Subject: Editorial | July 17, 2013 - 09:34 PM | Josh Walrath
Tagged: silvermont, quarterly results, money, Lenovo, k900, Intel, atom, 22 nm tri-gate, 14 nm
Intel announced their Q2 results for this year, and it did not quite meet expectations. When I say expectations, I usually mean “make absolutely obscene amounts of money”. It seems that Intel was just shy of estimates and margins were only slightly lower than expected. That being said, Intel reported revenue of $12.8 billion US and a net income of $2 billion US. Not… too… shabby.
Analysts were of course expecting higher, but it seems as though the PC slowdown is in fact having a material effect on the market. Intel earlier this quarter cut estimates, so this was not exactly a surprise. Margins came in around 58.3%, but these are expected to recover going into Q3. Intel is certainly still in a strong position as millions of PCs are being shipped every quarter and they are the dominant CPU maker in its market.
Intel has been trying to get into the mobile market as it still exhibits strong growth not only now, but over the next several years as things become more and more connected. Intel had ignored this market for some time, much to their dismay. Their Atom based chips were slow to improve and typically used a last generation process node for cost savings. In the face of a strong ARM based portfolio of products from companies like Qualcomm, Samsung, and Rockchip, the Intel Atom was simply not an effective solution until the latest batch of chips were available from Intel. Products like the Atom Z2580, which powers the Lenovo K900 phone, were late to market as compared to other 28 nm products such as the Snapdragon series from Qualcomm.
Intel expects the next generation of Atom being built on its 22 nm Tri-Gate process, Silvermont, to be much more competitive with the latest generation offerings from its ARM based competitors. Unfortunately for Intel, we do not expect to see Silvermont based products until later in Q3 with availability in late Q4 or Q1 2014. Intel needs to move chips, but this will be a very different market than what they are used to. These SOCs have decent margins, but they are nowhere near what Intel can do with their traditional notebook, desktop, and server CPUs.
To help cut costs going forward, it seems as though Intel will be pulling back on its plans for 14 nm production. Expenditures and floor space/equipment for 14 nm will be cut back as compared to what previous plans had held. Intel still is hoping to start 14 nm production at the end of this year with the first commercial products to hit at the end of 2014. There are questions as to how viable 14 nm is as a fully ramped process in 2014. Eventually 14 nm will work as advertised, but it appears as though the kinks were much more complex than anticipated given how quickly Intel ramped 22 nm.
Intel has plenty of money, a dominant position in the x86 world, and a world class process technology on which to base future products on. I would say that they are still in very, very good shape. The market is ever changing and Intel is still fairly nimble given their size. They also recognize (albeit sometimes a bit later than expected) shifts in the marketplace and they invariably craft a plan of attack which addresses their shortcomings. While Intel revenue seems to have peaked last year, they are addressing new markets aggressively as well as holding onto their dominant position in notebooks, desktops, and server markets. Intel is expecting Q3 to be up, but overall sales throughout 2013 to be flat as compared to 2012. Have I mentioned they still cleared $2 billion in a down quarter?
Subject: General Tech | July 14, 2013 - 03:02 PM | Tim Verry
Tagged: Lenovo, IDC, hp, desktop market share
Earlier this week Gartner reported that global PC shipments in the second quarter of this year had fallen 10.9% YoY. In line with Gartner’s statistics, market research firm IDC (International Data Corp) has also released Q2 2013 results on global PC shipments. The interesting takeaway from the IDC report is the market share numbers, however. The IDC report shows that Lenovo has overtaken HP as the number one PC OEM with the highest market share.
According to IDC, global PC shipments fell 11.4% to 75.632 million units versus the same time last year. Despite taking first place, Lenovo still managed to shrink 1.4% YoY due to a 10% decrease in shipments to the Asia/Pacific market (excluding Japan) which makes up about 50% of Lenovo’s market. It still managed to outperform market forecasts by only seeing a slight decrease from 12,802,000 PC shipments in Q2 2012 to 12,619,000 in Q3 2013.
Because Lenovo’s shipments only decreased 1.4%, it managed to snag 1st place from HP which shrank 7.7% YoY. Lenovo now holds 16.7% of global PC market share versus 15% market share at the same time last year. Comparatively, HP went from 15.7% in Q2 2012 to 16.4% in Q2 2013. ASUS and Acer actually lost market share and saw decreased global PC shipments of 21.1% and 32.6% respectively.
In short, Lenovo lost the least amount of shipments in an overall declining market, so it managed to edge out HP and the other major OEMs for top spot. Although it still had a net loss (in number of shipments / growth), it performed quite well this quarter.
More information can be found here.
What do you think about Lenovo earning the most market share for global PC shipments?
A 27-in Table PC
While foraging through the land that is Las Vegas during the 2013 Consumer Electronic Show, we ran into Lenovo and they showed us a unique PC design they were calling the "Table PC". The Lenovo IdeaCentre Horizon is a 27-in All-in-One design that is finally available in the market and brings some very interesting design decisions and use cases.
At its heart, the IdeaCentre Horizon is a 27-in 1920x1080 display with an AIO PC design that includes some pretty standard Intel-based Ultrabook-style hardware. That includes an Intel Core i5-3337U dual-core processor, a discrete NVIDIA GeForce GTX GT620M graphics processor, a 1TB 5400 RPM HDD and 8GB of DDR3-1600 memory.
But this computer is much more important than simply the hardware it is built around. Built to switch between a standard AIO configuration but allows for a fold-down, multi-user interface with custom software for interaction, the Horizon attempts to bring life to low-cost computers built for more than one user at a time.
From a physical perspective, the IdeaCentre Horizon has the normal and expected design cues. There is an HD webcam up top for Skype calls, touch-based buttons for volume and brightness, indicator lights for drive usage, power states, etc.
The 1920x1080 10-point touch screen on the Horizon was nice, but not great. For a 27-in display that you are going to be interfacing with very closely, the pixel density is definitely lower than our 1080p 21-in touch screen AIO floating around the office. There were some minor glare issues as well, even with the Lenovo "anti-glare coating" while using the Horizon in the fully laid down, flat position.
Subject: General Tech, Systems, Mobile | July 9, 2013 - 06:40 AM | Tim Verry
Tagged: laptop, Lenovo, Thinkpad, haswell, Intel, windows 8
A new ultrathin laptop for business users has appeared on Lenovo’s website. Called the Lenovo ThinkPad T440S, it is an Intel 4th Generation Core "Haswell"-powered machine running Windows 8.
The ThinkPad T440S features a magnesium and carbon fiber chassis that is 21mm thick. It has a full size, spill resistant, keyboard with multimedia function keys, a TrackPoint, and a multi-touch trackpad. The T440S has a 14” display with optional multi-touch and a resolution of 1920 x 1080.
This laptop will start at 3.5 pounds. It can be configured with two 3-cell batteries with one internal and one removable battery. In this configuration, users can swap out the removable battery for a spare without powering down the system (a technology Lenovo calls Power Bridge). Other features include a 720p webcam with dual noise canceling mics.
IO includes three USB 3.0 ports, one Mini DisplayPort and one VGA video output, and a SD card reader. The T440S also comes equipped with an NFC radio.
Unfortunately, additional specifications and pricing data is not yet listed on the Lenovo site. If you are a business user in need of a thin and light laptop, keep a lookout on this product page for more information as the laptop gets closer to release.
Introduction and Design
As headlines mount championing the supposed shift toward tablets for the average consumer, PC manufacturers continue to devise clever hybrid solutions to try and lure those who are on the fence toward more traditional machines. Along with last year’s IdeaPad Yoga 13 and ThinkPad Twist, Lenovo shortly thereafter launched the smallest of the bunch, an 11.6” convertible tablet PC with a 5-point touch 720p IPS display.
Unlike its newer, more powerful counterpart, the Yoga 11S, it runs Windows RT and features an NVIDIA Tegra 3 Quad-Core system on a chip (SoC). There are pros and cons to this configuration in contrast to the 11S. For starters, the lower-voltage, fanless design of the 11 guarantees superior battery life (something which we’ll cover in detail in just a bit). It’s also consequently (slightly) smaller and lighter than the 11S, which gains a hair on height and weighs around a quarter pound more. But, as you’re probably aware, Windows RT also doesn’t qualify as a fully-functional version of Windows—and, in fact, the Yoga 11’s versatility is constrained by the relatively meager selection of apps available on the Windows Store. The other obvious difference is architecture and chipset, where the Yoga 11’s phone- and tablet-grade ARM-based NVIDIA Tegra 3 is replaced on the 11S by Intel Core Ivy Bridge ULV processors.
But let’s forget about that for a moment. What it all boils down to is that these two machines, while similar in terms of design, are different enough (both in terms of specs and price) to warrant a choice between them based on your intended use. The IdeaPad Yoga 11 configuration we reviewed can currently be found for around $570 at retailers such as Amazon and Newegg. In terms of its innards:
If it looks an awful lot like the specs of your latest smartphone, that’s probably because it is. The Yoga 11 banks on the fact that such ARM-based SoCs have become powerful enough to run a modern personal computer comfortably—and by combining the strengths of an efficient, low-power chipset with the body of a notebook, it reaps benefits from both categories. Of course, there are trade-offs involved, starting with the 2 GB memory ceiling of the chipset and extending to the aforementioned limitations of Windows RT. So the ultimate question is, once those trade-offs are considered, is the Yoga 11 still worth the investment?
Subject: General Tech | June 23, 2013 - 12:08 PM | Tim Verry
Tagged: windows 8, ultrabook, u430 touch, u330 touch, sshd, Lenovo, haswell
Lenovo recently unveiled a n umber of new laptops and tablets running Microsoft's latest touch-friendly operating system. New devices include the Lenovo Mix convertible tablet, three new S-series laptops, and two new U-series ultrabooks.
The Lenovo Mix is the company's latest convertible. Primarily a tablet, the 10.1" device comes with a detachable AccuType keyboard case. It weighs 1.2 pounds and is a mere 0.4" thick.
Boasting a 10 hour battery life, the Lenovo Mix features a dual core Intel Atom processor, 64GB internal flash storage, microSD card support, and Bluetooth 4.0, Wi-Fi, and (optional) 3G+GPS radios. The main attraction is a 10.1" IPS display with a resolution of 1366x768.
The Lenovo Mix will be available later this summer with a starting price of $500.
Lenovo S210, S400, and S500
In addition to the convertible tablet, Lenovo is also releasing three new S-series laptops. These new Windows 8 machines start at 3 pounds and 0.8" thick. They all feature a "tactile metallic finish," Dolby Advanced Audio v2 certification, and pre-installed Lenovo software such as Lenovo Companion, Lenovo Support, Lenovo Cloud.
The Lenovo S210 is a 11.6" laptop that supports Intel's Ivy Bridge Core i3 processors. Moving up from there, the Lenovo S400 is a 14" laptop and the S500 is a 15.6" laptop. Both the S400 and S500 support Intel Ivy Bridge Core i5 processors and discrete NVIDIA graphics.
All three Lenovo S-series laptops will be available for purchase later this summer. The laptops have a starting price of $429 for the S210, $499 for the S400, and $579 for the S500.
Lenovo U330 Touch and U430 Touch
Lenovo is also releasing two new ultrabook-class ultra-portable laptops. The Lenovo U330 is a 13.3" machine and the Lenovo U430 is a 14" thin-and-light. The laptops use a metal chassis, start at 3.7 pounds and 0.74" thick. Users will be able to interact with the ultrabook using voice or motion controls as well as the multi-touch touchpad and 10-point capacitive multi-touch display.
The Lenovo U330 is a 13.3" ultrabook that measures 12.7" x 8.8" x 0.74" and weighs 3.7 pounds. Display options include 1366 x 768 and 1920 x 1080 displays. Lenovo is providing the option of a 10-point multi-touch add-on for the display. Hardware specifications include an Intel Core i3-4010U or a Core i5-4200U CPU, up to 8GB of RAM, and a 42 Whr battery. Storage options include a 500GB or 1TB hard drive paired with 16GB of flash storage as cache, or a single 256GB SSD.
The Lenovo U330 Touch will be available in orange or gray later this summer with a starting MSRP of $799.
Meanwhile, the Lenovo U430 Touch is a larger machine that measures 13.2" x 9.2" x 0.81" and weighs 4.2 pounds. This machine comes with a 14" 1600 x 900 or 1920 x 1080p display with 10-point multi-touch panel option. The ultrabook is powered by Intel's Fourth Generation Intel Core i3, i5, or i7 processors, optional NVIDIA discrete graphics, up to 8GB of RAM, and a 52 Whr battery. Storage options include a 1TB or 500GB SSHD with 16GB cache or a single 256GB SSD.
IO options on the laptop include HDMI video outputs, USB 3.0 ports, and a SD card reader.
The U430 Touch will be available later this summer with a starting price of $899.
All this new hardware is a lot to take in, but overall the specifications look good.
Subject: Processors, Mobile | June 6, 2013 - 04:01 PM | Ryan Shrout
Tagged: computex, computex 2013, Intel, haswell, Ivy Bridge, k900, Lenovo, baytrail, silvermont, ultrabook, acer, aspire s7
Intel had a host of new technologies to show off at Computex this year, starting of course with the Haswell processor launch. Hopefully you have read our review of the Core i7-4770K LGA1150 CPU already but thanks to some video sent our way, we have other interesting bits to share.
Below you will see Intel demonstrating four new products. First is the Acer Aspire S7 using a Haswell dual-core platform playing back 4K content. Next up is an Ivy Bridge tablet that is running completely fanless (passive) thus generating no noise at all while still offering impressive CPU and graphics performance. Intel then pulls a Lenovo K900 Android smartphone out of its pocket powered by the Clovertrail+ enabled Atom Z2580 SoC. Finally, we get a sneak peak at the next-generation of SoC designs with a look at a Silvermont-based Baytrail tablet running at 2560x1440.
Subject: General Tech | May 23, 2013 - 01:00 PM | Ken Addison
Tagged: z87, Y500, xbox one, xbox, video, Temash, Richland, podcast, pcper, msi, Lenovo, Kaveri, Kabini, Jaguar, Intel, hgst, gtx 650m, Giagbyte, ECS, asus, APU, amd
PC Perspective Podcast #252 - 05/23/2013
Join us this week as we discuss Z87 Motherboards, Xbox One, Lenovo Y500 Gaming notebook and more!
The URL for the podcast is: http://pcper.com/podcast - Share with your friends!
- iTunes - Subscribe to the podcast directly through the Store
- RSS - Subscribe through your regular RSS reader
- MP3 - Direct download link to the MP3 file
Hosts: Ryan Shrout, Josh Walrath, Allyn Malventano, and Morry Teitelman
Program length: 1:17:01
Week in Review:
News items of interest:
1:04:30 Hardware/Software Picks of the Week:
1-888-38-PCPER or firstname.lastname@example.org
Introduction and Design
While Lenovo hasn’t historically been known for its gaming PCs, it’s poised to make quite a splash with the latest entry in its IdeaPad line. Owing little to the company’s business-oriented roots, the Y500 aims to be all power—moreso than any other laptop from the manufacturer to date—tactfully squeezed into a price tag that would normally be unattainable given the promised performance. But can it succeed?
Our Y500 review unit can be had for $1,249 at Newegg and other retailers, or for as low as $1,180 at Best Buy. Lenovo also sells customizable models, though the price is generally higher. Here’s the full list of specifications:
The configurations offered by Lenovo range in price fairly widely, from as low as $849 for a model sporting 8 GB of RAM with a single GT 650M with 2 GB GDDR5. The best value is certainly this configuration that we received, however.
What’s so special about it? Well, apart from the obvious (powerful quad-core CPU and 16 GB RAM), this laptop actually includes two NVIDIA GeForce GT 650M GPUs (both with 2 GB GDDR5) configured in SLI. Seeing as it’s just a 15.6-inch model, how does it manage to do that? By way of a clever compromise: the exchange of the usual optical drive for an Ultrabay, something normally only seen in Lenovo’s ThinkPad line of laptops. So I guess the Y500 does owe a little bit of its success to its business-grade brethren after all.
In our review unit (and in the particular configuration noted above), this Ultrabay comes prepopulated with the second GT 650M, equipped with its own heatsink/fan and all. The addition of this GPU effectively launches the Y500 into high-end gaming laptop territory—at least on the spec sheet. Other options for the Ultrabay also exist (sold separately), including a DVD burner and a second hard drive. The bay is easily removable via a switch on the back of the PC (see below).
Subject: Systems | May 6, 2013 - 04:06 PM | Jeremy Hellstrom
Tagged: Lenovo, IdeaCentre B540, win8, all in one
Lenovo's IdeaCentre B540 is an all in one PC, built into a 23" 1080p touchscreen that should make using Win8 a little more user friendly. The specs are not up to gaming, the Core i3-3220 @ 3.3GHz only has Intel HD2500 graphics but with 6GB of RAM and a 1TB HDD it should serve well as a light workstation or home PC. TechReviewSource does mention a higher end model containing a Core i5 CPU and a discrete Nvidia GPU but with the heat constraints of this type of form factor you are still going to have troubles playing the newest FPSes. Check out their preview here.
"The stylish design of the Lenovo IdeaCentre B540 is one that catches our eye in tandem with its budget price tag. The 23-inch 1080p touch screen works well with Windows 8 and looks great for multimedia viewing. Performance is good, especially for the price, but it does make a slight compromise with a Core i3 CPU."
Here are some more Systems articles from around the web:
- The Tech Report's April 2013 System Guide
- Dell XPS 18 Review @ TechReviewSource
- Dell XPS One 27 Review: affordable large screen all-in-one @ Hardware.info
- Acer Aspire A5600U-UB13 Review @ TechReviewSource
- Gateway DX4870-UB17 Review @ TechReviewSource
- BUYPOWER Revolt SFF Desktop Gaming PC @ Tweaktown
- Raspberry Pi Review @ Tech-Reviews.co.uk
- PC Specialist Vanquish X200 Gaming Rig @ eTeknix
Get notified when we go live!