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GreenPeace Still After Apple

November 27, 2012 by  
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A Greenpeace study has revealed that Indian outsourcing firm Wipro made the biggest strides to becoming a greener company this year, while Apple continued to lag behind.

Greenpeace’s “Guide to Greener Electronics” is a 16 company ranking that sets out to discover what leading electronics firms are doing to reduce their impacts on the environment.

This year’s study found that Indian firm Wipro, which has a consumer electronics division, was making important progress toward becoming greener.

“There is not a single reason why companies like HP, Nokia and Apple can’t do what Wipro is doing,” Greenpeace’s IT analyst Casey Harrell said.

Wipro was ranked number one in Greenpeace’s survey because of its efforts to increase its use of renewable energy, bring energy efficient products to market, nail down an effective product take back strategy and advocate for better governmental energy standards.

Harrell said that advocacy is an important step companies should take to becoming more environmentally aware. However, he believes that many companies are not doing enough to get the government involved in green initiatives.

“These companies invest a lot of money in advocacy, just not for energy,” continued Harrell.

“They invest in advocacy for things like IP reform and tax reform, just not for energy policy reform.”

Greenpeace’s study criticized Apple for its lack of advocacy efforts. The environmental agency gave the Iphone maker a ranking of zero when it came to environmental protection advocacy.

Apple has previously been slammed by Greenpeace for its decision to use glued-in batteries in its latest Macbook devices.

While many US companies rated poorly on environmental advocacy, Harrell still held out hope that some firms will try to do more going forward. As an example for his optimism, Greenpeace’s IT analyst said that in 2010 HP came out against the controversial California Proposition 23.

Another key area that Greenpeace thinks electronic firms need to improve upon is the lack of proper warranties on devices. Harrell said that companies can make the most energy efficient products in the world but if consumers have to buy a new product each year it won’t matter.

“It is a huge problem,” said Harrell.

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nVidia Soars

November 23, 2012 by  
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Nvidia has published its third quarter earnings and the results are impressive to say the least. With record revenue of $1.2 billion, Nvidia’s net income in Q3 was $209.1 million (GAAP).

Quarterly revenue is up 12.9 percent year-over-year and represents a 15.3 percent sequential bump, beating analyst expectations. However, Nvidia expects its revenue to dip to between $1.02 and $1.17 billion in the fourth quarter.

The company blames the projected slump on a declining PC market. It seems Nvidia does not expect Windows 8 will have a very positive impact on the PC market.

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Lenovo On The Rise

November 19, 2012 by  
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Lenovo has topped off a great 2012 with record sales figures and revenues, and claimed it took 15.6 percent of the PC market.

Lenovo is the PC maker that has bucked the industry trend of a shrinking PC market, posting faster than average industry growth for 14 consecutive quarters. All of that has left the firm announcing an 11 percent increase in second fiscal quarter sales to $8.7bn with profits of $162m, an increase of 13 percent over the same period last year.

Lenovo has managed to maintain the legendary status held by IBM’s Thinkpads and introduce its own low-cost models aimed at consumers. The firm has also been pushing smartphones in China and close to half of its revenues in its second fiscal quarter came from its home market.

Yang Yuanqing, chairman and CEO of Lenovo said, “Our global PC market share reached another historic high, moving us closer to our dream of becoming the worldwide PC leader. With four years’ effort, our consumer PC business has become the world’s number one in this segment for the first time. Our smartphone business in China, which we started only two years ago, has again strengthened its number two position,”

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Will Sharp Collapse?

November 13, 2012 by  
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Japanese troubled telly maker, Sharp, has warned that if it can’t do something radical soon, its business could go the way of the dodo and T-Rex.

Despite being a major supplier of LCD displays to Apple and other manufacturers, the company has admitted that it can’t survive in its current form. According to Computerworld the company said that there is “material doubt” about its ability to continue operating. The company thinks that it can cut costs and secure enough credit to survive and much of its plan for recovery is based on its IGZO technology for mobile displays.  This technology uses less battery power than existing screens.

Sharp is also carrying out a restructuring plan in which it has reduced headcount, slashed employee salaries and mortgaged its buildings and factories. The company is booking a net loss of $5.6 billion for the year mostly to cover its restructuring costs. Its stock has been downgraded to junk status by ratings agencies and apparently its executives have been seen around Apple and Intel HQ’s with their cloth caps in their hands looking for bail outs, or investments, depending on who you talk to.

Sharp President Takashi Okuda said the company is continuing its  negotiations with Hon Hai, even though so far these have not been going that well. Sharp made a mistake in that it thought that the world wanted LCD panels for large-screen TVs. It is now trying to switch over to the booming market for tablets and smartphones.

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Lenovo Adds Enterprise Servers

November 12, 2012 by  
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Eager to expand its horizons beyond PCs and tablets, Lenovo on Monday announced the first server from the newly created Enterprise Product Group, which deals in servers, storage, networking and software.

The ThinkServer TD330 is a tower server based on Intel’s Xeon E5-2400 processors. The server will support up to 16 processor cores and start at $929.

Lenovo last week announced the formation of the Enterprise Product Group. It is headed by Roy Guillen, vice president and general manager of the division. Guillen was previously vice president and general manager of Dell’s data center solutions (DCS) division.

Lenovo already offers low-end servers and workstations for homes and small businesses, but the new division will target small, medium-size and large enterprises. Lenovo has offered low-end servers based on Intel’s Xeon E3 and E5 processors, but the company did not respond to a request for comment on whether existing ThinkServer products would be part of the enterprise product portfolio.

“We’ve placed expanded emphasis on building our server portfolio this year, introducing products that meet the needs of all our customers — from enterprise customers to small businesses,” Guillen said in a statement.

Lenovo established itself as a PC company after it bought IBM’s PC division in 2005. Lenovo’s progress in the PC market has been rapid, with IDC placing the company as the world’s largest PC vendor for the first time in the third quarter this year. The new enterprise division will put Lenovo in competition with IBM, Hewlett-Packard and Dell, which also sell x86 servers.

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Amazon Goes To Court

November 9, 2012 by  
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Amazon is suing Daniel Powers, its ex VP in charge of global sales for Amazon Web Services because he joined Google in a cloud role.

Taking the new job, asserts Amazon, violates Powers’ non-compete agreement with Amazon, which let Powers go this summer with a reasonable severance package.

There is a risk that Powers could take important information that he learned about the Amazon web services business to its rival, Google, and that is what the firm is seeking to stop.

According to Geekwire Amazon wants an injunction against Powers to prevent him from “engaging in any activities that directly or indirectly support any aspect of Google’s cloud computing business”.

A court filing claims that Amazon has an agreement with Powers that says he will not join a rival for a “limited time following the termination of his employment”.

Powers, it warns, is a veteran who knows the cloud business from “top to bottom”, adding that he has “acquired and currently possesses extensive knowledge of Amazon’s trade secrets and its highly confidential information”.

The complaint says that he has extensive and detailed information about Amazon Web Services’ prospects, business, potential business partners, pricing strategies and goals.

Amazon has not provided us with further comment.

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Can DRAM Be Saved By Win8?

November 8, 2012 by  
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Microsoft’s roll-out of Windows 8 is not expected to generate a significant increase in DRAM shipments, according to market research firm IHS iSuppli.

Other operating system roll outs have pushed up the demand for DRAM, and some had hoped that it would save the battered industry. However while iSuppli thinks that Global DRAM bit shipments are expected to increase by eight percent in the fourth quarter compared to the third quarter, this is much lower than previous Windows roll outs.

In the good old days  Windows rollouts have always generated double-digit increases in quarterly DRAM shipments. Part of the problem is that Windows 8 is pretty good software and has a leaner hardware requirement. But the biggest part is that Windows 8 is not likely to deliver a significant increase in PC shipments in the fourth quarter compared to the fourth quarter of 2011, IHS said.

Clifford Leimbach, analyst for memory demand forecasting at IHS said that starting with Windows 7 and continuing with Windows 8, Microsoft has taken a leaner approach with its operating systems, maintaining the same DRAM requirements as before.

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Is Windows 8 In High Demand?

November 7, 2012 by  
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Microsoft Corp Chief Executive Steve Ballmer said on Monday demand for the company’s new Windows 8 operating system, that went on sale last Friday, was running at a higher rate than its last release, Windows 7.

“We’re seeing preliminary demand well above where we were with Windows 7, which is gratifying,” Ballmer said at an event launching new Windows phones.

Windows 7 is the best-selling version of Windows so far, selling more than 670 million licenses in three years since release in 2009.

“Over the weekend we saw an incredible response around the globe to Windows 8 and the Microsoft Surface,” said Ballmer, referring to Microsoft’s first own-brand tablet, designed to challenge Apple Inc’s iPad. He did not give out any sales figures.

On Friday, there were moderate lines at Microsoft’s 60 or so stores across the United States for the Surface.

Ballmer was in San Francisco speaking at an event showcasing phones running its new Windows Phone 8 software, which go on sale this weekend.

Microsoft has struggled to make headway in the smartphone market, holding just 3.5 percent of the worldwide market, compared to 68 percent for Google Inc’s Android devices and 17 percent for Apple’s iPhone, according to tech research firm IDC.

The company highlighted how the new phones make use of Microsoft’s SkyDrive cloud service, enabling users to sync and transfer music, documents and photos between PCs, tablets and the Xbox game console. Microsoft added that it now has 120,000 apps in its online store for phones, still far fewer than the number available for iPhone and Android users.

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ARM Goes High-End

November 6, 2012 by  
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Nvidia is itself an ARM chip licensee that has seen significant design wins with its Tegra 3 system-on-chip (SoC) processor, however the firm doesn’t see ARM based servers being able to do heavy lifting in server tasks for two years. Sumit Gupta, GM of Nvidia’s Tesla Accelerated Computing business unit said that even with GPGPUs, ARM based servers are not yet able to provide the computing power needed to drive high performance servers.

Gupta said, “Performance of these ARM cores is still not where it needs to be for servers. It is getting there; the new ARM64 [processor] is going to get it part of the way.” However he did say that eventually ARM SoCs could hit X86-like performance levels. “One day I think ARM will at least get to similar performance levels as X86 performance. The belief is that over the next one or two years these ARM SoCs will be good enough for cloud applications and web serving. I think it will take some more time to be good enough for accelerated computing.”

As for Nvidia using its Tegra chips to push work to the firm’s GPGPUs, a scenario that would make the firm’s accountants very happy, Gupta said he was surprised at the level of interest from developers and questioned the need for powerful CPUs. “We did a small development kit called Karma that has a Tegra 3 and a Nvidia GPU, [and] I was shocked by the number of those kits that have been sold. The interest in this ARM plus GPU is far larger than even I expected. If the GPU can do dynamic parallelism, it becomes more independent than how powerful CPUs do you need? I believe the first thing that will happen is that people will start using lower performing [Intel] Xeons […] then at some point when these Atom based processors become available they might use that, and when ARM64 is available they’ll use that.”

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Tech CEOs Ready For Tablet Wars

November 5, 2012 by  
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The biggest names in consumer technology, smacked by a string of disappointing quarterly results this month, are gearing up for what appears to be the fiercest holiday battle in years.

Investors and consumers have already largely written off flaccid quarterly numbers from tech behemoths like Microsoft, Apple, Google and Amazon. What counts is the next 60 days, when the biggest names in technology do battle at a near-unprecedented scale and pace.

Just last Thursday, Amazon compared its Kindle Fire with Apple’s new iPad mini, point by point, in its earnings release, an unusual forum to name rivals. Apple CEO Tim Cook compared Microsoft’s Surface tablet to an over-engineered car that can fly and float. And Microsoft went for the iPad, saying its Surface boasted twice its storage.

All three tablets will vie for the shrinking consumer dollar these holidays. By tech standards, it’s getting ugly.

“The tablet space is where the growth is. That’s why they are all fighting over it. PC shipments are down and some tablet buyers may never buy another PC,” said Michael Allenson, strategic consulting director in the Technology and Telecom Research Group at Maritz Research.

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