Showing posts with label Palm Pre. Show all posts
Showing posts with label Palm Pre. Show all posts

Wednesday, 15 July 2009

Consumer/wireless MEMS bulldoze way through downturn

EL SEGUNDO, USA: Defying the downturn in the overall electronics industry, the market for Microelectromechanical Systems (MEMS) used in consumer electronics and wireless products is expected to generate 6.4 percent growth in 2009, according to iSuppli Corp.

Global consumer and wireless MEMS revenue will amount to $1.24 billion in 2009, up from $1.17 billion in 2008. This contrasts sharply with the 23 percent decline in overall semiconductor revenue expected in 2009. It also flies in the face of the predicted 8.2 percent and 13.1 percent drops in consumer electronics and wireless equipment revenue in 2009.

The figure presents iSuppli’s forecast of global revenue of sales of MEMS for consumer and mobile electronics products.

iSuppli: Global Revenue Forecast for Consumer and Mobile Market for MEMS Devices, 2006-2013 (Revenue in Millions of US Dollars)Source: iSuppli, July 2009

“On the consumer side, gyroscopes are helping to drive the growth of MEMS, with revenue rising at a CAGR of 18 percent from 2008 to 2013,” said Jérémie Bouchaud, director and principal analyst for MEMS at iSuppli.

“These devices are used in products including controllers for video game consoles. As the market for multi-axis gyroscopes develops and these components hit target insertion prices, the market will accelerate for gaming and will pick up for cell phone camera image stabilization as early as 2010.”

On the wireless side, growth is being driven by MEMS accelerometers for mobile phones. Owing to the essential role they play in the user interfaces of hot smart phones like Apple Inc.’s iPhone and Palm Inc.’s Pre, accelerometers are expected to appear in one-third of mobile phones shipped next year, up from one-fifth in 2009, according to iSuppli.

In such smartphones, accelerometers support features like screen-orientation adjustment when the handset is turned to the side. These capabilities now are spreading beyond smart phones to other types of handsets.

Other MEMS products experiencing fast growth in the wireless market include Bulk Acoustic Wave (BAW) filters used in for CDMA and UMTS phones, whose unit shipments grew faster than 50 percent in terms of units in the first half of the year.

The downside of this fast MEMS unit growth is rapid price erosion. Accelerometers in cell phones now sell for 25 percent to 30 percent less than one year ago. Suppliers that are the most aggressive on pricing are gaining the largest market share.

iSuppli notes that the MEMS microphone market will experience its first annual drop in revenue in 2009, but will recover to double-digit annual growth rates starting in 2010. Other MEMS devices of note are RF MEMS switches and varactors, which should go into production for cell phones in the fourth quarter of 2009 or in the first quarter of 2010.

Friday, 10 July 2009

One-third of mobile phones to use accelerometers by 2010

EL SEGUNDO, USA: Owing to the essential role they play in the user interfaces of hot smart phones like Apple Inc.’s iPhone and Palm Inc.’s Pre, accelerometers are expected to appear in one-third of mobile phones shipped next year, according to iSuppli Corp.

“By next year, one out of three mobile phones shipped worldwide will include an accelerometer, up from one out of five in 2009, and one out of 11 in 2008,” observed Jérémie Bouchaud, director and principal analyst, Microelectromechanical Systems (MEMS) for iSuppli.

“While few consumers know what accelerometers are, they do know that when they turn their iPhones to the side, their screens automatically adjust from portrait to landscape view, or that when they shake their handsets they can roll a pair of virtual dice in a game of chance.

With their capability to detect and measure motion, accelerometers are the critical enablers of these features, which are an essential element of what makes these smart phones so popular. These capabilities now are spreading beyond smart phones to other types of handsets.”

Fig. 1 presents iSuppli’s forecast of global accelerometer penetration in all types of mobile phones.

iSuppli Fig. 1: Global Penetration of Accelerometers in All Types of Mobile Phones (Percentage of Total Mobile Phone Shipments)Source: iSuppli, July 2009

Beyond game play and screen orientation, the most popular uses for 3-axis MEMS accelerometer motion sensors in phones include power management and shake modes for control of tracks in music phones, context awareness and pedometers.

iSuppli’s teardown analysis of the iPhone 3G S revealed the use of a 3-axis MEMS accelerometer from STMicroelectronics. Beyond the features mentioned above, the STMicroelectronics part works with the new iPhone’s digital compass to orient maps to whatever direction a user is facing.

In the teardown of the Palm Pre, iSuppli identified a Kionix Inc. MEMS accelerometer and inclinometer.

Looking specifically at the top mobile-phone OEMs, 38 percent of new Nokia handsets platforms have integrated motion-sensing accelerometers since January. Sony Ericsson had the highest penetration of accelerometers, with 18 out of 19 new phones models introduced this year. Samsung and LG also are offering new phones with 3-axis accelerometers.

iSuppli annually tracks the features of more than 1,000 mobile phones from 32 manufacturers—accounting for 99 percent of total cell phone shipments. Since January 1, of the several hundred phones already introduced, 18.3 percent of the models integrated an accelerometer. iSuppli expects the penetration of accelerometers in new models to rise in the second half of 2009.

Partly because of the rapid rise in accelerometer adoption, as well as the use of other MEMS, the market for microelectromechanical sensors for mobile phones is expected to more than triple from 2008 to 2013. Global revenue from sales of MEMS for mobile phones will rise to $1.6 billion in 2013, up from $460.9 million in 2008.

Beyond accelerometers, other MEMS devices already used in mobile phones include microphones, BAW duplexers and filters, MEMS autofocus actuators, pressure sensors and even MEMS pico-projectors. MEMS gyroscopes will join the fray in early 2010.

Fig. 2 attached presents iSuppli’s forecast of global MEMS revenue derived from mobile handsets.

iSuppli Fig. 2: Worldwide Forecast of Sales of MEMS for Use in Mobile Phones (Revenue in Millions of US Dollars)Source: iSuppli, July 2009

Friday, 12 June 2009

TI, Qualcomm, Sony and Samsung score key design wins in Palm Pre

EL SEGUNDO, USA: Texas Instruments Inc. (TI), Qualcomm Inc., Sony Corp., and Samsung Electronics Co. Ltd., are the leading component suppliers for Palm’s new Pre, providing the key semiconductor and display technologies that give the smart phone its competitive differentiation, according to dissection conducted by iSuppli Corp.’s Teardown Analysis Service.

iSuppli: Palm Pre Major Top Components and Cost DriversSource: iSuppli Corp. June 2009

“With the Pre, Palm has made some surprising choices not only in the phone’s features, but also in its design and component selection,” said Andrew Rassweiler, director and principal analyst, teardown services, for iSuppli. The attached table presents a summary of the major components in the Pre.

Sony gets display win
As iSuppli expected, the Pre makes use of an advanced Low-Temperature Polysilicon (LTPS) LCD display. The display, supplied by Sony, is a 16-million color LCD with a pixel format of 320 by 480.

LTPS displays provide higher resolutions and faster response times than the conventional LCDs used in most mobile phones, but are also more expensive. iSuppli estimates the LTPS display carries a price of $21.

While Sony was the supplier in the specific Pre torn down by iSuppli, it’s likely that Palm is using other sources, given the availability of such displays from other companies.

The LTPS display, fused together with the Pre’s touch screen module, represents the largest cost driver in the Pre, at a combined price of $39.50.

With the Pre using the same multi-touch capacitive technology used in the iPhone, Apple likely is employing the same set of suppliers for the touch screen module, i.e., TPK/Balda, Touch International and others.

Touch screen controller chip is the Cypress Semiconductor CP6944BA integrated circuit.

Divide and conquer
The Palm Pre’s design is split into two core spheres, just like the iPhone: the applications processor portion, which centers on TI’s OMAP3430 applications processor; and the wireless interface portion, which revolves around the Qualcomm MSM6801A baseband processor.

“Employing a discrete and completely separate applications processor inherently should have the advantage of improved performance over designs that choose to leverage a single piece of core silicon,” Rassweiler said. “Most of the so-called “iPhone killers” iSuppli has torn down keep costs down by having one—and only one—core silicon asset. However, this approach burdens a single processor with multiple functions, degrading performance. This Pre’s two-pronged solution may be more costly, but should yield a superior-performing smart phone.”

TI’s OMAP finds way into the Pre
TI supplies the core of the Pre—the OMAP3430 applications and media processor. The Pre also employs a companion chip to the OMAP3430 OMAP, TI’s TWL5030B dedicated power management/audio codec device. TI’s total semiconductor content identified in the Pre thus far is worth $19.37, with the applications processor slot sole-sourced by definition.

Amped DRAM
In one surprise, the Pre includes a relatively large quantity of SDRAM: 2Gbits in two 1Gbit dies. Most smart phones and PDAs torn down by iSuppli, including the iPhone 3G, incorporate only 1Gbit or less of SDRAM. This DRAM is mounted directly on top of the applications processor using a package-on-package enclosure.

Elpida was identified as the supplier of this SDRAM in the specific Pre torn down by iSuppli. Interestingly, although Elpida is the world’s No.-2 supplier of mobile DRAM, iSuppli in its teardowns rarely sees the company’s parts outside of integrated Multi-Chip Package (MCP) memory solutions.

The larger quantity of memory likely is needed as a buffer to support the Pre’s capability to multi-task various applications, a key allure of the Pre’s webOS operating system relative to that of the iPhone and competing smart phones.

Qualcomm at the core
The Qualcomm MSM6801A baseband processor is the key wireless semiconductor portion of the Pre, providing the essential communications functions for the smart phone, supporting the CDMA2000 1X and CDMA2000 1X Rev A EV-DO air standards.

Together with Qualcomm’s two RF support chips, the RFR6500 receiver and RFT6150 transmitter, the company provides $18.45 worth of semiconductor content to Pre.

Surprisingly, Palm did not employ Qualcomm’s PM6650 chip, which performs the power management function in almost all Qualcomm-based designs. Instead, that function is supported by Maxim’s MAX8695 power management integrated circuit, a design choice also seen in the LG Voyager VX10000.

Other notable aspects of the Pre’s design include:
* A basic digital camera, based on a 3-megapixel CMOS sensor and using a fixed lens, rather than employing auto-focus optics.
* A Murata WLAN/Bluetooth module, which is ostensibly the same as the one found in the iPhone 3G. This Murata module features a Marvell W8686B12 and a CSR BlueCore 6 solution.
* A novel approach to detecting when the device slides out, by using an Osram optical sensor. Typically, sliding devices use a conventional magnet with a hall-effect sensor combination to achieve this function. This may be due to the optional inductive charging stand, which also uses a magnet to hold the Pre to its base—a move that might confuse the conventional hall-effect sensing arrangement.
* The use of proximity sensing to detect closeness to the user’s face to actively dim the screen and to conserve energy.

Samsung eMMC
In another interesting design choice, the Pre makes use of 8GBytes of Samsung’s eMMC MoviNAND flash memory, rather than regular Multi-Level Cell (MLC) NAND commonly found in mobile phones. eMMC is a premium variety of NAND flash memory that combines high-density MLC NAND flash with a memory management controller to deliver higher performance and easier integration into electronic designs.

This win gives Samsung $17 worth of content in the individual Pre torn down by iSuppli. Palm potentially will use other suppliers as well for this memory requirement, including the competitive eMMC NAND flash solutions offered by Micron, Hynix and SanDisk.

Tuesday, 9 June 2009

Shipments of iPhone 3GS above 9 million for 2H09

TAIPEI, TAIWAN: Apple just announced to launch new iPhone model “iPhone 3G S”. DRAMeXchange forecast the shipment will be above 9 millions for 2H09 but the achievement is deeply relied on the consequence of cooperation deal between Apple and international operators.

New iPhone NAND Flash consumption will be 162 million GB based on the assumption of 16GB to 20GB average content and 9 million shipments in 2H09. The launch of “iPhone 3G S” will have some positive impact on NAND Flash market even though the consumption merely accounts for 4.7 percent of total out in 2H09.

The first quarter sales of “iPhone 3G S” is unlikely to surpass the around 7-million-sales scale of “iPhone 3G” if the launch timing and competitive smartphone market have been taken into consideration, says DRAMeXchange.

Some global cellular phone giants such as Nokia, Samsung, Sony Ericsson and LG have introduced various smartphone with touch screen function during the past years. Original smartphone companies RIM, Palm and HTC also fight back with Black Berry Storm, Palm Pre and HTC Touch Pro2. iPhone does trigger the smartphone evolution and every cellular firms are watching Apple carefully.

It will be more determined how new iPhone impact on NAND Flash market in 2H09 until the sales figures are published since iPhone 3G S will hit the market on June 19th. According to the past three quarters ,iPhone 3G was launched in 3Q08 in 22 countries and all-time-high 6.9 million shipment was recorded in 3Q08. The shipments in 4Q08 and 1Q09 have down to 4.36 million and 3.79 million respectively due to the global economic slump.

iPhone has been the spotlight since Apple Inc. introduced the product in 2007. The functionality, spectrum development and update have always drawn market attention. In 2008, Apple upgraded its communication standard from 2.5G to 3G and extended embedded NAND Flash from 4GB/8GB to 8GB/16GB.

Apple announced to launch new iPhone model “iPhone 3G S” at WWDC (Worldwide Developer Conference) in San Francisco, California. The “iPhone 3G S” is expected to outperform “iPhone 3G” in terms of functionality and operation speed. Not only NAND Flash content is extended to 16G/32G, 3.0 megapixels digital camera, 7.2 Mbps HSDPA and double execution speed in software application are also equipped in “iPhone 3G S”.

The marketing campaign remains the same, that is, “Advanced spectrum with same old price” still applies to this new generation iPhone. 32GB “iPhone 3G S” is pricing at US$299, US$199 for 16GB one and US$99 for old 8GB iPhone 3G. Two years cellular contract with AT&T is needed to get the good price listed above. iPhone 3G S is expected to launch in July in over 80 countries. Apple does not provide any detail if it will apply the same marketing strategy in other global markets.

Tuesday, 2 June 2009

Jump in smartphone orders in Q2 lifting silicon MEMs mics

NEW TRIPOLI, USA: Q2 2009 smartphone orders, up nearly 15 percent sequentially, will lift the silicon MEMs microphone market from its worst year since they became commercially available, according to the report: “Silicon Microphones and Speakers: Technology, Market Analysis, and End-Applications,” recently published by The Information Network.

Orders for smartphones reached 41.5 million units in Q2 2009 in anticipation of early Q3 introduction of several new models. Nokia's Ovi Store launched on May 26. On June 6, the long-awaited Palm Pre will launch on the Sprint Network. LG comes back to the market with two new touchscreen-based cellphones. New BlackBerrys are also rumored to be hitting stores soon. I anticipate the iPhone 2009 will be announced next Monday at the Apple WWDC and the new iPhone 2009 out near the end of June.

"The MEMS silicon microphone market has become a hotbed of activity, spurred by record-breaking growth in consumer electronics products such as hearing aids, cellular phones, cordless phones, headsets, and headphones," noted Dr. Robert Castellano, President of The Information Network. "Initial entrants that included Knowles Acoustics, Akustika, and Sonion (Denmark) has grown to include Analog Devices, Wolfson Microelectronics (UK), Freescale, STMicroelectronics, Infineon, and Omron (Germany)."

China suppliers entered the market in recent years and include Shangdong Goer Acoustics Technology Co. Ltd, Suzhou MEMSensing Microsystems Co. Ltd, and AAC Acoustic Technologies (Shenzhen) Co. Ltd.

For 2009, the report forecasts a 5 percent downturn in the cellphone market, from 1,216 million units in 2008 to 1,156 million units in 2009. The smartphone market, which includes the iPhone, will grow 21 percent from 196 million units in 2008 to 238 million units in 2009. This sector is the key growth area for the MEMS microphone.