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I wouldn't be surprised if it were Nokia - just over 20B, desparately reliant on 5G. If they're using Intel silicon for their early 5G stuff and miss the boat t

by slivym 8y ago

I wouldn't be surprised if it were Nokia - just over 20B, desparately reliant on 5G. If they're using Intel silicon for their early 5G stuff and miss the boat they're screwed.

busterarm 8y ago
I considered this one too, but dismissed it. You may be right though.
imeron 8y ago
This article mentions Nokia and 10nm - https://www.eetimes.com/document.asp?doc_id=1332944 https://www.eetimes.com/document.asp?doc_id=1332944
- joshstrange 8y ago
  Also that they are using Qualcomm > The push for speed could keep Qualcomm ahead of Intel, its rival in handset baseband chips. Intel announced in November plans to support CDMA and gigabit speeds in its 2018 cellular modems and up to 1.6-Gbit/s downlinks in 2019.
- joezydeco 8y ago
  Nokia sure makes a lot of sense. There's nothing left but the infrastructure biz, and they need a working 5G base system to succeed. If they blow the rollout, they're toast.
  - ksec 8y ago
    Oh God. Yes Nokia were deep in bed with Intel on 5G. How did I miss that? And that have a $20B+ Market Cap. I don't know about some places of EU and US. But Ericsson has been winning more 5G infrastructure project then Nokia in most places I know. Of course by winning I mean that is anything left from Huawei which may be looking at 50% market share in the next few years. Ericsson were having a hard time competing, if Nokia screwed up may be a M&A with Ericsson makes sense. Godsh this really is a big story if this turn out to be true. Edit: Having some more thoughts, the delay still doesn't make Nokia bankrupt, because the initial 5G roll out are small in numbers. Compared to 3G / 4G recurring infrastructure and patents revenue. So I guess it is going to make an impact on Nokia, but nothing as bad as Charles has wrote. He is likely right that his sources suggest Nokia has nothing to deliver or sell in terms of 5G, but again if you know anything about business I doubt this will bring Nokia down.
ysleepy 8y ago
What advantage would the 10nm process have for base stations? Possibly in the micro-cell stuff for 5G, but none of this runs on battery. Established 16 or 28nm processes are cheap and run smoothly. I read an interview with GlobalFoundries which talked about different process node characteristics. [1] Who would really benefit from the 10nm process? Mobile SoCs, basebands/modems and AI chips. There has to be a high performance and low power requirement to justify being an early adopter of a new process. Or intel aggressively misled fab customers about the progress of their 10nm efforts. [1] https://www.anandtech.com/show/12438/the-future-of-silicon-an-exclusive-interview-with-dr-gary-patton-cto-of-globalfoundries https://www.anandtech.com/show/12438/the-future-of-silicon-a...
- kingosticks 8y ago
  I'm not sold on it being Nokia, but from their 5g chipset page: > ReefShark packs more functionality into 50 percent smaller hardware compared to products that use discrete components > ReefShark chipset decreases mMIMO antenna size by half >ReefShark cuts energy use by 85 percent, increasing deployment options >Boosts the intelligence and performance of MIMO antennas So density and power. This chipset would be around for a long time, it makes sense to be on the latest process.

by slivym 8y ago

I wouldn't be surprised if it were Nokia - just over 20B, desparately reliant on 5G. If they're using Intel silicon for their early 5G stuff and miss the boat they're screwed.

busterarm 8y ago

I considered this one too, but dismissed it. You may be right though.

imeron 8y ago

This article mentions Nokia and 10nm - https://www.eetimes.com/document.asp?doc_id=1332944 https://www.eetimes.com/document.asp?doc_id=1332944

joshstrange 8y ago
Also that they are using Qualcomm > The push for speed could keep Qualcomm ahead of Intel, its rival in handset baseband chips. Intel announced in November plans to support CDMA and gigabit speeds in its 2018 cellular modems and up to 1.6-Gbit/s downlinks in 2019.
joezydeco 8y ago
Nokia sure makes a lot of sense. There's nothing left but the infrastructure biz, and they need a working 5G base system to succeed. If they blow the rollout, they're toast.
- ksec 8y ago
  Oh God. Yes Nokia were deep in bed with Intel on 5G. How did I miss that? And that have a $20B+ Market Cap. I don't know about some places of EU and US. But Ericsson has been winning more 5G infrastructure project then Nokia in most places I know. Of course by winning I mean that is anything left from Huawei which may be looking at 50% market share in the next few years. Ericsson were having a hard time competing, if Nokia screwed up may be a M&A with Ericsson makes sense. Godsh this really is a big story if this turn out to be true. Edit: Having some more thoughts, the delay still doesn't make Nokia bankrupt, because the initial 5G roll out are small in numbers. Compared to 3G / 4G recurring infrastructure and patents revenue. So I guess it is going to make an impact on Nokia, but nothing as bad as Charles has wrote. He is likely right that his sources suggest Nokia has nothing to deliver or sell in terms of 5G, but again if you know anything about business I doubt this will bring Nokia down.

ysleepy 8y ago

What advantage would the 10nm process have for base stations? Possibly in the micro-cell stuff for 5G, but none of this runs on battery. Established 16 or 28nm processes are cheap and run smoothly. I read an interview with GlobalFoundries which talked about different process node characteristics. [1] Who would really benefit from the 10nm process? Mobile SoCs, basebands/modems and AI chips. There has to be a high performance and low power requirement to justify being an early adopter of a new process. Or intel aggressively misled fab customers about the progress of their 10nm efforts. [1] https://www.anandtech.com/show/12438/the-future-of-silicon-an-exclusive-interview-with-dr-gary-patton-cto-of-globalfoundries https://www.anandtech.com/show/12438/the-future-of-silicon-a...

kingosticks 8y ago
I'm not sold on it being Nokia, but from their 5g chipset page: > ReefShark packs more functionality into 50 percent smaller hardware compared to products that use discrete components > ReefShark chipset decreases mMIMO antenna size by half >ReefShark cuts energy use by 85 percent, increasing deployment options >Boosts the intelligence and performance of MIMO antennas So density and power. This chipset would be around for a long time, it makes sense to be on the latest process.