As the global vaccination rate rose, and border restrictions in Europe and North America eased, social activities also began to enter a period of recovery, with the consumer electronics market seemingly ready for the arrival of the traditional peak season in 2H21, according to TrendForce's latest investigations. At the same time, however, the global supply chain was affected by delays in maritime transport, skyrocketing shipping costs, and component shortages, in addition to already-prohibitive price hikes for certain components in 1H21. Given the parallel rise in both material and manufacturing costs, the market for end products has not undergone the expected cyclical upturn in 2H21. Even so, the overall demand for and shipment of smartphones, notebook computers, and monitors experienced QoQ increases in 3Q21, thereby driving up businesses for major OSAT (outsourced semiconductor assembly and test) companies. For 3Q21, the revenues of the top 10 OSAT companies reached US$8.89 billion, a 31.6% YoY increase.

According to an industry report by IC Insights, AMD will see a yearly growth rate of no less than 65 percent this year, compared to 2020, whereas Intel is expected to have a slightly negative growth rate of one percent. The report includes the top 25 semiconductor sales leaders, ranked by growth rate, although it should be pointed out that some of them are foundries and not just semiconductor companies.

AMD is closely followed by MediaTek, which is expected to reach a 60 percent growth rate this year, followed by Nvidia at 54 percent and Qualcomm and 51 percent growth. The only surprise in the top five is PRC based SMIC, which saw a 39 percent growth this year, despite, or maybe because of the US sanctions against various Chinese IC makers.

Qualcomm has been in the game of creating SoCs for the PC market with the company's Snapdragon lineup. These processors mainly were beefed-up versions of their mobile designs and were based on the Arm instruction set architecture (ISA). Microsoft has backed this effort by creation Windows-on-Arm (WoA) project that enables the Windows OS to operate on Arm processors. However, up until now, Qualcomm's designs were not very powerful as they represented a relatively moderate approach to the problem and almost made no sense of purchase compared to the standard laptops equipped with x86 processors from AMD and Intel. This is about to change.

According to the news from Investor Day yesterday, Qualcomm is preparing high-performance Arm SoCs for the PC market. The company has recently acquired Nuvia Inc., a startup focused on creating novel IPs based on Arm ISA. And this is what Qualcomm will use in building its next-generation PC processors. As the company plans, in August of 2022, it should start sampling OEM partners with these new chips, and we will be seeing them in consumers' hands in early 2023. If everything goes as planned, this should represent direct competition to AMD, Intel, and now Apple in the high-end SoC market. After PCs, the company plans to tackle datacenter, mobile, and automotive market.

Qualcomm. introduces Snapdragon Spaces XR Developer Platform, a headworn Augmented Reality (AR) developer kit to enable the creation of immersive experiences that seamlessly blur the lines between our physical and digital realities. With proven technology and an open, cross-device horizontal platform and ecosystem, Snapdragon Spaces delivers the tools to bring developers' ideas to life and revolutionize the possibilities of headworn AR. Snapdragon Spaces is in early access with select developers and is expected to be generally available in the Spring of 2022.

Qualcomm Technologies is a pioneer in Augmented Reality with over a decade of AR research and development. Utilizing these years of innovation and expertise, Snapdragon Spaces offers robust machine perception technology that is optimized for performance and low power for the next generation of AR glasses. The Snapdragon Spaces platform provides environmental and user understanding capabilities that give developers the tools to create headworn AR experiences that can sense and intelligently interact with the user and adapt to their physical indoor spaces. Some of the marquee environmental understanding features include spatial mapping and meshing, occlusion, plane detection, object and image recognition and tracking, local anchors and persistence, and scene understanding. The user understanding machine perception features include positional tracking and hand tracking.

Linsoul Audio has been striving to bring the acoustic performance of professional in-ear monitors to the public. After two years of putting passion for perfection to the test and engineering, Linsoul has worked in conjunction with Peacock Audio to introduce the Peacock Flight, which is a superior hand-crafted set of true wireless earphones. Each Peacock Flight unit is handcrafted from start to finish, from the shell molding process to the wiring of the drivers. This is a bespoke design, which makes the earphones be a true one-of-a-kind artwork. The engineering and tuning process is meticulously conducted, and strict testing of each driver component ensures the greatest precision and quality control.

Acoustic performance always comes first on priorities for earphones. Equipped with a Qualcomm aptX HD-compatible chipset, the Peacock Flight supports aptX codecs, which ensures crystal clear sound production with extremely low latency. What's more, the Qualcomm QCC3040 Bluetooth chipset brings a stable connection to achieve the most coherent connection and listening experience. On top of that, the Peacock Flight is also equipped with Qualcomm's latest Clear Voice Capture (CVC) 8.0, which is a noise reduction algorithm that effectively filters out background noise to reduce up to 30 dB of unwanted ambient sound during phone calls. By accurately calculating the position of the caller in relation to environmental sounds, CVC 8.0 allows a pure sound transmission for cleaner and more audible calls.

Qualcomm Technologies, Inc. introduced four new mobile platforms - Snapdragon 778G Plus 5G, 695 5G, 480 Plus 5G, and 680 4G - to enable increased performance and capabilities across our high-, mid-, and entry-tiers. These 5G and 4G mobile platforms enable increased performance and capabilities to provide OEMs with additional options to help meet the existing demand.

There is significant traction and momentum across all Snapdragon tiers. By bringing cutting-edge features from the Snapdragon 8-series into the 7-, 6-, and 4-series, it is contributing to the growing demand across each Snapdragon series. The Snapdragon 7-series has grown by 44% in the last year alone due to tremendous high-tier demand. In the 6-series, consumer trends are emerging that show mid-tier smartphones will be the main driver for 5G adoption especially in emerging regions. Additionally, after less than one year, there have been more than 85 devices announced or in development based on the Snapdragon 480.

Intel Corporation today reported third-quarter 2021 financial results. "Q3 shone an even greater spotlight on the global demand for semiconductors, where Intel has the unique breadth and scale to lead. Our focus on execution continued as we started delivering on our IDM 2.0 commitments. We broke ground on new fabs, shared our accelerated path to regain process performance leadership, and unveiled our most dramatic architectural innovations in a decade. We also announced major customer wins across every part of our business," said Pat Gelsinger, Intel CEO. "We are still in the early stages of our journey, but I see the enormous opportunity ahead, and I couldn't be prouder of the progress we are making towards that opportunity."

In the third quarter, the company generated $9.9 billion in cash from operations and paid dividends of $1.4 billion. Intel CFO George Davis announced plans to retire from Intel in May 2022. He will continue to serve in his current role while Intel conducts a search for a new CFO and until his successor is appointed. Third-quarter revenue was led by strong recovery in the Enterprise portion of DCG and in IOTG, which saw higher demand amid recovery from the economic impacts of COVID-19. The Client Computing Group (CCG) was down due to lower notebook volumes due to industry-wide component shortages, and on lower adjacent revenue, partially offset by higher average selling prices (ASPs) and strength in desktop.

Intel is apparently taking its GPU business seriously, at the expense of AMD, as according to an article from CRN, Intel has hired Vineet Goel, former Corporate Vice President GPU architecture, graphics, machine learning and mobile platform at AMD. His new title at Intel is almost as longwinding, as he joined Intel as Vice President and General Manager, GPU architecture and IP engineering.

Goel spent his past five years at AMD and prior to that he was the Director of GPU compute solution and Adreno architecture at Qualcomm, although his first job listed on LinkedIn was as a fellow at AMD. His new position at Intel will have him lead the Xe GPU IP roadmap, or in other words, he'll be the person that decides what kind of tech Intel will be putting in its future GPUs.

There appears to be no shortage of new TWS headphones being announced, but these ones are slightly different from the competition, as they have 27 year Sennheiser veteran Axel Grell behind them. The grell TWS/1 is the first product from grell, a brand from STRAX, which is also home to Urbanista, WeSC and several other brands that mostly focuses on audio or mobile accessories.

The TWS/1 does as you'd expect, focus on audio quality, but also includes all the kind of features you'd expect from current generation TWS headphones, such as ANC, Bluetooth 5.2 and support for the SoundID app from Sonarworks. The TWS/1 is based on Qualcomm's QCC5141 Bluetooth SoC which sits in the premium tier of Qualcomm's product stack and features a pair of DSPs as well as a system processor and an application processor.

Qualcomm Technologies, Inc., together with ecosystem leaders spanning key platforms and OEMs, is set to redefine wireless expectations for latency-sensitive gaming, productivity and learning applications on Window's 11 PCs with Qualcomm FastConnect systems. Wi-Fi Dual Station designed using Qualcomm 4-Stream Dual Band Simultaneous, harnesses multiple Wi-Fi bands and antennas concurrently, to outperform traditional single band connections. By simultaneously utilizing the 2.4 GHz and 5 GHz band (or 6 GHz where available), latency issues in one band can be easily resolved at a system-level both quickly and transparently to the end user.

"Microsoft is pleased to bring 'Wi-Fi Dual Station' to the Windows 11 ecosystem, enabling our Windows OEMs and ecosystem leaders to deliver low-latency performance on the latest Wi-Fi hardware. Games and other latency-sensitive applications can now leverage two concurrent Wi-Fi connections providing best-in-class user experiences," said Ian LeGrow, vice president, program management for windows platforms and services, Microsoft.

In view of the ongoing production capacity shortage in the semiconductor industry and the resultant price hike of chips, revenue of the top 10 IC design companies for 2Q21 reached US$29.8 billion, a 60.8% YoY increase, according to TrendForce's latest investigations. In particular, Taiwanese companies put up remarkable performances during this period, with both MediaTek and Novatek posting YoY growths of more than 95%. AMD, on the other hand, experienced a nearly 100% YoY revenue growth, the highest among the top 10.

TrendForce indicates that the ranking of the top five companies for 2Q21 remained unchanged from the previous quarter, although there were major changes in the 6th to 10th spots. More specifically, after finalizing its acquisition of Inphi, Marvell experienced a major revenue growth and leapfrogged Xilinx and Realtek in the rankings from 9th place in 1Q21 to 7th place in 2Q21.

Qualcomm Technologies International, Ltd. today continued to demonstrate its vision and leadership in the wireless audio space with the introduction of Qualcomm aptX Lossless audio technology to its already extensive audio portfolio. aptX Lossless is a new capability of the proven aptX Adaptive technology and a new feature of Snapdragon Sound Technology that is designed to deliver CD quality 16-bit 44.1kHz lossless audio quality over Bluetooth wireless technology. Qualcomm Technologies has taken a systems level approach and optimized a number of core wireless connectivity and audio technologies, including aptX Adaptive, which work together to auto detect and scale-up and are designed to deliver CD lossless audio when a user is listening to a lossless music file and the RF conditions are suitable.

"At Qualcomm Technologies we're excited about the future of sound, and we're continually looking for ways to help our customers deliver new and exciting listening experiences. Lossless audio means mathematically bit-for-bit exact, with no loss of the audio file and up to now the necessary bit rate to deliver this over Bluetooth has not been available. With many leading music streaming services now offering extensive lossless music libraries, and consumer demand for lossless audio growing, we're pleased to announce this new support for CD lossless audio streaming for Bluetooth earbuds and headsets which we plan to make available to customers later this year," said James Chapman, vice president and general manager, Qualcomm Technologies International, Ltd.

NVIDIA at GDC dropped a major hint at where it wants to take PC gaming post the Arm acquisition. The company is demonstrating its RTX real-time raytracing technology, and the DLSS performance enhancement, on an Arm processor by MediaTek. To the PC, this means NVIDIA is laying the foundations of gaming in the post-x86 world where it holds Arm IP; foundations that were dug up by Apple and its mighty M1 chip, based on Arm CPU technology.

Making this unequivocal, was MediaTek. "RTX is the most groundbreaking technology to come to PC gaming in the last two decades," said PC Tseng, general manager of MediaTek's Intelligent Multimedia Business Unit."MediaTek and NVIDIA are laying the foundation for a new category of Arm-based high-performance PCs." The Taiwan-based Arm SoC major has developed a new Arm-based PC processor called Kompanio 1200, which it hopes will power PC platforms much like the Apple M1 or the Qualcomm Compute Platforms.

Samsung intends to take its partnership with AMD for graphics further, by designing its next-generation Exynos 2200 "Pamir" SoC with a faster GPU based on the AMD RDNA2 graphics architecture. Bound for the second half of 2021, Exynos 2200 will be built on Samsung's swanky new 4 nanometer 4LPP (4 nm Low Power Plus) silicon fabrication node, and integrate an RDNA2-based GPU codenamed "Voyager." Samsung hopes to compete with Qualcomm's Snapdragon 895 SoC and its Adreno 730 GPU. Interestingly, the new Snapdragon is also expected to be built on the same Samsung 4 nm node. It will be interesting to see what device the Exynos 2200 debuts with, given that both the Galaxy S22 and Galaxy Note 21 won't arrive before 2022.

Consumer technology expert, Tronsmart, which in June celebrated its 8th birthday, is pleased to announce the arrival of its Apollo Air and Apollo Air+ TrueWireless Stereo Plus Hybrid ANC earbuds. Both earbuds feature the industry-leading Qualcomm QCC3046 Chip and deliver 35dB full frequency hybrid active noise cancelling. The Tronsmart Apollo Air are available from Amazon.com and Amazon UK for £69.99/$69.99 (UK availability in one month) as well as the Tronsmart website, whilst the Apollo Air+ are available from the Tronsmart website for $89.99/£68 (approx) now with Amazon.com and Amazon UK expected to stock in August.

The new Apollo earbuds both feature hybrid ANC noise cancellation which eliminates up to 35dB in low, mid and high frequencies. There are three ANC modes available: cVc 8.0 noise cancellation which allows users to focus on their music, ANC off so users can listen to the music without being completely isolated with the earphones simply blocking out noise and ambient mode, which enhances surrounding outdoor noises making it the ideal setting for cycling or running whilst staying safe and aware.

A next-generation Microsoft Surface Pro X with Windows 11 was shown running a Microsoft-branded processor that's expected to be a design collaboration between the company and Qualcomm, in a bid to develop a high performance/Watt solution rivaling the Apple M1. Microsoft's contribution to this is the x86-64 emulation heavily integrated into Windows 11, letting you run native x86-64 apps seamlessly, with the OS handling the hardware abstraction much like WOW64.

Called the Microsoft SQ2, the silicon features an 8-core/8-thread CPU, and an iGPU that meets the minimum requirements of Windows 11 for its standard UI, with just enough power for web-browsing with high-res videos. The CPU runs at speeds of up to 3.15 GHz, and has a fairly advanced memory system that includes a 3-level cache and LPDDR5 memory.

Qualcomm is trying to get into the PC space with their mobile Snapdragon chips, which offer great battery and decent performance. However, so far only Apple managed to get the right formula for developing custom low-power, high-performance chips. It is exactly Apple's M1 processor in question that Qualcomm intends to mimic. According to the recent interview with Qualcomm's new CEO Cristiano Amon, we are informed that Qualcomm plans to produce laptop chips that would directly compete with Apple's. That means that, despite the ecosystem differences of Apple M1 (macOS) and Qualcomm Snapdragon (Windows-on-Arm), the company wants to deliver equal if not better performance and great battery life.

With the recent acquisition of Nuvia, Qualcomm has a team of very talented engineers to back up its claims. The company also recently hired some of the developers behind Apple's M1 chip. The company notes that it will be using only the best solutions for its upcoming SoC, which will include a 5G modem. Mr. Amon has also noted the following:

We needed to have the leading performance for a battery-powered device. If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.

Qualcomm Technologies, Inc. today announced the expansion of its 5G RAN Platforms portfolio with the addition of the Qualcomm 5G DU X100 Accelerator Card. The Qualcomm 5G DU X100 is designed to enable operators and infrastructure vendors the ability to readily reap the benefits of high performance, low latency, and power efficient 5G, while accelerating the cellular ecosystem's transition towards virtualized radio access networks.

The Qualcomm 5G DU X100 is a PCIe inline accelerator card with concurrent Sub-6 GHz and mmWave baseband support which is designed to simplify 5G deployments by offering a turnkey solution for ease of deployment with O-RAN fronthaul and 5G NR layer 1 High (L1 High) processing. The PCIe card is designed to seamlessly plug into standard Commercial-Off-The-Shelf (COTS) servers to offload CPUs from latency-sensitive and compute-intensive 5G baseband functions such as demodulation, beamforming, channel coding, and Massive MIMO computation needed for high-capacity deployments. For use in public or private networks, this accelerator card aims to give carriers the ability to increase overall network capacity and fully realize the transformative potential of 5G.

NVIDIA's $40 billion takeover of Arm Holdings plc from SoftBank, got a shot in the arm, as three major licensees of the IP came out in support of the bid. These include Broadcom, MediaTek, and Marvell Technology Group. This development is key for NVIDIA to fight the perception built up by a rival faction, that the democratized nature of the Arm IP would get lost if a chipmaker like NVIDIA owns it. This rival faction is primarily led by Qualcomm.

It's interesting to note the individual backers of the NVIDIA takeover. There is nothing but love between Broadcom and Qualcomm, especially after the former's failed bid to acquire the latter. MediaTek is a major smartphone and IoT SoC maker, dominating the low-cost and mainstream smartphone segments. Marvell is big in datacenter and storage IP. Each of the three are results of huge IP consolidation over the past decade.

Qualcomm is proposing a consortium of companies that will make a competitive bid to acquire Arm Holdings from SoftBank, if NVIDIA falters in its acquisition, according to a report in The Telegraph citing an interview with Qualcomm CEO Cristiano Amon. Unlike NVIDIA's bid, where a single company that's in the SoC designing business, gets to own Arm IP, giving it a competitive upper-hand over other Arm licensees; the consortium would be made up of several companies, including Qualcomm, one of Arm's largest IP licensees, which makes SoCs for smartphones, tablets, wearables, and IoT devices, across all market segments.

"If Arm has an independent future, I think you will find there is a lot of interest from a lot of the companies within the ecosystem, including Qualcomm, to invest in Arm," said Amon. "We will definitely be open to it, and we have had discussions with other companies that feel the same way. That's the reason it's a logical conclusion for us, and for many other companies, that to invest in a strong and independent Arm is probably the best for everyone," he added. NVIDIA is in the process of acquiring Arm Holdings, lock, stock, and barrel, in a humongous $40 billion deal, which has run into hold-ups with competition regulators across the globe, including the UK, the home of Arm Holdings.

Global audio specialist, Mixcder, is today pleased to announce the launch of the G1 true wireless earbuds. With improved portability and impressive functionality, the 2-in-1 G1 earbuds have been designed to improve users' gameplay experiences across some of the most popular consoles, including PS4, PS5 and Switch Lite and are now available to purchase from Amazon for £69.99. Thanks to the Bluetooth capability, the G1 can also be used with mobile phones like normal earbuds.

The unique 2-in-1 premium design of wireless earbuds and a compatible type-c adapter, paired with the built-in Qualcomm chip, ensures a stable connection and reliable performance without the additional cost of a separate adaptor or wireless accessories which are usually needed to connect existing earbuds to consoles and controllers. The G1 earbuds also have a built-in PixArt chip with 60 ms ultra-low latency technology, which effectively reduces sound delay and any audio lags, enabling users to maintain complete focus in Fortnite battles and multi-player matches on FIFA.

QNAP Systems, Inc. (QNAP), a leading computing, networking, and storage solution innovator, today released the QMiro-201W and the QMiroPlus-201W. Both routers provide a Home Cloud and Tri-band Mesh Wi-Fi SD-WAN solution to empower high-coverage Mesh Wi-Fi and storage applications. With QuWAN SD-WAN cloud deployment, Zero Trust security, and a home cloud solution, the QMiro Series enables simple and secure home Wi-Fi, cloud storage with remote networking applications.

"As QNAP's first Mesh Wi-Fi router series, the QMiro-201W and QMiroPlus-201W provide both stable Mesh Wi-Fi in homes and an SD-WAN VPN connection for remote workers", said Frank Liao, Product Manager of QNAP, adding "With the Home Cloud 2.0 solution, QMiroPlus-201W both greatly simplifies home private cloud deployment to offer a user-friendly experience for home users and also provides remote workers with efficient access between company, home and public clouds."

Samsung Electronics Co., Ltd. today unveiled the Galaxy Book Go and Galaxy Book Go 5G, new additions to the Galaxy Book lineup, powered by the latest Qualcomm Snapdragon compute platforms. The Galaxy Book Go series provides more choices at accessible prices to consumers looking to achieve more anytime, anywhere.

"PCs continue to enable our digital lives, helping us connect to our friends and family, work remotely, and find outlets for creativity and relaxation," said Woncheol Chai, SVP and Head of Experience Planning Team, Mobile Communications Business, Samsung Electronics. "The Galaxy Book Go series is built for today's mobile-first users, who expect seamless communication, sustained productivity, and immersive entertainment—all in one device. With the new addition to the Galaxy Book, Samsung offers wider options to our consumers to choose a device that best fits their needs."

Qualcomm Technologies, Inc. today debuted the Qualcomm Snapdragon 7c Gen 2 compute platform, the second generation of the Company's breakthrough entry-level platform for always on, always connected Windows PCs and Chromebooks with efficient performance and support for multi-day battery life. During the Qualcomm Snapdragon Compute: Scaling the Mobile Compute Ecosystem Virtual Announcement, the Company shared that devices powered by Snapdragon 7c Gen 2 will upgrade entry-level device experiences with enhanced camera and audio capabilities, integrated LTE connectivity, AI acceleration, enterprise-grade security features, and the long-lasting battery life that users deserve. The addition of Snapdragon 7c Gen 2 to the compute platform portfolio will enable customers to scale device offerings and address user demands.

The Snapdragon 7c Gen 2 compute platform will continue to demonstrate how the Company is revolutionizing laptop experiences. With leading notebook performance, support for multi-day battery life, intelligent AI, integrated LTE connectivity, and advanced camera and audio features, this platform will set a new standard for entry-level consumer, enterprise, and education devices.

Qualcomm Technologies, Inc. today announced the Qualcomm Snapdragon Developer Kit, which is designed to enable extended support for independent software vendors and application developers to test and optimize their applications for the growing ecosystem of devices powered by Snapdragon compute platforms. Built in collaboration with Microsoft, this Windows 10 on Arm-based developer kit is a cost-effective resource for developers to verify and validate their solutions to help ensure great user experiences for working, learning, and collaborating on Snapdragon-enabled Windows 10 PCs.

This is the latest collaboration between Qualcomm Technologies and Microsoft to strengthen resources for developers who are recompiling, optimizing, and testing applications for Windows 10 devices powered by Snapdragon compute platforms. In September 2020, Microsoft announced the expansion of its App Assure Program to Windows 10 on Arm PCs powered by Snapdragon compute platforms, as well as the optimization of Microsoft Edge, Microsoft Teams, and Visual Studio Code. The latest advancement in the coordinated support of independent software vendors and application developers was the December 2020 introduction of x64 emulation preview for Windows 10 PCs, to the Windows Insider Program.