Without the standard chips, they wouldn't be able to expand their market outside of their two biggest W-CDMA customers.
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.
Without the standard chips they wouldn't be able to expand their market outside of their two biggest W-CDMA customers.
TI is not doing anything it couldn't have done before. It is just being more organized about it.
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.
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.
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.
Growth will be about 16% this year. That's good, but not spectacular. I don't see any shortages this year.