A recent Chinese-language Economic Daily News report claims that Mediatek wants the spun off business to drive VR sales. It all sounds pretty good but MediaTek have sort of denied the report.

Well we say sort of denied it. What it has told the Taiwan Stock Exchange  that it was not the report’s source, which is not quite the same thing.The spin off could go ahead, but MediaTek is denying that it told the EDN its cunning plans. But then again the EDN did not name its source either. Without a denial from the company we are none the wiser.

MediaTek’s VR unit was set up between end-2015 and early-2016 to focus on the development of the company’s VR solutions for handsets, the EDN thought.

Digitimes’ deep throats claimed TSMC is expected to achieve certification on its 10nm process in the fourth quarter of 2016, and deliver product samples to the customer for validation in the first quarter of 2017.

This means that TSMC could begin small-volume production for Apple’s A11 chips as early as the second quarter of 2017 and building the chips will likely start to generate revenues at TSMC in the third quarter. The A11-series processor will power the iPhone models slated for launch in the second half of 2017.

TSMC is expected to get two-thirds of the overall A11 chip orders from Apple.

The company is officially refusing to comment on Digitimes’ story, but it does fit into what we have already been told about Jobs’ Mob’s plans for next year.

IDC siad that for the first quarter of 2016, overall worldwide tablet shipments fell to 39.6 million, a 14.7 percent drop from the same period a year ago,  However the only part of the segment which did ok were tablets with keyboards – or as we used to call them, netbooks.

IDC said that the decline of ordinary tablets was partly due to traditional first-quarter slumps but also a complete lack of interest on the part of customers.

Traditional tablets accounted for 87.6 percent of all tablet shipments. But tablets that come with detachable keyboards increased of more than 4.9 million units last quarter. That was a gain of 120 percent from the same period last year and an all-time high for tablets with detachable keyboards.

Tablets are dying because more people are buying big-screened phones as an alternative. You remember Fablets? They were what Steve Jobs claimed would never work because they prefered smaller smartphones or bigger tablets. In fact he was talking rubbish and was trying to keep his keyboardless netbook idea going.

IDC said that the newer tablets don’t offer enough new features to entice people to upgrade. After all tablets were always looking for an app which made them useful, which never arrived.

To counteract the downturn, more manufacturers are turning to tablets with detachable keyboards that can thus serve as laptops – on otherwords returning to the netbooks that the Tablets were said to replace.

“With the PC industry in decline, the detachable market stands to benefit as consumers and enterprises seek to replace their aging PCs with detachables,” IDC senior research analyst Jitesh Ubrani said in a statement.

Apple saw its shipments and market share drop but remained in first place. Apple’s latest 9.7-inch iPad Pro and the new 256GB storage option for the 12.9-inch iPad Pro are “healthy additions” to the lineup, IDC said. Samsung also saw its shipments and market share decline. Though the Samsung Galaxy Tab lineup is still popular, its detachable TabPro S is dead in the water thanks to its $900 price tag.

Amazon has found success with its starting-at-$49 Fire, showing that consumers will still buy bargain-priced tablets. Missing from the list was Microsoft in spite of the popularity of its Surface Pro products, which start at $900.

IDC said:

“The Surface line is great. But it’s tough to drive volume in the first quarter. Prices of Surface products are fairly high, but Microsoft is in the top five list for tablets with detachable keyboards. The top five for tablets as a whole is a tougher nut to crack given the large slate volumes compared to detachables.”

Courtesy-Fud

“Microsoft has agreed to withdraw its regulatory complaints against Google, reflecting our changing legal priorities. We will continue to focus on competing vigorously for business and for customers,” a Microsoft spokesperson said in an email.

Google, in a separate email, said the companies would want to compete vigorously based on the merits of their products, not in “legal proceedings”.

The companies in September agreed to bury all patent infringement litigations against each other, settling 18 cases in the United States and Germany.

“… Following our patent agreement, we’ve now agreed to withdraw regulatory complaints against one another,” Google said on Friday.

Google’s rivals had reached out to U.S. regulators alleging that the Internet services company unfairly uses its Android system to win online advertising, people with knowledge of matter told Reuters last year.

The European Commission also accused Google last year of distorting internet search results to favor its shopping service, harming both rivals and consumers.

Source-http://www.thegurureview.net/aroundnet-category/google-microsoft-drop-regulatory-complaints-against-each-other.html

For TSMC, Q1 2016 was marked by a reduction of demand for high-end smartphones, while smartphone demand in China and emerging markets had upward momentum. Beginning Q2 2016 and onward, the company expect to get back onto a growth trajectory and is projected to hit a 5 to 10 percent growth rate in 2016.

“Our 10-nanometer technology development is on track,” said company president and co-CEO Mark Liu during the company’s Q4 2015 earnings call. “We are currently in intensive yield learning mode in our technology development. Our 256-megabit SRAM is yielding well. We expect to complete process and product qualification and begin customer product tape-outs this quarter.”

“Our 7-nanometer technology development progress is on schedule as well. TSMC’s 7 nanometer technology development leverage our 10-nanometer development very effectively. At the same time, TSMC’s 7-nanometer offers a substantial density improvement, performance improvement and power reduction from 10-nanometer.

These two technologies, 10-nanometer and 7-nanometer, will cover a very wide range of applications, including application processors for smartphone, high-end networking, advanced graphics, field-programmable gate arrays, game consoles, wearables and other consumer products.”

In Q1 2016, TSMC reached a gross margin of 44.9 percent, an operating margin of 34.6 percent and a net profit margin of 31.8 percent respectively. Going forward into Q2 2016, the company is expecting revenue between ~$6.65 billion and ~$6.74 billion USD, gross margins between 49 and 51 percent, and operating profit margins between 38.5 and 40.5 percent, respectively.

Chips used for communications and industrial uses represented over 80 percent of TSMC’s revenue in FY 2015. The company was also able to improve its margins by increasing 16-nanometer production, and like many other semiconductor companies, is preparing for an expected upswing sometime in 2017.

In February, a 6.4-magnitude earthquake struck southern Taiwan where TSMC’s 12-inch Fab 14 is located, a current site of 16-nanometer production. The company expected to have a manufacturing impact above 1 percent in the region with a slight reduction in wafer shipments for the quarter.

“Although the February 6 earthquake caused some delay in wafer shipments in the first quarter, we saw business upside resulting from demand increases in mid- and low-end smartphone segments and customer inventory restocking,” said Lora Ho, Senior Vice President and Chief Financial Officer of TSMC.

“We expect our business in the second quarter will benefit from continued inventory restocking and recovery of the delayed shipments from the earthquake.”

In fiscal year 2016, the company will spend between $9 and $10 billion on ramping up the 16-nanometer process node, constructing Fab 15 for 12-inch wafers in Nanjing, China, and beginning commercial production of the 10-nanometer FinFET process at this new facility. Samsung and Intel are also expected to start mass production of 10-nanometer products by the end of 2016.

During its Q4 2015 earnings call, company president and co-CEO Mark Liu stated the company is currently preparing and working on a 7-nanometer process node and plans to begin volume production sometime in 2018. Meanwhile, since January 2015, a separate research and development team at TSMC has been laying the groundwork for a 5-nanometer process which the company expects to bring into commercial production sometime in 1H 2020.

So far in Q1 2016, shipments of 16 and 20-nanometer wafers have accounted for around 23 percent of the company’s total wafer revenues.

Courtesy-Fud

Bernstein Research’s senior analyst Mark C. Newman said that the competitive dynamic in the memory chip industry is not as good as we thought due to Samsung’s aggressive and opportunistic behavior. This is analyst speak for Samsung is engaging in a supply and price war with the other big names in the memory chip marking business – SK hynix and Micron.

“Rather than sit back and enjoy elevated profit margins with a 40 percent market share in DRAMs, Samsung is intent on stretching their share to closer to 50 percent,” he said.

Newman said the company is gaining significant market share in the NAND sector.

“Although Samsung cares about profits, their actions have been opportunistic and more aggressive than we predicted at the expense of laggards particularly Micron Technology in DRAMs and SK hynix in NANDs,” he said.

SK hynix is expected to suffer. “In NAND, we see Samsung continuing to stretch their lead in 3D NAND, which will put continued pressure on the rest of the field. SK hynix is one of the two obvious losers.”

Newman said that Samsung’s antics have destroyed the “level of trust” among competitors, perhaps “permanently,” as demand has dropped drastically with PC sales growth down to high single digits in 2015 with this year shaping up to be the same.

“Sales of smartphones, the main savior to memory demand growth have also weakened considerably to single digit growth this year and servers with datacenters are not strong enough to absorb the excess, particularly in DRAM,” Newman said.

He is worried that Samsung could create an oversupply in the industry.

“The oversupply issue is if anything only getting worse, with higher than normal inventories now an even bigger worry. Although we were right about the shrink slowing, thus reducing supply growth, the flip side of this trend is that capital spending and R&D costs are soaring thus putting a dent in memory cost declines,” he said.

China’s potential entry into the market and new technologies will provide further worries “over the longer term.”

“Today’s oversupply situation would become infinitely worse if and when China’s XMC ramps up big amounts of capacity. New memory technologies such as 3D X-point, ReRAM and MRAM stand on the sidelines and threaten to cannibalize part of the mainstream memory market,” he said.

Courtesy-Fud

Verizon acquired AOL last June for $4.4 billion – its first big foray into the advertising-supported Internet business – and it is not yet clear how well the unit is performing financially. Subsequent moves, including the takeover of much of Microsoft Corp’s advertising technology business, a deal to buy Millennial Media for about $250 million and the recent launch of the mobile video service go90, are also too recent to assess.

Yet analysts have given the big phone company high marks for allowing AOL to operate independently and folding in other recent acquisitions without much drama. And they said Armstrong seems to be driving Verizon’s recent moves in go90 and recent acquisitions.

“The management puts a lot of faith in Armstrong,” BTIG analyst Walt Piecyk said.

That faith derives in part from the belief that Armstrong did a good job at left-for-dead AOL, especially in assembling a strong set of products to deliver targeted digital ads to customers.

Combining AOL and Yahoo, an idea that has come up many times over the years, could instantly make Yahoo a major player in Internet advertising, with Armstrong – one of the world’s top ad executives – at the helm, analysts said.

Armstrong “has good M&A experience, and a pretty solid ad tech stack,” B. Riley & Co analyst Sameet Sinha said.

Verizon’s hands-off approach that has worked with AOL, though, might not be suitable if the far-bigger Yahoo were taken over. With Yahoo’s struggling business, “the luxury of autonomy is simply not there,” Recon Analytics analyst Roger Entner said.

Verizon, AOL and Yahoo declined to comment.

Source- http://www.thegurureview.net/aroundnet-category/verizon-emerges-as-favorite-bidder-for-yahoo.html

The bulk of the visits to DAP websites originate in the U.S.

So far Windows 10 has recorded 20.2% of visits in March by Windows PCs, smartphones and tablets. That was a one-percentage point increase from February and more than two percentage points above January’s.

Although Microsoft irregularly trumpets the number of devices running Windows 10 — the last time was nearly three months ago — data from DAP and metrics vendors like Net Applications and StatCounter are the only publicly available sources for monitoring Windows 10 adoption.

But these external measurements are rough at best.

A case in point: Because overall traffic to DAP websites plummets on weekends — total visits by Windows devices on Saturday and Sunday are typically less than half that of a weekday — Windows 10 may be unrepresented, as more Windows PCs used during the work week are business machines, which predominantly run the corporate standard, Windows 7.

Microsoft has just over four months left to boost Windows 10 adoption by pushing the free upgrade to eligible Windows 7 and 8.1 devices. That deal is set to expire July 29, on the one-year anniversary of Windows 10′s launch.

Windows 10 adoption growth has slowed each month this year. At the pace of past three months, Windows 10 should account for approximately 26% of DAP’s traffic by the end of July. (Other data sources have repeatedly portrayed global adoption of Windows 10 at lower rates than in the U.S.)

Will that match whatever goal Microsoft set when it decided to give away upgrades? Microsoft’s not saying, and even if it did, there would be no way to verify any claim.

Source- http://www.thegurureview.net/computing-category/windows-10-passes-20-user-share-mark.html 

At the GDC 2016 show in San Francisco, Razer has announced that the Core will be ready in April and have a price of US $499. As expected, it has been only validated on Razer Blade Stealth and the newly introduced Razer Blade 2016 Edition notebooks but as it uses Thunderbolt 3 interface, it should be compatible with any other notebook, as long as manufacturer wants it.

With dimensions set at 105 x 353 x 220mm, the Razer Core is reasonably portable. It comes with a 500W PSU and features four USB 3.0 ports, Gigabit Ethernet and Thunderbolt 3 port which is used to connect it to a notebook.

As far as graphics cards support is concerned, Razer says that the Core will work with any AMD Radeon graphics card since Radeon 290 series, including the latest R9 Fury, R9 Nano and Radeon 300 series, as well as pretty much all Nvidia Maxwell GPU based graphics cards since Geforce GTX 750/750 Ti, although we are not sure why would you pair up a US $500 priced box with a US $130 priced graphics cards. The maximum TDP for the graphics card is set at 375W, which means that all dual-GPU solutions are out of the picture, so it will go as far as R9 Fury X or the GTX Titan X.

There aren’t many notebooks that feature a Thunderbolt 3 ports and we have heard before that Thunderbolt 3 might have certain issues with latency, which is probably why other manufacturers like MSI and Alienware, went on with their own proprietary connectors. Of course, Razer probably did the math but we will surely keep a closer eye on it when it ships in April. Both AMD and Nvidia are tweaking their drivers and already have support for external graphics, so it probably will not matter which graphics card you pick.

According to Razer, the Razer Core will be available in April and priced at US $499. Razer is already started taking pre-orders for the Razer Core and offers a US $100 discount in case you buy it with one of their notebooks, Razer Blade 2016 or Blade Stealth.

Courtesy-Fud