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BUILD 2012: Notes on Day 1 and 2 Keynotes

While the first day keynote fo BUILD 2012 event from Microsoft was far from developers’ hearts the second one was much closer. In the end of that it was disclosed that:

This BUILD is distinctly different: direct your imagination to exploit the platform capabilities.

Still the first day keynote served that purpose weakly while the second day’s one was quite good for that. So my recommendation is that after coming through these notes the developer-oriented readers could find more interesting materials in the associated Channel 9 discussion and session records. So go to the Build 2012 event site on the Channel 9 and select related videos of interest using the provided filtering capabilities.

Day 1 Keynote (Steve Ballmer)

Steve Ballmer and Steve Guggenheimer: Build Day 1 full transcript and video record of it on Channel 9

(There was also another keynote related to the announced Windows Phone 8 SDK by Kevin Gallo:

Build 2012: Microsoft launches SDK for Windows Phone 8 [networkworld YouTube channel, Oct 30, 2012] … full transcript and …the same video record of Keynote 1 BUT START AT [01:11:20] ESSENTIALLY AT [01:13:00] and read his blog post on Announcing the new Windows Phone 8 Developer Platform [Windows Phone Developer blog, Oct 30, 2012] from which it is especially important to draw the attention of developer oriented people to the referred from there to the Introducing Windows Phone SDK 8.0 [The Visual Studio Blog, Oct 30, 2012] and Announcing the release of the .NET Framework for Windows Phone 8 [.NET Framework blog, Oct 30, 2012] posts, and the following excerpts from those as well as from the keynote:

[from the keynote]

image

 

[01:19:38] Back in June I talked about how Windows Phone 8 was a foundational release, because we now share a common core with Windows. On top of this common core we have a common API set. You can now build shared components that are identical to both Windows and Windows Phone and use them inside of those apps. [01:20:00]
Following that: first a picture-sharing app is shown … already paired the phone and tablet using NFC … then it is shown how a photo image-editing app  written 10 years ago in C++ can be wrapped as a Windows runtime component, so it could be called from C#  in Windows Phone app … next how simple is to reuse the exact same code throughout the project inside of Windows 8 …
[01:24:17] talk about some of the new features coming to the Windows Phone 8 platform. …

image 

See all these other features that we’ve been adding to the platform over the last release. I want to highlight a lot of them there. I want to highlight a few. You asked us to make it easier to build fast and fluid UI. We delivered. We’re writing more controls to the platform and we’ve dramatically improved the performance of the existing controls. Your apps will be noticeably faster when you use them. You asked us to do more with Live Tiles. We delivered. We now support Live Tiles in three sizes. We also allow you to show notifications on the launch screen, and you can create and update the wallpaper of the phone directly from within your application.
You asked for speech support. We now support having full conversations in your app. So, not only can you launch apps, you can control them using speech. We’ve improved   you’ve asked for us to improve our dev center and store. We’ve streamlined our store. It’s now more efficient to submit and update your apps, and you have more ways to monetize your apps in our store. You asked for deeper integration with the phone experiences. We delivered. We’ve opened up our camera and now we support a feature called Lenses. We’re actually better multitasking. We support location-based applications running in the background, as well as first-class support for VoIP and video chat.
You asked for us to improve and to give you advanced networking capabilities. We’ve heard your request. For Bluetooth data transfer, peer networking with Bluetooth and Wi-Fi, as well as proximity connect with NFC. Our response is done, done and done. In total we’ve delivered on over 90 percent of the top developer requests. And over the next few days you will be able to have over 20 sessions to go into detail about how to use these in your apps. [01:26:40]
Then an AR Drone Quadcopter app is shown which comes with a native code library that allows communication with it and a front end built out in XAML. What follows that is a talk about native games, supporting C++ code, which allows to write high-performance physics engines, as well as audio libraries, and get access to low-level, hardware-accelerated APIs like Direct3D, with fully programmable shader support, both pixel and vertex shaders. … Then Unity is showing the first-ever demo of the Unity gaming engine running on a Windows Phone.  …
After that Richard Kerris from Nokia is coming to the stage first making publicity for the Lumia 920 and finishing with the annoumcement that every attendee will get a Lumia 920. Finally Kevin Gallo is closing with the announcement that Microsoft will reduce the individual registration for their dev center from the normal $99 to $8 for the next eight days.
[from the “Multi-Targeting Windows Phone 7.1 and 8.0 apps” of the Introducing Windows …]
With Window Phone SDK 8.0 and Visual Studio 2012 you can continue developing great Windows Phone 7.1 apps. These apps will run on Windows Phone 7 and Windows Phone 8 devices. The SDK comes with emulators for both Windows Phone 7.1 as well as 8.0 so that your apps can be validated on both these versions. … However, if you have an existing Windows Phone 7.1 project but wish to upgrade it to Windows Phone 8, you can do so with the new single-click upgrade feature. Once upgraded, apps will no longer run on Windows Phone 7.1 or earlier version devices.
[from the “Tooling support for ‘Compiler in the Cloud’” of the Introducing Windows …]
Windows Phone 8 managed application binaries are processed in the Store to improve your apps’ performance and to save battery life. As developers, you will be able to validate your apps’ real life installation and performance behavior. When deploying to the Windows Phone 8 device, tooling will automatically generate these processed binaries and use them for deployment and launching of the apps.
[regarding that see also my earlier Windows Phone 8 software architecture vs. that of Windows Phone 7, 7.5 and the upcoming 7.8 [June 22, 2012] post]
[from the “Much faster code with “Compiler in the Cloud”” of the Announcing the release …]
For Windows Phone 8, we adopted a new code generation approach that is much better suited to the phone, both to deliver higher performance and to save battery life. Windows Phone 8 apps are compiled to high-quality ARM code before they are downloaded and deployed on end-user devices. They are compiled in the Windows Phone Store, with an optimizing compiler that does not have to satisfy the time and power constraints of a just-in-time (JIT) compiler. As a result, end-users will enjoy very fast app launch times on Windows Phone 8.
These changes are specific to Windows Phone 8, but they also improve launch times for Windows Phone 7.x apps. Both Windows Phone 7.x and 8 apps can be pre-compiled to high quality ARM code in the Windows Phone Store, before being downloaded and installed on Windows Phone 8 devices. You and your customers get the benefits of pre-compilation, without requiring you to make changes to your app. You can test out the pre-compiled binaries on your own Windows Phone 8 devices using Visual Studio 2012.
While these changes provide significant performance improvements for end-users, they also help battery life. In Windows Phone 7.x, app code was compiled every time the app was launched, and the CPU was used to compile that code, requiring battery power. With the new code generation approach in Windows Phone 8, apps are compiled in the Windows Phone Store with AC power generated from the Columbia River in Washington. That’s a better battery to use than yours! As you can see, we’ve removed an entire category of battery use on end-user devices.
[from the end of the Announcing the release …]
We recognize that many of you have a C# XAML Windows Store app or plan to write one soon, and it may well be similar in form and function to the companion Windows Phone 8 app. To enable you to share code across the two apps, you can use a feature we announced a little while ago – Portable Class Libraries. Visual Studio 2012 Professional and Ultimate SKUs have built-in support for creating Portable Class Libraries. If you have not explored using Portable Class Libraries before, the Targeting Multiple Platforms with Portable Code blog post has a good overview. You can read more about how to architect your code and leverage Portable Class Libraries in the MSDN Magazine article titled Create a Continuous Client Using Portable Class Libraries.
See also: Nokia gives a Lumia 920 to all //Build 2012 attendees
[LeFinFinnois YouTube channel, Oct 30, 2012])

[1:35:45] Steve’s phone
[1:36:46] Start speaking:

Build 2012: 4M upgrades to Windows 8 in four days, says Microsoft CEO Steve Ballmer [networkworld YouTube channel, Oct 30, 2012]
– in last 3 days 4 million Windows 8 upgrades sold
– 1981: launch of IBM PC … 1975: Windows 95 (also for Internet) … 2012: Windows 8 and Windows Phone 8

[1:53:09] experience demos on new “Windows 8 generation” hardware:

Build 2012: Steve Ballmer shows off an 82-inch Windows 8 slate PC at Build 2012 [networkworld YouTube channel, Oct 30, 2012]

  1. Perceptive Pixel, 82” “slate”: … OneNote, New Office with touch as 1st class citize built-in …
  2. Dell XPS One 27” all-in-one: … Jessica Alba on Xbox video  and elsewhere (searching and sharing systemwide capabilities), lock …
  3. Smartphones: 4.8” Samsung ATIV S very personalized, HTC 8X with wide angle camera very thin very light, Nokia Lumia 920 with beautiful screen you can see very well in daylight with ink annotation earlier entered automatically rolled
  4. ASUS Vivo Tab RT: 1.15 lbs tablet (with Tegra 3) with detachable keyboard: … pinning to the start screen with live information (every developer can do and advized to do)
  5. Microsoft Surface: with TouchType … the best expression of the “PC meets the tablet” with Xbox Music built-into … built-in kickstand for …
  6. Lenovo ThinkPad Tablet 2: of 1.32 lbs which will be launched in next few weeks with Intel Atom processor: … with built-in stylus … new touch version of Microsoft Outlook .. making annotations
  7. Acer Aspire S7-191: … to surpise most of the people … with 2.38 lbs … very thin, very light notebook … also touch based … touch laptops are really cool … this type of machine will be also to do software development … new MSN for Windows 8, a website (not an app) optimized for IE10 and touch

all [groups in Microsoft are] in … video shown in connection with Xbox [2:19:23] VIDEO

[2:20:36] Steve Guggenheimer:
– last 5 years spent with OEMs: inflection point for hardware industry
– marriage of hardware, software and services in some case are demoed: … Disney game brought to Windows 8 (others from Disney coming) … (as other end of spectrum) from apps already built an Autodesk app for which making a complementary Sketch application (or service) … going to mobiler devices or from mobiles to … monetization (via Store or your own) with inapp purchase or advertising (PayPal to be released in a couple of weeks)
reimagining software, the applications (bringing to the market brand new apps): e.g. the result of the “Windows 8 journey” of the new ESPN application (by VP on the scene)
[2:36:22]

(See more in Guggenheimer’s post on The Business Opportunity with Windows 8 [The Official Microsoft Blog, Oct 30, 2012] as well as the Making money with your app on the Windows Store session by Drew Robbins published as a Channel 9 video recorded)

Ballmer back:
– example of some brand new apps available in Microsoft Store
– today: SAP announced, DropBox announced, Twitter announced
– magic of “Live Kinect”
– Why write for Windows 8? … lot of reasons … but volume is perhaps the most important … Windows 8 takes less resource than Windows 7 … vitality and explosion brought to the PC market, 400 million new devices you could target … Windows Phone … Microsoft will do more marketing and better marketing for Windows 8 systems and Windows Phone … this is the market which will explode … the best opportunity to make money …
for every attendee: 100 GB SkyDrive storage + Microsoft Surface RT
[2:046:00]

Day 2 Keynote (Satya Nadella)

Satya Nadella, Scott Guthrie and Jason Zander: Build Day 2 full transcript and video record of it on Channel 9

[16:00] … new era of Devices & Services … very similarly on back-end we are reimagining the “Other” Windows … webscale services everywhere with diversity (SkyDrive, Office 365, Bing …) …

(See also Nadella’s post on Reimagining the “Other” Windows [The Official Microsoft Blog, Oct 31, 2012]

Device-centric apps
– announced Windows Azure Mobile Services: Josh Twist to the scene … creation of an event buddy service etc. … full app  [37:00]
– Windows Azure ISV usage examples

Web as the next application pattern
– … Scott Hanselman to the scene … videos on Windows Azure exposed as an ASP.NET application (from existing ASP.NET app into a touch enhanced one, both for web browsers and Windows 8 clients )  … [50:56]
– a lot of apps taking advantage of ASP.NET with touch enhancement
– make Scott Hanselman’s app and take it even richer … make building cloud-scale apps very easy
Scott Guthrie to the scene … about Windows Azure Media Services (exposes REST API): in a ~1 min have a media service around which can program further … incremental publishing story … introducing a background service … have a built-in monitoring support … [1:18:20]
– Announced: Windows Azure SDK October Update etc. … huge opportunity to boost …

The new lifecyle of [cloud-scale] webapps
– GA of the Team Foundation Service [1:22:15]
Jazon Zander to the scene … [1:27:26]

Cloud scale for enterprise apps
– tremendous amount of traction with enterprise adoption of Windows Azure
– 3 specific things (services) for that (very attractive for develeopers): 1. extending Office (SharePoint as a back-end especially) 2. service bus 3. identities (federation etc.)
– video clip of a SaaS ISV company using these services: Workday [1:35:22]

Data-centric
– building the data platform to do more: … all kind of data types … OLTP .. stream data … HADOOP … adding machine learning modules … loading into in-memory distributed database [1:38:11]
Dave Campbell to the scene … how to listen to services making refinement etc. … (past year’s) BUILD sessions as viewed overall … last week announced HDinsight (… HADOOP …) … Hive (a structured query language) … a LINQ provider … integrated Hive ODBC into Excel … geocode the country names … >>> building a user-specific recommendation engine based on all that … [1:49:25]
– … Halo 4 on Windows Azure (Nov 6) also the first customer to use HDinsight … adding features based on recommendation stuff … so change the code base in a lot of ways

(See also the related Microsoft feature story for the press Meet the ‘Plumbers’ Powering ‘Halo 4’ Infinity Multiplayer published on Oct 31, 2012).

Wrap-up showing the progress and achievements 
a distinctly different of this BUILD: direct your imagination to exploit the platform capabilities [1:53:16]

China’s HW engineering lead: The Rockchip RK292 series (RK2928 and RK2926) example

It was totally unexpected for a US company starting a new device project in China back in 2007 what kind of support network of vendors and designers was available for them in Taiwan or just across the water from Taiwan on the mainland. Here is an authentic recollection of that experience:

WHERE THE MIDDLE CLASS MANUFACTURING JOBS GO? [David Dehghan’s tumblr microblog, Feb 5, 2012]

This NY times article [How the U.S. Lost Out on iPhone Work, Jan 21, 2012] is a great example of why it’s so hard to create middle-class jobs in the U.S. now. From personal experience I can confirm all the point made in this article with respect to electronics manufacturing.

A few years a go [according to this and that it was around 2007] we were building a new phone and a special base station for it at Microsoft.

We designed most of the electrical and mechanical parts in Taiwan because that was where the support network of vendors and designers existed around you. If you wanted a new PCB board re-designed and manufactured it would be ready for you within hours. That would have taken a week in US. In Xiamen (just across the water from Taiwan on the mainland) we designed and built the special base station for the phone. When we wanted to select cables and connectors we just called the sales rep from the neighboring factory and he was in our meeting room within 30 min. We didn’t like what they had and we called another one he too was there within 30 min. With samples and designs in hand. Whatever we wanted they could manufacture within a day. It was pretty incredible.
Also the quality of craftsmanship was very high. People took care of producing the PCB boards and plastic phone enclosures we had ordered. The vendor network had all the latest prototyping and design equipment you could think of. There was no reason to get out of Taiwan or south of China for anything. They would beat any one on price, flexibility, and quick turnaround.
There is zero chance you can bring that echo system back to US or western world. There is never ending supply of cheap, qualified and trained manufacturing workers coming from inland China.
Now lets continue our debates about same sex marriage, abortion and border guards. Or Tibo, or whatever the hell his name is.

Five years later we have now a significant evolution from that when China has not only manufacturing lead in the digital products, but engineering lead as well, and along the whole value chain, from designing the SoCs to the finished products themselves! Mainland China could even rely on itself in all that.

Here is a very recent video showing the latest results of leading hardware engineering from mainland China: the Rockchip RK2928 specifically developed for the $40 and up entry level market of 2013 Android tablets, which was just first shown on the HKTDC in October 13, and here they have the first tablets on show already:

$49 RK2928 7″, $95 RK3066 8″ and other tablets by Firstview [Charbax YouTube channel, Oct 24, 2012]

I show around some of the latest tablets by Firstview.

Major learning for me here: with the IPS screen the cost is only $6 more.

FirstView (ShenZhen FirstView Electronic Co.,Ltd.) is one of the typical midsize factories in Shenzhen with 200-300 actual employees, established in beginning of last decade (2001 actually), growing from simpler digital products like MP players, photo frames, digital cameras etc., but now producing mostly tablet PCs, netbooks etc. with production capacity of 10,000pcs-20,000pcs of finished products per day and exporting worldwide as described in their “About” page titled still Jing Han Optronics_Tablet PC _ books _ Digital Photo Frame _MP4 player _MP3 play:

We are proud of our internationalism— 80% of our products are sold to developed countries in Europe and the Americas with the remaining 20% being sold in Asia, Africa and domestically. All of our products get the ROHS, CE, FC C Certificate. Having been cooperating with world-famous companies, such as Wal-mart, we are able to keep up with the latest international trends.

Companies like FirstView have quite broad, quite price competitive products which technologically always represent the latest advances. How are they able to achieve that given not really big resources, especially in terms of engineering.

Let’s look at this from the example of the latest Rockchip SoCs through the whole engineering and manufacturing chain:

A single core Terminator: Rockchip launched the strongest single-core chip RK2928 on the 2012 Hong Kong Electronics Fair [Rockchip press release in Chinese, Oct 18, 2012] as translated by Google and Bing with all the necessary manual editions:

The annual Hong Kong Electronics Fair was held between October 13 and 16, 2012 in Hong Kong, as scheduled. As a world-renowned exhibition, each electronic exhibition will attract many domestic and foreign firms, and the media are invited to attend on a grand scale. The famous RK3066 chip brand was launched on the 2012 Hong Kong Electronics Fair in April, and Rockchip was again to bring new products to participate in the 2012 Hong Kong Electronics Fair.

Single-core Terminator chips: the RK292 series

On the current Electronics Fair Rockchip showcased its latest research and development of a new chip series – the RK292 series. Compared to the classic generation of RK29 series, the RK292 series chips are designed for the single-core Cortex A9 architecture and 1GB DDR3 memory, with which there will be nearly 30% increase in performance compared to the previous generation.

image

The parameters of RK292 series chips

The series RK292 chips are upgrade products of the RK29 series, mainly for the low-end market, changing the Cortex-A8 architecture by turning to the popular Cortex A9 architecture. This has been done in such a way that while the performance is increased significantly, however the power consumption has been reduced compared to the previous generation. As such it can be described as a single core Terminator. It is understood that products equipped with the Rockchip single core solutions, aimed primarily for the European and developing countries markets, will become the lowest cost offerings among the industry’s single-core tablet solutions [said to be here and here aimed at $40 and up tablet price, ?probably in quantities of at least 1000?].

imageTablet equipped with the RK2928 chip [shown at HKTDC]

imageTablet equipped with the RK2926 chip [shown at HKTDC]

The RK2928 parameters in English from here:

image

Cheap Killer Strikes – Rockchip launched RK2926, RK2928 for Android Tablet PC [TabletPCPhones.com blog, Oct 17, 2012]

… RK2926/RK2928 is updated from RK2918, and they are changed in the old architecture of previous generation products, using the new Cortex-A9 architecture, support DDR3 and DDR3L [from the above parameter sheets it looks like that DDR3L is just for RK2928], and built-in Audio CODEC, LVDS have DVFS-power adjustment, you can support MLC NAND / E-MMC and i-NAND flash memory. RK2926 and RK2928 chips are slightly different in terms of functionality, the latter has integrated support of the HDMI 1.4a Controller and GPS baseband. In addition, both packages are different, the RK2926 chip uses LQP176 package, while the RK2928 chip using the BGA313 package. …

Currently Rockchip, located in the exhibition area 1CON, has shown the prototype Tablet PC of RK2926/RK2928, but because of IP licensing confidentiality, clocked graphics core specific configuration can’t be disclosed, but also no detailed performance test. Just from the point of view of the experience to get started, compared to the previous RK2918 Tablet PC operation,  the fluency has improved, casual game can smooth run in prototype at the same time, and you would not feel a significant fever situation, the overall experience is still good for entry-level tablet PC market, this performance should be considered good. …

About the Rockchip company and especially about the immediately preceding generation RK9218 SoC, as well as their current flagship RK3066, you can find plenty of information in MWC 2012: Fuzhou Rockchip Electronics [this same blog, March 13, 2012]

Now a mid-size video about Rockchip RK2928 and RK2926 launched at the HKTDC Electronics Fair [Charbax YouTube channel, Oct 13, 2012] with the Marketing Vice-President of Rockchip, Chen Feng:

Rockchip Vice-President Chen Feng presents their new single-core ARM Cortex-A9 SoC for cheaper, faster, lower power consuming tablets! They call it the Single-core Terminator. They simplify to lower the cost of the SoC thus of the entry-level ARM Powered device all the while improving the performance to provide for better entry-levels tablets. Contact details for Rockchip are at: http://armdevices.net/2012/10/13/rockchip-rk2928-and-rk2926-launched-at-the-hktdc-electronics-fair/

– RK2928 is [0:16] “so far the best performance single core product” [0:20]
– RK2928/26: [0:50] “next year tens of millions of these chip’s products” [0:55]
for the RK3066 and above market [1:14] “soon we will have the 28nm chip [version] coming out, lower the cost, higher performance, lower power. And at the end of the year we will have four-core 28nm product coming out.” [1:30]
the GPU in RK2928/RK2926 [2:18] “is a mystery … but there is a good GPU here” [2:24]
– regarding the smartphone market [9:10] “We have a very long view for that market. So we are also doing baseband but it’s … We’re always working on it. But when it will be our main business we will carefully seek. [9:29]
– [10:52] “We want to get into the notebook [too], so … Once the software environment getting mature, that the Android and more mobile people write applications on the platform. So sooner or later the software won’t be an issue, but [the issue becomes] how you can make the best [notebook] product. … There are rumors on the market Microsoft might port Office to Android, right? [11:44]

PCB Design House: Rockchip RK3066/RK2926 at Shenzhen Inpad Digital Technology [Charbax YouTube channel, Oct 21, 2012]

– When did you get RK2926 in house? [2:30] “We got it 1st of October. … Made PCB in 2 weeks only. [2:49]
– [5:02] How can you as company optimize the price [making] low, and power [too]? How can the team to do that, how you do this?  [6:39] “Basically they [a separate team] communicate with the customer to understand their requirements, and based on that requirement they will choose the right component or do the right design for the customer. And also to simplify the design and process, so they can cut off the cost. [7:00]
– [10:03] So how many people work here? [10:06] “About 40 people. … About 30 engineers, 10 sales and our working staff.” [10:27]
– [10:26] So you are a PCB Design House. You get the CPU from Rockchip, you put that into PCB, and then work with the SMT, OEM, manufacturer? [10:37] “Yes” Different companies? [10:39] “Yes” So you work together? [10:41] “Yes”
– [10:44] How many PCBs are made with your design every year? [11:04] “More than one million.” Different manufacturers, not only one? [11:10] “Different” All in Shezhen? [11:15] “No … Some customers are in other provinces.” [11:24]

China Fabless: Rockchip rattled by Android tablet wars [Junko Yoshida at EE Times, Sept 25, 2012]

Just nine months ago, Fuzhou Rockchip Electronics, a developer of apps processor for tablets, looked almost invincible. …

… since then, the Android-based media tablet market has gotten far more competitive. By volume, the Android tablet sector has grown to an estimated 80 million units, outpacing the 75 million iPads sold by Apple thus far, according to estimates by Rockchip [marketing] vice president Feng Chen.

At the beginning of 2012, the target price of a 7-inch capacitive screen media tablet featuring Cortex-A8 was $99. That price has since dropped to around $65, due largely to Allwinner, a red-hot Chinese fabless company that has flooded the tablet market with its own turnkey system. … Rockchip’s situation vividly illustrates the challenges most Chinese fabless chip companies now face.

Notes regarding Allwinner:
#1 After checking a number of SoCs for a Linux and FLOSS related, it was found [on Dec 14, 2011] by a UK based platform initiative that Allwinner A10 – ARM Cortex A8 SoC… has been developed in, and is sold in, the People’s Republic of China. Its mass-volume price is around $7, yet it is a 400-pin highly feature-rich 1.2ghz ARM Cortex A8 with a MALI400 GPU. It has the distinction of having the highest bang-per-buck ratio of any SoC available at the time of writing, by quite a margin. Its price and features is causing massive disruption of the tablet market in China (a minor recession was caused by widespread cancellation of prior committments to other SoCs!), as every factory in Shenzen scrambles to compete with hundreds of other factories for the same end-user market: tablets and PVRs.
For comparison: TI has brought out a new $5 ARM Cortex A8, but it is limited to 500mhz and it is extra cost for the version with a PowerVR 3D GPU. Ingenic’s jz4770 is about $7 in mass-volume but it is a 1ghz MIPS with a Vivante GC600 3D GPU. Details are harder to get hold of regarding the jz4770, but its interfaces are known not as feature-rich as the Allwinner (no HDMI output for example). AMLogic’s Cortex A9 is $13 in mass-volume, but is limited to 800mhz and a maximum of 512mb of RAM. …”
#2 At the end of February it was reported from China that: “Based on high cost performance, Allwinner A10 has good sales after the Spring Festival. The chips with high cost performance are welcome. … RockChip chips became cheaper and cheaper since Allwinner released A10. As the first chip of Allwinner, A10 is released with cheap price, which makes it has good sales. Allwinner is a famous company in MP3 times so that Allwinner has a strong customer base. In addition, A10 has few bugs since it is released. The performance of other chips is not stable in the beginning, such as RK2808 and VIA8505.
The agents who have ordered VIA chips go to order Allwinner A10. VIA will release VIA8850 next month [but mass production just started in June, see later] which is based on A9 core. The performance is not different from A10. It means that it does not have any advantage. VIA8850 will be cheaper than Allwinner A10. Allwinner will release A13 to compete with VIA8850 so that VIA will get in a difficult position. [Was more expensive than the [$5 priced] A13 when mass production started in June]”

During a recent interview with EE Times here, Rockchip’s Chen said, “This is a new world war we’re fighting.” … Indeed, nearly every apps processor [sic, SoC] vendor here is in a rough spot because “the time-to-market requirement has gotten much shorter,” he noted. “Worse, catching the market rhythm or cycle — at the right time – has become much harder.”

“… now, as end-product cycles get shorter, we do everything from designing a chip to developing a board and software that goes around the hardware — literally within a couple of months,” he explained. In March, for example, Rockchip started to design its delivered samples of RK3066, a dual-core Cortex A9 chip with a quad-core Mali-400 GPU. By April [15], it hustled to showcase sample tablets based on the chip at the Hong Kong Electronics Fair. By May, the company began shipping the new apps processor to its customers.

Note regarding the timing of RK3066 SoC development:
– The initial version of RK3066 datasheet brief is dated Oct 30, 2011. the 1.0 version of it February 15, 2012.
– The RK30xx platform was announced on Feb 27, 2012 with information that “Dual-core ARM Cortex-A9 processor with up to 1.4GHz speed, implemented with Artisan Processor Optimization Pack (POP)” and that “Samples of the Rockchip RK30xx platform will be available in March 2012.”

Unlike other startups here, Rockchip has been profitable from the start. But as the tablet battle heats up, it also needs to find a way to move to the next level. “We are fighting a world war. We need the world’s top talent.”
The company also needs access to capital. Without it, Rockchip can’t even think about mergers or acquisitions. Organic growth alone won’t get it to the next level, Chen acknowledge, saying he expects consolidation in the Chinese fabless sector but “no Chinese companies want to give up.”
Lastly, Chen said, “We need to be clear on the market” so that Rockchip can choose its battles.

Factory Tour: Allwinner A10 PCB SMT line at the Jia Chuang Bo factory [Charbax YouTube channel, Oct 20, 2012]

This video shows how the Allwinner A10 ARM Cortex-A8 PCBs are being finalized, fixed, checked before they are inserted in the cheap Android tablets on the floor above. Contact details for this company are available at: http://armdevices.net

SMT = Surface-mount technology

Factory Tour: $61 [in quantity of 1000] Allwinner A13 9″ Tablet being assembled at Jia Chuang Bo [Charbax YouTube channel, Oct 19, 2012]

This is where we are now. The 9″ 16:9 capacitive Android tablet is $61. Based on the super cheap Allwinner A13 (no hdmi) system on chip, this is the assembly and boxing line. Contact details for this company are available at: http://armdevices.net

Factory Tour: 9.7″ IPS 3G Allwinner A10 Tablet for $152 being assembled by Jia Chuang Bo [Charbax YouTube channel, Oct 19, 2012]

They are assembling right now some 10.1″ and 9.7″ Allwinner A10 tablets on this assembly line. Contact details for this company are available at: http://armdevices.net … a new model … very slim … with 3G … without 3G $135

Jia Chuang Bo future products [Charbax YouTube channel, Oct 19, 2012]

They got $105 10.1″ 1024×600 RK3066, $115 10.1″ 1280×800 IPS RK3066, compact A10/A13 with 3G and more. A10 with ?IPS display?$135. … $30 plus for 3G. … chepeast A10 with standard industry design for $43 … full capacity: 100K units per month (also at another place, while at the place seen in the videos 30K/month)

SHENZHEN JCB TECHNOLOGY CO.LTD [March 14, 2011]

HAICHUANG TECHNOLOGY (HK)CO., LIMITED   registered in HONGKONG, which is the head office of SHENZHEN  JIA CHUANG BO Technology CO.LTD.

SHENZHEN JIA CHUANG BO TECHNOLOGY CO., LTD , founded in 2001, which is a professional factory in designing, researching, manufacturing and marketing computer peripherals. We focus mainly on MID/Tablet PC and Media players. Now we have a workshop of 3,000 square meters and employ more than 300 staffs.

We uphold advanced management philosophy, adopt flexible management model, focus on R&D, and has strong brand awareness, independent intellectual property awareness and quality control awareness. which makes us get into overseas market successfully such as North America, South America, Eastern Europe, Southeast Asia, Midlle East, Western Europe.
Attaching great importance to quality, our company applies ISO9001:2000 standards in purchase of material, R&D, production, inspection and sales. Environmental testing and reliability testing are also part of our standard procedure. Professional R&D team and efficient production team provide a solid foundation for our high-quality products. Quality has always been our first priority. All of our products have passed CE, FCC related certifications. all employees recognize that quality is the life of enterprises and the core of competitiveness. Before all the products entering your market, all the finished products must undergo ten-minute pass vibration test and eight-hour aging test.
We also offer OEM/ODM products and we pride ourselves on the ability to stay up-to-date in the rapidly changing market. OEM orders are welcome. We offer OEM/ODM services. Our R&D engineers can develop one new item in one week as your requirements. We have an innovative R&D team that is dedicated to meeting your requirements specifically.
Because of the good reputation and perfect pre-sale/in-sale and after-sales services, we have established the long-term and stable strategic partnership with many famous suppliers at home and abroad.
Our service  “Excellent Quality, First-Class Service, Best Price” is our working tenet.we take honest as the best policy and customer is the god as our business principle .
Your trustworthy partner, is looking forward to establishing win-win business relationship with new friends all over the world.

You can also browse through their current products (only MIDs/tablets now from 7” to 10”).

ASUS: We are the real transformers, not Microsoft

Unveiling the ASUS Vivo Lineup [asus YouTube channel, Oct 12, 2012]

[http://www.asus.com/vivo] [http://www.facebook.com/ASUS] ASUS Windows 8 products Teaser Alert! Join us on October 23 in NYC to witness for the very first time.

Here ASUS likens the New York City announcement for its touchscreen Windows 8 devices to the Apollo moon missions, the appearance of television, great sport events, Elvis Presley’s concerts, the fall of the Berlin wall, and having a child. Note that the ASUS rollout will come 3 days before Microsoft will launch its own offerings. 

ASUS has definitely a lot of things to be afraid of Microsoft. Look at this latest The making of Microsoft Surface [surface YouTube channel, Oct 16, 2012] video from Microsoft:

Get a more in-depth view of the making of Microsoft Surface.

or this The Surface Movement [surface YouTube channel, Oct 15, 2012] published a day before:

So ASUS also launched an Eee Pad | Transformer Pad Infinity | Videos site on October 15, 2012, the same day as Microsoft made its new Surface with Windows RT available for pre-order with promised delivery by Oct 26. The below video is one the four available on that site:

Experience the ASUS Transformer Pad Infinity [asus YouTube channel, July 24, 2012]

[http://eee.asus.com/en/eeepad/transformer-infinity/] The Transformer Pad Infinity is ASUS’ new flagship tablet, boasting new technologies that allows it to stand above the competition. From a Full HD screen to the fastest NVIDIA Tegra 3 processor available, the Infinity is designed to be both a productive workstation and multimedia powerhouse.

There are three other videos which were made available on June 24/25, just after the Microsoft Surface was shown first time with big surprise: see Giving up the total OEM reliance strategy: the Microsoft Surface tablet [on this blog, June 19 – July 30, 2012].

In fact ASUS had a special press release with those three videos, explaing its leadership versus Microsoft with some text as well:

The ASUS Transformer Pad Design Story [ASUS press release, June 25, 2012]

Always at the forefront of technology, ASUS has proven with its Transformer Pad family of tablets that they are in tune with what consumers require from their mobile devices. Launched in March 2011, the [Tegra 2-based] Eee Pad Transformer showed ASUS’ ingenuity and innovative thinking with the Mobile Dock design. With the philosophy of “design thinking” implemented deep into the ASUS work culture, the Transformer Pad design team set out to create a tablet that not only provided media consumption, but also productivity for professional use. The tablets have evolved, and are now offered in a variety of price points and specifications, including the new Transformer Pad and Transformer Pad Infinity.


To celebrate the success of the Transformer Pad family of tablets, ASUS has created a series of videos detailing their story. Also available are interviews with various product directors and designers, so those who have purchased a Transformer can understand where it came from and better connect with their device.

Getting Ready for Transformation


Every product created has a story, starting off from design sketches and following a long process cycle before a finished product is ready for mass production. The Transformer Pad family’s story starts with a brief introduction from ASUS Chairman Jonney Shih, and follows with an interview from a product director and the various stages of thought and design, then moves on to discuss how the Design Team moved ahead in creating the Eee Pad Transformer Prime. At the end is a peek of what’s in store for the future of the Transformer Pad family. The video is available for viewing via YouTube, at http://youtu.be/QWYTghVZpNo .

[ASUS Transformer Pad – Getting Ready for Transformation [asus YouTube channel, June 24, 2012]]

The Next Transformation


Even before the success of the Eee Pad Transformer and Eee Transformer Prime, work was already well under way with the next two models: The Transformer Pad and Transformer Pad Infinity. With the foundations and lessons learned already in place from the original Transformer, ASUS set about designing their latest tablet offerings based on customer feedback to reach an even broader audience. The story of the new Transformer Pad family continues with the second design video, available to view via YouTube at: http://youtu.be/bqus37RcTSY

[ASUS Transformer Pad – The Next Transformation [asus YouTube channel, June 24, 2012]]

ASUS Transformer Pad Infinity


Similar to the other tablets in the Transformer Pad family, the Infinity features true 2-in-1 innovation with the Mobile Dock. Everything that made the Transformer Pads the most sought after Android tablet has been made even better in the Infinity, most notably the Full HD display that provides super crisp images and video to users. At the heart of the Transformer Pad Infinity is NVIDIA®’s Tegra® 3 T33 4-PLUS-1™ quad-core CPU, which also contains a 12-core GeForce® GPU. The extra battery-saver core on the CPU handles low-power tasks such as active standby, music and video, and is transparent to the OS and applications. Running at 1.6GHz, the Transformer Pad Infinity’s quad-core processor drives the incredible Full HD experience, while the display’s 16:10 aspect ratio, 1920 x 1200 native resolution and wide 178-degree viewing angle means it’s perfect for watching Full HD video, playing the latest HD games and also browsing the web – both indoors and outdoors, thanks to the ultra-bright Super IPS+ technology built into the display. A 2MP front 8MP rear camera with large F/2.2 aperture and 5-element lens is tucked into an ultra-slim profile that’s 8.5mm thin, and features a metallic spun finish design that is beautifully accented in either Amethyst Gray or Champagne Gold colors. To highlight the launch of the Infinity, a video detailing its technical specifications has been created so consumers can see the attention to detail that went in to creating a device that is powerful yet fashion savvy at the same time. The video is available for viewing via YouTube, at http://youtu.be/s7YvXgHe5UY .

[Exploring the ASUS Transformer Pad Infinity [asus YouTube channel, June 25, 2012]]

And on the same day there came a press release from ASUS:
ASUS Sets Benchmark for Mobile Entertainment with the Transformer Pad Infinity [June 25, 2012

Experience entertainment like never before in glorious Full HD
First unveiled at the Consumer Electronics Show in January, the ASUS Transformer Pad Infinity is the world’s first Full HD Android™ tablet and sets a new benchmark for mobile entertainment. Featuring a Full HD 1920 x 1200 Super IPS+ display with Corning® Gorilla® Glass 2, ASUS SonicMaster technology, Android™ 4.0 Ice Cream Sandwich and an incredibly thin design complete with our exclusive metallic spun finish, the ASUS Transformer Pad Infinity is the perfect companion for the heavy media consumer who is constantly on the move. It’s not all play with the ASUS Transformer Pad Infinity though as the unique detachable Mobile Dock accessory transforms it from a tablet into a notebook. When docked, total battery life is rated at 14 hours and productivity is increased with the full QWERTY keyboard, multi-touch touchpad and USB/SD card ports.
Incredible Entertainment
At the heart of the Transformer Pad Infinity is NVIDIA®』s Tegra® 3 T33 4-PLUS-1™ quad-core CPU, which also contains a 12-core GeForce® GPU. The extra battery-saver core on the CPU handles low-power tasks such as active standby, music and video, and is transparent to the OS and applications. Running at 1.6GHz, the Transformer Pad Infinity’s quad-core processor drives the incredible Full HD experience, while the display’s 16:10 aspect ratio, 1920 x 1200 native resolution and wide 178-degree viewing angle means it’s perfect for watching Full HD video, playing the latest HD games and also browsing the web – both indoors and outdoors, thanks to the ultra-bright Super IPS+ technology built into the display.
Completing the Transformer Pad Infinity’s armory of entertainment-rich features is ASUS SonicMaster audio technology. Tuned by the ASUS Golden Ear team, SonicMaster Sound technology features a combination of advanced hardware and software designed to deliver immersive and lifelike audio.
Beautiful Design
The Transformer Pad Infinity features the gorgeous metallic spun finish that characterizes the ASUS Zen philosophy first unveiled with the ZENBOOK™ and Transformer Pad Prime, and comes in two stylish colors: Amethyst Gray and Champagne Gold. Thanks to the forged aluminum construction, the Transformer Pad Infinity is just 8.5mm thin and weighs only 598g, meaning it can easily be carried around all day. When combined with the ASUS exclusive Mobile Dock, the Infinity turns into a productivity workstation with up to 14 hours of extended battery life – the full QWERTY keyboard and multi-touch touchpad deliver a true notebook experience, while the USB port and SD card slot provide additional storage options for the business-focused user.
Wonderful Memories
An excellent 8MP rear camera with auto-focus and an LED flash allows the Transformer Pad Infinity to take sharp, vibrant and highly detailed photos thanks to its large F/2.2 aperture, 5-element lens, back-illuminated CMOS sensor, touch-to-focus capabilities, shallow depth of field, low light noise reduction and a wide 75-degree angle of view (28mm equivalent focal length). The rear camera also has the ability to record Full HD 1080p video at 30fps, while the 2MP front camera is ideally suited to video conferencing. With 32GB or 64GB of internal memory, 8GB of free storage on ASUS WebStorage for life, and a variety of external storage options, Transformer Pad Infinity users will be able to store and share their memories anytime, anywhere.
Unrivaled Capabilities
Running the Android™ 4.0 Ice Cream Sandwich operating system, the ASUS Transformer Pad Infinity offers unrivaled performance and flexibility with advanced multitasking, rich notifications, customizable home screens and deep interactivity. Combining this with the blisteringly fast NVIDIA Tegra 3 processor, Full HD Super IPS+ display, the ultra-slim design and beautiful metallic spun finish makes the Transformer Pad Infinity the perfect mobile entertainment companion.

Indeed Infinity was introduced back in January as you could see in ASUS press release [CES 2012] ASUS Embraces the Spirit of the Incredible at CES 2012 [Jan 10, 2012]

… ASUS also introduced the new Transformer 700 series — a premium 10.1” tablet that takes the Transformer series to new heights. Like the [Eee Pad Transformer Prime] TF 201, audio comes by way of the ASUS-exclusive SonicMaster technology. It features a Full HD 1920 x 1200 resolution screen that introduces users to a viewing experience never before seen on tablet PCs. In addition, it has an upgraded front facing 2MP camera along with a rear-facing 8MP camera with a F/2.4 aperture. The built-in LED flash allows for clear, bright photos even in low light environments. In terms of productivity stakes, the pre-installed SuperNote app is ideal for note-taking, with a user-friendly design that allows for easy file sharing while at the same time keeping data secure. …

while information about the “first generation transformers” is in my NVIDIA Tegra 3 and ASUS Eee Pad Transformer Prime [Nov 10, 2011].

The effective availability of Infinity, however, came much later:
– as in ASUS PadFone and upcoming Transformer Pad Lineup unveiled at Mobile World Congress 2012 [ASUS USA press release, Feb 27, 2012] it was announced that:

… ASUS is redefining the future of mobile computing devices and is excited to announce the new and innovative ASUS Transformer Pad lineup [instead of the previous EeePad Transformer line as the 1st generation]. Offering three distinct models to fit the unique needs of mobile media consumers, ASUS believes in providing consumers with choices. The ASUS Transformer Pad lineup includes the ASUS Transformer Pad Prime and upcoming ASUS Transformer Pad Infinity series and ASUS Transformer Pad 300 series. …

– then first the TF300 series were launched to the US market: ASUS Launches the Transformer Pad [ASUS USA press release, April 22, 2012]

… The TF300 series will be available shortly in Royal Blue at national retailers and online resellers at a manufacturer’s suggested retail price starting at $379** (16GB storage), with the optional mobile dock accessory priced at $149**. …
**Pricing and availability will vary by country and SKU. North American MSRP pricing listed. Suggested MSRP of $399 for the 32GB version. ASUS Transformer Pad TF300 will launch with Android 4 (Ice Cream Sandwich) and offer class leading support and updates via FOTA (free over the air). Launch color is Royal Blue. Iceberg White and Torch Red will be available at a later date.
[http://eee.asus.com/en/eeepad/transformer-300/] Meet the ASUS Transformer Pad, a stylish tablet with NVIDIA® Tegra® 3 quad-core CPU and Android™ 4.0 Ice cream Sandwich. ― Concentric finished pattern with stylish colors in Royal Blue, Iceberg White and Torch Red ― Mobile Dock with USB & SD card ports extends battery life up to 15* hours ― NVIDIA® Tegra® 3 4-Plus-1™ Quad Core CPU with 12-core GPU for lowest power and the highest performance ― Crystal clear 8MP auto-focus camera with 5-element lens, large F/2.2 aperture & back-illuminated CMOS sensor ― Superior audio experience with ASUS SonicMaster technology ― 178° wide viewing angle IPS panel ― The latest Android™ 4.0 Ice Cream Sandwich OS ― Pre-loaded exclusive SuperNote app for taking notes using drawings, photos or videos ASUS exclusive application combined with the above makes the Transformer Pad the most incredible tablet ever.

[Experience the ASUS Transformer Pad [asus YouTube channel, April 22, 2012]]

– the effective opportunity to start talking about “The Incredible Transformations” came just by the Computex 2012 end of May/early June:

[http://www.techinstyle.tv/computex-2012] [http://www.facebook.com/ASUS] ASUS COMPUTEX 2012 Teaser Alert! Join us at COMPUTEX. More exciting product teasers will be released by May 31.

– where ASUS Transformer Pad Infinity Series was one of ASUS Products Win Six Computex 2012 Best Choice Awards [ASUS press release, June 1, 2012]

Golden Award, Computer & System: ASUS Transformer Pad Infinity Series

The ASUS Transformer Pad Infinity Series is the world’s first Full HD tablet with 4G LTE and Wi-Fi. Its Super IPS+ display with 1920 x 1200 resolution and ASUS SonicMaster technology delivers cinematic audio-visuals, while next generation Corning® Gorilla® Glass 2 helps protect the screen with improved damage resistance.

The 4G LTE model is based on the powerful Qualcomm® MSM 8960 Snapdragon™ S4 Krait dual-core processor and is capable of download and upload speeds of up to 100Mbit/s and 50Mbit/s respectively. The Transformer Pad Infinity also has a 2MP front camera for video-conferencing, plus an 8MP rear camera with a large f2.2 aperture, 5-element lens and LED flash to ensure quality images even in the dark. …

– as even the TF300 series appeared in the price list of other countries like Malaysia just on June 6, Infinity (TF700 series) only on July 13 price list (with Nexus 7 actually), and becoming regular part of the ASUS Product Guide just in July-August (see the Singapore version dated July 6).
– It took even longer to deliver an LTE capable quad-core version of the TF300: ASUS Launches the Transformer Pad TF300TL [ASUS USA press release, Sept 28, 2012]
– The Windows RT version also came later on August 29 (although that was understandable), and with different device name, ASUS Vivo Tab RT (TF600):

ASUS presents a quick run-through of the brand new ASUS Vivo Tab RT (TF600), running Windows RT. Being one of the lightest & thinnest 10.1″ tablets in the market, it’s powered by the NVIDIA® Tegra® 3 Quad-core CPU, making it incredibly smooth and responsive. The newly designed, optional mobile dock provides extended battery life, keyboard, touchpad and additional connectivity via a USB port — you can even connect game controllers! The ASUS Vivo Tab RT also comes with MS Office 2013 preinstalled, making it the ideal tablet for all around use.

ASUS Announces the Incredible Vivo Tab and Vivo Tab RT tablets intended for Windows 8 at IFA [ASUS press release, Aug 29, 2012]

ASUS Announces the Incredible Vivo Tab and Vivo Tab RT tablets intended for Windows 8 at IFA

Two new tablets with a dual-purpose design that combines a high-resolution multi-touch display and a detachable QWERTY keyboard dock for a great Windows 8 experience.

IFA, Berlin, Germany, (August 29, 2012) — ASUS, a global leader in the new digital era, today announces two incredible new tablets intended to run Windows 8. First unveiled at Computex in June, the ASUS Vivo Tab and ASUS Vivo Tab RT (formerly known as the ASUS Tablet 810 and ASUS Tablet 600 respectively) open up a new world of mobile possibilities and transform expectations about what tablets can do.

Meet Vivo
With a name taken from the Latin verb “to live”, Vivo is designed as a constant companion that blends the familiar elegance of ASUS tablet design with Microsoft Corp.’s new touch-enabled Windows 8 operating system.
Vivo has a dual-purpose design that combines a high-resolution multi-touch Super IPS+ display with a detachable QWERTY keyboard dock to provide a great Windows 8 experience. ASUS TruVivid technology with Corning® Fit Glass gives improved colour clarity and superior scratch resistance, while the keyboard not only transforms Vivo into a convenient clamshell ultraportable, but also provides a secondary battery for prolonged mains-free use.
With an 11.6” screen backed by high-precision Wacom digitiser stylus technology, the Vivo Tab is designed with productivity in mind, while the ultra-light Vivo Tab RT is ideally suited to entertainment on the go. Get more done, enjoy new experiences and connect with others in exciting new ways — Vivo makes it all possible.
ASUS Vivo Tab
The ASUS Vivo Tab features the Next Generation Intel® Atom™ processor and has 2GB RAM with 64GB eMMC (embedded multimedia card) user storage. An incredible Windows 8 experience makes it a smart choice for professional and personal use. With support for 1024-level Wacom digitizer for precise work and navigation, ASUS Vivo Tab maximizes productivity and provides the best input experience.
Key to the Vivo Tab’s recipe for Windows 8 is the supplied mobile dock. This instantly transforms the tablet into a compact clamshell ultraportable, complete with full QWERTY keyboard, trackpad, two USB ports and second battery for extended use away from the mains.
The 11.6” display with a 1366 x 768 resolution uses Super IPS+ technology to deliver superior visual clarity both indoors and out, and its 10-point multi-touch is complemented by Wacom digitiser stylus technology for high-precision stylus input and a more natural writing experience.
Despite its compact dimensions and ultra-thin 8.7mm and 675g profile, the Vivo Tab still delivers superlative sound quality, thanks to the same SonicMaster technology used on ASUS’ award-winning notebooks. High-quality photographs can also be captured with the 8-megapixel rear camera with autofocus and LED flash, along with a 2-megapixel front-facing camera for video chats. The Vivo Tab also features a built-in NFC sensor, enabling the device to easily sync with other NFC-enabled devices.

ASUS Vivo Tab RT

The ASUS Vivo Tab RT has a slim and light profile that’s 8.3mm thin and 520g light. It features the NVIDIA® Tegra® 3 quad-core processor and 12-core GPU for outstanding mobile graphics performance, along with 2GB RAM and 32GB eMMC user storage. Supplied with Windows RT, tablet users with entertainment in mind will find a great partner in the Vivo Tab RT.

The Vivo Tab RT also has the same innovative Transformer design as the Vivo Tab and is supplied with its own mobile dock that provides a QWERTY keyboard, track pad, USB port and built-in battery.

Windows 8 apps, games and movies will look incredible on the Vivo Tab RT’s 10.1” display with 1366 x 768 resolution and Super IPS+ technology, while ASUS SonicMaster technology ensures top-quality audio. The Vivo Tab RT has the same high-quality front and rear cameras as the Vivo Tab too, making it an excellent all-round multimedia performer. It also features a built-in NFC sensor, enabling the device to easily sync with other NFC-enabled devices.

AVAILABILITY

First wave launch for Windows 8 GA

– and as Microsoft made Surface on pre-order ASUS did the same for Vivo Tab RT, and even the first 3d party video bacame available: First Look at the Asus Vivo Tab RT on Three [three YouTube channel, Oct 15, 2012]

Brendan Arndt from Three talks about the Asus Vivo Tab RT, a new Windows 8 RT tablet coming soon to Three. For more information visit https://www.three.co.uk

A quick comparison of Microsoft and ASUS offering is given below:

 

ASUS (VIVO RT) TF600T-B1-GR

Microsoft Surface with Windows RT

 

$599.99**

$499*** / $699 64GB with Black Touch Cover

Display

10.1″ HD (1366×768) Super IPS+, 10 finger

multi-touch with OGS touch panel, backed by high-precision (1024-level) Wacom digitiser stylus technology, 600 nits, Outdoor Readable Mode, ASUS TruVivid technology with Corning® Fit Glass

10.6″ ClearType HD Display

1366×768 pixels

16:9 (widescreen)

5-point multi-touch

Chipset

Nvidia Tegra 3 quad-core T30 @1.3Ghz

NVIDIA T30

Memory

2GB DDR3

2GB RAM

Graphics

12-core GeForce® GPU

12-core GeForce® GPU

Storage

32GB eMMC Flash

32GB/64GB

Operating system

Windows RT

Windows RT

Wireless

802.11 b/g/n, Bluetooth 4.0

802.11a/b/g/n, Bluetooth 4.0

Front facing camera

2MP for video chats

720p HD (1280×720) LifeCam

Rear camera

8MP, auto-focus w/LED Flash

720p HD (1280×720) LifeCam

Sensor

G-Sensor, Light Sensor, Gyroscope, E-compass, GPS

Ambient light sensor, Accelerometer, Gyroscope, Compass

Audio

Built-in streo speakers, Built-in microphone, Sonic Master

Two microphones, Stereo speakers

Interface

1x Microphone-in jack

1x Headphone-out jack

1x Micro HDMI

1x Micro SD Card Reader

NFC

Full-size USB 2.0

microSDXC card slot

Headset jack

HD video out port

Cover port

Battery

8 hours; Li-Polymer battery

6760mAh,(25W)

Up to 8 hours mixed activity; 7-15 days idle life;
24W power supply

Dimensions

262 x 171 x 8.3 mm

275 x 172 x 9.4 mm

Weight

520 g

680 g

***: with Black Touch Cover $599; 64GB with Black Touch Cover $699; separate Surface Type cover $129.99

Then here is a comparison of Microsoft offering with the Android based latest transformers already on the market:

image

*: Battery life tested under power saving mode, playing 720p video playback, Brightness:60nits, default volume with headphones.
**: the additional keyboard dock costs an extra $170; the keyboard docking stationin a bundle TF600T 32GB model the current price is $749.99
And for clickability I will repeat below the header of the table:
ASUS Transformer Pad TF300T-B1-BL
10.1-Inch 32 GB Tablet (Blue)
ASUS Transformer Pad Infinity TF700T-B1/C1-GR
10.1-Inch Tablet (Gray)
ASUS (VIVO Tab RT) TF600T-B1-GR

Entrepreneurial global brand building by the founder of the Chinese aigo [爱国者] company: a desparate attempt to avoid the death march of ruthless competition at home

What happens when you were immensely successful in the pre-iPhone/Android and pre-iPad era of digital products and you were not able to recognize the fundamental change which was coming? What happens when in addition to that your playing ground for the initial success was in mainland China but the most ruthless competitors of Android and iPad era were also from China? What happens when those ruthless competitors are playing a game of pure selection by survival now, and in addition on a battlefield filled by not less than hundreds of little known brands? Each struggling to survive on meager margins.

Welcome to the story of Feng Jun and to his recipe for survival by keeping as wide as only possible product range at home, and meantime hastily building a highest quality China brand in key countries globally in an alliance with top entreprenuers in other Chinese industries.

Remark: for those who want first to understand the enormous and quite innovative product range of aigo I would first recommend to make a product tour of its Chinese site (or take at least a quick PDF-based look at Aigopad, the future focus of the company):

Wonderful recommendation: [in the footer part of the homepage]
the smart pen  MP6  Moonlight  digital photo frame
digital camera [cat 69-1]  digital camera [cat 142-1]
mobile storage king  voice recorder  Aigopad  aigoU disk
somersault cloud phone  observation king

Otherwise start from the story as it follows below and you will come to the product range in the end:

Feng Jun – Young Global Leaders [World Economic Forum, Jan 14, 2011]

Feng Jun
Chairman, President and Chief Executive Officer
Aigo [爱国者] Digital Technology

Search for associated content

Feng Jun is Chairman, President and Chief Executive Officer of Beijing Aigo Digital Technology, a leading Chinese consumer electronics company. Aigo’s merchandise includes tablets, digital cameras, MP3 players, portable storage solutions, monitors and other digital products. Feng started Aigo in 1993 with two employees and built it into the international brand that it is today. He is a Member of the Political Consultative Conference of Haidian District, Vice-Chairman of Beijing Electronics Chamber and a Member of the Beijing Industrial and Commercial Executive Committee. In 2005, Feng was selected to be a Member of the 10th session of the All-China Federation of Youth. In 2003, he was honoured with the Outstanding Award of the 6th China Youth Technological Innovation and in the prior year was selected as one of the Top 10 Chinese Technological New Talents. Feng has a degree in Civil Engineering from Tsinghua University [1992], an Executive MBA from Peking University’s Guanghua School of Management [2004] and a Doctorate in Psychology from Beijing Normal University.

His “1+1=11” presentation on MMF 2009 [monacomediaforum, Nov 13, 2009]

The “New Waves 5” presentation by the entrepreneurial founder of “aigo” (=patriot) company of China, Feng Jun, on the (first) Monaco Media Forum in 2009 (http://www.monacomediaforum.org/program.html).

China’s Aigo to move boldly, compete with high-end global brands [Xinhua, Aug 8, 2010]

China’s digital giant aigo revealed its ambition to break into global high-end markets, with camera shops to be set up in the world’s most renowned luxury districts.
“Our grand plan is to open chain stores, featuring Chinese-styled cameras, on the Champs Elysees, New York’s Fifth Avenue, and other luxury centers within three years,” announced Feng Jun, president of aigo, during the ongoing fourth China Brand Festival held in Beijing.
“We hope to be neighbors with Louis Vuitton,” added Feng.
As a Chinese high-tech corporation most specialized in mobile storage devices, aigo has vowed to knock open the high-end market with its delicately-designed cameras with unique Chinese styles.
The Ge-Kiln digital cameras, released in June by aigo, feature the crackling surface resembling Ge Kiln porcelain made in the Song Dynasty (960-1279 A.D.).
“Every camera of this type has a unique pattern, representing the distinct identity of its owner,” said Feng.
China’s digital brands are used to manufacturing cheap products, but we aim to make artworks out of our technology,” said Feng.

His advocacy of the ultimate consumer values from rigid and water-proof camera to “aigo Cloud” 8 months earlier and still twice as more powerful than Apple’s iCloud, on CES 2012 [milagromac YouTube channel, Jan 11, 2012]

Truly, madly, deeply successful [China Daily, Sept 28, 2011]

It’s clear aigo Digital Technology Co Ltd president Feng Jun has been insanely successful in the domestic electronics market.
But people thought he really was crazy when he became a vendor at Zhongguancun electronics market after graduating with an architecture degree from Tsinghua, one of the country’s most prestigious universities. Peddling simply wasn’t something a graduate did then.
“I am a madman,” he says. “Everybody agrees. My idea was I could generate more value in Zhongguancun than in an office.”
In the 1990s, the electronics market was a far cry from the “Silicon Valley of China” it’s celebrated as today.
“The only thing that made it different from a farmers’ market was that I brought computer cases and keyboards, rather than fruits and vegetables, on my tricycle,” Feng says.
He spent all his start-up money – 200 yuan ($31) he borrowed from his mother – to buy the bike.
Customer confidence was an issue Feng tackled by selling his keyboards for a 5 yuan profit, while others took 50 yuan.
“The other vendors thought it was strange to sell the keyboards for so little,” he recalls.
“But I only needed a tricycle for deliveries and was happy with 5 yuan.”
This is how he earned the nickname Feng Wukuai. (Wukuai means 5 yuan in Mandarin.)
He devised product demonstrations in which he would sprinkle water over the keyboards and bash them on the ground. When people saw how robust they were, they rushed to buy them.
“I could sell 600 a day,” he says.
In early September, the 42-year-old entrepreneur unveiled the aigo Cloud service, enabling users to access personal data from any digital cloud device, including mobile phones, computers and tablets. The service operates on the iOS, Android and Windows systems.
It’s China’s answer to Apple Inc’s iCloud service, which was introduced by former CEO Steve Jobs three months ago and will be available soon.
“Jobs is a real master, and I respect him very much,” says Feng, who dresses in Sun Yat-sen uniforms. “I’m proud we launched the service before Apple.”
Some netizens are skeptical of the service’s quality and mock Feng on Sina Weibo’s micro blog, the Chinese version of Twitter.
“I understand their suspicion that we’re not competent,” Feng says.
“But it’s time Chinese became self-confident. Time will tell.”
Feng created aigo in 1997 to brand the U discs, mp3 players, digital photo frames and mobile phones his Huaqi Information Digital Techonology Co Ltd produced, and changed the company’s name to aigo in 2010.
“The reason I succeeded so quickly is I put my heart and soul into research and development, ” he says.
He recalls making the risky move to introduce aigo’s digital camera in 2005. The decision was made after fierce debate, because China’s market was dominated by Japanese brands.
“The Japanese brands slashed their prices the instant our camera went on sale to drive me out of the market,” he says.
“But I was doing the right thing. So, why would I quit?”
Camera sales are stable but aigo is still losing money because of high R&D costs. Feng says he lost 3 million yuan last month.
“But I’m happy I provide cheaper cameras for Chinese,” he says.
“Other aigo products fill the profit gap.”
Feng posted on his Weibo in September 2010 that he would donate all of his money to charity before his death.
“My son said his classmate asked him why he studied so hard if he was going to inherit his father’s wealth,” he recalls.
“I was shocked and worried. As long as my son is capable, he doesn’t need my money.”
Although Zhongguancun is where his legacy began, he says he has no strong opinion about the news the government plans to shut down half the market’s shops by yearend.
“Zhongguancun’s competition is like the Olympic Games’,” he says.
“Quality counts. Winners and losers are both heroes. But cheating is never allowed. It’s survival of the fittest.”

Where is aigo going now? He is speaking about his 6 months old “aigo Etrepreneurs Alliance” initiative at the 8th CHINICT [TheCHINICT YouTube channel, June 28, 2012]

Aigo’s founder & chairman Feng Jun is interviewed by CHINICT’s founder & president Franck Nazikian at CHINICT 7th annual edition. CHINICT is the largest conference on China tech innovation & entrepreneurship. CHINICT takes place every year in Beijing at the end of May (CHINICT 8th edition on May 24th & 25th 2012 at Tsinghua Science Park in Beijing). Since 2005, CHINICT has been pioneering the “chinization” of global tech entrepreneurship & innovation. Indeed, the dynamic of innovation and entrepreneurship is now more and more leaning towards China. And, China is on the verge of becoming bigger than Silicon Valley – both as a hotbed giving birth to innovations of global impact & as a magnet attracting entrepreneurs from all over the world. CHINICT showcases this silent yet on-going revolution – by gathering each year in Beijing.

aigo Entrepreneurs Alliance Premiere [aigo news, Feb 28, 2012]

aigo entrepreneurs alliance premiere was held on Feb 25 with the topic of ‘good timing, geographical convenience and good human relations- aigo way to success’. Hundreds of entrepreneurs discussed that how they could unify each industry as one with Olympic mode and reach the top of the world.

The “aigo Entrepreneurs Alliance” (AEA) microsite of aigo.com (in Chinese)

Why AEA (Aigo Entrepreneurs Alliance) invested in Flanders [InvestInFlanders YouTube channel, July 9, 2012]

Ambitious entrepreneurs often say that one plus one equals three. The Chinese businessman Feng Jun goes even further: “One plus one plus one equals 111.” This is his way of referring to Belgium — consisting of the autonomous northern region of Flanders, with Brussels as its capital, and the southern region of Wallonia. Feng Jun and his Aigo Entrepreneurs Alliance consider Belgium to be a top location from which to conquer the European consumer market. Their base will be the brand new European Market Center in Willebroek, a logistics hotspot in Flanders.

Aigo Entrepreneurs Alliance Names Belgium its Preferred Investment Destination in Europe [Belgium in China, Feb 27, 2012]

Aigo Entrepreneurs Alliance Names Belgium its Preferred Investment Destination in Europe

Press Conference February 24th, Embassy of Belgium, Press release
A vote among participants of Aigo Entrepreneurs Alliance’s business trip through Europe last December lauded Belgium as their preferred investment destination. This news was made public on Friday February 24th by Belgian Minister of State Armand De Decker and Mr. Feng Jun, founder of the Aigo Entrepreneurs Alliance and Chairman of Aigo Digital Technology Co. Ltd, at a joint press conference hosted at the Belgian Embassy.
Strategically positioned at the heart of Europe, Belgium is the ideal logistics hub for those who envisage outward expansion, so experienced the Chinese delegation. Home to the EU and NATO, Belgium’s location provides both access to European and international decision makers, as well as a highly skilled, productive and multi-lingual labour force. Other reasons why investors opted for Belgium are the affordable real estate prices, the quality of living standard and the advantageous tax regime.
The openness of Belgium’s economy, its excellent infrastructure and the creativity of its people are key elements which convinced Chinese companies such as Geely, Huawei, COSCO, the HNA group and ZTE to invest in Belgium.  Bank of China and the Industrial and Commercial Bank of China (ICBC) both set up a branch in Brussels to act as a link between Chinese and Belgian companies.
“I’m thrilled that the Aigo Entrepreneurs Alliance discovered our assets. The companies coming to Belgium will be able to count on the full support of both federal and regional authorities and will enjoy the warm hospitality of the Belgian people”, said Minister of State Armand De Decker on Friday.
Mr. Feng Jun, founder of the Aigo Entrepreneurs Alliance and chairman of Aigo Digital Technology, said that Belgium – with its geographical location, the second largest harbor of Europe and open economy – would make for the ideal Chinese investment destination. He further expressed hope and belief that “Chinese and Belgian cooperation in investment will build a bridge, one that will not only benefit both sides but the whole of Europe and the world”.

Olympic ideal helps companies go global [China Daily, Sept 12, 2012], only excerpts:

Host: Ok, sure. Here comes the first question. As we know, together with about 20 Chinese entrepreneurs, you established Aigo Entrepreneurs Alliances last year. How is it doing now? And I heard that you guys did some field research on the overseas market. What did you find out? Any ideas about how to tap into the global market?

Feng: The Aigo Entrepreneurs Alliances is an organization to help Chinese brands go global. There is nothing new about overseas research because we have done this a lot of times. What does count is some of us have established offices abroad. We began with Belgium, Britain, and Denmark, three amicable European countries. They welcome us a lot. So we will help Chinese enterprises get a foothold there step by step.

From Sept 13 to 20, a delegation of Chinese entrepreneurs will visit Thailand, Indonesia, Singapore, and Malaysia, four ASEAN member countries, also very amicable. We will vote, after inspecting the local market, for two countries most suitable for setting up offices. The other two countries will therefore be scratched out. But they are actually winners. They stood out from all ten ASEAN member countries in the first place. They won already.

Host: I’m interested in how the organization, as the facilitator for Chinese enterprises to expand overseas, is received by the governments and people there.
Feng: They like us there because we are friendly. They like to deal with friendly people from China. In the past, Chinese went there mostly as tourists, shopping only, but rarely as entrepreneurs, except for some private business owners who landed there illegally. Those businesses couldn’t represent Chinese brands. Most Chinese brands have yet to go global. Now we get to unite these great domestic brands to expand overseas. It is beneficial for those countries because we create jobs and pay taxes. It is in their stakes to welcome Chinese enterprises.
The way we do it has been learned from the Olympic Games. We help Chinese brands to tap into the global market together, with “zero tolerance” for anything illegal, just like the Olympic Games do not tolerate illegal behavior like doping or any other things harmful to human beings. We do that too. We will not tolerate anything against laws or ethics so that we are able to improve the global image of Chinese brands and win more supporters and friends out there. With this support, and with our diligence and intelligence, we can create more values for the world.
Not only can we generate revenue for those countries, but we provide more great products and services for their neighboring countries. In this way, we can bring real profits for those countries.

Host:Speaking of “zero tolerance”, how many enterprises have offered to join the organization so far and by what standards do you pick them?

Feng: So far the organization has absorbed nearly 100 enterprises, including Gree Electric Appliances Inc and Huiyuan Juice Group Ltd, from various industries. Many enterprises which offered to join us are front runners in their industries. But our rule is to select at most one enterprise from each industry. There are more than 3,000 industries out there. We have to give up many enterprises. We are only capable of helping 500 Chinese enterprises, from different industries of course, go global together.

Another reason is to avoid conflicts because the biggest enemy for China is not from the outside but from inside. For instance, the minute the London Games ended, Chinese e-tailers plunged into a price war. They were almost at each other’s throat. Such a phenomenon is age-old in China. But our overseas partners are not any happier about this. Well, some may be cheering. But for those visionary partners and friends, they don’t really want to see conflicts within Chinese enterprises because the constant internal fighting will undermine services to the very end. It will even breed counterfeit products.

So what we need is a virtuous environment. We have to learn from the International Olympic Committee (IOC), which acknowledges only one champion in each field, and select at most one sponsor from each industry. The way it performs can make sure that the Olympic Games is harmonious enough for everyone to create values instead of fighting with each other.

Host: You’re right. I feel the same way. I believe many Chinese people always wonder why we see “Made in China” quite often in foreign countries, but rarely Chinese brands. This begs the question: what makes it so hard for Chinese enterprises to go global? The organization provides a good platform for our private enterprises. Will it fare well in the future?
Feng: There are two reasons, I think. First, it’s only been 30 years since China’s reform and opening-up. Chinese enterprises have to lay a solid foundation first within China. That’s why most of them have been busy vying for the domestic market shares.
But internationalization is inevitable now, whether you like it or not. A big challenge for Chinese enterprises lies in that it’s very risky to go global alone. And the cost is very high. Once it succeeds, troubles follow. Many domestic firms start stealing its talents and clients, thus undermining its domestic market. Going global alone is a risk too high to take. But the truth is, it’s a dog-eat-dog world out there. If you don’t come to them, they’ll come to you. By then there will be nowhere to hide. Therefore, we have to stick together when going global.

China’s GDP per capita is less than one tenth that of Western Europe. The Chinese are so industrious, diligent, and intelligent, the only thing they need is to go to the outside world.

It is really quite risky and costly for us to explore the overseas market by ourself. It’s no easy thing for a newcomer to an unfamiliar place, especially when you break local laws, which will cost you a lot. So we decided to go out in a group. It’s less risky and local property developers are eager to accommodate us because we are a group of well-behaved companies. It’s like the Olympic Village welcoming athletes from around the world.

We invite the top 3 companies of each industry to join our alliance, and those selected will be the alliance’s one and only in his industry.

You may ask what about the others? They can join our Club. Even if you are not one of the top 3 players in your industry, or just a small- and medium-sized company, you can be a member of our Club, which offers opportunities for SMEs to learn from the big companies in our alliance.

We organize 10 conferences each year to share information on internationalization. The top 3 players selected in our alliance will deliver lectures.

So I urge Chinese companies to stop grappling with domestic rivals and to become comrades in arms.

The Alliance members can choose its favorable regions first, its peers in the Club can blaze trails in the rest of the world market so they will not compete in the same market, but become comrades conquering the world market. They can share their resources and exchange what they need, and become each other’s agent in his turf.

That would improve the relations between the companies, just like the harmonious atmosphere in the Olympic Family. People will spare more effort to create values instead of grappling with domestic peers, and turn their sights to the outside world outside.

Closing on this post:
Forum Debate: Demystifying Asia’s Entrepreneurs on the Annual Meeting of the New Champions 2012 (World Economic Forum), in Tianjin, People’s Republic of China
[Sept 11, 2012]
Are Asia’s entrepreneurs different from Western entrepreneurs?

Are Asia’s entrepreneurs different from Western entrepreneurs? Debating for and against the motion. · Feng Jun, Chairman, President and Chief Executive Officer, Aigo Digital Technology, People’s Republic of China; Young Global Leader · Christina Lampe-Önnerud, Founder and International Chairman, Boston-Power, USA; Technology Pioneer · Lin Yu, Chairman and Co-Chief Executive Officer, NQ Mobile, People’s Republic of China · Oki Matsumoto, Chairman and Chief Executive Officer, Monex Group, Japan · John A. Quelch, Dean, China Europe International Business School (CEIBS), People’s Republic of China Moderated by · Vijay Vaitheeswaran, China Business and Finance Editor, Shanghai Bureau Chief, Economist, People’s Republic of China; Global Agenda Council on Sustainable Consumption Rapporteur · Ryo Umezawa, Director, J-Seed Ventures, Japan; Global Shaper

Feng Jun, Chairman, President and Chief Executive Officer, Aigo Digital Technology:
– starting with “1+1=11” and ending with “chess metaphore”:  from [11:20] to [14:00]
– on respecting differences: from [19:36] to [20:13]
– on meeting foreign entrepreneurs [and agreeing that the principles are same everywhere] and on differences [to be respected] e.g. in China illustrated by the Chinese chess or the Chiese medicine: from [29:00] t0 [31:05]
– on “for Chinese companies our biggest problem is teamwork” which is leading to his Olympic story “China got 38 medals but all individual”: from [39:05] to [40:43]
– starting with questions “how many of you can play the Chinese chess and Mahjong?” when Chinese raised their hands, and “how many of you can play the bridge or international chess?” when Western people raised their hands >> leading to statement that “to become entrepreneurs Chinese need to settle down their internal circumstances, first and foremost the Chinese Mahjong sometimes has beaten us, which stems from thousands years of history” because “the Chinese emperors were afraid of their people coming together, therefore they used Mahjong to alienate the Chinese people, pitching them against each other in the Mahjong game, but in the international chess is all teamwork …”: from [41:55] to [43:55]

Feng Jun: no longer talk about “patriots” of the Patriots [China Economic Weekly, Oct 8, 2012] as translated from Chinese with Google and Bing with the necessary manual edits

People actually want to hear Feng Jun talk about products and the future of the aigo, but on this Feng was unwilling to talk about.

Sony has what you have to what

On the afternoon of September 10, 2012, at the Davos Forum in Tianjin, Feng Jun, dressed in black Chinese Collar, came to collect the second day of the admission documents.

In the small courtyard next to the Registry, Feng Jun accepted the  China Economic Weeklyin an interview on his holding to the aigo on the digital market: “I hope the Chinese national brand can exist, despite of some product losses, I am still clung to the digital market.”

Indeed, the aigo company is at a loss. In recent years, the digital camera market has increasingly been concentrated in large multinational companies, domestic camera manufacturers have been closed down, only Feng Jun adhere to the production. Feng Jun said: “We are at the obvious losses, loss of seven years.” Over time, Mr Feng admits that aigo have survived long.

Traditional digital brands are out of the market in China, according to Feng Jun’s words, today the maximum value of aigo is a contribution to the nation.

But one consumer told reporters: “five or six years ago, aigo was the leading national brand, in mobile storage, MP3, and some products for everyone to leave a deep impression. But now, we increasingly do not know what aigo is doing.”

Whatever aigo is doing, but it is a growing gap with international brands, what Feng Jun understood.

Feng Jun has his own reasons: “Sony has a pistol, you have to have a pistol; Sony has a rifle, you have to have a rifle; Sony has grenades, you have to have hand grenades, you are less like channels are likely to become compromised by the other party a path.” As far as the future is concerned, said Feng Jun, the tablet PC will become one of the priorities of the Patriots.

He believes that, the aigo is a comprehensive brand to have longer product lines so that shop and store surfaces could not be squashed by Sony, Canon, and aigo eroded away.

In the eyes of Feng Jun, manufacturers of electronic digital products must have a number of products, as focusing on single products as a guidance in times of crisis will inevitably lead to the bankruptcy of the enterprise. However, many people do not agree with Mr Feng. Communications industry expert Xiang Ligang said that, on the contrary, with large and comprehensive enterprise funds dispersed,  as each product involves research and development, and as such each product could not have its own core technologies and competitiveness, it must be difficult to survive in the end.

In 2003, the market share of the aigo mobile storage products consecutive years ranked first, the aigo MP3 had a good market performance, in 2007 aigo first launched the first MP5 multimedia player on the domestic market, in 2009 aigo launched the first cloud MP6 player.

However, in the last two or three years time, as smart phones and tablet PCs represented by Apple products quickly became mainstream, listening to music, storage and recording features went into those mobile devices. Wanting to blaze a new trail on the iPhone and iPad dominated market, could be difficult.

Today electronic photo frames, as well as mobile storage products and other superior products supporting the operations of aigo, such as cameras, mobile phones, e-books, and so on are facing losses.

Aigo is like the pawns at the river [in Chinese chess], and now has no escape route. In front of the media, Feng Jun has less love to talk about products and aigo’s core business, he loves talking about the Aigo Entrepreneurs Alliance, he said it is now the only advocacy highlights. Feng believes that the current situation is forcing Chinese companies to go out, this is the only hope for the Chinese enterprises. On one hand, by entering the international market they could share the cost of R & D and improve the profitability of the enterprise. On the other hand, foreign markets will not discriminate against Chinese brands, China’s digital products can be sold in foreign countries at higher than the domestic prices.

Feng believes that, as a private enterprise, individual enterprises do not have the courage and strength alone for overseas adventures, they must form a concerted effort to open up overseas markets. Relative to the traditional digital products market the growth rate is slowing, helping enterprises to go out in order to bring value seems to be a better sense.

In response, some entrepreneurs and industry experts are not as sure. Communications industry expert Xiang Ligang told China Economic Weekly, he is very much in agreement that companies must go overseas, but does not agree with the form that they must ally with each other to go out, because enterprises inevitably produce competitive market behavior and take the market by “unity” between enterprises is not going to work.

 Feng Jun’s chess theory

Chinese people play chess, the Japanese Chess as well, and Indians play chess, the rules of these three are completely different. The chess pawns arch can change, so the morale and team spirit is relatively easy to achieve, everyone can venture in this system. Chinese Chess encourage is not to encourage entrepreneurship. Once across the river, became a dead stroke, go down go to die, as cannon fodder.

 Feng Mahjong theory

The the mahjong rules may be the root of the Chinese nation can not be to Baotuan the most important one. Mahjong rules is to keep a close eye on the house, tight look to home, in order not to let the other win, these would rather destroy themselves going to destroy others. This rule so that the Chinese people can not unite, only against each other. …… Mahjong China punish those helpful point gun, who shot who is unlucky, and who help others unlucky, who when Lei Feng unlucky, lead to every Chinese dare not peddler, afraid to tell the truth, who revealed the secret unlucky, leading everyone in China to become individual.

Now I will suggest every reader to take a look at the home offerings of the aigo company:
欢迎光临爱国者官网·aigo爱国者 数码相机 数码摄像机 Mp3 Mp4 MP5 (aigo’s Chinese homepage). From this I would just recommend to take the product range tour as an illustration of Feng’s “as wide as only possible” idea for the home market: [in the footer part of the homepage]

Wonderful recommendation: [in the footer part of the homepage]
the smart pen  MP6  Moonlight  digital photo frame  digital camera [cat 69-1]  digital camera [cat 142-1]
mobile storage king  voice recorder  Aigopad  aigoU disk  somersault cloud phone  observation king

And this just a selection from an even large range of offerings since there are the following product categories are available as well:

Out of the major recommendations I will include here just the Aigopad i.e. Tablet PC category in order to illustrate this – said to be strategic for aigo – family of products, how deep and wide they are by themselves: there are not less than 29 tablet products !
(when some images are gone you could take a PDF-based look at Aigopad at the time writing)

NOOK Media LLC: the finalization of the strategic joint venture between Barnes & Noble and Microsoft

Look back how the NOOK tablet had been started:
Barnes & Noble NOOK offensive [this same blog, May 25, 2011]

while the whole NOOK effort in terms of devices was as as follows:
Digital Innovation
Note: only Android has been used so far.

Then here is a recent “internal progress with Microsoft” information:
Barnes & Noble Now Hiring Windows 8 Engineers For New Nook Devices [The Digital Reader, Sept 26, 2012]

Now that B&N has their new Nook gadgetry out for all to see, it looks like they are going to turn their attention to their next set of devices.
Yesterday a friend tipped me to a couple new job postings for B&N. The jobs are located at the Nook facility in Palo Alto, Calif., and at least one is pretty clearly associated with new devices, not apps. That listing mentions the Nook hardware repeatedly, a detail which isn’t included in the job listings for app developers.
There’s little to indicate what the hardware will be, or what it will do, but it is clear that B&N is just beginning to build the team. B&N is looking for a “Director, Engineering Windows 8“, and that’s the only 1 of the 2 listings which mention Windows 8 as well as the Nook. The other new job listing looks to be aimed at someone to manage the app developers for Windows 8. Put the 2 together and they suggest that B&N is going to have the new guys build the teams.
What’s also interesting about the new job listings is that one confirms the rumored integration with MS software and services. The Director of Engineering is responsible for:

delivering on our contractual commitments on Windows 8 applications, Cloud , commerce , content integration with the Microsoft ecosystem and for defining and delivering on product strategy of Nook integration with Microsoft  ecosystem including Windows, Office, Bing.

To be honest, this should come as no surprise, given that many bloggers jumped to this conclusion when the B&N/MS deal was announced back in April of this year. But it is still a surprise because Bill Lynch said this wasn’t going to happen. Of course, he did use the word “currently” when he made that statement back in May, so it is more than possible that this was always the next step.

Note that since the new NOOKs are based on TI OMAP 4470 SoCs (see later on) Windows RT may quite easily come for them on October 26 as the TI’s platform had been one the ARM SoCs selected by Microsoft for the development of the Windows RT.

More to come below as:

  1. The NOOK Media LLC: what is it and what is behind?
  2. Recent announcements about Barnes & Noble’s NOOK business
  3. About Liberty Media Corporation

1. The NOOK Media LLC: what is it and what is behind?

Barnes & Noble and Microsoft Complete Strategic Partnership in New Subsidiary:  NOOK MEDIA LLC [joint press release, Oct 4, 2012]

Includes Barnes & Noble’s NOOK® Digital and College Businesses as well as Microsoft Investment to Advance Digital Reading Experience

New York, NY and Redmond, WA (October 4, 2012) – Barnes & Noble, Inc. (NYSE: BKS) and Microsoft (NASDAQ: MSFT) today announced the completion of their previously announced strategic partnership in NOOK Media LLC, a recently formed Barnes & Noble subsidiary and a leader in the emerging digital reading and digital education markets. Microsoft and Barnes & Noble’s strategic partnership in NOOK Media LLC will enable the companies to advance world-class digital reading experiences to the hundreds of millions of customers they jointly serve.

NOOK Media LLC comprises the digital and College businesses of Barnes & Noble and will continue to have a very close and mutually beneficial relationship with Barnes & Noble’s retail stores.  The partnership includes a $300 million investment from Microsoft in NOOK Media LLC.

“As demand for digital content continues to increase, we are focused on bringing ground-breaking reading and learning content and technologies to more people in more formats than ever before, including the imminent launch of our exceptional NOOK reading application for Windows 8,” said William Lynch, CEO of Barnes & Noble. “We look forward to working closely with our new partner Microsoft to add value to their innovative new platform by bringing great reading experiences and one of the world’s preeminent digital bookstores to millions of Windows 8 users.”

“NOOK Media is a leader in developing the next generation of digital reading and we look forward to the company bringing one of the world’s largest digital libraries to Windows 8 devices via their upcoming Windows 8 app,” said Andy Lees, President at Microsoft. “We are also excited by NOOK Media’s product roadmap and expansion into markets around the world as demonstrated by their recent launches in the United Kingdom.”

Microsoft made its $300 million investment in NOOK Media LLC at a post-money valuation of $1.7 billion in exchange for an approximately 17.6% equity stake, with Barnes & Noble owning the remaining shares.

As previously announced, there is no set timetable for Barnes & Noble’s review of strategic options for its investment in NOOK Media LLC. There can be no assurance that the review will result in a strategic separation or the creation of a stand-alone public company.  Barnes & Noble does not intend to comment further regarding the review unless and until a decision is made.


About Barnes & Noble, Inc.
Barnes & Noble, Inc. (NYSE:BKS), the leading retailer of content, digital media and educational products, operates 689 bookstores in 50 states. Barnes & Noble College Booksellers, LLC, a wholly-owned subsidiary of Barnes & Noble, also operates 667 college bookstores serving over 4.6 million students and faculty members at colleges and universities across the United States.  Barnes & Noble conducts its online business through BN.com (www.bn.com), one of the Web’s largest e-commerce sites, which also features more than 3 million titles in its NOOK Bookstore™ (www.bn.com/ebooks). Through Barnes & Noble’s NOOK® eReading product offering, customers can buy and read digital books and content on the widest range of platforms, including NOOK devices, partner company products, and the most popular mobile and computing devices using free NOOK software. Barnes & Noble is proud to be named a J.D. Power and Associates 2012 Customer Service Champion and is one of only 50 U.S. companies so named.  Barnes & Noble.com is ranked the number one online retailer in customer satisfaction in the book, music and video category and a Top 10 online retailer overall in customer satisfaction according to ForeSee E-Retail Satisfaction Index (Spring Top 100 Edition).
General information on Barnes & Noble, Inc. can be obtained via the Internet by visiting the company’s corporate website: www.barnesandnobleinc.com.

To understand the meaning of “digital and College businesses of Barnes & Noble” as parts of the new NOOK Media LLC we should include here the corresponding excerpts from Barnes & Noble Reports Fiscal 2013 First Quarter Financial Results [Aug 21, 2012] with segment numbers specifically inserted here on the sideline:
Note that this actually shows that Barnes & Noble transferred all of its loss making and/or investment hungry businesses into the new NOOK Media LLC.

imageRetail
The Retail segment, which consists of the Barnes & Noble bookstores and BN.com businesses, had revenues of $1.1 billion for the quarter, increasing 2% over the prior year.

College
The College segment, which consists of the Barnes & Noble College bookstores business, had revenues of $221 million during this non-back-to-school rush period.

NOOK
The NOOK segment, which consists of the company’s digital business (including Readers, digital content and accessories), had revenues of $192 million for the quarter, essentially flat as compared to last year.  Digital content sales increased 46% for the first quarter.  Digital content sales are defined to include digital books, digital newsstand, and the apps business.  Device sales declined for the quarter due to lower average selling prices and production scaling issues surrounding the popular newly launched GlowLight product resulting in unmet demand.
NOOK EBITDA losses increased by $6 million, from a loss of $51 million to a loss of $57 million, as a result of product markdowns on the recently announced NOOK price adjustments, as well as continued investments in the NOOK business.

The formation of NOOK Media LLC goes back to Barnes & Noble and Microsoft Form Strategic Partnership to Advance World-Class Digital Reading Experiences for Consumers [joint press release, April 30, 2012]

Newly Formed Subsidiary to Include NOOK® Digital and College Businesses
New York, NY and Redmond, WA (April 30, 2012) – Barnes & Noble Inc. (NYSE: BKS) and Microsoft (NASDAQ: MSFT) today announced the formation of a strategic partnership in a new Barnes & Noble subsidiary, which will build upon the history of strong innovation in digital reading technologies from both companies. The partnership will accelerate the transition to e-reading, which is revolutionizing the way people consume, create, share and enjoy digital content.
The new subsidiary, referred to in this release as Newco, will bring together the digital and College businesses of Barnes & Noble.  Microsoft will make a $300 million investment in Newco at a post-money valuation of $1.7 billion in exchange for an approximately 17.6% equity stake. Barnes & Noble will own approximately 82.4% of the new subsidiary, which will have an ongoing relationship with the company’s retail stores. Barnes & Noble has not yet decided on the name of Newco.
One of the first benefits for customers will be a NOOK application for Windows 8, which will extend the reach of Barnes & Noble’s digital bookstore by providing one of the world’s largest digital catalogues of e-Books, magazines and newspapers to hundreds of millions of Windows customers in the U.S. and internationally.
The inclusion of Barnes & Noble’s College business is an important component of Newco’s strategic vision. Through the newly formed Newco, Barnes & Noble’s industry leading NOOK Study software will provide students and educators the preeminent technology platform for the distribution and management of digital education materials in the market.
“The formation of Newco and our relationship with Microsoft are important parts of our strategy to capitalize on the rapid growth of the NOOK business, and to solidify our position as a leader in the exploding market for digital content in the consumer and education segments,” said William Lynch, CEO of Barnes & Noble. “Microsoft’s investment in Newco, and our exciting collaboration to bring world-class digital reading technologies and content to the Windows platform and its hundreds of millions of users, will allow us to significantly expand the business.”
The shift to digital is putting the world’s libraries and newsstands in the palm of every person’s hand, and is the beginning of a journey that will impact how people read, interact with, and enjoy new forms of content,” said Andy Lees, President at Microsoft. “Our complementary assets will accelerate e-reading innovation across a broad range of Windows devices, enabling people to not just read stories, but to be part of them. We’re on the cusp of a revolution in reading.”
Barnes & Noble and Microsoft have settled their patent litigation, and moving forward, Barnes & Noble and Newco will have a royalty-bearing license under Microsoft’s patents for its NOOK eReader and Tablet products. This paves the way for both companies to collaborate and reach a broader set of customers.
Newco
On January 5, Barnes & Noble announced that it was exploring the strategic separation of its digital business in order to maximize shareholder value. Barnes & Noble is actively engaged in the formation of Newco, which will include Barnes & Noble’s digital and College businesses. The company intends to explore all alternatives for how a strategic separation of Newco may occur. There can be no assurance that the review will result in a strategic separation or the creation of a stand-alone public company, and there is no set timetable for this review. Barnes & Noble does not intend to comment further regarding the review unless and until a decision is made.
Additional information will be contained in a Current Report on Form 8-K to be filed by Barnes & Noble.
Barnes & Noble and Microsoft will host an investor call and webcast beginning at 8:30 A.M. ET on Monday, April 30, 2012. To join the webcast, please visit: www.barnesandnobleinc.com/webcasts.

Regarding those written cautions please note that:
Barnes & Noble Board of Directors Announces Proposal from Liberty Media to Acquire Company [press release, May 19, 2011]
– Barnes & Noble Announces Strategic Investment Made by Liberty Media [press release, Aug 18, 2011]

… Liberty purchased preferred stock, convertible into approximately 12 million shares or 16.6% (after giving effect to the issuance) of the Company’s common stock at a price of $17 per share [a $204 million investment in Barnes & Noble by Liberty Media], and with a dividend rate of 7.75% per annum to be paid quarterly. …
Leonard Riggio, Chairman of Barnes & Noble said, “We could not have found a better strategic investor than Liberty Media.  Their investment is a strong endorsement of our overall business and the additional capital will further fuel the explosive growth of our digital strategy.”
“We are excited about Barnes & Noble’s prospects as the leading bookseller in the U.S. and its growth opportunities in the digital world,” said Greg Maffei, Liberty Media’s President and CEO.  “This investment provides Barnes & Noble with capital to grow its business on terms that are attractive for both parties and allows us to play a meaningful role in shaping their success to generate returns for our shareholders and theirs.” …

Barnes & Noble Reports Record NOOK® Sales – Announces Decision to Explore Separation of Large and Rapidly Growing NOOK Digital Business – Retail Business Grows During the Holidays [press release, Jan 5, 2012]

New York, NY (January 5, 2012) — Barnes & Noble, Inc. (NYSE: BKS), the leading retailer of content, digital media and educational products, today reported record holiday sales for its NOOK business, including devices and digital content. During the nine-week holiday period ending December 31, 2011, NOOK unit sales, including NOOK Simple Touch™, NOOK Color™ and the new NOOK Tablet™, increased 70% over the same period last year. Sales of NOOK Tablet exceeded expectations, while sales of NOOK Simple Touch lagged expectations, indicating a stronger customer preference for color devices.
Digital content sales also grew briskly during the same nine-week period, increasing 113% on a comparable basis. Content sales are defined to include digital books, digital newsstand, and the rapidly growing apps business.
The entire line of NOOK products have been acclaimed widely as the best in the marketplace, and validate the Company’s first-class digital organization. While the Company has invested heavily in developing its new platform, including recruiting world-class talent and increasing its advertising and marketing spend, its customer Life-Time-Value (LTV) models continue to indicate these up-front investments will create significant value.

The Company expects fiscal 2012 digital content sales to be approximately $450 million. By fiscal 2012 year-end, based upon forecasted device sales, the Company expects annualized U.S. digital content sales will achieve a run-rate of approximately $700-$750 million.

Due to the increased significance of the NOOK business platform, the Company is evaluating its reporting segments. The evaluation is expected to be complete by the end of this fiscal year, which may result in reporting NOOK as a separate operating segment.

STRATEGIC EXPLORATION OF NOOK DIGITAL BUSINESS

In order to capitalize on the rapid growth of the NOOK digital business, and its favorable leadership position in the expanding market for digital content, the Company has decided to pursue strategic exploratory work to separate the NOOK business.

We see substantial value in what we’ve built with our NOOK business in only two years, and we believe it’s the right time to investigate our options to unlock that value,” said William Lynch, Chief Executive Officer of Barnes & Noble. “In NOOK, we’ve established one of the world’s best retail platforms for the sale of digital copyright content. We have a large and growing installed base of millions of satisfied customers buying digital content from us, and we have a NOOK business that’s growing rapidly year-over-year and should be approximately $1.5 billion in comparable sales this fiscal year. Between continued projected growth in the U.S., and the opportunity for NOOK internationally in the next 12 months, we expect the business to continue to scale rapidly for the foreseeable future.”

The Company also said that it is in discussions with strategic partners including publishers, retailers, and technology companies in international markets that may lead to expansion of the NOOK business abroad.

There can be no assurance that the review of a potential separation of the NOOK digital business will result in a separation. There is no timetable for the review, and the Company does not intend to comment further regarding the review, unless and until a decision is made.

RETAIL HOLIDAY SALES RESULTS
During the nine-week holiday period, Barnes & Noble store (or “Retail”) sales increased 2.5% over the prior year period to $1.2 billion. Comparable store sales increased 3.4%, on top of a 9.7% increase last year. Retail core comparable store sales, defined as the sales of non-digital merchandise, increased 4.5% over last year.
Book sales were strong overall, fueled by strength across multiple categories. Juvenile titles were exceptionally strong, led by The Hunger Games, Cabin Fever (Diary of a Wimpy Kid Series #6), Inheritance, and The LEGO Ideas Book. In addition, there was significant crossover between physical and digital book sales, including big movie books like The Help, The Girl With the Dragon Tattooand War Horse among the holiday hits. Physical book sales on a comparable basis increased by 4% at Barnes & Noble stores, exhibiting growth for the first time in five years.
The Company’s continued emphasis on Toys & Games led to 30% growth in that area, on top of a 48% increase last year. Top sellers included LEGO building sets, Harry Potter collectibles and games, Angry Birds games and electronic learning tablets such as LeapFrog® LeapPad™ Explorer and Vtech Innotab Tablet.
Barnes & Noble continues to benefit from a consolidating physical book market. The Company benefitted from the closure of Borders stores during the holiday season and now expects the sales lift to be in a range of $200 million to $230 million in fiscal 2012. The Company reinvested the Borders upside in its digital business.

BN.COM/NOOK HOLIDAY SALES RESULTS

BN.com sales increased 43% over the prior year period to $327 million, with comparable sales increasing 52%, on top of a 78% increase a year ago. This increase was driven by continued growth of the NOOK business, offset by a decline in online physical product sales.

The consolidated NOOK business across all of the Company’s segments, including sales of digital content, device hardware and related accessories, increased 43% during the holiday period to $448 million, on a comparable sales basis. A substantial portion of the 70% year-over-year NOOK unit increase was driven by sell-through at third-party retailers as the Company expanded NOOK distribution. This growth in sales with customers at retailers outside of Barnes & Noble stores is indicative of the increasing awareness of the NOOK brand and demand for the product from customers new to Barnes & Noble.

BN.com and NOOK comparable sales reflect the actual selling price for eBooks sold under the agency model rather than solely the commission received. Additionally, it includes all deferred eReader device revenues, and includes device sales to channel partners on a “sell-in” basis net of estimated returns.
UPDATED GUIDANCE
The Company now expects full fiscal year 2012 consolidated sales between $7.0 billion and $7.2 billion. Comparable sales at Barnes & Noble stores are expected to increase 1%, Barnes & Noble College sales are expected to be flat, and sales are expected to increase 40% to 50% at BN.com.
The Company now expects full year earnings before interest, taxes, depreciation and amortization (EBITDA) to be in a range of $150 to $180 million. The change in guidance is due primarily to a shortfall in the expected sales of NOOK Simple Touch, as well as additional investments in growing the NOOK business, such as advertising to support new products and international expansion in the back half of the year. The Company now expects full year losses per share to be in a range of $1.40 to $1.10.
Although Barnes & Noble was the first to the market with a revolutionary color eReader and has since introduced NOOK Tablet, which has exceeded expectations, the Company over-anticipated the growth in consumer demand for single purpose black-and-white reading devices this holiday. Nevertheless, NOOK Simple Touch saw strong sales this holiday, remains the highest rated eReader in the market, and the Company plans to continue to market this successful product for years to come.
Barnes & Noble, Inc. will report third quarter earnings results on or about February 21, 2012.


2. Recent announcements about Barnes & Noble’s NOOK business

Barnes & Noble Introduces NOOK® for Web, Giving Readers Instant Access to NOOK Books™ from any Web Browser – No Sign-In, Download or NOOK Required [July 17, 2012]
Get Started Today with Six FREE Bestsellers Available through July 26
Barnes & Noble Announces Lowest Prices Ever on Award-Winning NOOK Tablet™ and NOOK Color™ [Aug 12, 2012]
Amazing Products at Best Value: NOOK Tablet As Low As $179 and NOOK Color Just $149
Barnes & Noble Announces Partnership with Leading UK Retailer John Lewis to Offer its Award-Winning NOOK® Products and Digital Content [Aug 28, 2012]
First Retail Partner Announced to Bring NOOK Reading Devices to
UK Customers Through John Lewis Stores and Online Beginning This October
Barnes & Noble Continues its NOOK Expansion into the UK, Announces Partnership with Argos, Blackwell’s and Foyles, To Offer Award-Winning NOOK® Products  [Aug 30, 2012]
NOOK Reading Devices Available to Millions of Argos, Blackwell’s and Foyles Customers in Stores, Catalogues and Online Beginning in October
Barnes & Noble Partners with Sainsbury’s to Offer Award-Winning NOOK® Products [Sept 25, 2012]
Leading UK Retailer Will Offer NOOK As Exclusive Reading Devices to Millions of Customers
Barnes & Noble Partners with Waitrose to Offer Award-Winning NOOK® Products [Sept 25, 2012]
Leading UK Supermarket to Offer NOOK Reading Experience and Products to Millions of Customers Across the Country in Shops and Online this Autumn
NOOK Video™ to Premiere This Fall [Sept 25, 2012]
Coming Soon: Shop Popular Digital Movies & TV Shows Available for Streaming and Download
Content Licensed From Major Studios Including HBO®, Sony Pictures Home Entertainment, STARZ, The Walt Disney Studios, Viacom and Warner Bros. Entertainment to Bring Customers Entertainment Anywhere
NOOK® Simple Touch and NOOK Simple Touch GlowLight™ – Best-In-Class E Ink® eReaders – Now on Sale in UK [Sept 26, 2012]
First Time NOOK® Products Are Available to UK Customers
Starting at Only £79, NOOK eReaders Offer High-Quality Touchscreen and Top-Rated Reading Experience at an Amazing Price
Order Today From Leading UK Retailers
NOOK Simple Touch with GlowLight™ Now Available for the Incredible New Low Price of Just $119 – Unbeatable Value with No Distracting Ads [Sept 30, 2012]
Award-Winning First E Ink® Reader Designed for Reading in the Dark and in Bright Sunlight, At Lowest Price Ever
Barnes & Noble Celebrates Educator Appreciation Week October 13-21 [Ocf 1, 2012]
Special Offers Include Discounts on NOOK® eReaders & Tablets
Presentations Focus on the Digital Classroom and New Nearpod™ Mobile Learning Platform on NOOK

The latest NOOK Device Specs [The NOOK Developer Program, Sept 26, 2012]:

image

Tour NOOK HD & NOOK HD+ [nookBN YouTube channel, Sept 26, 2012]

Introducing NOOK HD and NOOK HD+ — tablets featuring incredible reading and entertainment like you’ve never seen before. To learn more about NOOK HD, visit NOOK.com. Follow us on Twitter! http://twitter.com/nookBN “Like” NOOK on Facebook http://facebook.com/nook Check out The NOOK Blog http://nook.com/nookblog

Barnes & Noble Launches NOOK® HD and NOOK HD+, Lightest and Highest-Resolution 7-Inch HD Tablet and World’s Lightest Full HD Tablet [Sept 26, 2012]

Incredible Reading and Entertainment Like Never Seen Before on 7- and 9-Inch Tablets
Designed for Both Personal Use and the Whole Family to Share – Like Having Multiple Devices in One
NOOK HD Offers World’s Highest Resolution Display Ever on a 7-Inch Media Tablet Starting at Only $199
NOOK HD+ is Lightest, Lowest-Priced Full HD Tablet Ever Starting at Only $269
Unbeatable Values for Top Quality Tablets and No Distracting Ads  Coming to the US and UK This Fall; Pre-Order Starting Today at NOOK.com and Barnes & Noble Stores
New York, New York – September 26, 2012 – Barnes & Noble, Inc. (NYSE: BKS), the leading retailer of content, digital media and educational products, today introduced NOOK HD and NOOK HD+, the lightest HD and full HD tablets. The super-fast and lightweight 7-inch NOOK HD and 9-inch NOOK HD+ feature must-see displays for superior reading and entertainment and an instantly personalized tablet experience for each family member. In fact, NOOK HD boasts the world’s highest-resolution ever on a 7-inch tablet and NOOK HD+ rivals the industry-leading tablet’s display. Starting at the low prices of $199 for NOOK HD and $269 for NOOK HD+,  nearly half the cost of the leading large-format tablet, both products deliver an amazing value for customers, with no annoying ads. With more than three million books, a large selection of magazines and apps, and now with newly launched NOOK Video™ and NOOK Catalog™ content, NOOK HD and NOOK HD+ offer virtually endless reading and entertainment at customers’ fingertips. Both are available for pre-order at www.nook.com and Barnes & Noble stores for customers to enjoy beginning in early November.

The fantastic new 7-inch NOOK HD and 9-inch NOOK HD+ are packed with favorite tablet features that the whole family will love:

A Personalized Tablet Experience for Both Individuals and Families

According to research by Barnes & Noble, more than 50 percent of tablet owners share their devices with others in their family every day. Half also say they would never let their child handle their device unattended. Not surprising, given that more than a third of tablet owners report having content on their devices they don’t want anyone else to see. NOOK HD and NOOK HD+ are designed precisely to provide a personalized experience for individuals and their family members, allowing children to freely enjoy all the content they love without happening upon all that mom and dad would rather they didn’t see. New NOOK Profiles™ instantly transform the device in hand to any family member’s very own tablet. With a quick tap on a profile at the top of the screen, the entire experience magically changes into that family member’s personal tablet as their own content – and personalized recommendations – appear on the display. Now mom’s NOOK becomes Billy’s NOOK, becomes dad’s NOOK and so on. In a blink, one device is like four, five or six. Adults can use their personal passwords to easily access their books, magazines, videos, apps and more. Children can dive into their collection of digital picture books, learning apps and kid-friendly videos, while tweens and teens can access their chapter books, magazines, games and favorite TV shows. Enhanced controls with simple settings and password features empower parents to easily manage their children’s access to the Web, content and shopping.

Must-Have Tablet Features

The new NOOK HD and NOOK HD+ are optimized to deliver unparalleled experiences in the areas that company research showed NOOK tablet owners use most: reading, Web, video and email. The reading experience is unmatched, offering beautifully rendered text, magazines in spectacular HD and lightning fast page turns. Thanks to top-end processors, the newly designed Web browser in NOOK HD and NOOK HD+ is super-fast, making it simple and smooth to surf favorite sites with a tap, pinch and zoom. New to the Web, ArticleView™ allows you to customize your online reading experience. Both NOOK HD and NOOK HD+ offer access to a collection of popular movies and TV shows through new NOOK Video. And an all-new built-in email app offers new features in an easy-to-use, clean format that supports a host of popular personal and work-related email services including Microsoft® Exchange ActiveSync.

NOOK HD 360° View [nookBN YouTube channel, Sept 25, 2012]

NOOK HD – The Most Exceptional Reading and Entertainment Experience in a 7-Inch Tablet

Best 7-Inch Display: NOOK HD includes a newly invented, brilliant display that delivers the highest quality text, graphics and video experience in a 7-inch media tablet. Packed with pixels, every book read, every movie watched, every game played is rendered in a digital quality never before seen. NOOK HD offers the highest-resolution display ever on a 7-inch tablet at 1440 x 900, with an unprecedented 243 pixels per inch and HD video playback of up to 720p. It’s ultra-sharp with 25 percent more pixels than Kindle Fire HD for a better overall viewing experience. Building on the highly advanced laminated displays first seen in the 7-inch category on previous NOOK LCD products, NOOK HD features the most advanced IPS display coupled with world-class optical bonding technology with no air gap to deliver low-glare and a wide viewing angle for sharing.
Super-Light and a Joy to Hold: Weight matters, and no other leading 7-inch HD tablet is lighter than NOOK HD.  By developing a breakthrough design that integrates the display into the device itself, Barnes & Noble eliminated many components to keep NOOK HD super-light, yet durable. At only 11.1 ounces (315 grams) and just 5-inches wide, it’s more than 20 percent lighter and nearly a half-inch narrower than Kindle Fire HD. So, it fits the hand beautifully and is finished with soft-touch paint that makes it comfortable for even a young child to hold. NOOK HD is ergonomically contoured for comfort and slips easily into a men’s suit coat, a woman’s handbag or a child’s backpack.
Lightning Fast: Armed with a dual-core 1.3GHz high-speed processor, NOOK HD is lightning fast, highly responsive and smooth. With its more powerful processor, it’s not surprising that NOOK HD is faster than Kindle Fire HD for a nimble overall experience and 80 percent faster when it comes to graphics processing for smoother, faster animations, renderings, apps experience and more. The 1GB of RAM allows customers to easily zip from one app to another and play movies.
More Choices: The world’s most exceptional 7-inch reading and entertainment tablet is now available for pre-order in two colors, “Snow” and “Smoke.” Starting at just $199 for an 8GB model and only $229 for a 16GB version – both featuring expandable microSD memory storage – customers can pre-order at www.nook.com and at Barnes & Noble stores.

NOOK HD+ 360° View [nookBN YouTube channel, Sept 25, 2012]

NOOK HD+ – The Lightest and Lowest-Priced Full HD Tablet Ever

Spectacular Full HD Display: For those who want to enjoy reading and entertainment on a larger scale, NOOK HD+ offers a must-see full HD 9-inch display with resolution of 1920 x 1280 and 256 pixels per inch for up to 1080p for movies, magazines and more. The fully laminated display reduces glare and provides excellent viewing angles, perfect for personal or shared viewing.  This amazing display rivals the “resolutionary” screen of the leading high-resolution large-format tablet, but is offered in a device that’s more than 20 percent less weight and nearly half the price.
Incredibly Light Yet Powerful: Weighing in at only 18.2 ounces (515 grams), NOOK HD+ is big on display, yet lightweight, easy to hold and take anywhere. It is the lightest full HD tablet ever invented. NOOK HD+ is power-packed by a 1.5GHz dual-core processor with 1GB of RAM for a fast, smooth customer experience, whether browsing the Web, reading books and magazines, watching videos, enjoying apps or checking email.
Best Price Ever for Full HD Tablet: The beautifully designed NOOK HD+, offered in the color “Slate,” features expandable memory for even more storage with options of 16GB for $269 and 32GB for $299 – two astoundingly low prices for a brilliant, super-light 9-inch reading and entertainment tablet.

Both NOOK HD and NOOK HD+ will ship in late October and be available in stores in early November.

“With the combination of the highest resolution screen, lightest weight and expansive access to content rendered in a digital quality never before seen, NOOK HD is the world’s best 7-inch media tablet,” said William J. Lynch, Chief Executive Officer of Barnes & Noble. “We designed our larger format tablet NOOK HD+ because we think there’s big demand from customers for a super-light, extremely high quality 9-inch tablet, at half the price of the iPad. Both our 7-inch NOOK HD and 9-inch NOOK HD+ deliver an exceptional customer experience and we enthusiastically encourage customers to go to nook.com and learn more about them.”

Barnes & Noble Nook HD+ to take on Amazon, Apple [computerworld YouTube channel, Sept 26, 2012]

Announcing Even More NOOK Content and Services to Enjoy

As part of the launch of NOOK HD and NOOK HD+, Barnes & Noble also announced significant new additions and advancements to the NOOK content ecosystem:
A Growing and Diverse Digital Catalog: The NOOK Store™ now offers more than 3 million books including bestselling books, new releases, classics and enhanced titles with special content; the world’s largest collection of nearly 3,500 best-loved English-language children’s interactive picture books; a growing collection of comic books and graphic novels; and picture-perfect art, photography, travel guides and cookbook titles.
New – NOOK Video: Launching concurrently with the shipment of the new products in late October, NOOK Video offers customers their favorite standard and HD movies and TV shows for streaming and download to enjoy in spectacular color and stunning definition on NOOK HD and NOOK HD+. From major studios, networks and companies like HBO®, STARZ, The Walt Disney Studios and Warner Brothers Entertainment, the NOOK Video catalog offers something for everyone in the family to enjoy. Customers will find TV favorites such as Game of Thrones®, Breaking Bad and The Walking Dead to movie favorites like Disney-Pixar’s Brave, The Dark Knight and Harry Potter movies. Both devices are designed with an HDMI compatible port to allow customers to easily connect to their TVs to watch movies and shows in up to full 1080p. Videos streamed and downloaded from the NOOK Store are stored safely and securely in the NOOK Cloud™, so NOOK Video content can also be viewed on NOOK devices, TVs, smartphones and tablets via a suite of new free NOOK Video apps. Like free NOOK Reading apps, all-new NOOK Video apps automatically sync so customers can pick up watching right where they left off on the compatible device of their choosing.
UltraViolet™ Support: NOOK HD and NOOK HD+ are the first UltraViolet-enabled tablets, so right out of the box they seamlessly integrate a customer’s compatible physical DVD and Blu-ray Disc™ purchases and digital video collection across their devices. Customers will be able to easily link their UltraViolet accounts to the NOOK Cloud allowing them to view their previously and newly purchased UltraViolet-enabled movies and TV shows across NOOK HD and NOOK HD+ devices, NOOK Video apps and third-party applications. In addition to purchasing a digital version via NOOK Video, customers can shop for DVDs and Blu-ray Discs with the UltraViolet logo in Barnes & Noble and other retail stores, add them to their digital collection, and instantly watch compatible titles from the NOOK Cloud to enjoy wherever they go and however they choose.
Magazine 2.0: NOOK Newsstand™ has the largest digital collection of the top 100 bestselling magazines available for both digital subscriptions and single copy sale. With NOOK HD and NOOK HD+, the industry-leading magazine experience just got even better. A new visual table of contents lets customers view thumbnails of the entire magazine and simply tap the article they want to read first. Magazines feature a super-fast, 3D-like page turn and include built-in hot spots for readers to quickly jump to specific articles and go deeper on a subject or story through audio, video and Web linking.  NOOK’s innovative ArticleView lets the reader focus only on the text, customized to their needs. The company also introduced a breakthrough NOOK Scrapbook™, where magazine readers can virtually clip pages of interest and save them in customized digital scrapbooks.
All-New Newspaper Experience: Extra! Extra! NOOK Newspapers have an all-new design on NOOK HD and NOOK HD+ that make it even easier and more fun to read newspapers digitally. Customers can view and choose each of the paper’s sections on the left column to tap and read in a snap. The large selection of daily and weekly newspapers are available through subscription or single copies and are automatically downloaded via Wi-Fi® to the device when available for reading with morning coffee, on the commute home or anywhere in between.
New – NOOK Catalog: NOOK Catalog offers a convenient browsing and shopping experience through a selection of colorful, complimentary catalogs from leading retailers including Pottery Barn, L.L.Bean, Frontgate, Garnet Hill and Harry & David – with 100 top catalogs available this holiday. Customers’ catalogs are delivered magically to their devices when published so they can virtually flip through the pages to explore, tap on a product of interest for more information from the retailer’s Web site and make a purchase. The new NOOK Scrapbook feature can also be used to rip and save select pages in a personalized collection along with other chosen pages saved from catalogs and magazines.
Top Apps: The global developer community has quickly been innovating and adding to the catalog of high-quality NOOK Apps™. The number of NOOK Apps has grown 10x in the last year and 100x since launching and includes all the most popular and bestselling top 100 app titles for tablets available anywhere. NOOK Apps features a wide range of titles for the whole family, including the hottest games, as well as lifestyle, productivity, news, entertainment and reading apps. In fact, only the NOOK Store provides helpful age recommendations for parents and lets customers browse by subject area to find the perfect app for their child among the broadest and the most curated app collection of kids’ educational apps on any Android store. With games and activities focused on language, math, puzzles, reading, art and more, NOOK provides families with hours of playful learning that helps kids make the most of their “screen time.”
Newly Revamped NOOK Store – A Better Way to Shop & Find Content: NOOK HD and NOOK HD+ bring a new level of personal shopping service to the device experience. Customers can tap on the Your NOOK Today™ icon on the home screen to reveal fresh content and personalized recommendations each day. This includes their latest newsstand subscriptions delivered virtually, plus cool apps and new titles matched to their profile.
And just like a great bookshop, the revamped NOOK Store is a place of continuous discovery. The new store experience allows customers to easily shop by department or explore new NOOK Channels™, a pioneering recommendation system that combines the unrivaled knowledge of Barnes & Noble booksellers with advanced algorithmic technology to create an unparalleled, curated browsing experience. Targeted by interest and sensibility, each NOOK Channel programs a rich stream of reading – and soon movies and apps – that includes the latest releases as well as backlist gems, bestsellers as well as offbeat treasures. Customers can browse and shop Channels that will expand their passions for the authors and subjects they love, from Paranormal Romance, War Stories, and Books to Talk About to Jane Austen & Heirs, The New Classics, History by Plot and Books Every Kid Should Know.
NOOK Cloud: All NOOK content is delivered via Wi-Fi and safely stored through NOOK Cloud, making NOOK Books, videos, apps and other content accessible across NOOK, personal computing and mobile devices using free NOOK Reading and NOOK Video apps.

Additional NOOK HD and NOOK HD+ Highlights

  • Battery Life that Lasts: Both devices feature extra-long battery life optimized for extended use.  NOOK HD offers up to 10.5 hours of continuous reading and up to 9 hours of video watching, while NOOK HD+ boasts up to 10 hours and up to 9 hours for reading and video, respectively, all with Wi-Fi off.
  • Expandable Storage: In addition to generous onboard storage, NOOK HD and NOOK HD+ also feature expandable memory using a separate microSD card (up to 64GB) – another feature not offered on Amazon’s tablets. NOOK gives customers an economical and flexible way to carry their personal content, PDFs, music, videos and more anywhere.
  • A Better Value, Ad-Free:  NOOK HD and NOOK HD+ offer brilliant displays so customers can enjoy their favorite content and personal photos, not annoying ads as with Amazon’s tablets. And with low prices starting at $199 and $269 respectively, always ad-free NOOK tablets are a better value than Amazon’s, which charges customers an additional $15 for freedom from advertising offers on their tablet home page.
  • Ready for Power:  Barnes & Noble also knows that customers prefer to charge their tablets quickly with an AC adapter, every new NOOK HD and NOOK HD+ has one included at no extra cost. Amazon charges $20 for their tablets’ adapters sold separately.
  • Superb Sound:  To deliver excellent audio, NOOK HD and NOOK HD+ are designed with customized speakers and utilize SRS TruMedia™* to create a wide sound field, deep bass, clear vocals and strong midrange performance. Whether listening through the device’s speakers, a pair of headphones or on a Bluetooth-enabled speaker, customers will enjoy a rich audio experience watching videos, listening to music, reading children’s picture books or playing games.
  • A NOOK of One’s Own: Gallery has never been so personal with instant access to cherished memories from popular photo sharing and social networking sites. Customers can add even more photos to the Gallery from their computer or emails. NOOK becomes each family member’s very own when they pick a favorite photo for the home screen and screensaver for each individual profile – instead of annoying ads. NOOK HD and NOOK HD+ also make it easy to share photos via email or in person, by connecting NOOK to a TV.
  • Easy to Use New Interface: Both new tablets feature an all-new beautiful “paper-like” user interface that gets customers right into the content they want, and allows quick access into core applications: Home, Library, Shop and Web. The new experience is intended to make NOOK HD and NOOK HD+ the easiest tablets on the market to use, empowering customers to take advantage of its extensive functionality and enjoy a reading experience that far surpasses that of any other tablets.
  • Stay Connected More Easily:  The all-new email app on NOOK HD and NOOK HD+ lets customers stay connected with what’s happening at the office through support for Microsoft Exchange ActiveSync. Customers can check business email and sync calendar and contacts, too.  NOOK HD and NOOK HD+ also support email, calendar and contacts syncing for popular services like Gmail, Hotmail and Outlook.com, as well other popular POP3/IMAP email services like Yahoo!, AOL and more.
Experience the entire NOOK family of products at www.nook.com or at the NOOK Digital Shops and displays in one of Barnes & Noble’s more than 700 bookstores and other leading retailers including Best Buy, Target and Walmart, which will soon take pre-orders, and many others. Barnes & Noble offers Always Free NOOK Support in all of its neighborhood bookstores, with more than 40,000 NOOKsellers across the country ready to assist customers with setting up their NOOK devices or choosing their next great read.
Pre-orders for NOOK HD and NOOK HD+ will begin next month for customers in the United Kingdom, as the products will be available there through leading retailers and www.nook.co.uk in late November.

2. About Liberty Media Corporation: see also Asset List

The biggest chunk is which they are going to separate from the rest as per the LMC 2012 Annual Meeting presentation slides [Aug 8, 2012]

Starz Entertainment, LLC, is a premium movie and original programming entertainment service provider operating in the United States. The company offers 17 premium channels including the flagship STARZ® and ENCORE®brands with approximately 20.7 million and 34.2 million subscribers respectively. Starz Entertainment airs in total more than 1,000 movies and original series every month across its pay TV channels. Starz Entertainment is recognized as a pay TV leader in providing HD, On Demand, HD On Demand and online advanced services for it s STARZ, ENCORE and MOVIEPLEX brands. Starz Entertainment (www.starz.com) is an operating unit of Starz, LLC, a wholly-owned subsidiary of Liberty Media Corporation.
Starz Media, LLC, is a programming production and distribution company operating worldwide. It includes the Film Roman, Anchor Bay Entertainment, and Manga Entertainment brands. Its units create animated and live-action programming and programming created under contract for other media companies. It distributes that programming, and programming acquired from outside producers, through home video retailers, theaters, broadcasters, ad supported and premium television channels, and Internet and wireless video distributors in the US and internationally. Starz Media (www.starzmedia.com) is a controlled subsidiary of Liberty Media Corporation attributed to the Liberty Capital Group.

Starz, LLC: 100%

Starz, LLC, is a premium movie service provider operating in the United States. It offers …. and offers advanced services including Starz HD, Encore HD, Starz On Demand, Encore On Demand, MoviePlex On Demand, Starz HD On Demand, Encore HD On Demand, MoviePlex HD On Demand, and Starz Play.

Then come very large companies in which LMC has a controlling share:

Live Nation Entertainment, Inc. (NYSE: LYV): 26%
Largest live entertainment company in the world, consisting of five segments: concert promotion and venue operations, sponsorship, ticketing solutions, eCommerce and artist management.
Barnes & Noble, Inc. (NYSE: BKS): 17%
The world’s largest bookseller and a Fortune 500 company, operates bookstores in 50 states and conducts its online business through BN.com (www.bn.com), one of the internet’s largest e-commerce sites, which also features more than two million titles in its NOOK Bookstore™.
Sirius XM Radio Inc. (NASDAQ: SIRI): 49%
Sirius XM Radio is America’s satellite radio company [in 2011 its revenue exceeded $3 billion]. SiriusXM broadcasts more than 135 channels of commercial-free music, premier sports, live news, talk, comedy, entertainment, traffic and weather to 22.9 million subscribers. We are one of the world’s largest pure-play audio entertainment companies and we are among the largest subscription media companies in the United States. SiriusXM broadcasts to subscribers everywhere they want to listen on more than 800 devices for cars, boats, the home or office, and through a wide range of mobile devices.
SiriusXM offers an impressive array of content that spans virtually all genres and interests, including Howard Stern, Martha Stewart, Oprah Winfrey, Dr. Laura, Jamie Foxx, Opie & Anthony, Bob Edwards, Chris “Mad Dog” Russo, Jimmy Buffett, Elvis,Eminem, The Grateful Dead, B.B. King, Pearl Jam, Willie Nelson, Frank Sinatra, and Tom Petty. SiriusXM is the leader in sports programming as the Official Satellite Radio Partner of the NFL, Major League Baseball®, NASCAR®, NBA, NHL®, and PGA TOUR® and offers major college sports.
SiriusXM has arrangements with every major automaker for installation of satellite radio in their vehicles. SiriusXM products are available through shop.siriusxm.com and at retail locations nationwide. SiriusXM programming is also available atsiriusxm.com/whatson, and on Apple iPad, iPhone and iPod touch, BlackBerry and Android-powered smartphones using the SiriusXM Internet Radio App.
SiriusXM provides premium real-time video, traffic, weather, data and information services for subscribers in cars, trucks, RVs, boats and aircraft through Sirius Backseat TV™, Sirius Travel Link, XM NavTraffic®, Sirius Traffic™, XM Nav Weather™, and Sirius Marine™.

as well as investment companies of the same kind:

Liberty Associated Partners, L.P.: 29%
Principal investment firm specializing in private equity investments
Associated Partners, L.P.: 37%
Investment and operating partnership that targets long-term, risk-balanced and tax-efficient returns

then two sizeable investments with full ownership:

– “Atlanta Braves”: Atlanta National League Baseball Club, Inc.: 100%
see: Wikipedia Atlanta Braves article and official Atlanta Braves site
TruePosition, Inc.: 100%
TruePosition is the leading provider of location determination and intelligence solutions for the safety and national security markets worldwide. TruePosition offers a portfolio of industry-leading location technologies, future-proof platform products, innovative applications, and comprehensive networking and systems services to enable the creation of carrier-grade location solutions for private enterprise and government agencies to protect citizens, combat crime, and save lives.

and a number of smaller holdings (large company but meager share like 1% or smaller company with significant share) according to these logos:

image

Qualcomm decided to compete with the existing Cortex-A5/Krait-based offerings till the end of 2012

Update: Nvidia Tegra 3 under strong pressure from S4 Pro, say Taiwan makers [DIGITIMES, Dec 7, 2012]

Snapdragon S4 Pro series processors developed by Qualcomm have brought increasing competitive pressure on Nvidia’s Tegra 3 because of its superior overall performance-cost ratio, according to Taiwan-based handset supply chain makers.

Although Nvidia successfully landed orders for Google’s Nexus 7 and Microsoft’s Surface RT in 2012, with Microsoft reportedly planning to adopt Qualcomm’s platform for its next-generation Surface RT, while Tegra-based smartphones have only had average sales performance, Nvidia may find it difficult to continue achieving strong growth in 2013 like in 2012.

In 2012, Nvidia received Tegra orders for smartphones including the HTC One X, LG Electronics Optimus 4X H, ZTE Era, K-Touch Treasure V8 and Fujitsu’s devices.

Qualcomm is expected to start fierce competition against MediaTek and China-based handset chipmakers in China’s mid-range to entry-level smartphone market in the first quarter of 2013, challenging Nvidia’s plans of releasing a solution for CNY1,000 smartphones (US$160), while Qualcomm’s aggressiveness over striving orders from tablet players with its reference design, which is set to release in the first half of 2013, also places strong pressure on Nvidia, the sources noted.

With the new Snapdragon S4 class additions announced three days ago we can make the conclusion that:
– Snapdragon Cortex-A5 based S4 Play smartphones will get quadcore capability only in the first quarter of 2013, so the current S1 and further dual core S4 Play smartphones are to compete till the end of the year.
– Snapdragon Krait-based S4 Plus smartphones will have mid-range LTE (in so called World Mode form) “high-volume“ versions only in the first quarter of 2013, so the current S4 Plus smartphones and similar upcoming ones are to compete till the end of the year.
– No decision was taken for the Cortex-A5 based S4 Play TD-SCDMA smartphone market thus letting Spreadtrum and its competitors to capture the corresponding China Mobile entry market even more.

What does it mean?

For the last, Spreadtrum et al observation it means that Qualcomm cannot do anything yet but stand still as according to my Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets [July 26 – Aug 16, 2012] post (here on this blog) the entry level TD-SCDMA smartphone market is moving from sub $150 to sub $100 in the H2 2012.

For the other two observations we should first understand what has been delivered so far with Cortex-A5 and Krait based SoCs by the smartphone vendors.

The current Cortex-A5 based Snapdragon S1 UMTS and Krait based S4 Plus UMTS and World Mode SoCs from Qualcomm were adopted by global brands so far as follows:

image image
Source: smartphones in PDAdb.net counted for corresponding SoCs as of Sept 28, 2012

image

Smartphones based on the new Cortex-A5 SoCs detailed above were introduced
as shown on the chart below:

image image

while the introduction of the new Krait-based smartphones is shown on the above chart
and it was for the UMTS & World mode S4 class Plus tier SoCs detailed below as follows
(i.e. the CDMA/UMTS S4 class Plus tier SoCs were not reflected in the above chart): image

So there were no Adreno 305 based S4 class Plus tier smartphones introduced to the market yet except a single one from HTC for November timeframe, actually with Windows Phone 8. This single fact means, however, that in October and November more such smartphones could be introduced as the HTC case shows the Adreno 305 related SoCs availability for Q4 2012. So powerful by today’s market standards yet sold at mass market prices MSM8x27 based Windows Phone 8 and Android smartphones could be available on the market from November at the latest.

Similarly we can expect mid-tier WP8 and Android smartphones based on MSM8x30 SoCs to become available in October or November at prices which are between the latest premium smartphones like Samsung Galaxy S III or HTC One XL, and the new mass market yet “powerful” ones introduced at the same time. As you could see via the number of new premium models introduced so far (not less than 43 if you will add up the numbers attached to each type of new premium SoCs in the table above), the new premium category is well established already both in price and functionality.

Now the global brands could safely establish the new “mid-range” and “mass-market yet powerful” segments of the smartphone market with Qualcomm capable of delivering the new Krait and UMTS—CDMA/UMTS—World Mode technologies in greater volumes than before. With the decision of postponing the availability of the new higher end LTE (World Mode) mid-range category to the Q1 2013 Qualcomm and its global brand partners are in fact letting the market to sort out in November-December the acceptable pricing below whatever MSM8930 could bring in addition to that in Q1 2013.

Somewhat more interesting and remarkable is the case of entry level smartphones which is covered in Qualcomm’s new segmentation strategy by the S1 class Play tier (see the table above). With the decision of leaving the active formation of the new entry-level segment to competitors like MediaTek and Spreadtrum till the end of the year Qualcomm shows not only the company’s unpreparedness to compete fully in TD-SCDMA market (as was already indicated in the beginning of this post), but also a more general unpreparedness to compete with a broader China based phenomenon currently most visible via MediaTek as it was shown in my earlier:
Core post: Boosting the MediaTek MT6575 success story with the MT6577 announcement  – UPDATED with MT6588/83 coming early 2013 in Q42012 and 8-core MT6599 in 2013 [June 27, July 27, Sept 11-13, Sept 26, 2012]. Quoting from that:

… MediaTek 28 nanometer quad-core A7 smartphone chip MTK6588 launch time is expected to advance to the fourth quarter of this year from the first quarter of next year! Because the price is very competitive, only 18 to 20 dollars, not only quadcore smartphone prices in mainland China will immediately fell to less than 150 dollars following that, the company will also have the opportunity to break into [the market of ] first-tier [i.e. global brand] manufacturers such as Samsung. …
Mediatek’s biggest “backer” [in terms of stock market performance] is expected to be the launch of MT6588 (quad-core A7 [with] TD-SCDMA/WCDMA) and MT6599 (8 core of the ARM [with] LTE/TD-SCDMA/WCDMA) smartphone chips in 4th quarter [of this year] and in the next year, respectively.
… we will see in the near future more dual-core 1.7Ghz Krait-based MSM8960A [on one hand], and MSM8974 [on the other], which is same but with quad-core, rather than next to the launch of 8225Q. …
… the fastest possible production of MediaTek quad-core mobile processor chip MTK6588 will start in October this year a small amount, quantity should not be a lot, may be available only to large client proofing purposes. Rumored MediaTek MTK6588 manufacturing cost is even less than dual-core MTK6577. …
MT6588 has a 4-core CPU [Cortex-A7 (!), see on the second slide below] clocked at 1GHz [1.XGHz rather, see the included slides below], supports dual-channel at maximum 1066Mbps, has an integrated multimode modem for WCDMA [+ it is delivering HSPA+ WCDMA performance (!) vs just HSPA with MT6577/75, see the first slide below] and TD (!), that is it can support both Unicom [latest upgrade to HSPA+ service, see the news in the original post materials much below] and China Mobile 3G network, supports an up to 13 MP camera and 1080P video playback. It finally has a GPU upgrade with SGX544, doubles the resolution to 1280×800 HD level, and has 32KB L1 cache and 1MB L2 secondary cache.
Along the MT6588 there is a 28nm dual-core version, MT6583 on the MediaTek 2012 product roadmap. From the chipset parameters it is evident that MT6583 is a scaled down version of MT6588. It has 2 cores less, the camera support is 8MP, the video decoder is of 720P level, and the resolution is down to 854×480.
It is understood that MT6588 and MT6583 will be in production in the first quarter of 2013, early next year the fastest.

The MediaTek product roadmapMTK MT6588 chip Introduction

Qualcomm’s problems are already immense as follows from another core post of mine stating not less than The low priced, Android based smartphones of China will change the global market [Sept 10-17, 2012], from I will just include this quote:

The best smartphone based on the MediaTek MT6577 both technically and in terms of price is the MT6577-based JiaYu G3 with IPS Gorilla glass 2 sreen of 4.5” etc. for $154 (factory direct) in China and $183 [Sept 13, 2012], which is also the best example of the low priced, Android based smartphones of China will change the global market.

This SoC competitor is also “deadly serious” as MediaTek plans for quad-core chips in budget smartphones by early 2013 [Engadget from China Times (translated) sources, Sept 26, 2012].

Considering also the fact that Spreadtrum’s TD-SCDMA effort will meantime drive the entry level TD-SCDMA smartphone market from sub $150 to sub $100 level in the H2 2012 Qualcomm has to completely redefine its original plans for the upcoming S1 class Play tier by Q1 2013. Especially because its crucial global brand partners are embracing the new Chinese phenomenon as evidenced by the quite new Huawei Ascend G306T (Huawei T8808D) [Sept 14, 2012] example currently sold in China for $183 (Yuan 1,148). Note that here is IPS screen etc. so this is higher than the very entry level.

Note as well that Qualcomm is heavily restricted by the shortage of 28nm foundry capacity which will be lifted only by the end of the year as described in my earlier:
Core post: Qualcomm’s critical reliance on supply constrained 28nm foundry capacity [July 27, 2012]

So for Q1 2013 the company will have plenty of room for effective actions in the competitive space quite unlike this time. It will be interesting to see what happens next!

Related announcements and videos by Qualcomm:

Before the new announcement Qualcomm issued the following “image” video:
How Snapdragon processors stack up against the competition [QUALCOMMVlog YouTube channel, Sept 20, 2012]

With so many devices launched every day, what claims to be new may not always be up to speed with current technology. In this video, you’ll see how a Qualcomm Snapdragon processors compare to the competition’s latest processor.

Qualcomm Announces New Snapdragon S4 Play MSM8x25Q Processors with Quad-Core CPUs and Reference Design Counterpart for High-Volume Smartphones [Qualcomm press release, Sept 27, 2012]

— Snapdragon S4 Plus MSM8x30 Platform to Support LTE -TDD/TD-SCDMA and All Three China Operators
BEIJING – September 27, 2012 – Qualcomm Incorporated (NASDAQ: QCOM) today announced the addition of two new Snapdragon™ S4 mobile processors: the MSM8225Q and MSM8625Q. Both are members of the Snapdragon S4 Play processor tier, optimized specifically for a broad range of smartphone users seeking faster applications and better user experiences. Snapdragon S4 Play processors will now offer OEMs both dual-core and quad-core CPUs and performance for entry-level smartphones, with the more advanced version featuring higher bus bandwidth, larger screen resolution support, HD video and enhanced user experiences. Both processors will be ready for customer sampling by end of 2012 and are expected to be shipping in commercial devices in the first quarter of 2013.
The MSM8225Q and MSM8625Q processors incorporate quad-core CPUs and are the upgraded software compatible variants of the highly successful Snapdragon S4 Play MSM8225 and MSM8625 processors, which both feature dual-core CPUs and dual SIM support. The quad-core variants will support LPDDR2 memory, increasing the bus bandwidth for improved features such as 720p display and 720p video encode and decode. Snapdragon S4 Play MSM8625Q features Qualcomm’s integrated multimode UMTS/CDMA modem, and the MSM8225Q has an integrated UMTS modem. Both processors enable Wi-Fi, Bluetooth 4.0 and FM connectivity using the Qualcomm Atheros AR6005 and WCN2243 chips.
In addition, Qualcomm also announced a single platform, the Snapdragon S4 Plus MSM8930, that supports all China operators with UMTS, CDMA and TD-SCDMA. Furthermore, this single platform will support LTE -TDD and TD-SCDMA, targeting mid-tier smartphones for use in China. Announced in February 2011, this processor features dual-core CPUs and as the world’s first single-chip solution with an integrated LTE modem, it is designed to take LTE to high-volume smartphones. Snapdragon S4 Plus MSM8930 with LTE-TDD and TD-SCDMA support will be ready for customer sampling by the end of 2012 and is expected to be shipping in commercial devices by the first quarter of 2013.
Qualcomm will also be releasing Qualcomm Reference Design (QRD) versions of all three processors. The QRD program includes comprehensive handset development platforms and an ecosystem program providing access to third-party providers of tested and verified hardware and software components so customers can rapidly deliver differentiated smartphones to budget conscious consumers. The Wi-Fi, Bluetooth and FM connectivity technologies have been pre-validated and tested with the QRD platform to provide reduced time-to-market. There have been more than 50 public QRD-based product launches to date in collaboration with more than 40 OEMs, and there are 100 designs in progress, including QRD-based smartphones enabled by these new Snapdragon S4 Play and Plus processors, which are also expected to be available by the first quarter of 2013.
“Our broad portfolio of Snapdragon S4 mobile processors delivers the optimal balance of features and performance for the high-volume smartphone segment,” said Cristiano Amon, senior vice president and co-president of mobile and computing products. “By offering both dual-core and quad-core CPU versions of the Snapdragon S4 Play processor, we are providing our OEM and operating partners a competitive and differentiated platform.”
The new Snapdragon S4 Play and Plus processors are designed specifically for high-volume smartphones, and they provide device manufacturers the ability to migrate their existing Snapdragon S1-based designs to S4 dual- and quad-core CPU-based designs. This capability is particularly useful for device manufacturers looking to efficiently expand their smartphone product lines with more advanced 3G/LTE smartphone products.

This announcement coincided with a new Graphics Benchmarking [QUALCOMMVlog YouTube channel, Sept 26, 2012] published for Qualcomm’s highest Adreno 320 GPU which is also in the MSM8960 SoC of the Pro tier of the S4 class for which no smartphones were introduced yet (probably in Q1 2013 we will see them):

Watch how the graphics performance of Qualcomm’s quad-core Snapdragon S4 (APQ8064) with integrated Adreno 320 GPU compares with a competitor quad-core platform. Kishonti Informatic’s GLBenchmark 2.5, the newest and highest-end 3D graphics benchmark available today, plays noticeably more smoothly with Snapdragon and Adreno.

Along with the first “image” video the company also issued another “giving assurance” type video: Vellamo™ Mobile Benchmark Suite: Setting new standards for system-level mobile benchmarking [QUALCOMMVlog YouTube channel, Sept 20, 2012]

Here at Qualcomm, we place a great degree of importance on developing sound methodologies and best practices for benchmarking mobile performance across all devices. We think it’s a critical part of our overall evaluation of our own designs and those of our competitors — because ultimately the quality of the experience on your mobile device depends on performance. Vellamo was created using our own benchmarking expertise. It is a series of tests designed to evaluate which Android devices deliver the best mobile experiences. We are proud to announce that we’ve launched a new version of Vellamo on Google Play. Vellamo began as a mobile web benchmarking tool that today has expanded to include two primary chapters. The HTML5 Chapter evaluates mobile web browser performance and the Metal Chapter measures the CPU subsystem performance of mobile processors. Through a click-and-go suite of tests, Vellamo can rate things like: scrolling and zooming, 3D graphics, video performance and memory read/write and peak bandwidth performance and much more. Simply launching a chapter runs the full suite of tests in that particular chapter, providing the user with an overall performance score. That score can then be uploaded and compared to the scores of other devices. More detail on the specific tests included in each Vellamo chapter can be found here. We think Vellamo is pretty enticing. Check out the video demo below, download the app on Google Play and find out how your device scores and compare scores!

Here is worth to remind you about my last year’s post that Qualcomm is very close to getting the HTML5 web apps performance and feature set to rival that of native OS apps [Oct 11, 2011]. Reading that one will understand this whole Velamo effort from both technical and marketing point of view.

Now the latest Qualcomm video about the envisaged market segmentation of its offerings:
Snapdragon Overview [QUALCOMMVlog YouTube channel, Aug 30, 2012]

Michelle Leyden Li, Senior Director of Marketing at Qualcomm, explains the new Snapdragon system of tiers, whether it’s the entry-level space in the emerging markets or high-end devices like the HTC One X and Samsung Galaxy S3. The Snapdragon S4 tiers will also make it easier for Qualcomm’s customers and consumers to identify the right processor and its wide-array of features and specifications. To learn more about Qualcomm visit http://www.qualcomm.com or connect with us at: http://www.facebook.com/qualcomm, http://www.youtube.com/qualcomm and Twitter@Qualcomm.

Qualcomm Launches Tiers for Snapdragon S4 platform [Qualcomm’s OnQ blog, June 6, 2012]

Today, Qualcomm launched distinct tiers for its Snapdragon processor platform, starting with the S4 series. The Snapdragon S4 portfolio of processors now includes four distinct tiers – Prime, Pro, Plus and Play—that will better explain the capabilities of the many chipsets within the S4 class, as well future Snapdragon processors.
You probably became acquainted with the Snapdragon processor brand through smartphones and tablets, but the road ahead for these powerful processors will scale beyond such devices. With the launch of the highly-capable Snapdragon S4, our processors are now destined to appear in new platforms like Windows 8 PCs, SmartTVs and set top boxes. The number of device form factors that can potentially benefit from Snapdragon processors’ balance of power and battery efficiency is endless. Our new system of tiers should make it easier for Qualcomm’s customers and consumers to identify the right processor and its features.

Below is a description of each tier:

Snapdragon S4 Prime designed to bring high performance applications, web browsing and connectivity to TVs and set top boxes. Processors in the S4 Prime tier include: MPQ8064.

Snapdragon S4 Pro designed to bring computing-class processors to PCs, tablets and high-end smartphones. Processors in the S4 Pro tier include: APQ8064 and MSM8960T.

Snapdragon S4 Plus covers a broad range of powerful smartphone and tabletprocessors. Processors in the S4 Plus tier include: MSM8960, APQ8060A, MSM8660A, MSM8260A, APQ8030, MSM8930, MSM8630, MSM8230, MSM8627, and MSM8227.

Snapdragon S4 Play consists of processors for high-volume smartphones. Processors in the S4 Play tier include: MSM8625 and MSM8225.

When you look at the broad range of things that Snapdragon S4 processors can do, you’re more likely than ever to be using one.

Download Snapdragon S4 Infographic

Qualcomm Brings Snapdragon S4 Processors to High Volume Smartphones and Expands Qualcomm Reference Design Development Platform and Ecosystem Program [Qualcomm press release, Dec 8, 2011]

Addition of Two New Snapdragon S4 Mobile Processors Compatible with QRD Development Platforms Brings Dual-Core Processing and Integrated 3G Connectivity to High Volume Smartphones
SAN DIEGO – December 08, 2011 – Qualcomm Incorporated (NASDAQ: QCOM) today announced two additions to its Snapdragon® S4 class of mobile processors: the MSM8625 and the MSM8225 chipsets. Both chipsets provide dual core CPUs operating up to 1 GHz, Qualcomm’s Adreno® 203 GPU and an integrated 3G modem. The MSM8625 and MSM8225 chipsets are designed to be hardware and software compatible with the MSM7x27A and MSM7x25A family of chipsets, giving device manufacturers the ability to seamlessly migrate their existing Snapdragon S1-based designs to S4 dual core-based designs. This capability is particularly useful for device manufacturers to efficiently expand their smartphone product lines with more advanced and more capable 3G smartphone products.
To further simplify and improve time-to-launch of cost effective 3G solutions for device manufacturers, Qualcomm also announced the third-generation of its Qualcomm Reference Design (QRD) ecosystem program to enable third party device manufacturers to develop differentiated high volume smartphones with lower development costs and faster time to market. The QRD ecosystem program includes a comprehensive set of software and hardware components that allows third party hardware and software vendors to have their products pre-tested and optimized for the QRD development platform. A pre-tested and optimized platform gives device manufacturers a development platform with the hardware components (memory, sensors, touch panels, cameras, displays, RF, etc.) and software applications and features (browsers, map/navigation, mail, music, instant messaging, fonts and languages, etc.) needed for basic smartphone functionality already in place. This allows device manufacturers to focus their engineering resources on developing value-added features that will help make their high-volume smartphone stand out from the competition. The QRD ecosystem program is designed to help device manufacturers developing products for regions whose networks are evolving from 2G to 3G and high volume smartphones are becoming increasingly popular.

The MSM8625 and MSM8225 chipsets will be available on Qualcomm’s third generation QRD development platform in the first half of 2012, in addition to being available as standalone chipsets. QRD development platforms based on both the MSM7x27A and MSM7x25A chipsets are currently available. Qualcomm has shipped over 100 million MSM7225 and MSM7227 chipsets, and smartphones based on these chipsets are operating on multiple carrier networks worldwide.

“Smartphones present a large business opportunity for many of our customers, which is why we have created the QRD ecosystem program to assist them with developing compelling product designs with competitive differentiation,” said Cristiano Amon, senior vice president of product management at Qualcomm. “The program combines all the elements our customers need to get a new smartphone design to launch quickly and cost effectively, from carrier-ready hardware and software to local technical support resources.”
“As Snapdragon processors power many of today’s most popular smartphones, we are working to port a variety of our core applications to the various QRD platforms,” said Chengmin Liu, senior executive vice president of Tencent, China’s largest integrated internet services provider. “This will offer our customers a strong processing solution to power our applications for future smartphone designs.”

Qualcomm Unveils New Snapdragon Mobile Processors Across All Tiers of Smartphones and Tablets [Qualcomm press release, Nov 16, 2011]

Qualcomm Incorporated (NASDAQ: QCOM) announced today the expansion of its Snapdragon S4 class of next-generation mobile processors and the enhancement of its Snapdragon S1 solutions for entry-level smartphones.
The addition of new Snapdragon S4 processors, which are aimed at lowering design, engineering and inventory costs while bringing leading-edge 3G and 4G Internet connection speeds, will allow OEMs to introduce S4-based devices with next-generation mobile architecture throughout their respective device roadmaps—from basic smartphones to high-end smartphones and tablets. The enhanced S4 processors are also optimized for use with a suite of software solutions available from Qualcomm that help enable OEMs to deliver industry-leading feature sets for multimedia, connectivity, camera, display, security, power management, browsing and natural user interface design.
The Krait CPU is the next generation of Qualcomm’s micro architecture and is purpose-built from the ground up for significant mobile performance and power management advantages leading to enhanced user experience and better battery life. The Krait CPU is an essential part of the Snapdragon S4 class of processors. Today, Qualcomm announced several new S4 chipsets, including the MSM8660A, MSM8260A, MSM8630, MSM8230, MSM8627,MSM8227, APQ8060A and APQ8030. These are additional chipsets to the previously announced MSM8960, MSM8930 and APQ8064. Snapdragon S4 MSM processors include Qualcomm’s leading-edge wireless modem technologies, including EV-DO, HSPA+, TD-SCDMA, LTE FDD, LTE TDD andWi-Fi® standards. Devices based on Snapdragon S4 processors are expected to appear in early 2012.
The Snapdragon S1 product line is driving smartphone growth in all regions, and it offers a significant opportunity for market expansion and migration to 3G. To further this trend, Qualcomm is also announcing an upgrade to four of its existing Snapdragon S1 mobile processors. The MSM7225A, MSM7625A, MSM7227A and MSM7627A have been upgraded to deliver better performance and will enable new mobile experiences for entry-level smartphone users, particularly those transitioning from 2G to 3G.

Qualcomm Announces a Bunch of Krait Based Snapdragon S4 SoCs [Anandtech, Nov 16, 2011]

If you want an 8960 without integrated LTE, Qualcomm has an SoC for you: the MSM8x60A. The CPU specs are the same as the 8960, just without LTE support.
Below the 8960 is the MSM8930, a dual-core Krait (up to 1.2GHz) offering with only a single LPDDR2 memory channel (up to 1066MHz data rate). The 8930 will actually use a faster GPU than the 8960, the Adreno 305, although it’ll be more memory bandwidth limited. The 8930 will also debut later than the 8960 partially due to its new GPU.
The 8930 features LTE support, but if you want a version without it there’s the new MSM8x30. Similarly, if you want a version without an integrated baseband altogether there’s the APQ8030. The ISP in the xx30 series supports 1080p video decode and up to a 13.5MP camera (down from 20MP in the xx60 SoCs).
There’s an even even more affordable S4 in the lineup: the MSM8x27. Here you get two Krait cores running at up to 1GHz, a single channel LPDDR2 interface (800MHz max data rate). Video decode is limited to 720p in the 8×27.


[* the numbering change is: MSM8270 –> MSM8x60A]

The low priced, Android based smartphones of China will change the global market

During the 12 months or so China took over the overall leading market role for smartphones from the key markets considered to be in the lead: US, Australia, Brazil, Great Britain (GB), Germany, France, Italy and Spain.

An even more dramatic change was that while on the old, combined lead market of the above countries high/moderate margin products were the dominating ones, on the new lead market of China average retail prices went down in the second quarter of 2012 to 1560 yuan (i.e. US$246) for the #1 Android with a whopping 82.8% market share, and to 1320 yuan (i.e. US$208) for the #2 Symbian now having only 6% share of the market.

It is notable as well that in China Apple had only a 6% market share vs. 23.7% in the combined old lead markets. According to a recent Reuters video report from Hong Kong we are witnessing (you can also watch this report in this post, as embedded well below in the following elaboration of details):

… commoditization of smartphones … hardware specifications for the handsets have already peaked…

A race to the bottom therefore will present a major challenge for Apple and Samsung who put together have dominated the industry in the last couple of years. If the China trends spread globally the shift to cheaper handsets will mean tighter margins and slower growth for this industry powerhouses and new opportunities for little known upstarts like Xiaomi.

Given my previous trend tracking posts the change will even be more dramatic as:

  1. The best smartphone based on the MediaTek MT6577 both technically and in terms of price is the MT6577-based JiaYu G3 with IPS Gorilla glass 2 sreen of 4.5” etc. for $154 (factory direct) in China and $183 [Sept 13, 2012], which is also the best example of the low priced, Android based smartphones of China will change the global market.
  2. Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets [July 26 – Aug 16, 2012]
    Boosting the MediaTek MT6575 success story with the MT6577 announcement  – UPDATED with MT6588/83 coming early 2013 in Q42012 and 8-core MT6599 in 2013 [June 27, July 27, Sept 11-13, Sept 26, Oct 2, 2012]
    Smartphone-like Asha Touch from Nokia: targeting the next billion users with superior UX created for ultra low-cost and full touch S40 devices [July 20 – Aug 12, 2012]
    MediaTek’s ‘smart-feature phone’ effort with likely Nokia tie-up[Aug 15-31, 2012]
  3. Update: China to ship 300 mil. smartphones in ’13: MediaTek head [The China Post, Sept 26, 2012]: … overall shipments in China may reach 200 million in 2012.
  4. Update: China market: Dual-core CPUs, 4-inch displays become standards for entry-level smartphones [DIGITIMES, Sept 17, 2012]:
Local brands in China have made upgrades to the specifications of their entry-level smartphones for the CNY1,000-1,500 (US$158-237) segment making dual-core 1GHz processors and 4-inch displays the industry standards, according to industry sources.
Prices of the previous mainstream models with single-core CPUs and displays below 4-inch sizes for the CNY1,000 segment in the first half of 2012 are now expected to drop to CNY500-800, the sources added.
China Unicom has led the purchase of the upgraded dual-core, 4-inch display smartphones recently, and its suppliers are all China-based vendors including Huawei Technologies, ZTE, Lenovo, Coolpad, TCL, Hisense, K-Touch and Wanlida, the sources revealed, adding that those makers will source chipset solutions from Qualcomm or MediaTek.
First-tier international players did not participate in China Unicom’s procurement on concerns of pricing and hardware specifications, the source asserted.
However, the pace of hardware upgrading may start slowing down as telecom companies in China are mulling reducing their subsidies to smartphone subscribers, while smartphone makers are also trying to maintain their profit margins, commented the sources.
The next round of competition will shift from hardware to software including product design, user’s interface and also smart audio recognition, the sources noted.

Neither Apple nor Samsung reacted to these challenges yet. Nokia was also playing safe with its recent announcement:
Unique differentiators of Nokia Lumia 920/820 innovated for high-volume superphone markets of North America, Europe and elsewhere [Sept 6, 2012]

We may expect a fundamental reorganisation of the market in the next two quarters.

Meanwhile read through the details included below and make your own, hopefully more fine-tuned conclusions and predictions:

imageimage

See: Kantar: Windows Phone has overtaken RIM Market Share in USA, “Key 8 Countries”
[WMPoweruser, Sept 3, 2012]

imageimage

Note that in terms of mobile data traffic the market share is quite different. For North America (U.S. and Canada) Chitika Insights, the independent research arm of online ad network Chitika, released the following web usage market share report [Sept 5, 2012]:

image

Remark: iPads and other tablets are included here as well!

Relative to all that China is a quite different story:

3G phones months shipments reach 21.64 million, domestic mobile share over 70% – 3G手机月出货量达2164万部 国产手机份额超七成 [Sohu IT – 搜狐IT, Sept 10, 2012]

According to data published by the Telecommunications Research Institute of the Ministry of Industry and Information Technology …
根据工业和信息化部电信研究院公布的数据 …

[the data in the translated Chinese text I’ve compiled into the below table:]

image

China sees soaring smartphone market in Q2 [Xinhua, Sept 3, 2012]

Beijing: China’s smartphone market saw its sales volume soar to 38.19 million units in the second quarter, according to a report released Monday by market researcher Analysys International.

The figure represented a 22.5-per cent increase compared with that of the previous quarter and a sharp rise of 127.1 per cent over the corresponding period in 2011, said the report.

Nearly 67 million mobile phones were sold in China in the second quarter, the report said, representing a 1-per cent decrease from the previous quarter and a 2-per cent decrease from the corresponding period in 2011.

Stellar growth sees China take 27% of global smart phone shipments, powered by domestic vendors [Canalys press release, Aug 2, 2012] – Android is the clear platform of choice, accounting for 81% of Chinese shipments

Shanghai, Palo Alto, Singapore and Reading – Canalys published its final Q2 2012 country-level shipment estimates to clients yesterday. Results show that China saw phenomenal growth of 199% year-on-year and 32% over the previous quarter. In total, more than 42 million smart phones were shipped into the channel in China in Q2 2012, representing the second consecutive quarter of record breaking volumes in a single country market. China accounted for 27% of the 158 million global smart phone shipments, compared to 16% for the United States.
Notably, growth in China was heavily driven by domestic vendors, while international vendors struggled to keep pace.
While Samsung maintained its overall leadership position in China with a 17% market share, this reduced sequentially as volumes were flat and as several local vendors closed the gap. ZTE, Lenovo and Huawei were the second-, third- and fourth-placed vendors, ahead of Apple, making up a third of the market. They achieved growth of 171%, 2,665% and 252% year-on-year respectively. Collectively, domestic Chinese vendors shipped 25.6 million units, representing a growth of 518% and 60% of the market. By comparison, international vendors grew by a more modest 67% to 16.7 million units. Apple fell to fifth place in China. While its shipments were up 102% year-on-year, they were down 37% compared to Q1 2012.
‘The rise of the domestic tier-one brands has been aided by a number of factors. Their reactiveness to market demands and deep understanding of local consumer behavior and preferences have been key in helping them surpass international peers in the fast-evolving Chinese market. Local tier-one vendors have worked hard in recent quarters to greatly improve their brand resonance among consumers and to expand and enhance their relationships and influence within operators,’ said Canalys Research Director for China, Nicole Peng. ‘But the tier-two vendors — the likes of Oppo, K-Touch and Gionee — have also stamped their mark, boosting smart phone shipments into tier-three and tier-four cities, predominantly through the open channels. As feature phone vendors, they already have established partnerships and strong brand awareness. These domestic vendors are making significant progress transitioning their portfolios and customer bases to be more focused on smart phones.’
Nokia and Motorola both lost significant ground in China, with Nokia’s volumes down 47% on Q2 2011. ‘Among the international vendors, only HTC managed an outstanding performance in mainland China. Its shipments grew 389% year-on-year to reach 1.8 million units for the quarter,’ said Jessica Kwee, Canalys Research Analyst. ‘Its success this quarter is heavily based on the strong performance of Desire V series devices, designed with the local China market in mind, underscoring the importance of tailoring propositions to local consumer preferences.’
Android has become a major growth driver in China, running on 81% of the smart phones shipped in China in Q2 2012.
On a global basis, Android continued to grow in significance, surpassing 100 million quarterly smart phone shipments for the first time and reaching two-thirds share of the market. ‘Growth in Android volumes of 110% far outpaced growth in the overall market of 47% year-on-year, heavily driven by Samsung, which saw Android volumes of over 45 million, contributed to by a full and broad portfolio of products, from its high-end flagship Galaxy S III down to its aggressively priced Galaxy Y and Galaxy Mini. Its sponsorship of the London Olympics and subsequent product placements are sure to attract new customers to ensure that Q3 delivers a strong performance,’ commented Pete Cunningham, Canalys Principal Analyst.
Samsung retained its gold medal position in the global smart phone market with a 31% share, followed by Apple and Nokia once again. Huawei and ZTE were unable to push in on the global top five with shipments of their own branded devices. HTC moved up to fourth place, though, just ahead of RIM, which shipped 8.5 million units in the calendar quarter.

Global smart phone market

Analyst contacts
To speak with any analyst quoted in this release, please contact the appropriate Canalys office: Nicole Peng, Jessica Kwee (Canalys APAC), Pete Cunningham (Canalys EMEA). Alternatively, you can speak with other members of Canalys’ global team of mobile analysts: Chris Jones (Canalys Americas), Rachel Lashford (Canalys APAC), Tim Shepherd (Canalys EMEA).
About Canalys
Canalys is an independent analyst firm that strives to guide clients on the future of the technology industry and to think beyond the business models of the past. We deliver smart market insights to IT, channel and service provider professionals around the world. Our customer-driven analysis and consulting services empower businesses to make informed decisions and generate sales. We stake our reputation on the quality of our data, our innovative use of technology, and our high level of customer service.

Smart phone and pad forecasts show varying OS fortunes [Canalys press release, Sept 10, 2012] – China and Android influence smart phone landscape, the US and Apple dominate pads

Shanghai, Palo Alto, Singapore and Reading – The latest product announcements by leading smart phone and pad vendors will help drive consumer demand to new heights, according to Canalys. It forecasts that in 2016, global annual smart phone shipments will be around 1.2 billion units, meaning a CAGR (Compound Annual Growth Rate) of 19.5%. It predicts pad shipments in the same year will hit 207 million – a CAGR of 26.8%.
Apple’s latest unveiling is attracting extraordinary interest and competitors have also made several major announcements in the past week, including Windows 8 devices from Nokia and Samsung; new Android smart phones from Sony, Motorola and Samsung; and Amazon’s enhanced Kindle Fire pads. With these big vendors attracting the headlines, Canalys has issued a timely reminder that the trends across pads and smart phones in various countries will be markedly different.
In smart phones, Canalys expects Asia Pacific to remain the largest region by volume, with annual shipments reaching 594 million by 2016. China will account for almost half of all shipments in the region and nearly a quarter of the world’s smart phones in 2016. This equates to only 10 million less than is forecast to ship in the whole of the Americas in that year.
Canalys managing director for Mobile and APAC, Rachel Lashford, said, ‘The latest, in-depth research for our dedicated Smart Phone Analysis China service reveals there will be a substantial increase in the number of first-time smart phone users in China over the next 12 months, while feature phone shipments will continue to decline. Smart phone sales will move beyond tier-one and tier-two cities.’
China’s domestic feature phone vendors are rapidly moving their businesses to smart phones, supported by low-cost solutions from chipset providers, such as MediaTek, Spreadtrum and Qualcomm’s QRD.
‘We anticipate strong demand from local Chinese vendors selling in both operator and open channels,’ said Nicole Peng, Canalys Research Director for China. ‘Chipset vendors are reporting growing momentum in 2.5G (EDGE) smart phone solutions. For less developed areas where 3G coverage is limited, 2.5G smart phones have advantages in cost and battery life. They are becoming popular with consumers, especially where prices are already close to those of feature phones (around RMB500, US$78). The tier-three and tier-four cities are feature phone vendors’ traditional strongholds. Local vendors will use their long-standing relationships with open channels and their established infrastructure to distribute smart phones, with or without operator subsidies, over the next few years.’
In terms of percentage growth, Canalys expects Latin America to move fastest, with a CAGR to 2016 of 27.3%. It forecasts good double-digit growth in all countries, but Brazil and Mexico will account for more than half of all shipments in the region.
Globally, Canalys expects Android to remain dominant, with 57% of the smart phones shipped in 2016 running the OS (up from 49% in 2011). It expects Apple’s share of this much larger market to remain similar to today, at around 18%. Microsoft is expected to make inroads over the coming years.
In the pad market, however, the OS picture will be quite different. Canalys expects Apple to take a little under half of the market in 2016. The plethora of Windows 8 pads that will be introduced over the next few years are predicted to bring Microsoft’s share to around 17%. Competitively priced Android pads, such as Google’s Nexus 7 and Amazon’s Kindle Fire models will have an impact in terms of volumes, but Android’s share is forecast to remain relatively stable at 35%, unless vendors make radical improvements to the overall user experience. In contrast to smart phone market trends, the US is expected to dominate pad shipments, with the volume more than doubling to 88 million units in 2016. China is expected to be the second largest country market, with shipments of around 20 million.
‘Pads are the fastest growing consumer electronics products in history and are forecast to represent 29% of total PC shipments in 2016. But the market remains dominated by a single vendor. Other PC and smart phone vendors are currently finding it hard to weaken Apple’s position,’ said Canalys Analyst Tim Coulling. ‘The only product that most would consider a big hit is the Kindle Fire, brought to market by Amazon – an Internet retailer. Tight integration of hardware, software and services is a prerequisite for competing in the pad market, even at low price points, and fragmentation among other pad vendors’ offers helps Apple maintain its position.’
Analyst contacts
To speak with any analyst quoted in this release, please contact the appropriate Canalys office: Rachel Lashford, Nicole Peng (Canalys APAC), Tim Coulling (Canalys EMEA). Or contact another member of Canalys’ global analyst team: Chris Jones (Canalys Americas), Jessica Kwee, Pin-Chen Tang (Canalys APAC), Pete Cunningham, Tim Shepherd, Tom Evans (Canalys EMEA).

Analysys data: 2012Q2 China Android Smartphone market 82.8% [Analysys International release, Sept 5, 2012] as translated by Bing:

Easy views network hearing” easy views international: according to EnfoDesk easy views intellectual library industry database recently publishing of 2012 2nd quarter China phone terminal market monitoring report under displayed, 2 quarter, China smart phone terminal (does not containing parallel and cottage machine) market in the, Android Department sales accounted for than from Shang last quarter of 76.7% upgrade to this quarter of 82.8%, net 6.1%. While the Symbian sales percentage has continued to free fall to the ground from the parent 11.8% to 6%. In addition, iOS small callback to 6%.

2012Q2 OS smartphone market penetration in China (not including parallel and cottage)
2 quarter pick-up systems from Smartphone ( encyclopedia of Analysys : smartphones ) [average smartphone] price changes, Android from 1670 [yuan i.e. US$263] last quarter, continuing down to the quarter of 1560 [yuan i.e. US$246]; 1320 [yuan i.e. US$208] of Symbian from last quarter down to 1170 dollars [yuan i.e. US$185] this quarter.

2012Q2 China Android and Symbian Smartphone price
(not including parallel and cottage)
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Analysys data: 2012Q1 China Android Smartphone market share increased from 76.7% [Analysys International release, June 6, 2012] as translated by Bing:

Analysys Web video” Analysys: at present, according to EnfoDesk Analysys think-tank on traditional retail markets of mobile phones (of the last quarter of 2012 quarterly monitoring mobile terminal market) data monitor display: Chinese smartphone market, Android system’s market share in handset sales rising 5 consecutive quarters.
Vulnerability analysis:
In the last quarter of 2012 China Mobile end-markets quarterly monitoring data show end of 2012 Q1, carrying Android in the Smartphone market system’s market share in the Smartphone Terminal 76.7%, 10% average quarterly market share gain. At the same time, as the Smartphone market continues to mature, carrying Android system average Smartphone prices are also way down to 1670 [yuan i.e. US$263 from 2300 yuan i.e. US$363 a year earlier].
Combined with traditional mobile phone sales channels under the line status, EnfoDesk Analysys Research think-tank believes that mobile phone sales market share of Android system continue to enhance, benefit from its open source nature attract numerous manufacturers to participate in, and China in the past two years in the Smartphone market and 3G business increment. Through the performance of manufacturers on the market today as well as the impact of EnfoDesk Analysys think tank study says
1. Is now dominated by application of the formation of eco-systems, as well as the Android open source, attracting new industry participants, such as Internet companies to enter product prices are depressed, make the increasingly intense market competition environment, product prices are driven down, threats to traditional enterprise bargaining power in the channel.
2012Q1 China smartphone sales share
2. Fragmentation trends exacerbate the Android system. Traditional manufacturing enterprises to overcome the effects of homogenization of products of intelligent systems, secondary development on the Android system, causes the application to version adjusted accordingly, application developer development costs gradually increased.
Smartphone price quarterly changes of 2011Q1-2012Q1 Android system
3. Sales in this period dominated by domestic brands in the low-end products, intelligent products of these enterprises continue to 3G input costs on the production line. But at the same time, while veteran international brand market share continues to decline, it would shorten the product line, focusing its research and development production 4G products research and development. With the advent of 4G era, will reshuffle the mobile terminal market. (Analysys International)
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Related reading:
2011Q2 China’s massive increase in Android share Symbian tumble

Is sun setting on smartphone profit miracle? [ReutersVideo YouTube channel, Aug 16, 2012]

… in 2 years the low-end has blown up …
China smartphone sales by price tier Q1 – 2010 Q1 – 2012
<1,500 yuan [<US$ 237] 17.7% 60%
1,500-3,000 yuan [US$ 237-473] 51.5% 24%
>3,000 yuan [>US$ 473] 30.8% 16%
Source: Jefferies Research
Faster, bigger, better: the smartphone tech arms race has produced great handsets and great returns. But China’s market trends suggest cheaper is set to be the next battle cry.
Cynthia Meng, China/HK TMT Equity Research, Jefferies Hong Kong:
[00:49] Next year it’s going to be about who is going to provide the best value for my money from a consumer point of view, from a telco point of view, because we think that hardware specifications for the handsets have already peaked. [01:03]
Narrator, xxx Gordon in Hong Kong:
In other words the oversized screen and quadcore processors of your precious Samsung [Galaxy] S III will soon be standard and achieved in handsets in China. [01:13]
commoditization of smartphones
[02:11] A race to the bottom will present a major challenge for Apple and Samsung who put together have dominated the industry in the last couple of years. [02:19] If the China trends spread globally the shift to cheaper handsets will mean tighter margins and slower growth for this industry powerhouses and new opportunities for little known upstarts like Xiaomi. [02:26]

The Chinese View: VIDEO: STUDIO INTERVIEW: CHINA’S SMARTPHONE MARKET [CCTV News – CNTV English, Sept 3, 2012]

iPhone Ranked Seventh in China’s Smartphone Market — Watch Out, ZTE [AllThingsD.com, Aug 24, 2012]

Apple’s iPhone has been gaining a lot of traction in China recently. As Apple CEO Tim Cook said during the company’s third-quarter earnings call, greater China accounted for two-thirds of Apple’s revenue in the Asia-Pacific region during the period.
“In terms of iPhones in general in mainland China, we were incredibly pleased with our results,” Cook said. “We were up over 100 percent, year over year.”
That’s an impressive achievement. But Apple still has a lot of work to do in China before the iPhone claims the same levels of market penetration it enjoys in the U.S. In China, the iPhone has captured about 7.5 percent of the smartphone market, compared to rival Samsung, which has claimed more than 20 percent, according to IHS iSuppli. Despite its popularity in the country, the iPhone is still ranked seventh in the Chinese smartphone market.
Why? Two reasons. First, Apple doesn’t yet offer a truly low-end smartphone that appeals to price-conscious Chinese consumers. (To be clear, China Telecom is offering the iPhone fully subsidized, but it requires subscribers to sign a contract that ties them to a two-year $62 per month plan.) Second, and more importantly, the iPhone doesn’t yet support Time Division Synchronous Code Division Multiple Access (TD-SCDMA), China’s homegrown wireless standard. And until it does, China Mobile, the world’s largest wireless carrier, can’t offer it to its 688 million or so subscribers.
“Among all the international smartphone brands competing in China, Apple is the only one not offering a product that complies with the domestic TD-SCDMA air standard,” IHS iSuppli’s Kevin Wang said in a statement. “For Apple, this is a huge disadvantage, as TD-SCDMA represents the fastest-growing major air standard for smartphones in China, with shipments of compliant phones expected to rise by a factor of 10 from 2011 to 2016.”
In other words, if Apple wants access to the massive addressable market that China Mobile has to offer, it’s going to have to offer a lower-end iPhone variant designed specifically for TD-SCDMA, something it has been loath to do in the past, and hasn’t given any indication that it’s willing to do in the future. As Cook said during Apple’s last earnings call, the company feels that its business is strongest when it focuses on making the best products it can, not the most inexpensive ones.
“I firmly believe that people in the emerging markets want great products, like they do in developed markets,” Cook said. “And so we’re going to stick to our knitting and make the best products. And we think that if we do that, we’ve got a very, very good business ahead of us. So that’s what we are doing.”

Breakingviews: Apple v. Samsung [ReutersVideo YouTube channel, Aug 27, 2012]

Breakingviews columnists discuss the implications of Apple’s U.S. victory in the high-profile tech patent spat and the implications for future smartphone devices and lawsuits elsewhere.

Apple Should Take The $199 Chinese Smartphone Seriously [Seeking Alpha, Sept 6, 2012]

At a time when China is set to overtake the U.S. as the world’s largest smartphone market, little-known Chinese firms are prepared to battle it out for market dominance with the maker of the game-changing iPhone, Apple (AAPL). As per the predictions of IDC and Gartner, China’s smartphone shipments could hit 140 million this year, exceeding those in the United States.
There are a number of Chinese brands offering similar capabilities, nominally, as the iPhone at half the price, most of them using a forked version of Google’s (GOOG) Android. The names include ZTE Corp., Lenovo Group, and other small private firms like Xiaomi, Gionee, and Meizu Technology. Even cheaper smartphones are offered by Alibaba Group, Shanda Interactive, and Baidu (BIDU) for fewer than ¥1,000 (~$150 U.S.).
Xiaomi Technology, founded just two years ago, has emerged as a serious potential threat to the likes of Apple and Samsung in smartphone arena. According to its CEO, the company sold more than 3 million phones with revenues close to $1 billion for the first half of 2012. Its latest offering, a successor to its popular MiOne (MI) smartphone, the MI2, costs less than half the price of iPhone 4S, but exceeds its specifications. Xiaomi not only tries to mimic the iPhone’s specifications, but has also been able to charge fans ¥199 (~$31) to attend the Beijing launch of the phone, the same way as Apple followers would pay to see Steve Jobs showcasing new products. The Xiaomi conference was attended by more than 1,000 people, with the proceeds going to charity. The MI2, which is expected to hit the markets in October, will have quad-core Qualcomm (QCOM) S4 Pro SoC, an 8 mega-pixel camera, and a voice-assistant similar to Apple’s Siri, and is priced at ¥1,999 ($310). This is no cheap knock-off, but rather a serious piece of hardware packed with the latest technology.
The fascinating part of Android’s rise here is that Microsoft (MSFT) will likely see more profit from many of these phones than Google will due to the licensing agreements many of them have made to avoid patent issues with Redmond. Reports are spotty, but Microsoft collects anywhere from $5 to $15 per Android license and has deals with at least half of the phones sold. Moreover, it is very possible it makes more money than Google does.
In the coming years it is expected that Apple’s market share may flatten out or even dip, as it has this year, but market share is not Apple’s goal; it has always been about margins — selling a premium product at extremely high margins to those with the resources to not care about the upfront cost. Estimates from IDC place the sub-$200 smartphone at 40% of the shipments, while devices costing more than $700 made up 11% of the market, which is where Apple plays and why it still controls most of the profits generated by the industry. China and India make up 40% of new smartphone activations.
This huge difference in shipments is mainly due to the limited purchasing power of an average Chinese person, which is around ¥800-¥1,500 ($130-$240). By contrast, the iPhone comes with a price tag of around $800, the equivalent of two months of earnings of an urban Chinese person (in an area that has around 670 million people).
According to a report from Gartner, Apple’s market share by volume has been sliding and iOS‘ share of the mobile operating system space is expected to slip to third place by 2016 below Android and Windows Phone. The Gartner report is, however, very controversial as Windows Phone has not proven anything to this point, although Nokia’s (NOK) sales of its Lumia 610 and Asha line of proto-smartphones are keeping its brand alive while it searches for the killer phone. Even in its second-largest market, iPhone sales slipped for the April-June quarter due to inventory adjustments after the huge launch of the iPhone 4S.
Apart from these estimates, Apple also suffers on various fronts in China. The iPhone is backed by China Telecom and China Unicom, but the country’s and the world’s leading telco China Mobile (with about 655 million subscribers) has still not supported it. Apple and China Mobile are still working on the details of China Mobile’s implementation of CDMA, which requires Apple to build a specific phone for its network.
Responding to the competition and the difference between the iPhone and the local offerings, Apple recently slashed the price of the iPhone 3GS below $200. While an entry-level Apple phone is something that the market will absorb, part of Apple’s appeal is the status it confers and a 3GS simply not a strong enough status symbol to drive sales. Mix in that with Chinese preferences for buying from Chinese companies and this market becomes a whole lot harder for Apple to maintain not its sales per se — it can manipulate prices to maintain sales — but its extreme margins. The latest earnings call highlighted this as it sold a lot of lower-end iPads and iPhones in Asia, which pushed its results and future guidance under 40% net margins.
Companies like Lenovo, ZTE, and Huawei are gaining because they are Chinese and are providing good products at reasonable prices. Lenovo, in particular, is pushing its smartphone and PC strategy both up and down the value chain, similar to Samsung’s approach. It is working very well for Lenovo, whose revenues were up 40% in the second quarter when everyone else was complaining of softening business.
Apple’s problems are the standard problems for a company on top of the world; everyone will nibble away at it in various little ways. How it responds to this is key.
The recent lawsuit victory over Samsung and its pressing of the legal attack smacks of a company that is frightened. Why should it fear Samsung? And if it doesn’t, why did it go after Samsung and restrict consumer choice, a clear breach of its branding compact with its fans? Is it trying to push Samsung into Windows 8 Phone’s arms? All of these things point to further margin erosion for Apple and a slowing of its titanic growth without a new market to push into. As things stand now, staking a new position in Apple requires believing none of these issues matter.
It points to Apple becoming a value trap at some point in the future. Not every country, especially China, will grant Apple an injunction against knockoff competition; quite the opposite is true. Many investors are sitting on capital gains so large they can’t sell, and the dividend will pay them well enough to stay in even if the price goes nowhere. But new investors should be very careful in light of the market dynamics.

Microsoft adding staff, R&D in China mobile push [Associated Press, Sept 6, 2012]

BEIJING (AP) — Microsoft Corp. will hire more than 1,000 additional employees in China this year and boost research and development spending by 15 percent as it tries to catch up with Apple and Google in the fast-growing mobile Internet market, executives said Thursday.
The announcement adds to intensifying competition in wireless Internet in China, where nearly 400 million people surf the Web using mobile phones and other devices. Microsoft is promoting its Windows 8 mobile operating system but came late to the market and trails Apple Inc. and Google Inc., whose Android system is widely used in China.
“We respect that we have two players in the market which have a strong role, and we feel ready to attack and have different offers to basically change the game plan on that one,” said Microsoft’s CEO for China, Ralph Haupter, at a news conference.
The new employees will be in addition to Microsoft’s workforce of 4,500 in China and will be spread across research and development, marketing and customer service, Haupter said.
Research spending in China will rise by 15 percent over last year’s $500 million, according to another executive, Ya-Qin Zhang, Microsoft’s Asia-Pacific chairman for research and development. He said the current research staff of 3,000 would be expanded by about 15 percent.
Global technology companies and local rivals are spending heavily to gain a foothold in mobile Internet in the world’s most populous online market as Chinese users shift quickly to the new technology.
This week, Chinese search engine Baidu Inc. released its own new mobile browser to compete with Google and Apple and announced it will open a cloud computing center.
China had 538 million people online at the end of July, up 11 percent from a year earlier, according to the China Internet Network Information Center, an industry group. The share that uses wireless devices grew twice as fast, rising 22 percent to 388 million, or 70 percent of the total.
Android dominates the Chinese smartphone market, used on 76.7 percent of phones in the second first quarter of this year, according to Analysys International, a research firm. Apple’s iPhone dominates the higher end of the market.
Microsoft plans to recruit more local partners to develop mobile applications specifically for China, said Haupter. He said the company believes it has an advantage in doing that because developers can draw on their experience working on other Microsoft products.
Zhang said Microsoft’s six development centers in China that now spend about 80 percent of their time working on products for global markets will focus more on creating offerings tailored to Chinese customers.
Microsoft also plans to expand its cloud computing business in China, the executives said. Zhang said about 100,000 commercial customers now use its private cloud computing service and a service for use by the public is being developed.

Microsoft Names New Leaders in Key International Markets [Microsoft press release, April 13, 2012]

Ralph Haupter, currently serving as area vice president (AVP) for Microsoft Germany, has been promoted to corporate vice president and named CEO for Microsoft GCR. Haupter is replacing Simon Leung who has decided to leave Microsoft for personal and family reasons. Gordon Frazer, currently serving as managing director (MD) for Microsoft U.K., has been named chief operating officer (COO) for Microsoft GCR. He is replacing Michel van der Bel, who will assume the role of MD for Microsoft U.K. Haupter and van der Bel will report to Jean-Philippe Courtois, president of Microsoft International, and Frazer will report to Haupter. …
Haupter is a seven-year veteran of Microsoft, having delivered excellent and sustainable results in growth and profitability and repeatedly proving his ability to build and grow high-performing, diverse organizations. He previously served as head of the partner division for Europe, Middle East and Africa and general manager (GM) of Microsoft’s Small and Midmarket Solutions & Partners Group for Western Europe, both based in Paris, and served as COO for Microsoft Germany before becoming the German AVP. Before that, he worked for IBM both in Germany and internationally.
Frazer is a 16-year veteran of Microsoft, having served as the GM for Microsoft South Africa for four years and most recently as the Microsoft U.K. MD for the past six years. He brings a tremendous amount of operational expertise to the Microsoft GCR team from his various roles across both developed and emerging markets. His leadership in managing the full breadth and depth of Microsoft’s business in the U.K. will serve as a strong asset in helping take Microsoft China’s operations to the next level of efficiency and growth.

Leading the New Era, Winning the Future—Microsoft Announces Development Strategy in China [Microsoft China press release, Sept 6, 2012]

Partnering for an Innovative, Competitive, and Talented China

New leadership team in Greater China
(third from left is the COO Gordon Frazer and the fourth is the CEO Ralph Haupter)
September 6, 2012, Beijing– Microsoft China today announced its new strategy and commitment to partnering with the country for an innovative, competitive and talented China by further enhancing and accelerating investments. In the new fiscal year, Microsoft will recruit more than 1,000 staff in China, 50% of which will be college graduates. Microsoft’s annual R&D investment will exceed $500 million, and the company will explore local markets in more provinces and deepen its engagement in industrial informatization.
Over two decades of growth, Microsoft China has continued to penetrate deeply into increasingly important local markets. Ralph Haupter, Corporate Vice President, Chairman & CEO Microsoft Greater China Region, said: “Since entering China 20 years ago, Microsoft has grown steadily in China and acquired a deeper understanding of the Chinese market. Our new strategy reflects our perception, emphasis and commitment to the China market. In this new era, China and the entire Greater China Region will become the source of global innovations. Through comprehensive devices and services combined with cloud computing, Microsoft is working closely with the Chinese government, partners, customers and the academic world, entering this new era by leveraging our advantages.”
Haupter stressed that this year is a big year for Microsoft, with the introduction of many new products and technologies, and also a year where Microsoft China is making a great effort to further develop the market. “Our new leadership team in Greater China has helped develop a new strategy for customers and partners, deepening cooperation with governments of all levels to strengthen innovation in China. The team will popularize new technologies and explore new markets,” Haupter said.
Through continuous investment of innovation resources and improving the scale of partnerships in China over the years, Microsoft Asia-Pacific R&D Group has become Microsoft’s largest R&D base outside of the United States, with the most complete functions and innovation chain covering basic research, technology incubation, product R&D and industry cooperation. Chinese R&D teams have made great contributions to Microsoft products launched this year, such as Windows Server2012, Windows 8, New Office, SQL Server 2012 and Surface. Ya-Qin Zhang, Corporate Vice President and Chairman of Microsoft Asia-Pacific R&D Group, said: “We are lucky to be in an era where globalization is deepening, the IT revolution is emerging and China is rising. Microsoft’s continuous exploration in natural human-machine interfaces, mobile Internet and cloud computing will help us win the future and contribute to China’s sustainable development.”
Samuel Shen, COO of Microsoft Asia-Pacific R&D Group, said Microsoft’s software outsourcing business was now worth more than $200 million per year. In the future, Microsoft will continue to work closely with local communities through programs such as the Internet of Things, Big Data, cloud computing, cloud-based smart cities and the Microsoft Accelerator for Cloud Computing, accelerating the vision of “Innovation in China, Innovation for the World”
According to Microsoft’s new strategy in China, Microsoft is committed to cooperating with the Chinese government and industry, aligning with China’s priorities and partnering for an Innovative, Competitive, and Talented China. Gordon Frazer, Vice President and COO of Microsoft Greater China Region, said that over the next five years, Microsoft China will expand its footprint in China, deepen cooperation with governments of all levels and partners, improve customer support and foster talents on a broad scale:
  • Expand Microsoft’s footprint in local markets: Over the next five years, Microsoft will expand its presence in over 20 cities across 15 provinces by expanding local teams, enhancing local management, working closely with local governments, making contributions to local informatization, building cloud-based smart cities, and providing cloud-based solutions for e-government, city management and citizen services.
  • Accelerate local partner ecosystems and expand service coverage: Microsoft will deepen customer services, deliver joint services and solutions with partners, and engage in further convergence of informatization and industry upgrading to improve the core competency of Chinese enterprises. By the end of this year, Microsoft will set up its second technical support center in China to enhance support for Chinese customers and partners, share best practices and knowledge of supporting global customers to help them accelerate the adoption of new technologies and share with them the experience of providing cloud services to customers in Asia. Microsoft will also drive partners’ development through many forms: system-grade innovation support for OEMs, software engineering assistance for software outsourcing companies and innovative design references for hardware manufacturers.
  • Foster talents in a large scale: Over the next five years, Microsoft will hire more talent in China to better serve and support its partners in China, foster talents for the Chinese software industry and improve the skills of Chinese youths.

China to Overtake United States in Smartphone Shipments in 2012, According to IDC [IDC press release, Aug 30, 2012]

Top Five Smartphone Markets and Market Share for 2011, 2012, and 2016 (based on shipments)

Country 2011 Market Share 2012 Market Share 2016 Market Share 2011 – 2016 CAGR
PRC 18.3% 26.5% 23.0% 26.2%
USA 21.3% 17.8% 14.5% 11.6%
India 2.2% 2.5% 8.5% 57.5%
Brazil 1.8% 2.3% 4.4% 44.0%
United Kingdom 5.3% 4.5% 3.6% 11.5%
Rest of World 51.1% 46.4% 46.0% 18.1%
Total 100.0% 100.0% 100.0% 20.5%

Source: IDC Worldwide Mobile Phone Tracker, 2012 Q2 Forecast Release, August 30 2012

Strong end-user demand and an appetite for lower-priced smartphones will make China (PRC) the largest market for smartphones this year, overtaking the United States as the global leader in smartphone shipments. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, China will account for 26.5% of all smartphone shipments in 2012, compared to 17.8% for the United States.
“Looking ahead, the PRC smartphone market will continue to be lifted by the sub-US$200 Android segment,” said Wong Teck-Zhung, senior market analyst, Client Devices, IDC Asia/Pacific. “Near-term prices in the low-end segment will come down to US$100 and below as competition for market share intensifies among smartphone vendors. Carrier-subsidized and customized handsets from domestic vendors will further support the migration to smartphones and boost shipments. Looking ahead to the later years in the forecast, the move to 4G networks will be another growth catalyst.”
“Regionally, we expect smartphone demand to flow down to lower-tier cities,” added James Yan, senior market analyst for Computing Systems Research at IDC China. “After going through a period of sustained high growth, top-tier cities are likely to see decelerating smartphone growth rates. In contrast, secondary cities are expected to experience accelerated smartphone growth, with strong demand for low-cost models as well as high-end models, which are desired as status symbols.”
“The fact that China will overtake the United States in smartphone shipments does not mean that the U.S. smartphone market is grinding to a halt,” said Ramon Llamas, senior research analyst with IDC’s Mobile Phone Technology and Trends program. “Now that smartphones represent the majority of mobile phone shipments, growth is expected to continue, but at a slower pace. There is still a market for first-time users as well as thriving upgrade opportunities.”
“In addition to China and the United States, several other countries will emerge as key markets for smartphone shipment volume over the next five years,” said Kevin Restivo, senior research analyst with IDC’s Worldwide Mobile Phone Tracker program. “High-growth countries such as Brazil and Russia will become some of the most hotly contested markets as vendors seek to capture new customers and market share.”
Top Five Markets for Smartphone Shipments
As it becomes the leading country for smartphone shipments this year, the PRC smartphone market will continue to grow, primarily on demand for lower-cost handsets. While this bodes well from a volume perspective, it also means lower average sales values (ASVs), thinner margins, and increased competition from all players. Over the course of the forecast, China’s share of the global smartphone market will decline somewhat as smartphone adoption accelerates in other emerging markets.
Smartphone shipments into the United States will increase as users upgrade their devices and feature-phone users switch over to smartphones. Furthermore, a combination of lower-priced models, expansion of 4G networks, and the proliferation of shared data plans will encourage continued smartphone adoption. Smartphones are already the device of choice at the major carriers, and regional and prepaid carriers are following suit and competing with alternative service plans.
With smartphone penetration in India currently among the lowest in Asia/Pacific, the market has tremendous untapped growth potential. Low-end smartphones offering dual-SIM capability and local apps and priced around US$100 will rapidly bring this market to life. Although 3G data plans are currently too expensive for the majority of consumers in India, IDC expects the popularization of 3G, and in later years 4G, to drive smartphone uptake as operators roll out more affordable data plans and generous subsidies while expanding offerings to tier 2 and tier 3 cities. The affordability of service plans will be another important key to smartphone adoption in India.
Smartphone growth in Brazil will be bolstered by strategic investments by mobile operators, smartphone vendors, and regulators. Operators’ focus on increasing ARPU will drive greater demand for smartphones while smartphone vendors will look to reap greater profitability from offering such devices. The Brazilian government, meanwhile, will offer tax exemptions for smartphones and protect local manufacturing against foreign vendors. These factors, combined with solid end-user demand, will drive smartphone volumes in the coming years.
The United Kingdom has been one of the fastest growing smartphone markets in Western Europe, driven by the high operator subsidies and long-term post-paid contracts. Over the forecast period, smartphone shipments will continue to increase due to the introduction of LTE and a new range of services that will appeal to heavy smartphone users. In addition, price erosion on HSPA devices will also attract feature phones users. Growth rates will slow in the later years of the forecast as penetration plateaus and operators seek out alternative subsidy models.

Cloud experience development: the new essence

application development >>> web development >>> mobile development >>> ???
This was the well known route for the development of usable, now we would call consumable values delivered on top of computing, then ICT technologies over the last 50 years or so. Now we are at the point when a new naming is required since neither of the previous ones is satisfying the proper description of truely successful development practices. So a big question is left hanging in ther air at the moment.

“Cloud experience development” as my answer to the question of proper naming is coming quite easily and naturally as it stems from the very fact that I started this “trend tracking” blog more than 2 years ago under the umbrella of “Experiencing the Cloud” which was already well founded with the recognition of the fact that cloud computing is “fueled by 3.5G/3.9G, SoC & reflectivity” in its technological bases. The same way as microprocessors were fueling the personal computing revolution 25+…30+ years ago. What resulted then in the personal computing experience we are all familiar with.

The reason for introducing my own suggestion with this post now is based on recent observation of growing confusion that exist about this problem in the open. A simple search about the fashionable “apps are dead” declaration (with 10,800 hits currently) is showing perfectly the current controversy as there you can find equally good arguments for and against that declaration in abundance.

Browsing through that stuff I found that one opinion leader stands out of the crowd of many others. He is Charlie Kindel. In his last public appearance about “The Future of Mobile” [cek.log, Aug 28, 2012] he is concluding that “the industry is moving from an apps world to an experiences world” where the simplest definition of an experience is an all kind (eg. the whole Madonna ‘experience’) of “stuff over time” while in more detail he defines it by the following slide:

image

as well as in a kind of “more scientific way” by the following formula:

image

For this see his posts of Experience = Stuff / Time [cek.log, Apr 2, 2012] and Brand is a Critical Part of the End-to-End Experience [cek.log, Apr 1, 2012] as the “foundational”articles for his way thinking.

His “The Future of Mobile” [cek.log, Aug 28, 2012] article contains an embedded video record as well, alternatively you can watch his Aug 28 “The Future of Mobile” presentation [ustream, Aug 28, 2012]:

image

then you can read additional articles by him on the same subject (see his slides on SlideShare as well):

In fact I found his “experience concept” so well thought out and formulated that I do not need to elaborate on the “cloud experience development” concept introduced here, except the fact that the “experiences” are limited to “cloud experiences” here. The same components are here, just limited to all kinds of cloud experiences. I need to warn you only that the services component of a “cloud experience” is not limited to a “cloud service”!

Then a cloud experience development “simply” becomes a cohesive whole of the development of each of the (same kind of) components (as Kindel’s) over time. This I am emphasizing here for the very simple reason that—unlike the previous application, web and mobile developments—it should be a continuous, ongoing effort in a significantly expanded sense! Otherwise it would end up nowhere like the once successful SurfCube effort on the Windows Phone 7 “sank” into oblivion with revenue of something like US$10+K for the whole lifetime (as acknowledged by its creator, András Velvárt recently).

MediaTek’s ‘smart-feature phone’ effort with likely Nokia tie-up

With the new generation single-chip GSM/GPRS/EDGE-RX SoC products, MT6255 (in mass production: late Q1CY12) and its lower priced cousin MT6250 (in mass production: late Q2CY12), the Taiwanese MediaTek is strengthening its “smart feature phone” effort started in June 2011 with the launch of MediaTek’s MAUI Runtime Environment (MRE). MRE is a new middleware technology designed for mobile developers to deploy services and content for such “smart feature phones”. MRE was also launched with the simultaneous announcement that Yahoo! Messenger, News, Finance, Weather, and Mail will be the first Internet services on MRE.

Phuket MRE Demo V0 9 [MediaTek100 YouTube channel, June 19, 2012]

MT6255 and MT6250 are significantly reducing the number of external components and have a strong service/software portfolio now. The popular Yahoo! services have been complemented by Facebook and Twitter clients, as well as the Opera Mini mobile browser and Gameloft mobile games available with MRE all free. There is also an MRE specific App Store developed by MoMagic (India). Therefore everything is ready for the launch of market leading “smart feature phone” products by MediaTek partners in the coming months.

Update: MT6250 Introduction Clip [mediateklab YouTube channel, Sept 3, 2012]

Update: MediaTek Launches the 2nd Generation ULC Mobile Phone Single Chip [MediaTek press release, Aug 31, 2012]

MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions announced today the debut of its MT6250, an ultra-low-cost (ULC) single chip solution catered for GSM/GPRS/EDGE Rx multimedia-rich mobile phones that targets the USD$40 entry market segment.

The MediaTek MT6250 features a 64Mb pSRAM with an optimized software pack and fancy, friendly user interface that allows handset makers to pack more fun features into phones, while keeping the design sleek and slim. With MRE enabled, the MT6250 delivers smartphone-like experience to feature phones, providing users with access to Internet content and social network services, such as Facebook, Twitter and Yahoo. Together with the embedded rich multimedia application support, the MT6250 is also touch enabled for those who have either a touch screen or candy bar phone.
According to market studies and forecasts by consultation organization, Strategy Analytics, “300 million ultra low cost mobile phones will be sold worldwide in 2013. Over one half of these will be sold in emerging markets and China and India will be primary markets driving that growth.” Although the overall market continues to be dominated by the smartphone segment, there is still a strong demand for entry-level and ultra-low-cost mobile handsets in emerging markets.
“Mobile handset is becoming the center of one’s of mobile life, users desire to access to content services and enjoy more fun such gaming, video and music any time any where via their devices. “said Ching-Jiang Hsieh, President of MediaTek. “MediaTek understands that consumer habits and consumption patterns are changing, thus, we strive to smarten up mobile phones and bring smartphone-like experiences to feature phones users. The MT6250 is not only designed to provide the best mobile internet experience at a very competitive price, but it also brings together rich multimedia features and touch experience.
The MT6250 has entered mass production and is shipping in commercially launched handsets.

Important to note that Nokia is far ahead of MediaTek along this kind of strategy with its S40 legacy which has been developed into the market leading Asha mobile phones for the last year and a half. The latest Asha Touch phones are true smartphone-like offerings and are on the market since the first half of July. The Asha phones are also technologically superior to the MRE platform as they have much better Internet optimization and UX (user experience). Finally the Nokia Store (ex Ovi Store) has been well established on the market for years. There are no less than 410 Nokia developers with apps which have achieved more than 1 million downloads! India Games and Pico Brothers just passed 100 million each!

Also Nokia will remain competitive with MediaTek partner offerings in the future as well since many sources pointed in the recent months to the likelihood that Nokia will use the new MediaTek SoCs (or derivatives of them) in its Asha product line.

Finally, one should mention a China-specific development along this direction. China Mobile with its homegrown TD-SCDMA 3G network is opening a quite lucrative opportunity for these “smart feature phone” / smartphone-like feature phone efforts as well. MediaTek’s most ambitious competitor, Spreadtrum already delivered an extremely low-cost solution for the so-called EDGE/TD-SCDMA market, but with the latest Android platforms. According to Spreadtrum’s CEO many of its device partners are targeting a new price in the range of RMB500 to RMB700 [US$ 79 – US$ 110] and the company expects to ship more than 10 million smartphone chipsets in the third quarter alone and at least 25 million units for the whole year.

As MediaTek will not have a competitive EDGE/TD-SCDMA offering this year the whole non-Android “smart feature phone” effort of MediaTek and partners will be limited in its very device launch period, and even Nokia’s Asha effort will be affected, in China at least.


Core Supporting Information

J.P. Morgan Equity Research on MediaTek Inc. [July 31, 2012]

Finer product approach helps drive down chipset cost:
Management is now expecting a native TD smartphone solution to ship in volume in 1Q13 and native EDGE solution to ship in 2Q13. Previously, Mediatek was using WCDMA parts to address TD/ EDGE market – such a move would  help reduce  die size  and thus  cost structure. This has  probably been made possible thanks to the easing engineer shortage.
EDGE  shortage  &  proliferation  may  open  the  door  for  SPRD:
Management  confirms EDGE  part shortage  – this  may  open the  door for  Spreadtrum  competition.  EDGE/  TD  smartphones come  with  a lower entry barrier than WCDMA due to the lack of global field testing challenge – thus an EDGE proliferation is good for Spreadtrumbut may draw tougher future competition for Mediatek.

See: Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets [July 26 – Aug 10, 2012]

We revise estimates:
  • Given the rise of smartphone shipment once again, the rise in EDGE portion and EDGE shortage makes us more wary of future pricing competition from Spreadtrum, thus lowering ASP estimate and also expecting slower margin improvement.
  • We are raising feature phone units assumptions in 2013, as there are increasing signs that Mediatek might break into Nokia feature phone (both 2G and TD) by late 2012/ early 2013.

See: Smartphone-like Asha Touch from Nokia: targeting the next billion users with superior UX created for ultra low-cost and full touch S40 devices [July 20 – Aug 13, 2012]

2Q12 earnings call notes
Handset
  • New generation of feature phone 6250 integrates Bluetooth/ FM/ 200 MHz

MT6250
MT6255
Single-Chip GSM/GPRS/EDGE-RX entry-multimedia solution
[MediaTek product page, Aug 11, 2012]
MT6250 is a single-chip GSM/GPRS/EDGE-RX solution that offers highest level of integration with lowest power consumption and best-in-class features. Key features include embedded 64Mb pseudo-SRAM, SAW-less, RTC-less, BT, FM, external dual SPI [Serial Peripheral Interface] serial flash, multimedia support up to 2Mpixel camera, MP4 HVGA video and HVGA display. Integrated RF solution offers exceptional radio performance under stringent ambient conditions. MT6250 platform is pre-integrated with MediaTek’s highly proven, feature-rich SW solution thus considerably reducing the design cycle time and increasing the phone premium for consumers.
Single-Chip GSM/GPRS/EDGE-RX Smart Feature Phone solution
[MediaTek product page, Aug 11, 2012]
MT6255 is a single-chip GSM/GPRS/EDGE-RX solution that offers highest level of integration with lowest power consumption and best-in-class features. Key features include SAW-less, RTC-less, BT, FM, multimedia support up to 5Mpixel camera, MP4 WVGA video and WVGA display. Integrated RF solution offers exceptional radio performance under stringent ambient conditions. MT6255 platform is pre-integrated with MediaTek’s highly proven, feature-rich SW solution thus considerably reducing the design cycle time and increasing the phone premium for consumers.
•  GSM/GPRS/EDGE-RX Class 12, Quad band
•  ARM7-EJ 260MHz
•  Embedded 64Mb pseudo-SRAM
•  Audio: Ogg, FLAC, MP3, AAC, AMR-NarrowBand
•  Tier-1 voice noise reduction and echo cancellation
•  Support up to 262K color HVGA LCM
•  Support up to 2MP camera (YUV)
•  MP4 HVGA@30fps video decode and encode up to MP4 HVGA@15fps.
•  Rich video codec support: H.264, WEBM/VP8, AVI, MJPEG
•  Support dual-standby single talk
•  Integrated RX-SAW, RTC, BT, FM, RF, PMU, USB 2.0 FS
•  Integrated Class-AB audio amplifier (700mW@3.7V)
•  Integrated resistive touch controller
•  Pre-integrated with MediaTek’s highly proven, feature-rich SW platform
•  GSM/GPRS/EDGE-RX Class 12, Quad band
•  ARM926 EJ-S 416MHz
•  Audio: Ogg, FLAC, MP3, AAC, AMR-NarrowBand
•  Tier-1 voice noise reduction and echo cancellation
•  Support up to 262K color WVGA LCM
•  Support up to 3Mp(YUV), 5Mp(JPEG) camera
•  MP4 WVGA@30fps video decode and encode up to MJPEG VGA@15fps.
•  Rich video codec support: H.264, WEBM/MKV/VP8, FLV, AVI, MJPEG
•  Support dual-standby single talk
•  Integrated RX-SAW, RTC, BT, FM, RF, PMU, USB 2.0 HS
•  Integrated Class-AB audio amplifier (700mW@3.7V)
•  Integrated resistive touch controller
•  Support NAND+LPDDR1 MCP
•  Pre-integrated with MediaTek’s highly proven, feature-rich SW platform

Sector Report by Capital Securities Corp., Taiwan [June 25, 2012]

Shipment of MediaTek’s mainstream handset chip (2G/2.5G) arrived at 530mn units in FY11, accounting for ~60-70% of the overall market share
worldwide. Nevertheless, revenue generated by 2G/2.5G handset chip is forecasted to decline by ~15-20% YoY in FY12 on account of weak demand and ASP cut.

image
[MP = Mass Production]

J.P. Morgan Equity Research on MediaTek Inc. [April 29, 2012]

1Q12 earnings call notes
Feature phone
  • End market declining at double digit pace, vs. expectation of down 5% previously.
  • Feature phone pricing down about 25% in last 2 years. This year down probably even more than before.
  • Mediatek is trying to add more value there – with 400MPx, BT integration. MT6255 already in production – and well received.
  • MT6250 (for lower price) will go mass production in late 2Q

MediaTek, Spreadtrum reportedly to land large orders for feature phones [DIGITIMES, July 16, 2012]

Despite a slowdown in demand for feature phones, MediaTek and Spreadtrum Communications are expected to land large-volume solution orders for feature phones from international brands soon, according to industry sources.

MediaTek (联发科的) is expected to receive the speculated feature phone solution orders from Nokia, which has announced plans to slash 10,000 jobs worldwide and other cost-reduction measures, the sources noted.

Meanwhile, Samsung Electronics is expected to source 2.5G/2.75G handset solutions from Spreadtrum, the sourced added.
Spreadtrum is also expected to roll out 4G and quad-core smartphone solutions before year-end 2012, ramping up the company’s total handset solution shipments in the second half of the year, the sources added.

MediaTek lands 2.5G handset solution orders from Nokia, say sources [DIGITIMES, May 21, 2012]

MediaTek reportedly has landed orders for 2.5G handset solutions from Nokia with shipments to begin in the third quarter of 2012, according to industry sources. MediaTek declined to comment.

Given that global demand for 2.5G handset solutions still reaches one billion units a year, there is room for MediaTek to further expand sales in the segment although the company’s sales of 2.5G solutions have been turning weak recently, indicated the sources. MediaTek shipped 550 million 2.5G solutions in 2011.

Indeed, MediaTek has been working on its new platform for so called ‘smart-feature phones’ during the last two years at least. The essence of it can summarized via the following quotes (these exerpts are from the closing “More Details” section, therefore no links are provided here):

MediaTek:

‘Smart-Feature phone’ refers to a feature phone device with Internet functionality.

July 11, 2012: for the latest Twitter case

MRE (MAUI* Runtime Environment) is MediaTek’s innovative middleware technology designed for mobile developers and application providers to deploy services and content for ‘Smart-Feature phones’ [put it otherwise: MRE is a phone application development platform similar to JVM and Qualcomm Brew]. MRE-enabled devices will enable many users to access leading Internet services, such as Twitter, in an intuitive way.

*MediaTek Feature Phone Software Framework and Platform

With MRE, smart-feature phones will be able to run Twitter on minimal memory and hardware requirements, allowing manufacturers and brands to offer price-friendly devices with value-added mobile internet services. People with smart-feature phones will be able to experience a rich native application experience of Twitter consistent with smartphone applications like Twitter for iPhone or Twitter for Android.

Key internet service and application provider partners for MediaTek:

July 11, 2012:
“Our new partnership with Twitter further reinforces MediaTek’s focus on providing differentiated services and value for handset brands, giving them the means to offer affordable, compelling and differentiated mobile solutions to consumers in key emerging markets ,” said Cheng-Te Chuang, Corporate Vice President of MediaTek.

Jana Messerschmidt, Vice President of Business Development at Twitter, said, “The mobile Internet presents a great opportunity for Twitter to reach every person on the planet. Our partnership with MediaTek will help people in emerging markets enjoy the same rich Twitter experience on their mobile devices as more than 140 million others around the world.”

Earlier global partnerships

June, 2011:

According to Ming-Kai Tsai, Chairman of MediaTek, “MediaTek has redefined the mobile landscape through our partnership with Yahoo!. By integrating Yahoo! services into our mobile platform solutions, we are providing our customers and end users with access to the best experience for hugely popular Yahoo! services like Messenger, Mail, News, Weather and much more.”

Rose Tsou, Senior Vice President of Yahoo! Asia Pacific said, “The mobile Internet presents a wealth of opportunity for Yahoo! and our partnership with MediaTek will further connect us with our audiences in growing markets such as Indonesia, Malaysia, Philippines, Vietnam and India where new to Internet users are coming online for the first time through their mobile devices.”

November, 2011:
“Our new partnership with Facebook further reinforces MediaTek’s focus on providing differentiated services and value for handset brands, giving them the means to offer affordable, compelling and differentiated mobile solutions to consumers in key emerging markets such as India,” said Cheng-Te Chuang, Corporate Vice President of MediaTek.

Vaughan Smith, Mobile Partnerships and Corporate Development Vice President of Facebook added, “Every phone should be social and we’re excited to be working with MediaTek to bring Facebook to more devices, in more markets around the world and helping users to connect and share anywhere, anytime.”

May, 2012:
Regarding the new partnership, Ching-Jiang Hsieh, President of MediaTek said, “With the rapid development of mobile Internet applications and services, mobile gaming has become one of the leading value-added service and application in the mobile Internet industry today. I see our new partnership with Gameloft as a major breakthrough for the industry: With MediaTek’s strong platform customization and Gameloft’s cutting-edge game development capabilities, together we will be able to bring even more value to mobile phones, thereby increasing the competitive edge of our customers among mobile phone industry.”

“We look forward to leveraging MediaTek’s high performance mobile platforms to deliver our exciting selection of games to even more users worldwide. Gameloft has been present on the Chinese market for over 10 years with strong business and creation teams and we are thrilled to increase our presence to propose our games to the billion phone users in China. In sync with Mediatek’s philosophy, Gameloft’s mission is to provide a good experience to the mass market at a very reasonable price. Together we share the vision of leveraging our mutual technology and experience to serve the needs of the public in the broadest way possible,” said Gonzague de Vallois, senior vice president of Gameloft.

Leading local handset brands partnering with MediaTek on that:

November, 2011:
“With MediaTek’s new MRE solution, we are in a position to redefine the mobile landscape and give our users their first mobile browsing and social networking experience on a handset that costs less than US$50,” shared Dilip Modi, Managing Director of Spice Mobility, India.

May, 2012:
George Zhu, CEO of TECNO, leading handset brand in Africa also noted regarding the MediaTek-Gameloft partnership, “As one of MediaTek’s strategic partners, the concept of “entertainment” has always been one of the mainstays of the TECNO brand name. We are very excited about the benefits that this strategic partnership will bring to our users. As these two giants combine their strengths, it will allow us to develop even more competitive products which will bring our customers an even better gaming experience.”

Nokia, however, has already been on that route for some time:

What we offer in the current Nokia Asha products is a nice combo of applications, Internet experience and contemporary services. Through our Store, people all over the world are downloading more than 3.5 million apps per day. We have put lot of emphasis on providing locally relevant apps so that you can find what is meaningful in your part of the world.

However, we also have some of the global phenomenons like Angry Birds available on Asha as well. On the Internet experience side we are very proud of the Nokia Browser. It gives people access to the full web yet doing that in a cost-effective way. The browser can compress data traffic by upto 90% ensuring that your phone bill doesn’t explode. And the specific services we offer like Facebook, Twitter, QQ, Foursquare, Maps, email, etc. give people the tools that most of us are using on a regular basis.

Source: Nokia’s next billion: Antti Vasara looks to the future for Series 40 [Conversations by Nokia, Jan 26, 2012]

And Nokia continues with that approach quite parallel to the MediaTek’s recent effort:

The new, free Twitter for Nokiaapp is now available for Series 40 feature phones. …

This new app brings most of the features you’d expect to see from a Twitter client on a smartphone to hundreds of millions of feature phones around the world.

Twitter for Nokia is available for download today wherever Twitter is accessible around the world. Future built Series 40 phones will have the app preinstalled.

Source: Twitter for Nokia now on Series 40 [Conversations by Nokia blog, July 12, 2012]

Nokia aims to

  • further develop its Series 40 and Series 30devices, and
  • invest in key feature phone technologies like the Nokia Browser, aiming to be the world’s most data efficient mobile browser. Early results of this innovation can be found in Nokia’s latest Asha feature phones which offer a full-touch screen experience at lower prices.

Source: Nokia sharpens strategy and provides updates to its targets and outlook [Nokia press release, June 14, 2012]

In the area of Mobile Phones, we continue to renew our Series 40 portfolio. … We acquired Smarterphone, a Norwegian company that brings new user interface technology and expertiseto Nokia. We’ve increased download rates from feature phones to more than 4 million a day by improving store access and payment schemes and adding new apps like Whatsapp, Foursquare and EA.

We released a new version of Nokia Life, which delivers education, health, agriculture and entertainment services via SMS. And we delivered a new proxy browser, and we’re now bringing the browser and web apps down to super low-end devices.

… the acquisition of Smarterphone in this space to give us more flexibility and speed as it relates to the user interface elements, for example, of that platform. ..

Source: Nokia’s CEO Discusses Q1 2012 Results – Earnings Call Transcript [Seeking Alpha, April 19, 2012]

Nokia has today announced the availability of Nokia Browser 2.0, a major update dedicated to Nokia Series 40 devices. The new version reduces data consumption by up to 90%, meaning that consumers can enjoy faster and cheaper internet access. Web sites load up to three times fasterin comparison to devices without cloud-accelerated browsing and consumers will also benefit from a number of other enhanced capabilities.

The browser includes a revamped, modern user experience that makes it simple to find, install and use interesting web apps that offer a richer, more desktop-like internet experience. Launched in mid-2011, the Nokia Browser is the first browser of its kind to support web apps, and now boasts a catalogue of more than 10,000 of the latest apps. Several publishers have experienced over a million downloads in a matter of months, demonstrating strong consumer demand.

Nokia makes internet access faster and easier with new browser for Series 40 devices [Nokia press release, April 23, 2012]

Nokia Browser, Life Tools and Maps for Series 40 have become hugely popular, with Nokia Browser becoming the fastest growing Nokia service ever and Series 40 products accounting for a third of downloads from the Nokia Store (up from 13% in January 2011)

Source: There’s something about Mary… [Conversations by Nokia, Jan 3, 2012]


More Details

MediaTek Announces Global Partnership to Bring Twitter to ‘Smart-Feature Phones’ [press release, July 11, 2012]

MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, and leading communications platform Twitter, today announced a global strategic partnership that will see Twitter integrated into MediaTek’s mobile platform solutions, enabling users in emerging markets to access a rich Twitter experience via affordable mobile devices, more easily than ever before.

With this partnership, MediaTek will preload the Twitter application in its MRE middleware as the default feature in its reference design for mobile handsets. Mobile manufacturers and brands can expect to reduce the time-to-market and to develop product differentiation for their consumers. With MRE, smart-feature phones will be able to run Twitter on minimal memory and hardware requirements, allowing manufacturers and brands to offer price-friendly devices with value-added mobile internet services. People with smart-feature phones will be able to experience a rich native application experience of Twitter consistent with smartphone applications like Twitter for iPhone or Twitter for Android.

Mobile internet usage continues to grow every year, more so in emerging markets, innovative products such as the MRE solution helps MediaTek to address the growing demand for mobile internet access. This global partnership underscores the significant potential to present users worldwide with a gateway to access Twitter.

MRE is MediaTek’s innovative middleware technology designed for mobile developers and application providers to deploy services and content for ‘Smart-Feature phones’. The MRE solution provides millions of users in emerging markets with the ability to enjoy rich online experiences previously available only on smartphones. MRE-enabled devices will enable many users to access leading Internet services, such as Twitter, in an intuitive way.

“Our new partnership with Twitter further reinforces MediaTek’s focus on providing differentiated services and value for handset brands, giving them the means to offer affordable, compelling and differentiated mobile solutions to consumers in key emerging markets ,” said Cheng-Te Chuang, Corporate Vice President of MediaTek.

Jana Messerschmidt, Vice President of Business Development at Twitter, said, “The mobile Internet presents a great opportunity for Twitter to reach every person on the planet. Our partnership with MediaTek will help people in emerging markets enjoy the same rich Twitter experience on their mobile devices as more than 140 million others around the world.”

The latest smart-feature phone solution, the MediaTek MT6255, will be the first model to carry Twitter applications. In the near future, twitter service preload will be also expanded to all MediaTek mobile platforms.

Mediatek MT6255 Baseband Chipset Features List [Quazmo blog, Feb 7, 2012]

As you may aware Taiwanese based Mediatek is the top most producer of low cost mobile base band chipset. New to add to their 2G solutions arsenal is the cost down better spec version for MT 6235 platform. Its to be noted that in the recent past Mediatek is facing heavy pressure from Shanghai based Spreadtrum and Taiwan based M-Star also there are speculation that more to come. Let’s have a basic features list review for MT 6255 platform

Mediatek MT 6255 chipset uses ARM9 [1.1 DIMPS/MHz] core processor with clock speed of 416 MHz. Built on System On Chip concept the added specialty is it has both SAW [Surface Acoustic Wave] and RTC [Real-Time Clock] embedded to the chipset which avoids external components. Also they have emphasized on the long battery life which is kind of a common requirement these days. Display can support up to WVGA [800×480] resolution. Cosmos 1.5 UI and Gemini 2.0 for dual sim function are available. Can support both optional 1Gb + 512Mb and 1Gb+256Mb memory options. Support external applications via MRE and Opera Mini v4 is pre installed. Can Play both Mp4 H.264 and H.263 formats at 30 frames per second for both HVGA [480×320] and CIF [352×288]resolutions. On design now, phone running on MT 6255 platform chipset will be available in the market some time around Q2 2012.

From MT6235 Design Notice V2-3 [July 2008]:

MT6235 Main Feature

  • EDGE Class12, GPRS Class 12
  • ARM926EJ-S 208MHz with cache
  • PMU / Touch panel driver integrated
  • 2M / 1.3M / VGA camera (YUV)
  • Chip UID – 315 bit
  • FR, EFR, HR, AMR speech codec
  • Support up to 16.77M color WQVGA LCM
  • Excellent melody format support
    – MIDI, WB AMR, AAC, AAC+, eAAC, digital music
  • Polyphonic melody, 64-tone wave table, stereo loudspeaker

  • SBC encoder capability supports BlueTooth A2DP function
  • Advanced DSP acoustic functionality
    – AEC, noise reduction
  • SD/MMC/MS/MSprocard & SDIO support
  • USIM support
  • Built in USB2.0 (High speed/Device), IrDA
  • QWERTY keypad support
  • Multi-memory system with more flexibility for phone design
    – NOR/pSRAMwith or without AD MUX; burst mode of up to 104 MHz supported
    – NAND-boot supported
    – NAND data storage supported
    – LPSDRAM supported

Snapshot of MT6235 Reference Phone

image

From a MediaTek presentation [June 20, 2011]:

Delivering Value-Added Services (VAS) with MRE now

MRE

MRE (MAUI* Runtime Environment) is a Middleware platform designed for MediaTek’s Feature-phone solution that provides a Content Downloadable Mechanism that enables applications expansion previously reserved for smartphones

*MediaTek Feature Phone Software Framework and Platform

MRE Overview

Seamlessly Integrated into the Software Architecture

image

Partnership Establishment and MRE Strategy

Partner with key leading service providers and Local Brands to enhance the MRE ecosystem through an integrated platform and open strategy

Open and neutral strategy

  • Facilitate and foster the MRE ecosystem with an open attitude to enable more developersto participate in the ecosystem
  • Long-term objective: Open MRE SDK to the market

MediaTek as ecosystem facilitator

  • We won’t be involved in MRE Service operation
    – Still focus on chipset core business
    – Won’t compete with Customers/Solution & Content Providers

Enhance platform value

  • Migrate native applications to MRE to reduce maintenance effort & lower cost with more flexibility
  • Attract more developersto enrich MRE solutions/contents
  • More differentiation possibilities for customers

Integrate key internet services

  • Launch MRE applications of key internet services as part of Mediatek solution e.g.: Yahoo, Facebook….

Intensify partnership with local brands

  • Provide reliable solutions to local brandsfor VAS business

The Must-Know Mediatek Ecosystem

1. Extreme Price Sensitive:
-Mediatek’s Customers care about every cent..
2. Major Attention Focusing on Emerging Markets
3. Significant Market Size:
-2010 MTK Solution Shipment up to 500M even more than Nokia
4. Low Memory Size/Very Optimized Contents Needed:
-Smartphone development logic/practice not properly applicable to Mediatek’s feature devices
5. A New Blue Ocean Market for VAS:
-Not many well compatible VAS solutions for Mediatek devices especially for non-China emerging markets

Why Does MRE Matter for Your Biz?

1. An Official Middleware Supported by Mediatek:

> MRE has become a “default component” with the activated status built in MTK feature phone OS/SW architecture

  • this is a very effective approach to penetrate MRE. As long as our customers take our SW branch (must be needed to operate our chipsets), MRE is as default existing right there.

2. More Strong Stickness/Incentive for Customers to Take

> More original Native MTK apps & Critical Killer Apps will be made by MRE apps in near future….

  • like fundamental app tools such as Calculator, Clock… Or even some key internet apps will be offered to customers in form of MRE instead of native apps as the default apps on SW branch. Customers must adopt MRE to get those key apps compatible. This strategy will create more strong stickness at our customer side to adopt MRE

3. A Systematic Support Rolling Out….

>“Mediatek Forum” established to promote MRE as key strategic plan since this May

  • Forum will organize MRE roadshows and technical seminars in SEA and India to joint our identified SP/CPs on launching out MRE solutions. This is the strong commitment made by Mediatek.

4. Mediatek’s Customers Need MRE to Make More Differentiations:

> More flexible & control for customers on developing differentiations

  • The SW/VAS differentiation for Mediatek’s customers to create is very vital for their survival in homogenous ecosystem. MRE is a technology platform/weapon committed by Mediatek to offer more flexibilities/control for customers to develop the competitive differentiations. SP/CP will take a significant role to facilitate this evolving trend and critical for our customers to rely on

From another MediaTek presentation [June 20, 2011]

Why MRE Rather Than Java?

image

MRE Competitiveness Summary

  1. Cost Efficiency:
    -Less Memory Required: even MCP 32+32 or 64+32 affordable to run
  2. Higher Performance:
    -Light and optimize to perform on Mediatek’s platform
  3. More Flexibility:
    -Many possibilities and development room for customers to create the differentiations, which can enhance the attractiveness/ stickiness
  4. More Penetration Space to monetize:
    -MRE is able to penetrate to low/mid feature phone segmentations which Java hard to reach, which is a new Ocean Blue market to grasp
    -Downloadable:
  5. More Biz Opportunities:
    -The emerging markets for VAS/Content demand on feature phone environment have a tremendous space to grow. This is like a Virgin Land for us to cultivate and to benefit

What is MRE? [MRE blog, Jan 21, 2012]

MRE (MAUI Runtime Environment) is a phone application development platform similar to JVM and Brew. On the MRE platform, you can realize solutions for smart feature phones on feature phones. Meanwhile, MediaTek also provides developers and end suppliers with highly efficient development tools (MRE SDK) and compilation environment for applications, allowing developers to develop applications more quickly and effectively.

Use MRE Platform to Easily Construct a Value Chain for Phone Software
All the functions in MRE are designed to reduce the development and deployment cost for application programs. They are the basic for constructing a good environment.

  • For phone users, phones with MRE platform allow you to download or install MRE applications and games to experience the fun of smart phones.
  • For developers, MRE SDK provides you with high-speed tools and rich APIs, helping you realize various types of applications.
  • For end suppliers, the MRE solutions solve the closed-ended [?closedness?] problems of feature phones and provide rich application experiences.

MRE Features

Supports Local Commands:
MRE applications are developed by ANSI C language and support local commands compiled by ADS, RVCT and GCC. The operating speed of applications can reach or approach the speed of static binding commands. DLL is supported to run applications from the external memory card.
Full Package of Development Tools:
The MRE SDK package provides a full set of development tools and documents, including the integrated development environment, simulator, debugger, monitor, API reference files and sample codes.
Bountiful Interfaces:
MRE packages bountiful interfaces from the MAUI platform and provides standard and simple programming concepts which help you develop all kinds of MRE application programs in easier and faster ways.
An Open Platform:
MRE is a platform of full documents open to companies or individuals to develop application programs. You can acquire more development tools and support from this website.
Sandbox and Digital Certification:
The sandbox mechanism protects the phone system and the user’s personal data from being attacked by hackers through MRE API.
The digital certification ensures the completeness of MRE applications and prevents the system from being damaged by hackers through modifying the MRE applications.

MRE Modules

The figure below lilsts the modules in the MRE platform.

MRE is composed of SAL (Software Abstract Layer), Framework and MRE API. SAL and Framework construct a complete operational environment. Framework is established above SAL which realizes the core functions of MRE, e.g. memory management, dynamic link, etc. By MRE API, the MRE applications call the framework API and MTK platform API to achieve various and rich functions.

From arm.com: ADS (ARM Developer Suite)

ADS consists of a suite of applications, together with supporting documentation and examples, that enable you to write and debug applications for the ARM family of RISC processors. You can use ADS to develop, build, and debug C, C++, and ARM assembly language programs.

The ADS toolkit consists of the following major components:

  • command-line development tools
  • GUI development tools
  • utilities
  • supporting software.

See Further reading on page ix for a list of the ADS documentation

From arm.com: RVCT (ARM RealView Compilation Tools)

RealView Compilation Tools consists of a suite of applications, together with supporting documentation and examples, that enable you to write applications for the ARM family of processors. You can use RealView Compilation Tools to build C, C++, and ARM assembly language programs.

… If you are new to RealView Compilation Tools, read the RealView Compilation Tools Essentials Guide for an overview of the ARM tools and an introduction to using them as part of your development project. …

From wikipediaGCC (GNU Compiler Collection)

… The current stable version of GCC is 4.7.1, which was released on June 14, 2012. … The standard compiler release 4.6 includes front ends for C (gcc), C++ (g++), Objective-C (gobjc), Fortran (gfortran), Java(gcj), Ada (GNAT), and Go (gccgo). Also available, but not in standard are Pascal (gpc), Mercury, Modula-2, Modula-3, PL/I, D (gdc), and VHDL (ghdl). A popular parallel language extension, OpenMP, is also supported. …

From answer to “COSMOS platform and Touch Panel phone. Is this two?” question:

COSMOS only support Touch platform. … The COSMOS platform we launched in W11.12MP, full touch platform, the UE, UI design to meet current user needs, giving users a new experience on a feature phone (class smartphone). … COSMOS support from MRE2.0.

MediaTek Gemini solution to open the dual card dual standby new era [press release (Chiese), Jan 16, 2012]

According to the latest report released by the U.S. market research firm Strategy Analytics, in the third quarter of 2011 has surpassed the United States, the world’s largest smart phone market. With the era of 3G smartphones, the freedom to switch between different networks become increasingly important consumers online increasingly urgent demand for voice and data at the same time, all this in mind, Samsung, Nokia, Motorola and other international manufacturers have access to the dual card dual standby market segments, dual card dual standby mobile phone market has great potential.

At present, a lot of dual sim dual standby smart phone terminal market. However, due to frequent 2G/3G gateway into different countries, roaming and load data download service, dual card dual standby mobile phone prone to continued power a short time, dropped calls and download dropped. Part of the program provider is the blind pursuit of multi-card more than to be ignored these consumers are most concerned about the use of the fundamental problems.

As a leading IC design roots in the mobile phone industry for many years, MediaTek has been a user needs as a fundamental starting point, and constantly develop innovative mobile phone solution. MediaTek years ago, leading the industry to launch dual-card dual standby solutions for the Gemini, the solution has been launched by virtue of the high stability of its platform, the industry’s lowest rate of dropped calls, high system integration and industry-unique low-power, in the short within the time had become the standard one of various mobile phone manufacturers to quickly lead the wave of mobile development.

After continuous R & D and innovation, the United Nations Development Technology Gemini solve the program to achieve a cell phone in a set of chips (BB + RF) of the original architecture, almost does not increase any of the BOM cost of the software to achieve more than one SIM card standby function. Users can be more than one SIM card into a mobile phone in the standby mode to answer any one card calls. Continuing escalation of this program to consolidate MediaTek’s leading position in technological innovation, complete solutions (total solutions) is highly integrated and highly optimized mobile phone hardware and software system architecture, the terminal performance not only to the limit, but also the industry’s lowest power consumption level.

MediaTek recently launched a new generation of dual-card dual standby solutions for the Gemini V2, continuation of the advantages of a the MediaTek total solution complete system solutions that can support two SIM cards operate in 2G/3G networks, the solution for mobile households huge demand of the Internet more to do breakthrough software to optimize the industry’s dual card dual standby program to achieve the only one SIM card during data transmission, another SIM card can receive or make calls, while the standby time with the previous performance the same. Other existing dual card dual standby program, data transmission at the same time, another SIM card is completely unable to voice dial-up behavior. MediaTek Technology Gemini V2 to innovative technologies to enhance the ability to support voice and data synchronization, and give full play to the advantages of dual-card users can enjoy download or the Internet, while answering the phone, avoiding the phenomenon of dropped calls, and truly worthy of the name pairs card dual standby.

Years ago, the three operators in China had dual card dual standby become one of the customized standard, the MediaTek launch of the “true dual standby function will greatly operators welcome. Now is able to switch between the GSM, WCDMA network. The user can no longer have to worry about the bobble in the high-speed Internet access when important calls or call application setting, both to ensure call the Internet correct, they do not particularly change, this is a best of both worlds.

The smart phone’s standby time is short, has been plagued by a number of smart phone users, how do low-power enhancements, MediaTek give full play to the advantages of its total solution, Gemini V2 also achieved a major breakthrough in power on hardware, software and system optimization and innovation, its power consumption is half of the other dual card dual standby solutions can be found: when tested with other programs, Gemini V2 mobile phone standby time is twice that of other programs , but not because of the dual-card feature caused by the wear and tear of standby time. Data upload and download speeds, Gemini V2 to achieve the same industry-leading level in the protocol stack to achieve a great deal of optimization, the program’s data upload and download speed of response is about two to three times faster than competing solutions. become the fastest dual card dual standby solution, which can provide users with an excellent online experience.

In addition, MediaTek uphold from the consumers’ experience starting in Gemini V2 dual-card switching, and choice of Internet user interface (UI) has done a lot more intuitive, more user-friendly design, for example, the user can specify which a card for Internet access, so Internet access will give priority to use this card, which help users to achieve tariff optimization, while ensuring the quality of voice and data to achieve the best.

With a high degree of stability and excellent performance, MediaTek dual card dual standby solution has become the leading fashion benchmark, widely recognized by the major operators, handset manufacturers and users. I believe in the future development, together Technologies R & D and introduced more chip products that meet market and consumer needs, work with partners to promote the Chinese mobile phone industry continue to move toward prosperity.

MediaTek Brings Yahoo! Services Around The World [June 1, 2011]

MediaTek Inc, a leading manufacturer of semiconductors for wireless communications and Yahoo! Inc. (NASDAQ: YHOO), the premier digital media company, today announced a global partnership that will embed Yahoo!’s services into MediaTek’s mobile platform solutions. MediaTek is the world’s largest mobile chipset maker and in 2010, the company shipped over 500 million units for assembly into a wide range of mobile phones distributed worldwide.

Yahoo! will be MediaTek’s first global mobile service partner to deliver mobile Internet services including Yahoo! Messenger, News, Finance, Weather, Mail and other Yahoo! popular services on MediaTek’s MAUI Runtime Environment (MRE). MRE is MediaTek’s new middleware technology designed for mobile developers to deploy services and content for ‘Smart-Feature phones.’

With the launch of the MRE technology and the partnership with Yahoo! and MediaTek, the market can expect more ‘Smart-Feature phones’ to be available at an affordable price. This partnership will also allow users of handsets powered by MediaTek’s System on Chips to easily discover and connect with Yahoo! through its best-in-class products, content, tools and services and help them get the most of the digital world. MediaTek has been working closely with leading handset brands such as Cherry Mobile, Spice Group, Spice CSL and Nexian to develop products based on the MRE technology and it is in ongoing discussions with other brands.

According to Ming-Kai Tsai, Chairman of MediaTek, “MediaTek has redefined the mobile landscape through our partnership with Yahoo!. By integrating Yahoo! services into our mobile platform solutions, we are providing our customers and end users with access to the best experience for hugely popular Yahoo! services like Messenger, Mail, News, Weather and much more. ”

“Our collaboration with Yahoo! makes it more convenient for handset manufacturers to accelerate their speed to market and to reduce their deployment cost of those popular services. This is a significant milestone and a win-win for all parties who can now capitalize on the high growth rate of feature phones happening around the world.”

Rose Tsou, Senior Vice President of Yahoo! Asia Pacific said, “The mobile Internet presents a wealth of opportunity for Yahoo! and our partnership with MediaTek will further connect us with our audiences in growing markets such as Indonesia, Malaysia, Philippines, Vietnam and India where new to Internet users are coming online for the first time through their mobile devices.”

The MediaTek and Yahoo! product development roadmap covers MRE, widget capable ‘Smart Feature phones’ and the Android platform. Services included in the roadmap are Yahoo! Messenger, Mail, News, Weather, Finance, Cricket, Flickr and Answers. More services will be added in the future.

Yahoo Licensed MRE Clients [MRE blog, Jan 3, 2012]

With MRE technology, Mediatek mobile device end user can enjoy powerful and high-performance Yahoo services in low-end feature phone. These Yahoo services include Yahoo Messenger, Yahoo News, Yahoo Weather and Yahoo Finance.

Yahoo Messenger

  • Y!M (Yahoo Messenger) is Yahoo chat client for MRE (formerly VRE) enabled MTK platform phones.
  • This version of Yahoo Messenger supports basic features that enables users to do text chat with friends, manage friends, updating profile status, search, Profile picture display, emotion icons, links in chat etc.

Yahoo Weather

  • This is Yahoo Weather mobile client application for MRE (MAUI Runtime Environment) enabled MTK handsets.
  • Application provides weather information for cities. Information provided will be either in Celsius or Fahrenheit units. Application provides weather forecast for five days. User can search cities for which he desires to get the weather information or he can also set a city as his favorite by adding it in My locations list. The weather information of favorite cities is displayed in home screen by default.

Yahoo News

  • This is Yahoo News mobile client application for MRE (MAUI Runtime Environment) enabled MTK handsets.
  • Application helps to fetch news of various countries. User can make any country as his home country after which news categories of that country will get displayed. User can fetch list of headlines for particular selected category and can view summary of news for any listed headline. If user wants to read full news then application will open yahoo news link for that particular news in browser.

Yahoo Finance

  • This is Yahoo Finance mobile client application for MRE (MAUI Runtime Environment) enabled MTK handsets.
  • Application provides information for stocks of various companies by using ticker symbol or searching company’s stock by name. Yahoo Finance application provides graphical representation of ups and downs of stocks of company for different time periods.

MediaTek Announces Global Partnership to Bring Facebook to ‘Smart-Feature Phones’ [press release, Nov 8, 2011]

MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, and Facebook today announced a global partnership that will see Facebook embedded into MediaTek’s mobile platform solutions, enabling users in emerging markets to access Facebook, many for the first time, via affordable mobile devices.

MediaTek is the world’s largest mobile chipset platform provider, shipping over 500 million units in 2010, for assembly into a wide range of mobile phones distributed worldwide. This partnership will allow users of handsets powered by MediaTek’s Runtime Environment (MRE), to better connect with their friends, family and coworkers.

MRE is MediaTek’s innovative middleware technology designed for mobile developers and application providers to deploy services and content for ‘Smart-Feature phones’*. The MRE solution provides millions of users in emerging markets with the ability to enjoy rich online experiences previously available only on smartphones. MRE-enabled devices will enable many users to access leading Internet services, such as Facebook, for the first time.

This global partnership underscores the significant potential to present users worldwide with a gateway to access Facebook. Last year, phones powered by MediaTek chipsets represent over 40% of the overall Indian handset market. With the launch of this global partnership, MediaTek is expecting more than half of its customers in India to adopt its MRE solution.

“Our new partnership with Facebook further reinforces MediaTek’s focus on providing differentiated services and value for handset brands, giving them the means to offer affordable, compelling and differentiated mobile solutions to consumers in key emerging markets such as India,” said Cheng-Te Chuang, Corporate Vice President of MediaTek.

Vaughan Smith, Mobile Partnerships and Corporate Development Vice President of Facebook added, “Every phone should be social and we’re excited to be working with MediaTek to bring Facebook to more devices, in more markets around the world and helping users to connect and share anywhere, anytime.”

MediaTek is currently working with leading handset brands, including Spice Group and Micromax in India, Cherry Mobile in the Philippines, and Nexian in Indonesia to roll out their mobile solutions in these key markets.

MediaTek’s chips have been a powerful force behind the worldwide mobile telephony revolution. In emerging markets such as India, the ability to offer features such as color interfaces, cameras, video recorders, QWERTY keypads and dual SIM capability at a compelling price point has driven the uptake of MediaTek-powered ‘Smart-Feature phones’.

“With MediaTek’s new MRE solution, we are in a position to redefine the mobile landscape and give our users their first mobile browsing and social networking experience on a handset that costs less than US$50,” shared Dilip Modi, Managing Director of Spice Mobility.

“This is a true breakthrough for the industry, and we are very proud to be working with a leader in innovation like MediaTek to create unprecedented value for our users across India, many of whom will access popular internet services such as Facebook for the first time via their mobile device,” added Vikas Jain, Business Director of Micromax Mobile.

*‘Smart-Feature phone’ refers to a feature phone device with Internet functionality

MRE Facebook Client [MRE blog, March 8, 2012]

Facebook helps you connect and share with the people in your life. Now it is available on MRE!

 

 

Boost Up Web Browsing On Smart-Feature Phones [Dec 2, 2011]

Opera Mini mobile browsers to ship worldwide on MediaTek’s MRE Platform

Opera Software and MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, today announced that Opera Mini, the world’s most popular mobile browser, will be included into MediaTek’s Runtime Environment (MRE).

MRE is MediaTek’s innovative middleware technology designed for mobile developers and application providers to deploy services and content for “smart-feature-phones”. The MRE solution provides millions of users in emerging markets with the ability to enjoy rich mobile Internet experiences previously available only on smartphones. This partnership will allow users of handsets powered by MediaTek’s MRE platform to enjoy the best and most affordable Internet experience.

Opera Mini has an impressive user base, with more than 140 million users each month and growing. It offers cloud-assisted browsing, where its renowned compression technology reduces data load by up to 90% before sending it to phones. This results in a much faster page-loading speed on a limited bandwidth connection, as well as lower data costs.

“MediaTek and Opera Software share the same vision. We both want people to access the Web on their own terms,” said Lars Boilesen, CEO of Opera Software. “The MRE solution makes the traditional feature phone smarter and, at the same time, delivers the best user experience. Opera Mini makes the Web an enjoyable experience regardless of bandwidth. We look forward to seeing the next billion people to surf with Opera Mini on MRE-powered phones.”

MediaTek is the world’s largest mobile chipset platform provider, shipping over 500 million units in 2010, for assembly into a wide range of mobile phones distributed worldwide.

MediaTek Announces Global Partnership with Mobile Gaming Giant Gameloft [press release, May 11, 2012]

MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions and mobile gaming giant Gameloft, today jointly announced a global strategic partnership. Through this global partnership, Gameloft is committed to fully support a wide range of gaming applications available on MediaTek’s feature and smartphone platform solutions. Gameloft has also begun to allocate dedicated R&D team and resource for the development of games that will run on MediaTek’s mobile phone platforms.

To meet the rapid growth of the mobile gaming market, MediaTek and Gameloft have come together to offer high quality games supported by MediaTek’s high performance mobile platforms that can meet the increasing demands of gamers regarding speed and multimedia features. MediaTek announced that its newest single chip solution, the MT6255, which will come pre-loaded with Asphalt 6: Adrenaline™, Gameloft’s most popular racing game to date, as well as trial versions of three other best selling games, Block Breaker 3™, Assassin’s Creed Revelations™, and Brain Challenge 3 : Think Again!™—all at no extra cost to manufacturers. Besides, Gameloft has already begun to funnel resources and game development teams in France, Vietnam, and China to create games that will run on MediaTek powered mobile platforms.

According to a recently released market survey carried out by IT research firm SuperData, mobile gaming will be a $7.5 billion market by 2015E, more than triple the $2.7 billion that it is today. The survey also showed that Asia is currently the largest market for mobile gaming, with revenues forecasted to total $3.2 billion by 2015E, accounting for 40% of the total market. Since anywhere between 3.5% and 10% of mobile free-to-play game audiences will convert to paying users, this market segment offers a large potential for growth.

Regarding the new partnership, Ching-Jiang Hsieh, President of MediaTek said, “With the rapid development of mobile Internet applications and services, mobile gaming has become one of the leading value-added service and application in the mobile Internet industry today. I see our new partnership with Gameloft as a major breakthrough for the industry: With MediaTek’s strong platform customization and Gameloft’s cutting-edge game development capabilities, together we will be able to bring even more value to mobile phones, thereby increasing the competitive edge of our customers among mobile phone industry.”

“We look forward to leveraging MediaTek’s high performance mobile platforms to deliver our exciting selection of games to even more users worldwide. Gameloft has been present on the Chinese market for over 10 years with strong business and creation teams and we are thrilled to increase our presence to propose our games to the billion phone users in China. In sync with Mediatek’s philosophy, Gameloft’s mission is to provide a good experience to the mass market at a very reasonable price. Together we share the vision of leveraging our mutual technology and experience to serve the needs of the public in the broadest way possible,” said Gonzague de Vallois, senior vice president of Gameloft.

George Zhu, CEO of TECNO, leading handset brand in Africa also noted, “As one of MediaTek’s strategic partners, the concept of “entertainment” has always been one of the mainstays of the TECNO brand name. We are very excited about the benefits that this strategic partnership will bring to our users. As these two giants combine their strengths, it will allow us to develop even more competitive products which will bring our customers an even better gaming experience.”

MRE Gameloft Games [April 11, 2012]

Gameloft is the leading mobile game provider in the world. Now end user can enjoy the high quality Gameloft games on MRE devices!

Asphalt 6

 

 

Assassin Creed

 

Block Breaker 3

 

Brain Challenge 3

 

See also:
App Review [list of posts on the MRE blog], currently 20
MRE Eco-System Introduction [MRE blog, Feb 3, 2012]
MRE Version Number Unveiled [MRE blog, Jan 16, 2012]

MoMagic develops App Store solution on MRE platform for application users [MoMagic press release, March 29, 2012]

MediaTek Inc, a leading fables semiconductor company for wireless communications and digital multimedia solutions and MoMagic Technologies which focuses on mobile platform operation and mobile Internet service for India and other emerging markets have tied up for an application development platform called Maui Runtime Environment (MRE).

Developed by MediaTek MRE allows developers to realize smart phone solutions for feature phones. MRE provides application developers high speed tools and rich API set to provide users a rich experience. Phones with MRE Platform are closing the gap with smart phones.

MoMagic has developed App Store solution on MRE platform to help application developers an efficient way to distribute and monetize their application. The App Store will be first launched with a large number of MRE Applications in all areas like Utility, SNS, Games, Entertainment and others. Solutions provided are of a wide variety for the huge feature phone customer base.

“MoMagic Technologies is always focused to work on middle and low end of the phone user. The App Store has been developed keeping in mind the feature phone users”, said Mr. Arun Gupta, CEO, MoMagic Technologies.

“The App Store is very easy to use and navigate around. Store allows users to view newest MRE Applications, most downloaded ones, highest rated ones and also the ones downloaded for future reference”, he added.

Using this App Store user can view the Application details like description, user rating, download, etc. A number of Applications and games can be downloaded with the ease of the download manager and one can pause/resume downloads as preferred. All these features seem to take feature phone one step closer to smart phones in terms of application experience.

It seems in a very short span of time the difference between smart and feature phones would fade awayand it’s all because of platforms like MRE and solutions like MoMagic’s App Store.

“For the past few years we have seen multiple new entries in the mobile platform and hence development of Applications and App Store as a result. All this seems great but the development of Applications has been mostly directed towards smart phones and feature phones have been left out. We should not forget that worldwide feature phones market share is close to 70%, and in Asia and Africa it is still close to 80%”, Mr. Arun Gupta further said.

MediaTek Announces Investment into Spice Digital [press release, July 29, 2011]

MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, today announced that it has invested into Spice Digital Limited, one of the largest Mobile Value Added Services ( mVAS ) player in India with presence in close to 20 countries. In connection with this agreement, MediaTek will invest US$ 20 million.

According to a recent study of Standard Chartered, India is set to become the fastest growing major economy in the world by 2012. It is also estimated to have more than 700M mobile subscribers, with that number still increasing. In addition, market research states that the mVAS (mobile value added service) market in India will enjoy over 100% growth over 5 yearsand will constitute about 10% of total telecom revenue for Indian operators. It is no surprise then that an increasing number of Indian operators are putting attention and resources into mVAS, which represents a huge market potential.

Spice Digital Limited was incorporated in 2000 and has become one of India’s top VAS companies with over 30M subscribers. It offers innovative solutions for telecom operators, enterprises, and government agencies using different mobile connectivity mediums of Voice, IVR, SMS, USSD, WAP, 3G & Mobile Applications. The company is well connected with all major operators in India including Bharti Airtel, Vodafone, Reliance Communication and also enjoys accelerated penetration into Africa and SE Asia.

During the signing ceremony held in MediaTek headquarters this morning, Mr. Ming-Kai Tsai, Chairman of MediaTek said, “The mobile Internet presents a wealth of opportunity for MediaTek and we believe India’s IVR and mVAS market, where Spice Digital’s core business lies, will continue to grow. Through this investment in Spice Digital, we are hoping to capitalize on its market potential and reinforce its strong operator relationship and leading position in India, SEA, Africa and Middle East.”

Dr. Bhupendra Kumar Modi, Chairman of SPICE Global stated, “India is already one of the fastest growing large economies in the world and has the potential to become the world’s largest economy. Mobile Internet can help India achieve double digit GDP growth rate and our businesses continue to lead the country’s move on the digital highway with mobile Internet. MediaTek is well known as a leading Mobile IC solutions provider. We are very excited to have signed this definitive agreement with MediaTek. Through this investment, we can together offer more advanced and innovative services and enrich the digital mobile life of the future.”

Oversea MRE Devices ! [MRE blog, April 6, 2012] [$73, 2.8”, 320×240]

With MRE technology, Mediatek worldwide customers can easily to introduce the local applications for product differentiation. So more and more MRE enabled low-end feature phone devices appear in the market with rich mobile games and mobile internet services today.

Thailand:

GNET G818 GNET G817 i-Mobile U3502 I-Mobile S501T
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India:

Lava C51 [$42] Micromax MX434I Micromax X55 [$55] Spice M-5225 [$32]
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Wynncom O-888 Wynncom O-777 Wynncom O-799 Karbonn K55 [$51]
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LAVA KKT 36 [$64] FLY DS123 FLY E141 TV Micromax X288 [$36]
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Lemon Duo 339 Super [$45] Spice M-5885 [$60] HT Mobile I9 HT Mobile 404
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Micromax X368 [$38] FLY Q100 [$43] Micromax MX151 [$23] iBall i225 [$22]
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Philippines:

Cherry Mobile W2 Star Mobile T501 Star Mobile B501 Star Mobile B302
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Indonesia:

Nexian G963
[$74, 3.5”, 480×320]
Nexian G965
[$85, 3.5”, 480×320]
Nexian G790
[$58, 2.8”, 320×240]
IMO M306
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Nexian G855 Nexian G967 Venera AKTIV215 IMO M180 [$45, 2.6”, 320×240]
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Malaysia:

Spice CSL BB 7500 Spice CSL DS 720
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Africa:

Tecno T77 [$54] Tecno HD70 Mi-Fone MI-400 G-PLUS L300
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G-PLUS S20 G-PLUS L300 Tecno T50 Tecno T281
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iTel E7
[$73, 2.8”, 320×240]
     
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LaTAM:

Verykool I605 BLU Deco Pro BLU Deco
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Other:

MegaGate W750
[$99, 3.5”, 480×320]
F-Mobile B8300 [$67, 3.2”, 400×240]
Pakistan Vietnam
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