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Is Qualcomm Back in The Black?

July 25, 2016 by  
Filed under Computing

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Qualcomm has had a better than expected results in its Q3 earnings, beating street and even its own estimates.

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

Apple Rolls Out A Revamped Store

June 21, 2016 by  
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Apple Inc announced a series of long anticipated enhancements to its App Store, but the new features may not ease concerns of developers and analysts who say that the App Store model – and the very idea of the single-purpose app – has seen its best days.

The revamped App Store will let developers advertise their wares in search results and give developers a bigger cut of revenues on subscription apps, while Apple said it has already dramatically sped up its app-approval process.

The goal is to sustain the virtuous cycle at the heart of the hugely lucrative iPhone business. Software developers make apps for the iPhone because its customers are willing to pay, and those customers, in turn, pay a premium for the device because it has the best apps.

The store is now more strategically important than ever for Apple as sales of the iPhone begin to level off and the company looks to software and services to fill the gap. Apple CEO Tim Cook said on a recent conference call that App Store revenues were up 35 percent over last year.

But the store is also a victim of its own success. Eight years after its launch, it is packed with more than 1.9 million apps, according to analytics firm App Annie, making it almost impossible for developers to find an audience – and increasingly difficult for customers to find what they need, as some 14,000 new apps arrive in the store each week.

“The app space has grown out of control,” said Vint Cerf, one of the inventors of the internet and now a vice president at Alphabet Inc’s Google, who was speaking at a San Francisco conference on the future of the web on Wednesday. “We need to move away from having an individual app for every individual thing you want to do.”

Courtesy-http://www.thegurureview.net/mobile-category/apple-rolls-out-a-revamped-app-store.html

Did Researchers Create Lifetime Batteries?

May 4, 2016 by  
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Researchers at the University of California at Irvine (UCI) have accidentally – yes, accidentally – discovered a nanowire-based technology that could lead to batteries that can be charged hundreds of thousands of times.

Mya Le Thai, a PhD candidate at the university, explained in a paper published this week that she and her colleagues used nanowires, a material that is several thousand times thinner than a human hair, extremely conductive and has a surface area large enough to support the storage and transfer of electrons.

Nanowires are extremely fragile and don’t usually hold up well to repeated discharging and recharging, or cycling. They expand and grow brittle in a typical lithium-ion battery, but Le Thai’s team fixed this by coating a gold nanowire in a manganese dioxide shell and then placing it in a Plexiglas-like gel to improve its reliability. All by accident.

The breakthrough could lead to laptop, smartphone and tablet batteries that last forever.

Reginald Penner, chairman of UCI’s chemistry department, said: “Mya was playing around and she coated this whole thing with a very thin gel layer and started to cycle it.

“She discovered that just by using this gel she could cycle it hundreds of thousands of times without losing any capacity. That was crazy, because these things typically die in dramatic fashion after 5,000 or 6,000 or 7,000 cycles at most.”

The battery-like structure was tested more than 200,000 times over a three-month span, and the researchers reported no loss of capacity or power.

“The coated electrode holds its shape much better, making it a more reliable option,” Thai said. “This research proves that a nanowire-based battery electrode can have a long lifetime and that we can make these kinds of batteries a reality.”

The breakthrough also paves the way for commercial batteries that could last a lifetime in appliances, cars and spacecraft.

British fuel-cell maker Intelligent Energy Holdings announced earlier this year that it is working on a smartphone battery that will need to be charged only once a week.

Did Researchers Create Batteries That A Lifetime? : :: TheGuruReview.net ::

Courtesy-TheInq

Qualcomm Goes LTE For Microsoft

October 22, 2015 by  
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Qualcomm has continued its friendship with Microsoft by extending its latest LTE-Advanced modem, the X12, to Windows 10 notebooks and tablets.

The chipmaker was the only major chip provider to optimize its architecture for Windows Phone, and Microsoft’s Lumia devices, which run on Snapdragon 808 and 810 chips.

The Windows 10 devices which come to market later this year will have the option to integrate cellular connectivity with the X12, X7 or X5 LTE modems, which support the Microsoft operating system’s native Mobile Broadband Interface Model (MBIM).

Qualcomm said this would give business users, in particular, a similar experience on their large-screened devices as on their smartphones, giving the particular examples of location-based services and security driving LTE usage on PCs and tablets.

Integrated cellular connectivity has not been so important for notebook users, outside of a few scenarios such as WiFi-less trains, most wireless access from notebooks, and even tablets, is over a WLAN.

Qualcomm makes WiFi chips for portable devices but it does not have such a big market share. Working with Microsoft means it could have a higher presence and a far better chance of delivering mass sales. The Surface Pro and its new Surface Book, is getting good reviews and might even be popular.

Courtesy-http://www.thegurureview.net/computing-category/qualcomm-goes-lte-for-microsoft.html

Apple Removes Data Spying Apps From Store

October 21, 2015 by  
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Apple has removed several apps from its store that it said could pose a security risk by exposing a person’s Web traffic to untrusted sources.

The company recommended deleting the apps but did not name them, which may make it hard for people to know which apps put their data at risk.

The apps in question installed their own digital certificates on a person’s Apple mobile device. It would enable the apps to terminate an encrypted connection between a device and a service and view the traffic, which is a potential security risk.

Most websites and many apps use SSL/TLS (Secure Socket Layer/Transport Security Layer), a protocol that encrypts data traffic exchanged with a user. SSL/TLS is a cornerstone of Web security, ensuring data traffic that is intercepted is unreadable.

It is possible in some cases to interfere with an encrypted connection. Many enterprises that want to analyze encrypted traffic for security reasons will use SSL proxies to terminate a session at the edge of their network and initiate a new one with their own digital certificate, allowing them to inspect traffic for malicious behavior.

In that scenario, employees would likely be more aware or expect that kind of monitoring. But people downloading something from the App Store probably would have no idea of the access granted to their sensitive data traffic.

Apple checks applications to ensure that malicious ones are not offered in its store. Those checks are in large part the reason why Apple has had fewer problems with malicious mobile applications in its store.

Installing digital certificates isn’t itself a malicious action per se, but Apple may be concerned that users are not fully aware of the consequences of allowing an app to do so.

Source-http://www.thegurureview.net/aroundnet-category/apple-removes-data-spying-apps-from-store.html

Kemoge Malware Menacing Android Phones

October 20, 2015 by  
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Smartphone owners running Google’s Android operating system in more than 20 countries have been infected with a particularly aggressive malware program that bombards devices with unwanted advertisements.

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

Are Investors Losing Patience With Apple?

September 24, 2015 by  
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Investors fear that Apple has run out of ideas after it released a version of Microsoft’s surface pro and an iPhone, which was the same as last year’s.

Apple’s Tim Cook might have thought yesterday, as he walked away from the cheering crowds of Apple employees and rabid New York Times writers, that he had won the day.

However, Apple shares fell 1.9 percent as shareholders realised that there were no transformative products that could jumpstart the company’s sales ahead of the crucial holiday season.

Apple shares usually drop an average of 0.4 percent on the day of iPhone announcements because the hype never matches the reality but this is a much bigger fall.

The big iPad received a raspberry because it was too big and similar to Microsoft’s Surface tablet and the new iPhones were too similar to those released a year ago. The Apple Surface Pro even came with a stylus, which is something that Apple fanboys mocked for years. In fact the only innovative thing about it was that it required recharging every ten hours making it the chocolate teapot of pencils.

All they had which was new was the 3D Touch which is a “so what?” technology which no one really needed or cares about. It was certainly not worth upgrading to get.

Jobs’ Mob has clearly given up on any pretence of “thinking different” and short of ideas has copied itself and others.

We expected the Apple TV announcement to be hugely disappointing. Apple has mostly dialled back its ambitions this year as it plans a bigger telly service announcement next year. But you would think that after all these years not upgrading the Apple TV, Jobs Mob could have come up with some more interesting hardware.

What we got were demonstrations showed tricks to make viewing easier voice control which can rewind a video for 15 seconds and turn on subtitles, when a viewer asks something like “What did she say?”

Oddly Cook said that Apple had worked really hard, and really long on that project. The new set-top box will include an app store and let developers create new software for Apple TV, including video games.

Again nothing that you can’t get elsewhere and probably a lot cheaper.  We expect the Tame Apple Press will go into damage control limitation exercise and try to convince the world that everything is brilliant.  Watch the comments below for statements from “Apple investors” claiming that their shares have gone up and that there was tons in yesterday’s rally to get excited about.

Source-http://www.thegurureview.net/computing-category/are-investors-losing-patience-with-apples-inventiveness.html

Qualcomm To Wirelessly Charge BMWs

September 8, 2015 by  
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Qualcomm has launched its new Official Safety Car for season two of the FIA’s Formula E Championship.

For those not in the know, the Formula E Championship is for electric cars, and they are no longer the milk floats that English people get stuck behind in narrow streets.

The new Official Qualcomm Safety Car is the BMW i8 but it will be charged wirelessly with an advanced Qualcomm Halo 7.2kW wireless charging system.

The Qualcomm Halo 7.2kW wireless charging system delivers twice the amount of energy to the BMW i8′s batteries per hour as compared to last year’s 3.6kW system.

This halves the full charge time, enabling the vehicle to fully charge in one hour. Employing Qualcomm Halo DD technology, with magnetic architecture optimization, ensures higher coupling coefficients and drives lower system currents, higher inefficiencies and the ability to support higher power levels.

A Qualcomm spokesman said that an open championship has encouraged teams to develop their own powertrain tech.

This ensures that the racing remains highly competitive, and it supports the goal of Formula E to advance the development of new technologies for electric vehicles and to bring those technologies, vital to sustainable mobility, to the attention of millions of people around the globe, a spokesman said.

Qualcomm’s general manager of wireless charging, Steve Pazol said Qualcomm was excited to continue its support of Formula E in this second season.

Source-http://www.thegurureview.net/computing-category/qualcomm-to-wirelessly-charge-bmws.html

Qualcomm Debuts NextGen Adreno

August 24, 2015 by  
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Qualcomm has announced its next-generation Adreno GPU architecture, promising major improvements to performance, power efficiency and user experience in its upcoming Snapdragon processors.

The first two GPUs available on the new architecture, the Adreno 530 and Adreno 510, will be available integrated with the forthcoming Snapdragon 820 and Snapdragon 620/618 processors, Qualcomm said, and are claimed to “maximize battery life”.

The new GPUs are the successors to the Adreno 4xx family and are claimed to be the “highest-performance GPU ever designed by Qualcomm”, providing 40 percent lower power consumption and 40 percent faster performance for graphics and GPGPU compute when compared with the Adreno 430.

They will also support OpenGL ES 3.1+ Android Extension Pack, Renderscript, as well as the new OpenCL 2.0 and Vulkan APIs.

Other features include support for 64-bit virtual addressing, allowing shared virtual memory and efficient co-processing with 64 bit CPUs, along with improved fine-grain power management, and new rendering, compositing and compression techniques to enable higher performance at lower power consumption and reduced DRAM bandwidth.

The chip company also announced a new 14-bit Qualcomm Spectra image signal processing (ISP) unit, which will also debut in the Snapdragon 820. It is designed to support DSLR-quality photography and enhanced computer vision, Qualcomm said.

This will bring better camera and imaging technology to upcoming Android devices, Qualcomm said, such as more natural skin tones via 14-bit dual ISP units supporting up to three simultaneous cameras – for example, one facing the user, and two rear facing – and up to 25MP at 30 frames per-second with zero shutter lag.

Qualcomm VP of product management Tim Leland said: “Qualcomm Spectra ISP, together with our Adreno 5xx-class GPU, brings an entirely new level of imaging to smartphones, and is designed to allow Snapdragon-powered devices to capture ultra-clear, vivid photos and videos regardless of motion and lighting conditions and display them with the color accuracy that nature intended.”

Devices based on Snapdragon 820 that feature the new GPU and ISP are expected to be available in the first half of next year.

The specs for Qualcomm’s upcoming Snapdragon 820 mobile processor leaked last week ahead of its rumored launch later in August.

The chip was expected to be officially unveiled later this month, but an analyst called Pan Jiutang let the cat out of the bag, posting some slides on Weibo on Wednesday that revealed pretty detailed specifications.

The slides might not be 100 percent legit, but are in line with many other rumors circulating at the moment, and most likely accurate. It shows that the Snapdragon 820 sports the newer Hydra CPU which is claimed to be 35 percent faster than Qualcomm’s current 810 processor.

This better use of power is a result of the chip’s new 14nm manufacturing process, which is much smaller than with the 20nm Snapdragon 810.

Source

Will Qualcomm Give Some Workers The Boot?

July 23, 2015 by  
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Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.

The company, according to our well informed industry sources, will announce this during the upcoming Qualcomm Q3 FY15 earnings conference call that Is scheduled for July 22. We could not find out which jobs will be affected, but we expect that the company will shad more light on it during the call.

In December 2014 the company announced that it would slash some 900 jobs and it ended up slashing roughly 1,500 jobs. This will be the first major announcement and it comes at a bad time, as the company’s sales numbers are not that great. Qualcomm lost its highest end customer, Samsung, and companies like HTC who are using the Snapdragon 810 are not too happy about company’s highest end SoC offering.

Qualcomm has around 31,300 employees, which is still not that much considering that Intel has some 100,000, but its main SoC competitor, MediaTek, has just over 10,000 employees making its operational costs much smaller.

If the number of employees 31,300 didn’t change in recent months, slashing 4,000 jobs would mean cutting the 12.8 percent of the workforce. This is a major adjustment, no question about it.

Still, we believe that the server division will start making some money in 2016 and the new Snapdragon 820 is expected to start shipping later this year. In the long run, the company is more than fine, it is just that the competitors have changed from Nvidia and Intel to MediaTek.

Source

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