The chip maker has raised its revenue guidance for the third quarter to $15.6 billion, plus or minus $300 million, an improvement from $14.9 million, plus or minus $500 million.

That’s due to PC makers replenishing laptop and desktop inventory, which means Intel is shipping out more chips. It’s likely in anticipation of the holiday season, when PC shipments rocket.

“The company is also seeing some signs of improving PC demand,” Intel said in a statement.

In the second quarter of the year, PC makers slowed down chip orders and were clearing out existing stock of laptops and desktops. PC shipments declined by 4.5 percent during that period, according to IDC.

Shipments of gaming PCs, 2-in-1s and Chromebooks are driving PC shipments. Microsoft’s free upgrade offer to Windows 10 has also ended, which means users are more likely to buy new PCs to get Windows 10.

Meanwhile, new laptops with Intel’s Kaby Lake chips are now available. All the top PC makers have announced new 2-in-1s and laptops with Intel’s new chips. New Kaby Lake chips for gaming PCs will be announced in January.

Intel also has started shipping Pentium and Celeron chips, both aimed at low-cost laptops, based on the same architecture and code-named Apollo Lake. Many Chromebooks are based on Apollo Lake chips.

Courtesy- http://www.thegurureview.net/computing-category/pc-market-showing-signs-of-life.html

However, Christopher Danely with Citigroup has bravely claimed that with its “Kaby Lake” family of processors, Intel remains a “step-function ahead of AMD Zen when Zen chips are released in Q416.”

He also doubts the benchmark stats that AMD presented to promote Zen’s capabilities relative to Intel’s microprocessors claiming that the AMD controlled benchmark compared an engineering sample of a Zen processor that has not been released yet against a three-month old Intel processor, with both chips clocked at 3.0 Ghz.

“We note the maximum speed for the Intel chip is 3.2 GHz. The result showed AMD completing the benchmark 2 per cent faster than Intel, implying higher CPU efficiency on a “clock for clock” basis. AMD kept both 8 core chips at the same clock speed of 3.0 Ghz, below the native clock speed of the Intel chip. The benchmark result showed the Zen Summit Ridge processor completing the Blender rendering benchmark in 48.07 seconds, 2 per cent ahead of Intel Broadwell-E chip’s time of 49.06 seconds. We note this is only one benchmark using a custom workload performed at an AMD event under controlled conditions, and therefore cannot be verified by third parties and does not represent expected results under all workloads, Danely said.

Instead he thinks that Chipzilla will benefit from its process technology lead while AMD’s manufacturing partner, Global Foundries, which has a “spotty track record.”

“After several of delays and eventually failing to develop 20nm and 14nm on its own, GlobalFoundries entered into a partnership agreement with Samsung in April 2014 to adopt Samsung’s 14nm FinFET process. Despite using the same tools, recipes, and materials as Samsung’s 14nm process, products built on GlobalFoundries’ 14nm did not appear until earlier this year, roughly a year after Samsung released its Exynos 7420 SoC built on its 14nm process,” Danely pointed out.

Since the partnership agreement with Samsung does not include 10nm or lower nodes, we think the technology gap between AMD and Intel will widen again once Intel migrates to 10nm next year.

Meanwhile Intel released its new Kaby Lake chips on an improved 14+nm process this month, featuring a 15 per cent performance improvement over its Skylake chips. Kaby Lake chips deliver up to 12 per cent faster productivity performance and 19 per cent faster web performance over comparable Skylake chips

“We expect independent benchmarks to show Intel’ performance is a step function ahead of AMD Zen when Zen chips are released in 4Q16,” he said.

Below you will find lots of rantings from Intel and AMD fanboys and we expect the language to be colourful. Those of a sensitive disposition might want to look away now.

Courtesy-Fud

Intel Security, previously and better known as McAfee, has been sold to private equity firm TPG for $4.2bn, despite Intel paying $7.7bn for it in 2010.

The chip firm will receive $3.1bn in cash as part of the transaction and retain a 49 per cent minority stake. TPG will take control with a 51 per cent stake, and will invest $1.1bn in the company.

Intel Security is based on the McAfee business and was renamed two years ago. The company will revert to the better known McAfee brand, despite John McAfee reportedly suing Intel over the use of his name.

The transaction is expected to close in the second quarter of 2017, and Chris Young, general manager of Intel Security Group, will become CEO of McAfee.

Young described TPG in an open letter to stakeholders as a “seasoned technology investor” that was “attracted to our current momentum and long-term potential”.

He claimed that McAfee currently protects “more than a quarter of a billion endpoints” and more than 200 million consumers, and is present in two thirds of the world’s 2,000 largest companies.

Intel CEO Brian Krzanich claimed that, despite the sale, security “remains important in everything we do at Intel”.

“We will continue to integrate industry-leading security and privacy capabilities in our products from the cloud to billions of smart, connected computing devices,” he added.

Bryan Taylor, a partner at TPG, said that the company had “long identified the cyber security sector, which has experienced strong growth due to the increasing volume and severity of cyber attacks, as one of the most important areas in technology”.

Intel’s acquisition of McAfee Security in 2010 was intended to enable the company to beef up security around PCs and sell McAfee antivirus and other security software around its core business.

However, the combination never worked as the money to be made in the security business became increasingly focused on the data center and cloud computing.

Courtesy-TheInq

According to the company the improved management tools address both host (server) managment and virtual client monitoring. Nvidia says that with the new Grid software, admins will be able to get information about the number of virtual graphics instances in use and the number they can potentially create.

They can also see usage information for the stream processors on board each card, the percentage of the card’s frame buffer that’s in use, and the load on each card’s dedicated video encode and decode hardware.

Each guest vGPU instance will tell admins information on encoder and decoder usage, frame buffer occupancy, and the vGPU use. Nvidia adds that it all takes the guess work out of vGPU provisioning and the data it’s exposing about vGPU usage will let system administrators tailor their virtual user profiles better.

All this means that it might stop the admins giving too much processing power to accounts when it is needed for the graphics team. Nvidia thinks those operational improvements will also help lower costs. The August 2016 Grid software update should be available immediately.

Courtesy-Fud

It is a fairly logical development, the company has operated a reality distortion field to create an alternative universe where its products are new and revolutionary and light years ahead of everyone else’s. It will be curious to see how Apple integrates its reality with the real world, given that it is having a problem with that.

Apple CEO Tim Cook has been doing his best to convince the world that Apple really is working on something. He needs to do this as the iPhone cash cow starts to dry up and Jobs Mob appears to have no products to replace it.

In an interview with The Washington Post published Sunday, Cook said Apple is “doing a lot of things” with augmented reality (AR), the technology that puts digital images on top of the real world.
He said:

“I think AR is extremely interesting and sort of a core technology. So, yes, it’s something we’re doing a lot of things on behind that curtain we talked about.”

However Apple is light years behind working being done by Microsoft with its Microsoft’s HoloLens headset and the startup Magic Leap’s so-called cinematic reality that’s being developed now.

Cook appears to retreat to AR whenever he is under pressure. But so far he has never actually said that the company is developing any.

Appple has also snapped up several companies and experts in the AR space. And in January, the Financial Times claimed that the company has a division of hundreds of people researching the technology.
But AR would be a hard fit to get a product out which fits Apple’s ethos and certainly not one for years. Meanwhile it is unlikely we will see anything new before Microsoft and Google get their products out.

Courtesy-Fud

Founded in 2014, California-based Nervana offers a hosted platform for deep learning that’s optimized “from algorithms down to silicon” to solve machine-learning problems, the startup says.

Businesses can use its Nervana cloud service to build and deploy applications that make use of deep learning, a branch of AI used for tasks like image recognition and uncovering patterns in large amounts of data.

Also of interest to Intel, Nervana is developing a specialty processor, known as an ASIC, that’s custom built for deep learning.

Financial terms of the deal were not disclosed, but one estimate put the value above $350 million.

“We will apply Nervana’s software expertise to further optimize the Intel Math Kernel Library and its integration into industry standard frameworks,” Diane Bryant, head of Intel’s Data Center Group, said in a blog post. Nervana’s expertise “will advance Intel’s AI portfolio and enhance the deep-learning performance and TCO of our Intel Xeon and Intel Xeon Phi processors.”

Though Intel also acquired AI firm Saffron late last year, the Nervana acquisition “clearly defines the start of Intel’s AI portfolio,” said Paul Teich, principal analyst with Tirias Research.

“Intel has been chasing high-performance computing very effectively, but their hardware-design teams missed the convolutional neural network transition a few years ago,” Teich said. CNNs are what’s fueling the current surge in artificial intelligence, deep learning and machine learning.

As part of Intel, Nervana will continue to operate out of its San Diego headquarters, cofounder and CEO Naveen Rao said in a blog post.

The startup’s 48-person team will join Intel’s Data Center Group after the deal’s close, which is expected “very soon,” Intel said.

Source- http://www.thegurureview.net/aroundnet-category/intel-to-acquire-deep-learning-company-nervana.html

Qualcomm offered $5.2 billion to $6 billion revenue guidance and it managed to make $6 billion. Non-GAAP diluted EPS was projected at $0.90 – $1.00 and Qualcomm actually managed to make $1.16.

The MSM chip shipments were guided at 175 million to 195 million while the company actually sold 201 million of these chips.

Total reported device sales was expected to be between $52 billion and  $60 billion and in reality Qualcomm scored $62.6 billion. Qualcomm shipped between 321 million to  325 million 3G/4G devices and estimated reported 3G/4G device average selling price was at $191 – $197.

There are a few reasons for such good results, the first being Samsung. The company chose Snapdragon 820 for some markets with its flagship phones. The Snapdragon 820 ended up in 115 devices and it looks like one of the strongest high end phone chips in a while.

The introduction of the Snapdragon 821 will rekindle the fire and will make some additional sales for Samsung Galaxy Note 7 and a few other high end phones including some phones from LG and others. The 4G modem business is in good shape but one has to be careful as Qualcomm might lose some of the iPhone business to Intel. Everyone wants carrier aggregation capable modems these days, that is Cat 6 and up and Qualcomm offers this from Snapdragon 430 to the Snapdragon 820.

It is interesting to notice that while Apple iPhone sales were down, Qualcomm did better mainly as when Apple declines at   the high end, Qualcomm can make money from its high end Snapdragon chips.

We expect to see the announcement of Snapdragon 830 before the end of the year while devices shipping with the new chip in late Q1 2017 or early Q2 2017. As far as we know this might be the 10nm SoC but we will have to wait and see.

Qualcomm is investing heavily in improvements of 4G, current and future generations as well as a concentrated focus on 5G. From where we stand, Qualcomm still has the best chances to dominate the 5G market, especially due to the fact that 5G is an evolution of 4G with some new wave length and concepts added to it.

Last year’s loss of Samsung Galaxy S6 design win hurt a lot, and now the big customer is back, it seems that investing in a custom ARM Kryo core and dominating in Adreno graphics paid off.

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

While the outfit is still claiming that it is chums with Google, it is now saying that its Android development for tablets is the latest thing it is not interested in.

Intel has been cutting back on its Android upgrades for tablet hardware which suggests it is not interested. Instead it is working on 2-in-1s, which run mostly on Windows.

Intel’s x86 version of Android was mainly for devices with Atom processors, which the chip maker is phasing out. The replacement is Apollo Lake which will run Windows, but it is unclear if it will ever support Android.

The last Android which worked on Intel gear was Android 5.1.1, Lollipop, Intel-based mobile devices mostly run Android 5.0 or older versions.

What might keep Intel in Android might not be its own commitment to Android, but the fact that Google is keen to make its OS work with x86 chips. Google has said that Android 7.0 Nougat, will be compatible with x86 machines which will keep Intel in the game – if it wants to be.

PC World has suggested that Intel could offload development to the independent Android-x86 Project last month delivered the Android-x86 6.0 Release Candidate 1.

Intel is still a lead partner in Google’s Brillo. This is an embedded IoT OS with the dash of Android under the bonnet. Brillo works on Intel’s Edison development board, which can be used to make wearables, robots, smart home devices and other IoT gadgets.

But it is pretty clear that Intel is not interested in some of Google’s VR projects like DayDream which are based on Android.

Courtesy-Fud

Five years ago Intel bought McAfee for $7.7bn acquisition. Two years ago it re-branded it as Intel Security. There was talk about chip based security and how important this would be as the world moved to the Internet of Things.

Now the company has discussed the future of Intel Security with bankers, including potentially the outfit. The semiconductor company has been shifting its focus to higher-growth areas, such as chips for data center machines and Internet-connected devices, as the personal-computer market has declined.

The security sector has seen a lot of interest from private equity buyers. Symantec said earlier this month it was acquiring Web security provider Blue Coat for $4.65 billion in cash, in a deal that will see Silver Lake, an investor in Symantec, enhancing its investment in the merged company, and Bain Capital, majority shareholder in Blue Coat, reinvesting $750 million in the business through convertible notes.

However Intel’s move into the Internet of Things does make it difficult for it to exit the security business completely. In fact some analysts think it will only sell of part of the business and keep some key bits for itself.

Courtesy-Fud