Qualcomm: If you accept Broadcom acquisition will lose two major customers;
Set a micro-channel news, Qualcomm rejected Broadcom's new acquisition program, foreign reports, Qualcomm further explained that if the program is accepted, the company will lose two large customers, because of its Broadcom sustainable leading technology in doubt, the customer For Qualcomm to provide up to more than one billion US dollars in wafer revenue.
In addition Qualcomm also reiterated that do not think the regulatory body will adopt the acquisition.
On February 9, Qualcomm said the board members unanimously voted to veto Broadcom's revised $ 121bn tender offer.
Qualcomm said the board ruled that Broadcom's takeover offer "substantially underestimated" the value of Qualcomm, and given the significant downside risk of failed transactions, the offer failed to meet regulatory requirements.
However, Qualcomm recommends meeting with the management of Broadcom to discuss serious deficiencies in the recommendations and to give better protection.
2. Broadcom urges Qualcomm: It is best to meet with us this weekend;
According to CNBC's Web site this week, chip maker Broadcom disclosed in a filing to the Securities and Exchange Commission (SEC) that its chief executive, Hock Tan, recently Paul Jacobs, chief executive of Qualcomm, said he was surprised to learn that Qualcomm was reluctant to accept the weekend's meeting to discuss potential mergers.
Chen Fuyang wrote in the letter: 'For a long time, Broadcom has been hoping to hold a meeting with Qualcomm to discuss Broadcom's acquisition of Qualcomm, Qualcomm today announced its willingness to meet with us, we put forward on either Friday, Saturday or Week I was surprised to learn that Qualcomm was reluctant to meet with us by Tuesday - after timing meetings between Qualcomm and Broadcom with Glass Lewis, an investment firm consultant, and ISS.
The Qualcomm board of directors said on Thursday that the company had rejected Broadcom's proposed takeover bid and that Qualcomm had proposed a "best and final offer" of up to $ 121 billion to Qualcomm, which Qualcomm considers to be more of a stand-alone company than acquired prospect.
However, Broadcom believes that this large-scale merger will strengthen the strength of the chip business, so that the combined company has more chips, and large technology companies from servers to autonomous driving technology in all areas such as negotiation.The transaction will make Chen Fuyang Spending 37 billion U.S. dollars to acquire the original Broadcom transactions dwarfed, while the latter is by far the largest deal in the chip industry.
Of course, all depends first and foremost on whether the two companies have the sincerity to hold talks on the acquisition.
In his letter, Chen Fuyang wrote: 'We urge you to meet with us as soon as possible and be ready to meet in New York or at another convenient place for both parties on Saturday or Sunday.' "He stressed at the end of the letter: 'We are looking forward to Meet you quickly. '(Liu Chun)
3. High-speed transmission needs increase USB / Thunderbolt accelerate the layout
Not only has PCIe released a new standard recently, USB will also release version 3.2; while Thunderbolt, which is committed to expanding its penetration rate, has not actively updated its market standard yet To meet the high-speed transmission needs of various industries.
As the transmission interface standard has been increasing in speed, USB-IF has doubled the transmission speed from 10Gbps to 20Gbps in the 3.2 version, but although Thunderbolt has not released the version, Its high 40Gbps transfer rate, coupled with support for multiple transport protocols, and Intel's active promotion of the case, its penetration is also increasing.
USB transfer rate increased to 20G Product compatibility challenges remain to be solved
USB 3.2 specifications in addition to the transfer rate increased to 20Gbps, its technical highlights include the existing USB Type-C transmission online to achieve dual-channel, continue to use the existing SuperSpeed USB physical transmission rates and technologies to improve power management efficiency.
Among them, since there are still many computers and devices that support only USB 2.0, USB 3.2 is also backward compatible and compatible with each other at lower speeds, regardless of the USB specifications that computers and devices support. Released new standards in response to the rapid growth of high-speed transmission needs, but there are still the issue of product compatibility between brands to be overcome.
Yu Tianhua, the ISTT Signal Test Office / Agency Associate, Yu Tianhua (Figure 1) said that due to the USB-IF policy, when the government adopted norms to promote the use of USB, it did not adopt "compulsory certification" or "100 % Compatible, "as long as consumers are enough to use it, and as a result, inevitable incompatibilities between products will make USB's" compatibility testing "requirement all the time.
Figure 1 ISTT Signal Test Business Unit / Engineering Association Yutian Hua said that in order to achieve better compatibility, USB custom test requirements are increasing.
Yu Tianhua further explained that the test certification is the lowest threshold for the product to enter the market, most of the standards organizations will not set the highest product-side validation standards, otherwise many products will be difficult to sell.So if USB manufacturers hope that the product can have better Compatibility, often have to provide a "test form" (Test Playlist), such as plug-in, AC on off and other tests.
In other words, the demand for testing USB products continues to increase, however, there is no universal test specification that leads to a "customized test" model; that is, product testing is done by the product supplier to ensure product safety and Better compatibility.
Storage / Video Production Demand Intel Thunderbolt penetration rate
In addition to USB, Thunderbolt, the other transmission interface standard, has gradually expanded the consumer market with the help of Type-C replacement and Intel.
Lu Jin-chung, manager of Intel's Business & Marketing Business Unit / Computer Communications Group (Figure 2), pointed out that nowadays everyone can be a content maker who can create videos using mobile devices. Storage requirements are so huge that he needs to Faster I / O bandwidth to read data.
Figure 2 Intel's business and marketing group / computer communications business group manager Lu Jinzhong pointed out that video storage, external graphics card is driving Thunderbolt growth two major factors.
At the same time, with the development of lightweight notebooks (NB), both video and media content production will increase the efficiency of external desktop PCs and increase the utilization of external graphics cards. It also requires more bandwidth I / O , These are the factors driving Thunderbolt's growth.
Lu Jinzhong also said that since Thunderbolt supports Type-C interfaces, it also supports standards such as HDMI, Displayport and PCIe; therefore, more and more consumer displays or docking stations are beginning to adopt Thunderbolt. This year End of the year or early 2019, there will be many introduced Thunderbolt interface screen came out.
Thunderbolt is a hardware interface designed jointly by Intel and Apple, with a maximum transfer rate of 40Gbps for Thunderbolt 3. To promote Thunderbolt's development, Intel will not only release Thunderbolt's IP, but also encourage third-party chip makers to develop compatible with Thunderbolt Chip, also plans to Thunderbolt 3 integrated into the CPU, is currently the first to launch the code-named "Titan Ridge" second-generation Thunderbolt chip.
However, rumored Intel to speed up the Thunderbolt popularity, also plans to cancel the royalties.In this regard, Lu Jinzhong said that in fact, Intel has never received Thunderbolt royalties; the outside world will have such a perception, probably because Thunderbolt by Intel and Apple co-development, coupled with the USB chip compared to several times more expensive Thunderbolt chip, so Intel only think royalty royalties.
Lu Jinzhong explained that since the Thunderbolt chip incorporates many standards, including DP, PCIe, HDMI, and USB, the complexity is higher; and USB chip internal integration of less standard, and the USB chip demand, the price naturally low, so Thunderbolt Compared with the USB, the price is of course higher.
Lu Jinzhong, for example, the USB price of 1 to 3 US dollars, Thunderbolt chip will be several times more expensive, probably to 7 to 9 US dollars, but this is because the integrated transmission standard protocol more, so the cost of the chip itself is higher, rather than plus After the royalties, the price is several times higher than the USB.
However, and regardless of whether or not Intel is really charging royalties, it is an indisputable fact that Thunderbolt's test costs are high compared to USB, which is also a challenge on the road to Thunderbolt promotion.
Yu Teh-hua, vice president of Engineering, ISTT, Yu-Hua Yu, said that Thunderbolt's specifications have been perfected and the test specifications are rigorous. Thunderbolt is required to conduct "two-wheeled" tests as compared to standards such as HDMI and DisplayPort. After a set of equipment pre-test, then went to the laboratory "official" test, and finally test the two test results are consistent.
As a result, Thunderbolt Test Labs have a relatively high capital cost of investment because the builders need to purchase two sets of equipment, which also increases Thunderbolt's testing costs.
Yu Tianhua revealed that the general HDMI test cost quoted about NT 200,000, DisplayPort probably less than 200,000; However, Thunderbolt for these reasons, the test cost estimated at about 60 to 1 million NT, and may even exceed As a result, high test costs can be a major challenge affecting Thunderbolt's popularity.
In this regard, Lu Jinzhong said Thunderbolt's testing process is indeed more complicated and take a lot of time, so end-product manufacturers in order to avoid the impact of time-to-market, really need to use the "money in exchange for time", third-party testing laboratories at a specific time However, Intel itself also has a test lab, if the manufacturer is under cost pressure, please ask Intel for free testing, but have to wait a long time, but how to choose, look at the terminal manufacturer's own needs.
All in all, no matter whether the standard USB or the increasingly popular Thunderbolt are updated, the demand for high-speed transmission is greatly increased. In the future, the competition among major transmission standards will also become more fierce. A hundred schools of thought "transmission interface market