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Microsoft’s next step in SoC level slot management
Update: Microsoft postpones IDP for 2 weeks to re-consult with chip players [June 2, 2011]
Microsoft has postponed its Integrated Development Program (IDP) for Windows 8 as the plan created significant dissatisfaction within the upstream supply chain. Microsoft is set to re-consult with the five major chip players about IDP, while Microsoft OEM vice president Steven Guggenheimer also paid visits to executives of Acer and Asustek Computer on June 1, to communicate and is set to re-release details of IDP after two weeks, according to sources from notebook players.
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Sources from chip players pointed out that Microsoft’s actions have their reasons, but the way the company unfolded the plan to its partners could make its partners feel unpleasant since players that do not participate believe they will lose the opportunity to launch Windows 8-based products first hand, which could seriously affect their product lineup in the future.
The chip players also noted that the development of ARM-based Windows 8 has difficulties and if Microsoft adopts an open development program as in the past, the company may not have enough manpower to support and answer all the problems and questions chip and system players have.
Following Microsoft’s CES 2011 move to the SoC level slot management of the market, here is the next step in that direction:
Taiwan PC vendors seeking participation in developing Windows 8 [May 25, 2011] (emphasis is mine)
Microsoft has talked with Nvidia, Qualcomm, Texas Instruments (TI), Intel and AMD for their participation in its Integrated Development Program specifically for developing Windows 8 for use in tablet PCs and has asked each IC vendor to invite two PC vendors for joint development and testing, according to industry sources in Taiwan. Taiwan-based PC vendors who have been in long-term partnerships with Microsoft have complained to the Ministry of Economic Affairs (MOEA) because they were not invited to participate, and hope for the government’s negotiation with Microsoft, the sources added.
For each of the five IC vendors, Microsoft seems to have desirable PC vendors such as Samsung Electronics, Hewlett-Packard (HP) and Dell, the sources indicated.
The IC vendors are actually unwilling to invite only two PC vendors because they each have many PC clients and participation of more PC vendors is commercially favorable for them. Thus, the IC vendors have urged Microsoft to invite more PC vendors, but Microsoft has so far insisted on the quota of two for the initial period, the sources said.
Wu Ming-ji, director general of the Department of Industrial Technology under MOEA, indicated the department has heard about Microsoft’s move from Taiwan-based PC vendors although Microsoft has not confirmed it.
In view of the business performance and global reputation of Taiwan-based vendors Acer, Asustek and HTC, the Taiwan government recommends that Microsoft invite them to co-develop Windows 8 in the first round because this would be in Microsoft’s best interest, Wu emphasized.
However, Wu did not indicated whether the government will negotiate with Microsoft or make any arrangement.
What happened at CES 2011 has been described in my CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7, 2011] report.
Since that report is enormously large I will include here all the relevant excerpts regarding the SoC level of slot management:
Microsoft’s CES 2011 presence is summarized in two detailed parts below, one for the System on a Chip (SoC) support announcement and the other based on the Steve Ballmer’s CES 2011 opening keynote. The first one has, however, been a source of great confusion among the company watchers, analysts and observers, therefore before we start the detailed overview in these two parts we should look into that situation first.
While the company has clearly stated that Microsoft Announces Support of System on a Chip Architectures From Intel, AMD, and ARM for Next Version of Windows [Jan 5] even such an ardent Microsoft watcher as Mary-Jo Foles interpreted this as a simple message that CES: Microsoft shows off Windows 8 on ARM [Jan 5]. No wonder that Computerworld has written an article that an Analyst ‘baffled’ by Microsoft talk of Windows 8 on ARM [Jan 6]:
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In an accompanying analysis article IDG News Services has even up the ante by declaring that Microsoft must get ISVs onto ARM bandwagon, Microsoft has a lot of work to do moving Windows to ARM chips [Jan 6]:
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This is all absolutely wrong. The truth is that Microsoft made a strategic decision of moving its core slot management approach to the key System on a Chip (SoC) vendors. It is a decision of enormous significance because up to now the company was managing the slots created by the PC vendors. That is Microsoft had been trying to ensure all along that the client PCs shipped to the market, the “slots” in terms of Microsoft internal way of thinking:
- Are best when they are running Microsoft system software.
- Have that software already installed when the devices are out of the factory floor (with OEM versions)
From now on Microsoft will do a kind of similar thing on the SoC level (and on the screen level as well), this is my conclusion as I carefully compiled all the available information in the two parts available below. This became absolutely obvious to me as I compared the below details with the radically new “slot situation” represented in my previous post Changing purchasing attitudes for consumer computing are leading to a new ICT paradigm [Jan 5].
Look for example how PC vendors were underrepresented in the keynote compared to what had been before (see my earlier posts: Windows slates in the coming months? Not much seen yet [July 13 – Oct 6, 2010] and Windows 7 tablets/slates with Oak Trail Atom SoC in December [Nov 1 – 24, 2010]) as well as how on the electronics industry level things had been changed recently (see my earlier posts: Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23 –Nov 4, 2010,] and Intel’s industry position and prospects for years ahead [Dec 9, 2010]).
Notes:
– Mary-Jo Foley started to discover some, but only some real motives in her latest With Windows coming to ARM, what happens to Windows Embedded Compact? [Jan 7]. There she mused about the really significant fact of the cancellation of Microsoft OEM chief’s planned appearance at the J.P. Morgan Tech Forum at CES (see the final agenda where Microsoft is missing) which was much anticipated by the investor community.
– Although for me that sign is important as well, the fact that HTML5 related announcements (as was anticipated in my previous post of Windows 7 slates with a personal cloud based layered interface for touch-first HTML5 applications on the CES 2011 [Dec 14, 2010] post) were postponed has even much bigger significance. Whatever will come regarding that upto the MIX 2011 of April 12-14 will be equally important to clarify the rest of the new strategic Microsoft picture. Particularly I am expecting that Silverlight technologies will nicely join the already known IE9/HTML5 push in a new platform technology setup.
Part I. The SoC support announcement
Microsoft Announces Support of System on a Chip Architectures From Intel, AMD, and ARM for Next Version of Windows [Jan 5], (emphasis is mine):
Microsoft Corp. today announced at 2011 International CES that the next version of Windows will support System on a Chip (SoC) architectures, including ARM-based systems from partners NVIDIA Corp. [Tegra platform], Qualcomm Inc. [Snapdragon platform] and Texas Instruments Inc [OMAP platform]. On the x86 architecture, Intel Corporation and AMD continue their work on low-power SoC designs that fully support Windows, including support for native x86 applications. SoC architectures will fuel significant innovation across the hardware spectrum when coupled with the depth and breadth of the Windows platform.
At today’s announcement, Microsoft demonstrated the next version of Windows running on new SoC platforms from Intel running on x86 architecture and from NVIDIA, Qualcomm and Texas Instruments on ARM architecture. The technology demonstration included Windows client support across a range of scenarios, such as hardware-accelerated graphics and media playback, hardware-accelerated Web browsing with the latest Microsoft Internet Explorer, USB device support, printing and other features customers have come to expect from their computing experience. Microsoft Office running natively on ARM was also shown as a demonstration of the potential of Windows platform capabilities on ARM architecture.
SoC architectures consolidate the major components of a computing device onto a single package of silicon. This consolidation enables smaller, thinner devices while reducing the amount of power required for the device, increasing battery life and making possible always-on and always-connected functionality. With support of SoC in the next version of the Windows client, Microsoft is enabling industry partners to design and deliver the widest range of hardware ever.
Next Version of Windows Will Run on System on a Chip (SoC) Architectures from Intel, AMD and ARM [Jan 5]
(emphasis is mine) Q&A: In a technology preview at CES, Microsoft demonstrates Windows running on new SoC x86 and ARM-based systems.
The Microsoft News Center team talked with Steven Sinofsky, president of the Windows and Windows Live Division, in advance of the announcement.
Microsoft News Center: Can you give us an overview of what led you to make this announcement today and what the specific news is?
Sinofsky: We are making this announcement now to allow greater collaboration across our expanded partner ecosystem so we can bring to market the widest possible set of PCs and devices, from tablets on up, with the next generation of Windows. We’re at a point in engineering the next release of Windows where we are demonstrating our progress and bringing together an even broader set of partners required to deliver solutions to customers.
We’ve reached a point in technology where everyone really does want everything from their computing experience — the power and breadth of software for today’s laptop, the long battery life and always-on promise of a mobile phone, and the possibilities from a new generation of tablets. Bringing these capabilities together to meet customer demand requires innovation in hardware as well as a flexible, evolving software platform to bring it to life.
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Microsoft News Center: Tell us about your partners on ARM-based systems. How were they selected and what do they bring to the table?
Sinofsky: It takes experienced partners to help deliver Windows to a whole new set of devices and we’re pleased NVIDIA, Qualcomm and Texas Instruments have joined us in this technology demonstration. We look forward to even more robust collaboration between silicon partners and a broader set of partners as we work together to bring new PCs and devices – from tablets on up – to market with the next version of Windows.
Microsoft News Center: You’ve talked about these new systems being ready for the next version of Windows. What does this mean for future hardware innovation on Windows 7?
Sinofsky: Windows 7 continues to be extraordinarily well-received by customers – consumers and businesses – using a broad selection of PCs for a wide variety of usage scenarios. There is no better place to see this array of choice and innovation than at a show like CES. At the Windows 7 launch, we saw a terrific line-up of new offerings from partners, and this CES brings another wave of great Windows 7 PCs across a wide range of form factors and capabilities, including new designs on Intel’s 2nd Generation Intel® Core™ Processor Family and AMD’s Fusion APUs. OEMs are delivering great designs and personalized selection across the wide range of PCs including convertibles, gaming rigs, all-in-ones, ultraportables, everyday laptops, and tablet PCs. We know we’ll see additional waves of hardware innovation over the next several seasons as well and we look forward to continuing to work closely with our partners.
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Microsoft News Center: What exactly are you demonstrating today as part of this announcement with respect to Windows on ARM?
Sinofsky: Today’s demonstrations will highlight the work we have done on the architecture of Windows to enable the richness of the Windows platform to run natively on the ARM platform. That includes support across a full range of scenarios like hardware accelerated media playback, hardware accelerated Web browsing with the latest Internet Explorer, USB device support, printing, and other features customers have come to expect from their computing experience.
The underlying architecture and engineering work includes a significant set of capabilities to run natively on ARM across the low-level subsystems of Windows as we bring Windows together with this new hardware platform.
Today’s demonstration represents the first showing of the next release of Windows. We know many of our most enthusiastic supporters are interested in learning more about the user interface, programming APIs, and other new features to come in Windows. The announcement today is just the start of our dialog with a broad community around Windows and, as with Windows 7, we will be engaging in the broadest pre-release program of any operating system. So there is a lot more to come.
Microsoft News Center: What can you tell us about Office on ARM?
Sinofsky: We’re committed to making sure that Windows on SoC architectures is a rich Windows experience. Microsoft Office is an important part of customers’ PC experience and ensuring it runs natively on ARM is a natural extension of our Windows commitment to SoC architectures.
Microsoft News Center: What else can you say about the next version of Windows?
Sinofsky: What we showed today was a technology preview of how Windows can adapt to run on SoC architectures. We are making this announcement now to enable our silicon partners, including new ARM partners, to collaborate across the ecosystem to bring innovation to market with the next version of Windows. We’re hard at work on all the aspects of the next version of Windows and we’ll share more information when the time is right.
Update: Intel CEO Paul Otellini addresses Microsoft’s ARM move in the wake of record earnings announcement [Jan 13] (emphasis is mine)
The plus for Intel is that as they unify their operating systems we now have the ability for the first time, one, to have a designed-from-scratch, touch-enabled operating system for tablets that runs on Intel that we don’t have today; and, secondly, we have the ability to put our lowest-power Intel processors, running Windows 8 or the next generation of Windows, into phones, because it’s the same OS stack. And I look at that as an upside opportunity for us.
On the downside, there’s the potential, given that Office runs on these products, for some creep-up coming into the PC space. I am skeptical of that for two reasons: one, that space has a different set of power and performance requirements where Intel is exceptionally good; and secondly, users of those machines expect legacy support for software and peripherals that has to all be enabled from scratch for those devices.
Part II. The Steve Ballmer CES 2011 opening keynote and all other Microsoft related
– Footage from the Microsoft keynote with some relevant keynote transcript excerpts included
– New Windows Laptops, Tablets and Slates Showcased
– The Next Generation of Microsoft Surface – LCDs That Can ‘See’
– New Xbox Avatar Capabilities on Display
– Copy-and-Paste Coming to Windows Phone 7
– Additional details for the three PCs demonstrated in the keynote
– Other new PCs
– Hardware acceleration for cloud clients (browsers etc.): AMD Fusion APUs, NVIDIA GeForce 500M [Jan 14]
– Xbox and Surface 2 additional information
– Windows Embedded Standard 7: the first wave of OEM partners exploiting the included Windows Media Center
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See more in my CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7, 2011] report.
Chromebook / box with Citrix Receiver going against Microsoft
Update:
– “Asus is more hesitant about another new entrant to the notebook space: Google Chromebooks. Google introduced these lightweight Web-centric devices in May with Samsung and Acer’s support. Asus works with Google on its tablets and smartphones but Shih said the manufacturer is still assessing the Chromebook market.
”
Asus: Super-Thin ‘Ultrabooks’ Can Capture 50% Of Notebook Market [July 29, 2011]
– “Chromebooks work best for people who live on the web – spending most of their time in a browser using web applications. We expect many consumers as well as many businesses and schools to greatly value the speed, simplicity and security this operating system provides.”
Internet at the heart of everything: Q&A with Chrome OS [July 15, 2011]
– Chromebooks Are Doomed to Fail [PCWorld, May 15, 2011]
The Chromebook is not any lighter or smaller than a standard netbook. It boots up faster, and has longer battery life than a full notebook, but so do most netbooks. The difference between the Chromebook and a standard netbook is that with a netbook you can do everything you can do with a Chromebook, and you can still do all of things you normally do with a PC.
Essentially, buying a Chromebook is like buying a television that is only capable of delivering some of the channels, even though there are televisions available for the same price that can give you all of the channels. The Chromebooks are going to retail from $350 to $500. Funny thing about that–at BestBuy.com there are 15 netbooks listed that range from $230 to $530.
– Google, Intel set to upgrade Chromebook performance [July 20, 2011]
Google plans to upgrade the Chromebook design from originally adopting Atom N570 processors to mainstream Core i series processors to significantly boost system performance, while strengthening the machine’s security. The plan has already received support from Intel with the company giving a 10-20% discount for related processor quotes, according to sources from notebook players.
In addition to Samsung and Acer, there are already several notebook vendors including Asustek Computer, already considering to join the upcoming Chromebook upgrade project and are set to launch related products after the fourth quarter, the sources noted.
The sources pointed out that despite the 12-inch Chromebook is mainly being pushed for its cloud computing capability, with most work being done by the back-end servers, since their hardware specifications are the same as a netbook, while being US$50-100 more expensive than a Windows 7-based netbook, and having an unattractive industrial design, the overall price/performance ratio is disappointing.
Therefore, Google has recently started notifying its partners that Chrome OS already has an obvious upgrade path for its hardware specifications and related security, while the company is also providing assistance with marketing and is aiming to push the product’s price range to above US$500 and increase its attractiveness in the market.
However, some notebook vendors believe Android’s success in smartphones and tablet PCs does not guarantee the success of Chromebook, and Microsoft still has an un-touchable position in the PC industry. Since most consumers are already used to Windows, while Windows has great software compatibility, if Chromebooks cannot outmatch Windows products on pricing, while maintaining standard performance demands, consumers are unlikely to accept a brand new operating system in the short term.
New computers for the browser-based world [May 11, 2011] (emphasis is mine)
For businesses and schools, we’re offering a subscription that includes the Chromebook, a web-based management console and 24/7 support from Google starting at $28 per month for businesses and $20 per month for schools. … to date the innovation has stopped at the PC. We still worry about crashes, long boot times, software incompatibilities, endless program updates, outdated hardware, viruses, and all the other headaches associated with a personal computer. What’s more, managing a PC is expensive when you include setup, maintenance and security – not to mention the lost productivity when things break. According to Gartner Research, the total cost for a desktop computer is between about $3,300 and $5,800 per year and laptops can cost even more.
Chromebooks relieve these pains. They boot in 8 seconds, resume instantly and have WiFi and optional 3G so that users can always stay connected. Since Chromebooks update automatically, the software gets better over time, delivering the latest features as soon as they are released. Chromebooks are the first PCs designed with ongoing security threats in mind, which is critical for businesses. Chromebooks employ the principle of “defense in depth” to provide multiple layers of protection, including sandboxing, data encryption, and verified boot – to help keep your organization safe.
We also recognize that organizations want to centrally manage their Chromebooks, so we’re happy to announce we’re making this easy, with the ability to control accounts, applications and devices from a single web-based console. The new Chromebooks pricing model and simple, central maintenance means that Chromebooks are far more cost-effective than traditional PCs. Companies can save thousands of dollars per employee each year!
… 85% of new software vendors will be focused on developing web-based apps by next year … Chromebooks work with your existing web apps, browser-based apps behind the firewall and we even have a solution for your desktop applications via our collaboration with Citrix. By navigating to an HTML5-based version of Citrix Receiver, users can access virtualized applications such as Adobe® Photoshop® right from the browser.
We believe that a combination of web and virtualized apps will suit most business users today; in fact, a recent survey we commissioned found that two-thirds of companies could already switch the majority of their employees to an exclusively browser-based computing environment.
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Learn more about Chromebooks for Business and how pilot customers are using them.
Update: Another step in the browser-based desktop revolution [May 25, 2011] (emphasis is mine)
Today we’re excited that Citrix has announced Citrix Receiver for Chromebooks, based on HTML5 standards – coming soon to the Chrome Web Store. This is great news for businesses and schools that want to take advantage of a modern browser-based operating system while preserving access to their existing desktop applications. At I/O for instance, we demonstrated Citrix Receiver running on Chromebooks and accessing a virtualized version of Adobe® Photoshop® right from the browser.
Now Chromebook users can not only access the huge number of business web apps and browser-based applications behind the firewall, but through Citrix Receiver they can also access an exhaustive set of desktop applications. This means that organizations don’t have to repurchase or rewrite existing applications when moving to Chromebooks, and they can offer Chromebooks to a wider range of users. We’re working to make the browser the platform for business computing, and we’re happy to be collaborating with Citrix on this transformation.
Update: Citrix Receiver Now Helps Business say “Yes” to More than 1 Billion End User Devices — Self-Service Access to Any SaaS, Web and Windows App [May 25, 2011]
Today at Citrix Synergy™, where virtual computing takes center stage, Citrix Systems announced multiple new updates to Citrix Receiver™, its universal software client that allows companies to deliver corporate apps, desktops and data to any device, whether corporate or employee owned. With today’s announcement, Citrix Receiver is now verified to support more than 1,000 different PC and Mac models, 149 different smartphones, 37 tablets, 10 different classes of thin clients, and all major device operating platforms, including new environments like iOS, Android, webOS and Google ChromeOS. With consumer devices flooding the workplace, Citrix Receiver now gives businesses around the world the power to say “yes” to more than 1 billion end user devices, knowing that they can deliver a secure, high-definition experience to virtually any device in the world.
In addition to offering complete choice and flexibility to use the devices they choose, Citrix Receiver gives end users full self-service choice of the apps they want to run, when Windows, web or SaaS based. The ability to seamlessly interact with all their desktops, apps and data on any device, from any location, effectively gives users 24×7 access to a “personal cloud” where anything they need is just a click or touch away.
By delivering this level of choice and flexibility, customers can achieve increased business productivity and transform IT from managing internal systems to on-demand service delivery. When combined with key Citrix infrastructure products like Citrix XenDesktop®, Citrix XenApp™ and the new NetScaler® Cloud Gateway™, Citrix Receiver provide the essential components to embrace this shift and allow employees to work anywhere, anytime, on any device.
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Supporting Partner Blogs
- Dell: Mobility Means Getting Things Done from Virtually Anywhere
- HP: Enterprise, Start Your Engines
- Google: Another Step in the Browser-based Desktop Revolution
- Samsung Enterprise Solution Group: Virtualized Mobile Office for Enterprises on the new Galaxy Tab 8.9 and 10.1 and Galaxy S II with Citrix Receiver
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Expert Blogs
- Our Vision for Citrix Receiver, Sumit Dhawan, Group VP and GM
- Citrix Receiver: Supporting 1,000,000,000+ Devices and Counting, Benjamin Baer, Sr. Director, Product Marketing
A new kind of computer: Chromebook [May 11, 2011] (emphasis is mine)
A little less than two years ago we set out to make computers much better. Today, we’re announcing the first Chromebooks from our partners, Samsung and Acer. These are not typical notebooks. With a Chromebook you won’t wait minutes for your computer to boot and browser to start. You’ll be reading your email in seconds. Thanks to automatic updates the software on your Chromebook will get faster over time. Your apps, games, photos, music, movies and documents will be accessible wherever you are and you won’t need to worry about losing your computer or forgetting to back up files. Chromebooks will last a day of use on a single charge, so you don’t need to carry a power cord everywhere. And with optional 3G, just like your phone, you’ll have the web when you need it. Chromebooks have many layers of security built in so there is no anti-virus software to buy and maintain. Even more importantly, you won’t spend hours fighting your computer to set it up and keep it up to date.
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Chromebooks will be available online June 15 in the U.S., U.K., France, Germany, Netherlands, Italy and Spain. More countries will follow in the coming months. In the U.S., Chromebooks will be available from Amazon and Best Buyand internationally from leading retailers.
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Day 2 kicked off with the announcement that Chrome is now at 160M active users, up from 70M last year. Watch for more announcements from the Chrome Web Store, Angry Birds, Chromebooks and Chrome In-App Payments.
There is a 30”+ talk about “the power of the web” till [39:00] (with most emphasis on WebGL based things including hardware accelleration) then going to Chrome OS and fast [40:35] moving to Chromebook, then again to Chrome OS which is ending at [52:20], then the use case of using Chromebooks disconnected, hundred of apps on Chrome webstore already working offline, Google Apps coming in June 15, then [54:10] Samsung, Acer (with price starting at $349), Intel etc. partners. From [57:40] the businesses and education institutions part. Along Citrix mentioning VMware as well. At [1:01:30] showing Chromebox as well. Complete End-to-End Offering for businesses. $28/month price complete, changing fundamentally the way computing is … Order directly from Google. … every of our attendee gets a free Chromebook. Ending at [1:08:10]. But no Chrome In-App Payments.
Intel® ATOM Processor N570 [1.66Ghz]
2GB Standard System Memory [DDD3]
16GB SSD (mSATA)White / Titan Silver
WiFi / 3G
$429 / $499SuperBright 12.1” LED display [1280×800]
Battery Hour Life: Up to 8.5 hours (Google Chrome Battery Test)
SlashGear 101: Google Chromebook [May 11, 2011]
This summer, Gmail, Google Calendar and Google Docs will all get “offline support” for Chrome OS – i.e. you’ll be able to use them without a data connection. Netflix and Hulu streaming video support will also be added, though you’ll obviously need to be online for those.
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Google is also readying a desktop version, the Google “Chromebox”, about which little is known but that we’re assuming will bring the same Chrome OS experience to users not concerned about mobility. Since part of Chrome OS’ charm is that users can log in on any machine and get the same experience, schools and businesses could have a combination of Chromebox and Chromebook hardware and staff/students share them depending on where they were going to be working.
Google Chrome OS “Chromebook” Detailed [May 11, 2011]
Hands On With Google’s New Chromebook [May 12, 2011]
Citrix, VMware Bringing Enterprise Apps To Google Chromebooks [May 11, 2011] (emphasis is mine)
Citrix Receiver acts as a front door for enterprise applications stored on XenDesktop and XenApp servers in the customer’s data center, delivering them to notebooks, tablets and mobile devices.
Citrix Receiver For Chrome, currently in beta and slated for launch this summer, will do the same for Chromebooks, Google’s new Web optimized PCs, according to Gordon Payne, senior vice president and general manager of Citrix’s Desktop Division.
Payne says his company has plenty of relevant experience in delivering enterprise applications to Google Chromebooks. “For the past 10 years we’ve been lifting apps up off the desktop, centralizing them in the data centerand delivering them as a service,” he said.
Citrix is looking forward to introducing Chromebooks to its customer base, Payne said. During the Q&A, Payne was asked how this might affect Citrix’s Windows business, a fair question since Citrix is one of Microsoft’s largest partners.
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“Users should be able to use whatever device makes sense to them,” Payne responded. “Bring Your Own Device feeds into this philosophy. Chromebooks are a compelling argument for a new class of hardware, and we at Citrix love diversity.”
VMware, meanwhile, is building a similar version of VMware View that works in the browser, Rajen Sheth, group product manager for Chrome For Business, said in the Q&A. While Citrix has a timetable for its release of Receiver For Chrome, VMware is still in the midst of working on its implementation, Sheth said. VMware did not have a representative at the Q&A.
The virtualization partnerships show that Google is stepping up its efforts to crack into enterprise accounts. Most companies can switch 75 percent of their users to Chromebooks today by using Web applications and virtualization, Sundar Pichai, senior vice president of Chrome, said in a Wednesday keynote at Google I/O in San Francisco.
New Citrix Receiver Lets Chrome Notebook Users Run Windows Business Apps [Dec 7, 2010]
Citrix joined Google on stage at its live Google Chrome event in San Francisco to preview the new Citrix Receiver for Chrome Notebooks.
Today, Citrix Systems (NASDAQ: CTXS) joined Google on stage at its live Google Chrome event in San Francisco to preview the new Citrix Receiver™ for Chrome Notebooks (see today’s related announcement blog). Available soon as a free app on the Google Chrome Web Store, Citrix Receiver will allow Google customers to run their existing Windows business applications directly on the new web-based Chrome notebooks with a native user experience, fast performance, and full enterprise security. As a result, Google customers will be able to enjoy all the benefits of a fast, lightweight, web-based notebook computer for personal use, and still have easy, secure access to their Windows-based work applications, desktops and data at any time (see visuals).
Citrix Receiver also represents a win for corporate IT departments, allowing them to deliver existing enterprise applications and desktops as a secure, on-demand service to Chrome notebook users with no new support requirements – and no compromise in security or user experience. Because Citrix Receiver supports all popular security standards, corporate data is safe at all times. End users also enjoy a rich, high-definition experience for all apps and desktops, thanks to the built-in Citrix HDX™ technology.
Citrix Receiver is a key part of the Citrix end-to-end virtual computing strategy, designed to simplify computing for IT, and give end users more choice and flexibility in how and where they work. It is available today for a wide variety of end user devices, including PCs, Macs, laptops, thin clients, tablets and smartphones.
Pricing and Availability
Citrix Receiver for Chrome Notebooks is scheduled to be available as a free app from the Google Chrome Web Store in the first half of 2011. Citrix Receiver works by connecting to the Citrix XenDesktop® or Citrix XenApp™ servers already running in the datacenters of most corporate customers. Every day, XenDesktop and XenApp deliver virtual desktops and applications to 100 million corporate employees at more than 230,000 enterprises worldwide, including 99 percent of the Fortune 500.Sundar Pichai, Vice President of Product Management for Google
“The web has become an incredibly powerful platform for innovation, allowing users to do much more online than ever before. We’re happy to work with Citrix to give Chrome notebook business users a way to enjoy all the benefits of the web, while still having the flexibility to access important business applications in their work environments.”
Gordon Payne, Senior Vice President and General Manager at Citrix
“The new Chrome notebook breaks new ground in simplifying end user computing devices. Citrix is pleased to be working with Google on this exciting new technology and promise it holds for our joint customers. Together, we can ensure that these new devices are enterprise-ready, allowing our customers to securely run their existing corporate applications on their Chrome notebooks. Extending Citrix Receiver support for Chrome notebooks will provide virtual computing solutions that simplify computing for IT, and enable productive, virtual workstyles for users.”Related Links and Announcements:
- Announcement blogby Sumit Dhawan
- Technical overview blogby Chris Fleck
- Google event webcast
- Announcement: New Citrix Receiver Release Gives IT the “Power to Say Yes” to Millions of New Devices
- Citrix Receiver Cloud demo environment
Google Search Finds Citrix Receiver for Chrome Notebooks [Dec 7, 2010] (emphasis is mine)
Citrix has just announced Citrix Receiver for Chrome Notebooks. The new Google OS and reference design for notebooks is designed to run apps entirely from the web. That’s relatively easy for web and SaaS apps, but for the thousands of corporate Windows apps Google needed another answer in order to make the new platform useful as a business tool or even a consumer device with casual access to work apps. The answer came from talking to CIO’s and IT Pros at companies who would need to endorse the device, ” add Citrix Receiver ” was an obvious solution. ( You can also find the answer by Google searching run windows apps from any device or any variation of that
)
Google’s announcement today included a keynote demonstration of Citrix Receiver accessing a number of Microsoft applications hosted on XenApp. This Receiver for Chrome Notebooks is also unique in that it’s based on HTML5 and requires no download and install like most Receivers. It’s very cool, just click the icon, log-on and everything required comes down from the web. The new Web Receiver interface is presented including the ability to search, subscribe and select favorite apps. The apps launch as expected and the performance is great. What’s different is the apps run maximized inside the Browser vs conventional windowing, and task switching is accomplished through the browser tabs. Check out the demo at http://www.youtube.com/watch?v=Xjb5kFLOz_Q&feature=channel fast forward to Minute 21 [ending at 39:00].
Video footage from the Chrome event on 12/07/10. Sundar Pichai, Product Management Lead for Chrome gives update on Chrome OS and announces the pilot program.
Some screen shots of Citrix Receiver for Chrome Notebooks:
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The Citrix Receiver will also be included in Google’s Chrome Web Store when its available in 1H2011. Users will only need a company provided link to get to a log-on page making app delivery simple for IT.
Google’s entry into the OS market is interesting and fits well with their vision to host everything on the web. Users get device independence, and IT meets the objective to minimize support for distributed end point devices. With Google Chrome for Notebooks, Google will provide automated updates to the OS as required, and security exposures are minimized because nothing can be installed locally. Add Citrix Receiver and IT should be happy. I think user adoption will depend on the devices that hardware vendors come up with. These new Notebook devices will compete with Tablets in the limited task mobility segment and full function Windows 7 Netbooks & Laptops on the other side, time will tell…
Embrace the consumerization of IT – Citrix Receiver gives you the power to say ‘yes’ [Dec 7, 2010] (emphasis is mine)
Today Citrix demonstrated Citrix Receiver for Google Chrome Notebook at Google’s launch event in San Francisco (watch the replay). Citrix Receiver gives people access to their enterprise apps using any device, anywhere – enabling IT to embrace consumerization and make their employees more productive.
Consumerization will force more IT change over the next few years than any other technology or trend. The phrase “consumerization of IT” stems from people’s experiences as consumers of technology at homesuch as using simple online self-service applications, or using mobile devices to instantly access their information and it is changing the way all of us think about computing. Computing has become integrated into our everyday life and is not just for work activities, and it is changing our expecations of what computing at work should be. This is a big trend – something that none of us as individuals can control. As an IT industry, we have no other option but to embrace this trend, and plan for how consumerization will impact computing for people at work.
If you are unsure about what consumerization of IT means for computing at work, here are few things that you need to know:
- End users will have a choice of device – they will be able to use a device of their convenience to get access to their apps. They may be company owned or may be employee owned. You may have users using their corporate Windows device and have other devices that you do not have full control over.
- Users will be able to use the same device for their personal and corporate appssimultaneously.
- Users will prefer a self-service experience to access their apps
These three requirements are almost impossible to address with traditional distributed computing within IT environments. Instead, IT needs to do something different.
Google’s announcement regarding the Chrome OS notebook and Chrome OS Web store is a good example of the choice that people have for computing at home. I attended the Google’s launch event live and found the demos quite interesting – seeing how end users can add their apps to their notebook and run them on-demand. It means that there will be another device that someone at work will show up alongside their corporate PC to access their Windows applications.
This is a problem for IT. Enterprise apps and data were never built for the kind of flexibility and security challenges this kind of user choice and mobility introduces. Many IT teams are now struggling to embrace this “consumerization of IT.”
Citrix’s solution to this problem is virtual apps and desktops along with Citrix Receiver – both designed to deliver any enterprise app or desktop to any user, anywhere. The Majority of these are Windows based apps and soon to be adopted Windows 7 desktops. Citrix Receiver, which is available for virtually every device – Windows PCs/laptops, Macs, iPhones, iPads, Android smartphones/tablets, Blackberry, and Windows Mobile, offers users a high performance access to any enterprise app, anywhere.
Today, Citrix demonstrated an early version of Receiver for Chrome OS Notebook at the Google launch event, showcasing access to enterprise Windows based applications securely with a high definition experience. As with all versions of Citrix Receiver, customer demand is strong, making Receiver a “must have” app for new consumer devices. Google’s enterprise customers asked them to partner with Citrix Google Notebooks can have access to enterprise apps & desktops – most of them based on Microsoft Windows. Citrix Receiver for Chrome Notebook will be available in first half of 2011. Users will be able to download it from Google Chrome Web Store.
So, the next time when an employee says they wish to use one of their devices to access the enterprise apps, you no longer have to say ‘no’. With Citrix Receiver, you have the ability to say ‘yes’ to any device – offering a rich high definition application access to all your employees anytime, anywhere.
Citrix Receiver, XenApp and the Windows Application Delivery Infrastructure
Citrix Receiver is a lightweight software client that makes accessing virtual applications and desktops on any device as easy as turning on your TV.
Much like a satellite or cable TV receiver in a broadcast media service, Citrix Receiver allows IT organizations to deliver desktops and applications as an on-demand service to any device in any location with a rich “high definition” experience.
As long as employees have Citrix Receiver installed, IT no longer has to worry about whether they are delivering to a PC in the office, a Mac at home, or an iPhone on the road. This approach radically simplifies desktop management for IT and gives end users far more flexibility and independence in how and where they work.
XenApp is the central software component of the Citrix Windows Application Delivery Infrastructure. The goals of XenApp and the Citrix Windows Application Delivery Infrastructure are to deliver on-demand applications to both physical and virtual desktops, and to determine and provide the best method of delivery. XenApp offers three methods for delivering applications to user devices, servers, and virtual desktops:
- Server-side application virtualization: applications run inside the Data Center. XenApp presents each application interface on the user device, and relays user actions from the device, such as keystrokes and mouse actions, back to the application.
- Client-side application virtualization: XenApp streams applications on demand to the user device from the Data Center and runs the application on the user device.
- VM hosted application virtualization: problematic applications or those requiring specific operating systems run inside a desktop in the Data Center. XenApp presents each application interface on the user device and relays user actions from the device, such as keystrokes and mouse actions, back to the application.
A typical deployment is shown below. Delivery Services 1.0 provides the infrastructure that enables the next generation of Receiver functionality. The figure shows the architecture of Delivery Services and the interactions between the components in a typical environment.

Citrix Receiver—manages plug-ins, including the Self-service Plug-in, on the user device:
- Online Plug-in/Offline Plug-in—enable users to access their subscribed resources. These plug-ins are used for application streaming when executables for applications are put in profiles and stored on a file server or Web server (the App Hub) which simplifies application delivery to users by virtualizing applications on client devices. To support streaming applications to the server, install either the online plug-in or Web plug-in on user devices. These applications must be published as “stream to server.” The Citrix offline plug-in is the new name for the Streaming Client. To support streaming applications to the user’s desktop (“stream to desktop”), as well as offline access to applications and dual-mode streaming, install both the offline plug-in and online plug-in on user devices. With dual mode streaming (“streamed if possible, otherwise accessed from a server”) XenApp is configured to stream software to client devices; otherwise, virtualize from a XenApp server. If launching a streamed application fails on the client device, XenApp seamlessly streams the application to the server and virtualizes the application on the client device from XenApp.
- Self-service Plug-in (formerly Dazzle)—presents the resources and services available across the configured stores. Enables users to subscribe to and organize their resources. Corporate employees get 24 × 7 self-service access to the applications and content that they need to work productively. The Citrix Receiver self-service view offers a rich, intuitive user experience that requires no training. Citrix Receiver and the Self-service Plug-in make self-service IT a reality, giving users instant access to their resources and bringing the economics of the Web to enterprise IT.
Merchandising Server—delivers plug-ins and configuration updates to Citrix Receiver. Uses the Authentication Service to identify users and provides the administrative interface for configuring, delivering, and upgrading plug-ins for your users’ computers..
Delivery Services—integrates with your existing XenDesktop and XenApp infrastructure and employs Microsoft .NET technology running on Internet Information Services (IIS) and, optionally, Microsoft SQL Server to provide authentication and resource delivery infrastructure for Citrix Receiver and the Citrix Self-service Plug-in. Delivery Services consists of three services:
- Authentication Service—authenticates users to the Citrix servers using explicit authentication and stores user credentials. Once a user’s credentials have been validated, the Authentication Service handles all subsequent interactions with the servers to ensure that users do not need to log on again.
- Stores—retrieve user credentials from the Authentication Service to authenticate users to the Citrix servers. Enumerate the resources currently available from the configured servers and send the details to the Self-service Plug-in so the resources can be displayed to users.
- Database—stores details of user subscriptions plus associated shortcut names and locations. When a user accesses a store with application synchronization enabled, the subscribed resources on the user device are automatically reconfigured so that the configuration is the same as that stored in the Delivery Services database.
Citrix Delivery Services Management console—enables administrators to create and manage stores and the Authentication Service.
Citrix servers—provide desktops, content, and online and offline applications.
The interactions that take place between the components in the environment shown above are described below.
- A user logs on to a device; Citrix Receiver starts automatically.
- If the user has not yet subscribed to any resources or if the user opens Citrix Receiver, the self-service view is displayed.
- The user logs on to the stores that the Self-service Plug-in is configured to contact.
- The Self-service Plug-in sends the user’s credentials to the Authentication Service.
- Merchandising Server uses the Authentication Service to identify the user and sends any configuration updates specified by the administrator to Citrix Receiver.
- The Authentication Service authenticates the user to the Citrix servers that provide the resources in the stores.
- Using the Authentication Service to provide the user’s credentials, the stores contact the Citrix servers, obtain details of the available resources, and send this information to the Self-service Plug-in.
- The Self-service Plug-in aggregates the resources from all the stores, but only those resources that the administrator has made available for this particular user are displayed in Citrix Receiver.
- When application synchronization is enabled for a store, the store queries the Delivery Services database and sends details of the user’s subscribed resources and associated shortcuts to the Self-service Plug-in as part of the resource enumeration process.
- The Self-service Plug-in compares the configuration received from the store with the configuration of the current device to determine whether the user has subscribed or unsubscribed from any resources, or modified any shortcuts on any other devices.
- If any differences are detected between the user’s subscriptions on the current device and the configuration stored in the database, the Self-service Plug-in automatically adds and removes resources and moves or renames shortcuts to resolve the differences.
- The user subscribes to and organizes resources in the self-service view of Citrix Receiver.
- Shortcuts to the subscribed resources are added to the user’s device.
- Any offline applications to which the user subscribes are downloaded from the XenApp farm to the user device by the Offline Plug-in. Once downloading is complete, the applications are available for use.
- If the user subscribes to a Citrix Online product, the associated client application is installed locally on the device. If configured by the administrator, the user may also be prompted to create a Citrix Online account or request an account from the IT department.
- When application synchronization is enabled for a store, the Self-service Plug-in notifies the store of any changes to the user’s subscribed resources and associated shortcuts. The store updates the database with the new configuration.
- The user clicks on a shortcut to a subscribed resource.
- For offline applications, the application starts and runs locally within an isolation environment.For desktops, content, and online applications, the Online Plug-in initiates a session with a XenDesktop or XenApp server providing the selected resource.
More information:
Designing a XenApp Deployment (inside XenApp 6 for Windows Server 2008 R2) [April 11, 2011] where detailed architecture diagrams and explanations are provided as well:
A XenApp deployment consists of three deployment groups: user device (represented in this diagram by Citrix Receiver and Citrix Dazzle), Access Infrastructure, and Virtualization Infrastructure.
- On the left of this diagram are Citrix Dazzle and Citrix Receiver, which represent the set of devices on which you can install client software. Citrix Dazzle provides your users with a selection of applications you have made available to them. Citrix Receiver manages the client software plug-ins that enable your users to interact with virtualized applications. When designing a XenApp deployment, you consider how your users work, their devices, and their locations.
- Access Infrastructure represents secure entry points deployed within your DMZ and provide access to resources published on XenApp servers. When designing a XenApp deployment, you provide secure access points for the different types of users in your organization.
- Virtualization Infrastructure represents a series of servers that control and monitor application environments. When designing a XenApp deployment, you consider how applications are deployed based on your user types and their devices, the number of servers you need, and which features you want to enable in order to provide the support, monitoring, and management your organization requires.
The following diagram shows the access infrastructure in greater detail.
In this access infrastructure diagram:
- All of your users use Citrix Dazzle to choose applications they want to run. Citrix Receiver plug-ins run them.
- Onsite users within your corporate firewall interact directly with the XenApp Web and Services Site.
- Remote-site users access applications through sites replicated by Citrix Branch Repeater.
- Off-site users access applications though secure access, such as Access Gateway.
- The Merchandising Server makes available self-service applications to your users through Citrix Dazzle.
- EasyCall Voice Services enables your users to initiate telephone calls by clicking on telephone numbers displayed in their applications.
- The XML Service relays requests and information between the Access Infrastructure and the Virtualization Infrastructure.
The following diagram shows the virtualization infrastructure in greater detail.
In this virtualization infrastructure diagram:
- The XML service relays information and requests.
- Based on Active Directory profiles and policies, the XenApp servers invoke the correct application delivery type for the user. The XenApp servers provide server-side application virtualization and session management. Session and deployment configuration information are stored in data collectors and a central data store represented by the deployment data store.
- The App Hub provides Streamed Application Profiles, which are client-side virtualization applications housed in your enterprise storage.
- The VM Hosted Apps server isolates problematic applications inside a seamless desktop, which, depending on the user profile, can be virtualized on the user device or on the server. The desktop images are provisioned through Provisioning Server. Session and server configuration information are stored in the deployment data store.
- Provisioning Services delivers desktops to servers, which are stored as desktop images in your image repository.
- SmartAuditor provides session monitoring. Recorded sessions are stored in your enterprise storage and configuration information is stored in the deployment data store.
- Service Monitoring enables you to test server loads so you can estimate how many servers you need for your deployment and to monitor those servers once they are deployed.
- Power and Capacity Management enables you to reduce power consumption and manage server capacity by dynamically scaling the number of online servers.
- Single Sign-on provides password management for virtualized applications. Passwords are stored in the account authority.
Delivery Services & Self Service Plug-in Video Series [March 21, 2011]
– Part 1 – Merchandising Server component, concentrating on what’s new in Merchandising Server 2.1
– Part 2 – Receiver component, concentrating on what’s new in Receiver for Windows 2.1
– Part 3 – Delivery Services component, overview of what Delivery Services 1.0 is all about and how to configure it
– Part 4 – Self Service Plug-in component, covering an overview of Self Service Plugin 2.0, what’s new and how to configure it
Intel’s SoC strategy strengthened by 22nm Tri-Gate technology
Asustek may have difficulties achieving 2011 notebook shipment goal See also: Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [April 17, 2011]
Update 5 [Ivy-Bridge related]
Intel Schedules Core i 3000 “Ivy Bridge” Desktop Processors Launch to Q2 2012 [Nov 30, 2011]
Intel Corp. has notified its partners about its decision to introduce of its next-generation code-named Ivy Bridge processors in the second quarter of 2012. Previously the company planned to release the Core i 3000-series central processing units (CPUs) for desktops in March – April timeframe, which left a possibility to unveil the chips in the first quarter.
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Intel has also disclosed specifications of its next-gen Ivy Bridge chips for desktops to its partners. The initial family to be released in Q2 2012 will not include Core i3-3200-series chips and will consist of Core i7-3700 and Core i5-3500/3400 families.
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Ivy Bridge will generally inherit Sandy Bridge micro-architecture and will sport a rather significant number of improvements. Firstly, it will have certain improvements that will boost its performance in general applications by around 20% compared to Core i “Sandy Bridge” chips (e.g., enhanced AVX acceleration). Secondly, the forthcoming chip will have a new graphics core with DirectX 11 and OpenCL 1.1 support, 30% higher performance compared to the predecessor as well as new video processor and display controllers. Thirdly, Ivy Bridge will feature PCI Express 3.0 x16 interconnection as well as PCIe 2.0 x4 controller. In fourth, the processor will support a number of power management innovations.
Update 4 [Cedar Trail-M related]:
Intel to ship new netbook platform in November [18 Aug, 2011]
Intel recently adjusted the launch schedule of its next-generation
netbook platform, Cedar Trail-M, from September to November because the platform has encountered some graphics driver issues and has not yet passed certification for Windows 7, according to sources from notebook players.The Cedar Trail-M platform will include two new CPUs, 32nm-based Atom N2800 (1.86GHz) and N2600 (1.6GHz), priced at US$47 and US$42, and will replace the existing Atom N475 and N455. The CPUs will also feature an integrated GPU that supports DirectX 10.1 technology. The platform will also adopt the existing NM10 chipsets for southbridge capability.
Since netbooks are no longer a mainstream product in the IT market, while AMD also has a similar-level solution, Intel’s delay of Cedar Trail-M will not affect notebook players much, the sources added.
In addition to the netbook platform, Intel’s new CPUs, Atom D2700 (US$52) and D2500 (US$42), for nettops will also be delayed to November.
Update 3 [CULV related]:
Intel’s CEO Discusses Q2 2011 Results – Earnings Call Transcript Q&A [July 20, 2011]
Uche Orji – UBS Investment Bank
Let me just ask you about Ultrabooks. Sean was quoted at the Computex as saying that this should be about 40% of the consumer mix by the end of next year. If one were to go back and compare this to CULV from a couple of years ago, what makes you more confident that this will achieve this level of success? Do you enjoy the form factor? I think CULV also had performance issues. So if you can talk about the level of confidence you have with Ultrabooks, and how you see that ramping from now until next year to get to that 40%?
Paul Otellini
Well, as I look at this, I don’t think that the Ultrabook strategy is anywhere near equal to the CULV strategy as you call it. That was really a kind of a point product. It was focused on form factor. We didn’t really put a lot of engineering into it with our customers, and we didn’t look at other features. If you will, it’s kind of a trial run in hindsight is the way I would look at it. The Ultrabook project is much more akin to Centrino. It’s a very holistic approach to moving the entire market to a different kind of form factor, not just in terms of its thinness, but in terms of the feature set. I talked about always on, always connected. So the machine is always aware of the networks around it. I talk about instant on, instant boot capability. We talked about building in integral touch into it, another feature set. So this is as much about the features around the skin, or inside the skin, as the shape of the skin. And as we look at this with our customers, we also see that there’s a great deal of engineering that has to be done. Because one thing we know is that today, these feature sets cost more money. But we don’t think that PC prices are going to go up over time. So what we have to do is work with the ecosystem to cost engineer these features for high-volume price point displacement. And that’s the only way you can achieve sort of a 40% number as Shawn predicted in that timeframe is by doing price point replacements. And then looking forward a year later, into the next generation, silicon, it gets cheaper to do it so we could penetrate more of the market.
Update 2 [MacBook Air related]:
– Asustek expects better business performance in 2H11 [Aug 17, 2011]
Asustek Computer expects its performance in the second half of 2011 to be better than that of fellow Taiwan-based companies, according to CFO David Chang.
Asustek is likely to hit record quarterly revenues in the third quarter and is optimistic about business operation in the fourth mainly due to the launch of second-generation Eee Pad Transformer tablets and ultrabook notebooks, Chang said.
Asustek aims at a 14% market share for notebooks in China, and
became the largest vendor in Eastern Europe’s notebook market in the second quarter. In addition, Asustek is poised to make forays into Latin America, especially Brazil and Mexico.Asustek expects to ship 14 million notebooks and 4.5-5 million Eee PCs in 2011, Chang indicated. Asustek shipped 11.4 million motherboards in the first half and expects to ship 22.5-23 million for the year.
– HP to pioneer launching Ultrabook-concept notebooks, say sources [July 11, 2011] “even ahead of the planned release of the UX21 Ultrabook by Asustek Computer slated for September“
– Asustek may have difficulties achieving 2011 notebook shipment goal [July 26, 2011] “of 20 million notebooks and netbooks combined … the shipments may only reach 18.5-19 million units“
– Notebook players to mass produce ultrabooks in September [July 26, 2011]
First-tier notebook players including Hewlett-Packard (HP), Acer, Asustek Computer, Dell and Lenovo are all set to launch ultrabooks in the second half of 2011 with mass production scheduled for September.
However, due to most players still suffering from low yield rates over panel production, Asustek, which already finished developing its ultrabook, is expected to become the fastest to mass produce the ultrabook, according to sources from the upstream supply chain.
For the second half of 2011, Asustek placed orders for 400,000-450,000 ultra-thin notebooks each month to its upstream component suppliers with 100,000 units being ultrabooks.
As for Acer and Dell, due to both players suffering from low panel yield rate at their partners, though the two firms plan to mass produce their ultrabook in September, the production volume and schedule may be delayed.
As for HP, although its ultrabook is rumored to be launched in August and produced by Foxconn Electronics (Hon Hai Precision Industry), the actual release time is estimated to be in the fourth quarter or early 2012.
Update: – Acer Ultrabook pushing for September launch, says paper [Aug 19, 2011]
Acer reportedly is aiming to launch its Ultrabook in September to compete against Asustek’s UX21, which is also set to appear in the month, and has been pushing its development schedule; however, because the Ultrabook has not yet entered mass production, the plan may still be changed, according to a Chinese-language Commercial Times report.
An Acer executive also pointed out that the company has already revised the internal design of its Ultrabook twice and the company will only launch 13-inch models initially, the paper added.
– Asus: Super-Thin ‘Ultrabooks’ Can Capture 50% Of Notebook Market [July 29, 2011]
“Ultrabooks may have a better market than people thought,” said Asus Chairman Jonney Shih in an interview during a rare trip to New York. Shih, who was Chief Executive of the Taiwan-based electronics giant until 2008, cites internal studies as support. The research indicates consumers are willing to pay “a little higher price” than Asus’ other laptops for ultrabooks, he said.
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Shih declined to comment on the UX21′s price. But he was optimistic that ultrabooks would catch on — in fact, even more optimistic than Intel. When the chip giant introduced the ultrabook concept at the Taipei Computex trade show in June, its executives said the new devices could capture 40% of the global notebook market in 18 months. Shih believes that number could reach 50% though he didn’t specify a timeframe for reaching that goal beyond “eventually”.
Shih’s enthusiasm stems, in part, from Asus’ plan to expand its ultrabook selection to include other designs and prices. Future Asus ultrabooks need not be as super-thin as the UX21, Shih explained. Perhaps they will be 18 millimeters thick and come with different — likely, cheaper — processors, said Shih.
Consumers should get more information in a few weeks. Asus is targeting an on-sale date sometime this fall. Though recent reports have pointed to HP as the frontrunner to introduce an ultrabook, Shih said he believed Asus would be first. Asus, he noted, had already designed the UX21 when Intel began approaching manufacturers about making ultrabooks. That head start helped Asus land the distinction of being the first company to show an ultrabook prototype, at Computex.
– Asustek rebuts Intel forecast on low cost of Ultrabooks series [July 26, 2011]
Asustek Computer Inc (華碩), the world’s No. 5 PC brand, yesterday said its upcoming UX series Ultrabook platform would fail to carry price tags of less than US$1,000, as claimed by Intel Corp.
“Unless we use Intel Core i3 chips [the Ultrabooks will not be less than US$1,000]. The price tags will have to go beyond US$1,000 if [more advanced] i5 and i7 chips go into the notebooks,” a person familiar with UX development said.
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Daiwa Capital Market’s analyst Calvin Huang (黃文堯) said on July 13 that Intel was merely cutting prices for its low-voltage processors to help thin and light notebooks make a comeback.
However, in Huang’s view, Intel’s help might not be enough because to make an Ultrabook, other more advanced and expensive components — such as ultrathin panels, solid-state hard drives, metal casings, high-density interconnect and polymer batteries — are required to make it comparable to the MacBook Air.
– Don’t count on ‘ultrabook,’ says Daiwa analyst [July 15, 2011]
“While some believe ultrabooks could revive notebook growth and Asustek [Computer Inc (華碩)], the first to introduce the ultrabook, should benefit, we think the ultrabook is killing notebook contract makers’ premium lines and may dilute their profit margins,” Daiwa Capital Market analyst Calvin Huang (黃文堯) said.
“We forecast zero growth for global notebook shipments for 2011 and believe the ultrabook alone may not be enough to revive notebook growth in 2012,” he said in a report dated Wednesday.
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These ultrabook notebooks are intended to compete with Apple Inc’s MacBook Air, whose worldwide shipments could easily top 600,000 units per month, the report said.
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Daiwa said Intel was lowering the price of its low-voltage processors to make thin and light notebooks mainstream.
“In other words, Intel is cutting prices to stimulate notebook demand,” Huang wrote.
Intel’s subsidy is not enough because to make an ultrabook, other advanced and expensive components, like ultra-thin panels, solid state drives, metal casings and polymer batteries, are required to make it comparable to the MacBook Air.
Huang said these advanced components generally cost 50 to 100 percent more than mainstream components used in notebooks.
Because of this, to match the MacBook Air’s price tag, Taiwanese notebook contract makers may have to compromise and use second-grade components in the ultrabooks, which could compromise performance, he said.
The other deciding factor is that Microsoft Corp’s Windows 8 may or may not add to the overall user experience of ultrabooks, and consumers would only be able to tell when the operating system finally comes on the market late next year, Daiwa said.
– Apple Updates MacBook Air With Next Generation Processors, Thunderbolt I/O & Backlit Keyboard [press release, July 20, 2011]
Apple® today updated the MacBook Air® with next generation processors, high-speed Thunderbolt I/O technology, a backlit keyboard and Mac OS® X Lion, the world’s most advanced operating system. With up to twice the performance of the previous generation, flash storage for instant-on responsiveness and a compact design so portable you can take it everywhere,* the MacBook Air starts at $999 (US) and is available for order today and in stores tomorrow.
… The 11-inch model weighs 2.38 pounds and provides up to 5 hours of battery life, while the 13-inch weighs 2.96 pounds and provides up to 7 hours of battery life. … latest Intel Core i5 and Core i7 dual-core processors … Thunderbolt I/O technology provides expansion possibilities never before available to MacBook Air users. Through a single cable, users can connect to high performance peripherals and the new Apple Thunderbolt Display, the ultimate docking station for your Mac® notebook. Thunderbolt can easily be adapted to support legacy connections such as FireWire® and Gigabit Ethernet. … an innovative glass Multi-Touch™ trackpad … supports Lion’s new Multi-Touch gestures such as momentum scrolling, tapping or pinching your fingers to zoom in on a web page or image, and swiping left or right to turn a page or switch between full screen apps. … also features a brilliant, high resolution LED backlit display that is amazingly thin yet has the resolution of a much larger, bulkier screen.
The 1.6 GHz 11-inch MacBook Air is available in two models, one with 2GB of memory and 64GB of flash storage for a suggested retail price of $999 (US), and one with 4GB of memory and 128GB of flash storage for $1,199 (US). The 1.7 GHz 13-inch MacBook Air comes in two configurations, one with 4GB of memory and 128GB of flash storage for a suggested retail price of $1,299 (US), and one with 4GB of memory and 256GB of flash storage for $1,599 (US). Configure-to-order options and accessories include a 1.8 GHz Core i7 processor, additional flash storage, MacBook Air SuperDrive® and a USB Ethernet Adapter.
Additional technical specifications and configure-to-order options and accessories are available online at www.apple.com/macbookair.
– Mac OS X Lion Available Today From the Mac App Store [July 20, 2011]
Some of the amazing features in Lion include: new Multi-Touch® gestures; system-wide support for full screen apps; Mission Control, an innovative view of everything running on your Mac; the Mac App Store, the best place to find and explore great software, built right into the OS; Launchpad, a new home for all your apps; and a completely redesigned Mail app.
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Additional new features in Lion include:
- Resume, which conveniently brings your apps back exactly how you left them when you restart your Mac or quit and relaunch an app;
- Auto Save, which automatically and continuously saves your documents as you work;
- Versions, which automatically records the history of your document as you create it, and gives you an easy way to browse, revert and even copy and paste from previous versions; and
- AirDrop, which finds nearby Macs and automatically sets up a peer-to-peer wireless connection to make transferring files quick and easy.
Mac OS X Lion is available as an upgrade to Mac OS X version 10.6.6 Snow Leopard® from the Mac App Store for $29.99 (US). Lion is the easiest OS X upgrade and at around 4GB, it is about the size of an HD movie from the iTunes Store®. Users who do not have broadband access at home, work or school can download Lion at Apple retail stores and later this August, Lion will be made available on a USB thumb drive through the Apple Store® (www.apple.com) for $69 (US). Mac OS X Lion Server requires Lion and is available from the Mac App Store for $49.99 (US).
– The web weighs in on iOS-like Mac OS X Lion [July 21, 2011]
iOS-inspired Multi-Touch gestures, full screen apps, Mission Control, Launchpad, autosave and a brand new Mail application are just a few of the most lauded features in the eighth major release of the Mac OS X platform.
Reviews ranged from one-line tweets from early adopters to in-depth, book-length reports covering every facet of the OS.
“Apple’s Lion Brings PCs Into Tablet Era,” said Walter S. Mossberg writing for AllThingsD. His enthusiastic tone was echoed throughout the blogosphere with only minor complaints getting any airtime.
Microbloggers praised Lion’s low price, “One perk about Lion, you buy it once, you can put it on all your machines (as long as you use the same App Store login),” and posted their initial thoughts.
– 8 Features Mac OS X Lion Borrowed from its Little Brother, iOS [July 25, 2011]
Apple is slowly but surely, making the transition from iOS or the mobile world as a whole, over to the Mac. We already know that Apple is selling more iPads than Macs, but what we did not know is that Apple is replicating the iOS experience on its Mac lineup, but that is clearly the case. Much has been said about the “post PC era” and we have seen many new features over the past few months making their way to mobile first and only Web or desktop second.
The following 8 features, or should we call them functionalities, that are built into Lion are clearly taken from the iOS experience and ported over to the Mac:
1: Multitouch Gestures
… In Lion, you can swipe between desktops using three fingers, go Back or Forward in Safari using two, and activate Mission Control using three fingers. … I am now using the Trackpad on my Macbook Air exclusively.
2: Multiple Home Screens
… the new Mission Control system behaves exactly like many mobile devices do in that you can easily swipe between active applications and work in parallel on different projects. …
3: Scrolling Method
… Basically, just like on iOS, in Lion you are dragging the content and not the scroll bar. … Personally, it has completely grown on me and now my PC is what seems foreign to me.
4: The Mail UI
… the UI, which is pretty much identical to the iPad Mail app, which is one of the best email UIs I have ever used. The new Lion Mail resembles the iPad Mail app in so many ways including the simple setup, the side by side user interface, and much more.
5: Jiggling Icons and Folders
I totally missed these features until someone on Twitter pointed them out to me. When you are in your LaunchPad in Lion, a long press on an icon will cause all the icons to jiggle (out of lack of a better word) and you can then move them around or delete them from Launchpad. You don’t need a good imagination to see that this is identical to iOS. Of course, you can also drag one icon on top of another and create a folder, again, exactly like in iOS.
6: Air Drop
Of course transferring files is not something new to computers, but Airdrop enables you to share a file with another Mac in your nearby vicinity. This is of course something we were able to do for years on mobile devices with some old school devices using Infrared and the newer phones using Bluetooth to share files. Yes, computers also have Bluetooth and can share files, but if you have used Airdrop, you must have felt that the experience very much resembled that of a mobile device sharing with another one in its proximity.
7: Full Screen Apps
I have been running Safari in full screen mode for the past few days and I can safely say, I cannot go back to the non-full screen mode. This new option of running Mac apps in full screen and certain options appearing as you hover over a certain location on the screen is yet another feature borrowed from iOS. Just think about the Photos app on your iPhone and how the pictures appear in full screen until you want the navigation options to appear and bring you back to the album or onto the next picture. Not convinced? Check out the Reader option in Safari on iOS5. That is exactly the same as full screen on Lion minus the removal of ads, which is not something included in Lion’s full screen mode.
8: No Wire Download
Maybe this one should be first on the list, but when have we ever seen a computer’s operating system that the user can download from an app store on the current operating system? Just trying to wrap my head around the concept is starting to give me a headache. How can I download the OS as an app within the current OS and then install it over the current OS without an external disk or USB drive? Yet, Apple pulled it off and made the whole upgrade process as seamless as any upgrade I have ever done. The whole experience of the app store and downloading updates over the air is so mobile-like, and just a few days ago, Apple enabled OTA updates for iOS with iOS5 beta 4.
Update 1 (Computex-related):
– Intel paying handsomely to attract downstream vendors into launching Ultrabooks [July 4] (emphasis is mine)
Intel has recently started planning a new marketing strategy for its Ultrabook concept and has invested heavily into the related budget and resources hoping to attract first-tier notebook vendors into developing Ultrabooks, according to sources from downstream notebook players.
Due to the failure of Intel’s Consumer Ultra Low Voltage-based (CULV-based) ultra-thin notebooks in 2009, while the notebook market has been severely impacted by tablet PCs, most notebook vendors are taking a conservative attitude toward Intel’s Ultrabook concept and Intel is hoping its heavy investment will be able to attract these vendors to launch Ultrabook products, the sources noted.
Intel announced its Ultrabook concept in June with a goal of having 40% of the global consumers notebooks using its Ultrabook concept at the end of 2012. Asustek is already set to launch its first Ultrabook concept-based notebook, UX21, in September.
Although Intel is providing a significant budget to support its partners launching Ultrabooks, the Ultrabook CPUs’ rather high prices are currently still affecting downstream vendors’ willingness to adopt as vendors are still concerned whether the Ultrabook product’s prices can reach as low as US$1,000 as claimed by Intel. Although the vendors have already started testing Ultrabooks, most of them are still conservative about opening projects for production.
Currently, most of the vendors are monitoring Asustek’s performance with its UX21 and will cut into the market when the timing is appropriate.
For the Ultrabook product line, Intel has recently launched four dual-core CPUs and is set to launch a single-core Celeron 787 CPU in September and Celeron 857 in the fourth quarter to replace Celeron 847, the sources added.
– The “Ultrabook™”
(part of Intel’s Maloney Talks Mobile Growth, Industry Opportunities at Computex [May 30, 2011], emphasis is mine)
Intel’s vision is to enable a new user experience by accelerating a new class of mobile computers. These computers will marry the performance and capabilities of today’s laptops with tablet-like features and deliver a highly responsive and secure experience, in a thin, light and elegant design. The Ultrabook™ will be shaped by Moore’s Law and silicon technology in the same way they have shaped the traditional PC for the past 40 years.
[Sandy Bridge / Ivy Bridge relevance is only from 00:48 on.]
Maloney described three key phases in the company’s strategy to accelerate this vision, which begins to unfold today with the company’s latest 2nd Generation Intel® Core™ processors. This family of products will enable thin, light and beautiful designs that are less than 20mm (0.8 inch) thick, and mainstream price points under US$1,000. Systems based on these chips will be available for the 2011 winter holiday shopping season and include the UX21, ASUS* Ultrabook™. ASUS Chairman Jonney Shih joined Maloney on stage to showcase the company’s new ultra-thin laptop based on the latest 2nd Generation Intel Core processor.
“At ASUS, we are very much aligned with Intel’s vision of Ultrabook™,” said Shih. “Our customers are demanding an uncompromised computing experience in a lightweight, highly portable design that responds to their needs quickly. Transforming the PC into an ultra thin, ultra responsive device will change the way people interact with their PC.”
Building on the latest 2nd Generation Intel Core technology, Maloney outlined the next generation Intel processor family codenamed “Ivy Bridge,” which is scheduled for availability in systems in the first half of 2012. Laptops based on “Ivy Bridge” will bring improved power efficiency, smart visual performance, increased responsiveness and enhanced security. “Ivy Bridge” is the first high-volume chip based on Intel’s 22 nanometer (nm) manufacturing technology that uses a revolutionary 3-D transistor design called Tri-Gate announced in May. Maloney also highlighted complementary USB 3.0 and Thunderbolt™ technologies which are part of Intel’s ongoing work to drive the PC platform forward.
Following “Ivy Bridge,” planned 2013 products codenamed “Haswell” are the third step toward achieving the Ultrabook™ and reinventing the capabilities of the laptop in ultra thin and light, responsive and more secure designs. With “Haswell,” Intel will change the mainstream laptop thermal design point by reducing the microprocessor power to half of today’s design point.
End of the updates
Intel Reinvents Transistors Using New 3-D Structure [May 4, 2011] (emphasis in red is mine)
For the first time since the invention of silicon transistors over 50 years ago, transistors using a three-dimensional structure will be put into high-volume manufacturing. Intel will introduce a revolutionary 3-D transistor design called Tri-Gate, first disclosed by Intel in 2002, into high-volume manufacturing at the 22-nanometer (nm) node in an Intel chip codenamed “Ivy Bridge.” A nanometer is one-billionth of a meter.
…
The 22nm 3-D Tri-Gate transistors provide up to 37 percent performance increase at low voltage versus Intel’s 32nm planar transistors. This incredible gain means that they are ideal for use in small handheld devices, which operate using less energy to “switch” back and forth. Alternatively, the new transistors consume less than half the power when at the same performance as 2-D planar transistors on 32nm chips.
…
Just as skyscrapers let urban planners optimize available space by building upward, Intel’s 3-D Tri-Gate transistor structure provides a way to manage density. Since these fins are vertical in nature, transistors can be packed closer together, a critical component to the technological and economic benefits of Moore’s Law. For future generations, designers also have the ability to continue growing the height of the fins to get even more performance and energy-efficiency gains.
“For years we have seen limits to how small transistors can get,” said Moore. “This change in the basic structure is a truly revolutionary approach, and one that should allow Moore’s Law, and the historic pace of innovation, to continue.”
World’s First Demonstration of 22nm 3-D Tri-Gate Transistors
The 3-D Tri-Gate transistor will be implemented in the company’s upcoming manufacturing process, called the 22nm node, in reference to the size of individual transistor features. More than 6 million 22nm Tri-Gate transistors could fit in the period at the end of this sentence.
Today, Intel demonstrated the world’s first 22nm microprocessor, codenamed “Ivy Bridge,” working in a laptop, server and desktop computer. Ivy Bridge-based Intel® Core™ family processors will be the first high-volume chips to use 3-D Tri-Gate transistors. Ivy Bridge is slated for high-volume production readiness by the end of this year.
This silicon technology breakthrough will also aid in the delivery of more highly integrated Intel® Atom™ processor-based products that scale the performance, functionality and software compatibility of Intel® architecture while meeting the overall power, cost and size requirements for a range of market segment needs.
Newsroom: Intel 22nm 3-D Tri-Gate Transistor Technology, Version 29 [May 2-5, 2011]
Fact Sheets & Backgrounders
- Fact Sheet: Global Intel Manufacturing Fact Sheet(PDF 414KB)
- Presentation: Intel Announces New 22nm 3D Tri-gate Transistors(PDF 6.4MB)
- Presentation: 22nm Details(PDF 1.1MB)
- Fun Facts: How small is 22nm?(PDF 150KB)
- Backgrounder: History of the Transistor (PDF 218KB)
Event Replay
Photography
Related Information on Intel.com
Video Animation: Mark Bohr Gets Small: 22nm Explained [May 4, 2011]
First Demonstrations of Intel’s 22nm 3-D Tri-Gate Transistors [May 3, 2011]
FinFETs Extend Intel’s Technology Lead [Tom R. Halfhill of the Linley Gwennap Group, May 6, 2011] (emphasis in red is mine)
Cadillac introduced tailfins to evoke high-tech style in the 1950s, but Intel’s new finned transistors are far from cosmetic. Purely functional, highly efficient, yet equally brash, these fin-shaped field-effect transistors (finFETs) are sure to be copied as widely as Cadillac’s useless appendages—and they will play a similar role in defining an era.
Intel calls finFETs “tri-gate” transistors, touting them as the first true three-dimensional devices built on planar integrated circuits. A tri-gate transistor folds a conventional planar gate into an inverted U-shaped fin that protrudes above the silicon substrate. By coating all three sides of the fin with metal, Intel builds a 3-D gate structure that has much more volume than a planar gate while still squeezing into the same horizontal space.
Tri-gate transistors can handle greater drive currents, allowing higher clock frequencies. They can switch states at a lower threshold voltage without sacrificing as much switching speed, which reduces dynamic power consumption. In addition, the thicker gate leaks less current, reducing static power. As always, chip designers can trade off these factors in various ways to achieve the best balance of performance and power consumption for the target application.
Intel will use the new transistors for both logic circuits and memory arrays in all its microprocessors built in the next-generation 22nm process, which debuts later this year. The company has demonstrated PC and server processors built with the new technology and is already shipping samples to OEMs for system design. Volume production is scheduled to begin in the fourth quarter and ramp quickly next year. And Intel isn’t hedging its bets: contrary to rumors, the new chips will use tri-gate transistors universally, abandoning planar transistors forever.
FinFETs reinforce Intel’s significant lead in chip fabrication. In addition to using new transistors, Intel is moving to the 22nm mode about two years ahead of the rest of the industry, which is only now beginning the transition to 32/28nm technology. The independent foundries serving virtually all of Intel’s competitors have no plans to use finFETs before the 14nm node—and adoption may be tentative even then. It appears that Intel has gained a head start of at least four years, much as the company achieved in 2007 by introducing high-k metal-gate (HKMG) transistors at the 45nm node. FinFETs could boost Intel’s position in the mobile and consumer markets, where it needs an edge to overcome entrenched competitors. —Tom
Multigate device – Varieties – FinFETS [wikipedia excerpt on May 10, 2011]
The term FinFET was coined by University of California, Berkeley researchers (Profs. Chenming Hu, Tsu-Jae King-Liu and Jeffrey Bokor) to describe a nonplanar, double-gate transistor built on an SOI substrate,[6] based on the earlier DELTA (single-gate) transistor design.[7]The distinguishing characteristic of the FinFET is that the conducting channel is wrapped by a thin silicon “fin”, which forms the gate of the device. The thickness of the fin (measured in the direction from source to drain) determines the effective channel length of the device.
In current usage the term FinFET has a less precise definition. Among microprocessor manufacturers, AMD, IBM, and Motorola describe their double-gate development efforts as FinFET development whereas Intel avoids using the term to describe their closely related tri-gate [1]architecture. In the technical literature, FinFET is used somewhat generically to describe any fin-based, multigate transistor architecture regardless of number of gates.
A 25-nm transistor operating on just 0.7 Volt was demonstrated in December 2002 by Taiwan Semiconductor Manufacturing Company. The “Omega FinFET” design, named after the similarity between the Greek letter “Omega” and the shape in which the gate wraps around the source/drain structure, has a gate delay of just 0.39 picosecond (ps) for the N-type transistor and 0.88 ps for the P-type.
Multigate device – Varieties – Tri-gate transistors (Intel) [wikipedia excerpt on May 10, 2011]
Tri-gate or 3-D are terms used by Intel Corporation to describe their nonplanar transistor architecture planned for use in future microprocessors. These transistors employ a single gate stacked on top of two vertical gates allowing for essentially three times the surface area for electrons to travel. Intel reports that their tri-gate transistors reduce leakage and consume far less power than current transistors. This allows up to 37% higher speed, and a power consumption at under 50% of the previous type of transistors used by Intel.[8]
Intel currently plans to release a new line of CPUs, termed Ivy Bridge, which feature tri-gate transistors. [9] Intel has been working on its tri-gate architecture since 2002, but it took until 2011 to work out mass production issues. The new style of transistor was described on May 5, 2011, in San Francisco.[10] Intel factories are expected to make upgrades over 2011 and 2012 to be able to manufacture the Ivy Bridge CPUs.[11] As well as being used in Intel’s Ivy Bridge chips for desktop PCs the new transistors will also be used in Intel’s Atom chips for low powered devices.[10]
In the technical literature, the term tri-gate is sometimes used generically to denote any multigate FET with three effective gates or channels.
Intel(‘s) Take(s) On Tablets & Other Mobility Devices [May 6, 2011]
Part of being an Intel Advisor is getting insights and information directly from inside Intel. This month’s conference call with Intel and other Intel Advisors was no different and we learned about a hot topic in the Tech industry – the tablet race. Leading our discussion was Mark Miller, director of outbound marketing from Intel’s Netbook and Tablet team. Not only did we learn Mark’s take on tablets and other mobility devices, but also he explained Intel’s vision to take ON tablets and these devices and move the space forward.
…
Miller breaks down the “Mobility” category into 3 segments: Netbooks, Tablets and a new third category which they are simply calling a “Hybrid Device.”
Exploring the Categories
What’s below is obviously not an exhaustive discussion of these categories, as the specs, features, ideas and concepts are still being decided on and written. But the Advisor briefing definitely got the gears spinning.
Netbooks
… there still is demand, especially for an even lower price point…the magic number of $199 for a netbook targeted towards emerging markets, schools & education or even as a second PC. But users might not be waiting simply for a lower price, they want better performance from the CPU and more powerful graphics capabilities. To accomplish this, Intel will be introducing a new Atom processor, code named “Cedar Trail” which is expected to be released in the second half of 2011. Core to this updated netbook infrastructure will be the addition of more PC-like features like Wi-Di or PC sync. I saw Wi-Di (“Wireless Display”) in action at a couple of shows; it’s an impressive way to share multimedia content from a computer to a big screen TV. Simply start playing a movie, for example, on a Wi-Di enabled computer and then with an appropriately configured TV, your media starts streaming. It’s very similar to Apple’s AirPlay.
Tablets
… In April of this year, Intel introduced a new Atom processor for tablets, code name “Oak Trail” which should start hitting tablets in May. Most of Intel’s efforts has been around Windows 7-based tablets but there are definitely efforts underway to handle other mobile OSes like Android.
… Miller acknowledges that Intel is a bit behind the game in the tablet race. However, they do seem to also have a differentiating vision, in my opinion. With Apple, it’s pretty much one size fits all, meaning the experience is focused more around the device and less around a particular user’s use case. I think that this is fine for Apple, as this is where they want to be, providing an elegant and easy to use, but controlled environment. Intel believes, however, that tablets should be as individual as you are, meaning that you should be able to customize and tailor a tablet to better fit a given user. With the iPad, IT is the center as opposed to the person using it being the center. This concept actually is even more appropriate for the 3rd category below.
Intel will be working to make the processor technology within tablets faster, while designing their chipsets to use less power and be smaller, thus allowing for thinner tablets. Some benchmarks outlined by Miller was getting below 8mm in thickness (e.g., “thinness”) and having 10 hours active battery life with 30 days of standby – pretty much a good standard. If they can pull this off running a mobility version of Windows 7, that would be impressive.
…
“Hybrid Device”
This next category is really the intriguing one and represents a merging of the best features and technology available to netbooks and tablets. There are already devices like this in the market, in fact, Microsoft had supported this type of computer many years before the iPad even came out. We have seen swivel-display computer from Fujitsu, for example, that had a screen that pivots to cover a keyboard. This “hybrid” style is exactly something that Intel believes is worth investing in. Think about coupling a touch screen display (e.g., a tablet) with a keyboard (e.g., a clamshell or netbook) and you have this hybrid device. The Dell Inspiron Duois a current example of this type of form-factor.
However, Miller believes that there is much more to be done with this form-factor and the underlying OS and software driving it. Without offering many details, he did say they will be ultra thin with low power consumption, which seems to be a common thread on all new consumer electronics devices coming out these days. But what was presented was the idea of this device really meeting multiple yet individual needs. For example, you could have it so that if when you are using the keyboard and are at work, you would use Windows 7 as the OS, but when you went home and move more to a tablet-appropriate environment, the OS might shift to Android. Also, as kids are growing up using these devices much the same way we used pen and paper, there could be appropriate “user environments” within this hybrid device to satisfy their needs.
…
So What’s Next?
12 to 18 months ago, tablets didn’t exist (although there are plenty of people who will disagree with this statement). So, to qualify that a bit more, I would say the modern, consumer-friendly tablet didn’t exist. In another 12-18 months, the tablets (like the iPad) that we know and love currently will be long gone and replaced with devices that are more powerful, thinner, multi-function with batteries that last 20 hours of active use, and capable of powering full entertainment systems and replace computers. Well, I could be dreaming a bit.
Oh, and one more thing…on Wednesday, Intel introduced a new design to their transistor chip. Called “Tri-Gate,” this revolutionary 3-D designclearly shows Intel’s innovation at work. While the concept of this design has been discussed for several years, Intel is the first manufacturer to move this design into production. It provides not only performance improvements, but also allows for power reduction within 22nm-based devices that include the categories mentioned above.
Above you can see an illustration of the 32nm transistor (on the left) compared to the new 22nm (on the right). The yellow dots represent how the current flows. The 32nm illustrates current flowing along a plane while the 22nm shows it flowing on 3 sides of a vertical fin.
But back to the tablet race, Apple seems to have the lead…for now. But as companies regroup and look to improve, I’m expecting some pretty innovative products coming out. I think with Intel working to drive the innovation from within, providing more powerful and smaller chipsets to power these emerging tablets, we are just beginning to see a really exciting market develop and emerge.
Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market
Update: Intel will be able to maintain the original 22nm timetable with delivery of Haswell and next-gen Atom products on 22nm in Q2 2013 (see: Intel Haswell: “Mobile computing is not limited to tiny, low-performing devices” [Nov 15, 2012]). This progress, however, will not be enough against the 28nm ARM SoCs of that time, so it is proceding further as fast as only could to 14nm. Expect products from this in H2 CY2014: Intel progressing in development of 14nm technology, says CTO [DIGITIMES, Dec 5, 2012]
Intel CTO Justin Rattner on December 4 said that Intel’s development of 14nm technology is on schedule with volume production to kick off in one to two years and development of 18-inch wafers is under way through cooperation with partners.
Rattner also noted that Intel’s aggressiveness over technology advancement will allow Moore’s Law to extend for another 10 years.
At the end of 2013, Intel will enter the generation of 14nm CPUs (P1272 [process: a shrink from the previous P1270 22-nm process as well as a reduction in power consumption]) and SoCs (1273), while expanding its investments at its D1X Fab in Oregon, and Fab 42 in Arizona, the US and Fab 24 in Ireland, and will gradually enter 10nm, 7nm and 5nm process generations starting 2015.
As for Intel’s competitors, Samsung is already set to enter 20nm in 2013 and is already working on its 14nm node, while Taiwan Semiconductor Manufacturing Company’s (TSMC) 20nm process will enter small volume production in the second half of 2013 with the first 3D-based FPGA chips to also start.
Globalfoundries has previously announced its 14nm FinFET process will start pilot production at the end of 2013 and enter mass production in 2014.
As for 18-inch wafers, Intel has invested in Holland-based ASML for its EUV technology, and related technologies are expected to start entering production in 2017.
See also: Intel’s industry position and prospects for years ahead [Dec 9, 2010]
Follow-up:
– Intel’s SoC strategy strengthened by 22nm Tri-Gate technology [May 10, 2011]
– Netbook prices starting $50 less at $200 via Intel MeeGo strategy [July 29, 2011]
Intel adjusts netbook strategy [April 14, 2011]
Intel has recently adjusted its netbook strategy and is set to cooperate with its partners including Asustek Computer and Acer to launch netbook devices priced below US$199 in regions such as the Middle-East, Latin America and Eastern Europe, according to sources from notebook players.
As for markets such as Europe, the US and China, Intel will continue to push netbook models using the new Cedar Trail-M platform and will add new technologies such as Wireless Display (WiDi) and wireless audio into these devices, for a price of US$299-599 depending on specifications and operating system.
Netbook models priced at US$199 will adopt Intel’s own MeeGo operating system and Intel is currently working on developing content and applications that suit each region and has already demonstrated engineering samples to its partners. Asustek, Acer and several China-based second-tier white-box netbook players have already prepared to launch machines with Intel’s US$199 platform in the second half of 2011.
Updates from Computex 2011:
– Chip Shot: Intel Unveils Innovative New Concept Design, “Keeley Lake” [May 31, 2011]
At Computex, Intel unveiled “Keeley Lake ” an innovative, newly-developed convertible design based on the upcoming Intel® Atom™ netbook platform, codenamed “Cedar Trail.” Whether creating with a keyboard or browsing with touch, “Keeley Lake” will offer customers the best of both worlds with stylish designs, sleek form factors, new capacitive multi-touch displays and thinness from 17mm-20mm. Designs like “Keeley Lake” based on “Cedar Trail” will provide the most flexible platform of choice by enabling operating systems including Chrome OS, MeeGo and Windows. Intel has enabled ODMs with the “Keeley Lake” design and already started to see the demand.
– Chip Shot: Medfield – The Next Generation of Tablets from Intel [May 31, 2011]
At Computex, Intel reiterated its Atom System on a Chip (SoC) roadmap, highlighting “Medfield,” which will be built using Intel’s 32nm high-k metal gate process technology. The purpose-built solution will provide lower power, a smaller footprint and more integration of features and performance for the tablet market. “Medfield” will enable sub-9mm tablets that weigh less than 1.5 pounds and provide all day battery life. The processors will be in production later this year for tablet designs in market the first half of 2012 and support a range of operating systems including Google Android (“Honeycomb”), Windows and MeeGo.
– Chip Shot: MeeGo Netbooks Based on Intel Atom Arrive at Computex [May 31, 2011]
The ecosystem around MeeGo-based netbooks expands with the introduction of devices including the Acer Aspire One Happy 2, Asus Eee PC X101, Samsung N100 and Lenovo IdeaPad S100 at Computex. These systems are based on the new, 1.33 GHz single-core Intel® Atom™ processor N435. These netbooks will provide new levels of affordability for market expansion. Acer and Asus netbooks will come pre-loaded with the Intel AppUpSM center in select countries. Also at Computex, Acer demonstrated a MeeGo-based tablet on stage at the Intel netbook, tablet and software focused satellite event.
– A Brief Interview with Intel’s Sean Maloney [May 27, 2011]
Editor’s Note: A few days before traveling to Taipei, Taiwan, where he is slated to deliver a keynote address at Computex 2011, Intel Free Press had a chance to sit down for a brief conversation with Intel Executive Vice President Sean Maloney, the newly named chairman of Intel China. Maloney returned to work in January after suffering a stroke last year.
…
IFP: How do you challenge the critics who are saying that some of this is too little, too late — that the ARM ecosystem is too firmly established now, particularly in tablets and phones?
Maloney: The ARM ecosystem is really well established, but I don’t think that anyone is in the position that Intel is in to get all the way from the bottom to the top. In process technology, we are still 2 years or more in front. I think it will be a good 4 or 5 years.
IFP: Intel has talked a lot about accelerating the SoC (System-on-a-Chip) roadmap, which according to some pundits can’t happen fast enough. Why is it taking so long for the company to accelerate Atom SoCs and is there anything you can do to make it go faster?
Maloney: Well, unfortunately 2 years ago we thought that the market was not moving as fast as it has moved. Now we’ve announced that we will be doing one new process generation every year for the next 3 or 4 years. That’s pretty fast. It’s a big acceleration from where we are now.
IFP: Intel CEO and President Paul Otellini mentioned during the recent investors meeting that China is poised to be No. 1 in the PC market next year. What does that mean for Intel?
Maloney: It means everything, right? The U.S. was the first and foremost market for 43 years at Intel. Now it’s going to be China, No. 1. That’s amazing. Really, I am excited about China. It’s the first market for Intel next year. There are so many things we can do in China, and we’re going to do them.
– Accelerating the Intel® Atom™ Processor Roadmap (part of Intel’s Maloney Talks Mobile Growth, Industry Opportunities at Computex [May 30, 2011], emphasis is mine)
Maloney highlighted key milestones and additional details on upcoming generations of Intel Atom processor-based platforms for tablets, netbooks and smartphones. The Atom processor will outpace Moore’s Law, accelerating from 32nm through 22nm to 14nm within 3 successive years. Having a cadence of a new-process-generation every year will result in significant reduction in transistor leakage, lower active power and an increase of transistor density to enable more powerful smartphones, tablets, and netbooks with more features and longer battery life.
Reaching its 100 million-unit milestone this month, Intel is preparing its next-generation netbook platform, codenamed “Cedar Trail.” “Cedar Trail” is the first netbook platform based on Intel’s 32nm technology, and will enable ultra-thin, fanless designs with new capabilities such as Intel® Rapid Start technology which provides fast resume, Intel® Smart Connect Technology which enables an always updated experience even during standby, Intel® Wireless Display and PC Synch, which let users wirelessly update and synchronize documents, content and media across multiple devices. In addition, the new platform is expected to enable more than 10 hours of battery life and weeks of standby. “Cedar Trail” will support leading operating systems, such as Microsoft Windows*, Google Chrome* and MeeGo*.
In addition, Maloney showcased more than 10 tablets, running on three different operating systems, that are available today based on the Intel Atom processor Z670. The platform already has more than 35 design wins since its launch in April, with several convertibles, sliders and other innovative designs on shelves now and more coming through the rest of the year.
[Medfield relevance is only upto 00:48.
Please note at 00:27: “… initially on Android, later on MeeGo …”]
Maloney also discussed “Medfield,” Intel’s first purpose-built 32nm platform for smartphones and tablets. “Medfield” has been optimized for both low power and high performance and will deliver long use-time, rich media and gaming, and advanced imaging capabilities. To illustrate this point in tablets, Intel showcased a “Medfield” design running Google Android* 3.0 (“Honeycomb”) for the first time. In production later this year, the platform will enable sub-9mm designs that weigh less than 1.5 pounds for tablet designs in market the first half of 2012. It will support a range of operating systems including Android and MeeGo.
According to Maloney, “The work Intel is doing with the Intel® Atom™ processor roadmap, coupled with the significant changes we are making to our Intel® Core™ processor roadmaps, will continue to enhance Intel’s ability to deliver complete hardware solutions with a choice of software platforms across a full spectrum of computing — from back-end servers that power the cloud to the billions of devices that access the cloud.”
– Computing Becomes More Personal at Computex [June 7, 2011] (emphasis is mine)
Reflecting on Computex last week, I’m once again in awe of all the time and energy across the company (and around the world!) goes into pulling off this event. For Intel, it was a great show. We highlighted several technologies and innovations that will push the envelope when it comes to enhancing what we’re calling “companion computing.” As Intel Executive Vice President Sean Maloney pointed out in his keynote, “computing is taking many forms” and Intel innovation is the “catalyst” for exciting new technologies that will empower our mobile lifestyles.
I hope you heard our big news around the introduction of a brand new category of ultra-slim laptops called “Ultrabooks,” targeted to penetrate 40 percent of the market by end of 2012.
Along that same vein, the Netbook and Tablet Group at Intel, made some exciting disclosures to help meet the varied expectations of the companion device market. One of those was “Keeley Lake,” a brand new, convertible design based on the upcoming Atom netbook platform, “Cedar Trail.” With its swivel and fold monitor design, “Keeley Lake” packs in the power and performance of a netbook and the functionality of a tablet.
It will have more than 10 hours of battery life and will include Rapid Start, Smart Connect and Intel Wireless Display for displaying content on TVs and PC Synch.
Intel also highlighted “Medfield,” its first purpose-built 32nm platform for smartphones and tablets. Optimized for low power, high performance and longer use-time, these processors will be in production later this year and you can see “Medfield”-based tablets out in the market in the first half of 2012.
Both “Keeley Lake” and “Medfield” will support a range of operating systems including Windows, Google Android and MeeGo.
Speaking of MeeGo, the ecosystem around MeeGo-based netbooks is expanding. At Computex devices such as the Acer Aspire One Happy series, the Asus Eee PC X101, the Lenovo IdeaPad S100 and Samsung N100 were introduced. These systems are based on the new 1.33 GHz single-core Intel® Atom™ processor N435 and will provide new levels of affordability for market expansion.
At the show, we demonstrated the traction our formerly codenamed “Oak Trail” platform, now the Intel Atom processor Z670, has received since it began shipping in April. “Oak Trail” has garnered huge market acceptance and already has more than 35 design wins, 10 of which were showcased on the Computex stage. In addition, several convertibles and sliders are on shelves now, with more coming through the end of the year.
Mobile computing is indeed taking many new forms and I’m looking forward to the future to see how these shapes evolve. Computex 2011 has definitely set the tone for the exciting times ahead!
End of updates from Computex 2011
Intel pushes Android plans [April 14, 2011]
Intel, in the third quarter of 2011, is set to announce a new plan for tablet PCs – PRC Plus, pushing an Intel/Android 3.0 platform, after nearly half of year of negotiations with Google, according to sources from notebook players. However, Intel declined to comment on market rumors.
The sources pointed out that the PRC Plus plan is to use Intel processor’s advantage of stronger performance than ARM-based processors and improve on the operating system’s user interface and user experience. The new plan is also expected to save costs from Windows licensing fees for downstream vendors.
In addition to pushing an Intel/Android 3.0 platform, Intel is also set to adopt a similar strategy as in the PC industry and pay a subsidy of US$10 for each Intel CPU-based tablet PC to attract first-tier notebook vendors.
Asia-based Acer, Lenovo and Asustek Computer have all agreed to start up new netbook projects in the second half of 2011, while Cisco is also set to launch devices adopting Oak Trail/Android 3.0 targeting the enterprise market, the sources added.
As Android for tablets falters, opportunity for Intel [CNET, April 15, 2011]
Intel has been criticized here and in other venues for being late to the tabletparty. But Android’s slow start in tablets may mean latecomers aren’t necessarily losers.
Intel was demoing an Atom-based tablet at its developer conference in Beijing this week (Credit: Intel)
A stroke of serendipity has arrived in the form of a tepid consumer reception so far for tablets beyond Apple’s iPad. Sales of the Motorola Xoom are, to date, anemic, while the sell-through to consumers of Samsung’s Android tablet has also been underwhelming.
And Digitimes reported todaythat tablet suppliers Asus and HTC are delaying Android tablet rollouts.
Meanwhile, RIM’s BlackBerry PlayBook–which is more like an appendage to a BlackBerry phonethan a standalone tablet–is not targeted at the high-volume consumer space.
So, with tablets based on chips from companies like Nvidia (Xoom, Samsung Galaxy Tab) and Texas Instruments (PlayBook) not likely flying off the shelf, are Intel’s chances any better now?
“The door to this market is open. The longer it takes for these other products to get rolling, the more opportunity there is for Intel,” said Richard Shim, an analyst at DisplaySearch.
But:
– No hope: Intel’s new Oak Trail chip headed for tablet limbo [Ars Technica, April 13, 2011]
Everything about the Android tablet experience, from the hardware and software to the price point, is inferior to the iPad. So what hope is there for Intel’s Oak Trail to swoop in and change the game?
There is no hope, but that’s not really the point of Oak Trail. Intel’s latest stab at an MID/tablet-oriented hardware platform is just one more step on its long march to the smartphone, a destination it’s unlikely to reach until it gets a future Oak Trail successor down to 22nm. Until then, Intel will keep producing these “tablet” chips, which will find their way into designs from a number of OEMs, some of which are neat in a gimmicky sort of way, and none of which are likely to sell well.
If netbooks were still selling like hotcakes, this could significantly improve Oak Trail’s prospects, because it will be a solid netbook part. But they aren’t, so we’re left to watch Intel mark time in this fashion for another year or so until it finally catches up to the ARM ecosystem.
– Intel does fondleslabs with Atom ‘Oak Trail’ [The Register, April 11, 2011]
Monday’s announcement of the Oak Trail rollout, while welcome news to Intel fans, may not be “longer-term” enough to make significant inroads into a market now dominated by ARM variants. Although it’s too soon to tell, those same fans may have more reason to hope that the soon-to-follow Cedar Trail might have the chops to move the Intel architecture into a critical mass of “Companion Computing” devices.
Doug Davis: Devices and the Future of Personal Computing [Keynote webcast, April 12, 2011] (some parts transcribed here with their corresponding slides)
[8:20] According to the Moore’s law every two year we delivered a new generation of process technology. … Our 32 nm technology – for example – deliveres 25% increase in performance at the same power level, at the same leakage, OR we can deliver 10X lower leakage at the same performance level [8:41][8:59] Now Intel is accelerating the Atom SoC road map. Over the next several years we’re going to move faster than Moore’s law. … Our 45 nm volume products are shipping today. 32 nm will ship in volume over the next 6 months, and 22 nm will be in volume within 24 months. [9:25]
[9:38] The 1st generation of Atom processor was built on 45 nm technology. That product line brought about 10X thermal power reduction vs. our lowest power Celeron products. The 2nd generation Atom added a new set of power management capabilities and features. The focus there was to drive idle power at platform level down by 50X and we beat our own goals.Our 3d generation Atom will continue to bring new architectural innovations to improve performance and power. With 10X lower leakage on the 32 nm SoC process enables longer standby and idle power improvements as well.
Our 4th generation of Atom will again continue to drive new architectural innovations , and performance and power. It will be built on 22 nm process technology. The most important benefit of 22 nm process technology is to continue to provide very low leakage, and [it] also will provide about 2X reduction in active power along with about 2X improvement in transistor density as well. All this compared to our 32 nm process technology. [10:55]
[14:00] … [New] features [on the upcoming 32 nm Cedar Trail] we are bringing to these new netbook experiences:We will have things like Intel Wireless Display that allows to project what is on the screen of your netbook onto a larger system like the television in your home.
Intel Wireless Music which allows you to take a playlist on your netbook and to be able to stream it to almost any power speakers in your home. You can listen to that music while you are looking at those pictures from your last vacation.
Always Updated is the technology that keeps tweets and RSS feeds, and e-mail, all of those types of things updated on your netbook even when it is in standby. So when you open up the system and you want to do something all of your information is up to date.
The Intel App Up allows you to have applications from thousands of different developers.
PC Sync is a great technology that allows you to seamlessly connect all the devices in your home so that they stay in sync automatically.
And my personal favorite is Fast Flash Standby. This allows you to be able to come up and use the device instantly. It is really [the case that] the device is ready for a new meeting. [15:24]
Netbook Nation: IDF Beijing 2011 Round Up [April 15, 2011] (emphasis is mine)
If you want the inside scoop on what went on at IDF Beijing 2011 you’ve come to the right place. Netbook News was the only English speaking blog at the Chinese conference. So what went on? We’ll we’ve got a video showing you our favorite products and announcements below, but if you perfer reading, I’ll spell it out for you. Cedartrail Intel’s latest Netbook platform was launched. No details on performance gains, but three new features were added: Intel Wireless Streaming [rather: Wireless Display], Intel [Wireless] Music and Wireless file sharing [rather: PC Sync]. During the Day 1 Keynote we were able to grab a video of the on stage demo in case you’re curious. [the demo of those 3 features is from [4:44] to [6:08] of the below video]
Oak Trail was officially announced with tablets hitting the streets in May. So far all the tablets are 10.1 inches and about 10mm thick. Nothing to get too excited about as we have yet to see what kind of battery life we might be getting. Some tablet manufactures like Evolve Three came out with a unique design integrating a kick stand and keyboard into the hard cover. We’ve included a hands on in the Netbook Nation video if you’re keen to grab a look. [see between 2:40 and 3:45]
Taking a look at gaming hardware there was only one notable announcement and that was by Razer who is bringing the Switchblade, the most innovative Oak Trail device to date to the Chinese market first. And Tencent, China’s largest ISV is going to be providing the installed gaming user base! Razer and Tencent are bring four immensely popular online games with roughly 600 million monthly gamers to mobile. Razer is going to focus optimization of the Switchblade on League of Legends as well as Dungeon & Fighter, Crossfire and QQ Speed. Tencent sees 130 million active monthly users between the four games and views Oak Trail as the mobile computing platform able to deliver a powerful gaming experience. Though the Switchblade is currently running Windows 7, both Tencent and Razer concluded that they were interesting in the possibility of delivering MeeGo on the device.
So check out the video below that also shows off a special PRC skin of the MeeGo tablet UI! [see between 6:16 and 8:24]
Intel Developer Forum: Executives Talk Evolution of Computing with Devices that Touch People’s Daily Lives [April 11, 2011]
Doug Davis: Reinventing Personal Computing for Devices
During his keynote presentation, Davis discussed how companion computing devices, including netbooks, tablets and other devices are tranforming the world we live in through personal, mobile and connected experiences. He described how Intel, over the next 3 years, is accelerating the Intel Atom product line on a pace faster than Moore’s Lawto deliver increased battery life, enhanced performance and new features for amazing user experiences.Davis also unveiled the highly anticipated Intel® AtomTM Z670 processor and Intel® SM35 Express Chipset platform, formerly codenamed “Oak Trail,” with a range of innovative tablets and form factors. These devices are available from leading customers with operating system of choice including Android*, Windows 7* and MeeGo* starting in May.
Highlighting the evolution of netbooks, Davis also disclosed “Cedar Trail,” Intel’s next-generation netbook and entry-level desktop platform. Based on Intel’s leading-edge 32nm process technology, “Cedar Trail” will include more than 10 new features that will improve media, graphics and power consumption in upcoming netbooks. The chip’s design, efficiencies and latest manufacturing process technology will enable fan-less, fully enclosed and thus ultra-sleek devices. Davis said other new features will be disclosed in the coming months, with the processor due in the second half of the year.
Renée James: Creating the Ultimate User Experience
During her keynote, James discussed Intel’s transition from a semiconductor company to a personal computing company, and emphasized the importance of delivering compelling user experiences across a range of personal computing devices. To develop and enable the best experiences, James announced a strategic relationship with Tencent*, China’s largest Internet company, to create a joint innovation center dedicated to delivering best-in-class mobile Internet experiences. Engineers from both companies will work together to further the mobile computing platforms and other technologies.James also announced new collaborations for the Intel AppUpSM center and the Intel AppUp Developer Program in China to help assist in the creation of innovative applications for Intel Atom processor-based devices. Chinese partners supporting this effort include Neusoft*, Haier* and Hasee* and Shenzhen Software Park*.
Oak Trail Press Deck [April 8, 2011] slide #12:
Intel® Atom™ Processor Z670 (512K Cache, 1.50 GHz) (some extracted specification)
# of Cores 1
# of Threads 2
…
Max TDP 3 W
…
Tray 1ku Budgetary Price $75.00
…
Max Memory Size 2 GB
(dependent on memory type)
…
Integrated Graphics Yes
Graphics Base Frequency 400 MHz
…
Intel® Hyper-Threading Technology Yes
…
Enhanced Intel SpeedStep® Technology YesEnhanced Intel SpeedStep® Technology is an advanced means of enabling very high performance while also meeting the power-conservation needs of mobile systems. Conventional Intel SpeedStep Technology switches both voltage and frequency in tandem between high and low levels in response to processor load.
More information:
– Oak_Trail_Atom_Processor_Factsheet [April 8, 2011]
– Embedded_Oak_Trail_Factsheet [April 8, 2011]
– Oak_Trail_Press_Deck [April 8, 2011]
– Oak_Trail_Press_Presentation [April 8, 2011], from which one slide is worth to show here:
Intel® Atom™ Processor Z650 (512K Cache, 1.20 GHz)
The same specifications except the clock speed and there is no price given.
Intel® SM35 Express Chipset (some extracted specification)
Product Name Intel® 82SM35 PCH
Code Name Formerly Whitney Point
…
Max TDP 0.75 Watts
…
Integrated Graphics Yes
…
Graphics Output HDMI
More information: Intel® SM35 Express ChipsetOverview
Intel, on the go [April 16, 2011]
Intel has finally taken an important step in its shift toward making chips for mobile devices, ending a year of speculation.
The processor manufacturing giant on Monday launched a new processor, a low-power version of Intel chips slated for tablets, notebooks and smartphones.
The next-generation Intel Atom processor platform, formerly code-named “Oak Trail,” will appear in 35 tablet computers and other mobile devices, including those made by Lenovo and Fujitsu, in May and throughout 2011, California-based Intel announced.
…
Other device makers using the new Atom Z670 include Motion Computing, Razer and Viliv. The new chip, like other processors from the line, supports Google Android, MeeGo and Windows operating systems.
With the launch of the new Intel Atom processor platform, Intel is finally making progress in the world of chip manufacturing for mobile devices, which has been predominantly occupied by the Cambridge-based ARM.
During the Intel Developer Forum (IDF) in Beijing, which opened on Tuesday and ended on Wednesday, Intel also announced that its AppUp center, currently optimized for netbooks and laptops, will be extended to support mobile devices, including tablets and smartphones, in the near future.
The localized Intel AppUp center and Intel developer program for the Chinese market, in cooperation with some local partners, is also expected to debut at the end of the year, Intel said during the IDF. The chip giant also announced at the forum the launch of a joint innovation center with Tencent to focus on mobile computing platforms.
Steering away from purely serving as a technology provider to creating a more user-friendly experienceis a tough job which cannot be done overnight, Yang Xu, president of Intel China, told reporters during the IDF.
…
Razer Switchblade
San Diego, California-based gaming hardware producer Razer showcased at the forum its gaming handheld concept device Switchblade, powered by the new Intel Atom processor. Running on Windows 7, the handheld, with a size of 172mm x 115mm x 25 mm, supports both WiFi and 3G. The gadget combines a new dynamic tactile keyboard and a multi-touch-screen, and, if required, a mobile gaming mouse.As a concept for now, the device is expected to be available soon in the market, but its exact availability and pricing remains uncertain.
Evolve III Maestro C tablet
[A stand can be kicked off as well as a wireless keyboard has been integrated into the hard cover so the cover is freely detachable. See the excerpts from the video hands-on in the “Netbook Nation” article seen before. A truely innovative design.]
Sydney-based tablet maker Evolve III will join the likes of Lenovo and Fujitsu to become the first batch of manufacturers to use the new Intel Atom Z670 processor. The firm unveiled at the IDF its Maestro Convertible tablet, based on a 1.5-gigahertz Intel Z670 processor. The tablet, featuring a 10.1-inch capacitive touch display, is convertible and will be offering a triple booting of Windows 7, Android and MeeGo.
The weight of the device is 910g. The device, which mainly targets a business clientele, will first go on sale in the US and Europe around June, retailing for $729, according to Warrick Dainter, executive director of the Australian tablet maker. The device is also expected to hit the Chinese market in July or August, which will be the first launch of the firm’s products in China, Dainter said.
More information:
From Intel Newsroom:
The Fujitsu Stylistic Q550 is a business-class slate PC designed for the high-security requirements of mobile enterprise computing, and with the Intel® Atom™ processor Z670 inside, the device provides all-day battery life.
Lenovo Ideapad Slate
The new Intel® Atom™ processor Z670 inside Lenovo’s IdeaPad Slate enables reduced power consumption, extended battery life and full 1080p HD video support. The Lenovo IdeaPad Slate is powered by the new Intel® Atom™ processor Z670, as well as 2GB of RAM and a 30GB SSD for storage with a form function offering both finger and stylus input.
Motion CL900 Tablet PC
The Motion CL900 tablet is the first 10-inch, rugged tablet that enables both touch and stylus input on the display along with a full day of battery life using Intel’s next generation Intel® Atom™ processor Z670. The CL900 incorporates the new Intel® Atom™ processor Z670 to provide the ideal balance between power and battery consumption while running multiple enterprise applications. The new Intel® Atom™ processor Z670 inside the Motion CL900 enables lighter devices, allowing users to work faster and more effectively in today’s decentralized work environments.
The slimmest Windows 7 tablet yet, the Viliv X70 Slate offers a custom-split keyboard to ease thumb typing, Clear Type LCD screen and an Intel® Atom™ processor Z670 to provide the ideal balance between power and battery consumption.
New Intel® Atom™ Processor for Tablets Spurs Companion Computing Device Innovation [April 11, 2011]
Company Outlines Plans to Accelerate Intel Manufacturing Lead with Intel® Atom™ Processor Family and Move Faster than Moore’s Law
Intel Corporation today announced that the Intel® Atom™ platform, formerly codenamed “Oak Trail,” is now available and will be in devices starting in May and throughout 2011. Over 35 innovative tablet and hybrid designs from companies including Evolve III*, Fujitsu Limited*, Lenovo*, Motion Computing*, Razer*, and Viliv* are based on “Oak Trail” and running a variety of operating systems.In addition, at the Intel Developer Forum in Beijing, the company will give a sneak peak of its next-generation, 32nm Intel Atom platform, currently codenamed “Cedar Trail.” This solution will help to enable a new wave of fanless, cool and quiet, sleek and innovative netbooks, entry-level desktops and all-in-one designs.
“The new Intel Atom ‘Oak Trail’ platform, with ‘Cedar Trail’ to follow, are examples of our continued commitment to bring amazing personal and mobile experiences to netbook and tablet devices, delivering architectural enhancements for longer battery life and greater performance,” said Doug Davis, vice president and general manager of the Netbook and Tablet Group at Intel. “We are accelerating the Intel Atom product line to now move faster than Moore’s law, bringing new products to market on three process technologies in the next 3 years.”
The new Intel® Atom™ processor Z670, part of the “Oak Trail” platform, delivers improved video playback, fast Internet browsing and longer battery life, without sacrificing performance. The rich media experience available with “Oak Trail” includes support for 1080p video decode, as well as HDMI. The platform also supports Adobe* Flash, enabling rich content and Flash-based gaming.
With these significant improvements in power-efficient performance, the Intel Atom processor Z670 allows applications to run on various operating systems, including Google* Android*, MeeGo* and Windows*. This unique flexibilitydelivers both new experiences and more choice when it comes to tablets and hybrid designs that combine the best features of the netbook and tablet together.
The platform also helps deliver smaller, thinner and more efficient devices by packing integrated graphics and the memory controller directly onto the processor die. The processor is 60 percent smaller than previous generations with a lower-power design for fanless devices as well as up to all-day battery life1. Additional features include Intel® Enhanced Deeper Sleep that saves more power during periods of inactivity as well as optimized Intel SpeedStep® technology. An integrated HD decode engine enables smooth 1080p HD video playback at a fraction of the power consumption.
In addition, Intel Atom Z670 processors come with the Intel® SM35 Express Chipset, delivering a lead-free2, halogen-free3 design with high-speed USB 2.0 for greater performance and Intel® High-Definition Audioto enable premium home theater sound.
Also ideal for small form-factor and portable embedded designs, the platform provides an excellent solution for a range of tablets in retail, medical and industrial applications. Solutions such as mobile clinical assistantsallow medical staff to directly input data into patients’ electronic files and avoid paper charting. This can result in a reduction in errors, better workflow, higher productivity and reduced paper handling and overhead costs. In addition to the Intel Atom Z670, Intel is offering the Intel® Atom™ processor Z650 for embedded devices with 7-year lifecycle support on Windows and MeeGo operating systems.
Based on Intel’s leading-edge 32nm process technology, the next-generation “Cedar Trail” platform will feature improvements in graphics capabilities including Blu-ray 2.0 support, a dedicated media engine for full 1080p playback and additional digital display options including HDMI output and DisplayPort. New features will include Intel® Wireless Music, Intel® Wireless Display, PC Synch and Fast Boot. In addition, the enhancements made in power consumption and TDP will enable fanless designs with longer battery life. This means great acoustics without the hum of a fan and improved ruggedness and aesthetics of the design. Intel is currently sampling “Cedar Trail” to all major OEMs and ODMs. Users can look forward to a new generation of innovative mobile and desktop designs based on the “Cedar Trail” platform in the second half of 2011.
More information:
Maestro Tablet Runs Three Operating Systems [Jan 18, 2011]
…
IFP: Is this the first tablet that can switch between Android, MeeGo and Windows operating systems?
Warrick: Yes, we believe we will be the first to offer a triple boot OS for customers. We have been working on the dual boot tablets for a long time, working to get the boot interface to run nice and smoothly. Now the hard part is over. We can offer MeeGo over to the dual boot tablet making it a triple boot really because of the in-depth work that we are going with Intel directly.
…
We would like to work with Honeycomb, however we are devoting most of our efforts to make sure that MeeGo and Windows 7 is 100 percent supported, as we feel that the new MeeGo platform alongside Windows 7 is a more stable platform over the android platform.
Also, using the devices myself, I can’t live without Microsoft’s PowerPoint and Excel and Outlook while on the go. You can’t beat a company dedicated to creating OS platforms as a main market share product (Microsoft/Win 7). These guys have helped us get through the hard parts of moving an OS ecosystem revolving around keyboard and mouse, over to complete touch integration.
We’re getting 7 percent support on Android, compared to nearly 100 percent support from Microsoft and Intel for the MeeGo and Win 7 platforms.
IFP: How has it been working with MeeGo – what makes it different than Windows and Android?
Warrick:MeeGo has been fantastic. It feels great to me, as it’s on the forefront of the platform. We also felt very proud to showcase the new MeeGo platform (at CES), as a lot of internal people – even the guys working at the MeeGo stand had never seen our version of MeeGo. This was the very latest, genuine version of the MeeGo platform. It is so flexible to work with, and the fact that Intel gives us a world of support to move ahead, is a giant difference to developing on the Android platform, where we’re getting very little support.
IFP: What are some of the technologies or features you like most, ones that help set you apart from other new tablets?
Warrick: Some of the things we have been have been working on with Intel is to try to create the slimmest hard drive. To create a 4mm thick external hard drive, we have had to go through some serious R&D thinking to get around some of the issues associated with developing a product like this. For example, do we sacrifice speed for thickness (SATA port is 6mm thick, as opposed to a 1mm thick Micro USB port)? But in all, we want to deliver the best balance between speed and portability.
Once you get down to the nitty-gritty of things …. it’s the ability to access the hard drive remotely via WiFi. I mean, let’s face it, does everybody always want to be accessing their hard drive by plugging a USB into their SSD? Not really, so why not make it accessible via WiFi and USB? A WiFi-accessible hard drive is kind-of cool, but it’s also something people will find useful.
Intel’s support has allowed us to implant the Intel memory wafer directly into our own transistor with our own driver in the chip rather than an external chip, allowing us to create smaller packaged devices, revolving around a completely customized product, rather than taking an existing product and modifying it.
IFP: Why create a custom hard drive?
Warrick: Business is tough in the hard drive market, so we are in tune to be different, and this has evolved from a need for these devices to exist. Memory constraints for devices such as tablets and mobile phones are getting smaller and smaller because everything is getting held on the cloud. We see the need to still be able to store our data locally, but we want this data to be available to all of our devices, not just the one you plugged into.
on App Up:
– From Intel Developer Forum (IDF) Beijing: New Industry Collaborations in China [April 12, 2011]
– How to build an AppUp app from a web page using AppUp encapsulator [April 15, 2011]
– Calling all web app developers…we’ve got something for you! [April 11, 2011]
The Intel AppUp℠ developer program is excited to announce a new opportunity for web app developers to transform web apps into Intel AppUp℠ center apps. This opportunity, called Intel AppUp™ encapsulator, allows web app developers to expand their customer base and revenue potential by making an app from their existing web code that is compatible and available for the Intel AppUp℠ center.
How does this work? The Intel AppUp™ encapsulator embeds the web code into a native application wrapper (a hybrid app) and then creates installer packages. The native application wrapper integrates the Intel AppUp™ SDK for store authorization and QT WebKit which provides the HTML5 and Javascript engines that execute and render the web app code. After talking with one of the developers, Andy Idsinga, I got so excited because Andy said that this process is relatively simply and doesn’t require anything special to get the web code to work with the Intel AppUp™ encapsulator. In fact, developers can use their own web APIs, 3rd Party APIs, and even other 3rd party widgets. Essentially, the developer builds the web code just like other web apps utilizing html, css and javascript, images and AJAX.
Keep in mind that the developer will still need to test and debug the app. But the cool part about it is that the developer can run Intel AppUp™ encapsulator many times as the developer chooses in order to get the app to its desired final product. Once done, then the developer submits the final product to the Intel AppUp center. It’s just that simple!
For more information about Intel AppUp™ encapsulator, please read the FAQs for detailed information. If I’ve convinced you, and you’re ready to expand your customer, then launch the tool and get started now!
– Intel MeeGo 1.2 Tablet UX now open sourced. This and more now on MeeGo.com [April 4, 2011]
Mid February of this year, Intel released the MeeGo 1.2 Tablet UX pre-alpha to our developer community. And now a month later we are happy to announce that this release has been fully open sourced, where it is supported and available under the open source MeeGo project at MeeGo.com. At the time of this post, the open sourced version is pre-alpha and is released as the MeeGo Tablet Developer Preview. Via MeeGo.com:
We are pleased to open up development of the tablet user experience project. This release provides a touch-optimized user interface for MeeGo tablets, introducing the new panels UI concept and including a suite of built-in applications for Web browsing, personal information management and media consumption. This project is a work-in-progress under active development and considered pre-alpha. We welcome your involvement and contributions.
As you likely recall, Intel initially released the MeeGo tablet UX 1.2 pre-alpha in February to coincide with the release of the AppUp SDK beta for MeeGo. This release allowed developers to have the tools & user experience needed to start developing, testing, & submitting tablet applications for AppUp. At the time of initial release the tablet UX could not be fully open sourced, thus was initially released under the AppUp developer program site.
However, with the MeeGo tablet UX released as open source, it sits side-by-side the other device user intefaces (UI’s) from MeeGo.com, such as; the MeeGo Netbook UI, ivi UI, Handset UI and Smart TV UI. Along with these open source device UI’s, the tablet UI is available for the MeeGo community to freely download, support, and contribute to under the MeeGo open source project.
Visit the MeeGo.com site to download the MeeGo Tablet Developer Preview, and get a full list of features and supported hardware.
http://meego.com/downloads/releases/1.2/meego-tablet-developer-previewAlso visit the MeeGo developer portal for AppUp, to get all the information you need to develop and distribute a MeeGo application.
http://appdeveloper.intel.com/meegoMeeGo UX Components
In addition MeeGo.com has released QML based MeeGo UX Components and a cooresponding Wiki. The MeeGo UX Components make developing for MeeGo devices easier by providing a set UI elements that allow you to quickly build applications that tightly integrate with the look of the MeeGo user experience.
Visit the MeeGo UX Components Wiki
http://wiki.meego.com/MeeGo_UX_Components
This is how App Up has been started:
– Industry Support for the Intel Atom Developer Program [Sept 22, 2009]
During his keynote at IDF today, Paul Otellini announced the Intel® Atom™ Developer Program, a framework for creating and distributing applications designed specifically for Intel Atom processor-based devices. For the next level of detail, tune into Renee James’ IDF software keynote tomorrow at 10 a.m. PST where she will go into the program’s specifics and describe the benefits for software developers, ISVs and OEMs. For now, please refer to the Intel Atom Developer Program announcement and appdeveloper.intel.com for more information.
Although the program has just launched, we’ve already received some encouraging words of support from software companies and hardware manufacturers alike. Here’s what some of our partners are saying:
- “The Adobe Flash Platform enables developers to create and deliver the most compelling applications, content and video to the widest possible audience. We expect the Intel Atom Developer Program will be a great way for the Flash Platform community developing on Adobe AIR to monetize their AIR applications, and we are working closely with Intel to deliver the necessary technology to enable this opportunity on the Atom platform in the future.” – David Wadhwani, General Manager and Vice President, Platform Business Unit, Adobe
- “Customer adoption of our Intel Atom-based netbooks is exceeding our expectations. Acer is excited to see Intel’s effort in bringing new and innovative applications to netbooks and will use the Intel Atom Developer Program framework to open an application storefront.” – Jim Wong, president, IT Products Global Operations, Acer Inc.
- “The Intel Atom Developer Program is an integral element of providing a holistic netbook experience for our customers. Asus sees this new development model as an opportunity to encourage developers and ISVs. Asus plans to offer an application store based on this framework in order to make exciting applications available to our customers.” – S.Y. Shian, Vice President and General Manager, System Business Group, Asus
- “Dell is passionate about providing value for developers. The Intel Atom Developer Program will open a new world of innovation and business opportunity for developers and we look forward to working with Intel to foster the creation of exciting new Windows and Moblin-based netbook applications.” – John Thode, Vice President, Small Devices, Dell Inc.
then later transformed:
– Chip Shot: Mobile Apps Hit Netbooks [Sept 14, 2010]:
Intel announced the general release of its first netbook application store for consumers today at IDF, including both free and paid apps for entertainment, social networking, gaming and productivity. The Intel® AppUpSM centerheightens the user experience with applications optimized for the mobility and screen size of netbooks. To encourage consumers to discover new applications, the Intel AppUp Center features a free 24-hour “try before you buy” period for all paid applications. To download a copy of the Intel AppUp center today, visit www.appup.com.
Intel Opens Software App Store, Offers New Intel Atom Chips [Sept 14, 2010]
James: The Best Experiences Are Created on Intel Architecture
During her keynote at Moscone Center West in San Francisco, James outlined how tightly integrated and optimized software and platforms will deliver new levels of performance, along with fresh capabilities and the importance of creating an innovative experience across the personal computing continuum – from PCs to smart phones to tablets and cars, as well as any number of Internet-connected consumer devices.Emphasizing a seamless experience across operating systems, James introduced general availability of the Intel® AppUpSM center netbook app store for consumers. The Intel AppUp center includes both free and paid apps for entertainment, social networking, gaming and productivity, optimized for a netbook’s mobility and screen size. To encourage consumers to try new applications, Intel AppUp provides “try before you buy” solutions, encouraging consumers to purchase apps they otherwise might not have. The launch was also marked by the availability of Adobe* AIRapplications, as well as apps from companies including Accuweather*, Barnes & Noble*, Funkitron*, Gibson Guitars*, iWin*, Kaplan*, KONAMI*, and Lifetime*.
In an effort to reach netbook owners worldwide, James announced agreements with Best Buy*, UK-based Dixons* and India-based Croma* to outfit each retailer with the Intel AppUp center – pre-installed on netbooks the stores sell, as well as available for current netbook owners to download online. Similarly, James announced plans from ASUS* to ship its version of the Intel AppUp center on netbooks, the “asus app store,” starting in October.
During her keynote, James highlighted the Intel AppUp Developer Program, designed to drive innovative applications for end users and new revenue opportunities for independent developers and software vendors with programs such as the Intel Million Dollar Development fund. Rick Vanner from The Game Creators was recognized as winner of the “Most Innovative Application” in the Intel Atom Developer Challengefor his game titled, “Goals.” James also introduced the “On Intel AppUp” ISV identifier, designed to help developers promote their applications on Intel AppUp center.
James acknowledged seamless experiences are only part of the equation. Open operating systems – such as Intel and Nokia’s* MeeGo*, hosted by the Linux Foundation – allow developers to create, invent and innovate. Pointing to contributions from industry leaders, James discussed MeeGo ecosystem momentum, highlighting a variety of MeeGo-based devices and how third-party software developments and the upcoming MeeGo Web runtime, to be released in October, will make it easier to write applications for these devices. Internet TV pioneer Amino* also joined James onstage to demonstrate how the company is taking advantage of the flexibility and openness of MeeGo to deliver an innovative MeeGo-based smart TV solution.
Intel’s industry position and prospects for years ahead
Follow-up: Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [April 17, 2011]
Update: Intel executive quits as smartphone biz falters [March 21, 2011]: (emphasis is mine)
The Intel executive who led Intel’s so-far-unsuccessful push into smartphones and tablets quit as that business comes under unrelenting competitive pressure from companies like Apple, Qualcomm, and Nvidia.
Anand Chandrasekher, who had been senior vice president and general manager of Intel’s Ultra Mobility Group, announced today that he will be leaving Intel to “pursue other interests”.
…
Chandrasekher had become somewhat infamous for making regular appearances at Intel conferences over the last few years and invariably waving a prototype smartphone or handheld device for the cameras, then promising that an Intel-based smartphone was on the way. But none ever materialized.
“The industry has gone right past them,” said Ashok Kumar, an analyst at Rodman & Renshaw. “They’re just another player [in the smartphone and tablet markets]. There’s no first among equals,” Kumar said, referring to the ARM processor business, which is dominated by an oligarchy of other big chip companies, including Qualcomm, Texas Instruments, Samsung, Apple, Marvell, and Nvidia.
Another analyst says that Intel’s first chip designed specifically for tablets and smartphones, “Moorestown,” was a failure. “Moorestown was a complete flop,” said Linley Gwennap, principal analyst at The Linley Group, a chip consulting firm. “Intel is still struggling to get traction in tablets and particularly smartphones. Atom is in a few tablets that run Windows, but Windows tablets are not very popular, except in a few vertical applications,” he said.
Note: Although Chandrasekher bet his corporate carrier on this in 2006 when Intel sold its XScale business to Marvell, there were a number of higher placed Intel executives who were much more responsible for this major strategic mistake: (emphasis is mine)
“As part of the thorough analysis of Intel begun in April, we have examined the focus and structure of our top management level, including our use of ‘two-in-a-box’ co-managers,” said Intel President and CEO Paul Otellini. … Intel’s Sales and Marketing Group will be led by Executive Vice President Sean Maloney, 50, who previously co-managed the company’s Mobility Group. Maloney will also become Intel’s chief sales and marketing officer. … Senior Vice President David Perlmutter, 53, will continue as general manager of the Mobility Group. Senior Vice President Anand Chandrasekher, 43, formerly co-general manager of the Sales and Marketing Group, will manage a newly created business unit focused on low power Intel Architecture products and the ultra-mobile PC market. He will report to Perlmutter. … Intel Announces Management Changes [July 20, 2006]
Marvell Technology Group, Ltd. and Intel Corporation today announced that they have signed an agreement for Intel to sell its communications and application processor business to Marvell for a purchase price of $600 million plus the assumption by Marvell of certain liabilities. The planned sale will give Marvell a strong presence in the growing market segment for processors used in smart handheld devices. The sale also will enable Intel to focus its investments on its core businesses, including high-performance, low-power Intel Architecture-based processors and emerging technologies for mobile computing, including Wi-Fi and WiMAX broadband wireless technologies. … “In recent years, Intel has made significant progress and won major customers with this business,” said Sean Maloney, Intel executive vice president and general manager, Mobility Group. … Marvell To Purchase Intel’s Communications And Application Processor Business For $600 Million [June 27, 2006]
Intel probably has good business reasons for selling the 1,400-person communications/applications XScale unit to Marvell. Faced with a surprisingly resurgent AMD and other challenges, Intel is rapidly cutting costs and reorganizing. XScale’s financial performance was lackluster, so the unit was an obvious candidate for a selloff. And Marvell is paying $600 million in cash, which isn’t chump change, even for Intel.
Another reason for Intel to reduce its commitment to XScale is that it’s not an Intel-native CPU architecture. XScale isn’t protected by the same financial and emotional capital that Intel has invested in, say, the IA-64 (Itanium) architecture. Indeed, XScale is ARM compatible, so every design win strengthens ARM.
As we see it, Intel now has three options: create an entirely new embedded-processor architecture; acquire another embedded-processor architecture from an outside company; or renew its commitment to developing the x86 as an embedded architecture.
Creating a new architecture is the least likely option. The world already has plenty of CPU architectures, and MPR covers new ones all the time. We don’t think Intel will embark on an expensive, risky project that could turn into another i432, i960, or IA-64.
Acquiring an outside CPU architecture is only slightly more likely than creating one from scratch. …
Intel’s third option is to develop new, low-power x86 embedded processors. Yes, we know, Intel is already doing that. Two weeks ago, Intel announced that Senior Vice President Anand Chandrasekher will manage a new business unit focused on the ultramobile PC (UMPC) and low-power x86 products. The new unit will almost certainly use technology developed by Intel’s Low Power on Intel Architecture research project at the System Technology Labs (www.intel.com/technology/systems/lpia/). But Intel needs to step up the pace of this project and send clearer signals about its embedded x86 strategy.
Recall that a year ago, Intel CEO Paul Otellini promised to deliver by 2010 a 500mW x86 processor capable of running an operating system like Microsoft’s Vista, the next version of Windows. Otellini’s goal is to bring desktop performance to PDA-size UMPCs. Achieving that goal would be an impressive feat. But by 2010, cellphones with ARM processors might subsume the functions that Otellini envisions for x86-based UMPCs. Future derivatives of Apple’s ARM-based iPods are another source of potential competition. Even the XScale-based Blackberry communicators that Intel has discarded might evolve into versatile palmtop computers.
… Intel’s Embedded Future [Microprocessor Report, July 31, 2006]
BACK TO THE ORIGINAL NEWS:
It went around the major on-line ICT publishers that Intel loses 2010 chip market share while Samsung gains, says Gartner while the source is stressing an overall finding that Gartner Says Worldwide Semiconductor Revenue Increased 31.5 Percent in 2010 to Exceed $300 Billion [Dec 8], and regarding Intel it rather made an internal remark:
Intel held the No. 1 vendor position for the 19th consecutive year in 2010, albeit with a slightly smaller share of the market, down to an estimated 13.8 percent from 14.2 percent in 2009 (see Table 1). Intel saw strong growth in the first half of the year as the PC market stocked up inventory in anticipation of a strong second half of the year, but third quarter growth weakened as consumer sentiment began to flag. Sales of mini-notebooks — a segment for which Intel is almost the exclusive supplier — were particularly disappointing.
Worth to read along with this: Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones [April 16, 2011]
Instead of the referred in Gartner’s “Worldwide semiconductor revenue” press release table I am including here the same data but in diagram format:
Whatever it is Intel is not worried at all. Intel’s own Free Press reported from the same day Barclays Capital event in San Francisco Intel CEO defends PC amid tablet, smartphone growth [Dec 8]. ZDNet’s Larry Dignan sent his report as Intel’s Otellini: The PC ‘just doesn’t die’ [Dec 8] with the following quotes:
I think it’s easy to forget about how important notebooks are, in particular, to people’s lives, and while there is a news flash the iPad is really fun, it’s not the only device that’s out there, and in fact, if you look at it on a scale of units, PCs are at 1 million units a day this year. Compare that to, what, 4 million iPads last quarter. Pick your own number for this quarter. So, it’s a vastly different scale here.
When talking about the upcoming next generation of Sandy Bridge processors where graphics are integrated into the chip. Regarding Intel’s tablet strategy the saying was:
Tablets, the thing that’s on everybody’s lips and minds. Our strategy here is very simple. We are going to offer best-of-class hardware around our Atom system on chips, and we are going to make sure that we support all of the viable operating systems that we — that want to work with us that are in the marketplace.
So I’ve just listed here some of the 35 design wins we have in tablets. A number of them on Windows. A number of them on Android. And this is both Froyo, and then Honeycomb as it comes out. Then, of course, on MeeGo, the operating system that we’re working on along with Nokia and other companies. Some of these are in the market today. You can buy — the ones that are Intel-based that are in the market today are typically from people like AT&T or Cisco, and they’re aimed at enterprise-class machines and customers. The consumer products will roll out over the first half of next year. You’ll start seeing them on all three operating systems. Probably at CES, you’ll see lots of demos, lots of announcements, and we’re pretty excited about this product line.
Updates:
Mobile doubts weigh on chipmakers Intel, AMD [Jan 14]
Despite better-than-expected fourth-quarter earnings and guidance posted on Thursday, and a broadly higher market, its [Intel’s] shares slipped as investors focused on the company’s failure to stake out territory in the mobile market.
Even as Intel’s stock fell, shares of other semiconductor companies rose, with ARM rising 6.5 percent to a 10-year high.
The stock market, and sentiment on the wider technology industry, for years moved in tandem with Intel following its earnings report. But in recent quarters they have diverged.
“It’s historically been the bellwether, that if you’re positive on the (technology) sector you’re positive on Intel, but I think that relationship is breaking down,” said Craig Berger, an analyst at FBR Capital Markets.
Intel 4Q a window into industry’s inflection point [Jan 14] (emphasis is mine)
Some 350 million PCs were shipped in 2010, according to data released this week, and Intel CEO Paul Otellini says that more than 1 million PCs are now being sold every day.
…
Net income was $3.39 billion, or 59 cents per share, higher than the 53 cents per share analysts polled by FactSet were expecting. In the same period in 2009, Intel earned $2.28 billion, or 40 cents per share.
The year-ago figures would have been higher were it not for Intel’s $1.25 billion payment to rival Advanced Micro Devices Inc. to settle claims that Intel abused its market dominance to bully computer makers into avoiding AMD’s chips — charges Intel has long denied. Intel’s chips are inside 80 percent of the world’s PCs. Earlier this week, AMD ousted its CEO over the company’s growth prospects.
Intel’s revenue rose 8 percent to $11.5 billion, up from $10.6 billion last year. Analysts had forecast $11.4 billion.
For the first quarter, Intel expects revenue of $11.1 billion to $11.9 billion, ahead of analysts’ expectation for $10.8 billion.
And Otellini predicted that Intel’s revenue would rise 10 percent in 2011 — which translates to about $48 billion, up from $43.6 billion in 2010 and higher than the $45.5 billion analysts expected.
What saved Intel’s fourth quarter was strong corporate spending.
Companies, many of which froze their technology budgets during the Great Recession, are buying new servers for their data centers and PCs for their workers as their business prospects have brightened.
Operating profit in the Intel division that sells server chips jumped 47 percent to $1.43 billion, while the division that makes desktop and laptop chips grew at a slower rate, up 8 percent to $3.62 billion.
Server chips tend to carry higher profit margins than chips for PCs. The PC industry in general struggles with increasing commoditization, which lowers PC prices and benefits consumers, but erodes profits.
Although Intel’s results were strong compared with the previous year, revenue in each of its major divisions, except for server chips, was flat from the third quarter.
That showed the strain that emerged toward the end of the year, from economic problems such as prolonged unemployment and the European debt crisis, and competition from Apple Inc.’s iPad.
Sean Maloney resumes work at Intel [Jan 14] (emphasis is mine)
… earlier this month and is responsible for the chip giant’s tablet and handset solution business, according to industry sources.
As Maloney has been working closely with partners of the PC production chain in Taiwan, the resumption of work will help push the development momentum of tablet and handset solutions at Intel, the sources asserted.
…
Maloney has made some modifications to Intel’s product roadmap and marketing strategies for the two segments, and will solicit ODM and OEM partners such as Quanta Computer, Compal Electronics and Pegatron Technology to support Intel’s Oak Trail and Cedar Trail-M platforms.
Maloney will also step up cooperation with handset makers eyeing to re-enter the handset segment, the sources added.
Notebook vendors show no interest in Oak Trail [Jan 13, 2011] (emphasis is mine)
Because Acer and Asustek Computer have both shown their unwillingness to launch Oak Trail-based tablet PCs, Intel has recently been aggressively trying to persuade these vendors with price discounts and is hoping Asustek and Hewlett-Packard (HP), which are still undecided, will change their minds and fully support the platform, according to sources from notebook players.
Since Oak Trail has only been adopted by Fujitsu, Toshiba and Samsung Electronics for their tablet PCs and these vendors are not showing an aggressive attitude to mass produce models, while HP, which originally planned to launch an Oak Trail-based tablet PC, also stepped back and is reevaluating its plans, Intel is offering Oak Trail at a price point of around US$40, about the same as Nvidia’s Tegra 2, and the company will even give a further discount for large volume orders, the sources noted.
However, because Oak Trail is unable to out-perform Tegra 2, while Intel is already set to launch its new Cedar Trail-M platform for tablet PCs/netbooks in September 2011, most of the notebook vendors are unwilling to accept Intel’s offer and would rather wait until Intel releases its new platform before placing any orders, the sources added.
Intel’s response has been the same as on the December 2010 Ottelini presentation: Over 35 Oak Trail-based netbooks will show up in 1H11, says Intel [Jan 13, 2011]
End of updates
Here Ottelini had the following slide in his presentation:
Here the notable things are:
– HP and Acer, the #1 and #3 players on the notebook market are missing from the Windows part. We know however that Acer will play in Windows tablet space, albeit not with Intel but with AMD as has been noted in my Intel Oak Trail to beat ARM with MeeGo specific prices [Nov 25] post already.
– Update: MSI is also missing which is remarkable only because of a 4 days later MSI to reintroduce WindPad tablets at CES, claims Oak Trail improves performance and battery life [Dec 13] news (emphasis is mine):
According to MSI’s Director of North American Sales Andy Tung, Intel’s tablet solution does show both battery life and performance improvements over the current Atom chips, but it’s “not extremely significant.” Based on our discussion with Tung, we got the feeling that it’s a step in the right direction for Atom but still not as long-lasting as it needs to be to compete with ARM-based tablets.
For more detailed investigation of this news see: Oak Trail bringing only minor power savings to Windows tablets? [Dec 13].
– Acer is indicated in the MeeGo tablet space which is something new and also showing that the primary line of tablet market attack for Acer is the Android platform. Again consistent with the same post (with two Android tablets coming from Acer in February), also in the sense that Intel’s intent is to apply a MeeGo specific, very pricing for the Oak Trail type Atom.
– Nokia is missing from the MeeGo design wins which is again consistent with information in the same post that “The first MeeGo smartphone requires MeeGo V1.2 and won’t happen, either on Intel or ARM until around June 2011.” The only difference is that now the same statement applies to the 2011 Nokia tablet space as well.
Overall it is not so rosy outlook for Intel’s 2011 plans for tablets. Even more so since in the smartphone space Intel is even more behind of the market. No wonder why Financial Times was reporting from the Barclay’s Capital event as Intel inside 35 tablets, no phone till H2 2011 [Dec 8]:
Mr Otellini said the phone game represented a marathon not a sprint for Intel. It was tackling issues of certification, modem integration and the telecoms software stack. Its smartphone processor codenamed Medfield was currently being debugged for shipment in 2011 and 2012, he added.
Medfield is the successor to the Moorestown chip, launched in May, which still does not match the low-power capabilities of Arm-based phone processors and has not appeared in any smartphones this year, despite Intel’s high hopes expressed at the CES show in January.
So marketwise Intel’s major worry is the tablet market now as was noted by New York Times: Intel Girds For Netbook and Tablet Wars [Dec 8] when reporting:
The chip giant has created a new business unit that it calls the netbook and tablet group. The unit will be run by Douglas L. Davis, the current head of Intel’s embedded and communications group, who will be charged with making sure Intel can fend off all kinds of competition in the burgeoning market for PC offshoots.
Intel often formally announces the formation of such groups, but kept this one quiet. Bill Kircos, a company spokesman, confirmed the move.
“Netbook shipments will be heading north of 100 million, and we’ll all soon will find out what kind of market potential there is for tablets and these increasingly popular hybrid designs,” Mr. Kircos said. “It makes sense for us to sharpen our focus on these friends of the PC, and Doug’s experience running a similar and very successful embedded division makes him the right guy to lead the group.”
Ottelini himself said according to the above ZDNet report:
I don’t think, at the end of the day, tablets are cannibalizing it. They are not replacements for notebooks. They are a competitor for discretionary income disposition. So you walk into Best Buy and you’ve got $400 burning a hole in your pocket, or in the case of the iPad, $600 burning a hole in your pocket, and you want to buy something cool for Christmas for your wife or kid or something. It’s a competitor.
On the other hand, I have not seen a kid that takes the iPad to school and not a laptop. The laptop is still the fundamental tool in school. So, I don’t see it being a displacement. I see it being an extra-fun device that you use to consume content, for the most part. And I think it’s additive to the industry. So, if it goes to 50 million or 100 million units a year against a base of PCs that are 500 million units, that’s great. And we’ll have our fair share of those.
But on the Barclay’s Capital event his major point about the future of the market was expressed on following two slides:
So while in the year 2011 Intel will play a catch up game in the tablet space and just trying the waters in the smartphone market in the years which are coming after that the company sees as quite promising because of its huge manufacturing technology lead and its learnings from the previous critical periods of its growth when Intel was able become dominant player via its architecture.
More information:
– Intel says tablets and phones on the way in 2011 [Reuters, Dec 8]


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