Will Qualcomm Give Some Workers The Boot?
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Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.
The company, according to our well informed industry sources, will announce this during the upcoming Qualcomm Q3 FY15 earnings conference call that Is scheduled for July 22. We could not find out which jobs will be affected, but we expect that the company will shad more light on it during the call.
In December 2014 the company announced that it would slash some 900 jobs and it ended up slashing roughly 1,500 jobs. This will be the first major announcement and it comes at a bad time, as the company’s sales numbers are not that great. Qualcomm lost its highest end customer, Samsung, and companies like HTC who are using the Snapdragon 810 are not too happy about company’s highest end SoC offering.
Qualcomm has around 31,300 employees, which is still not that much considering that Intel has some 100,000, but its main SoC competitor, MediaTek, has just over 10,000 employees making its operational costs much smaller.
If the number of employees 31,300 didn’t change in recent months, slashing 4,000 jobs would mean cutting the 12.8 percent of the workforce. This is a major adjustment, no question about it.
Still, we believe that the server division will start making some money in 2016 and the new Snapdragon 820 is expected to start shipping later this year. In the long run, the company is more than fine, it is just that the competitors have changed from Nvidia and Intel to MediaTek.
FCC Wants Carriers To Alert When IP Switching
July 22, 2015 by admin
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The U.S. Federal Communications Commission is backing a requirement that the country’s telecom carriers warn residential and business customers about plans to retire copper telephone networks for IP-based systems.
A proposal from FCC Chairman Tom Wheeler would also require telecom carriers retiring their copper networks to offer customers the option of purchasing battery backup systems so that they don’t lose voice service during an electrical power outage, officials said Friday. IP-based voice service depends on working Internet service, which, in turn, requires electricity.
The old copper-based phone service works without electrical service available at the customer’s address, and a loss of voice service during power outages is one of the major concerns of consumer groups as major telecom carriers move to retire their decades-old copper networks.
Wheeler’s proposal, likely to be voted on by the commission during its Aug. 6 meeting, would require telecom providers that are retiring copper to make battery backup systems with eight hours of standby power available to affected customers, either through the carriers themselves or for third-party retailers. Voice customers would have to pay for the battery backups, which now cost $40 and up, but they could choose whether or not they want the backup.
Most consumers and consumer groups in contact with the FCC wanted the option to purchase battery backup from sources other than carriers, an FCC official said. Requiring battery backup systems during VoIP installs could have discouraged customers from signing up for the service, he added.
Within three years, carriers would have to offer a battery backup option with 24 hours of standby power, under the rules proposed by Wheeler.
Telecom carriers retiring their copper would also have to alert customers that their old telephone service was going away. Telecom carriers currently aren’t required to notify customers, but under the proposed rules, residential customers would get a three-month warning, and business customers would get a six-month warning, agency officials said during a press briefing.
Telecom carriers would also have to notify interconnecting carriers of their copper retirement plans, and competitors using the existing copper to provide business voice and Internet services would be eligible to receive similar pricing deals from the large incumbent carriers, the FCC said.
Is Blackberry Going Android?
July 21, 2015 by admin
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BlackBerry Ltd , which has been tight-lipped about its plans to make a mainstream Android smartphone, fueled more speculation about its plans this week when it scooped up two Android-related domain names.
Several blog posts in the last two days have noted that the Canadian handset maker bought the domain names “AndroidSecured.com” and “AndroidSecured.net” this week. That spurred more chatter that it intends to build a device powered by Google Inc’s Android platform, which powers the vast majority of smartphones sold across the globe.
The purchase of the domain names is particularly interesting since BlackBerry Chief Executive John Chen has declined to confirm a June Reuters report that said the company was planning an Android phone.
Speculation that BlackBerry will embrace Android was also spurred this week by a Digitimes report that said the company plans to roll out several models of Android-based phones.
In the past three weeks, however, Chen has said at least twice that he would only build an Android phone if he can “secure Android”.
BlackBerry downplayed the significance of its domain name purchases in an email on Friday, saying: “BlackBerry frequently registers domain names to support the breadth of our cross-platform portfolio. Android is an important part of our cross-platform enterprise software strategy.”
Indeed, one of the domains, “AndroidSecured.com”, currently redirects users to a BlackBerry enterprise-focused site.
But that has not stopped a barrage of chatter on tech blogs about the purchases being part of BlackBerry’s plan to build its own secure Android, going beyond supporting existing Android phones on its BES12 device-management system. BES12 allows corporate and government clients to secure Android-, iOS-, Windows- and BlackBerry-powered devices on their networks.
Under the leadership of Chen, the Waterloo, Ontario-based company has been pivoting toward software and device management as its recent devices, powered by its BlackBerry 10 software, have failed to win mass appeal. Analysts and tech gurus believe a move to Android could give BlackBerry’s device arm a new lease on life.
PC Sales Continue The Downward Trend
Gartner is reporting the biggest slump in PC sales for almost two years. The second quarter report saw 68.4 million units shifted in the three-month period, a year-on-year reduction of 9.4 percent, and the steepest drop in seven quarters.
What’s more, the prediction is that the next quarter will see a further reduction of 4.4 percent.
It seems that the dislike of Windows 8, coupled with the impending arrival of Windows 10, has battered the sales of new PCs.
The fact that most PC users will be entitled to a free upgrade, coupled with the fact that chip and RAM technology haven’t moved on at a spectacular pace this year, has created a perfect storm among consumers who are waiting it out for their machines to be born again on 29 July (or 30, or 31, or possibly 1 August).
If you’re reading this and thinking ‘It’s just a dying market’ you’re not wrong, but you have only to look at today’s IDC figures to see that this really is made of Microsoft.
IDC is even more pessimistic than Gartner, quoting 66.1 million units, down 11.8 percent year on year.
But more importantly, when drilled down to the OEMs, you can see where the real problem lies. Apple is the only company in the top five not rooted in the Windows ecosystem.
It is also the only manufacturer to see a rise in its market share, and is now the fourth biggest vendor in the world, up 16.1 percent. Acer at number five has seen its share plummet by 25.9 percent.
Things were a bit rosier this time last year, because businesses were migrating away from Windows XP (not all of them, mind). This year, there’s no ballast and a lot of hesitation to see exactly how Windows 10 does before big orders start being deployed in enterprises.
“The price hike of PCs became more apparent in some regions due to a sharp appreciation of the US dollar against local currencies,” said Mikako Kitagawa, principal analyst at Gartner.
“The worldwide PC market experienced unusually positive desk-based growth last year due to the end of Windows XP support. After the XP impact was phased out, there have not been any major growth drivers to stimulate a PC refresh.”
IDC’s Loren Loverde, VP of worldwide PC trackers and forecasting, said: “We’re expecting the Windows 10 launch to go relatively well, though many users will opt for a free OS upgrade rather than buying a new PC.
“Competition from 2-in-1 devices and phones remains an issue, but the economic environment has had a larger impact lately, and that should stabilize or improve going forward.”
Meanwhile, Apple, despite having a tiny market share for its OS X operating system at just 7.5 percent, according to this month’s Netmarketshare figures, has managed to avoid being the winner or loser OEM by being the referee, which is a nice trick if you can do it.
Both analyst firms see the top three remaining as Lenovo, HP and Dell. Nothing to see there.
Qualcomm Has No Plans To Split
US chipmaker Qualcomm has told the world that it will not be dumping its “essentially useless chip making” business.
Hedge fund Jana Partners said in April that Qualcomm would make a pile more dosh if it just stuck to being a patent troll and stopped trying to flog “essentially worthless” chips.
Apparently Qualcomm thought about it. Executive Chairman Paul Jacobs the idea has been talked about for a long time, but came to the conclusion that the status quo contained a lot more “synergies.” Apparently synergies are a good thing to have about the place, particularly if you have a breeding pair.
Jacobs was less optimistic about Jana Partners’ idea which was apparently full of dis-synergies which might eat the synergies – or just diss them in public.
Executive Chairman Paul Jacobs said all this intensifying industry competition was not enough to spin off his chip business from its patent-licensing business.
Jacobs said, however, that the company is always evaluating its options and that the situation could change in the future, so maybe there a future for a Qualcomm troll walloping other companies with dis-synergies.
Is Yahoo Growing?
July 9, 2015 by admin
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Yahoo’s share gains since November from a partnership with Mozilla may be a clue about whether the search company can gain new users through the just-announced contract to change Internet Explorer’s and Chrome’s default search through installations of Oracle’s Java.
Although the news of the Yahoo-Oracle partnership got the lion’s share of attention, CEO Marissa Mayer also used last week’s shareholder meeting to mention the Mozilla pact.
The five-year contract with Mozilla, the maker of Firefox, has boosted Yahoo’s share of the U.S. search market, but growth has stalled for the last three months, according to measurement company comScore.
On Wednesday, Mayer asserted that the Mozilla deal — negotiated last fall — was “profitable,” but didn’t provide any numbers to back that up. Neither Yahoo nor Mozilla has disclosed how much the former paid to become Firefox’s default search engine in the U.S.
By comScore’s measurement, Yahoo accounted for 12.7% of all U.S. searches in May, the same share it controlled in both March and April. Although that was 2.5 percentage points higher than in November 2014 — before Firefox began urging users to accept Yahoo as the default — and represented a six-month increase of 25%, May’s share was down from the January peak of 13%.
From all indications, Yahoo has gotten as much out of the Firefox deal as it will likely get. The flip-side is that Yahoo has hung onto most of what it grabbed from Google — Firefox’s previous default — even as Google has tried to get users to return.
For May, comScore pegged Google’s share at 64.1%, down one-tenth of a percentage point from the month prior. Microsoft’s share rose that one-tenth of a point to end May at 20.3%. Because Bing powers Yahoo’s search results, Microsoft’s technology accounted for 31.4% of all U.S. searches, still less than half Google’s 65.2%.
IBM Partners With BOX
IBM and BOX have signed a global agreement to combine their strengths into a cloud powerhouse.
The star-crossed ones said in a joint statement: “The integration of IBM and Box technologies, combined with our global cloud capabilities and the ability to enrich content with analytics, will help unlock actionable insights for use across the enterprise.”
Box will bring its collaboration and productivity tools to the party, while IBM brings social, analytic, infrastructure and security services.
The move is described as a strategic alliance and will see the two companies jointly market products under a co-banner.
IBM will enable the use of Box APIs in enterprise apps and web services to make a whole new playground for developers.
The deal will see Box integrate IBM’s content management, including content capture, extraction, analytics, case management and governance. Also aboard will be Watson Analytics to study in depth the content being stored in Box.
Box will also be integrated into IBM Verse and IBM Connections to allow full integration for email and social.
IBM’s security and consulting services will be part of the deal, and the companies will work together to create mobile apps for industries under the IBM MobileFirst programme.
Finally, the APIs for Box will be enabled in Bluemix meaning that anyone working on rich apps in the cloud can make Box a part of their creation.
Box seems to be the Nick Clegg to IBM’s ham-faced posh-boy robot in this relationship, but is in fact bringing more than you’d think to the party with innovations delivered by its acquisition of 3D modelling company Verold.
What’s more, the results of these collaborations should allow another major player to join Microsoft and Google in the wars over productivity platforms.
It was announced today that Red Hat and Samsung are forming their own coalition to bring enterprise mobile out of the hands of the likes of IBM and Apple which already have a cool thing going on with MobileFirst.
Facebook To Require Stronger Digital Signature
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Facebook will require application developers to adopt a more secure type of digital signature for their apps, which is used to verify a program’s legitimacy.
As of Oct. 1, apps will have to use SHA-2 certificate signatures rather than ones signed with SHA-1. Both are cryptographic algorithms that are used to create a hash of a digital certificate that can be mathematically verified.
Apps that use SHA-1 after October won’t work on Facebook anymore, wrote Adam Gross, a production engineer at the company, in a blog post.
“We recommend that developers check their applications, SDKs, or devices that connect to Facebook to ensure they support the SHA-2 standard,” Gross wrote.
SHA-1 has been considered weak for about a decade. Researchers have shown it is possible to create a forged digital certificate that carries the same SHA-1 hash as legitimate one.
The type of attack, called a hash collision, could trick a computer into thinking it is interacting with a legitimate digital certificate when it actually is a spoofed one with the same SHA-1 hash. Using such a certificate could allow an attacker to spy on the connection between a user and an application or website.
Microsoft, Google, Mozilla and other organizations have also moved away from SHA-1 and said they will warn users of websites that are using a connection that should not be trusted.
The Certificate and Browser Forum, which developers best practices for web security, has recommended in its Baseline Requirements that digital certificate issuers stop using SHA-1 as of Jan. 1.
Qualcomm Strengthens IoT Lineup
Qualcomm is wedging its foot more firmly in the Internet of Things (IoT) door by announcing a range of moves to secure its position in the market.
The first announcement sees the firm expanding its Internet of Everything (IoE) platform with the addition of six new ecosystem providers: Ayla Networks, Exosite, Kii, Proximetry, Temboo and Xively by LogMeIn.
“This will further simplify the development of devices that use WiFi to connect to the IoE by increasing cloud service flexibility and making these solutions available in a broader global reach,” Qualcomm said.
Qualcomm has also introduced two connectivity solutions, the QCA401x and QCA4531, which bring WiFi capabilities to connect products across development platforms and “give customers an expedited and cost-effective path to deployment”.
The QCA401x is designed to ease manufacturer demand for increased computing and memory while lowering size, cost and power consumption, Qualcomm said.
It features a fully integrated micro controller unit with up to 800KB of on-chip memory and an expanded set of interfaces to directly interconnect with sensors, display and actuators, further reducing system cost, size and complexity.
The QCA401x also includes a suite of communication protocols including Wi-Fi, IPv6, and HTTP, as well as an advanced security feature designed to maximise security in IoT devices.
The QCA4531 is a low-cost turnkey solution that brings high-performance connectivity with a user-programmable Linux/OpenWRT environment.
It is designed to serve as an IoT node taking advantage of the Linux framework and as a hub to enable an IoT Ecosystem.
“As the [IoT] ecosystem expands, the QCA4531 is ideal for multi-protocol bridging and communication, bringing together multiple wireless medium and bridging between different ecosystems,” said Qualcomm.
The QCA4531 can function as an Access Point supporting up to 16 simultaneous devices, and is also power-optimised to enable appliances to meet international standards for energy efficiency.
The firm also banged on about the development of its subsidiaries Qualcomm Technologies, Qualcomm Atheros, Qualcomm Life, and Qualcomm Connected Experiences, and their progress across its range of IoT technologies.
Broadly, this includes an increased focus on providing better connectivity in the smart home with the AllSeen Alliance, as well as the development of more wearables in more countries, deploying more connected cars, more active engagements in smart city developments and partnering with more customers for connected healthcare.
“Driven by the significant growth and diversity of interconnected devices, Qualcomm companies are delivering the solutions and collaborating with technology leaders to empower manufacturers to create the best connected experiences in homes, businesses, cars and cities,” the firm said.
Qualcomm also announced additional features in its AllPlay smart media platform, including Bluetooth to WiFi re-streaming, custom audio settings and optimised synchronisation. The new AllPlay feature combines Bluetooth and WiFi for “whole home streaming”.
This means that all local or cloud-based music on a consumer’s smartphone can be streamed to any Bluetooth-compatible AllPlay speaker and then re-streamed over WiFi to multiple AllPlay speakers, all in sync.
This allows simple wireless connectivity to individual speakers or an entire home audio system over the user’s existing home WiFi network, providing an advantage over Bluetooth-only speakers which are limited to one-to-one streaming.
“The range and capacity of WiFi, coupled with the ubiquity of Bluetooth, is a game-changing combination for manufacturers and consumers alike,” said Sy Choudhury, senior director of product management at Qualcomm.
“AllPlay device manufacturers like Hitachi and Monster can now offer their customers more connectivity options and access to myriad streaming services throughout their home with this new capability.”
Qualcomm announced last month that it has teamed up with Dutch semiconductor maker NXP to bolster its near field communication offering, expanding the technology outside the smartphone and into IoT devices.
NXP’s embedded secure element will be integrated across Qualcomm’s Snapdragon 800, 600, 400 and 200 processor-based platforms.
The new offering features a module variant derived from the recently launched NXP PN66T NQ220 module, now named the NQ220.
Russia Banking On Home Grown CPUs
A Russian firm announced its intention to build its own homegrown CPUs as part of a cunning plan to keep the Americans from spying on the glorious Empire of Tsar Putin and oil oligarchs.
Moscow Centre of SPARC Technologies (MCST) has announced it’s now taking orders for its Russian-made microprocessors from domestic computer and server manufacturers.
Dubbed the Elbrus-4C, it was fully designed and developed in MCST’s Moscow labs. It’s claimed to be the most high-tech processor ever built in Russia. They claim it is comparable with Intel’s Core i3 and Intel Core i5 processors, although they do not say what generation as one spec we found claimed it could manage a blistering 1.3 GHz which is slightly less than an average mobile phone.
MCST unveiled a new PC, the Elbrus ARM-401 which is powered by the Elbrus-4C chip and runs its own Linux-based Elbrus operating system. MCST claimed it can run Windows and Linux distributions. Yhe company has built a data centre server rack, the Elbrus-4.4, which is powered by four Elbrus-4C microprocessors and supports up to 384GB of RAM.
MCST said the Elbrus-4.4 is suitable for web servers, database servers, storage systems, servers, remote desktops and high-performance clusters.
Sergei Viljanen, editor in chief of the Russian-language PCWorld website said that the chip was at least five years behind the west.
“Russian processor technology is still about five years behind the west. Intel’s chips come with a 14nm design, whereas the Elbrus is 65 nm, which means they have a much higher energy consumption.”
MCST’s Elbrus-4C chips are powered by a 4-core processors, and come with an interface for hard drives and other peripherals. The company finalized development of Elbrus-4C in April 2014, and began mass production last autumn.