It looks like 2017 will be a fun year. Qualcomm,  all of a sudden got support for Windows 10 on its mobile computing devices. This will enable new anytime, anywhere connected device form factors. What Qualcomm and Microsoft are trying to say is that you can expect some tablet/notebook devices powered by SoCs that aren’t coming from Intel nor AMD.

This will help the synergy between mobile devices and computers and may well be the right way to do the Windows “continuum” in the right way.

The Windows 10 devices powered by Snapdragon are expected to support all aspects of Microsoft’s latest operating system including Microsoft Office, Microsoft Edge browser, Windows 10 gaming titles like Crysis 2 and World of Tanks, Windows Hello, and touchscreen features like Windows Pen. Qualcomm Snapdragon powered devices are expected to support Universal Windows Platform (UWP) apps and Win32 apps through emulation, providing users with a wide selection of full featured applications. There is no label but most things should work, if not all of them.

This is definitely better than Windows RT, when Microsoft tried to develop Windows on ARM – a platform that simply confused the market as it would not run X86 applications. Now that problem is solved.

Terry Myerson, executive vice president of the Windows and Devices Group at Microsoft said:

“We are excited to bring Windows 10 to the ARM ecosystem with our partner, Qualcomm Technologies, We continue to look for ways to empower our customers to create wherever they are. Bringing Windows 10 to life with a range of thin, light, power-efficient and always-connected devices, powered by the Qualcomm Snapdragon platform, is the next step in delivering the innovations our customers love – touch, pen, Windows Hello, and more – anytime, anywhere.”

Cristiano Amon, executive vice president, Qualcomm Technologies, Inc. and president, QCT said:

“Qualcomm Snapdragon processors offer one of the world’s most advanced mobile computing features, including Gigabit LTE connectivity, advanced multimedia support, machine learning and superior hardware security features, all while supporting thin, fan-less designs and long battery life. “With full compatibility with the Windows 10 ecosystem, the Qualcomm Snapdragon platform is expected to support mobility to cloud computing and redefine how people will use their compute devices.”

The first devices running the full Windows 10 experience based on Snapdragon processors are expected to be commercially available in the second half of 2017. From what we understand, this cooperation will not only include Snapdragon 835 and it looks like that all  future chips might end up getting  support for Windows 10. We will have to wait until  the second half of next year to see which will be the first company to launch a device powered by Snapdragon.

It will be interesting to see if that incurs a performance penalty for emulating the applications written for X86 on ARM architecture as emulation always cost you some performance. But Qualcomm and Microsoft would not go to this venture if it wasn’t something they could generally contribute to. This announcement has just put a lot of fuel to a Snapdragon 835 powered Surface phone, or at least a Surface device at some point.

We have a feeling that that might be Microsoft itself of one of the big OEMs think Dell, HP, Lenovo kind of customers.

Courtesy-Fud

Snowy Owl has 16 cores and 32 threads, all based on 14nm FinFET Zen transistors. The processor supports up to 32MB of shared L3 cache. We also mentioned a processor cluster codenamed Zeppelin. This seems to be the key to the Zen architecture as more Zeppelin clusters are creating more core Opterons.

Each Zeppelin has eight Zen cores and each Zen core has 512KB dedicated L2 cache memory. Four Zen cores share 8MB of L3 memory making the total L3 cache size  16MB.  Zeppelin (ZP) comes with PCIe Gen 3, SATA 3, 10GbE, sever controller Hub, AMD secure processor as well as the DDR4 Memory controller. AMD is using a super-fast coherent interconnect to create more than one Zeppelin core.

One Zeppelin cluster would make an 8 core, 16 thread CPU with 4MB L2 and 16MB L3 cache and in our case product codenamed Snowy owl has 16 cores, 32 threads 8MB of L2 (512KB x 16) and 32MB L3 (4x8MB).

The Snowy Owl with 16 cores uses a SP4 Multi Chip Module (MCM) BGA socket, while the Naples uses MCM based SP3. These two are not pin compatible but 16 and 8 core Zen based Opterons will fit in the same socket.

Snowy Owl has four independent memory channels and up to 64 lanes of PCIe Gen3. When it comes to storage, it supports up to 16 SATA or NVME storage channels and 8x10GbE for some super-fast networking solutions.

As you see, there will be plenty of Zen based Opteron possibilities and most of them will start showing up by mid-2017.  The TDP Range for Snowy Owl is sub 100W and capable of sinking the TDP down to 35W. Yes, we do mean that there may well be a quad core Zen Opteron too.

Courtesy-Fud

Writing in a research report, Ing said that both GPU suppliers continue to benefit from strong core gaming plus emerging applications for new GPU processing.

However, AMD’s transition to the RX series from the R9 this month is proving smoother than Nvidia’s switch to Pascal architecture from Maxwell.

Nvidia is doing well from new GPU applications such as virtual reality and autonomous driving.

He said that pricing was holding despite a steady availability of SKUs from board manufacturers. Ing wrote that he expected a steeper ramp of RX availability compared to last year’s R9 launch, as the new architecture is lower-risk, given that HBM memory was implemented last year.

Ing upped his price target on Advanced Micro Devices stock to 5 from 4, and on Nvidia stock to 52 from 43. On the stock market today, AMD stock rose 0.9 per cent to 4.51. Nvidia climbed 0.2 per cent to 46.33.

Nvidia unveiled its new GeForce GTX 1080, using the Pascal architecture, on 27 May and while Maxwell inventory was running out, Nvidia customers were experiencing Pascal shortages.

“We would grow concerned if the present availability pattern persists in the coming weeks, which would imply supply issues/shortages,” Ing said.

Courtesy-Fud

Bristol Ridge and Stoney Ridge sound a little like locations in a Somerset version of Game of Thrones, but they both feature AMD’s Excavator x86 processor cores and Radeon R7 graphics, which AMD sees powering e-sports gaming on laptops.

Bristol Ridge is the more powerful of the two coming in 35W and 15W versions of AMD FX, A12 and A10 processors, offering up to 3.7GHz of processing power. The former two processors are paired with up to eight Graphics Core Next (GCN) cores in the R7 to provide a decent pool of graphics processing power.

Stoney Bridge offers less in the way of processor power, topping out at 3.5GHz, and versions include 15W A9, A6 and E2 processor configurations coupled with lower powered graphics accelerators.

AMD claimed that the new APUs offer a 50 per cent hike in performance over the previous generation Carrizo APUs. However, this rise is over APUs from the early part of Carrizo’s lifecycle, so performance gains over the most recent Carrizo APUs are likely to be 10 to 20 per cent.

AMD also said that its silicon is faster than rival chips from Intel, including the i3-6100U found in several ultraportable laptops.

Many of these tests are subjective and depend on how a hardware manufacture configures and sets up the APUs in a laptop or tablet, but AMD does have its graphics tech to draw on, such as the GCN architecture, which could give it the edge over Intel’s chips when it comes to pushing pixels.

The APUs will be aimed primarily at slim laptops that need low-power consumption chips, much like Intel’s Skylake line.

Bristol Ridge is currently available to end users only in the form of HP’s latest Envy laptop. But now that AMD has debuted the full range of the seventh-generation APUs we can expect to see them in other ultraportable machines before too long.

Courtesy-TheInq

Nvidia claims it was forced to wind down its cellular mobile broadband chipset business, including its Icera unit just four years after buying it, because of Qualcomm’s anti-trust antics.

Qualcomm’s alleged tactics led to “unexplained delays in customer orders, reductions in demand volumes and contracts never being entered into, even after a customer or mobile network cooperating with a prospective customer has agreed or expressed a strong intention to purchase” Nvidia’s chipsets, the company moaned.

The claim for cash comes as European Union regulators step up antitrust investigations into Qualcomm sales tactics that officials said thwarted other designers of mobile-phone chip technology. This could result in fines or an EU order forcing a company to change its behaviour.

The EU thinks Qualcomm may have charged below-cost fees for chips used in mobile Internet modems known as dongles from 2009 to 2011 to thwart smaller competitor Icera. Regulators are separately probing what they say are exclusivity payments Qualcomm paid to a phone and tablet manufacturer for using its designs.

Qualcomm is “confident” it would prevail in both the EU investigation and the lawsuit.

Nvidia is seeking a declaration from the judge that Qualcomm’s conduct was an abuse of a dominant position, compensation, and an account of the profits it says Qualcomm gained from unlawful conduct, according to the court filings.

Courtesy-Fud

Hexus spotted Yu Zheng, an R&D Manager at AMD Shanghai had listed the work on Project Greenland as a work experience highlight on his LinkedIn profile page. Greenland is described as “A leading chip of the first graphics IP v9.0 generation, it has full capacity of 4096 shader processor along with whole new SOC v15 architecture.”

The Graphics IP v9.0 designation is thought to signify a Vega GPU in the making. Zheng mentions this is an SOC, but then Hawaii and Fiji chips were described the same. Fiji is part of the graphics IP v8.0 family, as will be Polaris.

Vega following after Polaris, and designated as a ‘HMB2′ GPU by AMD, it looks like Vega based graphics cards will be the successors to the HBM equipped Fiji range such as the Radeon Fury and Nano. Fiju can manage 4096 stream processors,  but with an upgrade to HBM2, 14nm process and other optimisation it is estimated that a Greenland/Vega GPU based graphics cards will offer 20 to 30 per cent better performance.

So with Greenland/Vega sporting HBM2 memory Hexus thinks that Polaris packing graphics cards will therefore feature GDDR5/X memory.

Courtesy-Fud

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