CTIA: embedding Qualcomm
LAS VEGAS–Qualcomm isn’t just about phones anymore. It’s also powering the radio connections of future laptops. According to the chipset maker, “several” laptop makers, including Dell, are incorporating Qualcomm’s data device UMTS and EV-DO radio chips into their PCs and plan to ship them in 2008. What’s more T-Mobile International, Verizon Wireless , Vodafone and Telefonica have either certified said laptops or will complete certification this month.
This has got to make more than a few companies nervous, particularly Sierra Wireless and Novatel, who have both been leveraging their PC card expertise into the embedded laptop market. If having the king of wireless silicon weren’t bad enough, Novatel and Sierra also have to deal with Ericsson with has become very aggressive in the embedded module space (In fact, Ericsson claims to have an LTE embedded module ready to go).Qualcomm also said its Snapdragon multimedia and radio chipset for handheld data devices has garnered its first customers and will be in commercial devices by the end of 2009. Now that’s got to make Intel a bit nervous, which is targeting the miniature computing market with its Silverthorne chipset.
Qualcomm is clearly putting its stake in the ground, trying to establish its dominance in the mobile data device world just like it has in the voice-centric world of mobile phones. The ironic thing is that this market for mobile broadband was most clearly defined by the WiMAX community, a technology Qualcomm has clearly snubbed. Qualcomm isn’t building WiMAX chipsets just yet, but it knows a good idea when it sees it. WiMAX may have its gadgets and gizmos but CDMA and UMTS operators might just have them to.
April 3rd, 2008 at 9:18 pm
Why does he imply this is bad for Novatel? How does he know that Novatel isn’t involved with the Gobi board that Dell is using? Is the author intentionally trying to help the shorts in SWIR and NVTL?
April 3rd, 2008 at 9:35 pm
The article seems to imply that the Qualcomm solutions compete with the Novatel/Sierra Wireless solutions and that Qualcomm’s chipsets are new to Dell laptops. In fact Dell has been using embedded modules from Novatel for about a year now WHICH INTEGRATE THE QUALCOMM CHIPS.
The comment about making any of these companies “nervous” is therefore completely misplaced.
As for LTE, Novatel has talked about this and they don’t see it coming online till about 2012 and just starting at that point.
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