Applied Materials Makes A Profit

Chip-equipment maker Applied Materials has surprised most of the cocaine nose jobs of Wall Street with a better-than-expected third-quarter profit. It appears that contract manufacturers are spending more on technology used to make smartphone and memory chips.

The company also forecast current-quarter adjusted profit largely above analysts’ average estimate. Chief Executive Gary Dickerson said that demand for DRAM chips is expected to grow in the current quarter.

Applied Materials, which also provides equipment to make flat panel displays and solar cells, forecast an adjusted profit of 25-29 cents per share for the fourth quarter. Wall Street was expecting a profit of 26 cents per share.

Applied Materials expects revenue growth of about 10 to 17 percent, implying revenue of $2.19 billion to $2.33 billion for the quarter. Analysts on average were expecting $2.28 billion. Applied Materials’ net income rose to $301 millionin the third quarter ended July 27, from $168 milliona year earlier. Revenue rose 14.7 percent to $2.27 billion.

Revenue in the company’s silicon systems business, which brings in about two-thirds of total sales, rose 16 percent to $1.48 billion.

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nVidia Goes For Raspberry Pi

nVidia has unveiled what it claims is “the world’s first mobile supercomputer”, a development kit powered by a Tegra K1 chip.

Dubbed the Jetson TK1, the kit is built for embedded systems to aid the development of computers attempting to simulate human recognition of physical objects, such as robots and self-driving cars.

Speaking at the GPU Technology Conference (GTC) on Tuesday, Nvidia co-founder and CEO Jen Hsun Huang described it as “the world’s tiniest little supercomputer”, noting that it’s capable of running anything the Geforce GTX Titan Z graphics card can run, but at a slower pace.

With a total performance of 326 GFLOPS, the Jetson TK1 should be more powerful than the Raspberry Pi board, which delivers just 24 GFLOPS, but will retail for much more, costing $192 in the US – a number that matches the number of cores in the Tegra K1 processor that Nvidia launched at CES in Las Vegas in January.

Described by the company as a “super chip” that can bridge the gap between mobile computing and supercomputing, the Nvidia Tegra K1, which replaces the Tegra 4, is based on the firm’s Kepler GPU architecture.

The firm boasted at CES that the chip will be capable of bringing next-generation PC gaming to mobile devices, and Nvidia claimed that it will be able to match the PS4 and Xbox One consoles’ graphics performance.

Designed from the ground up for CUDA, which now has more than 100,000 developers, the Jetson TK1 Developer Kit includes the programming tools required by software developers to develop and deploy compute-intensive systems quickly, Nvidia claimed.

“The Jetson TK1 also comes with this new SDK called Vision Works. Stacked onto CUDA, it comes with a whole bunch of primitives whether it’s recognising corners or detecting edges, or it could be classifying objects. Parameters are loaded into this Vision Works primitives system and all of a sudden it recognises objects,” Huang said.

“On top of it, there’s simple pipe lines we’ve created for you in sample code so that it helps you get started on what a structure for motion algorithm, object detection, object tracking algorithms would look like and on top of that you could develop your own application.”

Nvidia also expects the Jetson TK1 to be able to operate in the sub-10 Watt market for applications that previously consumed 100 Watts or more.

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Do Chip Makers Have Cold Feet?

It is starting to look like chip makers are having cold feet about moving to the next technology for chipmaking. Fabricating chips on larger silicon wafers is the latest cycle in a transition, but according to the Wall Street Journal chipmakers are mothballing their plans.

Companies have to make massive upfront outlays for plants and equipment and they are refusing, because the latest change could boost the cost of a single high-volume factory to as much as $10 billion from around $4 billion. Some companies have been reining in their investments, raising fears the equipment needed to produce the new chips might be delayed for a year or more.

ASML, a maker of key machines used to define features on chips, recently said it had “paused” development of gear designed to work with the larger wafers. Intel said it has slowed some payments to the Netherlands-based company under a deal to help develop the technology.

Gary Dickerson, chief executive of Applied Materials said that the move to larger wafers “has definitely been pushed out from a timing standpoint”

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Tizen Announces New Partners

Samsung and Intel announced on Tuesday that the open source Tizen operating system now has 36 partners, including eBay, Trend Micro and Panasonic.

The full list of new partners was announced at the Tizen Developer Summit, and includes a mix of firms from different sectors. Among the 36 backers are eBay, Nokia’s Here mapping service, Konami, McAfee, Panasonic, Sharp and The Weather Channel, giving us some insights as to what software applications are likely to appear on the Linux based operating system.

Trevor Cornwell, founder and CEO of Appbackr, one of Tizen’s newly added partners, said that his firm found the operating system appealing due to its open nature, perhaps hinting that it is more open than Google’s Android mobile operating system.

He said, “The Tizen OS promises to be the most open and comprehensive software platform available for those companies wishing to target the consumers of connected devices.

“The Association’s commitment to support HTML5 applications, combined with their vision that extends beyond the smartphone and tablet ecosystem to a wider array of other connected device segments, makes it attractive to all types of companies. We look forward to collaborating with the Tizen Association to ensure that all stakeholders can contribute to the development of a platform for this growing market opportunity.”

It’s still unclear when Samsung’s first Tizen powered smartphone will make it to market, but online speculation suggests we’ll be seeing the firm’s debut Android challenging smartphone at some point in 2014.

Further speculation suggests that Samsung’s first Tizen phone will be an updated version of the Galaxy S4, possibly to reduce its reliance on Android.

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Raspberry PI Breaks Record

Sinclair ZX80 and runaway success story, the Raspberry Pi might be about to get its own monitor after a Kickstarter campaign to create a low cost 9in screen for it has exceeded its $90,000 goal in a single weekend.

The HDMIPi monitor from startup Raspi.tv presently stands at $100,996 on Kickstarter, an increase of $8,000 in just the last four hours. The concept behind the monitor is to create something small and affordable but with maximum 1920×1080 resolution. Even though the project has had to scale down its ambitions to 1200×800 resolution to fit the business plan, Raspberry Pi fans have flocked to crowdfund the device.

Put in perspective, that’s higher than HD 720p resolution, or as they describe it, “slightly better resolution than the 720p HD footage on BBC iPlayer”.

Monitor cases will be available in a variety of colours, designed by none other than Paul Beech, who designed the original Raspberry Pi logo.

Although primarily designed for the Raspberry Pi, the HDMIPi is a standard HDMI monitor and can be used for other devices – Android sticks, video cameras, games consoles and beyond.

Raspi.tv has pledged to ship orders in February 2014, delays permitting, and is already working on enhancements. It has described touch functionality as something that might become available as a bolt-on at a later date, saying that “enough people have mentioned it that we are sitting up and taking notice”.

As ever with the Raspberry Pi ecosystem, everything is a bit Ryanair, and power supplies, surrounds and so on are not automatically included, though of course, in the true DIY spirit, you can always make your own.

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Panasonic Drops Plasma

Panasonic has announced it will discontinue production of plasma display panels (PDP) next month and close three factories that were building the HDTVs.

The company will stop selling plasma TVs for consumer use and PDP-related products for commercial use, such as Interactive Plasma Displays, with the current line of TVs. It expects to stop business operations at three of its display plants — the Amagasaki P3 Factory, the Amagasaki P5 Factory and the Amagasaki P4 Factory — by the end of March 2014.

Samsung and LG continue to produce plasma display televisions, but theirs are lower-end or entry-level models; they have generally put development dollars into LCD TVs, according to Paul Gray, a research analyst with NPD DisplaySearch.

“Samsung and [LG] were at best uncommitted to PDP,” Gray said in a blog post. And as for Panasonic, Gray said its “PDP research team had to counter every move in LCD and translate it to their technology…. Inevitably, they slowly lost ground.”

Since 2000, Panasonic has been the leading PDP maker. It led the global flat-panel display market by using PDP for large displays and LCD screens for small- and medium-sized displays. Only three years ago, Panasonic claimed 40% of the plasma display market.

In 2010, plasmaaccounted for 40% of flat panel TVs; this year, PDPs are expected to represent only 5% of the flat-panel market, according to according to market research firm NPD DisplaySearch.

Over the past two years, Panasonic has lost $15 billion through investments in flat-panel TV production, according to financial reports.

Plasma displays have increasingly lost market share to LCD TVs as they moved to LED backlights that narrowed the performance gap between the two technologies.

“With the rapid development of large-screen LCDs, and facing the severe price competition in the global market brought on by the Lehman Shock in September 2008, the company consolidated production in the Amagasaki P4 Factory, made a shift towards commercial applications and worked to improve the earnings of the business,” Panasonic said in a recent statement.

Panasonic will now focus its attention on “non-TV applications” and is moving to reduce its fixed costs for production of both plasma and LCD panels.

The move away from plasma HDTVs is reminiscent of the video tape wars of the 1970s and 1980s.

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LG Goes Self-Healing

LG is upping the ante in smartphone technology with a new handset that has a curved touchscreen, along with a special “self healing” technology that the company claims can prevent scratches on the phone’s casing.

The South Korean electronics vendor unveiled the new phone on Monday, calling it the LG G Flex. Digital renderings of the handset were leaked earlier this month. But in its Monday announcement the company offered further details on the phone, showing that it contains a few new technologies, along with its curved display.

The G Flex is the second phone to feature a curved display, the first coming from Samsung Electronics with its Galaxy Round handset. The top and bottom of the G Flex’s 6-inch screen are curved towards the user, while on the Samsung phone it is the sides that are curved towards the viewer.

This makes LG’s handset closer to the curve of a traditional fixed-line phone handset, a design choice LG said is optimized for the contours of a face. Users can more comfortably hold the phone to their mouth and ear, improving its voice and sound quality, according to LG.

The company also touted the design by stating that the phone offers an easier grip, and holds better in a person’s back pocket. In addition, LG said the curved screen gives an “IMAX-like” experience when viewing videos, allowing for a greater field of view.

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Chip Makers Going After Cars

Chip makers including Broadcom and Renesas Electronics are putting more focus on in-car entertainment with faster processors and networks for wireless HD movies and navigation, aiming to keep drivers informed and passengers entertained.

With PC sales slipping and the mobile device market proving highly competitive, chip makers are looking for greener pastures in other sectors like in-car entertainment and information.

From Renesas comes the R-Car M2 automotive SoC (System-on-a-Chip), which has enough power to handle simultaneous high-definition navigation, video and voice-controlled browsing.

The SoC is meant for use in mid-range systems. It features two ARM Cortex A-15 cores running at up to 1.5GHz and Renesas’ own SH-4A processor plus the PowerVR SGX544MP2 from Imagination Technologies for 3D graphics. This combination helps the M2 exceed the previous R-Car H1 with more than three times the CPU capacity and approximately six times better graphics performance.

Car makers that want to put a more advanced entertainment system in their upcoming models should go for the eight core R-Car H2 SoC, which was announced earlier this year. It is based on ARM’s big.LITTLE architecture, and uses four Cortex-A15 cores and another four Cortex-A7 cores.

The H2 will be able to handle four streams of 1080p video, including Blu-Ray at 60 frames per second, according to Renesas. Mass production is scheduled for the middle of next year, while the M2 won’t arrive in larger volumes until June 2015.

Broadcom on the other hand is seeking to drive better networking on the road. The company’s latest line of wireless chipsets for in-car connectivity uses the fast 802.11ac Wi-Fi wireless standard, which offers enough bandwidth for multiple displays and screen resolution of up to 1080p. Use of the 5GHz band for video allows it to coexist with Bluetooth hands-free calls on 2.4GHz, according Broadcom.

Broadcom has also implemented Wi-Fi Direct and Miracast. Wi-Fi Direct lets products such as smartphones, cameras and in this case in-car computers connect to one another without joining a traditional hotspot network, while Miracast lets users stream videos and share photos between smartphones, tablets and displays.

The BCM89335 Wi-Fi and Bluetooth Smart Ready combo chip and the BCM89071 Bluetooth and Bluetooth Smart Ready chip are now shipping in small volumes.

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Does Intel Need Help?

As time runs out for Intel to bring its Internet-based TV service by the end of the year, the outfit has approached Samsung and Amazon to ask them to lend a hand. Intel has asked about providing funding and distribution for the service. It looks like the set-top box project could be scrapped if a strategic partner isn’t found soon.

OnCue was supposed to allow users to watch live TV, on demand, and other offerings. Intel said it would provide the hardware and services directly to consumers and that the box would come with a camera that can detect who is in front of the TV. More than 300 engineers are working on the project under Erik Huggers, the head of Intel Media. A version of the service running on Intel hardware is testing with 3,000 Intel employees. Goodness knows what content they are running. Intel is having difficulty getting content deals.

Intel has yet to announce any TV programming partners, and Time Warner Cable and other cable TV providers have been pressuring channel owners to shun pacts with Intel and other Internet-based TV providers. Samsung, which ships millions of smart TVs, could distribute the service as a bundle, while Amazon could provide access to its growing library of movies and TV shows.

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SanDisk Debuts Wireless Flash Drive

SanDisk on Monday announced a line of wireless flash drives that can hold up to 64GB of data.

The new drives include the Connect Wireless Flash Drive — a thumb drive — and the Connect Wireless Media Drive, a larger, but still pocket-sized storage device. The Connect Wireless Flash Drive comes in 16GB and 32GB capacities; the Connect Wireless Media Drive comes in 32GB and 64GB capacities.

The Connect Wireless Flash drive is 3.07-in. x 1.04-in. x 0.54-in. The Connect Wireless Media Drive is 2.6-in. x 2.6-in. x 0.52-in.

The Connect Wireless drive family allows users to not only store but share and stream files across multiple mobile devices. They offer up to eight simultaneous device connections and three media streams, and support separate streams of 720p video content at 2MB/sec to three or five devices concurrently (for the Flash Drive and Media Drive, respectively).

According to a SanDisk spokesman, video streaming performance isn’t affected by multiple streams because device limits are set at a point that supports the streams without degradation. Devices can connect to the drives up to 150 feet away.

The Connect Wireless drives work with all iOS and Android devices, and Kindle Fire tablets, as well as PC and Mac computers. The drives are compatible with Windows 8, Windows 7, Windows Vista, Windows XP and Mac OS 10.6 or higher

Movies, music, photos and documents can be loaded onto the wireless drives by simply dragging and dropping the files, which can then be accessed via the SanDisk Connect apps. Those apps are available for download from the App Store, Google Play Store and the Amazon Appstore for Android.

The drives contain an internal router, so no external router or Internet connection is needed to stream media. In order to use the drives, mobile device users simply download SanDisk’s Connect App.

The drives run on lithium-ion batteries. A single charge provides up to four hours of wireless streaming, with streaming data protected by Wi-Fi Password Protection (WPA2).

“With the new SanDisk Connect product line, we’re raising the bar on what consumers can expect from personal storage,” said Dinesh Bahal, vice president for product marketing for SanDisk.

The SanDisk Connect Wireless Flash Drive is available in 16GB or 32GB capacities for $49.99 and $59.99, respectively. In the U.S., it is available for preorder on Amazon.com, Newegg.com and Micro Center, with availability at Best Buy starting in August. It will also be available for preorder on Amazon.com in Germany and UK.

The SanDisk Connect Wireless Media Drive has a retail price of $79.99 for 32GB or $99.99 for 64GB storage capacity. It is available for preorder in the U.S. on Amazon.com, with availability in Germany and UK in the fourth quarter of 2013.

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