Intel Corporation Message Board

justfine790 129 posts  |  Last Activity: May 15, 2013 12:31 PM Member since: Dec 26, 2012
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  • justfine790 justfine790 May 15, 2013 12:31 PM Flag

    During the 2013 Beijing IDF;

    ZTE Geek (Atom Z2580 Clovertrail+) smartphone is smoking fast, spanks the top ARM SoCs
    Reported by Lennard Seah on Thursday, April 11 2013 1:17 pm

    By all accounts, the ZTE Geek should be an unremarkable phone - its unimaginative, plasticky and has decidedly mid-ranged specs. But just like the Lenovo K900, the 2GHz Atom Clovertrail+ SOC in it delivers ARM beating performance.
    In the standard AntTuTu Benchmark that we ran on the show floor, the ZTE Geek scored an impressive 29401, better than the scores found in the public domain of the HTC One (Qualcomm 600) and Samsung Galaxy S IV (Exynos 5410).
    Naturally, one should reserve judgement and not entirely formulate opinion based on benchmarks done on the show floor (who knows what shenanigans could be happening behind the scenes). We would love to get our hands on one of these in our labs to do a proper analysis especially on the battery drain characteristics of the Clovertrail+ SoC, which actually matters more than raw performance to most people.

    vr-zoneDOTcom/articles/zte-geek-atom-z2580-clovertrail--smartphone-is-smoking-fast-spanks-the-top-arm-socs/19619.html#ixzz2TNaeKcVA

  • Reply to

    Silvermont processors--time to short ARMH!

    by amdsuckks May 12, 2013 3:10 AM
    justfine790 justfine790 May 12, 2013 10:30 PM Flag

    That is 2.8 million window tablets were powered by Intel.
    The Surface Pro sold for 40 days and had supply issues.

    Haswell tablets will be sold by all the pc manufactures not just MS
    Many of these Haswell tablets will be nearly the same dimensions and battery life as the ipad but with 5 times the performance.
    SAMSUNG WILL PRODUCE HIGH END PC TABLETS POWERED BY HASWELL

    As for Baytrail's competition, the T4 and S800 will not be competive on combined performance and battery life. If Arm tries to match Baytrail's performance, their battery life will suffer.
    SAMSUNG WILL PRODUCE BAYTRAIL POWERED TABLETS

    Since all Baytrails will support both Windows and Android, will some of the manufacturers build dual boot tablets and notebooks?

    Then in 2014, with the limited 20nm planar production going to Apple, all the others will be stuck at 28nm planar while Intel is producing 14nm finfet That's game over!!

  • Reply to

    Silvermont processors--time to short ARMH!

    by amdsuckks May 12, 2013 3:10 AM
    justfine790 justfine790 May 12, 2013 4:55 PM Flag

    In the first quarter 2013, windows had 7.5 percent of the tablet market. Out of the 3 million windows tablets shipped, 200,000 were windows rt.

    With Haswell tablet PCs and Baytrail , windows tablet market share could double by the 4th quarter(windows rt will disappear).
    Baytrail should capture a significant share of the Android tablet market because of its performance and energy advantages.
    With Merrifield phones coming early 2014, Intel will see its phone market share grow. Avoton will block any significant server market gains for arm.
    Intel's 14nm finfet coming the fall of 2014, while only Apple will have 20nm planar in 2014

    At some point this year, the market will see that the future growth of Arm's revenue will come more from $1 microchips and less from the phones/tablets markets. Then the P/E should fall from 80 towards the market average of 15.

  • EETimes

    eetimesDOTcom/design/power-management-design/4412874/Teardown--Samsung-Galaxy-S4

    Teardown: Samsung Galaxy S4
    Allan Yogasingam
    4/26/2013 2:35 PM EDT

    "When we open the I9500 model, the most surprising discovery is that of Intel’s mobile communication components earning design wins for the baseband and corresponding transceiver. This Galaxy S4 uses Intel’s PMB9820 baseband processor, which we surmise is from their X-GOLD 636 reference design. This baseband is optimized for EDGE, WCDMA and HSDPA/HSUPA bands. The transceiver IC is the PMB5745, which we believe is their SMARTi UE3 RF transceiver. This is the first major design win we’ve seen for Intel since they lost their lucrative sockets in the Apple iPhone to Qualcomm. However, it should be noted that the Qualcomm does have the design wins in the GT-I9505 model, which will be readily available in the US and Canada."

  • "On single threaded performance, you should expect a 2.4GHz Silvermont to perform like a 1.2GHz Penryn. To put it in perspective of actual systems, we’re talking about around the level of performance of an 11-inch Core 2 Duo MacBook Air from 2010. Keep in mind, I’m talking about single threaded performance here. In heavily threaded applications, a quad-core Silvermont should be able to bat even further up the Penryn line. Intel is able to do all of this with only a 2-wide machine (lower IPC, but much higher frequency thanks to 22nm).

    There’s no doubt in my mind that a Baytrail Android tablet will deliver amazing performance, the real unknown is whether or not a Baytrail Windows 8 detachable/convertible will be fast enough to deliver a good enough legacy Windows experience. I suspect it’ll take Airmont before we really get there by my standards, but it’ll be close this round for sure.

    What’ll really be interesting to see is how Silvermont fares in smartphones. Max clock speeds should be lower than what’s possible in a tablet, but not by all that much thanks to good power management. When viewed in that light, I don’t know that there’s a more exciting mobile architecture announced at this point. The ability to deliver 2010 11-inch MacBook Air performance in a phone is insane."

    anandtechDOTcom/show/6936/intels-silvermont-architecture-revealed-getting-serious-about-mobile/6

  • Is your Samsung Galaxy S4 overheating?
    Posted: 03 May 2013, 15:47, by Alan F.

    A number of reports are coming out from Samsung Galaxy S4 users who are complaining about how hot their new handset is, literally. One user took the temperature of his new Android flagship unit and found it was running at 50 degrees Celsius, which is a positively red hot 122 degrees Fahrenheit. At that temperature, the phone is hard to hold or put against the ear for phone calls.

    The units seem to heat up during game play or while browsing the web and more than one person complained of heat coming from the camera. One former Samsung Galaxy S II owner noted the same problem from that model. When he upgraded to the Samsung GALAXY Note II, he ended up with a much faster processor and no overheating issues. Thinking that Sammy had solved the problem, he swapped out the phablet for the Galaxy S4 only to find it overheating in almost every application.........

    phonearenaDOTcom/news/Is-your-Samsung-Galaxy-S4-overheating_id42616

  • justfine790 justfine790 May 3, 2013 4:37 PM Flag

    You are a day late. Thursday's close was 24.11. Adjusted today's open 23.89. We will open at 23.96 Monday.

  • Reply to

    Catalysts Going Forward

    by wallisweaver May 1, 2013 8:07 PM
    justfine790 justfine790 May 1, 2013 8:57 PM Flag

    May 6th is the release date of the Lenovo K900 in China and May 10th in India. Let the hands-on comparisons to the best Arm phones begin.

  • androidauthorityDOTcom/hp-slate-21-benchmark-199460/

    HP Slate 21 AIO shows up in benchmark, powered by Tegra 4 processor and Android 4.2.1

    by Andrew Grush on April 29, 2013 11:25 am

    ......It is worth mentioning that the actual benchmark score for the device’s Tegra 4 processor was only 23,584, which is a little low considering the 36,000+ point scores the chip supposedly is capable of. Of course these higher scores were on special ‘test’ equipment likely optimized for chip performance, and HP’s test was one a prototype device. These combined factors mean that the 23,000 still sounds like reasonable enough performance for the Tegra 4.

  • Reply to

    Should Intel Change Strategies?

    by semiwiki Apr 27, 2013 10:18 AM
    justfine790 justfine790 Apr 27, 2013 9:51 PM Flag

    From TSMC call;
    On 16-nanometer FinFET, we have said several times that this is a change in cadence in our new technology introduction. It used to be 2 years per node and in the case of 16-nanometers FinFET, it follows just 1 year, by 1 year, the 20 SoC. So it is a quickening of cadence and that is because of market request, market requirements, customers' requests. Compared with the 20-nanometers, the 16 FinFET has same metal pitch but tighter front-end FinFET design rules. The reason we can introduce it so quickly after the 20 is because the 16 FinFET can leverage the learning from 20-nanometers in interconnect and in double patterning. The yield improvement of the 16 FinFET is ahead of schedule. It is on track to begin volume production within 1 year from 20-nanometers.
    --------------------------
    Steven C. Pelayo - HSBC, Research Division
    What quarter will be the first few percentage of revenues will come from 20-nanometer for TSMC?

    Morris Chang - Chairman and Chief Executive Officer
    What quarter will be the first 2% quarter?

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    Well, based on our current estimation, it will be roughly second quarter 2014.

  • justfine790 justfine790 Apr 27, 2013 9:39 PM Flag

    And from TSMC's call;
    Steven C. Pelayo - HSBC, Research Division
    All right, then, if you could just remind me, what -- when is 20-nanometer revenues going to start being 1%, or 2%, or 3% of revenue? I think -- I forgot if you guys could comment on it?

    Morris Chang - Chairman and Chief Executive Officer
    20-nanometer?

    Steven C. Pelayo - HSBC, Research Division
    Yes.

    Morris Chang - Chairman and Chief Executive Officer
    20 has not started.

    Elizabeth Sun - Director of Corporate Communication Division
    20 has not started.

    Steven C. Pelayo - HSBC, Research Division
    I know. When do you expect?

    Elizabeth Sun - Director of Corporate Communication Division
    When? First half next year.

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    You're asking about 20?

    Morris Chang - Chairman and Chief Executive Officer
    Well, she answered already, she said first half of next year. You actually set a pretty low hurdle. You said 2% or 3%, right?

    Steven C. Pelayo - HSBC, Research Division
    What quarter will be the first few percentage of revenues will come from 20-nanometer for TSMC?

    Morris Chang - Chairman and Chief Executive Officer
    What quarter will be the first 2% quarter?

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    Well, based on our current estimation, it will be roughly second quarter 2014

  • Reply to

    Should Intel Change Strategies?

    by semiwiki Apr 27, 2013 10:18 AM
    justfine790 justfine790 Apr 27, 2013 11:58 AM Flag

    eetimesDOTcom/electronics-news/4410725/FinFETs-hold-promise--peril--says-panel?pageNumber=1

    Joachim Kunkel, general manager of Synopsys’ IP core group, provided another snapshot of the progress to date.

    His group taped out a 20 nm test chip in April 2012 that showed working MIPI, PCI Express and USB interfaces using double patterning. A follow up 14 nm chip was a simpler device mainly focused on memory, and has not yet come back from the fab.

    “The design parameters for FinFETs are very different from those of the planar nodes,” Kunkel said.

    "The differences between the various FinFET processes available from the foundries today are significant enough that we have to start over [with IP development] each time," he said. "Also, most FinFET processes and design kits are still in the development phase, adding to the effort," he added.

  • Reply to

    KLAC falls down ..

    by dominateamerika Apr 26, 2013 9:53 AM
    justfine790 justfine790 Apr 26, 2013 10:28 AM Flag

    From their conference call;
    Richard P. Wallace - Chief Executive Officer, President and Executive Director
    Looking ahead to the remainder of 2013, our outlook for the industry CapEx investment in the year has moderated somewhat from our initial commentary in January, as our customers adopt a more measured outlook for new wafer capacity investment in the near term and prepare for the next node. We believe some of the major factors impacting the timing of equipment demand in the near term include uncertainty in the potential magnitude and breadth of participation among fabless customers for the 20-nanometer node, challenges associated with the transition from planar to 3D device architectures and a persistently weak global economy.
    ----------------------------------------------------------------------------
    Edwin Mok - Needham & Company, LLC, Research Division
    So just to follow up with that. For those developments today that you're saying those are targeting 20-nanometer, are they 14-nanometer and are they specifically for foundry? And I guess on your outlook for the year, are you not factoring in much 20-nanometer investment in the second half of this year?

    Richard P. Wallace - Chief Executive Officer, President and Executive Director
    No, not a lot of investment on the second half for 20, still some, but I would say a little broader participation. So maybe some of the players that haven't been as active in 20 already will participate, but we're modeling relatively modest on a compared basis. And toward the end of the year, more investment associated with maybe the later phases of 20 and some of the sub-20 work.

  • By Steve Dent posted Apr 19th, 2013 at 6:52 AM

    Never heard of Inhon? That might change with the Taiwanese computer maker's Blade 13 Carbon laptop, which it claims is now the world's thinnest and lightest. Tipping the scale at 870g (1.9 pounds) and 10.7mm, the company says it undercuts NEC's 12.8mm Lavie X by a whopping 2mm, while nipping the 875g LaVie Z by 5g. There are still weighty specs crammed into the package, however: a Core i5 or i7 CPU, 1080p screen, 128GB or 256GB SSD and 4GB of RAM. If you're looking for that kind of unencumbered power, the Carbon will also lighten your pocketbook to the respectable tune of $1,350, while a dialed-back 1,600 x 900 fiberglass version -- still radically lean at 12.6mm and 1,195g (2.6 pounds) -- will run a grand or so. These models will arrive in Taiwan in June, with no sign that it'll come to relieve us overburdened laptop users stateside.
    ( a ipad is 9.4mm thick, 1.4 pounds)

    engadgetDOTcom/2013/04/19/inhon-blade-13-carbon/

  • Intel responds to Microsoft's sucker punch, to power convertible Lenovo Yoga with Android next month
    Posted: 19 Apr 2013, 08:14, by Daniel P.

    Microsoft suckerpunched Intel with the decision to out a Windows version for ARM chipsets, and make Win 8 apps compatible with both ARM and x86 architecture going forward, but Chipzilla is striking back opening its silicon to some Android love in its turn.

    Intel is reportedly planning to power convertible tablet notebooks, running Android, and, just as we heard before, we might see the first one as soon as next month, the sources confirmed. This will be a variation of the innovative Lenovo Yoga design, but running Android, and sporting Intel inside.

    The Yoga screen half flips 360 degrees to touch the keyboard half and form a tablet, or can be used as a regular notebook with a physical keyboard. Other manufacturers have allegedly also responded to Intel's answer towards the Android tablet proliferation, and are prepping convertible notebooks with Google's mobile OS, and these include industry stalwarts like Hewlett-Packard, Toshiba, Acer and Asus. Check out the pics from our IdeaPad Yoga 11 hands-on below, now imagine this thing with Android, and hopefully cheaper.

    phonearenaDOTcom/news/Intel-responds-to-Microsofts-sucker-punch-to-power-convertible-Lenovo-Yoga-with-Android-next-month_id42123

  • Reply to

    TSMC call, 20nm production

    by justfine790 Apr 18, 2013 10:47 PM
    justfine790 justfine790 Apr 18, 2013 11:23 PM Flag

    Randy Abrams - Crédit Suisse AG, Research Division
    The second question, on 450-millimeter, it's pretty far out, but we're seeing Intel already spend about $2 billion to $3 billion on a 450-millimeter shell, when do you expect...

    Morris Chang - Chairman and Chief Executive Officer
    On what?

    Elizabeth Sun - Director of Corporate Communication Division
    On 450-millimeter.

    Randy Abrams - Crédit Suisse AG, Research Division
    18 inch. Yes, when is your expectation you'll have to start spending CapEx? And do you have any view on fab location at this stage?

    Morris Chang - Chairman and Chief Executive Officer
    Have we started to spend CapEx yet?

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    Not yet, we have to start to spend R&D. And we have a small team working on 450 but not really to start on the meaningful way in CapEx.

    Morris Chang - Chairman and Chief Executive Officer
    I think his question is when do we plan to start CapEx? Well, I think our schedule is 2016, isn't it?

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    In the 2016 time frame. That will be the time we start to spend CapEx.

    Morris Chang - Chairman and Chief Executive Officer
    So it's too early yet. Well, yes.

  • IBM reportedly in talks to sell server biz to Lenovo

    Summary: Big Blue is seeking up to $6 billion for its x86 server business, and Lenovo is a top candidate as it does not pose a threat to other parts of IBM's business.
    By Ellyne Phneah | April 19, 2013 -- 02:52 GMT

    IBM reportedly is in active discussions to sell its x86 server hardware business to Lenovo, in a deal that could be worth up to US$6 billion.

    According to a report Thursday by technology integrators publication CRN, which cited multiple sources familiar with the matter, the deal would encompass IBM's System x line which includes Intel and AMD-based tower, rack and blade servers.

    IBM is seeking US$5 billion to US$6 billion for its x86 server business, revealed a high ranking industry executive tracking the deal who spoke to the publication on the condition of anonymity.

    Lenovo emerged as a desirable candidate because IBM is only interested in selling its x86 server business to companies it does not view as a threat to other parts of the business, the executive said. Lenovo fits the bill because it does not have in-house storage, networking or converged infrastructure offerings, and does not have much of a footprint in the data center space.

    continued;
    zdnetDOTcom/ibm-reportedly-in-talks-to-sell-server-biz-to-lenovo-7000014244/

  • justfine790 by justfine790 Apr 18, 2013 10:47 PM Flag

    Steven C. Pelayo - HSBC, Research Division
    What quarter will be the first few percentage of revenues will come from 20-nanometer for TSMC?

    Morris Chang - Chairman and Chief Executive Officer
    What quarter will be the first 2% quarter?

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    Well, based on our current estimation, it will be roughly second quarter 2014.
    ----------------------------------------------------------------------------------------------------------
    Morris Chang quote,

    A few comments on 20-nanometers and 16-nanometers, FinFET. On 20-nanometers, risk production has started in the first quarter, that is last quarter. Engagements with the customers are on schedule, have scheduled 20 product tape outs for this year from multiple customer, many of these tape outs will drive high-production volume and yield progress on 20-nanometer is on track.

    On 16-nanometer FinFET, we have said several times that this is a change in cadence in our new technology introduction. It used to be 2 years per node and in the case of 16-nanometers FinFET, it follows just 1 year, by 1 year, the 20 SoC. So it is a quickening of cadence and that is because of market request, market requirements, customers' requests. Compared with the 20-nanometers, the 16 FinFET has same metal pitch but tighter front-end FinFET design rules. The reason we can introduce it so quickly after the 20 is because the 16 FinFET can leverage the learning from 20-nanometers in interconnect and in double patterning. The yield improvement of the 16 FinFET is ahead of schedule. It is on track to begin volume production within 1 year from 20-nanometers.

  • Intel reportedly buying on-demand API builder Mashery

    Summary: While also waiting for its PC and datacenter units to bounce back, Intel could have more Web-based software and networking intentions tucked away.

    By Rachel King for Between the Lines | April 17, 2013

    Intel is in the process of acquiring Mashery, a provider of API technology and services, according to a new report.

    ReadWrite reported on Wednesday that the unit will be merged with Intel's Services unit.

    The deal also appears to be extremely fresh given that ReadWrite also noted that the San Francisco-based company's employes were notified of the merger via email this morning. Some of them could be staying on with Intel, but it doesn't look likely that will be the case for everyone.

    Financial terms of the deal haven't been revealed yet, but it is expected to close during the second quarter of 2013.

    Aimed toward business and IT managers as well as developers, Mashery produces a number of solutions designed for deploying and managing APIs while offering bundled tools that report back about performance and business.

    According to the private company's website, Mashery has worked with over 170 brands to power approximately 44,000 active applications created by roughly 200,000 developers. Some tech-related examples include Comcast, Klout, Rdio, and Travelocity.

    It would make an interesting purchase for the microprocessor giant, which just revealed its new strategy for cloud–based networking centered around software-defined datacenters. Of course, that's more from the hardware perspective, so the addition of Mashery's portfolio ties up more ends on the software level.

    We pinged Intel for confirmation, and we'll update this post as soon as we hear back.
    zdnetDOTcom/intel-reportedly-buying-on-demand-api-builder-mashery-7000014173/

  • justfine790 justfine790 Apr 16, 2013 10:06 PM Flag

    Stacy Rasgon at it again;

    Intel foresees Q2 sales decline as PC market shrinks
    Reuters

    [Chief Financial Officer Stacy Smith told analysts on a conference call after Intel's earnings report on Tuesday that its upcoming Haswell chip, as well as new ultrathin laptops and an improving economy, would revive growth in the second half of the year.

    "That scares the hell out of me. They are holding to the same ultra-bullish forecast they gave before," said Stacy Rasgon, an analyst at Bernstein Research. "They are presumably pretty bullish on the new products they are planning."]

    From Intel's CC;

    Stacy Rasgon - Sanford Bernstein

    You spoke before about your increased confidence now versus last year. But if I’m just looking over the last three months, we have weaker results in Q1, which raises the operational bar for the second half, on both top line and gross margin, which suggests you’re even more confident in that back half ramp than you were three months ago, even in the wake of what looks to be pretty challenging market data. You’re also taking capex down, though, which would belie that increased confidence some.

    I was just wondering, could you help me identify the sources of that increased confidence in that back half ramp versus where you were three months ago, as well as help me rationalize that with the cut to the capex outlook.

    Stacy Smith

    First of all, just to make sure I’m not oversoaking things here, you really just need seasonal from where we are in order to achieve the low single digit revenue growth. So I don’t think we have a hugely high bar out there, and I went through a dissection of where I think the revenue comes from.

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