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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.
Lenovo Eyes The U.S.
Lenovo hopes that computers made in its first U.S. manufacturing plant will draw more consumers, while also making the delivery of ThinkPad laptops and tablets faster to U.S. customers.
The company, which is based in China, earlier this month announced it would open a factory to make computers in Whitsett, N.C. — its first such facility in the U.S. Lenovo said the factory would create about 115 manufacturing jobs. A spokesman later added that the company may expand the facility in the future, which could create more jobs.
Manufacturing in the U.S. will help Lenovo get its products to customers more quickly, said Peter Hortensius, senior vice president of the product group at Lenovo, in an interview at a company event in New York on Tuesday evening.
The company will manufacture ThinkPad laptops and tablets starting early next year, and with the new factory, Lenovo hopes computers could reach customers within a week, or in some cases, overnight. But initial supplies of products like the ThinkPad Tablet 2, which will become available in October, will not be made in the U.S. factory.
Many Lenovo computer shipments originate from China and are supposed to reach customers in 10 days, but in some cases take weeks. The company also has factories in Japan, Brazil, Germany and Mexico.
The “Made in USA” tag on computers manufactured in North Carolina will resonate with some buyers, Hortensius said. Lenovo’s main U.S. operations are in that state, and the company also has a distribution center there.
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.
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.
AMD Confirms Trinity’s New Specs
AMD has confirmed the specifications of its Trinity accelerated processor units (APUs), with the majority being quad-core units with 4MB cache.
AMD launched its mobile Trinity APUs earlier this year in a bid to cash in on “back to school” sales and now it has detailed the specification of Trinity processors that will slot into desktop systems. The firm confirmed that Trinity has moved from Socket FM1 to Socket FM2 and save for two A4 and A6 SKUs the chips will all be quad-core parts with base frequencies over 3GHz.
AMD stuck with its A4, A6, A8 and A10 branding with the dual-core A4-5300, base clocked at 3.4GHz with turbo mode pushing that up to 3.6GHz and 128 graphics cores clocked at 723MHz at the foot of AMD’s APU line-up. Next up the firm has the unlocked dual-core A6-5400K, which not only bumps the CPU clock speed by 200MHz to 3.6GHz and 3.8GHz for base and turbo modes, respectively, but increases the number of graphics cores to 192 and their frequency to 760GHz.
While AMD’s A4 and A6 Trinity processors are dual-core, the four other chips in the range are all quad-core parts, with the A8-5500 and A8-5600K sporting base clock speeds of 3.2GHz and 3.6GHz, respectively, with turbo mode boosting those to 3.7GHz and 3.9GHz, respectively. The firm has kept the number of graphics cores on both chips the same at 356 and clocked them at 760MHz, however the higher frequency on the A8-5600K means that the firm bumped up the TDP to 100W, though given it is unlocked, the factory TDP is largely academic.
AMD’s A10 chips follow in the same vein as the A8 parts, with the 65W A10-5700 part clocked at 3.4GHz, boosted to 4GHz while the 100W A10-5800K part has its clocks set at 3.8GHz and boosted to 4.2GHz. AMD has given both processors 384 graphics cores clocked at 800MHz.
Intel Changes Course
Intel has changed its strategy when it comes to talking about its next generation technology. Back at IDF 2012, the company mentioned Haswell second generation 22nm CPUs and even explained some of its core technology, although it didn’t actually show any demos.
People got excited about Core i5 and Core i7 next generation Haswell parts that can ship with 10W TDP, but Intel hasn’t actually shown anything. When we asked a few people inside the company, they said that Intel isn’t planning on revealing too much, as they want to surprise the competition a bit more than they used to.
It’s quite clear that Haswell has every chance to beat AMD’s including 2013 Vishera successors. Intel obviously wants to see the market’s reaction to many ARM competitors, since some of them run Windows 8 RT just fine.
Will Intel Bring Medfield To The US?
September 28, 2012 by admin
Filed under Computing, Smartphones
Comments Off on Will Intel Bring Medfield To The US?
An Intel powered phone powered by a 2GHz Medfield processor is a huge leap forward for Intel. After few tries they finally got a significant design win.
Still many want to see an Intel design win the US market and we were told that this can be expected at 2013 as the USA network providers demand a LTE capability for all their new phones. Now even the iPhone has LTE and it was getting hard even for Apple to convince people in the US that LTE is not relevant.
Intel is aware of that and it is expected that Intel can finish its LTE modem in 2013 and that it will have a LTE enabled chip with its next generation. It’s interesting that this is the same timing for Nvidia LTE while Qualcomm already stunned the market with its S4 LTE enabled chip that everyone wants.
The new Intel-based RAZR doesn’t have LTE support, but even in the US only major cities and metropolitan areas have it decent LTE coverage. Even the suburbs in Silicon valley and surrounding towns have weak and intermittent LTE coverage, while 3G has been almost everywhere you can have a cell signal.
Intel got its first major designs out, and it plans to continue winning the major manufacturers with Intel inside powered phones.
Intel Going High-Performance
Intel has been hinting that it is developing high-performance lower power server chips to speed up cloud services or data-intensive applications like analytic.
Apparently this will involve the integration of a converged fabric controller inside future server chips. This will make server communication faster while helping data centers operate at peak efficiency.
Raj Hazra, vice president of the Intel Architecture Group said that Fabric virtualises I/O and ties together storage and networking in data centres. If you add in an integrated controller you get a wider pipe to scale performance on cloud platforms. He said that the integrated fabric controller will appear in the company’s Xeon server chips in a few years as part of Intel’s cunning plan to bring the controller to the transistor layer.
TSMC Makes Expansion Plans
TSMC is expected to spend $10 billion next year in capital works as Apple plans to contract the outfit to build its next-generation processors.
According to the Chinese-language Economic Daily News TSMC has informed the equipment suppliers of its decision to hike capital expenditure for 2013 to US$10 billion. This indicates that TSMC has overcome technical problem with 20nm process, which Apple’s next-generation processors are said to use.
It also suggests that Jobs’ Mob is speeding up its reduction of work it gives Samsung. Apple has reportedly sent around 200 design engineers to help TSMC get familiar with the company’s next-generation processor designs at TSMC’s facility in Central Taiwan Science Park.