Will Strauss, Special Contributor
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Moves, strategic and otherwise
Will looks into the Intel and Achronix Semiconductor announcement, Verizon 4G LTE, and more.
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Freescale rediscovers AltiVec
Will eEDGEs us toward the future, has tips for Intel, and offers historical context on component scarcity.
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DSP/Wireless Market Analysis
This informal mid-month newsletter is later than usual because there's really nothing to be excited about in the latest statistics. But, we think there are some interesting industry and technology developments to call to your attention. First, overall DSP chip shipments in April 2007 were down almost 9 percent compared to March levels, which were up 42 percent over February levels. Cellphone DSP revenues up...slightly
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DSP/Wireless Market Analysis
March revenues up sharply, but Q1 down 12 percent
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DSP/Wireless Market Analysis
DSP chip shipments rose to $8.3 billion for calendar year 2006, a 9% increase over the prior year (and 1% under our forecast of 10%). This is slightly above the 8.7% growth of all monolithic integrated circuits.
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DSP/Wireless Market Analysis
In light of the lackluster Q3 growth and lower cellular forecasts for the fourth quarter by Nokia, Motorola, and Texas Instruments, and problems at Infineon/BenQ, we believe that the touted projections (by others) of billion-unit cellphone shipments will not happen in 2006.
