Inotera chairman Charles Kau said that it was unclear if DRAM prices will stop falling and rebound in the third quarter.
Inotera on May 11 signed a $508 million five-year syndicated loan agreement with a consortium of local banks in Taiwan in the hope of getting a bit of flexibility until things pick up.
The outfit was not thinking of flogging any of the family silver, but plans to start distributing dividends to shareholders in 2016, Kau noted.
In 2014, non-PC DRAM products accounted for 60 per cent of Inotera’s total revenues. The company will continue to improve its product mix in 2015, while making progress in the transition to 20nm process technology.
Kau told Digitimes that Inotera http://www.digitimes.com/news/a20150512PD219.html plans to have 80 per cent of its total production capacity to be built using a newer 20nm node by the end of 2015.
Meanwhile it is not planning any big capital expenditure, he said.
Flash drives in mobile devices are set to become faster and secure thanks to a new standard signed off by the JEDEC Solid State Technology Association.
eMMC version 5.1, will allow for a new mobile storage that will provide faster access. Flash drives based on eMMC 5.1 can handle 4K streaming and more data-intensive tasks.
Samsung has started making 64GB, 32GB and 16GB drives based on the new standard and is shipping units to customers, but has not said whether those drives will be used in the Galaxy S6 smartphone, which will be announced early next month at the Mobile World Congress trade show.
Samsung’s 64GB eMMC 5.1 has a random read performance of 11,000 IOPS (input/output operations per second) and write performance of 13,000 IOPS, compared to a rough performance of 7,000 IOPS for 64GB drives based on the previous eMMC 5.0 standard.
The speed improvements comes through some cache and data-streaming improvements.
There is also something called Secure Write Protection ensures only specific entities are able to access files and lock or unlock storage.
he WiGig standard has been around since 2009, but we haven’t really seen it hitting that many retail devices. Back at IDF 2014, Intel demonstrated WiGig 802.11ad video, peripherals, 4K video transfer and it promised that Skylake based laptops will come out of the box with the technology.
WiGig will let you transfer up to 7Gbpps of audio, video or data via 2.4, 5 or 6GHz bands and is as fast as eight-antenna 802.11ac and nearly 50 times faster than highest 802.11n rate. It is backward compatible with WiFi standards, but due to its high frequency it is limited to short distances, usually up to 10 meters, cannot really penetrate walls but it can propagate by reflecting off of walls, ceilings or objects using beam forming.
Now Qualcomm showcased this technology for the first time and promised it inside Snapdragon 810 based devices. Qualcomm demonstrated peer-to-peer connection and transfer of 4K video between two 20nm Snapdragon 810 based tablets. One of the tablets was the sync side and it was connected directly to a 4K TV and it was clear that you could play a content from one tablet and sync it to the second one.
WiGig’s 7Gbps translates to 875MB per second in the best case scenario. The Qualcomm demo shows a Plutonium MSM8994 based tablet hitting up to 187MB a second (1.5 Gbit per second) available for data transfer, with 4K multi-device streaming on the side. WiGig can possibly get to external storage, enabling faster NAS systems, future peripherals such as keyboard and mouse and on a longer run it can completely eliminate the necessity for docking stations. It will take some time but this is the grand idea.
It remains to be seen when we will be able to buy first Snapdragon 810 device with 802.11ad WiGig abilities. Qualcomm mentioned 2015 a number of times, but there’s nothing more specific than that. A potential problem for this standard might be the speed of flash storage that is used in tablets and phones today. According to Androbench, the HTC One M8 can sequentially read 92.29 MB/s, sequentially write only 17 MB/s, while Nvidia’s Shield tablet can sequentially read 67.75 MB/s, and write only 14.09 MB/s.
The performance gets even less impressive with smaller files, but with numbers we are getting from latest 2014 devices, the flash has to increase speed up to 10 times in order to be ready to write files at 150MB. For theoretical maximum of ridiculously fast 875 MB/s we need about 50 times faster memory that the 14-17MB/s write speed available in the current generation of high end mobile devices.
SK Hynix President Kim Joon-ho told analysts that the problem was a change in product mix and a transition to more complex production technology will crimp third-quarter shipments growth for the key DRAM business. Analysts are concerned that DRAM shipments growth will be increasingly limited in the latter half of the year, given the technology migration issues, which would lead to slower top-line growth. But Hong said such concerns were overblown, as limited shipments growth would help keep supply tight and support chip prices.
Hynix posted an operating profit of $1.07 billion for the April-June period which is not to be sneezed at. But that result was 2.7 percent below the same quarter a year earlier. The other problem is the rise in the value of the won, which toll on revenue, which fell 0.2 percent compared with the previous corresponding period. The currency on average gained more than 9 percent against the dollar during the April-June quarter from a year ago.
President Kim said growth in shipments of DRAM chips, mainly used in personal computers and servers, would slow to a mid-single-digit percent rate in the third quarter, from 13 percent in the April-June period. Shipments of NAND chips, typically used in mobile devices, would slow to a high 20 percent rate from 54 percent.
He said that DRAM market trends will remain favorable due to better-than-expected demand for personal computers as well as data centre-related server demand.
“The launch of new mobile products by major companies and the development of LTE-related demand in China will likely keep demand-side conditions firm,” he added.
Analysts played down concerns of a supply glut arising from the company’s plans for capital investment in the second half of 2015, and expected short-term earnings to remain firm.
ZTE, which trails nearby rival Huawei Technologies Co Ltd in selling both smartphones and telecoms equipment, wants more share of the fat profit margins promised by sales of high-end phones in the United States.
But the company needs to first work on its image. Its mainstay telecom equipment business was essentially shut out of the U.S. and other markets after government officials flagged security concerns about Chinese-made equipment.
ZTE targets a U.S. market share of 10 percent by 2017 from 6 percent in 2013, Lv Qianhao, global marketing director of mobile devices, told Reuters at a company event on Thursday.
That would place it a distant third behind Apple Inc with 41 percent and Samsung Electronics Co Ltd with 26 percent, according to September-November data from researcher comScore.
To that end, ZTE will increase its U.S. marketing budget by at least 120 percent this year from last, Lv said without elaborating. Like other Chinese handset makers, ZTE is grappling with low brand awareness in the world’s second-largest smartphone market and perceptions of inferior quality.
Samsung Electronics, which earns around two-thirds of its operating profit from its mobile division, spent $597 million on marketing in the United States in 2012, according to researcher AdAge.
Last year, ZTE signed a deal with the Houston Rockets basketball team and released a Rockets-branded phone.
“We want young U.S. consumers to participate in our marketing activities, so we will have more NBA (National Basketball Association) stores and channels that sell our products,” Lv said.
Globally, ZTE aims to ship around 60 million smartphones this year compared with about 40 million smartphones last year, said Senior Vice President Zhang Renjun.
The company sees much of that growth in developed markets – including Russia and China- which accounted for 68 percent of mobile device revenue last year compared with 35 percent in 2007, said Lv.
ZTE’s mobile device business sells feature phones as well as smartphones. It was the fifth-biggest mobile phone vendor in July-September, according to researcher Gartner, though it fell out of the top five smartphone sellers list in the same period.
ZTE expects to have swung to a profit for last year having booked its first-ever loss as a public company in 2012.
It based its turnaround on cutting costs, signing fewer low-margin contracts, and winning contracts to build fourth generation telecommunication networks.
The company expects global investment in 4G to reach $100 billion this year, Zhang said.
A modern phone with 2GB of memory works just fine and since all Android chips and the OS itself support 32-bit mode only, it doesn’t makes much sense to jump over 3.5GB anytime soon.
Still, 64-bit support for Android might be coming after all and Samsung has a solution for people who want more than 3GB on their phone. Samsung has announced the first 8 gigabit (Gb) 4GB RAM module based on low power double data rate 4 (LPDDR4 memory).
It is a 20nm chip and has the lowest energy consumption and higher density to date. Four 8Gb dies combine to offer a single 4GB module we should see them in smartphones and tablets in the near future.
With 3.1 Gbps bandwidth the new LPDDR4 can deliver a 50 percent speed boost over the existing DDR3 and LPDDR3 based chips. Samsung also claims that LPDDR4 will enable a data transfer rate per pin of 3,200 megabits per second (Mbps), which is twice that of the 20nm-class LPDDR3 DRAM.
The Samsung claims that the chip needs 1.1 volts which is 40 percent less than what you would need for 20nm DDR3 chips and mass production starts in 2014.
It is not known when we can expect to see phones and tablets based on LPDDR4 anytime soon, but a dreamer can hope that phones such as Samsung Galaxy S5 might end up using one. After all this should be the next big thing, at least this is what Samsung wants you to believe.
You have seen that many companies that were selling SSD drives are slowly moving away from retail and etail consumer sales. Patriot and OCZ are among them and one of the key reasons is that Samsung has insanely attractive prices that are hard to fight.
Currently Samsung’s SSD 840 EVO series 250GB sells for about $2000, while Amazon in the US is selling the same drive for $177.99. The 120GB version in EU sells for €89.90 while US shops sell it for $99.99. Samsung offers a 500 GB SSD for $339.99 and at Newegg Mushkin, OCZ and similar priced or slightly cheaper but for 480GB drives. Toshiba Q series are the cheapest in this category with $319.99.
These are not the fastest or the cheapest drives on the market, but they are some of the most affordable per gigabyte and they offer quite good performance. In addition, consumers simply trust the Samsung brand and many of them are buying Samsung drives thanks to brand recognition, putting a lot of pressure on the smaller players. Just as it happened with the RAM memory market, profit margins on SSD drives went so low that you need to sell huge quantities to support your business model.
This is simply not a viable option for smaller players.
Samsung has its own chip production, has its own notebooks to put your drives in and it apparently is doing well in the market. Event close competitors are confirming that Samsung puts a lot of price pressure on everyone else. It sort of helps if you have your own NAND chip fabs.
Hardkernel’s Odroid XU board has incorporated Samsung’s eight-core Exynos 5 Octa 5410 chip, which is based on ARM’s latest processor designs. Samsung recently announced a new eight-core chip, the Exynos 5 Octa 5420, which packs faster graphics and application processing than the 5410. The 5420 has not yet been shipped yet, however.
The Odroid board is priced at $149 through Aug. 31, after which it will be offered for $169. Samsung for many months has said that a board with an eight-core chip would be released, and has shown prototype developer boards at conferences.
Odroid-XU will provide developers an opportunity to write programs tuned for Samsung’s octa-core chip, which has been a source of controversy. Analysts have said the eight-core design is overkill for small devices like smartphones and tablets, which need long battery life.
The eight-core chip design also takes up a lot of space, which prevented Samsung from putting LTE radios inside some Galaxy S4 models. Qualcomm, which hesitantly moved from the dual core to the quad-core design on its Snapdragon chips, on Friday criticized eight-core chips, calling the idea “dumb.”
Despite the criticism, the board will give developers a first true glimpse of, and an opportunity to write and test applications for, ARM’s Big.Little design. The design combines high-power cores for demanding applications with low-power cores for mundane tasks like texting and calling.
Samsung’s iteration of Big.Little in the Exynos 5 Octa 5410 chip combines four processors based on ARM’s latest Cortex-A15 processor design, which incorporates four low-power Cortex-A7 CPUs. The Cortex-A15 is ARM’s latest processor design and succeeds the previous Cortex-A9 core, which was used in popular smartphones like Apple’s iPhone and the Galaxy S3. Samsung said the eight-core chip provides a balance of power and performance, with the high-power cores kicking in only when necessary.
The board has an Imagination Technologies PowerVR SGX544MP3 graphics processor, 2GB of low-power DDR3 DRAM, two USB 3.0 ports and four USB 2.0 ports. Other features include Wi-Fi, Ethernet and optional Bluetooth. Google’s Android 4.2 operating system is preloaded, and support for other Linux distributions like Ubuntu is expected soon. The board has already been benchmarked on Ubuntu 13.04.
An increasing number of Android phones are infected with mobile malware programs that are capable of turning the handsets into spying devices, according to a report from Kindsight Security Labs, a subsidiary of telecommunications equipment vendor Alcatel-Lucent.
The vast majority of mobile devices infected with malware are running the Android operating system and a third of the top 20 malware threats for Android by infection rate fall into the spyware category, Kindsight said in a report released Tuesday that covers the second quarter of 2013.
The Alcatel-Lucent subsidiary sells security appliances to ISPs (Internet service providers) and mobile network operators that can identify known malware threats and infected devices by analyzing the network traffic.
Data collected from its product deployments allows the company to compile statistics about how many devices connected to mobile or broadband networks are infected with malware and determine what are the most commonly detected threats.
The malware infection rate for devices connected to mobile networks is fairly low, averaging at 0.52%, Kindsight said in its report. These infected devices include mobile phones as well as Windows laptops that use a mobile connection through a phone, a 3G USB modem or a mobile hotspot device.
In January the number of infected mobile phones accounted for slightly more than 30% of all infected devices connected to mobile networks, but by June they grew to more than 50%.
The vast majority of infected mobile phones run Android. Those running BlackBerry, iOS and other operating systems represent less than 1% of infected mobile devices, Kindsight said.
When calculated separately, on average more than 1% of Android devices on mobile networks are infected with malware, Kindsight said in its report.
The malware threat most commonly seen on Android devices was an adware Trojan program called Uapush.A that sends SMS messages and steals information, Kindsight said. Uapush.A was responsible for around 53% of the total number of infections detected on Android devices.
Judging from the number of people engrossed in activities with their smartphones on the sidewalk, in their cars and in public places, mobile seems to have stolen our attention away from the wired Internet and traditional TV.
However, there is a ways to go before mobile platforms become the primary place where consumers turn for entertainment and getting things done, players at CTIA Wireless trade show said.
Nokia Siemens Networks announced new capabilities in its network software to make video streams run more smoothly over mobile networks. Among other things, the enhancements can reduce video stalling by 90 percent, according to the company. But even Sandro Tavares, head of marketing for NSN’s Mobile Core business, sees “mobile-first” viewing habits as part of the future.
“Now that the networks are providing a better capacity, a better experience with mobile broadband, mobile-first will come,” Tavares said. “Because the experiences they have with the devices are so good, these devices … start to be their preferred screen, their first screen.
“This is a trend, and this is something that will not change,” Tavares said. But he thinks it’s too early to build networks assuming consumers will turn to tablets and phones as their primary sources of entertainment. “Do you have to be prepared for mobile-first now? Probably not. You have to be able to keep the pace.”
For AT&T, mobile-first is a top priority for its own internal apps, ensuring employees can do their jobs wherever they are, said Kris Rinne, the carrier’s senior vice president of network technologies. But to make it possible over the network, a range of new technologies and relationships may have to come together, she said.
For example, giving the best possible performance for streaming video and other uses of mobile may require steering traffic to the right network if both cellular and Wi-Fi are available. AT&T is developing an “intelligent network selection” capability to do this, Rinne said. When AT&T starts to deliver voice over LTE, it will stay on the cellular network — at least in the early days — because the carrier has more control over quality of service on that system, she said.
Other issues raised by mobile-first include security of packets going over the air and rights for content that subscribers are consuming primarily on mobile devices instead of through TV and other traditional channels, Rinne said.