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Intel Says PCs Will Make A Comeback
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The PC will make a comeback, but the so-called Tablet revolution is history, according to the Chipmaker who missed out on it.
Kirk Skaugen, GM of Intel’s client computing group told the Intel Global Capital Summit that there are more than a billion PCs that are more than three years old and a third of a billion that are over five years old. People are coming back to the PC and refreshing their systems.
It used to be that people upgraded every two years or so, but in the last five years silicon has got so powerful that no one saw the need. The problem is that they still don’t and Skaugen hopes that two-in-one detachable-screen systems, will be a major growth driver.
Sales of two-in-one systems are up 150 per cent, he claimed, and are leading to people wanting to refresh their PCs up to 18 months earlier than they would have. Mini computers are another growth market.
Without the growth in two-in-ones, the laptop market in the US would have shown 4 per cent negative growth, Skaugen said. However the new forms created a one per cent growth. He thinks the new hardware that such systems are starting to carry, particularly 3D cameras are going to have people rushing back to laptops.
The big loser in all of this is going to be the tablet market. Intel had got the growth in tablets wrong, he said, and is now revising its forecasts.
“18 months ago many people thought that tablet sales were going to cross over PCs in 2014. Now we’re sure they won’t ever. Intel has taken a billion units out of our forecasts in the last year,” he said.
That is just as well because Intel never made a sustainable dent into the tablet market, but it also fulfilled our predictions that the technology never solved any problems. It was still the same toy that Microsoft had been attempting to sell without success for years and they never had a use.
Courtesy- http://www.thegurureview.net/computing-category/intel-says-pcs-will-make-a-comeback.html
Did Intel Deliberately Slow PC Sales?
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Intel might have caused slow PC sales at the beginning of the year to boost the price of its Skylake chips later.
A recent study shows that the slump in PC sales in the first half was deliberately made to help Skylake sell better since August. Initially analysts believed that sales of the Skylake are hindered by existing stocks of previous Haswells, but it turns out this was untrue.
Tech Trader Daily has found that Intel significantly reduced shipments of its central processing units in the first half of the year, to leave PC maker inventories drained and empty.
This is normal practice since Intel needed to have all its PC makers and retailers with empty enough stocks in order to fill them up quickly with new Skylake models in August. But this year the plan worked too well. The Skylake stocks quickly evaporated and the first supply aps appeared between the months of August and September, with Intel quickly assuring its customers that new Skylake batches will return in stores as fast as possible.
Normally Chipzilla has a cycle of unit buildups in the first half of a financial year and then a controlled drain of units in the second half. This helps PC makers and retailers build systems in the first half and then sell them bundled without being compromised by stand-alone units selling alongside them at a higher pace in the second.
This time Intel launched the Skylake in the second half of the year, August onwards, so the cycle was stuffed up. Now it seems that this will mean a low supply of Skylakes in the first half of 2016. If you can find them, you might need to stock up now.
Intel is making piles from this. PC makers mainly build their systems on Skylakes and since the supply is low the price is high. Intel does not have to discount to shift the technology, the suppliers have to buy it at any price. Particularly as Intel’s only real x86 market, AMD, is having a bit of a snooze.
A full transition to Skylake will probably happen in winter, but the ongoing process at the moment gives Intel the much-needed money to financially buffer a slowdown in sales next spring. All this gives a warning about what will happen if AMD goes under and Intel takes total control.
Source-http://www.thegurureview.net/computing-category/did-intel-deliberately-slow-pc-sales.html
Is Intel Supporting Open-Source?
Intel has suddenly made some interesting hardware less interesting to open sourcers by insisting that its i915 DRM kernel graphics driver for upcoming Skylake and Broxton hardware demands some binary-only firmware blobs.
According to Phoronix these first i915 DRM firmware blobs are for Skylake and Broxton for the GuC and DMC.
DMC is the Display Microcontroller used by Skylake (Gen9) within the display engine to save and restore its state when entering into low-power states and then resuming. It saves and restores display registers across low-power states separate of the kernel.
Intel said that the firmware blobs are required by the DRM driver rather than being an optional add-on.
The license of these firmware blobs also indicate that redistribution is only allowed in binary form without modification. Beyond that, “no reverse engineering, decompilation, or dis-assembly of this software is permitted.”
Basically this will kill off any desire for Open Source enthusiasts to touch Skylake, although we doubt Intel will be too worried – they are a very nice couple. In any event AMD apparently uses something similar to protect bits of its operation.
Still Intel is shipping these firmware files early so everyone knows they are there.
Intel Talks More About Skylake
A new Intel roadmap suggests the first Broadwell LGA parts will launch in Q2, while Skylake-S parts will come in Q3.
The roadmap was published by PC Online and points to two Broadwell LGA launches this quarter – the Core i7-5775C and Core i5-5675C. These two parts will be joined by a total of four Skylake-S products in Q3, the Core i7-6700K, Core i7-6700, Core i5-6600K, Core i5-6600 and the Core i5-6500.
Both Skylake-S and Broadwell LGA will replace the current crop of Haswell parts, including Devil’s Canyon products. However, Broadwell LGA sits one tier above Skylake-S and Haswell-based products.
Starting in Q4, we should see more Broadwell LGA parts, but we don’t have any names yet. In the first quarter of 2016, we can also expect new Skylake-S parts.
Speaking of 2016, Intel plans to unleash the Broadwell-E in the first quarter of 2016. Little is known about Broadwell-E, but the new 14nm flagship is expected to sport eight cores. Clocks remain unknown, although the 14nm node promises substantial gains.
Intel Sends Braswell SoC To Partners
Intel announced that it is now shipping the Bay Trail system on a chip (SoC) successor codenamed Braswell to OEM partners.
Announced almost exactly a year ago at Intel’s Developer Forum in Beijing, Braswell is a more powerful version of Bay Trail running on the 14nm fab process, designed to power low-cost devices like Chromebooks and budget PCs.
The chip maker said that devices will hit the market sometime in late summer or autumn.
“We expect Braswell-based systems to be available in the market for the back to school 2015 selling season,” an Intel representative told The INQUIRER. “Specific dates and options will be announced by our OEM partners.”
That’s all Intel will give us for now, but we were told that full details regarding the upcoming chip will be revealed at IDF in Shenzhen next week.
Braswell was expected to arrive at the end of 2014 when it was originally unveiled last year.
Kirk Skaugen, general manager of Intel’s PC Client group, said that it will replace Bay Trail as part of the Atom line, and will feature in over 20 Chromebook designs.
“Last year, we had only four designs on Chrome. Today I can announce that we will have over 20 designs on Chrome,” said Skaugen at the time.
Intel recently announced another 14nm chip, the Atom x range, previously codenamed Cherry Trail, although this will be focused on tablets rather than the value PC market segment and Chromebooks like Braswell.
In terms of power, Braswell is likely to fit snuggly above the Atom x5 and x7 Cherry Trail SoCs and beneath the firm’s recently announced 5th-generation Core products, previously codenamed Broadwell.
Unveiled at Mobile World Congress earlier this year, Intel’s Atom x5 and x7 chips, previously codenamed Cherry Trail, are also updates to the previous Bay Trail Atom line-up, being the first Intel Atom SoCs on 14nm.
These higher-powered SoCs are designed to bring improved 3D performance to mainstream premium handheld devices running full versions of Windows and Android, such as 7in to 10.1in tablets and 2-in-1 hybrid laptops priced at around $119 to $499.
For example, Microsoft quietly announced on Tuesday that the upcoming Surface 3 tablet-laptop hybrid will be powered by an Intel Atom x7. The device is priced at $500.
Intel Debuts The N3000 Series SoC
Intel has launched Intel N3000 series systems on a chip (SoCs), which will kill off Bay Trail-M and Bay Trail-D SoCs on the desktop and mobile PCs.
CPU World also has spotted some other chips which have been revealed to the world.
Intel has also launched desktop and mobile Core i3 and Pentium microprocessors. New mobile models are Pentium 3825U, Core i3-5015U and i3-5020U. These ones are based on Broadwell 14nm.
Core i3-5015U and i3-5020U are dual-cores with Hyper-Threading technology, HD 5500 graphics and ultra low 15 Watt TDP. The processors run at 2.1 GHz and 2.2 GHz. This is 100 MHz higher than the i3-5005U and i3-5010U models, that were launched three months ago.
The i3-5015U and i3-5020U chips offer a 50 MHz higher graphics boost. Official prices of these SKUs are $275 and $281.
The Pentium 3825U incorporates a couple of enhancements on the older Pentium 3805U. It supports Hyper-Threading that allows it to process twice as many threads. It also has base and maximum graphics frequencies increased to 300 MHz and 850 MHz.
The 3805U and 3825U operate at 1.9 GHz and have 2 MB L2 cache. The 3825U processor is rated at 15 Watt TDP, and priced at $161.
USB 3.1 Coming Later This Year
The emerging USB 3.1 standard is on track to reach desktops as hardware companies release motherboards with ports that can transfer data twice as fast as the previous USB technology.
MSI recently announced a 970A SLI Krait motherboard that will support the AMD processors and the USB 3.1 protocol. Motherboards with USB 3.1 ports have also been released by Gigabyte, ASRock and Asus, but those boards support Intel chips.
USB 3.1 can shuffle data between a host device and peripheral at 10Gbps, which is two times faster than USB 3.0. USB 3.1 is also generating excitement for the reversible Type-C cable, which is the same on both ends so users don’t have to worry about plug orientation.
The motherboards with USB 3.1 technology are targeted at high-end desktops. Some enthusiasts like gamers seek the latest and greatest technologies and build desktops with motherboards sold by MSI, Asus and Gigabyte. Many of the new desktop motherboards announced have the Type-C port interface, which is also in recently announced laptops from Apple and Google.
New technologies like USB 3.1 usually first appear in high-end laptops and desktops, then make their way down to low-priced PCs, said Dean McCarron, principal analyst of Mercury Research.
PC makers are expected to start putting USB 3.1 ports in more laptops and desktops starting later this year.
Will Intel Release Skylake This Year?
Intel has confirmed that it will release Core M processors this year based on its new Skylake chip design.
Intel CEO Brian Krzanich said at the Goldman Sachs Technology and Internet conference that the the new Core M chips are due in the second half of the year and will also extend battery life in tablets, hybrids, and laptop PCs.
The new chips will mean much thinner tablets and mobile PCs which will make Apple’s Air look decidedly portly. Intel’s Core M chips, introduced last year, are based on the Broadwell but the Skylake chips should also improve graphics and general application performance.
The Skylake chips will be able to run Windows 10, as well as Google’s Chrome and Android OSes, Krzanich said. But most existing Core M systems run Windows 8.1, and Intel has said device makers haven’t shown a lot of interest in other OSes. So most Skylake devices will probably run Windows 10. Chipzilla is expected to give more details about the new Core M chips in June at the Computex trade show in Taipei.
Skylake systems will also support the second generation of Intel’s RealSense 3D camera technology, which uses a depth sensor to create 3D scans of objects, and which can also be used for gesture and facial recognition. The hope is that the combination of Skylake and a new Windows operating system will give the PC industry a much needed boost.
In related news, Intel announced that socketed Broadwell processors will be available in time for Windows 10.
Will Intel Assist Apple?
Apple is apparently having problems getting its partners to make 3-D transistors that go.
Drexel Hamilton’s chip analyst Rick Whittington [no really] made a comment that Intel might be getting ready to bail Apple out while he was having a chat about Micron. In passing, Whittington noted problems had by Taiwan Semiconductor and Samsung Electronics trying to produce 3-D transistors in any useful yield.
He noted that Intel has mastered 3-D transistors, and said that it would be very good for Intel if neither Samsung or TSM can do FinFET this next year; puts them in line to supply Apple’s internal foundry needs.
However he admitted that it was more that TSM/Samsung would operate FinFET under very low yield output and keep capacity tight.
Of course if Jobs’ Mob don’t want that they can always rush into the loving arms of Chipzilla – again. As happened with Saphire glass Apple has shown that it can dump a partner quickly if it does not move fast enough.
Intel Investing Big In Isreal
Intel is investing a further $550 million in Israel, more specifically in the upgrade of its Fab 28 in Kiryat Gat.
According to Israel21c, this will bring the total scope of Intel investments in Israel to over $6 billion since 2006. The Kiryat Gat facility is likely to be one of the first Intel 10nm fabs.
Israeli Ministry of Economy official Ziva Eger said the investment will help create thousands of jobs and reinforce the country’s standing as a world leader in technology.
“The agreement signed today between the Industrial Cooperation Authority and Intel is another expression of Intel’s contribution by way of its purchase of equipment, new technologies and Israeli products developed together with Intel,” said CEO of Intel Israel Maxine Fassberg.
Fab 28 currently churns out 22nm silicon for Intel. The fab was passed over for the 14nm upgrade. A source familiar with the matter told us that Israel competes with Ireland for every node upgrade.
“We lost 14nm to Ireland and won 10nm,” the source said.
Israel is currently in a better position to offer incentives and subsidies for such investments, as Ireland’s ‘business-friendly’ tax policies are being scrutinized by the European Union.
Intel is expected to launch the first 10nm CPU in 2016, followed by 7nm parts a couple of years later.