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MediaTek Cuts Xiaomi
The dark satanic rumour mill manufactured a hell on earth rumour that MediaTek has stopped supplying chips to Xiaomi.
MediaTek is apparently cross that Xiaomi has been investing in SoC supplier Leadcore Technology. Xiaomi has reportedly reached a deal with Leadcore allowing the phone maker to get access to the chip designer’s technology patents. DigiTimes however suggests that MediaTek has been trying to expand its presence in the mid-range and high-end market segments, but finds Xiaomi’s pricing strategy is disrupting its plans.
MediaTek’s MT6589T, a quad-core 1.5GHz chip, was originally designed to target mid-range and high-end mobile devices. The solution was introduced in Xiaomi’s Redmi smartphone in August 2013. However, prices for the Redmi series have been cut to as low as $114.
Xiaomi is ranked as the third largest smartphone vendor worldwide in the third quarter of 2014. Xiaomi’s shipments for the quarter registered a 211.3 per cent on-year jump boosting its market share to 5.3 per cent from 2.1 per cent during the same period of 2013.
Will The Chip Industry Take Fall?
Microchip Technology has managed to scare Wall Street by warning of an industry downturn. This follows rumours that a number of US semiconductor makers with global operations are reducing demand for chips in regions ranging from Asia to Europe.
Microchip Chief Executive Steve Sanghi warned that the correction will spread more broadly across the industry in the near future. Microchip expects to report sales of $546.2 million for its fiscal second quarter ending in September. The company had earlier forecast revenue in a range of $560 million to $575.9 million. Semiconductor companies’ shares are volatile at the best of times and news like this is the sort of thing that investors do not want to hear.
Trading in Intel, whiich is due to report third quarter results tomorrow, was 2.6 times the usual volume. Micron, which makes dynamic random access memory, or DRAM, was the third-most traded name in the options market. All this seems to suggest that the market is a bit spooked and much will depend on what Chipzilla tells the world tomorrow as to whether it goes into a nosedive.
MediaTek Goes IoT
SoC designer MediaTek has launched a new push to develop technologies used in wearables and Internet-of-Things (IoT) devices.
Dubbed MediaTek Labs, the new organisation will offer tools for developers such as software and hardware development kits (SDKs and HDKs), but it will also offer other forms of support, i.e. tech support and marketing.
MediaTek LinkIt dev platform
The MediaTek LinkIt platform promises to offer a full-service approach for developers keen to enter the space. It allows developers familiar with MediaTek’s Arduino implementation to quickly migrate to the new platform
For the time being the platform is limited to the MediaTek Aster MT2502A processor. The company says it is the world’s smallest commercially available SoC. The chip can work with MediaTek’s WiFi and GPS companion chipsets.
The company is calling on developers to join the MediaTek Labs initiative and in case you are interested you can check out the details on the new MediaTek Labs website.
MediaTek Aster spec
Now for some juicy hardware. The Aster MT2502A is an ARM7 EJ-S part clocked at 260MHz. The dev board features 4MB of RAM and 16MB of flash. GPS and WiFi capability can be added using the MT3332 and MT5931 chips. The platform supports microSD, Bluetooth (including BLE), along with GSM and GPRS communications.
The Aster is clearly not an SoC for feature packed wearables with high resolution screens, but it could be used in more down to earth applications such as fitness trackers.
MediaTek says it will offer three platforms based on two wearable solutions. The One Application Use (OAU) platform is for fitness trackers and simple Bluetooth devices. The Simple Application Platform (SAU) is intended for smart watches, wristbands and more elaborate fitness trackers.
SAU is the focus segment for the Aster chipset and it should offer 5 to 7 days of battery life.
MediaTek Rich Application Platform
The Rich Application Platform (RAU) is for Android Wear and it will offer a lot more functionality out of the box, including camera support, 3D graphics, as well as Bluetooth, WiFi and GPS in the same package.
This platform sounds a bit more interesting, but details are sketchy. For some reason many media outlets erroneously described the first Aster chip as MediaTek’s only smartwatch chip, but it is clearly not intended for the Rich Application Platform.
We have yet to see what sort of silicon MediaTek can conjure up for high-end wearables, but this is what it has in mind. The platform is designed for high-end smartwatches and glasses. It will feature multicore processors clocked at 1GHz or more. The platform also includes Bluetooth, GSM/GPRS, GPS, WiFi, sensors and a proper TFT screen. Battery life is described as short, two to three days, which sounds a bit better than what the current generation of smartwatches can deliver.
nVidia Finally Goes 20nm
For much of the year we were under the impression that the second generation Maxwell will end up as a 20nm chip.
First-generation Maxwell ended up being branded as Geforce GTX 750 and GTX 750 TI and the second generation Maxwell launched a few days ago as the GTX 980 and Geforce GTX 970, with both cards based on the 28nm GM204 GPU.
This is actually quite good news as it turns out that Nvidia managed to optimize power and performance of the chip and make it one of the most efficient chips manufactured in 28nm.
Nvidia 20nm chips coming in 2015
Still, people keep asking about the transition to 20nm and it turns out that the first 20nm chip from Nvidia in 20nm will be a mobile SoC.
The first Nvidia 20nm chip will be a mobile part, most likely Erista a successor of Parker (Tegra K1).
Our sources didn’t mention the exact codename, but it turns out that Nvidia wants to launch a mobile chip first and then it plans to expand into 20nm with graphics.
Unfortunately we don’t have any specifics to report.
AMD 20nm SoC in 2015
AMD is doing the same thing as its first 20nm chip, codenamed Nolan, is an entry level APU targeting tablet and detachable markets.
There is a strong possibility that Apple and Qualcomm simply bought a lot of 20nm capacity for their mobile modem chips and what was left was simply too expensive to make economic sense for big GPUs.
20nm will drive the voltage down while it will allow higher clocks, more transistors per square millimeter and it will overall enable better chips.
Just remember Nvidia world’s first quad-core Tegra 3 in 40nm was rather hot and making a quad core in 28nm enabled higher performance and significantly better battery life. The same was true of other mobile chips of the era.
We expect similar leap from going down to 20nm in 2015 and Erista might be the first chip to make it to 20nm. A Maxwell derived architecture 20nm will deliver even more efficiency. Needless to say AMD plans to launch 20nm GPUs next year as well.
It looks like Nvidia’s 16nm FinFET Parker processor, based on the Denver CPU architecture and Maxwell graphics won’t appear before 2016.
AMD’s Carrizo Goes Mobile Only
AMD’s upcoming Carrizo APU might not make it to the desktop market at all.
According to Italian tech site bitsandchips.it, citing industry sources, AMD plans to limit Carrizo to mobile parts. Furthermore the source claims Carrizo will not support DDR4 memory. We cannot confirm or deny the report at this time.
If the rumours turn out to be true, AMD will not have a new desktop platform next year. Bear in mind that Intel is doing the exact same thing by bringing 14nm silicon to mobile rather than desktop. AMD’s roadmap previously pointed to a desktop Carrizo launch in 2015.
AMD’s FM2+ socket and Kaveri derivatives would have to hold the line until 2016. The same goes for the AM3+ platform, which should also last until 2016.
Not much is known about Carrizo at the moment, hence we are not in a position to say much about the latest rumours. AMD’s first 20nm APU will be Nolan, but Carrizo will be the first 20nm big core. AMD confirmed a number of delays in a roadmap leaked last August.
The company recently confirmed its first 20nm products are coming next year. In all likelihood AMD will be selling 32nm, 28nm and 20nm parts next year.
nVidia Releases CUDA
Nvidia has released CUDA – its code that lets developers run their code on GPUs – to server vendors in order to get 64-bit ARM cores into the high performance computing (HPC) market.
The firm said today that ARM64 server processors, which are designed for microservers and web servers because of their energy efficiency, can now process HPC workloads when paired with GPU accelerators using the Nvidia CUDA 6.5 parallel programming framework, which supports 64-bit ARM processors.
“Nvidia’s GPUs provide ARM64 server vendors with the muscle to tackle HPC workloads, enabling them to build high-performance systems that maximise the ARM architecture’s power efficiency and system configurability,” the firm said.
The first GPU-accelerated ARM64 software development servers will be available in July from Cirrascale and E4 Computer Engineering, with production systems expected to ship later this year. The Eurotech Group also plans to ship production systems later this year.
Cirrascale’s system will be the RM1905D, a high density two-in-one 1U server with two Tesla K20 GPU accelerators, which the firm claims provides high performance and low total cost of ownership for private cloud, public cloud, HPC and enterprise applications.
E4′s EK003 is a production-ready, low-power 3U dual-motherboard server appliance with two Tesla K20 GPU accelerators designed for seismic, signal and image processing, video analytics, track analysis, web applications and Mapreduce processing.
Eurotech’s system is an “ultra-high density”, energy efficient and modular Aurora HPC server configuration, based on proprietary Brick Technology and featuring direct hot liquid cooling.
Featuring Applied Micro X-Gene ARM64 CPUs and Nvidia Tesla K20 GPU accelerators, the new ARM64 servers will provide customers with an expanded range of efficient, high-performance computing options to drive compute-intensive HPC and enterprise data centre workloads, Nvidia said.
Nvidia added, “Users will immediately be able to take advantage of hundreds of existing CUDA-accelerated scientific and engineering HPC applications by simply recompiling them to ARM64 systems.”
ARM said that it is working with Nvidia to “explore how we can unite GPU acceleration with novel technologies” and drive “new levels of scientific discovery and innovation”.
GPUs Down In Q1
June 5, 2014 by admin
Filed under Around The Net
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According to Jon Peddie Research (JPR), shipments of discrete graphics cards were down in the first quarter of the year. This is in line with seasonal trends, as the market cools down after the holiday season.
The sequential drop was 6.7 percent, which was still better than the overall desktop PC market, which slumped 9 percent. However, on a year-to-year basis add-in-board (AIB) shipments were down 0.8 percent. PC sales were down 1.1 percent.
Nvidia still controls two thirds of the market
Total AIB shipments in Q1 were just 14 million units. AMD and Nvidia both saw their shipments decrease 6.6 percent, so their market share did not change much.
Nvidia controls an estimated 65 percent of the market, up from 64.2 percent last year. AMD’s market share in Q1 was 35 percent, down from 35.6 percent a year ago.
The overall volume remains weak and in the long run things could get even worse, as on-die integrated graphics have already taken a big toll on sales of entry level discrete cards. As integrated GPUs become even faster, they are likely to cannibalize the low end market even further.
JPR points out that the AIB market peaked in 1999, with 114 million units shipped. Last year saw only 65 million units and the stagnant trend is likely to continue this year.
It’s not all bad news for AIBs
Although the slump in discrete GPU shipments is hurting AMD and NV hardware partners, JPR offers a rather encouraging outlook.
It points out that graphics cards are one of the most powerful, essential and exciting components in the PC market today. PC gaming is hardly dead, in fact it is going through what can only be described as a small renaissance. PCs will offer 4K/UHD gaming years ahead of consoles and the Steam Machine concept is looking good, too.
The compute market is another driver, as JPR points out:
“The technology is entering into major new markets like supercomputers, remote workstations, and simulators almost on a daily basis. It would be little exaggeration to say that the AIB resembles the 800-pound gorilla in the room.”
The AIB market is quite a bit less colourful and eventful than it was back in the day, but at least AIBs still have a lot on their hands and they are trying to tap new markets.
Can MediTek Win With Amazon?
According to the Taiwan Economic Daily, the chipmaker will supply SoCs for upcoming Amazon tablets. Details are sketchy and it is unclear whether MediaTek has landed an order for all Kindle Fire SKUs or just one of them. The paper claims MediaTek will start shipping the chips later this year, but we have no way of confirming or denying the report.
The chip in question appears to be the MT8135. It is a mid-range big.LITTLE part announced last year and it features two Cortex A15 and two Cortex A7 CPU cores. The GPU comes from Imagination and it’s the relatively fresh PowerVR G6200. The GPU is capable of churning out 83.2 GFLOPS at 650MHz, depending on the configuration of course.
It sounds like a decent all-round SoC, with a substantially faster GPU than previous MediaTek offerings in the same segment, which were powered by venerable SGX 54x and Mali 400/450 GPUs.
Information is limited and we can’t say for sure whether or not MediaTek actually landed the deal, or whether the deal includes more than a single Kindle Fire SKU. If true, it is a big coup for the Taiwan-based chipmaker, as Amazon ships up to two million Kindle tablets each quarter.
It would also help MediaTek’s ambitious tablet plans. The company hopes to double shipments of tablet-centric SoC products this year.
ARM To Focus On 64-bit SoC
ARM announced its first 64-bit cores a while ago and SoC makers have already rolled out several 64-bit designs. However, apart from Apple nobody has consumer oriented 64-bit ARM devices on the market just yet. They are slowly starting to show up and ARM says the transition to 64-bit parts is accelerating. However, the first wave of 64-bit ARM parts is not going after the high-end market.
Is 64-bit support on entry-level SoCs just a gimmick?
This trend raises a rather obvious question – are low end ARMv8 parts just a marketing gimmick, or do they really offer a significant performance gain? There is no straight answer at this point. It will depend on Google and chipmakers themselves, as well as phonemakers.
Qualcomm announced its first 64-bit part late last year. The Snapdragon 410 won’t turn many heads. It is going after $150 phones and it is based on Cortex A53 cores. It also has LTE, which makes it rather interesting.
MediaTek is taking a similar approach. Its quad-core MT6732 and octa-core MT6752 parts are Cortex A53 designs, too. Both sport LTE connectivity.
Qualcomm and MediaTek appear to be going after the same market – $100 to $150 phones with LTE and quad-core 64-bit stickers on the box. Marketers should like the idea, as they’re getting a few good buzzwords for entry-level gear.
However, we still don’t know much about their real-world performance. Don’t expect anything spectacular. The Cortex A53 is basically the 64-bit successor to the frugal Cortex A7. The A53 has a bit more cache, 40-bit physical addresses and it ends up a bit faster than the A7, but not by much. ARM says the A7 delivers 1.9DMIPS/MHz per core, while the A53 churns out 2.3DMIPS/MHz. That puts it in the ballpark of the good old Cortex A9. The first consumer oriented quad-core Cortex A9 part was Nvidia’s Tegra 3, so in theory a Cortex A53 quad-core could be as fast as a Tegra 3 clock-for-clock, but at 28nm we should see somewhat higher clocks, along with better graphics.
That’s not bad for $100 to $150 devices. LTE support is just the icing on the cake. Keep in mind that the Cortex A7 is ARM’s most efficient 32-bit core, hence we expect nothing less from the Cortex A53.
The Cortex A57 conundrum
Speaking to CNET’s Brooke Crothers, ARM executive vice president of corporate strategy Tom Lantzsch said the company was surprised by strong demand for 64-bit designs.
“Certainly, we’ve had big uptick in demand for mobile 64-bit products. We’ve seen this with our [Cortex] A53, a high-performance 64-bit mobile processor,” Lantzch told CNET.
He said ARM has been surprised by the pace of 64-bit adoption, with mobile parts coming from Qualcomm, MediaTek and Marvell. He said he hopes to see 64-bit phones by Christmas, although we suspect the first entry-level products will appear much sooner.
Lantzsch points out that even 32-bit code will run more efficiently on 64-bit ARMv8 parts. As software support improves, the performance gains will become more evident.
But where does this leave the Cortex A57? It is supposed to replace the Cortex A15, which had a few teething problems. Like the A15 it is a relatively big core. The A15 was simply too big and impractical on the 32nm node. On 28nm it’s better, but not perfect. It is still a huge core and its market success has been limited.
As a result, it’s highly unlikely that we will see any 28nm Cortex A57 parts. Qualcomm’s upcoming Snapdragon 810 is the first consumer oriented A57 SoC. It is a 20nm design and it is coming later this year, just in time for Christmas as ARM puts it. However, although the Snapdragon 810 will be ready by the end of the year, the first phones based on the new chip are expected to ship in early 2015.
While we will be able to buy 64-bit Android (and possibly Windows Phone) devices before Christmas, most if not all of them will be based on the A53. That’s not necessarily a bad thing. Consumers won’t have to spend $500 to get a 64-bit ARM device, so the user base could start growing long before high-end parts start shipping, thus forcing developers and Google to speed up 64-bit development.
If rumors are to be believed, Google is doing just that and it is not shying away from small 64-bit cores. The search giant is reportedly developing a $100 Nexus phone for emerging markets. It is said to be based on MediaTek’s MT6732 clocked at 1.5GHz. Sounds interesting, provided the rumour turns out to be true.
Can AMD Grow
AMD posted some rather encouraging Q1 numbers last night, but slow PC sales are still hurting the company, along with the rest of the sector.
When asked about the PC market slump, AMD CEO Rory Read confirmed that the PC market was down sequentially 7 percent. This was a bit better than the company predicted, as the original forecast was that the PC market would decline 7 to 10 percent.
Rory pointed out that AMD can grow in the PC market as there is a lot of ground that can be taken from the competition. The commercial market did better than expected and Rory claims that AMD’s diversification strategy is taking off. AMD is trying to win market share in desktop and commercial segments, hence AMD sees an opportunity to grown PC revenue in the coming quarters. Rory also expects that tablets will continue to cannibalize the PC market. This is not going to change soon.
Kaveri and Kabini will definitely help this effort as both are solid parts priced quite aggressively. Kabini is also available in AMD’s new AM1 platform and we believe it is an interesting concept with plenty of mass market potential. Desktop and Notebook ASPs are flat which is something that the financial community really appreciated. It would not be so unusual that average selling prices were down since the global PC market was down.
Kaveri did well in the desktop high-end market in Q1 2014 and there will be some interesting announcements in the mobile market in Q2 2014 and beyond.