Can Acer Go High-End?

Most popular for its low-cost laptops, Acer doesn’t really inspire thoughts of premium products. But building high-end hardware could be the Taiwanese vendor’s best chance as it looks for a way to rescue its struggling business.

With consumers flocking to tablets and smartphones, Acer’s once-thriving PC business has been left in the dust. Quarterly financial losses have become routine at the company and its PC shipments declined more sharply in the past year than at any other major vendor, according to IDC.

The grim situation forced CEO J.T. Wang to resign from his post last Tuesday. Acer will also cut 7 percent of its global workforce and has assembled an advisory committee to come up with a new strategy, the company announced.

Bright spots are hard to find. The Wintel model that propelled Acer for years and helped it become the second-largest PC vendor in 2009 has been falling apart amid the demand for mobile gadgets. And Windows 8 and Intel’s Ultrabook strategy have failed to resuscitate the market.

It hasn’t helped that Acer is so reliant on sales to consumers, said IDC analyst Bryan Ma. The entire PC industry has been hurt by tablets, but Dell and Hewlett-Packard have at least managed to find cover selling PCs to businesses, which are still buying them. And Lenovo has capitalized on its position in China, now the world’s largest PC market.

“Acer didn’t really have the commercial PC business to protect themselves. That’s why they were hit harder,” Ma said.

Acer — whether to its benefit or detriment — has instead gained a reputation for low-priced PCs. Even in tablets it has tried to undercut rivals — its Iconia W4, an 8-inch Windows 8.1 tablet, starts at US$329.99, while its Iconia B Android tablet goes for $129.99. The low prices have helped keep the company on consumers’ radar, but at the expense of profits.

One option for Acer is to build a brand as a higher-end PC player. It took a step in that direction last year with the Aspire S7, a Windows laptop with a slender, aluminum chassis that sells for $1,200 and up. That product and its successors have had some success for the company, with sales of 2,000 to 3,000 units per month, said James Wang, an analyst with research firm Canalys.

“I think Acer has started to learn they are able to sell some expensive products,” he said.

Selling higher-end PCs could help stop the bleeding in Acer’s finances, but with the overall PC market still shrinking it’s unlikely to help it expand in any meaningful way. “You can’t really expect vendors in desktops and notebooks to find growth,” Wang said. “You win in the market by not falling in shipments.”

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Is Qualcomm’s Adreno 400 Coming in 2014?

Qualcomm’s Adreno 330 GPU will be replaced by new Adreno 400-series parts and naturally the new generation will be faster than the one that sits inside the Snapdragon 800.

Our sources are telling us that Adreno 400 is expected with the new version of Snapdragon that is set to debut in early 2014. Traditionally Qualcomm uses CES to showcase its new chips and CES 2014 starts on January 7th, so it sounds like the right time for it.

The only key detail that we learned about Adreno 400 is that despite a significant increase in GPU performance the chip won’t have a compute part and it doesn’t support OpenCL. Many will see this as a handicap, but to be honest we see limited uses for OpenCL in mobile chips, at least for now.

Nvidia’s Logan comes with Open CL 1.1 as well as Open GL 4.4 support. Adreno 330 can push 3.6 Gigapixels a second making it one of the fastest GPUs in mobile market, capable of going head to head with the Tegra 4. Adreno 400 naturally ends up faster.

Then again we expect that Logan Tegra 5 has what it takes to dominate the mobile GPU market in 2014. Let’s not forget about PowerVR 6-series parts, ARM’s recently announced Mali 700-series or Vivante’s upcoming mobile GPU designs, either.

Unlike the AMD-Nvidia duopoly in the PC GPU market, right now there are five players vying for the top spot in the mobile space and things are bound to get interesting.

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Africa To Lead Global Bandwidth Demand

Africa’s demand for Internet access to the rest of the world will grow by an average of 51 percent every year until 2019, ahead of all other regions, according to a forecast by research company Telegeography.

Rapid economic growth and wider Internet use will drive the increase in demand, which will be met mostly by turning on unused capacity in existing cables, according to Telegeography analyst Erik Kreifeldt. Terrestrial links are in demand partly because much of Africa still relies on satellite, which is far more expensive per bit than wired broadband, he said.

Most Internet bandwidth between continents is provided by undersea cables built and financed by groups of service providers. From Africa, most of those links go to Europe. Other carriers pay to tap into those cables and link their customers to the Internet. In some parts of Africa, running cables from coastal areas to the interior is a challenge so satellite remains the major Internet source, Kreifeldt said.

The capacity of international cables landing on African shores is just a fraction of the bandwidth available between Europe, the U.S. and Asia. After seven years of the growth that Telegeography forecasts, from 2012 through 2019, Africa will have 17.2Tbps (bits per second) of links to the outside world. That’s up from just 957Gbps in 2012 but will still be only about one-quarter of the international capacity of Latin America and less than that of Canada, according to Telegeography.

The hunger for the Internet varies among African countries. Through 2019, bandwidth demand is expected to grow fastest in Angola, at 71 percent per year; Tanzania, at 68 percent; and Gabon, at 67 percent.

Many new cables have been built to Africa and around the continent in the past several years, giving service providers excess fiber capacity that can be turned on when needed, Kreifeldt said. As that fiber gets lit up and supply rises, prices should fall for enterprises and other users in African countries, he said. However, due to relative scarcity, a given amount of bandwidth between Africa and Europe costs about 10 times as much as the same size connection between Europe and North America, he said. Africa’s bandwidth gains aren’t expected to shrink that gap.

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SalesForce Goes Hacking

Salesforce.com really wants to attract lots of developers to its Dreamforce conference next month in San Francisco. As in, really.

Last Friday, the cloud software vendor announced a “hackathon” would be held at the conference, with US$1 million going to the developer or team who creates the top prize-winning mobile application with Salesforce.com technology.

“It’s not going to be easy — $1 million is going to bring out the best of the best,” Salesforce.com said in Friday’s announcement. “So don’t wait until Dreamforce! You’re going to want to get started now. With Force.com, Heroku, ExactTarget Fuel, Mobile Services and more — you’ve got a killer array of platform technology to use.”

Salesforce.com will also be providing some “pretty amazing new technology” for use at the show, the announcement adds.

In order to participate, developers have to either register for a full conference pass or a special $99 hacker pass.

The hackathon reflects Salesforce.com’s long courtship of developers to its development technologies, its AppExchange marketplace and recent efforts to build out more tooling for mobile application development.

Developers taking part in the hackathon will have plenty of competition, with some 20,000 programmers expected to attend Dreamforce overall. A “Hack Central” area will be open around the clock, supporting coders who want to work until the wee hours on their application.

In order to qualify, an application can’t have been previously released. The entries will be judged on four criteria counting 25 percent each: innovation, business value, user experience and use of Salesforce.com’s platform.

The second-place finisher will receive $50,000, with $25,000 going to the third-place winner. Fourth and fifth place will get $10,000 and $5,000, respectively.

Some 120,000 people are expected to register for Dreamforce this year. While some of that total will be watching online rather than in person, Dreamforce is now operating at a scale rivaling Oracle’s OpenWorld event, which happened last month.

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SAP To Stop Offering SME

The maker of expensive esoteric software which no-one is really sure what it does, SAP has decided to pull the plug on its offering for small businesses. Business weekly Wirtschaftswoche said SAP would stop the development of a software dubbed Business By Design, although existing customers will be able to continue to use it.

SAP insists that development capacity for Business By Design was being reduced, but that the product was not being shut down. Business by Design was launched in 2010 and was supposed to generate $1 billion of revenue. The product, which cost roughly 3 billion euros to develop, currently has only 785 customers and is expected to generate no more than 23 million euros in sales this year.

The Wirtschaftswoche report said that ever since the SAP product’s launch, customers had complained about technical issues and the slow speed of the software.

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Will Google’s Project Shield Work?

Google has opened Project Shield, its service for small websites that don’t have the forces to repel denial of service attacks that might come their way.

Google introduced the service on Google+, saying that it is aimed at websites that might otherwise be at risk of online disruption.

“Project Shield, [is] an initiative that enables people to use Google’s technology to better protect websites that might otherwise have been taken offline by “distributed denial of service” (DDoS) attacks. We’re currently inviting webmasters serving independent news, human rights, and elections-related content to apply to join our next round of trusted testers,” it said.

“Over the last year, Project Shield has been successfully used by a number of trusted testers, including Balatarin, a Persian-language social and political blog, and Aymta , a website providing early-warning of scud missiles to people in Syria. Project Shield was also used to protect the election monitoring service in Kenya, which was the first time their site stayed up throughout an election cycle.”

Interested websites should visit the Google Project Shield page and request an invitation to the experience. They should not try to do the same at Nvidia’s website, as they will probably just come away with a handheld games console. This will not offer much assistance against DDoS attacks.

According to a video shared by Google last night, Project Shield works by combining the firm’s DDoS mitigation technologies and Page Speed Service (PSS).

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MediaTek’s Octa-Core Processor Tested

MediaTek raised quite a few eyebrows earlier this year when it announced it would build the world’s first proper ARM octa-core, not a big.LITTLE design. The MT6592 has now popped up on a Chinese site, with the first Antutu results.

It scored 25,496, which places it behind the 1.7GHz Snapdragon in the HTC One, but it’s still a lot faster than the Nexus 4’s Qualcomm APQ8064, although throttling may have something to do with that. The score seems too high, but not long after the results emerged, a number of mobile sites started talking about disappointing results, claiming that MediaTek’s octa-core was somehow supposed to end up on a par with Samsung’s latest Exynos 5 big.LITTLE chip and the Qualcomm 800.

This of course is utter rubbish and FUD of the highest order.

The 28nm MT6592 is indeed an octa-core, but it has eight A7 cores, not a combo of A15 and A7 cores. The A7 is about one fifth of the die area of an A15 and according to ARM it consumes one quarter to one fifth of the power, making such comparisons asinine. In other words, MediaTek’s octa-core should end up a lot smaller and cheaper than a quad A15, maybe even a quad A12. That is why we find the 25,496 result hard to believe – it should be less, not more. For example, the Tegra 4 on Shield hits about 36,000, yet it’s a much bigger chip, on a device with more RAM.

The benchmarked chip ran at 1.7GHz, but MediaTek said the MT6592 should have no trouble hitting 2GHz, which could make it faster than a Snapdragon 600. What’s more, the tested device featured 1GB of RAM, 720p display and a Mali-450 GPU, so it is clearly not high-end.

However, the big problem for MediaTek’s curious new SoC is the sheer number of cores. Most apps simply can’t put them to good use and unless MediaTek has a clever trick up its sleeve, the chip might not be nearly as fast in real world applications. It does look promising in benchmarks, though.

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Is Lenovo Eyeing Blackberry?

Lenovo reportedly has joined the list of possible Blackberry buyers, with the firm reportedly having approached the struggling Canadian phone maker.

The Wall Street Journal reported that Lenovo, despite previously denying that it was mulling a Blackberry buy (paywalled), has been given the thumbs up to cast an eye over the Canadian company’s books before making it a possible offer.

If reports are to be believed, Lenovo has joined a list of possible buyers that includes Intel, Cisco, SAP, Google, Samsung and LG.

Specific details of Lenovo’s possible acquisition are yet to be revealed, but as a newcomer to the smartphone market Lenovo recently admitted that it is selling more smartphones than tablets and PCs in China, despite being one of the only PC makers to continue showing sales growth.

However, Lenovo’s smartphone portfolio is yet to appear the UK, and the firm hasn’t seen much success outside China. However, picking up Blackberry could help Lenovo enter the global smartphone market, and the firm could be looking to take over from Blackberry as a phone maker focused on business professionals.

Lenovo might have a hard time closing a buyout deal for Blackberry, though. Rumours about a takeover have already led to speculation that such a buyout would struggle to get approval from the US and Canada, due to the company’s Chinese ownership and the fact that Blackberry does business with sensitive parts of both governments.

Blackberry didn’t comment on a possible Lenovo buyout, but instead put out its usual vague statement. A company spokesperson said, “The special committee, with the assistance of Blackberry’s independent financial and legal advisors, is conducting a robust and thorough review of strategic alternatives.”

Lenovo declined to comment on the report.

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Amazon Debuts Cloud-based Transcoding Service

Amazon Web Services has rolled out the option to use its Elastic Transcoder for audio-only conversions.

Amazon Elastic Transcoder was developed to offer an easy and low-cost way to convert media files from their source format into versions that will play on devices like smartphones, tablets and PCs.

The new feature lets anyone use Amazon Elastic Transcoder to convert audio-only content like music or podcasts from one format to another. Users can also strip out the audio tracks from video files and create audio-only streams. An option that, for example, can be used to create podcasts from video originals that are compatible with iOS applications that require an audio-only HTTP Live Streaming (HLS) file set, Amazon said.

The output from Elastic Transcoder is two-channel AAC, MP3 or Vorbis. Metadata like track name, artist, genre and album art is included in the output file and users can also specify replacement or additional album art.

Users of the service pay for the length of their converted content. For audio-only transcoding, prices start at $0.0045 per minute. That compares to the video version, which costs from $0.015 per minute for standard definition content and $0.03 per minute for high-definition clips, according to Amazon’s website.

For users who want to try out the service, the AWS Free Tier offers up to 20 minutes of free audio output per month. The service was announced for video in January and is still tagged as a beta.

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Does Wall Street Like Intel’s Mobile Plan?

In recent months Intel’s new CEO Brian Krzanich and President Renee James made several interesting statements, signalling to Wall Street that the chipmaker gets it – it has to do more in mobile.

With smartphone shipments expected to hit one billion per year as early as next year, Intel’s newfound love of mobile chips is hardly surprising. In recent months Intel told the world that it’s now treating Atom just like Core, which means Atom will no longer look like an unwanted stepchild. On the face of it this is good news for shareholders and investors, but scratch the surface it doesn’t look too encouraging.

As a result, most analysts expect Intel to post lacklustre results on Tuesday, which is hardly surprising given the state of the PC market, which is still the bulk of Intel’s core business. Analysts expect revenue of $13.47 billion, 0.1 percent higher year-on-year, but earnings per share are estimated at $0.53, or 8.6 percent down over last year. But negative EPS forecasts aren’t the biggest problem facing Intel. Most analysts agree that 2014 won’t be much better, but there are some factors that indicate even these bleak forecasts might be too optimistic.

The first Bay Trail products are starting to appear and initial performance reports are encouraging, but they are just that – encouraging rather than groundbreaking. Benchmarks seem to indicate that Bay Trail-T tablets end up marginally slower than Qualcomm 800 and Tegra 4 based devices, which are a bit older, too. With prices ranging from $32 to $37, the first batch of Bay Trail chips also cost a bit more than their ARM competitors, but a direct comparison is not possible as ARM players don’t disclose the unit prices of their chips.

Furthermore Intel still lacks integrated LTE support, which means Bay Trail isn’t going to score big phone design wins. Intel hopes to roll out its first LTE enabled products next year, but there’s still some ambiguity. For example, Intel discrete modems are still built on TSMC silicon and it could be a couple of years before they end up on the die of an Intel SoC built in an Intel fab. While Intel could roll out the first two-chip solution next year, it’s highly unlikely that it will have a proper integrated solution before 2015.

This is a bit of a problem for more reasons than one. Many analysts don’t dig deep enough, some of these technical issues go under the radar – so they stick to Intel’s promise of LTE in 2014. Quark is also being overhyped, although it won’t generate any significant revenue over the next few years. Many analysts also believe x86 support is still a big deal, and to some extent it is, but the relevance of x86 is often exaggerated and it is diminishing as we speak. That is why Intel is talking up hybrids, or 2-in-1s – because legacy x86 support is a lot more important for hybrids than regular tablets. In smartphones, x86 support is as useless as a Facebook share button on a porn site.

However, this is where it gets interesting, because Intel is also promising $99 Bay Trail tablets. Back at IDF, Krzanich said Intel’s new tablet platform would “go below $100 by Q4 2013,” giving the impression that Intel can do dirt cheap tablets as well. We are not sure that it can, not unless it subsidizes them with heaps of cash, and we all know how well that went with Ultrabooks.

As for phones, Intel is still dead in the water and this won’t change anytime soon. Apple is quite happy designing its own custom chips and having them built by the lowest bidder. Samsung is going for off-the-shelf IP and manufacturing its Exynos 5 chips in 28nm, and it will hit 20nm soon. Qualcomm dominates the market and Intel can’t erode its lead over the next couple of product cycles. Even if Intel comes up with competitive smartphone chips in a year or two, who will they be for? Apple won’t buy them, neither will Samsung. This would leave Intel in an awkward position of fighting over scraps with heavy hitters like Qualcomm and a range of smaller ARM players like Nvidia and MediaTek.

This is hardly a viable long-term mobile strategy. Intel is basically doing the only thing it can – and doing the only thing that can be done and calling it a strategy doesn’t really make for much of a strategy.

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