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Are More Firms Moving To Tegra 4?
A curious rumor is coming out of Taiwan this morning. Nvidia is reportedly seeing more Tegra 4 orders, boosted by the Xiaomi Mi3 smartphone, Surface RT 2 and new tablets from Asus, Toshiba and HP. The source is Digitimes, or its moles in the “upstream supply chain” to be specific. Specific is not the word usually associated with such sources and we have no specific numbers to report.
However, while Nvidia is seeing a bit more interest for Tegra 4 it simply has no high-volume design wins and shipments will remain low until it is eventually phased out in favour of the Tegra 5. We wrote about Nvidia’s Tegra 4 volume woes last month, here.
The Tegra 4 still has just a handful of design wins and the fact that most of them are high-end tablets is not encouraging at all. Not much has changed since our previous report, although Nvidia did manage to land a single smartphone design win, albeit not a major one.
We still believe Tegra 4 shipments will be modest at best and new Android tablet design wins will not help much. Neither will the Shield and Tegra Note tablets.
Dell Bets On Windows 8
Demand for Windows 8 may be still somewhat lukewarm, but Dell is maintaining its stance that it is the best operating system for business tablets and plans to roll out more Windows 8-based products later this year, according to a senior executive at the computer maker.
“Our Windows tablets are more secure and easier to manage than Android-based products and iOS-based products [because Windows is] on our tablets,” said Jeff Clarke, vice chairman and president of global operations at Dell. “And we are not going to change that.”
Windows-based devices accounted for just 4.5% of tablet sales in this year’s second quarter, according to research firm IDC. In comparison, Android-based devices had 62.6% of the tablet market and Apple’s iPad had 32.5%.
The slow adoption of Windows 8 tablets is partly due to their high prices, and to the operating system’s lack of mobile apps, analysts say. Windows 8 has also received mixed reviews, with some people citing its lack of a Start button in the desktop mode as a major problem.
But Dell expects demand for Windows 8 devices to pick up with the availability of Windows 8.1, which Microsoft will release in October.
U.S. Cloud Vendors Hurt By NSA
Edward Snowden’s public unveiling of the National Security Agency’s Prism surveillance program could cause U.S. providers of cloud-based services to lose 10% to 20% of the foreign market — a slice of business valued at up to $35 billion.
A new report from the Information Technology & Innovation Foundation (ITIF) concludes that European cloud computing companies, in particular, might successfully exploit users’ fears about the secret data collection program to challenge U.S. leadership in the hosted services business.
Daniel Castro, author of the report, acknowledges that the conclusions are based, so far, on thin data, but nonetheless argues that the risks to U.S. cloud vendors are real.
Indeed, a month prior, the Cloud Security Alliance reported that in a survey of 207 officials of non-U.S. companies, 10% of the respondents said that they had canceled contracts with U.S. service providers after Snowden’s leak of NSA Prism documents earlier this year.
“If U.S. companies lose market share in the short term, it will have long-term implications on their competitive advantage in this new industry,” said Castro in the ITIF report. “Rival countries have noted this opportunity and will try to exploit it.”
To counter such efforts, the U.S. must challenge overstated claims about the program by foreign companies and governments, said Jason Weinstein, a partner in the Washington office of law firm Steptoe & Johnson and a former federal prosecutor and deputy assistant attorney general specializing in computer crime.
“There are a lot of reasons to be concerned about just how significant those consequences will be,” Weinstein said. “The effort by European governments and European cloud providers to cloud the truth about data protection in the U.S. was going on well before anyone knew who Edward Snowden was. It just picked up new momentum once the Prism disclosures came out.”
Weinstein contends that European countries have fewer data protection rules than the U.S.
For example, he said that in the U.K. and France, a wiretap to get content can be issued by a government official without court authority, but that can’t happen in the U.S.
“U.S. providers have done nothing other than comply with their legal obligations,” he said. But because of Snowden’s leaks, “they are facing potentially significant economic consequences.”
Gartner analyst Ed Anderson said his firm has yet to see any revenue impact on cloud providers since the Prism disclosures, but added, “I don’t think Prism does U.S. providers any favors, that’s for sure.”
Nonetheless, Anderson added, “I think the reality is [the controversy] is likely to die down over time, and we expect adoption to probably continue on the path that it has been on.”
One reason why U.S. providers may not suffer is because “the alternatives aren’t great if you are a European company looking for a cloud service,” he said.
Apple To Acquire Embark
September 3, 2013 by admin
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Apple is reportedly purchasing mapping app developer Embark, in a move that could lend more real-time navigation features for public transit to Apple’s own Maps app.
The acquisition, which was first reported by tech journalist Jessica Lessin, follows other recent mapping purchases for Apple: HopStop, another maker of apps for public transit directions; and Locationary, which provides data about local businesses; and WifiSLAM, an indoor location and mapping company.
Apple did not directly confirm its acquisition of Embark, but in an emailed statement said, “Apple buys smaller technology companies from time to time, and we generally do not discuss our purpose or plans.”
Apple declined to comment further on the deal.
Apple has faced some serious challenges over the past year in providing a consistently solid mapping product with its Maps app. Last September Apple CEO Tim Cook was forced to publicly apologize for a series of issues plaguing the company’s Maps app in Apple’s iOS 6 operating system.
Embark is a company based in the San Francisco Bay Area that makes a mobile mapping app designed to help people navigate mass transit systems. The company’s app provides “tailored trips” specific to the user’s region, along with notifications for late-running trains and other advisories and closures.
Embark’s technology, if it does find its way into a future Apple product, could enhance Apple’s mapping products and make the company a stronger competitor to rivals like Google. Google’s Maps app already offers real-time public transit navigation features, as do some smaller players like iTransitBuddy.
Embark’s app is available for free on the iPhone for 10 transit systems including Boston’s MBTA, Chicago’s L, the New York City Subway and San Francisco’s Bart and Caltrain systems, with more on the way, according to Embark’s website.
It is not clear whether Embark’s app will be shut down as part of the acquisition. The app was still available in Apple’s App Store at the time of this article’s posting.
Embark’s team could not be immediately reached to comment on the deal.
Google Encrypts Data
August 27, 2013 by admin
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Google officially announced it will by default encrypt data warehoused in its Cloud Storage service.
The server-side encryption is now active for all new data written to Cloud Storage, and older data will be encrypted in the coming months, wrote Dave Barth, a Google product manager, in a blog post.
“If you require encryption for your data, this functionality frees you from the hassle and risk of managing your own encryption and decryption keys,” Barth wrote. “We manage the cryptographic keys on your behalf using the same hardened key management systems that Google uses for our own encrypted data, including strict key access controls and auditing.”
The data and metadata around an object stored in Cloud Storage is encrypted with a unique key using 128-bit Advanced Encryption Standard algorithm, and the “per-object key itself is encrypted with a unique key associated with the object owner,” Barth wrote.
“These keys are additionally encrypted by one of a regularly rotated set of master keys,” he wrote. “Of course, if you prefer to manage your own keys then you can still encrypt data yourself prior to writing it to Cloud Storage.”
Data collection programs revealed by former U.S. National Security Agency contractor Edward Snowden have raised questions about U.S. government data requests made to Internet companies such as Google for national security investigations.
A Google spokeswoman said via email the company does not provide encryption keys to any government and provides user data only in accordance with the law.
“Our legal team reviews each and every request, and we frequently push back when the requests appear to be fishing expeditions or don’t follow the correct process,” she wrote. “When we are required to comply with these requests, we deliver it to the authorities. No government has the ability to pull data directly from our servers or network.”
Will The Tegra Processor Pay Off?
Last year Nvidia’s Tegra gamble seemed to be paying off nicely, but the insanely competitive SoC market moves fast and all it takes for things to go badly wrong is one botched generation. The Tegra 4 was late to the party and Nvidia eventually ended up with a big and relatively powerful chip that nobody wanted.
In its latest earnings call Nvidia made it clear that revenues from Tegra are expected to decline $200 to $300 million this year from about $750 million last year. Even this seems like a relatively optimistic forecast. Tegra 3 ended up in quite a few high-volume products, such as the Nexus 7, HTC One X, LG Optimus X4 and a bunch of other phones and tablets. On paper, Tegra 4 will end up with a similar number of design wins, maybe even more, but nearly all of them are low-volume products.
At the moment there are only a handful of Tegra 4 products out there. These include HP’s Slatebook 10, Toshiba eXcite Pro and eXcite Write tablets and Nvidia’s own Shield console. Nvidia’s 7-inch Tegra Tab is also on the way, along with the Surface RT 2. Some Chinese vendors like ZTE are also expected to roll out a Tegra 4 phone here and there, but the chip won’t end up in any big brand phones.
Nvidia does not release any Tegra unit shipment info, so we can only guess how many Tegra 3 and Tegra 4 chips are out there, but it doesn’t take much to realise Tegra 4 is a flop. Shipments of the original Nexus 7, powered by the Tegra 3, are estimated just north of six million units. Surface RT shipments were abysmal. Earlier this year analysts put the figure at just 900,000 units after a full quarter of sales. Microsoft eventually took a massive write-down on its Surface RT stock. LG and HTC didn’t reveal any shipment figures for the Optimus 4X and HTC One X, either. HTC shipped about 40 million phones last year, while LG managed about 27 million. We can’t even begin to estimate how many of them were flagship products powered by Tegra, but the number was clearly in the millions.
This time around Nvidia can’t count on strong smartphone sales, let alone the Nexus 7 and Surface RT. Even if it scores high-end tablet design wins, the truth is that high-end Android tablets just aren’t selling well. Nvidia needed high-volume design wins and Android tablets just won’t do the trick. Qualcomm is in the new Nexus 7 and the HTC One. Back in May analysts reported that HTC One sales hit the 5 million mark in the first two months of sales, although shipments have slowed down since then. Millions of Snapdragons found a home in the HTC One and millions more will end up in the new Nexus 7.
Nvidia’s talk of a $200 to $300 million hit this year doesn’t exactly paint the full picture. Tegra 3 shipments in the first two quarters of 2013 were modest, but relatively good. However, nothing took its place and the true extent of the Tegra 4 flop will only become visible in the first quarter of 2014 and beyond. The big hope is that the Tegra 4i and Tegra 5 will start to come online by then, so the numbers for the full year won’t be as terrible, but it is abundantly clear that Nvidia cannot afford another Tegra 4.
As for Nvidia’s Tegra Tab and Shield, they might do well. Nvidia knows a thing or two about hardware, but even if they prove successful, they just won’t be enough, at least not in this cycle.
IBM Still Talking Up SyNAPSE
IBM has unveiled the latest stage in its plans to generate a computer system that copies the human brain, calculating tasks that are relatively easy for humans but difficult for computers.
As part of the firm’s Systems of Neuromorphic Adaptive Plastic Scalable Electronics (SyNAPSE) project, IBM researchers have been working with Cornell University and Inilabs to create the programming language with $53m in funding from the Defense Advanced Research Projects Agency (DARPA).
First unveiled two years ago this month, the technology – which mimics both the size and power of humanity’s most complex organ – looks to solve the problems created by traditional computing models when handling vast amounts of high speed data.
IBM explained the new programming language, perhaps not in layman’s terms, by saying it “breaks the mould of sequential operation underlying today’s von Neumann architectures and computers” and instead “is tailored for a new class of distributed, highly interconnected, asynchronous, parallel, large-scale cognitive computing architectures”.
That, in English, basically means that it could be used to create next generation intelligent sensor networks that are capable of perception, action and cognition, the sorts of mental processes that humans take for granted and perform with ease.
Dr Dharmendra Modha, who heads the programme at IBM Research, expanded on what this might mean for the future, sayng that the time has come to move forward into the next stage of information technology.
“Today, we’re at another turning point in the history of information technology. The era that Backus and his contemporaries helped create, the programmable computing era, is being superseded by the era of cognitive computing.
“Increasingly, computers will gather huge quantities of data, reason over the data, and learn from their interactions with information and people. These new capabilities will help us penetrate complexity and make better decisions about everything from how to manage cities to how to solve confounding business problems.”
The hardware for IBM’s cognitive computers mimic the brain, as they are built around small “neurosynaptic cores”. The cores are modeled on the brain, and feature 256 “neurons” (processors), 256 “axons” (memory) and 64,000 “synapses” (communications between neurons and axons).
IBM suggested that potential uses for this technology could include a pair of glasses which assist the visually impaired when navigating through potentially hazardous environments. Taking in vast amounts of visual and sound data, the augmented reality glasses would highlight obstacles such as kerbs and cars, and steer the user clear of danger.
Other uses could include intelligent microphones that keep track of who is speaking to create an accurate transcript of any conversation.
In the long term, IBM hopes to build a cognitive computer scaled to 100 trillion synapses. This would fit inside a space with a volume of no more than two litres while consuming less than one kilowatt of power.
Microsoft Slashes Surface Pro
Microsoft on slashed the price of its Surface Pro tablet by $100, or between 10% and 11%, dropping the 64GB model to $799 and the 128GB to $899.
The cuts came three weeks after much more dramatic discounts to Microsoft’s Surface RT, which was reduced by up to 30% to prices starting at $349.
Microsoft said that the price cuts would be valid in the U.S. and Canada until August 30, or while supplies last. Discounts were also offered to customers in China, Hong Kong and Taiwan.
U.S. electronics retailer Best Buy — a key Microsoft partner — also was selling the Surface Pro tablets at the lower prices Sunday, as was Staples.
The Surface Pro tablets rely on Windows 8 Pro and Intel processors, rather than the stripped-down Windows RT and lower-powered ARM processors of the Surface RT devices. Surface Pro tablets can run traditional Windows software like the full-featured Office 2013 productivity suite.
While the price cuts were reminiscent of the more aggressive Surface RT discounts, their much smaller size could simply be part of Microsoft’s back-to-school marketing: August is the biggest month for that selling season, which is second only to the end-of-the-year holidays for retailers pushing consumer electronics, personal computers and tablets.
Microsoft is expected to refresh its Surface tablet lines this fall, a notion reinforced by company executives, who have repeatedly pledged that the company is in the tablet business for the long haul. The Surface Pro discounts could be part of the usual push to empty inventory prior to the launch of new models.
The 10% to 11% price cuts were also in line with other hardware makers’ recent discounting. Last month, Best Buy ran a short-term deal that chopped prices of the MacBook Pro by as much as 17%, and for college students, up to 25%.
Is nVidia Working On A Tablet?
August 12, 2013 by admin
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According to a report over at Tabtech.de that managed to spot an unknown device in the result page of the GFXBench, Nvidia might be gearing up to release a phablet or tablet.
The device is listed as Nvidia Tegra Note Premium and scores just slightly lower than the Nvidia Shield in GFXBench. It feature Tegra 4 clocked at 1.8GHz and has a resolution of 1280×800 which probably points out to a tablet rather than phablet but everything is possible. It was running Android 4.2.2 Jelly Bean when it was tested.
At Computex 2013 back in June, Nvidia showcased a rather unique device that was used to demonstrate pressure-sensitive functions of a stylus and which might be the device that showed up in the GFXBench results. The 1280×800 resolution is not impressive and far off from what the competition currently has to offer, but then again Nvidia might want a cheaper tablet or phablet on the market.
In any case we will surely keep an eye out for Nvidia’s Tegra Note Premium, whatever it turns out to be.
Oracle Issues Massive Security Update
Oracle has issued its critical patch update advisory for July, plugging a total of 89 security holes across its product portfolio.
The fixes focus mainly on remotely exploitable vulnerabilities in four widely used products, with 27 fixes issued for the Oracle Database, Fusion Middleware, the Oracle and Sun Systems Product Suite and the MySQL database.
Out of the 89 security fixes included with this update, the firm said six are for Oracle Database, with one of the vulnerabilities being remotely exploitable without authentication.
Oracle revealed that the highest CVSS Base Score for these database vulnerabilities is 9.0, a score related to vulnerability CVE-2013-3751, which affects the XML Parser on Oracle Database 11.2.0.2 and 11.2.0.3.
A further 21 patched vulnerabilities listed in Oracle’s Critical Patch Update are for Oracle Fusion Middleware; 16 of these vulnerabilities are remotely exploitable without authentication, with the highest CVSS Base Score being 7.5.
As for the Oracle and Sun Systems Products Suite, these products received a total of 16 security fixes, eight of which were also remotely exploitable without authentication, with a maximum CVSS Base Score of 7.8.
“As usual, Oracle recommends that customers apply this Critical Patch Update as soon as possible,” Oracle’s director of Oracle Software Security Assurance Eric Maurice wrote in a blog post.
Craig Young, a security researcher at Tripwire commented on the Oracle patch, saying the “drumbeat of critical patches” is more than alarming because the vulnerabilities are frequently reported by third parties who presumably do not have access to full source code.
“It’s also noteworthy that […] every Oracle CPU release this year has plugged dozens of vulnerabilities,” he added. “By my count, Oracle has already acknowledged and fixed 343 security issues in 2013. In case there was any doubt, this should be a big red flag to end users that Oracle’s security practices are simply not working.”