“The next few weeks will see a slew of announcements about new devices. Samsung and Sony lifted the wraps on new smartphones on Wednesday, and Nokia, Motorola and Amazon.com are expected to do the same next week,” Pimentel reports. “This all leads up to the much-anticipated announcement of Apple’s iPhone 5, which many expect to happen on Sept. 12.”
MacDailyNews Take: Some lead-up that is. It’s like paving the path to Fallingwater with dog shit.
Pimentel reports, “But the industry is bracing for a potential shortage of the high-end chipsets needed to power these devices. Two weeks ago, Qualcomm CFO Bill Keitel told attendees at an investment conference that the company was ‘disappointed that we can’t meet all the demand customers have on the time frame they have placed it on us. But having said that, given that situation, we are doing all we can to ramp the supply as quickly as possible.’ Qualcomm makes key components such as baseband chips, which serve as the modem for mobile devices, as well as application processors like its Snapdragon line, which are used to perform the major tasks on smartphones and tablets. Qualcomm supplies baseband chips for Apple’s iPhone 4S, while Snapdragon is used in other smartphone and tablet devices.”
“The shortage is due to an industry shift, in which Qualcomm is one of the leading players, to a 28-nanometer production technology process,” Pimentel reports. “Such shifts typically occur every few years in the semiconductor industry as chipmakers develop new ways to make smaller, less expensive chips.”
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