Linley
on CE
Independent
Analysis
of
Semiconductors
for
Consumer
Electronics
Volume
2, Issue 6
July 9, 2007
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Editor:
Linley Gwennap
Contributors: Bob Wheeler, Jag Bolaria, Joseph Byrne
In
This Issue
Our
new report “A
Guide to Wireless Handset Processors, Second Edition” is now available. Learn about the newest
products and technologies for baseband and application processors.
Order your copy today!
Infineon Buys TI DSL Last week, Infineon announced it is acquiring the DSL
business of Texas Instruments. According to The Linley
Group market
share data, Infineon ranked fourth in DSL revenue for 2006
and TI ranked third; combined, the two generated $347 million,
more than any single vendor. Thus, this acquisition should
make Infineon the leading vendor of DSL chips.
TI had once been the industry leader in DSL revenue. Its
highly integrated AR7 processors are popular for ADSL
modems and gateways. The company’s UR8 processor, however,
suffered from extensive delays and did not meet its original
specifications. At the same time, Broadcom introduced its
own highly integrated devices and began to gain share from
TI. At $205 million in 2006, TI’s revenue was roughly
flat in a growing market. After the UR8 fiasco, the company
destaffed its DSL development team and began to seek an opportunity
to sell the business.
Infineon’s Danube processors are also highly integrated
solutions for ADSL gateways, but they have been less successful
in the market, particularly outside of Europe. Unlike TI,
which offers VDSL2 at only 8MHz, Infineon’s VDSL2 chips
support all bands up to 30MHz. Danube also offers a more
powerful CPU than the UR8 has and adds encryption functions.
We
expect Infineon to continue to support the UR8 while attempting
to shift TI’s customers to Danube and its successors.
Although this strategy is likely to result in some
loss of customers, it will keep Infineon’s R&D cost
steady while providing a big boost in revenue. With Conexant
and
Broadcom pulling away in revenue, this acquisition
makes the DSL market a three-horse race. By adopting Infineon’s
superior technology, TI’s DSL customers could
be the big winners in this deal. —Linley
Complete
coverage of DSL products from Infineon and TI appears in our
report A Guide
to SOHO Gateway Processors.
BDTI
Benchmarks Cortex-A8
BDTI has released independent benchmark results for the Cortex-A8,
ARM's highest-performance processor core, on the BDTI DSP Kernel
Benchmarks and the BDTI Video Encoder and Decoder Benchmarks.
The results indicate that the Cortex-A8 is significantly faster
than
its predecessor, the ARM1176, giving it considerable horsepower
for its target applications. These include ihigh-performance
cellular handsets, set-top boxes, and automotive infotainment
systems.
As described on the Cortex-A8 benchmark result page, BDTI's
results for the ARM Cortex-A8 do not include clock speed,
silicon area,
and power consumption data based on BDTI's standardized conditions
for processor cores. For this reason, caution should be used
in interpreting the Cortex-A8 benchmark results and in comparing
the
Cortex-A8 to other BDTI-benchmarked cores. (All other BDTI
benchmark results for licensable processor cores assume
a TSMC CL013G process
with ARM Artisan Sage-X library and worst-case temperature,
process, and voltage variations.)
The Cortex-A8 achieves a BDTIsimMark2000/MHz score of 7.6.
In comparison, the ARM1176 achieves a BDTIsimMark2000 score
of 1200
at 335 MHz,
or 3.6 DTIsimMark2000/MHz. (The BDTIsimMark2000 is a summary
measure of digital signal processing speed, distilled from
a processor's
results on the BDTI DSP Kernel Benchmarks, a suite of 12
key DSP algorithms. A higher score indicates a faster processor.)
This
shows that, at an equivalent clock speed, the Cortex-A8 is
significantly faster than the ARM1176 on typical signal processing
tasks. The
boost in horsepower is mainly due to the Cortex-A8's NEON
signal
processing extensions, which allow it to execute up to four
16-bit multiply-accumulate instructions per cycle (versus
two for the
ARM11).
The
Cortex-A8's results on the BDTI Video Encoder and Decoder Benchmarks
show that it requires 114 MHz for QVGA decoding—less than
half the loading of the ARM1176. These results also indicate
that, at the clock speeds projected by ARM and TI, the Cortex-A8
will
be capable of D1 decode and QVGA encode on the BDTI Video
Encoder and Decoder Benchmarks. (The BDTI Video Encoder and Decoder
Benchmarks
are somewhat more demanding than typical H.264 Baseline
Profile implementations.) DSPs tuned for video applications are
likely
to require even lower clock speeds, however, as indicated
by BDTI's results for the NXP PNX4103. (The PNX4103 system-on-chip
uses a
TriMedia VLIW DSP core.)
Even
discounting its potentially higher clock speed, the Cortex-A8
significantly outperforms earlier ARM cores
on signal processing
and multimedia tasks. This level of performance is
likely to open up new markets for ARM. Detailed results for the
Cortex-A8 and many other processors are available for purchase
from BDTI. —BDTI
Selected
additional benchmark results for the Cortex-A8 appear on BDTI’s
web site and in our new report A
Guide to Wireless Handset Processors.
News
in Brief
Spreadtrum,
a baseband-processor vendor based in China, went public on the
Nasdaq exchange last week. The company shipped about 10
million baseband processors and modules last year, generating about
$100 million in revenue. Taking advantage of the low cost of engineers
in China, the company is already profitable, while other baseband
companies with much higher revenue are not. Spreadtrum’s
revenue currently comes from its GSM/GPRS processors, but it has
also developed a processor for TD-SCDMA, the Chinese 3G standard,
that it hopes will begin shipping in handsets by the end of this
year. —Linley
Complete
coverage of Spreadtrum’s baseband processors appears
in our report A Guide to
Wireless Handset Processors.
Handset Processor Quiz
Think
you know the ins and outs of Handset Processors? Test your knowledge
by taking our quiz. Find out how much you really do or don't
know.
1)
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What
is the only baseband processor in production with HSUPA capability? |
2)
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What
company became a top-five baseband vendor for the first time
in 2006? |
3)
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What
company acquired Silicon Labs’ cellular products? |
4)
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Why? |
5)
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What
leading baseband-processor vendor does not sell any chips? |
6)
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What “Costo” product
did Texas Instruments sample in May 2007? |
7)
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What
are the only baseband processors from a major vendor with
no ARM CPU? |
8)
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In
what year are UMTS/HSDPA shipments expected to surpass GSM/EDGE
shipments? |
9)
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What
application processor achieves greater clock speed than TI’s
OMAP3? |
10)
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What
product is the first announced “single-chip” UMTS
processor? |
11)
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What
is the only EDGE processor sampling today with integrated
RF transceiver and power management? |
12)
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What
application-processor vendor began shipping its first baseband
processor last year? |
13)
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In
what year will baseband processor shipments exceed 1.1 billion
units? |
14)
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What
company recently announced the first 4G handset processor? |
15) |
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What
company offered baseband processors for cellular data
cards? |
16)
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Can
you name
a second company that offered them?
(Hint: Both start with
the letter “I”) |
17)
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What
announced handset processor has the best 3D performance? |
18)
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What
is the only EDGE processor sampling today with TV output? |
19)
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In
addition to Spreadtrum, T3G, and COMMIT, what is the fourth
company that currently offers a TD-SCDMA processor? |
20)
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Which
of these four companies offers the most-integrated solution? |
For
answers to this quiz, click here.
If
you need in-depth answers on these topics, you need to read “A
Guide to Wireless Handset Processors.”
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