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Message: Analysis: IC firms look to ride Apple tablet wave

Dylan McGrath

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EE Times
(01/07/2010 8:56 PM EST)

Other chip vendors join the party

Other semiconductor vendors also joined the tablet party. Nvidia the next generation of its Tegra family of processors, touted as a low-power device designed specifically for the high-resolution needs to tablets. Tegra 2 supports streaming 1080p video and Adobe Flash Player 10.1 acceleration with an immersive 3D user interface and days of battery life, according to Nvidia (Santa Clara, Calif.). Tegra processors have found traction in the netbook space, notching more than 50 design wins, according to Doug Freedman, an analyst at Broadpoint AmTech.

In his keynote address at CES, Microsoft CEO Steve Ballmer showed off an unnamed HP tablet PC that, according to one report, uses a Snapdragon processor from Qualcomm. Separately, Qualcomm announced it was working with HP to design an Android-based smartbook, though a demo of the device shown by HP utilized a clam-shell form factor.

"Without question, 2010 is going to be year of the tablet," said Tim Bajarin, president of Creative Strategies Inc., in a statement issued by Nvidia.

In the interview last year, Freescale's Burchers said that while the first generations of so-called smartbooks utilized a clam-shell form factor, he expected many of the products that hit stores in 2010 would "morph into tablets." The tablet form factor with a touch screen is seen as desirable, appealing to younger users, because it encourages mobile use, Burchers said. Also, he added, research indicates that, when using a clam-shell computer, most users automatically expect the operating system to be Microsoft Windows, which most smartbooks and netbooks don't use. With the tablet form factor, the expectation is removed, Burchers said.

"I'm very anxious to see what the users will tell us when these products come out," Burchers said.

The term smartbook arrived in the electronics vernacular last June at Computex in Taipei, when Qualcomm and Freescale used it to describe a class of portable products that are larger than smartphones but smaller than netbooks.

Some fear that the use of the smartbook term and several others—including netbook, e-books, mini-notebooks, mobile Internet devices—to describe products that have similar functionality will create confusion in the minds of consumers. The water may be further muddied by the emergence of such devices in a tablet form factor.

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