InfoAnda - Analysis: Smart logic: Samsung chips away at Intel lead |

Pakistanis angry over detentions in Times Sq. case
Monday, May 24, 2010
ISLAMABAD – Relatives of three men detained by Pakistan for alleged links to the suspect in the attempted Times Square bombing say the men are innocent.
They

Taiwan denies boycotting Australian film festival
Thursday, August 6, 2009

AFP - Thursday, August 6TAIPEI (AFP) - - Taiwan's Beijing-friendly government on Wednesday denied boycotting an Australian film festival amid a row over the e

Merkel's support dips, regional ally resigns International
Thursday, September 3, 2009

By Sarah Marsh and Noah Barkin

BERLIN (Reuters) - Chancellor Angela Merkel suffered a double blow on Thursday as a senior party ally in east German

Minister seeks closure of anti-Berlusconi websites
Wednesday, December 16, 2009
ROME (AFP) - – The Italian government moved Tuesday to close down Internet sites encouraging further violence against Prime Minister Silvio Berlusconi, who

Asian markets mixed after Wall Street rally
Wednesday, March 18, 2009

By ELAINE KURTENBACH,AP Business Writer AP - Wednesday, March 18SHANGHAI - Asia's stock market rally seemed to be running out of steam Wednesday, despite an

Oil price falls below $40 | 6 December 2008
Balkan leaders discuss ties, EU prospects at Istanbul summit | 24 June 2010
Alaska Trembles Under 5.6 Magnitude Quake After Shaky Week | 26 September 2010

Pentagon plans to strengthen cyberspace defenses, respond to attacks | 16 July 2011

Forum Views () Forum Replies ()

Read more with google mobile : Analysis: Smart logic: Samsung chips away at Intel lead |

Edition: U.S. Africa Arabic Argentina Brazil Canada China France Germany India Italy Japan Latin America Mexico Russia Spain United Kingdom Home Business Business Home Economy Technology Media Small Business Legal Deals Earnings Social Pulse Business Video The Freeland File Markets Markets Home U.S. Markets European Markets Asian Markets Global Market Data Indices M&A Stocks Bonds Currencies Commodities Futures Funds peHUB World World Home U.S. Brazil China Euro Zone Japan Mexico Russia India Insight World Video Reuters Investigates Decoder Politics Politics Home Election 2012 Campaign Polling Tales from the Trail Political Punchlines Supreme Court Politics Video Tech Technology Home MediaFile Science Tech Video Tech Tonic Social Pulse Opinion Opinion Home Chrystia Freeland John Lloyd Felix Salmon Jack Shafer David Rohde Bernd Debusmann Nader Mousavizadeh Lucy P. Marcus David Cay Johnston Bethany McLean Edward Hadas Hugo Dixon Ian Bremmer Lawrence Summers Susan Glasser The Great Debate Steven Brill Jack & Suzy Welch Frederick Kempe Christopher Papagianis Breakingviews Equities Credit Private Equity M&A Macro & Markets Politics Breakingviews Video Money Money Home Tax Break Lipper Awards 2012 Global Investing MuniLand Unstructured Finance Linda Stern Mark Miller John Wasik James Saft Analyst Research Alerts Watchlist Portfolio Stock Screener Fund Screener Personal Finance Video Money Clip Investing 201 Life Health Sports Arts Faithworld Business Traveler Entertainment Oddly Enough Lifestyle Video Pictures Pictures Home Reuters Photographers Full Focus Video Reuters TV Reuters News Article Comments (0) Slideshow Follow Reuters Facebook Twitter RSS YouTube Read Storm may be brewing in Gulf of Mexico 21 Jun 2012 Moody's cuts ratings of 15 banks | 2:17am EDT Travolta sued for libel as gay claims resurface 21 Jun 2012 Afghan police say 13 killed in Kabul hotel siege | 3:26am EDT Assange says ready for life in Ecuador | 1:02am EDT Discussed 166 U.S. deserter in Sweden steps forward after 28 years 128 Joy and anger as Obama relaxes deportation rules 124 Obama campaign requests outside Republican group disclose donors Watched A Science First: Japanese researchers grow human liver using stem cells Thu, Jun 21 2012 Siege at Kabul hotel 12:06am EDT Bears roar as economy shakes Thu, Jun 21 2012 Pictures Reuters Photojournalism Our day's top images, in-depth photo essays and offbeat slices of life. See the best of Reuters photography. See more | Photo caption Stonehenge solstice Revelers, spiritualists and tourists gather at Stonehenge. Slideshow The surreal shipwreck Views of the stricken Costa Concordia. Slideshow Analysis: Smart logic: Samsung chips away at Intel lead Tweet Share this Email Print Related News Dutch court orders Apple to pay Samsung damages over patent Wed, Jun 20 2012 Microsoft tackles iPad with Surface tablet Tue, Jun 19 2012 Microsoft tablet promising, but risks remain Tue, Jun 19 2012 Intel to buy InterDigital patents for $375 million Mon, Jun 18 2012 Nokia cuts 10,000 more jobs as losses deepen Thu, Jun 14 2012 Analysis & Opinion Why not enact an ‘intelligent’ national infrastructure plan? Microsoft tablet suffers from lack of greatness Related Topics Tech » Media » iPad » 1 of 6. The Samsung Electronics logo is seen on a laptop computer screen (R) in front of an advertisement board promoting Intel processors at a store in Seoul June 21, 2012. Credit: Reuters/Choi Dae-woong By Miyoung Kim SEOUL | Thu Jun 21, 2012 5:43pm EDT SEOUL (Reuters) - Samsung Electronics, already a world leader in TVs and smartphones, is taking the fight to Intel Corp for the No.1 slot in semiconductors, betting on strong growth in so-called logic chips that are the brains inside today's fast-selling smart mobile devices. Intel dominates the market for computer processors (CPUs) - its Intel Inside sticker is on around 80 percent of the world's PCs - but future growth is in mobile application processors. Demand for these is seen rising around 40 percent annually through 2014, according to Nomura research, while growth in PC processors will be in single digits. By 2015, the global market for application processors (AP) will have jumped fourfold to $33 billion, while the CPU market will shrink by more than a tenth to $34 billion, according to NH Investment & Securities. That's good news for leading AP makers such as Samsung, Qualcomm, Texas Instruments and mobile chip designer ARM Holdings. Intel has yet to set a marker in the mobile chip market. Samsung, which leads the market in memory chips that are used in computers, is converting some memory chip production lines to logic chips and will invest close to $2 billion in a new logic chip plant in South Korea, in a clear bet that smartphones and tablets will be the real growth driver for a $311 billion global semiconductor industry that is being shaken up by the rapid advances in technology and consumer gadgetry. "The overall competition landscape will change as the boundary between CPU and AP blurs, with Intel trying mobile chips, and the performance of ARM-based APs improving to the level of CPU ... That indicates Samsung's ultimate target could be Intel and Qualcomm," said Greg Nho at HMC Investment & Securities. Francis Sideco, analyst at research firm IHS iSuppli, predicted Samsung could overtake Intel in overall semiconductor output. "It's possible," he said. "But that would need Samsung to expand its (AP) customer base beyond themselves and Apple. Also, Intel would have to completely miss the boat on its mobile ambitions." Samsung has a headstart as it builds application processors that power the world's most popular smartphones and tablets - the iPhone, iPad and Samsung's own Galaxy products. Intel has little presence in this dynamic market. In April, India's little-known Lava International launched its Xolo X900 smartphone, the first to use Intel's new Medfield processor. Intel chips will also be used in some smartphones from Lenovo, Google's Motorola Mobility and others. This will give Intel an entrance to the mobile market, but it has yet to rival mainstream mobile chips such as Apple's A5, Qualcomm's Snapdragon and Samsung's Exynos processors. "How big they get and how fast remains to be determined ... I don't think anyone expects these to be mega hits, but rather proof of concept," said JMP Securities analyst Alex Gauna. ARM WRESTLING Intel is also seeing its long-time partner Microsoft tie-up with ARM to take on Apple, as ARM's mobile-friendly chips may be better suited for tablets running Windows 8 - expected to be released by the fourth quarter. Microsoft's alliance with ARM, an Intel rival and the dominant designer of chips for smartphones and tablets, signals a shift in the tech balance of power from the 'Wintel' alliance that set the standard in early computing. "Samsung is betting that mobile processor market growth will further accelerate when Windows 8 is released, which will use ARM-based application processors, and that's partly behind its aggressive capacity expansion," said NH Investment & Securities analyst Lee Sun-tae. Longer-term, it suggests application processors can be used in computers, encroaching on the market for central processing units (CPU), where Intel is leader. "Samsung is expected to gain a toehold in the CPU market to be in direct competition with Intel, as power-efficient ARM-based application processors, which Samsung makes, will square off with Intel chips, which boast high performance but need to improve power efficiency," said Seo Won-seok, an analyst at Korea Investment & Securities. INTEL PLUS? Intel had $48.7 billion of chip revenue last year - some $20 billion more than second-ranked Samsung - giving it 9.2 percent market share, according to iSuppli. "Catching Intel would require significant growth in memory market share along with an Intel stumble," said Mike Howard, an analyst at iSuppli. "While there are challenges for Samsung to continue to grow market share in memory (chips)... I would anticipate a major alliance, long-term, between Intel and another major memory company to rival Samsung." In 2001, Intel's market share was 14.9 percent, more than three times Samsung's 3.9 percent. While Intel's share has since stagnated, Samsung's has increased to above 9 percent, prompting Intel to make acquisitions and expand into memory chips. Its market share was at a decade-high last year, boosted by rising sales of NAND flash memory chips and its acquisition of Infineon's wireless chip business. Now Samsung is chipping away at that gap again, and is expected to switch more of its memory chip lines to produce the chips used in tablets and smartphones. For its part, Intel is betting its 2-year lead in manufacturing technology will help it keep ahead, and the Santa Clara, California-based firm is speeding up the rate at which it uses its most advanced factories to make mobile chips. It is increasing capital spending by about 17 percent this year, and is building a $5 billion plant in Chandler, Arizona, which will manufacture chips at just 15 nanometers - that's the gap between the transistors, and is several thousand times thinner than a human hair. Samsung plans to use 20 nm and 14 nm technology when its new logic chip plant is completed late next year. "Although ARM-camp players are also likely to enter 20-22 nm geometry in 2013, Intel should still be a step ahead of the competition as it already produced the 22 nm-based Ivy Bridge CPU for the computer market in 2012," Nomura analysts wrote in a recent note. "It's premature to forecast who will be the winner or if Intel's entrance will pose any substantial threat to the ARM camp, given that ARM architecture is unarguably ahead of (Intel's) x86 APs in power consumption, while production costs are also lower." SAMSUNG CHALLENGE Samsung's biggest challenge will be to get its mobile application chips into more devices than just its own and Apple's, particularly as the low-end smartphone market is growing at a much faster pace. "What Samsung needs to address first is to diversify its customer base and make standard chips for a variety of customers - as Qualcomm, Texas Instruments and Nvidia do," said HMC's Nho. Those firms' chips are found in products of LG Electronics, HTC and Motorola Mobility. As new production lines come on stream in 2013 and Samsung finds new mobile chip customers, competition will heat up against Intel and Taiwan's TSMC, which makes chips under contract for fab-less players such as Qualcomm and TI. But Samsung's Achilles heel is that it competes in some product areas such as mobile phones with its potential chip foundry clients, which could make some firms uncomfortable in handing over their technology to a rival. A recent dispute with Apple over mobile patents, while at the same time supplying chips to its U.S. competitor, shows the sensitivity and complexity of such arrangements, sparking speculation that Apple may switch to TSMC, or even Intel, for some of its chips. Indeed, Apple increased purchase of mobile DRAM chips from Japan's Elpida late last year seeking to lessen its reliance on Samsung, which makes mobile processors, DRAM, NAND-flash chips and display screens for iPhones and iPads. A shuffle among Samsung's managers, with components chief Kwon Oh-hyun moving to CEO, is seen as addressing some of those concerns. "Samsung is trying to alleviate component customers' concerns by putting the component side of the company back in the seat of power," said Mark Newman, a Bernstein analyst. (Additional reporting by Mauro Whiteman in SAN FRANCISCO; Editing by Ian Geoghegan) Tech Media iPad Related Quotes and News Company Price Related News Tweet this Link this Share this Digg this Email Reprints We welcome comments that advance the story through relevant opinion, anecdotes, links and data. If you see a comment that you believe is irrelevant or inappropriate, you can flag it to our editors by using the report abuse links. Views expressed in the comments do not represent those of Reuters. For more information on our comment policy, see http://blogs.reuters.com/fulldisclosure/2010/09/27/toward-a-more-thoughtful-conversation-on-stories/ Comments (0) Be the first to comment on reuters.com. Add yours using the box above. Edition: U.S. Africa Arabic Argentina Brazil Canada China France Germany India Italy Japan Latin America Mexico Russia Spain United Kingdom Back to top Reuters.com Business Markets World Politics Technology Opinion Money Pictures Videos Site Index Legal Bankruptcy Law California Legal New York Legal Securities Law Support & Contact Support Corrections Connect with Reuters Twitter Facebook LinkedIn RSS Podcast Newsletters Mobile About Privacy Policy Terms of Use AdChoices Copyright Our Flagship financial information platform incorporating Reuters Insider An ultra-low latency infrastructure for electronic trading and data distribution A connected approach to governance, risk and compliance Our next generation legal research platform Our global tax workstation Thomsonreuters.com About Thomson Reuters Investor Relations Careers Contact Us Thomson Reuters is the world's largest international multimedia news agency, providing investing news, world news, business news, technology news, headline news, small business news, news alerts, personal finance, stock market, and mutual funds information available on Reuters.com, video, mobile, and interactive television platforms. Thomson Reuters journalists are subject to an Editorial Handbook which requires fair presentation and disclosure of relevant interests. NYSE and AMEX quotes delayed by at least 20 minutes. Nasdaq delayed by at least 15 minutes. For a complete list of exchanges and delays, please click here.

Other News on Friday, 22 June 2012
Insight: Children of Mao's wrath vie for power in China |
Blasts kill eight, wound 50 in Iraqi market: sources |
Afghan police say 13 killed in Kabul hotel siege |
Pakistan ruling party replaces PM nominee after arrest warrant |
Suu Kyi makes history with UK parliament address |
Assange says ready for life in Ecuador |
Gays hail Nepal move to liberalize ID cards |
Somali piracy death toll rises as violence worsens |
Syrian fighter pilot defects to Jordan, gets asylum |
Microsoft may be making own phone: analyst |
Flame can sabotage computers, attack Iran: expert |
Twitter double outage blamed on bug |
Most U.S. readers unaware of e-books at libraries: poll |
China telecom firms may be subsidized: U.S. lawmaker |
Samsung probes exploding Galaxy phone in Ireland |
Sony to invest $997 million to boost output of CMOS sensors |
Analysis: Smart logic: Samsung chips away at Intel lead |
Google CEO loses voice, skips shareholder meeting |
Facebook will change ad service to settle lawsuit |
Travolta sued for libel as gay claims resurface |
Aaron Sorkin targets journalism in The Newsroom |
Streisand working on first directing project since '96 |
Curry tells magazine she worried about Today show performance |
Bristol Palin trips up with viewers for reality show |
Feisty female finally gets Pixar spotlight in Brave |
Breivik trial closes, victims' relatives walk out |
Pakistan lawmakers elects former minister Ashraf as prime minister |
Egypt army talks tough as Tahrir protests |
Ex-IRA man McGuinness, Queen Elizabeth to meet for first time |
Foiling Qaeda threats starts with intelligence: Napolitano |
Kosovo's deputy prime minister quits over media law row |
Israeli air strike kills Gaza militant, breaks truce |
Russia's Putin: Who does he want to be in new term? |
Lawsuit over HP ex-CEO Hurd payout dismissed |
Analysis: Search for rare earth substitutes gathers pace |
At the Salo end of Nokia's deep crisis |
Taiwan chip designer Mediatek offers to buy rival Mstar |
Insight: Look, no hands! Augmented reality gets a grip |
Greece at new risk of being pushed off euro
Bodies of missing Tenn. mom, Jo Ann Bain, and daughter found
Female Breasts Are Bigger Than Ever
AMD Trinity Accelerated Processing Units Now in Volume Production
The Avengers (2012 film), made the second biggest opening- and single-day gross of all-time
AMD to Start Production of piledriver
Ivy Bridge Quad-Core, Four-Thread Desktop CPUs
Islamists Protest Lady Gaga's Concert in Indonesia
Japan Successfully Broadcasts an 8K Signal Over the Air
ECB boosts loans to 1 trillion Euro to stop credit crunch
Egypt : Mohammed Morsi won with 52 percent
What do you call 100,000 Frenchmen with their hands up
AMD Launches AMD Embedded R-Series APU Platform
Fed Should not Ignore Emerging Market Crisis
Fed casts shadow over India, emerging markets
Why are Chinese tourists so rude? A few insights

USD EUR - 1 year graph	VPN on MacOSX	BlogMeter 1.01