Subject: General Tech, Processors, Mobile | November 19, 2014 - 07:36 PM | Scott Michaud
Tagged: x86, restructure, mobile, Intel
Last month, Josh wrote about Intel's Q3 earnings report. The company brought in $14.55 billion USD, of which they could keep $3.31 billion. Their PC group is responsible for $9 billion of that revenue and $4.12 billion of that profit, according to the Wall Street Journal. On the other hand, their mobile division is responsible for about $1 million – and it took over a billion to get that million. This has been the trend for quite some time now, as Intel pushes their square battering ram into the mobile and tablet round hole. Of course, these efforts could benefit the company as a whole, but they cannot show that in a quarterly, per-division report.
And so we hear rumors that Intel intends to combine their mobile and PC divisions, which Chuck Mulloy, an Intel spokesperson, later confirmed in the same article. The new division, allegedly called the “Client Computing” group in an internal email that was leaked to the Wall Street Journal, will handle the processors for mobile devices but, apparently, not the wireless modem chipsets; those will allegedly be moved to a “wireless platform research and development organization”.
At face value, this move should allow Intel to push for mobile even more aggressively, while simultaneously reducing the pressure from investors to give up and settle for x86 PCs. Despite some differences, this echos a recent reorganization by AMD, where they paired-up divisions that were doing well with divisions that were struggling to make a few average divisions that were each treading water, at least on paper.
The reorganization is expected to complete by the end of Q1 2015, but that might not be a firm deadline.
Subject: General Tech | September 19, 2014 - 02:08 AM | Scott Michaud
Tagged: asm.js, simd, sse, avx, neon, arm, Intel, x86
Over at Microsoft's Modern.IE status page, many features are listed as being developed or considered. This includes support for Mozilla-developed ASM.js and, expected to be included in ECMAScript 7th edition, SIMD instructions. This is the one that I wanted to touch on most. SIMD, which is implemented as SSE, AVX, NEON, and other instruction sets, to perform many tasks in few, actual instructions. For browsers which support this, it could allow for significant speed-ups in vector-based tasks, such as manipulating colors, vertexes, and other data structures. Emscripten is in the process of integrating SIMD support and the technology is designed to support Web Workers, allowing SIMD-aware C and C++ code to be compiled into SIMD.JS and scale to multiple cores, if available, and they probably are these days.
In short, it will be possible to store and process colors, positions, forces, and other data structures as packed, 32-bit 4-vectors, rather than arbitrary objects with properties that must be manipulated individually. It increases computation throughput for significantly large datasets. This should make game developers happy, in particular.
Apparently, some level of support has been in Firefox Nightly for the last several versions. No about:config manipulation required, just call the appropriate function on window's SIMD subobject. Internet Explorer is considering it and Chromium is currently reviewing Intel's contribution.
Subject: General Tech, Processors, Mobile | September 9, 2014 - 08:38 PM | Scott Michaud
Tagged: x86, VIA, centaur technologies
In early July, we reported on VIA's Centaur Technology division getting a new website. At the time, we anticipated that it would coincide with an announcement about Isaiah II, their rumored to be upcoming x86-based SoC (maybe even compatible with ARM, too).
Fifty-one days later, on August 31st, 2014, we came back at quarter-to-four EDT and let the website run its course, refreshing occasionally. 4 PM hit and... the counter stayed at 0 days, 0 hours, 0 minutes, and 0 seconds. Okay, I said. For about an hour, I refreshed occasionally because things could have happened on Labour Day weekend. I, then, came back late in the evening, and the day after. I next thought about it the week after, at which point the website was updated... with a timer that expires on September 30th, 2014.
So by the end of the month, we may find out what Centaur is trying to announce. I am a little less confident in the breadth of the announcement, given that the company waited for the timer to lapse before correcting their mistake. I would expect that if their big announcement, like a new SoC, were to hold up the launch, the company would have known ahead of time. At the moment, it sounds like a typical website redesign which got delayed.
I will hopefully be pleasantly surprised come the end of the month.
Subject: General Tech, Systems, Mobile | September 6, 2014 - 06:03 PM | Scott Michaud
Tagged: toshiba, tablet, cheap tablet, cheap computer, x86, Windows 8.1
While you should only get a cheap PC if you have a need for one, Toshiba is selling a $120 tablet with Windows 8.1 and a quadcore, Intel Atom processor. It also includes a single year of Office 365 Personal, which contains Word, Excel, Powerpoint, OneNote, Outlook, Publisher, Access, an 1TB of OneDrive storage (normally $69 or twelve installments of $7/mo).
While RAM has not been announced, it contains 16GB of storage, expandable with a microSDXC card of up to 128 GB. It is based on a 7-inch, 1024x600 multi-touch display. Of course, 16GB of internal storage is about as low as you can have Windows 8.1 be installed within. In fact, it is the minimum requirements for 32-bit (64-bit requires 20 GB). You will not be fitting too many applications on your main drive.
The tablet also has a front-facing webcam and a back-facing 2 megapixel camera for photos and video.
The Toshiba Encore Mini is available now for an MSRP of $119.99.
Subject: General Tech, Processors, Mobile | July 11, 2014 - 04:58 PM | Scott Michaud
Tagged: x86, VIA, isaiah II, Intel, centaur, arm, amd
There might be a third, x86-compatible processor manufacturer who is looking at the mobile market. Intel has been trying to make headway, including the direct development of Android for the x86 architecture. The company also has a few design wins, mostly with Windows 8.1-based tablets but also the occasional Android-based models. Google is rumored to be preparing the "Nexus 8" tablet with one of Intel's Moorefield SoCs. AMD, the second-largest x86 processor manufacturer, is aiming their Mullins platform at tablets and two-in-ones, but cannot afford to play snowplow, at least not like Intel.
VIA, through their Centaur Technology division, is expected to announce their own x86-based SoC, too. Called Isaiah II, it is rumored to be a quad core, 64-bit processor with a maximum clock rate of 2.0 GHz. Its GPU is currently unknown. VIA sold their stake S3 Graphics to HTC back in 2011, who then became majority shareholder over the GPU company. That said, HTC and VIA are very close companies. The chairwoman of HTC is the founder of VIA Technologies. The current President and CEO of VIA, who has been in that position since 1992, is her husband. I expect that the GPU architecture will be provided by S3, or will somehow be based on their technology. I could be wrong. Both companies will obviously do what they think is best.
It would make sense, though, especially if it benefits HTC with cheap but effective SoCs for Android and "full" Windows (not Windows RT) devices.
Or this announcement could be larger than it would appear. Three years ago, VIA filed for a patent which described a processor that can read both x86 and ARM machine language and translate it into its own, internal microinstructions. The Centaur Isaiah II could reasonably be based on that technology. If so, this processor would be able to support either version of Android. Or, after Intel built up the Android x86 code base, maybe they shelved that initiative (or just got that patent for legal reasons).
But what about Intel? Honestly, I see this being a benefit for the behemoth. Extra x86-based vendors will probably grow the overall market share, compared to ARM, by helping with software support. Even if it is compatible with both ARM and x86, what Intel needs right now is software. They can only write so much of it themselves. It is possible that VIA, being the original netbook processor, could disrupt the PC market with both x86 and ARM compatibility, but I doubt it.
Centaur Technology, the relevant division of VIA, will make their announcement in less than 51 days.
Subject: General Tech, Mobile, Shows and Expos | June 15, 2014 - 01:51 AM | Scott Michaud
Tagged: x86, SteamOS, Steam Machine, Steam Controller, steam, mobile, handheld, E3 14, E3
To be doubly clear, if the title was not explicit enough, this announcement is not made by Valve. This company is called, "SteamBoy Machine team". If not a hoax, this is one of the many Steam Machines which are expected to come out of the SteamOS initiative. Rather than taking the platform to a desktop or home theater PC (HTPC) form-factor, this company wants to target the handheld PC gaming market.
If it comes out, that is a clever use of SteamOS. I can see Big Picture Mode being just as useful on a small screen as it is on a TV, especially with its large font and controller navigation. The teasers suggest that it will use the haptic feedback-based touchpads which Valve are expected to base the Steam Controller on. It will also include a 5-inch touchscreen.
The Escapist got into contact with the team and received a few more specs:
- Quad-Core CPU (x86)
- 4GB RAM
- 32GB built-in storage
Even if this company does not make good on their expectations, companies will now be considering portable SteamOS devices. This is the sort of outside-the-box thinking that Valve was pushing for when they wanted to create an open platform. Each party will struggle to win in their personal goals, yet they can also rely on the crowd (other companies or individuals) to keep up in areas where they do not want an edge.
Philosophy aside, the company is targeting 2015 with a "Standard Edition" supporting WiFi and 3G. It would make sense to have a WiFi-only model, but who knows.
Subject: Editorial, General Tech, Graphics Cards, Processors, Chipsets | June 13, 2014 - 06:45 PM | Scott Michaud
Tagged: x86, restructure, gpu, arm, APU, amd
According to VR-Zone, AMD has reworked their business, last Thursday, sorting each of their projects into two divisions and moving some executives around. The company is now segmented into the "Enterprise, Embedded, and Semi-Custom Business Group", and the "Computing and Graphics Business Group". The company used to be divided between "Computing Solutions", which handled CPUs, APUs, chipsets, and so forth, "Graphics and Visual Solutions", which is best known for GPUs but also contains console royalties, and "All Other", which was... everything else.
Lisa Su, former general manger of global business, has moved up to Chief Operating Officer (COO), along with other changes.
This restructure makes sense for a couple of reasons. First, it pairs some unprofitable ventures with other, highly profitable ones. AMD's graphics division has been steadily adding profitability to the company while its CPU division has been mostly losing money. Secondly, "All Other" is about a nebulous as a name can get. Instead of having three unbalanced divisions, one of which makes no sense to someone glancing at AMD's quarterly earnings reports, they should now have two, roughly equal segments.
At the very least, it should look better to an uninformed investor. Someone who does not know the company might look at the sheet and assume that, if AMD divested from everything except graphics, that the company would be profitable. If, you know, they did not know that console contracts came into their graphics division because their compute division had x86 APUs, and so forth. This setup is now more aligned to customers, not products.
Subject: General Tech, Systems | January 25, 2014 - 07:42 PM | Scott Michaud
Tagged: Lenovo, IBM, x86, servers
Lenovo will take (or purchase) the x86 torch away from IBM in the high-end server and mainframe market, too. The deal is worth $2.3 billion of which $2 billion will be cash, the remains will be paid to IBM in stock. IBM walked away from talks with Lenovo last year in a deal that was believed to be similar to this one.
Lenovo, famously, took over IBM's PC business in 2005.
... which is increasingly not IBM.
x86-based servers have been profitable, even for IBM. This is yet another example of a large company with a desire to increase their margins at the expense of overall profits. This is similar to the situation with HP when they considered getting out of consumer devices. Laptops and desktops were still profitable but not as much as, say, an ink cartridge. Sometimes leaving money on the table tells a better story and that is okay. Someone will take it.
Lenovo will also become an authorized reseller of IBM cloud computing and storage solutions (plus some of their software). IBM will continue to operate their server and mainframe businesses based on their own architectures (such as Power and Z/Architecture).
Approximately 7,500 of IBM's current employees will be hired by Lenovo as a part of this agreement. Unfortunately, I do not know how many current employees are affected. 7,500 could be the vast majority of that workforce or only a small fraction of it. Hopefully this deal will not mean too many layoffs, if any at all.
Subject: General Tech, Processors, Mobile | January 21, 2014 - 04:14 AM | Scott Michaud
Tagged: x86, Intel, Android, 64-bit
Given how long it took Intel to release a good 64-bit architecture, dragged ear-first by AMD, it does seem a little odd for them to lead the tablet charge. ARM developers are still focusing on 32-bit architectures and current Windows 8.1 tablets tend to stick with 32-bit because of Connected Standby bugs. Both of these should be cleared up soon.
Also, 64-bit Android tablets should be available this spring based on Bay Trail.
According to Peter Bright of Ars Technica, Android will be first to 64-bit on its x86 build while the ARM variant hovers at 32-bit for a little while longer. It would not surprise me if Intel's software engineers contributed heavily to this development (which is a good thing). I expect NVIDIA to do the same, if necessary, to ensure that Project Denver will launch successfully later this year.
The most interesting part about this is how the PC industry, a symbol of corporate survival of the fittest, typically stomps on siloed competitors but is now facing the ARM industry built on a similar Darwin-based logic. Both embrace openness apart from a few patented instruction sets. Who will win? Well, probably Web Standards, but that is neither here nor there.
Subject: General Tech | July 19, 2013 - 05:23 PM | Tim Verry
Tagged: amd, financial results, graphics and visual solutions, x86
AMD recently released its financial results for the second quarter of 2013. AMD had a decent quarter that demonstrated the positive effects of its ongoing restructuring efforts, but the company is, unfortunately, still operating at a loss.
In Q2 2013, AMD reported revenue of $1.16 billion, a 40% gross margin, operating loss of $29 million, and a net loss of $74 million. It experienced loss per share of $0.10. Total revenue has increased 7% versus last quarter, but is still down 18% YoY (Year over Year).
Within AMD, there are two major groups that bring in revenue: the Computing Solutions group and the recently-renamed Graphics and Visual Solutions group.
The Computing Solutions group is responsible for processors while the Graphics and Visual Solutions group is responsible for all of AMD’s graphics technologies, including GPUs.
The Computing Solutions groups experienced a 12% increase in revenue versus last quarter, and a 20% decrease in revenue versus the same time last year. According to AMD, the increase in revenue is primarily due to “significantly higher” notebook shipments and an increased number of desktop and server shipments. Further, the YoY decrease is the result of lower overall unit shipments and lower processor Average Selling Prices (ASP).
While the processor division is doing better, the Graphics and Visual Solutions group saw revenue decreases versus last quarter and last year. Specifically, revenue fell 5% QoQ and fell 13% YoY. AMD reasons that the Average Selling Price of its GPUs has increased YoY while also falling versus last quarter.
During Q2 2013 (and 2013 in general), AMD announced design wins for all the major gaming consoles and Apple’s upcoming Mac Pro desktop with dual FirePro cards, released a slew of new A-Series and embedded G-Series APUs, unleashed its 5.0GHz FX-9590 Piledriver-based CPU, and launched low power Opteron X processors. AMD's performance in Q2 was the result of its continued focus on restructuring as well as "opportunities in high growth and traditioanl PC businesses" according to CEO Rory Read.
According to the company, its outlook for next quarter is a revenue increase of 22% (+/- 3%), or approximately $1.42 billion.