Fighting for Relevance
AMD is still kicking. While the results of this past year have been forgettable, they have overcome some significant hurdles and look like they are improving their position in terms of cutting costs while extracting as much revenue as possible. There were plenty of ups and downs for this past quarter, but when compared to the rest of 2015 there were some solid steps forward here.
The company reported revenues of $958 million, which is down from $1.06 billion last quarter. The company also recorded a $103 million loss, but that is down significantly from the $197 million loss the quarter before. Q3 did have a $65 million write-down due to unsold inventory. Though the company made far less in revenues, they also shored up their losses. The company is still bleeding, but they still have plenty of cash on hand for the next several quarters to survive. When we talk about non-GAAP figures, AMD reports a $79 million loss for this past quarter.
For the entire year AMD recorded $3.99 billion in revenue with a net loss of $660 million. This is down from FY 2014 revenues of $5.51 billion and a net loss of $403 million. AMD certainly is trending downwards year over year, but they are hoping to reverse that come 2H 2016.
Graphics continues to be solid for AMD as they increased their sales from last quarter, but are down year on year. Holiday sales were brisk, but with only the high end Fury series being a new card during this season, the impact of that particular part was not as great as compared to the company having a new mid-range series like the newly introduced R9 380X. The second half of 2016 will see the introduction of the Polaris based GPUs for both mobile and desktop applications. Until then, AMD will continue to provide the current 28 nm lineup of GPUs to the market. At this point we are under the assumption that AMD and NVIDIA are looking at the same timeframe for introducing their next generation parts due to process technology advances. AMD already has working samples on Samsung’s/GLOBALFOUNDRIES 14nm LPP (low power plus) that they showed off at CES 2016.
Subject: General Tech | January 20, 2016 - 07:06 PM | Scott Michaud
Tagged: vulkan, ue4, nvidia, Intel, gdc 2016, GDC, epic games, DirectX 12, Codemasters, arm, amd
The 30th Game Developers Conference (GDC) will take place on March 14th through March 18th, with the expo itself starting on March 16th. The sessions have been published at some point, with DX12 and Vulkan prominently featured. While the technologies have not been adopted as quickly as advertised, the direction is definitely forward. In fact, NVIDIA, Khronos Group, and Valve have just finished hosting a developer day for Vulkan. It is coming.
One interesting session will be hosted by Codemasters and Intel, which discusses bringing the F1 2015 engine to DirectX 12. It will highlight a few features they implemented, such as voxel based raytracing using conservative rasterization, which overestimates the size of individual triangles so you don't get edge effects on pixels that are partially influenced by an edge that cuts through a tiny, but not negligible, portion of them. Sites like Game Debate (Update: Whoops, forgot the link) wonder if these features will be patched in to older titles, like F1 2015, or if they're just R&D for future games.
Another keynote will discuss bringing Vulkan to mobile through Unreal Engine 4. This one will be hosted by ARM and Epic Games. Mobile processors have quite a few cores, albeit ones that are slower at single-threaded tasks, and decent GPUs. Being able to keep them loaded will bring their gaming potential up closer to the GPU's theoretical performance, which has surpassed both the Xbox 360 and PlayStation 3, sometimes by a factor of 2 or more.
Many (most?) slide decks and video recordings are available for free after the fact, but we can't really know which ones ahead of time. It should be an interesting year, though.
Subject: Systems | January 13, 2016 - 02:36 PM | Jeremy Hellstrom
Tagged: arm, raspberry pi zero, jetson tk1, JetsonTX1
If you are curious how the various ARM powered boards currently on the market compare to each other then the gang over at Phoronix has a real treat for you. They have assembled a plethora of systems including the ODROID C1+, Raspberry Pi Zero, Raspberry Pi 2, Orange Pi Plus, Orange Pi PC, Banana Pi M2 as well as the Jetson TK1, and Jetson TX1 for comparison purposes. Most of the systems use a Cortex A7 though you will also see an A5 as well as an A57. The tests are varied as it can be difficult to determine what performance should be benchmarked on these systems although some like the OpenSSL test are obvious. Since part of the reason you would choose a low power ARM system is the price, they wrap up with a performance-per-dollar rating to help you choose the best valued system for what you need it to do.
"For those interested in small, low-power ARM single-board computers, up for your viewing pleasure today are benchmarks of several different boards from the Raspberry Pi Zero to the Banana Pi M2."
Here are some more Systems articles from around the web:
- MSI Nightblade MI2 GAMING PC @ techPowerUp
- With Skylake Out, It's Becoming Easier To Build A Cheap Haswell Xeon Linux System @ Phoronix
Subject: General Tech | January 6, 2016 - 04:31 AM | Ken Addison
Tagged: video, spec alpha, podcast, msi, GT72S Tobii, GS40 Phantom, gigabyte, corsair, CES 2016, CES, carbide, brix, arm, 400Q, 400C
CES 2016 Podcast Day 2 - 01/06/16
Join us for announcements from MSI, Gigabyte, Corsair, and more!
The URL for the podcast is: http://pcper.com/podcast - Share with your friends!
- iTunes - Subscribe to the podcast directly through the iTunes Store
- RSS - Subscribe through your regular RSS reader
- MP3 - Direct download link to the MP3 file
Hosts: Ryan Shrout, Josh Walrath, Ken Addison and Sebastian Peak
Program length: 1:02:45
Looking Towards 2016
ARM invited us to a short conversation with them on the prospects of 2016. The initial answer as to how they feel the upcoming year will pan out is, “Interesting”. We covered a variety of topics ranging from VR to process technology. ARM is not announcing any new products at this time, but throughout this year they will continue to push their latest Mali graphics products as well as the Cortex A72.
Trends to Watch in 2016
The one overriding trend that we will see is that of “good phones at every price point”. ARM’s IP scales from very low to very high end mobile SOCs and their partners are taking advantage of the length and breadth of these technologies. High end phones based on custom cores (Apple, Qualcomm) will compete against those licensing the Cortex A72 and A57 parts for their phones. Lower end options that are less expensive and pull less power (which then requires less battery) will flesh out the midrange and budget parts. Unlike several years ago, the products from top to bottom are eminently usable and relatively powerful products.
Camera improvements will also take center stage for many products and continue to be a selling point and an area of differentiation for competitors. Improved sensors and software will obviously be the areas where the ARM partners will focus on, but ARM is putting some work into this area as well. Post processing requires quite a bit of power to do quickly and effectively. ARM is helping here to leverage the Neon SIMD engine and leveraging the power of the Mali GPU.
4K video is becoming more and more common as well with handhelds, and ARM is hoping to leverage that capability in shooting static pictures. A single 4K frame is around 8 megapixels in size. So instead of capturing video, the handheld can achieve a “best shot” type functionality. So the phone captures the 4K video and then users can choose the best shot available to them in that period of time. This is a simple idea that will be a nice feature for those with a product that can capture 4K video.
Subject: Processors, Mobile | December 1, 2015 - 07:30 AM | Scott Michaud
Tagged: TSMC, SoC, LG, Intel, arm
So this story came out of nowhere. Whether the rumors are true or false, I am stuck on how everyone seems to be talking about it with a casual deadpan. I spent a couple hours Googling whether I missed some big announcement that made Intel potentially fabricating ARM chips a mundane non-story. Pretty much all that I found was Intel allowing Altera to make FPGAs with embedded ARM processors in a supporting role, which is old news.
Image Credit: Internet Memes...
The rumor is that Intel and TSMC were both vying to produce LG's Nuclon 2 SoC. This part is said to house two quad-core ARM modules in a typical big.LITTLE formation. Samples were allegedly produced, with Intel's part (2.4 GHx) being able to clock around 300 MHz faster than TSMC's offering (2.1 GHz). Clock rate is highly dependent upon the “silicon lottery,” so this is an area that production maturity can help with. Intel's sample would also be manufactured at 14nm (versus 16nm from TSMC although these numbers mean less than they used to). LG was also, again allegedly, interesting in Intel's LTE modem. According to the rumors, LG went with TSMC because they felt Intel couldn't keep up with demand.
Now that the rumor has been reported... let's step back a bit.
I talked with Josh a couple of days ago about this post. He's quite skeptical (as I am) about the whole situation. First and foremost, it takes quite a bit of effort to port a design to a different manufacturing process. LG could do it, but it is questionable, especially for a second chip ever sort of thing. Moreover, I still believe that Intel doesn't want to manufacture chips that directly compete with them. x86 in phones is still not a viable business, but Intel hasn't given up and you would think that's a prerequisite.
So this whole thing doesn't seem right.
Subject: General Tech | November 18, 2015 - 12:47 AM | Tim Verry
Tagged: SFF, hdmi stick, hdmi, chromebit, chrome os, asus, arm
Small form factor PCs are big this year, and Google is about to get into the game with its own HDMI dongle PC running Chrome OS. Google has partnered with Asus to release the Chromebit CS10 which is now avaialble for $85.
The small stick PC weighs 75 grams (2.6 ounces) and will come in black, orange, and eventually blue colors. The Chromebit is about the size of a flash drive with an HDMI port on one end, DC power input on one side, and a single USB 2.0 port on the other end. A removeable cap protects the HDMI output. It is small enough that you can toss it into a bag or tuck it behind a monitor or kiosk permanently. Asus includes an AC power adapter (18W, 1.5 amps) and a flexible HDMI connector (or a short extension cable depending on the region) along with velco stickers in the box.
The Chromebit CS10 is powered by a quad core Rockchip 3288-C SoC featuring four ARM Cortex A17 CPU cores and a Mali T624 GPU. The SoC is paired with 2GB of LPDDR3 memory and 16GB of eMMC storage. Connectivity includes 802.11ac Wi-Fi and Bluetooth 4.0 radios along with the USB 2.0 port. Users can hook up a bluetooth keyboard and mouse and use the USB port for extra storage, or hook up even more devices using a USB hub.
So far, reviews are positive and generally state that (for example) while the Rockchip ARM processor is no racehorse, it is good enough for basic web browsing, media streaming, and document editing.
Of course, the Chromebit runs the Chrome web browser, but it also can run any of the apps from the Chrome Web Store including Netflix, Office, and any number of free games. Asus is aiming the Chromebit at digital signage, kiosk, thin clients for schools, and for on-the-go travelers.
The Chromebit CS10 is available soon (it is listed as out of stock on Newegg and has not shown up on Amazon or other sites yet) for $85 in the US, UK, Australia, Canada, Denmark, Finland, Japan, New Zealand, Norway, Spain, Sweden, and Taiwan. Business customers can further purchase the ability to use the Chromebit in a locked down single-app kiosk mode for $24 per user, per year from CDW.
- Intel Compute Stick Review
- Kangaroo is a Pocket-Sized Battery-Powered Windows 10 PC
- Google Chromecast coverage
Subject: General Tech | October 29, 2015 - 02:16 PM | Jeremy Hellstrom
Tagged: open source, arm, Cortex A9, debian, Novena
A pair of engineers in Singapore, Andrew "Bunny" Huang and Sean Cross, have developed a working laptop which was designed to be completely open sourced, with no proprietary drivers or software of any kind. The Novena laptop is powered by a Cortex A9 and an FPGA and runs Debian, even communications are handled by a software-defined radio board. This is more of a proof of concept than a marketable machine but the links at The Register will take you to the details on how you could build one yourself. Even the bezel is open source and modifiable, it is a laptop with an upgradable screen!
"This week, the pair developing the Novena open laptop have provided an update on their work. The idea is to develop a usable system that is completely open to customization and scrutiny – from the electronics to the firmware to the operating system to the applications."
Here is some more Tech News from around the web:
- Ex-Microsoft craft ale buffs rattle tankard for desktop brewery @ The Register
- Siri Won't Answer Some Questions If You're Not Subscribed To Apple Music @ Slashdot
- Microsoft fires Arrow, it's first official Android Launcher @ The Inquirer
Subject: Processors | October 12, 2015 - 12:24 PM | Sebastian Peak
Tagged: servers, qualcomm, processor, enterprise, cpu, arm, 24-core
Another player emerges in the CPU landscape: Qualcomm is introducing its first socketed processor for the enterprise market.
Image credit: PC World
A 24-core design based on 64-bit ARM architecture has reached the prototype phase, in a large LGA package resembling an Intel Xeon CPU.
From the report published by PC World:
"Qualcomm demonstrated a pre-production chip in San Francisco on Thursday. It's a purpose-built system-on-chip, different from its Snapdragon processor, that integrates PCIe, storage and other features. The initial version has 24 cores, though the final part will have more, said Anand Chandrasekher, Qualcomm senior vice president."
Image credit: PC World
Qualcomm built servers as proof-of-concept with this new processor, "running a version of Linux, with the KVM hypervisor, streaming HD video to a PC. The chip was running the LAMP stack - Linux, the Apache Web server, MySQL, and PHP - and OpenStack cloud software," according to PC World. The functionality of this design demonstrate the chip's potential to power highly energy-efficient servers, making an obvious statement about the potential cost savings for large data companies such as Google and Facebook.
Business Model Based on Partnerships
|Alexandru Voica works for Imagination Technologies. His background includes research in computer graphics at the School of Advanced Studies Sant'Anna in Pisa and a brief stint as a CPU engineer, working on several high-profile 32-bit processors used in many mobile and embedded devices today. You can follow Alex on Twitter @alexvoica.|
Some months ago my colleague Rys Sommefeldt wrote an article offering his (deeply) technical perspective on how a chip gets made, from R&D to manufacturing. While his bildungsroman production covers a lot of the engineering details behind silicon production, it is light on the business side of things; and that is a good thing because it gives me opportunity to steal some of his spotlight!
This article will give you a breakdown of the IP licensing model, describing the major players and the relationships between them. It is not designed to be a complete guide by any means and some parts might already sound familiar, but I hope it is a comprehensive overview that can be used by anyone who is new to product manufacturing in general.
The diagram below offers an analysis of the main categories of companies involved in the semiconductor food chain. Although I’m going to attempt to paint a broad picture, I will mainly offer examples based on the ecosystem formed around Imagination (since that is what I know best).
A simplified view of the manufacturing chain
Let’s work our way from left to right.
Traditionally, these are the companies that design and sell silicon IP. ARM and Imagination Technologies are perhaps the most renowned for their sub-brands: Cortex CPU + Mali GPU and MIPS CPU + PowerVR GPU, respectively.
Given the rapid evolution of the semiconductor market, such companies continue to evolve their business models beyond point solutions to become one-stop shops that offer more than for a wide variety of IP cores and platforms, comprising CPUs, graphics, video, connectivity, cloud software and more.