TSMC has announced that it will begin volume production of 16nm FinFET products in the second half of 2015, in late Q2 or early Q3.
For consumers, this means products based on TSMC 16nm FinFET silicon should appear in late 2015 and early 2016. The first TSMC 16nm FinFET product was announced a few weeks ago.
TSMC executive CC Wei said sales of 16nm FinFET products should account for 7-9% of the foundry’s total revenue in Q4 2015. The company already has more than 60 clients lined up for the new process and it expects 16nm FinFET to be its fastest growing process ever.
Although TSMC is not talking about the actual clients, we already know the roster looks like the who’s who of tech, with Qualcomm, AMD, Nvidia and Apple on board.
This also means the 20nm node will have a limited shelf life. The first 20nm products are rolling out as we speak, but the transition is slow and if TSMC sticks to its schedule, 20nm will be its top node for roughly a year, giving it much less time on top than earlier 28nm and 40nm nodes.
The road to 10nm
TSMC’s 16nm FinFET, or 16FinFET, is just part of the story. The company hopes to tape out the first 10nm products in 2015, but there is no clear timeframe yet.
Volume production of 10nm products is slated for 2016, most likely late 2016. As transitions speed up, TSMC capex will go up. The company expects to invest more than $10bn in 2015, up from $9.6bn this year.
TSMC expects global smartphone shipments to reach 1.5bn units next year, up 19 percent year-on-year. Needless to say, TSMC silicon will power the majority of them.
U.S. Federal Communications Commissioner Jessica Rosenworcel, on Friday, stated that U.S. regulators will look “to infinity and beyond” to harness new technology that can help build a new generation of mobile wireless connections.
The FCC on Friday voted unanimously to open a so-called “notice of inquiry” into what it and the industry can do to turn a new swath of very high-frequency airwaves, previously deemed unusable for mobile networks, into mobile-friendly frequencies.
The FCC’s examination would serve as a regulatory backdrop for research into the next generation of wireless technology, sometimes referred to as 5G and which may allow wireless connections to carry a thousand times more traffic.
“Today we’re stepping in front of the power curve,” FCC Chairman Tom Wheeler said on Friday at the meeting.
In question are frequencies above 24 gigahertz (GHz), sometimes called millimeter waves, that have previously been deemed technically unweildy for mobile connections, though have the potential to carry large amounts of data and give the promise of lightning-fast speeds.
Millimeter waves work best over short distances and have required a direct line-of-sight connection to a receiver. They are now largely used for point-to-point microwave connections.
The FCC said it will study what technologies could help get around the technological and practical obstacles and what kind of regulatory regime could help a variety of technologies to flourish on those airwaves, including the potential for services other than mobile.
The U.S. wireless industry continues to work on deploying the 4G connections, though some equipment manufacturers, such as Samsung are already testing data transmission on the higher frequencies.
Gartner and IDC both recently dramatically lowered their tablet shipment and sales estimates for 2014 and coming years, citing primarily the longer-than-expected time customers keep their existing tablets. (That phenomenon is called the “refresh rate.”)
Gartner said it had originally expected 13% tablet sales growth for the year globally; it has now lowered that growth rate to 11%. IDC’s forecast change was even more dire: In June, it predicted shipment growth this year would be 12.1%, but in September it cut that number to 6.5%.
In the U.S., things are worse, because more than half of households have a tablet and may hold onto it for more than three years, well beyond analysts’ earlier expectations.
IDC said in its latest update that tablet growth in the U.S. this year will be just 1.5%, and will slow to 0.4% in 2015. After that, it expects negative growth through 2018. Adding in 2-in-1 devices, such as a Surface Pro with a keyboard, the situation in the U.S. improves, although overall growth for both tablets and 2-in-1′s will still only reach 3.8% in 2014, and just 0.4% by 2018, IDC said.
“Tablet penetration is high in the U.S. — over half of all households have at least one — which leads to slow growth…,” Mikako Kitagawa, an analyst at Gartner, said in an interview. “A smartphone is a must-have item, but a tablet is not. You can do the same things on a laptop as you do with a tablet, and these are all inter-related.”
Tablets are a “nice-to-have and not a must-have, because phones and PCs are enough to get by,” added Carolina Milanesi, chief of research at Kantar Worldpanel.
In a recent Kantar survey of 20,000 potential tablet buyers, only 13% said they definitely or probably would buy a tablet in the next year, while 54% said they would not, Milanesi said. Of those planning not to buy a tablet, 72% said they were happy with their current PC.
At IDC, analyst Tom Mainelli reported that the first half of 2014 saw tablet growth slow to 5.8% (from a growth rate of 88% in the first half of 2013). Mainelli said the meteoric pace of past years has slowed dramatically due to long device refresh cycles and pressure from sales of large phones, including the new iPhone 6 Plus. That phone has a 5.5-in. display, which is close to some smaller tablets with 7-in. displays.
Juniper Research now estimates smartwatch shipments will hit 100 million by 2019. The firm expects several high-profile products to launch over the next year or so, helping boost mainstream awareness.
However, the figures are anything but encouraging.
The report, titled ‘Smart Watches: Market Dynamics, Vendor Strategies & Scenario Forecasts 2014-2019′, expects growth will decelerate from 2016 onwards. The first batch will ride the hype, but moving forward it won’t do much for mainstream adoption.
However, the forecast also examines the possibility of sustaining 2014-2015 growth in the long term.
If consumers discover a ‘key use case’ or cases for smartwatches, backed by more product releases on the back of higher demand, higher growth could be sustained. In plain English, if people actually find a use for smartwatches, they will see more growth.
Unfortunately the case is hard to make at this point. Smartwatches face a number of hardware limitations and software support is still limited, which means they are not very useful at the moment. Juniper expects more vendors to integrate GPS, NFC and other technologies, but the downside is that smartwatches are not expected to become very cheap. The firm estimates premium branding and high functionality to keep prices at $200+ until the end of the decade.
Europeans not too keen
One possible application that could generate more demand comes in the form of mobile payments. Apple Pay is coming to the Apple Watch, but the service will be limited to the US for quite a while and Apple won’t have an easy time launching it in other markets, where it enjoys a much lower market share.
The problem with mobile digital wallets is that they have not taken off yet. What’s more, new research indicates that Europeans are not sold on the idea of smartwatch wallets.
The survey, carried out by German market research firm GfK, found that just 20 percent of Germans and 27 percent of Britons are interested in contactless payments built into a watch. However, Chinese and American consumers are more open to the idea, with 40 and 54 percent saying they are interested.
Most consumers said they are interested in health applications and many said they would store identification data on their smartwatches.
Qualcomm wants to buy British Bluetooth expert CSR for $2.5 billion. The company is doing rather well in areas like automotive and wearable devices which is exactly where Qualcomm wants to be.
CSR has previously said no to any take-over, but the two had remained in talks to reach a deal, with a deadline imposed by UK regulators. There is a chance alternative bidders may emerge, but they might be put off by the huge amounts of cash that Qualcomm is paying.
Qualcomm Chief Executive Steven Mollenkopf said the addition of CSR would allow it to diversify into the markets for short-range, wireless Bluetooth chips and audio processing used in portable audio, automotive controls and wearable devices.
“Combining CSR’s highly advanced offering of connectivity technologies with a strong track record of success in these areas will unlock new opportunities for growth,” he said.
CSR Chief Executive Joep van Beurden said the two companies were a good combination something analysts appear to agree with. CSR, short for Cambridge Silicon Radio, specializes in connectivity, with its chips used in products such as portable audio speakers and Beats headphones.
It was a pioneer in the market for wireless Bluetooth technology, which is now mushrooming in popularity for use in wireless audio speakers, network-connected appliances in homes and for use in so-called “connected car” features in autos.
Taiwan’s contract chipmaker TSMC surprised Wall Street by doing much better than expected. The outfit made a killing from its smartphone customers to record net profit in the third quarter.
TSMC earned a net profit of (US) $2.51 billion in the July-September period, versus expectations of $2.41 billion analysts expected. It also helped the company notch a 26 percent on-quarter rise in revenue from communication devices, even as computer-related revenue fell 6 percent. TSMC had reported net profit of $1.96 billion in the second quarter and $1.71 billion in the same three months of 2013.
Overall revenue of $6.88 billion in the third quarter also hit a record, eclipsing the $6.02 billion from the previous three months. Apple orders contribute about 6 percent of revenue for TSMC. Other TSMC clients such as Qualcomm and Broadcom supply Apple as well and Yuanta Securities analyst George Chang estimates that such second-hand orders contribute as much as another 15 percent to TSMC sales.
Qualcomm rival MediaTek whose chipsets are popular among low-cost smartphone vendors in emerging markets such as China, also counts TSMC as its main foundry partner.
HANA is short for High Performance Analytical Appliance, and is an in-memory, column-oriented relational database management system.
“SAP HANA converges database and application platform capabilities in-memory to transform transactions, analytics, text analysis, predictive and spatial processing so businesses can operate in real time,” says SAP.
SAP’s partnership with IBM and its SoftLayer cloud services will enable large enterprises that want an alternative to supporting SAP HANA in their own data centres to outsource data centre infrastructure costs.
IBM and SAP jointly-announced: “The SAP HANA Enterprise Cloud offering is now available through IBM’s highly scalable, open and secure cloud.
“SAP HANA Enterprise Cloud will expand to major markets with the addition of the IBM cloud data centres.
“This is expected to enable customers to deploy their SAP software around the globe in a faster and more secure environment that is backed by IBM’s proven cloud capabilities.”
SAP CEO Bill McDermott added: “We look forward to extending one of the longest and most successful partnerships in the IT industry.
“The demand for SAP HANA and the SAP Business Suite on SAP HANA in the cloud is tremendous and this global agreement with IBM heralds a new era of cloud collaboration.
“We anticipate customers will benefit from this collaboration and expansion of SAP HANA Enterprise Cloud.”
IBM CEO and president Ginni Rometty said: “This announcement is a significant milestone in the deployment of enterprise cloud.
“It builds on our two companies’ long history of bringing innovation to business, and extends IBM’s position as the premier global cloud platform.
“Our secure, open, hybrid enterprise cloud platform will enable SAP clients to support new ways to work in an era shaped by big data, mobile and social.”
We reckon that SAP’s partnership with IBM for SAP HANA services is also likely to lead to more opportunities for IBM consulting services to deliver SAP customisation and implementation services to enterprise customers.
Gartner is warning that tablet sales could fall to the power of the cheaper and bigger smartphones. Gartner’s Q3 and annual figures for device sales worldwide — covering smartphones and tablets as well as PCs of all sizes — shows that tablet sales in 2014 will only see 11 per cent growth over last year, compared to growth of 55 percent the year before.
This works out to a projected 229 million tablets selling in 2014, or 9.5% of overall worldwide device sales, which will total 2.4 billion devices for the year, and 2.5 billion in 2015. In short the novelty is wearing off and tablets are getting a good kicking from Android smartphones. Devices built on Google’s mobile operating system will see sales of 1.2 billion devices this year, working out to more than half of all devices sold.
Ultramobiles, the not-quite-PC and not-quite-tablet and not-quite-phone category, will remain niche but continue growing: there will be 37.6 million of these sold this year, and as befits a fast-growing but still-small category, ultramobiles will grow the fastest, doubling in sales in 2015 while the other categories continue to see only modest rises. Ultramobiles are also suffering from the same issue as tablets. People are simply not replacing them as much.
“In the tablets segment, the downward trend is coming from the slowdown of basic ultramobiles,” Gartner concludes.
The life cycle of tablets and ultramobiles is around three years and buyers this year won’t replace devices until 2018. Gartner says it projects 83 million less new tablet purchasers in 2014-2015 and 155 million less tablet replacements through 2018.
Roberta Cozza, a Gartner analyst and co-author of the report said there are too many solid devices out there and users don’t have a reason to upgrade to the new units. Cozza also confirmed Samsung is heads and shoulders above all other OEMs.
If you look at PCs, ultramobiles and phones, Samsung is still number one, with around a 20 per cent share this quarter. Samsung’s fortunes are driven by Android and its share in the PC category is “tiny.”
With Apple in second place at around 10 percent, Nokia in third just behind it and Lenovo in fourth in the overall category.
The feature, part of the Google+ Helpouts online collaboration video service that launched a year ago, allows healthcare workers to share expertise through live video and provide real-time advice from their computers or mobile devices.
“When you’re searching for basic health information — from conditions like insomnia or food poisoning — our goal is provide you with the most helpful information available. We’re trying this new feature to see if it’s useful to people,” a Google spokesperson said in an email response to Computerworld.
The new Helpouts feature offers a link to a video service that a physician or other healthcare worker has established for advising patients who’ve used a particular search query, such as “congestive heart failure” or “shoulder injury.”
Video chat services and other forms of remote communications with healthcare workers have increased 400% from 2012 levels.
This year in the U.S. and Canada, 75 million out of 600 million appointments with general practitioners will involve electronic visits, or eVisits, according to new research from Deloitte.
With an aging Baby Boomer population and broadband bandwidth improved a hundredfold from a decade ago, telemedicine is exploding as a convenient and less costly alternative to the traditional visit to the doctors’ office.
The anonymous user, who claims to have hacked close to 7 million accounts, is calling for Bitcoin donations to fund the operation.
“We will keep releasing more to the public as donations come in, show your support,” the anonymous Pastebin user said on the site.
Dropbox, however, said it has not been hacked.
“These usernames and passwords were unfortunately stolen from other services and used in attempts to log in to Dropbox accounts. We’d previously detected these attacks and the vast majority of the passwords posted have been expired for some time now. All other remaining passwords have been expired as well,” a Dropbox spokesman said in an email to Reuters.
Dropbox is a Silicon Valley startup that has proved a hit with consumers and boasts more than 200 million users six years after it was started. It has undergone tremendous growth amid the meteoric rise of cloud, which is expected to continue booming alongside mobile computing.
NSA whistleblower Edward Snowden last week advised those concerned about their privacy to “get rid of Dropbox” and cease using Facebook and Google.
The smartphone is a variant of the Xperia Z3, which was announced at the IFA trade show in Berlin last month. The smartphone will be sold for US$199 through Verizon with a two-year mobile contract, the companies said.
The Z3V smartphone has a 5.2-inch screen and looks and feels just like the Z3, but there are subtle differences. The Z3V has wireless charging and offers a longer battery life of two hours. The Z3 has one-and-a-half hours of battery life.
The Z3V also lets users play PlayStation 4 games remotely on their phones with the Remote Play feature.
The Z3V has the same 20.7-megapixel rear camera as the Z3, but advanced software to shoot and edit pictures.
Other features include a Qualcomm Snapdragon 801 processor, a 1920 x 1080 pixel resolution screen and a 2.2-megapixel front camera. It runs on the Android 4.4 OS, code-named KitKat. The smartphone is also waterproof.
The Xperia Z3V is the effective successor to the Z2, which shipped just six months ago, and has received good reviews. But PC Advisor says that the hardware in the Z3 is similar to that of its predecessor, so there’s no major reason to upgrade.
Sony’s U.S. mobile business has struggled. But the company is committed to that market, said Kunimasa Suzuki, president and CEO of Sony Mobile Communications, at the event. The Z3V is central to the company’s plans for the market, which also include bringing all of gaming, movie, music and device assets together.
The Z3V was one of many product availability announcements made at the press conference. Verizon will sell Sony’s Smartwatch 3 starting later this month, though no price was announced.
The Smartwatch 3 was also announced at IFA. It will run on Google’s Android Wear OS and offer two days of battery life, said Jeff Dietel, vice president of marketing at Verizon Wireless.
The country’s third-largest carrier has confirmed that it will end its WiMax service on Nov. 6, 2015. It had disclosed in a Securities and Exchange Commission filing last year that WiMax would shut down by the end of 2015.
Sprint deployed what was then a newly emerging technology in 2008, attempting to jump past its competitors with a mobile data network that would be faster than its own 3G CDMA system and those operated by the other big national carriers. WiMax launched first in Baltimore in September 2008 with advertised download speeds ranging from 2Mbps (bits per second) to 4Mbps.
The network ultimately was built and operated by Clearwire, another early WiMax adherent that owned spectrum licenses in the same band as Sprint, around 2.5GHz. Sprint bought its WiMax capacity wholesale from Clearwire before selling it to its 4G subscribers. The two carriers had a tumultuous relationship until Sprint acquired Clearwire as part of its takeover by Softbank in 2013.
WiMax predated LTE and may have helped to spur on the development of that standard, which became the 4G system for carriers that had embraced the GSM family of technologies. But as early as 2010, both Sprint and Clearwire were signaling that they would give in to LTE’s broader global backing and follow what was already expected to be the more high-volume technology.
The November date was first reported by AndroidCentral, based on a leaked newsletter that discussed a letter to be sent a year in advance to all corporate WiMax customers. The newsletter also said other WiMax customers would be informed six months in advance and that there would be comparable devices at low or no cost to replace WiMax equipment. Sprint had laid out the possibility of free LTE replacement phones in its terms of service last year.
Chief Executive Mark Zuckerberg, who is visiting India to participate in an event to boost Internet usage, refused to say much more, but it does indicate that the company has not worked out a cunning plan yet.
Facebook’s final WhatsApp acquisition price tag has risen an additional $3 billion to roughly $22 billion because of the increased value of Facebook’s stock in recent months. This means that Zuckerberg is under pressure to make a bob or two from the deal.
WhatsApp works across different types of phones, across borders, and without advertising. The app only charges a 99 cent annual subscription fee, which is waived for the first year.
Google’s request seeks to overturn an appeals court ruling that found Oracle could copyright APIs of its Java programming language, which Google used to design its Android smartphone operating system.
Oracle sued Google in 2010, claiming that Google had improperly incorporated parts of Java into Android. Oracle wants $1 billion on its copyright claims. Oracle claimed Google’s Android trampled on its rights to the structure of 37 Java APIs. A San Francisco federal judge had decided that Oracle could not claim copyright protection on parts of Java, but earlier this year the U.S. Court of Appeals for the Federal Circuit in Washington disagreed.
In its filing this week, Google said the company would never been able to innovate had the Federal Circuit’s reasoning been in place when the company was formed.
“Early computer companies could have blocked vast amounts of technological development by claiming 95-year copyright monopolies over the basic building blocks of computer design and programming,” Google wrote.
The company also said it will roll out an all-wheel drive option of the Model S sedan that can go from zero to 60 miles per hour in 3.2 seconds yet doesn’t compromise the vehicle’s efficiency.
The car is like having a “personal roller coaster,” Tesla CEO Elon Musk joked after making the announcement at the packed event in Hawthorne, California.
Tesla’s announcement had been eagerly anticipated since Musk last week tweeted that it was “about time to unveil the D and something else.”
Onstage Musk said “D” stands for “dual motor,” meaning Tesla’s all-wheel drive vehicle will have a motor at either end of the chassis to increase control.
In addition, Musk said that the Model S cars that are rolling off the line today already have the hardware for what he called “autopilot.” The features include a long-range radar, image recognition so the vehicle can “see” things like stop signs and pedestrians, and a 360-degree ultrasonic sonar.
The car can park itself in a garage, turn on the air conditioning in advance of a trip and recognize obstacles on the road. He cautioned, however, that “autopilot” was not fully autonomous driving and would not allow a driver to fall asleep at the wheel.
The new features will give Tesla momentum while consumers wait for the launch of its third vehicle, the crossover SUV Model X, next year, said one industry analyst.
“Until the Model X arrives, a vehicle that will substantially amplify Tesla’s appeal and volume potential, these upgrades should keep the Model S at the forefront of advanced personal transportation,” said Karl Brauer, senior analyst at Kelley Blue Book.