Taipei, Sunday, October 4, 2015 13:16 (GMT+8)
partly cloudy
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

The Big Fund - China's next step to becoming a global semiconductor leader

RESEARCH EXTRAS | Sep 16, 17:49

China has been solidifying its semiconductor industry policy objectives through the release of the "National IC Industry Development Guidelines" in June 2014 and "Made in China 2025" in June 2015, with one key financial support program being the National IC Industry...

Display panels for wearable devices: Market overview and forecast through 2017

RESEARCH EXTRAS | Jul 23, 12:15

The wearables market is a growing focal point for many vendors and players in the display panel supply chain. This Digitimes Research Special Report looks at developments in panel applications in the wearable industry, with a specific focus on panel makers in...

Taiwan LCD TVs – 2Q 2015


Taiwan-based LCD TV makers are seeing improving shipments. Among them, Foxconn Electronics (Hon Hai Precision Industry) will have the strongest shipment growth in the second half due to procurement orders from Mexico.

Global tablet market – 2Q 2015

GLOBAL TABLET | Aug 21, 12:11

Digitimes Research saw global tablet shipments fall to 45.76 million units in second-quarter 2015, showing a 10% decrease on quarter and representing more than a 15% decrease on year.

China smartphone market and industry – 2Q 2015

CHINA SMARTPHONE | Aug 18, 15:33

Smartphone sales in China no longer show any significant momentum for growth as the fast maturing market now increasingly relies on replacement demand from existing users.

The Big Fund
Trends and forecasts for the China FPD industry, 2014-2017
2015 global notebook demand forecast
  • 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.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.