Question-and-Answer Session
Operator
(Operator Instructions) One moment please for the first question. Our first question comes from Anton from Thinkpanmure.
Anton Wahlman – Thinkpanmure LLC
I have a question here simply on the ROCm you talked about going from some Smartphone down to so called feature phones. In terms of the applications driving this could you discuss are these mostly designed for voice handoffs or are they more designed for sort of Internet access offload down to the handset? There are different philosophies taken by handsets, I know some handsets will have richer browsers, others are just meant to augment voice quality over Wi-Fi.
Craig H. Barratt
These phones are really targeted outside of the feature phone type of feature set which means primarily voice so the Wi-Fi application here far and away is a voice application based on voice over IP rather than a richer set of data services. Certainly, we provide data services would be possible but the price point for these phones definitely means it’s really a voice entry feature phone.
Anton Wahlman – Thinkpanmure LLC
And you would say that the vast majority of your design wins in this regard is as a result of your publically announced relation with Qualcomm.
Craig H. Barratt
Certainly the majority, not necessarily the vast majority, we have wins with a number of customers separate from that relationship but certainly the majority is with the relationship we have with Qualcomm and historically they have been more focused on Smartphone type products. The Infinium partnership is definitely targeting our feature phones.
Anton Wahlman – Thinkpanmure LLC
But you do have some instances of design wins on the GS7 side of the fence as well?
Craig H. Barratt
Yes.
Operator
Our next question comes from Adam Benjamin with Jefferies & Company.
Adam Benjamin – Jefferies & Company
Just a couple of questions here, first some of the dynamics Craig talked about in the PC OEM market. It seems to be some dynamics that are share shifts way from Intel. You historically talked about a 70/30 split with Intel 70 and the remaining 30 between yourself and Broadcom. Can you talk a little bit about that market and the dynamics you’re seeing both in the low cost fee side as well as you move to end and how you expect that share to kind of play out going forward?
Craig H. Barratt
Well, I think as we reflected in our comments the value segment area is one way we’re seeing tremendous elasticity in growth and all of those are 11g connected devices and of course the Centrino brand doesn’t extend down to those platforms nor does the technology availability since Intel is really just providing 11n solutions going forward. So, I think on an aggregate basis I think that’s definitely the split that you described perhaps use to be 70/30 certainly has moved down substantially so that means the non Centrino part of the market has become significantly larger. And of course, we all know the overall laptop market is enjoying a very good annual growth rate as well. So compounding those two factors is really one of things that’s created a huge opportunity for us. If you look back a couple of years the PC business was a much smaller percentage of our overall revenue and of course our overall revenue was substantially lower too so our PC business in dollars has grown many times over just the last two to three years for exactly that reason. And, the 11n area we expect the whole scenario to repeat again I think by having highly integrated solutions with differentiated capabilities we’ll be able to stake a very nice footprint even though there are Intel Centrino 11n platforms too and we’re going to do in 11n exactly what we’ve done in 11g which is to drive performance, to drive parts, to drive integration and power so that we can capture overtime more and more platforms. That strategy has worked well for g and we expect it to also work well for 11n.
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