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Is AMD Outpacing nVidia

June 24, 2016 by  
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MKM analyst Ian Ing claims that AMD’s recent gaming refresh was better done than Nvidia’s.

Writing in a research report, Ing said that both GPU suppliers continue to benefit from strong core gaming plus emerging applications for new GPU processing.

However, AMD’s transition to the RX series from the R9 this month is proving smoother than Nvidia’s switch to Pascal architecture from Maxwell.

Nvidia is doing well from new GPU applications such as virtual reality and autonomous driving.

He said that pricing was holding despite a steady availability of SKUs from board manufacturers. Ing wrote that he expected a steeper ramp of RX availability compared to last year’s R9 launch, as the new architecture is lower-risk, given that HBM memory was implemented last year.

Ing upped his price target on Advanced Micro Devices stock to 5 from 4, and on Nvidia stock to 52 from 43. On the stock market today, AMD stock rose 0.9 per cent to 4.51. Nvidia climbed 0.2 per cent to 46.33.

Nvidia unveiled its new GeForce GTX 1080, using the Pascal architecture, on 27 May and while Maxwell inventory was running out, Nvidia customers were experiencing Pascal shortages.

“We would grow concerned if the present availability pattern persists in the coming weeks, which would imply supply issues/shortages,” Ing said.

Courtesy-Fud

Has The Smartphone Bubble Busted?

June 22, 2016 by  
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After sliding its slide-rules, flicking its abacus, and counting its toes, the bean counters at Gartner have decided that the smartphone business bubble has burst splattering in the face of those who depend on it.

Big G says the market will shrink from 14.4 per cent growth in 2015 to just 7 per cent in 2016 — with only 1.5 billion smartphone units being shipped globally this year. Compair this with 2010, when Gartner notes the market grew 73 per cent.

However the signs have been obvious for about a year. Mature Western markets saturated, China’s growth engine slowing as demand has topped out and other markets unable to afford the higher margin gear. The smartphone has come to the end of its ability to provide new technology too with companies only able to offer incremental upgrades. Carriers are moving away from subsidizing upgrades which means that them wasting their own profits to prop up the likes of Apple are over.

In emerging markets it says the average lifetime of premium phone is between 2.2 and 2.5 years, while basic mobiles have an average lifetime of three years and up.

Gartner sees the biggest remaining opportunity for smartphone growth in India, noting that sales of feature phones — aka dumbphones — accounted for a majority (61 per cent) of total mobile device sales last year, leaving plenty of scope for upgrades as smartphones continue to become more affordable.

It is estimating 139 million smartphones will be sold in India this year, growing 29.5 per cent year-over-year. It notes the average selling price of mobiles in the country remains below $70, and it expects smartphones priced under $120 to continue to contribute around half of overall smartphones sales there this year.  Apple’s hope that it can save its flailing business numbers by selling into India show the complete lack of understanding of how that market is working. It is tending to favor small local smartphone makers like Intex.

China is going to offer Apple no help either Gartner is expecting “little growth” in the region in the next five years. IT says it is “saturated yet highly competitive” market. Smartphones represented 95 per cent of total mobile phones sales last year.

Gartner analyst Annette Zimmerman said that “non-traditional” vendors in China could do well and thinks that by 2018 at least one such phone maker will be among the top five smartphone brands in the country.

“Chinese internet companies are increasingly investing in mobile device hardware development, platforms and distribution as they aim to grow their user bases and increase user loyalty and engagement,” she said.

The Sub-Saharan African region is also couched as an attractive region for smartphone vendors, with smartphone sales only overtaking mobile phones sales there for the first time last year. Nokia brand licensee and newly formed smartphone OEM HMD will want to take note, given it has paid for the right to build feature phones (and smartphones) bearing the previously iconic Nokia brand name.

Courtesy-Fud

Apple Rolls Out A Revamped Store

June 21, 2016 by  
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Apple Inc announced a series of long anticipated enhancements to its App Store, but the new features may not ease concerns of developers and analysts who say that the App Store model – and the very idea of the single-purpose app – has seen its best days.

The revamped App Store will let developers advertise their wares in search results and give developers a bigger cut of revenues on subscription apps, while Apple said it has already dramatically sped up its app-approval process.

The goal is to sustain the virtuous cycle at the heart of the hugely lucrative iPhone business. Software developers make apps for the iPhone because its customers are willing to pay, and those customers, in turn, pay a premium for the device because it has the best apps.

The store is now more strategically important than ever for Apple as sales of the iPhone begin to level off and the company looks to software and services to fill the gap. Apple CEO Tim Cook said on a recent conference call that App Store revenues were up 35 percent over last year.

But the store is also a victim of its own success. Eight years after its launch, it is packed with more than 1.9 million apps, according to analytics firm App Annie, making it almost impossible for developers to find an audience – and increasingly difficult for customers to find what they need, as some 14,000 new apps arrive in the store each week.

“The app space has grown out of control,” said Vint Cerf, one of the inventors of the internet and now a vice president at Alphabet Inc’s Google, who was speaking at a San Francisco conference on the future of the web on Wednesday. “We need to move away from having an individual app for every individual thing you want to do.”

Courtesy-http://www.thegurureview.net/mobile-category/apple-rolls-out-a-revamped-app-store.html

Spotify Says ‘No’ To Sales Rumor

June 20, 2016 by  
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Daniel Ek, co-founder of Swedish music streaming service Spotify which boasts the largest paid subscriber base in the world, said on Thursday he had no intention of selling the company.

While investors believe privately owned Spotify is probably heading for a public listing, some industry analysts see the loss-making company as a takeover target for a larger tech giant with deeper pockets.

“My selfish ambition with Spotify is just trying to show … that we can create one of those super companies here in Europe,” he told journalists at the symposium Brilliant Minds, which aims to bring artists and musicians together with the tech community.

Asked if that meant he was not up for selling the firm, Ek said: “I’m not going to sell, no.”

Spotify, founded in 2006, pays more than 80 percent of its revenue to record labels and artists and has not yet shown a profit as it spends to grow internationally. It competes in a business crowded with formidable rivals such as Apple Music, Google Music and YouTube.

Many other European tech start-ups have been swallowed up by bigger Silicon Valley competitors.

Ek said Silicon Valley got an earlier start in building up its tech giants but that Europe finally has the right conditions to support its own entrepreneurs.

“For the first time now there’s an ecosystem around it with capital and experience that can actually help guide entrepreneurs,” he said.

“The number one advice I tell everyone is ‘don’t sell’, because that’s the biggest problem we have. All these things could grow gigantic if you just kept the course and kept doing what you’re doing,” he added.

Last year Spotify made an operating loss of 184.5 million euros ($205 million), widening from 165.1 million in 2014.

Spotify, whose investors include Northzone, DST Global and Accel, does not disclose details about its ownership but the co-founders no longer own a majority, having sold off stakes.

Courtesy-http://www.thegurureview.net/aroundnet-category/spotify-says-no-to-sales-rumor.html

Does Intel Need GPUs For HPCs

June 15, 2016 by  
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Nvidia might have scored a few wins by touting its GPU’s in the HPC market, but it is starting to lose ground to the co-processor, according to Intel’s Diane Bryant.

In an IDC interview Intel’s data center boss said that Nvidia gained an early lead in the market for accelerated HPC workloads when it positioned its GPUs for that task several years ago. However there is a perception that processors used for machine learning today are GPUs like those from Nvidia and AMD.

Bryant was a bit miffed when she was asked how Intel can compete in this market without a GPU. She said that the general purpose GPU, or GPGPU was just another type of accelerator and not one that’s uniquely suited to machine learning.
It is better to look at Knights Landing which is a coprocessor, but it’s an accelerator for floating point operations, and that’s what a GPGPU too.

She said that since the release of the first Xeon Phi in 2014, Intel now clawed back 33 percent of the market for HPC workloads that use a floating point accelerator.

“So we’ve won share against Nvidia, and we’ll continue to win share,” she said.

She said that Intel’s share of the machine learning business may be much smaller, but the market is still young.

“Less than one percent of all the servers that shipped last year were applied to machine learning, so to hear Nvidia is beating us in a market that barely exists yet makes me a little crazy,” she says.

Intel will continue to evolve Xeon Phi to make it better at machine learning tasks. She said that there are two aspects to machine learning – training the algorithmic models, and applying those models to the real world in front-end applications. Intel’s FPGAs and its Xeon processors mean Intel has both sides of the equation covered.

But Nvidia’s GPUs are harder for programmers to work with which could give Intel an edge as ordinary businesses need to adopt machine learning. Knights Landing is “self-booting,” which means customers don’t need to pair it with a regular Xeon to boot an OS.
However Intel’s newest Xeon Phi has a floating point performance of about 3 teraflops, which is a little slow compared to the five teraflops for Nvidia’s new GP100.

Courtesy-Fud

Is Apple Pay A Success?

June 13, 2016 by  
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Over a year ago after Apple Pay took the United States by storm, the smartphone giant has made only tiny ripple in the global payments market, hindered by technical challenges, low consumer take-up and resistance from banks.

The service is available in six countries and among a limited range of banks, though in recent weeks Apple has added four banks to its sole Singapore partner American Express; Australia and New Zealand Banking Group in Australia; and Canada’s five big banks.

Apple Pay usage totaled $10.9 billion last year, the vast majority of that in the United States. That is less than the annual volume of transactions in Kenya, a mobile payments pioneer, according to research firm Timetric.

And its global turnover is a drop in the bucket in China, where Internet giants Alibaba and Tencent dominate the world’s biggest mobile payments market – with an estimated $1 trillion worth of mobile transactions last year, according to iResearch data.

Anecdotal evidence from Britain, China and Australia suggests Apple Pay is popular with core Apple followers, but the quality of service, and interest in it, varies significantly.

To use Apple Pay, consumers tap their iPhone over payment terminals to buy coffee, train tickets and other services. It can be also used at vending machines that accept contactless payments.

Apple Pay transactions were a fraction of the $84.5 billion in iPhone sales for the six months to March, which accounted for two-thirds of Apple’s total revenue.

Apple has leveraged its huge U.S. user base to push Pay, but has met resistance in Australia, Britain and Canada where banks are building their own products.

“Payments in general is such a complicated system with so many incumbent providers that revolutionary change like this was not going to happen very quickly,” said Joshua Gilbert, an analyst at First Annapolis Consulting.

The upshot: Apple has rolled out Pay in a dribble, adding countries and partners where it can – Hong Kong is expected to be added next – resulting in an uneven banking landscape with users and retail staff not always sure what will work and how.

Source- http://www.thegurureview.net/mobile-category/apple-pay-struggling-to-gain-traction-outside-u-s.html

ARM Shows Off 10nm Chip 

June 10, 2016 by  
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ARM’s collaboration with TSMC has finally born some fruit with the tapeout of a 10nm test chip to show off the company’s readiness for the new manufacturing process.

The new test chip contains ARM’s yet-to-be-announced “Artemis” CPU core which is named after a goddess who will turn you into deer and tear you apart with wild dogs if you ever see her. [The NDA must have been pretty tough on this chip.ed]

In fact things have been ticking along on this project for ages. ARM discloses that tapeout actually took place back in December last year and is expecting silicon to come back from the foundry in the following weeks.

ARM actually implemented a full four-core Artemis cluster on the test chip which should show vendors what is possible for their production designs. The test chip has a current generation Mali GPU implementation with 1 shader core to show vendors what they will get when they use ARM’s POP IP in conjunction with its GPU IP. There is also a range of other IP blocks and I/O interfaces that are used to validation of the new manufacturing process.

TSMC’s 10FF manufacturing process is supposed to increase density with scaling’s of up to 2.1x compared to the previous 16nm manufacturing node. It also brings about 11-12 per cent higher performance at each process’ respective nominal voltage, or a 30 per cent reduction in power.

ARM siad that comparing a current Cortex A72 design on 16FF+ and an Artemis core on 10FF on the new CPU and process can halve the dynamic power consumption. Currently clock frequencies on the new design are still behind the older more mature process and IP, but ARM expects this to improve as it optimizes its POP and the process stabilizes.

Courtesy-Fud

Intel’s PC Group Hit The Hardest

June 8, 2016 by  
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Intel’s restructuring axe seems to be falling on its PC client division and software areas with more than 12000 jobs to go.

Our well-placed sources are confident that the PC group will be the hardest hit. This is all because the PC market has stopped growing and Intel has to find its way to new markets to supplement loss of this business.

Latest research data from IDC indicates that in 2016 PC market will decline from 275.8 million units in 2015 to 260.8 million units in 2016 and the current projections for 2017 show the PC market slightly decreasing to 257.9 million units. At its peak PC market was at 364.0 million units, but this was in 2011 when things were rosier, kids were polite to their parents, and rock stars played decent music. These times are clearly behind us and Intel knows it.

The PC group downsize is being supervised by Dr. Venkata “Murthy” Renduchintala who is Intel’s number two. He is the bloke who was paid $25 million dollars to defect from Qualcomm. Murthy has already done a high level clean up at PC client group and is believed to be thinking about dusting the top of the corporate bookshelf next.

Another team which will be pummeled is Rene James’s old software outfit. People from software services and the security division formerly known as McAfee are expected to mostly go the same way as the artist formerly known as Prince.

Murthy’s also wants to get Intel to the right course with IoT market. Marketing for that area is expected to grow from $655.8 billion in 2014 to $1.7 trillion in 2020. Intel wants the piece of that cake, and perhaps a few tea and biscuits to go with it and it will be interesting to look the fight in this promising land market.

There is still no killer app to help the IoT market which defines it. IoT right now is nothing and everything.

Courtesy-Fud

Is Nintendo Going Into Film

May 30, 2016 by  
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Movies like “Mario Kart” and “The Legend of Zelda” may possibly be making it to the big screen soon.

Nintendo Co Ltd is holding discussions with several global production companies about expanding its video content business, including making movies, said Tatsumi Kimishima, president of the Japanese videogame maker.

The move is aimed at strengthening Nintendo’s character business and expanding the global gaming population, he told the Asahi newspaper in an interview published Monday.

“We’re talking with various partners. I think we’ll be able to decide something in the not-too-distant future,” Kimishima told the Japanese daily.

Kimishima declined to say when any projects would be announced but said it would not be as far off as five years. He would not say which of Nintendo’s popular characters were being considered for use.

A Nintendo spokesman told Reuters that Kimishima’s comments referred to “video content” but did not deny the possibility of making movies.

Nintendo is diversifying its operations to counter a shrinking console business. It has entered the fast-growing mobile game segment and reached a deal with NBCUniversal to develop theme-park attractions.

In fact, Nintendo already allows film companies to use its characters through licensing agreements, such as for the “Pokemon” franchise. There was also a Hollywood live-action movie based on “Super Mario” in 1993 but it was a box office and critical bomb.

But Kimishima told the Asahi that this time, Nintendo would like to do things itself as much as possible, rather than just licensing out its content, and said it was unlikely to be live-action.

In 2014, “Super Mario” creator Shigeru Miyamoto screened a 3D short-animation film based on Nintendo’s Pikmin characters at the Tokyo International Film Festival, and in an interview with Reuters left the door open to future film projects.

Source- http://www.thegurureview.net/aroundnet-category/nintendo-mulls-entering-the-film-business.html

Is Qualcomm Facing Another Security Flaw?

May 19, 2016 by  
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FireEye has found a vulnerability in Qualcomm software packages which are under the bonnet of hundreds of Android phone models.

Google announced this week that it released an Android update to patch shedloads of vulnerabilities, but the advisory mentioned an information disclosure vulnerability in the Qualcomm tethering controller (CVE-2016-2060) that allows a malicious application to access user information.

FireEye said that this vulnerablity is “high severity,” but Google noted that it does not affect Nexus devices. The patch for the issue is not in the Android Open Source Project (AOSP) repository but might make it in the  latest driver updates for affected devices.

The security outfit said that researchers informed Qualcomm about the vulnerability in January and the vendor developed a fix by early March, when it started reaching out to OEMs to let them know about the issue. Now it’s up to the device manufacturers to push out the patch to customers. So probably a long time then.

The flaw exists in an open source software package maintained by Qualcomm and is related to the Android network daemon (netd).

“The vulnerability was introduced when Qualcomm provided new APIs as part of the ‘network_manager’ system service, and subsequently the ‘netd’ daemon, that allow additional tethering capabilities, possibly among other things,” FireEye said.

The flaw has been confirmed to affect devices running Android 5.0 Lollipop and earlier, which currently account for roughly three-quarters of Android devices. Researchers noted that the affected Qualcomm software package is used in a variety of projects, including the popular CyanogenMod, and the vulnerable APIs appear to have been around since at least 2011.

The vulnerability can be exploited to escalate privileges to the built-in “radio” user, which has permissions that are normally not available to a third-party app. The most efficient way to exploit CVE-2016-2060 is via a malicious application that is granted the “ACCESS_NETWORK_STATE” permission.

Courtesy-Fud

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