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Is Samsung Preparing For A Price War?

April 27, 2016 by  
Filed under Computing

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Samsung Electronics changing its approach to its memory chip business and focus on market share over profit margins and the industry will suffer, according to one analyst.

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 Linux Foundation Goes Zephyr

March 4, 2016 by  
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The Linux Foundation has launched its Zephyr Project as part of a cunning plan to create an open source, small footprint, modular, scalable, connected, real-time OS for IoT devices.

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

Android Is Coming To The Desktop

January 28, 2016 by  
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Jide Technology has released an Alpha build of its much praised Remix OS version of Android, available free of charge.

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

Dell Goes Plastic

June 3, 2014 by  
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Dell is manufacturing a line of PCs using plastics obtained by expanding its recycling program.

The company has expanded the hardware take-back program to more places worldwide, aiming to collect and reuse more extracted plastic and metals in PCs, monitors, hardware panels and other products.

Dell’s OptiPlex 3030 all-in-one, which will ship next month, will be the first product of that effort. Starting next year, more laptops, desktops and monitor back-panels will be made using recycled plastic, said Scott O’Connell, director of environmental affairs at Dell. The products will be certified as sustainable by UL (Underwriters Laboratories).

Dell will save money by reusing plastic, but O’Connell did not say whether the savings will be passed on to customers through lower prices. But it will be easier for more people to recycle electronics and Dell will also provide a PC mail-back option, O’Connell said.

Dell’s plan to establish a recycling chain internally could reduce the need for “virgin” plastics, which can be environmentally damaging to make, said Gary Cook, senior IT analyst at Greenpeace International.

Incineration of plastic from disposed computers can be toxic and reusing plastics in new computers or other parts reduces “dirty energy,” Cook said.

“We need to see plastics last longer,” Cook said.

Companies like Apple have helped raise expectations of sustainability in computers and others are following suit, Cook said. PC makers are using more metals in computer chassis and handset makers are using more nonpetroleum plastics.

Dell was criticized last year by Greenpeace for veering away from its carbon-neutral goals and sustainability advocacy. The company ranked 14th among most green IT companies, behind Microsoft, IBM, Hewlett-Packard, Wipro, Fujitsu and Google, among others.

Dell curbed its sustainability strategy when it was trying to go private last year, but has now reinvigorated that effort.

“They are trying to show some initiative,” Cook said.

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