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Is This A Mobile First World?

June 3, 2013 by  
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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

May 31, 2013 by  
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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.

nVidia Explains Tegra 4 Delays

May 23, 2013 by  
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nVidia’s CEO Jen-Hsun Huang mentioned a concrete reason of Tegra 4 delays during the company’s latest earnings call.

The chip was announced back in January, but Jensen told the investors that Tegra 4 was delayed because of Nvidia’s decision to pull in Grey aka Tegra 4i in for six months. Pulling Tegra 4i in and having it scheduled for Q4 2013 was, claims Jensen, the reason for the three-month delay in Tegra 4 production. On the other hand, we heard that early versions of Tegra 4 were simply getting too hot and frankly we don’t see why Nvidia would delay its flagship SoC for tactical reasons.

Engaging the LTE market as soon as possible has been the main reason for pulling Tegra 4i, claims Jensen. It looks to us that Tegra 4 will be more than three months delayed but we have been promised to see Tegra 4 based devices in Q2 2013, or by the end of June 2013.

Nvidia claims Tegra 4i has many design wins and it should be a very popular chip. Nvidia expects to have partners announcing their devices based on this new LTE based chip in early 2014. Some of them might showcase some devices as early as January, but we would be surprised if we don’t see Tegra 4i devices at the Mobile World Congress next year, that kicks off on February 24th 2014.

Jensen described Tegra 4i as an incredibly well positioned product, saying that “it brings a level of capabilities and features of performance that that segment has just never seen”. The latter half of 2013 will definitely be interesting for Nvidia’s Tegra division and we are looking forward to see the first designs based on this new chip.

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Did Apple Trick Sharp?

May 10, 2013 by  
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Sharp is really regretting its dependence on Apple as its main customer.

While it made sense at the time to be extremely pleased when Apple sucked up most of its capacity with screens for its iPhone and iPad, now the tide has turned the outfit is reporting a bigger than forecast loss. Sharp is now suffering from low output at its factories and forced to write off excess capacity.

The company had a $5.1 billion net loss for the year which is much worse than it predicted. At the start of the year, Sharp was forced to curtail production of 9.7-inch screens for Apple’s iPad. That has stepped up the urgency for Sharp to find new customers and uses for its leading-technology displays and may make it harder for the company to convince investors and lenders it remains a viable company.

Sharp will officially announce its results for latest business year on May 14. To make matters worse the company is also taking a charge to put aside cash for possible fines from a display price-fixing investigation in Europe, the sources said. Sharp in October received a $4.4 billion bailout from banks including Mizuho Financial Group and Mitsubishi Financial Group in return for mortgaging nearly all its factories and offices in Japan and pledging to cut 10,000 jobs.

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nVidia Wins With Tegra 4

April 30, 2013 by  
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Nvidia’s first Tegra 4 design win is here, apparently, and it doesn’t appear very impressive at all. Tegra 4 is late to the party, so it is a bit short on design wins, to put it mildly.

Now a new ZTE smartphone has been spotted by Chinese bloggers and it seems to be based on Nvidia’s first A15 chip. The ZTE 988 is a phablet, with a 5.7-inch 720p screen. It has 2GB of RAM, a 13-megapixel camera and a 6.9mm thin body. It weighs just 110g, which is pretty surprising. The spec is rather underwhelming, especially in the display department.

However, a grain of salt is advised. It is still unclear whether the phone features a Tegra 4 or a Qualcomm chipset. Also, it is rather baffling to see a 720p screen on a Tegra 4 phablet, it just seems like overkill.

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6 of 10 Companies Approve BYOD

April 18, 2013 by  
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More than six out of 10 companies allow or mandate the use of employee-owned mobile devices for work in order to increase productivity, according to a survey published on Tuesday.

While the BYOD (bring your own device) push has been at the forefront of press coverage, the majority of companies still provide at least a subset of devices to employees. One third of companies strictly mandate which devices can be used for work purposes and don’t allow any type of device provided by the employee, according to the survey conducted by the Computing Technology Industry Association (CompTIA), a nonprofit trade group.

The online survey of 502 U.S. IT and business executives was conducted in February. It also found that the most popular option, at 58%, was to have a mix of corporate-owned and employee-owned devices.

For 53% of those surveyed, the top reason for allowing employees to use or select their own devices was to increase productivity while employees are away from the office. Another reason was that employees like to use familiar devices.

Twelve percent of the respondents stated it was simply too difficult to stop employees from using their own devices.

CompTIA’s report said that companies looking to maximize the benefits of a mobile device-enabled workforce must “look beyond simply which devices are used and re-examine business processes and workforce needs.”

Companies should assess the specific needs of workers, rather than just deploying one device over another on a corporate-wide basis, said Seth Robinson, director, technology analysis, at CompTIA.

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Are CUDA Applications Limited?

March 29, 2013 by  
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Acceleware said at Nvidia’s GPU Technology Conference (GTC) today that most algorithms that run on GPGPUs are bound by GPU memory size.

Acceleware is partly funded by Nvidia to provide developer training for CUDA to help sell the language to those that are used to traditional C and C++ programming. The firm said that most CUDA algorithms are now limited by GPU local memory size rather than GPU computational performance.

Both AMD and Nvidia provide general purpose GPU (GPGPU) accelerator parts that provide significantly faster computational processing than traditional CPUs, however they have only between 6GB and 8GB of local memory that constrains the size of the dataset the GPU can process. While developers can push more data from system main memory, the latency cost negates the raw performance benefit of the GPU.

Kelly Goss, training program manager at Acceleware, said that “most algorithms are memory bound rather than GPU bound” and “maximising memory usage is key” to optimising GPGPU performance.

She further said that developers need to understand and take advantage of the memory hierarchy of Nvidia’s Kepler GPU and look at ways of reducing the number of memory accesses for every line of GPU computing.

The point Goss was making is that GPU computing is relatively cheap in terms of clock cycles relative to the time it takes to fetch data from local memory, let alone loading GPU memory from system main memory.

Goss, talking to a room full of developers, proceeded to outline some of the performance characteristics of the memory hierarchy in Nvidia’s Kepler GPU architecture, showing the level of detail that CUDA programmers need to pay attention to if they want to extract the full performance potential from Nvidia’s GPGPU computing architecture.

Given Goss’s observation that algorithms running on Nvidia’s GPGPUs are often constrained by local memory size rather than by the GPU itself, the firm might want to look at simplifying the tiers of memory involved and increasing the amount of GPU local memory so that CUDA software developers can process larger datasets.

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Will Tegra 4 Help nVidia’s Financials?

March 28, 2013 by  
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Trefis analysts believe Nvidia’s Tegra business is likely to grow over the next few years, although Nvidia won’t become a mobile chip company anytime soon.

In a note published a couple of days ago, Trefis concluded that Nvidia has managed to offset the impact of the PC slump thanks to mobile revenue. The PC market took a massive hit in 2012, and although things are looking up, Tegra could still come in handy.

Nvidia currently earns about 18 percent of its revenue from Tegra processors, which is not bad for a product that was on the drawing board just a few years ago.

“We estimate Tegra sales to grow at a CAGR of 17% until 2016. While we believe that Nvidia will manage to expand its footprint in mobile computing, we think that the increasing competition will keep its growth rate lower than the industry average,” said Trefis.

However, Trefis went on to conclude that Nvidia had more lack with tablets than smartphones. Last year it scored several big tablet design wins, but relatively few phone wins. The Tegra 4i, with integrated LTE, should lend a helping hand, but it won’t be ready for much of 2013. In addition, Nvidia is facing more pressure from Qualcomm and Samsung, while at the same time it was forced to push back the introduction of Tegra 4 due to technical issues.

Trefis believes Tegra’s contribution to Nvidia’s overall revenue could reach over 25 percent by 2019, which means the Tegra business won’t expand much in a mature smartphone market.

Nvidia has Tegra, AMD has consoles, so both outfits have something to fall back on in a slow PC market, at least for the time being.

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HP Looks Beyond Windows

February 12, 2013 by  
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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.

Source…

Will Tegra 4 Launch In Q2?

January 17, 2013 by  
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Tegra 4 was supposed to be production ready in Q4 2012 and the general expectation was that CES 2013 would be marked by the launch of phones and tablets based on the new chipset.

It turns out that the chip needed another re-spin, something that usually creates a delay of roughly a quarter. We don’t know which part of the chip was to blame but our sources claim that Tegra 4 is a complex chip with a lot of components where many things can go wrong.

Nvidia dared to move to 28nm, change the core from A9 to A15 and find a way to make its LTE work. There were a lot of things that could go wrong and obviously some did.

This is why Intel first shrinks the core, for example from 32nm to 22nm, and then in its “tock” cycle goes for a newly designed core. Nvidia doesn’t have that luxury, as making a 28nm version of Tegra 3 would not be enough for the SoC market in 2013.

A few people at Nvidia have been telling us that the chip has been sampled to accounts and Nvidia is planning to have some designs announced at the Mobile World Congress. We managed to confirm this schedule with some Nvidia partners.

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