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Semiconductor Sales Still Down In 2015
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Semiconductor Sales Still Down In 2015 : :: TheGuruReview.net ::
Sales of semiconductors have remained sluggish during 2015 and look set to drop still further in 2016, according to new research from Gartner.
Last quarter, 2.5 percent growth was expected for 2015, but this has been revised down to a one percent drop in the market. 2016 remains predicted to see a 3.3 percent drop.
“We are continuing to see weakness in end-user electronics demand in response to an uncertain economic environment, which is putting a dampener on 2015 spending,” said Takashi Ogawa, research vice president at Gartner. “Next year we are anticipating DRAM manufacturers to respond to oversupply with dramatic reductions in their investment plans.”
The drop likely comes off the back of weak PC sales too, with Gartner last week revealing that, despite the release of Windows 10, sales of devices slumped 7.7 percent in the third quarter.
The future looks brighter, though, and figures for 2017, 2018 and 2019 show significant growth with the losses of 2015 more than recovered as soon as 2017.
A number of key companies, including Intel, have cut spending in the past quarter against a backdrop of slow demand for electronics. This has led in some cases to semiconductor plants significantly shrinking production to avoid a surplus of obsolete chips in the fast evolving industry.
“In the DRAM market, weak end-market conditions combined with new foundries coming on line at Samsung and SK Hynix have created a weaker market than anticipated in our last forecast,” said Ogawa.
“As a result, we anticipate that DRAM manufacturers will move more quickly from investing in new capacity to a maintenance and upgrade existing capacity mode of operation.”
Meanwhile, NAND memory has actually moved to a small predicted growth of 0.1 percent against a 19.4 percent drop predicted last quarter. The rise of NAND thanks to alliances such as the one between SanDisk and HP has led Gartner to predict a 10 percent shift from DRAM to NAND in the next six months or so, while DRAM manufacturers will begin to slow investments around this time next year.
The news comes after reports that SanDisk is looking to consolidate its business by putting itself up for sale to another market player. WD and Micron are said to be likely buyers.
Source-http://www.thegurureview.net/computing-category/semiconductor-sales-still-down-in-2015.html
Steve Ballmer Believes In Twitter
Ex Microsoft Corp Chief Executive Steve Ballmer has purchased a 4 percent stake in Twitter Inc, according to his spokesman, making him the third-biggest individual shareholder in the social media company.
Ballmer’s stake is worth more than $800 million based on Twitter’s $21 billion market value. Only co-founder Evan Williams and Saudi billionaire Prince Alwaleed bin Talal have greater stakes among individual investors.
Friday Ballmer tweeted from a non-verified account that he built up his stake over the past several months.
His tweet lauded Twitter’s new ‘Moments’ feature, which curates the best tweets of the day, and Dorsey’s appointment as permanent CEO last week.
“Good job @twitter, @twittermoments innovation, @jack Ceo, leaner, more focused,” the tweet said. “Glad I bought 4% past few months.”
Twitter declined to comment. Ballmer himself did not return requests for comment.
Ballmer, who bought the Los Angeles Clippers basketball team after retiring as Microsoft CEO in February 2014, has a personal fortune of about $21.5 billion, making him the 35th richest person in the world, according to Forbes magazine.
Ballmer now owns more of Twitter than co-founder and CEO Dorsey, who has a 3.2 percent stake, according to Thomson Reuters data. Williams is the largest individual shareholder with about 7.5 percent, followed by Alwaleed with about 5.2 percent.
Like @alwaleedbinT move too,” Ballmer’s tweet said. Alwaleed and his investment firm, Kingdom Holding Co 4280.SE, said earlier this month they had raised their stake in Twitter to more than 5 percent.
Ballmer’s investment is a sign that Twitter’s efforts to revive growth under Dorsey is being appreciated, Monness, Crespi, Hardt, & Co Inc analyst James Cakmak said.
“I think it’s just another point of evidence that the step that they are taking to redirect the business toward growth is resonating,” Cakmak said.
Twitter has made several new announcements since Dorsey, who also served as CEO in 2008, returned on a permanent basis last week. On Tuesday, Twitter said it will lay off about 8 percent of its workforce and on Wednesday, it hired Google Inc executive Omid Kordestani as executive chairman.
FBN Securities analyst Shebly Seyrafi said Ballmer’s stake could be indicative of widespread confidence in Dorsey and his strategy.
Source-http://www.thegurureview.net/aroundnet-category/steve-ballmer-believes-in-twitter.html
Is AMD Losing Top Scientist To nVidia?
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AMD is reeling after the high profile exit of one its top CPU brains Phil to rival Nvidia.
The outfit has been going through hell lately. Last month AMD ace CPU architect Jim Keller stepped away from the company after completing his work on Zen.
Rogers was one of AMD’s high-ranking technology and engineering corporate fellows, and been responsible for helping to develop the software ecosystem behind AMD’s heterogeneous computing products and the Heterogeneous System Architecture.
He was a public figure for AMD and active on the software development and evangelism side, frequently presenting the latest HSA tech and announcements for AMD at keynotes and conferences.
While he is not the only person working on the software side of HSA at AMD, Rogers’ role in its development is important. Rogers was a major contributor to the HSA Foundation, helping to initially found it in 2012. He served as the Foundation’s president until he left AMD.
It seems his defection was kept secret, and took place sometime this quarter and did not manage to leak.
According to his LinkedIn profile Phil Rogers is now Nvidia’s “Chief Software Architect – Compute Server” which is similar to what he was doing over at AMD. Nvidia is not a member of the HSA Foundation, but they are currently gearing up for the launch of the Pascal GPU family, which has some features that overlap well with Phil Rogers’ expertise.
Pascal’s NVLink CPU & GPU interconnect would allow tightly coupled heterogonous computing similar to what AMD has been working on. It makes a fair bit of sense for Nvidia to bring over a heterogeneous compute specialist makes a great deal of sense.
Rogers’ departure from AMD will have to be mentioned on the earnings call on the 15th. AMD’s Gregory Stoner will probably replace him. Stoner is AMD’s current Senior Director of Compute Solutions Technology and long-time Vice President of the HSA Foundation.
Source-http://www.thegurureview.net/computing-category/is-amd-losing-top-scientist-to-nvidia.html
Is Canon Betting Its Future On IoT?
Canon has announced that it is joining the raft of technology companies attempting to take on the Internet of Things (IoT) through what it is calling the ‘Imaging of Things’.
Speaking at the firm’s EXPO 2015 event in Paris on Tuesday, Canon CEO Fujio Mitarai talked up the firm’s global vision for the future as the IoT becomes more pervasive.
“Canon is showing how the world of imaging is expanding rapidly in the age of the IoT,” said Mitarai.
“In the future nearly everything will be connected through smart devices. These rely on built-in cameras or sensors and the data they generate. As a result, Canon predicts that the IoT will largely depend on the ‘Imaging of Things’.”
To take on this future, Mitarai plans to overhaul Canon’s business structure to build a network of smaller Canon companies and thus create an “ecosystem of innovation”.
The CEO said that these companies have been designed to “harness innovation and creative talents from across the regions”, and will include more investment in what Canon does but on a more local level in different regions across the world, as opposed to all of the innovation being created in Tokyo, as it is at the moment.
This will allow “regional independence and international collaboration [to be] put into practice”, Mitarai said.
In this new “network of companies”, Mitarai explained that each regional headquarters will manage local R&D and manufacturing, as well as service and support customised to its market.
In Europe, the smaller Canon companies will focus on printing and network video surveillance, and the firm has already brought in specialists in these business areas such as Océ, Axis and Milestone Systems.
Mitarai said that, along with its global reputation for cameras, this will make Canon the largest printing and network video surveillance company in the world.
On a B2B level, the move is also about helping other firms build new competitive advantages and improve services for their own customers.
“We are changing our own operation model and go to market structure to build more expertise in these areas and connect with our customers,” said Jeppe Frandsen, head of the Production Printing Group at Canon Europe.
“Our customers are changing so we are now looking at a way customers are changing to what their customers want – new ways to do business together.”
Canon’s EXPO 2015 event was also an opportunity for the company to show off many of the latest projects from its R&D centre in Tokyo for the first time in Europe.
These tie in with the firm’s new focus as it launches smaller companies in more regional areas, and include a range of innovative practices such as responding to society’s monitoring needs, 3D printing as part of a partnership with 3D Systems in Europe, and graphic arts via investment in digital print technologies.
Source-http://www.thegurureview.net/technology-2/is-canon-betting-its-future-on-iot.html
IBM and Intel Going GoFlo SOI
Soitec’s CEO and board chairman has raised an eyebrow or two when he said that the iPhone 6s has multiple RF chips built on silicon-on-insulator (SOI) substrates and that Intel and IBM are using the tech for their silicon photonics push.
According to EETimes Paul Boudre, who claimed that SOI is already being used by Apple and Intel even though neither company is broadcasting it. SOI appears to be on track to major market penetration even while the rest of the industry is talking FinFETs.
GlobalFoundries general manager Rutger Wijburg told the SEMICON Europa 2015 that his outfit’s 22-nanometer “22FDX” SOI platform delivers FinFET-like performance but at a much lower power point and at a cost comparable to 28-nanometer planar technologies.
The 300-millimeter $250 million FD-SOI foundry here in the “Silicon Saxony” area of Germany, builds on 20 years of GlobalFoundries’ investments in Europe’s largest semiconductor fabs.
GlobalFoundries said it will extend Moore’s Law by using fully-deleted silicon-on-insulator (FD-SOI) transistors on wafers bought from Soitec.
Many had thought that if GloFlo’s FD-SOI gamble paid off then it would be a while before FinFET would have a serious rival. But Boudre’s claims suggests that SOI is already being used.
Customers like Intel and OEMs supplying fully-deleted silicon-on-insulator (FD-SOI) RF transistors to Apple proves that SOI and Soitec are past the cusp of the growth curve, destined to ramp up exponentially.
The problem for Soitec is no one is really talking about it. Chipzilla is committed to the FinFET, because it is higher performance than FD-SOI, even though it is higher power too.
Boudre said that it was supplying SOI wafers to Intel for other applications that don’t require high-performance. For instance, our wafers are very good for their silicon photonics projects.
Apple is already using SOI for several radio frequency (RF) chips in their front-ends, because they use 20-times less power. The iPhone is still using gallium arsenide (GaAs) for its power amplifier (PA) because it needs the high-power device for good connections, but for other RF front-end chips, and in fact for all the chips that they want to keep “always on,” the lower power consumption of FD-SOI is pushing the smartphone makers to Soitec, Boudre said.
SOI wafers cost three-times as much as bulk silicon but the cost per die is less because of the simplified processing steps including fewer masks.
Normally GPS chips run on 0.8 volts and consume over 20 milliamps, so they must be turned off most of the time. But when they are made with SOI wafers, they can run on 0.4 volts and consume only 1 milliamp. The mobile device to leave them on all the time and new and more accurate location sensing and new kinds of location-based applications can be developed.
What is amusing then is that Intel’s reason for going with FinFETs was that SOI wafers were too expensive but it did find a use for it.
GlobalFoundries’ Saxony fab will offer four varieties of its 22FDX process.
FDX-ulp for the mainstream and low-cost smartphone market. This will use body-biasing to beat FinFETs on power, but equal them in performance.
FDX-uhp for networking applications using analogue integration to match FinFETs while minimizing energy consumption
FDX-ull for ultra-low power required by wearables and Internet of Things applications. This will have a 1 picoamp per micron leakage
DDX-rfa for radio frequency (RF) analogue applications delivering 50 percent lower power and reduced system costs for LTE-A cellular transceivers, high-order multiple-input/multiple-output (MIMO) WiFi combo chips and millimeter wave radar.
Courtesy-http://www.thegurureview.net/computing-category/ibm-and-intel-going-goflo-soi.html
Qualcomm Goes LTE For Microsoft
Qualcomm has continued its friendship with Microsoft by extending its latest LTE-Advanced modem, the X12, to Windows 10 notebooks and tablets.
The chipmaker was the only major chip provider to optimize its architecture for Windows Phone, and Microsoft’s Lumia devices, which run on Snapdragon 808 and 810 chips.
The Windows 10 devices which come to market later this year will have the option to integrate cellular connectivity with the X12, X7 or X5 LTE modems, which support the Microsoft operating system’s native Mobile Broadband Interface Model (MBIM).
Qualcomm said this would give business users, in particular, a similar experience on their large-screened devices as on their smartphones, giving the particular examples of location-based services and security driving LTE usage on PCs and tablets.
Integrated cellular connectivity has not been so important for notebook users, outside of a few scenarios such as WiFi-less trains, most wireless access from notebooks, and even tablets, is over a WLAN.
Qualcomm makes WiFi chips for portable devices but it does not have such a big market share. Working with Microsoft means it could have a higher presence and a far better chance of delivering mass sales. The Surface Pro and its new Surface Book, is getting good reviews and might even be popular.
Courtesy-http://www.thegurureview.net/computing-category/qualcomm-goes-lte-for-microsoft.html
Can Sumsung Compete With Intel?
Samsung is not doing that well in smartphones. To be fair, no one is, but Samsung has the ability to become something much more interesting – it could replace AMD as Intel’s rival.
Actually AMD is pretty cheap right now and if it was not for the pesky arrangement that prevents AMD’s buyer getting its x86 technology then it would have been snapped up a while ago. But with, or without AMD, Samsung could still make a good fist of chipmaking if it put its mind to it. At the moment its chipmaking efforts are one of the better things on its balance sheet.
Its high-margin semiconductor business is more than making up for the shortfall in smartphones. Selling chips to rivals would be more lucrative if they were not spinning their own mobile business. The products it have are worth $11.7 billion this year, more than half the company’s total.
Growing demand for chips and thin-film displays is probably the main reason that Samsung now expects operating profit to have reached $6.3 billion. After applying Samsung’s 16 percent corporate tax rate, its chip division is likely to bring in net income of slightly less than $10 billion.
To put this figure into perspective Intel expects to earn $10.5 billion in this year. Samsung is also sitting on a $48 billion net cash pile. Samsung could see its handset and consumer electronics business as a sideline and just focus on bumping off Intel.
The two sides of such a war would be fascinating. Intel has its roots in the PC chip market which is still suffering while Samsung is based in the mobile chip market which is growing. Intel has had no luck crossing into the mobile market, but Samsung could start looking at server and PC chips.
AMD is still dying and unable to offer Intel any challenge but there is a large market for those PC users who do not want to buy Intel. What Samsung should have done is use its huge cash pile to buy its way into the PC market. It might have done so with the IBM tech which went to Lenovo. It is still not out of the running on that front. Lenovo might be happy to sell IBM tech to Samsung.
Another scenario is that it might try to buy an x86 licence from Intel. With AMD dying, Intel is sitting on a huge monopoly for PC technology. It is only a matter of time before an anti-trust suit appears. Intel might think it is worthwhile to get a reliable rival to stop those allegations taking place. Samsung would be a dangerous rival, but it would take a while before it got itself established. Intel might do well to consider it. Of course Samsung might buy AMD which could sweeten that deal for Intel.
Samsung could try adapting its mobile chip technology for the PC/server market – it has the money to do it. Then it has a huge job marketing itself as the new Intel.
Source-http://www.thegurureview.net/computing-category/can-samsung-compete-with-intel-in-the-x86-chip-space.html
IBM Makes Carbon Nanotube Breakthrough
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IBM’S research and development department has announced “a major engineering breakthrough” in transistor technology that could transform the mobile device space as we know it, especially wearables.
IBM scientists demonstrated a new way to shrink transistor contacts in chips, thus speeding up the replacing of silicon transistors with carbon nanotubes which the firm has been working on for several years.
The company said that the breakthrough brings it closer to creating fully scaled carbon nanotube technology that will power future computing technologies while increasing performance and “opening a pathway to dramatically faster, smaller and more powerful chips”.
Carbon nanotube chips have many benefits over traditional silicon. Transistors in silicon are approaching a point of physical limitation. They have been made smaller year after year, but shrinking the size of the transistor, including the channels and contacts, without compromising performance is becoming increasingly difficult.
Carbon nanotube chips could improve the capabilities of high-performance computers because they allow these contacts to be so small that they are virtually transparent.
This means that the size of the semiconductor can decrease dramatically, while the substrate of carbon nanotubes makes the chip more energy efficient and is a soft and flexible material that could allow new device form factors.
Shu-jen Han, IBM’s manager of nanoscale science and technology, told us in an interview that wearable technology is one of the most exciting areas that this technology could transform owing to the unique property of the substrate, allowing new form factors with better performance and battery life.
However, the breakthrough isn’t about the carbon nanotube material being a better replacement for silicon, but more of an engineering innovation that addresses part of the problem in successfully rolling out better performing and more efficient chips.
“We know what the issue has been, and the limits of the technology, for years. What we solved here is a device-level issue, a one-dimensional structure. We need to make a wafer of them, a high-quality wafer, which does not exist yet,” Shu-jen said.
The next stage for IBM’s research group is to scale up the carbon nanotube technology to make reliable mass produced chips before they can make a difference to businesses and consumers.
Shu-jen said this could take five to 10 years, but could enable big data to be analysed faster and allow cloud data centres to deliver services more efficiently and economically.
Source-http://www.thegurureview.net/computing-category/ibm-makes-carbon-nanotube-breakthrough.html
Can IBM Beat Moore’s Law?
Big Blue Researchers have discovered a way to replace silicon semiconductors with carbon nanotube transistors and think that the development will push the industry past Moore’s law limits.
IBM said its researchers successfully shrunk transistor contacts in a way that didn’t limit the power of carbon nanotube devices. The chips could be smaller and faster and significantly surpass what’s possible with today’s silicon semiconductors.
The chips are made from carbon nanotubes consist of single atomic sheets of carbon in rolled-up tubes. This means that high-performance computers may well be capable of analysing big data faster, and battery life and the power of mobile and connected devices will be better. The advance may enable cloud-based data centres to provide more efficient services, IBM claims.
Moore’s law, which has for years governed the ability of the semiconductor industry to double the processing power of chips every 24 months is starting to reach the limits of physics when it comes to doubling the power of silicon chips. This could mean a slowing of significant computing performance boosts unless someone comes up with something fast.
IBM researchers claim to have proved that carbon nanotube transistors can work as switches at widths of 10,000 times thinner than a human hair, and less than half the size of the most advanced silicon technology.
The latest research has overcome “the other major hurdle in incorporating carbon nanotubes into semiconductor devices which could result in smaller chips with greater performance and lower power consumption,” IBM said.
Electrons found in carbon transistors move more efficiently than those that are silicon-based, even as the extremely thin bodies of carbon nanotubes offer more advantages at the atomic scale, IBM says.
The new research is jump-starting the move to a post-silicon future, and paying off on $3 billion in chip research and development investment IBM announced in 2014.
Source-http://www.thegurureview.net/computing-category/can-ibm-beat-moores-law.html
Microsoft, Google Cease Fire In Global Patent Deal
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Microsoft has been pursuing a more collaborative approach under CEO Satya Nadella, engaging longtime rivals like Salesforce, VMware and Apple. There hasn’t been much love between Microsoft and Google, but an announcement on Wednesday points towards an easing of those tensions.
Google and Microsoft have reached a broad agreement on patent matters, with a legal settlement ending some 20 lawsuits between the companies in the U.S. and Germany. Financial terms weren’t disclosed, but the deal brings a laundry list of lawsuits to a close.
“Microsoft and Google are pleased to announce an agreement on patent issues,” they said in a joint statement. “As part of the agreement, the companies will dismiss all pending patent infringement litigation between them, including cases related to Motorola Mobility.”
They also agreed to collaborate on patent matters and work together “to benefit our customers.”
The suits that have been settled include those related to mobile phones, video encoding and Wi-Fi technologies. That doesn’t mean Microsoft has given up its campaign to collect royalties from Android device makers for the mobile operating system’s alleged infringement of Microsoft patents.
It’s not clear from the statement what patent matters the companies will be working on together in the future, but changes have already begun. The two companies agreed earlier this month to work together (alongside other firms like Netflix and Mozilla) on a royalty-free video codec.
It remains to be seen if the settlement will lead to more work between Microsoft and Google in other areas. A major sticking point for consumers has been the lack of a Google-made YouTube app for smartphones and tablets running Windows.
Source-http://www.thegurureview.net/aroundnet-category/microsoft-google-cease-fire-in-global-patent-deal.html