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Is Samsung Readying A 10nm SoC?

August 22, 2016 by  
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Of course, it is that time of the year. Apple, Qualcomm, MediaTek and now Samsung will have 10nm SoCs ready for  phones in early 2017. Of course Samsung wants to use its own 10nm SoC in the Galaxy S8 that is expected in late February 2017, but probably with a mix of 10nm Snapdragon too.

Samsung’s next generation Exynos’ name is very uninspired. You don’t call your much better chip just the Exynos 8895, but that might not be the final name.

The Korean giant went from Exynos 7420 for Galaxy S5 and first 14nm for Android followed a year after with Exynos 8890 still 14nm but witha  custom Exynos M1 “Mongoose” plus Cortex-A53eight core combination.

The new SoC is rumored to come with a 4GHz clock. The same leak suggests that the Snapdragon 830 can reach 3.6 GHz which would be quite an increase from the 2.15Ghz that the company gets with the Snapdragon 820. Samsung’s Exynos 8890 stops at 2.6GHz with one or two cores running while it drops to 2.3 GHz when three of four cores from the main cluster run. Calls us sceptics for this 4GHz number as it sounds like quite a leap from the previous generation.

Let us remind ourselves that the clock speed is quite irrelevant as it doesn’t mean anything, and is almost as irrelevant as an Antutu score. It tells you the maximal clock of a SoC but you really want to know the performance per watt or how much TFlops you can expect in the best case. A clock speed without knowing the architecture is insufficient to make any analysis. We’ve seen in the past that 4GHz processors were slower than 2.5GHz processors.

The fact that Samsung continued to use Snapdragon 820 for its latest greatest Galaxy Note 7 means that the company still needs Qualcomm and we don’t think this is going to change anytime soon. Qualcomm traditionally has a better quality modem tailored well for USA, China, Japan and even the complex Europe or the rest of the world.

Courtesy-Fud

Intel And Nokia Joining Forces

July 7, 2016 by  
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Nokia is teaming up with Intel to make its carrier-grade AirFrame Data Center Solution hardware available for an Open Platform Network Functions Virtualization (OPNFV) Lab.

Basically this means that the hardware can be used by the OPNFV collaborative open source community to accelerate the delivery of cloud-enabled networks and applications.

Nokia said the OPNFV Lab will be a testbed for NFV developers and accelerates the introduction of commercial open source NFV products and services. Developers can test carrier-grade NFV applications for performance and availability.

Nokia is making its AirFrame Data Center Solution available as a public OPNFV Lab with the support of Intel, which is providing Intel Xeon processors and solid state drives to give communications service providers the advantage of testing OPNFV projects on the latest and greatest server and storage technologies.

The Nokia AirFrame Data Center Solution is 5G-ready and Nokia said it was the first to combine the benefits of cloud computing technologies to meet the stringent requirements of the telco world. It’s capable of delivering ultra-low latency and supporting the kinds of massive data processing requirements that will be required in 5G.

Morgan Richomme, NFV network architect for Innovative Services at Orange Labs, OPNFV Functest PTL, in a release. “NFV interoperability testing is challenging, so the more labs we have, the better it will be collectively for the industry.”

AT&T has officially added Nokia to its list of 5G lab partners working to define 5G features and capabilities. It’s also working with Intel and Ericsson.

Courtesy-Fud

Does Qualcomm Need Apple?

June 30, 2016 by  
Filed under Computing, Smartphones

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The fanboys aka the Apple Press has been running down Qualcomm since its favourite company announced it was buying chips from Intel, but there are good reasons why the American chipmaker should not care that much.

As we have been saying for ages, Jobs’ Mob is no longer exclusively going with Qualcomm to provide modem chips for the upcoming iPhone 7. The deal, while large, is tailored for some of Apple’s partnerships. Intel gets AT&T phones and Qualcomm remains the supplier for Verizon network phones and for China.

The press has been claiming that it is terrible news for Qualcomm. But it appears Qualcomm knew it was coming and had already factored in the loss of the business into its results. The reason Qualcomm is not losing any sleep over the deal is because the most Intel is going to get is a third of the iPhone modems. This is what in financial terms is considered a “pisser” but hardly a reason to jump off any buildings over.

Other good things are happening to Qualcomm which more than balance out what has been lost to Intel. Firstly its latest Snapdragons are selling extremely well and secondly the shine is starting to go off its number one rival MediaTek.

For a while, naysayers have been predicting that MediaTek was going to sink Qualcomm. In fact there was even a suggestion that Qualcomm should get out of chipmaking and become a patent troll.

MediaTek had been luring away Qualcomm customers with cheaper chips, which combined with Apple, Samsung and Huawei making their own chips was creating a perfect storm of doom.

Now there is a suggestion that MediaTek’s growth wagon might have stalled. MediaTek’s sales fell 9.4 per cent annually last quarter to $1.7 billion. Its operating margin halved from 16 per cent last year to eight per cent. The reason was due to higher expenses across the board. This meant that its net income fell to $136 million. MediaTek is still more profitable than Qualcomm’s chipmaking division has a wafer thin 5 per cent last quarter.

Analysts expect MediaTek to post double-digit sales growth fuelled by rising demand for 4G smartphone chips in China. But its margins are also expected to keep contracting due to tough competition from Qualcomm and Spreadtrum.

Another risk for MediaTek is its dependence on China. Taiwan just got rid of the pro-unification KMT party, which controlled the presidency for the past eight years, in favour of the pro-independence DPP party.

MediaTek needs direct investments from mainland China to fight off Qualcomm, but it is finding that the Taiwanese government is blocking that sort of investment cash.

All this is giving Qualcomm a fighting chance in the area where it makes a lot of its cash. Sure its margins might be lower, but it still making more money. Enough so that it does not have to worry about losing a small about of dosh to Intel.

Courtesy-Fud

Qualcomm and LG Settle Dispute

May 5, 2016 by  
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Qualcomm has buried the hatchet with LG after the smartphone vendor agreed to pay more for its chips.

LG said the dispute with Qualcomm has been completely settled, although it did not say how much it had agreed to pay. Earlier it had claimed Qualcomm had overcharged for the chips under a licensing contract.

The news about the lawsuit settlement emerged following Qualcomm’s profit forecast for the second quarter in January, which was below what Wall Street’s tarot readers had predicted.

The company expected its mobile chip shipment to fall by 16-25 per cent in the second quarter. Additionally, it expected 3G and 4G device shipment to decline by 4 to 14 per cent. As for the first quarter of 2016, Qualcomm’s chip shipment fell 10 per cent , with a drop in revenue by 21.6 per cent. Revenue from licensing declined 10.4 per cent, suggests a Reuters report.

An LG spokesperson said that this kind of dispute was “actually nothing” and was similar to the ones that the industries had in the past.

“Qualcomm has lowered its royalty rate to LG in return for LG’s guaranteed purchase of Qualcomm processors, which are currently being used in its flagship handsets and will be used in upcoming flagship models,” added the official.

Qualcomm might have been a little nervy.  LG has invested millions to develop its own chipset, in an attempt to cut down its dependency on Qualcomm for mobile processors.

Courtesy-Fud

 

iPhone SE Goes With Qualcomm Inside

April 8, 2016 by  
Filed under Consumer Electronics

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Contrary to our previous reports we got a tip that iPhone SE will continue using Qualcomm modems and not change to Intel.

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

 

Apple Buys Parts of Qualcomm

December 31, 2015 by  
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Apple has bought one of Qualcomm’s Taiwan graphics labs and is operating it pretty much under everyone’s radar to “invent” something that Qualcomm tried and failed to make successful.

The lab was used by Qualcomm to develop Interferometric Modulator Display and Apple Insider claims it is now being used to develop thinner, lighter, brighter and more energy-efficient screens.

The lab employs at least 50 engineers and has recruited talent from display maker AU Optronics and Qualcomm. Outside the lab there is no signage or much to indicate that the Fruity Cargo Cult has assumed control.

Government records show that the building is registered to Apple Taiwan, and a staff in the building were observed wearing Apple ID badges.

Bloomberg thinks Apple wants to “reduce reliance on the technology developed by suppliers such as Samsung, LG, Sharp and Japan and instead “develop the production processes in-house and outsource to smaller manufacturers such as Taiwan’s AU Optronics or Innolux.

Apple currently uses LCD screens in its Macs and iOS devices and an OLED display for Apple Watch and the new lab was where Qualcomm tried to develop to develop its own Mirasol displays.

Mirasol use a different technology to backlit LCDs or OLED. It uses an array of microscopic mirror-like elements that can reflect light of a specific colour. It does not need a backlight and only uses energy when being switched on or off, like E-Ink.

The downside to IMOD has historically been that it reproduces flat, unsaturated colours, a problem that may be possible to fix. Qualcomm introduced a Toq smartwatch with an IMOD screen, but the device flopped.

Qualcomm took a $142 million charge on its Mirasol display business and a year ago there were rumours Qualcomm was selling off its Longtan Mirasol panel plant to TSMC.

What appears to have happened is that Jobs Mob might have bought more than just the facility, and instead has some interest in using Mirasol IMOD technology which could offer an advanced technological breakthrough in enabling a new class of low-power displays for use in phones, tablets or wearables.

Courtesy-Fud

Will Declining Tablet Sales Hurt Android?

December 16, 2015 by  
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The IDC claims that the decline of tablets will harm Android but prop up the windows operating system

While large tablets like the Microsoft Surface Pro 4 and its expensive Apple knock-off the Apple iPad Pro, IDC thinks that tablet shipments will continue to decline this quarter.

But IDC also predicts a change in trends, with the market transitioning from standalone tablets over to detachable hybrids.

Users are demanding that tablets actually do something and the boundaries between laptops and tablets with keyboards are starting to blur.  Once just keyboardless netbooks, tablets are becoming netbooks with touchscreens.

IDC predicts that hybrids will be the tablets of the future and that this segment will grow by as much as 75 per cent in 2016 compared to this year.

These devices will be used more and more for productivity purposes more than just consumption. This productivity trend also has an impact on which tablets sizes and platforms will dominate the market.

Tablets are useless for this and these will start to die out. Sizes between 9 and 13 inches are almost perfect, while 13 to 16 inches, though unwieldy, will also more than double its share, IDC said.

IDC predicts Windows will snatch a bigger market share by 2019, almost 20 per cent. These growths will come at the expense of Android, however, who will continue to see a decline in its market share in the next few years.

Source- http://www.thegurureview.net/computing-category/will-declining-tablet-sales-hurt-android.html

Imagination Gives MIPS Warrior A Boost

November 24, 2015 by  
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Imagination Technologies has introduced three new additions to the MIPS Warrior CPU family, updating its embedded 32-bit M-class CPUS with the new M6200 and M6250, as well as the higher performing P-class CPU with the 64-bit P6600.

The MIPS P6600 is touted as “the next evolution” of the P-class family and is intended to “pave the way” to future generations of higher performance 64-bit processors.

The MIPS P6600 builds on the 32-bit P5600 CPU, which was the company’s first CPU core based on the MIPS Series 5 architecture and announced about two years ago. The MIPS Series 5 was designed to accelerate compute-intensive applications and thereby appeal to the embedded and mobile markets.

The P6600 CPU boasts a higher performing 64-bit architecture while other improvements over its predecessor include a deep 16-stage pipeline with multi-issue and Out-of-Order execution to deliver better computational throughput for complex software workloads.

“The P6600 CPU is the most balanced mainstream high-performance CPU choice, enabling powerful multicore 64-bit system of chips with optimal area efficiency for applications in segments including mobile, home entertainment, networking, automotive, HPC or servers, and more,” said the chip firm, adding that customers have already licensed the P6600 for applications including high-performance computing and advanced image and vision systems.

Like the P5600, MIPS P6600 is an OmniShield-ready design that supports full hardware virtualisation and security features. It is said to be able to handle up to 15 guest operating systems running simultaneously in fully isolated and trusted environments, too.

“This unprecedented level of scalability for virtualisation and security gives the MIPS Warrior family another unique advantage in the battle for supremacy in the processor space,” added the firm.

The P6600 packs a faster SIMD engine for accelerating multimedia processing as well as branch prediction and a load/store instruction bonding mechanism: two technologies that Imagination said will provide a boost in real-world workloads while keeping silicon area and power consumption in check.

As for the MIPS M6200 and M6250 chips, these are the latest additions to Imagination’s less powerful M-class family processors for MCUs/MPUs, further broadening the M-class roadmap for high-performance deeply embedded designs in segments requiring higher performance and larger address space.

Imagination said this could include things like wired/wireless modems, GPU supervisor processors, flash and SSD controllers, industrial and motor control, and advanced audio voice processing.

Source-http://www.thegurureview.net/computing-category/imagination-gives-mips-warrior-a-boost.html

Is NVidia King Of The GPU Arena?

September 2, 2015 by  
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Nvidia’s desktop GPUs accounted for nearly 80 percent of all sales in the segment in Q2 2015, its highest market share ever.

According to beancounters at the market research firm Mercury Research the GPU market is slowly dying.

The latest quarter was a decrease of 11 percent from Q1 2015 and a year-on-year decline of 21.7 percent so Nvidia is the undisputed king of a much smaller kingdom.

Mercury Research notes that the notebook GPU segment also witnessed a decrease to the tune of 34.1 percent year-on-year, mainly due to the continued improvements in the iGPU segment.

However when comparing both number of GPUs sold to partners and a four-quarter average of sales, Nvidia is the Windows and AMD is the FreeBSD.

AMD is dependent on its latest Radeon 300 series of cards to claw back something but at the moment it is looking like Nvidia is unstoppable.

Nvidia has continued to amass more sales over the course of the last year, and with its Maxwell-generation cards now available across all price tiers, it is unlikely has much to worry about from AMD.

Source- http://www.thegurureview.net/computing-category/is-nvidia-king-of-the-gpu-arena.html

Is Wafer Output Headed Down?

August 10, 2015 by  
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United Microelectronics (UMC) expects to post an up to 5 per cent decrease in wafer shipments for the third quarter of 2015.

The outfit’s capacity rate will fall below 90 per cent for the first time after being flat out for ages.

UMC CEO Po-Wen Yen said the third quarter, would suffer from the inventory correction problems that were first noticed in the first quarter.

Current weakness in overall demand, partly due to the uncertainties in economic outlook, will prolong the inventory adjustment through the second half of 2015,” he said.

UMC used 94 per cent of its overall capacity in the second quarter of 2015, when the company shipped a record 1.54 million 8-inch equivalent wafers.

Shipments during the quarter were driven mainly by 28nm products, the foundry noted.

UMC reported consolidated revenues of $1.23 billion for the second quarter, down 6 per cent on last year. Gross margin came to 22.9 per cent compared with 24.3 per cent in the first quarter and 22.9 per cent in second.

UMC created net profits of $1.45 billion in the second quarter of 2015 – the highest level in nine quarters.

Looking into the third quarter, UMC expects to use 87-89 per cent of its overall capacity in the third quarter. Wafer shipments and ASPs will fall up to 5 per cent and about 3 per cent, respectively, on quarter.

Source

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