Mobile DRAM makers suffer as Google delays 64-bit Android

“The Android camp postpones the commercialization of the 64bit application processor (AP) delivering a direct blow to the mobile DRAM market,” Lee Hyeong-soo reports for Korea IT News. “At first, it was expected that the 64bit AP would be widely used in premium smartphones starting with the Galaxy S5 and lead the demands for the mobile DRAM. However, it appears that the 64bit AP smartphone will be released in the second half of this year or early next year. The semiconductor industry seems concerned that the sagging demands for the mobile DRAM would spread to the entire memory semiconductor market. ”

“According to industry insiders on March 19, most Android smartphone makers like Samsung Electronics (SEC) are putting off their schedule for commercializing the 64bit AP,” Lee reports. “After the 64bit AP was first applied to the iPhone 5S by Apple last year, it was expected to become the basic performance of premium smartphones. However, companies in the Android camp cannot bring themselves to use the 64bit AP. The 64bit AP is not compatible with the Google Android OS yet.”

“Apple is building the best system from the OS through the AP architecture design to hardware,” Lee reports. “That’s why Apple was able to commercialize the 64bit AP early. On the other hand, the Android OS must support diverse APs and various kinds of hardware at the same time. OS upgrade cannot but be outpaced by development of APs.”

Read more in the full article here.

MacDailyNews Take: Apple leads. All others follow at a great distance. As always.

Tick, tock, also-rans. Tick, tock.

[Attribution: Patently Apple. Thanks to MacDailyNews Reader “Dan K.” for the heads up.]

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24 Comments

    1. Google is the new Microsoft. Slowly squandering their near monopoly position in their core market while flailing in others. Outside of search/advertising their “successes” are profitless and unfinished and cancelled projects multiply.

      As with Microsoft, the press interprets Google’s press releases and half-hearted initiatives as innovation and Apple’s relative silence during their focused development as lack of it.

      And for the record, outside of being tracked by Google I like a lot of their ideas. But they need to be more disciplined, focused and follow through more or they are going to make missteps they can’t recover easily from. Like MS.

      1. Strange that as with MS analysts seem so misguided in thinking these businesses have a much wider spread than Apple when in realty they earn money from only a few areas that are always liable to threats from elsewhere.

          1. Mobile. They are quickly losing marketshare and have not yet figured out how to get the share of mobile that they had on the desktop. Apple Maps has not helped at all. But non-Google Android phones are also a huge barrier for them.

            Apps. Apps don’t encourage continuous Google use like web sites do, but are taking up more and more of customers time.

            Facebook. This company is growing its part of the advertising pie very quickly, and all at Google’s expense.

          2. George, the same question would have applied to Microsoft regarding Windows and Office 10 years ago. Its taken a decade for them to lose their grip on computer operating systems and office software, but they failed to lead the transition to mobile computing and now their shares of these markets is in free fall with now clear way for them to reverse that.

            They will keep making lost of money for a long time, but they bungled enormous opportunities in their own core markets. Google’s lack of focus and follow through, and tendency copy competitors moves (especially Apple’s) carries the same danger for them.

    2. Is anyone else not surprised that Google never thought and set up Android to become a 64-bit OS? The computers had to go to 64-bit and any fool should have been able to see that Android would have to become 64-bit or just die off. Oh, it’s FREE. Never mind as long as it is FREE and open so Google can manipulate it to their liking to aid their mobile advertising efforts. I will stick with my closed 64-bit iOS devices.

  1. “As the release of the smartphone with the 64bit application processor (AP) is delayed, the DRAM market suffered a direct blow. ”
    “Memory semiconductor makers established the mobile DRAM production plan for this year in consideration of the demands for the 64bit AP. As demands are not picking up, the Q2 contract prices of mobile DRAMs are expected to go down. ”
    In other words, they screwed themselves because they believed the BS coming from the Android camp about how quickly Android would go 64 bit.

    1. To the average “social media” junkie, 64 bit hasn’t delivered any meaningful improvements whatsoever. The only iOS users who have noticed any benefits are those people who have the latest A7 chips and the latest processor-intensive software. The majority of iOS users — those poor souls who installed 64-bit iOS7 on older 32-bit hardware — we’re carrying around a lot of overhead software that we can’t use … and Apple refuses to allow us to revert back to iOS6.

      1. You really don’t know what your talking about do you?
        iOS has both 32bit api’s and 64bit api’s in the same os package. The only iPhone and iPads that currently run 64bit api’s are the ones that have the A7. Those older iPhones and iPads run 32 bit iOS. So you don’t carry any overhead.

    1. Many in the Android camp still think 64-bit is marketing. A Sprint phone tech told me it was marketing a few days ago. He also said the 5S was much slower than the S3 or S4. I tried to explain to him that Samsung dopes the speed tests and even when doing this the 5S is still faster. The tech basically put his fingers in his ears and said, “la, la, wa, la – don’t want to hear truth – la, la, la la”.

      1. Typical marketing doofus behavior. No ability to analyze the situation on their own. No tech skills. Just read the talking points, dammit. Soooo 21st Century FAIL.

        Like it or not kiddies, the 21st Century is going to get MORE technological, not less. So you’d better get learning now so you can keep up. We don’t want things run by a bunch of technological priests of knowledge, like me. So we?! Lawd forbid. I do NOT want that job. 😉

  2. ????
    Though they (theoretically) could access more, the only 64-bit mobile processors (guess who’s) still don’t access more than 4GB of memory (in fact, they come with much less). Furthermore, AFAIK, none of the “32-bit” smartphones ship with a full memory complement.

    So semiconductor manufacturers blaming their woes on the lack of 64-bit APs is nonsense. They could almost double their memory sales while still on 32-bit platforms.

    64 bits is not about putting more memory on a mobile phone. It’s all about the butt-kicking performance enhancements you get from having more registers, being able to do more work in the same amount of time (as 32-bit processors), etc.

    *Someday* memory addressability will become an issue. It’s not an issue today.

  3. Google “DELAYS” 64-bit Android.

    That infers Google is even CAPABLE of coding 64-bit Android. What if Google is NOT even capable of coding 64-bit Android? That would make the term ‘delay’ into total nonsense.

    In any case: Apple is, as predicted, 2 years ahead of the competition with smartphone hardware. 2 years. Two years. 2-2-2-2-2. One, Two. :mrgreen:

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