Qualcomm Q4 result.

Mopetar

Diamond Member
Jan 31, 2011
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To be expected. Hopefully Kryo is a big success for them. If they can regain the same kind of performance edge they had previously, they shouldn't have any problem regaining their lost revenues.
 

TechGod123

Member
Oct 30, 2015
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Samsung, Apple and Mediatek is breathing down their necks. If 820 doesn't perform, they're screwed.
 

raghu78

Diamond Member
Aug 23, 2012
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Samsung, Apple and Mediatek is breathing down their necks. If 820 doesn't perform, they're screwed.

Apple is taking huge gobs of marketshare from high end Android phones most of which are using Qualcomm Snapdragons. To worsen things Snapdragon 810 was a huge disappointment. Samsung got to 14nm FINFET roughly a year earlier than Qualcomm. Mediatek is also competing fiercely. For Qualcomm 2016 is do or die. They need to hit this one out of the park with Snapdragon 820 and the lower models using 14nm FINFET or they are going to keep losing market share and revenue.

Qualcomm's case is a classic case of resting on one's laurels and taking the foot off the accelerator. Qualcomm dominated the 28nm generation with the Snapdragon 800/801 and the custom ARM core called Krait was very power efficient. Through 2013 and 2014 Qualcomm was able to ride on the success of S800/801 as they dominated the high end Android phone market.

http://www.anandtech.com/show/7082/...ce-preview-qualcomm-mobile-development-tablet

But their roadmap was not strong. They were caught napping in the transition to 64 bit ARMv8-A. Apple thrashed the competition by getting the first custom ARMv8-A core to market 2+ years before any other ARM licensee. Qualcomm had to rush and use ARM Cortex A57 and A53 cores in their SoCs and they still faced issues with overheating in S 810. Qualcomm has pretty much lost all the reputation and brand value (along with lots of market share) they built in the 28nm generation. Next year will decide if Qualcomm will bounce back. If S 820 disappoints its pretty much game over. Apple is innovating at a relentless pace. Next year I expect to see A10/A10X using Symmetric multi threading (SMT) to bring 4/6 cores to iPhone/iPad. Those are going to be class leading in performance and efficiency. Right now Qualcomm needs to close the gap with Apple and try and reduce the market share loss. I don't think Qualcomm can stop the loss of market share to iOS/iPhone entirely.
 
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TechGod123

Member
Oct 30, 2015
94
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Apple is taking huge gobs of marketshare from high end Android phones most of which are using Qualcomm Snapdragons. To worsen things Snapdragon 810 was a huge disappointment. Samsung got to 14nm FINFET roughly a year earlier than Qualcomm. Mediatek is also competing fiercely. For Qualcomm 2016 is do or die. They need to hit this one out of the park with Snapdragon 820 and the lower models using 14nm FINFET or they are going to keep losing market share and revenue.

Qualcomm's case is a classic case of resting on one's laurels and taking the foot off the accelerator. Qualcomm dominated the 28nm generation with the Snapdragon 800/801 and the custom ARM core called Krait was very power efficient. Through 2013 and 2014 Qualcomm was able to ride on the success of S800/801 as they dominated the high end Android phone market.

http://www.anandtech.com/show/7082/...ce-preview-qualcomm-mobile-development-tablet

But their roadmap was not strong. They were caught napping in the transition to 64 bit ARMv8-A. Apple thrashed the competition by getting the first custom ARMv8-A core 2+ years before any other ARM licensee. Qualcomm had to rush and use ARM Cortex A57 and A53 cores in their SoCs and they still faced issues with overheating in S 810. Qualcomm has pretty much lost all the reputation and brand value (along with lots of market share) they built in the 28nm generation. Next year will decide if Qualcomm will bounce back. If S 820 disappoints its pretty much game over. Apple is innovating at a relentless pace. Next year I expect to see A10/A10X using Symmetric multi threading (SMT) to bring 4/6 cores to iPhone/iPad. Those are going to be class leading in performance and efficiency. Right now Qualcomm needs to close the gap with Apple and try and reduce the market share loss. I don't think Qualcomm can stop the loss of market share to iOS/iPhone entirely.
Apple is coming out with guns blazing with every release. I'm starting to doubt Qualcomm will be able to control the bleeding.
 

Exophase

Diamond Member
Apr 19, 2012
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Posters so far are attributing this all to SoC quality but if you look at the report revenue isn't really down that much (5-6%). The big drop in income is from the nearly $1b they had to make to China over an anti-monopoly violation, $142m they had to pay over some issue with a subsidiary display manufacturer (??), $190m in restructuring, and another nearly $1b in some long term manufacturing prepayment.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
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Posters so far are attributing this all to SoC quality but if you look at the report revenue isn't really down that much (5-6%). The big drop in income is from the nearly $1b they had to make to China over an anti-monopoly violation, $142m they had to pay over some issue with a subsidiary display manufacturer (??), $190m in restructuring, and another nearly $1b in some long term manufacturing prepayment.

Revenue is down 18% YoY. You cant really use sequential change to much. Since the quarters are very different in sales volume.

The ASP on modems is another bad factor.
 

MisterLilBig

Senior member
Apr 15, 2014
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Next year I expect to see A10/A10X using Symmetric multi threading (SMT) to bring 4/6 cores to iPhone/iPad.

Considering that this year brings the A9 and A9X, it's doubtful Apple would release the A10 and A10X next year. And considering the A9 is a dual core, the A9X might still be a triple core. And considering Apple is Apple and what products they release and for what reasons they do, I don't see them throwing a 6 core product unless it's a product with a size and function above and beyond a Tablet. And probably when we get to the 7nm and below nodes.

So, the A10series is a 2017 product. And there is no way Apple will have a 6c product on an iPad/iPhone in 2017. I also doubt the A9X is a 4c SoC.


Qualcomm sure needs a boost!
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
Next year I expect to see A10/A10X using Symmetric multi threading (SMT) to bring 4/6 cores to iPhone/iPad.

Threads, not cores. 2C/4T, 3C/6T.

But yes, they have wide cores that fits it. And they used up all other easy benefits. They barely had any core improvements in the A9. It ended up pretty much as cache, frequency and memory speed benefits.

Also the A10 will be made on 16FF+ it seems.

Qualcomm's case is a classic case of resting on one's laurels and taking the foot off the accelerator. Qualcomm dominated the 28nm generation with the Snapdragon 800/801 and the custom ARM core called Krait was very power efficient. Through 2013 and 2014 Qualcomm was able to ride on the success of S800/801 as they dominated the high end Android phone market.

The issue with Qualcomm is mainly the company (stock) ownership and its modem business. The CPU division never got much attention. And some stock holders even wanted the company split in 2 to get rid of the CPU business.
 
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