A year ago Intel only had ONE phone design win to speak of when Orange released the first Medfield phone in the U.K. in June.
Now there are so many Intel-based phones in the market that I can't even remember them all. Can you? Next year, Intel enters the US phone market with Merrifield and LTE.
A year ago Clover Trail-based systems weren't even available for the all important holiday shopping season. And when they did come out, their performance (based on 5-year old design) left much to be desired. We also heard rumors last year that Bay Trail would not come out until 2014.
Now, not only has Bay Trail just been released, but it's performance and battery life has met or exceeded all of our expectations. It is now THE best tablet chip in the market.
A year ago, we weren't sure of what to expect out of Haswell.
Now, Haswell has been released and Haswell-based systems are ramping up and surprised us with incredible battery life that generating rave reviews.
A year ago, we only heard murmurs of LTE from Intel.
Now, Intel is shipping multi-mode LTE with the XMM 7160 and preparing to ship LTE for both voice and data early next year. And another chip later in 2014 with even better transfer speed. Intel is now firmly the number 2 communications player and is in position to take the lead by end of next year.
A year ago, we never imagined the idea of Quark.
Now, Quark has been announced and will ship early next year. With Quark, Intel has suddenly become a major player in wearables and the Internet of things.
A year ago, we weren't even talking about 14nm.
Now, we are seeing working systems based on Broadwell. 14nm production begins before the end of this year and Intel signed multiple foundry clients, most notably Altera.
SDN (software defined networks) is a huge threat to Cisco because it changes the way companies build networks. It takes the high-end features built into expensive routers and switches and puts them into software that can run on cheaper hardware. Corporations still need to buy routers and switches, but they can buy fewer of them and cheaper ones. It also leads to all kinds of new startups based on networking software.
Cisco which has made a fortune from selling routers and switches should be thinking about developing next generation platforms. The fact it can’t shows that as a company it has become addicted to the old way of doing things.
Now a source close to the company tells Business Insider why Chambers chose to do this as a spin-in. Two things happened.
The first was a deal with Amazon. Cisco thought it was going to sign $1 billion deal for network gear for Amazon, one of the largest network deals ever, the source said.
Instead, Amazon shocked Cisco by buying only about $11 million, using cheaper hardware and SDN for the rest of its needs, the source said.
The second was that Chambers asked his top executives to do an analysis on what would happen if Cisco plunged into the SDN market. They concluded it would turn Cisco's "$43 billion business into a $22 billion business," our source said.
[Remember Amazon recently announced they were using Intel-based gears for the data center??? Intel-based hardware is being paired with SDN software and is stealing business away from Cisco. SDN may be a huge growth area that will benefit Intel...Another reason to buy INTEL]
Lawrence Livermore National Laboratory in partnership with Intel and Cray, today announced a unique high-performance computing (HPC) cluster that will serve research scientists at all three institutions and provide a proving ground for new HPC and Big Data technologies and architectures.
"As the name implies, Catalyst aims to accelerate HPC simulation and big data innovation, as well as collaborations between the three institutions," said Matt Leininger, deputy of Advanced Technology Projects for LLNL. "The partnership between Intel, Cray and LLNL allows us to explore different approaches for utilizing large amounts of high performance non-volatile memory in HPC simulation and Big Data analytics."
The Catalyst resource, a Cray CS300 cluster supercomputer, will be shared between the three partners with access rights based on level of investment. System access will be managed through LLNL's High Performance Computing Innovation Center (HPCIC), whose mission is to work with industrial partners in the development of computing solutions for America to compete effectively in the 21st century global economy.
Delivered to LLNL in late October, Catalyst is expected to be available for limited use this month and general use by December. The Catalyst cluster consists of two scalable units (SUs), and represents an upgrade from the Appro clusters acquired under the Tri-Lab Linux Capacity Cluster (TLCC-2) procurement of a few years ago (Appro has since been acquired by Cray). TLCC aggregates the HPC capacity computing needs of the three weapons laboratories that serve the National Nuclear Security Administration's (NNSA) Advanced Simulation and Computing (ASC) Program - Lawrence Livermore, Los Alamos and Sandia national laboratories - to procure commodity cluster systems more cost effectively.
The 150 teraflop/s (trillion floating operations per second) Catalyst cluster has 324 nodes, 7,776 cores and employs the late
Take care Ashraf. I will continue to read your articles and messages on iHub. Hope you visit this message board from time to time in the future. Thanks.
Besides latency, copper wire has other disadvantages. There can be interference in a tightly-packed server box. Signal amplifiers solve that problem but add power costs. And the cables are heavy; up to 20 pounds. One OPCIe cable carries 10 times the bandwidth and weighs just a pound.
As part of its demo, Fujitsu took two of its Primergy RX200 servers and added an Intel Silicon Photonics module to each along with an Intel-designed FPGA to make PCIe work with optical networking. The servers connected to an expansion box with several solid state disks (SSD) and Xeon Phi co-processors, along with the connecting Silicon Photonics module and FPGA.
The demo showed the ability to connect separate boxes with compute or storage nodes so that they appear to the CPU to be on the main motherboard when in fact they are actually being fully virtualized. The SSDs and Xeon Phis appeared to the RX200 server as if they were on the motherboard. Thanks to the speed of light, data traveling a few meters down the cable had no latency
Fujitsu’s approach showed three key benefits: increasing storage capacity, because the server box is no longer a limit; Fujitsu was able to include Xeon Phi cards for massive compute power, something that would be impossible to do with hard drives in there; and the server ran much cooler.
The only question left is when will this hit the market. Fujitsu has no concrete plans, nor do any American-based server makers.
wbmw Member Level Friday, 11/29/13 05:01:58 PM
Post # of 125611
Just came from Best Buy today (Black Friday). This is a bit anecdotal, but everyone was buying laptops. The two on sale at the end caps were the Lenovo Yoga 2, and the HP Split 13 x2, which is a detachable system with Haswell "Y", at an incredible Black Friday price of $499. I ended up buying the HP Split for my brother-in-law - I'll let the board know after Christmas time how much he likes low power Haswell.
Some other data points:
- Tablets were not that impressive, and not much going on in terms of Black Friday deals. Basically, an entire row of look-alikes at terribly uncompetitive pricing. Cheap China ripoffs for $249, some Lenovo and Amazon tablets higher priced than what you can get on the Internet, and Samsung showing off their Galaxy Note 2014 edition on the end-cap for $549, with the Intel based Galaxy Tab 3 10.1 on the side of it, for $299. No one was looking at these.
- Most of the interest seems to be coming back to PCs. The three people in front of me in line, and the guy in back of me in line all had new laptops, 1 of them with the Lenovo Yoga 2, and another with the HP Split.
- Two other models also had Haswell "Y" - a Lenovo Yoga 11 inch model, and a Sony detachable.
- One Bay Trail system, the Asus Transformer, sat turned off in the corner, with zero interest
- Lots of Ultrabooks on the shelf, and many of them in the $549-699 range.
- Nothing was as good a deal as the HP and Lenovo on the end-cap, but people were clustered around all of them, and the sales guys were in swarms
- One sales guy told me the line at midnight spanned across half the store, and people were buying laptops like crazy.
Thought the board might like to know....
During the Apple (AAPL) product introduction last Tuesday, Tim cook mentioned that the heart of the new iPhone 5S was the A7 chip, which contained a billion transistors. The size of the chip grew from 96 sq. mm for the A6 to 102 sq. mm for the A7.
Experts at Chipworks who claim to be familiar with the Apple "A" chip part numbering system suggest that the early peeks at the A7 chip indicate that it was made at a foundry other than Samsung (SSNLF.PK).
Also, Samsung introduced its new Octa chip on September 10, apparently to steal some thunder from Apple's A7 chip announcement. Is that a smart thing to do if you are the foundry for the A7?
It appears that to get 1 billion transistors on a 102 sq. mm chip would require something much better than the 28nm processes available at either TSMC (TSM) or Samsung. Some are speculating that the A7 is being built by TSMC on a 20 nm planar process. That would be all well and fine except that TSMC claims that its 20nm process will not be ready for volume production until early 2014.
What do we know about relative chip size from 32nm to 22nm processes?
A Sandy Bridge EP-4 is made on a 32nm process and had 1.27 billion transistors with a chip size of 294 sq. mm, so a 1 billion transistor logic chip on 32nm should be around 232sq. mm. Even giving a 25% improvement for a 32 to 28nm transition, the chip size should be about 174 sq. mm.
The Ivy Bridge HE-4 is made on the Intel (INTC) 22nm Trigate process and has 1.4 billion transistors with a chip size of 160 sq. mm, so a billion transistor logic chip on 22nm should be around 114 sq. mm. "Hand packing" the A7 design might give another 10% size improvement, which would make the A7 chip almost exactly 102 sq. mm. on the Intel 22 nm process.
I will leave it for you to come to your own conclusions, but if there is another semiconductor manufacturer that is capable of the A7 volume at anything close to 22nm, Intel and I are in deep yogurt.
The Intel Jan 2014 30 call options are about
1) OEMs have finally upgraded all laptop, ultrabooks systems to Haswell, right in time for the big holiday shopping season and into 2014 for the XP EOL refresh. Fresh breed of convertibles and 2-in-1 Haswell devices also making headlines and looks to be hot sellers eg. Samsung ATIV Q, Asus Transformer Book Trio. Q3 PC shipment numbers seems to indicate down trend has bottomed and Intel's CFO also indicated this in latest earnings conference call.
2) Bay Trail devices are HOT sellers. The Asus T100, Dell Venue 8 Pro and Venue 11 Pro all look like they will be selling like hotcakes this holiday season and into next year. Look for more Bay Trail devices for both Windows, Chromebooks and ANDROID to appear in the coming months and 2014. Intel has said they have 140 design wins for Bay Trail.
3) Intel is catching up in LTE in a big way. Two big news came out today. One, Samsung's Galaxy Tab 3 10 is now shipping with LTE. Two, the XMM 7260 with 4G for both data and voice and improved transfer speed will be shipping in 1H2014. Expect Intel to make big moves in smartphone market in 2014.
4) Intel's Data Center Group is growing in double digits. Q4 Data Center Group revenue is projected to be $3.3 Billion. That is almost 25% of Intel's total revenue.
5) Intel's process lead gives Intel the edge. Intel's next core product - Broadwell, will be built using Intel's 14nm process. 14nm will give Broadwell improved performance in both CPU speed and graphics. At the same time, power consumption is also reduced. There will be a 4W Broadwell product that will allow OEMs to use it within a tablet form-factor. Intel has been working hard with Google to optimize Android and Chrome OS for Intel products. This is very important as 4W Broadwell will take over as the top-tier SoC for Android devices, leaving the snapdragons and tegras to fight for middle tier against Intel's Atom.
6) Intel has tremendous growth opportunities...Quark for wearables and IoT, Smartphones, fabbing..etc.
Part of what sets Windows tablets like the Dell Venue 8 Pro and Asus Transformer Book T100 apart from an iPad or Android tablet is the ability to run full-blown desktop apps. Apparently I’m not the only one who got the idea of actually using one of these tablets as a desktop computer.
The folks at Plugable wanted to see how a tablet with an Intel Atom Bay Trail processor works when you hook up multiple displays — so they connected the tablet to a Plugable dock connected to 4 separate monitors
The results look pretty good.
Plugable used a Dell Venue 8 Pro tablet for the test. The tablet doesn’t have a video port or full-sized USB port, but with a micro USB OTG cable they were able to connect a $129 Plugable docking station to add USB, Ethernet, and DVI and HDMI ports.
That’s all you need to do if you want to connect a monitor or two, since you can use the HDMI and DVI ports to display video on up to 2 external displays. But thanks to DisplayLink adapters which let you hook up a monitor over a USB port, they were able to connect 4 monitors at once.
What’s really cool is that since the Dell Venue 8 Pro is running a full version of Windows 8.1 software, it can download all the drivers automatically so the setup process is pretty painless (once you have the hardware in place). And the Intel Atom Bay Trail processor is powerful enough to handle multiple display setups pretty well.
In the demo video, Plugable’s founder showed a YouTube video playing on an one display — and being dragged from monitor to monitor seamlessly. You can run different windows in each display, or extend windows across multiple monitors.
When you want to take the tablet on the go, just disconnect the dock and you can use it as a standalone device again.
from Bloomberg. Most interesting quote:
"A sale that meets Intel’s asking price would let the company recoup its costs as it retreats on a plan to enter the pay-TV business, while still supplying chips to the new owner. "
I think it has to do with 64-bit Android and nothing to do with cost of Bay Trail. AE has confirmed qualcomm will not have 64-bit support next year. And it seems Samsung will not either. So Intel sees next year as a perfect opportunity to gain market share and really have the OEMs stick with Intel for future models.
To support 64-bit Android there'll have to be optimization and other requirements needed from both hardware and software standpoint, so Intel is using the $2 billion to work with OEMs to support 64-bit Android. This same process will have to be done once qualcomm has the chips to support 64 bit. So if Intel can use 2014 to work with OEMs to have 64-bit working and fully optimized, it's more likely they will stick with Intel for 2015 and beyond.
IMO, Apple going to 64-bit really was a blessing for Intel. It forced Google to bump up support of 64-bit Android to next year and fortunately for Intel, they have to only SoC that can support 64-bit while qualcomm and Samsung are caught with their pants down.
If you look at it from this standpoint, the $2 billion spent on subsidize OEMs really makes alot of sense and worth spending.
Classic khitchdee fudd. First you argue Bay Trail can't outperform arm chips, and now after Bay Trail has proven to thoroughly beat the best of arm, you claim Intel made a mistake by focusing too much on power.
My understanding is Bay Trail not only outperform the best of arm, but it has done so while drawing less power.
In June, Jefferies raised price target for INTC from $24 to $27...Now, 3 months later, they raise the target AGAIN from $27 to $30!...VERY good sign!
Daniel Nenni was again pimping his website in the comments section of Russ Fischer's article. And here is the exchange between Russ and Nenni:
Russ Fischer: Dan,
You should reveal that you are a paid consultant for TSMC, so the readers can more accurately assess your comments.
Disclaimer: I do not now nor have I ever worked for TSMC.
I consult for companies that wish to partner with TSMC, UMC, SMIC, and GLOBALFOUNDRIES.
Russ Fischer: That's even worse.
You are a master at ziggin' and zaggin'.
[Daniel Nenni "consult for companies that wish to partner with TSMC, UMC, SMIC, and GLOBALFOUNDRIES"...now we know his motive]
[MS probably learned their lesson from last year and stocked more Surface Pro 2's then Surface (RT) version, so this bolds well for Intel.]
Intel just blew estimates away and will do so again in Q4. PC market has bottomed and Intel getting into tablet and smartphone (with LTE) markets...and GM still healthy above 62%. How long will they keep their position? Not long.