Zebeth Media Solutions

chips

Qualcomm debuts latest flagship Snapdragon chip and a new AI platform • ZebethMedia

It’s that time of year again. It can drop 20 degrees on any given day, and we’re stuck indoors watching people watch Qualcomm announce new chips and reference designs in sunny Hawaii. The Snapdragon Summit is the component-maker’s annual opportunity to map out its big plans for the next year, ahead of the holiday scrum and product deluge of CES and MWC. It’s an ideal time to pepper the industry with some timeline news items. Many of the major manufacturers are effectively finished announcing hardware for the year, and things won’t really ramp up for another couple of months. The big news is, naturally, Snapdragon 8 Gen 2. That’s the chip that’s going to power a majority of your flagship Android handsets next year — at least until the Snapdragon 8+ Gen 2 presumably starts rolling out at some point mid-2023. It’s likely not surprising for those who have been following the space for the last several years that Qualcomm is positioning AI/ML as the centerpiece of its latest system on a chip. With the new Hexagon Processor (that’s a Qualcomm trademark, mind) at its center, the new system on a chip promises up to 4.35x gains for things like natural language processing. “This is thanks to the industry’s only Micro Tile Inferencing technique so we can power features like real-time multi-language translation,” the company writes. “In other words, you can speak into a language translator and have it translated into multiple languages running these complex networks.” Computational photography is the other big piece there. The system is able to recognize and segment different aspects of an image before the photo is taken. It uses a portrait as an example — breaking up hair, clothes, the background and a face into different segments. It’s a feature that will no doubt be present in imaging products like Portrait mode, in which depth sensing is important. The first devices with Gen 2 are set to arrive before the end of the year. The list of phone makers signed up for the SoC includes ASUS, HONOR, iQOO, Motorola, nubia, OnePlus, OPPO, REDMAGIC, Redmi, SHARP, Sony Corporation, vivo, Xiaomi, XINGJI/MEIZU and ZTE. Image Credits: Qualcomm Also of note this week is the arrival of Qualcomm’s new augmented reality chip, the Snapdragon AR2 Gen 1. The component is designed to power a new generation of slim AR wearables. It’s a low-power solution that sits across different parts of the glasses in order to better distribute its weight. “We built Snapdragon AR2 to address the unique challenges of headworn AR and provide industry-leading processing, AI and connectivity that can fit inside a stylish form factor,” Qualcomm’s Hugo Swart said in a release. “With the technical and physical requirements for VR/MR and AR diverging, Snapdragon AR2 represents another metaverse-defining platform in our XR portfolio to help our OEM partners revolutionize AR glasses.” The list of manufacturers developing hardware with the platform includes Lenovo, LG, Nreal, OPPO, Pico, QONOQ, Rokid, Sharp, TCL, Vuzix and Xiaomi.

Eliyan raises $40M from Intel and Micron to build chiplet interconnects • ZebethMedia

Increasingly, as Moore’s law rears its ugly head, computer chip developers are adopting “chiplet” architectures to scale their hardware’s processing power. Chiplets are Lego-like integrated circuit blocks designed to work with other, similar chiplets to form complex, stackable chips that boost performance while maintaining a similar physical footprint. Chiplets offer a number of advantages over conventional designs. But assembly issues — as well as challenges in balancing cost, performance, power consumption and time to market — often plague them in the early phases. Aiming to overcome the hurdles in chiplet creation, Ramin Fajadrad, Syrus Ziai and Patrick Soheili founded Eliyan, a chiplet interconnect startup, in 2021. Eliyan’s technology — dubbed NuLink — connects chiplet components using standard chip packaging, leading to what the company claims are faster-performing and more energy-efficient chips. “The focus is on developing a way to enable a more high-performance, lower-power and lower-latency interconnect for chiplet architectures, which experts agree is the only path to continuing to scale Moore’s law,” Farjadrad told ZebethMedia in an email interview. “We use our technology in standard packaging, thus saving time, cost and development effort compared to more advanced packing that other interconnect schemes require. In addition, our approach has sustainability benefits by reducing material costs and waste in the manufacturing process and lowering energy consumption for high-performance compute chips.” Eliyan’s roots are in a previous startup, Aquantia, that Marvell acquired in 2019. Farjadrad says the technology has been under development since 2017; he co-started Aquantia and served as the startup’s chief engineer for nearly 15 years. Prior to co-founding Eliyan, Farjadrad spent several years at Marvell as CTO and VP of the company’s networking and automotive division. Ziai is a former Qualcomm engineering VP, while Soheili was previously VP of business development at semiconductor firm eSilicon. While Eliyan hasn’t launched its technology commercially yet — it expects the first silicon to hit the market in Q2 2023 — the company claims to have achieved the last step before manufacturing, a tape-out, using semiconductor manufacturer TSMC’s 5 nm process. “Process” in chip lingo refers to an architectural platform; TSMC began mass-producing 5 nm chips in 2020. “Eliyan’s technology enables processors by allowing them to scale in performance and power to be more readily and practically manufacturable,” Farjadrad said. “The world will always need more computing power, and Eliyan is enabling a critical aspect of making sure scaling will happen for any type of high-performance computing application.” The fact that Eliyan’s tech has yet to reach market might give some would-be customers pause. But the startup has notable investors in the chip world behind it, including Intel and Micron, who alongside Cerberus and Celestra contributed to Eliyan’s $40 million Series A tranche that closed today. With the capital, Eliyan plans to continue chasing after a chiplet market that could be worth $50 billion in 2024 — specifically by ramping up testing and implementation. Farjadrad wouldn’t name clients, but said that Eliyan, which currently has a 21-person staff, is in discussions with “big semi companies, hyperscalers and AI processor startups.” “We’re dealing with the challenges and realities of physics in designing and manufacturing advanced chips … [but we’re] in a high-demand market,” Farjadrad said. “Our technology will ultimately lead to faster, more efficient and cheaper high-performance computing to run data centers, cloud computing AI, graphics and more.” 

China’s smartphone shipments slumped 23% in Jan-Aug • ZebethMedia

Smartphone shipment is often seen as the bellwether of China’s consumer spending, and right now, the picture isn’t very rosy. The world’s largest market for smartphones shipped 175.1 million handsets between January and August, marking a sharp 22.9% decline year-over-year, according to research from a state-backed institution. In August alone, shipments dropped 21.9% year-over-year. The global smartphone market as a whole is experiencing a slowdown, logging a 9% decline in the second quarter due to a mix of challenges including a COVID-struck economy, inflation, and deceleration following years of frantic growth. China’s growing consumer appetite obviously played a big part in driving the boom, and now that the world’s second-largest economy is hitting a speed bump, the smartphone industry is inevitably taking a hit. The era of economic miracles is coming to a close in China. On Monday, official data reported a 3.9% GDP growth rate from July to September, which beat forecasts but was way below the double digits that propelled the country’s economy forward for three decades. China is not only the world’s largest market for hanset users but is also its largest phone producer, with home-grown brands like Huawei, Oppo, Vivo, and Xiaomi rising over the years to rival Apple and Samsung. These domestic phone markers began seeking overseas expansion well before their home market start cooling down. And they’ve successfully carved out their international market share and have in recent years consistently shared the top five spots alongside Apple and Samsung. The smartphone industry is notoriously cut-throat with modest margins, so it wasn’t unsurprising when Xiaomi and Oppo, which are long known for selling budget phones, started offering higher-end models in recent years. Huawei established a strong presence in the premium handset space before the U.S. cut off its supply of critical chipsets and key Android services. Having seen how overdependence on advanced U.S. technologies and geopolitical tensions has wrecked Huawei’s revenues, Oppo and the likes are rushing to work on their own smartphone processors. The need for Chinese firms to have their own high-end chips is getting dire as the Biden administration hit China with possibly the strictest export controls earlier this month. Analysts are still parsing the impact of the policy, but initial observation shows that the new rules will not only restrict Chinese companies’ access to high-end U.S. chips but will also bar their access to chip-making equipment, which will hobble the country’s ability to develop such advanced technologies.

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