Podcast #438 - Vulkan, Logitech G213, Ryzen Preorders, and more!

Subject: Editorial | February 23, 2017 - 05:16 PM |
Tagged: podcast, vulkan, ryzen, qualcomm, Qt, mesh, g213, eero, corsair, bulldog

PC Perspective Podcast #438 - 02/23/17

Join us for Vulkan one year later, Logitech G213 Keyboard, eero home mesh networking, Ryzen Pre Orders, 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: Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom

Program length: 0:58:01

Podcast topics of discussion:
  1. Week in Review:
  2. News items of interest:
  3. Hardware/Software Picks of the Week
    1. Allyn: SS64.com - Nifty programmer's reference for scripting, web, db
    2. Ken: Dell refurbished XPS 13
  4. Closing/outro
 

Source:

Podcast #437 - EVGA iCX, Zen Architecture, Optane, and more!

Subject: Editorial | February 16, 2017 - 06:36 PM |
Tagged: Zen, Z170, webkit, webgpu, podcast, Optane, nvidia, Intel, icx, evga, ECS, crucial, Blender, anidees, amd

PC Perspective Podcast #437 - 02/16/17

Join us for EVGA iCX, Zen Architechure, Intel Optane, new NVIDIA and AMD driver releases, 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: Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom

Program length: 1:32:21

Source:

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.

NVLogo_2D_H.jpg

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.

NV-Q4-2014.jpg

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

Podcast #436 - ECS Mini-STX, NVIDIA Quadro, AMD Zen Arch, Optane, GDDR6 and more!

Subject: Editorial | February 9, 2017 - 03:50 PM |
Tagged: podcast, Zen, Windows 10 Game Mode, webcam, ryzen, quadro, Optane, nvidia, mini-stx, humble bundle, gddr6, evga, ECS, atom, amd, 4k

PC Perspective Podcast #436 - 02/09/17

Join us for ECS Mini-STX, NVIDIA Quadro, AMD Zen Arch, Optane, GDDR6 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, Ken Addison, Josh Walrath, Jermey Hellstrom

Program length: 1:32:21

Podcast topics of discussion:

  1. Week in Review:
  2. News items of interest:
    1. 1:14:00 Zen Price Points Leaked
  3. Hardware/Software Picks of the Week
  4. Closing/outro
 
 

Source:

Podcast #435 - Qualcomm aptX, FSP Twin 500w PSU, Micro 5100 Enteprise SSDs, AMD Fiscal Results, ASUS Tinker Board, ZeniMax

Subject: Editorial | February 2, 2017 - 03:34 PM |
Tagged: podcast, zenimax, UHD Blu-Ray, toshiba, tinker board, Reundant PSU, qualcomm, micron, Laser Networking, fsp, enterprise ssd, DirectX, delidding, asus, aptX, amd

PC Perspective Podcast #435 - 02/02/17

Join us this week as we discuss Qualcomm aptX, FSP Reundant PSUs, Micron Enterprise SSDs, 5G LTE, AMD Fiscal Year, ZeniMax lawsuit, 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: Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom, Sebastian Peak

Program length: 1:46:22

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

Source:

AMD Announces Q4 2016 and FY 2016 Results

Subject: Editorial | February 1, 2017 - 04:14 AM |
Tagged: Vega, ryzen, quarterly results, Q4 2016, Q4, FY 2016, amd, AM4

Today AMD announced their latest quarterly earnings.  There was much speculation as to how well or how poorly the company did, especially in light of Intel’s outstanding quarter and their record year.  Intel has shown that the market continues to be strong, even with the popular opinion that we are in a post-PC world.  Would AMD see a strong quarter, or would Intel take further bites out of the company?

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The results for AMD are somewhere in between.  It was not an overly strong quarter, but it was not weak either.  AMD saw strength in the GPU market with their latest RX series of GPUs for both desktop and mobile applications.  Their CPU sales seemingly were flat with limited new products in their CPU/APU stack.  AMD is still primarily shipping 32nm and 28nm products and will not introduce 14nm products until Ryzen in late Q1 of this year.  While AMD has improved their APU offerings at both mobile and desktop TDPs, they still rely on Carrizo and the Bristol Ridge derivative to provide new growth.  The company’s aging Piledriver based Vishera CPUs still comprise a significant portion of sales for the budget and midrange enthusiast markets.

The company had revenues of $1.11B US for Q4 with a $51M net loss.  Q3 featured revenues of $1.31B, but had a much larger loss of $293M.  The primary factor for that loss was the $340M charge for the adjusted wafer start agreement that AMD has with GLOBALFOUNDRIES.  AMD did make less this past quarter, but they were able to winnow their loss down to the $51M figure.  

While AMD stayed steady with the CPU/APU and GPU markets, their biggest decline came in the semi-custom products.  This is understandable due to the longer lead times on these products as compared to AMD’s CPUs/APUs and GPUs.  The console manufacturers purchase these designs and then pay out royalties as the chips are produced.  Sony and Microsoft each had new console revisions for this holiday season that feature new SoC designs from AMD for each.  To hit the holiday rush these companies made significant orders in Q2 and Q3 of this year to allow delivery in Q4.  Once those deliveries are made then Sony and Microsoft dramatically cut orders to allow good sell-through in Q4 and not have massive unsold quantities in Q1 2017.  With royalties down with fewer chips being delivered, AMD obviously suffers at the hand of seasonality typically one quarter sooner than Intel or NVIDIA does.

am4_01.jpg

For the year AMD had nearly $300M more in revenue as compared to 2015.  2016 ended at $4.27B as compared to 2015’s $3.99B.  This is generally where AMD has been for the past decade, but is lower than they have seen in years past with successful parts like Athlon and their Athlon 64 parts.  In 2005 AMD had $5.8B in revenue.  We see that AMD still has a way to go before matching some of their best years as a company.

One of the more interesting aspects is that even through these quarterly losses AMD has been able to increase their cash on hand.  AMD was approaching some $700M a few years back and with the losses they were taking it would not be all many years before liquidity was non-existent.  AMD has been able to build that up to $1.26B at the end of this quarter, giving them more of a cushion to rely upon in tight times.

AMD’s year on year improvement is tangible, but made more impressive when considering how big of an impact the $340M charge that the WSA incurred.  This shows that AMD has been very serious about cutting expenses and monetizing their products to the best of their ability.

This coming year should show further improvement for AMD due to a more competitive product stack in CPUs, APUs, and GPUs.  AMD announced that Ryzen will be launching sometimes this March, hitting the Q1 expectations that the company had in the second half of 2016.  Previous to that AMD thought they could push out limited amounts of Ryzen chips in late Q4 2016, but that did not turn out to be the case.  AMD has shown off multiple Ryzen samples running anywhere from 3.2 GHz base with a potential engineering sample with a boosted speed up to 4 GHz.  Ryzen looks far more competitive against Intel’s current and upcoming products than AMD has in years.

am4_03.png

The GPU side will also be getting a boost in the first half of 2017.  It looks like the high end GPU Vega will be launching in Q2 2017.  AMD has addressed the midrange and budget markets with the Polaris based chips but has been absent at the high end with 14nm chips.  AMD still produces and sells Fury and Nano based offerings that somewhat address the area above the midrange, but they do not adequately compete with the NVIDIA GTX 1070 and 1080 products.  Vega looks to be competitive with what NVIDIA has at the high end, and there is certainly a pent up demand for an AMD card in that market.

AMD had a solid 2016 that showed that the current management team could successfully lead the company through some very challenging times.  The company continues to move forward and we shall see new products with CPUs, GPUs, and motherboards that should all materially contribute to and expand AMD’s bottom line.

Source: AMD

Podcast #434 - Nintendo Switch, Xbox Scorpio, Das Keyboard X50 Gaming

Subject: Editorial | January 26, 2017 - 03:46 PM |
Tagged: Xbox Scorpio, podcast, Nintendo Switch, In Win 301, EVGA G3 850W, Das Keyboard Gaming, Chomecast

PC Perspective Podcast #434 - 01/26/17

Join us this week as we discuss Nintendo Switch, EVGA SuperNOVA 850w G3, Xbox Project Scorpio, Das Keyboard Gaming, 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, Jermey Hellstrom

Program length: 1:07:50

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

Source:

Podcast #433 - Budget RX 460 build, Seasonic goes digital, Gigabyte half height GTX

Subject: Editorial | January 19, 2017 - 06:49 PM |
Tagged: Windows Game Mode, seasonic, Sapphire RX460, RX460, podcast, Half Height GTX1050, GTX1060, ASUS Z270

PC Perspective Podcast #433 - 01/19/17

Join us this week as we discuss a budget RX 460 build, Seasonic Titanium, Windows Game Mode, 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, Sebastian Peak

Program length: 1:19:34

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

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

Source:

Podcast #432 - Kaby Lake, Vega, CES Review

Subject: Editorial | January 12, 2017 - 09:42 PM |
Tagged: Vega, Valerie, snapdragon, podcast, nvidia, msi, Lenovo, kaby lake, hdr, hdmi, gus, FreeSync2, dell, coolermaster, CES, asus, AM4, acer, 8k

PC Perspective Podcast #432 - 01/12/17

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, Jermery Hellstrom

Program length: 1:45:28

Podcast topics of discussion:
 
  1. Week in Review:
  2. News items of interest:
  3. Hardware/Software Picks of the Week
    1. Jeremy: 1:42:11 They did it, they beat the hairbrush
  4. Closing/outro

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

Source:

Intel Announces Compute Card To Power Smart Devices

Subject: Editorial, General Tech | January 8, 2017 - 03:38 AM |
Tagged: vpro, SFF, kaby lake, iot, Intel, compute stick

Intel announced the Compute Card today, a modular small form factor compute system for smart appliances, home automation, industrial applications, and other Internet of Things (IoT) devices.

The Compute Card is a full PC in a card slightly longer than credit card at 95 x 55 x 5mm with an Intel SoC, memory, storage, wireless connectivity (Wi-Fi and Bluetooth), and standardized I/O built in. The compute card is designed the fit into an internal or external slot where it locks into place. According to Intel, the idea is to standardize the compute aspect of these smart devices so that manufacturers can reduce time to market and design costs as well as make them easier to repair. Manufacturers would design their devices with a slot for an Intel Compute Card and then choose a card that meets their performance and price requirements as the brains of the smart device whether that is your toaster, virtual assistant, IoT gateway, or security system. Outside of the home, Intel wants to sell cards to makers of digital signage, kiosks, and industrial control systems for machinery and factories.

compute-card-side-angled.png

One of the first things that came to mind for me was its usage in smart TVs and that may happen but the hope of an upgrade-able model where I could just slap a new Compute Card in to get new features and better performance I fear will never happen if only because while that model would be good for Intel the TV manufacturers that want to sell you new TVs every year would never go for it heh.

Unfortunately, Intel has not released full specifications on the Compute Card, only saying that they would utilize 7th Generation Core vPro processors. Looking around on their website, I would make an educated guess that Intel plans to use the 4.5 watt "7th Generation Intel® Core™ vPro™ Processors" intended for mobile devices. These chips range from 1.1 GHz to 1.3 GHz and are two core / four thread processors paired with Intel HD Graphics (515, 615, or 630). There are also 15W vPro processors with faster clockspeeds but they may not do well in such a small form factor where there is not guaranteed cooling. Still, even the lower power models should offer up quite a bit of computing power for connected devices that do basic tasks.

Intel expects to release its Compute Cards in mid-2017 and has partnered with Dell, HP, Lenovo, and Sharp as well as regional partners Seneca, DTx, InFocus, tabletkiosk, and Pasuntech. I notice that Samsung is missing from this list but would be a good partner to have if only because of their appliance line. The chip giant is said to be expanding that partner list though so we may yet see more appliance and home automation manufacturers pop up on there. I think that standardizing the brains of IoT is a good plan and smart on Intel's part but I am a bit skeptical whether or not it will catch on and how well it will be adopted in the targeted markets.

What are your thoughts on Intel's Compute Card?

Source: Intel