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Can Sumsung Compete With Intel?

October 19, 2015 by  
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Samsung is not doing that well in smartphones. To be fair, no one is, but Samsung has the ability to become something much more interesting – it could replace AMD as Intel’s rival.

Actually AMD is pretty cheap right now and if it was not for the pesky arrangement that prevents AMD’s buyer getting its x86 technology then it would have been snapped up a while ago. But with, or without AMD, Samsung could still make a good fist of chipmaking if it put its mind to it. At the moment its chipmaking efforts are one of the better things on its balance sheet.

Its high-margin semiconductor business is more than making up for the shortfall in smartphones. Selling chips to rivals would be more lucrative if they were not spinning their own mobile business. The products it have are worth $11.7 billion this year, more than half the company’s total.

Growing demand for chips and thin-film displays is probably the main reason that Samsung now expects operating profit to have reached $6.3 billion. After applying Samsung’s 16 percent corporate tax rate, its chip division is likely to bring in net income of slightly less than $10 billion.

To put this figure into perspective Intel expects to earn $10.5 billion in this year. Samsung is also sitting on a $48 billion net cash pile. Samsung could see its handset and consumer electronics business as a sideline and just focus on bumping off Intel.

The two sides of such a war would be fascinating. Intel has its roots in the PC chip market which is still suffering while Samsung is based in the mobile chip market which is growing. Intel has had no luck crossing into the mobile market, but Samsung could start looking at server and PC chips.

AMD is still dying and unable to offer Intel any challenge but there is a large market for those PC users who do not want to buy Intel. What Samsung should have done is use its huge cash pile to buy its way into the PC market. It might have done so with the IBM tech which went to Lenovo. It is still not out of the running on that front. Lenovo might be happy to sell IBM tech to Samsung.

Another scenario is that it might try to buy an x86 licence from Intel. With AMD dying, Intel is sitting on a huge monopoly for PC technology. It is only a matter of time before an anti-trust suit appears. Intel might think it is worthwhile to get a reliable rival to stop those allegations taking place. Samsung would be a dangerous rival, but it would take a while before it got itself established. Intel might do well to consider it. Of course Samsung might buy AMD which could sweeten that deal for Intel.

Samsung could try adapting its mobile chip technology for the PC/server market – it has the money to do it. Then it has a huge job marketing itself as the new Intel.

Source-http://www.thegurureview.net/computing-category/can-samsung-compete-with-intel-in-the-x86-chip-space.html

MediaTek Building Ecosystem To Power IoT

October 12, 2015 by  
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MediaTek is quietly building an ecosystem to drive IoT strategy to push its System on Chip shipments across multiple devices.

The fabless chipmaker is signing partnerships with Amazon, Tinitell, Apple, and People Power.

MediaTek is starting to come out of the shadows in the West with its SoC designs. It sees the IoT as a way to push more of its chips.

It has put in a tender to buy power management outfit Richtek Technology to expand its leadership in Power Management Integrated Circuits (PMIC) to strengthen its overall capabilities for the IoT business model. The deal is expected to close in Q2 2016.

It has provided funding to People Power, a user engagement company providing apps, cloud and mobile services for IoT to further accelerate its penetration in the IoT market in both the U.S. and China, develop new IoT products based on its Fabrux and Influx software architecture

Release of two software development kits (SDKs) for Apple HomeKit, the framework in iOS 8 for communicating with and controlling connected accessories in a user’s home.

This is on top of its partnership with Amazon for the latest devices – Amazon Fire TV is powered by MediaTek’s MT8173, a 64-bit quad-core processor and the world’s first multimedia SoC with ARM’s Cortex-A72 cores; Fire HD 8 and Fire HD 10 tablets powered by MT8135, an up to 1.5 GHz quad-core processor, resulting in a fast and fluid user interface, and smooth running HD videos and high frame-rate games.

Chief Marketing Officer, Johan Lodenius said the company’s cunning plan was to innvovate widely available technology that provides integrated connectivity, while investing in and nurturing developers and the maker community to deliver practical yet innovative solutions.

Source-http://www.thegurureview.net/computing-category/mediatek-building-ecosystem-to-power-iot.html

AMD Increases FM2+ Lineup

September 22, 2015 by  
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AMD will expand its socket FM2+ chip lineup with three new parts – the A10-7890K and A8-7690K APUs, and the Athlon X4 880K CPU.

The new parts showed up on the compatibility list of socket FM2+ motherboards by BIOSTAR and it is not clear when they will be in the shops.

The architecture mentioned is “Kaveri,” but the silicon could be “Godavari” which is a Kaveri refresh.

The top of the range will be the A10-7890K, which has CPU clock speeds of 4.10 GHz out of the box. We do not know what the TurboCore frequency will be, but the current A10-7870K offers 3.90 GHz with 4.10 GHz TurboCore. The A8-7690K has a CPU clocks of 3.70 GHz. We are not sure what the iGPU clock speeds of the two chips.

The Athlon X4 880K is the most interesting. It has 4.00 GHz CPU clocks. The Athlon X4 FM2+ series lack integrated graphics that means that they are good for those who will buy discrete GPUs, on the FM2+ platform.

All three chips offer unlocked base-clock multipliers, enabling CPU overclocking.

Source-http://www.thegurureview.net/computing-category/amd-increases-fm2-lineup.html

Is Electricity In TSMC’s Future?

September 18, 2015 by  
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Contract chip-maker Taiwan Semiconductor Manufacturing Company (TSMC) is thinking of generating electricity in-house.

The cunning plan is to install electric generating equipment at its factories or even building its own power plant.

Apparently, the company’s electricity bill will go up by 50 per cent over the next ten years as it moves to more-advanced technologies.

Taiwan is already facing power shortage problems and TSMC is worried that its plans could be stuffed up.

TSMC has asked Taiwan’s Ministry of Economic Affairs (MOEA) and government-owned Taiwan Power Company (Taipower) about the feasibility of building its own power generators and related regulatory matters.

According to Digitimes companies can set up power generating equipment for use at their own factory sites, but the law has to be revised to allow TSMC to build its own power plant.

TSMC previously pointed out that it does not necessarily need nuclear power unless there is an alternative. We really hope that quote does not mean that TSMC is considering going nuclear.

Source-http://www.thegurureview.net/computing-category/is-electricity-in-tsmcs-future.html

Both AMD And nVidia Preparing For 14nm

September 4, 2015 by  
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AMD and Nvidia both appear to be certain to get their “14 nm” out next year.

According to TweakTown Nvidia is apparently dotting the “I” and working out where to put in the semi-colons for its Pascal GPU using TSMC’s 16nm FinFet node. AMD rumored has been wining and dining its old chums at GlobalFoundries to use its 14nm process for its Greenland GPU.

Although these sound like different technologies the “14nm and 16nm”  is difference how you measure a transistor. The outcome of both 14 and 16 should be a fairly same sized transistor with similar power features. TSMC calls its process 16nm FinFet, while Samsung and GloFo insist on calling it 14nm FinFet.

The dark satanic rumor mill suggests that the Greenland GPU, which has new Arctic Islands family micro-architecture, will have HBM2 memory. There will be up to 32GB of memory available for enthusiast and professional users. Consumer-oriented cards will have eight to 16GB of HBM2 memory. It will also have a new ISA (instruction set architecture).

It makes sense, AMD moved to HBM with its Fury line this year. Nvidia is expected to follow suit in 2016 with cards offering up to 32GB HBM2 as well.

Both Nvidia and AMD are drawn to FinFET which offers 90 percent more density than 28nm. Both will boost the transistors on offer with their next-generation GPUs, with 17 to 18 billion transistors currently being rumored.

Source- http://www.thegurureview.net/computing-category/are-both-amd-and-nvidia-readying-to-release-a-14nm-gpu.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

Will nVidia’s Quadro Debut In August?

July 14, 2015 by  
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Nvidia appears to be readying new members of its professional Quadro range of graphics cards in time for the August SIGGRAPH 2015 event.

According to VideoCardz the latest Nvidia graphics driver for the Quadro range of graphics cards includes a telltale text string revealing Nvidia’s dark satanic intension.
The new driver adds support for:

NVIDIA_DEV.13F0.1152.103C = “NVIDIA Quadro M5000″
NVIDIA_DEV.13F1.1153.103C = “NVIDIA Quadro M4000″
NVIDIA_DEV.13F2= “NVIDIA Tesla M60″

At the same time last year Nvidia revealed details of the Quadro Kxx2 and since SIGGRAPH 2015 scheduled to start on 9th August (runs until 13th Aug, takes place in downtown LA) it looks like the latest Quadro graphics cards will be also launched.

Of course driver strings do not reveal much detail however the Quadro professional graphics range will be based upon the Maxwell architecture GM204GL graphics processor. We are expecting a 256-bit GPU with a a 4GB or 8GB frame buffer versions.

Then there is the Tesla M60. This GPU based general purpose computing product is expected to be based upon a fully-fledged GM204 GPU with 8GB of GDDR5 memory.

Source

Will nVidia Drop Its Prices

July 10, 2015 by  
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Nvidia is about to release a range of price cuts in a bid to see off AMD in the longer term.

While the price cuts have already happened in the US, in the EU Nvidia’s GTX 980, GTX 980Ti and Titan X are still kept high  because people were buying them at the prices the Green Goblin was asking.

In the US where competition between AMD and Nvidia is tighter, the prices dropped by 10 per cent. Ironically since Europeans are more loyal to Nvidia in the high-end graphics cards market the outfit decided they could continue to pay.

According to Kitguru the new R9 Radeon 300 series appears to have upset the apple cart. The cards have been launched at similar prices or lower than Nvidia’s top tier products. Apparently Europeans were thinking of going cheaper since the Green Goblin did not seem to admire their loyalty.

It could force AMD to drop its prices as it can’t remain competitive selling top-end graphics at prices higher than Nvidia’s while having weak selling figures in non-US countries.

It will force AMD to sell its freshly launched Fury X at prices lower than planned, and for such a new card this move damage AMD. Nvidia was expected to drop prices of course, but only for its lower-end products like the 700 or 600 series.

Source

AMD’s Quantum Has Intel Inside

July 1, 2015 by  
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AMD’s Project Quantum PC system, with graphics powered by two of the new Fiji GPUs may have got the pundits moist but it has been discovered that the beast has Intel inside

KitGuru confirmed that the powerful tiny system, as shown at AMD’s own event, was based upon an Asrock Z97E-ITX/ac motherboard with an Intel Core i7-4790K ‘Devil’s Canyon’ processor.

Now AMD has made a statement to explain why it chose to employ a CPU from one of its competitor in what is a flagship pioneering gaming PC.

It told Tom’s Hardware that users wanted the Devil’s Canyon chip in the Project Quantum machine.

Customers “want to pick and choose the balance of components that they want,” and the machine shown off at the E3  was considered to be the height of tech sexiness right now.

AMD said Quantum PCs will feature both AMD and Intel CPUs to address the entire market, but did you see that nice Radeon Fury… think about that right now.

IT is going to be ages before we see the first Project Quantum PCs will be released and the CPU options might change. We would have thought that AMD might want to put its FinFET process ZEN CPUs in Project Quantum with up to 16 cores and 32 threads. We will not see that until next year.

Source

Is Samsung The King Of LTE?

June 24, 2015 by  
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Samsung Electronics has told the world that owns the largest number of patent rights essential for long-term evolution (LTE) technology in the world.

Writing in its official blog “Samsung Tomorrow” that it has more than 3,600 standard essential patents (SEP) for the LTE and LTE-Advanced (LTE-A) technology. That is 17 percent of all LTE-related SEPs.

We guess this means that if someone buys an LTE phone more than 17 per cent of the money which goes to buy patents should end up in Samsung’s bank account.

Samsung Electronics Digital Media & Communication Laboratory’s intellectual property application team head Lee Heung-mo said Samsung Electronics has established a solid foothold as the global leader and the first mover in the fourth-generation mobile telecom market.

“This also means that the company has become able to provide more convenience to customers by developing the latest technologies.”

The Taiwanese patent office conducted market research for the nation’s state-run National Applied Research Laboratory based on about 6,000 patent rights listed at the Patent and Trademark Office in the United States during the last two years.

LG Electronics and Qualcomm followed Samsung Electronics in second place with 14 percent of SEPs, each. Ericsson, Panasonic, Nokia and NTT DoCoMo hold the third spot with 5 percent, each.

Pantech, the nation’s third-largest handset maker which currently faces bankruptcy, held only one percent, while Korea’s state-run Electronics and Telecommunications Research Institute owned less than 1 percent, the report showed.

During the patent dispute with Apple, the U.S. International Trade Commission said Apple had infringed on Samsung Electronics’ SEPs though they had to be shared under a “fair, reasonable and non-discriminatory” principle.

Samsung Electronics said it has pushed for securing the SEPs in this sector during the last 18 years and has competed with global telecom giants including Qualcomm, Nokia and Ericsson as a relative latecomer. It said securing leadership in SEPs may change the crisis of facing patent disputes to diversifying income sources.

Source

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