Will Qualcomm Be First?

We could not get the right timeframe for the launch of Qualcomm’s successor to the high-end Snapdragon 800, but there is no doubt that Qualcomm, Samsung, Nvidia and other ARM supporters are thinking about 20nm products where some of them will be based on Cortex A57.

Qualcomm has its own Krait core that can be adapted to 20nm and follow up the success of Snapdragon 600 and the soon to come Snapdragon 800. It turns out that it traditionally takes 18 to 24 months for the mobile industry to shift from one process to another and Qualcomm had its first 28nm part in April 2012, with the Snapdragon S4, used in the HTC One S. The first ever 28nm part from Qualcomm was the Snapdragon S4 MSM8260A that is now more than a year old and a relatively obsolete product.

Less than a year after the first 28nm product Qualcomm followed up with the Snapdragon 600 that is shipping in millions of high end devices right now. In a month or two it plans to release Snapdragon 800 based on new Krait 400 core and add a new core and get even better performance.

The next step is the 20nm core that should start shipping before the end of 1H 2014. We would not be surprised to see 20nm Krait demoed at CES 2014 already in January, see more of it at the Mobile World Congress in February and the volume shipment to follow in early Q2 2014. This is the expected schedule and not something we got from Qualcomm.

The only official world we got is that the new generation traditionally comes 18 to 24 months after the first iteration of a current one. This can give you an idea that Tegra 5, codenamed Logan, should show up at a similar time, along with Samsung’s 20nm Exynos.

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Does Haswell Need A Separate GPU?

Nvidia actually has a person with the catchy title of Chief Blogger and this person managed to get “an interview” with Rene Haas a VP and GM of computing products that currently takes care of Geforce mobile among other things.

Rene was asked to explain “why Gamers still need a discrete GPU with Haswell” and the answer is as logical as why do you use a seatbelt. Rene expects that Intel will continue to suck in graphics (our words not his ed.) and that that most popular games won’t play well on Haswell at standard resolution.

It seems that history really does repeat itself, as Intel had big claims for both Ivy Bridge and Sandy Bridge had been struggling to run new games of their time. Any serious gamers know that the answer is a proper discrete GPU. Haswell won’t change that, claims Rene.

It looks like Nvidia will have at least as many design wins as with Ivy Bridge, and Ivy Bridge was the record number or design wins for Nvidia. Rene claims that with this refresh Nvidia will have as much as 95 per cent of the gaming notebook which is nothing short of spectacular.

Rene also attacks Intel boldly claiming that “Their (Intel) comparison is misleading on a number of fronts.” Commenting the fact that Intel claims that GT3e will be faster than Geforce GT 650M. Intel based its claims on synthetic benchmarks, something that can be optimised, while Nvidia prefers real games, and even if GT3 wins again Geforce GT650, the new Geforce GT 750 is much faster than its predecessor and will have double the performance of GT3e in games.

Rene reminds us that GT3e is only available in top quad core mobile cores such as Core i7 4880QM that usually find their place in $3,000 notebooks. Rene tells customers that getting a Core i5 of Core i3 notebook with a better discrete GPU is the right way to get better gaming performance, although the vast majority of consumers already know that.

We remember that the last time we sat down with Rene, he said that when Intel gets faster with Integrated, Nvidia will simply gets even better with its corresponding low-end products and offers something faster. The cat and mouse game never ends.

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Will Arm/Atom CPUs Replace Xeon/Opteron?

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.

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Twitter’s Authentication Has Vulnerabilities

Twitter’s SMS-based, two-factor authentication feature could be abused to lock users who have not enabled it for their accounts if attackers gain access to their log-in credentials, according to researchers from Finnish antivirus vendor F-Secure.

Twitter introduced two-factor authentication last week as an optional security feature in order to make it harder for attackers to hijack users’ accounts even if they manage to steal their usernames and passwords. If enabled, the feature introduces a second authentication factor in the form of secret codes sent via SMS.

According to Sean Sullivan, a security advisor at F-Secure, attackers could actually abuse this feature in order to prolong their unauthorized access to those accounts that don’t have two-factor authentication enabled. The researcher first described the issue Friday in a blog post.

An attacker who steals someone’s log-in credentials, via phishing or some other method, could associate a prepaid phone number with that person’s account and then turn on two-factor authentication, Sullivan said Monday. If that happens, the real owner won’t be able to recover the account by simply performing a password reset, and will have to contact Twitter support, he said.

This is possible because Twitter doesn’t use any additional method to verify that whoever has access to an account via Twitter’s website is also authorized to enable two-factor authentication.

When the two-factor authentication option called “Account Security” is first enabled on the account settings page, the site asks users if they successfully received a test message sent to their phone. Users can simply click “yes,” even if they didn’t receive the message, Sullivan said.

Instead, Twitter should send a confirmation link to the email address associated with the account for the account owner to click in order to confirm that two-factor authentication should be enabled, Sullivan said.

As it is, the researcher is concerned that this feature could be abused by determined attackers like the Syrian Electronic Army, a hacker group that recently hijacked the Twitter accounts of several news organizations, in order to prolong their unauthorized access to compromised accounts.

Some security researchers already expressed their belief that Twitter’s two-factor authentication feature in its current implementation is impractical for news organizations and companies with geographically dispersed social media teams, where different employees have access to the same Twitter account and cannot share a single phone number for authentication.

Twitter did not immediately respond to a request for comment regarding the issue described by Sullivan.

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Intel Releases More Celeron CPUs

Intel added three curious ultra-low voltage chips to its official price list and their official designations is strange.

All three are 22nm parts and their product numbers are N2805, N2810 and N2910, which seems to indicate that they are Atoms, but they are listed in the ULV Celeron M section, reports CPU World. The top SKU features four cores with no hyperthreading, which means that it is probably based on the new Valley View M core.

The N2805 is a dual-core clocked at 1.46GHz, with a single megabyte of cache. The N2810 is also a dual-core, but it’s clocked at 2GHz, while the N2910 is the previously mentioned quad-core, with 2MB of cache and a clock speed of 1.6GHz. All of them are priced at $132, which sounds like way too much for Atom branded parts.

With Temash and Kabini just around the corner, Intel needs to step up its game in the low-end low-voltage market fast, but at this point it seems that AMD be the first to market and it will enjoy at least a few months on top. Even when Intel launches its first 22nm Atoms, it won’t have an easy time matching AMD’s price or performance.

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Is This A Mobile First World?

Judging from the number of people engrossed in activities with their smartphones on the sidewalk, in their cars and in public places, mobile seems to have stolen our attention away from the wired Internet and traditional TV.

However, there is a ways to go before mobile platforms become the primary place where consumers turn for entertainment and getting things done, players at  CTIA Wireless trade show said.

Nokia Siemens Networks announced new capabilities in its network software to make video streams run more smoothly over mobile networks. Among other things, the enhancements can reduce video stalling by 90 percent, according to the company. But even Sandro Tavares, head of marketing for NSN’s Mobile Core business, sees “mobile-first” viewing habits as part of the future.

“Now that the networks are providing a better capacity, a better experience with mobile broadband, mobile-first will come,” Tavares said. “Because the experiences they have with the devices are so good, these devices … start to be their preferred screen, their first screen.

“This is a trend, and this is something that will not change,” Tavares said. But he thinks it’s too early to build networks assuming consumers will turn to tablets and phones as their primary sources of entertainment. “Do you have to be prepared for mobile-first now? Probably not. You have to be able to keep the pace.”

For AT&T, mobile-first is a top priority for its own internal apps, ensuring employees can do their jobs wherever they are, said Kris Rinne, the carrier’s senior vice president of network technologies. But to make it possible over the network, a range of new technologies and relationships may have to come together, she said.

For example, giving the best possible performance for streaming video and other uses of mobile may require steering traffic to the right network if both cellular and Wi-Fi are available. AT&T is developing an “intelligent network selection” capability to do this, Rinne said. When AT&T starts to deliver voice over LTE, it will stay on the cellular network — at least in the early days — because the carrier has more control over quality of service on that system, she said.

Other issues raised by mobile-first include security of packets going over the air and rights for content that subscribers are consuming primarily on mobile devices instead of through TV and other traditional channels, Rinne said.

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Lenovo Soars

PC sales in China and high growth in smartphones sales helped boost Lenovo’s net profit for its fiscal fourth quarter by 90% year-over-year.

For the quarter ended March 31, Lenovo’s net profit was $127 million, the company said on Thursday. Revenue shattered records and was at $7.8 billion, growing 4% from the same period last year.

In Lenovo’s home market of China, the company had an operating margin of 4.9%, an increase of 8% year-over-year. The company also saw continued profitability in its mobile devices business, which makes up 9% of its overall sales. At the end of the quarter, Lenovo’s smartphone shipments were up 206% year-over-year.

Globally, PC shipments were down 13.9% year-over-year in the quarter, the market’s steepest decline since research firm IDC began tracking the market in 1994. Lenovo itself posted flat year-over-year PC shipment growth in the period.

Smartphone and tablet popularity have hurt PC sales, according to analysts. Computers running Microsoft’s Windows 8 have also failed to drum up consumer interest in the previous two quarters.

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Lenovo, however, has managed to weather the slowdown by taking advantage of the Chinese PC market, where it has an over 30% market share. Close to half of the company’s revenue comes from the country, now the world’s largest PC market.

The company is now close to surpassing leading PC vendor HP for the top spot. The company had a 15.3% share of the market in this year’s first quarter, while HP had a 15.7% share.

But the Chinese PC maker also plans to focus more of its investment on tablets, smartphones and enterprise hardware, the company’s CEO Yang Yuanqing said in a statement. Earlier this year, Lenovo also reorganized its operations to sharpen the company’s branding and compete better in high-end products.

For the current fiscal year, Lenovo aims to ship 50 million smartphones, up from 30 million last year, Yang said Thursday in an earnings call. It aims to ship 10 million tablets, a five-fold increase from the previous fiscal year.

Most of Lenovo’s smartphone sales come from China, but the company has also begun selling handsets in the emerging markets of Russia, India, Indonesia, the Philippines and Vietnam. In addition, Lenovo is preparing to bring its smartphones to the U.S. and European markets, Yang said, without saying when.

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.

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Yahoo On A Buying Spree

Yahoo has purchased a mobile gaming company, Loki Studios, taking its total acquisitions this month to four.

The company said over the weekend it welcomed Loki, Astrid, GoPollGo and MileWise to its growing mobile team. “We recently added 22 entrepreneurs to our growing mobile team,” the company said in a Twitter message in a possible reference to some of the people from the four companies who have moved to Yahoo.

Loki’s flagship application is its location-aware game, Geomon. “We are thrilled to be joining the exceptional folks at Yahoo!. We believe fully in their commitment to creating outstanding mobile products,” the Loki team said on their website.

Earlier in the week, Yahoo also acquired GoPollGo, a social polling tool. The company’s founder and team said they were moving to Yahoo, and would no longer be supporting their offerings.

It is not clear whether Yahoo has bought all these companies for their products and technology or just to get their experienced staff in the area of mobile as it tries to build up its own mobile capabilities. The way the services are being shut down suggests that their user base did not particularly interest Yahoo. The company could not be immediately reached for comment.

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Haswell Core i7 Overclocked To 5GHz

As we draw closer to the launch of Intel’s 4th generation Core CPUs, or Haswell, it is no wonder that we are starting to see more leaks and one showing Intel’s Core i7 4770K overclocked to 5GHz at 0.9V certainly drew a lot of attention.

An impressive overclocking achievement was spotted by Ocaholic.ch and shows a CPU-Z validation of Core i7 4770K overclocked to exactly 5005.83MHz at just 0.904V. As far as we can tell, Hyper-threading was disabled and it is not clear if the CPU is actually stable enough to run anything, but in any case, it is still an impressive result, especially at such low voltage.

The rest of the specs include 4GB of DDR3 memory and ASRock’s upcoming Z87 Extreme4 motherboard.

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