GPUs Down In Q1

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.

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Is A Shield Tablet Forthcoming?

We got some fresh information about Nvidia’s Tegra plans. The company is working on a new tablet based on the Tegra K1 processor. This is nothing new and could be easily predicted, but this time we have confirmation that the project is known as Shield tablet.

Alongside the Tegra K1, or TK1 as Nvidia refers to this chip internally, you can bet that there is 5GHz WiFi support in the latest tablet. Last time we heard talk of a Tegra Note 7 successor we were told that there would be an 8-inch version, but we cannot confirm whether or not the Shield tablet is an 8-incher.

Nvidia Mocha tablet getting Shield branding?

We already wrote about the Mocha 8-inch tablet powered by a 2.1GHz TK1 chip, 2GB of memory, 7.9-inch 2048×1536 resolution screen and 16GB of storage. We can only hope that this will be the specification of Shield tablet. In case you didn’t notice, the 7.9-inch 2048×1536 resolution is what you get from Apple in the iPad mini and it is no coincidence that Nvidia chose this form factor and this resolution. If it works for Apple it should work for Nvidia, too.

Since Nvidia managed to excite quite a few fans with the Shield gaming console, it was just a matter of time before it offered a Shield tablet. We know that Tegra Note 7 was lacking 5GHz WiFi, something that Nvidia requires for Gamestream technology and with the new Shield tablet this problem has been addressed.

A Shield tablet with Gamestream support will give Nvidia what it needs – clear differentiation from hundreds of Android tablets available today. This was not the case with the Tegra Note 7, although it ships with a neat stylus which is not common on affordable Android tablets.

Second screen for gamers

With a Shield tablet Nvidia can target a niche audience that would like the ability to play some PC games via Gamestream on their beloved tablet. People complained about the resolution of the Tegra Note 7 and with the larger version Nvidia will definitely increase the resolution to 1080p or more. However, a 1920×1080 or 2048×1535 tablet won’t cost $199, it will be a bit pricier than the Tegra Note 7. It will be based on a more elaborate SoC, it needs more RAM, more storage and of course a pricier screen.

The LG G Pad 8.3 Google Play Edition tablet is currently selling for $349 which can give you an idea of the price. Nvidia’s 8-inch gaming specced tablet will probably cost between $299 and $349. Apple charges $399 for the iPad Mini with Retina. We can only speculate, but this is just something that makes sense to us considering to approximate BOM and Nvidia’s traditional margin in this space.

We expect to see the new Shield tablet in the next few months, probably around Google I/O if not at Google I/O which takes place in the last week of June.

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HP’s Z-station Goes Nvidia

HP has added its Z Workstation family with a solution that delivers access via a virtual desktop route to workstation applications hosted in the data center.

Set to be available from next month, the HP DL380z Virtual Workstation enables organisations to provide remote access to workstation-class applications, even those calling for heavy-duty graphics, which allows them to keep data stored securely in the data centre wherever employees might be based.

As its name suggests, the HP DL380z is based on the same hardware as HP’s ProLiant DL380p server, a 2U rack-mount two-socket system based on Intel’s Xeon E5-2600 processors, which allows it to slot right into existing data centre infrastructure.

Where the HP DL380z differs is that it can be configured with up to two Nvidia Grid K2 graphics cards supporting the graphics firm’s Grid GPU virtualisation technology. This enables up to eight users to be hosted on each system, each with access to a virtual machine with GPU acceleration capabilities.

Jeff Groudan, worldwide director for HP Thin Client and Virtual Workstations, said, “For employees who work from A to B and everywhere in between, the HP DL380z allows them to access data that is securely stored in the data centre. Furthermore, the powerful HP DL380z is an always-on workhorse that can be used by businesses when not in use for virtual workstation sessions.

Remote access is delivered either by operating Citrix’s XenServer with its HDX 3D Pro technology, which the HP DL380z is certified for, or by utilising HP’s own Remote Graphics Software (RGS). The latest HP RGS release 7 adds the ability to have true workstation productivity from a tablet while bringing intuitive touch controls to non-touch applications, according to HP.

Either way, customers can provide engineers or other professional users with access to workstation-class applications from a variety of devices, including thin clients, laptops or tablets.

Pricing for the HP DL380z has yet to be confirmed.

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Samsung Makes Changes In Mobile

Samsung Electronics Co Ltd, the world’s biggest mobile phone manufacturer, has replaced the head of its mobile design team amid criticism of the latest Galaxy S smartphone.

Chang Dong-hoon offered to resign last week and will be replaced by Lee Min-hyouk, vice president for mobile design, a Samsung spokeswoman said on Thursday.

“The realignment will enable Chang to focus more on his role as head of the Design Strategy Team, the company’s corporate design center which is responsible for long-term design strategy across all of Samsung’s businesses, including Mobile Communications,” Samsung said in a statement.

Lee, 42, became Samsung’s youngest senior executive in 2010 for his role in designing the Galaxy series, a roaring success which unseated Apple Inc’s iPhone as king of the global smartphone market.

Samsung now sells two times more smartphones than Apple, largely thanks to the success of Galaxy range.

But the South Korean firm has also been battling patent litigation the world over, with Apple claiming Samsung copied the look and feel of the U.S. firm’s mobile products.

The Galaxy S5, which debuted globally last month, has received a lukewarm response from consumers due to its lack of eye-popping hardware innovations, while its plastic case design has been panned by some critics for looking cheap and made out of a conveyor belt. The Wall Street Journal said the gold-colored back cover on the S5 looked like a band-aid.

Chang, a former professor who studied at the School of the Art Institute of Chicago, will continue to lead Samsung’s design center which overseas its overall design strategy.

Lee, who acquired the moniker of “Midas” for his golden touch with the Galaxy series, started out designing cars for Samsung’s failed auto joint venture with Renault in the 1990s.

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RedHat Buys InkTank

Red Hat has announced that it bought storage system provider Inktank.

Inktank is the company behind Ceph, the cloud based objects and block storage software package used in a number of Openstack cloud configurations.

Ceph will continue to be marketed alongside Red Hat’s own GlusterFS in a deal worth $175m, which the company does not believe will adversely affect its financial forecasts for the year.

In a statement, Brian Stevens, EVP and CTO of Red Hat said, “We’re thrilled to welcome Inktank to the Red Hat family. They have built an incredibly vibrant community that will continue to be nurtured as we work together to make open the de facto choice for software-defined storage. Inktank has done a brilliant job assembling a strong ecosystem around Ceph and we look forward to expanding on this success together.”

As part of the deal Ceph’s Monitoring and Diagnostics tool Calamari will also become open source, allowing users to add their own modules and functionality.

Inktank founder Sage Weil used his blog to assure users that the two storage systems will be treated with equal respect. “Red Hat intends to administer the Ceph trademark in a manner that protects the ecosystem as a whole and creates a level playing field where everyone is held to the same standards of use.”

Red Hat made the announcement fresh from Red Hat Summit in New York, where the company reaffirmed that it is the Linux distribution of choice at the CERN supercollider in Switzerland.

The Inktank deal is set to close later this month.

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HP & Foxcomm Head To The Cloud

HP and Foxcomm have announced a joint venture to create a line of cloud optimized servers for service providers.

The venture involving a non-equity, strategic commercial alliance will see the pair offering a range of products. Particulars and specifications are yet to be announced but the companies are aiming to target low total cost of ownership (TCO), scale and service.

This announcement is separate to the existing HP Proliant server portfolio, which includes the software defined server codenamed Moonshot.

HP CEO Meg Whitman said, “With the relentless demands for compute capabilities, customers and partners are rapidly moving to a New Style of IT that requires focused, scalable and high-volume system designs. [The partnership] will enable us to deliver a game-changing offering in infrastructure economics.”

News of the alliance will raise eyebrows at Apple, which reportedly returned an eight million unit shipment of iPhones to Foxconn last year, describing them as “dysfunctional” and “non-compliant”.

HP has had its own troubles recently, after settling two lawsuits this month, one to the former shareholders of Palm over its handling of WebOS, and another that revealed that HP executives were guilty of corruption in negotiations for lucrative contracts. Total payouts across the two settlements totaled $165m.

The HP joint venture with Foxconn will take effect from 1 May, when we hope to find out more details about what it will entail.

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Can Qualcomm Move Forward?

Qualcomm has posted its smallest quarterly revenue increase since 2010, which saw its share price plummeting five percent in after hours trading.

Qualcomm reported its second quarter earnings on Wednesday for the three months to 30 March, and its revenue rose to $6.37bn during the period, up four percent from a year ago, with net profit up five percent to $1.97bn.

However, that was the smallest year over year percentage increase since the June quarter of 2010, when revenue declined by two percent, and was far lower than the quarterly growth rates of over 20 percent that Qualcomm investors have seen previously.

“We delivered another solid quarter, driven by demand for our leading multimode 3G/LTE chipset solutions and record licensing revenues,” said Qualcomm CEO Steve Mollenkopf in the earnings report, not mentioning that earnings reflected a much lower increase than seen in recent quarters.

“Looking forward, we are pleased to be raising our earnings per share guidance for the fiscal year. We continue to see increasing demand for our industry-leading chipsets and strong growth in calendar year 2014 of 3G/4G smartphones around the world.”

Qualcomm also forecast sales of between $6.2bn and $6.8bn for the April to June quarter, with the low end of that estimate representing a decline of one percent from a year ago.

It’s probable that while growing smartphone penetration in emerging markets is helping to keep the firm’s unit sales high, it’s also having an negative effect on Qualcomm’s average selling price (ASP) levels of mobile chipsets and devices.

Following Qualcomm’s earnings report, analysts said that the dip in revenue was attributable to a decline in sales in China as the country’s biggest network, China Mobile, prepares to launch a faster network with 4G, or LTE, technology, and customers are anticipating the launch before buying new smartphones.

Qualcomm now expects to make a profit of between $5 and $5.25 per share, five cents above its earlier projection, the firm said.

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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.

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RedHat Goes Atomic

The Red Hat Summit kicked off in San Francisco on Tuesday, and continued today with a raft of announcements.

Red Hat launched a new fork of Red Hat Enterprise Linux (RHEL) with the title “Atomic Host”. The new version is stripped down to enable lightweight deployment of software containers. Although the mainline edition also support software containers, this lightweight version improves portability.

This is part of a wider Red Hat initiative, Project Atomic, which also sees virtualisation platform Docker updated as part of the ongoing partnership between the two organisations.

Red Hat also announced a release candidate (RC) for Red Hat Enterprise Linux 7. The beta version has already been downloaded 10,000 times. The Atomic Host fork is included in the RC.

Topping all that is the news that Red Hat’s latest stable release, RHEL 6.5 has been deployed at the Organisation for European Nuclear Research – better known as CERN.

The European laboratory, which houses the Large Hadron Collider (LHC) and was birthplace of the World Wide Web has rolled out the latest versions of Red Hat Enterprise Linux, Red Hat Enterprise Virtualisation and Red Hat Technical Account Management. Although Red Hat has a long history with CERN, this has been a major rollout for the facility.

The logging server of the LHC is one of the areas covered by the rollout, as are the financial and human resources databases.

The infrastructure comprises a series of dual socket servers, virtualised on Dell Poweredge M610 servers with up to 256GB RAM per server and full redundancy to prevent the loss of mission critical data.

Niko Neufeld, deputy project leader at the Large Hadron Collider, said, “Our LHCb experiment requires a powerful, very reliable and highly available IT environment for controlling and monitoring our 70 million CHF detectors. Red Hat Enterprise Virtualization is at the core of our virtualized infrastructure and complies with our stringent requirements.”

Other news from the conference includes the launch of Openshift Marketplace, allowing customers to try solutions for cloud applications, and the release of Red Hat Jboss Fuse 6.1 and Red Hat Jboss A-MQ 6.1, which are standards based integration and messaging products designed to manage everything from cloud computing to the Internet of Things.

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MediaTek To Offer New LTE SoC

MediaTek has shown off one of its most interesting SoC designs to date at the China Electronic Information Expo. The MT6595 was announced a while ago, but this is apparently the first time MediaTek showcased it in action.

It is a big.LITTLE octa-core with integrated LTE support. It has four Cortex A17 cores backed by four Cortex A7 cores and it can hit 2.2GHz. The GPU of choice is the PowerVR G6200. It supports 2K4K video playback and recording, as well as H.265. It can deal with a 20-megapixel camera, too.

The really interesting bit is the modem. It can handle TD-LTE/FDD-LTE/WCDMA/TD-SCDMA/GSM networks, hence the company claims it is the first octa-core with on board LTE. Qualcomm has already announced an LTE-enabled octa-core, but it won’t be ready anytime soon. The MT6595 will – it is expected to show up in actual devices very soon.

Of course, MediaTek is going after a different market. Qualcomm is building the meanest possible chip with four 64-bit Cortex A57 cores and four A53 cores, while MediaTek is keeping the MT6595 somewhat simpler, with smaller 32-bit cores.

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