Bernstein Research’s senior analyst Mark C. Newman said that the competitive dynamic in the memory chip industry is not as good as we thought due to Samsung’s aggressive and opportunistic behavior. This is analyst speak for Samsung is engaging in a supply and price war with the other big names in the memory chip marking business – SK hynix and Micron.

“Rather than sit back and enjoy elevated profit margins with a 40 percent market share in DRAMs, Samsung is intent on stretching their share to closer to 50 percent,” he said.

Newman said the company is gaining significant market share in the NAND sector.

“Although Samsung cares about profits, their actions have been opportunistic and more aggressive than we predicted at the expense of laggards particularly Micron Technology in DRAMs and SK hynix in NANDs,” he said.

SK hynix is expected to suffer. “In NAND, we see Samsung continuing to stretch their lead in 3D NAND, which will put continued pressure on the rest of the field. SK hynix is one of the two obvious losers.”

Newman said that Samsung’s antics have destroyed the “level of trust” among competitors, perhaps “permanently,” as demand has dropped drastically with PC sales growth down to high single digits in 2015 with this year shaping up to be the same.

“Sales of smartphones, the main savior to memory demand growth have also weakened considerably to single digit growth this year and servers with datacenters are not strong enough to absorb the excess, particularly in DRAM,” Newman said.

He is worried that Samsung could create an oversupply in the industry.

“The oversupply issue is if anything only getting worse, with higher than normal inventories now an even bigger worry. Although we were right about the shrink slowing, thus reducing supply growth, the flip side of this trend is that capital spending and R&D costs are soaring thus putting a dent in memory cost declines,” he said.

China’s potential entry into the market and new technologies will provide further worries “over the longer term.”

“Today’s oversupply situation would become infinitely worse if and when China’s XMC ramps up big amounts of capacity. New memory technologies such as 3D X-point, ReRAM and MRAM stand on the sidelines and threaten to cannibalize part of the mainstream memory market,” he said.

Courtesy-Fud

The FCC voted 3-2 last week to approve a notice of proposed rule-making, or NPRM, the first step toward passing new regulations, over the objections of the commission’s two Republicans.

The rules, which will now be released for public comment, require ISPs to get opt-in permission from customers if they want to use their personal information for most reasons besides marketing their own products.

Republican Commissioners Ajit Pai and Michael O’Rielly complained that the regulations target Internet service providers but not social networks, video providers and other online services.

“Ironically, selectively burdening ISPs, who are nascent competitors in online advertising, confers a windfall on those who are already winning,” Pai said. “The FCC targets ISPs, and only ISPs, for regulation.”

The proposed rules could prohibit some existing practices, including offering premium services in exchange for targeted advertising, that consumers have already agreed to, O’Rielly added. “The agency knows best and must save consumers from their poor privacy choices,” he said.

But the commission’s three Democrats argued that regulations are important because ISPs have an incredible window into their customers’ lives.

ISPs can collect a “treasure trove” of information about a customer, including location, websites visited, and shopping habits, said Commissioner Mignon Clyburn. “I want the ability to determine when and how my ISP uses my personal information.”

Broadband customers would be able to opt out of data collection for marketing and other communications-related services. For all other purposes, including most sharing of personal data with third parties, broadband providers would be required to get customers’ explicit opt-in permission.

The proposal would also require ISPs to notify customers about data breaches, and to notify those directly affected by a breach within 10 days of its discovery.

Courtesy- http://www.thegurureview.net/aroundnet-category/fcc-votes-to-tighten-broadband-providers-privacy-rules.html

The tear downs will start happening soon but our sources very close to the matter said with high certainly that all iPhone SE come with an updated Qualcomm modem.

Intel is still in the run but apparently Apple still felt confident to continue using Qualcomm even for this generation of the phone. A few analysts did suggested that iPhone 7 and beyond might get Intel LTE hardware, but not with iPhone SE.

Back in December, when we originally wrote that Intel got the iPhone SE deal, our sources did suggest that Apple can still change its mind if it doesn’t feel that Intel modem is ready. This might be the case, but in the future, we are quite confident that Apple will get a second LTE supplier at some point, just as it did with different manufacturing fabs.

Having two suppliers will drive the cost down, and for Apple every dollar or cent they save of components means millions more in its pocket. Apple claims “LTE up to 50 percent faster than iPhone 5s,” but it doesn’t give a real number. The iPhone 5S uses MDM9615 that was first introduced in 2011. This modem is at the technology range of Cat 4, X5 modem that Qualcomm ships in its entry level SoCs or as an external component.

We will have to wait for the first teardowns to appear as it is not easy to get to “ LTE up to 50 percent faster than iPhone 5s.” You would need a modem that is capable of 225 Mbps  and the next of potential candidates for the iPhone SE is the MDM 20nm 9×35. Qualcomm calls this modem X7 these days, it use to call it Gobi back in late 2014 and this is a Cat 6, 300 Mbit per second download and 50 Mbit per second upload capable chip.

The fact that Apple continues the exclusive deal with Qualcomm is bad news for Intel, but we are sure that the team blue will keep working on getting inside of iPhone.

Courtesy-Fud

This week smartwatch maker Pebble CEO Eric Migicovsky blamed VCs for not giving him all the money he needs and laid off a quarter of its workforce.

Only a few years ago, Pebble was the darling of the crowdfunding crowd, having raised over $30 million on Kickstarter. This was when Apple was rumoured to be making one and the Tame Apple Press was claiming they were going to be the next big thing,

When Migicovsky confirmed the layoffs. He implied that VCs are now less keen on funding the dream.

Now Apple, which was said to be the market leader of smartwatches, has dropped the price of the Apple Watch by $50. It is probably not going to upgrade the next one with any serious bells and whistles. It looks like the only people who bought one were Apple’s hard core of fanboys who buy everything that Jobs’ Mob makes regardless of whether they need it.

The IDC sees wearable devices reaching 110 million by the end of 2016 which should be 38.2 percent growth. But it seems that this is not enough.

Fitbit was initially championed as an industry leader but this year saw its stock has been battered in 2016. It appears that Smartwatches haven’t set the market alight. Pebble’s rivals are Apple, Samsung, Motorola, LG and others. It also does not have any other businesses to fall back on.

Courtesy-Fud

Groupon has built its business model on the use of IBM’s patents, according to the complaint filed Wednesday in the federal court for the District of Delaware. “Despite IBM’s repeated attempts to negotiate, Groupon refuses to take a license, but continues to use IBM’s property,” according to the computing giant, which is asking the court to order Groupon to halt further infringement and pay damages.

IBM alleges that websites under Groupon’s control and its mobile applications use the technology claimed by the patents-in-suit for online local commerce marketplaces to connect merchants to consumers by offering goods and services at a discount.

About a year ago, IBM filed a similar lawsuit around the same patents against online travel company Priceline and three subsidiaries.

To develop the Prodigy online service that IBM launched with partners in the 1980s, the inventors of U.S. patents 5,796,967 and 7,072,849 developed new methods for presenting applications and advertisements in an interactive service that would take advantage of the computing power of each user’s PC and reduce demand on host servers, such as those used by Prodigy, IBM said in its complaint against Groupon.

“The inventors recognized that if applications were structured to be comprised of ‘objects’ of data and program code capable of being processed by a user’s PC, the Prodigy system would be more efficient than conventional systems,” it added.

Groupon is also accused of infringing U.S. Patent No.5,961,601, which was developed to find a better way of preserving state information in Internet communications, such as between an online merchant and a customer, according to IBM. Online merchants can use the state information to keep track of a client’s product and service selections while the client is shopping and then use that information when the client decides to make a purchase, something that stateless Internet communications protocols like HTTP cannot offer, it added.

Source- http://www.thegurureview.net/aroundnet-category/ibm-files-patent-infringement-lawsuit-against-groupon.html 

While there have been cut-down Linux implementations before the increase in numbers of smart, connected devices has made something a little more specialized more important.

Zephyr is all about minimizing the power, space, and cost budgets of IoT hardware.
For example a cut down Linux needs 200KB of RAM and 1MB of flash, IoT end points, which will often be controlled by tiny microcontrollers.

Zephyr has a small footpoint “microkernel” and an even tinier “nanokernel.” All this enables it to be CPU architecture independent, run on as little as 10KB while being scalable.

It can still support a broad range of wireless and wired technologies and of course is entirely open saucy released under the Apache v2.0 License.

It works on Bluetooth, Bluetooth Low Energy, and IEEE 802.15.4 (6LoWPAN) at the moment and supports x86, ARM, and ARC architectures.

Courtesy-Fud

The Android fork, which adds conventional desktop features such as a taskbar, start menu and support for multiple windows, has been a huge hit, overshadowing the implementation of Android revealed in Google’s recent high-end tablet the Pixel C.

The initial build, as ever, is designed to fish for bugs and aid developers. A beta will follow in the coming weeks. The Alpha doesn’t contain Google Mobile Services apps such as the Play store and Gmail, but the finished version will. In the meantime, users can sideload the gApps package or go to the Amazon Web Store.

There may also be problems with some video codecs, but we’re told this is a licensing issue which will be resolved in the final version too. In the meantime, the first release is perfectly useable.

Compatibility with most Android apps is instant, but the user community can ‘upvote’ their favourites on the Remix OS site to flag what’s working best in each category.

The company has already released a small desktop machine of its own, called the Remix Mini, the world’s first fully functioning Android PC, priced at just $70 after a successful Kickstarter campaign. It has also developed a 2-in-1 ultrabook, the Remix Ultra, and has licensed Remix OS to several Far East tablet manufacturers.

In this new move, the company has teamed up with Android-x86, a group that has been working on an executable version of Android for computers since 2009, to launch a Remix OS installer which will allow existing hardware to become Remix OS powered, or as a partition on a dual-boot machine.

A third option is to store the OS on a USB stick, meaning that you can make any computer your own. This technique has already been popular through the Keepod programme which offers Android on a stick to countries without access to high-speed computers.

The advantages of Remix OS to the developing world are significant. Bench tests have shown that Remix OS works significantly faster than Windows, which will potentially breathe new life into older machines and make modern machines run at previously impossible speeds.

Remix OS was designed by three ex-Google engineers and includes access to the full Google Apps suite and the Google Play store.

David Ko, co-founder of Jide Technology, said: “Today’s public release of Remix OS, based on Android-x86, is something that we’ve been working towards since we founded Jide Technology in 2014.

“All of us are driven by the goal of making computing a more accessible experience, and this free, public release allows us to do this. We believe Remix OS is the natural evolution of Android and we’re proud to be at the forefront of this change.”

The public Alpha will be available to download from Jide and android-x86 from 12 January, and a beta update is expected swiftly afterwards. The INQUIRER has been using a Remix Mini for over a month now, and a full review of the operating system is coming soon.

Courtesy-TheInq

Researchers from FireEye found that the malicious component, nicknamed Kemoge, has been seeded inside what appear to be legitimate apps offered on third-party application stores.

“This is another malicious adware family, possibly written by Chinese developers or controlled by Chinese hackers, spreading on a global scale that represents a significant threat,” wrote Yulong Zhang, a staff research scientist with FireEye.

Whomever created Kemoge repackaged legitimate apps with the malware and then promoted them on websites and through in-app ads to persuade people to download them.

Zhang listed a dozed affected apps: Sex Cademy, Assistive Touch, Calculator, Kiss Browser, Smart Touch, Shareit, Privacy Lock, Easy Locker, 2048kg, Talking Tom 3, WiFi Enhancer and Light Browser.

Third-party apps stores are considered risky places to download Android apps, as hackers frequently upload malicious apps to them. Google performs a security check on apps in its Play store, although harmful ones occasionally sneak in.

Kemoge not only displays unwanted ads, but it’s also loaded with eight root exploits that target a wide range of Android devices, Zhang wrote. A successful attack using those exploits means an attacker would have complete control over the device.

Kemoge will collect a device’s IMEI (International Mobile Station Equipment Identity) and IMSI (International Mobile Subscriber Identity) numbers, information on storage and apps, and send the information to a remote server.

That command-and-control server was still running, Zhang wrote. An analysis of traffic exchanged between an infected device and the server showed Kemoge also tries to uninstall antivirus apps.

FireEye came across an app called Shareit in Google’s Play store that was signed by the same digital certificate as the malicious one found on the third-party source.

The Google Play version of ShareIt did not have the eight root exploits or contact the command-and-control server, but it did have some of the same Kemoge code libraries. It now appears to be gone from Google Play.

Source-http://www.thegurureview.net/mobile-category/kemoge-malware-menacing-android-phones.html