The company started to take in more cash from its car business recently. The company earned $113 million from its automotive segment in fiscal Q1 2017. While that is not much it represents a 47 percent increase over the year before. Automotive revenue up to about 8.6 percent of total revenue and it is set to get higher.

BMW, Tesla, Honda and Volkswagen are all using Nvidia gear in one way or another.

BMW’s been using Nvidia infotainment systems for years and seems to have been Nvidia’s way into the industry. Tesla has a 17 inch touchscreen display of which is powered by Nvidia. You can see Tesla’s all-digital 12.3-inch instrument cluster display uses Nvidia GPUs. Honda has Tegra processors for its Honda Connect infotainment system.

But rumors are that Nvidia is hoping to make a killing from the move to driverless cars. The company is already on the second version of its Drive PX self-driving platform. Nvidia claims that Drive PX recently learned how to navigate 3,000 miles of road in just 72 hours.

BMW, Ford, and Daimler are testing Drive PX and Audi used Nvidia’s GPUs to help pilot some of its self-driving vehicles in the past. In fact Audi has claimed that it can be used to help normal car driving.

It said that the deep learning capabilities of Drive PX allowed its vehicles to learn certain self-driving capabilities in four hours instead of the two years that it took on competing systems.

According to Automotive News Europe Nvidia is working closely with Audi as its primary brand for Drive PX but then it will move to Volkswagen, Seat, Skoda, Lamborghini, and Bentley.
Tesla also appears to think that Nvida is a key element for driverless car technology. At the 2015 GPU Technology Conference last year, the company said that Tegra GPU’s will prove “really important for self-driving in the future.” Tesla does not use the Drive PX system yet, but it could go that way.

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While the outfit is still claiming that it is chums with Google, it is now saying that its Android development for tablets is the latest thing it is not interested in.

Intel has been cutting back on its Android upgrades for tablet hardware which suggests it is not interested. Instead it is working on 2-in-1s, which run mostly on Windows.

Intel’s x86 version of Android was mainly for devices with Atom processors, which the chip maker is phasing out. The replacement is Apollo Lake which will run Windows, but it is unclear if it will ever support Android.

The last Android which worked on Intel gear was Android 5.1.1, Lollipop, Intel-based mobile devices mostly run Android 5.0 or older versions.

What might keep Intel in Android might not be its own commitment to Android, but the fact that Google is keen to make its OS work with x86 chips. Google has said that Android 7.0 Nougat, will be compatible with x86 machines which will keep Intel in the game – if it wants to be.

PC World has suggested that Intel could offload development to the independent Android-x86 Project last month delivered the Android-x86 6.0 Release Candidate 1.

Intel is still a lead partner in Google’s Brillo. This is an embedded IoT OS with the dash of Android under the bonnet. Brillo works on Intel’s Edison development board, which can be used to make wearables, robots, smart home devices and other IoT gadgets.

But it is pretty clear that Intel is not interested in some of Google’s VR projects like DayDream which are based on Android.

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In an IDC interview Intel’s data center boss said that Nvidia gained an early lead in the market for accelerated HPC workloads when it positioned its GPUs for that task several years ago. However there is a perception that processors used for machine learning today are GPUs like those from Nvidia and AMD.

Bryant was a bit miffed when she was asked how Intel can compete in this market without a GPU. She said that the general purpose GPU, or GPGPU was just another type of accelerator and not one that’s uniquely suited to machine learning.
It is better to look at Knights Landing which is a coprocessor, but it’s an accelerator for floating point operations, and that’s what a GPGPU too.

She said that since the release of the first Xeon Phi in 2014, Intel now clawed back 33 percent of the market for HPC workloads that use a floating point accelerator.

“So we’ve won share against Nvidia, and we’ll continue to win share,” she said.

She said that Intel’s share of the machine learning business may be much smaller, but the market is still young.

“Less than one percent of all the servers that shipped last year were applied to machine learning, so to hear Nvidia is beating us in a market that barely exists yet makes me a little crazy,” she says.

Intel will continue to evolve Xeon Phi to make it better at machine learning tasks. She said that there are two aspects to machine learning – training the algorithmic models, and applying those models to the real world in front-end applications. Intel’s FPGAs and its Xeon processors mean Intel has both sides of the equation covered.

But Nvidia’s GPUs are harder for programmers to work with which could give Intel an edge as ordinary businesses need to adopt machine learning. Knights Landing is “self-booting,” which means customers don’t need to pair it with a regular Xeon to boot an OS.
However Intel’s newest Xeon Phi has a floating point performance of about 3 teraflops, which is a little slow compared to the five teraflops for Nvidia’s new GP100.

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Our well-placed sources are confident that the PC group will be the hardest hit. This is all because the PC market has stopped growing and Intel has to find its way to new markets to supplement loss of this business.

Latest research data from IDC indicates that in 2016 PC market will decline from 275.8 million units in 2015 to 260.8 million units in 2016 and the current projections for 2017 show the PC market slightly decreasing to 257.9 million units. At its peak PC market was at 364.0 million units, but this was in 2011 when things were rosier, kids were polite to their parents, and rock stars played decent music. These times are clearly behind us and Intel knows it.

The PC group downsize is being supervised by Dr. Venkata “Murthy” Renduchintala who is Intel’s number two. He is the bloke who was paid $25 million dollars to defect from Qualcomm. Murthy has already done a high level clean up at PC client group and is believed to be thinking about dusting the top of the corporate bookshelf next.

Another team which will be pummeled is Rene James’s old software outfit. People from software services and the security division formerly known as McAfee are expected to mostly go the same way as the artist formerly known as Prince.

Murthy’s also wants to get Intel to the right course with IoT market. Marketing for that area is expected to grow from $655.8 billion in 2014 to $1.7 trillion in 2020. Intel wants the piece of that cake, and perhaps a few tea and biscuits to go with it and it will be interesting to look the fight in this promising land market.

There is still no killer app to help the IoT market which defines it. IoT right now is nothing and everything.

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According to beancounters at IBS, the news comes on the heels of an announcement that the three-month average of the global market for semiconductors ending in February fell 6.2 percent compared with the same figure in 2015, down from a 5.8 percent decline in January.

IBS chief executive Handel Jones said:

“Based on talking to customers about buying patterns, we see softness,” said. “Smartphone sales are slowing, and the composition of the market is changing with about half all chips bought by companies in China who want low-end devices In addition, over the past year memory prices have fallen by nearly half both for DRAMs and NAND-based solid-state drives as vendors try to buy market share, said Jones. “It’s more of a price issue because volumes are up.”

Jones expects softness in the PC market will continue through this year. Demand for chips is rising in automotive and for the emerging Internet of Things, but so far both sectors are relatively small, he added.

Data shows that the gap between the market share of these Intel and Samsung firms is narrowing. In 2012, the gap between Intel and Samsung was 5.3 percent. This narrowed to 4.2 percent in 2013, and is now 3.2 percent in 2015. SK Hynix, which now stands as the third largest semiconductor brand in the world, beat Qualcomm with a market share of 4.8 percent.

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MKM analyst Ian Ing pointed out that Nvidia and Tesla have partnered in machine-learning which is the key to autonomous driving. Nvidia’s own automotive segment grew 80 per cent to $320 million in revenue.

It had been known that Tesla is swiping Apple and AMD engineers, but the difficulty is that it also needs staff from its old chum Nvidia. Ing said that Apple and AMD staff are not as steeped in graphics processing units and machine learning as Nvidia’s staff.

“Although there are widely reportedly headlines that Tesla has been hiring chip architects from Apple and AMD, we note that expertise has been focused more on multi-purpose application processors vs. the GPU accelerators necessary for machine learning,” Ing wrote.

This could either pressure Nvidia to work more closely with Tesla, or it too might lose staff to the carmarker. However that might be a small headache for Nvidia which is doing obscenely well, according to Ing. He is suggesting everyone should buy Nvidia shares.

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The slide appeared on the anandtech forums and shows the chip will be branded under the Xeon E5-2600 V4 series and will have at least “20 per cent more cores and last-level cache” than Haswell-EP.  It should be shipping on March 31st.

This CPU is started for an HP workstation, called the HP Z640, which succeeds the Z620.

The Xeon Broadwell-E uses Intel’ s14nm process which means 10-core chips will be available at the price of an 8-core chip from the previous generation.

The slide said that the Broadwell-E will deliver 18 per cent average performance increase over Haswell-EP, as well as support up to 2400MHz DDR4 memory for greater I/O throughput.

This slide follows the news that an 18-core Xeon Broadwell-EP CPU was spotted on eBay, carrying a price tag of $999 US. Dubbed Xeon E5-2600 v4, the chip was listed to feature a base clock speed of 2.2GHz and Turbo frequency of 3GHz, as well as a TDP of 145W, 2.5MB of L3 cache per core, with 45MB LLC cache in total.

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According to Intel the drivers provide beta support for the Vulkan 1.0 API for 6th Generation Intel Core and related processors.

Vulkan 1.0 was introduced last month by industry consortium Khronos Group and is supposed to replace the OpenGL, which was first introduced in 1991 by Silicon Graphics. Vulkan is supposed to exploit powerful GPUs and multicore CPUs, but it is still a long way behind Direct X 12 – at least in its beta condition.

With Intel’s drivers developers will be able to exploit features on Intel GPUs, like the Iris Pro, that are integrated in chips alongside CPUs. Intel’s rival AMD has already released Vulkan drivers for Radeon graphics processors.

Vulkan 1.0 APIs will also work with Linux-based PCs like Steam Machines. Intel has made available open-source Vulkan drivers for Linux PCs running on chips code-named Broadwell and Skylake.

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The advert, which was spotted by the Motley Fool has since been taken down, said the company’s 10-nanometer chip manufacturing technology would begin mass production “approximately two years” from the posting date.

Intel has said that the advert was wrong and confirmed that its “first 10-nanometer product is planned for the second half of 2017.”

It is not expected that Intel will roll out server chips in 2017. At the moment the plan appears to be introducing its second-generation 14-nanometer server chip family in early to mid-2017. But instead Intel will be trying to get its process ramped at high yields experimenting on the PC market so that 10-nanometer server processors will be ready for the first half of 2018.

This follows Intel’s traditional pattern of a having a few parts released as it experiments with the new tech. This is what happened in the first year of Intel’s 14-nanometer availability.

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Guru 3D found a slide which suggest that Chipzilla will not be sticking to its traditional “tick-tock model.” To be fair Intel has been using the 14nm node for two generations so far – Broadwell and Skylake. Kaby Lake processor architecture that is due later this year, will also use 14nm .

The slide tells us pretty much what we expected. The first processor family to be manufactured on a 10nm node will be Cannonlake, expected to launch in the year 2017. The following year, Intel will reportedly launch Icelake processors, again using the same 10nm node. Icelake will be succeeded by Tigerlake in 2019, the third generation of Intel processors using a 10nm silicon fab process. The codename for Tigerlake’s successor is unknown.  When it comes out in 2020 it will use 5nm.

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