Taipei, Saturday, January 31, 2015 09:08 (GMT+8)
mostly cloudy
Taipei
14°C
Digitimes Research: Apple triggers 64-bit AP battle
Eric Lin, DIGITIMES Research, Taipei [Wednesday 5 February 2014]

Why is Apple so eager to adopt 64-bit technology for its processors? Digitimes Research believes it is because in the 32-bit segment, Apple is unable to use the existing architecture and low clock frequency setting to achieve performance similar to that done by the Android camp, which has been blindly pursuing performance while ignoring the balance between power consumption and performance.

The Android camp's pursuit of performance comes as a direct challenge to Apple's high-end platform. But its A7 processor, which features enhanced ARM v8 instruction set and highly-efficient circuits transformed from A57, will enhance Apple's competitiveness against the Android camp.

Other application processor (AP) suppliers originally did not plan to enter the 64-bit segment so early since their manufacturing processes still had yet to catch up and neither did Google at the time have plans to optimize Android for 64-bit applications. However, Apple's move forced its AP competitors to change their minds, with Qualcomm - which originally did not believe the 64-bit architecture had much value - becoming the first among the Android AP camp to announce a 64-bit roadmap. Others have also started adjusting their roadmaps to include 64-bit products.

However, the mobile application segment is evolving, with many high-workload applications having already shifted their focus from pure CPUs to independent DSPs or GPUs. Therefore, Digitimes Research is skeptical about 64-bit processors' ability to bring significant improvements to mobile user experience.

Mobile DRAM suppliers such as Samsung Electronics and Elpida Memory are aggressive about the 64-bit business opportunities. The technology's improved memory addressability is expected to create demand for more mobile DRAM capacity and bigger bus width designs are needed to enable better mobile storage performance. For these firms, the 64-bit battle promises huge business opportunities.

Topics: Page 2

2015 China IC design market forecast

RESEARCH EXTRAS | Jan 23, 10:50

Global economic growth is forecast to reach 3.8% in 2015, up from 3.3% in 2014. From the perspective of the electronics industry though, PC shipments will continue to decline, smartphone shipment growth will drop, and tablet shipments may decline. Despite the...

2015 global AP market forecast and vendor analysis

RESEARCH EXTRAS | Jan 23, 10:46

Digitimes Research estimates that total 2014 AP shipments will reach 1.52 billion units worldwide, up 19.6% from 2013, and in 2015 the global market will see shipments of 1.65 billion units, growing 8.5% on year. The slowdown is mainly due to a shrinking tablet...

Taiwan digital cameras – 4Q 2014

TAIWAN ICT | Jan 28, 10:51

Taiwan makers saw an on-year rise in DSC shipments during the fourth quarter of 2014, as driver IC shortages that had hampered their shipments in the previous quarter eased. But shipments for the entire 2014 continued to fall, and the trend of decline does not...

Taiwan notebooks – 4Q 2014

TAIWAN ICT | Jan 21, 15:53

The notebook market saw significant demand for entry-level devices whose pricing levels were comparable to those of tablets in the fourth quarter of 2014, which maintained Taiwan ODMs' overall shipments at a level comparable to that of the previous quarter. But...

China touch panel industry – 3Q 2014

CHINA TOUCH | Nov 28, 18:54

The third quarter is a traditional boom season for touch panels and therefore China-based touch panel makers saw shipments increase for all major applications.

2015 global notebook demand forecast
Trends and forecasts for the China FPD industry, 2014-2017
Greater China touch panel shipment forecast through 2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.