Category: News

Qualcomm to outsource Snapdragon to Samsung

qualcomm-snapdragonUS chipmaker Qualcomm is going to outsource the production of its new Snapdragon 820, to Samsung so ti can take advantage of its 14nm node process.

Samsung has demonstrated its 14nm as a proven process as showcased by the performance and power consumption of its14nm EXynos 7420 CPU developed in house.

Digitimes Research thinks that since Samsung has also been aggressively striving for orders with competitive pricing, other players such as Nvidia, AMD and MediaTek are believed to have a high chance of shifting part of their orders to Samsung.

It warns that this could affect the global mobile AP market in 2015 and 2016.

Qualcomm was forced to accelerate the roadmap of its mobile AP following a mishap of the Snapdragon 810 and is also being pushed to fabricate its Snapdragon 820 via Samsung’s 14nm process as the development of a similar advanced 16nm process by Taiwan Semiconductor Manufacture Company (TSMC) is currently lagging Samsung’s 14nm node by about one quarter.

With Samsung shifting to use in-house developed APs for its high-end models such as the Galaxy S6 and Galaxy Note 5 instead of Qualcomm’s APs, Qualcomm is expected to see its high-end AP shipments halve to 100 million units in 2015. As a result, the Snapdragon 820 might be used as a bargain chip persuading Samsung to purchase more of its high-end Snapdragon chips.

Qualcomm is likely to outsource up to half of the Snapdragon 820 chips to Samsung in 2016, attracting other chip suppliers to follow suit.

Apple wants to reduce noise

simonOne of the noisiest outfits in the world has decided to invest in a bloke who knows a lot about the sounds of silence.

Apple has recruited Dolby executive VP Mike Rockwell and the word on the street is that he will be working out ways to make the overpriced toys sound and look a little better.

Rockwell has been involved in Dolby Vision which has been described as “state-of-the-art color display technology” is rather interesting and like we said, could end up helping Apple to improve upon its display technology in its product lineup.

Despite what the Tame Apple Press is claiming, he can’t take that technology over to Apple when he changes offices.  Instead he will have to help the Apple genii come up with something themselves.

Apple has been hiring sound experts, including THX’s pioneer Tomlinson Holman along with some notable audio engineers it poached from Sony.

Apple is saying nothing of course, to admit it is hiring people from outside to help boost its sound quality is an admission that things are far from perfect. At the moment audio-nuts think that Sony is still running the best mobile sound and has been the leader since the Walkman.

Google buys Samsung 3D NAND

edefectoSearch engine Google is rumoured to be signing up for Samsung’s 3D NAND in its data centres in a move which is similar to its rival’s Amazon. 

Samsung’s 3D NAND is currently used in Kaminario K2 all-flash arrays and is being tipped for MacBooks.

Neither Google nor Samsung have commented but if it pans out then it means that stacking 32 layers of planar 2D NAND built using 39-30nm-class cell geometry in a die, is the way forward. It also means that Samsung must have a better price and performance advantage over other flash fabricators.

Samsung’s 3D NAND is generally available while its rivals are still at the sampling stage with GA late this year or in 2016. SanDisk is sampling a 48-layer chip, but Samsung is expected to match that soon.

Since it has signed big supply deals with Amazon, Apple and Google, Samsung clearly has its foot in the door. It also means that these big data centre operators will be buying less planar NAND than otherwise from the other flash suppliers.

SAP founder dies

Klaus-TschiraThe bloke who created an empire based on really expensive management software, which no one was quite sure what it did, has died.

Klaus Tschira, one of the co-founders of European software giant SAP, has died unexpectedly at the age of 74, his foundation said.

Tschira,  a trained physicist, left IBM to found SAP in 1972 together with four IBM colleagues: Hasso Plattner, who is still the company’s chairman, Dietmar Hopp, Hans-Werner Hector and Claus Wellenreuther.

SAP began by developing software that could process data in real time rather than overnight in batches, and went public in 1988.

It is now Europe’s biggest technology company, with revenues of $18.9 billion and had more than 74,000 employees in 2014.

He also founded the Klaus Tschira Foundation (KTF) in 1995 as a non-profit organisation to support projects in natural and computer sciences and mathematics.

Tschira, a billionaire, stepped down from SAP’s supervisory board in 2007. He is survived by his wife Gerda Tschira and two sons.

Cameron advisor wants ISPs to spy for studios

Mike_WeatherleyDavid “one is an ordinary bloke” Cameron’s top internet advisor has suggested that ISPs spy on their customers to work out which are downloading pirated content.

Mike Weatherley, a Conservative MP and Intellectual Property Adviser to UK Prime Minister David Cameron also wants ISPs to censor the Internet better.

According to his report, ISPs have a moral obligation to do more against online piracy.

One would think that Weatherley would have worked out that sort of thing did not work very well. He has previously suggested that search engines should blacklist pirate sites which does not seem to have changed much.

So going “more draconian” seems to be Weatherley’s answer. The just-released 18-page report stresses that these companies have a moral obligation to tackle copyright infringement and can’t stand idly by.

The report uses information which has been helpfully provided by people with a history of providing accurate and not at all misleading figures – the pro-copyright groups including the MPAA, BPI, and the Music Publishers Association.

It offers various recommendations for the UK Government and the EU Commission to strengthen their anti-piracy policies.

One of the key points is to motivate Internet services and providers to filter content proactively. According to the report it’s feasible to “filter out infringing content” and to detect online piracy before it spreads.

“There should be an urgent review, by the UK Government, of the various applications and processes that could deliver a robust automated checking process regarding illegal activity being transmitted,” Weatherley said.

Weatherley added that ISPs should not just remove the content they’re asked to, but also police their systems to ensure that similar files are removed, permanently.

“ISSPs to be more proactive in taking down multiple copies of infringing works, not just the specific case they are notified of,” he said.

This type of filtering is already used by YouTube, which takes down content based on fingerprint matches. However, the report suggests that regular broadband providers could also filter infringing content.

Weatherley also said that protecting the rights of copyright holders has priority over a “no monitoring” principle that would ensure users’ privacy. If the monitoring is done right.

“There is also the question as to whether society will want to have their private activities monitored (even if automatically and entirely confidentially) and whether the trade off to a safer, fairer internet is a price worth paying to clamp down on internet illegal activity. My ‘vote’ would be “yes” if via an independent body.”

HP gathers legal Lynch Mob

The lynch-mob-21war of words between HP and the former owner of Autonomy, Michael Lynch has ended up in a court battle in the UK.

The maker of expensive printer ink has lodged a claim in London against Lynch and a former colleague for damages of about $5.1 billion over their management of Autonomy, the company it bought in 2011.

Lynch will counter sue, seeking $149 million for loss and damage caused by HP’s accusations.
Autonomy was supposed to be the $11.1 billion centrepiece of a move to becoming a more SAP style software organisation. But a year later HP wrote off three-quarters of the British company’s value, accusing Lynch and his colleagues of financial mismanagement.

HP filed a claim against Lynch, the co-founder of Autonomy, and Autonomy’s former finance director Sushovan Hussain in the Chancery Division of London’s High Court on Monday, alleging they engaged in fraudulent activities while executives at Autonomy.

“The lawsuit seeks damages from them of approximately $5.1 billion,” the spokeswoman added.
Lynch, speaking on behalf of Autonomy’s former management, has consistently denied any impropriety, saying the loss in value of the company was down to HP’s mismanagement.

HP’s case might have been weakened by the fact that Britain’s Serious Fraud Office (SFO) said there was not enough evidence to secure a conviction of Autonomy’s former executives.

Samsung and LG call off war of the washing machines

washing machine warSamsung and LG have called off a daft and expensive legal war which was sparked by a set of damaged washing machines.

The two companies said in a joint statement they would withdraw all complaints against each other and ask legal authorities to refrain from meting out harsh punishments in cases going on.

LG appliances chief Jo Seong-jin was indicted by Seoul prosecutors on a charge of deliberately damaging Samsung washing machines at a retail store in Germany last September. Samsung asked for a criminal punishment. Prosecutors have not declared what penalty they would seek against Jo.

The pair were creating much merriment as they argued over how many washers were damaged by Jo and other employees. LG published surveillance video footage to YouTube in an attempt to prove Jo’s innocence, and Samsung sent in its forensic teams to prove the video was heavily doctored.

“Both sides have agreed to avoid legal action and resolve any future conflicts or disputes through dialogue and mutual agreement,” the companies said.

It is not clear if this is the legal equivalent of agreeing to step outside or to have a dual between executives. We just hope that if there are duals that they are televised when Game of Thrones is finished.

The agreement extends to Samsung Display and LG Display. Samsung Display employees were indicted in February on charges of stealing organic light-emitting diode (OLED) display panel technology from LG Display. Samsung Display has said the technology was widely known in the industry and that the indictment was excessive.

The Seoul Central District Prosecutors’ office declined to comment on the case against the LG Electronics appliances chief, and the Suwon District Prosecutors’ Office declined to comment regarding its case against the Samsung Display employees

If it did it would probably be something like “big multinational companies will be big multinational companies.”

Huawei ignores US to clean up

cia-cleanerDespite being on a US spying list, China’s Huawei technologies continues to clean up.

Huawei does not have to tell us much, because it is a private company, but the world’s No.2 telecommunications equipment maker, reported a 33 percent rise in profit for 2014.

This matches company guidance, as the global adoption of fourth-generation (4G) mobile technology boosted sales.

Net profit for 2014 rose to $45.7 billion US dollars, the Shenzhen-based company told media in an earnings briefing today.

In a breakdown, its revenue from telecom operator business rose 16.4 percent year on year, to $31 billion dollars; its revenue from enterprise business reached $3.1 billion dollars, up 27.3 percent year on year; and its revenue from consumer business reached $12.1 billion dollars, up 32.6 percent year on year.

Meanwhile, the company invested $66 billion dollars in research and development, rising 29.4 percent year on year and representing 14.2 percent of its annual sales revenue.

In the past ten years, Huawei’s investment in research and development accumulated to $307 billion dollars.

Either way, despite the US’s most ironic embargo, Huawei is doing rather well.

 

German tech industry dragged into the 21st century

Hartmann_Maschinenhalle_1868_(01)Germany, whose industry has been relying on things to run the same way as they did before those World Wars, has suddenly woken up in the digital age and is a little worried about it.

According to Reuters big German companies have started teaming up with start-ups to shake up their conservative business culture and keep pace with a world increasingly dominated by nimble tech giants.

Most of the German blue-chips run along 19th century lines with only the youngest — SAP, founded less than 43 years ago.

In other Western countries the top 30 companies on the Nasdaq were set up in the 1980s or later and the fourth-biggest firm, Facebook, was established about a decade ago.

German government officials and company executives fear they could fall far behind if they cannot swiftly identify and adopt innovations in web and smartphone technology that have driven the success of Google, Apple and Amazon.

Metro, Bayer, Evonik, Merck KGaA and Deutsche Telekom are now investing in start-ups – seeking to gain digital expertise, as well as to embrace newcomers whose innovations could represent threats to their own businesses.

They have a long way to go, Investment in German start-ups more than doubled to $1.74 billion last year, this was less than the amount raised by Uber. US-based start-ups drew $49.39 billion.

Fewer than half of Germany’s top 500 companies have a comprehensive digital strategy, according to a study by Accenture.Only 11 percent use social media and only six percent cloud computing, the European Commission’s Digital Economy Index published at the end of February showed.

Healthcare firms Bayer, Merck and Boehringer Ingelheim, Deutsche Telekom and chemicals group Evonik, meanwhile, have all set up multi-million euro in-house venture funds. Deutsche Telekom has pledged to invest $542 million in Germany’s start-up scene over the next five years.

The German government has announced plans to try to promote startups. They include a pre-market web platform to connect young companies with investors.

However most say that there needs to be more venture capital investment in Germany and the scene needs to be more attractive in terms of taxation.

The other problem is that the Germans do not like investing in something which might go tits up.

 

Amazon sets up service side

2580297818_3c864043e6Online book seller Amazon is creating a service side to its business based on the very sound idea that customers might want to buy flat-pack furniture, but have not got a clue how to assemble it.

Peter Faricy, vice president for Amazon Marketplace said that there were more than 85 million Amazon customers who have shopped for products this past year that often require a service afterwards.

Amazon’s answer is a new section in the US, Home Services, where customers can shop for professional help. It’s launching with 700 different services, from the ordinary to the esoteric, everything from installing a garbage disposal to renting you a goat herd.

So far it is all being tested, but it could be rolled out to the EU, where it will solve one of the biggest problems that people have – finding a service person who is not a cowboy, now that all the Polish people have gone home.

Faricy said it is tough to quickly find someone who is qualified. It has only accepted an average of three out of every 100 service professionals in each metro area. It makes sure each business is licensed, insured, and passes a five-point background check, with a further six-point background check for each technician.

Amazon said that it takes 60 seconds to buy a service, regardless of whether that is deck repair, house cleaning, or hedge trimming and you will how much it’s going to cost you, up front, no surprises.”

AMD relies on partners for R&D gap

mind the gapChipmaker AMD is relying more on its partners to come up with the latest R&D ideas, just like it did in the 1990s.

Decrypted tech claims that over the past few years AMD has been slowly cutting back on the money it puts towards R&D.

Instead it has tried to narrow the focus of the money they spend on new technology where it thinks it will get the most return.   So in the last quarter AMD spent less than $238 Million on R&D and his been building R&D partnerships to overcome budget challenges.

AMD started rebuilding its R&D partnerships in late 2010 and this allowed it to cut back on the amount they need to bring to the table to create new technologies. This is a repeat of what it did in the 1990s when the outfit used Samsung, IBM, Motorola, and Texas Instruments helping them to change the way they built CPUs.

This was how it could build the Athlon CPU with only a small R&D budget and engineering team.

This time AMD is betting big on HBM and also on integrating ARM processors inside their APU/CPUs and apparently it is letting its R&D partners do a lot of the heavy lifting money-wise while they provide many of the engineering minds.

If it pays off, AMD gets its technology on the cheap.  However in the worst case it could hack off some big names in the in the industry like Hynix, Samsung, Toshiba etc. and walk away with new technology to sell to others.

The plan is high risk as it could leave AMD with nothing it can sell, while its partners have some natty tech that AMD helped them build.

 

 

Hon Hai profits soar

foxconn-tvHon Hai – a Taiwanese firm also known as Foxconn, said that its fourth quarter profits rose to $1.8 billion on the back of the success of Apple’s iPhone.

Hon Hai makes most of Apple’s iPhones and has been criticised in the past for harsh employment practices.

But Bloomberg estimates, based on yearly results filed on Taiex – the Taiwanese bourse today – is far higher than financial analysts originally estimated.

Bloomberg claims the profits have been generated by iPhone 6 phones, which saw a surge in sales since their launch in Autumn last year. It believes half of Foxconn’s revenues are generated by Apple business, although there’s no hard and fast evidence for that.

But while Hon Hai may have turned in a rather healthy profit, its operating margin was only about 4.2 percent. Generally speaking, Taiwanese manufacturers of electronic devices have very slim margins indeed – not anything like the kind of margins Apple itself generates.

Although Foxconn’s Terry Gou had forecast growth of 10 percent in its full financial year, the actual growth was only 6.6 percent, Bloomberg reports.

 

Smart buildings to generate fortunes

asus-buildingA report from IDC estimates that there’s so much interest in so-called smart buildings that spends will grow to $17.4 billion worldwide by 2019.

IDC said that although the market had been expected to blossom before now, it’s flowering pretty vigorously and will soon bear fruit.

Growth will be concentrated at first in North America, Europe and Asia Pacific, with people becoming a bit smarter themselves and realising that investing in the technology can save money.

Commercial buildings in particular are expected to grow more than domestic buildings and companies realise that such construction can save energy as well as create operational efficiencies, the report said.

In Europe, legislation driven by EU regulations is helping the market to burgeon.

Spending in 2014 was only $6.3 billion but that’s expected to rise at a compound annual growth rate (CAGR) of 22.6 percent, reaching $17.4 billion by 2019.

That figure, however, is only a small percentage of the whole construction market.

Notebook makers tire of Europe

notebooksManufacturers of notebooks and tablets are looking to new markets to bolster their businesses because Europe can no longer be relied upon for healthy sales.

Last week we reported PC demand, particularly in Eastern Europe, was well done.

Now, Taiwanese wire Digitimes said that the manufacturers are looking to other market such as South East Asia and and Central and South America to make up the shortfall.

It’s not just lack of demand that is the problem because the margins the mostly Taiwanese companies are also taing a hit because of the parlous state of the Euro.

The notebook manufacturers can’t see light at the end of the tunnel in Europe until at least the end of the second quarter, the report adds.

The research wing of Digitimes believes that 221.4 million tablets will be shipped this year, and that’s a fal of 11.9 percent compared to 2014.

 

Frequent flyers hit by hackers

ukflagBritish Airway’s air miles scheme appears to have been hit by Russian hackers.

The BBC reported that a number of people appear to have their air miles accounts cleared out, or even used to book items using air miles.

But BA said only a small number of people appear to have hit – and it has written to all its users to notify them of the problem.

The report points to Flyertalk.com, which has several people complaining that the BA points – called Avios and two rooms in Spain were booked under the name of the person who owns the account.

Some people, apparently, had their own mobile phone number substituted for a Russian number.

BA said that its customers could be re-assured that their personal credit card details hadn’t been hacked, and it has taken steps to prevent the hack from happening again.