TI Exiting the Mobile CPU Market

[shady28]

Saw this recently - TI makes the OMAP 4 / 5 used in things like the Droid 4, Kindle, new Nook etc.

" TI executives have said the fact that market leaders Apple Inc. and Samsung Electronics Co. Ltd. use their own internally designed processors makes the mobile market less attractive."

http://www.eetimes.com/electronics-news/4397207/TI-steering-OMAP-toward-embedded


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[enik]

They've been on the way out for a while sadly. Its a real shame. TI makes the most open chip sets. I can only hope that ST-Erisson steps up.

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[Kevin OQuinn]

They've been on the way out for a while sadly. Its a real shame. TI makes the most open chip sets. I can only hope that ST-Erisson steps up.

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That's the main reason this is bad news.

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[shady28]

I think TI knows or suspects something we don't. Samsung and Apple are the largest phone makers, and now both also make their own SoC. Chinese phone makers are starting to make their own SoC now as well, and now Google owns a phone maker...

I feel a mobile consolidation coming. Qualcomm may only survive by TI exiting, but they could wind up relegated to the low end of the market in a few years servicing phone makers who cant make their own optimized SoC.

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[Kevin OQuinn]

I think TI knows or suspects something we don't. Samsung and Apple are the largest phone makers, and now both also make their own SoC. Chinese phone makers are starting to make their own SoC now as well, and now Google owns a phone maker...

I feel a mobile consolidation coming. Qualcomm may only survive by TI exiting, but they could wind up relegated to the low end of the market in a few years servicing phone makers who cant make their own optimized SoC.

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I think it's more a sign that most major manufacturer's have already chosen their next SoC and TI was pushed out of the market. nVidia and Qualcomm have a large part of the market (even Samsung devices), and Motorola is using Intel in some devices now (with Qualcomm in the rest for LTE). TI has been late to the market with the OMAP 5, and that's cost them some customers.

 

[jean15paul]

TI exits and Intel enters. Hopefully competitions and innovation don't suffer.

 

[Kevin OQuinn]

TI exits and Intel enters. Hopefully competitions and innovation don't suffer.

It's almost a guarantee that Intel will dominate performance in the next 3-4 years just based on quickly then can execute a roadmap. It's much faster than ARM's development cycle.

Whether or not that will be good or bad for the market as a whole remains to be seen (see also: strong-arm tactics to get OEM's to avoid using competitors chips).

 

[Kevin OQuinn]

TI has said that OMAP 5 will still be developed and will appear in consumer devices in 2013.