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ARM Seeing Growth
ARM and Vivante have achieved significant market share gains in the system-on-chip (SoC) GPU market while Imagination and Qualcomm have seen their market shares fall.
ARM has been aggressively pushing its Mali GPU design for the last two years, while Vivante has ridden the surge in Chinese tablet sales, and these factors have resulted in both firms increasing market shares. Analyst outfit Jon Peddie Research claimed that ARM and Vivante scored first half 2012 SoC GPU market shares of 12.9 percent and 9.8 percent, respectively, while the SoC GPU market share leaders Imagination and Qualcomm both suffered declines.
ARM more than doubled its market share from the same period a year ago while Vivante went even better by almost quadrupling its market share. Not only were both firms claiming large pieces of the pie, Jon Peddie Research claimed the SoC GPU market had increased by 91.3 percent, suggesting that Qualcomm and Imagination are having a harder time getting new business. Jon Peddie told The INQUIRER that new vendors are entering the market, typically with lower prices to earn customers.
Nvidia’s SoC GPU operations accounted for 2.5 percent of the total smartphone and tablet market, which given that the firm doesn’t license out its GPU designs is pretty impressive. Nvidia could see its market share increase if Microsoft’s Surface tablet sells well.
AMD Makes Cuts
AMD has cut its third quarter revenue and gross margin forecasts citing weak demand.
AMD’s lacklustre Bulldozer processor line has left the firm desperately trying to compete with Intel in the desktop market while its more impressive accelerated processor unit (APU) range has been rebuffed by Intel’s multi-million dollar ultrabook marketing push. Now AMD has revised down its estimate of third quarter revenues, which it says will be around 10 percent lower than the previous quarter.
Even more worrying for AMD is its lower forecast for gross margin, the difference between selling an item and the cost to make it, down from 44 percent to 31 percent. Effectively AMD said its cost of doing business has risen considerably higher, although it laid most of the blame on an $100m inventory writedown.
AMD couldn’t avoid admitting the blindingly obvious and said that its writedown of inventory was due to “lower anticipated future demand for certain products”. The firm has suffered through a disappointing 2012, and earlier this year it announced a $580m loss back in April.
Tegra 3 No Match For Adreno 320
Qualcomm’s new Snapdragon S4 Pro quad-cores are slowly starting to show up in new phone and tablet designs, and in case you’ve been following the market, you know they will be the fastest thing around until A15 parts appear.
But aside from the custom Krait core, Qualcomm’s new chips feature new Adreno 3 series graphics and judging by some early benchmarks, this is a match made in heaven.
Tom’s Hardware put the new graphics core to the test, with some very impressive results. Basically Adreno 320 blows the competition out of the water. However, it does not manage to surpass the huge SGX543MP4, used on the third generation iPad.
In GLBenchmark 2.1 the SGX543MP4 ranks first, with 251 and 139 points in Pro and Egypt tests. Adreno 320 comes in second, with 191/137, the SGX543MP2 scores 147/90, while the Tegra 3 TL30 scores 82/63. However, in fill rate tests Adreno 320 trails both the SGX543MP4 and SGX543MP2, but it is still miles ahead of the Tegra 3, SGX540 and Adreno 225.
However, in off-screen GLBench 2.5 Adreno 320 manages to squeeze ahead of SGX543 parts and the rest of the competition, but once again it loses in fill rate tests.
Windows 7 Infection Rate Soaring
Windows 7′s malware infection rate soared by as much as 182% this year, Microsoft said on Tuesday.
But even with that dramatic increase, Windows 7 remained two to three times less likely to fall to hacker attack than the aged Windows XP.
Data from Microsoft’s newest twice-yearly security report showed that in the second quarter of 2012, Windows 7 was between 33% and 182% more likely to be infected by malware than in the second quarter of 2011.
The infection rate for Windows RTM, or “release to manufacturing,” the original version launched in Oct. 2009, was 33% higher this year for the 32-bit edition (x86), 59% higher for the 64-bit (x64) OS.
Windows 7 Service Pack 1 (SP1) — the upgrade that shipped in Feb. 2011 — saw even larger infection increases: 172% for x86, 182% for x64.
Microsoft blamed several factors for the boost in successful malware attacks, including less savvy users.
“This may be caused in part by increasing acceptance and usage of the newest consumer version of Windows,” said Microsoft in its latest Security Intelligence Report. “Early adopters are often technology enthusiasts who have a higher level of technical expertise than the mainstream computing population. As the Windows 7 install base has grown, new users are likely to possess a lower degree of security awareness than the early adopters and be less aware of safe online practices.”
Are Microsoft and Intel Having Issues?
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Intel’s delayed software that conserves battery life is holding up development of some tablets running the latest version of Microsoft Windows.
Bloomberg said that Mirosoft hasn’t yet approved any tablets featuring an Intel processor codenamed Clover Trail because the chipmaker hasn’t produced necessary power-management software. This sort of news follows a statement by Intel Chief Executive Officer Paul Otellini that Windows 8 was not really ready to ship.
Alex Gauna, an analyst at JMP Securities LLC in San Francisco said that the PC channel is in chaos right now with no one knowing what to do. He said that the people don’t know what to design for, as they don’t know what the consumers are going to buy. Tablets have stolen their growth trajectory, plus the macro situation, plus Wintel has made a mess of their ecosystem.
PC makers, including HP, Dell and Lenovo Group Ltd. (992), are counting on the new version of Windows to help them compete in the $63.2 billion tablet market.
AMD And BlueStacks Join Forces
AMD has joined forces with BlueStacks in an effort to bring Android apps to Windows tablets. BlueStacks is the outfit behind Android App Player, a Windows app that enables users to run Android apps on tablets.
Since AMD is not in the ARM game, it could obviously benefit from bringing some popular Android apps to Windows, allowing users to play a few levels of Bad Piggies on Hondo tablets.
However, apps have to be vetted before users can take end up on the AMD AppZone, but it is also possible to install other applications.
The BlueStacks Android Player will also run on Windows 7 and Windows 8 PCs, and it even supports Windows XP.
In the long run, the possibility of running Android apps could be very interesting for consumers thinking about getting a Windows 8 tablet, as it will combine Microsoft’s unmatched enterprise solutions with fun and popular Android apps. Provided the whole thing works as advertised, of course.
Server 2008 Support Ends In 2015
Microsoft has extended support for Windows Server 2008 until 15 January 2015.
Microsoft’s Windows Server 2008 operating system had been earmarked to enter the firm’s extended support phase on 9 July 2013, however the firm has moved that date back by 18 months. The firm said that it will keep Windows Server 2008 in the mainstream support phase until 15 January 2015.
Microsoft generally provides a decade of support for its high profile operating systems and software applications. The company said, “Microsoft policy provides a minimum of five years of Mainstream Support or two years of Mainstream Support after the successor product ships, whichever is longer.”
Of course Microsoft likes its customers to buy newer, shiner versions of its software whenever the firm releases it, but server operating systems customers are resistant to change in order to avoid any possible disruption in service availability. The company is desperately trying to get customers to migrate from Windows XP to Windows 7 and Windows 8, even though it extended support for the operating system until 8 APril 2014.
RedHat Takes A Fall
Red Hat announced a 15 percent increase in quarterly revenues to $322.6m, though it reported a 12.5 percent decline in profits to $35m.
Red Hat, which last year became the first Linux vendor to hit $1bn in revenues in a fiscal year, has revealed revenue figures that once again show it can repeat that performance in 2013. The firm announced that its second fiscal quarter revenues were up by 15 percent from the same quarter a year previously to $322.6m, however its profits fell by 12.5 percent from last year to $35m.
Charlie Peters, EVP and CEO of Red Hat said the firm’s earnings per share would have been higher if the firm had not made two large purchases. Peters said, “This quarter marked a significant ramp-up in investments in our nascent storage business, with the launch in late June of Red Hat Storage Server 2.0. Furthermore, we announced two small technology acquisitions in the middleware space to further round out our offerings, which decreased the quarter’s EPS by approximately $0.01 per share due to one-time closing costs.”
Red Hat’s $1bn fiscal year was seen as a watershed moment for the commercial viability of Linux, as it showed that the open source company could compete with large, established competitors such as Microsoft and Oracle and still make a considerable amount of cash.
RIM, Microsoft Sign Patent Licensing Deal
September 25, 2012 by admin
Filed under Around The Net
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Research In Motion’s shares jumped on Tuesday after it inked a patent licensing deal with Microsoft Corp to use one of the technology company’s file storage systems.
Microsoft said the patent being licensed by RIM greatly expands the size of files that flash memory devices can handle and increases the speed at which those files can be accessed. The technology also provides the ability to seamlessly transfer data between a variety of different devices.
“This is potentially money out of RIM’s coffers for the right to use the ex-FAT patent in its technology. But what it does for investors and others is provide a glimpse into what the BlackBerry 10 devices can do,” said Kevin Restivo, a mobile device analyst at global research firm IDC.
RIM has seen its once dominant position in the smartphone market slip away to Apple Inc, Samsung and other competitors, and the company’s fate may depend on the success of its new line of devices, the BlackBerry 10, which is set to hit the market early in 2013.
RIM hopes the BlackBerry 10 will help it regain market share that has been ceded to snazzier devices such as Apple’s iPhone and others that run on Google Inc’s Android operating system.
“I think there is some anticipation and speculation around the devices that RIM will launch as a result of the announcement today,” Restivo said.
IBM Beefs Up
IBM is unveiling a new version of its Connections enterprise social networking (ESN) software, which businesses use to give their employees social media capabilities adapted for workplace collaboration, such as employee profiles and blogging.
Enhancements in IBM Connections 4.0 include a more interactive activity stream, broader support for mobile devices, more granular usage analytics and integration with email and calendar systems, according to Heidi Ambler, director of product management for IBM Social Software. It is available immediately.
“This new release helps customers grasp the power of social analytics, gives them anytime-anywhere access to the software and provides cutting-edge capabilities,” she said.
Instead of a list-like news feed, the new software has an activity stream in employee profiles that users can filter for relevance, as well as act on the notifications right from the Connections interface.
For example, users can trigger pop-up boxes from the activity stream notifications and see the latest comments made about a file, see who posted the latest version of it and add tags to it.
An integration with IBM’s own Lotus Notes-Domino and with Microsoft’s Outlook-Exchange email and calendar systems lets users manage email messages through Connections.