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PC Market Trends

A comment from IDC brought ahead: “Competition from 2-in-1 devices and phones remains an issue“. In the notes to the IDC press release it is mentioned as well that “tablets with detachable keyboards [i.e. 2-in-1 devices] running either Windows or Android are not included in the PC category” by IDC. This approach to the PC category is one of the reasons why the decline of the PC market in Q2 2015 is 11.8% according to IDC, while it is 9.5% according to Gartner.

But most importantly: the PC market has continuously been shrinking for the last 3 years as is shown by the chart below:
Infographic: PC Market Plunge Is Picking Up Pace | Statista

You will find more statistics at Statista
July 14, 2015: After a brief respite throughout last year, the global PC market returned to its pre-2014 slump in the first half of 2015. According to Gartner’s latest estimates, worldwide PC shipments amounted to 68.4 million in the past three months – down 9.5 percent from last year’s June quarter.

The struggling PC industry had received a boost when Microsoft ended official Windows XP support in April 2014, prompting a replacement cycle that has now apparently faded. Despite the sobering results, analysts remain cautiously optimistic about the industry’s mid-term outlook. They argue that the recent decline is no sign of structural weakness but partly a consequence of last year’s unusually positive results and partly an effect of inventory control ahead of the Windows 10 launch scheduled for later this year.

[Gartner’s latest estimates:]
July 9, 2015: Gartner Says Worldwide PC Shipments Declined 9.5 Percent in Second Quarter of 2015

PC Industry Faces Slowdown as Industry Anticipates the Launch of Windows 10

STAMFORD, Conn., July 9, 2015 — Worldwide PC shipments totaled 68.4 million units in the second quarter of 2015, a 9.5 percent decline from the second quarter of 2014, according to preliminary results by Gartner, Inc. This was the steepest PC shipment decline since the third quarter of 2013. PC shipments are projected to decline 4.4 percent in 2015.

There were many contributors to the decline of PC shipments in the second quarter of 2015, and Gartner analysts highlighted three of the major reasons for the drop in shipments. Analysts emphasized that these inhibitors are temporary events, and they are not changing the PC market’s structure. Therefore, while the PC industry is going through a decline, the market is expected to go back to slow and steady growth in 2016.

The price hike of PCs became more apparent in some regions due to a sharp appreciation of the U.S. dollar against local currencies,” Mikako Kitagawa, principal analyst at Gartner. “The price hike could hinder PC demand in these regions. Secondly, the worldwide PC market experienced unusually positive desk-based growth last year due to the end of Windows XP support. After the XP impact was phased out, there have not been any major growth drivers to stimulate a PC refresh. Lastly, the Windows 10 launch scheduled for 3Q15 has created self-regulated inventory control. PC vendors and the channels tried clearing inventory as much as possible before the Windows 10 launch.”

Lenovo maintained the top position in worldwide PC shipments in the second quarter of 2015 (see Table 1), but the company suffered a year-on-year shipment decline for the first time since the second quarter of 2013. EMEA, Latin America and Japan were tough regions for Lenovo, as the company experienced double-digit shipment declines. HP also experienced a shipment decline after five consecutive quarters of PC shipment growth. HP showed a steep decline in EMEA, which was potentially due to the currency impact. The company was also impacted by tight inventory controls in the consumer market before the Windows 10 launch.

Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q15 (Thousands of Units)

Gartner - Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q15 -9-July-2015Notes: Data includes desk-based PCs, notebook PCs and ultramobile premium (see “Market Definitions and Methodology: Consumer Devices”). All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.
Numbers may not add up to totals shown because of rounding.
Source: Gartner (July 2015)

For the second consecutive quarter, Dell experienced a decline in PC shipments. Dell’s decline was relatively moderate in EMEA compared with Lenovo and HP. Analysts said this could be partly attributed to Dell’s lower presence in the consumer market, which created less impact to Dell from the Windows 10 prelaunch inventory control.

In the U.S., PC shipments totaled 15.1 million units in the second quarter of 2015, a 5.8 percent decline from the second quarter of 2014 (see Table 2). The decline was led by a double-digit decline of desk-based shipments, which offset single-digit growth of mobile PCs. Based on preliminary results, the desk-based PC shipment decline was the steepest since 2009 when the market was hit by the economic crisis.

“The weakness of desk-based PC shipments in the second quarter of 2015 is partly due to relatively large shipments in the second quarter last year when the market was driven by the end of XP support,” Ms. Kitagawa said. “Despite inventory controls for the Windows 10 launch, mobile PC shipments grew in the quarter, which resulted in five consecutive quarters of mobile PC growth in the U.S. Affordable thin/light notebooks are attracting more business buyers.”

HP maintained the top position for PC shipments in the U.S. in the second quarter of 2015 despite a 10.1 percent decline (see Table 2). Dell narrowed the gap with HP compared with a year ago. Lenovo was the only vendor showing year-over-year PC shipment growth among the top five vendors in the U.S.

Table 2
Preliminary U.S. PC Vendor Unit Shipment Estimates for 2Q15 (Thousands of Units)

Gartner - Preliminary U.S. PC Vendor Unit Shipment Estimates for 2Q15 -- 9-July-2015Notes: Data includes desk-based PCs, notebook PCs and ultramobile premium (see “Market Definitions and Methodology: Consumer Devices”). All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.
Numbers may not add up to totals shown because of rounding.
Source: Gartner (July 2015)
[The Ultramobile (Premium) category includes devices such as Microsoft’s Windows 8 Intel x86 products and Apple’s MacBook Air. Source]

PC shipments in EMEA totaled 18.6 million units in the second quarter of 2015, a 15.7 percent decline from the second quarter of 2014. In Europe, vendors spent most of the quarter trying to manage already high inventory levels. They tried clearing that inventory with promotions, having to absorb this with lower margins. In the third quarter of 2015, vendors should see better “sell-in” into the channel with new Windows 10-based devices.

Asia/Pacific PC shipments reached 24.2 million units in the second quarter of 2015, a 2.9 percent decline from the same period last year. Both desk-based and mobile PC shipments declined from the second quarter of 2014. PC shipments in China are estimated to have declined 4 percent in the quarter as demand for consumer PCs remained weak.

These results are preliminary. Final statistics will be available soon to clients of Gartner’s PC Quarterly Statistics Worldwide by Region program. This program offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organizations to keep abreast of key issues and their future implications around the globe.

See also
July 16, 2015, Forbes: Why Are IDC And Gartner’s PC Market Stats Different, And Does It Even Matter? by Scott McCutcheon

July 9, 2015PC Market Continues to Decline Ahead of Windows 10 Release, According to IDC

FRAMINGHAM, Mass.–(BUSINESS WIRE)–Worldwide PC shipments totaled 66.1 million units in the second quarter of 2015 (2Q15), according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. This represented a year-on-year decline of -11.8%, about one percent below projections for the quarter.

The slow PC shipments were largely anticipated as a result of stronger year-ago shipments relating to end of support for windows XP as well as channels reducing inventory ahead of the release of Windows 10. In addition, weaker or changing exchange rates for foreign currencies have effectively increased PC prices in many markets, thereby reducing purchasing power and also complicating investment planning.

“Although the second quarter decline in PC shipments was significant, and slightly more than expected, the overall trend fits with expectations,” said Loren Loverde, Vice President, Worldwide PC Trackers & Forecasting. “We continue to expect low to mid-single digit declines in volume during the second half of the year with volume stabilizing in future years. We’re expecting the Windows 10 launch to go relatively well, though many users will opt for a free OS upgrade rather than buying a new PC. Competition from 2-in-1 devices and phones remains an issue, but the economic environment has had a larger impact lately, and that should stabilize or improve going forward.”

“The U.S. market was in line with forecasts, declining -3.3% from a year ago, after avoiding the global market declines over the past five quarters. Soft retail demand, short term weakness from inventory reductions, some cannibalization from competing devices, and low demand for large commercial refreshes are among the factors that reduced PC shipments,” said Rajani Singh, Senior Research Analyst,Personal Computers. “Nevertheless, moving forward, we expect a healthy second half as inventory and purchase decisions pick up following the launch of Windows 10. Emerging product categories will remain a bright spot as attention shifts to convertibles and Chromebooks in the commercial as well as consumer segments.”

Regional Highlights

United States – With shipments totaling nearly 16.4 million PCs in 2Q15, the U.S. market shrank -3.3% from the same quarter a year ago. Although most vendors saw volume decline, gains from Apple and Lenovo helped limit the overall decline. A tough year-on-year comparison contributed to a decline in desktop shipments, while portable PCs shipments continued to grow.

Europe, Middle East, and Africa (EMEA) – In EMEA, weakening demand and high inventory levels inhibited sell-in, driving results below expectations. Vendors continued to clean stock ahead of the back-to-school season and Windows 10 launch. Moreover, unfavorable exchange rates led to increasing prices and continued to affect demand both in the business and consumer spaces. The commercial market also faced a difficult year-on-year comparison with 2Q14, when the end of support for Windows XP boosted sales.

Asia/Pacific (excluding Japan) – China was impacted by excess commercial notebook inventory from earlier quarters as the anti-corruption campaign continues to suppress commercial spending. Currency fluctuation also remained a key factor in many countries in the region, contributing to lower demand. Nevertheless, volume was close to expectations, reflecting a slight decline in growth from prior quarters.

Japan – continued to see low growth as the weak Yen contributed to a difficult market. The Japanese PC market faced a particularly difficult comparison to year ago shipments that were boosted by the end of support for Windows XP and also changes to Japan’s tax code. As the market responds to these shifts and managing inventory, Yamada Denki (one of Japan’s major electronics stores) announced the closure of unprofitable stores in both urban and rural markets.

Vendor Highlights

Lenovo held onto the top position with shipments of 13.4 million units. Volume was up 1% from the prior quarter, but down -7.5% from the prior year. The vendor continued to aggressively court expansion outside of Asia/Pacific, leading to share gains in the U.S. and EMEA.

HP remained the number 2 vendor, but saw shipments decline -10.4% from a year ago. Slowing business demand and inventory control of entry notebooks contributed to the dip. While most of the slowdown was from outside of the U.S., the vendor also saw its U.S. volume contract nearly -7%.

Dell came in at number 3, shipping more than 9.5 million units and registering a year-over-year decline of -8.7%. Strong results in 2Q14 contributed to a poor year-over-year comparison. Stronger performance in Asia/Pacific and EMEA were offset by slower growth in the U.S.

Apple continued to outperform other vendors, with growth of 16.1% globally. The vendor has largely avoided the price competition affecting other players and may be benefitting from some of the uncertainty around the launch of Windows 10, along with refreshed products like the 12-inch MacBook and a relative concentration of shipments in the U.S.

Acer continued to see growth in Chromebooks with more models introduced. However, the vendor also struggled with the larger pullback in the market, particularly in EMEA where it had seen a rebound in mid-2014. The vendor ended 2Q14 with a volume of 4.33 million, a significant decline from the prior quarter and year ago volumes.

ASUS was statistically tied* with Acer for the number 5 position. ASUS has also been affected by currency factors and inventory management, but strong growth in the U.S. boosted overall results.

IDC - Top 5 Vendors, Worldwide PC Shipments, Market Share, and Year-Over-Year Growth for the Second Quarter of 2015 -- 9-July-2015Source: IDC Worldwide Quarterly PC Tracker, July 9, 2015
* Note: IDC declares a statistical tie in the worldwide PC market when there is less than one tenth of one percent difference in the revenue share of two or more vendors.

In addition to the table above, an interactive graphic showing worldwide PC market share for the top 5 vendors over the previous five quarters is available here. The chart is intended for public use in online news articles and social media. Instructions on how to embed this graphic can be found by viewing this press release on IDC.com.

IDC - Top 5 Vendors, United States PC Shipments, Market Share, and Year-Over-Year Growth, Second Quarter of 2015 -- 9-July-2015Source: IDC Worldwide Quarterly PC Tracker, July 9, 2015

Table Notes:

  • Some IDC estimates prior to financial earnings reports.
  • Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold.
  • PCs include Desktops, Portables, Ultraslim Notebooks, Chromebooks, and Workstations and do not include handhelds, x86 Servers and Tablets (i.e. iPad, or Tablets with detachable keyboards running either Windows or Android). Data for all vendors are reported for calendar periods.

IDC’s Worldwide Quarterly PC Tracker gathers PC market data in over 80 countries by vendor, form factor, brand, processor brand and speed, sales channel and user segment. The research includes historical and forecast trend analysis as well as price band and installed base data.

The ultimate ultrabooks/notebooks and 2-in-1 hybrids/detachables with the upcoming Intel Core M processors

What is presented below it is an incredible advance versus that of one a half year ago. For comparison see my earlier Saving Intel: next-gen Intel ultrabooks for enterprise and professional markets from $500; next-gen Intel notebooks, other value devices and tablets for entry level computing and consumer markets from $300 [this same blog, April 17, 2013] post. Note as well that with Core M Intel is able to differentiate its enterprise offerings from the consumer ones, as the latter could be mainly represented by products like in ASUS EeePC revival with the $199/€199 EeeBook X205 at IFA 2014: the Chromebooks alternative based on Windows 8.1 with Bing [this same blog, Sept 6, 2014].

image

See also the report about IDF 2014 PC Mega Session: 2-in-1s to Rule Mobile, Wireless Everything Coming Soon [Tom’s Hardware US, Sept 10, 2014]

image

They are of the fanless design! So it is time—says Intel—to upgrade your aging PCs to these business-ready touch devices built on the latest Intel Core processors and Windows 8.1:

Touch business-grade performance [Intel YouTube channel, Sept 4, 2014]

Refresh your aging PCs with new business-ready touch devices with Intel Inside®. Give users the features and performance they want while unleashing the productivity of touch. Users expect the mobility and instant touch access they enjoy at home in their workplace. From 2in1s to tablets to all-in-one PCs, an expanding range of business-ready Intel® architecture-based devices provide the right touch device for different worker needs along with the security, manageability, and compatibility IT requires.

For small businesses a special business app bundle from Intel (already available with selected business tablets) is also providing an immediate opportunity to boost productivity:

Intel Business Apps [Intel YouTube channel, Sept 8, 2014]

Chip Shot: Intel Business App Portfolio Now on Windows OS and Intel® Core™ M Processor-based Devices [News story on Intel Newsroom, Sept 5, 2014]

The Intel® Business App Portfolio, a collection of useful business apps to boost productivity and enhance security of small businesses, is now available on the latest Intel-based tablets and 2 in 1 devices running the Windows OS. And, with the app bundle on some of the newest devices powered by Intel® Core™ M processors, users will realize additional benefits with up to 8 hours of battery life with full HD display and up to 50 percent faster CPU performance. Previously offered only on Intel-based tablets running the Android OS, the mobile app bundle includes special offers—valued at more than $250—and is now available with the following Windows apps:

AirWatch, Calc Pro HD, CamCard, Dictionary, DocuSign, Drawboard PDF, McAfee Anti-Virus Plus, Microsoft Office 365 Business, OneDrive, OneNote, Skype, SpeechTrans and Splashtop Business.

It is available for free by purchasing a qualifying device from Intel® Technology Provider members in North America, Latin America and Europe or through Amazon.com (in the U.S. and Canada). Visit www.intel.com/businessapps to learn more.

image

Chip Shot: Intel Releases Mobile App Bundle for Business Tablets [News story on Intel Newsroom, Aug 4, 2014]

Intel® Business App Portfolio is now available for select tablets based on Intel® processors and Android. Intel has bundled a collection of top business apps that include Evernote, ooVoo, Dropbox, McAfee, DocuSign and others, to turn tablets into enhanced productivity tools for workers. With the app bundle, an employee can easily create and share documents and presentations; video conference; access company files in the cloud or a remote PC; guard sensitive data from viruses; and capture images and signatures for business contracts. At an estimated value over $250, the portfolio is a cost-effective solution that meets the needs and budgets of small businesses worldwide to accelerate achieving goals of improving customer interactions and sales growth. The app bundle is available for free by purchasing a qualifying tablet from Intel® Technology Partner members in North America, Latin America and Europe or through Amazon.com (in the U.S. and Canada).

image

The categories in Intel® Business App Portfolio (for small businesses) as of Sept 9, 2014:

  Windows Android
Access OneDrive1
Splashtop Business2 
Dropbox12 
Splashtop Business2  
Assist Calc Pro HD3
Dictionary4
SpeechTrans Ultimate5 

Dictionary
4
SpeechTrans Ultimate5
Capture CamCard6 
DocuSign7 
Drawboard PDF8  
ABBYY Business Card Reader13 
DocuSign7 

CamScanner14  

Connect Skype9  ooV0015 
PrintHand16 
Create Office 365 Business1 
OneNote1 
WPS Office17 
Evernote18 
Swype19   
Protect AirWatch10
McAfee Antivirus Plus11 
McAfee Antivirus Plus11  
For Windows:
1  Special Offer: Coming October 1, 2014 to the Intel® Business App Portfolio! Receive 15% off a 1-year paid subscription to Office 365 Business, which includes the familiar and powerful Word, Excel, PowerPoint, OneNote and Outlook applications, as well as cloud storage with OneDrive! ($23 USD value) 
2  Special Offer: 2-month subscription of Splashtop Business ($10 Value) 
3  Special Offer: Receive 60% off the Full Version of the Calc Pro HD (just $2.99) when you redeem this special offer. 
4  Special Offer: Receive the Dictionary app from Farlex, Inc. for free ($1.99 USD value) 
5  Special Offer: One year of SpeechTrans Ultimate ($24 USD value)  
6  Special Offer: Extend CamCard free trial from 6 months to 12 months with promo code! ($5 USD value) 
7  Special Offer: Special 20% discount on a DocuSign annual subscription (up to a $72 USD value) 
8  Special Offer: A one-year extended trial of Drawboard PDF 
9  Special Offer: Three months of unlimited calling for free!. That means, in addition to making free Skype to Skype calls, you can also call offline contacts on their mobiles and landlines. 
10  Special Offer: 30-day trial with a consultation from a member of dedicated Airwatch SMB account team.
11  Special Offer: 1-year McAfee Antivirus Plus subscription ($35 USD value)
Android specific apps only:
12  Special Offer: 14-day free trial of Dropbox for Business
13  Special Offer: Receive Serial Number and download instructions for the full, premium version of ABBYY Business Card Reader.
14  Special Offer: Receive 3-months Premium service and lifetime paid [CamScanner] app features (totals $20) upon sign-up
15  Special Offer: One-year of ooVoo Video Conferencing Service
16  Special Offer: Activation code to upgrade PrintHand to Premium Mode.
17  Special Offer: While we highly recommend you utilize [MS Office compatible] WPS Office for your office document needs on your Android device, the application is free to use so there is no promotional offer available at this time.
18  Special Offer: While we highly recommend you utilize Evernote for your note taking needs on your Android device, the application is free to use so there is no promotional offer at this time.
19  Special Offer: 30-day trial of the Swype keyboard & dictation.

Mobile Devices (Intel based 2 in 1s and tablets) for the Intel® Business App Portfolio as of Sept 9, 2014:

Windows Android
Acer Iconia A1-830 (7.9”, Z2560)

ASUS MeMO Pad (10.1”, Z2560)

Dell Venue 7 (7”, Z2560)

ASUS Transformer Book* T100 (10.1”, Z3740)
Dell Venue 8 Pro (8”, Z3740D)
HP ElitePad 1000 G2 (10.1”, Z3795)
Microsoft Surface Pro *3 (10”, Core i5/i7)
Samsung Galaxy Tab* 3 (10.1”, Z2560)

Acer Iconia A1-830
(7.9”, Z2560)
ASUS MeMO Pad
(10.1”, Z2560)
Dell Venue 7
(7”, Z2560)

Samsung Galaxy Tab* 3 (10.1”, Z2560)

Atom Z2560 (Q2’13): Clover Trail+ platform
Atom Z3740, Z3740D, Z3795 (Q3’13 and Q1’14): Bay Trail-T Type 4 platform 

Computex 2014: What’s next for Intel: Cheaper 4K, new Core M chip and 3D cameras [Network World YouTube channel, June 5, 2014]

From Kirk Skaugen’s keynote presentation in June 2014. The full presentation you could see in the end of this blog post.

Intel® 14 nm Technology [an Intel Silicon Innovations page as of Sept 9, 2014]

Ultra-fast, energy-sipping devices powered by Intel
Supporting a wide range of products from mobile devices to servers, 14 nm transistors improve performance and reduce leakage power. Intel’s 14 nm technology will be used to manufacture a wide range of high-performance to low-power products including servers, personal computing devices, and products for the Internet of Things. The first systems based on the Intel® Core™ M processor will be on shelves for the holiday selling season followed by broader OEM availability in the first half of 2015. Additional products based on 14 nm process technology will be introduced in the coming months.
imageUsing 2nd generation 3-D tri-gate transistors, the 14 nm technology delivers industry-leading performance, power, density, and cost per transistor, and will be used to manufacture a wide range of products, from high performance to low power.
Smaller is better
imageIntel’s 14 nm technology provides good dimensional scaling from 22 nm. The transistor fins are taller, thinner, and more closely spaced for improved density and lower capacitance. Improved transistors require fewer fins further improving density, and the SRAM cell size is almost half the area of that in 22 nm.
14 nm manufacturing
Intel’s 14 nm process and lead system-on-a-chip (SoC) product are now qualified and in volume production, with fabs in Oregon (2014), Arizona (2014), and Ireland (2015).

Microscopic Mark Bohr: Intel 14nm Processors Explained [Intel YouTube channel, Aug 11, 2014]

Mark is still following the seemingly never-ending path of Moore’s Law. We catch up with him this time for an explanation of Intel’s 14nm manufacturing process. See the first video in this series, 22nm explained: https://www.youtube.com/watch?v=YIkMaQJSyP8 Learn more about Moore’s Law and Intel’s History: http://www.intel.com/content/www/us/en/history/museum-gordon-moore-law.html

Intel® Core™ M Processor [an Intel Core Processors page as of Sept 9, 2014]

Versatile, Mobile, Blazing Fast

Intel® Core™ M and Intel® Core™ M vPro™ processors

With the world’s first processors built on 14 nm manufacturing process technology, PC performance is now possible within a range of ultra-mobile 2 in 1 devices. Blazing fast speed combined with the highest level of energy efficiency in Intel’s history enables razor-thin, fanless designs that meet your needs for both performance and mobility. The Intel® Core™ M vPro™ processor provides additional built-in security features1 to deliver the perfect combination of business-class performance and battery life to keep you productive longer no matter where you are. For small businesses, the Intel® Core™ M processor provides an optimal combination of business-class performance and battery life, so your employees have the power to stay productive longer, no matter where they work. Free yourself from carrying multiple devices and get the best of both worlds in a 2 in 1 device with the conflict-free Intel Core M and Intel Core M vPro processors.

Product Brief:  PreviewDownload
Datasheet, volume 1:  PreviewDownload
Datasheet, volume 2:  PreviewDownload
Specification update:  PreviewDownload

IFA 2014: Intel presents new Core M Processors [allroundpc Youtube channel, Sept 5, 2014]

Intel presents it all new mobile processors at IFA 2014 in Berlin. The new Intel Core M processors are specifically made for mobile devices and are supposed to bring a lot of power while consuming less energy than previous models. More information under: http://www.allround-pc.com/news/2014/intel-core-m-koennen-die-cpus?preview=true&preview_id=80031&preview_nonce=bfdc570414

See also:
Intel® Core™ M Processor for Small Business
Products (Formerly Broadwell),
Fact Sheet: Intel® Core™ M Processor – Razor-thin Laptop Meets Ultra-fast Tablet

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New Intel® Core™ M Processor Enables Razor-thin, Fanless Designs with the Optimal Blend of Beauty, Performance and Battery Life; Available Holiday 2014 [IFA 2014 press release, Sept 5, 2014]

NEWS HIGHLIGHTS

  • Acer*, ASUS*, Dell*, HP*, Lenovo* and Toshiba* to introduce new Intel® Core™ M processor-based 2 in 1s. Some systems available starting in October.
  • Intel Core M processor delivers amazing performance and battery life for the thinnest, fanless 2 in 1 devices.
  • At a power-sipping 4.5 watts, it is the most energy-efficient Intel® Core™ processor in the company’s history.1

IFA, Berlin, Sept. 5, 2014 – At IFA, a global trade show for consumer electronics and home appliances, Intel launched the new Intel® Core™ M processor, which will power new 2 in 1 devices from a variety of manufacturers including: Acer*, ASUS*, Dell*, HP*, Lenovo* and Toshiba*. Delivering the optimal blend of mobility and performance, Intel’s new processor was purpose-built for amazing performance in the thinnest, fanless ultra-mobile devices. The Intel Core M processor can power razor-thin devices with Intel Core processor-level performance and deliver up to double the battery life when compared to a 4-year-old system.2

“We’ve been on a multi-year mission to address end-user requirements and transform mobile computing,” said Kirk Skaugen, senior vice president and general manager of personal computing at Intel Corporation. “The introduction of Core M marks a significant milestone in that journey. Core M is the first of a new product family designed to deliver the promise of one of the world’s thinnest laptops and highest performance tablets in a single 2 in 1 device.”

Faster Performance, Even More Battery Life
The Intel Core M processor enables up to 50 percent faster compute performance and 40 percent faster graphics performance versus the comparable, previous 4th generation Intel Core processor.3 Consumers with older PCs will notice a more significant performance improvement. The Intel Core M processor delivers up to two times the compute performance and up to seven times better graphics compared to a 4- year-old PC, for example.2

In 2013, Intel delivered the biggest generation-over-generation battery life improvement in the company’s history. The Intel Core M processor and platform power reductions raise the bar on battery life even higher. The Intel Core M processor can handle more than 8 hours of video play, which is up to 20 percent (1.7 hours) longer battery life versus the previous-generation Intel Core processor4 and double the battery life of the average 4-year-old PC.1

Thin, Fanless 2 in 1s Available for Holiday 2014…and Beyond
The Intel Core M processor package is 50 percent smaller and, at 4.5 watts, has 60 percent lower thermal power than the previous generation.5 This lets OEMs design sleek, fanless systems less than 9 mm thin – thinner than an AAA battery and today’s sleekest laptops. There are already more than 20 Intel Core M processor-based OEM products in the development pipeline. The first systems based on the Intel Core M processor will be on shelves for the holiday selling season.

At IFA, manufacturers including Acer, ASUS, Dell, HP, and Lenovo unveiled new, coming-soon Intel Core M processor-based devices across a range of sizes, styles and price points.

  • In Q4, Acer will expand its popular 2-in-1 series of notebooks with the Aspire Switch 12*, featuring a 12.5-inch FHD display with unique kickstand and magnet keyboard to move smoothly between five modes.
  • ASUS introduced the ASUS Zenbook UX305*, an incredibly light and thin Ultrabook™ with a 13-inch QHD display
    Asus unveiled the UX305, its newest flagship laptop at IFA 2014 this week. The device, it claims, is the world’s thinnest 13-in QHD+ ultrabook, giving it one of the highest pixel densities of any computers on the market. It faces competition from the Lenovo Yoga 2 Pro and the Samsung ATIV Book 9 as well as the Apple MacBook Pro Retina Display, although we expect vendors to refresh their current thin-and-light laptop range very soon. At only 12.3mm thick and weighing 1.2Kg, it is light enough to be carried comfortably with one hand. Its specification sheet lists an Intel Core M processor (the 5Y10), Windows 8.1, 4GB or 8GB of LPDDR3 memory, either 128GB or 256GB SSD, an Intel HD Graphics 5300 subsystem, a webcam and a 6-cell, 45Whr battery. As for connectivity, it has three USB ports, one mini-HDMI output and a SD card reader.

    and the ASUS Transformer Book T300FA* 2 in 1, which was unveiled during the Intel keynote. The Transformer Book T300FA is a high-performance 2 in 1 and is expected to be available in Europe this fall for an estimated €599. Looking ahead, ASUS plans to go even thinner with the ASUS Transformer T300 Chi*.

  • Dell has announced its first commercial 2 in 1, the Latitude 13 7000 Series*, which combines a lightweight business Ultrabook and a detachable tablet in one powerful, no-compromise device.
  • HP further extends its award-winning ENVY portfolio with the addition of two new HP ENVY x2* detachable PCs, available in 13.3-inch and 15.6-inch form factors.
  • The new [11.6”] Lenovo ThinkPad Helix*, available in October, is 12 percent lighter and measures 15 percent thinner than its predecessor while packing even more power thanks to the Intel Core M processor.
    [From Lenovo on Sept 4 with the VP PCG Marketing & Design, Dilip Bhatia: “the most complete 2-in-1 in the marketplace”] The ThinkPad Helix is the industry’s leading 2-in-1 device. Powered by the latest Intel Core processor family, sporting a new revolutionary fan less design and up to 12 hours of battery life. Built for business, the ThinkPad Helix. Learn more about Lenovo: http://lnv.gy/lenovo
     
    [From Lenovo on Sept 4 with the product manager for ThinkPad Helix, Sachin Pathak: “specific focus on productivity in business … in line with Lenovo’s multimode strategy to 4 earlier modes now a new desktop mode has been added … etc. –> for ‘full PC connectivity’ ultimately satisfying the ‘business traveller’ ”] Join Kevin Beck for the First Look at the new Think Helix. Lots of awesome new features, including an innovative new fanless design, up to 12 hours of battery life and plenty more surprises. Learn more about Lenovo: http://lnv.gy/lenovo

Intel also previewed a forthcoming Intel Core M processor-based design from Toshiba, and said broader availability of Intel Core M processor-based devices is expected in the first half of next year.

To further system choice and availability, Intel said it is working with ODMs including Wistron* and others. Wistron plans an Intel Core M processor-based design inspired by the Intel “Llama Mountain” reference device. Intel first unveiled the stunning, fanless Llama Mountain reference device, which measures 7.2 mm thin and weighs a mere 670 grams, at Computex in Taiwan earlier this year.

Intel Core M “Broadwell-Y” 2-in-1 Tablet / Ultrabook Reference Design hands on at Computex 2014 http://www.mobilegeeks.com http://www.mobilegeeks.de We got to quickly check out Intel’s new reference design für “Broadwell-Y” based Intel Core M ultrabooks and 2-in-1 tablet style devices. It’s called “Llama Mountain 2” and has a 12,5 inch QHD IPS display with 2560×1440 pixels. The device is only 7,5 millimeters thin and weighs in under 800 grams. It shows what to expect from this years 2-in-1 devices coming in from Intels many hardware partners in the run up to the holiday shopping season!

A “Conflict-Free” Processor; Additional Features
Intel Core M is a “conflict-free” product, which means this product does not contain conflict minerals (tin, tantalum, tungsten and/or gold) that directly or indirectly finance or benefit armed groups in the Democratic Republic of the Congo (DRC) or adjoining countries.

The Intel Core M processor is available in several versions: the up to 2.0 GHz Intel Core M-5Y10/5Y10a processors and the up to 2.6 GHz Intel Core M-5Y70 processor. The Core M-5Y70 is the highest performing Intel Core M processor and is also available with Intel® vPro™ technology for business 2 in 1s with built-in security features to help protect data, user identities and network access.6

Additional Intel Core M platform features include support for high-quality audio, Intel® Wireless Display 5.0, Intel’s second-generation 802.11ac products and will evolve to support wireless docking with WiGig from Intel. For more information visit:www.intel.com.

1Energy efficiency based on SPEC CPU2006 Intel estimates for both performance and core power. Comparison made vs. Intel prior generation Intel Core family CPU Processors.
2Intel® Core™ M-5Y70 Processor (up to 2.60GHz, 4T/2C, 4M Cache) vs. Normalized to a 4-year-old PC with Intel® Core™ i5-520UM. Performance based on SYSmark* 2014. Intel® Core™ M 5Y70 compared to Intel® Core™ i5-520UM. Weight based on Intel® Core™ M processor-based 2 in 1 based on Intel® FFRD Llama Mountain. Old PC is OEM laptop with Intel® Core™ i5-520UM and 62WHr battery, 3 lbs weight, 1.1-inch thick.
3Up to 50 percent faster vs. 4th generation Intel Core processors based on: Specfp_rate_base 2006 comparing Intel® Core™ M-5Y70 Processor compared to previous-generation Intel® Core™ i5-4302Y at 4.5W. Up to 40 percent faster graphics vs. 4th generation Intel Core processors based on: 3D Mark Ice Storm comparing Intel® Core™ M-5Y70 Processor with Intel HD graphics 5300 vs. Previous Generation Intel® Core™ i5-4302Y at 4.5W with HD Graphics 4200.
4Intel Core M battery life tested vs. 4th generation Intel® Core™ processor based platforms – 11.6-inch panel; 19×10; 200 nits; 35WHr battery; SSD; 4GB memory. Full HD Local Video Playback Battery Rundown-measured using a Tears of Steel 1080p 10 Mbps video. Configuration: In the device settings, disable all radios. Disable Intel® Display Power Saving Technology (Intel® DPST), set up the system to specified screen brightness using a full screen white background, and re-enable Intel DPST. Turn OFF the adaptive brightness setting under Power Options in Control Panel. Set “Dim the display” to never on both battery and AC. Set “Put the computer to sleep” to never on both battery and AC. Wait 15 minutes after boot. Launch the default video player (Windows* 8.1 Style UI video player for win), start the workload video in a loop, and disconnect the AC plug to start the test. Measure the time until battery is exhausted.
54th generation Intel® CoreTM Processor (40 X 24 X 1.5 mm; 960 mm; 11.5W) vs. Intel® Core™ M processor (30 X 16.5 X 1.05 mm; 495 mm; 4.5W)
6No computer system can provide absolute security. Requires an enabled Intel processor, enabled chipset, firmware and/or software optimized to use the technologies. Consult your system manufacturer and/or software vendor for more information.

Intel Mobility at Computex 2014 with Core-M, WiGig, RealSense [Steve Paine YouTube channel, June 10, 2014]
under Kirk Skaugen –> [46:23]:
>>> Reinvention of the Desktop
>>> 2 in 1 Momentum and the Intel Core M Processor
>>> User Experience at Intel
– then under Herman Eul –> [1:20:38]
>>> The Year of Intel Inside Your Tablet
>>> Powerful Smartphones

From Computex 2014 this Intel mobility keynote is a must-watch for anyone that’s interested in mobile PCs in 2014 and 2015. Intel presents the 10-inch Llama Mountain reference design at 6.8mm thick. Intel also promises to make a completely wireless 2-in-1 and Ultrabook reference design in the post-Broadwell phase that uses WiGig to remove ports. Also includes some great RealSense demos, WiDi products, 20W wireless charging and a live video beautifying demo.

2014 H1 changes on the Consumer Tablet Market in China

imageVersus as it was presented in Section I. of The lost U.S. grip on the mobile computing market, including not only the device business, but software development and patterns of use in general [this same blog, April 14, 2014]

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64-bit ARM (ARMv8-A) outlook: full smartphone penetration by 2018, volume start in servers next year, plus strong presence in enterprise networking

Previous ‘Experiencing the Cloud’ posts on the subject:

From: ARM Holdings plc, Q1 2014 Roadshow Slides [April 22, 2014]

Licensing Drives Market Share

ARM gains share by winning designs at leading semiconductor companies:

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    • imageWith choice of suppliers, OEMs are innovating with new types of products
      • ARM technology can be used for applications processing, connectivity and storage
      • Standard software is available today and enables all form factors to connect to the internet and display all the web pages, play videos, network with friends …

Mobile computers include handheld computers, tablets, and laptops

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Assumptions in Smartphones
– 100% penetration of Cortex-A processors
– 100% penetration of big.LITTLE in mid-range and premium
– 30% to 50% penetration of Mali graphics

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ARMv8-A Opportunity:

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The first quarter of 2014 saw particularly strong uptake of ARM’s most advanced ARMv8 processor technology with five licenses signed by four semiconductor companies. These customers are planning to develop chips for automotive infotainment systems, carrier networks and high performance computing. During the quarter we saw announcements from Marvell, Mediatek and Qualcomm on how they are developing multicore ARMv8 based processors for use in mid-range and premium smartphones and tablets. There were also announcements from Broadcom and Freescale, they plan to deploy ARMv8 based chips into data centers and enterprise networking equipment. ARMv8 is now the computing platform of choice for future chip designs not just in mobile computing but increasingly in consumer electronics, the data center and networking infrastructure.

We have had very strong licensing as you’ve seen in the numbers here and we have seen a number of exciting products announcements from some of our licensees. At Mobile World Congress recently we saw three key announcements from Qualcomm, from Marvell, from Mediatek talking about ARMv8 based chips for mid-range and high-end smartphones and tablets. Now those devices will take time to conclude, they will take time to get into products, take time to ship. But I think we’re in good track in generally in terms of the deployment of those version 8 of the architecture.

I think it’s worth pointing out that the v8 licensing cycle is in its relatively early stages. We have done sort of 30 licenses plus [out of the total 43 at the moment] compared with well over a 100 in v7.

ARM Progress in Servers:

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I don’t have the exact numbers on the top of my head but certainly there were more architecture licenses earlier in the lifetime of v8 than there were in v7, that was driven more about the addressing different markets. So most of the early architecture licensees for v8 in fact all the architecture licensees for v8 have been looking at markets that hasn’t traditionally served with our own base products and when it gets to market very early as some of the early guys took an architecture license, companies like Cavium, companies like Applied Micro, who really wanted to target the enterprise space, the data center, high end networking which wasn’t where ARM had traditionally played and that was a vehicle to enable them to get into that market using ARM technology. So that’s been a great vehicle for us because it has allowed us to broaden the penetration of the ARM architecture into new markets and we see that as part of our strategy for long term growth.

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In terms of SBSA [ARM Server Base System Architecture covering operating systems from Linux to Microsoft] the main purpose of that work was to accelerate the deployment of SoCs into the data center. The great beauty of our model is that every customer of ours can design a chip that’s different from any other customer and when it comes to enterprise software though there is great benefit in having some of the system architecture that is actually not differentiating, standardized, so it’s easier for software developers to write code that’s going to run on these chips. So SBSA was all about standardizing the right points of the chip to accelerate software development and hence accelerate deployment of real systems. So it’s less so about SoC development as it was about software development. We have seen the uptake of SBSA in the SoC architecture by a number of our licensees. Those chips are coming to market now and with a more clearly defined target architecture for software developers the work to we should see more on deployments in ARM based service sooner. But that’s what that’s all about.

Re: Can you give us an update on the server market? Where are you in terms of the ecosystem? And roughly by when do you think we can see commercial shipments of ARM-based servers? Is that something we can see before the end of this year, or is that likely to be more a 2015 phenomenon?

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So let me just briefly talk about servers, I think progress there is good. We’re starting to see silicon devices, we’re seeing a lot of effort go into software development for ARM based servers. I mean recently as an example we just saw Oracle introduce Java SE, which brings Java to many ARM-based devices and that’s very important technology for servers but again SBSA as a vehicle for accelerating software development, it is also very important and I think we will start to see commercial deployments later this year. I have been saying that sometime I still think that’s on track to happen and we will start to see volume start to take off I think probably next year but I do expect to see commercial deployment this year.

Re: … enterprise networking … since that’s quite a wide market, which goes from low-end stuff, like network interface cards, all the way up to base stations, routers, et cetera., the growth that you’re seeing, where is it coming from? …

ARM in Enterprise Networking:

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On enterprise networking you mentioned there is a whole wide range of end markets that could be targeted and where are we seeing success. It really is across the range, I mean we have been in routers for a long time, more kind of commercial grade. We’re starting to see use of ARM is switches, in base stations, big base stations, small base stations. It really is across the board and in that enterprise space that is something that’s very positive for our blended average royalty rate and we’re seeing effects of that. I mean a lot of the bigger chips that I was saying are using multiple-cores. There are large numbers of Cortex-A15 is being used for example in some of the bigger chips today and that obviously has a positive impact on the royalty rate per chip on average but again given the volumes this is one of those things where every little helps and makes a small change.

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ARM for the Datacenter – Ian Drew [Open Compute Project YouTube channel, Jan 31, 2014]

OCP Summit V – January 29, 2014 – San Jose Convention Center, San Jose, California ARM for the Datacenter – Ian Drew, Chief Marketing Officer, ARM

ARMv8-A Licensee Fact Sheet [April 23, 2014]

ARMv8-A

  • Over 25 companies have licensed ARMv8-A technology
  • Over 40 licenses signed for ARMv8-A technology
  • Qualcomm, NVIDIA, Mediatek and Marvell have announced ARMv8-A chips for mobile devices
  • LG, Rockchip and Samsung have stated their intentions to release ARMv8-A chips for mobile
  • The first 64-bit mobile devices were based on ARM and shipped in 2013
  • ARMv8-A 64-bit kernel and tools are available today

ARMv8-A Public Licensees

  • Altera Altera’s FPGA with an embedded Cortex-A53 processor will be manufactured on Intel 14nm process.
  • AMD AMD’s Opteron A1100 server chips comes in two variants: 4x or 8x Cortex-A57 processors.
  • AMCC AMCC’s X-Gene server chip will feature in HP Moonshot systems this year.
  • Broadcom Broadcom will release a 3Ghz 16nm ARMv8-A chip optimized for Network Function Virtualisation.
  • Cavium Project Thunder SOCs will target the cloud and datacenter markets.
  • Huawei Lead partner on Cortex-A57
  • LG Lead partner on Cortex-A50 family and next-generation Mali GPUs. For LG devices.
  • Marvell Armada PXA 1928 contains a quad-core Cortex-A53 with integrated LTE modem. Sampling Mar 2014.
  • Mediatek MT6732 contains quad-core Cortex-A53 and Mali-T760.
  • Nvidia The 64-bit Tegra K1 contains a dual-core ARMv8-A processor. Mobile and automotive.
  • Rockchip Licensed Cortex-A57 and Cortex-A53 processors. Mobile internet and smart home markets.
  • Samsung Samsung has said its first 64-bit chip for mobile devices will be based on an ARM-designed processor.
  • STMicro The Sti8K range of SOCs for the Digital Home is based on Cortex-A53 and Cortex-A57 technology.
  • Qualcomm Snapdragon 410, 610 and 810 chips contain Cortex-A50 processors; the 810 uses big and little cores.

Accelerating ARMv8-A Powered Server Adoption Through Collaborative Platform Standardization (SBSA) [Jeff Underhill in Smart and Connected Blog of ARM, Jan 29, 2014]

When we saw the very first silicon based on the ARMv8-A architecture appear from ARM partner Applied Micro last year, I said the server world would never be the same again!

And why did I say that? I said it because as a partnership, we’re disrupting the data center market which is now in a period of unprecedented innovation. It may not be obvious but the ARM partnership has been disrupting the data center for years, as the architecture at the heart of the majority of mobile devices and many smart connected devices we’ve been indirectly impacting how hyper scale data centers are architected to address these new classes of cloud and web based workloads.

When the data center is fundamental to operating your business, as opposed to just providing supporting functions, cost savings become extremely important as they directly impact your bottom line. That’s why companies such as Facebook, Google, Twitter, Microsoft, Amazon and many more are laser-focused on reducing their Total Cost of Ownership (TCO). However, early adoption of new innovation must be balanced with deployment and management costs since the ‘T’ in TCO represents ‘Total.’ Standards are fundamental to ensure ease of deployment and cross-platform portability in the data center, and that’s why we’re excited to announce a new foundational specification that we’ve been collaborating on for a while – the Server Base System Architecture (SBSA) specification.

For those of you wanting to jump right in and read the specification you can download it here.

Competition is good; Choice fosters competition

A few years ago several ARM partners set about revisiting server design to better meet these new classes of workloads in a way that would provide the next step function efficiency improvements and, ultimately, TCO. The ARM partnership showed the world what was possible when you challenge convention and empower engineers with innovative, enterprise-grade technology building blocks whose DNA is strongly rooted in the power-efficient mobile world. Collectively we’ve already changed the industry as incumbent players have taken note and adjusted their roadmaps in favor of system-on-chip (SoC) designs.

While we’ve seen initial server success with 32-bit ARMv7 architecture-based solutions from Marvell & Texas Instruments, the arrival of 64-bit ARMv8-A architecture-based solutions marks a significant increase in the number and diversity of solutions. In addition to Applied Micro, AMD, Broadcom and Cavium have all made 64-bit announcements. Choice gives data center operators the opportunity to select best-of-breed solutions that enable them to meet their TCO goals. As a result, there is clear and growing demand for more workload-optimized solutions by a server market that was largely devoid of choice for the past 20+ years. However, as mentioned earlier data center operators are responsible for managing complex environments, and they must balance new technology adoption with any potential complexities (that a heterogeneous environment may bring).

Standards accelerate time-to-market and ease deployment

Imagine for a moment that you have a data center with thousands of existing servers. You may have a single OS running throughout your data center or you may have multiple OS’s, but either way you will likely have a single variant of each OS that deploys across all servers in your data center. Having to adopt a new and unique OS in order to roll out new and innovative hardware is not acceptable. It would quickly become unwieldy to manage and cause significant maintenance overhead (especially managing updates and patch sets to fix major bugs or security issues).

With multiple ARMv8-A architecture-based server solutions coming to market this year, it’s important to ensure that OS, firmware and software developers can rapidly develop and deploy on ARM-based servers, especially since there will be more choice and a broader diversity of solutions. The ARM partnership worked together to help ensure this would be the case when ARMv8-A architecture-based servers became a reality, and this is why the release of the ARM Server Base System Architecture (SBSA) specification is such an important milestone. The SBSA specification has been in development for some time (as evidenced by compliant silicon already existing), and represents close collaboration across the ARM partnership from software companies, OEMs and silicon partners, including: AMD, Applied Micro, Broadcom, Canonical, Cavium, Citrix, Dell, HP, Linaro, Microsoft, Red Hat, SUSE and Texas Instruments.

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A large part of the ARM value proposition stems from a licensing model that empowers partners with technology building blocks on which they can innovate and develop compelling solutions. This means standardization efforts must strike a balance to avoid diluting or eliminating innovation. As owners and stewards of the ARM architecture, we are pleased to collaborate with other industry leaders to drive standards that help strike that balance and enable OS, firmware and software developers to rapidly develop and deploy on ARM-based servers.

The SBSA is a foundational specification that will evolve over time; encompassing additional capabilities such as live migration of virtual machines between different ARMv8-A architecture-based systems. It is a hardware specification that firmware, OS and virtualization companies will use to target a logical progression of platforms to accelerate development and ensure cross-platform portability.

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SBSA standardizes low-level CPU and SoC attributes such as timers, interrupt controllers, watch dog timers, performance counters and also specifies minimum hardware requirements that firmware and OS vendors expect to be present. It stipulates adherence to industry standards for boot devices so that they can be managed in a consistent manner, and requires all hardware be describable or discoverable, to eliminate the need for explicit platform knowledge baked into the OS kernel. In order to provide a logical platform progression over time, the specification defines levels of standardization.  This provides a common language for the ecosystem to describe SoC and software capabilities, and ensure they intersect. In the example below, each level introduces additional requirements and is a superset of the previous level (unless explicitly documented). Silicon vendors are permitted to support capabilities beyond a given level as long as software created for that level is able to run unmodified. OS vendors are able to develop support for multiple levels in a single OS offering, thereby accelerating time-to-market and reducing maintenance by ensuring they can run across all ARMv8-A architecture-based server platforms:

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The ARM partnership has consistently demonstrated its ability to collaborate and address common challenges that benefit the ecosystem at large. Linaro, a not-for-profit engineering organization founded 3.5 years ago, is another great example of this.  More specifically, the Linaro Enterprise Group (LEG) is focused exclusively on the development, test and up streaming of server-specific open source software. Linaro, through close collaboration with the open source community, is helping to implement some of the key software components in support of the SBSA specification. Linaro is also identifying potential areas for additional standardization that will benefit the open source community and improve software development and long-term maintainability. It’s a symbiotic relationship that will help ensure good software support exists in the Linux upstream:

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ARM is excited to reach this important milestone, especially with the support of a vibrant and growing ecosystem, and we also realize there is still much work ahead to achieve the goals we’ve set for ourselves. This year represents an important inflection point for the ARM partnership as ARMv8-A architecture-based server solutions emerge and significantly extend our reach across a broader set of data center workloads representing a much broader market opportunity. The SBSA is the first of multiple specifications we expect to publicly release … so watch this space!

In the meantime, “you are now free to move around the ARM-based server ecosystem!”

ARM Ecosystem Collaborates to Deliver Initial Server Platform Standard [press release, Jan 29, 2014]

Accelerates data center software development for ARM-based servers

Cambridge, UK – 29 January 2014 – ARM® today announced the collaborative development and immediate availability of a platform standard for ARMv8-A based (64-bit) servers, known as the ARM ‘Server Base System Architecture’ (SBSA) specification. This effort included input and support from software companies such as Canonical, Citrix, Linaro, Microsoft, Red Hat and SUSE, and original equipment manufacturers (OEMs) including Dell and HP along with a broad set of silicon partners. This specification provides a framework for the deployment of innovative ARM architecture-based solutions in data center applications, and it will help accelerate software development and enable portability between ARM-based platforms. This specification is focused on aligning the ARM partnership around key system elements; empowering the ecosystem to build differentiated, value-added solutions that accelerate innovation and choice in the marketplace.

Data centers demand standards-based software and hardware offerings to ensure ease of deployment and manageability. Releasing the SBSA specification marks the beginning of a broader standardization activity that will simplify the development and deployment process for the entire developer ecosystem – from silicon to software, and all the way through to end-users. This initiative will accelerate the software ecosystem for ARM-based servers by providing operating system vendors (OSVs) and independent software vendors (ISVs) the ability to deliver technology that addresses the entirety of the ARM server community, featuring a rich, broad set of devices and platforms in a common way.

“As ARM’s data center ecosystem continues its rapid growth, this milestone enables partners to focus on their innovation while building on standards that help simplify their development and accelerate their time-to-market,” said Mike Muller, chief technology officer, ARM. “As owners and stewards of the ARM architecture, we are pleased to collaborate with other industry leaders to drive standards that enable OS, firmware and software developers to rapidly develop and deploy on ARM-based servers.”

“We are extremely pleased to see ARM take these steps, which we believe are very much in line with the principles of the Open Compute Project,” said Frank Frankovsky, president and chairman, Open Compute Project Foundation. “These standardization efforts will help speed adoption of ARM in the datacenter by providing consumers and software developers with the consistency and predictability they require, and by helping increase the pace of innovation in ARM technologies by eliminating gratuitous differentiation in areas like device enumeration and boot process.” Mobility and the Internet of Things (IoT) are driving the rapid adoption of cloud-based services, and data center operators have to adapt to the shifting characteristics of these new workloads. In order to efficiently meet these demands, the industry is seeking a richer choice of targeted solutions where software portability and standardization are key deployment considerations.

ARM Partner Quotes

AMD:
“Adopting industry standards and defining base platforms are essential for creating a healthy ARM-based 64-bit server ecosystem,” said Dr. Leendert van Doorn, corporate fellow and corporate vice president, AMD. “AMD is excited to have worked with ARM on the Server Base System Architecture requirements, and the public release of this specification will accelerate the adoption of ARM-based 64-bit servers.”

AppliedMicro:
“With X-Gene as the first product in the industry to be SBSA compliant, AppliedMicro is in full support of the ARM server standardization efforts,” said Dr. Paramesh Gopi, president and chief executive officer, AppliedMicro. “Bringing together OS vendors, server OEMs and silicon providers to work cohesively is providing a fully inter-operable standard platform at the same time fostering innovation resulting in compelling server solutions.”

Broadcom:
“Broadcom strongly believes in the value of standardization and ensuring software interoperability for the long-term success of the 64-bit ARM architecture,” said Ron Jankov, senior vice president and general manager, Processors and Wireless Infrastructure, Broadcom. “With the ARM 64-bit architecture, Broadcom is uniquely positioned to provide leadership in the 64-bit ARM ecosystem with server-class CPUs, best-in-class hardware acceleration, and data-center networking expertise.”

Canonical:
“ARM-based servers have the potential to transform the datacenter ecosystem back into a dynamic, innovative market,” said Christian Reis, vice president, Hyperscale Computing, Canonical. “We see the SBSA effort removing barriers to adoption by providing a framework for system implementation that any technology supplier can easily understand and follow. Canonical fully supports this effort and is committed to SBSA compliance for our Ubuntu Server product family.”

Cavium:
“Cavium’s Project Thunder will provide a family of multicore ARMv8 64-bit server-class processors for the cloud and data centers,” said Gopal Hegde, vice president and general manager, Data Center Processor Group, Cavium. “Working closely with ARM and the ecosystem, the Thunder product offering will provide a comprehensive workload optimized portfolio solution that will be interoperable across multiple management and orchestration standards. We applaud ARM’s leadership in spearheading the Server Platform Standard that will accelerate the adoption of the ARM architecture in the data center and cloud environment.”

My insert here: CAVIUM 64bit SoCs for Base Stations at MWC 2014 [Charbax YouTube channel, Feb 28, 2014]

Cavium talks about and shows their latest enterprise, data center, wired and wireless networking OCTEON and OCTEON Fusion SoCs based on ARMv8 64bit and MIPS, making customized optimized core designs for each in use for cloud servers and base stations among other. CAVIUM claims that their ARMv8 64bit enterprise/server design, due to be released later this year, provides more performance at lower power consumption than Intel´s x86.

Citrix:
“Citrix is the cloud company that enables mobile workstyles. Citrix is committed to open standards and has been recently engaged in the Server Base System Architecture discussion. We see the publication of the document as a positive move for the industry,” said Ahmed Sallam, vice president and chief technology officer, Hardware, Security, Emerging Solutions and IP, Citrix Systems. “The SBSA will foster the ARM-based server ecosystem and will act as a foundation for the coming years. Citrix will remain engaged in SBSA discussions and we will continue to provide our input based on what benefits our industry, partners and customers.”

DELL:
“Open and standards-based technologies have been a cornerstone of Dell’s philosophy for 30 years,” said Brian Payne, executive director of server solutions for Dell. “As multiple ARMv8 server system-on-chips become available, it’s important that we can effectively deliver new innovations and freedom of choice to our customers. A well-defined, standards-based platform is instrumental in providing OS portability and a familiar user experience to our customers seeking to deploy these new classes of server offerings. We are pleased with the progress the ARM ecosystem has made towards achieving this significant goal.”

HP:
“HP has supported ARM’s standardization effort since its inception, recognizing the benefits of an extensible platform with value-added features,” said Dong Wei, HP fellow. “With the new SBSA specification, we are able to establish a simplified baseline for deploying ARM-based solutions and look forward to future HP products based on the ARM architecture.”

Linaro:
“The ARM architecture and business model is unique in enabling rapid innovation from multiple ARM licensees. Many companies are now building innovative and differentiated solutions for the next generation low-power data center,” said David Rusling, chief technical officer, Linaro. “ARM’s SBSA is a critical component of enabling technology to standardize the common part of these solutions, and we look forward to working with ARM and ARM’s licensees on utilizing this technology to accelerate the deployment of a broad range of ARMv8-based server products.”

Red Hat:
“Today’s announcement of ARM Server Base System Architecture (SBSA) underscores the importance of having standards for the successful adoption and deployment of modern computer architectures, such as ARMv8,” said Jon Masters, Chief ARM Architect, Red Hat. “Red Hat’s support for standards via our participation in the Linaro Enterprise Group, our unique insight as the world’s leading supplier of Open Source server technologies and the collaborative ecosystem effort led by ARM, has enabled us to contribute to the creation of a unified common platform capable of supporting the ARM Architecture at Hyperscale”.

SUSE:
“SUSE has worked on and supported development around ARM processors for several years, and we anticipate ARM processor adoption in cloud, big data and high-performance computing applications,” said Ralf Flaxa, vice president of engineering, SUSE. “SUSE welcomes the SBSA standardization efforts and is proud to contribute to the server platform standard’s development. As the market emerges, this standard will become a key factor determining success in the enterprise ecosystem, and we look forward to working with platforms that implement it.”

Texas Instruments:
“As an early innovator of unique server-grade KeyStone SoCs that combine digital signal processors, ARM Cortex processors, packet processing, security acceleration and Ethernet switching, TI applauds the ARM ecosystem for its collaboration on delivering the SBSA specification, ” said Bill Mills, chief technologist for open source, Texas Instruments. “Standardizations, such as SBSA, enable software simplification without impacting the innovation our heterogeneous compute elements bring to high-performance compute customers.”

To download a copy of the Server Base System Architecture specification, go to: http://infocenter.arm.com/help/index.jsp?topic=/com.arm.doc.den0029/index.html.

SBSA: The Right Level of Server Standardization [Ian Ferguson on Smart and Connected Blog of ARM, Jan 29, 2014]

At the January Facebook OpenCompute Project event in San Jose, ARM announced the public release of the system base architecture specification (SBSA). Jeff Underhill [see earlier] has gone into some detail in his blog about the details included in this document. As one of the renegades that started the ARM server program several years ago, I felt it appropriate to share some thoughts as to why Jeff and I initiated this work and how it fits into the server program that ARM and its partners are feverously working on.

About a year ago, I moved out of the server marketing program to lead a number of other vertical market initiatives. I have continued to monitor (some may say I have “separation anxiety issues”) the excellent progress being made by those that have taken over the reins, including Lakshmi Mandyam who now leads this initiative.

In any market initiative, the success of ARM technology is achieved by finding the right balance between standardization and innovation. Standardization enables a software ecosystem to coalesce. To quote my business friend Frank Frankovsky, the pioneer and visonary behing the OpenCompute Project at Facebook, we need to avoid “gratuitous differentiation”; namely differences between devices that offer limited differentiation at the platform level yet cause challenge for the software ecosystem. Innovation enables silicon partners to integrate functionality that will provide specific benefits for the particular application or a set of applications. This approach encourages multiple companies to enter a particular application, giving end users and platform builders a choice of solutions from which to select. Competition is good. The pace of innovation continues at an incredible pace.

From the outset, the goal of server initiative was to bring the level of innovation seen in the mobile world to a market devoid of disruption and change for so long. This sounds easy. However achieving this balance is challenging, especially as ARM’s model is to agree on these specifications with a consensus driven culture across the partnership as opposed to mandating and imposing a particular direction. It is important for our partners to feel there are areas of system functionality that they can implement while remaining compliant with the SBSA. A reader of this specification will soon realize that the document does not prescribe the functionality of an ARM based server down at the connector or form factor level. To this end, Jeff Underhill started this standardization work when I was leading the server initiative. It is fantastic to see it coming into the public domain today.

As the press release indicates, a number of companies have come together to work on this specification. Beyond the companies that have made public announcements about their activities in the ARM server domain, little should be implied about commitments by the companies list here to build ARM products for this domain. Merely that through partnership, there is a “recipe” for ensuring a 64-bit server operating system will boot in a standard way irrespective of the ARMv8-based SoC that a platform is based on.

As I mentioned above, ARM believes that it is important to have many silicon partners pursuing a specific application domain. It fuels innovation and enables companies further down the value chain to select the device that best meets their requirements. The emergence of cloud computing has changed the mix of compute, memory and IO in the workloads. I expect this to change even more with the plethora of connected sensors that will start to communicate with hosted services. As Mike Muller, ARM’s CTO states, “Big Data starts with Little Data”. When it comes to infrastructure equipment, one size does not fit all. As many press and market analysts observed, Calxeda ceased operations last month. Calxeda was a strong pioneer in this domain and it is disappointing to seem them close their doors. That said, as evidenced at OCP with the product announcement by AMD of their Opteron™ A1100 Series based on the Cortex-A57 processor and the demonstrations of the X-Gene product in platforms by Applied Micro, there are several others rising up to carry the torch. I expect other semiconductor companies that have publically declared their intent to pursue this domain such as Broadcom & Cavium to share progress updates in the coming months and quarters.

It is perfectly fair (and indeed natural) for some industry analysts, end customers and system builders to remain skeptical. It is down to the ARM Ecosystem to demonstrate the benefits promised for server applications to shift the opinions of the doubters. Icebergs have about 90% of their mass under the surface. Just like the SBSA announcement did today, additional elements of the program will start to rise above the surface and become visible in the public domain in the coming months and years that will also help crystalize the direction of the program. I remain incredibly confident of the value proposition and the vector on which ARM and its partners are headed.

OCP Summit V 2014 kicks off the year of ARM servers [Lakshmi Mandyamon Smart and Connected Blog of ARM, Feb 15, 2014]

The last week in January was a great week for the ARM server ecosystem and we had a great week at the Open Compute Project (OCP) Summit. My OCP summit week started with an interview with my friends at ‘theCUBE’ lakshmi mandyan – YouTube. We talked about how much OCP summit had grown with attendance almost doubling from 2013 to 2014. The other conversation we had was about how OCP summit was creating a voice for “hobbyists” or the “maker movement”. Well at ARM we have been feeding the maker movement across the spectrum right from our Cortex M0 based MBED to Arduino to Rasberry Pi and now with some of the OCP platforms that were announced at the show from partners like AMD and Applied Micro the momentum continues.

The morning of OCP summit featured a “group hug” in the guise of AMD, Applied Micro and Intel all going one after the other with keynotes. Andrew Feldman of AMD delivered a great presentation on how the world has changed and the implications that change has for the data center Disruptive Technologies for the Datacenter – Andrew Feldman – YouTube he also announced that the Opteron A1100 chip, featuring 8 Cortex-A57 processors and a plethora of other integration, will be sampling in March and that they made an OCP contribution based on this processor.

Paramesh Gopi CEO of Applied Micro also shared his vision on where the X-GENE product line is evolving [with next gen X-Gene and X-Weave] to with FinFet, 16+ cores [on a die], RDMA over Converged Ethernet (RoCE [240G I/O]) continuing to drive higher integration that will drive down TCO Paramesh Gopi, Applied Micro – YouTube

OCP Summit V – January 28, 2014 – San Jose Convention Center, San Jose, California Paramesh Gopi, Applied Micro

On day2 our CMO Ian Drew delivered a great key note titled “ARM in the Data Center”  ARM for the Datacenter – Ian Drew – YouTube [was included earlier into this post] where he announced the collaborative creation and public release of the Server Base System Architecture (SBSA). My colleagues Jeff Underhill and Ian Ferguson have already blogged about that announcement in detail the links to their blogs can be found here and here respectively.

There were several articles published about the SBSA launch. A couple of my favorite quotes were:

    • “We can only applaud these efforts: it will eliminate a lot of useless time investments, lower costs and help make ARM partners a real option in servers. With the expected launch of many ARM Cortex-A57 based server SoCs this year, it looks like 2014 can be a breakthrough year for ARM servers.” – Johan De Gelas, AnandTech
    • “The more powerful, 64-bit designs are a threat to Intel Corp., which controls more than 95 percent of the market for chips in servers that use personal-computer processors. ARM, whose designs are found in chips that run Apple Inc.’s iPhone and iPad, is betting that the regulated designs will be cheaper to use and create a wider market for the chips.” – Amy Thomson, Bloomberg News

During the fireside chat following Ian’s keynote, Marc Andreessen was bullish on ARM in the Data Center http://youtu.be/O-gENvy0F-w . He shared how he believed that the cost burden that data centers were under was demanding a broader supply chain including players in the current smartphone supply chain. He talked about the grand unification of the data center and smart phone supply chain and how ARM based chips would be the first case study.

The momentum has continued beyond OCP summit. Dell was one of the first OEM partners for ARM when they announced their Dell Copper platform. They are continuing to invest in ARM programs, a great example being the recently announced proof of concept with Applied Micro for Hyperscale development Dell offers 64-bit ARM microserver proof-of-concept for hyperscale on the heels of Open Compute Summit momentum – Dell4… .

Last week I was doing a number of press and analyst briefings in Europe with our partner AMD on their announcement and people are clearly excited about the history AMD brings to the ARM party in terms of being a credible vendor of server technologies. It has also been fun watching them share their story about why ARM will win in the long run!
2014 is the year of ARM servers!

Leading PC vendors of the past: Go enterprise or die!

Nov 5, 2013: Acer Chairman and CEO J.T. Wang Tenders Resignation

… J.T. Wang, chairman and CEO of Acer, said, “Acer encountered many complicated and harsh challenges in the past few years. With the consecutive poor financial results, it is time for me to hand over the responsibility to a new leadership team to path the way for a new era.” …

What I found after carefully analyzing the above outcome is summarized in the titles of the detailed sections of this post:

  1. To be great only for consumers was not enough to survive
  2. Taiwan is still confused
  3. How Acer’s “new strategy” that has been in place since April 1, 2011 came to an end
  4. The road which lead to Acer downfall


1. To be great only for consumers was not enough to survive

THE LATEST EPISODES showing what was great from a general consumer point of view but not enough by far from enterprise point of view:

We would all like to be a touch smarter, a touch cooler, a touch classier, and a touch simpler… With Acer it is possible, explore beyond limits with our touch & type products.
IFA BERLIN 2013. For the those who missed the latest designed ‘Touch’ innovations from Acer. The Iconia A3: 10.1″ display with wide viewing angle and immersive sound. The Aspire R7: Award wining designed for touch notebook with active pen. The Liquid S2: Full HD 6″ display with 4K recording.
Highlights from Acer’s Computex Global Press Conference, product booth, and Tiësto party
See what happended during Acer’s Global Press Conference in New York City on May 3rd, 2013. Redefining the computing experience.

AcerCloud™ – Be Free! [Acer YouTube channel, Oct 23, 2012]

AcerCloud lets you access your photos, music, videos and documents wirelessly and simultaneously on all devices anytime and anywhere – it enriches your life with more freedom! See how AcerCloud saves Roy from Major embarrassment! -http://bit.ly/AcerCloud

AND BACK THEN: May 9, 2011: Interview [AllThingsD]: Ousted Acer CEO Gianfranco Lanci Talks About His Departure

… Lanci said he was pushing the company to become more mobile-focused and more global. Acer, he said, needed to look beyond Taiwan as the world shifted to one in which Intel and Microsoft had less power and computer makers needed to do more work for themselves. … “The real major issue was doing that in Taiwan, this was not possible,” Lanci said. “We needed to go outside Taiwan, be it China or India or even the U.S. or Europe, wherever you can find software resources, software know-how.”

What Lanci wanted to move beyond:

Some highlights of the Acer Global Press Conference held in New York on November 23, 2010. Clear.fi, the Acer media sharing system, evolves with the introduction of some brand new products. Iconia, dual screen device, offers an entirely new touch experience, the new tablets ensure HD entertainment and Alive, the next generation content store, provides users with content tailored to their personal interests.
Dual-screen, multi-touch: ICONIA is the new 14-inches tablet that incorporates the best features of any notebook or tablet device and much more! Thanks to its innovative concept ICONIA was the proud winner of the ‘Last Gadget Standing’ competition at CES 2011, Las Vegas. Welcome to a brand new computing and touch experience!
Take a closer look at liquid mini, the compact and stylish Acer smartphone that packs maximum possibilities in a minimum size. Discover how many features are enclosed in this charming Android smartphone: multi-touch display, 5 megapixels camera, Acer’s exclusive Social Jogger app that integrates updates from your social network accounts into one feed… and much more!
At Mobile World Congress in Barcelona the new Acer Iconia Tab family was officially introduced: see here the Iconia Tab A500, with a 10.1 display and Android OS, Iconia Tab A100, 7″ display with Android, and Iconia Tab W500, with 10.1″ display and Windows OS.
NY Global Press Conference, November 23rd, 2010 – Iconia, the outstanding Acer’s dual screen device with all-point multi touch functionality, and the 10.1″ Windows tablet, completely touch screen but also equipped with a docking device that includes a keyboard, introduced by Jim Wong, Senior Corporate Vice President, Acer Group, President ITGO, Acer Inc.
NY Global Press Conference, November 23rd, 2010 – Enter into the world of Clear.fi: the smartest way to enjoy multimedia at home. Jim Wong, Senior Corporate Vice President, Acer Group, President ITGO, Acer Inc., explains that contents stored on any Clear.fi enabled devices can be shared seamlessly with the other devices using the same interface. Take also a look to the new 10.1″ tablet that ensure powerful performances, the 7″ tablet, ideal on the go, and, finally, the 4.8″phone that is a real mini tablet!

 

The Acer Group is the culmination of years of innovation and change. We have become the global group we are today by adhering to the values and principles we established at our foundation. The language of these values may have changed, but our respect for and dedication to them has not.

ACER GROUP CORE VALUES:

The way we must act:
(1) Innovative
(2) Fast
(3) Effective

The pillars on which we must base our actions:

(1) Value Creating
(2) Customer-centric
(3) Ethical
(4) Caring

THE ACER GROUP’S MISSION:

User-friendly technology makes all the difference in today’s world. Indeed, the innovation and breakthroughs that technology brings can change the course of history.” With this introduction, the Acer Chairman delivers a clear message of the responsibilities and opportunities that technology can provide. Breaking down the barriers between people and technology is not an isolated event. It’s an ongoing process that unlocks our potential to bring innovation to life and embrace the challenges of the future.

As Acer continues to break down barriers, we have the real possibility to make a difference to the world we live in.
J. T. Wang
Chairman, Acer Inc.

 

Lanci, who was replaced as CEO in March, said that the interests that control Acer were worried that his plan would lead to a de-Taiwanization of the company.

“I said, ‘Look, it is not de-Taiwanization,’” he said. “It is just globalization. If we want to be in the top three (PC makers) in the next three to five years, we need to be a global company and we need to leverage resources wherever they are.”

Although today’s tablets are a consumer phenomenon, Lanci said the push by Microsoft to deliver Windows on ARM-based chips will help the devices move solidly into the business domain.

“You can easily think about a tablet thin and light, like the current iPad 2,” he said, but offering everything that the PC offers as well. However, he said that Acer needed to do more to prepare for that world. In addition to boosting its own software capabilities, he said the company needed a different relationship with chipmakers. The PC world, he said, was one of buying and selling components, with pricing and availability based solely on volume. The mobile world, he said, is based on close partnerships and strategic alliances.

As for who is doing things right, Apple is clearly winning, but there are others also making moves to adjust for the shifting world.

“I see Samsung is probably doing the right thing,” he said. “HP, maybe. It depends what they are going to do with software and with WebOS.”

However, he said much of the PC industry is in a similar position where Acer was.

So with Acer Chairman and CEO J.T. Wang Tenders Resignation as the result of Acer Q3’13 Financial Results: Consolidated Revenue NT$92.15B (US$3.11B), Operating Loss NT$2.57B (US$86.61M), Intangible Asset Impairment NT$9.94B (US$335.13M) leading PC vendors of the past should take advice from Dell Goes Private: 8 Things To Expect [InformationWeek, Nov 4, 2013]

Dell CEO Michael Dell took the company private to gain more independence from Wall Street investors. Now that the buyout’s cleared, what moves can customers expect?

After eight months of maneuvering, Dell CEO and founder Michael Dell has finally taken the company private. Dell executives remained tightlipped about the buyout as the process wore on, and as the flailing PC market continued to punish the company’s margins. But now that Dell has officially delisted, many of its enterprise customers no doubt are asking the question: How will this affect me?

Many have probably been asking the question for months. Activist investors such as Carl Icahn at times appeared to have the upper hand against Michael Dell. It seemed plausible at points that the founder might be ousted from his own company, or that pieces of the company might be sold off.

And even after it became clear Michael Dell would prevail, questions still remained. Observers widely interpreted that Dell didn’t want the burden of Wall Street’s quarterly scrutiny; after all, it’s hard to invest in new enterprise services when shareholders are howling about PC profits every three months. But now that Dell has rid himself of investor pressure, the question still remains: What will he do with his new flexibility, and how will it help customers?

Dell North America President PH Ferrand spoke withInformationWeek about Dell’s strategy as a privately held company. Here are eight takeaways from the conversation.

1. Dell can make investments as a private company that it couldn’t make as a public company.

Ferrand affirmed one of the buyout process’s dominant narratives: that from Dell’s perspective, Wall Street was more trouble than it was worth. Ferrand said going private will give the company more flexibility. It “might not have been obvious to investors” when the company needed to double down on investments, he said.

2. Dell sees no reason to make a smartphone but will continue to make PCs.

“Very few players make money [selling smartphones],” Ferrand said. “We don’t feel we have to be in the space.”

That’s consistent with what Michael Dell told InformationWeek last year at Dell World. But many of the device manufacturers with which Dell competes have started positioning smartphones as a gateway to consumer sales and BYOD business. Microsoft’s purchase of Nokia’s device business is a notable example. Execs at HP, another company struggling to adjust to the mobile world, have repeatedly indicated that a smartphone is coming.

Why is Dell still resisting the trend? “The IT market is a $3 trillion business and we are about 2% of that,” Ferrand said. “We don’t need to have phones to get to 3% or 4%.”

Even so, Ferrand said Dell remains committed to PCs and intends to become a leader in the commercial tablet space. He said he can’t rule out a Dell smartphone eventually but predicted that in the meantime, people will soon stop differentiating between tablets and computers; instead, they’ll simply talk broadly about mobile devices. If this revolution in user behavior happens, Dell hopes its Venue 11 Pro tablet will be one of the devices that gets it started; a “three-in-one” device, it attaches to a keyboard to become a laptop and docks to an external monitor to become a desktop replacement.

3. Dell will focus on the hybrid cloud.

Ferrand highlighted hybrid cloud services as a market on which Dell will focus, and which Dell sees as ripe for growth. “We want to dominate hybrid,” he said, explaining that customers want a company that will allow them to be flexible with their data. Customers want to move applications between private and public clouds as they see fit, and they want security from outages and data leaks, he said. He cited some of the investments Dell has already made to fulfill these needs, such as its acquisition of Gale, a company that makes cloud automation tools.

But he said direct relationships with customers would be one of Dell’s defining traits as it builds its cloud business. With competitors such as HP, Microsoft, IBM and others occupying the same space, Dell hopes it can stand out not only with its products but also by serving as a “trusted advisor” for its customers.

4. Dell wants to enable IT to manage BYOD and fragmented workplaces.

Ferrand said device choice has become a smaller part of Dell’s conversations with customers. The reason? Dell’s cloud, virtualization and device management products allow companies to employ applications to whomever needs them, regardless of what kind device the person is using.

“Connecting devices” will be one of Dell’s core competencies as a private company, Ferrand said, and it will involve a variety of products from the company’s existing portfolio, from Wyse technologies for thin clients, to KACE products for management and deployment, to Credent technologies for added security. Device management tools and virtual desktop products are fairly common, but Dell hopes the breadth of its offerings can help it to stand out. This “one-stop shop” mentality plays in the “trusted advisor” persona noted above. Ferrand said the attitude would apply to all Dell’s businesses.

5. Dell will invest in next-gen data center technologies and big-data products.

Ferrand also said Dell would continue to focus on next-generation data center products and big-data applications. The company has already achieved some early momentum with its Active System line ofconverged infrastructure products, as well as its hyperscale servers built around energy-efficient ARM processors. But for both these data centers products and its emerging analytics tools to stand out in the crowded market, Dell will need to continue showing that its software assets are starting to coalesce. The company spent several years acquiring software patents and expertise, but Dell’s success will rely on integrating all of the technologies at the right price and pace.

6. Dell will increase its international sales coverage.

U.S. customers currently account for an inordinate amount of Dell’s business but the company believes emerging markets will be central to its long-term success. Ferrand said the company will continue to participate heavily with channel partners but will also expand its fleet of direct sales representatives throughout the world.

7. Dell will continue to focus on the middle market.

As its enterprise portfolio has expanded, Dell has tried to carve out a niche by delivering enterprise-class resources to SMBs and mid-market customers. Ferrand said Dell will continue this strategy as a private company partly because the middle market contains the largest group of potential customers. But he said this focus also enables Dell to design more flexible products. It’s easier to scale up a mid-market architecture than to affordably repackage one designed for large companies, he said.

8. Dell will execute moves more quickly than in the past.

Ferrand didn’t offer any hints regarding big moves Dell might be planning — such as another major acquisition, or some kind of new product launch. But he said customers can expect Dell to quicken the pace of innovation. As a publicly-traded corporation, the company faced a variety of hurdles in making aggressive moves. But with Michael Dell now securely in the driver’s seat, Ferrand said changes will unroll much more quickly.


2. Taiwan is still confused:

China Times: China’s Internet phenomenon sends warning to Taiwan [Focus Taiwan, Nov 6, 2013]

MomentCam, a mobile app that transforms pictures into cartoons, has quickly shot to popularity since its launch on Aug. 31, drawing 18.24 million users over the past two months.

The Chinese company that developed the app, founded by Ren Xiaoqing, has obtained new investment of 30 million Chinese yuan since the app hit the market.

The success story marks the rise of yet another Chinese Internet entrepreneur after Ma Huateng of Tencent Inc., Jack Ma of Alibaba Group, Yao Jinbo of 58.com Inc., and Zhuang Chenchao of qunar.com.

China’s booming Internet sector stands in sharp contrast to the situation in Taiwan, where the country’s star ICT industry has been losing its luster and the economy remains sluggish.

Taiwan’s ICT companies have hit a bottleneck because they have failed to reposition themselves from contract manufacturers to technology developers. In order to rescue the ICT industry, it is crucial for Taiwan to take part in the thriving Internet economy.

Google Inc. has seen its share price soar from US$85 to over US$1,000 within the nine years since it was launched in 2004, and it currently has a market value of US$338 billion. The market capitalization of Facebook, meanwhile, has reached 1.3 times that of Taiwan Semiconductor Manufacturing Co. — the world’s largest contract chip maker.

Taiwan’s ICT companies must not continue to confine themselves to the contract manufacturing market. The government should promote an alliance between the ICT industries of Taiwan and China and remove the current restrictions on the flows of information, talent and capital across the Taiwan Strait to salvage Taiwan’s dying economy. (Editorial abstract — Nov. 6, 2013)

MomentCam app, China’s latest overnight sensation [WantChinaTimes.com, Nov 6, 2013]

imageThree cartoon portraits made with the MomentCam app. (Internet Photo)
A smartphone application that converts pictures of the user into cute cartoon characters has become a hit overnight in China, with the number of subscribers topping 20 million in the fourth months after its launch.
The application, called MomentCam in English — a phonetic rendering of the Chinese which means “magic manga camera,” rose to the top of the free apps category on the Apple online store in China in just three days and notched a record 3.25 million subscribers a day. On the back of its rapid success, it recently attracted a 10 million yuan (US$1.64 million) loan.
The software was created by two young people, Ren Xiaoqing and Huang Guangming, both members of the Dark Horse Development Camp, a platform dedicated to startups.
Ren Xiaoqian, a fine-arts major, conceived of the idea when working as a souvenir designer for Walmart in the US in 2006. “A popular [design] for Walmart back then was planting a human face on the body of a cartoon character, although the effect was quite ugly as well as the dark background. This gave me the idea to render photographs of people in a cartoony comic style, believing that it would be even more popular,” Ren said.
In 2008, she encountered Huang Guangming, then a manager at Microsoft, and they decided to combine their respective expertise in the fields of fine art and computing by returning to China to found a startup.
The company initially dedicated itself to the production of custom-made cartoon souvenirs for some major local companies before Ren decided to switch to online business entirely due to the ceiling for offline products and her dislike of the need to entertain clients to drum up business.
From a slow start, the MomentCam app suddenly became a hit overnight. “We were not mentally prepared for the phenomenal growth of subscribers,” Ren admitted. The number of downloads topped 1 million in one month and 10 million in three months as people became aware of the software, which converts a photograph of a human into a cartoon figure in the space of a few seconds.
Ren said the challenge now is how to maintain the number of subscribers to avoid it becoming a short-lived fad, a fate that has befallen a great many applications in China.

Windows 8.1 tablet sales 20-30% below expectations [DIGITIMES, Oct 31, 2013]

Channel retailers are seeing their Windows 8.1-based tablet sales in October 20-30% below than their original expectations, despite strong price/performance ratios.

Asustek Computer’s recently released Transformer Book T100 is priced at US$349 for a 32GB model and US$399 for 64GB and after bundling with telecom services, the 64GB model’s price drops from NT$12,900 (US$438) to NT$5,000-6,000 in Taiwan.

Sources from channel retailers pointed out that the weakening Windows 8.1 tablet demand is due to competition from PC and Android-based tablets. Most of these products have received price cuts after the release of Windows 8.1-based 2-in-1 devices.

Since Windows 8.1-based tablets are starting to face problems similar to those of previous Windows-based models, the sources are concerned that inventory issues may rise again in 2014.

So far, channel retailers have not yet received any word about price cuts from brand vendors, but some retailers expect Windows 8.1 tablets to receive over 20% discounts in December for the year-end shopping season.

Dell expected to overtake Acer to become third-largest notebook vendor in 2014, say Taiwan makers [DIGITIMES, Sept 17, 2013]

Microsoft’s ending Windows XP technical support in April 2014 has triggered growing replacement of business-use notebooks, and this is expected to significantly benefit Dell because Dell has more focus on business-use modes than other notebook vendors, according to Taiwan-based supply chain makers. Consequently, Dell is expected to surpass Acer to become the global third-largest notebook vendor in 2014.

Notebook vendors normally do not rely on business-use models for volume shipments mainly because sales are subject to the government sector’s and enterprises’ procurement scheduling, the sources indicated. But while demand for consumer notebooks has been shrinking due to competition from tablets and smartphones, business-use models have become the main source of growth for notebook vendors, the sources said.

Dell is expected to continue to focus on the business-use market segment, especially after its privatization, the sources noted. Dell shipped 9.285 million notebooks globally in the first half of 2013, ranking fourth next to Acer’s shipments of 9.814 million units, the sources cited IDC statistics as indicating.

Commentary: Suppliers need to prepare for Dell strategy change [DIGITIMES, Sept 27, 2013]

As Dell is expected to become privatized, Taiwan’s upstream component suppliers may need to start preparing for the US vendor’s business reorganization.
Michael Dell previously said that the company will accelerate its reorganization after becoming privatized and though the PC business will not be abandoned, it will surely no longer be the major focus of the US vendor.
Dell’s financial report for the second quarter showed that the company still had about 33% of profits coming from computing-related product lines including desktops, notebooks and tablets. However, as the PC industry continues to decline, placing less emphasis on the PC business is a path Dell is likely to take in order to achieve growth in the future.
The PC industry has already been shrinking for two consecutive years and is expected to continue declining in 2014. Although Wintel has been aggressively releasing new products and cutting prices, it has been unable to stimulate PC demand. This is a clear indication that the industry has already entered the decline stage and users may only replace their PC products when they are no long functional.
PCs still have low penetration in emerging markets, but as consumers of these markets are also having high interest in smartphones and tablets, the PC industry is unlikely to return to a growth track through these markets.
With the integration between software and hardware becoming a new trend of the IT market, upstream suppliers may also need to start preparing for Dell’s future strategy of combining software design with hardware products.

Dell optimistic about Windows 8.1 for enterprise PCs [DIGITIMES, Aug 29, 2013]

As Microsoft is ready to release Windows 8.1 on October 18, Jeff Clarke, Dell’s vice chairman and president of Global Operations and End User Computing Solutions, has expressed his optimism about the operating system. Compared to Android and iOS, Windows’ security and management abilities will allow the OS to become the top pick of the enterprise PC industry, Clarke noted.

Although Clarke has mentioned that Dell is planning to release several Windows-based tablets in the second half, he has not provided much detail for the related plans.

However, sources from the upstream supply chain has revealed that Dell is currently planning to release an 8-inch Windows-based tablet in the second half, targeting mainly the enterprise market.

In addition, Dell is also considering releasing a 10.6-inch Windows tablet, adopting either a Core i or an Atom processor, the sources added.

Dell aims to strengthen software businesses in Greater China [DIGITIMES, June 24, 2013]

Dell has set up four major departments, End-User Computing, Enterprise Solutions Group (ESG), Dell Software Group (DSG) and Services, and plans to strengthen businesses in Greater China in 2013.
The DSG was established earlier in 2013, while the Service department was formed only three years ago. With the four departments, Dell is able to push complete solutions as well as increase service consulting for its clients in Greater China.
Dell has been acquiring solution providers in the market since 2010 and has acquired players such as Kace, SonicWall and Quest. Thanks to the acquisitions, Dell Taiwan’s software solution business currently has over one thousand clients that are using its solution services including datacenter, cloud computing, information and data management, mobile office management and security and data protection.
Currently, Dell has about 40-50 service consultants for the Greater China region and is currently hiring more to support demand from the information and data management service sectors.
Dell Taiwan president Terence Liao pointed out that Dell’s global revenues in 2012 were about US$50 billion and the software segment contributed about US$1.5 billion. Since Dell Taiwan’s software business also shared a similar proportion, it shows that the software business has already become a focus at Dell.
In the future, Liao expects Dell Taiwan’s sales growth to be driven mainly by cloud computing and security and data protection services, and therefore will offer promotions to push the two services in the channel.


3. How Acer’s “new strategy” that has been in place since April 1, 2011 came to an end:

FOCUS TAIWAN – CNA ENGLISH NEWS:

May 8, 2013: Acer forecasts shipment growth in Q2 (update)

Taiwanese computer maker Acer Inc. said Wednesday that it is aiming for single-digit growth in shipments in the current quarter after returning to profitability in the first quarter.
Acer Corporate President Jim Wong told an investor conference that he expects shipments of Acer’s notebooks, netbooks and tablets to remain flat or increase by up to 5 percent in the second quarter.
The company said its total PC shipments fell 11 percent sequentially in the first quarter, but it did not disclose the actual number of units shipped.
According to data compiled by research firm International Data Corp. (IDC), Acer shipments plunged 31.3 percent year-on-year to 6.15 million units in the first quarter, well below the industry’s average of a 13.9 percent decline.
Wong said touch-enabled notebooks are expected to account for about 25 percent of Acer’s total notebook shipments in the second quarter, and that the ratio is likely to hit 30 to 35 percent by the end of the year.
J.T. Wang, Acer’s chairman and chief executive officer, said his company plans to break even in the second quarter, when the shipping quantity of its touch notebooks is expected to double those shipped in the first quarter.
He said Acer will continue to make more efforts in customer-centric designs and marketing to help the company regain growth momentum in the next decade.
“Our approach is to focus on driving valuable growth that is profitable and enhances Acer brand value,” Wang said.
The company’s operating margin in the quarter was 0.03 percent, and it had consolidated revenue of NT$91.7 billion (US$3.08 billion), down 9.4 percent from the previous quarter due to seasonal factors.
The company’s first quarter net income was NT$515 million, or NT$0.19 per share, derived mainly from non-operating income such as foreign exchange gains and the disposal of stock.
Acer’s operating income was NT$29 million, compared with an operating loss of NT$3.37 billion in the fourth quarter of last year that included a NT$3.5 billion intangible asset impairment charge for the loss in value of its rights to four trademarks.
Acer unveiled a series of Windows 8-based laptops and tablets in New York on May 3 in a bid to boost shipments and strengthen its bottom line, but the company is still struggling to cope with weak PC demand and strong competition from other brands.
Kirk Yang, a Hong Kong-based analyst at British banking group Barclays Plc, said Acer’s operating margin of 0.03 percent was much lower than his forecast of 0.18 percent and a consensus estimate of 0.17 percent by Bloomberg.
“We expect Acer to guide revenue to grow by single digits sequentially, after posting quarter-on-quarter revenue contraction for five quarters in a row,” Yang said in a note to clients before the investor meeting.
“However, we estimate that Acer’s operating margin in the second quarter of 2013 will not see any meaningful recovery due to weakening global PC demand and more low-priced tablet PC shipments in the mix,” he wrote.
Barclays forecast that Acer’s sales revenue will grow 4.8 percent for the whole of 2013, with its operating margin improved to 0.8 percent. It maintained an “equal-weight” rating and a target price of NT$24 on the stock.
Acer shares closed up 2.26 percent at NT$24.85 before the announcement of the quarterly results.

August 8, 2013: Acer aiming to break even in Q3

Taiwanese computer maker Acer Inc. said Thursday it expects to break even or record a small operating loss in the third quarter of 2013, despite its disappointing results in the previous quarter.
The company’s mobile PC shipments — including notebooks, netbooks and tablets — are forecast to grow by 0-5 percent sequentially in the third quarter, Acer Corporate President Jim Wong told investors in a conference call.
However, Acer has lowered its annual tablet shipment target to between 5.5 million and 6.5 million units, from its projection in May of 5 million to 10 million units, Wong said.
He said touch-enabled notebooks will account for 20-25 percent of Acer’s total laptop shipments this year, below its previous estimate of 30 percent, in light of weakening demand for such products.
“I think applications are most important. Today, there are still no killer applications for touch (notebooks),” Wong said in the conference call.
Asked about Acer’s full-year outlook, he said the company is trying to “sustain its market share while protecting its bottom line.”
The company is aiming to stay profitable in 2013 after registering losses over the past two years, Wong indicated.
J.T. Wang, Acer’s chairman and chief executive officer, said the company is expanding its non-Windows business, including Android-based tablets and smartphones, as well as the web-centric Chromebook laptops promoted by Google Inc.
Non-Windows business is expected to make up 10-12 percent of Acer’s revenue this year and 20-30 percent next year, Wang said.
Acer reported an operating loss of NT$613 million (US$20.47 million) for the second quarterfollowing six consecutive quarters of operating profit — because of increasing investment and the rising cost of memory chips.
For the first six months of 2013, the Taiwanese PC maker’s consolidated revenue fell 18.9 percent year-on-year to NT$181.35 billion, resulting in an operating loss of NT$585 million and earnings per share of NT$0.06.
British bank Barclays Plc maintained its “equal-weight” rating on Acer shares and cut its earnings per share estimates by 5.4 percent for 2013, and by 5.3 percent for 2014, forecasting a contraction in Acer’s sales and more competition pressure.
“We expect Acer’s sales to continue to be weak and do not expect any further momentum currently,” Kirk Yang, head of Asia ex-Japan Tech Hardware Research at Barclays, said in a research note dated Aug. 6.
“We expect Acer will face a more competitive situation in the tablet and notebook segments in the near term and we don’t see it having an obvious plan in place to react,” said Yang, who reduced his price target on the stock from NT$24 to NT$23.
Acer shares ended 3.97 percent lower at NT$20.55 Thursday on the Taiwan Stock Exchange.

August 30, 2013: Talk of the Day — Will Acer be sold or merged?

Acer Inc., Taiwan’s leading computer vendor, has seen its share price plunge to historically low levels in recent months.
Market sources said earlier this week that investment banks are planning to broker a merger between Acer and one of two major rivals — Taiwan’s AsusTek Computer or China’s Lenovo Group.
Acer founder Stan Shih said Thursday that he had an open mind toward such an overture.
I would let nature take its course,” Shih said, but he added that no investment bankers have approached him for such talks.
In charting the company’s future development strategy or direction, Shih said, the rights and interests of all stakeholders, including employees, shareholders and society at large, should be priority concerns.
Shih has retired and is no longer involved in Acer’s management, but he remains the company’s largest shareholder, controlling 2.64 percent of its shares. His wife has a similar sized stake in the company.
Shares of Acer gained 2.57 percent to close at NT$19.95 Friday.
The following are excerpts from local media coverage of Shih’s views on Acer’s future:
Economic Daily News:
Acer spokesman Henry Wang said Thursday that the company has never thought about a merger with any other corporation.
We are restructuring and streamlining our operations, and focusing more on innovating,” Wang said.
While the company is tapping into the ever-expanding tablet market to help compensate for declining PC sales, it has also launched a new generation of laptops and desktops, including an ultra-thin laptop-tablet hybrid, he said.
In the past, some foreign analysts have suggested that Taiwan’s two leading PC makers — Acer and AsusTek — should merge to expand their operating scale and enhance their international competitiveness.
Acer Chairman J.T. Wang also said previously that Lenovo, which has emerged as the world’s second largest PC vendor and has a comprehensive portfolio of products, proposed a few years ago to buy out Acer, but Wang said he politely rejected such an offer.
On Thursday, Stan Shih was asked to comment on reports that investment banks intend to mediate an Acer-AsusTek merger or an Acer-Lenovo merger.
Shih said Acer is not a company that can be evaluated solely in financial terms.
“Capitalists tend to assess things simply in monetary terms, but Acer has something invaluable,” Shih said.
As one of Taiwan’s few international brands, Shih said, Acer has come a long way and overcome numerous challenges in building up its brand recognition.
“I hope local people will give Acer more encouragement and support,” Shih said. (Aug. 30, 2013).
China Times:
Shih said a company’s share price is not the sole indicator used to assess a company’s value.
“I have not been bothered by fluctuations in Acer’s share price,” Shih said Thursday when chairing an event marking the start of applications for this year’s Acer Digital Award.
But he added that the PC industry is changing rapidly.
“We should let nature take its course. If somebody wants to take over Acer at a price beyond what anybody could imagine and create an even better brand based on it, why we should resist such a deal,” he said. (Aug. 30, 2013).

May 11, 2013: Acer, Asustek upbeat about Windows 8 market reception

Taiwan-based Acer Inc. and Asustek Computer Inc., two of the world’s leading personal computer vendors, are optimistic about the market reception of Microsoft Corp.’s latest operating system Windows 8, which is to be revamped, market sources said Saturday.
Acer Chairman J.T. Wang said Microsoft is eager to communicate with hardware device providers like Acer in an attempt to improve the Windows 8 functions and make the platform more user-friendly.
Amid lackluster market reception since the new Microsoft operating system was launched at the end of October 2012, the U.S.-based software giant said it is planning to revamp the OS so that consumers will learn how to use the new platform more quickly.
The plan to launch a new version of Windows 8 was announced after Tami Reller, Microsoft’s chief marketing and financial officer, conceded that it was not easy for consumers to get used to the platform.
Many business users have been urging Microsoft to restore the “Start” button in its latest OS. In the earlier Windows versions, the icon appears in the lower-left corner of the computer screen, but is not visible in the latest software.
To stir up buying interest, Microsoft has lowered its royalties by US$20-US$30 (NT$600-NT$1,000) on touch notebook computers 11.6 inches or smaller, while offering incentives to distributors of Windows 8 tablet computers.
Market sources said Microsoft is expected to cut its royalties on Windows 8 tablet computers so that they can be sold at around US$199-US$349 and thus make them more competitive in the market.
Wang said the changes in Microsoft’s strategy will have a positive effect on market reception of the Windows 8 OS and also on the future development of the PC industry.
Acer said that with touch devices becoming the mainstream in the PC market, it will continue to unveil tablets, touch ultrabook computers, and combination PCs and smartphones, all running either Windows 8 or Google’s Android operating system.
Meanwhile, Asustek said Windows 8 is a good product, although some consumers have not gotten used to it. Once Microsoft revamps the OS, sales of Windows 8 mobile devices will pick up, Asustek said.

June 3, 2013: COMPUTEX: Acer unveils new product lines

imageAcer Chairman J.T. Wang (left) holds the 8-inch Iconia W3,
and Chief Marketing Officer Michael Birkin holds the 5.7-inch Liquid S1.

Taiwanese computer maker Acer Inc. unveiled a series of new products Monday, including an 8-inch Windows tablet and a 5.7-inch phablet.

At an international press conference held under the theme of “Redefining Technology Through Touch,” Acer showcased a wide array of its latest products one day ahead of Asia’s largest computer trade show.

The 8-inch Iconia W3, one of the first 8-inch Windows tablets on the market, weighs 500 grams and is less than half an inch thick. With a battery life of eight hours, the device can beam out 720p video playback on a 1,280 x 800 display. It also comes with an optional full-size keyboard.

The company also displayed its first phone-tablet hybrid product, the Liquid S1, with the aim of gaining traction in the fast-growing hybrid market.

The new quad-core phablet features a 5.7-inch 720p display, weighs 195 grams and runs on Google’s Android 4.2 operating system.

Acer projected that the global phablet market will grow to about 10 million units in 2013, up from between 7 million and 8 million units last year.

June 3, 2013: COMPUTEX: Acer unveils new product lines (update)

Acer Chairman J.T. Wang said on the sidelines of the launch ceremony that touch technology applications have become all the rage, and this will continue in the future.

“It’s all about touch,” he said, adding that the launch of the new products is expected to meet consumer demand.


4. The road which lead to Acer downfall
:

Acer press release:

March 31, 2011: Acer CEO and President Gianfranco Lanci resigns – With immediate effect

Gianfranco Lanci is appointed President of Acer Inc., effective January 2005 … Current President, J.T. Wang, will step into the role of Chairman and Chief Executive Officer (CEO) as Stan Shih retires from Acer at the end of this year. The new positions are effective from 1 January 2005. Lanci’s designation marks Acer’s appreciation for his outstanding performance in the European market, including his management style and successful business model – which may now extend to the Acer group worldwide. …
Acer’s Lanci Takes Over CEO Role [IDG News Service, June 13, 2008] … Gianfranco Lanci, who came to Acer from Texas Instruments (TI) when Acer bought the TravelMate laptop PC business from TI in 1997, will add the CEO position to his current role as president of Acer.
The company’s laptop business has been a driving force in its double-digit growth over the past few years and helped catapult Acer into the number-three spot in the PC industry.
J.T. Wang, the current chairman of Acer, relinquished his CEO title at Acer but took on the title of Acer Group CEO on Friday, Acer said in a statement.
Wang took over as chairman at Acer from company founder Stan Shih several years ago, after Acer split itself into three distinct companies in order to separate its branded business from its contract manufacturing operations. Acer took over as the branded company, while Wistron took most of the PC-related contract manufacturing and BenQ took on mobile phone and PC-related work.
Shih retired from Acer in December 2004.
Acer CEO and President Gianfranco Lanci has resigned from the company, with immediate effect. Acer Chairman J.T. Wang takes acting role in the interim. The company has commenced with the planning of organizational and operational adjustments for the sustainable future of Acer.
The resignation was approved at a meeting of Acer’s Board of Directors today, and the company has communicated internally with its worldwide employees.

On the company’s future development, Lanci held different views from a majority of the board members, and could not reach a consensus following several months’ of dialog. They placed different levels of importance on scale, growth, customer value creation, brand position enhancement, and on resource allocation and methods of implementation.

The change does not affect current operations which are functioning as normal. Acer’s strong management team of multi-nationals has been well-informed and is committed to overseeing and implementing the company strategies, as does the amicable company relations with industry partners persist. Acer will continue to push for globalization, follow its multi-brand and channel business model, develop competitive products and services, and foster closer relations with key vendors and channel partners.

Acer Chairman, J.T. Wang expresses, “The personal computer remains the core of our business. We have built up a strong foundation and will continue to expand within, especially in the commercial PC segment. In addition, we are stepping into the new mobile device market, where we will invest cautiously and aim to become one of the leading players.”

“In this new ICT industry,” continued Wang, “Acer needs a period of time for adjustment. With the spirit of entrepreneurship, we will face new challenges and look to the future with confidence.”

In his role as President and CEO, Lanci has contributed significantly toward Acer’s growth. The company expresses its true appreciation for Lanci’s efforts and wishes him all the best in his future endeavors.

April 19, 2011: Acer appoints Jim Wong as Corporate President – Through teamwork, company to face challenges and embrace opportunities of the new ICT industry

Acer Inc.’s board of directors has approved the candidacy of Jim Wong as the new Corporate President, with immediate effect. Wong previously held the positions of corporate senior vice president and president of IT Products Group (ITGO). Together with Chairman and CEO, J.T. Wang, they will lead the company forward to embrace new challenges and opportunities in the new ICT age.

Acer Chairman and CEO, J.T. Wang … “As the ICT industry shifts from single to multiple operating system platforms, it opens up new challenges as well as new opportunities. Acer needs a leader who is familiar with technology, as well as understands the market. We reviewed Jim’s potential and agreed he would fit well in the role.”

The rapid growth from data-creation to data-consumption devices is increasing the ICT market scale and opening up new prospects. Acer will aggressively yet cautiously develop data-consumption products, tablet PCs and smartphones based on the solid foundation of the main PC business.

Jim Wong, new corporate president of Acer states, “The IT industry is encountering a profound change. I foresee many new opportunities and am ready to face the challenges ahead. I will encourage teamwork throughout the company and work closely with the new management team. We are ready with a clear set of goals and action plans.”

In the PC business, Acer will continue to seek volume/shipment growth, but we must optimize our multi-brand strategy by having clear differentiation of the brands’ positioning and create value for our customers. Concurrently, Acer shall focus on developing selective models for mobile devices to lay a solid foundation for the future.
Three key principles have been defined by Acer’s new management to ensure successful decision making:

  • Promote the spirit of teamwork to enhance company’s overall competitiveness, and encourage closer communication between front-end and back-end management teams for better mutual understanding.
  • Simplify operational systems and processes to boost effectiveness and speed.
  • Strengthen corporate governance and enhance company sustainability.

Wong joined Acer in 1986, with experience in sales, product marketing, product development, with a keen understanding of ODM supplier operations and the brand business. In 2001 when he took charge of the ITGO, he has been one of the core members of Acer’s top management team. In 2005 he was promoted to corporate senior vice president.

Born in 1958, Wong holds a bachelor degree, majoring in mathematics from Soochow University in Taiwan, and an MBA from Emory University, Georgia, USA.  In 1999 he received Taiwan’s 17th Annual Management of Excellency Award.

Acer ICONIA [press release, Nov 23, 2011]

Not so long ago mobile computing devices with touch screens were only found in science fiction. Now Acer presents ICONIA, a new concept device set to add a brand new tablet experience, combining the versatility of a conventional 14” form factor with a unique dual-screen layout and highly intuitive all-point multi-touch functionality, which means you can use all the fingers of your hands to navigate ICONIA.

If you are looking for a different and innovative approach to personal computing, look no further. With its two all-point multi-touch displays Acer ICONIA offers an enhanced content consumption experience and brings the interaction with the tablet to a new level.

Multimedia, entertainment, communication, web browsing and office productivity seamlessly flow across the dual screen, allowing users to set the best scenario for what they are doing. To improve readability of web sites or documents, the window can be spread across both screens. But the dual screen also means you can do one thing in one screen and something else entirely on the other: you can browse a website on the top screen and view the contents of your favourite folder on the bottom one or you can watch a video on the top screen and check out your multimedia library in the other.

“We took this insight and created a range of easy to use devices with touch technology including Smartphones, Notebooks, AIO PCs, Tablet and our latest addition, the ICONIA Touchbook: this level of commitment to touch technology is something no other PC vendor can compete with.” states Jim Wong Acer Inc. Vice President and ITGO President. “The Intel® Core™ i5 processor together with our experience with touch technology has allowed us to completely remap the user experience to create a far more natural interaction with our devices.

April 19, 2011: Acer establishes Touch Business Group to enhance development of new mobile devices

  • Acer Corporate President Jim Wong to lead Touch Business Group
  • Campbell Kan to lead PC Global Operations
  • Walter Deppeler to lead Chief Marketing Office

Acer Inc. announces organizational adjustments in separating the back-end product-line operations into two independent entities: Touch Business Group (Touch BG) and PC Global Operations (PCGO) lead by new Acer corporate president, Jim Wong, and Campbell Kan, former VP of the smart handheld business unit, respectively. In addition, Acer announces new functions for mid- and long-term business planning and operation analysis.

To make significant inroads in the mobile device business, Acer has reorganized the former IT product global operations into two independent entities. The newly founded Touch BG comprises of the former tablet PC and smartphone teams, while the PCGO consists of the main PC product lines.

The Touch BG shall be led by new Acer corporate president, Jim Wong, and president of Eten Information Systems, Simon Hwang, concurrently appointed deputy president of Touch BG.

Acer president, Jim Wong, states, “Touch/mobile devices open up a host of new opportunities. They form Acer’s new business and growth engine for the future. To focus on this market, we saw the need to allocate sufficient resources, and devise a new management structure different from the PC business specifically for this line of business.”

New Functions
Acer also creates three new functions deemed necessary for company’s competitive development, they are: Chief Marketing Office (CMO) – responsible for brand position and marketing strategy; Chief Technology Office (CTO) – responsible for mid to long term planning and integration of technologies; and Operation Analysis Office (OAO) – for studying and analyzing company business models and financial affairs.

Senior corporate VP and EMEA president, Walter Deppeler, shall concurrently serve as CMO, while Tiffany Huang, AVP of supply chain operations will concurrently oversee the OAO. The CTO will be jointly led by former VP of quality and service, Jackson Lin, former CTO of products development, R.C. Chang, and former VP of technology center, Arif Maskatia.

May 26, 2011: Acer’s manufacturing base in Chongqing commences operation – Ceremony to mark milestone achievement joined by Mayor Huang Qifan and Acer President Jim Wongise competitiveness on a global scale.

Acer’s new global IT manufacturing center in Chongqing has commenced production. Today a ceremony attended by Chongqing Mayor Huang Qifan and Acer President Jim Wong was held to mark this achievement. The city of Chongqing in western China offers excellent infrastructure including land and air transportation, and stable manpower supply. The newly operational manufacturing center is expected to enhance Acer’s worldwide business and logistics to boost overall competitiveness.

Acer President, Jim Wong, remarked, “Our decision to go west in China is a global strategy. Since December last year, the steps in setting up this manufacturing base have been smooth, enabling our production start in May. Acer is extremely grateful for the support of the Chongqing government and our manufacturing partners to make this a possibility.”

“Major OEM companies have already set foot in Chongqing and all will begin shipping by the second half of this year,” continued Wong. “Key component suppliers have also set up presence here to create a complete supply chain. To begin with, we will produce our notebook and netbook PCs in Chongqing and gradually expand our manufacturing volume. By the end of 2011, 30-40% of our total notebook and netbook PCs will be produced here.”

June 1, 2011: Acer Chairman & CEO to relinquish his remuneration

Acer Chairman and CEO J.T. Wang is taking responsibility of the one-time write-off totaling US$150 million by relinquishing total remuneration from his position as director of the company board, as well as employee bonus of  2010.

With Acer’s substantial loss in write-off, Wang deeply feels regretful of the current situation and will dedicate his efforts fully to investigating the reasons behind the loss and to improving internal management.

July 18, 2011: Dave Chan appointed General Manager of China Operations, Acer Touch Business Group – Focus on penetration into China touch mobile device market

Global IT industry veteran, Dave Chan, has been appointed General Manager of China Operations, Acer Touch Business Group. Under Chan’s leadership, Acer expects to accelerate penetration into China’s smartphone and tablet PC market.

Chan has been working in the high-tech industry for more than 20 years, accumulating a wealth of experience in the consumer/retail business and operations with extensive geographic experiences ranging from global, regional (Asia) and country (China). Prior to this, he served as senior official for eight years at a first-tier IT company, responsible for notebooks, smartphones and tablet PCs in China.

Acer Corporate President, Jim Wong, said, “Touch mobile device is Acer’s new strategic business. While China’s huge IT market, with unique applications and customer segment, presents great business potential. To address these specific needs, we established a separate business group overseeing the China touch mobile device market and will allocate the needed human resource.”

“Dave will lead Acer’s touch business development team in China,” continued Wong, “cooperate with local telcos and operators on R&D, software, sales and services. His joining ensures that Acer has substantial leadership to steer this new business forward in China.”

To make significant inroads in the mobile device business, Acer announced in April the newly founded Touch Business Group comprising of the former tablet PC and smartphone teams, and directly overseen by Wong.
Chan holds a B.S. in Mechanical Engineering from Oregon State University and MBA from Santa Clara University.

July 18, 2011: Acer sets up global R&D center in Chongqing – Focus on smart handheld application software and services

A new global R&D center, Acer Intellectual (Chongqing) Co. Ltd., was inaugurated today to enhance Acer’s development in smartphones and tablet PCs. The center shall cooperate with Chongqing municipal government and China Mobile Ltd. in researching and developing smart handheld devices as well as related software and services.

An inaugural ceremony was held today and joined by Chongqing government officials, during which Acer also signed an agreement with Chongqing Economic and IT Commission (CQEIC) and China Mobile’s Chongqing subsidiary (Chongqing Mobile) to jointly research and develop smart handheld devices, including smartphones and tablet PCs, application software and services.

To begin with, Acer will invest US$4 million in Acer Intellectual (Chongqing) Co. The center, led by Acer Corporate President Jim Wong, will also focus on the smart handheld user behavior study in the China market.

Acer’s R&D taskforce has already begun collaborating with Chongqing Mobile and local IT companies to successfully develop software applications for Android based TD (time domain) smartphones; the applications are used by Chongqing civil servants. Further on, together with Chongqing government, the center will develop smart handheld mobile terminals to provide more value-added services.

January 8, 2012: Acer Unveils World’s Thinnest Ultrabook: Aspire S5

“The Ultrabook is much more than just a product segment,” said Jim Wong, president of Acer Inc. “It’s a new trend that will become the mainstream for mobile PCs, and customers will see the unique features gradually extended across Acer’s notebook family.”

January 8, 2012: AcerCloud Connects All Personal Devices Securely for Anytime, Anywhere Access to Digital Media and Data

Acer today previewed its upcoming AcerCloud, which securely connects all personal smart devices for anytime, anywhere access. Featuring Acer Always Connect technology, users can retrieve multimedia and data files anytime, even when their main PC is in sleep (standby/hibernation) mode. Users can enjoy these advantages knowing that their information is stored and transferred securely via strong encryption and authentication. Bringing users tremendous functionality and value, Acer will include the AcerCloud, without additional cost, on all new Acer consumer PCs.

Acer reduces the complexities of today’s fast-paced lifestyles by developing solutions that enable devices to communicate, simplifying the process of content sharing. With the ever-growing number of smart digital devices, users need to share and back up their multimedia and data files in a simple, smart way.

Acer Inc. President Jim Wong stated, “AcerCloud not only provides the simplicity and efficiency when accessing and sharing data, but it’s also free with a new Acer PC and gives our users peace-of-mind, knowing that their data is safely transferred in a personal cloud space.”

AcerCloud will be bundled on all Acer consumer PCs starting Q2 2012. It will support all Android devices, while future support is planned for Windows-based devices. The service will be available in America, Europe, Asia and China.

August 30, 2012: Acer Steps Up Marketing, Engages Red Peak Group and Appoints Michael Birkin as Chief Marketing Officer

To energize and strengthen Acer’s global marketing organization, Acer will engage Red Peak Group, a global marketing services firm, and appoint Red Peak Chairman Michael Birkin as Acer Chief Marketing Officer (CMO). This strategic move is aimed at strengthening Acer as a marketing-oriented company.

Red Peak will assign Birkin and other Red Peak members to perform related marketing functions and services for Acer. And as CMO, Birkin will lead the global brand marketing team, and report directly to Acer’s chairman and CEO, commencing October 1, 2012.

According to Acer Chairman and CEO, J.T. Wang, “Our key objectives for Red Peak are to enhance Acer’s marketing strengths and help steer the existing company mindset.”

“In the product development stages, we will place marketing ahead of R&D and design,” said Wang. “Our precise understanding of customers’ needs will lead the way in products and services development. We will build an end-to-end marketing environment and enhance our marketing-oriented mindset.”

Birkin is regarded as one of the world’s most respected brand strategists and marketing experts. During his career he served as the CEO of Interbrand Group, the brand consultancy, and worked in various capacities at Omnicom, the global advertising and marketing communications services group. In 2010, Birkin founded the Red Peak Group, a marketing services company with offices in New York, London and Los Angeles, offering a full range of services including brand consulting and design.

In addition to the marketing organization and personnel changes, the incumbent CMO Walter Deppeler, has been assigned to lead a newly established marketing committee as Chairman, responsible for integrating Acer’s global branding and marketing strategy.

June 4, 2012: Acer Unveils Windows® 8 PC Lineup: Ultrabooks™, Tablets, and AIO Desktops – Creating a world of explorers through transformational user experiences

Acer today announces its series of Windows 8-based products, which includes the premium Aspire S7 Ultrabook™, ICONIA W Series tablets, and Aspire U Series all-in-one (AIO) desktops, all featuring innovative ergonomic designs and appealing beauty that deliver greater convenience and delight to the overall user experience.
“It is a watershed moment for Acer,” says J.T. Wang, Chairman and CEO of Acer Inc. “Acer has always been committed to breaking the barriers between people and technology and the leading design of these products, when coupled with the Windows® 8 touch functions, will provide transformational experiences for users whether they are creating important output or simply being entertained.”
Jim Wong, Corporate President of Acer Inc. comments, “Acer collaborated closely with Microsoft Corp. and has taken the lead to engineer new products that will be great with Windows® 8, demonstrating our product development efficiencies and taking advantage of our ability to provide an enhanced and satisfying computing experience. By focusing on ergonomics and style, we are addressing key consumer demands.”
Wong continues: “Interaction between human beings and computers should be easy rather than complex. In our view, the touchscreen experience enabled by Windows® 8 is a massive step forward – simply because it makes computing more intuitive by offering users a backward in interface. We understand Windows® 8 innovation and benefits and by utilizing Intel’s architecture and platform performance on our products, we believe we will provide users a better touch experience across devices for both consumer and commercial products.”
“Microsoft and Acer have been working together on new devices for Windows® 8, and it’s great to see the progress Acer is making,” says Steven Guggenheimer, Corporate Vice President, OEM Division, Microsoft Corp. “We expect customers to have a great experience using the combination of Windows® 8 and the new hardware designs from Acer.”
“Intel and Acer continue to focus on innovation and collaboration delivering engaging and secure user experiences,” says Kirk Skaugen, Vice President and General Manager, PC Client Group of Intel Corp. “Combined with the increased responsiveness of Intel’s 3rd generation Intel Core processor, new breakthrough capabilities possible with future Microsoft Windows® 8, and the added flexibility of touch, the Acer Aspire Ultrabook™ will provide a magnificent experience for users.”
Wong says further, “At CES we announced Acer’s new brand positioning, the visible statement of which is to explore beyond limits. Today’s announcement is the most significant yet in our goal to create a modern day explorer in everyone. Our new products are 100% designed and created to enable anyone to accomplish more whether they be an individual or a business.”
In the development of the new product lineup, Acer has been working even more closely with Microsoft and Intel.
PRODUCT INFORMATION
The Aspire S7 Ultrabook™ — the premium model in the S Series — boasts a sleek aluminum unibody design. The 13.1-inch model is currently the thinnest Full HD touch Ultrabook™ and features glossy tempered glass, while the 11.6-inch model is the smallest Full HD touch-enabled Ultrabook™. Both devices are kitted out with the innovative Acer Twin Air cooling system for best thermal comfort, as well as a light-sensing keyboard that adjusts its backlight to facilitate typing, even in low light.
The ICONIA W510 and W700 tablets have raised touch functionality to the next level. The W510 is equipped with a 10.1-inch display and has tri-mode touch, which allows users to touch, type and view. It also delivers up to 18 hours of battery life and headlines Always On, Always Connect technology. The W700 is the best-performing Windows tablet with a versatile cradle that is adjustable for different viewing requirements while offering data storage expansion and an additional battery. Sporting an 11.6-inch Full HD touchscreen, this tablet stuns with high-quality 1080p images.
Aspire U Series AIO desktops are also available in two sizes. The 27-inch 7600U has an ultra-slim 35 mm profile and a gorgeous Full HD edge-to-edge screen and Dolby® Surround Sound. This AIO features multi-user touch, and can be tilted from 0 to 90 degrees. Furthermore, the screen can swivel to all sides when laid flat. The 23-inch 5600U is the slimmest AIO PC that can tilt from 30 to 85 degrees, enhancing personal touch use. Both models have leading ergonomic designs, and a slim, stylish finish that complements interior decor.

October 30, 2012: Acer Aspire S7 Series The Thinnest and Lightest “Touch & Type” Ultrabooks™

First previewed at Computex Taipei, the Acer Aspire S7 Series, the thinnest and lightest Ultrabooks™, has been hailed as one of the most exciting Windows 8-based touch Ultrabooks to launch. It was also featured prominently in Microsoft’s launch event in New York and highlighted as one of the best PCs ever made. The positive reviews have been unparalleled.

As thin as a smartphone, the S7 is an iconic combination of power and beauty. The use of straight lines, glossy white glass, electroluminescent lighting and anodized aluminum have culminated in an Ultrabook that champions cutting-edge technology and innovative design. The dual torque hinge and Acer Green Instant On / Always Connect features ensure the ultimate in control and seamless usability.

“Acer took a fresh approach to the design and development of the Aspire S7, using premium construction methods and materials,” said Jim Wong, corporate president of Acer. “The high level of engineering and design quality we set for the S7 was achieved by placing the user experience as our top design priority, and by our ongoing commitment to introducing technologies into our products that truly complement human behavior, and stimulate curious and progressive thought and action.

November 12, 2012: Acer America’s New C7 Chromebook: Secure, Speedy and Simple

Editor’s Summary:

  • Available for purchase starting tomorrow in the U.S. through Google Play, Best Buy stores and BestBuy.com at an affordable $199
  • Provides hassle-free computing with automatic security and software updates
  • Great for use as an additional home computer
  • Includes built-in apps for productivity, collaboration and entertainment

Acer America today debuts its new Acer C7 Chromebook, its next-generation mobile computer that runs Google’s Chrome operating system and is priced at a low $199.

The new Acer C7 Chromebook is the ideal additional laptop for families, students and business people that need a fast, easy and secure way to get online to do their computing in the cloud, such as using Gmail, keeping up on social networks, shopping, and paying bills.

Today’s computer users are doing more online heightening the need for enhanced security, quicker online access and an easy-to-use interface,” Jim Wong, corporate president, Acer Inc. “The Acer C7 Chromebook provides all this at an affordable price, making it the right choice for families and students on a budget as well as anyone who wants a new or second mobile PC for web-based computing.”

“The core of Google’s Chromebook vision is creating a better, more simple computing experience and making it available to everyone,” said Sundar Pichai, senior vice president, Chrome and Apps, Google. “We’re excited about the Acer C7 Chromebook, the newest addition to the Chromebook family. The Acer C7 delivers a hassle-free computing experience with the speed, security and simplicity that users expect of Chromebooks built in.”

December 10, 2012: Acer Appoints Tiffany Huang President of PC Global Operations – Incumbent president, Campbell Kan, to serve as special assistant to Acer chairman

Acer announces the appointment of Tiffany Huang to become the president of Personal Computer Global Operations (PCGO), reporting to the corporate president, Jim Wong. Huang shall replace Campbell Kan who will serve as special assistant to the chairman, J.T. Wang. Both appointments shall take effect from January 1, 2013.

Kan has held key positions within Acer’s IT products global operations over the past twelve years, and is accredited for his excellent management and contribution to the mobile PC business. With his extensive knowhow, Kan shall take charge of key projects assigned by Acer chairman where he can lend his expertise for the future of the company.
With her latest appointment, Huang leaves her post as associate vice president of Supply Chain Operations Business Unit after twelve years in this field. In the past year, she has also held positions in the Operations Analysis Office responsible for analyzing and strategizing corporate operations, and the Strategic Demand Planning Business Unit for demand and material planning.
During her career at Acer, Huang has demonstrated clear potential with her leadership quality, execution and communication skills, and experience in cross cultural and cross functions. Her sense of business acumen, global insight, matched by accurate end-to-end projections on many occasions deemed her to be the ideal candidate to take the position as president of PCGO, as Kan assumes his new post.
Huang joined Acer in 1988 in the legal division dealing with intellectual property rights. From 1997 to 2001 she served as director of operations management at Acer’s U.S. operations. In 2001 she returned to the Taipei headquarters and was later promoted to associate vice president of supply chain operations until the latest appointment.
Born in 1964, Huang has a Bachelor of Science degree in Law from Taiwan’s Chung-Hsing University.

January 7, 2013: Acer Extends AcerCloud to Top Three Operating Systems, Making it Easy to Share Files and Media among Windows, iOS and Android Devices

Acer today announced cross-platform support for AcerCloud, the company’s file sharing and media management solution, free to Acer customers. Consumers can now share, retrieve and enjoy their multimedia and data files using a variety of computing devices, regardless of which operating system they are running – Windows, Android or iOS.

AcerCloud uses the free space on a PC’s hard drive as cloud storage spaceUsers simply designate one of their PCs as their “Cloud PC,” enabling them to use the available hard drive space on their own PC, giving them security and full control over their storage needs.  And unlike other cloud solutions, consumers won’t receive constant reminders about exceeding capacity with solicitations to pay for more storage.

“With AcerCloud, Acer now supports free file sharing between all of the key mobile devices, adding tremendous value to Acer customers,” said Acer President, Jim Wong.  “AcerCloud greatly simplifies our customers’ ability to manage all of their digital assets across all of their devices, regardless of platform.”

Acer, Asustek actively marketing cloud computing solutions [DIGITIMES, July 25, 2013]

Acer and Asustek have been pushing forward in marketing hardware/software-integrated cloud computing solutions focusing on educational applications and web storage, respectively, according to the companies.

Acer has integrated its servers with software used in eDC, its electronic information management center, into cloud computing solutions and promoted sales through cooperation of system integration providers, the company indicated. The cloud computing solutions are mainly used for educational purposes, with procurement by local governments being the major source of business, Acer noted. In addition to contracts from schools in Taiwan and Thailand, Acer has been marketing products in Nanjing City, eastern China, and Chongqing City, western China, and plans to tap the North America and Europe markets, Acer noted.

Asustek has its subsidiary, Asus Cloud, responsible for operating its cloud computing business. In addition to Taiwan-based Cathay Financial Holdings and Taishin Financial Holding, Asus Cloud-developed storage solutions have been adopted by the National Center for High-performance Computing (NCHC) under the government-sponsored National Applied Research Laboratories, Asus Cloud CEO Peter Wu said. Asus Cloud will offer a storage solution of 1PB in total capacity for NCHC, with more than 10TB to come into use in the second half of 2013, Wu indicated. In addition, Asus Cloud has signed with the government of Chongqing City to develop cloud computing platforms for education, civic services and by small- to medium-size enterprises in the city, Wu said.

June 3, 2013: Acer Enhances its Flagship Ultrabook™, the Aspire S7

“We designed the S7 to be the best touch Ultrabook in the world, bar none,” said Jim Wong, Acer Corporate President. “We listened carefully to users to find substantial ways to make it even better.” The re-engineered S7 delivers improved battery life of up to 7 hours, a 33% increase from its predecessor. Its new light-sensing EL backlit keyboard is also refined, with a deeper keystroke for more natural and comfortable typing. Plus, thanks to 2nd generation Acer TwinAir cooling technology, the noise at maximum load is more than 20% lower than the previous S7, keeping the system quiet and cool. … The new Aspire S7 will be available in Q3 2013.

The end of the road announcements:

Acer Chairman and CEO J.T. Wang Tenders Resignation; Corporate President Jim Wong to Succeed as CEO – Wang to remain in chairmanship to fulfill tenure as Acer begins a comprehensive restructuring and transformation [press release, Nov 5, 2013]

Acer announces that the resignation of J.T. Wang, Chairman and CEO, has been approved by its board of directors. Wang shall remain in chairmanship until the end of his tenure next June. The Board and The Search Committee also agreed that Corporate President Jim Wong will succeed Wang as the new CEO from January 1, 2014. A comprehensive restructuring plan has been formulated by the Acer management team, and without delay, the Board will commence with its corporate transformation.
J.T. Wang, chairman and CEO of Acer, said, “Acer encountered many complicated and harsh challenges in the past few years. With the consecutive poor financial results, it is time for me to hand over the responsibility to a new leadership team to path the way for a new era.”
Acer’s board of directors stated, “We are very grateful for Wang’s contribution and hard work. The past two to three years have been extremely tough for Acer due to the rapidly changing industry and market conditions. We fully respect Wang’s decision to step down; however, in the interest of ensuring company stability and a smooth transition during this latest restructuring and transformation, we have asked J.T. to remain to complete his tenure as Chairman which ends in June 2014.”
Wang elaborated, “Together with the management team, we have crafted a far-reaching plan for Acer’s transformation. I wish to thank the board members for their support and to Jim for assuming the CEO duties. I feel optimistic toward Acer’s future. The management team promises to carry out the internal restructuring and will work closely with the Board on the corporate transformation.”
Acer’s Board has set up a Transformation Advisory Committee with board member [founder] Stan Shih as Chairman and Acer co-founder George Huang as executive secretary. The committee will propose changes in the company vision, strategy, and execution plans for the Board’s approval. They will work with the management team to carry out the transformation to increase shareholder value. To support new development needs, the Board has approved the issue of 136 million new common shares for a capital increase in cash (approximately 4.8% of total shares).
Stan Shih stated, “After I retired from Acer I shifted my attention to promoting public interests. But when J.T. tendered his resignation, the Board turned to me for help. In consideration of personal social responsibility and for Acer’s onward sustainability, I agreed to take on the duty to help the management team with a smooth handover during this transition period.”
Shih added, “After making structural adjustments, we will introduce more competitive products within the existing PC, tablet, and smartphone business and stabilize our market share. This will be the basis of our transformation and for developing new business opportunities.”
Acer’s personnel and business restructuring plans include reducing manpower, product plan termination with related product tooling and legal fees, resulting in a one-time cost of US$150M which is expected to be reported in the Q4’13 financial results. Acer will cut its worldwide employees by 7% resulting in OPEX savings of US$100M annually from 2014.

Acer Q3’13 Financial Results: Consolidated Revenue NT$92.15B (US$3.11B), Operating Loss NT$2.57B (US$86.61M), Intangible Asset Impairment NT$9.94B (US$335.13M), PAT NT$-13.12B (US$-442.19M), EPS NT$-4.82 [press release, Nov 5, 2013]

Acer’s financial results for Q3 2013, approved by its Board of Directors, are: Consolidated Revenue of NT$92.15B (US$3.11B), up 3.1% quarter-over-quarter and down 11.8% year-over-year; an Operating Loss of NT$2.57B (US$86.61M). In addition, due to a non-cash related intangible asset impairment of NT$9.94B (US$335.12M), profit after tax was NT$-13.12B (US$-442.19M), and earnings per share was NT$-4.82.
Q3’s operating loss was mainly due to the gross margin impact of gearing up for the Windows 8.1 sell in and the related management of inventory. In addition, in Q3, there were one time compensation payments related to the long standing eMachines consumers litigation. This is now settled.
The intangible asset impairment loss, which includes trademarks and goodwill, is NT$9.94B (US$335.13M).This impairment, which covers the Gateway, Packard Bell, Founder, iGware and ETen brands, is made in accordance with IFRS (International Financial Reporting Standards) and is reflective of changes in business strategy. The impairment is a non-cash charge and has no impact on Acer’s business operation and working capital.
Acer’s consolidated revenue for the first three quarters is NT$273.50B (US$9.22B), down 16.6% year-over-year; operating losses for this period are NT$3.15B (US$106.3M). Due to the impact of the intangible asset impairment of NT$9.94B (US$335.13M), PAT is NT$-12.95B (US$-436.42M), and EPS is NT$-4.76. After the impairment of intangible assets, Acer’s net value per share is NT$23.1.
Looking at Q4, due to the adjustment on brand strategy, shipments for Acer’s notebooks, tablet PCs and Chromebooks are expected to decrease by 10% compared to Q3, however, the gross margin is expected to improve.
Notes:

  • The spot rate as of November 5, 2013 was used — US$1: NT$29.67.
  • Acer Inc. consolidated revenue includes revenues from other companies in which Acer Inc. has 50% or more ownership, and already deducts any revenues between Acer Inc. and these companies to avoid double-counting.

Why Intel is pressed to go as far down as to $99 with its Android tablet prices (but not with Windows 8.1)?

There is a typical misunderstanding from reports like Intel says get ready for $99 tablets, $299 Haswell notebooks, $349 2-in-1 hybrids [ZDNet, Oct 16, 2013] that those rock bottom prices ($99+) will apply to Windows 8.1 tablets as well. This is very far from the truth both from possibilities and business rationale point of view for the company. 

From: Intel’s CEO Discusses Q3 2013 Results – Earnings Call Transcript [Seeking Alpha, Oct 15, 2013]

During the holiday selling season, you will see Atom SoCs and tablets as low as $99, and in 2-in-1 systems as low as $349.

David Wong – Wells Fargo

Thanks very much. Bay Trail. If I’m not mistaken there are Android tablets using Clover Trail+ the currently available, when might we expect Android tablets using Bay Trail in the market?

Brian Krzanich – Chief Executive Officer, Director

You are absolutely right there, several tablets out there currently today with Clover Trail+ using Android. What I told you was, there are about 50 designs on Bay Trail, about 20 of those are 2-in-1s, probably 25, 20 of them are Bay Trail tablets on Android, there is going to be about eight systems on shelf, eight to 10 systems on shelf, we believe, by the say Black Friday timeframe. Most of those will be Android tablets.

Intel plans cheap Bay Trail CPUs for 2Q14 [DIGITIMES, Oct 14, 2013]

Intel is planning to release entry-level Bay Trail-based processors for the Android platform in the second quarter of 2014, according to sources from tablet players.

The sources expect the CPUs to be priced between US$15-20, about US$12 lower than the current models.

Although Intel has already offered subsidies for its Bay Trail-T processors including Atom Z3740 and Z3770 at US$32 and US$37 and another 10% off for bulk purchase, they are still less competitive in pricing compared to ARM-based quad-core processors.

With the new entry-level processors, the sources expect Intel to gain an equal footing against players such as Mediatek, Qualcomm and Nvidia.

AND WHY “This [$99+ Windows 8.1 tablet] is very far from the truth both from possibilities and business rationale point of view for the company”?

Here are the clues from Intel’s CEO Discusses Q3 2013 Results – Earnings Call Transcript [Seeking Alpha, Oct 15, 2013]

During the third quarter, our revenue grew 5% sequentially and was flat versus the third quarter of 2012. Year-over-year PC CPU volumes declined slow and were offset by solid growth in the data center and enterprise. While consumer demand in emerging markets was sluggish, we started to see early signs of improvements in North America and Western Europe. I see our performance in this environment as evidence of an increasingly broad and diverse product portfolio. I would like to highlight a few of the most important results from the quarter.

Following the launch of Ivy Bridge EP and the Atom-based Avoton SoCs, the data center group, delivered all-time record revenue. DCG saw strength across its lines of business in geographies. Cloud revenue was up 40% year-over-year. Storage was up 20% and high performance computing was up 27%. Even traditional enterprise servers were up a bit over the last year on the strength of our MP product line.
While the data center group’s results demonstrate some of Intel’s core capabilities, we saw strong performance beyond DCG. Our embedded business grew 21% year-over-year, reaching an all-time record for revenue driven by communications infrastructure, transportation, the internet [of] and retail. Embedded revenue is well on its way to a double-digit growth year.
Just a few weeks ago, we announced our newest product family, Quark, an ultra low power and low cost architecture. And while any significant revenue impact is some time away, the architect and the speed with which we are bringing it to market are evidence of the changes we are making to ensure we are in a better position to lead and define technology trends moving forward.
Finally, our NAND business grew 20% over last year. As enterprise and data center customers increasing use of high-performance SoCs have put this segment on a path to double-digit growth for the year.

(See also The long awaited Windows 8.1 breakthrough opportunity with the new Intel “Bay Trail-T”, “Bay Trail-M” and “Bay Trail-D” SoCs? [‘Experiencing the Cloud’, Sept 14-26, 2013] for how much the current Bay Trail is priced for the overall Windows market (not only tablets) where prices are much higher than on the Android market).

The current Android tablet offers from Intel based on Clover Trail +:

You will see that with current Clover Trail + Android tablets there is a clear performance disadvantage against the ongoing quad-core ARM Cortex-A9 Android tablets which are also priced much lower than the upcoming $149.99 and $179.99 Android tablets from Dell. From pricing point of view compare that even with that of Amazon’s move into overall leadership: Kindle Fire HDX with Snapdragon 800, “revolutionary on-device tech support” (Mayday), enterprise and productivity capable Fire OS 3.0 forked from Android 4.2.2 etc. PLUS a significantly enhanced, new Kindle Fire HD for a much lower, $139 price [‘Experiencing the Cloud’, Sept 27, 2013], not to speak of the Chinese whitebox tablets costing even less than the new Kindle Fire HD at around $100.

Android tablet user experience [ARMflix YouTube channel, Oct 10, 2013]
ARM Quad core Cortex-A9 @1.4GHz vs. Intel Dual core Clovertrail+ @1.6GHz

Performance comparison of two Android tablets (ARM-based vs. Intel-Based) with same size screens using a real application rather than a synthetic benchmark. A Top 10 Android 3D Game (same version) is launched on both tablets and shown in real-time. Performance differences are highlighted throughout.

So there are Dell Venue 7 and 8 Tablets [Dell YouTube channel, Oct 15, 2013] to capitalise on the well know and aceepted Dell brand name with higher prices:

Stay connected with Venue 7 and 8 tablets featuring fast Intel processors and easy to use Android OS.

for which Dell says on its Coming Soon: New Dell Venue Tablets [Oct 2, 2013] campaign page:

Dell Venue 7 & Venue 8: The tablets that draw a crowd.
Dell Android tablets combine the power of Intel® with compact connectivity, featuring a 7″ or 8″ HD screen with wide-angle viewing and both front and back cameras. Available in October.

High-def details:
Enjoy every detail in high resolution on a 7″ or 8″ HD display screen for sharing your favorite photos, playing games and more.

All-access apps:
Whether you’re looking to relax or be productive, the Android-based platform means you have access to thousands of Android apps.

High-performance processor:
Expect speed with 4th Gen Intel® Atom™ processors for maximum performance.

From Dell Introduces New Line of Tablets and Updated XPS Laptops: Create, Share and Access Content from Virtually Anywhere [press release, Oct 2, 2013]


The Dell Venue 7 and Dell Venue 8 feature Intel Atom Z2760 (“Clover Trail”) [Z2560/Z2780 Clover Trail+ – see below] processors

Availability and Pricing

The Dell Venue 7, Venue 8, … will be available from October 18 on www.dell.com in the United States and select countries around the world.

  • Venue 7: $149.99
  • Venue 8: $179.99

image
Links to click: Venue™ 7Venue™ 8Z2560Z2580 –  Clover Trail +

Dell’s all Intel tablets and laptops targeting the evolving mobile workforce even with their most consumer specific Android tablets

Dell is 100% committed to Intel (“for speed, responsiveness, and battery efficiency”) from now on which was, nevertheless, not discovered by the media. Otherwise the essence was well expressed by these Oct 2, 2013 media reports (being similar to others):

Read also: The long awaited Windows 8.1 breakthrough opportunity with the new Intel “Bay Trail-T”, “Bay Trail-M” and “Bay Trail-D” SoCs? [‘Experiencing the Cloud’, Sept 14-26, 2013]

Conspicuously missing from Dell’s lineup is any trace of Windows RT, the stripped-down version of Windows designed for ARM processors. Dell was the last remaining Windows RT supporter outside of Microsoft, at least until the company discontinued its XPS 10 last month. When we asked Dell’s director of tablets, Bill Gorden, he said the company’s still considering its options. “We’re very happy with the direction of Windows 8.1, and we have multiple screen sizes and capabilities there,” he said. “We’re not sure what our plans are for Windows RT at the moment.”

However, Gorden suggests that we should take the Venue launch as a sign that Dell isn’t planning to abandon the consumer market after it goes private. “I think the introduction of all these devices is really a signal of how important end-user computing is to Dell,” he toldThe Verge. “I think you’re going to start seeing Dell start being prominent in the consumer space.”

What was announced (according to Dell’s press release, available here at the very end):

The Dell Venue 7, Venue 8, Venue 8 Pro, and new XPS 15 will be available from October 18 on www.dell.com in the United States and select countries around the world. The Venue 11 Pro, XPS 11 and the updated XPS 13 with touch will be available in November. Starting prices are as follows:

  • Venue 7 [Android]: $149.99
  • Venue 8 [Android]: $179.99
  • Venue 8 Pro: $299.99
  • Venue 11 Pro: $499.99
  • New XPS 15: $1,499.99
  • XPS 11: $999.99
  • New XPS 13: $999.99

All Dell Venue tablets are based on Intel processing power for speed, responsiveness, and battery efficiency. The Dell Venue 7 and Dell Venue 8 [Android tablets] feature Intel Atom Z2760 (“Clover Trail”) processors, while the Dell Venue 8 Pro and Dell Venue 11 Pro [Windows 8.1 tablets] feature the new Intel Atom quad-core processors, code named “Bay Trail.” The Venue 11 Pro offers up to 4th Generation Intel Core [”Haswell”] i3 and i5 processor options and Intel vPro for manageability.

Dell messages:

From the press release:

  • New Dell Venue tablets offer the ability to connect, share, and access content with ease
  • XPS 11 is the world’s thinnest, lightest and most compact 2-in-1 in the world with the world’s first Quad HD display on an 11.6-inch 2-in-1
  • XPS 15 powerhouse laptop offers the world’s first 15.6-inch Quad HD+ display for jaw-dropping visuals and the ultimate experience

Dell Venue tablets are designed to give people on-the-go a wide-selection of sizes and options to meet their varying needs. From 8 and 11-inch Windows-based tablets complete with keyboard and stylus options, to the 7 and 8-inch Android tablets, Dell has created a dedicated brand of tablets to meet the needs of customers who are the epitome of the evolving workforce.

For New Dell Venue 7 and 8 Tablets [DellVlog YouTube channel, Oct 2, 2013]

Stay connected with Venue 7 and 8 tablets featuring fast Intel processors and easy to use Android OS.

For New Dell Venue 8 Pro Tablet [DellVlog YouTube channel, Oct 2, 2013]

Connect to what you need easily, quickly and securely with the Dell Venue 8 Pro tablet [powered by Intel quad-core processor].

For New Dell Venue 11 Pro Tablet [DellVlog YouTube channel, Oct 2, 2013]

http://www.dell.com/tablets
The no compromise tablet for those that expect more and do more [featuring Intel Core processors].

For Enabling the mobile workforce with Dell [DellVlog YouTube channel, Oct 2, 2013]

Learn more about the evolving mobile workforce, bring your own device (BYOD) trends and the opportunity they present you as a Dell partner.

For Dell Venue 11 Pro Tablet for Work and Home [DellVlog YouTube channel, Oct 2, 2013]

See how the Venue 11 Pro goes from your home life to work life, with no compromises.

Only here, and only inside there is a Microsoft related message (while Intel is everywhere here and especially in the above videos):

    • Stay connected with the Intel Core based Dell Venue 11 Pro tablet.
    • Keep in touch with loved ones across the globe.
    • Portability and performance in one device.
    • Chair projects with the stunning Full HD wide angle screen.
    • Run Windows 8.1 and Microsoft Office powered by Intel processors.
    • Interact like never before with near-field communication.
    • Present new ideas with Miracast technology.
    • Designed for on the go or on the couch.
    • Do more with the do it all Dell Venue 11 Pro tablet.

While at least one media source, CNET was much more Microsoft/Windows focussed:

The Dell Venue 8 Pro delivers full Windows 8.1 in a $299 package [CNETTV YouTube channel, Oct 2, 2013]

http://cnet.co/19ZguLY
Dell’s Venue 8 Pro is a full Windows 8.1 tablet with an 8-inch screen.

The Dell Venue 7 and 8 mark Dell’s return to Android tablets [CNETTV YouTube channel, Oct 2, 2013]

http://cnet.co/1bw0Mdk
Dell finally moves beyond the Streak with two new Android tablets.

Get accessorized with the Dell Venue 11 Pro [CNETTV YouTube channel, Oct 2, 2013]

http://cnet.co/173mhOm
The 11-inch Venue 11 Pro from Dell features a removable battery and plenty of accessory options.

The Dell XPS 11 and 12 feature unique hybrid designs [CNETTV YouTube channel, Oct 2, 2013]

http://cnet.co/1fJpImK
Both the Dell XPS 11 and 12 are take traditional hybrid design and throws it on its ear.

The Dell XPS 13 and 15 feature high-end specs and thin designs [CNETTV YouTube channel, Oct 2, 2013]

http://cnet.co/1brtC1U
Dell goes ultra high-end with its XPS 13 and 15 laptops.

Press release from the company:

Dell Introduces New Line of Tablets and Updated XPS Laptops: Create, Share and Access Content from Virtually Anywhere [Oct 2, 2013]

  • New Dell Venue tablets offer the ability to connect, share, and access content with ease
  • XPS 11 is the world’s thinnest, lightest and most compact 2-in-1 in the world with the world’s first Quad HD display on an 11.6-inch 2-in-1
  • XPS 15 powerhouse laptop offers the world’s first 15.6-inch Quad HD+ display for jaw-dropping visuals and the ultimate experience

Dell today took a bold step in unveiling a new family of tablets and new laptops, including a 2-in-1 Ultrabook. The Dell Venue line of tablets is comprised of four new ultrathin models designed to address the changing way people live and work today. Dell’s “damned sexy” tablets, as described by leading Enderle Group analyst, Rob Enderle, deliver leading performance and quality, backed by Intel processing technology. With compact designs that make it easy to stay connected on the go, the Dell Venue tablets have an exquisite fit and finish.

In addition to the versatile new Dell Venue tablets, Dell is introducing new XPS laptops, each with breakthrough displays for a phenomenal viewing experience with vibrant, crisp images in any available screen size. The new XPS 11, the thinnest, most compact 2-in-1 in the world, also features the first Quad HD (2560 x 1440) display on an 11.6-inch 2-in-1. The XPS 15 multimedia powerhouse boasts a stunningly thin design, and offers as an option the first 15.6-inch Quad HD+ (3200 x 1800) display in the world, which is the highest resolution available on a laptop of that size. Dell is also refreshing its award-winning XPS 13 Ultrabook with faster processors, touch Full HD (1920 x 1080) display and improved battery life. With these three laptops, Dell is leading the industry with the highest resolution displays possible.

“People today expect the best experience possible from their technology – they are counting on it to keep them connected and move with them, wherever they are,” said Sam Burd, vice president Dell Personal Computing Group. “The new Dell Venue tablets and XPS laptops give customers the stellar experience they expect from us, with performance that allows them to work how they want, when they want, in a design they’ll be proud to show off and own.”

Dell Venue Tablets: Connect, Share and Access Content with Ease
Dell Venue tablets are designed to give people on-the-go a wide-selection of sizes and options to meet their varying needs. From 8 and 11-inch Windows-based tablets complete with keyboard and stylus options, to the 7 and 8-inch Android tablets, Dell has created a dedicated brand of tablets to meet the needs of customers who are the epitome of the evolving workforce.

  • The Dell Venue 8 Pro and Dell Venue 11 Pro Windows 8.1-based tablets combine the level of performance, design and responsiveness end-users love while giving IT departments what they need – the ability to integrate into an existing corporate environment with full compatibility with current Windows applications and Microsoft Office integration. Both tablets feature optional advanced security features and services such as TPM and Dell Enterprise Services.
  • The lightweight Dell Venue 8 Pro runs Windows 8.1, has a bright HD IPS display, advanced connectivity options and provides long battery life so range anxiety is no longer an issue. People can also stay productive with Office 2013 Home & Student, included with the device, and the optional Dell Active Stylus.
  • The Dell Venue 11 Pro, also based on Windows 8.1, provides ultimate 2-in-1 flexibility with the power of an Ultrabook, convenience of a detachable keyboard and experience of a desktop. Unlike competitive tablets, it has a user removable/replaceable battery, and its large, Full HD display with wide viewing angles makes it easy to read and create content while staying mobile. It is also available with a variety of keyboard and stylus options:
    • Dell Active Stylus makes it easy to annotate, draw or take notes.
    • Dell Slim Keyboard, designed for travel, also serves as a cover for the screen when folded up.
    • Dell Mobile Keyboard with integrated battery provides all day productivity with a full-sized keyboard while extending the battery life.
    • Dell Tablet Desktop Dock delivers full productivity on a desk with USB 3.0 ports, and dual display out ports for display extension.
  • The Dell Venue 7 and Dell Venue 8 Android-based tablets are affordable, feature-rich tablets for people who want to be constantly connected wherever they are. Both tablets have an upscale fit and finish, and are designed with longevity in mind with the right components so that customers will be just as delighted with their tablet one year from now, as they are on the day they take it out of the box.

All Dell Venue tablets are based on Intel processing power for speed, responsiveness, and battery efficiency. The Dell Venue 7 and Dell Venue 8 feature Intel Atom Z2760 (“Clover Trail”) processors, while the Dell Venue 8 Pro and Dell Venue 11 Pro feature the new Intel Atom quad-core processors, code named “Bay Trail.” The Venue 11 Pro offers up to 4th Generation Intel Core i3 and i5 processor options and Intel vPro for manageability.

Dell XPS Laptops and 2-in-1: The Ultimate Experience with Gorgeous Displays
Dell’s award-winning XPS laptop line just got even better with the new XPS 15 powerhouse laptop, the introduction of the XPS 11 2-in-1, and an update to the flagship XPS 13 Ultrabook. In keeping with the XPS tradition of offering the best computing experience in any product category, the XPS laptops and 2-in-1 feature machined aluminum, carbon fiber, vibrant displays, and Corning Gorilla Glass NBT for performance, durability and the ultimate experience.

  • Starting at 2.5lbs[i] and just 11-15mm thin, the XPS 11 is the world’s thinnest, lightest and most compact 2-in-1 Ultrabook available today, offering a tablet-first design with laptop functionality. It easily transitions from tablet to laptop with a 360 degree rotating hinge design, and an innovative solid surface backlit touch keyboard that provides a superb experience from lap to bag. With a Quad HD (2560 x 1440) display, the highest resolution display in an 11.6-inch 2-in-1 today, the XPS 11 has a bright, crisp viewing experience. The display also features True Color viewing powered by eeColor, which enables customers to enjoy true, rich consistent color in nearly any lighting environment.
  • The XPS 15 continues to be a multimedia powerhouse delivering the highest resolution in its class, and incredible power in an ultra-thin, light wedge design, starting at 4.44lbsi. The XPS 15 is the first 15.6-inch laptop in the world to feature a Quad HD+ display, and also available with a touch option, boasts over 5.7 million pixels – five times the amount of standard HD – for jaw-dropping resolution. Designed for creative enthusiasts, the XPS 15 packs 4th Generation Intel Core i5 and i7 quad core processor options and NVIDIA discrete graphics options. Every XPS 15 boots and resumes within seconds with hard drive configuration options from 500GB to 1TB[ii], both with a 32GB mSATA SSD, to a 512GB solid state drive, all including Intel Rapid Start Technology[iii].
  • The award-winning XPS 13, with its 13.3-inch, edge-to-edge display that innovatively fits into a footprint similar to an 11-inch laptop, is razor thin and light, starting at under 3lbsi. It is now even faster with 4thgeneration Intel Core processors, Intel HD 4400 graphics, and has longer battery life for the mobile professional who values a sleek design, responsiveness and ultimate mobility. Its Full HD display provides a brilliant viewing experience and is now even more versatile with a touch option.

“Dell appears to have its innovative mojo back,” said Tim Bajarin, President of Creative Strategies. “These new products clearly emphasize Dell’s commitment to create innovative mobile solutions for businesses and consumers and I believe represent some of the best products they have made in many years.”

Personal and Professional Content Anytime, Anywhere
The Dell PocketCloud application is pre-installed on all XPS and Venue products, helping users build their own “personal cloud” and remotely manage personal and professional content. By combining PocketCloud with the portability of the new Venue tablets and XPS laptops, mobile workers will be able to enjoy an easy and connected experience with access to all of their apps and content from virtually anywhere.

Get the Most Out of Your Technology with Dell Services
Dell customers can get the most out of their technology with Dell Services, dedicated to keeping them connected and productive, whether they’re using their Dell Venue tablet or XPS purchase for work or home. In addition to the Dell Limited Hardware Warranty, consumers can elect to include additional protection such as Accidental Damage Service[iv], Premium Phone Support and Rapid Return for Repair after Remote Diagnosis[v], which means that their system will be repaired and returned to them within 3-5 business days after remote diagnosis. Likewise, business customers can be rest assured that their devices will fit seamlessly and securely into their corporate IT environment with Dell Enterprise Services like ProSupport[vi] on the Dell Venue 8 Pro and Venue 11 Pro tablets.

Availability and Pricing
The Dell Venue 7, Venue 8, Venue 8 Pro, and new XPS 15 will be available from October 18 on www.dell.com in the United States and select countries around the world. The Venue 11 Pro, XPS 11 and the updated XPS 13 with touch will be available in November. Starting prices are as follows:

  • Venue 7: $149.99
  • Venue 8: $179.99
  • Venue 8 Pro: $299.99
  • Venue 11 Pro: $499.99
  • New XPS 15: $1,499.99
  • XPS 11: $999.99
  • New XPS 13: $999.99

About Dell
Dell Inc. (NASDAQ: DELL) listens to customers and delivers innovative technology and services that give them the power to do more. For more information, visit www.dell.com.

Dell World
Join us at Dell World 2013, Dell’s premier customer event exploring how technology solutions and services are driving business innovation. Learn more at www.dellworld.com and follow #DellWorldon Twitter.

Dell, Dell Venue and XPS are trademarks of Dell Inc. Dell disclaims any proprietary interest in the marks and names of others.

[i] Weights vary depending on configuration and manufacturing variability.
[ii] Hard drives: GB means 1 billion bytes and TB equals 1 trillion bytes; actual capacity varies with preloaded material and operating environment and will be less.
[iii] Intel Rapid Start Technology: Requires a Solid-State Drive (SSD) or properly configured HDD + SSD.
For copy of Limited Hardware Warranty, write Dell USA LP, Attn: Warranties, One Dell Way, Round Rock, TX 78682 or see http://www.dell.com/warranty
[iv] Accidental Damage Service excludes theft, loss and damage due to fire, flood or other acts of nature, or intentional damage. Customer may be required to return unit to Dell. For complete details, visitwww.dell.com/servicecontracts
[v] Remote Diagnosis is determination by online/phone technician of cause of issue, which may take multiple extended sessions. If issue is covered by Limited Hardware Warranty and not resolved remotely, shipping instructions will be provided. Next Business Day shipping not available in all areas, which may delay repair and return times. Other conditions apply. For complete details about Rapid Return for Repair after Remote Diagnosis Service, visit Dell.com/servicecontracts.
[vi] Availability and terms of Dell Services vary by region. For more information, visitwww.dell.com/servicedescriptions.