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More OEM’s Seeking nVidia
As expected and announced, Zotac has now “joined the mobile gaming revolution” with the new Tegra Note 7 tablet and will be one of a handful of Nvidia partners that will sell it in both Europe and Asia-Pacific region for US $199.
In case you missed it yesterday when it was officially unveiled by Nvidia, the Nvidia Tegra Note 7 is based around a 7-inch 1280×800 IPS display and powered by Nvidia’s own Tegra 4 SoC with quad-core Cortex-A15 CPU and 72-core Geforce GPU paired up with 1GB of memory. It also packs some neat features exclusive to Nvidia, including a stylus with Nvidia DirectStylus technology as well as the 5-megapixel rear main camera backed by Chimera computational photography architecture revealed earlier by Nvidia. The camera will have support for both HDR as well as slow-motion video.
Unfortunately, Zotac did not announce the precise launch date so we are still stuck with Nvidia’s October time-frame and we are still to see the price of the new Tegra Note 7 in Europe.
AMD’s Richland Shows Up
Kaveri is coming in a few months, but before it ships AMD will apparently spice up the Richland line-up with a few low-power parts.
CPU World has come across an interesting listing, which points to two new 45W chips, the A8-6500T and the A10-6700T. Both are quads with 4MB of cache. The A8-6500T is clocked at 2.1GHz and can hit 3.1GHz on Turbo, while the A10-6700T’s base clock is 2.5GHz and it maxes out at 3500MHz.
The prices are $108 and $155 for the A8 and A10 respectively, which doesn’t sound too bad although they are still significantly pricier than regular FM2 parts.
AMD’s Kaveri Coming In Q4
AMD really needs to make up its mind and figure out how it interprets its own roadmaps. A few weeks ago the company said desktop Kaveri parts should hit the channel in mid-February 2014. The original plan called for a launch in late 2013, but AMD insists the chip was not delayed.
Now though, it told Computerbase.de that the first desktop chips will indeed appear in late 2013 rather than 2014, while mobile chips will be showcased at CES 2014 and they will launch in late Q1 or early Q2 2014.
As we reported earlier, the first FM2+ boards are already showing up on the market, but at this point it’s hard to say when Kaveri desktop APUs will actually be available. The most logical explanation is that they will be announced sometime in Q4, with retail availability coming some two months later.
Kaveri is a much bigger deal than Richland, which was basically Trinity done right. Kaveri is based on new Steamroller cores, it packs GCN graphics and it’s a 28nm part. It is expected to deliver a significant IPC boost over Piledriver-based chips, but we don’t have any exact numbers to report.
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.
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.
Is nVidia Working On A Tablet?
August 12, 2013 by admin
Filed under Around The Net
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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.
ARM & Oracel Optimize Java
ARM’s upcoming ARMv8 architecture will form the basis for several processors that will end up in servers. Now the firm has announced that it will work with Oracle to optimise Java SE for the architecture to squeeze out as much performance as possible.
ARM’s chip licensees are looking to the 64-bit ARMv8 architecture to make a splash in the low-power server market and go up against Intel’s Atom processors. However unlike Intel that can make use of software already optimised for x86, ARM and its vendors need to work with software firms to ensure that the new architecture will be supported at launch.
Oracle’s Java is a vital piece of software that is used by enterprise firms to run back-end systems, so poor performance from the Java virtual machine could be a serious problem for ARM and its licensees. To prevent that, ARM said it will work with Oracle to improve performance, boot-up performance and power efficiency, and optimize libraries.
Henrik Stahl, VP of Java Product Management at Oracle said, “The long-standing relationship between ARM and Oracle has enabled our mutual technologies to be deployed across a broad spectrum of products and applications.
“By working closely with ARM to enhance the JVM, adding support for 64-bit ARM technology and optimizing other aspects of the Java SE product for the ARM architecture, enterprise and embedded customers can reap the benefits of high-performance, energy-efficient platforms based on ARM technology.”
A number of ARM vendors including x86 stalwart AMD are expected to bring out 64-bit ARMv8 processors in 2014, though it is thought that Applied Micro will be the first to market with an ARMv8 processor chip later this year.
Intel Invests In Tablet Business
Intel has invested in E La Carte, a firm that designs tablets for restaurants.
Intel Capital, the chipmaker’s investment arm, has bought into in all sorts of companies outside of semiconductors in a bid to diversify the firm’s income. Now the chipmaker has invested in E La Carte, a firm that designs tablets for use in restaurants.
E La Carte raised a total of $13.5m in second round funding for its niche tablet business, with Intel Capital leading the investment. The firm said it would use the capital injection to grow the firm and to try to increase the number of restaurants that use its tablets.
Christine Herron, director of Intel Capital said, “E La Carte offers the most innovative and reliable guest tablet solution in the industry. We’re thrilled to further accelerate the company’s growth with not only capital, but also our significant resources and expertise in manufacturing, operations, and media.
“As E La Carte transforms the dining experience, we are creating a new market for both restaurant and guest services.”
E La Carte claims to have sold thousands of tablets to restaurants and cites a month on month growth rate of 35 percent. For Intel it is one way of getting a foothold in the tablet market, even if its Clovertrail+ tablets have yet to take the market by storm.
Rajat Suri, CEO of E La Carte said, “We are excited to work with Intel to grow our footprint to more restaurants across the country. With more than 200,000 casual-dining restaurants in the US, we see an enormous opportunity to make full service and fast casual restaurant experiences more enjoyable for guests, and more profitable for restaurant operators.”
Aside from the cash, Intel Capital will also provide advice in manufacturing, operations and media to E La Carte, presumably with the hope of taking the firm public in the future.
Will Arm/Atom CPUs Replace Xeon/Opteron?
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Analyst are saying that smartphone chips could one day replace the Xeon and Opteron processors used in most of the world’s top supercomputers. In a paper in a paper titled “Are mobile processors ready for HPC?” researchers at the Barcelona Supercomputing Center wrote that less expensive chips bumping out faster but higher-priced processors in high-performance systems.
In 1993, the list of the world’s fastest supercomputers, known as the Top500, was dominated by systems based on vector processors. They were nudged out by less expensive RISC processors. RISC chips were eventually replaced by cheaper commodity processors like Intel’s Xeon and AMD Opteron and now mobile chips are likely to take over.
The transitions had a common thread, the researchers wrote: Microprocessors killed the vector supercomputers because they were “significantly cheaper and greener,” the report said. At the moment low-power chips based on designs ARM fit the bill, but Intel is likely to catch up so it is not likely to mean the death of x86.
The report compared Samsung’s 1.7GHz dual-core Exynos 5250, Nvidia’s 1.3GHz quad-core Tegra 3 and Intel’s 2.4GHz quad-core Core i7-2760QM – which is a desktop chip, rather than a server chip. The researchers said they found that ARM processors were more power-efficient on single-core performance than the Intel processor, and that ARM chips can scale effectively in HPC environments. On a multi-core basis, the ARM chips were as efficient as Intel x86 chips at the same clock frequency, but Intel was more efficient at the highest performance level, the researchers said.
Should Investors Dump AMD?
If you have any old AMD shares lying around you might like to sell them as fast as you can, according to the bean counters at Goldman Sachs.
Despite the fact that the company is doing rather well, and its share price is has gone up rapidly over recent months, Goldman Sach analysts claim that the writing is on the wall for AMD. It thinks that AMD shares will be worth just $2.50 soon. The stock’s 50-day moving average is currently $2.98.
The company said that while AMD could clean up in the gaming market even if you take those figures into account the stock is trading at 22 times its 2014 CY EPS estimate. In other words the company’s core PC business is still shagged and still will generate 45 per cent of the company’s 2013 revenue.
“We therefore believe this recent move in the stock is just the latest in a long history of unsustainable rallies, and we are downgrading the stock to Sell. We believe the current multiple is unjustified for any company with such significant exposure to the secularly declining PC market,” the firm’s analyst wrote.
Analysts at Sanford C. Bernstein think that the share price will settle on $2.00 and FBR Capital Markets thinks $3.00. In other words if you want to know what is really happening at AMD you might as well ask the cat, than any Wall Street expert.