BREAKING: I-pad still needs to catch up in market! AAPL down after hours on news!
Heh. I guess most investors are not interested in long term fundamentals but in predicting and/or causing short term fluctuations. Everyone wants to get rich quick.
You would really have to wonder about an investor stupid enough to read these forums and then make investment decisions based upon what he reads. Sadly I think some do.
Would you really expect such an investor to continue managing his own money over the longer term? Shifts in institutional investment probably had a much bigger effect.
I still see big.LITTLE as a lot of stupid. One low power core might make sense but four are a waste.
[*] GPU: Adreno 430
Did you notice how small the CPU complex is with respect to the GPU or many other subsections of the chip? The CPU is important but it is the sum of the parts that delivers what people want out of a modern SoC. This is also true of Apples A series where the GPU is actually a much bigger component of the SoC.
[*] RAM: LPDDR4-1600
Actually I think LPDDR4 is real important to Apple. It should allow them to double RAM without a significant power hit.
[*] eMMC interface: 5.0
[*] LTE: Cat. 6 (4th gen)
I'm not trying to knock this processor as I see it as a very significant development but it is effectively a year away. I would not be surprised at all to see Apple deliver a 20 nm chip this year. What they will do with all of those transistors is unknown but I'm banking on enhanced GPUs, 4K encode and decode and maybe some logic to support Siri. They might even let the CPU slide a year.
By then Apple will be on second generation 64 bit hardware, maybe even third generation depending upon when J1 actually is.
I still see big.LITTLE as a lot of stupid. One low power core might make sense but four are a waste.
Did you notice how small the CPU complex is with respect to the GPU or many other subsections of the chip? The CPU is important but it is the sum of the parts that delivers what people want out of a modern SoC. This is also true of Apples A series where the GPU is actually a much bigger component of the SoC.
Actually I think LPDDR4 is real important to Apple. It should allow them to double RAM without a significant power hit.
I'm not trying to knock this processor as I see it as a very significant development but it is effectively a year away. I would not be surprised at all to see Apple deliver a 20 nm chip this year. What they will do with all of those transistors is unknown but I'm banking on enhanced GPUs, 4K encode and decode and maybe some logic to support Siri. They might even let the CPU slide a year.
In H2 2014, Qualcomm will bring out their low end and mid range 64-bit SoCs:
As for Qualcomm's Adreno 430, considering the Adreno 330 in the 28nm Snapdragon 801 is one of the most powerful mobile GPU currently on the market, I wouldn't put it past Qualcomm to once again compete for the top spot in that segment. Although, competition in the GPU segment is heating up later this year (PowerVR 6XT, Tegra K1, Intel's 16EU 8th gen GPU).
Yes, LPDDR4 is something I could expect Apple to introduce this year (if not next year at the latest).
Comments
BREAKING: I-pad still needs to catch up in market! AAPL down after hours on news!
Heh. I guess most investors are not interested in long term fundamentals but in predicting and/or causing short term fluctuations. Everyone wants to get rich quick.
You would really have to wonder about an investor stupid enough to read these forums and then make investment decisions based upon what he reads. Sadly I think some do.
Would you really expect such an investor to continue managing his own money over the longer term? Shifts in institutional investment probably had a much bigger effect.
Snapdragon 810 was just announced for H1 2015.
I'm not trying to knock this processor as I see it as a very significant development but it is effectively a year away. I would not be surprised at all to see Apple deliver a 20 nm chip this year. What they will do with all of those transistors is unknown but I'm banking on enhanced GPUs, 4K encode and decode and maybe some logic to support Siri. They might even let the CPU slide a year.
MU... purchased at ~ $6 a couple years ago.
By then Apple will be on second generation 64 bit hardware, maybe even third generation depending upon when J1 actually is.
I still see big.LITTLE as a lot of stupid. One low power core might make sense but four are a waste.
Did you notice how small the CPU complex is with respect to the GPU or many other subsections of the chip? The CPU is important but it is the sum of the parts that delivers what people want out of a modern SoC. This is also true of Apples A series where the GPU is actually a much bigger component of the SoC.
Actually I think LPDDR4 is real important to Apple. It should allow them to double RAM without a significant power hit.
I'm not trying to knock this processor as I see it as a very significant development but it is effectively a year away. I would not be surprised at all to see Apple deliver a 20 nm chip this year. What they will do with all of those transistors is unknown but I'm banking on enhanced GPUs, 4K encode and decode and maybe some logic to support Siri. They might even let the CPU slide a year.
In H2 2014, Qualcomm will bring out their low end and mid range 64-bit SoCs:
As for Qualcomm's Adreno 430, considering the Adreno 330 in the 28nm Snapdragon 801 is one of the most powerful mobile GPU currently on the market, I wouldn't put it past Qualcomm to once again compete for the top spot in that segment. Although, competition in the GPU segment is heating up later this year (PowerVR 6XT, Tegra K1, Intel's 16EU 8th gen GPU).
Yes, LPDDR4 is something I could expect Apple to introduce this year (if not next year at the latest).