According to Digitimes, heading into the second quarter of 2015, Taiwan touch panel makers have sudden got conservative outlooks and some are even predicting that their revenues will drop another 15-20 per cent.
he reason is that consumers don’t want game changing tablets and despite the claim that they are moving over to phablets instead the smartphone market is still pretty pants.
While Taiwan’s overall shipments are expected to grow in the second quarter, with makers expected to ship 41.579 million smartphone-use touch panels, increasing 23.5 per cent on quarter but decreasing 22.3 per cent on year. The 8.941 million tablet-use units, are up 7.2 per cent on quarter but down 15 per cent on year.
Tablet makers are hurting the most. Those who focus on the application such as TPK are expected to see a 15-20 per cent decline in revenues during the second quarter before rebounding in the second half of the year when product mixes are adjusted and new orders from customers arrive.
Young Fast Optoelectronics company chairman Pai Chih-chiang said that they were also having to face price competition and this will get worse.
Young Fast aims to reduce spending and cut costs in order to react to this trend, which arose largely due to competition from China. The company will also focus on developing larger-size products in addition to wearable solutions while increasing utilization rates, said Pai, adding it will lower its emphasis on consumer-based products.
China’s Huawei Technologies Co Ltd, known for its telecom equipment, became the latest tech giant to present its own take on the ‘Internet of Things’ (IoT), centered on an operating system designed to allow household and business appliances to communicate with each other online.
At an event in Beijing, Huawei executives showcased its “Agile IoT” architecture, including an operating system called LiteOS to control basic devices. This marks the firm’s most significant push into a sector that has lured heavyweights from Google Inc to Intel Corp and IBM into pushing their own standards and communication protocols.
Huawei executives touted Agile architecture as a free and open standard that would allow hardware designers to easily make connectable devices. Aside from its operating system, Huawei also showed off fully customizable wireless equipment that could be installed in business settings.
“Standardizing infrastructure will foster the development of Internet applications, including ‘IoT’ applications,” said Huawei’s chief strategy and marketing officer William Xu.
Huawei’s latest expansion comes at a time when consumer-oriented firms such as Xiaomi Inc and Apple Inc, anticipating an explosion of Internet-connected home appliances and consumer devices, have sought to build ecosystems around their popular handsets.
Last month, Tencent Holdings Ltd unveiled its own operating system for Internet-connected devices such as TVs and watches that is open to all developers, taking on domestic rivals Alibaba Group Holding Ltd, JD.com Inc and Xiaomi Inc in the smart hardware space.
The Zenfone 2, which has a 5.5-inch display with a resolution of 1920 x 1080 pixels, starts at $199. It will began shipping on Tuesday with Google’s Android 5.0 mobile operating system.
A model with 4GB of RAM and 64GB of storage goes for $299, while the $199 model has 2GB of RAM and 16GB of storage. The smartphone is shipping as an unlocked device, meaning it will work with multiple carriers.
It has an Intel 64-bit Atom Z3580 processor code-named Moorefield and a PowerVR G6430 graphics processor, which is capable of handling 1080p video rendering.
The Zenfone 2 has a 5-megapixel front camera and a 13-megapixel rear camera, as well as two SIM slots.
Asus wants to make a mark in the U.S, and with this smartphone it hopes to find an audience, said Jonney Shih, chairman of Asus, during a press event in New York.
The ZenFone 2 is already shipping in 15 countries worldwide. For the U.S. market, Asus has tweaked the smartphone with some new features including a better LTE modem.
Other features include 802.11ac wireless and LTE-Advanced capabilities. The device supports carrier aggregation, and LTE data transfers can touch up to 250M bps (bits per second).
This is also a big product release for Intel. The Zenfone is the second smartphone in the U.S. that uses one of its chips. It’s also Intel’s first smartphone in the U.S. with the XMM 7260 LTE modem. An Intel chip is already being used on Asus’s Padfone X Mini, which is primarily a 4.5-inch smartphone that turns into a 7-inch tablet with an accessory.
Apple, which has been focusing efforts on beefing up its mapping technology since ditching Google Maps in 2012, has acquired Coherent Navigation, a startup offering a high-accuracy GPS navigation service.
Coherent’s navigation system is used in the Iridium satellite network, according to the LinkedIn profile of Paul Lego, who was CEO of the company before going to work for Apple. Coherent, which was founded in 2008 and is based in the San Francisco area, counts the U.S. government as a customer and had been aiming its technology at the mining, construction, energy and agriculture industries. Coherent had fewer than 10 employees, according to its LinkedIn page, which states that the company “has ceased operations.”
Coherent joins a string of businesses Apple has purchased in recent years to beef up its mapping service. Until 2012, Apple’s mapping technology was based on Google Maps. Other mapping and location companies Apple has acquired include PlaceBase, Locationary and BroadMap.
In a statement released to the media, Apple said it occasionally purchases small companies and doesn’t discuss its acquisition plans. The timing, price and terms of the deal, which was first reportedby MacRumors, weren’t disclosed.
However, several former Coherent executives became Apple employees in recent months. Coherent CEO Paul Lego began working at Apple in January while co-founders William Bencze and Brent Ledvina joined the company in April, according to their LinkedIn profiles. Lego is on the Maps Team and Bencze and Ledvina work on location technologies.
AT&T Inc is preparing to bring connected car users exclusive content such as videos and games that can be streamed onto personal mobile devices later this year, AT&T’s senior vice president of emerging devices Chris Penrose said.
“It’s no different than being able to hook onto a Wi-Fi hotspot anywhere and get access to content you already subscribe to and get unique content that you could only get in the back of the vehicle,” Penrose said.
AT&T has signed up eight automaker partners, including General Motors Co, Audi AG and Ford Motor Co, to hook up cars with Internet access. The goal is to offer free or paid content exclusively for connected car users and sell more data, Penrose said in a recent interview.
AT&T is talking to its auto industry partners and content companies to bring new content like “special” shows or gaming levels on phones and tablets in connected cars, Penrose said. This would be in addition to subscription services such as Hulu and Netflix that users can already stream on mobile devices.
Most Americans already own a mobile phone, and the $1.7 trillion U.S. wireless industry is turning to connected cars and devices for growth. Besides being the essential pipes that deliver data, telecom players such as AT&T are looking to extract revenue from content.
GM has begun testing new content on its OnStar in-vehicle service best known for connecting drivers to live operators for directions or emergency help.
The subscription-based service, which also sells data to drivers, has special offers and some exclusive content on apps such as Famigo, an educational app for kids, and TumblebooksTV, a children’s digital books app. It also has retail partnerships with Dunkin’ Donuts and travel booking site Priceline.com for location-based deals.
AT&T is exploring business models that include revenue share for data, content and advertising with automakers, content and retail partners, Penrose said without sharing specific details.
AT&T is working with automakers to design a landing page or a portal for users to log in to access content, get vehicle service updates and buy data, he said.
The dumping of Apple shares by top hedge funds is continuing to gather speed and now even the Tame Apple Press is noticing.
Reuters took time out from its busy schedule of promoting Apple producst to report the surprise news that Top US hedge fund management firms, including Leon Cooperman’s Omega Advisors and Philippe Laffont’s Coatue Management, continued to reduce or slash stakes altogether in Apple during the first quarter.
We say surprise news, but we had noticed it when it actually happened.
Coatue cut its holding of Apple by selling 1.2 million shares during the first three months of this year, but it remains the fund’s single biggest U.S. stock investment, with 7.7 million shares. Omega Advisors sold all of its 383,790 shares in Apple during the first quarter, while Rothschild Asset Management cut its stake by 107,953 to 938,693 shares, filings showed on Friday.
David Einhorn’s Greenlight Capital also cut its exposure in Apple during the first quarter, slashing its stake by 1.2 million shares to 7.4 million shares.
Reuters cannot understand why the hedge funds are dumping their shares. Apple shares rose 12.7 percent in the first quarter and have continued to increase, it moaned.
But the reality is that if hedge funds listened to what fanboys wanted they would not be making the huge amounts of dosh they do. Objectively Apple’s markets have peaked, sales of Tablets have slumped, its iPhone market is stable but has no real momentum and above all it has yet to come up with a new idea.
The changes, announced Thursday, come less than a month after Google started prioritizing mobile-optimized sites in its search results. Both companies are looking to attract more users by providing a better search experience on smartphones and tablets.
Microsoft said it expects to roll out the changes in the coming months. Sites that display well on smaller screens will also be flagged with a new “mobile friendly” tag.
In the U.S. last year, Bing had roughly 6 percent of the mobile search market, compared with Google’s 83 percent, according to figures from StatCounter.
The changes don’t mean mobile-optimized sites will necessarily appear at the top of results. “You can always expect to see the most relevant results for a search query ranked higher, even if some of them are not mobile friendly,” Microsoft said.
It considers a variety of elements to decide which sites display best on smartphones and tablets. For example, sites with large navigational elements that are spaced well apart will be prioritized, as well as sites that don’t require a lot of zooming and lateral scrolling. Bing will also favor sites with mobile-compatible content. That means pages with Flash content, which doesn’t work well on iOS devices, might get demoted.
Microsoft highlighted Fandango’s mobile site as one that will be prioritized under the changes, more so than Movies.com.
The company has also developed a tool to help webmasters assess the mobile friendliness of their sites. It will be made available in a few weeks.
Qualcomm is wedging its foot more firmly in the Internet of Things (IoT) door by announcing a range of moves to secure its position in the market.
The first announcement sees the firm expanding its Internet of Everything (IoE) platform with the addition of six new ecosystem providers: Ayla Networks, Exosite, Kii, Proximetry, Temboo and Xively by LogMeIn.
“This will further simplify the development of devices that use WiFi to connect to the IoE by increasing cloud service flexibility and making these solutions available in a broader global reach,” Qualcomm said.
Qualcomm has also introduced two connectivity solutions, the QCA401x and QCA4531, which bring WiFi capabilities to connect products across development platforms and “give customers an expedited and cost-effective path to deployment”.
The QCA401x is designed to ease manufacturer demand for increased computing and memory while lowering size, cost and power consumption, Qualcomm said.
It features a fully integrated micro controller unit with up to 800KB of on-chip memory and an expanded set of interfaces to directly interconnect with sensors, display and actuators, further reducing system cost, size and complexity.
The QCA401x also includes a suite of communication protocols including Wi-Fi, IPv6, and HTTP, as well as an advanced security feature designed to maximise security in IoT devices.
The QCA4531 is a low-cost turnkey solution that brings high-performance connectivity with a user-programmable Linux/OpenWRT environment.
It is designed to serve as an IoT node taking advantage of the Linux framework and as a hub to enable an IoT Ecosystem.
“As the [IoT] ecosystem expands, the QCA4531 is ideal for multi-protocol bridging and communication, bringing together multiple wireless medium and bridging between different ecosystems,” said Qualcomm.
The QCA4531 can function as an Access Point supporting up to 16 simultaneous devices, and is also power-optimised to enable appliances to meet international standards for energy efficiency.
The firm also banged on about the development of its subsidiaries Qualcomm Technologies, Qualcomm Atheros, Qualcomm Life, and Qualcomm Connected Experiences, and their progress across its range of IoT technologies.
Broadly, this includes an increased focus on providing better connectivity in the smart home with the AllSeen Alliance, as well as the development of more wearables in more countries, deploying more connected cars, more active engagements in smart city developments and partnering with more customers for connected healthcare.
“Driven by the significant growth and diversity of interconnected devices, Qualcomm companies are delivering the solutions and collaborating with technology leaders to empower manufacturers to create the best connected experiences in homes, businesses, cars and cities,” the firm said.
Qualcomm also announced additional features in its AllPlay smart media platform, including Bluetooth to WiFi re-streaming, custom audio settings and optimised synchronisation. The new AllPlay feature combines Bluetooth and WiFi for “whole home streaming”.
This means that all local or cloud-based music on a consumer’s smartphone can be streamed to any Bluetooth-compatible AllPlay speaker and then re-streamed over WiFi to multiple AllPlay speakers, all in sync.
This allows simple wireless connectivity to individual speakers or an entire home audio system over the user’s existing home WiFi network, providing an advantage over Bluetooth-only speakers which are limited to one-to-one streaming.
“The range and capacity of WiFi, coupled with the ubiquity of Bluetooth, is a game-changing combination for manufacturers and consumers alike,” said Sy Choudhury, senior director of product management at Qualcomm.
“AllPlay device manufacturers like Hitachi and Monster can now offer their customers more connectivity options and access to myriad streaming services throughout their home with this new capability.”
Qualcomm announced last month that it has teamed up with Dutch semiconductor maker NXP to bolster its near field communication offering, expanding the technology outside the smartphone and into IoT devices.
NXP’s embedded secure element will be integrated across Qualcomm’s Snapdragon 800, 600, 400 and 200 processor-based platforms.
The new offering features a module variant derived from the recently launched NXP PN66T NQ220 module, now named the NQ220.
Qualcomm had an IoT event in San Francisco yesterday and the company wanted to talk a bit more about IoT, also known as Internet of Things. They started off with a catchy phrase – Internet of Hype to Internet of Everything.
Dave Aberle said that up to a billion dollars in revenue is coming from the non-mobile market. More than 10 pecent of Qualcomm revenue will come from the non-headset market. They call this market Internet of Everything, but we believe that not all of that market should be called IoT.
IoT is not just the wearable market; it is car modems, connected speakers, action cameras, some smart SanDisk storage solutions, home automation kit and more. Aberle mentioned that Qualcomm has 40 car design wins in the market with 15 different OEMs. We saw some names including Audi on the slide, but the list of obviously much longer.
Qualcomm is the leader in connected car and 4G LTE market, while Nvidia is the leader in Infotainment car systems, having some huge customers behind it, including the Volkswagen Group.
Qualcomm wants to expand its presence in IoT, including automotive solutions, and we expect more IoT designs from them in the near future.
Google will add a “buy” button in its search results on mobile devices in the coming weeks, according to a report last Friday in the Wall Street Journal, a move that could give online shoppers an easier way to buy products on small screens.
The change might also give consumers an alternative to mobile apps from companies like Amazon and eBay, though it might jeopardize retailers’ ability to directly market to their customers.
The buy button will appear on Google’s search results pages when people search for certain products on mobile devices, said the report, which cited unnamed sources. If users click on the buttons, they’ll be taken to another Google page where they can choose among sizes and colors, select shipping options and complete the purchase, the report said.
Google reportedly will let shoppers enter their payment information just once, store it, and automatically load it for future purchases on Google’s shopping pages.
The products will still be provided and sold by the retailer and not by Google. Macy’s is in talks with Google to take part in the launch of the button, according to the Wall Street Journal report.
Representatives of Google and Macy’s did not immediately respond to requests for comment on Friday.
The buttons will accompany only sponsored search results, not regular results driven by Google’s basic search algorithm, the report said. At first they will only appear with a small percentage of Google’s search traffic.
Over time, the buttons could help Google expand its search service beyond information and links to also encompass an online storefront.
Inotera chairman Charles Kau said that it was unclear if DRAM prices will stop falling and rebound in the third quarter.
Inotera on May 11 signed a $508 million five-year syndicated loan agreement with a consortium of local banks in Taiwan in the hope of getting a bit of flexibility until things pick up.
The outfit was not thinking of flogging any of the family silver, but plans to start distributing dividends to shareholders in 2016, Kau noted.
In 2014, non-PC DRAM products accounted for 60 per cent of Inotera’s total revenues. The company will continue to improve its product mix in 2015, while making progress in the transition to 20nm process technology.
Kau told Digitimes that Inotera http://www.digitimes.com/news/a20150512PD219.html plans to have 80 per cent of its total production capacity to be built using a newer 20nm node by the end of 2015.
Meanwhile it is not planning any big capital expenditure, he said.
The company launched an investigation in early May after receiving reports of unusual activity involving payment cards used at some of its stores. While it now has sufficient evidence to confirm an illegal intrusion, the company declined to comment on the breach’s scope until the forensics investigation is complete.
Sally Beauty is one of the largest retailers of beauty products in the U.S. and has over 4,500 stores.
In March last year, the company said hackers stole up to 25,000 customer records containing payment card data. According to the company’s annual report for 2014, attackers managed to install malware on some of its point-of-sale systems and captured “track 2″ card data.
Track 2 refers to one of the data tracks encoded on a card’s magnetic stripe. It contains the card’s number and expiration date and can be used by criminals to clone it.
“There can be no assurances that we will not suffer another cyber-attack or data security breach in the future and, if we do, whether our physical, technical and procedural safeguards will adequately protect us against such attacks and breaches,” the company said in its report.
The compromise of point-of-sale systems with memory-scraping malware has resulted in some of the largest card breaches over the past two years. The technique was used to steal 56 million payment card records from Home Depot last year and 40 million from Target in late 2013.
An Israeli company has designed a product that it claims is capable of determing if a mobile device connects to a fake cellular base station or Wi-Fi access point, potentially protecting critical data from falling into the hands of hackers.
Two large European carriers are testing the product, which is expected to come to market in early 2016, said Dror Liwer, chief security officer and co-founder of CoroNet, based in Be’er Sheva, Israel.
CoroNet’s software addresses one type of attack that was long thought to be too expensive to conduct. It involves creating a fake base station that has a stronger signal than a real one. Mobile devices are designed to connect to the station with the strongest signal.
Once a device has connected, it’s possible for a hacker to figure out a person’s approximate location and possibly steal data or listen to calls.
Such attacks were thought to be only possible by governments and intelligence agencies, but the software needed to create a base station,OpenBTS, is open source, and the cost of the needed hardware has dropped dramatically, Liwer said.
In the U.S., there has been increasing concern over police departments using such devices, sometimes referred to as IMSI (International Mobile Subscriber Identity) catchers, without court approval.
A technically skilled person could probably build a fake cellular tower for around $350, while a non-technical person could assemble one for around $1,500, Liwer said. For enterprises with sensitive data, the lower barrier to intercepting mobile communications poses yet another risk to data.
CoroNet’s software is a lightweight agent that runs on an Android or iOS device or on a laptop. It is programmed to detect behaviors and characteristics of a base station, as well as those of Wi-Fi networks.
It turns out that fake ones leave a lot of clues that they’re probably bogus. Liwer said there are many signs that CoroNet analyzes.
Those are the findings from enterprise mobility management vendor Good Technology, which issued a report that measured mobile device activations among its business customers. Good says its technology serves more than 6,200 companies.
In the first quarter of 2015, 72 percent of all smartphones activated globally ran iOS. Compared to 2014′s fourth quarter, that’s a 1 percent decrease. Android device activations, meanwhile, reached 26 percent, increasing 1 percent from the fourth quarter of 2014. Windows Phone activations remained steady at 1 percent, the same as the previous six quarters, said the report.
Apple lost significant ground in the tablet market. In the first quarter of 2015, iPads had an 81 percent market share in activations, down from 92 percent in the year-ago quarter, according to the report. Tablets running Android and Windows increased their market share to 15 percent and 4 percent, respectively. According to Good, Microsoft Surface devices, which Microsoft manufactures, as well as Windows tablets sold by third-party makers, were both in demand.
The iPhone 6 was the most popular smartphone for businesses, comprising 26 percent of all smartphone activations in the first quarter of 2015. The Samsung 5 was the most activated Android smartphone. Together, 28 of the top 30 selling smartphones came from either Apple or Samsung, the report said.
The industries with the most iOS activations were education (83 percent), the public sector (80 percent) and financial services (76 percent), the report said. Android activation was prevalent in the tech (47 percent) and energy (44 percent) industries.
Windows device activations, meanwhile, stood out in the retail and entertainment and media markets. In retail, Windows tablets claimed a 5 percent market share while in the media and entertainment industry, 7 percent of device activations were for Windows Phone.
The Helio X20 is expected to make its way into devices in early 2016, and will “revolutionise” mobile processors, according to MediaTek.
This is down to its ability to reduce power consumption significantly by altering the number of cores working at any one time depending on the power needed to complete tasks.
MediaTek said that this has been made possible by the firm’s new Tri-Cluster CPU architecture that has three processor clusters each designed to handle different types of workloads more efficiently.
“If a user needs heavy performance, [the Helio X20] will invoke 2, 4, 8 cores, intelligently looking at the workload to decide how many it needs,” said MediaTek’s senior director of corporate sales for EMEA, Chet Babla, in a briefing with The INQUIRER.
“There will be a dramatic drop in power consumption compared to big.LITTLE architecture because of this.”
The Tri-Cluster CPU consists of one cluster of two ARM Cortex-A72 cores running at 2.5GHz for high performance, and two clusters of four ARM Cortex-A53 cores, one running at 2GHz for medium loads and one running at 1.4GHz for light activities.
MediaTek has also integrated a CorePilot 3.0 heterogeneous computing scheduling algorithm which controls which threads are allocated to the cores.
CorePilot 3.0 schedules the tasks for all CPUs and GPUs while managing power and thermal effects so that extreme performance can be attained while creating less heat.
This is said to reduce power consumption by 30 percent compared with conventional dual-cluster architectures on top of the increase in energy efficiency thanks to Helio X20′s supported ARM Mali-T880 GPU.
“With the integration of MediaTek’s WorldMode Category 6 LTE modem with carrier aggregation and upgraded CorePilot 3.0 advanced scheduling algorithm, the Helio X20 is set to revolutionise the mobile processor industry and address the global demand for flagship mobile devices,” MediaTek said.
The Helio X20 also has several features designed to increase device display performance and multimedia experiences.
These include support for dual main cameras with a built-in 3D depth engine for a faster shot-to-shot experience, multi-scale de-noise engines for higher quality images, a 120Hz mobile display refresh rate for crisper and more responsive browsing, and an integrated ARM Cortex-M4 low power sensor processor to support always-on applications such as MP3 playback and voice activation.