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Tech CEOs Ready For Tablet Wars
The biggest names in consumer technology, smacked by a string of disappointing quarterly results this month, are gearing up for what appears to be the fiercest holiday battle in years.
Investors and consumers have already largely written off flaccid quarterly numbers from tech behemoths like Microsoft, Apple, Google and Amazon. What counts is the next 60 days, when the biggest names in technology do battle at a near-unprecedented scale and pace.
Just last Thursday, Amazon compared its Kindle Fire with Apple’s new iPad mini, point by point, in its earnings release, an unusual forum to name rivals. Apple CEO Tim Cook compared Microsoft’s Surface tablet to an over-engineered car that can fly and float. And Microsoft went for the iPad, saying its Surface boasted twice its storage.
All three tablets will vie for the shrinking consumer dollar these holidays. By tech standards, it’s getting ugly.
“The tablet space is where the growth is. That’s why they are all fighting over it. PC shipments are down and some tablet buyers may never buy another PC,” said Michael Allenson, strategic consulting director in the Technology and Telecom Research Group at Maritz Research.
AMD Goes Piledriver
AMD has released its Piledriver desktop
processors codenamed Vishera.
AMD showed off Vishera at IDF last month, an overclocked chip running at 5GHz. Now the company has taken the wraps off its eight-core Vishera chip, a processor that it hopes will finally bury memories of its disappointing Bulldozer Zambezi chip.
AMD’s Vishera processors will continue to use Socket AM3+, meaning it is a drop-in upgrade for those customers lumbered with Zambezi processors.
The firm announcing four models all branded with the FX moniker. The low-end Vishera chip is the quad-core FX-4300 clocked at 3.8GHz boosted up to 4.0GHz, with 4MB of Level 3 cache.
The firm has kept feature parity throughout its Vishera FX range aside from core count and total Level 3 cache. Therefore AMD’s six-core FX-6300 still sports the same 1MB of Level 2 cache per core but has a total Level 3 cache of 8MB and is clocked at 3.5GHz that can be boosted up to 4.1GHz.
AMD’s top two Vishera parts, the FX-8320 and FX-8350 sport eight cores and have 8MB of Level 3 cache. The difference between the two chips is their clock frequencies, with the FX-8320 running at 3.5GHz and boosted to 4.0GHz while the FX-8350 is clocked at 4.0GHz and is boosted to 4.2GHz.
The firm’s decision to clock its FX-8320 and FX-8350 so closely is largely academic, as all Vishera chips feature an unlocked multiplier. AMD even plays up the overclockability of Vishera and touts 5GHz as being reachable with water cooling. Insiders have even said it can reach 5GHz with strong air cooling.
As for AMD’s Piledriver architecture, the firm claims it offers improved branch prediction and improvements to Level 2 cache efficiency and scheduling. Overall the company is sticking to its longstanding line that Vishera is a 15 percent performance increase over Bulldozer, and while that might well be true, Bulldozer was so far behind its competition in single-threaded performance that a 15 percent gain is needed simply to achieve parity, let alone a lead.
AMD Adds On For GPU
AMD is offering a new games bundle with HD 7000 series cards and oddly enough, the games on offer are pretty good.
Anyone who goes for an HD 7900 series card is looking at Farcry 3, Hitman: Absolution and Sleeping Dogs. Buyers of two HD 7800 cards or a dual-headed HD7770 GHz edition can expect Farcry and Hitman, while those less fortunate, who end up with a single HD 7800 or HD 7770 series card will get just Farcry.
Still, this is pretty good value for money and the choice of titles is just as good. Bundled games tend to be somewhat older, less popular titles, so AMD’s new Never Settle bundle seems like a welcome breath of fresh air.
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.
Will ST Micro Break-up?
ST Microelectronics reportedly is considering breaking itself up in order to offload its system-on-chip (SoC) business.
ST Microelectronics has been losing sales as its traditional customers such as Nokia and Research in Motion struggle in the smartphone market, which has tended to favour chip vendors such as Qualcomm, Texas Instruments and Nvidia in recent years. Now Bloomberg is reporting that ST Microelectronics is considering breaking up to allow it to offload its SoC business and concentrate on the profitable analog business.
According to Bloomberg’s report the firm is mulling the division of the company into two distinct parts, the analog business and the digital business that designs chips for use in set-top boxes, televisions and smartphone handsets. ST Microelectronics’ analog business includes chips that end up in cars and white goods, areas where there is expected to be significant growth in the coming years.
ST Microelectronics moved quickly to try to put a lid on the report by denying “the existence of initiatives which can compromise the unity of the company”. Nevertheless, the firm’s stock price rose sharply on the rumour, suggesting that the market would welcome such a move and perhaps giving the firm’s board the incentive it needs to put through such a plan.
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.
Intel’s Core i7 2700K Discontinued
The Core i7 2700K, an unlocked 3.5GHz Sandy Bridge part, will meet its marker even sooner than many expected. Intel has decided that this processor launched in Q4 2011 and currently priced at $342 for boxed version is ready for processor discontinuance notice as soon as Q4 2012.
This means that in this quarter Intel plans to take last orders for the processor and will continue to ship them to customers until the EOL or end of lifecycle for this product that is planned in Q2 2013, or two quarters later.
If Intel ends up with some extra stock, it will surely ship it to customers but these are the official rules.
Core i7 2700K is not alone in PDN and EOL plans. Core i7 2600 and 2500K will also get product discontinuance notice in Q4 2012 and will reach the end of its professional career in Q2 2013 and it’s no coincidence that this happens days before scheduled Haswell launch.
AMD And Oracle Join Forces
AMD is taking part in the OpenJDK project “Sumatra” in collaboration with Oracle.
The project aims to bring heterogeneous computing capabilities to Java for servers and clouds. It will look at how the Java virtual machine, language and APIs, can be spruced up to allow applications to take advantage of GPU acceleration, either in discrete graphics cards or in high-performance graphics processor cores such as those found in AMD APUs.
Manju Hegde, corporate vice president heterogeneous applications and developer solutions at AMD said that the OpenJDK Project represents the next step towards bringing heterogeneous computing to millions of Java developers. AMD has an established track record of collaboration with open-software development communities from OpenCL to the heterogeneous system architecture (HSA) foundation, and with this initiative we will help further the development of graphics acceleration within the Java community, he said.
Are Microsoft and Intel Having Issues?
Comments Off on Are Microsoft and Intel Having Issues?
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.