Apple TV Service Delayed Again

Apple Inc will push back rolling out its live TV service to at least next year, Bloomberg reported, citing people familiar with the iPhone maker’s plans.

The company had planned to introduce the service, which is delivered over the Internet, this year.

Discussions with broadcasters such as CBS Corp and Twenty-First Century Fox Inc to license programming are progressing slowly, and lack of content has led Apple to scrap plans to announce the service at a Sept. 9 event, Bloomberg said.

Apple also lacked the computer network capacity to ensure a good viewing experience, Bloomberg said.

The company still plans to introduce a more powerful version of its Apple TV set-top box at the event, which will be held in San Francisco.

Apple was aiming to price the new service at about $30 to $40 a month, media reports have said.

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Dropbox Beefs Up Security

Two-factor authentication is widely regarded as a best practice for security in the online world, but Dropbox has announced a new feature that’s designed to make it even more secure.

Whereas two-step verification most commonly involves the user’s phone for the second authentication method, Dropbox’s new U2F support adds a new means of authenticating the user via Universal 2nd Factor (U2F) security keys instead.

What that means is that users can now use a USB key as an additional means to prove who they are.

“This is a very good advancement and adds extra security over mobile notifications for two-factor authentication,” said Rich Mogull, Securosis CEO.

“Basically, you can’t trick a user into typing in credentials,” Mogull explained. “The attacker has to compromise the exact machine the user is on.”

For most users, phone-based, two-factor authentication is “totally fine,” he said. “But this is a better option in high-security environments and is a good example of where the FIDO standard is headed.”

Security keys provide stronger defense against credential-theft attacks like phishing, Dropbox said.

“Even if you’re using two-step verification with your phone, some sophisticated attackers can still use fake Dropbox websites to lure you into entering your password and verification code,” the company explained in a blog post. “They can then use this information to access your account.”

Security keys, on the other hand, use cryptographic communication and will only work when the user is signing in to the legitimate Dropbox website.

Dropbox users who want to use the new feature will need a security key that follows the FIDO Alliance’s Universal 2nd Factor (U2F) standard. That U2F key can then be set up with the user’s Dropbox account along with any other U2F-enabled services, such as Google.

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Qualcomm Debuts NextGen Adreno

Qualcomm has announced its next-generation Adreno GPU architecture, promising major improvements to performance, power efficiency and user experience in its upcoming Snapdragon processors.

The first two GPUs available on the new architecture, the Adreno 530 and Adreno 510, will be available integrated with the forthcoming Snapdragon 820 and Snapdragon 620/618 processors, Qualcomm said, and are claimed to “maximize battery life”.

The new GPUs are the successors to the Adreno 4xx family and are claimed to be the “highest-performance GPU ever designed by Qualcomm”, providing 40 percent lower power consumption and 40 percent faster performance for graphics and GPGPU compute when compared with the Adreno 430.

They will also support OpenGL ES 3.1+ Android Extension Pack, Renderscript, as well as the new OpenCL 2.0 and Vulkan APIs.

Other features include support for 64-bit virtual addressing, allowing shared virtual memory and efficient co-processing with 64 bit CPUs, along with improved fine-grain power management, and new rendering, compositing and compression techniques to enable higher performance at lower power consumption and reduced DRAM bandwidth.

The chip company also announced a new 14-bit Qualcomm Spectra image signal processing (ISP) unit, which will also debut in the Snapdragon 820. It is designed to support DSLR-quality photography and enhanced computer vision, Qualcomm said.

This will bring better camera and imaging technology to upcoming Android devices, Qualcomm said, such as more natural skin tones via 14-bit dual ISP units supporting up to three simultaneous cameras – for example, one facing the user, and two rear facing – and up to 25MP at 30 frames per-second with zero shutter lag.

Qualcomm VP of product management Tim Leland said: “Qualcomm Spectra ISP, together with our Adreno 5xx-class GPU, brings an entirely new level of imaging to smartphones, and is designed to allow Snapdragon-powered devices to capture ultra-clear, vivid photos and videos regardless of motion and lighting conditions and display them with the color accuracy that nature intended.”

Devices based on Snapdragon 820 that feature the new GPU and ISP are expected to be available in the first half of next year.

The specs for Qualcomm’s upcoming Snapdragon 820 mobile processor leaked last week ahead of its rumored launch later in August.

The chip was expected to be officially unveiled later this month, but an analyst called Pan Jiutang let the cat out of the bag, posting some slides on Weibo on Wednesday that revealed pretty detailed specifications.

The slides might not be 100 percent legit, but are in line with many other rumors circulating at the moment, and most likely accurate. It shows that the Snapdragon 820 sports the newer Hydra CPU which is claimed to be 35 percent faster than Qualcomm’s current 810 processor.

This better use of power is a result of the chip’s new 14nm manufacturing process, which is much smaller than with the 20nm Snapdragon 810.

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Has The iPhone Peaked in The U.S.?

Apple’s vice like grip in the US smartphone market is falling off as sales of the overpriced gadgets slump.

Research outfit Kantar Worldpanel ComTech said the 2.3 per cent drop in US sales had been covered by rises in China, Japan and Australia.

But the fact that Apple’s home ground is the US and that it has become increasingly dependent on its iPhone, this statistic does not bode well, particularly as the company depends on continual growth to maintain its share price the whole lot is starting become unstuck.

For the second quarter of 2015, iPhone sales grew by 2.1 percent from the same quarter last year across Europe’s five biggest markets, namely the UK, Germany, France, Italy and Spain. Growth was strongest in the UK at 5.5 percent and weakest in Italy at only 0.1 percent. Beyond Europe, iPhone sales surged by 9.1 per cent  in Australia, 7.3 percent in China and 2.7 percent in Japan.

It is worthwhile pointing that the European growth outside the UK, Australia and China is more indicative of a flat market rather than actual growth.

A possible reason for the fall in the US is better competition from Android where Apple’s Android rivals provided a tougher fight.

Carolina Milanesi, chief of research at Kantar Worldpanel ComTech, said in a press release. “In the U.S., as we forecasted last month, Android’s growth continued in the quarter ending June 30, with both Samsung and LG increasing their share sequentially. Forty-three percent of all Android buyers mentioned a ‘good deal on the price of the phone’ as the main purchase driver for their new device.”

“Android in the U.S. is undergoing its strongest consolidation yet, with Samsung and LG now accounting for 78 percent of all Android sales,” Milanesi added. “LG is the real success story of the quarter. Not only did it double its share of the US smartphone market once again, but it was also able, for the first time, to acquire more first-time smartphone buyers than Samsung.”

Screen size was the main driver for Android buyers across Europe, according to Dominic Sunnebo, business unit director at Kantar. Samsung and LG both sell big-screen “phablet” phones. Samsung’s Galaxy Note 4 sports a 5.7-inch screen, while LG’s G4 packs in a 5.5-inch screen.

Though the iPhone 6 Plus also uses a 5.5-inch display, iOS buyers are driven by a wider range of factors, Sunnebo said, including “phone reliability and durability, as well as the quality of the materials.”

Of course if you are member of Tame Apple Press you will forget to report the news and say the opposite and claim that the iPhone’s wonderful sales are a problem.

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HTC To Go High-End

Taiwanese smartphone maker HTC Corp said it will eliminate some jobs and discontinue models as part of its strategy to focus on high-end devices to better compete with the likes of AppleInc and Samsung Electronics.

“The cuts will be across the board,” Chief Financial Officer Chialin Chang told reporters after HTC reported a second-quarter loss and forecast another for the third-quarter. “They will be significant.”

Chang said the cost reductions would extend to the first quarter of next year, but declined to give further details.

A pioneer in early smartphones, HTC has been dismissed by industry watchers as confused, unoriginal and uncompetitive.

The company has been losing market share over the past few years, hit by intense competition at the high-end of the market from the likes of Apple and Samsung Electronics while budget Chinese rivals have also eclipsed its low-cost offerings.

HTC shares have fallen 51 percent so far this year. The stock closed 1.69 percent lower before the results were announced.

Chang said HTC was banking on selling high-end models in emerging smartphone markets such as India, where he said the company has a 20 percent market share of phones priced between $250-$400.

Analysts, however, are less optimistic, saying HTC is likely to continue to struggle for the next four quarters at least.

“We believe HTC will keep losing share in the smartphone market and will keep losing money,” analyst Calvin Huang with Taiwan’s SinoPac Securities wrote in a recent research note.

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Is Wafer Output Headed Down?

United Microelectronics (UMC) expects to post an up to 5 per cent decrease in wafer shipments for the third quarter of 2015.

The outfit’s capacity rate will fall below 90 per cent for the first time after being flat out for ages.

UMC CEO Po-Wen Yen said the third quarter, would suffer from the inventory correction problems that were first noticed in the first quarter.

Current weakness in overall demand, partly due to the uncertainties in economic outlook, will prolong the inventory adjustment through the second half of 2015,” he said.

UMC used 94 per cent of its overall capacity in the second quarter of 2015, when the company shipped a record 1.54 million 8-inch equivalent wafers.

Shipments during the quarter were driven mainly by 28nm products, the foundry noted.

UMC reported consolidated revenues of $1.23 billion for the second quarter, down 6 per cent on last year. Gross margin came to 22.9 per cent compared with 24.3 per cent in the first quarter and 22.9 per cent in second.

UMC created net profits of $1.45 billion in the second quarter of 2015 – the highest level in nine quarters.

Looking into the third quarter, UMC expects to use 87-89 per cent of its overall capacity in the third quarter. Wafer shipments and ASPs will fall up to 5 per cent and about 3 per cent, respectively, on quarter.

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Can Oracle Make Money Off Android?

Database outfit Oracle’s moves to try and copyright APIs appear to be part of an attempt for Oracle to make money on Android.

Oracle has asked a U.S. judge for permission to update its copyright lawsuit against Google to include the Android which it claims contains its Java APIs.

Oracle sued Google five years ago and is seeking roughly $1 billion in copyright claims if it manages to convince a court that its APIs are in Android it could up the damages by several billions.

Oracle wrote in a letter to Judge William Alsup on Wednesday that the record of the first trial does not reflect any of these developments in the market, including Google’s dramatically enhanced market position in search engine advertising and the overall financial results from its continuing and expanded infringement.

Last month, the US Supreme Court upheld an appeals court’s ruling that allows Oracle to seek licensing fees for the use of some of the Java language. Google had said it should use Java APIs without paying a fee.

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Will Qualcomm Give Some Workers The Boot?

Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.

The company, according to our well informed industry sources, will announce this during the upcoming Qualcomm Q3 FY15 earnings conference call that Is scheduled for July 22. We could not find out which jobs will be affected, but we expect that the company will shad more light on it during the call.

In December 2014 the company announced that it would slash some 900 jobs and it ended up slashing roughly 1,500 jobs. This will be the first major announcement and it comes at a bad time, as the company’s sales numbers are not that great. Qualcomm lost its highest end customer, Samsung, and companies like HTC who are using the Snapdragon 810 are not too happy about company’s highest end SoC offering.

Qualcomm has around 31,300 employees, which is still not that much considering that Intel has some 100,000, but its main SoC competitor, MediaTek, has just over 10,000 employees making its operational costs much smaller.

If the number of employees 31,300 didn’t change in recent months, slashing 4,000 jobs would mean cutting the 12.8 percent of the workforce. This is a major adjustment, no question about it.

Still, we believe that the server division will start making some money in 2016 and the new Snapdragon 820 is expected to start shipping later this year. In the long run, the company is more than fine, it is just that the competitors have changed from Nvidia and Intel to MediaTek.

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FCC Wants Carriers To Alert When IP Switching

The U.S. Federal Communications Commission is backing a requirement that the country’s telecom carriers warn residential and business customers about plans to retire copper telephone networks for IP-based systems.

A proposal from FCC Chairman Tom Wheeler would also require telecom carriers retiring their copper networks to offer customers the option of purchasing battery backup systems so that they don’t lose voice service during an electrical power outage, officials said Friday. IP-based voice service depends on working Internet service, which, in turn, requires electricity.

The old copper-based phone service works without electrical service available at the customer’s address, and a loss of voice service during power outages is one of the major concerns of consumer groups as major telecom carriers move to retire their decades-old copper networks.

Wheeler’s proposal, likely to be voted on by the commission during its Aug. 6 meeting, would require telecom providers that are retiring copper to make battery backup systems with eight hours of standby power available to affected customers, either through the carriers themselves or for third-party retailers. Voice customers would have to pay for the battery backups, which now cost $40 and up, but they could choose whether or not they want the backup.

Most consumers and consumer groups in contact with the FCC wanted the option to purchase battery backup from sources other than carriers, an FCC official said. Requiring battery backup systems during VoIP installs could have discouraged customers from signing up for the service, he added.

Within three years, carriers would have to offer a battery backup option with 24 hours of standby power, under the rules proposed by Wheeler.

Telecom carriers retiring their copper would also have to alert customers that their old telephone service was going away. Telecom carriers currently aren’t required to notify customers, but under the proposed rules, residential customers would get a three-month warning, and business customers would get a six-month warning, agency officials said during a press briefing.

Telecom carriers would also have to notify interconnecting carriers of their copper retirement plans, and competitors using the existing copper to provide business voice and Internet services would be eligible to receive similar pricing deals from the large incumbent carriers, the FCC said.

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Qualcomm Has No Plans To Split

US chipmaker Qualcomm has told the world that it will not be dumping its “essentially useless chip making” business.

Hedge fund Jana Partners said in April that Qualcomm would make a pile more dosh if it just stuck to being a patent troll and stopped trying to flog “essentially worthless” chips.

Apparently Qualcomm thought about it. Executive Chairman Paul Jacobs the idea has been talked about for a long time, but came to the conclusion that the status quo contained a lot more “synergies.” Apparently synergies are a good thing to have about the place, particularly if you have a breeding pair.

Jacobs was less optimistic about Jana Partners’ idea which was apparently full of dis-synergies which might eat the synergies – or just diss them in public.

Executive Chairman Paul Jacobs said all this intensifying industry competition was not enough to spin off his chip business from its patent-licensing business.

Jacobs said, however, that the company is always evaluating its options and that the situation could change in the future, so maybe there a future for a Qualcomm troll walloping other companies with dis-synergies.

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