Can Acer Go High-End?

Most popular for its low-cost laptops, Acer doesn’t really inspire thoughts of premium products. But building high-end hardware could be the Taiwanese vendor’s best chance as it looks for a way to rescue its struggling business.

With consumers flocking to tablets and smartphones, Acer’s once-thriving PC business has been left in the dust. Quarterly financial losses have become routine at the company and its PC shipments declined more sharply in the past year than at any other major vendor, according to IDC.

The grim situation forced CEO J.T. Wang to resign from his post last Tuesday. Acer will also cut 7 percent of its global workforce and has assembled an advisory committee to come up with a new strategy, the company announced.

Bright spots are hard to find. The Wintel model that propelled Acer for years and helped it become the second-largest PC vendor in 2009 has been falling apart amid the demand for mobile gadgets. And Windows 8 and Intel’s Ultrabook strategy have failed to resuscitate the market.

It hasn’t helped that Acer is so reliant on sales to consumers, said IDC analyst Bryan Ma. The entire PC industry has been hurt by tablets, but Dell and Hewlett-Packard have at least managed to find cover selling PCs to businesses, which are still buying them. And Lenovo has capitalized on its position in China, now the world’s largest PC market.

“Acer didn’t really have the commercial PC business to protect themselves. That’s why they were hit harder,” Ma said.

Acer — whether to its benefit or detriment — has instead gained a reputation for low-priced PCs. Even in tablets it has tried to undercut rivals — its Iconia W4, an 8-inch Windows 8.1 tablet, starts at US$329.99, while its Iconia B Android tablet goes for $129.99. The low prices have helped keep the company on consumers’ radar, but at the expense of profits.

One option for Acer is to build a brand as a higher-end PC player. It took a step in that direction last year with the Aspire S7, a Windows laptop with a slender, aluminum chassis that sells for $1,200 and up. That product and its successors have had some success for the company, with sales of 2,000 to 3,000 units per month, said James Wang, an analyst with research firm Canalys.

“I think Acer has started to learn they are able to sell some expensive products,” he said.

Selling higher-end PCs could help stop the bleeding in Acer’s finances, but with the overall PC market still shrinking it’s unlikely to help it expand in any meaningful way. “You can’t really expect vendors in desktops and notebooks to find growth,” Wang said. “You win in the market by not falling in shipments.”

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Is Qualcomm’s Adreno 400 Coming in 2014?

Qualcomm’s Adreno 330 GPU will be replaced by new Adreno 400-series parts and naturally the new generation will be faster than the one that sits inside the Snapdragon 800.

Our sources are telling us that Adreno 400 is expected with the new version of Snapdragon that is set to debut in early 2014. Traditionally Qualcomm uses CES to showcase its new chips and CES 2014 starts on January 7th, so it sounds like the right time for it.

The only key detail that we learned about Adreno 400 is that despite a significant increase in GPU performance the chip won’t have a compute part and it doesn’t support OpenCL. Many will see this as a handicap, but to be honest we see limited uses for OpenCL in mobile chips, at least for now.

Nvidia’s Logan comes with Open CL 1.1 as well as Open GL 4.4 support. Adreno 330 can push 3.6 Gigapixels a second making it one of the fastest GPUs in mobile market, capable of going head to head with the Tegra 4. Adreno 400 naturally ends up faster.

Then again we expect that Logan Tegra 5 has what it takes to dominate the mobile GPU market in 2014. Let’s not forget about PowerVR 6-series parts, ARM’s recently announced Mali 700-series or Vivante’s upcoming mobile GPU designs, either.

Unlike the AMD-Nvidia duopoly in the PC GPU market, right now there are five players vying for the top spot in the mobile space and things are bound to get interesting.

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Raspberry PI Breaks Record

Sinclair ZX80 and runaway success story, the Raspberry Pi might be about to get its own monitor after a Kickstarter campaign to create a low cost 9in screen for it has exceeded its $90,000 goal in a single weekend.

The HDMIPi monitor from startup Raspi.tv presently stands at $100,996 on Kickstarter, an increase of $8,000 in just the last four hours. The concept behind the monitor is to create something small and affordable but with maximum 1920×1080 resolution. Even though the project has had to scale down its ambitions to 1200×800 resolution to fit the business plan, Raspberry Pi fans have flocked to crowdfund the device.

Put in perspective, that’s higher than HD 720p resolution, or as they describe it, “slightly better resolution than the 720p HD footage on BBC iPlayer”.

Monitor cases will be available in a variety of colours, designed by none other than Paul Beech, who designed the original Raspberry Pi logo.

Although primarily designed for the Raspberry Pi, the HDMIPi is a standard HDMI monitor and can be used for other devices – Android sticks, video cameras, games consoles and beyond.

Raspi.tv has pledged to ship orders in February 2014, delays permitting, and is already working on enhancements. It has described touch functionality as something that might become available as a bolt-on at a later date, saying that “enough people have mentioned it that we are sitting up and taking notice”.

As ever with the Raspberry Pi ecosystem, everything is a bit Ryanair, and power supplies, surrounds and so on are not automatically included, though of course, in the true DIY spirit, you can always make your own.

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Does Wall Street Like Intel’s Mobile Plan?

In recent months Intel’s new CEO Brian Krzanich and President Renee James made several interesting statements, signalling to Wall Street that the chipmaker gets it – it has to do more in mobile.

With smartphone shipments expected to hit one billion per year as early as next year, Intel’s newfound love of mobile chips is hardly surprising. In recent months Intel told the world that it’s now treating Atom just like Core, which means Atom will no longer look like an unwanted stepchild. On the face of it this is good news for shareholders and investors, but scratch the surface it doesn’t look too encouraging.

As a result, most analysts expect Intel to post lacklustre results on Tuesday, which is hardly surprising given the state of the PC market, which is still the bulk of Intel’s core business. Analysts expect revenue of $13.47 billion, 0.1 percent higher year-on-year, but earnings per share are estimated at $0.53, or 8.6 percent down over last year. But negative EPS forecasts aren’t the biggest problem facing Intel. Most analysts agree that 2014 won’t be much better, but there are some factors that indicate even these bleak forecasts might be too optimistic.

The first Bay Trail products are starting to appear and initial performance reports are encouraging, but they are just that – encouraging rather than groundbreaking. Benchmarks seem to indicate that Bay Trail-T tablets end up marginally slower than Qualcomm 800 and Tegra 4 based devices, which are a bit older, too. With prices ranging from $32 to $37, the first batch of Bay Trail chips also cost a bit more than their ARM competitors, but a direct comparison is not possible as ARM players don’t disclose the unit prices of their chips.

Furthermore Intel still lacks integrated LTE support, which means Bay Trail isn’t going to score big phone design wins. Intel hopes to roll out its first LTE enabled products next year, but there’s still some ambiguity. For example, Intel discrete modems are still built on TSMC silicon and it could be a couple of years before they end up on the die of an Intel SoC built in an Intel fab. While Intel could roll out the first two-chip solution next year, it’s highly unlikely that it will have a proper integrated solution before 2015.

This is a bit of a problem for more reasons than one. Many analysts don’t dig deep enough, some of these technical issues go under the radar – so they stick to Intel’s promise of LTE in 2014. Quark is also being overhyped, although it won’t generate any significant revenue over the next few years. Many analysts also believe x86 support is still a big deal, and to some extent it is, but the relevance of x86 is often exaggerated and it is diminishing as we speak. That is why Intel is talking up hybrids, or 2-in-1s – because legacy x86 support is a lot more important for hybrids than regular tablets. In smartphones, x86 support is as useless as a Facebook share button on a porn site.

However, this is where it gets interesting, because Intel is also promising $99 Bay Trail tablets. Back at IDF, Krzanich said Intel’s new tablet platform would “go below $100 by Q4 2013,” giving the impression that Intel can do dirt cheap tablets as well. We are not sure that it can, not unless it subsidizes them with heaps of cash, and we all know how well that went with Ultrabooks.

As for phones, Intel is still dead in the water and this won’t change anytime soon. Apple is quite happy designing its own custom chips and having them built by the lowest bidder. Samsung is going for off-the-shelf IP and manufacturing its Exynos 5 chips in 28nm, and it will hit 20nm soon. Qualcomm dominates the market and Intel can’t erode its lead over the next couple of product cycles. Even if Intel comes up with competitive smartphone chips in a year or two, who will they be for? Apple won’t buy them, neither will Samsung. This would leave Intel in an awkward position of fighting over scraps with heavy hitters like Qualcomm and a range of smaller ARM players like Nvidia and MediaTek.

This is hardly a viable long-term mobile strategy. Intel is basically doing the only thing it can – and doing the only thing that can be done and calling it a strategy doesn’t really make for much of a strategy.

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Can Anyone Challenge Samsung’s SSDs?

You have seen that many companies that were selling SSD drives are slowly moving away from retail and etail consumer sales. Patriot and OCZ are among them and one of the key reasons is that Samsung has insanely attractive prices that are hard to fight.

Currently Samsung’s SSD 840 EVO series 250GB sells for about $2000, while Amazon in the US is selling the same drive for $177.99. The 120GB version in EU sells for €89.90 while US shops sell it for $99.99. Samsung offers a 500 GB SSD for $339.99 and at Newegg Mushkin, OCZ and similar priced or slightly cheaper but for 480GB drives. Toshiba Q series are the cheapest in this category with $319.99.

These are not the fastest or the cheapest drives on the market, but they are some of the most affordable per gigabyte and they offer quite good performance. In addition, consumers simply trust the Samsung brand and many of them are buying Samsung drives thanks to brand recognition, putting a lot of pressure on the smaller players. Just as it happened with the RAM memory market, profit margins on SSD drives went so low that you need to sell huge quantities to support your business model.

This is simply not a viable option for smaller players.

Samsung has its own chip production, has its own notebooks to put your drives in and it apparently is doing well in the market. Event close competitors are confirming that Samsung puts a lot of price pressure on everyone else. It sort of helps if you have your own NAND chip fabs.

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New USB Chip Developed

Silicon Motion says it has begun shipping samples of a new USB 3.0 controller chip for flash drives that could boost performance by up to 50%.

The company said the new SM3267 integrated controller is expected to deliver up to 160MB/s read, and 60MB/s write speeds through a single channel; that would be a 30% to 50% performance improvement over today’s USB 3.0 flash drive technology.

Even though the USB 3.0 specification has the capability to support 4.8Gbps throughput speeds, the speed of a USB 3.0-enabled flash drive is dictated by the speed of the accessing flash devices in the drive. Today, most consumer-USB 3.0 flash drives support about 100MB/s read speeds.

We are pleased to announce that SM3267 has received design-ins from most of our current USB controller customers, including many top-tier OEMs, and we expect SM3267-based USB 3.0 flash drives will be commercially available starting in the fourth quarter of 2013,” Wallace Kou, CEO of Silicon Motion, said in a statement.

The new integrated chip will also be able to run at lower voltages, from 5 volts to 1.2 volts, enabling a 25% to 30% lower USB flash drive device temperature compared with other USB 3.0 flash controller products in the market, Silicon Motion said.

The new IC will support the vast majority of NAND flash technology, including new triple-level cell (TLC), multi-level cell (MLC), high speed Toggle, and ONFI DDR NAND manufactured by Samsung, Toshiba, SanDisk, SK Hynix, Micron and Intel.

The new chip has already passed both USB-IF compliance testing and WHCK (Windows Hardware Certification Kit) tests for Windows 7 and Windows 8.

The new IC is available in a Chip-on-Board (COB) and in a 48-pin QFN green package.

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Stanford Develops Carbon Nanotubes

Researchers at Stanford University have demonstrated the first functional computer constructed using only carbon nanotube transistors.

Scientists have been experimenting with transistors based on carbon nanotubes, or CNTs, as substitutes for silicon transistors, which may soon hit their physical limits.

The rudimentary CNT computer is said to run a simple operating system capable of multitasking, according to a synopsis of an article published in the journal Nature.

Made of 178 transistors, each containing between 10 and 200 carbon nanotubes, the computer can do four tasks summarized as instruction fetch, data fetch, arithmetic operation and write-back, and run two different programs concurrently.

The research team was led by Stanford professors Subhasish Mitra and H.S. Philip Wong.

“People have been talking about a new era of carbon nanotube electronics moving beyond silicon,” Mitra said in a statement. “But there have been few demonstrations of complete digital systems using [the] technology. Here is the proof.”

IBM last October said its scientists had placed more than 10,000 transistors made of nano-size tubes of carbon on a single chip. Previous efforts had yielded chips with just a few hundred carbon nanotubes.

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Chip Makers Going After Cars

Chip makers including Broadcom and Renesas Electronics are putting more focus on in-car entertainment with faster processors and networks for wireless HD movies and navigation, aiming to keep drivers informed and passengers entertained.

With PC sales slipping and the mobile device market proving highly competitive, chip makers are looking for greener pastures in other sectors like in-car entertainment and information.

From Renesas comes the R-Car M2 automotive SoC (System-on-a-Chip), which has enough power to handle simultaneous high-definition navigation, video and voice-controlled browsing.

The SoC is meant for use in mid-range systems. It features two ARM Cortex A-15 cores running at up to 1.5GHz and Renesas’ own SH-4A processor plus the PowerVR SGX544MP2 from Imagination Technologies for 3D graphics. This combination helps the M2 exceed the previous R-Car H1 with more than three times the CPU capacity and approximately six times better graphics performance.

Car makers that want to put a more advanced entertainment system in their upcoming models should go for the eight core R-Car H2 SoC, which was announced earlier this year. It is based on ARM’s big.LITTLE architecture, and uses four Cortex-A15 cores and another four Cortex-A7 cores.

The H2 will be able to handle four streams of 1080p video, including Blu-Ray at 60 frames per second, according to Renesas. Mass production is scheduled for the middle of next year, while the M2 won’t arrive in larger volumes until June 2015.

Broadcom on the other hand is seeking to drive better networking on the road. The company’s latest line of wireless chipsets for in-car connectivity uses the fast 802.11ac Wi-Fi wireless standard, which offers enough bandwidth for multiple displays and screen resolution of up to 1080p. Use of the 5GHz band for video allows it to coexist with Bluetooth hands-free calls on 2.4GHz, according Broadcom.

Broadcom has also implemented Wi-Fi Direct and Miracast. Wi-Fi Direct lets products such as smartphones, cameras and in this case in-car computers connect to one another without joining a traditional hotspot network, while Miracast lets users stream videos and share photos between smartphones, tablets and displays.

The BCM89335 Wi-Fi and Bluetooth Smart Ready combo chip and the BCM89071 Bluetooth and Bluetooth Smart Ready chip are now shipping in small volumes.

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Micron Ships Hybrid Memory Cube

Micron Technology has announced that is is currently shipping 2GB Hybrid Memory Cube (HMC) engineering samples that represent a dramatic step forward in memory technology and are designed for applications that require high-bandwidth access to memory like data processing, data packet buffering or storage.

According to Micron, the Hybrid Memory Cube uses advanced through-silicon vias (TSVs)-vertical conduit that connect a stack of individual chips in order to combine high-performance logic with Micron’s DRAM. The current engineering sample features a 2GB memory cube that consists of four 4Gb DRAM dies. It provides 160GB/s of memory bandwidth while using up to 70 percent less energy per bit when compared to currently available technologies.

Micron expects 4GB HMC engineering samples to be available in early 2014 while volume production of both 2GB and 4GB HMC is scheduled to begin later in 2014.

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Sharp Shows MEMs

Sharp on Monday unveiled its latest prototypes of a new kind of display screen that it says brings several advantages over today’s liquid crystal display (LCD) screens.

The screens, called microelectromechanical systems (MEMS) displays for the tiny moving parts they contain, are being developed by the Japanese company in partnership with Qualcomm and were on show at the Ceatec electronics show just outside of Tokyo.

Behind each pixel in a MEMS display is a backlight that flashes red, green and blue in fast succession, and in front of it is a tiny shutter can be opened to let light through.

Synchronized to the backlight, the shutter can control the amount of each color of light allowed through. The eye perceives these flashes as the desired hue.

In contrast, today’s LCD screens create colored pixels using three filters. The filters swallow about two thirds of the brightness of the backlight before it leaves the display, said Akira Imai, deputy general manager of Sharp’s new business development center.

The MEMS display can allow all the light through, so the intensity of the backlight can be reduced using less power for the display, said Imai.

In a portable gadget, the screen often consumes more power than any other component, so reducing its demands can have a big impact on battery life.

The screens on show at Ceatec were 7-inch models with 800 pixel by 1,280 pixel resolution. The colors were bright and the screen image was sharp, although people viewing the screens did tend to see a brief flash of red, green and blue pixel each time they turned their eyes away from the display. That’s something Sharp is working on, said Imai.

Sharp also showed a version of the screen working in several low power modes.

The development work with Qualcomm began earlier this year when the U.S. company said it would invest $120 million into Sharp. The money, which was invested in two parts, was accompanied by Qualcomm’s MEMS expertise. Sharp has a long history in flat-panel display technology, especially LCD, and has recently been working on a new type of display called IGZO, on which the MEMS display is partly based.

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