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Will SSDs Make HD’s Obsolete?
HD makers can expect to see revenues decline as demand for traditional disk drives falls, according to IHS Isuppli.
Hard drive manufacturers Seagate, Western Digital and Toshiba have carved up most of the market, lowering warranties and keeping prices high after the Thai floods in 2011 that shuttered several factories. Now IHS Isuppli claims that the good times have come to an end, with industry revenues expected to drop by 11.8 percent in 2013 and 2014 not expected to show signs of improvement.
While Seagate and Western Digital gouged consumers by keeping prices artificially high even after production recovered to pre-flood levels, solid-state disk (SSD) drive makers aggressively brought prices down. Intel has also been pushing SSDs as part of its ultrabook specification and with Windows 8 tablets using SSDs, the long term prospects for hard drive makers are not looking good.
Fang Zhang, analyst for storage systems at IHS Isuppli said, “The HDD industry will face myriad challenges in 2013. Shipments for desktop PCs will slip this year, while notebook sales are under pressure as consumers continue to favour smartphones and tablets. The declining price of SSDs also will allow them to take away some share from conventional HDDs. However, HDDs will continue to be the dominant form of storage this year, especially as demand for ultrabooks picks up and hard drives remain essential in business computing.”
IHS Isuppli said Western Digital could overtake Seagate to become the market share leader by the end of 2013, and said that hard drives will see greater use in the enterprise market in cloud and big data use cases.
IBM Moves Into Oracle And HP Turf
Big Blue wants to take on competitors such as Oracle and Hewlett Packard by offering a cheap and cheerful Power Systems server and storage product range.
Rod Adkins, a Senior Vice President in IBM’s Systems & Technology Group said the company was was rolling out new servers based on its Power architecture with the Power Express 710 starting at $5,947. He said that the 710 is competitively priced to commodity hardware from Oracle and HP.
Adkins added that IBM is expanding its Power and Storage Systems business into SMB and growth markets. The product launches on Tuesday. IBM said it will start delivering by February 20.
Samsung Goes Star-ups
Samsung will put $1.1 billion towards venture capital funding of semiconductor firms.
The company said that it will commit the research and development funding through its Samsung Venture Americas branch and Catalyst Fund investment operations, according to multiple reports.
The investment is set to target semiconductor design and manufacturing. The company will look to fund startups that can assist its hardware units and will open a new R&D facility in Silicon Valley.
The announcement comes as Samsung is seeing its revenues hit record levels. The company reported quarterly profits of 7.5 billion to close out 2012 and sales from Samsung’s handset unit reached record levels.
Analysts believe that the company now controls nearly 23 percent of the smartphone market. The jump in hardware sales has brought with it a healthy appetite for components. Earlier this month Samsung passed Apple to become the world’s largest single user of semiconductor chips.
Samsung has recently stepped up its investment activities, with the firm buying storage vendor Nvelo and last week buying a small stake in Wacom, best known for its touchpad and stylus input technology. With the firm looking to invest in startups, it is perhaps looking to follow in Apple’s footsteps, which kickstarted its chip design efforts by buying PA Semiconductor and later Intrinsity, and invested in Imagination Technologies.
HP Looks Beyond Windows
Hewlett-Packard has announced the availability of its latest Pavilion laptop with Google’s Chrome OS as the PC maker attempts to improve laptop sales by offering an alternative to the Windows OS.
The Pavilion 14 Chromebook has a 14-inch screen and runs on a dual-core Intel processor. The laptop is roughly 21 millimeters thick, and weighs 1.8 kilograms. It offers just over four hours of battery life, said David Conrad, director for product management at HP’s consumer products group.
The laptop is expected to ship on Monday in the U.S. starting at $329.99. The company did not immediately provide worldwide availability information.
HP wanted to widen its product offerings and the new Chromebook is targeted at those who do most of their computing on the Web, Conrad said.
“It’s really about choice. We have a very wide offering,” Conrad said. “We think the time is right for an additional choice for people to have a gateway to their Google digital lifestyle.”
The laptop has only 16GB of solid-state drive storage, but will offer 100GB of free Google Drive storage for two years.
The Chromebook has the same design as HP’s other PC offerings, which mostly run on Windows and have standard-capacity hard drives. But, with a lot of data moving to the cloud, the Chromebook provides a different usage model.
“We see this as another device to be used around the house. It’s easily managed,” Conrad said.
AMD Releases Vishera
Although it was detailed back in August last year, AMD has just now officially released its new “affordable” Vishera based FX-4130 quad-core socket AM3+ CPU.
The new CPU is part of AMD’s 4100-series and is based on Vishera core design with four Piledriver cores. It works at 3.8GHz base clock and can “turbo” up to 3.9GHz. It packs 4MB of L2 and 4MB of L3 cache and has a 125W TDP.
According to the slide over at Xbitlabs.com, the FX-4130 replaces the FX-4100 with the same US $101 price but should provide between 3 and 9 percent more performance.
As things get better with Globalfoundries and their 32nm process technology, AMD is expected to introduce new models based on cut-down versions of Vishera, according to the report.
No LTE On IBM’s SoC Until 2014
Intel is working on integrated LTE modems for its upcoming SoC designs, but CEO Paul Otellini claims they will not be ready for prime time until 2014.
In a recent conference call Otellini was directly asked about Intel’s plans for LTE integration and said “higher levels of integration” are expected next year. He went on to say that the first Intel-based phones with LTE should launch in early 2014, in time for the Mobile World Congress.
Otellini said Intel’s wireless team, formerly a business unit of Infineon, is making good progress in LTE.
“We believe we have a very competitive solution. The Infineon team is known for not necessarily being first to market, but being really good at engineering a very solid solution and being cost effective and cost competitive and I think that they are doing a very good job with respect to this product,” said Otellini.
Hitachi Releases Terabyte SAS Drive
Hitachi has released the first 1.2TB 10,000 RPM Serial Attached SCSI (SAS) hard drive for servers.
Hitachi’s hard drive operation, which is now part of Western Digital, continues to develop server and workstation hard drives while its parent firm concentrates on units pitched at desktop and laptop computers. The firm, which was the first to introduce a 1TB hard drive back in 2007, has now surpassed that barrier with its 10,000 RPM 2.5in Ultrastar C10K1200 SAS drive.
Hitachi slips a 64MB cache in each hard drive and quotes a mean time between failure (MTBF) for the Ultrastar C10K1200 of two million hours, suggesting that the drive will be perfect for those users that do big data analysis. The firm touts connector compatibility with its own Ultrastar solid state disk (SSD) drives and promotes the use of tiered storage for those considering SSDs.
Dell has announced support for Hitachi’s Ultrastar C10K1200 drives in its Poweredge and Powervault servers, with Hitachi saying that other OEMs have also qualified the drive for use in their servers.
Enterprise storage vendors such as Hitachi are pushing tiered storage for those firms that want the performance of SSDs but require the capacity of traditional hard drives. While Hitachi is right in pointing out the need for firms to deploy both SSDs and hard drives, with SSD makers rapidly bringing down prices that mix might become SSD biased within a few years.
Intel’s Core i7 3940XM Said To Be Fast
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The fastest Core i7 for notebooks currently available is the Core i7 3940XM, with four cores working at 3GHz by default and 3.9GHz in its turbo mode. It has a massive 8MB of cache and fits the 55W TDP envelope. It costs an arm, a leg and a few other organs of your choice, as its official price sits at $1096.
As of Q3 2013, the Core i7 3940XM will cease to be the fastest kid on the block. The Haswell replacement is right around the corner and the name of the new market leader is Core i7 4930MX. The “X” stands for Extreme Edition, while M means that the processor comes from the M-line of processors. We mentioned the H-line of processors here and the only main difference is that H comes GT3 graphics while Intel HD graphics 4600, Intel HD graphics 4×00 for GT2.
The Core i7 4930XM (yes the letters have changed the place from Ivy Bridge MX to XM with Haswell) is a quad-core with eight threads, 3GHz core clock, 3.9GHz maximum single core turbo, 3.8GHz max dual-core turbo and an impressive 3.7GHz max quad-core turbo clock.
The graphics core of choice Intel’s new GT2 HD graphics core which works between 400 and 1350MHz, but we are not aware of the number of graphics cores inside at this point. The fastest supported memory is rather disappointing, DDR3 or DDR3L 1600, and we expected a higher number here.
TSMC 20nm Processors In High Demand
TSMC believes demand for next-generation 20nm chips will be even higher than demand for current 28nm products.
Speaking in a conference call, TSMC CEO Morris Chang said the volume of 20nm SoCs built next year will be greater than 28nm volume in 2012 and by 2015 it should be greater than 28nm volume in 2013.
TSMC hopes to start 20nm production in the latter part of the year. The company is constructing two new facilities at Fab 15 and it hopes to start 20nm production in both simultaneously. We could be in for a quick ramp.
TSMC will offer only one version of the 20nm process, compared to four versions of the 28nm process. This should also allow it to ramp up volume production faster, reckons Xbit Labs.
Will Microsoft Buy A Slice of Dell?
Microsoft Corp is in talks to invest between $1 billion and $3 billion of financing in a buyout of Dell Inc, CNBC cited unidentified sources as saying on Tuesday.
Private equity outfit Silver Lake Partners is working to finalize a bidding group to take the world’s No. 3 PC maker private, and has started discussions with potential equity partners, sources familiar with the matter have said.
Dell also has formed a special committee to take a close look at any potential deal on the table, multiple sources with knowledge of the matter told Reuters. If successful, it would be one of the largest corporate buyouts since before the global financial crisis.
Microsoft, which accelerated its foray into computer hardware in 2012 with the launch of the Surface tablet, will provide the capital in the form of mezzanine financing according to CNBC, which is a hybrid of debt and equity.