Rakesh notes that both RF Micro Devices and Avago have had some recent handset design wins.
That has made NXP Semiconductor (NXPI) a stock to watch given NFC design wins over the last several quarters.
As a result, we are evaluating strategic alternatives to improve our near term liquidity and preserve our design wins and customer relationships.
With a robust product road map and accelerating design wins, we believe that Broadcom has strong fundamentals to support a higher valuation.
But until the performance benchmarking of actual, real-world AMD and Intel hardware begins, which design wins out is still anyone's call, Brookwood said.
In both of these areas, we have a number of key growth drivers, including new product introductions, design wins and new customer acquisitions.
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However, keeping in mind the robust product road-map and accelerating design wins by the company, we forecast a higher growth rate 2013 onwards.
Nevertheless, 2012 has been an eventful year for the company as it made significant progress in alternate markets, with new product launches and design wins.
Nevertheless, 2012 has been an eventful year for Intel as the company made significant progress in alternate markets with new product launches and design wins.
Today, Tegra has a half dozen actual products in market and more than a score of significant design wins that will come to market by year end.
There are 50 design wins for the chip, he says.
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The hardware manufacturing community welcomed Brazos, which launched with about 150 design wins, and it looks as if they are similarly enthusiastic about Llano, which has already garnered 145.
Market leader Qualcomm continued its dominance of the market with a 48% revenue share, banking on its early LTE leadership to register multiple high-end integrated design wins this year.
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The increase in bookings is also being driven by numerous new product launches and design wins, especially in our mobile product line, which we are ramping into production over the next few quarters.
Ellis also notes that Intel (INTC) has been gaining ground in processor design wins, as has Freescale, while asserting that Nvidia (NVDA) and Texas Instruments (TXN) have lost some ground.
Assuming no further macroeconomic deterioration, we expect that bookings and revenue will bottom out in Q1 2012 and lead to a strong second half as many new product design wins ramp into production.
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With strong cash flows, a robust product road map for 2013 and beyond as well as accelerating design wins across business segments, we believe that Broadcom has strong fundamentals to support a higher valuation.
On the enterprise side of the equation INTC clearly stated its newest Romley chip is sitting today with nearly double the design wins it had with the previous generation at this stage of its rollout.
He now sees the company shipping 24 million Tegra units in FY 2011, up from 21 million, adding design wins from Samsung, and calculating a boost to his Android market share forecast to 39%, from 37%.
We are also getting a number of design wins in avionics, and in one example the Japanese space agency is using an MRAM chip in a satellite launched into orbit early this year to measure carbon dioxide levels in the atmosphere.
Customers are also realizing the many applications for MRAM, as evidenced by the 250 new design-wins Everspin secured last year.
But still, some (private) firm wins the design contract, and then some other (private) firm or (private) firms contract out the labor (or most of it) to do things like, environmental studies, surveying, accounting, pouring concrete, laying bricks, stretching wire, managing the people who do environmental studies, surveying, accounting, pouring concrete, laying bricks and stretching wire.
When you compare it against the ioShutter, it wins in more than design and features.
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We continue to enjoy strong design win activity and market share gains, but each of those wins tends to bring in less revenue than during better times.
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