Tag: Temash

AMD Jaguar products still thin on ground

jaguar-peltIn late May AMD officially launched its first Jaguar-based APUs. Kabini was supposed to end up in all sorts of products, from cheap and cheerful notebooks, to AIOs and traditional desktops.

Temash is an even more frugal version of the chip, so it was intended for ultraportables, hybrids and similar form factors. Both chips arrived with much fanfare and got a lot of praise from the tech press. They are the most interesting consumer products to come out of AMD in 2013.

However, it’s been exactly three months since the launch and there really aren’t that many actual products to buy. There are some Jaguar-based notebooks and desktops in EMEA and US, but even they are available in a handful of shops, in rather limited numbers. The Acer Aspire V5, HP Pavilion Sleekbook TouchSmart 11, Samsung ATIV Book 9 Lite are Temash powered ultraportables and they are readily available in most European markets, albeit in a limited number of shops. So far they appear to be the only Temash notebooks in stock in Europe.

It is even worse with Kabini. There’s the Lenovo Thinkpad E145 in two SKUs, Toshiba Satellite C70/C75 and a huge Packard Bell 17-incher, which is practically the only Kabini notebook available on the continent, at least the only one to be found in price search engines. It’s only available in two Austrian shops, which is still better than the Lenovo and Toshiba, as nobody appears to have them in stock at the moment.

Then there’s a couple of Acer SFF desktops and a Packard Bell all-in-one, and that’s about it. There’s also not a single mini-ITX board yet, which is bad news for HTPC enthusiasts and tinkerers. It also may indicate that the first batches of Kabini chips are destined solely for OEMs, but we can only speculate.

In any case three months into the launch AMD’s most promising chip of the year is very hard to come by. This is very bad news for AMD. Kabini had the potential to wipe the floor with Intel’s obsolete 32nm Atoms and it should have enjoyed a few months on the market before Intel rolls out new 22nm Bay Trail parts. Now it seems this won’t be the case. The Bay Trail launch is just a few weeks away and it is becoming apparent that AMD failed to capitalize on its lead.

AMD informed us that is has product in stock in the US and EMEA. However, volumes and the number of actual design wins remain a concern. Jaguar is an excellent product with lots of potential, but with the PC market in shambles, it might struggle to gain traction and get plenty of design wins, as vendors and disties are still sitting on heaps of unsold Cedarview and Brazos products.

Mobile PC market in the doldrums

pc-sales-slumpThe mobile PC market has suffered its worst performance in 11 years, according to an IHS report.

Mobile PC shipments worldwide sank 6.9 percent compared to the first three months of the year, marking the first sequential decline since Q2 2002. Traditionally there has been growth in the second quarter, with the exception of 2002 and now, including last year where mobile PCs grabbed a 3.9 percent boost.

But analyst group IHS believes the poor results will spread beyond the second quarter. Taking the first half of 2013 overall, mobile PCs have had the worst performance since 2003 – with a 11.2 percent contraction compared to the same time last year.  This can be compared to a 41.7 percent surge as recently as 2010 to understand where the industry has found itself.

Ultrabooks have failed to woo consumers and, in the midst of global economic crisis, potential buyers are holding off on upgrading, even with price cuts and special offers from manufacturers.

“The mobile PC industry on the whole is struggling to find any momentum for growth as upheavals rock the market,” IHS compute analyst Craig Stice said. “In particular, more nimble devices like media tablets have taken over among consumers given their ease of use and unique form factor”.

IHS noted that innovation in mobile PCs has stagnated and low cost tablets have taken away further market share.

This all fits in nicely with the dominating narrative that the PC is dead, but this will not be the case. Although tablets are a far nicer experience for computing on the go or lazing around at home, it’s rather hard to get an essay done or other work finished on those devices. Instead PC makers will have to adapt and understand that the world is simply too out of pocket to justify upgrading to a new machine every couple of years. PCs have gone from being all in one devices to finding their niche in useful work or serious gaming. The rest can be done with a tablet or smartphone.

As IHS says, Intel’s Bay Trail and AMD’s Temash processors could inject some life into the market as PCs become lower cost, but higher performance and lower power. PC makers, IHS says, are “contemplating a new class of  performance PCs that would incorporate the new processors at affordable prices”.

There is still a current of hope for ultrathin devices, too, but Intel really put all its eggs in one basket when it arrogantly thought high cost Macbook Air knock-offs would fly off the shelf as the whole world got seriously more out of pocket.

“If a new low-cost PC offering strong performance can become available on the market and meet consumer expectations, then PCs could be set for more growth,” Stice said. “Not like the glory days of the 2000s, but growth nonetheless.”

Windows 8 gear set to get cheaper

pc-sales-slumpThe PC market is in the middle of its worst slump ever, but there might be some light at the end of the tunnel. PC makers believe prices of Windows 8 devices will fall dramatically in the not so distant future. 

On Wednesday Acer President Jim Wong said Microsoft is becoming increasingly considerate to its hardware partners and that it is finally starting to listen to their suggestions and ideas. Shifting the focus to cheaper products seems to have been the loudest suggestion. Wong also pointed out that touch enabled devices will open up a lot of possibilities for PCs, but he also warned that many simply don’t need touchscreens on their trusty PCs.

On the other hand, more touchscreens and mouth-watering price points could spell more competition in the cutthroat tablet market, dominated by Apple and Android gear. A number of manufacturers are already working on smaller Windows 8 tablets as well. The success of the iPad mini and even cheaper 7-inch ARMdroids did not go unnoticed, but it will take some effort to make Windows 8 truly competitive in this market, which is already becoming overcrowded.

First of all, Windows 8 is a bloated operating system by tablet standards. This means Windows 8 tablet designs need a lot more storage than their iOS or Android counterparts, which tends to drive the price a bit higher. Windows 8.1, or Windows Blue, could try to tackle this shortcoming. Secondly, they need very efficient x86 chips to be economically feasible, but upcoming x86 SoC designs from Intel and AMD should go a long way towards addressing this issue. Finally, Redmond has to cut Windows 8 prices, plain and simple.

However, Asus CEO Jerry Shen warns that there is no quick fix for Microsoft’s tablet woes. Windows 8 tablets are quite a bit pricier than their Android counterparts and they cost at least $150 more. Shen believes the price gap could narrow to about $50 this year, which should considerably improve Microsoft’s competitiveness.

Acer Chairman J.T. Wang said Microsoft’s willingness to adapt to change is a good sign for the PC industry, reports the Wall Street Journal.  He was rather blunt about it, too.

“In the past we consider they (Microsoft) live in heaven,” he said. “But now they go down to earth and they start to learn how people living on earth think.”

Although tablets are generating all the buzz lately, there are some changes on the PC front as well. An increasing number of all-in-ones and more powerful mini-PCs are hitting the market. Ultrabooks sales are still failing to impress, but there is some good news to report on the notebook front as well. Prices of Ivy Bridge notebooks are seeing double-digit cuts, as Intel partners gear up to introduce Haswell-based models over the next few months.

AMD to cut reliance on PC chips

AMD, SunnyvaleAMD might be on the verge of its biggest strategic shift in ages, as it starts to embrace ARM processors and more frugal chips. The company hopes to make as much as half of its money from console chips and ultra-low power processors by 2016. That is on top of ARM-based server chips which are already in the works.

At the moment, AMD generates the vast majority of its revenue from x86 processors and GPUs, but this year it is expected to ship millions of custom APUs for gaming consoles. On Tuesday the company launched a range of embedded x86 chips based on the new Jaguar core, but it also hinted at upcoming embedded chips based on ARM designs.

AMD already made it clear that it intends to use upcoming 64-bit ARM cores in its server parts, but the decision to design embedded APUs with ARM cores could have far reaching implications. In technical terms, these chips will have a lot more in common with consumer application processors than server chips. They are also expected to feature the latest generation Radeon graphics. In other words, AMD will develop ARM based SoCs, but it is still unclear whether it will target the consumer market.

Several years ago AMD sold its Imageon mobile graphics division to Qualcomm, and Qualcomm put it to good use, churning out millions of mobile SoCs with Adreno graphics, courtesy of AMD IP. However, AMD insists that it could catch up with relative ease.

Sasa Marinkovic, AMD’s Technology Marketing Lead, told Forbes that chip architecture at the time of the Imageon sale was full of bottlenecks and it has moved along since then.

“We sold some graphics IP, but we didn’t forget how to build it,” he said.

AMD already has some x86 designs capable of hitting sub-5W thermal envelopes required by tablet manufacturers, such as the 4.5W Temash SoC. However, ARM based chips could offer even better power efficiency and end up with sub-3W TDPs.

On the console front things are looking even better. AMD expects sales of custom APUs for the Playstation 4 and next-gen Xbox to account for 20 percent of its revenue by the end of the year. Similar chips based on the Jaguar core are coming to the consumer market as well.