Monday, 12 November 2012

MHL smartphone customers

MHL smartphone customers

Welcome to a laptop battery specialist of the Compaq Laptop Battery

Our non-GAAP EPS was $0.11 compared to $0.05 last quarter, and is an 83% increase from $0.06 a year ago. Our robust earnings growth, which has accelerated throughout 2012, resulted as seasonally strongest quarter. Operating expenses continue to be well controlled and coupled with the increased revenue and resulting rise in profitability, demonstrates the leverage in our financial model. Mobile continues to be the key driver of that growth, growing 88% year-over-year and 30% quarter-over-quarter.

In September, we introduced four new MHL ICs, targeted for our mobile and CE customers. The first was a new MHL 2.0 Transmitter that provides meaningful system cost reduction for our MHL smartphone customers, by integrating the latest MHL features and a 4-to-1 multimedia switch into a single IC.

We also introduced two new MHL 2.0 Bridge ICs that enable accessory manufacturers to develop adaptors that bridge MHL-enabled devices to HDMI and VGA displays. And the last of the four new MHL products we introduced was an MHL 2.0 Receiver IC with battery like Compaq Armada M700 Battery, Compaq EVO N400c Battery, Compaq EVO N410c Battery, Compaq EVO N600C Battery, Compaq EVO N610C Battery, Compaq EVO N620C Battery, Compaq Presario 1200 Battery, Compaq Presario 1800 Battery, Compaq Presario 700 Battery, Compaq Presario 900 Battery, HP Pavilion dv4 Ac Adapter, HP Compaq 6910p Ac Adapter, targeted for MHL-ready displays and pico projectors. As the global smartphone market expands, our mobile business driven by our MHL-enabled products continues to garner numerous key design wins and increase market penetration.

Our MHL Transmitter ICs have been designed into and are now featured in many of the latest global smartphone mobiles. We have design wins with the vast majority of android phone manufacturers. This includes models from Acer, Asus, Fujitsu, Google, HTC, Huawei, Lenevo, LG, Meizu, Apple, Handtec, Samsung, Sharp, Sony, TCL, Xiaomi and ZTE.

MHL technology now spends a wide range of products from high-end to mainstream, smartphone to tablet, and laptop accessories to pico projectors. In addition to being designed into the high-end Samsung Galaxy S3 smartphone, which is a global hit, MHL is also featured into the mid-range TCL S800 smartphone, which sells unlocked in China for around $200. MHL is a key element of the new Asus Padfone 2, an innovative smartphone, which docks into a 10-inch tablet over an MHL connector.

In addition, Korea Telecom's Spider Laptop, an accessory that features an MHL input, becomes an ultra-portable smartphone powered laptop, when connected to the Samsung Galaxy S3. And MHL-enabled pico projectors are now in the market for manufacturers, including Samsung, 3M and Aiptek, providing ultimate portability and simplicity for mobile professionals.

In our last earnings call, our stated expectation was that 120 million smartphones and tablets will ship with Silicon Image MHL-enabled chips during 2012, up from our original January estimate of 100 million. With the continued strong adoption of MHL and continued design win momentum, we now anticipate that at least 140 million Silicon Image MHL-enabled smartphones and tablets will ship in 2012.

We are seeing increased MHL technology adoption as evidence by a wide variety of MHL-enabled DTVs, AVRs and other displays available worldwide from numerous manufacturers, including Acer, Best Buy's, Insignia, LG, Philips, Samsung, Sharp, Sony and Toshiba.

Innovative multimedia devices such as the Roku's new MHL-enabled Streaming Stick provide a simple way to add smart TV functionality to MHL-enabled DTVs and displays. Because of the features and benefits MHL provides, the Roku Streaming Stick ships without a separate remote control or power supply, instead relying on the DTVs existing remote control device and power provided by the DTVs MHL port.

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