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Lenovo Soars
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.
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.
Should Investors Dump AMD?
If you have any old AMD shares lying around you might like to sell them as fast as you can, according to the bean counters at Goldman Sachs.
Despite the fact that the company is doing rather well, and its share price is has gone up rapidly over recent months, Goldman Sach analysts claim that the writing is on the wall for AMD. It thinks that AMD shares will be worth just $2.50 soon. The stock’s 50-day moving average is currently $2.98.
The company said that while AMD could clean up in the gaming market even if you take those figures into account the stock is trading at 22 times its 2014 CY EPS estimate. In other words the company’s core PC business is still shagged and still will generate 45 per cent of the company’s 2013 revenue.
“We therefore believe this recent move in the stock is just the latest in a long history of unsustainable rallies, and we are downgrading the stock to Sell. We believe the current multiple is unjustified for any company with such significant exposure to the secularly declining PC market,” the firm’s analyst wrote.
Analysts at Sanford C. Bernstein think that the share price will settle on $2.00 and FBR Capital Markets thinks $3.00. In other words if you want to know what is really happening at AMD you might as well ask the cat, than any Wall Street expert.
nVidia Explains Tegra 4 Delays
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.
Yahoo On A Buying Spree
Yahoo has purchased a mobile gaming company, Loki Studios, taking its total acquisitions this month to four.
The company said over the weekend it welcomed Loki, Astrid, GoPollGo and MileWise to its growing mobile team. “We recently added 22 entrepreneurs to our growing mobile team,” the company said in a Twitter message in a possible reference to some of the people from the four companies who have moved to Yahoo.
Loki’s flagship application is its location-aware game, Geomon. “We are thrilled to be joining the exceptional folks at Yahoo!. We believe fully in their commitment to creating outstanding mobile products,” the Loki team said on their website.
Earlier in the week, Yahoo also acquired GoPollGo, a social polling tool. The company’s founder and team said they were moving to Yahoo, and would no longer be supporting their offerings.
It is not clear whether Yahoo has bought all these companies for their products and technology or just to get their experienced staff in the area of mobile as it tries to build up its own mobile capabilities. The way the services are being shut down suggests that their user base did not particularly interest Yahoo. The company could not be immediately reached for comment.
Haswell Core i7 Overclocked To 5GHz
As we draw closer to the launch of Intel’s 4th generation Core CPUs, or Haswell, it is no wonder that we are starting to see more leaks and one showing Intel’s Core i7 4770K overclocked to 5GHz at 0.9V certainly drew a lot of attention.
An impressive overclocking achievement was spotted by Ocaholic.ch and shows a CPU-Z validation of Core i7 4770K overclocked to exactly 5005.83MHz at just 0.904V. As far as we can tell, Hyper-threading was disabled and it is not clear if the CPU is actually stable enough to run anything, but in any case, it is still an impressive result, especially at such low voltage.
The rest of the specs include 4GB of DDR3 memory and ASRock’s upcoming Z87 Extreme4 motherboard.
WD And Sandisk Join Forces
Western Digital and Sandisk have teamed up to create Western Digital’s first hybrid storage device that uses Sandisk’s iSSD and Western Digital’s Caviar Black hard drive.
Western Digital, which has dabbled in solid state disks (SSDs) for the enterprise market, has stayed away from hybrid drives that use relatively small SSDs to act as cache for hard drives. Now the firm has teamed with Sandisk to create its WD Black Solid State Hybrid drives with 500GB capacity.
Western Digital is pitching its hybrid drives at laptop makers, offering units with 5mm, 7mm and 9.5mm heights. The firm said Sandisk’s iSSD uses 19nm NAND flash and claimed it is the world’s “smallest and most advanced semiconductor manufacturing process”, a claim that Intel might question.
Kevin Conley, SVP and GM of client storage solutions at Sandisk said, “By combining SanDisk’s unparalleled flash memory expertise and technology with the hard drive know-how of Western Digital, WD Black SSHDs [solid state hard drives] offer outstanding hard drive-like capacity, and the slim form factor and the level of performance that you will only get with flash memory solutions.”
Seagate was first to introduce hybrid drives with its Momentus XT range, which offers an impressive performance boost over mechanical hard drives for certain workloads. The problem for Western Digital and Seagate is that hybrid drives are merely a stop-gap rather than a long term strategy, with SSD prices falling rapidly due to competition in the SSD industry as opposed to the hard drive industry, where Seagate, Western Digital and Toshiba have a comfortable ride.
Will Oracle Retire MySQL?
The founder of MySQL Michael Widenius “Monty” claims that Oracle is killing off his MySQL database and he is recommending that people move to his new project MariaDB. In an interview with Muktware Widenius said his MariaDB, which is also open source, its on track to replacing MySQL at WikiMedia and other major organizations and companies.
He said MySQL was widely popular long before MySQL was bought by Sun because it was free and had good support. There was a rule that anyone should get MySQL up and running in 15 minutes. Widenius was concerned about MySQL’s sale to Oracle and has been watching as the popularity of MySQL has been declining. He said that Oracle was making a number of mistakes. Firstly new ‘enterprise’ extensions in MySQL were closed source, the bugs database is not public, and the MySQL public repositories are not anymore actively updated.
Widenius said that security problems were not communicated nor addressed quickly and instead of fixing bugs, Oracle is removing features. It is not all bad. Some of the new code is surprisingly good by Oracle, but unfortunately the quality varies and a notable part needs to be rewritten before we can include it in things like MariaDB. Widenius said that it’s impossible for the community to work with the MySQL developers at Oracle as it doesn’t accept patches, does not have a public roadmap and there was no way to discuss with MySQL developers how to implement things or how the current code works.
Basically Oracle has made the project less open and the beast has tanked, while at the same time more open versions of the code, such as MariaDB are rising in popularity.
SOA’s New API Goes To The Cloud
SOA Software has launched an application programming interface (API) gateway today that allows businesses to expose their API’s with a built-in cloud based developer community, helping to grow their services and make it quicker for them to get up and running.
The firm’s CTO Alistair Farquharson said the API Gateway is unique due to it being a new concept in API and SOA management, aiming to “deliver new advantages in the application-level security space”.
“The new API Gateway provides monitory, security, and more uniquely, a developer community as well, so kind of a turnkey approach to an API gateway where a customer can buy that product, get it up and running, expose their API and expose the developer community to the outside world,” Farquharson said.
“[It will] support and manage the porting of mobile applications or web apps or B2B partnerships.”
Farquharson explained that there are three main components within the Gateway, which SOA Software has termed a “unified services gateway”, including a runtime component, a policy manager, and a developer community.
The runtime component handles the message traffic, whereas the policy manager component is capable of managing a range of different policies, such as threat protection, authentication, authorisation, anti-virus, monitorin, auditing, logging, for example.
“The whole objective here is to get a customer up and running with API’s as quickly as possible to meet some kind of a business need that they have, whether that’s mobile an application initiative or a web application, integration or syndication,” Farquharson added.
The third component is the API’s cloud-based “developer community”, which exposes an organisation to the outside world so developers can come take a look at its API, read its documentation, and see what APIs it has to figure out how to interact with them.
It’s this component that sets SOA Software’s Gateway apart form other firms doing similar appliances on the market, claims Farquharson.
“It essentially becomes the developer site for your organisation, with it all running on a single appliance which is rather unique,” he added.
“The interesting thing about the gateway is that it does API’s as well as services [that are] needed for mobile devices so you have old and the new encapsulated in the single appliance, which is very important to our customers.”
The developer community is offered through the API as a service, “like the Salesforce of APIs”, Farquharson said.
“Developers can go there and build their community and it provides them with high level service and availability and saglobla infrastructure and leverage the strength of their community to get themselves going.”
Will Intel Buy AMD?
A few years ago it would have been impossible for Intel to acquire AMD, simply due to regulatory constraints put in place by the FTC and the European Union. Intel had more than a 60 percent of the PC and notebook market, so picking up AMD, a company that has some 20 percent of the market, would make Intel a real monopoly.
In the last two years the iPad, smartphones and ARM based tablets have changed the landscape, eating up Intel’s revenue and market share. It is true that most people, especially professionals and the business crowd, use x86 processors, but this is rapidly changing as home users are happy with emailing, browsing and playing some games on their iPad or other tablets. This puts Intel in a world trouble, as the PC market nosedived by 14 percent last quarter, due to a lack of interest for new devices and upgrade.
Tablets are becoming couch browsing devices, people use their smartphones to read news on the go and sometimes at home. More and more users don’t even touch their notebooks or desktops at home. With ARM staying the dominant instruction set in the phone and tablet space, Intel is facing a serious issue as Apple, Samsung, Qualcomm and Nvidia are all making money on ARM chips.
With this in mind, this would be the main reason for Intel to pick up AMD. AMD would not cost them that much, as Intel still has billions in bank, but with AMD, Intel would gain great graphics, something that the company has been struggling to crack for many years. It would make Intel slightly more competitive, but it would not solve all of its problems.
ARM manufacturers also face challenges, they need to produce more powerful chips and deliver a better user experience in order to win more notebooks and detachable devices, but this is going well with non-Apple based tablets. Apple uses ARM, so in the tablet world ARM is winning this fight, but Qualcomm and Nvidia as two independent chip manufactures could do a much better job at getting popular design wins. The Snapdragon S800 and Tegra 4 will get these two companies a step closer, while Apple will continue making good chips for iPads and iPhones. Let’s not forget about Samsung, as it makes many chips for its phones and tablets.
AMD gained 14 percent on May 1st, and an additional 5.9 percent yesterday, getting its stocks up to $3.41. Back on April 30th, AMD stock was trading at $2.68. In last three days of trading AMD gained 27.24 percent or $0.73 per share, which is a huge leap for a company with a 52-week low of just $1.81.
AMD Touts Its Memory Architecture
May 9, 2013 by admin
Filed under Around The Net
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AMD has said the memory architecture in its heterogeneous system architecture (HSA) will move management of CPU and GPU memory coherency from the developer’s hands down to the hardware.
While AMD has been churning out accelerated processing units (APUs) for the best part of two years now, the firm’s HSA is the technology that will really enable developers to make use of the GPU. The firm revealed some details of the memory architecture that will form one of the key parts of HSA and said that data coherency will be handled by the hardware rather than software developers.
AMD’s HSA chips, the first of which will be Kaveri, will allow both the CPU and GPU to access system memory directly. The firm said that this will eliminate the need to copy data to the GPU, an operation that adds significant latency and can wipe out any gains in performance from GPU parallel processing.
According to AMD, the memory architecture that it calls HUMA – heterogeneous unified memory access, a play on unified memory access – will handle concurrency between the CPU and GPU at the silicon level. AMD corporate fellow Phil Rogers said that developers should not have to worry about whether the CPU or GPU is accessing a particular memory address, and similarly he claimed that operating system vendors prefer that memory concurrency be handled at the silicon level.
Rogers also talked up the ability of the GPU to take page faults and that HUMA will allow GPUs to use memory pointers, in the same way that CPUs dereference pointers to access memory. He said that the CPU will be able to pass a memory pointer to the GPU, in the same way that a programmer may pass a pointer between threads running on a CPU.
AMD has said that its first HSA-compliant chip codenamed Kaveri will tip up later this year. While AMD’s decision to give GPUs access to DDR3 memory will mean lower bandwidth than GPGPU accelerators that make use of GDDR5 memory, the ability to address hundreds of gigabytes of RAM will interest a great many developers. AMD hopes that they will pick up the Kaveri chip to see just what is possible.