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Marvell to capitalize on BRIC market with the Moby tablet
Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]
Brazil, Russia (sort of), India, and China (BRIC) are the current leading lights for most of the businesses looking for high growth markets in 2011. This is not different for the ICT industry either. See more about that in the “Analysts about the BRIC market potential” part of this post far below. This will also be showing how promising is the new BRIC-oriented end-customer strategy of Marvell.
If one knows very little or nothing about Marvell it is recommended first to read my preceding post Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 with updates upto Jan 17, 2011].
Follow-up: High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
No wonder that Marvell has started to implement one of its long-range end-customer strategies, the so called Moby (see above and/or click) first in India then in other parts of the BRIC. As PC World (IDG News) reported in its Tablets Using Marvell’s Moby Design in India Soon [Jan 27] article (emphasis is mine):
Tablet computers built to Marvell’s Moby reference design should launch in India in the first half of this year, an executive of the company said on Thursday.
The chip company is partnering in India with consumer electronics vendors, mobile handset makers, and mobile service providers who will be offering the product under their own brands, said Anand Ramamoorthy, Marvell’s country head of sales and marketing in India, on Thursday. He did not disclose the names of the partners.
Marvell announced in March last year a US$99 prototype for a multimedia tablet targeted at education.
The basic configuration in India is likely to be priced closer to 10,000 rupees ($216) because of the high import duties and the cost of distribution in the country, Ramamoorthy said. In emerging markets, there isn’t a model whereby hardware costs are subsidized by service contracts, he added.
India and China will be the first among emerging markets where the tablets will ship, with plans to also introduce the products in Latin America and Eastern Europe.
As emerging markets are price-sensitive, Marvell’s strategy is to position a low-cost configuration as a volume product.
In India, the company is expecting its partners to deliver for 10,000 rupees a 7-inch tablet with a capacitive LCD screen, that will be built around the Armada 168 processor at 800 MHz, and offer 720p video and Wi-Fi connectivity. It will run the Android operating system and other open source software, Ramamoorthy said.
The actual price in these markets will depend on partners and their business and margin models, Ramamoorthy said. Some partners may decide to offer high-end, more expensive devices as well, he added.
Marvell will have two primary manufacturers globally, including Foxconn. Partners selling the tablets will however be free to choose manufacturers from a pool of Marvell’s manufacturing partners, Ramamoorthy said.
Follow-up: Kinoma is now the marvellous software owned by Marvell [Feb 15]
Marvell’s current on-line press kit [Jan 9] contains the following documentation and images related to the Moby design:
– Mobylize Prototype – It’s Time to Mobylize for America’s Students! [Fast Facts, Jan 3]
– Marvell Showcases Moby Tablet and Extensive Line of Other Advanced Connected Devices for the Always-On Lifestyle at International CTIA Wireless 2010 [CTIA Press Release, March 23, 2010]
– Marvell Drives Education Revolution with $99 All-in-One Mobile Tablet Designed for the World’s Students [Press Release, March 18, 2010]

Marvell Moby White Vertical: students screen
In the latest Jan 3 Fast Facts (linked above) the following prototype features and technical specifications are given:
Moby Prototype Features
• Future-Proof Learning: Mobylize leverages the powerful and open Android OS platform to ensure an open and growing ecosystem of learning technologies
• Multi-Sensory Interaction: Mobylize’s touchscreen interface, as well as video and audio capabilities, creates a highly interactive and engaging learning experience.
• Always-On Technology: With 802.11 b/g wireless connectivity and web browsing with Adobe® Flash® Lite 3.1, students can learn seamlessly with online and offline technologies in today’s always-on environment.
• Multimedia Education: Integrated multi-media player, photo viewer, instant messaging and more drive learning potential exponentially beyond the classic textbook.
• Drives Green Classroom: Marvell technology provides high energy-efficiency that energizes hours of learning.TECHNICAL SPECIFICATIONS
• ARMADA 168 (1 GHz), WMMXTM multi-media acceleration engine
• 256MB DDR2 RAM
• Android OS
• 2D graphics engine, WMMX, QdeoTM intelligent color, remapping technology
• 10.1” TFT LCD display, 1024 x 600 resolution, Capacitive touch panel
• 4GB NAND flash, Micro-SD up to 16GB
• Two stereo speakers (1W each), built-in microphone
• USB 2.0 (x1 host, 1x device) • Micro SD card, MIC and Ear phone jack, 12V DC-in
• 802.11 b/g connectivity
• 2800mAh; 7.4 volts battery
Note however that in the press release of last March (also linked above in PDF form) the higher ARMADA™ 600 class processor has been indicated:
About Marvell Moby Tablet
Powered by high-performance, highly scalable, and low-power Marvell® ARMADA™ 600 series of application processors, the Moby tablet features gigahertz-class processor speed, 1080p full-HD encode and decode, intelligent power management, power-efficient Wi-Fi/Bluetooth/FM/GPS connectivity, high performance 3D graphics capability and support for multiple software standards including full Adobe Flash, Android™ and Windows Mobile. The ultra low power Moby tablet is designed for long-battery life.
as well as for the Moby MED reference design announced in another press release Marvell Drives ‘Telehealth” Revolution with Moby MED Always-On Medical Tablet [Apr 21, 2010]. Note that Moby MED devices are quite different since (as per the press release):
Healthcare-focused Tablets With Multiple Simultaneous Viewing Screens Including Video Conferencing and Live TV Allow Consumers to Manage Medical Records, Conduct Live Physician Consultations, View 3D Images and Sonograms, Collect Real-Time Data From Personal Monitoring Devices, Access Information From Online Sources, and More.
which is currently looking much more suitable for the developed markets.
The remark, that “Some partners may decide to offer high-end, more expensive devices as well” could — however — point to the fact that even for the education market Marvell partners could use a higher end tablet offering as well, at least as an alternative. This could also explain why a Moby2 prototype design is already existing as evidenced by the image gallery shown above.
On CES 2011 the ARMADA 168 based Moby prototype has also been called Marvell 100 series tablet [Jan 6, 2011].
[CES 2011] Marvell’s foray into the tablet market sees this rather cute and well designed model, the 100 series. Unlike other tablets that are in the market, this one comes with Android 2.2 (instead of 2.1), while sporting a rather young, all-white design with all the lines in the right places. A microSD memory card slot is there for expansion purposes, and you won’t get multi-touch support on the 10” display which is a bummer, so forget about zooming in or out in Angry Birds. There is 1GB of internal memory inside, while Wi-Fi connectivity is supported although 3G will not be present when it hits the market sometime this year for $199 a pop [with $99 manufacturing cost — see in the below video]. Of course, as with Marvell’s OLPC project, the 100 series will target the educational environment more. It is pretty heavy, but it won’t weigh a ton like most textbooks. Looks hardy enough to stand up to the rigors of restless kids, too! Interestingly enough, being an Android-powered device, it has more than the usual 4 buttons of Home, Menu, Back and Search, but will include the “Up” and “Down” buttons, too.
while the more performant one which is based on ARMADA 600 is also called 600 series accordingly. More information:
– Marvell 600 series tablet has interesting implications [6 Jan]
– Marvell 600 Tablet Series Graphics Performance Demo at CES 2011 [Jan 24]
– and the video Mobylize Tablet on ABC News: Good to Know [Jan 10, 2011]
Note while watching the video that the LCD screen used in the tablet has wide viewing angle.
The title of the above is mentioning “Mobylize” instead of “Moby”. This is a typical confusion. The truth is that Mobylize is:
a campaign aimed at improving technology adoption in America’s classrooms
which was announced with the One Laptop per Child and Marvell Join Forces to Redefine Tablet Computing for Students Around the World [May 27, 2010] by which:
Marvell and OLPC Empower Education Industry to Revolutionize the Classroom Experience through Advanced, Affordably-Priced Tablets
and which was extensively discussed in my post Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010].
The campaign (http://www.mobylize.org/) has a Tablet Demos page which absolutely clarifies the education tablet offering as:
7″ Tablet with a 7″ TFT LCD display of 800 x 480 resolution, Bluetooth 2.1 and with form, size and weight as shown below:
10″ Tablet with a 10.1″ TFT LCD display of 1024 x 600 resolution and with form, size and weight as shown below:
with the rest of the specifications the same, i.e.
– Processor: ARMADA 168 (1 GHz), WMMX™ multi-media acceleration engine
– Memory: 256MB DDR2 RAM
– OS: Android
– Graphics/Video: 2D graphics engine, Various format video decode up to 720p through S/W, Qdeo™ intelligent color remapping technology
– Display: with resistive touch panel
– Storage: 4GB NAND flash, Micro-SD up to 16GB
– Audio: Built-in microphone, Two stereo speakers
– Sensors: Accelerometer [s ?for 10″ one?]
– Ports: USB 2.0 (x1 host, 1x device), 2-in-1 card reader, MIC and Ear phone jack, 12V DC-in
– Connectivity: 802.11 b/g
– Battery: 2200mAh; ~8 hour use
– Example Features: Complete web browsing experience with Adobe® Flash® Lite 3.1, Multi-media player, Photo viewer, Instant messaging
Currently the Mobylize Development Kit with the 10″ version is available for pre-order from Aluratek for $299. Till Feb 28 there is CES Promotion with 20% off. It is shipping April 15th. Aluratek will introduce a similar 10″ product of its own in February, called Cinepad, which is ensuring Moby tablets availability in the US as well:
– CES 2011: Aluratek Announces Libre Air eBook Reader with Wi-Fi and
New Cinepad Android Tablet [Jan 6]
– Aluratek Cinepad & Libre Coming In April [VIDEO] [Jan 13]
– CES 2011 – Aluratek Cinepad [Jan 10]
– The Year of the Tablet [Jan 18]
Within Mobilize there was also an app competition (see: Marvell to Fund Next Generation Education Apps [Sept 27, 2010]) with recent results as per Marvell Announces Winners of Its ‘$100K Challenge’ Tablet App Competition [Jan 6]:
The winner of the $50,000 top prize is the application Battleship Numberline, a multitouch educational game that helps strengthen math skills. “Improving your ability to estimate along a number line correlates with math performance all the way up to 6th grade,” said lead developer Derek Lomas, a 29-year-old Ph.D. student at the Human-Computer Interaction Institute at Carnegie Mellon University. “Marvell is doing great things for the future of education by seeding a development community for educational apps.”
The winner of the second-place prize of $30,000 is the application Imagine Mathematics, which illuminates math disciplines like algebra, trigonometry and calculus by taking students behind the scenes and showing them how these disciplines are used in the creation of animated movies from studios like Disney and Pixar. The creator of the app is 36-year-old Seth Piezas, a former technical director at Pixar Animation Studios who now runs his own interactive agency, Colabi.
“I want high school students to see the practical applications of math and the cool things they can create,” said Piezas. “The tablet computer really is an amazing platform for the classroom. I just wish I had something like it when I was a kid.”
The third-place prize of $20,000 goes to Homework Management System, an application that allows students to create quiz questions based on what they have learned in the classroom, which teachers then can distribute to other students for quiz-show style gaming or for homework assignments.
More information:
Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 with updates up to Jan 17, 2011] with all SoC product information including background
Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010]
Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]
Analysts about the BRIC market potential
In recent Forrester report (see the Forrester: Global Tech Economy Will Substantially Outgrow The Overall GDP In 2011 [Feb 2] press release copy since on the Forrester’ site it is not more available) the #1 prediction is that:
The Tech economy will substantially outgrow the overall GDP.
with the following details:
The global technology industry is in a multiyear up-cycle of industry innovation and growth, during which tech investment grows faster than overall economic growth. This cycle, which is already under way in the US and other developed countries, is based on adoption of a new generation of Smart Computing and Cloud Computing technologies. We expect this cycle to ensure 7.5% growth in US IT purchases, and 7.1% growth globally (measured in USD), despite economic worries in Europe, uncertainties about the strength of economic recovery in the US, and the potential for slowing growth in China.
… in 2011, Brazil, Russia (sort of), India, and China (BRIC) will see some of the fastest (11%) growth in IT purchases in 2011, with other emerging markets such as South Africa, Saudi Arabia, Indonesia, Chile, and Mexico seeing similarly strong growth.
The 2011 Accenture Consumer Electronics Products and Services Usage Report which came out under the title “Finding Growth: The Emergence of a New Consumer Computing Paradigm” [Jan 3] has some very significant survey results regarding the BRIC market (in text empasis is mine):
[p. 4, Executive Summary part] A widening enthusiasm gap
The urban consumers in Brazil, Russia, India and China (the BRIC markets) have leapfrogged the average mature market consumer in their use of technology. They have a much greater appetite for consumer technology from many measures, including the devices they own, their purchase plans and their use of applications. Counter to common misperceptions, a large segment of BRIC consumers are more interested in the newest and most innovative technologies than in the lower price point technologies with less functionality. BRIC market consumers have a higher rate of adoption of the newest technologies and a greater willingness to pay premiums for features and enhancements. For instance, a full 84 percent of Indian respondents say they will pay a premium for enhanced smartphone capabilities. That translates into roughly 148 million consumers.
In the BRIC markets, in particular, prospects are bullish for spending on consumer electronics in 2011. This is especially true in China, where this year’s purchasing plans for technologies such as smartphones and high-definition TVs are staggering. Assuming China has an estimated 167 million urban households and an estimated urban population of 434 million people in the consuming age, 38 million high-definition TVs and 63 million smartphones will be purchased there in 2011.
In contrast, mature markets are more conservative and price sensitive. Consumers in the US, Japan, Germany and France have less ambitious plans to purchase new devices in 2011, use fewer applications overall, and are far less willing to pay premiums for new features and enhancements. And, while consumers 55 years or older in mature markets tend to have higher disposable income (and therefore greater ability to spend on technology), they more often wish to spend as little as possible to keep up on the technology adoption curve. In contrast, younger consumers in BRIC markets demonstrate a huge appetite for electronics, but like millennials around the globe, they are often harder to please, less loyal and have less disposable income to spend.
…
A new consumer technology paradigm
…
Another benchmark of the new technology paradigm is that as new technologies emerge, consumers are increasingly quick to stop using particular devices if they feel they have the same functionality in another device that performs the same function better—especially in BRIC markets. Twelve percent of consumers surveyed in the BRIC markets stopped using mobile phones in 2010 because they had another device with the same functionality. This compares with only five percent of consumers in mature markets who jettisoned their mobile phones. And, in both mature and emerging markets, younger people appear to be far more willing to let go of duplicative devices.
…
[p. 5] In summary, in the fast-changing consumer electronics industry, exploiting big growth opportunities is becoming increasingly difficult. Our research helps consumer tech companies with this challenge by offering information on the hottest current and emerging geographic, product and application markets for consumer technology. For instance, the highest spending in 2011 (and we believe for years to come) is projected to be in urban and semiurban BRIC markets. Demand for mobile applications such as banking continues on a strong growth trajectory. And new technologies (such as tablet PCs and e-book readers) and next-generation technologies (such as smartphones, 3-D and Internet-capable TVs) are projecting substantial growth.
…
[p. 13] Interestingly, one-quarter of respondents globally don’t plan to purchase any consumer technologies in 2011. More than one-third (37 percent) of those 55 and older don’t plan any purchases, compared with only 15 percent of those between 18 and 24 years of age. And a stark contrast in purchasing plans exists between mature and BRIC markets: 40 percent of respondents in mature markets don’t plan to purchase any consumer electronics in 2011, compared with only 9 percent of those in the BRIC markets.
…
[p. 16] Our study shows that BRIC markets have far greater enthusiasm for technologies and appetite for purchasing them than non-BRIC countries, especially the latest devices such as tablet PCs. One could infer that the lower use of computers in BRIC countries is an indication that these consumers are finding alternate devices to do those activities formerly done on the computer—and may, in fact, have simply leapfrogged the step of owning a computer that those in mature markets had to take because at the time there were no other options.
…
[p. 24] When reviewing information on “heavy users” of activities—those who do the activity at least five hours per week—interesting patterns emerge. For instance, among millennials in the BRIC markets who are heavy watchers of shows and videos, a larger share (44 percent) watch them on a PC or laptop than on a television (chosen by 30 percent).
… Of those who don’t own an e-book reader, more than half said that it is because they prefer paper books. But 20 percent said they preferred other electronic devices than an e-book reader
for reading books, such as a phone, PC or tablet PC. In emerging markets, the percentage of respondents who prefer other electronic media for e-book reading is much higher: 34 percent in BRIC markets versus 7 percent for mature-market countries.…
[p. 34] The tablet PC: The hot consumer electronic
The tablet PC is gaining market momentum. One need only look at the millions of sales of iPads and Galaxy Tab tablet computers since they were each launched in 2010 to know that this device is rapidly becoming popular among consumers.
According to Accenture’s research, 8 percent of consumers surveyed now own a tablet PC and about one-third of those individuals (3 percent total) purchased their tablet PC in 2010 (Figure 21). Eight percent of respondents globally plan to purchase a tablet PC in 2011—a purchase rate that would double tablet PC ownership globally in just one year.
BRIC market consumers are more enthusiastic purchasers of tablet PCs than are mature-market consumers. More than double the percentage of BRIC consumers currently own one, and double the consumers plan to buy one in 2011, than consumers in mature markets. But what is most astounding about tablet PC consumption is that nearly one-quarter of Chinese respondents (across ages within urban areas) currently own one. That is nearly three times the global average. The purchase rate in China was more than double the global average in 2010. And looking forward, China is potentially the strongest market for tablet PCs this year, with 18 percent of Chinese respondents planning to purchase one in 2011. If one does the math, tablet PC ownership would reach almost 40 percent of the urban adult population of China by 2012.
Although far behind China in consumption, India has the second-highest penetration of tablet PCs globally, with 10 percent of consumers owning one. Future growth for tablet PCs in India also looks strong: 10 percent of Indian respondents plan to purchase a tablet PC in 2011. Interestingly, Indian consumers seem less committed to the new technology than other countries. Five percent of those owning a tablet PC quit using it last year because they had the same functionality in another device (globally, the defection rate for tablet PCs was 2 percent).
Android 2.3 (Gingerbread) and 3.0 (Honeycomb)
All the speculations collected in my Beyond Android 2.1 [July 4] and Android 2.2 (Froyo) excitement is just the tip of the iceberg for the current Android momentum [July 9 – Sept 10] are now over as Android 2.3 (Gingerbread) was released on Dec 6. with the lead device (Samsung Nexus S) availability on Dec 16, as well as Android 3.0 (Honeycomb) shown by Andy Rubin on Dec 6. and the lead device rumored to be Motorola’s XOOM with as early availability as February 2011.
Follow-Up (Aug 2, 2011):
– Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011 with comprehensive update on Aug 2, 2011] which is showing serious technical and market problems with the original version of Honeycomb
– Tackling the Android tide [July 16, 2011]
Worth to read along with this: Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones [April 16, 2011]
Updates (Feb 4):
Motorola to sell Xoom tablet PC as early as February [Jan 31, 2011]:
Motorola is set to sell its 10.1-inch Android 3.0 tablet PC Xoom as early as February 2011 with the rest of its competitors to start launching their Android 3.0 models after March.
As Google is sending invitations to global media announcing the release date of Android 3.0, iPad-like products are expected to start showing up lead by Motorola.
Since the rest of the PC and smartphone vendors will still take a while to adjust their related settings to allow their machines to run Android 3.0 after it releases, Motorola is expected to have about a month head-start to fully push its Xoom sales.
High Tech Computer (HTC), RIM, Samsung Electronics and LG Electronics may need to wait until after March to release their tablet PCs, while PC players such as Acer, Asustek Computer, and Toshiba may even delay to after April or May. To maintain their market position, some vendors plan to launch a small volume of Android 2.3-based models, while some will launch Wintel-based models.
Updates (Jan 10):
Verizon Wireless and Motorola Mobility Announce Motorola XOOM™ Tablet on Nation’s Largest and Most Reliable 3G Network [Jan 5, 2011] (emphasis is mine):
Verizon Wireless and Motorola Mobility, Inc. (NYSE: MMI), today unveiled the innovative new tablet Motorola XOOM™ − the first device on Google’s new Android 3.0 Honeycomb operating system designed from the ground up for tablets. The Honeycomb user experience improves on Android favorites such as widgets, multi-tasking, browsing, notifications and customization and features the latest Google Mobile innovations. Boasting a dual core processor with each core running at 1 GHz, delivering up to two GHz of processing power, and 10.1-inch widescreen HD display, Motorola XOOM gives Verizon Wireless customers a new type of mobile computing experience on a stylishly thin device that is 4G LTE upgradeable.Motorola XOOM redefines the tablet device category by providing more ways to have fun, connect with friends and stay productive on the go. It allows consumers to experience HD content right on the device, supports 1080p HD video and HDMI output to display content on larger HD screens, and plays video and other rich web content seamlessly with Adobe® Flash® Player. Motorola XOOM features a front-facing 2-megapixel camera for video chats over Wi-Fi or 3G/4G LTE, as well as a rear-facing 5-megapixel camera that captures video in 720p HD. It delivers console-like gaming performance on its 1280×800 display, and features a built-in gyroscope, barometer, e-compass, accelerometer and adaptive lighting for new types of applications. It also features Google Maps 5.0 with 3D interaction and delivers access to over 3 million Google eBooks and thousands of apps from Android Market™.
…
The Motorola XOOM device will launch as a 3G/Wi-Fi-enabled device in Q1 2011 with an upgrade to 4G LTE in Q2.
A Sneak Peek of Android 3.0, Honeycomb [Jan 5, Posted by Andy Rubin, VP of Engineering] (emphasis is mine)
… today at the Consumer Electronic Show (CES) in Las Vegas, we previewed Android 3.0, Honeycomb.
Honeycomb is the next version of the Android platform, designed from the ground up for devices with larger screen sizes, particularly tablets. We’ve spent a lot of time refining the user experience in Honeycomb, and we’ve developed a brand new, truly virtual and holographic user interface. Many of Android’s existing features will really shine on Honeycomb: refined multi-tasking, elegant notifications, access to over 100,000 apps on Android Market, home screen customization with a new 3D experience and redesigned widgets that are richer and more interactive. We’ve also made some powerful upgrades to the web browser, including tabbed browsing, form auto-fill, syncing with your Google Chrome bookmarks, and incognito mode for private browsing.
Honeycomb also features the latest Google Mobile innovations including Google Maps 5 with 3D interactions and offline reliability, access to over 3 million Google eBooks, and Google Talk, which now allows you to video and voice chat with any other Google Talk enabled device (PC, tablet, etc).
Android Honeycomb 3.0 full-live demo! [Jan 6]
CES: Motorola Xoom wins Best of Show. Here’s why. [Jan 8] (emphasis is mine)
As the first exclusive product to feature Google’s tablet-specific Android 3.0 operating system, this award is also a big nod to Google’s work developing the Android Honeycomb operating system previewed in the video below. From what we’ve seen, the Android Honeycomb OS charts exciting new ground for tablets, bringing some dearly needed differentiation from the Android smartphone experience. As with previous versions of Android, Honeycomb will inevitably make its way onto other tablets, offering more choice for consumers and providing the industry a valuable resource. By CES 2012, Honeycomb will likely be the de facto standard for Android-based tablets.
In fact, we considered whether Honeycomb itself should be the nominee, but decided that the Xoom, as a vessel for the OS, was as worthy as its cargo. We believe the Xoom is the most potentially disruptive technology among the nominees; it’s a true competitor for the iPad and will be one of the first 4G-compatible tablets to hit the market.
Samsung Plans Dual-Core Phones, New Tablets in Feb. [Jan 7]
… the company still lacks a tablet running Android 3.0 as well as phones and tablets with dual-core processors, which we’re seeing from Motorola, LG and others.
“In February at MWC, we will unveil our next-generation tablet device portfolio in detail,” [the president of Samsung’s mobile business, JK] Shin said.
Samsung will have both 3G and 4G tablets in the future, and “we are in a position to supply 4G smartphones and tablets to all the carriers in the US,” he said.
New Windows Phone 7 devices, possibly with 4G LTE, may also be announced in February, Shin said.
“We will continue to keep the partnership with Microsoft,” he said.
Samsung’s Galaxy Android Tablet Is Going To Be Obsolete Very Soon [Jan 4]
When Google releases Android 3.0, a.k.a. “Honeycomb,” it’s going to be optimized for tablets, and it’s going to have strict hardware requirements, PC Mag reports.PC Mag spoke with Bobby Cha, managing director of Korean electronics company, Enspert. Cha says Honeycomb with require dual-core ARM Cortex-A9 chips.
In other words, it needs strong chips.
This means the current crop of Android tablets on the market, like the Galaxy Tab, won’t be able to upgrade their software to Android 3.0 when it’s available.
Note: Samsung Galaxy Tab Sales Pass 1 Million [Dec 3, 2010]: “In less than two months from launch”
High level Google manager dismisses rumors of minimum system specs for Android 3.0 Honeycomb [Jan 7]
T-Mobile G-Slate announced: 4G, Android 3.0, made by LG [Jan 5]
LG And T-Mobile Release Android 3.0 4G Tablet (video) [Jan 10]
Motorola expected to ship 700,000-800,000 Xoom tablet PCs in 1Q11 [Jan 10, 2011]
The sources also pointed out that Google’s Android 3.0 is most suitable for 7- to 10-inch tablet PCs and most notebook vendors were not able to receive priority support from Google. Currently, Motorola and Samsung are Google’s priority partners with LG Electronics and High Tech Computer (HTC) following behind, the sources noted.
Dell and T-Mobile USA Unveil Streak 7, Both Companies’ First 4G Tablet Offering the Ultimate Entertainment Experience [Jan 6] (emphasis is mine)
The Streak 7 features Google’s™ Android 2.2 operating system, a dual core 1GHz NVIDIA Tegra 2 processor and full support for Adobe® Flash® Player.
… The new Streak 7 will feature Dell’s innovative Stage user interface, which provides a seamless and unified experience for accessing all your favorite content. Later this year, Dell will add syncing to Stage so people can keep their photos, contacts, calendars and other personal content synchronized across their Dell Stage-equipped devices, from tablets to PCs, connected through their home network.
Acer’s New ICONIA Tab A500 to Support Gamers and Mobile Consumers on the Verizon Wireless 4G LTE Network [Jan 4]
Acer Iconia Tab A500 first hands-on! (update: video) [Jan 6]: “It’s just the same engineering prototype with an early build of Android 2.2 we’ve seen before — it’ll run Honeycomb at launch — but this time, we got to touch.“
Asus unveils three Android 3.0 tablets [Jan 5]
CES: Toshiba’s 10-inch Honeycomb tablet, hands-on [Jan 3]
Lenovo to put Google Android 3.0 on tablets [Jan 10]
Hannspree showcases three new Android tablets [Jan 10]
End of updates (Jan 10) — additional updates in the Part II.
So while Android 2.3 (Gingerbread) made the user experience issue solved for the Android smartphones, the Android 3.0 (Honeycomb) version will deliver a competitive user experience for the upcoming 2011 Android tablets. You can find the currently available information regarding all that below.
Part I. Android 2.3 (Gingerbread)
Introducing Nexus S with Gingerbread [Dec 6, 2010]
The very first Android phone hit the market in November 2008. Just over two years later, Android’s vision of openness has spurred the development of more than 100 different Android devices. Today, more than 200,000 Android devices are activated daily worldwide. The volume and variety of Android devices continues to surpass our wildest expectations—but we’re not slowing down.
Today, we’re pleased to introduce the latest version of the Android platform, Gingerbread, and unveil the next Android device from the Nexus line of mobile products—Nexus S. And for developers, the Gingerbread SDK/NDK is now available as well.
Nexus S is the lead device for the Gingerbread/Android 2.3 release; it’s the first Android device to ship with the new version of the Android platform. We co-developed this product with Samsung—ensuring tight integration of hardware and software to highlight the latest advancements of the Android platform. As part of the Nexus brand, Nexus S delivers what we call a “pure Google” experience: unlocked, unfiltered access to the best Google mobile services and the latest and greatest Android releases and updates.
Take a look at our backstory video for more on the vision behind this product and to understand why we think “a thousand heads are better than one”:
Nexus S is the first smartphone to feature a 4” Contour Display designed to fit comfortably in the palm of your hand and along the side of your face. It also features a 1GHz Hummingbird processor, front and rear facing cameras, 16GB of internal memory, and NFC (near field communication) hardware that lets you read information from NFC tags. NFC is a fast, versatile short-range wireless technology that can be embedded in all kinds of everyday objects like movie posters, stickers and t-shirts.
Gingerbread is the fastest version of Android yet, and it delivers a number of improvements, such as user interface refinements, NFC support, a new keyboard and text selection tool, Internet (VoIP/SIP) calling, improved copy/paste functionality and gyroscope sensor support.
…
After December 16, Nexus S can be purchased (unlocked or with a T-Mobile service plan) online and in-store from all Best Buy and Best Buy Mobile stores in the U.S. and after December 20 at Carphone Warehouse and Best Buy retailers in the U.K.
We’ll be open-sourcing Gingerbread in the coming weeks and look forward to new contributions from the Android ecosystem in the months ahead.
Andy Rubin, VP of Engineering
Android 2.3 Platform and Updated SDK Tools [Dec 6, 2010]
Today we’re announcing a new version of the Android platform — Android 2.3 (Gingerbread). It includes many new platform technologies and APIs to help developers create great apps. Some of the highlights include:
- Enhancements for game development: To improve overall responsiveness, we’ve added a new concurrent garbage collector and optimized the platform’s overall event handling. We’ve also given developers native access to more parts of the system by exposing a broad set of native APIs. From native code, applications can now access input and sensor events, EGL/OpenGL ES, OpenSL ES, and assets, as well a new framework for managing lifecycle and windows. For precise motion processing, developers can use several new sensor types, including gyroscope.Rich multimedia: To provide a great multimedia environment for games and other applications, we’ve added support for the new video formats VP8 and WebM, as well as support for AAC and AMR-wideband encoding. The platform also provides new audio effects such as reverb, equalization, headphone virtualization, and bass boost.New forms of communication: The platform now includes support for front-facing camera, SIP/VOIP, and Near Field Communications (NFC), to let developers include new capabilities in their applications.
For a complete overview of what’s new in the platform, see the Android 2.3 Platform Highlights:
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- New User Features
- UI refinements for simplicity and speed
- Faster, more intuitive text input
- One-touch word selection and copy/paste
- Improved power management
- Control over applications
- New ways of communicating, organizing
(Internet [voice] calling, Near-field communications, Downloads management, Camera)
- New Developer Features
- New Platform Technologies
- Media Framework
- Linux Kernel
- Networking
- Dalvik runtime (concurrent garbage collector, further JIT optimizations, improved code verification, StrictMode debugging, core libraries, updates from upstream projects)
- New User Features
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Alongside the new platform, we are releasing updates to the SDK Tools (r8), NDK, and ADT Plugin for Eclipse (8.0.0).
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Quickview
- Android runs on devices that have different screen sizes and resolutions.
- The screen on which your application is displayed can affect its user interface.
- The platform handles most of the work of adapting your app to the current screen.
- You can create screen-specific resources for precise control of your UI, if needed.
- Older applications run in a compatibility mode that provides best-effort rendering on the current screen.
- It’s important to follow the best practices described in this document and test your application in all supported screens.
Android is designed to run on a variety of devices that offer a range of screen sizes and resolutions. For applications, the platform provides a consistent environment across devices and handles much of the complexity of adapting an application’s UI to the screen on which it is being displayed. At the same time, the platform exposes APIs that give application developers precise control over their application’s UI when displayed on specific screen sizes and resolutions.
This document explains the screens-support features provided by the platform and how you use them in your application. By following the practices described here, you can easily create an application that displays properly on all supported device screens and that you can deploy to any device as a single
.apk.If you have already developed and published an application for Android 1.5 or earlier, you should read this document and consider how you may need to adapt your application for proper display on new devices that offer different screens and that are running Android 1.6 or later. In most cases, only minor adjustments are needed, however you should make sure to test your application on all supported screens.
Starting in Android 2.2, the platform includes support for extra high density screens (xhdpi), and starting in Android 2.3, the platform includes support for extra large screens (xlarge). If you’ve already followed the guidance in this document to support all other screen types, you should consider providing additional support for xhdpi and xlarge screens.
In particular, if you have an existing application that you would like to make available on small screens (such as QVGA) or for which you would like to provide better support for extra large screens, please see Strategies for Legacy Applications for more information about how to do that.
New Gingerbread API: StrictMode [Dec 12, 2010]
I joined the Android team full-time just over a year ago and spent a lot of time investigating Froyo performance issues, in particular debugging ANRs (those annoying dialogs you get when an application stalls its main thread’s Looper). Debugging ANRs with the tools at hand was painful and boring. There wasn’t enough instrumentation to find the causes, especially when multiple processes were involved (doing Binder or ContentResolver operations to Services or ContentProviders in other processes). There had to be a better way to track down latency hiccups and ANRs…
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StrictMode is a new API in Gingerbread which primarily lets you set a policy on a thread declaring what you’re not allowed to do on that thread, and what the penalty is if you violate the policy. Implementation-wise, this policy is simply a thread-local integer bitmask.
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Using the data from StrictMode we fixed hundreds of responsiveness bugs and animation glitches all across the board. We made performance optimizations in the Android core (e.g. system services and providers) so all apps on the system will benefit, as well as fixing up tons of app-specific issues (in both AOSP apps and Google apps). Even if you’re using Froyo today, the recent updates to GMail, Google Maps, and YouTube all benefited from StrictMode data collection gathered on Gingerbread devices.
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Googlers who switched from Froyo to Gingerbread without seeing all the baby steps between were shocked at how much more responsive the system became. Our friends on the Chrome team then recently added something similar. Of course, StrictMode can’t take all the credit. The new concurrent garbage collector in Gingerbread also greatly reduces latency hiccups.
Nexus S 
Nexus S is the next generation of Nexus devices, co-developed by Google and Samsung. The latest Android platform (Gingerbread), paired with a 1 GHz Hummingbird processor and 16GB of memory, makes Nexus S one of the fastest phones on the market. It comes pre-installed with the best of Google apps and enabled with new and popular features like true multi-tasking, Wi-Fi hotspot, Internet Calling, NFC support, and full web browsing. With this device, users will also be the first to receive software upgrades and new Google mobile apps as soon as they become available. For more details, visit http://www.google.com/nexus.
TechCrunch Review: Google Nexus S [Dec 6]
Unlike the Nexus One, the phone was not built from scratch – the starting point was the Samsung Galaxy S, released earlier this year. And Google will not be selling this phone directly to consumers. They say that experiment is over, and this phone will be available initially at Best Buy in the U.S. (on T-Mobile) and Carphone Warehouse in the U.K. Google says the phone is currently expected to be available starting December 16, although pre-orders might be taken earlier.
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The bottom line is this. If you are an iPhone user this isn’t going to make you switch. If you’re an Android user you will want this phone more than any other. If you’re currently neither, we recommend that you go with the Nexus S. It is better than the iPhone in most ways. What you lose with the slightly less impressive screen and iOS’s slightly slicker user experience you will more than make up for with the Nexus S’s ability to actually make phone calls that don’t drop and Google’s exceptional Navigation and voice input applications. The fact that the phone is unlocked and can be used abroad with other carriers is also a very big plus.
Hands On With Largest Android Phone Ever: A 42-Inch Nexus S [Dec 23, 2010, video included]
Last night, Google employees installed a giant Nexus S in the San Carlos Best Buy, sporting a 42 inch touchscreen, a working camera, and internet connectivity. Yes, unlike the giant Nexus Ones that Google produced last year, which just played a looping video of the UI, this giant Nexus S actually works. And it’s actually being powered by a real (smaller) Nexus S that’s been equipped with special video-out capabilities.
Part II. Android 3.0 (Honeycomb)
Motorola Android tablet prototype makes a cameo at D: Dive Into Mobile running Honeycomb [Dec 6, 2010]
Google’s Andy Rubin brought more than just a Nexus S in his bag of goodies tonight. On stage at D: Dive Into Mobile, the man has brought with him a prototype Android tablet from Motorola. It’s got video chat, an NVIDIA processor, a “dual core 3D processor,” and… oh yeah, it runs Honeycomb, not Gingerbread. Little else is known — Rubin immediately turned his attention to a new release of Google Maps — but we wouldn’t be surprised if we were looking at Stingray, a tablet rumored for a launch on Verizon shortly.
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Prototype Motorola Android tablet, running a dual core Nvidia chip and Honeycomb, the next iteration of Android.
DROID XOOM will be Motorola’s Honeycomb Tablet, Won’t be 4G LTE [Dec 29, 2010]
How does the Motorola DROID XOOM sound? According to our sources, that’s exactly what we can expect Motorola’s Honeycomb tablet to be called when it’s announced next week at CES. We’ve seen the word “XOOM” through a batch of global trademarks, but we have confirmation that this will indeed be the name, it will definitely be running Honeycomb and for now, won’t be 4G LTE.
Update:
– Upstream supply chain facing challenge from strong tablet PC orders [Jan 10, 2011]
Upstream component makers, facing tablet PC players placing strong orders, expect their sales performance to benefit significantly; however they also pointed out that the orders will give them strong pressure over supply management.
In addition to Apple’s iPad, RIM’s PlayBook and Motorola’s Xoom as well as High Tech Computer’s (HTC’s) new tablet PCs are all set to appear in the channel in the first half of 2011 and the total tablet PC shipment may go even higher after notebook vendors start joining the market.
Despite many tablet PC brands are placing strong orders, their actual sales in retail channels are a concern among upstream players since these tablet PCs may not be able to see as strong demand as Apple’s iPad.
And if the demand is strong, since most of the upstream component makers already have existed orders to supply, the extra orders may also affect makers’ capacity schedule.
In addition, production yield rate and capacity allocation will also be issues that the makers will need to face.
As a result, upstream component makers are facing a dilemma since they do not dare to expand their capacity recklessly due to uncertainty about tablet PC’s future demand, but if the market takes off, they will face issues with capacity which could seriously damage clients.
– Motorola expected to ship 700,000-800,000 Xoom tablet PCs in 1Q11 [Jan 10, 2011]
Motorola, with assistance from Google, has showcased its new Android 3.0-based Xoom tablet PC and has placed orders for about 700,000-800,000 units with four color options for the first quarter of 2011, according to sources from upstream component makers. The sources expect the orders to go up as high as one million units in the quarter.
In addition to Taiwan-based notebook chassis makers such as Catcher Technology and Foxconn Technology, handset chassis makers including Taiwan Chi Cheng (CCC) and Silitech Technology are also expected to benefit from the tablet PC chassis business opportunity, the sources noted.
The sources also pointed out that Google’s Android 3.0 is most suitable for 7- to 10-inch tablet PCs and most notebook vendors were not able to receive priority support from Google. Currently, Motorola and Samsung are Google’s priority partners with LG Electronics and High Tech Computer (HTC) following behind, the sources noted.
The Xoom tablet PC adopts a 10.1-inch touch panel with a resolution of 1280 by 800, Nvidia’s Tegra 2 processor and has HDMI and USB ports. The device also features a 5-megapixel camera and an LED flash light.
Report, LG Bringing Android Honeycomb Optimus Pad Tablet To CES 2011 [Dec 29, 2010]
This Optimus Pad tablet from LG according to this source will run on Android Honeycomb OS. The new report meshes with a report we posted about back in November –when an LG official spilled some details to a Korean news outlet– that stated the upcoming 8.9-inch LG tablet would be powered by the Nvidia Tegra 2 dual-core chip.
Android Honeycomb Music Player: Full Guide (Early Leak) [Dec 30, 2010]
SO, there’s an Unofficial / Leaked version of the new Honeycomb music player from Android floating around out there, right? Well, we had quite a time getting this little APK to work once we got it, and we bet we weren’t the only ones. Therefor, we’ve whipped up for you this little guide and points post so that you might get the sweet updated music action working on your Android device with as little or no hassle as possible.
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Nokia name-checked as Android Honeycomb tablet producer [Dec 29, 2010]
A casual name-drop in a report on Android 3.0 Honeycomb tablets has led to suggestions that Nokia is working with Google on an Android device. DigiTimes claims Google has been giving priority to brand-name handset manufacturers with support for the tablet-centric Honeycomb release, bypassing notebook makers in the process, but Nokia is in among the list of “smartphone players” supposedly working with the search giant.
It’s most likely an oversight by DigiTimes’ writers, but the remaining players on the list – Motorola, Samsung, LG and HTC – are all companies we’ve heard Android tablet rumors about in the past. A similar casual mention pre-holidays tipped Honeycomb for a March 2011 release; now the site is claiming some smartphone manufacturers could have slates running the platform out as early as the latter half of February next year.
Nokia Android Honeycomb tablet is latest odd OS rumor [Dec 29, 2010]
Android Honeycomb due for March 2011 release tip insiders [Dec 23, 2010]
Google has been coy on when exactly Android Honeycomb – the tablet-customized version of the open-source OS – will be launched, but Taipei sources may have scooped their announcement. According to DigiTimes, MSI is preparing to sell a Tegra 2 based tablet in April or May “after Google releases Android 3.0 in March.”
Now, DigiTimes has a patchy track record for accuracy, and we’re not sure if Honeycomb is going to be Android 2.4 or Android 3.0 – since Google is yet to confirm version numbers – but it certainly fits in with some previous rumors that suggested a broader February/March release window.
Android Honeycomb Is Indeed Version 2.4, Say Server Logs (Update) [Dec 29, 2010]
So we happened to be looking through some of our analytics logs today, and for the first time ever, we saw a very curious thing: a single device performed a single visit on Sunday and reported its operating system as Android 2.4. This would not be the first time we’d heard that Honeycomb, the confirmed codename for the post-Gingerbread version of the platform, referred to version number 2.4, and not 3.0, as has been widely expected up to this point — Android and Me first reported this possibility on December 15th, citing a developer working on third party software for “different versions of Android.”
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Update: After seeing our post, Android Police checked its own logs, which turned up 15 visits from several 2.4 devices over a six day period — and none from devices reporting themselves as 3.x.
Notebook vendors seeing R&D delays for Android 3.0 tablets [Dec 29, 2010]
… Google is currently giving priority for Android 3.0 support mainly to smartphone players such as Motorola, Samsung Electronics, LG Electronics, High Tech Computer (HTC) and Nokia, leaving notebook vendors facing delays in their R&D schedules.
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Sources believe Google’s strategy will cause notebook vendors to launch their tablet PCs later than smartphone players, while some players even believe that the tablet PC market will not be fully dominated by notebook vendors who will also face competition from smartphone players.
Smartphone players are expected to launch their Android 3.0 tablet PCs as early as the second half of February 2011, while notebook vendors will need to wait until the end of March to be able to have products on the market, the sources noted.
Although most of the notebook vendors are already set to launch Wintel- or Android 2.2-based models, most of their shipment volumes are still limited as the vendors are pessimistic about these models and believe Android 3.0 will be the shipments driver.
Update: Google giving priority to cooperate with Motorola, Samsung and HTC on Android 3.0 tablet PCs [Jan 7, 2011]
Google has apparently given priority to Motorola, Samsung Electronics and HTC for cooperation to develop tablet PCs that will run on Android 3.0 Honeycomb, according to industry sources.
Motorola has unveiled its Xoom tablet PC running on Android 3.0 at CES 2011, while Samsung is able to manufacture a number of key components for tablet PCs, the sources noted.
On the other hand, Taiwan-based ODM notebook makers are not strong in software development and also cannot control the supply of some key components for tablet PCs, making them unable to compete with handset makers to win support from Google, the source pointed out.
Compal Electronics reportedly tried in vain to cooperate with Google to develop tablet PCs in 2010 as Google has given priority to handset vendors, the sources added.
Handset vendors prefer notebook to handset makers for outsourcing tablet PCs, say Taiwan handset makers [Dec 29, 2010]
With handset vendors stepping into tablet PCs, priority is being given to notebook ODMs rather than handset makers for outsourced production, according to Taiwan-based handset makers.
RIM, Motorola and HTC have selected notebook ODMs Quanta Computer, Compal Electronics and Pegatron Technology, respectively, to produce their own-brand tablet PCs, the sources pointed out. Hewlett-Packard may choose Inventec to make its WebOS tablet PCs, the sources added.
Tablet PCs are actually more similar to smartphones than to notebooks in processor architecture, operating system, power consumption, user interface, communication functions and portability, the sources indicated. However, handset vendors mostly develop tablet PCs in-house and therefore care about the efficiency and cost of assembly, and in this respect notebook makers have the advantage because tablets are closer to notebooks than to smartphones in size, the sources analyzed.
Samsung, LG to enhance presence in global smartphone market in 2011, say Taiwan makers [Dec 28, 2010]
Samsung Electronics and LG Electronics have gained footholds in the global market of smartphones in 2010 with Galaxy S and Optimus One respectively, and will launch many smartphone models to strengthen their market status in high-end and entry-level as well as mid-range to entry-level segments respectively, according to Taiwan-based handset makers.
Samsung and LG emphasize the importance of touch panels for smartphones and both have the advantage of in-house panel technologies and production capacities, the sources indicated. Samsung will capitalize on its Super AMOLED (active matrix OLED) technology, while LG will adopt LTPS (low-temperature poly-silicon) panels in the first half of 2011 and then AMOLED panels in the second half, the sources noted.
Focusing on high-end and entry-level segments in 2011, Samsung will launch Android smartphone models throughout the year and Windows Phone 7 (WP7) models additionally in the second half, the sources pointed out. Samsung is expected to intensify competition with Motorola and Taiwan-based HTC in high-end smartphone models, especially in North American market, the sources indicated.
LG will launch 30 smartphone models priced at US$150-400, using either Android or WP7, in 2011, bringing significant competitive pressure on China-based vendors including Huawei Device and ZTE, the sources pointed out.
MID market grows 72% in 2010, says The Information Network [Dec 29, 2010]
Strong growth in smartphones and the huge success of the iPad spurred record growth in mobile Internet devices (MID) for 2010, according to research firm The Information Network.
“The MID market grew 72% in 2010 to 314 million units,” noted Robert Castellano, president of The Information Network. “By way of comparison, 2009 registered only a 20% gain.”
Growth was helped by a 90% gain in e-book reader shipments, a 60% gain in smartphones, and nearly 20 million iPads sold. For 2011, unit shipments of MID devices will moderate to a 44% growth.
ARM owns the MID space. It owns 95% of the mobile phone market and 85% of the smartphone market by unit shipments. ARM processors are being manufactured in the best semiconductor facilities. Companies that are currently or formerly ARM licensees include Alcatel, Atmel, Broadcom, Cirrus Logic, Digital Equipment Corporation, Freescale, Intel (through DEC), LG Group, Marvell Technology Group, NEC, NVIDIA, NXP (previously Philips), Oki, Qualcomm, Samsung, Sharp, ST Microelectronics, Symbios Logic, Texas Instruments, VLSI Technology, Yamaha and ZiiLABS, and TSMC.
Windows 7 slates with a personal cloud based layered interface for touch-first HTML5 applications on the CES 2011
Microsoft to Announce New Slates Aimed at the iPad [Dec 13]:
Steve Ballmer, Microsoft’s chief executive, is expected to announce a number of these devices when he takes the stage at C.E.S., showcasing devices built by Samsung and Dell, among a number of other manufacturing partners.
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The Samsung device is described as “similar in size and shape to the Apple iPad, although it is not as thin. It also includes a unique and slick keyboard that slides out from below for easy typing.”
The people familiar with this device said it would run the Windows 7 operating system [user interface] when in landscape mode, but will also have a layered interface that will appear when the keyboard is hidden and the device is held in a portrait mode.
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… the company was encouraging partners to build applications for these devices that use HTML5, the Web programming language. … the applications would not be sold in an app store, as with the Apple iTunes model, but Microsoft will encourage software partners to host the applications on their own Web sites, which will then be highlighted in a search interface on the slate computers.
Update: While the above Samsung device was indeed introduced at CES 2011, under the name of Sliding PC 7 Series and even in a very prominent position in the Microsoft keynote, the layered interface wasn’t. See my post Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7, 2011]. Regarding the rumored layered interface I wrote the following in the notes section of that article:
… the fact that HTML5 related announcements (as was anticipated in my previous post of Windows 7 slates with a personal cloud based layered interface for touch-first HTML5 applications on the CES 2011 [Dec 14, 2010] post) were postponed has even much bigger significance. Whatever will come regarding that upto the MIX 2011 of April 12-14 will be equally important to clarify the rest of the new strategic Microsoft picture. Particularly I am expecting that Silverlight technologies will nicely join the already known IE9/HTML5 push in a new platform technology setup.
The Dec 13 report from The New York Times indicated in the beginning has been widely quoted and analyzed over the web. Some of the most notable ones:
Microsoft to demo new slate PCs, Windows 8 tablet functionality at CES? [Dec 13]
Microsoft to show off true iPad competitors at CES? [Dec 13]
Microsoft iPad challengers surfacing in January [Dec 13]
Curious timing: Goldman Sachs issues another report saying the iPad and tablets are hammering Microsoft, then anonymous sources tell the New York Times that Windows 7 tablets are part of Steve Ballmer’s CES keynote.
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An appearance at CES doesn’t mean the devices will go on sale in January. The show is really for retailers to see products that they’ll carry later in 2011.
Microsoft will show off new Windows 7 Slates at CES, no Windows 8 [Dec 14]
The New York Times suggests that Ballmer may show off a Windows 8 based Slate but WinRumors understands this is not the case. The software maker may show off a future Tablet/Slate concept device but will not refer to Windows 8 specifically. Microsoft is currently in the planning and preperation stage for Windows 8 and is compiling early milestone builds for product functionality.
Regarding Windows 8 there is a couple of days earlier report New Windows 8 user interface codenamed ‘Wind’? [Dec 8]:
Windows 8 will have two separate interfaces according to recent rumors.
Italian based windows8italia reports that Microsoft’s next-generation Windows operating system will be 32-bit and 64-bit with two separate interfaces. Windows8italia says that the main interface will be codenamed “Wind” and will initially only be supported by high-end notebook and desktop PCs with dedicated video cards. The site claims the interface will require around 170MB of video memory. “Wind” will only activate on 64-bit copies of Windows 8 and will be fully 3D.
The site goes on to explain that Wind will be “fully dynamic” and able to adapt to user habits. Icons and shortcuts will adapt to different usage scenarios to speed up daily tasks. Windows 8 is also rumored to include a new fast hibernation system. The system will hibernate in around three to six seconds and save all open documents and running tasks.
My earlier trendtracking has shown the following:
Windows slates in the coming months? Not much seen yet [July 13 – Oct 9] with the last relevant update stating:
Mr. Ballmer is now (Oct) talking consistently about “next year”: How Steve Ballmer told me what to do with my iPad! [Oct 6].
At the same time on my another website there is a very important in this regard Windows 7 UI overlays from Microsoft and elsewhere [Aug 28] article:
Microsoft Surfboard
This is a prototype application shown in the Brad Brooks demo part during Steve Ballmer’s session at the Microsoft Financial Analyst Meeting 2010. This part is called “Chapter 11 – Windows 7 + Personal Cloud” and it is 18:27 long. The related section is close to the end, and the story told to us is the following (the emphasis is mine):
Now I want to show you something we think is going to be very compelling around consuming content across your personal cloud and with a device or form factor like … a slate. So, here I’ve got another slate form factor and again running Windows 7 and I’m going to pop open an application here that we’ve been, this is a prototype application we’ve been working with at Microsoft and using to help train our ecosystem about how to create touch-first application on Windows 7. And so this particular application is what we call internally Surfboard. I’m going to go ahead and open up the music session, and remember that song that I downloaded off Bing? Well now, if I go to Z, it actually shows up here, because it is on a connected PC across my personal cloud and this PC can now see this and use it across the personal cloud.
So, this Onkyo device that I had in my home, well, I can go ahead now and take this content off my personal cloud and I can move it right up to that Onkyo device and because that Onkyo device is connected through into my personal cloud with Windows 7, I can now take and take that music and play it across my PC through this Windows ‑‑ from Windows 7 PC into this device. But, I can take it much farther.
So, why don’t I go ahead and go into videos here. And go ahead and say that my wife ‑‑ we’re planning a Hawaiian vacation later on this year. I want to go ahead and get her excited about that. I’ll take this Hawaiian surf video and I’ll play it off to the Xbox over in the den. So, again, through one PC interface I can start controlling that experience in a different part of the house through wireless network and my personal cloud. Now, let’s say my wife wants to go ahead and set the kids up in the den and she wants to move to the main TV, I can take that right off the Xbox and move it right over to the main TV that’s connected up to my Western Digital box. And I want to take the kids and take children’s program that I recorded on that media center PC over there, and I want to take it off and I want to push it over to the Xbox in the den, so they can start watching it there.
Meanwhile, Ryan went and sent me a video of what he is doing over the weekend, which is being mascot for the Seattle Seahawks. I can pull that to the Media Center PC. So, now there you have it is I’ve now got this portable remote control device that is my slate PC that is now collected across my personal cloud. This is really going to change how people think about experiences and what they are doing with a Windows 7 PC, plus a personal cloud.
So what Microsoft is developing is not a UI overlay on top of a single slate device, like what we have with Apple iPad, but over an entirely different concept they are calling “personal cloud”, of which the Windows 7 slate is just one part. In the very beginning of his presentation Brad Books is describing the concept as follows (the emphasis is again mine):
Speaking of cloud and Windows, we have a unique point of view on the cloud for consumers, and we call it the PC. Only in this case we call it the personal cloud. And the personal cloud, well, it’s going to connect all the things that are important to you and make them available and ready for you to use wherever you’re at, whenever you need it. That’s going to be our promise to consumers. And it’s going to be centered around you, because we don’t believe around here that one size fits all. We believe in choice and we believe that you’ve got to bring that together in a lot of different ways for customers.
But the personal cloud … is going to do a lot more than just connect your Windows 7 PCs together. It’s going to connect you to your entertainment choices and bring new content into your personal cloud. It’s going to connect you to the people that matter to you most. And of course it is going to connect to different devices that you want it to connect to, like devices in the homes or ones you might carry in your pocket. And we are going to take this already super popular Windows 7 PC experience and make it even more compelling for consumers and deliver it on a scale that Microsoft can deliver it on. So starting this fall, the things I’m about to show you, this personal cloud delivered through a Windows Live update that will be coming, will be available to every existing Windows 7 PC user and every Windows Phone 7 user. And by Q3 a vast majority of all PCs that ship to consumers will have this pre-installed so people will have this personal cloud experience as part of their Windows 7 experience right out of the box, and of course that will come with every Windows Phone 7 as well.
Meantime the service part of that personal cloud was introduced, see my WHAT? … Windows Live Spaces SaaS moving to WordPress.com SaaS? … It is part of a NEW strategy with Windows Live Essentials 2011 released now! [Oct 2] post regarding that. We also have the Office add-on to that, see my Microsoft Office 365 SaaS (now in limited Beta) [Oct 20] post regarding that. Also these are essential parts of well thought-out overall strategy, so called “three screens and a cloud”, see my Microsoft (Ray Ozzie, Steve Ballmer) on the cloud clients [Oct 9] post.
So what Microsoft could indeed introduce as an overlay software on Windows 7 slates when they are operated without a keyboard is a personal cloud based new interface optimized for touch (over the traditional Windows 7 interface). This is only which still missing.
Regarding the HTML5 rumor there is also nothing essentially new since it could have been noted earlier as per my existing posts on this website:
Microsoft going multiplatform? [Sept 17]
Microsoft to lead standards compliance and implementation? … or how Microsoft is aiming to create a radically new Windows client platform via a set of “whole computer capable rich web” standards. [Sept 20]
Split strategy for HTML 5 and Windows only enhanced development from Microsoft [Dec 3]
And regarding the dependency of Windows slates on Intel SoC advancements there were clear posts here as well:
Intel SoC for Cloud Clients [June 27]
Windows 7 tablets/slates with Oak Trail Atom SoC in December [Nov 1]
Intel Oak Trail to beat ARM with MeeGo specific prices [Nov 25]
Intel’s industry position and prospects for years ahead [Dec 9]
So by CES 2011 time (January 6-9, 20011) everything will be ready to launch a truely competitive Windows 7 slate strategy. And one look at the program shows that Microsoft will quite probably be THE major keynoter with (emphasis is mine):
Steve Ballmer will kick off the 2011 International CES with a preshow keynote address at 6:30 p.m. on Wednesday, January 5, in the Las Vegas Hilton Center. In previous years, Microsoft has used the CES keynote stage to launch major products including Xbox, Windows Vista and its Sync technology partnership with Ford.
(Note: a year ago, as always, Ballmer was also a preshow keynoter. Let’s hope this time his keynote will indeed have a major industry impact since tooo many people are using Microsoft legacy client solutions which indeed urgently need a strategic update for the fast emerging cloud clients environment.)
Intel’s industry position and prospects for years ahead
Follow-up: Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [April 17, 2011]
Update: Intel executive quits as smartphone biz falters [March 21, 2011]: (emphasis is mine)
The Intel executive who led Intel’s so-far-unsuccessful push into smartphones and tablets quit as that business comes under unrelenting competitive pressure from companies like Apple, Qualcomm, and Nvidia.
Anand Chandrasekher, who had been senior vice president and general manager of Intel’s Ultra Mobility Group, announced today that he will be leaving Intel to “pursue other interests”.
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Chandrasekher had become somewhat infamous for making regular appearances at Intel conferences over the last few years and invariably waving a prototype smartphone or handheld device for the cameras, then promising that an Intel-based smartphone was on the way. But none ever materialized.
“The industry has gone right past them,” said Ashok Kumar, an analyst at Rodman & Renshaw. “They’re just another player [in the smartphone and tablet markets]. There’s no first among equals,” Kumar said, referring to the ARM processor business, which is dominated by an oligarchy of other big chip companies, including Qualcomm, Texas Instruments, Samsung, Apple, Marvell, and Nvidia.
Another analyst says that Intel’s first chip designed specifically for tablets and smartphones, “Moorestown,” was a failure. “Moorestown was a complete flop,” said Linley Gwennap, principal analyst at The Linley Group, a chip consulting firm. “Intel is still struggling to get traction in tablets and particularly smartphones. Atom is in a few tablets that run Windows, but Windows tablets are not very popular, except in a few vertical applications,” he said.
Note: Although Chandrasekher bet his corporate carrier on this in 2006 when Intel sold its XScale business to Marvell, there were a number of higher placed Intel executives who were much more responsible for this major strategic mistake: (emphasis is mine)
“As part of the thorough analysis of Intel begun in April, we have examined the focus and structure of our top management level, including our use of ‘two-in-a-box’ co-managers,” said Intel President and CEO Paul Otellini. … Intel’s Sales and Marketing Group will be led by Executive Vice President Sean Maloney, 50, who previously co-managed the company’s Mobility Group. Maloney will also become Intel’s chief sales and marketing officer. … Senior Vice President David Perlmutter, 53, will continue as general manager of the Mobility Group. Senior Vice President Anand Chandrasekher, 43, formerly co-general manager of the Sales and Marketing Group, will manage a newly created business unit focused on low power Intel Architecture products and the ultra-mobile PC market. He will report to Perlmutter. … Intel Announces Management Changes [July 20, 2006]
Marvell Technology Group, Ltd. and Intel Corporation today announced that they have signed an agreement for Intel to sell its communications and application processor business to Marvell for a purchase price of $600 million plus the assumption by Marvell of certain liabilities. The planned sale will give Marvell a strong presence in the growing market segment for processors used in smart handheld devices. The sale also will enable Intel to focus its investments on its core businesses, including high-performance, low-power Intel Architecture-based processors and emerging technologies for mobile computing, including Wi-Fi and WiMAX broadband wireless technologies. … “In recent years, Intel has made significant progress and won major customers with this business,” said Sean Maloney, Intel executive vice president and general manager, Mobility Group. … Marvell To Purchase Intel’s Communications And Application Processor Business For $600 Million [June 27, 2006]
Intel probably has good business reasons for selling the 1,400-person communications/applications XScale unit to Marvell. Faced with a surprisingly resurgent AMD and other challenges, Intel is rapidly cutting costs and reorganizing. XScale’s financial performance was lackluster, so the unit was an obvious candidate for a selloff. And Marvell is paying $600 million in cash, which isn’t chump change, even for Intel.
Another reason for Intel to reduce its commitment to XScale is that it’s not an Intel-native CPU architecture. XScale isn’t protected by the same financial and emotional capital that Intel has invested in, say, the IA-64 (Itanium) architecture. Indeed, XScale is ARM compatible, so every design win strengthens ARM.
As we see it, Intel now has three options: create an entirely new embedded-processor architecture; acquire another embedded-processor architecture from an outside company; or renew its commitment to developing the x86 as an embedded architecture.
Creating a new architecture is the least likely option. The world already has plenty of CPU architectures, and MPR covers new ones all the time. We don’t think Intel will embark on an expensive, risky project that could turn into another i432, i960, or IA-64.
Acquiring an outside CPU architecture is only slightly more likely than creating one from scratch. …
Intel’s third option is to develop new, low-power x86 embedded processors. Yes, we know, Intel is already doing that. Two weeks ago, Intel announced that Senior Vice President Anand Chandrasekher will manage a new business unit focused on the ultramobile PC (UMPC) and low-power x86 products. The new unit will almost certainly use technology developed by Intel’s Low Power on Intel Architecture research project at the System Technology Labs (www.intel.com/technology/systems/lpia/). But Intel needs to step up the pace of this project and send clearer signals about its embedded x86 strategy.
Recall that a year ago, Intel CEO Paul Otellini promised to deliver by 2010 a 500mW x86 processor capable of running an operating system like Microsoft’s Vista, the next version of Windows. Otellini’s goal is to bring desktop performance to PDA-size UMPCs. Achieving that goal would be an impressive feat. But by 2010, cellphones with ARM processors might subsume the functions that Otellini envisions for x86-based UMPCs. Future derivatives of Apple’s ARM-based iPods are another source of potential competition. Even the XScale-based Blackberry communicators that Intel has discarded might evolve into versatile palmtop computers.
… Intel’s Embedded Future [Microprocessor Report, July 31, 2006]
BACK TO THE ORIGINAL NEWS:
It went around the major on-line ICT publishers that Intel loses 2010 chip market share while Samsung gains, says Gartner while the source is stressing an overall finding that Gartner Says Worldwide Semiconductor Revenue Increased 31.5 Percent in 2010 to Exceed $300 Billion [Dec 8], and regarding Intel it rather made an internal remark:
Intel held the No. 1 vendor position for the 19th consecutive year in 2010, albeit with a slightly smaller share of the market, down to an estimated 13.8 percent from 14.2 percent in 2009 (see Table 1). Intel saw strong growth in the first half of the year as the PC market stocked up inventory in anticipation of a strong second half of the year, but third quarter growth weakened as consumer sentiment began to flag. Sales of mini-notebooks — a segment for which Intel is almost the exclusive supplier — were particularly disappointing.
Worth to read along with this: Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones [April 16, 2011]
Instead of the referred in Gartner’s “Worldwide semiconductor revenue” press release table I am including here the same data but in diagram format:
Whatever it is Intel is not worried at all. Intel’s own Free Press reported from the same day Barclays Capital event in San Francisco Intel CEO defends PC amid tablet, smartphone growth [Dec 8]. ZDNet’s Larry Dignan sent his report as Intel’s Otellini: The PC ‘just doesn’t die’ [Dec 8] with the following quotes:
I think it’s easy to forget about how important notebooks are, in particular, to people’s lives, and while there is a news flash the iPad is really fun, it’s not the only device that’s out there, and in fact, if you look at it on a scale of units, PCs are at 1 million units a day this year. Compare that to, what, 4 million iPads last quarter. Pick your own number for this quarter. So, it’s a vastly different scale here.
When talking about the upcoming next generation of Sandy Bridge processors where graphics are integrated into the chip. Regarding Intel’s tablet strategy the saying was:
Tablets, the thing that’s on everybody’s lips and minds. Our strategy here is very simple. We are going to offer best-of-class hardware around our Atom system on chips, and we are going to make sure that we support all of the viable operating systems that we — that want to work with us that are in the marketplace.
So I’ve just listed here some of the 35 design wins we have in tablets. A number of them on Windows. A number of them on Android. And this is both Froyo, and then Honeycomb as it comes out. Then, of course, on MeeGo, the operating system that we’re working on along with Nokia and other companies. Some of these are in the market today. You can buy — the ones that are Intel-based that are in the market today are typically from people like AT&T or Cisco, and they’re aimed at enterprise-class machines and customers. The consumer products will roll out over the first half of next year. You’ll start seeing them on all three operating systems. Probably at CES, you’ll see lots of demos, lots of announcements, and we’re pretty excited about this product line.
Updates:
Mobile doubts weigh on chipmakers Intel, AMD [Jan 14]
Despite better-than-expected fourth-quarter earnings and guidance posted on Thursday, and a broadly higher market, its [Intel’s] shares slipped as investors focused on the company’s failure to stake out territory in the mobile market.
Even as Intel’s stock fell, shares of other semiconductor companies rose, with ARM rising 6.5 percent to a 10-year high.
The stock market, and sentiment on the wider technology industry, for years moved in tandem with Intel following its earnings report. But in recent quarters they have diverged.
“It’s historically been the bellwether, that if you’re positive on the (technology) sector you’re positive on Intel, but I think that relationship is breaking down,” said Craig Berger, an analyst at FBR Capital Markets.
Intel 4Q a window into industry’s inflection point [Jan 14] (emphasis is mine)
Some 350 million PCs were shipped in 2010, according to data released this week, and Intel CEO Paul Otellini says that more than 1 million PCs are now being sold every day.
…
Net income was $3.39 billion, or 59 cents per share, higher than the 53 cents per share analysts polled by FactSet were expecting. In the same period in 2009, Intel earned $2.28 billion, or 40 cents per share.
The year-ago figures would have been higher were it not for Intel’s $1.25 billion payment to rival Advanced Micro Devices Inc. to settle claims that Intel abused its market dominance to bully computer makers into avoiding AMD’s chips — charges Intel has long denied. Intel’s chips are inside 80 percent of the world’s PCs. Earlier this week, AMD ousted its CEO over the company’s growth prospects.
Intel’s revenue rose 8 percent to $11.5 billion, up from $10.6 billion last year. Analysts had forecast $11.4 billion.
For the first quarter, Intel expects revenue of $11.1 billion to $11.9 billion, ahead of analysts’ expectation for $10.8 billion.
And Otellini predicted that Intel’s revenue would rise 10 percent in 2011 — which translates to about $48 billion, up from $43.6 billion in 2010 and higher than the $45.5 billion analysts expected.
What saved Intel’s fourth quarter was strong corporate spending.
Companies, many of which froze their technology budgets during the Great Recession, are buying new servers for their data centers and PCs for their workers as their business prospects have brightened.
Operating profit in the Intel division that sells server chips jumped 47 percent to $1.43 billion, while the division that makes desktop and laptop chips grew at a slower rate, up 8 percent to $3.62 billion.
Server chips tend to carry higher profit margins than chips for PCs. The PC industry in general struggles with increasing commoditization, which lowers PC prices and benefits consumers, but erodes profits.
Although Intel’s results were strong compared with the previous year, revenue in each of its major divisions, except for server chips, was flat from the third quarter.
That showed the strain that emerged toward the end of the year, from economic problems such as prolonged unemployment and the European debt crisis, and competition from Apple Inc.’s iPad.
Sean Maloney resumes work at Intel [Jan 14] (emphasis is mine)
… earlier this month and is responsible for the chip giant’s tablet and handset solution business, according to industry sources.
As Maloney has been working closely with partners of the PC production chain in Taiwan, the resumption of work will help push the development momentum of tablet and handset solutions at Intel, the sources asserted.
…
Maloney has made some modifications to Intel’s product roadmap and marketing strategies for the two segments, and will solicit ODM and OEM partners such as Quanta Computer, Compal Electronics and Pegatron Technology to support Intel’s Oak Trail and Cedar Trail-M platforms.
Maloney will also step up cooperation with handset makers eyeing to re-enter the handset segment, the sources added.
Notebook vendors show no interest in Oak Trail [Jan 13, 2011] (emphasis is mine)
Because Acer and Asustek Computer have both shown their unwillingness to launch Oak Trail-based tablet PCs, Intel has recently been aggressively trying to persuade these vendors with price discounts and is hoping Asustek and Hewlett-Packard (HP), which are still undecided, will change their minds and fully support the platform, according to sources from notebook players.
Since Oak Trail has only been adopted by Fujitsu, Toshiba and Samsung Electronics for their tablet PCs and these vendors are not showing an aggressive attitude to mass produce models, while HP, which originally planned to launch an Oak Trail-based tablet PC, also stepped back and is reevaluating its plans, Intel is offering Oak Trail at a price point of around US$40, about the same as Nvidia’s Tegra 2, and the company will even give a further discount for large volume orders, the sources noted.
However, because Oak Trail is unable to out-perform Tegra 2, while Intel is already set to launch its new Cedar Trail-M platform for tablet PCs/netbooks in September 2011, most of the notebook vendors are unwilling to accept Intel’s offer and would rather wait until Intel releases its new platform before placing any orders, the sources added.
Intel’s response has been the same as on the December 2010 Ottelini presentation: Over 35 Oak Trail-based netbooks will show up in 1H11, says Intel [Jan 13, 2011]
End of updates
Here Ottelini had the following slide in his presentation:
Here the notable things are:
– HP and Acer, the #1 and #3 players on the notebook market are missing from the Windows part. We know however that Acer will play in Windows tablet space, albeit not with Intel but with AMD as has been noted in my Intel Oak Trail to beat ARM with MeeGo specific prices [Nov 25] post already.
– Update: MSI is also missing which is remarkable only because of a 4 days later MSI to reintroduce WindPad tablets at CES, claims Oak Trail improves performance and battery life [Dec 13] news (emphasis is mine):
According to MSI’s Director of North American Sales Andy Tung, Intel’s tablet solution does show both battery life and performance improvements over the current Atom chips, but it’s “not extremely significant.” Based on our discussion with Tung, we got the feeling that it’s a step in the right direction for Atom but still not as long-lasting as it needs to be to compete with ARM-based tablets.
For more detailed investigation of this news see: Oak Trail bringing only minor power savings to Windows tablets? [Dec 13].
– Acer is indicated in the MeeGo tablet space which is something new and also showing that the primary line of tablet market attack for Acer is the Android platform. Again consistent with the same post (with two Android tablets coming from Acer in February), also in the sense that Intel’s intent is to apply a MeeGo specific, very pricing for the Oak Trail type Atom.
– Nokia is missing from the MeeGo design wins which is again consistent with information in the same post that “The first MeeGo smartphone requires MeeGo V1.2 and won’t happen, either on Intel or ARM until around June 2011.” The only difference is that now the same statement applies to the 2011 Nokia tablet space as well.
Overall it is not so rosy outlook for Intel’s 2011 plans for tablets. Even more so since in the smartphone space Intel is even more behind of the market. No wonder why Financial Times was reporting from the Barclay’s Capital event as Intel inside 35 tablets, no phone till H2 2011 [Dec 8]:
Mr Otellini said the phone game represented a marathon not a sprint for Intel. It was tackling issues of certification, modem integration and the telecoms software stack. Its smartphone processor codenamed Medfield was currently being debugged for shipment in 2011 and 2012, he added.
Medfield is the successor to the Moorestown chip, launched in May, which still does not match the low-power capabilities of Arm-based phone processors and has not appeared in any smartphones this year, despite Intel’s high hopes expressed at the CES show in January.
So marketwise Intel’s major worry is the tablet market now as was noted by New York Times: Intel Girds For Netbook and Tablet Wars [Dec 8] when reporting:
The chip giant has created a new business unit that it calls the netbook and tablet group. The unit will be run by Douglas L. Davis, the current head of Intel’s embedded and communications group, who will be charged with making sure Intel can fend off all kinds of competition in the burgeoning market for PC offshoots.
Intel often formally announces the formation of such groups, but kept this one quiet. Bill Kircos, a company spokesman, confirmed the move.
“Netbook shipments will be heading north of 100 million, and we’ll all soon will find out what kind of market potential there is for tablets and these increasingly popular hybrid designs,” Mr. Kircos said. “It makes sense for us to sharpen our focus on these friends of the PC, and Doug’s experience running a similar and very successful embedded division makes him the right guy to lead the group.”
Ottelini himself said according to the above ZDNet report:
I don’t think, at the end of the day, tablets are cannibalizing it. They are not replacements for notebooks. They are a competitor for discretionary income disposition. So you walk into Best Buy and you’ve got $400 burning a hole in your pocket, or in the case of the iPad, $600 burning a hole in your pocket, and you want to buy something cool for Christmas for your wife or kid or something. It’s a competitor.
On the other hand, I have not seen a kid that takes the iPad to school and not a laptop. The laptop is still the fundamental tool in school. So, I don’t see it being a displacement. I see it being an extra-fun device that you use to consume content, for the most part. And I think it’s additive to the industry. So, if it goes to 50 million or 100 million units a year against a base of PCs that are 500 million units, that’s great. And we’ll have our fair share of those.
But on the Barclay’s Capital event his major point about the future of the market was expressed on following two slides:
So while in the year 2011 Intel will play a catch up game in the tablet space and just trying the waters in the smartphone market in the years which are coming after that the company sees as quite promising because of its huge manufacturing technology lead and its learnings from the previous critical periods of its growth when Intel was able become dominant player via its architecture.
More information:
– Intel says tablets and phones on the way in 2011 [Reuters, Dec 8]
Intel Oak Trail to beat ARM with MeeGo specific prices
As per Digitimes Intel starts mass producing Oak Trail platform [Nov 24]
… specifically for tablet PCs, with the combination of Atom Z670 processor and SM35 chipset the initial product, according to industry sources.
The Oak Trail platform will sell at about US$25 with MeeGo, and the price for Oak Trail and Microsoft’s Windows 7 will be higher.
There were a couple of news regarding the state of MeeGo a month ago as well:
– For developers’ eyes only: MeeGo version 1.1 [Oct 21]
Today marks a new project release of the MeeGo software, the open-source next-gen operating system for computing devices that Nokia and Intel kicked off earlier this year. The release brings it to version 1.1. This includes updates to the Core operating system, together with the Netbook, In-Vehicle and Mobile Handset packages. An updated Software Development Kit (SDK) for version 1.1 will follow shortly. So MeeGo’s well on its way and showing great progress.
So what is a “project release”? Let’s start with what it isn’t. This isn’t a finished product for you to load up on to your phone and use on a day-to-day basis. The user interface is neither finished nor is it representative of what the experience will look like on future Nokia devices (we’re creating our own unique experience using Qt). What it is, is a generic version intended to allow developers and device manufacturers to get familiar with the code and the capabilities of future devices.
… Version 1.2 is scheduled for April 2011, by which point the MeeGo handset user experience software should be pretty much complete. For all the technical details, jump to meego.com.
– MeeGo 1.1 Release [Oct 28]
This release includes:
- Core OS 1.1 – consolidated common base operating system for all UXs
- Netbook UX 1.1 – complete set of core applications for netbooks
- In-Vehicle Infotainment (IVI) UX 1.1 – includes a sample IVI home screen and taskbar built with Qt 4.7 and speech recognition
- Handset UX 1.1 – technology snapshot implements basic development UX for voice calling, SMS messaging, web browsing, music and video playback, photo viewing, and connection management
- SDK 1.1 Beta – SDK for MeeGo Core OS and supported UXs will be released during the coming days before the MeeGo Summit conference in Dublin.
…
Looking Ahead to MeeGo 1.2
MeeGo development continues forward on a six-month cadence. MeeGo 1.2 is scheduled for April of 2011 and it will include a Handset UX release with a complete set of applications, and support for other device usage models.
Relative to that nothing really new came out of the MeeGo camp. Chippy has a good Report: Timeline for MeeGo Netbooks, Tablets and Smartphones [Nov 20] for those who want to understand in all details what Meego will bring next year and when. Author’s final conclusion is:
We could see MeeGo netbooks with AppUp as early as January with ‘features’ such as quick-boot, lower cost, a simple-to-use operating system with a social-networking slant. We’re unlikely to see too much excitement around these early devices though because platforms and applications need to develop to create products with any major selling points. ARM do have an opportunity to get MeeGo on a netbook-style device in order to create an interesting long-battery-life product.
Tablets could appear in the early part of 2011 as 3rd-parties are already working on UI solutions based on MeeGo 1.1 but for interesting multi-touch products, with an application store, this won’t happen until around June 2011.
The first MeeGo smartphone requires MeeGo V1.2 and won’t happen, either on Intel or ARM until around June 2011. That phone is likely to be a Nokia product and its success will be critical to MeeGo.
Everything up until this Nokia/MeeGo phone can be called Phase-1 – led by Intel/Nokia investment. If these products show class-leading features and the developers start to create applications then we’ll start to see Phase 2 products created through independent investment that are true indicators of MeeGo momentum. That story starts in Q3 2011.
This means that Intel cannot effectively compete against ARM for another half year at least. Intel’s ally in the MeeGo strategy is also under reorganisation:
The mid-2000s represent something of a high-water mark for Nokia. In 2005, it was the undisputed king of the mobile market having sold its billionth handset.
Today, while Nokia remains the world’s largest seller of mobile phones, its prospects have changed dramatically. The company now faces slipping market share, competing mobile operating systems and a world where Apple and Android are regarded as the smartphone leaders.
… The fightback will be headed by Stephen Elop, the former head of Microsoft’s business division, who replaced outgoing CEO Olli-Pekka Kallasvuo on 21 September.
- Nokia Hires A New Exec To Save Its Brand [Nov 24]:
Nokia’s new CEO just hired a new chief marketing officer to help the once-hot cellphone maker fix its dying brand.
Digitimes recently also had the opportunity to talk with ARM president, Tudor Brown and share his views regarding the market for tablet PCs in 2011, and the role of Taiwan’s hardware manufacturers in the booming business. Brown also discussed ARM’s business opportunities in a PC industry that is moving toward increased mobility. See:
– Tablet PCs are opportunities to redistribute profits among supply chain players, says ARM president [Nov 19
– Toward increased mobility: Q&A with ARM president Tudor Brown [Nov 24]
The leading vendor in Taiwan meanwhile unveiled its strategy as follows:
– Acer adopts AMD CPU for tablet PCs [Nov 25]
Among Acer’s announced initial batch of tablet PCs, a 10.1-inch Windows 7-based model is believed to use AMD’s Ontario APU codenamed C-50, according to sources from notebook players.
… The dual-core C-50 APU, which consumes only 9W of power, is currently priced at about US$55-60 and includes an integrated Radeon HD 6250 graphics chip [and also UVD dedicated hardware acceleration for HD video including 1080p resolutions, see later].
– Live and interact in total mobility – Tablets according to Acer [Nov 23]:
… support of its goal to simplify content consumption – a strategy which began with the development of Acer’s multimedia sharing system, Clear.fi. Acer’s strategy is based on the concept of sharing multimedia content and enjoying it across any device, and Tablets are ideal devices for this purpose.
A 10.1” Android tablet for a superb mobile and home entertainment experience … Designed for HD entertainment, this tablet comes with a high resolution, high color contrast display, allowing you to play or share HD video with your friends wherever you are. … Available April 2011
7” Android Tablet: the epitome of mobility … On the 7” (1280×800) 16:10 aspect ratio full touch screen, you can enjoy games, photos, videos while keeping up with your emails or your favourite social networks. Video chat or record a video with the front-facing HD camera. With HDMI support, hooking it up for a big screen video experience is easyier than ever! … Available April 2011
10.1” Windows Tablet: Versatility in a tablet form factor … an extremely innovative solution that combines touch screen user-friendliness with the comfortable experience of a physical keyboard. In fact, the tablet comes with a docking device that includes a full-size keyboard and more connectivity options to enhance the user experience. … Thin and light (only 15 mm and less than 1kg), and with a 10.1”, high resolution display, it’s easy to carry around and really unobtrusive. This tablet ensures outstanding entertainment and a superior touch experience. … Available February 2011
– Acer debuts 10.1-inch Windows 7 tablet: AMD-powered, inbuilt 3G, coming February 2011 [Nov 23]

– Acer aims at largest global market share for tablet PCs in 2-3 years, says CEO [Nov 26]. A detailed interview.
– Compal, Wistron to station in Chongqing, says Acer source [Nov 23]:
…accepted an invitation from Acer to set up production bases in Chongqing, western China, to support Acer’s operational headquarters there, according to a source inside Acer.
Acer’s headquarters in Chongqing will start operations in the second or third quarter of 2011 and are expected to handle half of Acer’s PC shipments in 2012, which is about 30 million units, the source said.
More information regarding AMD’s new APUs based on brand new Bobcat cores see in my post SoC advances for client, server and mobile basestation level [Aug 25, with updates going as of Nov 25]
More information regarding Intel’s Oaktrail see in my posts:
– Windows 7 tablets/slates with Oak Trail Atom SoC in December [Nov 1, with updates going as of Nov 24]
– Intel SoC for Cloud Clients [June 27, with updates going as of Aug 23]
More information on the current leading edge in ARM offerings see in my posts:
– Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4]
– Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, with updates going as of Nov 2]
More information regarding Windows slates/tablets see in my posts:
– Windows 7 tablets/slates with Oak Trail Atom SoC in December [Nov 1, with updates going as of Nov 24]
– Windows slates in the coming months? Not much seen yet [July 13, with updates going as of Oct 9]










Somewhat later and by another root 













