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.
Intel is just about to release a new version of Thunderbolt, just as its most major customer – Apple, has dropped the technology from its 12-inch MacBook.
Intel has hinted that it will reveal the “next generation of Thunderbolt” at a press event to be held next month at the Computex trade show in Taipei.
The latest version of Thunderbolt, version 2.0, can transfer data at speeds up to 20Mbps (bits per second), which is twice as fast as the latest USB 3.1.
Chipzilla has been working on a new chipset with more integrated components and we are expecting to see some new toys that will plug into it at the June 1 event.
Intel has been trying to speed up Thunderbolt data transfers, and has said data transfers could reach up to 50Gbps with the help of its emerging silicon photonics technology.
The driving force for a faster Thunderbolt connector could emerge with 8K video. This will appear in Microsoft’s upcoming Windows 10 OS. Consumer electronics makers are backing the development of a new connector technology called SuperMHL, which will run through USB cables and could kill off any chance that Thunderbolt has.
Thunderbolt peripherals cost a bomb, and many PC makers have passed on the technology particularly for Windows PCs where people tend to be a little more practical. It seems that even the Apple market, where you can charge $1000 for a turd with an Apple logo on it is also shying away from Thunderbolt.
Computex will also have Intel showing off its USB Type-C 3.1, which is considered primary competition to Thunderbolt. The technology is more versatility than Thunderbolt as it can recharge laptops and be a connector for a wide variety of peripherals. The Type-C cables also look the same on both ends, so users don’t have to worry about plug orientation.
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.
Analyst at IDC have consulted their tarot cards and are predicting that tablets will survive in the business area.
The overall tablet market in Western Europe remained challenged in the first quarter of 2015, declining 10.5 percent on year with shipments totaling 8.5 million units. The contraction, was the result of consumers realising that tablets were a fad and had no actually use at all.
But IDC sees a feature for the technology in the commercial space with volumes increasing 51.3per cent from the same period in 2014. This is particularly in the area of 2-in-1s which are essentially a re-incarnation of netbooks with a touch screen.
In terms of product category, the share of 2-in-1s, albeit growing, remains in single-digit territory at 5.9 per cent. Nevertheless, the popularity of these devices continued to increase among consumers as well as enterprises, driving shipments up 44.4 per cent.
Chrystelle Labesque, research manager, IDC EMEA Personal Computing said that the fact there were no major product launches, the beginning of 2015 failed to stimulate stronger consumer demand.
“Growth opportunity, however, clearly continues to come from enterprises and professional segments. Vendors have significantly expanded their product portfolio with devices optimized for business usage. Demand for 2-in-1 devices is gathering momentum driven by improved hardware offers as well as adjusted price points that are attracting private users as well as professionals,” she said,
Marta Fiorentini, senior research analyst, IDC EMEA Personal Computing claimed that tablet usage for professional purposes was a reality.
“Deployment is no longer limited to a few early adopting countries or businesses. Adoption is far from being mainstream but we now see companies of all sizes choosing tablets and 2-in-1s to support their normal business activities.
The UK, France, Germany, and Northern Europe countries remain at the forefront of this trend as tablet adoption has become part of mobility and digital strategies in the private as much as public sector.
Windows 10 is likely to resolve most of the infrastructure legacy and integration problems that have so far hindered tablet and 2-in-1 adoption in some existing enterprises. The growth of the commercial segment is therefore expected to continue in the coming quarters, supporting overall market volumes in 2015 and beyond.”
Android devices account for the majority of the market thanks to the large number of vendors offering tablets running on this OS. The largest vendor, Samsung, under-performed the market in the consumer segment in the first quarter of 2015, but showed strong commercial results.
The rest of the market is represented by Windows devices, which posted strong double-digit growth for the third quarter in a row.
The war of words between Imagination and ARM is starting to become more colourful with the head of Imagination Technologies dubbing his rival a “big gorilla .”
Hossein Yassaie has accused ARM Holdings of exploiting its monopoly for chip designs that power the world’s electronic devices.
What is interesting is that both companies are British and both seem to be headed on a collision course.
Imagination moved into ARM’s heartland of producing central processing units (CPUs) for devices such as smartphones when it bought MIPS, of the United States, two years ago. It is better known for its PowerVR mobile graphics processors which are under the bonnet of the iPhones and MIPSembedded microprocessors.
But Hossein playing the monopoly card appears to be setting his company up as the little guy trying to take on a bigger rival.
Imagination Technologies announced the Warrior architecture in 2013 and was expected to push MIPS’ reach from embedded devices like routers and into smartphones and tablets. Nothing happened and Yassaie thinks it will take a big MIPS design win to get his outfit’s foot in the door.
He said that he had to keep such releases to himself because everytime Imagination makes an announcement ARM tends to focus on it.
Hossein has stated before that that ARM has managed to get where it is because it ran a monopoly but with MIPS it has that.
MIPS is getting traction, particularly from the likes of Google supporting 64-bit MIPS chips in Android L but it still has a long way to go.
ARM dominates the mobile SOC market, and Intel is fast becoming the second player in that market with its x86 designs like its Core M and Cherry Trail Atom. If anything Intel has more monopoly experience than ARM meaning that Imagination has to tackle an actual monopoly and someone who is used to establishing one.
What it will have to do is come up with a decent pricing strategy to kill off the rivals once and for all.
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.
It appears that MediaTek’s move to bring out an octa-core processor has disturbed the mighty Qualcomm.
When the MT6797 SoC came out, there was much mirth amongst MediaTek’s rivals but it turns out that Qualcomm has followed suit after all.
Qualcomm’s version is called the Snapdragon 818, which will probably be a deca-core CPU. Word on the street is that the chip will depend on four low-1.2GHz Cortex-A53 power cores, two middle-range 1.6GHz Cortex-A53 cores, plus four high-power cores of the 2.0GHz Cortex A72 type. It will supports LPDDR4 RAM and will run the Adreno 532 GPU.
This should mean that it can run LTE Cat-10 when that hits the shops. The chip will use 20nm process technology.
If the rumors are correct then it means that the 818 SoC will be slower than MedaTek’s new chip.
Qualcomm is yet to confirm the existence of this piece of silicone, so it is all just rumors. However if it is true, it does mean that MedaTek’s effort was a lot more important than many of its rivals admitted.
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.
Instant Articles will let stories load more than 10 times faster than standard mobile web articles and will include content from publishers such as the New York Times, BuzzFeed and National Geographic, Facebook said in a blog post on its website.
“Instant Articles lets them deliver fast, interactive articles while maintaining control of their content and business models,” said Facebook Chief Product Officer Chris Cox.
The news publishers can either sell and embed advertisements in the articles and keep all of the revenue, or allow Facebook to sell ads.
The Internet social networking company will also let the news companies track data and traffic through comScore and other analytics tools.
The other launch partners for Instant Articles are NBC, The Atlantic, The Guardian, BBC News, Spiegel and Bild, Facebook said.
The Trek HD tablet will be available from the company as of Tuesday for as low as $49.99 with a two-year mobile contract. Buyers can also choose to pay a total sum of $200 over 20 months.
AT&T already offers a host of tablets from companies including Apple, Samsung, LG, Asus and others. The Trek HD would be its cheapest model outside of the refurbished LG G Pad 7.0, refurbished Samsung Galaxy Tab 4 and new Asus MemoPad 7 tablets, which are offered for free as part of its mobile contract plans.
The Trek HD, which has an 8-in. screen and Android 5.0, code-named Lollipop. The tablet offers eight hours of battery life.
AT&T considers it to be an entry-level tablet. The device runs on a Qualcomm Snapdragon 400 processor, which also has an integrated LTE modem. Other features include 16GB of storage, a micro-SD slot, a 5-megapixel rear camera and a 2-megapixel front camera.
A range of fixed, cable and mobile operators have started or are planning upgrades to 802.11ac, the fastest Wi-Fi technology yet, according to market research company IHS. By this time next year, a noticeable number of hotspots will use it, said research director Richard Webb, who is conducting a survey to pinpoint operator plans.
Overall operator spending on Wi-Fi networks in 2015 is expected to increase by 88 percent year-on-year.
Networks based on 802.11ac are faster because of features such as MIMO (multiple-input multiple-output) and beamforming. MIMO uses multiple antennas at the same time to increase data speeds, while beamforming aims the signal at the user to improve performance.
British Telecom and Boingo Wireless have already started to upgrade. There is a drive toward 802.11ac as public venues upgrade and get more serious about the role of Wi-Fi in their networks, according to Boingo. It has upgraded hotspots at airports, while BT has focused on hotels. For example, London hotels Every Piccadilly and Amba Charing Cross offer expected speeds of 196Mbps and 175Mbps using BT technology, according to Hotelwifitest.com.
The actual speeds that users get depend on a number of factors, including distance to the access point, the number of users on the network, and the number of antennas in their smartphone, tablet or laptop.
However, the upgrade to 802.11ac isn’t just about higher speeds.
The so-called Wave 2 of the technology adds a feature called multiuser-MIMO, which will help remove bottlenecks by allowing networks to transmit data to many users simultaneously instead of just one at a time. Public hotspots have the most to gain from using MU-MIMO, because they handle more users than home networks and a majority of enterprise WLANs. However, for MU-MIMO to work, networks as well as clients have to be upgraded.
Ruckus Wireless is seeing growing interest for 802.11ac. It was, along with Cisco Systems and Huawei Technologies, one of the biggest vendors of carrier Wi-Fi equipment last year, according to IHS. Some mobile operators and cable operators have already certified its newer equipment for deployment, while others are still in the process of doing that, Ruckus said.