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ARM Seeing Growth
ARM and Vivante have achieved significant market share gains in the system-on-chip (SoC) GPU market while Imagination and Qualcomm have seen their market shares fall.
ARM has been aggressively pushing its Mali GPU design for the last two years, while Vivante has ridden the surge in Chinese tablet sales, and these factors have resulted in both firms increasing market shares. Analyst outfit Jon Peddie Research claimed that ARM and Vivante scored first half 2012 SoC GPU market shares of 12.9 percent and 9.8 percent, respectively, while the SoC GPU market share leaders Imagination and Qualcomm both suffered declines.
ARM more than doubled its market share from the same period a year ago while Vivante went even better by almost quadrupling its market share. Not only were both firms claiming large pieces of the pie, Jon Peddie Research claimed the SoC GPU market had increased by 91.3 percent, suggesting that Qualcomm and Imagination are having a harder time getting new business. Jon Peddie told The INQUIRER that new vendors are entering the market, typically with lower prices to earn customers.
Nvidia’s SoC GPU operations accounted for 2.5 percent of the total smartphone and tablet market, which given that the firm doesn’t license out its GPU designs is pretty impressive. Nvidia could see its market share increase if Microsoft’s Surface tablet sells well.
Is Apple Spying?
Apple, which was in all sorts of hot water when it was caught tracking its users, is up to its old tricks again.
Apple was slammed by privacy experts protested the use of a universal device identifier, or UDID, to track the online preferences of iPhone and iPad users. This made it a perfect target for hackers who broke into digital media firm Bluetoad and made off with close to a million device IDs.
It looks like Apple remains addicted to tracking its users. According to Naked Security iOS 6 has a new tracking system called IDFA, or identifier for advertisers. Like the UDID, the IDFA uniquely identifies your Apple device and any websites that you browse with your iPhone or iPad device can request the IDFA.
While UDID could be tracked to users the IDFA can’t be traced back to individuals, it merely links a pattern of online behaviour with a specific device. In other words, it knows all about you, just not your name.
Fortunately it can be disabled from within iOS, though Apple leaves it enabled, by default and hopes no one will notice. The IDFA acts like a persistent cookie on the phone: allowing advertisers to track user surfing behaviour on their phone and record interactions up to and including purchases or downloads.
Michael Oiknine, the CEO of mobile application analytics firm Apsalar said that IDFA offered many advantages over the discredited UDID. For a start the IDFA is reset when the device, itself, is reset. That will prevent user data from being corrupted when they sell or transfer their phone to a new owner, Oiknine said.
Cloud Storage Specs Approved
The International Organization for Standardization (ISO) has ratified the Cloud Data Management Interface (CDMI), a set of protocols defining how businesses can safely transport data between private and public clouds.
The Storage Networking Industry Association’s (SNIA) Cloud Storage Initiative Group submitted the standard for approval by the ISO last spring. CDMI is the first industry-developed open standard specifically for data storage as a service.
“There is strong demand for cloud computing standards and to see one of our most active consortia partners contribute this specification in such a timely fashion is very gratifying,” Karen Higginbottom, chairwoman of the ISO committee, said in a statement. “The standard will improve cloud interoperability.”
The CDMI specification is a way to create an interface for accessing data in the cloud by preserving metadata about information that an enterprise stores in the cloud. With metadata associated with the information, companies can retrieve data no matter where it’s stored.
“With the metadata piece, it’s also complementary with existing interfaces. The standard can be used with Amazon, for file or block data and it can use any number of storage protocols, such as NFS, CIFS or iSCSI,” said SNIA Chairman Wayne Adams.
Based on a RESTful HTTP protocol, CDMI provides both a data path and control path for cloud storage and standardizes a common interoperable format for securely moving data and its associated data requirements from cloud to cloud. The standard applies to public, private and hybrid deployment models for storage clouds.
Will ST Micro Break-up?
ST Microelectronics reportedly is considering breaking itself up in order to offload its system-on-chip (SoC) business.
ST Microelectronics has been losing sales as its traditional customers such as Nokia and Research in Motion struggle in the smartphone market, which has tended to favour chip vendors such as Qualcomm, Texas Instruments and Nvidia in recent years. Now Bloomberg is reporting that ST Microelectronics is considering breaking up to allow it to offload its SoC business and concentrate on the profitable analog business.
According to Bloomberg’s report the firm is mulling the division of the company into two distinct parts, the analog business and the digital business that designs chips for use in set-top boxes, televisions and smartphone handsets. ST Microelectronics’ analog business includes chips that end up in cars and white goods, areas where there is expected to be significant growth in the coming years.
ST Microelectronics moved quickly to try to put a lid on the report by denying “the existence of initiatives which can compromise the unity of the company”. Nevertheless, the firm’s stock price rose sharply on the rumour, suggesting that the market would welcome such a move and perhaps giving the firm’s board the incentive it needs to put through such a plan.
Did Huawei Steal From Cisco?
Huawei has replied to US rival Cisco after the networking firm made allegations about the Chinese company relating to a lawsuit between the two firms.
The case dates back to 2003 and relates to the alleged theft of source code by Huawei from Cisco for use in its networking products. The case was settled confidentially out of court.
Cisco complained about what it saw as a willful distortion of the facts of the case after Huawei’s chief representative in the US, Charles Ding, claimed the outcome was that Cisco stood down over its allegations.
In response, Cisco released excerpts from a report by an independent analyst that was used to form the basis of a settlement, which Cisco said proved Huawei had used its source code in its products.
However, in a statement sent to The INQUIRER, Huawei said it was “disappointed with the continued rhetoric from Cisco” and claimed there was no basis to its argument.
“With respect to the lawsuit which took place about 10 years ago, the fact is the court dismissed the case, upon a joint stipulation of the parties, after the neutral expert’s review. This shows Cisco’s present allegations have no merit,” it said.
Furthermore, the firm also said it didn’t believe Cisco had the right to report elements of the review.
“We don’t think Ding violated the agreement between Cisco and Huawei, which had a negotiated confidentiality provision in it,” it said. “Cisco’s general counsel’s selective and misleading cropping of a confidential report from the Neutral Expert may have violated that provision.”
Huawei added that it would consider releasing more information on the case, though, in an effort to paint a more complete picture of the case.
“However, since Cisco has put selected snippets into the public domain, the truth may require that more than carefully selected quotes be put in the public record. Huawei is exploring the best way to accomplish that goal,” it said.
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.
Windows 7 Infection Rate Soaring
Windows 7′s malware infection rate soared by as much as 182% this year, Microsoft said on Tuesday.
But even with that dramatic increase, Windows 7 remained two to three times less likely to fall to hacker attack than the aged Windows XP.
Data from Microsoft’s newest twice-yearly security report showed that in the second quarter of 2012, Windows 7 was between 33% and 182% more likely to be infected by malware than in the second quarter of 2011.
The infection rate for Windows RTM, or “release to manufacturing,” the original version launched in Oct. 2009, was 33% higher this year for the 32-bit edition (x86), 59% higher for the 64-bit (x64) OS.
Windows 7 Service Pack 1 (SP1) — the upgrade that shipped in Feb. 2011 — saw even larger infection increases: 172% for x86, 182% for x64.
Microsoft blamed several factors for the boost in successful malware attacks, including less savvy users.
“This may be caused in part by increasing acceptance and usage of the newest consumer version of Windows,” said Microsoft in its latest Security Intelligence Report. “Early adopters are often technology enthusiasts who have a higher level of technical expertise than the mainstream computing population. As the Windows 7 install base has grown, new users are likely to possess a lower degree of security awareness than the early adopters and be less aware of safe online practices.”
Will HP Be Broken Up?
HP has been urged by investment bank UBS to break itself up in order to boost its share price.
After years of mismanagement, HP’s stock price is far lower than it was during the heady dotcom bubble days when it pulled off one of the biggest mergers in recent years by buying Compaq. Now the firm’s stock price languishes around the $14 mark, a figure that could top $20 if HP were to break itself up, according to UBS.
UBS analysts including Steven Milunovich reported the firm could “realise greater value” by splitting itself up. The analysts added that each separate division of HP is big enough to stand on its own, claiming, “HP’s units are not minnows but rather they are whales packed into the same pond.”
HP spokesman Michael Thacker claimed the firm’s customers want a big HP, effectively allowing them to have one supplier for their IT needs, a message the firm has been playing up for a number of years now. Thacker said, “No matter how you look at it we are confident that HP is stronger together than apart. The company’s operations across business units are deeply integrated and our customers have told us that they want One HP.”
RIM’s PlayBook Tablet Pulled
October 16, 2012 by admin
Filed under Around The Net
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Models of Research in Motion’s PlayBook tablet have been yanked from online stores of some top retailers in the U.S. and Canada, a move one analyst said could mean that the company is gearing up for a successor tablet.
The PlayBook tablet is no longer listed on the online stores of consumer electronics retailers including Wal-Mart, Best Buy, RadioShack and Staples. The products are listed as being out of stock in Office Depot’s online store.
In the BlackBerry maker’s home country of Canada, only the 32GB model is available on the websites of retailers Futureshop and Best Buy Canada, at a discounted rate of C$149.99 ($153). The 16GB and 64GB PlayBook models are out of stock.
However, the tablets remain available on RIM’s own online store.
RIM did not respond to requests for comment.
The first PlayBook shipped in April 19, starting at $500 for a 16GB model, but has sold poorly since. PlayBook sales dropped to about 130,000 in RIM’s most recent fiscal quarter, which ended on Sept. 1.