NVIDIA Announces Q4 2017 Results

Subject: Editorial | February 9, 2017 - 11:59 PM |
Tagged: TSMC, Samsung, Results, quadro, Q4, nvidia, Intel, geforce, Drive PX2, amd, 2017, 2016

It is most definitely quarterly reports time for our favorite tech firms.  NVIDIA’s is unique with their fiscal vs. calendar year as compared to how AMD and Intel report.  This has to do when NVIDIA had their first public offering and set the fiscal quarters ahead quite a few months from the actual calendar.  So when NVIDIA announces Q4 2017, it is actually reflecting the Q4 period in 2016.  Clear as mud?

Semantics aside, NVIDIA had a record quarter.  Gross revenue was an impressive $2.173 billion US.  This is up slightly more than $700 million from the previous Q4.  NVIDIA has shown amazing growth during this time attributed to several factors.  Net income (GAAP) is at $655 million.  This again is a tremendous amount of profit for a company that came in just over $2 billion in revenue.  We can compare this to AMD’s results two weeks ago that hit $1.11 billion in revenue and a loss of $51 million for the quarter.  Consider that AMD provides CPUs, chipsets, and GPUs to the market and is the #2 x86 manufacturer in the world.

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The yearly results were just as impressive.  FY 2017 featured record revenue and net income.  Revenue was $6.91 billion as compare to FY 2016 at $5 billion.  Net income for the year was $1.666 billion with comparison to $614 million for FY 2016.  The growth for the entire year is astounding, and certainly the company had not seen an expansion like this since the early 2000s.

The core strength of the company continues to be gaming.  Gaming GPUs and products provided $1.348 billion in revenue by themselves.  Since the manufacturing industry was unable to provide a usable 20 nm planar product for large, complex ASICs companies such as NVIDIA and AMD were forced to innovate in design to create new products with greater feature sets and performance, all the while still using the same 28 nm process as previous products.  Typically process shrinks accounted for the majority of improvements (more transistors packed into a smaller area with corresponding switching speed increases).  Many users kept cards that were several years old due to there not being a huge impetus to upgrade.  With the arrival of the 14 nm and 16 nm processes from Samsung and TSMC respectively, users suddenly had a very significant reason to upgrade.  NVIDIA was able to address the entire market from high to low with their latest GTX 10x0 series of products.  AMD on the other hand only had new products that hit the midrange and budget markets.

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The next biggest area for NVIDIA is that of the datacenter.  This has seen tremendous growth as compared to the other markets (except of course gaming) that NVIDIA covers.  It has gone from around $97 million in Q4 2016 up to $296 million this last quarter.  Tripling revenue in any one area is rare.  Gaming “only” about doubled during this same time period.  Deep learning and AI are two areas that required this type of compute power and NVIDIA was able to deliver a comprehensive software stack, as well as strategic partnerships that provided turnkey solutions for end users.

After datacenter we still have the visualization market based on the Quadro products.  This area has not seen the dramatic growth as other aspects of the company, but it remains a solid foundation and a good money maker for the firm.  The Quadro products continue to be improved upon and software support grows.

One area that promises to really explode in the next three to four years is the automotive sector.  The Drive PX2 system is being integrated into a variety of cars and NVIDIA is focused on providing a solid and feature packed solution for manufacturers.  Auto-pilot and “co-pilot” modes will become more and more important in upcoming models and should reach wide availability by 2020, if not a little sooner.  NVIDIA is working with some of the biggest names in the industry from both automakers and parts suppliers.  BMW should release a fully automated driving system later this year with their i8 series.  Audi also has higher end cars in the works that will utilize NVIDIA hardware and fully automated operation.  If NVIDIA continues to expand here, eventually it could become as significant a source of income as gaming is today.

There was one bit of bad news from the company.  Their OEM & IP division has seen several drops over the past several quarters.  NVIDIA announced that the IP licensing to Intel would be discontinued this quarter and would not be renewed.  We know that AMD has entered into an agreement with Intel to provide graphics IP to the company in future parts and to cover Intel in potential licensing litigation.  This was a fair amount of money per quarter for NVIDIA, but their other divisions more than made up for the loss of this particular income.

NVIDIA certainly seems to be hitting on all cylinders and is growing into markets that previously were unavailable as of five to ten years ago.  They are spreading out their financial base so as to avoid boom and bust cycles of any one industry.  Next quarter NVIDIA expects revenue to be down seasonally into the $1.9 billion range.  Even though that number is down, it would still represent the 3rd highest quarterly revenue.

Source: NVIDIA

AMD Details Zen at ISSCC

Subject: Processors | February 9, 2017 - 02:38 AM |
Tagged: Zen, Skylake, Samsung, ryzen, kaby lake, ISSCC, Intel, GLOBALFOUNDRIES, amd, AM4, 14 nm FinFET

Yesterday EE Times posted some interesting information that they had gleaned at ISSCC.  AMD released a paper describing the design process and advances they were able to achieve with the Zen architecture manufactured on Samsung’s/GF’s 14nm FinFETT process.  AMD went over some of the basic measurements at the transistor scale and how it compares to what Intel currently has on their latest 14nm process.

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The first thing that jumps out is that AMD claimes that their 4 core/8 thread x86 core is about 10% smaller than what Intel has with one of their latest CPUs.  We assume it is either Kaby Lake or Skylake.  AMD did not exactly go over exactly what they were counting when looking at the cores because there are some significant differences between the two architectures.  We are not sure if that 44mm sq. figure includes the L3 cache or the L2 caches.  My guess is that it probably includes L2 cache but not L3.  I could be easily wrong here.

Going down the table we see that AMD and Samsung/GF are able to get their SRAM sizes down smaller than what Intel is able to do.  AMD has double the amount of L2 cache per core, but it is only about 60% larger than Intel’s 256 KB L2.  AMD also has a much smaller L3 cache as well than Intel.  Both are 8 MB units but AMD comes in at 16 mm sq. while Intel is at 19.1 mm sq.  There will be differences in how AMD and Intel set up these caches, and until we see L3 performance comparisons we cannot assume too much.

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(Image courtesy of ISSCC)

In some of the basic measurements of the different processes we see that Intel has advantages throughout.  This is not surprising as Intel has been well known to push process technology beyond what others are able to do.  In theory their products will have denser logic throughout, including the SRAM cells.  When looking at this information we wonder how AMD has been able to make their cores and caches smaller.  Part of that is due to the likely setup of cache control and access.

One of the most likely culprits of this smaller size is that the less advanced FPU/SSE/AVX units that AMD has in Zen.  They support AVX-256, but it has to be done in double the cycles.  They can do single cycle AVX-128, but Intel’s throughput is much higher than what AMD can achieve.  AVX is not the end-all, be-all but it is gaining in importance in high performance computing and editing applications.  David Kanter in his article covering the architecture explicitly said that AMD made this decision to lower the die size and power constraints for this product.

Ryzen will undoubtedly be a pretty large chip overall once both modules and 16 MB of L3 cache are put together.  My guess would be in the 220 mm sq. range, but again that is only a guess once all is said and done (northbridge, southbridge, PCI-E controllers, etc.).  What is perhaps most interesting of it all is that AMD has a part that on the surface is very close to the Broadwell-E based Intel i7 chips.  The i7-6900K runs at 3.2 to 3.7 GHz, features 8 cores and 16 threads, and around 20 MB of L2/L3 cache.  AMD’s top end looks to run at 3.6 GHz, features the same number of cores and threads, and has 20 MB of L2/L3 cache.  The Intel part is rated at 140 watts TDP while the AMD part will have a max of 95 watts TDP.

If Ryzen is truly competitive in this top end space (with a price to undercut Intel, yet not destroy their own margins) then AMD is going to be in a good position for the rest of this year.  We will find out exactly what is coming our way next month, but all indications point to Ryzen being competitive in overall performance while being able to undercut Intel in TDPs for comparable cores/threads.  We are counting down the days...

Source: AMD
Author:
Subject: Processors, Mobile
Manufacturer: Qualcomm

Semi-custom CPU

With the near comes a new push for performance, efficiency and feature leadership from Qualcomm and its Snapdragon line of mobile SoCs. The Snapdragon 835 was officially announced in November of last year when the partnership with Samsung on 10nm process technology was announced, but we now have the freedom to share more of the details on this new part and how it changes Qualcomm’s position in the ultra-device market. Though devices with the new 835 part won’t be on the market for several more months, with announcements likely coming at CES this year.

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Qualcomm frames the story around the Snapdragon 835 processor with what they call the “five pillars” – five different aspects of mobile processor design that they have addressed with updates and technologies. Qualcomm lists them as battery life (efficiency), immersion (performance), connectivity, and security.

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Starting where they start, on battery life and efficiency, the SD 835 has a unique focus that might surprise many. Rather than talking up the improvements in performance of the new processor cores, or the power of the new Adreno GPU, Qualcomm is firmly planted on looking at Snapdragon through the lens of battery life. Snapdragon 835 uses half of the power of Snapdragon 801.

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The company touts usage claims of 1+ day of talk time, 5+ days of music playback, 11 hours of 4K video playback, 3 hours of 4K video capture and 2+ hours of sustained VR gaming. These sound impressive, but as we must always do in this market, you must wait for consumer devices from Qualcomm partners to really measure how well this platform will do. Going through a typical power user comparison of a device built on the Snapdragon 835 to one use the 820, Qualcomm thinks it could result in 2 or more hours of additional battery life at the end of the day.

We have already discussed the new Quick Charge 4 technology, that can offer 5 hours of use with just 5 minutes of charge time.

Continue reading our preview of the Qualcomm Snapdragon 835 SoC!

Podcast #431 - Das Keyboard, Samsung 750 EVO, ASUS X99, CES Predictions

Subject: Editorial | December 29, 2016 - 07:04 PM |
Tagged: Thinkpad, Samsung, podcast, Lenovo, das keyboard, CES, ASUS Zenbook X390A, ASUS X99-A II, 750 evo

PC Perspective Podcast #431 - 12/29/16

Join us this week as we DasKeyboard, Samsung 750 EVO, CES predictions and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts:  Ryan Shrout, Allyn Malventano, Josh Walrath

Program length: 1:35:27

Podcast topics of discussion:
  1. Week in Review:
  2. News items of interest:
    1. 0:59:20 CES Predictions
  3. Hardware/Software Picks of the Week
    1. Jeremy: Luggage!
    2. Josh: $6.99!!!!
    3.  
  4. Closing/outro

Subscribe to the PC Perspective YouTube Channel for more videos, reviews and podcasts!!

Source:
Subject: Storage
Manufacturer: Samsung

Introduction, Specifications and Packaging

Introduction

Earlier this year we covered the lower two capacities of the Samsung 750 EVO. We had some requests for a review of the 500GB model as soon as it was added to their lineup, and Samsung promptly sent a sample, but I delayed that review in the interest of getting the full 750 EVO lineup tested under our new storage test suite. I've been running batches of SSDs through this new suite, and we now have enough data points to begin cranking out some reviews. The 750 EVO was at the head of the line, so we will be starting with it first. I'm 'reissuing' our review as a full capacity roundup of the 750 EVO lineup as these are fresh results on a completely new test suite.

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Specifications

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These are the 'Rev. 2' specifications from Samsung, which include the 500GB model of the 750 EVO. The changes are not significant, mainly a slight bump to random performance of the top capacity model along with a changeover to lower power DDR3 (of twice the capacity) for the 500GB model's system cache.

Packaging

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Nothing new here. This is the standard Samsung packaging for their SATA products.

Continue reading our full review of the Samsung 750 EVO series of SSDs!!

Speedy storage at stocking stuffer prices, the Samsung 750 EVO

Subject: Storage | December 19, 2016 - 07:49 PM |
Tagged: TurboWrite, tlc, SSD 750, slc, sata, Samsung, planar, 750, 2d

With current prices of $61 for 120GB, $89 for the 250GB and $140 for the 500GB model, anyone still stuck using spinning rust for their main drive can join the flash revolution.  Al reviewed these drives at the beginning of the year and there have been so many new drives this year you may have forgotten about it.  It is not the highest tech drive on the market, with 2D NAND and a SATA interface, which is also why they are so inexpensive.  Kitguru recently wrapped up a review of the drives and the Magician software which comes with it.

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"The one thing that was missing from Samsung’s range of SSD’s was a low price value oriented drive. This has been rectified by the arrival of the SSD750 EVO product line. To keep production costs and therefore the cost of the drive down, Samsung has forsaken the 3D V-NAND of the last few drive ranges and gone back to 2D Planer NAND."

Here are some more Storage reviews from around the web:

Storage

Source: Kitguru

Samsung will be disabling the charging ability of the Note 7

Subject: General Tech | December 9, 2016 - 10:58 PM |
Tagged: Samsung, galaxy note 7, verizon, recall

If you are one of the 7% that like living dangerously and are not returning your Samsung Galaxy Note 7 you may find yourself unable to charge it.  Samsung are going to push out an update on December 19th which will disable the devices ability to charge.  The incendiary devices suffer from a design flaw which does not leave enough space for the battery to swell, which can lead to an electrical short in the battery which ends badly for both the device and the owner.  Verizon has decided to take an interesting stand and will be blocking this update, allowing those who wish to continue using this device to continue to do so.  Pop over to The Inquirer for more details.

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"THE REMAINING owners of the highly flammable Samsung Galaxy Note 7 will have their devices remotely killed from 19 December when an over-the-air update will prevent their devices from charging."

Here is some more Tech News from around the web:

Tech Talk

Source: The Inquirer

Podcast #427 - Leaked Zen Prices, Kaby Lake Performance Leaks, GTX 1050 Ti Upgrades

Subject: Editorial | December 1, 2016 - 04:54 PM |
Tagged: Zen, video, Samsung, podcast, microsoft, megaprocessor, Lenovo, kaby lake, Intel, GTX 1050 Ti, arm, amd

PC Perspective Podcast #427 - 12/01/16

Join us this week as we discuss leaked Zen prices, Kaby Lake performance leaks, GTX 1050 Ti upgrades and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts:  Ryan Shrout, Allyn Malventano, Josh Walrath, Jeremy Hellstrom

Program length: 1:20:41

  1. Week in Review:
  2. News items of interest:
  3. Hardware/Software Picks of the Week
  4. Closing/outro

Subscribe to the PC Perspective YouTube Channel for more videos, reviews and podcasts!!

Samsung Denies PC Business Acquisition Talks with Lenovo

Subject: Systems | November 26, 2016 - 09:21 PM |
Tagged: Samsung, Lenovo

thebell, a Korean news outlet and sister site of ZDNet Korea, published a rumor that Samsung was in talks to sell their PC business to Lenovo. While I’m struggling with the Google Translate from Korean, it sounds like this would be caused by Samsung selling their printing business to HP, leading to the company divesting from related markets, too. This news was picked up by the American ZDNet and, some time after, Samsung released a statement outright denying the rumor: “The rumor is not true.”

So, as far as we know, Samsung is staying in the PC market.

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Since it was a clear denial, not a decline to comment, this probably means that the rumor is either completely false, or, if it’s based on a kernel of truth, it’s very early or very tiny. It seems likely, though, that Lenovo would want to buy up pretty much anyone’s PC business at this point, if the price is right. As for Samsung selling? I could see it being something that could have been discussed behind-the-scenes to some level of seriousness, although that’s what hoaxes prey upon. Again, as far as we know, Samsung will keep their PC business, and there isn’t really anything concrete to say otherwise.

Source: ZDNet

Podcast #426 - Intel Kaby Lake Performance, Corsair Crystal Cases, Q&A and more!

Subject: Editorial | November 23, 2016 - 05:37 PM |
Tagged: Z170X-Ultra Gaming, video, snapdragon 835, Samsung, qualcomm, podcast, kaby lake, Intel, gigabyte, crystal, corsair, 7th generation core, 570x, 10nm

PC Perspective Podcast #426 - 11/23/16

Join us this week as we discuss Intel Kaby Lake performance, a new Corsair Crystal 570X case, Qualcomm Snapdragon 835 and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts:  Ryan Shrout, Allyn Malventano, Josh Walrath, Jeremy Hellstrom

Program length: 1:23:24

  1. Week in Review:
  2. News items of interest:
    1. 0:41:38 Random thoughts and Q&A!
  3. Hardware/Software Picks of the Week
    1. Ryan: Lenovo Phab 2 Pro SD 652, Android 6, 6.4” QHD, 4GB, 64GB, 4050 mAh
  4. Closing/outro

Subscribe to the PC Perspective YouTube Channel for more videos, reviews and podcasts!!