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Is AMD Outpacing nVidia

June 24, 2016 by  
Filed under Computing

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MKM analyst Ian Ing claims that AMD’s recent gaming refresh was better done than Nvidia’s.

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

Has The Smartphone Bubble Busted?

June 22, 2016 by  
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After sliding its slide-rules, flicking its abacus, and counting its toes, the bean counters at Gartner have decided that the smartphone business bubble has burst splattering in the face of those who depend on it.

Big G says the market will shrink from 14.4 per cent growth in 2015 to just 7 per cent in 2016 — with only 1.5 billion smartphone units being shipped globally this year. Compair this with 2010, when Gartner notes the market grew 73 per cent.

However the signs have been obvious for about a year. Mature Western markets saturated, China’s growth engine slowing as demand has topped out and other markets unable to afford the higher margin gear. The smartphone has come to the end of its ability to provide new technology too with companies only able to offer incremental upgrades. Carriers are moving away from subsidizing upgrades which means that them wasting their own profits to prop up the likes of Apple are over.

In emerging markets it says the average lifetime of premium phone is between 2.2 and 2.5 years, while basic mobiles have an average lifetime of three years and up.

Gartner sees the biggest remaining opportunity for smartphone growth in India, noting that sales of feature phones — aka dumbphones — accounted for a majority (61 per cent) of total mobile device sales last year, leaving plenty of scope for upgrades as smartphones continue to become more affordable.

It is estimating 139 million smartphones will be sold in India this year, growing 29.5 per cent year-over-year. It notes the average selling price of mobiles in the country remains below $70, and it expects smartphones priced under $120 to continue to contribute around half of overall smartphones sales there this year.  Apple’s hope that it can save its flailing business numbers by selling into India show the complete lack of understanding of how that market is working. It is tending to favor small local smartphone makers like Intex.

China is going to offer Apple no help either Gartner is expecting “little growth” in the region in the next five years. IT says it is “saturated yet highly competitive” market. Smartphones represented 95 per cent of total mobile phones sales last year.

Gartner analyst Annette Zimmerman said that “non-traditional” vendors in China could do well and thinks that by 2018 at least one such phone maker will be among the top five smartphone brands in the country.

“Chinese internet companies are increasingly investing in mobile device hardware development, platforms and distribution as they aim to grow their user bases and increase user loyalty and engagement,” she said.

The Sub-Saharan African region is also couched as an attractive region for smartphone vendors, with smartphone sales only overtaking mobile phones sales there for the first time last year. Nokia brand licensee and newly formed smartphone OEM HMD will want to take note, given it has paid for the right to build feature phones (and smartphones) bearing the previously iconic Nokia brand name.

Courtesy-Fud

Sony To Acquire Toshiba’s Sensor Business

November 4, 2015 by  
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Toshiba Corp is offload its image sensor business to Sony Corp for around 20 billion yen ($164.68 million) as part of a restructuring plan laid out earlier this year, sources with knowledge of the deal said on Saturday.

Toshiba, whose businesses range from laptops to nuclear power, is undergoing a restructuring after revelations this year that it overstated earnings by $1.3 billion going back to fiscal 2008/09.

Image sensors, which are used in digital cameras and smartphones, are part of Toshiba’s system LSI semiconductor business. Toshiba plans to sell its image sensor manufacturing plant in Oita, southern Japan, and pull out of the sensor business altogether, said the sources, who declined to be identified.

The sale is likely to be finalized soon, the sources said.

Toshiba is considering several options for its system LSI semiconductor business and its discrete semiconductor business and that debate is ongoing, a Toshiba official said when contacted.

An official from Sony declined to comment.

Masashi Muromachi, who became Toshiba’s CEO following the accounting scandal, has promised to restructure lower-margin businesses.

The deal for the image sensor business would be the beginning of the restructuring, Nikkei reported earlier on Saturday.

Sony is already a dominant player in the image sensor market, with its products used in phones made by China’s Xiaomi and India’s Micromax Informatix Ltd.

Courtesy-http://www.thegurureview.net/consumer-category/sony-to-acquire-toshibas-sensor-business.html

Drones To Have Intel Inside

September 10, 2015 by  
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Intel is taking its competitive game up a notch by investing in its own drones.

Intel has written a check for more than US$60 million to Yuneec International, a Chinese aviation company and drone maker.

This is not the first time that the Chipmaker has invested in drones. It has written smaller amounts for the drone makers Airware and PrecisionHawk. The Yuneec deal is its largest investment in a drone company yet.

Apparently Intel thinks that drones are potential computing platforms for its processors.

Intel CEO Brian Krzanich said he believed in a smart and connected world. And one of the best ways to bring that smart and connected world to everyone and everywhere has been drones.

Amazon and Google are developing drones as they seek new ways to deliver items to consumers, Intel just wants to make sure that its chips are delivering the payload. There is no indication that it is building a secret airforce which it will use to take down competition – that would be silly.

Yuneec makes a range of drones built for aerial photography and imaging. Its technology also powers manned electric aircraft.

Source-http://www.thegurureview.net/computing-category/drones-to-have-intel-inside.html

Is EA Shuttering It’s Free To Play Model?

April 27, 2015 by  
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EA is shuttering four high-profile free-to-play games, all of them allied to popular IP like Battlefield and FIFA.

Battlefield Heroes, Battlefield Play4Free, Need for Speed World and FIFA World will all continue for another 90 days, at which point they will be taken offline for good. Further development on the games has stopped already.

“In more than five years since most of these titles launched, how we play games has changed dramatically,” said Patrick Soderlund, EVP of EA Games, in a statement. “These were pioneering experiences, and we’re humbled that, over the years, so many of you joined us to enjoy the games and the community.”

In terms of EA’s growing interest in free-to-play models, the real pioneer among that group is Battlefield Heroes, which was pitched at “frustrated, restricted” gamers back in 2008. Need for Speed World and Battlefield Play4Free followed, launching over the second half of 2010.

By the start of 2012, EA was reporting a combined total of 25 million players across the six games in its “Play4Free” initiative, with Battlefield Heroes and Need for Speed World contributing 10 million players each.

However, FIFA World is by no means a forerunner. It only reaching open beta late in 2013, and so it is being shuttered after substantially less than two years of public availability. This wouldn’t imply a slow decline in interest, but a lack of interest in the first place.

That’s in stark contrast to FIFA Online, the free-to-play version of the game made specifically for markets in Asia. In 2012, EA’s Andrew Wilson claimed that FIFA Online was making $100 million a year in revenue. A year later, FIFA Online 3, the most recent iteration, was the leading online sports game in both traffic and revenue in Korea.

One thing is certain, take these four titles away from EA’s free-to-play games on Origin, and you’re left with only Command & Conquer: Tiberium Alliances and Star Wars: The Old Republic – in his statement, Soderlund stressed the latter’s “enthusiastic and growing” community, and reiterated EA’s commitment to providing new content.

The remainder of the company’s free-to-play catalog is composed of games like Outernauts, The Simpsons: Tapped Out and Bejeweled Blitz. Casual, social, call them what you will, but they are intended for a very different audience to Need for Speed World and Battlefield Play4Free, and that audience has just lost two-thirds of the games EA had made to satisfy its needs.

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Panasonic Appears To Be On The Hunt

April 8, 2015 by  
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Japanese electronics giant Panasonic Corp said it is gearing up to spend 1 trillion yen ($8.4 billion) on acquisitions over the next four years, bolstered by a stronger profit outlook for its automotive and housing technology businesses.

Chief Executive Kazuhiro Tsuga said at a briefing on Thursday that Panasonic doesn’t have specific acquisition targets in mind for now. But he said the firm will spend around 200 billion yen on M&A in the fiscal year that kicks off in April alone, and pledged to improve on Panasonic’s patchy track record on big deals.

“With strategic investments, if there’s an opportunity to accelerate growth, you need funds. That’s the idea behind the 1 trillion yen figure,” he said. Tsuga has spearheaded a radical restructuring at the Osaka-based company that has made it one of the strongest turnaround stories in Japan’s embattled technology sector.

Tsuga previously told Reuters that company was interested in M&A deals in the European white goods market, a sector where Panasonic has comparatively low brand recognition.

The firm said on Thursday it’s targeting operating profit of 430 billion yen in the next fiscal year, up nearly 25 percent from the 350 billion yen it expects for the year ending March 31.

Panasonic’s earnings have been bolstered by moving faster than peers like Sony Corp and Sharp Corp to overhaul business models squeezed by competition from cheaper Asian rivals and caught flat-footed in a smartphone race led by Apple Inc and Samsung Electronics. Out has gone reliance on mass consumer goods like TVs and smartphones, and in has come a focus on areas like automotive technology and energy-efficient home appliances.

Tsuga also sought to ease concerns that an expensive acquisition could set back its finances, which took years to recover from the deal agreed in 2008 to buy cross-town rival Sanyo for a sum equal to about $9 billion at the time.

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U.S. And Britain Ramping Up Cyber Defense

January 30, 2015 by  
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The U.S. and Britain are increasing their collaboration to thwart digital threats. They are planning to launch more attacks against each other to test their defenses and scare away possible enemies.

The U.S. and the U.K. have been working together to prevent cyber attacks for some time, but are going to increase the collaboration. They will combine their expertise to set up “cyber cells” on both sides of the Atlantic to increase sharing information about threats and to work out how to best protect themselves and create a system that lets hostile states and organization know they shouldn’t attack, said U.K. prime minister David Cameron in an interview published by the BBC.

Cyber attacks “are one of the biggest modern threats that we face,” according to Cameron who is visiting Washington for talks with U.S. president Barack Obama. One of the topics high on the agenda is digital security.

The countries will increase the “war games” launched at each other to test defenses. “It is happening already but it needs to be stepped up,” Cameron said, adding that British intelligence service GCHQ and the U.S. equivalent NSA have know-how that should be shared more.

“It is not just about protecting companies, it is also about protecting people’s data, about protecting people’s finances. These attacks can have real consequences to people’s prosperity,” he said.

However, in order to protect companies and citizens better, increased snooping powers to track terrorists on social networks are necessary, said Cameron. He is planning to discuss this issue with Obama and U.S. companies including Google and Facebook.

The increased cooperation between the countries comes in the wake of the Sony hack and the apparent hacking of the U.S. Central Command’s Twitter account by ISIS (Islamic State of Iraq and Syria), which posted tweets threatening families of U.S. soldiers and claiming to have hacked into military PCs.

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Is Unity Up to Something Big?

November 3, 2014 by  
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Earlier today Unity Technologies caused quite a stir in the games industry with the announcement that former Electronic Arts chief exec John Riccitiello would be taking over the CEO job for David Helgason. While EA struggled to make shareholders happy, Unity has been seeing tremendous growth, becoming a favorite toolset for large and small publishers and especially indies. In fact, the company serves over 600,000 monthly developers. But what does Unity really have up its sleeve? Is the hiring of a notable leader like Riccitiello a sign that the company is indeed being groomed for a buyout or public offering?

“John Riccitiello’s corporate moves will rightfully inspire speculation about major changes in the companies involved and as Unity is the dominant independent development platform, what happens next could affect most developers and publishers outside of the top ten,” remarked independent analyst Billy Pidgeon. “An acquisition is very possible although Unity CTO Joachim Ante has denied this. Unity needs to be independent and available to all to retain and grow its value, so a sale to a major publisher or developer would sharply decrease the company’s revenue flow. But a buyer outside the industry could allow Unity to remain somewhat independent, although clients might be wary of doing business with Unity’s new owner.”

EEDAR’s Patrick Walker, head of insights and analytics, largely agreed with Pidgeon, commenting, “While the stature of Riccitiello as a hire and his interest in helming the Unity ship suggest that there are big plans in the works for the company, it is unlikely that these plans are focused on the short term, such as preparation for a near-term buyout. A buyout has been rumored for a while, and the Unity executive team, including founder David Helgason and CTO Joachim Ante, has been consistent in their messaging statement focusing on the company mission rather than pursuit of a buyout. More likely, Riccitiello is being brought on board to spur growth for a longer-term play, such as an eventual IPO or larger-scale buyout.”

Regardless of whether a longer-term buyout is in the cards, Riccitiello has the experience to help accelerate Unity’s growth in the next few years, most believe.

“Unity is a well-positioned company with several paths to increase growth. While game publishing is one route to spur growth, there is also an opportunity for the company to leverage the strengths, such as cross-platform flexibility, that have given it such broad penetration in the indie market to increase penetration in other development verticals,” Walker continued. “Riccitiello has an ideal background, having led major companies both inside and outside the games industry and having served on the Unity board for the past year, to drive partnerships that will help grow Unity as a major development platform across the full spectrum of publishers and developers.”

Wedbush Securities’ Michael Pachter added, “He is certainly capable of leading them, and also well equipped to sell the company. [But] I don’t know the reason for the change.”

Perhaps one major reason for the change is to offload some of the business responsibility from Helgason who may wish to focus more on product development.

“Unity has been growing quickly for several years. The company now has over 300 employees and its technology is being used by hundreds of thousands of developers on practically every platform out there. I suspect that Dave recognized some time ago that the company had to get an experienced business manager at the helm or risk flying off the rails at some point, and that’s exactly what JR is,” observed Lewis Ward, IDC’s gaming research director.

“Some people just aren’t cut out to be CEOs of big businesses – just look at Notch. I suspect that Dave is going to be happier staying focused on the core product strategy and building relationships with studios and indie developers. From JR’s perspective, it’s a great opportunity to ride the beast that has been Unity growth over the past 3+ years. It’s a remarkable story, and I think John is probably going to enjoy the role and stepping back into an important spotlight in the industry.”

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Sony Launches SDK For SmartEyeglass

September 30, 2014 by  
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Sony has rolled out an SDK (software development kit) for its SmartEyeglass head-mounted display, another step toward challenging Google Glass.

The glasses can connect to Android smartphones via Bluetooth and project green monochrome text or basic graphics across a field within the lenses.

Sony said it will begin sales of the eyewear to developers by March 31, the end of its fiscal year. They will be sold in Japan, the U.S. and some European countries.

The Developer Preview SDK includes an emulator, tutorials, sample code and design guidelines to make the most of the device’s hardware and sensors including an accelerometer, gyroscope and brightness sensor.

The glasses, which weigh 77 grams, are more than 85 percent transparent and include a camera that can shoot 3-megapixel images and VGA video.

Sony has emphasized that the glasses project images to a user’s natural line of sight, which differs from the Google Glass display set in a corner.

“Sony’s competitive edge lies in our achievement of a thin lens with high transparency thanks to our unique holographic light guide plate technology, which enables us to provide a bright field of vision,” a Sony spokeswoman wrote in an email.

“Furthermore, the screen size is large, and images and text are displayed from the front for both eyes (not only one eye) to facilitate easier viewing and prevent eye fatigue.”

The price for the glasses as well as availability of a consumer version are still to be decided, she added.

Bulky prototype versions of the glasses were shown at the IFA and CES electronics shows earlier this year.

Potential applications include displaying cooking instructions for chefs, running time for joggers and messages from friends.

Augmented reality-style functions are also possible, such as displaying information when a user looks at a certain bottle of wine, facial recognition or navigation information in an unfamiliar city.

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Toshiba Develops Mobile Sensor

September 10, 2014 by  
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Toshiba has created a new image sensor for mobile phones and tablets that promises better image resolution for run-of-the-mill smartphones when it goes into mass production.

The T4KA7 is a 1/2.4-inch, 20-megapixel backside illuminated sensor with a 1.12 micrometer pixel size, which provides for a smaller sensor size overall.

The sensor allows for a lower module height of under 6 millimeters compared to the current 20-megapixel, 1.2-micrometer sensors, the company said.

“T4KA7 is the first 1.12-micrometer, 20-megapixel sensor on the market with a high frame rate of 22 fps at full resolution,” a Toshiba spokeswoman wrote in an email.

The frame rate is 1.8 times the speed of Toshiba’s previous 20-megapixel sensor, the T4K46.

When zooming digitally, the sensor provides crisper images compared to 13- and 16-megapixel sensors, which are resolutions widely adopted in recent smartphones, she added.

Announced earlier this year, Samsung’s camera-phone hybrid Galaxy K zoomhas a 20.7-megapixel image sensor that is supposed to perform well when taking photos in low-light settings.

Without a specific measurement for comparison, it’s hard to say whether the T4KA7 would do any better in low-light shooting situations than other sensors, the Toshiba spokeswoman said.

“We think we are providing top-class sensors in terms of pixel performance,” she added.

Toshiba is producing samples of its new sensors now, with mass production of up to half a million units per month to begin in November.

Higher-end smartphones already featuring 20-megapixel cameras include the Sony Xperia Z1, the Nokia Lumia 930 and 1520.

Announced last month, the Nokia Lumia 1020 sports a camera designed for photographers — it has a sensor with 41-megapixel resolution.

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