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US Weighs National Security Risks of China's RISC-V Chip Development Involvement

The US government is investigating the potential national security risks associated with China's involvement in the development of open-source RISC-V chip technology. According to a letter obtained by Reuters, the Department of Commerce has informed US lawmakers that it is actively reviewing the implications of China's work in this area. RISC-V, an open instruction set architecture (ISA) created in 2014 at the University of California, Berkeley, offers an alternative to proprietary and licensed ISAs like those developed by Arm. This open-source ISA can be utilized in a wide range of applications, from AI chips and general-purpose CPUs to high-performance computing applications. Major Chinese tech giants, including Alibaba and Huawei, have already embraced RISC-V, positioning it as a new battleground in the ongoing technological rivalry between the United States and China over cutting-edge semiconductor capabilities.

In November, a group of 18 US lawmakers from both chambers of Congress urged the Biden administration to outline its strategy for preventing China from gaining a dominant position in RISC-V technology, expressing concerns about the potential impact on US national and economic security. While acknowledging the need to address potential risks, the Commerce Department noted in its letter that it must proceed cautiously to avoid unintentionally harming American companies actively participating in international RISC-V development groups. Previous attempts to restrict the transfer of 5G technology to China have created obstacles for US firms involved in global standards bodies where China is also a participant, potentially jeopardizing American leadership in the field. As the review process continues, the Commerce Department faces the delicate task of balancing national security interests with the need to maintain the competitiveness of US companies in the rapidly evolving landscape of open-source chip technologies.

Samsung and Qualcomm Achieve Innovative Industry-First Milestone With Advanced Modulation Technology

Samsung Electronics and Qualcomm Technologies, Inc. today announced that the companies successfully completed 1024 Quadrature Amplitude Modulation (QAM) tests for both Frequency Division Duplex (FDD) and Time Division Duplex (TDD) spectrum bands, marking an industry-first for FDD. This innovative milestone and collaboration demonstrate the companies' dedication to supporting operators increase 5G throughput and boost spectral efficiency of their networks.

QAM is an advanced modulation technology to transmit data or information more efficiently. This directly relates to how many bits of data can be delivered in each transmission. While 256 QAM is widely used in commercial networks, Samsung and Qualcomm Technologies recently accomplished the latest 1024 QAM defined in 3GPP Release 17 specifications. This enhanced QAM technology helps operators maximize their use of spectrum resources and allows mobile users to seamlessly enjoy various mobile services such as live video streaming and online multi-player gaming, which require higher download speeds.

Snapdragon X Elite-powered Samsung Galaxy Book 4 Edge to Compete with M3 MacBooks in Pricing

In what is a solid hint that Arm-based SoCs such as the Qualcomm Snapdragon X don't just intend to serve as cheaper alternatives to x86-based U-segment processors from Intel and AMD, but also compete in the high-end on virtue of their performance and battery life advantages; Samsung is designing a line of premium thin-and-light notebooks around the upcoming Qualcomm Snapdragon X Elite processor. Snapdragon X crams in the company's most advanced Arm CPU IP, and the latest generation Qualcomm Adreno iGPU; with Qualcomm claiming to offer 2x the CPU and graphics performance over x86 processors in its price-class, at 1/3rd the power (in other words, over 2x the battery life). It also packs a powerful NPU with 45 TOPS AI inferencing performance on tap. The Snapdragon X Elite is essentially Qualcomm's answer to the M3.

With the Snapdragon X Elite, Samsung has designed the new Galaxy Book 4 Edge, and WinFuture has some specs. Apparently the notebook comes in a 14-inch thin-and-light form-factor. The Snapdragon X Elite will be paired with 16 GB of LPDDR5/X memory, and 512 GB of NVMe-based SSD storage. Comms will include a 5G MODEM for connectivity anywhere; and possibly Wi-Fi 7 BE. Although we can't tell from the company images, it stands to reason that Samsung is using an AMOLED touchscreen display. WinFuture reports that Samsung plans to price the Galaxy Book 4 Edge at €1,759, which should put it in competition with several models of M3-powered MacBooks. The best part? The notebook is powered by Windows 11, and comes with a Microsoft-supplied translation layer for running legacy PC apps on it.

CTL Demonstrates World's First 5G RedCap Capable Chromebooks at MWC

CTL, a global cloud computing solution leader for education and enterprise, will demonstrate the world's first Chromebook supporting 5G RedCap connectivity powered by, which was the world's first announced commercial release 17 5G RedCap modem RF system. CTL is preparing its Chromebook product lines for the future, where 5G will replace LTE connectivity. With more schools and enterprises standing up private cellular networks for anytime, anywhere connectivity, CTL is at the forefront of bringing built-in 5G connectivity to Chromebook devices.

Erik Stromquist, CTL's CEO, said, "CTL is committed to developing and introducing affordable solutions for the education and enterprise markets. We believe there is a big opportunity to address the digital divide by providing more advanced and affordable private network solutions to extend internet access to every user regardless of location. We are thrilled to collaborate with Qualcomm Technologies in demonstrating 5G next-gen possibilities at this year's Mobile World Congress."

Fibocom Intros MediaTek-powered 5G RedCap Module FM330

Fibocom, a global leading provider of IoT (Internet of Things) wireless solutions and wireless communication modules, launches a new series of 5G RedCap module integrated with MediaTek's T300 5G modem, which is the world's first 6 nm radio frequency system-on-chip (RFSOC) single die solution for 5G RedCap. By integrating a single-core Arm Cortex-A3 processor in a significantly compact PCB area, the FM330 series are optimal solutions that offer extended coverage, increased network efficiency and device battery life for industry customers.

Compliant with 3GPP R17 standards, the FM330 series supports mainstream 5G frequency bands worldwide and is capable of reaching a maximum bandwidth of 20 MHz, thus ensuring the peak data rate of up to 227 Mbps downlink and 122 Mbps uplink, sufficient to meet the demand for 5G applications with less data throughput while balancing the power efficiency. In hardware design, it adopts the M.2form factor measured at 30x42mm benefiting from the unique RFSOC solution integrated with T300, in addition to the optimized antenna design in 1T2R, which significantly saves the PCB area. Moreover, FM330 series is pin-compatible with Fibocom LTE Cat 6 module FM101, easing the concerns for customers' migration from 4G to 5G. Furthermore, the module provides 64QAM/256QAM (optional) modulation scheme to greatly optimize the cost and size.

Supermicro Accelerates Performance of 5G and Telco Cloud Workloads with New and Expanded Portfolio of Infrastructure Solutions

Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, delivers an expanded portfolio of purpose-built infrastructure solutions to accelerate performance and increase efficiency in 5G and telecom workloads. With one of the industry's most diverse offerings, Supermicro enables customers to expand public and private 5G infrastructures with improved performance per watt and support for new and innovative AI applications. As a long-term advocate of open networking platforms and a member of the O-RAN Alliance, Supermicro's portfolio incorporates systems featuring 5th Gen Intel Xeon processors, AMD EPYC 8004 Series processors, and the NVIDIA Grace Hopper Superchip.

"Supermicro is expanding our broad portfolio of sustainable and state-of-the-art servers to address the demanding requirements of 5G and telco markets and Edge AI," said Charles Liang, president and CEO of Supermicro. "Our products are not just about technology, they are about delivering tangible customer benefits. We quickly bring data center AI capabilities to the network's edge using our Building Block architecture. Our products enable operators to offer new capabilities to their customers with improved performance and lower energy consumption. Our edge servers contain up to 2 TB of high-speed DDR5 memory, 6 PCIe slots, and a range of networking options. These systems are designed for increased power efficiency and performance-per-watt, enabling operators to create high-performance, customized solutions for their unique requirements. This reassures our customers that they are investing in reliable and efficient solutions."

Intel Previews Xeon "Sierra Forest" 288 E-core Processor at MWC 2024 for Telecom Applications

To answer network operators' demands for energy-efficient scaling, Intel Corporation disclosed two major updates to drive footprint, power and total cost of ownership (TCO) savings across 5G core networks: the preview of its Intel Xeon next-gen processors, code-named Sierra Forest, with up to 288 Efficient-cores (E-cores), and the commercial availability of the Intel Infrastructure Power Manager (IPM) software for 5G core.

"Communication service providers require greater infrastructure efficiency as 5G core networks continue to build out. With the majority of 5G core networks deployed on Intel Xeon processors today, Intel is uniquely positioned to address these efficiency challenges. By introducing new Efficient-cores to our roadmap and with the commercial adoption of our Intel Infrastructure Power Manager software, service providers can slash TCO while achieving unmatched performance and power savings across their networks," said Alex Quach, Intel vice president and general manager of Wireline and Core Network Division. Energy consumption and reduction of the infrastructure footprint remain top challenges that network operators face in building out their wireless 5G core network.

SmartCow introduces Uranus Plus AI Fanless Embedded System Powered by NVIDIA Jetson Orin

SmartCow, an AI engineering company specializing in building complex hardware and software solutions for artificial intelligence at the edge, announces the launch of their latest product, Uranus Plus, an AI fanless embedded system powered by the latest NVIDIA Jetson Orin NX and Jetson Orin Nano system-on-modules. With its thermally efficient design and compact form factor, Uranus Plus is suitable for various smart applications. Uranus Plus comes with options for 5G, 4G, and Wi-Fi connectivity and includes a 256Gb NVMe SSD, enabling the simultaneous operation of multiple neural networks and processing of high-resolution images, enhancing a groundbreaking benchmark in AI-driven capabilities at the edge with support up to 100 TOPS of AI compute.

Uranus Plus supercharges vision AI application development at the edge with NVIDIA Metropolis Microservices for Jetson through app stack modernization. Uranus Plus developers now get access to the latest generative AI capabilities through simple API calls, along with a far faster path to development and cloud-native deployment of vision AI applications at the far edge.

Intel Brings AI Everywhere Across Network, Edge, Enterprise

At MWC 2024, Intel announced new platforms, solutions and services spanning network and edge AI, Intel Core Ultra processors and the AI PC, and more. In an era where technological advancements are integral to staying competitive, Intel is delivering products and solutions for its customers, partners and expansive ecosystem to capitalize on the emerging opportunities of artificial intelligence and built-in automation, to improve total cost of ownership (TCO) and operational efficiency, and to deliver new innovations and services.

Across today's announcements, Intel is focused on empowering the industry to further modernize and monetize 5G, edge and enterprise infrastructures and investments, and to take advantage of bringing AI Everywhere. For more than a decade, and alongside Intel's customers and partners, the company has been transforming today's network infrastructure from fixed-function to a software-defined platform and driving success at the edge with more than 90,000 real-world deployments.

Semtech Announces the Launch of the AirLink XR60, the World's Smallest Rugged 5G Router

Semtech Corporation, a high-performance semiconductor, IoT systems, and cloud connectivity service provider, today announces the AirLink XR60 5G Router Solution, a breakthrough in networking technology designed to offer 5G and Wi-Fi 6 performance in an ultra-compact and ultra-rugged design for highly demanding environments.

"Celebrating this release is particularly special for us at Semtech, formerly Sierra Wireless. The AirLink XR60 isn't just any router - it's the next evolution in 5G technology. Rising 5G adoption is paving the way for a more diverse array of applications, underlining the need for versatile and easy-to-install solutions. Our customers, particularly those in public safety and utilities, have expressed a clear requirement for routers that aren't just technologically advanced, but are also small, rugged and reliable under extreme conditions. The XR60 embodies our continued commitment to these sectors, ensuring that we're not only meeting but exceeding the expectations and demands of those who rely on us the most," explains Tom Mueller, EVP and GM of IoT System Products Group at Semtech.

Samsung Announces the Galaxy Tab Active5

Samsung Electronics America has announced the Galaxy Tab Active5, a business-ready ruggedized tablet built to handle the rigors of frontline work. Building on the power of the Galaxy Tab Active3, the Galaxy Tab Active5 delivers significant improvements in performance, durability and security to help businesses conquer their challenges and boost productivity in the field, even in harsh working environments. Additionally, the Galaxy Tab Active5 is available as an Enterprise Edition, making it easy for businesses to enroll, configure, manage and analyze hundreds of devices.

Designed with the needs of retailers in mind, the Galaxy Tab Active5 features a high-resolution camera, near-field communication (NFC) and push-to-talk functionality to enable more efficient barcode-scanning, mobile point-of-sale (mPOS), in-store communication and more. In addition to retail, the Galaxy Tab Active5 also delivers new capabilities in other industries that require a high degree of durability, including foodservice, manufacturing, transportation, construction and the public sector.

ECS IPC Showcases LIVA X3A and LIVA P500 H610; ADLN-I3 and H610H7-IM1 Motherboards

ECS Industrial Computer Co., Ltd., (ECSIPC) is pleased to announce its participation in ISE 2024 where it will showcase its latest smart retail solutions, IPC motherboards, and two new LIVA mini-PCs that are ready for applications including digital signage, smart vending machines, kiosks, factory automation equipment and AOI. Designed for digital signage and self-service kiosks in the smart retail industry, or in large vehicles fitted with display-board advertising, this unique mini-PC offers up to 4 display outputs that can showcase a variety of rich and vibrant content. The highly flexible solution can display 4 different screens, mirror all screens the same, split one image across 4 displays, or splits of 3-and-1 or 2-and-2, affording maximum flexibility to cover wide areas of retail spaces that can easily plan and push a multitude of content to inform and advertise in attractive, dynamic, high-resolution visuals, all from a single device. The LIVA X3A mini-PC is ready to go right out the box, along with ECSIPC's own content management software to streamline product deployment.

Powered by a highly efficient Rockchip octa-core featuring a 4x Arm Cortex-A76 and 4x Arm Cortex-A55 processors in this Arm-based CPU, the highly efficient, fanless design ensures a sustainable solution that accommodates many use-cases. In addition, 8 GB of fast LPDDR5 and 64 GB of internal storage is preinstalled, while dual GbE, Wi-Fi 6 and Bluetooth 5.3 provide a variety of internet connectivity built-in, which can be further expanded with optional PoE and 4G LTE to meet specific deployment requirements.

AAEON Unveils the UP Xtreme 7100 Mini PC

AAEON's UP brand, renowned for producing sophisticated developer boards with industrial-grade specifications, has announced the release of the UP Xtreme 7100, an all-in-one robotics solution available as both a single-board and Mini PC. Both the UP Xtreme 7100 and its system-level counterpart, the UP Xtreme 7100 Edge, are available in SKUs powered by Intel Core i3-N305 or Intel Processor N97 CPUs, chosen due to their balance of low power consumption and high performance. The platform consequently provides the sensor data processing, integrated graphics, and resources required for path planning and control algorithms needed to bring AGV, AGV + AI, and AMR solutions to market.

Consistent with previous product lines from AAEON's UP Division, the UP Xtreme 7100 and UP Xtreme 7100 Edge are built on compact form factors in order to address space restraints. Consequently, the UP Xtreme 7100 board-level solution measures just 120.35 mm x 122.5 mm, while the edge system version comes in at 152 mm x 124 mm x 40 mm. Targeting areas in robotics such as AGV and AMR, the UP Xtreme 7100 and UP Xtreme 7100 Edge are equipped with a number of terminal blocks for serial communication, along with a 30-pin board-to-board connector that offers digital I/O, GPIO, and isolated RS-232/422/485 function. Further, CAN 2.0B, a DIP switch, and LED indicators are onboard to make the solution conducive to establishing communication with other devices on the CANBus network.

Acer Collaborates with Qualcomm to Launch Two New Routers, Including the World's First 5G Wi-Fi 7 Gaming CPE

Acer today announced two new gaming routers, leveraging the power of the Qualcomm Immersive Home Platform and tri-band Wi-Fi 7 for stable connections and enhanced wireless gameplay. The Predator Connect X7 5G CPE unleashes blazing-fast internet speeds through 5G and Wi-Fi 7, along with dual WAN connectivity to minimize disruptions. Fast, reliable, and vast network coverage is provided by the Predator Connect T7 Wi-Fi 7 Mesh Router with the expandability of its multi-link Wi-Fi mesh system, making wired-level latency possible in a mesh setup.

Powered by Qualcomm Technologies' advanced quad-core processor, the X7 and T7 provide gamers and streamers with accelerated online experiences, improved Spectrum Utilization with Wi-Fi 7, as well as enhanced MU-MIMO and OFDMA across connected devices.

Two New Marvell OCTEON 10 Processors Bring Server-Class Performance to Networking Devices

Marvell Technology, a leader in data infrastructure semiconductor solutions, is enabling networking equipment and firewall manufacturers achieve breakthrough levels of performance and efficiency with two new OCTEON 10 data processing units (DPUs), the OCTEON 10 CN102 and OCTEON 10 CN103. The 5 nm OCTEON CN102 and CN103, broadly available to OEMs for product design and pilot production, are optimized for data and control plane applications in routers, firewalls, 5G small cells, SD-WAN appliances, and control plane applications in top-of-rack switches and line card controllers. Several of the world's largest networking equipment manufacturers have already incorporated the OCTEON 10 CN102 into a number of product designs.

Containing up to eight Arm Neoverse N2 cores, OCTEON 10 CN102 and CN103 deliver 3x the performance of Marvell current DPU solutions for devices while reducing power consumption by 50% to 25 W. Achieving SPEC CPU (2017) integer rate (SPECint) scores of 36.5, OCTEON 10 CN102 and CN103 are able to deliver nearly 1.5 SPECint points per Watt. The chips can serve as an offload DPU for host processors or as the primary processor in devices; advanced performance per watt also enables OEMs to design fanless systems to simplify systems and further reduce cost, maintenance and power consumption.

Ericsson First to Market with Processors Made on "Intel 4" Technology

Ericsson, a massive player in networking and cellular technology, has announced their new lineup of RAN Compute (Radio Access Network) processors as well as new high bandwidth routers built around in-house silicon designs fabbed on Intel 4, beating Intel's own Meteor Lake processors to market. These new processors are not something the average person is going to be using in their PCs or home routers, but they are pivotal in the reliability and speed of current and future generation 5G networking as the devices they power handle the ever increasing traffic and bandwidth demands of modern networks. In its press release Ericsson notes that the new RAN Processor 6672 and Radio Processor 6372 offer four times more capacity at twice the efficiency compared to their previous generation. They claim that the power draw of their new processors on Intel 4 is between 30% and 60% lower than the industry benchmarks.

Ericsson signed on as one of Intel's largest customers when Intel announced their "Intel Foundry Services" initiative under the IDM 2.0 strategy to offer chip designers the ability to fab their processors at Intel fabs. The strategy has - at least outwardly - appeared to be a boon to Intel as they've signed on large partnerships ranging from big budget defense contractors to datacenter clientele and even ARM. The new RAN Compute systems from Ericsson packed full of technology built on "Intel 4" even ahead of Intel's own designs exemplifies that Intel is at the very least committed to the strategy, and Ericsson has already announced plans for even more chips on Intel's "18A" process slated for 2025.

Qualcomm Announces the Snapdragon 7 Gen 3

Qualcomm Technologies, Inc. today announced the Snapdragon 7 Gen 3 Mobile Platform to amplify immersive experiences and bring premium performance to consumers' everyday life. The upgraded platform delivers across-the-board advancements to ignite on-device AI, fan-favorite mobile gaming, a creativity-charged camera and powerful 5G connectivity. The new platform is fully equipped to enable exciting new use-cases including up to 2.63 GHz peak CPU speeds, over 50% faster GPU performance, and 60% improved AI performance per watt while still delivering incredible power efficiency.

"Intelligently designed to balance performance and power efficiency, the Snapdragon 7 Gen 3 Mobile Platform delivers a selection of premium experiences that are brand new to the Snapdragon 7-series," said Christopher Patrick, senior vice president and general manager of mobile handsets, Qualcomm Technologies, Inc. "By working closely with our OEM partners, we're able to help make the next generation of in-demand features, such as enhanced AI and extraordinary camera capabilities, more widely accessible to consumers." Snapdragon 7 Gen 3 will first be adopted by key OEMs including HONOR and vivo with the first device expected to be announced this month.

MediaTek Announces the Dimensity 9300 Flagship SoC, with Big Cores Only

MediaTek today announced the Dimensity 9300, its newest flagship mobile chip with a one-of-a-kind All Big Core design. The unique configuration combines extreme performance with MediaTek's industry-leading power efficiency to deliver unmatched user experiences in gaming, video capture and on-device generative AI processing.

"The Dimensity 9300 is MediaTek's most powerful flagship chip yet, bringing a huge boost in raw computing power to flagship smartphones with our groundbreaking All Big Core design," said Joe Chen, President at MediaTek. "This unique architecture, combined with our upgraded on-chip AI Processing Unit, will usher in a new era of generative AI applications as developers push the limits with edge AI and hybrid AI computing capabilities."

Dell Unveils New Latitude 7030 Rugged Extreme Tablet

Professionals working in harsh environments require not only rugged durability but portable solutions that don't weigh them down in the field. Dell Technologies' new Rugged product achieves this combination. In fact, it is the world's lightest 10-inch fully rugged Windows tablet. Featuring a robust ecosystem of accessories and hot-swappable batteries for extended performance, the 7030 Rugged Extreme Tablet was designed for workers who spend most of their time away from a desk. So, whether you're on the factory line, in a machine shop or atop a snowy mountain, the 7030 Rugged Extreme Tablet will make for the ultimate companion.

Dell's Most Portable Fully Rugged Tablet
Marrying durability and mobility, the 7030 Rugged Extreme Tablet is Dell's most portable fully rugged tablet. Its lightweight 2.2-pound chassis and convenient accessories mean the tablet won't feel unwieldy, so your muscles get relief during a long shift on the warehouse floor, at the scene of an accident or when navigating construction sites.

Samsung and AMD Collaborate To Advance Network Transformation With vRAN

Samsung Electronics today announced a new collaboration with AMD to advance 5G virtualized RAN (vRAN) for network transformation. This collaboration represents Samsung's ongoing commitment to enriching vRAN and Open RAN ecosystems to help operators build and modernize mobile networks with unmatched flexibility and optimized performance. The two companies have completed several rounds of tests at Samsung's lab to verify high-capacity and telco-grade performance using FDD bands and TDD Massive MIMO wide-bands, while significantly reducing power consumption. In this joint collaboration, Samsung used its versatile vRAN software integrated with the new AMD EPYC 8004 processors, focused on telco and intelligent edge. During technical verification, the EPYC 8004 processors combined with Samsung's vRAN solutions delivered optimized cell capacity per server as well as high power efficiency.

"This technical collaboration demonstrates Samsung's commitment to delivering network flexibility and high performance for service providers by building a larger vRAN and Open RAN ecosystem," said Henrik Jansson, Vice President and Head of SI Business Group, Networks Business at Samsung Electronics. "Samsung has been at the forefront of unleashing the full potential of 5G vRAN technology to meet rising demands, and we look forward to collaborating with industry leaders like AMD to provide operators the capabilities to transform their networks."

Apple debuts iPhone 15 and iPhone 15 Plus

Apple today announced iPhone 15 and iPhone 15 Plus, featuring an industry-first color-infused back glass with a stunning, textured matte finish, and a new contoured edge on the aluminium enclosure. Both models feature the Dynamic Island, and an advanced camera system designed to help users take fantastic photos of everyday moments in their lives. A powerful 48MP Main camera enables super-high-resolution photos and a new 2x Telephoto option to give users a total of three optical zoom levels—like having a third camera. The iPhone 15 lineup also introduces the next generation of portraits, making it easier to capture portraits with great detail and low-light performance. Building on Apple's innovative satellite infrastructure, Roadside Assistance via satellite can connect users to AAA if they have car trouble while off the grid. With A16 Bionic for powerful, proven performance; a USB‑C connector; Precision Finding for Find My friends; and industry-leading durability features, iPhone 15 and iPhone 15 Plus represent a huge leap forward.

iPhone 15 and iPhone 15 Plus will be available in five stunning new colors: pink, yellow, green, blue, and black. Pre-orders begin Friday, September 15, with availability beginning Friday, September 22.

Apple and Qualcomm Renew iPhone 5G Modem Partnership

Industry experts were expecting Apple to rely on their own in-house 5G modem tech once a previous deal with a development partner expired, but the big A has returned to pastures of old—Qualcomm Technologies yesterday announced: "that it has entered into an agreement with Apple Inc. to supply Snapdragon 5G Modem‑RF Systems for smartphone launches in 2024, 2025 and 2026. This agreement reinforces Qualcomm's track record of sustained leadership across 5G technologies and products."

Reports suggest that multiple issues have plagued development of Apple's proprietary 5G modem, with 2024's iPhone 16 lineup already rumored to rely on Qualcomm's RF system. Apple has invested heavily in its custom modem operation—the "majority" of Intel's smartphone modem business was acquired back in 2019, while 2021 insider talk had TSMC lined up as a manufacturing partner for 5G chips. According to their latest investment relations material, Qualcomm anticipates that it will supply around 20% of modem chips in Apple iPhones.

After a Low Base Year in 2023, DRAM and NAND Flash Bit Demand Expected to Increase by 13% and 16% Respectively in 2024

TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector. Market demand visibility for consumer electronic is projected to remain uncertain in 1H24. Additionally, capital expenditure for general-purpose servers is expected to be weakened due to competition from AI servers. Considering the low baseline set in 2023 and the current low pricing for some memory products, TrendForce anticipates YoY bit demand growth rates for DRAM and NAND Flash to be 13% and 16%, respectively. Nonetheless, achieving effective inventory reduction and restoring supply-demand balance next year will largely hinge on suppliers' ability to exercise restraint in their production capacities. If managed effectively, this could open up an opportunity for a rebound in average memory prices.

PC: The annual growth rate for average DRAM capacity is projected at approximately 12.4%, driven mainly by Intel's new Meteor Lake CPUs coming into mass production in 2024. This platform's DDR5 and LPDDR5 exclusivity will likely make DDR5 the new mainstream, surpassing DDR4 in the latter half of 2024. The growth rate in PC client SSDs will not be as robust as that of PC DRAM, with just an estimated growth of 8-10%. As consumer behavior increasingly shifts toward cloud-based solutions, the demand for laptops with large storage capacities is decreasing. Even though 1 TB models are becoming more available, 512 GB remains the predominant storage option. Furthermore, memory suppliers are maintaining price stability by significantly reducing production. Should prices hit rock bottom and subsequently rebound, PC OEMs are expected to face elevated SSD costs. This, when combined with Windows increasing its licensing fees for storage capacities at and above 1 TB, is likely to put a damper on further growth in average storage capacities.

Intel Reports Second-Quarter 2023 Financial Results, Foundry Services Business up

Intel Corporation today reported second-quarter 2023 financial results. "Our Q2 results exceeded the high end of our guidance as we continue to execute on our strategic priorities, including building momentum with our foundry business and delivering on our product and process roadmaps," said Pat Gelsinger, Intel CEO. "We are also well-positioned to capitalize on the significant growth across the AI continuum by championing an open ecosystem and silicon solutions that optimize performance, cost and security to democratize AI from cloud to enterprise, edge and client."

David Zinsner, Intel CFO, said, "Strong execution, including progress towards our $3 billion in cost savings in 2023, contributed to the upside in the quarter. We remain focused on operational efficiencies and our Smart Capital strategy to support sustainable growth and financial discipline as we improve our margins and cash generation and drive shareholder value." In the second quarter, the company generated $2.8 billion in cash from operations and paid dividends of $0.5 billion.

Intel, Ericsson Expand Collaboration to Advance Next-Gen Optimized 5G Infrastructure

Today, Intel announced a strategic collaboration agreement with Ericsson to utilize Intel's 18A process and manufacturing technology for Ericsson's future next-generation optimized 5G infrastructure. As part of the agreement, Intel will manufacture custom 5G SoCs (system-on-chip) for Ericsson to create highly differentiated leadership products for future 5G infrastructure. Additionally, the companies will expand their collaboration to optimize 4th Gen Intel Xeon Scalable processors with Intel vRAN Boost for Ericsson's Cloud RAN (radio access network) solutions to help communications service providers increase network capacity and energy efficiency while gaining greater flexibility and scalability.

"As our work together evolves, this is a significant milestone with Ericsson to partner broadly on their next-generation optimized 5G infrastructure. This agreement exemplifies our shared vision to innovate and transform network connectivity, and it reinforces the growing customer confidence in our process and manufacturing technology," said Sachin Katti, senior vice president and general manager of the Network and Edge group at Intel. "We look forward to working together with Ericsson, an industry leader, to build networks that are open, reliable and ready for the future."
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