About 811 million cell phones shipped in 2005. That is more than any other product on earth. That's why Intel is trying to get into the wireless business. The wireless market is growing faster than PCs. |
Certainly in the high-performance side, this gives them a lot of strength. They had a lot of commodity market products that they were shipping a lot of volume in, but at the more lucrative high-end of the market, Burr Brown is a good match for them. |
Growth will be about 16% this year. That's good, but not spectacular. I don't see any shortages this year. |
In handsets, you need processing power for one channel. In a base station you need a chip that can handle up to 12 simultaneous calls. |
It's sort of like 'Field of Dreams.' If you build it, will they come? Of course, the whole idea is to make sure there will be people with cell phones and portable devices that will, in fact, want to be able to view images over DVD-H. |
Part of that increase is because chips are getting more complex with more on-board memory. Clock rates have increased, processing capability has improved. The good news is geometries are shrinking so we can get more on the same chip at the same price. |
The latest batch of vendors to develop architectures may be in for some consolidation. The current crop of 20 or so vendors might shrink down to about five suppliers over the next five years, even with new companies continually emerging. |
The long nuclear winter of the telecom business has now turned to spring and we believe it will continue to grow from here. |
They are used when you have multiple video streams and you have to translate from MPEG 2 to MPEG 4 for several streams. |
They were fifth, and this would bring them up to No. 2 in the converter world. |
TI is not doing anything it couldn't have done before. It is just being more organized about it. |
Wireless is one of the most exciting technology markets, and Austin appears to have a growing role there. After San Diego and Silicon Valley, then Austin has got it. |
Without the standard chips they wouldn't be able to expand their market outside of their two biggest W-CDMA customers. |
Without the standard chips, they wouldn't be able to expand their market outside of their two biggest W-CDMA customers. |