Linley
on CE
Independent
Analysis
of
Semiconductors
for
Mobile and Wireless
Volume
3, Issue 2
February 1, 2008
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Editor:
Linley Gwennap
Contributors: Bob Wheeler, Jag Bolaria, Joseph Byrne, Michael Stanford
In
This Issue
CES Spurs Mobile-TV Chips
January’s
CES show led to a few mobile-TV announcements. Siano Mobile Silicon
demonstrated its new SMS1100 family. The company
was the first to deliver a multistandard receiver, the SMS1000/SMS1010
family, and the SMS1100 extends this approach by adding support
for ISDB-T 1Seg and 3Seg. Like the SMS1010, the SMS1100 is an MCM
integrating a demodulator and tuner. The new design also addresses
the mobile-reception problems that plagued the SMS1000/SMS1010
and maintains the excellent power dissipation of the older design,
although Siano has not yet provided performance or power figures.
Japan’s 1Seg is the most successful mobile-digital TV service
worldwide, and chip vendors must support this standard to be successful.
Shipments of 1Seg-enabled handsets, however, have tapered off in
recent months. The attach rate has plateaued at just over 30%,
and total handset shipments have declined after a strong 1H07.
For Siano, the best opportunities may be with media-player and
navigator OEMs because their systems are more likely to be sold
worldwide—and thus benefit from multistandard capability—than
Japan’s nonpareil handsets. Adding ISDB-T support, though,
may have come at little development cost. If Siano can price its
receiver accordingly, offsetting a die-area penalty of supporting
multiple standards, then the company may gain traction with OEMs
focused exclusively on Japan. Growing deployment of ISDB-T in Brazil
provides further growth opportunities.
Also at CES, GB20600-supplier Legend Silicon announced the LGS-8GS6
and LGS-8GA6 receivers for mobile applications. Functionally
equivalent, the 8GS6 integrates a tuner from Sharp and the 8GA6
integrates
a tuner from Analog Devices. Both also include memory in the
MCM. GB20600 is China’s national standard for digital TV. It is
robust enough to support mobile reception, but its memory requirements
are high (note the use of a separate memory die in the 8Gx6, above)
and, without time-slicing or another power-saving method, power
consumption is excessive (the 8GS6 consumes 530mW) for handheld
systems. For these, and most likely political reasons, there is
interest in a mobile-specific standard. While the government is
busy comparing the various options for a national mobile standard,
DigiTimes reported in mid-January that supporters of the CMMB specification,
backed by the State Administration of Radio, Film, and Television
(SARFT), are moving forward with their hybrid satellite-terrestrial
deployment. The CMMB camp is, therefore, either dangerously flouting
authority, or it has secured approval in a backroom deal. Resolving
conflict promptly is critical if the Chinese mobile-TV industry
is to use the Summer Olympics as a market catalyst. Telegent Systems is the lone supplier of mobile-TV chips pursuing
the analog TV market. Post-CES company announced the TLG1120.
The TLG1120 enhances the company’s earlier NTSC/PAL TLG100 design
by adding support for the SECAM standard, thereby offering reception
worldwide. Emphasizing the viability of the strategy to support
old-fashioned analog TV, Telegent also announced in January that
it had shipped 5 million units in the preceding nine months (i.e.,
since inception), making it one of the leading mobile-TV chip suppliers.
On
the standards front, the most interesting news out of CES was
that of forward progress toward adding mobility to the
ATSC standard.
The Open Mobile Video Coalition announced that it would trial
the so-called MPH technology put forth by LG Electronics
and Samsung’s
A-VSB technology in parallel. Both technologies take advantage
existing broadcast infrastructure, reducing the investment
required to bring a mobile service online compared with
MediaFlo, DVB-SH,
or other technologies and circumventing the business-model
issues that pay services offered by mobile-phone operators
face. A mobile
standard may reinvigorate free-to-air broadcasters in the
U.S., where cable and satellite are the dominant media
for receiving
TV. A key technology hurdle is that ATSC uses 8-VSB, a single-carrier
technology, instead of OFDM, which is used in every other
digital-TV standard (except S-DMB). A compromise between
two proposals, GB20600
also supports a single-carrier mode, lending an advantage
to Legend if it chooses to pursue the North American market.
—Joe
Additional
coverage appears in our report A
Guide to Mobile TV Chips.
LTE Gains Momentum
Last week, the 3GPP has announced it has completed the specification
for LTE, the next-generation cellular technology that will become
part of 3GPP Release 8. Commonly known as a 4G technology, LTE
is designed to greatly increase data rates, achieving up to 326Mbps
downstream and 86Mbps upstream. The new technology will begin
carrier trials later this year, with deployment likely to begin
in 2010,
a decade after the initial deployments of 3G (UMTS) technology.
Shipments of LTE handsets are likely to remain negligible for
several years; UMTS took five years to reach even 5% of the
overall handset
market. The winds of change favor LTE. As the designated evolutionary
path of 3GPP, LTE is likely to be adopted by most, if not
all, carriers
currently using GSM/UMTS, which is used in more than 80% of handsets
today. Most other handsets use some version of Qualcomm’s
CDMA technology. Qualcomm’s 4G technology, called UMB, received
a major blow when U.S.-based Verizon, the largest CDMA carrier,
announced last month that it has chosen LTE as its 4G standard.
Sprint, the other major U.S.-based CDMA carrier, has long-standing
plans to deploy WiMax, another 4G technology, although it is not
clear whether such deployment would exclude UMB or LTE.
Whether
LTE holds 80% or 100% of the 4G market, it will clearly be the
leading 4G technology. Although shipments of 4G handsets
will initially be small, handset-processor vendors cannot ignore
this next-generation initiative. Vendors that demonstrate full
functionality in early deployments will establish a track record
that will help them win larger deployments later. The 3G chip
market continues to be dominated by TI, Qualcomm, and Ericsson
(EMP),
the three companies that supported early 3G deployments. Leading
handset-processor vendors must add LTE to their long list of
R&D
tasks, if they wish to remain leading vendors in the next decade.
—Linley
Additional
coverage appears in our report A Guide to Wireless
Handset Processors.
News
In Brief
Motorola announced
last week that it will increase its usage of Qualcomm processors
in UMTS (3G) handsets. A year ago, Motorola
announced it was working with Texas Instruments to develop a UMTS
ASIC. Due to the high cost of ASIC development, we expected this
ASIC to be Motorola’s primary UMTS solution. The new announcement
could indicate some problems or delays in the development of the
TI ASIC. Motorola could also be hedging its bets to ensure a smooth
ramp for its UMTS handsets. In any case, despite being Motorola’s
largest supplier of EDGE (2G) processors, Freescale remains the
odd man out in Motorola’s 3G plans. —Linley
Additional
coverage of 3G processors appears in our report A
Guide to Wireless Handset Processors.
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