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Windows Azure Media Services OR Intel & Microsoft going together in the consumer space (again)?

With Intel Media: 10-20 year leap in television this year [Feb 16, 2013] and Microsoft entertainment as an affordable premium offering to be built on the basis of the Xbox console and Xbox LIVE services [Feb 13, 2013] this is a highly probable assumption.

There is other evidence as well. In fact plenty of them. Especially from Microsoft side:

image

The Entertainment and Devices Division (EDD) of Microsof is currently the place where all of Microsoft consumer-only activities are concentrated. EDD revenue, however, was 11% down for the latest quarter vs. that of a year ago. Moreover, it was just 17.6% of the overall Microsoft revenue vs. 20.3% in the quarter a year ago.

In addition:
– in Microsoft Reports Record Revenue of $21.5 Billion in Second Quarter [Microsoft press  release, Jan 24, 2013] great progress was reported in the non-consumer segments of Microsoft:

“Our big, bold ambition to reimagine Windows as well as launch Surface and Windows Phone 8 has sparked growing enthusiasm with our customers and unprecedented opportunity and creativity with our partners and developers,” said Steve Ballmer, chief executive officer at Microsoft. “With new Windows devices, including Surface Pro, and the new Office on the horizon, we’ll continue to drive excitement for the Windows ecosystem and deliver our software through devices and services people love and businesses need.”
The Windows Division posted revenue of $5.88 billion, a 24% increase from the prior year period. Adjusting for the net deferral of revenue for the Windows Upgrade Offer and the recognition of the previously deferred revenue from Windows 8 Pre-sales, Windows Division non-GAAP revenue increased 11% for the second quarter. Microsoft has sold over 60 million Windows 8 licenses to date.
“We saw strong growth in our enterprise business driven by multi-year commitments to the Microsoft platform, which positions us well for long-term growth,” said Peter Klein, chief financial officer at Microsoft. “Multi-year licensing revenue grew double-digits across Windows, Server & Tools, and the Microsoft Business Division.”
The Server & Tools business reported $5.19 billion of revenue, a 9% increase from the prior year period, driven by double-digit percentage revenue growth in SQL Server and System Center.
“We see strong momentum in our enterprise business. With the launch of SQL Server 2012 and Windows Server 2012, we continue to see healthy growth in our data platform and infrastructure businesses and win share from our competitors,” said Kevin Turner, chief operating officer at Microsoft. “With the coming launch of the new Office, we will provide a cloud-enabled suite of products that will deliver unparalleled productivity and flexibility.”
The Microsoft Business Division posted $5.69 billion of revenue, a 10% decrease from the prior year period. Adjusting for the impact of the Office Upgrade Offer and Pre-sales, Microsoft Business Division non-GAAP revenue increased 3% for the second quarter. Revenue from Microsoft’s productivity server offerings – collectively including Lync, SharePoint, and Exchange – continued double-digit percentage growth.

– while Entertainment and Devices Division Performance and KPIs for Earnings Release FY13 Q2 [Microsoft Investor Relations, Jan 24, 2013] were reported as:

Continued leadership position in console market

  • 5.9M consoles sold, down 28%
  • Halo 4 best-selling title of gaming franchise
  • Xbox LIVE members >40 million
  • Windows Phone sales were over 4 times greater than last year
  • 138 billion minutes of calls on Skype in quarter, up 59%

EDD revenue decreased, primarily due to lower Xbox 360 platform revenue, offset in part by higher Windows Phone revenue. Xbox 360 platform revenue decreased $1.1 billion or 29%, due mainly to lower volumes of consoles sold and lower video game revenue, offset in part by higher Xbox LIVE revenue. We shipped 5.9 million Xbox 360 consoles during the second quarter of fiscal year 2013, compared with 8.2 million Xbox 360 consoles during the second quarter of fiscal year 2012. Video game revenue decreased, primarily due to $380 million of revenue deferred associated with the Video Game Deferral. Windows Phone revenue increased $546 million, including patent licensing revenue and increased sales of Windows Phone licenses.

EDD operating income increased, due mainly to lower cost of revenue and sales and marketing expenses, offset in part by decreased revenue and increased research and development expenses. Cost of revenue decreased $544 million or 19%, mainly due to decreased sales of Xbox 360 consoles, offset in part by payments made to Nokia related to joint strategic initiatives and increased royalties on Xbox LIVE content and video games. Sales and marketing expenses decreased $92 million or 21%, primarily reflecting decreased Xbox 360 platform marketing. Research and development expenses increased $98 million or 25%, primarily reflecting higher headcount-related expenses.

– and here we should consider the following Segment Information for the Entertainment & Devices Division excerpted on Feb 17, 2013:

Entertainment and Devices Division (“EDD”) develops and markets products and services designed to entertain and connect people. EDD offerings include the Xbox 360 entertainment platform (which includes the Xbox 360 gaming and entertainment console, Kinect for Xbox 360, Xbox 360 video games, Xbox LIVE, and Xbox 360 accessories), Mediaroom (our Internet protocol television software), Skype, and Windows Phone, including related patent licensing revenue. We acquired Skype on October 13, 2011, and its results of operations from that date are reflected in our results.

Note here the inclusion of Mediaroom (MS IPTV platform) into the portfolio which was not in the FY12 portfolio as per Microsoft 2012 Annual Report [Microsoft Investor Relations, Oct 9, 2012]. Mediaroom is described by the Microsoft Mediaroom Newsroom [excerpt as of Feb 17, 2013] as:

Microsoft Mediaroom powers multi-screen entertainment services for consumers in partnership with operators. Visit: Mediaroom Website
Microsoft Mediaroom is the world’s most deployed IPTV platform. Mediaroom-powered TV services are being offered by more than 40 of the world’s leading operators, delivering services to more than eleven million consumer households equaling more than 22 million set top boxes deployed throughout the Americas, EMEA and APAC. Operator partners including AT&T, Deutsche Telekom and TELUS are already giving their subscribers the freedom to watch TV how they want, while gaining the most innovative ways to reach them wherever they are.

As another notable change according to Announcing the Windows 8 Editions [Building Windows 8 blog, April 16, 2012]

Windows Media Center will be available as an economical “media pack” add-on to Windows 8 Pro. If you are an enthusiast or you want to use your PC in a business environment, you will want Windows 8 Pro.

With further details provided in Making Windows Media Center available in Windows 8 [Building Windows 8 blog, May 4, 2012]

On the PC, … online sources [such as YouTube, Hulu, Netflix] are growing much faster than DVD & broadcast TV consumption, which are in sharp decline (no matter how you measure—unique users, minutes, percentage of sources, etc.). Globally, DVD sales have declined significantly year over year and Blu-ray on PCs is losing momentum as well. Watching broadcast TV on PCs, while incredibly important for some of you, has also declined steadily. These traditional media playback scenarios, optical media and broadcast TV, require a specialized set of decoders (and hardware) that cost a significant amount in royalties. With these decoders built into most Windows 7 editions, the industry has faced those costs broadly, regardless of whether or not a given device includes an optical drive or TV tuner.
Our partners have shared clear concerns over the costs associated with codec licensing for traditional media playback, especially as Windows 8 enables an unprecedented variety of form factors. Windows has addressed these concerns in the past by limiting availability of these experiences to specialized “media” or “premium” editions. At the same time, we also heard clear feedback from customers and partners that led to our much simplified Windows 8 editions lineup.
Given the changing landscape, the cost of decoder licensing, and the importance of a straight forward edition plan, we’ve decided to make Windows Media Center available to Windows 8 customers via the Add Features to Windows 8 control panel (formerly known as Windows Anytime Upgrade). This ensures that customers who are interested in Media Center have a convenient way to get it. Windows Media Player will continue to be available in all editions, but without DVD playback support. For optical discs playback on new Windows 8 devices, we are going to rely on the many quality solutions on the market, which provide great experiences for both DVD and Blu-ray.

image

Windows 8 Pro is designed to help tech enthusiasts obtain a broader set of Windows 8 technologies. Acquiring either the Windows 8 Media Center Pack or the Windows 8 Pro Pack gives you Media Center, including DVD playback (in Media Center, not in Media Player), broadcast TV recording and playback (DBV-T/S, ISDB-S/T, DMBH, and ATSC), and VOB file playback.

According to Should I Upgrade to Windows 8 Media Center? [About.com Guide, Nov 23, 2012]

The short answer? No. As of this writing, Media Center 8 is an exact duplicate of Media Center 7. No new features, no improvements, nothing.

So with Windows 8 Microsoft was clearly placing the bet on the on-line video!

Then we should consider also that Microsoft was just Announcing Release of Windows Azure Media Services [Scott Guthrie’s blog, Jan 22, 2013] supporting Xbox and IPTV (?i.e. when instead of Mediaroom –I would assume [to be verified!]– the content comes to the IPTV set-top boxes from Windows Azure Media Services?) as well:

image
with the following conceptual functionality (“architecture”) inside: image

What was announced is the V1 of the cloud-based variety of the overall Microsoft Media Platform (built on foundations of Windows Azure, Internet Information Services, Smooth Streaming and PlayReady) as defined in Microsoft Media Platform: Encoding and Serving Choices and Migration Considerations [Microsoft whitepaper, Jan 2, 2013] (corrections, emphases and additions are mine):

Two Microsoft Media Platform Technologies are on-premises (that is, they run on servers placed directly in an enterprise), while the latest, Windows Azure Media Services, is cloud-based as part of Microsoft’s Windows Azure cloud computing platform ( http://www.windowsazure.com/).

On-premises media technologies:

Cloud-based media technologies:

The initial components of Windows Azure Media Services, including Ingest [Upload media], Encoding [encode assets using a range of standard codecs, including popular adaptive bitrate formats], Content Protection [store and deliver your content securely using Microsoft PlayReady DRM or Apple AES Encryption], and On-Demand [Streaming] [deliver a fast, smooth, and adaptive experience to users while leveraging format conversion on the fly], are available or shipping soon with this release. Advertising (Ad Insertion) is currently available through Client SDKs. Additional components, including Live Streaming and Analytics, will be rolled out as they become available. When all of the components are in place, Windows Azure Media Services will offer a complete end-to-end media services solution, including video ingest, encoding and conversion, content protection, on-demand streaming, live streaming, and analytics.

The current environment for video streaming is experiencing new challenges. The video portion of Internet traffic today is significant and growing rapidly, as is the number of internet connected TVs and mobile devices. In this environment, video providers and broadcasters are switching to IP as the medium of choice to reach this wide diversity of endpoints.

To address these challenges, Windows Azure Media Services is designed to become a one-stop platform for securely encoding, packaging, and delivering video content from Windows Azure or CDNs, thus offering the scalability and reach of the cloud.

Some of advantages of migrating to Windows Azure Media Services are:

  • Windows Azure Media Services has the scalability and reliability of a cloud platform and can handle large bursts in demand for video applications.
  • It is widely available for a global audience and can use third-party CDNs like Akamai, Level3, or Limelight.
  • Windows Azure Media Services has cloud-based versions of familiar Microsoft Media Platform and media partner technologies.
  • As a Platform-as-a-Service (PaaS), Windows Azure Media Services is faster, cheaper, and lowers risk:
    • PaaS is faster because there is less work for developers. End-to-end solutions benefit from a single platform that solves integration issues. As a result, applications can go from idea to availability more quickly.
    • PaaS is cheaper because it offers less administration and management overhead, and greater economies of scale: you pay only for what you use, and large capital outlays for media servers and network infrastructure can be replaced by the more efficient operating expenses of cloud computing.
    • PaaS lowers risk. Because the platform does more for you, there are fewer opportunities for error.
  • Security Standards and Certifications: Windows Azure Media Services Security is working towards SOC2 (Service Organization Control 2) compliance and plans to complete a CDSA (Content Delivery and Security Association) certification process and an MPAA audit in 2013.

Windows Azure Media Services have the flexibility and power to enable you to create whatever media services solution that you envision. Some key usage scenarios are:

  • Creating an end-to-end workflow in the cloud. For example, a content management service can use Windows Azure Media Services to process on-demand Smooth Streaming video and distribute it to a variety of mobile and desktop clients.
  • Developing hybrid workflows that incorporate pre-existing on-premises resources. For example, a video production house might upload its finished videos to Windows Azure Media Services for encoding into multiple formats, and then use the Windows Azure Media Services Origin Service and a third-party CDN to deliver video on demand.
  • Choosing to utilize built-in Media Services components, or mixing and matching your own custom components or components from third parties. Individual Windows Azure Media Services components can be called via standard REST APIs for easy integration with external applications and services.

[see more detailed information in the whitepaper itself and in the announcement blog referred earlier]

I should only highlight one particular additional feature with the V1 release from Announcing Release of Windows Azure Media Services [Scott Guthrie’s blog, Jan 22, 2013]

… our on-demand streaming support also now gives you a cool new feature we call dynamic packaging.

Traditionally, once content has been encoded, it needs to be packaged and stored for multiple targeted clients (iOS, XBox, PC, etc.).  This traditional packaging process converts multi-bitrate MP4 files into multi-bitrate HLS file-sets or multi-bitrate Smooth Streaming files.  This triples the storage requirements and adds significant processing cost and delay.
With dynamic packaging, we now allow users to store a single file format and stream to many adaptive protocol formats automatically.  The packaging and conversion happens in real-time on the origin server which results in significant storage cost and time savings:

image

Today the source formats can be multi-bitrate MP4 or Smooth based, and these can be converted dynamically to either HLS or Smooth.  The pluggable nature of this architecture will allow us, over the next few months, to also add DASH Live Profile streaming of fragmented MP-4 segments using time-based indexing as well.  The support of HLS and the addition of DASH enables an ecosystem-friendly model based on common and standards-based streaming protocols, and ensures that you can target any type of device.

ADDITIONAL MPEG DASH / MICROSOFT RELATED INFORMATION:
Microsoft Announces Support for MPEG-DASH in Microsoft Media Platform [Microsoft Media Platform team blog, April 16, 2012]
Alex Zambelli of Microsoft at Streaming Media West – held on Oct 30-31, 2012 [streamingmediavideo YouTube channel, published on Jan 2, 2013]

Microsoft Sr. Tech Evangelist, Microsoft Media Platform discusses the ascendancy of MPEG DASH.

as well as the quite universal aspect of multitargeting even in this V1:

Consume

Windows Azure Media Services provides a large set of client player SDKs for all major devices and platforms, and they let you not only reach any device with a format that’s best suited for that device – but also build a custom player experience that uniquely integrates into your product or service.

Your users can consume media assets by building rich media applications rapidly on many platforms, such as Windows, iOS, XBox, etc.  At this time, we ship SDKs and player frameworks for:

  • Windows 8
  • iOS
  • Xbox
  • Flash Player (built using Adobe OSMF)
  • Silverlight
  • Windows Phone
  • Android
  • Embedded devices (Connected TV, IPTV)

To complement all that here is a brief introduction into the whole Microsoft Media Platform (the on-premises varieties as well) followed in details with how HTML5 is fitting into that, from streamingmediavideo YouTube channel [May 9, 2012]:

This session explores the role of HTML5 in the Microsoft Media Platform.

In Streaming Servers 2012: New Features, New Opportunities [StreamingMedia.com, Oct 24, 2012] the latest features of the streaming server/platform solutions from Adobe, Anevia, CodeShop, Microsoft, and RealNetworks are overviewed, together with some upcoming features. This shows quite well how much the Microsoft Media Platform is advanced and hence could be the best platform for such an effort as that of Intel Media.

There is a wortwhile comment as well from the same Microsoft specialist as already shown in the videos above:

Alex Zambelli · Seattle, Washington

Hi Tim,
Just a few corrections: The latest version of IIS Media Services, known as IIS Media Services 5.0 Premium, targeting OTT linear TV scenarios is available exclusively to Mediaroom customers as part of Mediaroom Component Technologies.

See also: How to Use Continuous Network DVR Feature in PlayReady Premium and IIS Media Services Premium? [PlayReady blog, Dec 29, 2012] “PlayReady 2.x Premium and IIS Media Services 5.0 Premium have enabled the following four key features which are needed for scalable live TV service:”

This is showing that Mediaroom is using the latest technologies available in the Microsoft Media Platform along with Windows Azure Media Services.

Finally Intel Media is heavily betting on the new H.265/HEVC standard. This is how the same Alex Zambelli (since January working for a premium video workflow services and products partner of Microsoft) is viewing this issue in his H.265/HEVC Ratification and 4K Video Streaming [Alex Zambelli’s Streaming Media Blog, Jan 28, 2013] post:

The media world today is abuzz with news of H.265/HEVC approval by the ITU. In case you’ve been hiding from NAB/IBC/SM events for the past two years – or if you’re a WebM hermit – I will have you know that H.265 is the successor standard to H.264, aka MPEG-4 AVC. As was the case with its predecessor it is the product of years of collaboration between the ISO/IEC Moving Picture Experts Group (MPEG) and the International Telecommunications Union (ITU) Video Coding Experts Group (VCEG). The new video coding standard is important because it promises bandwidth savings of about 40-45% for the same quality as H.264. In a world where video is increasingly being delivered over-the-top and bandwidth is not free – that kind of savings is a big deal.
What most media reports seem to have focused on is the potential effect that H.265 will have on bringing us closer to 4K video resolution in OTT delivery. Most reports speculate that H.265 will allow 4K video to be delivered over the Internet at bit rates between 20 and 30 Mbps. In comparison, my friend Bob Cowherd recently theorized on his blog that 4K delivery using the current H.264 video standard would require about 45 Mbps to deliver 4K video OTT.
While I think the relative difference between those two estimates is in the ballpark of the 40% bandwidth savings that H.265 promises, I actually think that both estimates are somewhat pessimistic. Given the current state of video streaming technology, I think we’ll actually be able to deliver 4K video at lower bit rates when the time comes for 4K streaming.
A common mistake that most people dealing with lossy video compression seem to make is to assume that the ratio between bit rate (bps) and picture size (pixels/sec) remains proportional and fixed as the values of both axis change. I don’t think that’s the case. I believe that the relationship between bit rate and picture size is not linear, but closer to a power function that looks like this:

image

In other words, I believe that as the pixel count gets higher a DCT-based video codec requires fewer bits to maintain the same level of visual quality. Here’s why:
  1. The size of a 16×16 macroblock, which is the smallest unit of DCT-based compression used in contemporary codecs such as H.264 and VC-1, grows smaller relative to the total size of the video image as the image resolution grows higher. For example,  in a 320×180 video the 16×16 macroblock represents 0.444% of the total image size, whereas in a 1920×1080 video the 16×16 macroblock represents only 0.0123% of the total image. A badly compressed macroblock in a 320×180 frame would therefore be more objectionable than a badly compressed macroblock in a 1920×1080 frame.
  2. As many studies have shown, the law of diminishing returns applies to video/image resolution too. If you sit at a fixed distance from your video display device eventually you will no longer be able to distinguish the difference between 720p, 1080p and 4K resolutions due to your eye’s inability to resolve tiny pixels from a certain distance. Ipso facto, as the video resolution goes up your eyes become less likely to distinguish compression artifacts too – which means the video compression can afford to get sloppier.
  3. Historically the bit rates used for OTT video delivery and streaming have been much lower than those used in broadcasting, consumer electronics and physical media. For example, digital broadcast HDTV typically averages ~19 Mbps for video (in CBR mode), while most Blu-ray 1080p videos average ~15-20 Mbps (in 2-pass VBR mode). Those kinds of bit rates are possible because those delivery channels have the luxury of either dedicated bandwidth or high-capacity physical media. However, in the OTT and streaming world video bit rate has always been shortchanged in comparison. Most 720p30 video streaming today, whether live or on-demand, is encoded at average 2.5-3.5 Mbps (depending on complexity and frame rate). 1080p30 video, when available, is usually streamed at 5-6 Mbps. Whereas Blu-ray tries to give us movies at a quality level approaching visual transparency, streaming/OTT is completely driven by the economics of bandwidth and consequently only gives us video at the minimum bit rate required to make the video look generally acceptable (and worthy of its HD moniker). To put it bluntly, streaming video is not yet a videophile’s medium.
So taking those factors into consideration, what kind of bandwidth should we expect for 4K video OTT delivery? If 1080p video is currently being widely streamed online using H.264 compression at 6 Mbps, then 4K (4096×2304) video could probably be delivered at bit rates around 18-20 Mbps using the same codec at similar quality levels. Again, remember, we’re not comparing Blu-ray quality levels here – we’re comparing 2013 OTT quality levels which are “good enough” but not ideal. If we switch from H.264 to H.265 compression we could probably expect OTT delivery of 4K video at bit rates closer to 12-15 Mbps(assuming H.265′s 40% efficiency improvements do indeed come true). I should note that those estimates are only applicable to 24-30 fps video. If the dream of 4K OTT video also carries an implication of high frame rates – e.g. 48 to 120 fps – then the bandwidth requirements would certainly go up accordingly too. But if the goal is simply to stream a 4K version of “Lawrence of Arabia” into your home at 24 fps, that dream might be closer to reality than you think.
One last thing: In his report about H.265 Ryan Lawler writes that “nearly every video publisher has standardized [H.264] after the release of the iPad and several other connected devices. It seems crazy now, but once upon a time, Apple’s adoption of H.264 and insistence on HTML5-based video players was controversial – especially since most video before the iPad was encoded in VP6 to play through Adobe’s proprietary Flash player.” Not so fast, Ryan. While Apple does deserve credit for backing H.264 against alternatives, they were hardly the pioneers of H.264 web streaming. H.264 was already a mandatory part of the HD-DVD and Blu-ray specifications when those formats launched in 2006 as symbols of the new HD video movement. Adobe added H.264 support to Flash 9 (“Moviestar”) in December 2007. Microsoft added H.264 support to Silverlight 3 and Windows 7 in July 2009. The Apple iPad did not launch until April 2010, which was also the same month Steve Jobs posted his infamous “Thoughts on Flash” blog post. So while Apple certainly did contribute to H.264′s success, they were hardly the controversial H.264 advocate Ryan makes them out to be. H.264 was already widely accepted at that point and its success was simply a matter of time.

More information:
What Is HEVC (H.265)? [StreamingMedia.com, Feb 14, 2013]
Episode 99 – Windows Azure Media Services General Availibility [Microsoft Channel 9 video, Jan 25, 2013]

In this episode Nick Harris and Nate Totten are joined by Mingfei Yan Program Manager II on Windows Azure Media Services.  With Windows Azure Media Services reaching General Availability Mingfei joined us to demonstrate how you can use it to build great, extremely scalable, end-to-end media solutions for streaming on-demand video to consumers on any device and in this particular demo shows off the portal, encoding and both a Windows Store app  and iOS device consuming encoded content.

For more information visit the Windows Azure Media Services page to learn more about the capabilities, and visit the Windows Azure Media Service Dev Center for tutorials, how-to articles, blogs, and more information and get started building applications with it today!

How to build customized Media Workflows using the Media Services .NET SDK – Part I [Microsoft Channel 9 video, Feb 5, 2013]

In this two part video, Mingfei Yan will teach you how to use the Windows Azure Media Services .NET SDK to create your own media workflow including how to upload, encode, package and deliver your video assets.  In this part you will learn how to create media asset and upload a video file from local drive.

After completing this part you can watch part II here. You can get started with Windows Azure Media Services today for free!

How to build customized Media Workflows using the Media Services .NET SDK – Part II [Microsoft Channel 9 video, Feb 5, 2013]

– IMPORTANT: Client Ecosystem for Windows Azure Media Services [Mingfei Yan blog, Jan 14, 2013]

This blog gives an overview of what kind of client support Microsoft offers as part of Windows Azure media Services. On one side, you could create, manage, package and deliver media asset through Windows Azure media services. Many popular streaming formats are supported, such as Smooth Streaming, Http Llive Streaming and MPEG-dash. On the other hand, we provide various SDKs and frameworks for you to consume media asset by building rich media applications rapidly on many platforms, such as PC, XBox, mobile and etc.

What is Windows Azure Media Services [Mingfei Yan blog, Aug 21, 2012]

Introducing Microsoft Media Platform [Media & Entertainment Insights blog, April 12, 2011]
Microsoft Media Platform – David Sayed interview [Quantel blog April 20, 2011]
H2 2012 Media Platform Product Update Roundup [Alex Zambelli’s Streaming Media Blog, Nov 16, 2012]: “It’s been a busy summer with most of the team focused on Windows Azure Media Services, but I’d like to take a moment to highlight a few other Media Platform releases of the past few months:”
Mediaroom 2.0 Unites Software and Cloud Services to Power New TV Experiences Across Three Screens [Media & Entertainment Insights blog, April 6, 2010]

Microsoft entertainment as an affordable premium offering to be built on the basis of the Xbox console and Xbox LIVE services

OR create interactive content as a premium offering together with partners using Kinect technology as a starter OR moving Microsoft Xbox 360 to ‘entertainment console’ OR leaving the good quality commodities to others and going for a premium brand with Xbox as well OR Xbox 360 and Microsoft’s Gaming Future – D: Dive Into Media [WSJDigitalNetwork YouTube channel, Feb 12, 2013]

[04:26] “Our focus is to really transition [Microsoft’s Xbox] to an entertainment device,” Nancy Tellem said Monday at All Things D’s D: Dive Into Media in Laguna Niguel, Calif. “We have thousands of movies, sports events, live events.” [04:34]
[05:14] “We’re looking at a whole variety of types of content. What I call it premium, which is aligned with HBO and Showtime quality, networking cable quality” she said. “Then, of course we’re looking at alternative, reality, live events. All of the premium. It’s a premium service. Also we are looking at each content as what it would be best. Whether in format, whether in time. So we are not constrained in the same way traditional media distribution companies are, having to produce something at certain length. We have 46 million global users all connected. With all the premium service we offer may be behind, being part of the the membership.” [06:05]
In addition to producing content internally, Tellem said she was also looking at partnering with “traditional media partners, studios and creatives.”
“[The] Xbox brand stands for the best, most interactive, most amazing entertainment you can get,” Yusuf Mehdi said, comparing it to low-cost media streamers like the Roku. [08:35] “Our current and future investment is about doing the things that are big and premium. Let really do things that are amazing for customers.” [08:43]
Would you become a pay-TV provider? [09:18] “For questions like this it always goes back to what do we feel we can really be best in the world we are doing, what’s our value add” he said. “Our value add is not being another distributor of content that comes from many good sources today, it’s about adding that level of interactivity, creativity, fidelity that makes it come alive.” [09:36]
[12:46] Nancy Tellem: “I think one of the perfect example of more live events as you’re looking at, this is more hypothetical as obviously we’re not there yet,  but certainly if you do a comedy show, and you can actually from a transactional standpoint know where the comedians going to be performing, buy tickets, that’s an example.  You can also, not just from a Twitter standpoint, but actually share with your friends, actually experience it together.  He or she may be on the other side of the United States or in anthor country, Ireland or wherever, that’s kind of the real time experience that really is quite unique. We’ve already done a joint venture with Sesame Street where from children’s programming the kids can actually interact with the video itself and have a real interactive experience with …” [13:50]
She saw episodes ranging from as short as 10 minutes to an hour and a half, multiple episodes being produced, and using Xbox’s interactive capabilities, be it the voice-and-gesture-enabled Kinect or the second-screen SmartGlass app.

Xbox Execs Talk Momentum and the Future of TV [Microsoft feature story, Feb 11, 2013]

Living room entertainment is in its largest evolutionary period since the transitions of black-and-white to color, and from standard definition to high definition. The Xbox 360, alongside Microsoft’s entertainment industry partners, is at the forefront of that evolution as one of the only devices that brings all forms of entertainment together in one device, while making access to content easy and providing new ways to interact with existing programming. In 2012, the amount of TV and other entertainment offerings on Xbox almost tripled, now surpassing 100 custom, voice-controlled TV and entertainment apps on Xbox LIVE.
“Yes, we started with video games, but we have been on a journey to make Xbox the center of every household’s entertainment,” says Yusuf Mehdi, corporate vice president of Microsoft’s Interactive Entertainment Business.
Today Mehdi, along with Nancy Tellem, president of entertainment and digital media at Microsoft, participated in a D: Dive into Media session, facilitated by Peter Kafka, to discuss that journey and the opportunities that lie ahead. Mehdi revealed some new data that illustrates how entertainment usage on the Xbox has exploded during its living room transformation, and Tellem shared more about her newly created Los Angeles-based Xbox Entertainment Studios.
Today, there are more than 76 million Xbox 360 consoles around the world. That’s three times the number of original Xbox consoles sold. And a Kinect sensor now sits next to roughly one third of those Xbox 360 consoles; the company has sold 24 million Kinect sensors since launch.
Social has been an important part of Xbox from the beginning, and that’s true today more than ever. The Xbox LIVE community has grown to 46 million members, a 15 percent growth since last year.
2012 also marked the Xbox’s biggest year for entertainment and games usage. Users enjoyed more than 18 billion hours of entertainment in 2012, with entertainment app usage growing 57 percent year over year globally. Last year in the United States, Xbox LIVE Gold members averaged 87 hours per month on Xbox, an increase of 10 percent year over year.
Those numbers strongly indicate that consumers enjoy all kinds of entertainment via Xbox, and Mehdi believes the future of entertainment is even brighter, as Microsoft plans to keep the momentum rolling.
“We believe that Xbox is being used by more people in the household, during more hours in the day and for more forms of entertainment,” he says. “People are using Xbox in the morning to work out with the Kinect Nike+ Fitness program, kids are watching cartoons, families are enjoying movies, and of course people are playing blockbuster games like ‘Halo 4.’”
The Future of TV Is Interactive and More Engaging
According to Mehdi, Xbox has something in the living room no one else has – a large installed base of devices already in the home, connected to TVs, and over half of those are already linked together, delivering amazing personalized and social entertainment experiences via the Xbox LIVE network.
Microsoft believes that the future of TV and entertainment is one where the TV becomes interactive and more engaging, Mehdi and Tellem explain. Microsoft sees that viewers want to do more with their TV shows, movies, sports and other forms of entertainment.
“We believe that we are at the start of the next wave of truly interactive entertainment,” Tellem says.
Tellem is spearheading a new L.A.-based studio called Xbox Entertainment Studios, where the mission is to create true interactive content for Xbox and other devices that will change the way entertainment content is experienced and delivered. Tellem also now oversees live event programming for Xbox LIVE. Xbox has had success with live events such as the Elections 2012 Hub on Xbox LIVE, which aired the presidential debates with an added interactive polling capability. Viewers submitted 3 million answers to on-screen questions during the live telecast of one of the debates. More recently, Xbox aired an interactive red carpet experience for this year’s Grammy Awards and will be doing the same for the 85th Academy Awards.
“When I worked in traditional TV, we would find ourselves saying things like ‘Wouldn’t it be cool if we could add an interactive aspect directly into the show and engage directly with the viewers?’” says Tellem. “With Xbox, that is possible today.”
Xbox already offers content such Kinect Sesame Street TV, which blurs the lines between traditional linear TV show and interactive experience, where a kid can jump into their beloved Sesame Street and throw coconuts at Grover.
But it’s not just about new types of entertainment; it’s also about new business models and new engagement opportunities for advertisers. Mehdi called the launch of NUads a new ad format that harnesses Kinect and natural user interface an important moment for TV advertising. NUads deliver what is most scarce to advertisers today: consumer engagement. NUads enable natural interactivity using the simplicity of a spoken word or the wave of a hand. The first wave of NUads, which launched last fall with interactive polling, saw a record level of consumer engagement with 37 percent of people responding. With this model, passive TV advertising is transformed into engaging and actionable experiences.
Pioneering the Future of TV
In addition to Xbox Entertainment Studios creating content that will highlight what’s possible and demonstrate the capability of the Xbox platform, Microsoft will continue to partner with content creators, networks, aggregators and advertisers to “pioneer the future of TV,” says Tellem.
During 2013, Microsoft is planning to launch more than 40 new voice-controlled, customized TV and entertainment apps on Xbox.
“We want to partner with the industry to bring entertainment into a new era,” she says. “It’s an era when interactive entertainment becomes the greatest form of all entertainment – and we couldn’t be more excited to play a part in it.”

Will Next Gen Xbox Win With Premium Media Combo? [Breaking Analysis] [siliconangle YouTube, Feb 12, 2013]

Microsoft’s Xbox 360 has been morphing from a gaming console to an entertainment console, and Microsoft intends to capitalize on that in its future Xbox consoles. Although Microsoft has not confirmed that a next gen Xbox is in the works, details have still been leaked about a new console. SiliconANGLE Contributing Editor John Casaretto shared his knowledge regarding the source of the leaks, a person by the name of SuperDaE. SuperDaE made headlines last year when he tried to sell a Durango development kit on eBay. Durango is allegedly the code name for the next gen Xbox project. Casaretto concluded, “He’s got a lot of information, a lot of it seems really poignant, and he’s a very credible source.” Casaretto named some of the new features of the new console, noting there are some interesting twists to them, such as the ability to run multiple games simultaneously, required game installations, and the compatiblity with a new, improved (and mandatory) Kinect sensor. He explained that some of the features that were previously optional are now unified into one grand Xbox. Microsoft’s senior VP of interactive entertainment, Yusuf Mehdi, claimed that the Xbox 360 is transitioning from a gaming console to an entertainment before their eyes. Casaretto believes this is a natural evolution and expects to see more gaming, more video content, and even more shopping coming through the Xbox, turning it into a genuine family entertainment center. He predicted, “I think we’ll see this symbiosis of entertainment and gaming, and this will apply to Nintendo and Sony as well. They’ll certainly follow suit.” There is also some speculation that Microsoft will expand its popular monthly subscription service, Xbox Live, to include original shows, just as Amazon and Netflix have done. Casaretto stated that their success in this area will depend on the type of content they put out. He said if they’re trying to make completely original shows, such as sitcoms, it could easily turn into a money pit very quickly in trying to keep up with other popular shows out there. However, if it’s in alignment with game releases and other events, he said it’s possible Microsoft could be right on the money with this expansion idea, but it will take some time to establish their presence in this space. Likewise, in other new media TV developments, Intel Media has confirmed they are currently working to launch internet television this year. The Verge reported that Intel Media plans to provide “live television, catch-up television, on-demand [and] a set of applications.” Their hardware package will include a set-top box and a camera, which could be used for synchronized viewing with other viewers across the country. Casaretto observed that Microsoft has been very quiet about their new branding strategy with Xbox. He reminded viewers that Sony is expected to say something about their new Playstation soon, and he believes Microsoft is waiting to key off of Sony’s announcement. See the entire segment with Kristin Feledy and John Casaretto on the Morning NewsDesk Show.

See also:
Xbox LIVE Turns 10: A Decade of Entertainment [Microsoft feature story, Nov 15, 2012]
The New Entertainment Experience From Xbox [xbox YouTube channel, Oct 25, 2012]

The biggest blockbuster games, movies and music that go where you go, your favorite sports in one place, and your Nike personal trainer at home

Xbox Music [xbox YouTube channel, Oct 14, 2012]

All the music you love, every way you want it — Xbox Music. http://www.xbox.com/music

To understand the outstanding leadership in that Microsoft entertainment effort see this earlier Microsoft’s Yusuf Mehdi at MIXX 2009 [IABtv YouTube channel, Oct 8, 2009] presentation:

Yusuf Mehdi provides a rarely-seen demonstration of a truly interactive home office powered by Microsoft Touch—complete with voice detection, touch screens and surface computing capabilities.

Xbox Beyond the Box [The Official Microsoft Blog, May 29, 2012]

Next week, the Xbox team heads to Los Angeles for E3. Having recently joined the team, I have the benefit of fresh perspective, and one of the things that has struck me is the amount of opportunities we have ahead.
Before joining Xbox, I had the fortune of being a part of some incredible periods of innovation and incubation such as in the early days of Windows and Internet Explorer, and, more recently, with the creation of Bing. I have also had a great passion for gaming and entertainment, and watched the growth of MSN into one of the world’s largest media sites on the Internet.
Similar to many of those experiences, the Xbox has arrived at an important inflection point in its growth and development. In particular, in the last year, the Xbox has transcended from a gaming console to a broad entertainment device inclusive of movies, TV, music and sports. I will give you an example of what that means.
A few weeks back, my family and I decided to escape a rainy Sunday afternoon by watching a movie. The need for indoor entertainment in Seattle in May is (sadly) no surprise, but what really struck me was the way my son went about finding a movie. After my children finished a heated rock-paper-scissors battle to determine who got to choose what we would watch, my son sprinted to the Xbox 360. He didn’t first turn on the TV or go to our relatively hefty collection of DVDs. For him, the Xbox is now the gateway to what he wants to watch.
Now, my household may be a little biased, but my son isn’t alone. Xbox will always mean games, but for tens of millions of people around the globe, it also means music, TV, movies and more. Xbox LIVE subscribers now spend an average of 84 hours per month on the console. For comparison, the average American watches a little more than 150 hours of TV in the same period. The more entertainment options we add, the more time people spend on Xbox. In the last six months, we’ve grown our entertainment library on Xbox to include more than 60 voice controlled applications and more than 200,000 premium movies and TV shows.
As a result of people engaging with Xbox more frequently for more entertainment activities, we have been able to defy gravity compared to where consoles traditionally are at this point in their lifecycle. Sales for Xbox 360 in year five were greater than in year four, sales in year six were greater than in year five, and sales in year seven were greater than in year six.
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Since 2005—when we launched Xbox 360—we have sold 67 million consoles and have generated more than $56 billion at retail, and we’re still going strong in our seventh year. With 47 percent share of the current-generation console market in the U.S., we are hitting our stride largely as a result of the success of Kinect for Xbox 360 (19 million sold worldwide) and the flood of new entertainment options through Xbox LIVE (40 million members worldwide).
To date, our success with Xbox has been led by a box in the living room. Moving forward, Xbox will go beyond the box to reach all new families of devices. Just as Xbox has grown to mean more than just games, it also is more than just a console. This year, Xbox becomes the premium entertainment service for Microsoft. Whether on your PC, tablet, TV or phone, Xbox will be a gateway to the best in music and video, your favorite games and instant access to your friends. With the launch of Windows 8, we’ll bring Xbox entertainment to everyone. With Xbox on Windows 8 devices, we rapidly accelerate the reach of Xbox entertainment from more than 60 million people to hundreds of millions of people worldwide.
We understand that entertainment has become a multi-screen experience where you and your friends are watching TV, listening to music, and playing games while interacting with your tablets and phones in new ways. We’ve got ideas for making all the entertainment you love more personal, interactive and social across the devices you love—and on the phenomenal Windows 8 devices that are to come.
You’ll see the first of that next week at E3 where we will showcase the very best of Xbox. We’ll unveil new games, show new ways to enjoy the entertainment you love and, as always, we’ll have a few surprises to share!
We can’t wait. We kick things off on Monday, June 4 at 9:30 a.m. PT. You can watch us on live TV though our partnership with Spike TV, on the Web (Xbox.com), and for the first time ever – on Xbox LIVE.
Posted by Yusuf Mehdi
Chief Marketing Officer, Interactive Entertainment Division, Microsoft

Introducing the New Entertainment Experience from Xbox [The Official Microsoft Blog, Oct 22, 2012]

Below is a post from Yusuf Mehdi, Chief Marketing Officer for Microsoft’s Interactive Entertainment Division, announcing details about a major new update to the Xbox dashboard and the launch of Xbox SmartGlass, which brings games, music, TV and movie experiences off the console and onto your phone, tablet and PC.

Steve Ballmer recently stated that 2012 will be “the most epic year in Microsoft’s history.”

Not only do we have major releases coming to the PC, tablet and phone, but we have worked extremely hard to ensure those screens work together with the other major screen in peoples’ lives, the television. People often call out the role Microsoft design style is playing in this new wave of experiences from the company. Whether you are using a phone, PC, tablet or console that is running our software you have an experience that is distinctively Microsoft, elegant, intuitive and integrated.
Now, there is another common thread that ties all of these experiences together – Xbox entertainment.
Today marks the beginning of two major launches for Xbox entertainment.
First, on top of what is the greatest year for games in Xbox history, beginning today a brand new update will roll out broadly for every Xbox 360 owner in the world that brings entirely new TV entertainment experiences. We are bringing the Web to the TV like never before with Internet Explorer, launching a brand new music service, and making it even easier to find the entertainment you love using Kinect and Bing voice search. This release is the next step in our journey to transform Xbox 360 from a games console to an all-in-one entertainment system.
Second, we are bringing Xbox Entertainment off the console to your phone, tablet and PC to deliver great games, music, TV and movie experiences. And as a part of this effort with Xbox SmartGlass we are going to introduce amazing multi-screen entertainment experiences.
Back in June, we talked about how this is the year Xbox becomes the premium entertainment service for Microsoft. While our success with Xbox to date has been led by a box in the living room, we’re now reaching individuals in new and exciting ways across PCs, tablets and phones. Xbox will be a gateway to the best in movies, TV shows, music, sports, your favorite games and instant access to your friends, wherever you are.
This week, with the launch of Windows 8, followed shortly thereafter by Windows Phone 8 devices, we’ll flip the switch on that transformation with the launches of four new experiences that make entertainment better on every screen in your life:
At that moment, we will rapidly accelerate the reach of Xbox entertainment from more than 67 million consoles to literally hundreds of millions of devices worldwide. Also this week, we will take our biggest step ever to increase our global reach, extending Xbox entertainment experiences to 222 countries from 35.

image

We realize some may ask, “Why are all these apps called Xbox, isn’t Xbox just a game console?” For us the decision to have Xbox stand for our broad entertainment efforts was a simple one. It is a natural evolution of our consumer offering. Even as Xbox has become the number one game console in the world, and continued to deliver arguably the best line up of games in our history, we have seen the use of Xbox broaden to watching TV/movies and listening to music.
During the last couple of years, we have grown our global entertainment portfolio to more than 62 TV and entertainment partners. Our Xbox LIVE subscribers now spend more time enjoying entertainment apps than multiplayer games. And this is occurring even when multiplayer gaming is also growing on our console.
Also, we live in a multi-device world. The millions of people enjoying entertainment on their Xbox are doing so within arm’s reach of another device. We believe your entertainment should travel seamlessly across devices, that devices should work together to make your entertainment more accessible and create entirely new experiences. We knew we needed a single name for all entertainment experiences from our company and nothing means entertainment at Microsoft more than Xbox.
Xbox SmartGlass is a great example of our approach to multi-screen entertainment. With SmartGlass we are focusing on two key objectives:
  1. Make discovering and controlling your entertainment simple, no matter the device you’re using; and
  2. Ensure you get more from your entertainment experience.
Xbox SmartGlass is a free downloadable app that takes your Windows 8 and RT tablets and PCs, Windows Phone 8, iOS and Android devices, and converts them into smart second screens for the entertainment you are enjoying through your Xbox.
Today, we are unveiling our first wave of experiences and partners for Xbox SmartGlass. They are the first of many to become available over the coming months.
Navigate your Entertainment – Your phone and tablet will become the best remote controls in your house. Use the touch screen on your smartphone or tablet to control your Xbox 360, and use your devices to pause, rewind or advance entertainment.
TV & Movies – With Xbox Video, start a TV show or movie on your Windows 8 tablet and finish it on the big screen through Xbox 360; see the names of cast and crew for the film you are watching and discover related films. To give you one example of what you can expect, coming next season, HBO GO’s “Game of Thrones” will offer groundbreaking Xbox SmartGlass experiences.
Sports – While watching the game, use a second screen to follow real-time stats, player bios, news and highlights you may have missed. All of this and more will be available for NBA Game Time, ESPN and UFC in the coming months.
Music – Control your Xbox Music experience on the TV using your smartphone or tablet, discover related artists and songs, cue up additional music, read artist bios and more.
Internet Explorer for Xbox – The Web comes to TV like never before with Xbox 360 and Xbox SmartGlass. With your smartphone or tablet, pan or pinch and zoom to explore the Web on the largest and best screen in the house, enjoy easy text entry with the keyboard on your tablet or phone, and then move your browser back to your device to take it on the go.
Games – Get more from your game when you can use a second screen. Turn you phone or tablet into a virtual GPS in Forza: Horizon. Don’t stop the dance party in Dance Central 3 by going back to the menu to choose your next song. Instead, queue it up on your tablet or smartphone. In HomeRun Stars, use SmartGlass on your favorite device to throw a surprise pitch to your friend up at bat in front of Kinect. See detailed stats on how you are progressing in Halo 4, or check up on friends. All of these features and much more will be available when your favorite game extends to multiple screens.
And we’ve only begun to scratch the surface of what’s possible. In the future, new games will be created, TV shows and movies will be re-imagined, and sports will be broadcast from the ground up with Xbox SmartGlass in mind.
Moreover, we are making it easier than ever to buy an Xbox 360 console. Starting this fall, we are rolling out the “Entertainment for All” pricing plan that enables you to buy an Xbox 360 for $99 when you sign up for 2 years of Xbox LIVE. Entertainment For All Plan will include U.S. retailers: Best Buy, GameStop, Walmart, Toys R Us and the Microsoft Store.
With these new technologies, services and pricing, Xbox entertainment has never been:
  • More simple and engaging
  • Available on so many new devices; and
  • More affordable.
So, yes, this is certainly an epic year for Microsoft. But more importantly, it’s an epic time for all of you that love amazing entertainment.

Then there is certainly Nancy Tellem:
Microsoft Names Longtime Entertainment Executive Nancy Tellem Entertainment & Digital Media President [Microsoft press release, Sept 18, 2012]

Microsoft Corp. today announced that Nancy Tellem, former president of CBS Network Television Entertainment Group, has joined Microsoft as Entertainment & Digital Media president.
In her role reporting to Phil Spencer, corporate vice president, Microsoft Studios, Tellem will oversee the launch of a newly created production studio in Los Angeles that will develop interactive and linear content for Xbox and other devices. In addition to running the production studio, she will help spearhead the company’s efforts to turn Xbox into a destination where consumers can enjoy all their entertainment in one place.
Tellem and her group will collaborate with the creative community to develop unique, compelling storytelling experiences for the Xbox brand. More than just a gaming console, Xbox has evolved into a consumer destination for the world’s most popular TV, movies, music and sports content. With a roster of more than 65 entertainment apps, including Netflix, Hulu Plus, HBO GO, MLB.TV, ESPN, YouTube and VEVO,global video consumption on Xbox LIVE has increased 140 percent during the past year. In addition, this September, Microsoft will introduce 2-way TV experiences from renowned entertainment partners Sesame Workshop and National Geographic that will further expand the Xbox platform beyond games, offering entertainment options for everyone in the family.
“I am excited to be a part of the continued evolution of Xbox from a gaming console to the hub of every household’s entertainment experience,” Tellem said. “The Xbox is already a consumer favorite, and we now have a tremendous opportunity to transform it into the center of all things entertainment — from games, music and fitness to news, sports, live events, television series and movies — so consumers have one destination for all their entertainment needs. I look forward to building a studio team that embraces the challenges of creating true interactive content that the Xbox platform supports and to work with talent to create content that will change the way entertainment content is experienced and delivered.”
“Whether you are voting for your favorite contestant on a TV show or playing a game, entertainment is becoming more personalized and social, driven by the Internet and new tools to interact with content,” Spencer said. “We are embarking on a new chapter with the creation of a studio dedicated to making original interactive and linear content, and I’m excited to have Nancy leading this effort.”
“With her impressive background in entertainment innovation, I am thrilled to have Nancy join our team,” said Don Mattrick, president of the Interactive Entertainment Business Group at Microsoft. “Under her direction, we look forward to building and extending our creative offerings from the living room to all your devices.”
Tellem has been a CBS executive since 1997, most recently as senior adviser to CEO Leslie Moonves, where she explored business and strategic opportunities — domestic and international — involving content partnerships, new production models, emerging media and technologies. As president of the CBS Network Television Entertainment Group, Tellem supervised programming, development, production, business affairs and operations. She oversaw the network’s prime-time, daytime, late-night and Saturday morning lineups (with shows like “CSI,” “Survivor,” “Everybody Loves Raymond” and “The King of Queens”). Before joining CBS, Tellem was executive vice president of Business and Financial Affairs for Warner Bros. Television and was part of the team that launched the landmark programs “Friends” and “ER.”
In 2006, Tellem was inducted into the Broadcasting & Cable Hall of Fame for her contributions to the electronic arts. In 2008, Forbes ranked her 32nd on its list of “The World’s 100 Most Powerful Women” and Entertainment Weekly named her the third-smartest person in TV for quickly restoring CBS’s entire primetime lineup after the 100-day writers’ strike. That same year, the National Association of Television Program Executives awarded Tellem a Brandon Tartikoff Legacy Award in recognition of her “extraordinary passion, leadership, independence and vision in the process of creating TV programming.”
About Xbox
Xbox is Microsoft’s premier entertainment service for the TV, phone, PC and tablet. It’s home to the best and broadest games, as well as one of the world’s largest libraries of music, movies, TV and sports. With Kinect, Xbox 360 transformed gaming and entertainment in the living room with a whole new way to play games and find entertainment — no controller required. More information about Xbox can be found online at http://www.xbox.com.

Nancy Tellem: Why Microsoft’s Looking for TV Hits on XBox Live (Q&A) [Hollywood Reporter, Jan 4, 2013]

The entertainment and digital media president on why she left CBS, how she’d handle Angus T. Jones and why she’s not into violent entertainment: “I don’t like blood.”
Nancy Tellem, who had been a consultant to CBS chief executive Leslie Moonves for nearly three years after stepping down as president of the CBS Network Television Entertainment Group in 2009, became entertainment and digital media president at Microsoft on Sept. 18. One of her primary mandates: to create a TV studio in Los Angeles during the next year, where she and her staff will make original content for the 40 million customers worldwide who subscribe to Xbox Live, which already features fare from Netflix, ESPN, HBO Go, Amazon Prime and other providers. Tellem, 58, a mother of three sons who is married to sports agent Arn Tellem — and who spends what little free time she has bicycling, reading and doing yoga — spoke with THR at her temporary office at Wasserman Media Group in Los Angeles.
Nancy Tellem, who had been a consultant to CBS chief executive Leslie Moonves for nearly three years after stepping down as president of the CBS Network Television Entertainment Group in 2009, became entertainment and digital media president at Microsoft on Sept. 18. One of her primary mandates: to create a TV studio in Los Angeles during the next year, where she and her staff will make original content for the 40 million customers worldwide who subscribe to Xbox Live, which already features fare from Netflix, ESPN, HBO Go, Amazon Prime and other providers. Tellem, 58, a mother of three sons who is married to sports agent Arn Tellem — and who spends what little free time she has bicycling, reading and doing yoga — spoke with THR at her temporary office at Wasserman Media Group in Los Angeles.
The Hollywood Reporter: Is it scary to move from traditional TV to a tech company?
Tellem: For me, it was a natural next step. I was always interested in where the next distribution platform was happening and was very engaged with talking to tech companies.
THR: Xbox Live already gives users access to tons of video. Why do you need original content?
Tellem: Incredible content really raises the brand — look at Mad Men with AMC. So original programming gives us an opportunity to kind of brand the Xbox. And looking at the technology the Xbox console provides, we are really a bit ahead of the more traditional media companies in having the ability to develop and produce interactive content.
THR: What types of shows do you plan to make?
Tellem: We’re looking at all forms of content for every member of the family. So that certainly covers live events, reality, game shows, documentaries and scripted comedy or drama. We’ll cover it all. We’re figuring this out as we go. But we certainly intend to produce things with high production value, with the same breadth of storytelling that you see on traditional TV.
THR: Interactive TV hasn’t taken off yet. What are you going to do differently to make it popular?
Tellem: We’ve all tried to produce multiplatform programming, but the difficulty has been that you don’t have the technology to support it. This is where Microsoft and Xbox are in a unique position. The technology is there, not only for the audience that just wants to watch passively, but also for those who want to engage the content more, whether by mobile, tablet or on TV.
THR: Will you be able to attract major TV talent to make shows for a tech company?
Tellem: I certainly hope so. I know that before my arrival, they were able to attract a certain level of great talent. I invite everyone to come and listen to what we want to do. There’s a great playground we have here.
THR: What agents and talent have you spoken with so far?
Tellem: I’m somewhat overwhelmed by the interest, but I can’t say.  It’s a little too early.
THR: Have you made any major hires yet?
Tellem: Not yet. We’re obviously taking advantage of all the existing people we have in Seattle, but at the same time we want to build a top-notch staff in L.A. for what will certainly be a full-fledged production studio.
THR: Why did you leave CBS?
Tellem: It’s probably the toughest decision I’ve made in my career. I’m very, very close to Leslie and close to all the executives there. We’re like a wonderful family. I just felt that I had done the job, and hopefully I did it well, and there were new challenges I wanted to take on. I wanted to be a little less comfortable, and I was always so intrigued with where television was going.
THR: What exactly did you do as an adviser to Moonves?
Tellem: I’ve always been interested in looking at the next generation of television. In the early days, I ran CBS.com before CBS acquired CNet, and I initiated the mobile strategy. So I’d try to embrace what’s on the horizon. I was also interested in the global production model, so I did a lot of that, going to places like India and exploring.
THR: Can you give me an example of a crisis at CBS when you were there and how you handled it?
Tellem: I don’t want to be specific, but there are situations where talent has personal issues and it’s like an athlete: Do you throw them out in the field if it hurts them but helps the team? Ultimately you have to think about the well-being of the talent. I guess I’m referring to the Charlie Sheen, Angus T. Jones type of situations. But among the executives, it should be a collaboration, and we should listen to different points of views to come to a conclusion we can live with while also protecting the show.
THR: How would you handle the controversy over Two and a Half Men star Jones’ plea for people to stop watching the show because it’s “filth”?
Tellem: I was just thinking this morning that it’s a good thing I’m not at CBS. Nina [Tassler, CBS Entertainment president] and Leslie and the Warner Bros. people are handling it appropriately. Who knows what motivates these things, but I think his apology was correct. We’re all blessed to be in this business.
THR: Is any part of traditional TV in jeopardy because of advancing technologies?
Tellem: It’s certainly disruptive. We always compared ourselves with the music industry and said we had to be much more nimble and accepting of change. The TV industry has done just that.
THR: How does the industry combat DVRs and ad-skipping?
Tellem: With VOD and embracing the whole concept of giving consumers their content where and when they want it. And there have been studies — and I do this also — where I watch the commercials because I forget I’m watching a recorded show. Ratings aren’t reflecting what’s really happening. It’s interesting, though, that when you download something, you end up watching the commercials, because you’ve made the decision to watch it free with ads instead of paying for it without ads. Because of that proposition and the intimate relationship people have with their computers and tablets and such, people are accepting commercials and watching them more.
THR: What was your favorite CBS show with which you were involved?
Tellem: Oh my God. You know, it’s like, as Leslie would always say, “They’re all our children.” But obviously, the things that made a huge difference in turning around that network were shows like CSIand Survivor and, my gosh, Everybody Loves Raymond.
THR: What do you like to watch now on TV?
Tellem: I’m quite enthralled with Game of Thrones. I’ve been watching Newsroom a lot on HBO. I love Homeland, of course, because everyone does,  and Modern Family. I hate to admit it, but I agreed with most of the Emmy Awards this year. I love television. I spent the last 25 years in it, you know?
THR: Now that you’re at Microsoft, is there pressure to become a gamer?
Tellem: I love FIFA and I play Madden and golf games, and I think it’s due to the influence of my kids. I was aware of Halo, Call of Duty and the shooter games, but I didn’t play Halo until four days ago. It’s really amazing, but shooter games aren’t my cup of tea.
THR: Do you have a political problem with them?
Tellem: It’s funny. Like in television, we’re all fine with violence but not sex. The shooter games are much like procedural series, which I’ve never embraced. I don’t like blood.

And that’s not all as Microsoft Names Longtime Technology Entrepreneur Blake Krikorian Corporate Vice President in Its Interactive Entertainment Business [Microsoft press release, Jan 10, 2013]

Proven innovator and leader in media and technology brings strong entertainment background to Xbox team.

Microsoft Corp. today announced the appointment of Blake Krikorian as corporate vice president for its Interactive Entertainment Business (IEB). Krikorian will report to Marc Whitten, chief product officer for IEB. This announcement follows the acquisition of Krikorian’s company, id8 Group R2 Studios (R2 Studios).
“We are thrilled to have Blake join the Xbox team,” Whitten said. “He’s a proven innovator and well-respected leader in both the media and technology industries, having created simple, elegant products that have transformed the way people engage with and consume content. We look forward to his contribution to our team as Xbox continues to evolve and transform the games and entertainment landscape.”
“I am excited to join Microsoft and be a part of the Xbox team. As a 10-year Xbox LIVE subscriber, I have seen firsthand how Xbox has delighted us by reinventing how consumers experience games and entertainment,” Krikorian said. “I look forward to helping the team define the future of entertainment and contribute to the next decade of continued innovation.”
Krikorian most recently founded R2 Studios. Before that he served as the co-founder, chairman and CEO of Sling Media Inc., inventors of the Emmy® award-winning Slingbox®, which is now owned by EchoStar Corp. Krikorian served on the board of Amazon.com Inc. and also co-founded the Philips Mobile Computing Group where he co-led the team that created the award-winning Velo 1 handheld PC running Windows CE. He has received numerous lifetime achievement awards including the Lifetime Technology Leadership Award from Broadcasting & Cable, as well as the TechFellow Award for Disruptive Innovation from TechCrunch, Founders Fund and NEA.

Microsoft has acquired id8 Group R2 Studios [Neowin.net, Jan 10, 2013]

… Microsoft apparently was the winner in the race to acquire R2 Studios with Google and Apple both reportedly also interested in buying the company. R2 Studios’ only product was a $99 Android app, R2 Control For Creston, which allows users to remotely control devices such as security systems, lighting and more on an Android smartphone or tablet.

This move could be a signal that Microsoft’s next version of the Xbox console will have some kind of expanded remote control features. The company has already launched Xbox SmartGlass apps for Windows 8, iOS and Android device owners for use as a “second screen” experience for some Xbox 360 games and media.

R2 Android App Controls Crestron Systems [CrestronElectronics YouTube channel, Sept 23, 2010]

Blake Krikorian of id8 Group shows off his new Android app, R2. Designed to work with the existing Crestron Mobile framework on the backend, R2 integrates and programs just like an iPod touch, iPhone or iPad. This new Android app can be seen at Crestron’s booth running on the new Samsung GALAXY tab so stop by if you’re at CEDIA!

Slingbox® Inventor And Crestron Collaborate To Bring Android™ OS Support To The Crestron Platform [Crestron press release, May 17, 2011]

R2 Control App For Android™ is Now Available

Slingbox® inventor, Blake Krikorian and Crestron today announced the release of the R2™ Control™ for Crestron, a software app that turns virtually any Android™ smartphone or tablet into a fully-functional Crestron touch panel for residential and commercial applications. Utilizing the R2 app and Crestron processors, customers can now control AV, lighting, thermostats, security systems, and thousands of other products via their Android device from anywhere in the world.
imageR2 was initially unveiled at the Crestron booth at CEDIA Expo last September. Since then, R2 conducted a seven month private beta test program consisting of hundreds of residential, commercial and government Crestron-authorized integrators from around the world. The input from this beta team helped R2 achieve a sophisticated solution compatible with a multitude of Android devices.
R2 was developed by id8 Group Productions, a product development and technology lab. Co-founder and inventor of Emmy award-winning Slingbox, Blake Krikorian founded id8 Group Holdings (parent company of id8 Group Productions) in 1999. R2 is the first product developed by id8 Group since Slingbox expanded in 2004 to form Sling Media®, Inc. Sling Media was subsequently acquired by Echostar Corporation in 2007.
“We are thrilled to have the opportunity to collaborate with an innovator like Blake and officially support Android,” says Fred Bargetzi, Crestron VP of Technology. “The R2 control app for Android is the latest development in our ongoing open-standards platform which also includes integration with iOS, MAC OSX and Windows.”
Krikorian initially conceived of R2 for his own use. “In addition to being able to control aspects of my home via Crestron remote controls and iOS devices, I really wanted to be able to use my new Android-based phone,” says Krikorian. “I desired a software platform that allowed me to further optimize the home control experience for general purpose smartphones and tablets, beyond the industry’s current state of the art. R2 and Android provides the flexibility to do just that.”

R2 Key Features

  • Communicates with Crestron 2-Series and 3-Series™ control systems via WiFi and cellular network
  • Controls multiple systems/homes from one Android device
  • Uses the same Crestron development tools to create projects for R2. R2 touch panel projects are created using the existing and familiar development tools such as SIMPL Windows, VTPro-e®, D3 Pro® and System Builder.
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  • Optimized performance for Android: takes advantage of Android’s multitasking and flexibility to deliver an experience optimized for home and building control
  • Support for multiple and custom resolutions: in addition to R2’s built-in UI display scalar, an upcoming VTPro-e add-on (coming soon) enables developers to optionally create pixel-perfect projects for any screen size.
If you have any questions, please contact: r2control@crestron.com.
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For 40 years Crestron has been the world’s leading manufacturer of advanced control and automation systems, innovating technology and reinventing the way people live and work. Providing integrated solutions to control audio, video, lighting, computer, IP and environmental systems, Crestron streamlines technology, improving the quality of life for people in corporate conference rooms, hotels, classrooms, auditoriums, and in their homes.

Analysis: Michael Dell acquiring the rest 84% stake in Dell for $2.15B in cash, before becoming the next IBM, and even getting the cash back after the transaction

OR Michael Dell’s new cash skimming strategy by privatization and targeting the high-growth and fast SME/SMB (small to medium-sized) businesses with solutions worldwide which will help the adoption of Dell solutions by larger enterprises later on as well. OR how to exploit Dell’s competitive advantage of having NO legacy (“old things”/”old”) business in the enterprise market versus the established enterprise solution players like IBM, HP, Oracle et al. OR the story of leaving its traditional PC business behind, and how the explosion of consumer IT devices and consumerization of IT is playing well with this specific kind of small to large enterprises focus by Dell. OR Michael’s way of showing a fig to all stock market actors (the diversity of “analysts” included) inspired by his thinking ‘You are utterly stupid, and will remain so’. OR the huge bonus for creating the tremendous value in the last 6 years he’d lead the company again, as described in the details sections of this post, as well as earlier in the Pre-Commerce and the Consumerization of IT [Sept 10, 2011] and Thin/Zero Client and Virtual Desktop Futures [May 30, 2012] posts on this same blog. OR, in the very worst case, getting a normal evaluation (sooner or later) of his 16% of shares.

ANYWAY Michael will become hyper-rich. As a minimum think of attaining a $36B value instead of his current $3.8B for his 16% share of Dell when the company indeed becomes the next IBM. This is absolutely possible, and for no more time than another 6 years he will continue to lead Dell. See more about all that in the first section of this post titled:

Michael Dell: We are not a PC company anymore

Update: Highlights From Dell Tech Camp 2013 [DellVlog YouTube channel, Feb 12, 2013] will provide the latest and only 3 minutes long glimpse into the current state of such a “non-PC company anymore”

The event, now in its fourth year featured: * Dell’s latest technologies and solutions that address customer issues and challenges around Cloud Computing, Data Insights, Mobility and Converged Infrastructure * Speakers from Dell including Marius Haas, President of Enterprise Solutions; Aongus Hegarty, President, Dell EMEA; and Tony Parkinson, Vice President, EMEA Enterprise Solutions alongside a number of Dell solutions experts, customers and partners * Hands-on, deep-dive sessions around Dell’s latest Cloud, Storage, Mobility and Convergence solutions * Customer and partner insight on the latest enterprise technology challenges and trends * Two live-streamed Think Tank events at the event which bring together some of the industry’s principal thought leaders to discuss Converged Infrastructure and enterprise solutions for SMBs

Here is a slide copy which is speaking for itself in showing the difference:
image

Then read the second section of this post titled:

The Indian case as a proofpoint of readiness

Before those detailed background sections I should elaborate somewhat more about the founder’s cash skimming approach. Michael Dell’s classical business recipe was to collect the bills ahead of paying his suppliers. What was possible in the 90’s is not anymore. Nevertheless: Dell Push-Pull Supply Chain Strategy [Ian Johnson YouTube channel, June 11, 2012]

http://www.driveyoursuccess.com this video explains how to run Dell’s Push-Pull supply chain strategy.

Now he decided to apply the original idea to the current state of Dell’s business. This was the sole reason of his one a half year effort taking Dell private with which he succeeded 3 days ago. The official press release, certainly, has no mention of that at all, just the usual bullshit:

Dell Enters Into Agreement to Be Acquired By Michael Dell and Silver Lake [press release, Feb 5, 2012]

Mr. Dell said: “I believe this transaction will open an exciting new chapter for Dell, our customers and team members. We can deliver immediate value to stockholders, while we continue the execution of our long-term strategy and focus on delivering best-in-class solutions to our customers as a private enterprise. Dell has made solid progress executing this strategy over the past four years, but we recognize that it will still take more time, investment and patience, and I believe our efforts will be better supported by partnering with Silver Lake in our shared vision. I am committed to this journey and I have put a substantial amount of my own capital at risk together with Silver Lake, a world-class investor with an outstanding reputation. We are committed to delivering an unmatched customer experience and excited to pursue the path ahead.”

An opinion a little bit closer to the real aim:
Dell Computers In Buyout Bid By Firm’s Founder [spworldnews YouTube channel, Feb 5, 2012]

With an attached background article: Dell Heads For Radical Restructure

Dell Computers was built from scratch in a college dorm room, and now its founder launches a $24.4bn bid to make the firm private. Once-dominant US computer company Dell has unveiled a £15.5bn plan to take the firm private in a buyout by founder Michael Dell. The firm said it had signed “a definitive merger agreement” that gives shareholders $13.65 (£8.70) per share in cash – a premium of 25% over Dell’s January 11 closing share price.
“I believe this transaction will open an exciting new chapter for Dell, our customers and team members,” Mr Dell said.
The deal was unveiled with investment firm Silver Lake, and backed by a $2bn (£1.27bn) loan from Microsoft. Dell shares dropped 2.6% to $13.27 on the Nasdaq after the plan was announced. The move, which would de-list the company from stock markets, could ease some of the pressure on Dell, which is cash-rich but has been seeing profits slump.
Michael Dell Michael Dell founded the firm in his college dorm room. The Texas-based computer maker, which Mr Dell started in his college dormitory room, once topped a market capitalisation of $100bn (£63bn) as the world’s biggest PC producer.
The plan is subject to several conditions, including a vote of unaffiliated stockholders. It calls for a “go shop” period to allow shareholders to determine if there is a better offer.
“We can deliver immediate value to stockholders, while we continue the execution of our long-term strategy and focus on delivering best-in-class solutions to our customers as a private enterprise,” Mr Dell said of the plan.
Dell was a pioneer of phone-ordered, custom built PCs in Britain during the 1990s.
The company worked from facilities in the Irish Republic, Britons were able to specify their hard and software requirements before machines were delivered to their home.

But a realistic assesment I’ve found only in that source:
Here’s The Secret Private-Equity Plan For Dell by Henry Blodget [Daily Ticker on Yahoo! Finance, Feb 6, 2013] CLICK TO THE LINK AS THERE IS A VERY GOOD VIDEO RECORD OF DISCUSSION BETWEEN DAILY TICKER’S HOSTS AARON TASK AND HENRY BLODGET

Earlier, I wrote about what Dell was likely to do now that it is taking itself private.

I suggested that Michael Dell and his private-equity backers would coin money, in part by paying themselves a huge one-time dividend with the cash sitting on Dell’s balance sheet.

I also bemoaned the fact that Michael Dell had to take his company private to coin this money instead of executing his plan as a public company and sharing the loot with his current shareholders.

More broadly, I complained that too few public-company management teams (like Dell’s) have the balls to tell short-term public-market investors to take a hike and implement long-term strategic plans.

And that is indeed a bummer.

But it’s also the reality.

Most public-company management teams are so cowed by Wall Street’s short-term demands that they sacrifice the vision and cojones that enabled them to build big public companies in the first place. And then they just manage their companies from quarter to quarter while avoiding the tough, ballsy decisions that separate great companies from good ones.
Anyway, Dell has decided to go private.
So the questions are:
  • Why is Dell going private?
  • What is Dell going to do as a private company?
Earlier, I speculated about what a generic private-equity firm might do with Dell after taking it private.
I have since spoken with sources familiar with the specific Dell situation. So I have some better information.
Here’s what the sources told me:

  • Dell is going private because the company is in the middle of a 5-year transformation from “PC manufacturer” to “single-source provider of corporate cloud and security solutions” (sort of a mini-HP or mini-IBM model) and the market is giving it no credit for that transformation. The company feels it has been making good progress on its transformation, but management is worried about meeting quarterly targets and other milestones that are slowing the transformation down. And the stock just keeps dropping. So Michael Dell and Silver Lake felt there was an opportunity to be bolder and more aggressive with Dell as a private company.


  • Silver Lake and Michael Dell are borrowing about $17 billion of the $24 billion Dell purchase price ($15 billion from banks and $2 billion from Microsoft), which means they are temporarily putting up about $7 billion of equity capital. Dell has $15 billion of cash sitting in the bank. So it seems highly likely–we’ll know in 45 days, when the SEC filing appears–that Silver Lake and Dell will pay themselves a big dividend to cover their cash investment. After that point, they’ll be playing with house money. (Correct–it doesn’t suck to be in the private-equity business!).

  • The secret plan for Dell is NOT to fire thousands of people and chop the company up and sell off the parts. Sure, some folks might get fired and some divisions might get sold. But the plan is to invest in the company’s product suite, R&D, pricing*, and marketing capabilities, thus accelerating Dell’s transformation into a solutions provider. This investment will temporarily reduce the company’s free cash flow and profits, which public-market investors might (stupidly) have freaked out about. This was one of the reasons Michael Dell wanted to take the company private.

  • Dell’s plan is to focus on selling its solutions to mid-market companies (~500 employees [more precisely to companies with 215-2,000 employees, see the details in the first “Michael Dell: We are not a PC company anymore” section of my analysis]), not the gigantic Fortune 500 companies that are already well-served by IBM, HP, and other huge “solutions” providers. By providing comprehensive solutions for cloud and security to companies that are not currently well-served, Dell also hopes to increase demand for PCs at these companies–PCs that Dell will obviously provide.
The private-equity firm backing Dell, Silver Lake, has a long history of investing in troubled tech companies, and it has posted excellent returns over the years. Silver Lake’s target investment time horizon is about 5 years, which is about 100-times longer than the time horizon of the typical public-market investor. So Silver Lake is willing to depress Dell’s earnings and cash flow for a couple of the years while investing heavily to transform the company–thus, hopefully, creating a more valuable Dell over the long term.
That said, Dell’s competitor HP is not so optimistic and had these crushing statements about Dell’s turnaround:
That said, Dell’s competitor HP is not so optimistic and had these crushing statements about Dell’s turnaround:
“Dell has a very tough road ahead. The company faces an extended period of uncertainty and transition that will not be good for its customers. And with a significant debt load, Dell’s ability to invest in new products and services will be extremely limited. Leveraged buyouts tend to leave existing customers and innovation at the curb. We believe Dell’s customers will now be eager to explore alternatives, and HP plans to take full advantage of that opportunity.”
Public market investors and wimpy management teams take note: Your obsession with quarterly performance creates the opportunity for firms like Silver Lake to come along and buy your companies on the cheap, thus coining money for their private-market investors. In short, your quarterly earnings obsession is ruining companies and destroying value. So grow a pair, tell Wall Street to be patient, and focus on creating value for the long term!
* What I mean by “investing in pricing” is cutting prices on hardware and, thus, reducing profit per unit. This will hurt profit margins but make the company’s solutions more attractive to customers. And given that the focus is now on “solutions,” they’ll be looking to sell the hardware at closer to cost and then make money on add-on software and services.

In addition I will draw your attention to the following facts in the first “Michael Dell: We are not a PC company anymore” section of my analysis:

  • John Swainson President of Dell Software Group was senior advisor to Silver Lake before he came to Dell a year ago to form this most essential unit for Dell’s long-term business strategy. His earlier role was to advise on value creation activities for Silver Lake’s portfolio companies. Prior to that he was CEO of the big software company Computer Associates (now CA Technologies) for five years, and before that worked for IBM Corp for more than 26 years, including seven years as general manager of the Application Integration Middleware Division, a business he founded in 1997. During that period, he and his team developed the WebSphere family of middleware products and the Eclipse open source tools project. He also led the IBM worldwide software sales organization.
  • Marius Haas hired in August to lead the Enterprise Solutions Group (ESG) came from Kohlberg Kravis Roberts & Co. L.P. (KKR). KKR was the leader of the leveraged buyout boom of the 1980s. Its biggest LBO deal is still the biggest one in the histroy of mankind, and well documented in both a book and a film Barbarians at the Gate: The Fall of RJR Nabisco. Prior to KKR Haas was senior vice president and worldwide general manager of the Hewlett-Packard (HP) Networking Division, and also served as senior vice president of Strategy and Corporate Development. Before that he worked in senior operations roles at Compaq and Intel Corporation.
  • Jai Menon became CTO of Dell’s Enterprise Solutions Group in last August but before that he was CTO and VP, Technical Strategy for IBM’s Systems and Technology Group (STG). … Jai joined IBM Research in 1982. He has made many contributions to the storage industry and to IBM in the areas of disk emulation, storage controllers, disk caching, storage networking, storage virtualization, file systems and RAID. He is one of the early RAID pioneers that helped create a technology that is now a $20B industry.

With such high level of private equity, leveraged buyout and both business and technical strategy expertise in the Executive Leadership Team, as well as top enterprise technology leadership behind that, Michael Dell is best positioned to reap both immediate and ongoing financial benefits of unprecedented scale from taking Dell private. Some more information from the business media to support my statement:

Inside Michael Dell’s World [The Wall Street Journal, Feb 5, 2013]

… The buyout would give Mr. Dell the largest stake in the company, ensuring that the 47-year-old is the one who gets to oversee any changes. … As part of the deal to go private, Mr. Dell would contribute his nearly 16% stake valued at about $3.7 billion, plus $700 million from an investment firm he controls, the people said. Microsoft would invest about $2 billion in the form of a subordinated debenture, a less-risky investment than common stock. … Microsoft isn’t expected to get board seats or governance rights in a closely held Dell, one of the people said. Instead, the companies would tighten their relationship regarding use of Microsoft’s Windows software, the person said.

Microsoft Loan Said to Help Dell While Avoiding Favorites [Bloomberg, Feb 5, 2013]

Microsoft Corp. (MSFT) is using a $2 billion loan to help finance Dell Inc. (DELL)’s $24.4 billion buyout to bolster one of the largest makers of computers using Windows software and fend off competition from Google Inc. and Apple Inc.

Steve Ballmer, Microsoft’s chief executive officer, discussed the loan with Dell founder and CEO Michael Dell, according to two people familiar with the negotiations. Microsoft opted for a loan rather than an equity investment to avoid rankling other personal-computer makers that use Windows, said one of the people, who asked not to be named because the matter isn’t public. …

… Microsoft’s investment helps to support “the long term success of the entire PC ecosystem,” the company said in a statement. Peter Wootton, a spokesman for Microsoft, declined to comment beyond the statement.

Microsoft won’t be involved in day-to-day operations, Dell Chief Financial Officer Brian Gladden said in an interview. …

Michael Dell coughs up $750 million cash to buy out Dell [Reuters, Feb 6, 2013]

Michael Dell and his investment firm are ponying up $750 million in cash toward the $24.4 billion purchase of Dell Inc to help bankroll the largest private equity-backed buyout since the financial crisis.

The Dell founder and CEO this week struck a deal to take private the company he created out of a college dorm room in 1984, partnering with private equity house Silver Lake and Microsoft Corp.

Michael Dell will contribute $500 million of his own cash, and MSDC Management – an affiliate of his investment vehicle, MSD Capital – will contribute another $250 million, according to a company filing on Wednesday.

Dell Inc also said it is targeting the repatriation of $7.4 billion of cash now parked abroad to help finance the deal. That may dismay some shareholders, as a hefty tax is usually levied on cash brought back from overseas.

The deal, which ends Dell’s rocky 24-year run on the Nasdaq just as the once-dominant PC maker struggles to revive growth, is contingent on approval by a majority of shareholders — excluding Michael Dell himself.

Several shareholders, including prominent investor Frederick “Shad” Rowe of Greenbrier Partners, have spoken out against the deal, protesting a lack of specifics as well as a potential conflict of interest with Michael Dell being the company’s single largest shareholder with a roughly 16 percent stake.

“Some shareholders are glad. But there are others who feel it’s a raw deal,” said Shaw Wu, an analyst with Sterne Agee, who has spoken with several Dell shareholders since the announcement but declined to provide further details.

The company has not given many specifics on what it would do differently as a private entity, angering some shareholders who said they needed more information to determine whether the $13.65-a-share deal price – a 25 percent premium to Dell’s stock price before buyout talks leaked in January – was adequate.

On Wednesday, an individual shareholder filed the first lawsuit, in Delaware, attempting to stop the buyout. The lawsuit – which is seeking class-action status – maintains that the $13.65 per share offered sharply underestimated the company’s long-term prospects.

By engaging in the going private transaction nowin the midst of the company’s transition from a PC vendor to full service software and enterprise solution providerthe board is allowing defendants M. Dell and Silver Lake to obtain Dell on the cheap,” read the lawsuit filed by Catherine Christner.

Dell, the world’s No. 3 personal computer maker, broke down details of the equity and debt financing secured for the buyout in Wednesday’s filing.

Silver Lake is putting up $1.4 billion, while banks including Bank of America, Barclays, Credit Suisse and RBC will provide roughly $16 billion in term loans and other forms of financing.

Wednesday’s filing also disclosed that under certain circumstances if the merger cannot be completed, Michael Dell and Silver Lake could have to pay a termination fee of up to $750 million to the company.

What Should Dell Shareholders Do? [Seeking Alpha, Feb 6, 2013]

… let’s have a look at some balance sheet items. If the company was highly leveraged, things would be different and this price could make some kind of sense given the risk. But, if we look at the numbers, at the end of last quarter Dell had $11.2 billion in cash and equivalents, a long term debt of $5 billion and a total equity of $10.1 billion. In other words, a very healthy balance sheet.

Putting things together, it’s very hard to recommend accepting the current offer. Unless you have another investment where you can put your money to work at a higher rate of return than you would by sticking with Dell (and with the safety of its balance sheet) I cannot recommend selling the shares at this price.

Of course, Michael Dell and Silver Lake know the company is worth much more, and that’s why they are offering to take the company private.

Unplugged: Why is Michael Dell buying back his company? [USA TODAY, Feb 5, 2013]

… Because the 47-year-old CEO is already a billionaire, who has had scrapes with the Securities and Exchange Commission, critics contend that he has become adept at financial engineering and is simply sticking it to current shareholders to enrich himself yet even more. (The chairman and the company settled fraud allegations with the SEC in October 2010.)

No doubt, Michael Dell is a capitalist. But I doubt his sole motivation is pure greed and a perverse joy in sticking it to shareholders, which include employees.

Yet having met and interviewed Michael Dell on a number of occasions over the past decade, I think he is far more complex than a money-grubbing tech titan without heart or soul. In fact, I think he really cares about his legacy, the company and Austin. …

MEANWHILE BELOW YOU CAN FIND A FEW “NO-CASH-SKIMMING” VIEWS OF THE PROPOSED DEAL:

Channel: Happy, Worried [CRN, Feb 5, 2013]

Solution providers see two sides to Dell’s privatization move.

The first side is the opportunity for Dell to go through the painful transformation into an enterprise solution developer. Paul Clifford (pictured), president of Davenport Group, a St. Paul-based solution provider, said Dell should be able to accelerate its enterprise transformation without the eyes of Wall Street on them. “Dell is bringing us great products and support,” Clifford said. “If they go private, I think we’ll see more good stuff.”

The second side is how Microsoft’s new relationship with Dell will impact the rest of the industry. Michael Goldstein, CEO of LAN Infotech, a Fort Lauderdale, Fla.-based solution provider, said such a close relationship between the two is a little scary. “Dell is Microsoft’s biggest reseller partner,” Goldstein said. “They’re hugely important. Seeing the two of them combined makes me a little nervous because we’re a smaller solution provider, and we don’t want to get lost in the mix if [the deal] does happen.”

What Will We Learn From Dell Tomorrow? [Bloomberg YouTube channel, Feb 5, 2013]

Feb. 4 (Bloomberg) — Today’s “BWest Byte” is 1, for how many more days until we find out what’s happening at Dell. Cory Johnson reports on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg)

Dell Gets Hit Hard by Sluggish Worldwide PC Market [Bloomberg YouTube channel, Nov 16, 2012]

Nov. 15 (Bloomberg) — Nicole Lapin reports on trouble at Dell. She speaks on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg)

Dell and HP down for the count? [CNNMoney YouTube channel, Aug 22, 2012]

Slow to find success in the realm of mobile, HP and Dell are caught in a downward slide with no apparent end in sight.


Michael Dell:

We are not a PC company anymore

Michael Dell addresses Dell’s future [published on FortuneMagazineVideo YouTube channel, Jan 16, 2013; recorded on July 17, 2012]

Michael Dell, Chairman and CEO, Dell, was interviewed by Fortune’s Andy Serwer at Brainstorm Tech in Aspen. They talked about the PC market, the enterprise, China, and Apple. He also announced a new $60M venture fund and said sales have slowed in China.

Full transcript: Michael Dell addresses Dell’s future [Fortune, July 17, 2012]
See also: Pre-Commerce and the Consumerization of IT [this same ‘Experiencing the Cloud’ blog, Sept 10, 2011]

A sure sign of that “not a PC company anymore” statement came recently with
Financial Reporting Change – Product and Service-based P&L by Robert L Williams [DellShares blog, Jan 10, 2013]

In 2009, we charted our course to become a leading provider of end-to-end solutions. We’ve been executing our strategy with discipline and consistency ever since, investing for growth in the data center, software and services.  Our Enterprise Solutions and Services business revenue was about $14 billion in FY08 and by Q3 FY13 we saw an annual run rate approaching $20 billion.  We now have critical mass in these businesses, and we need a financial reporting structure that supports their growth and success.  Today in an 8-K filing Dell announced in the first quarter of fiscal 2014, which begins on February 2, 2013, it will replace its current global customer segment reporting structure with the following product and services groups:
•  End User Computing (EUC), led by Jeff Clarke, vice chairman of operations and president Dell EUC, will include a wide variety of mobility, desktop, desktop virtualization, third-party software, and client-related services and peripheral products.
•  Enterprise Solutions Group (ESG), led by Marius Haas, president Dell ESG, will include servers, networking, storage, and related peripherals products.
•  Dell Services, led by Suresh Vaswani, president Dell Services, will include a broad range of IT and business services, including support and deployment services, infrastructure, cloud, and security services, and applications and business process services.
•  Dell Software Group, led by John Swainson, president Dell Software will include systems management, security and business intelligence software offerings.
Steve Felice, chief commercial officer, will continue to lead Dell’s global sales and marketing organizations.

That was already well manifested at Dell World [2012] Influencer Panel Highlights – December 11, 2012 [DellVlog YouTube channel, Dec 11, 2012]

Highlights from the Dell World Influencer Panel and Q&A with Michael Dell and Dell’s Executive Leadership Team held December 11, 2012 live from Austin, TX. Join the conversation on Twitter via #DellWorld.

The Dell wants to be more than your box provider post from The Register summarizes the above [Dec 12, 2012] as:

Solutions in hand – but supply your own drinks

… Dell is dead serious about being a “solution provider” … – and it has to be, because as we all know the margins are in software and services.

That’s why Steve Felice, Dell co-president and chief commercial officer, bragged that Dell had spent over $10bn in the past five years to acquire Perot Systems, Quest Software, Wyse Technologies, Scalent, Boomi, AppAssure, SonicWall, KACE, SecurityWorks, and a slew of others to build out its portfolio of services and software.

The executive roundtable was a way to introduce some of the new faces of Dell to customers and partners, with just about everybody but Dell, the man, and [Steve]Felice [Dell co-president and chief commercial officer], who joined Dell in 1999 from third-party tech support firm DecisionOne, and Jeff Clarke, vice chairman and co-president in charge of global operations and end user computing, being the old Dell hands.
Marius Haas, president of the cross-group Enterprise Solutions (gulp!) group, just came aboard this year after a short stint at private equity firm KKR and a long career at rival HP. John Swainson, who runs Dell’s Software Group, is a long-time IBMer who turned CA Technologies around. After the surprise resignation last week of long-time EDS executive Steve Schuckenbrock, who has been at Dell since 2007 and who has run its Services and then its Large Enterprise groups, Suresh Vaswani is the new president of the Services group and was formerly in charge of Dell’s Indian services group; before that, he was the co-CEO at Indian services giant Wipro. The consensus on the street seems to be that Schuckenbrock wants to be a CEO, and it ain’t gonna happen at Dell. (There could be some openings up at HP.)
The opening of Dell World was also a way to toss out some more statistics. Dell says that it has presence at 95 per cent of the Fortune 500, and that more than 10 million small and medium businesses rely on its solutions (gulp!) and services (okay, new rule, when Dell says services, you have to pay the person to your right $5.) Dell also has something on the order of 115,000 partners, with about 650 of them showing up at Dell World to get the inside track.
The execs were also put on the spot to answer questions, and Dell, the man, was asked about what he thought about the future of the PC business, something on the minds of both HP and Dell these days and not something that IBM is worried about much these days. (IBM is more worried about the future of systems and services, and it will have its own issues here, fear not.)
“We spend a lot of time talking about this and working and working on it together,” Dell said, referring to his collaboration with Clarke. “We’re quite optimistic about Windows 8. You’re going to hear over the next few days about a broad set of products. Think about a product like Latitude 10, which is a thin, light tablet that also docks to become a full workstation – totally secure, works with all of the other Windows things that a customer have, runs Microsoft Office, and has a USB port, and so on.
“That’s the kind of product that really excites out customers and helps address some of the challenges that exist. We think the touch experience is incredible. We have this stunning 27-inch, quad HD display with our XPS27 all-in-one. We think we are seeing a real revolution in the PC.”
Clarke was more adamant: “We still believe that the PC is still the preferred device to do work, to drive productivity, to create. I look at the long-term prospects of the PC business and I am very optimistic; 85 per cent of the world’s population has a PC penetration rate of less than 20 per cent. I look at the middle class as it grows over the next 20 years from 1.8 billion people to 4.9 billion people, and I see the opportunity there. I look at the number of small businesses that we sell to today, and the creation of small businesses continues at an unprecedented rate and serving that with PCs is still a huge opportunity for the company.”

One of the big events at Dell World on Wednesday, which Felice hinted at, would be a partnership with the Clinton Foundation, the organ of former president Bill Clinton, to help spur the growth of small businesses. (I doubt they talk about solutions much.)

The real issue, explained Dell, was moving from selling individual point products to standing up combinations of servers, storage, networking, PCs, software, and services to solve a particular problem. This is precisely what every major systems player is trying to do, and the big independent OS suppliers (Microsoft and Red Hat) as well, who treat x86 iron the same way they treat electricity: as a given and not worth much consideration or profits.

The company  issued the following press releases to clarify everything:
Dell Investment in Enterprise Solutions and Services Gives Customers Worldwide the Power to Do More [Dell press release, Dec 11, 2012], an important excerpt to add to the above

Strategy, Execution and Progress
Dell’s long-term strategy is grounded upon helping IT organizations more rapidly respond to business demands, improve efficiency and capitalize on new, standard-based technologies. Dell is successfully executing on its long-term strategy, including key acquisitions of Wyse, SonicWall and Quest Software in 2012, while growth in its Enterprise Solutions and Services businesses continues to outpace its competitors.

  • Dell’s server and networking business grew 11 percent in the 3rd quarter, representing the 12th consecutive quarter of growth.
  • Dell’s server business grew revenue 4 percent in the 3rd quarter, and was the only provider among the top three to achieve positive unit growth, while other providers lost share.
  • Dell’s storage business (Dell-branded storage) grew at twice the rate of a major competitor and continues to outpace other providers, many of which reported declining revenue.

Dell Enterprise Solutions and Services now represent one-third of the company’s revenue and half of its gross margin. These businesses, which were about $14 billion in FY08 are on an annual run-rate approaching $20 billion through the 3rd fiscal quarter, are up 4 percent from the previous year. Dell is making solid progress in executing its strategy and continues to add to capabilities valued by customers.

Dell Backs Growing Businesses With Scalable Technology Solutions, Resources and Capital to Fuel Job Creation, Economic Growth Worldwide [Dell press release, Dec 11, 2012], an important excerpt to add to the above

Dell today announced a renewed commitment to accelerate growth of small and midsize companies with scalable technology solutions, resources for entrepreneurs, and a new partnership with Clinton Global Initiative designed for next generation business founders.

Fast-growing entrepreneurial companies are an important catalyst for global economic recovery and job creation,” said Michael Dell, Chairman and CEO of Dell. “At Dell, we’re delivering agile, efficient and powerful solutions to help entrepreneurs succeed today, scale quickly and have their ventures grow as big as their dreams and ambitions.”

Dell started to communicate heavily this change about one and a half year ago as evidenced by My Take on Dell’s Solutions Strategy post by Lionel Menchaca, Chief Blogger [Direct2Dell blog, June 13, 2011]. More communication since then were given in the following posts:
My Thoughts on Dell’s Analyst Meeting by Lionel Menchaca, Chief Blogger [Direct2Dell blog, July 5, 2011]
I see a mixed data center environment in your future by Praveen Asthana [Direct2Dell blog, Dec 15, 2011]
Enterprise Solutions and Services Strength Highlight Dell’s FY2012 Results by Lionel Menchaca, Chief Blogger [Direct2Dell blog, Feb 21, 2012]
Business Intelligence for the Mid-Market by Vickie Farrell [Direct2Dell blog, Feb 27, 2012]
New Dell Appliance Makes Data Warehouses Simple and Affordable by Vickie Farrell[Direct2Dell blog, July 11, 2012]
How Dell Helped Grow Financial Grow by Scott Schram [Direct2Dell blog, May 21, 2012]

In my prior role with Dell I was part of the SMB business transformation team charged with integrating M&A acquisition solutions including KACE, Boomi, Compellent, SecureWorks and Force10 Networks into the core business. So when I moved into my new role with our Commercial Verticals organization focused on the Financial Services industry, I was anxious to observe firsthand how this newly acquired Dell IP was meeting customer needs. It didn’t take long.

Dell announces the completion of its acquisition of Make Technologies by Suresh Vaswani, Chairman–Dell India [Direct2Dell blog, May 24, 2012]
The NHS Information Strategy and Information-Driven Healthcare by Andrew Jackson [Direct2Dell blog, May 29, 2012]
Dell AppAssure takes you beyond backup by Zorian Rotenberg [Direct2Dell blog, June 12, 2012]

It’s been a little over four months since Dell acquired AppAssure, and we’ve settled right into the Dell family. Today at the Dell Storage Forum in Boston, Darren Thomas announced the first new Dell AppAssure release – Dell AppAssure 5 – designed to allow customers to achieve higher levels of scale, speed and efficiency for backups of big data sets.

Mid-size organizations can gain first-mover advantages with desktop virtualization by Brent Doncaster [Direct2Dell blog, June 13, 2012]

Watch how DVS Simplified offers a simple, easy-to-deploy and operate VDI appliance that delivers traditional desktop virtualization benefits in an all-in-one package. Learn more at:http://lt.dell.com/lt/lt.aspx?CID=823…

Start virtualizing desktops with DVS Simplified DaaS – a cloud-based solution for desktop virtualization by Janet Diaz Solutions Communications Manager, Desktop Virtualization Solutions – End User Computing at Dell [Inside Enterprise IT blog from Dell, June 22, 2012]

DVS Simplified DaaS delivers full-featured virtual desktops delivered from Dell’s state-of-the-art data centers and powered by Desktone’s industry-leading, secure, multi-tenant DaaS platform. DVS Simplified DaaS is ideal for organizations that want a cloud-based virtual desktop infrastructure (VDI) solution, simple onboarding and management (deployment takes only a few days and can include a proof of concept), a low set-up cost with monthly subscription-based pricing, and the flexibility to scale from a few seats to thousands of seats.
DVS Simplified DaaS provides organizations of all sizes – SMBs, large enterprises and public sector entities – the ability to quickly deploy a VDI solution to address a variety of business imperatives. Picture workers in industries such as healthcare, insurance, construction, etc. using different devices to connect to their desktops while in the field. Or picture a company needing to quickly provision hundreds of desktops for an incoming class of interns (and also needing to redeploy these desktops at the end of the internship program). Or think of an organization that has a few employees on a different continent but does not want to invest in data centers and IT resources there. DVS Simplified DaaS can be the right solution in each of these cases.

Knock Down the Barriers to Desktop Virtualization by Ann Newman, a technology writer, blogger and editor for Digital Online Marketing at Dell with specialties in BYOD, desktop virtualization, Windows 8 and other high-technology topics. Follow Ann on Twitter at @DellWebWoman [DellWorld 2012 blog, Oct 12, 2012]

In today’s business environments, where BYOD (bring your own device) is becoming a fact of life, desktop virtualization is becoming a must-have. Don’t let the old barriers hold you back.

Winning the data center by Paul Shaffer [Direct2Dell blog, June 18, 2012]
Dell’s Enterprise Solutions Strategy Will Drive Company’s Long-Term Growth [Dell press release, July 13, 2012]

“Through strategic acquisitions and organic growth, we are creating innovative solutions that provide more value and competitive edge for our customers,” Michael Dell, chairman and CEO, told stockholders. …
Mr. Dell and Brian Gladden, Dell CFO, outlined the steps taken by the company to establish Dell as a full-service solutions company, and how the company’s business has shifted, with enterprise solutions and services accounting for 50 percent of its gross margin in the first quarter of fiscal year 2013. Among those actions was the formation earlier this year of a Software Group to add to Dell’s enterprise solutions capability, accelerate strategic growth and further differentiate the company from competitors with standards-based, scalable and flexible Dell-owned intellectual property.
Dell is building its software portfolio in part through strategic acquisitions. The company recently announced a definitive agreement for Dell to acquire Quest Software, an award-winning IT management software provider offering a broad selection of IT solutions. The Quest acquisition is expected to be completed in Dell’s fiscal third quarter. Dell has made eight acquisitions in the last 12 months and 16 in the past two years.

Dell Software Leadership Team Event #DellSoftware by Sarah Richardson Luden [Direct2Dell blog, July 19, 2012]

Dell’s software organization leverages the strength of existing Dell software assets, as well as those obtained through organic and acquisitive growth, to better provide our customers with competitively differentiated hardware, software and services solutions. Dell recently announced its intent to acquire Quest, an IT management software provider, which extends Dell’s existing capabilities in security and systems and data management.
Dell Software will initially focus on these four core areas:

Dell CloudExpo Keynote Presentation from Kevin Hanes, Executive Director of Dell Services by Stephen Spector [#DellSolves blog, June 14, 2012] about Dell’s solution oriented approach to cloud computing to meet the challenge for any organization how to evolve, to adopt new architectures and processes that increase business agility, scalability and governance/compliance and decrease risk.
Dell Cloud Client Computing launches public beta of Project Stratus by Allison Darin [Direct2Dell blog, Aug 27, 2012]

Project Stratus is a comprehensive cloud-based management console that is geared at helping enterprises thrive in a world of “Consumerized IT” where corporate and consumer technologies intermingle. It empowers employees with the highest productivity and the best user experience, while giving IT organizations the required control to allow them to welcome employee owned devices into the enterprise. Through its unified, cloud-based console, IT administrators will be able to to securely manage user devices as well as deliver applications and services to their users across a variety of scenarios; in office, mobile and remote, corporate owned and managed, user owned and self-service.
“As the BYOD trend expands the private or public cloud access paradigm beyond PCs to include mobile devices of all types, and organizations start to adopt other consumer technologies like apps, we see IT needing the ability to rapidly adapt and embrace new end user service delivery models,” says Hector Angulo, Product Manager for Project Stratus at Dell. “Project Stratus was designed to provide this agility in a simple, secure and cost-effective package – if IT needs to manage end user devices, they can; if all they care about is managing how corporate data and apps are delivered regardless of device, it supports that too.”

Data Center Evolution by Scott Herold [Direct2Dell blog, Sept 6, 2012]
Powering the Possible in Smart Grid by David Lear, Executive Director—Sustainability [Direct2Dell blog, Oct 3, 2012]
Building a Practical Foundation for Big Data Transformation by John Igoe [Direct2Dell blog, Oct 3, 2012]
My New Role as CTO of Dell’s Enterprise Solutions Group by Jai Menon, the former CTO of IBM Systems and Technology Group [Direct2Dell blog, Oct 10, 2012]
Executing BYOD programs by Rafael Colorado Marketing Director, Desktop Virtualization Solutions [Inside Enterprise IT blog from Dell, Oct 10, 2012]

Let’s start with a common use case of an enterprise customer enabling remote and internal employees to access company resources through various devices and provide more than simple e-mail; they need access to a variety of corporate applications.
The first variable to consider, Device Management, ensures that governance and policies are applied to all end points. Dell KACE offers a practical device management solution deployed as an appliance or SaaS offering. Additionally, Dell can provide BYOD consulting for organizations that need a more customized solution.
The second variable, Secure Data, is mission critical because it safeguards the integrity of corporate information. Dell’s SonicWALL ensures secure access to intranet resources with secure SSL/VPN technology to manage encryption across all corporately-managed mobile devices. For a higher level of enhanced security Dell SecureWorks can be added to account for threat management.
The third variable, Develop and Modernize Applications, helps organizations optimize applications for deployment into BYOD environments. Dell offers AppDev services that provide image optimization and application rationalization services. With PocketCloud, Dell also offers a comprehensive application delivery solution to remotely connect to your desktop with your iOS or Android device. Here’s a quick video on PocketCloud:
The expanded Wyse PocketCloud family fuses streaming apps and data with search, file management and sharing across personal devices delivering content management from the cloud.
Finally, Infrastructure Optimization is the variable over which my team, Dell Wyse, has the most influence. Infrastructure Optimization is about providing the backend infrastructure to host and manage your desktops and applications by centralizing data and applications in the cloud or the data center. Dell Desktop Virtualization Solutions (DVS) provides the datacenter infrastructure, including preconfigured networking equipment, storage, and Dell 12G servers to accelerate the adoption of VDI and application virtualization. DVS also offers virtual desktops in Simplified or Enterprise “as-a-service” configurations where virtual desktops are hosted and managed in the Dell Cloud. Finally, DVS offers an assortment of services to help you asses, plan, and roll-out desktop virtualization deployments.

Dell’s Desktop Virtualization Strategy from Citrix Synergy 2012 [DellTechCenter YouTube channel, June 6, 2012]: [1:10] We are the only company that can offer an appliance, a VDI appliance [(DVS) Simplified appliance]. Nobody else has that. [1:19]

Rafael Colorado from Dell talks about Dell’s Desktop Virtualization Strategy from Citrix Synergy 2012 in San Francisco.

Feeling the Energy at Synergy by Janet Diaz Solutions Communications Manager, Desktop Virtualization Solutions – End User Computing at Dell [Inside Enterprise IT blog from Dell, May 10, 2012]

After viewing a live demo of our Dell Desktop Virtualization Solutions (DVS) Simplified appliance featuring Citrix VDI in a Box software coupled with a Wyse zero client in action, or testing out our DVS Simplified Desktop as a Service (DaaS), or seeing how our Dell Virtual Labs solution is purpose- built to solve the specific IT problems in the education field; our customers came away impressed that Dell’s transformation into a solutions-focused company is gaining major traction.
As part of the DVS Simplified demo, we are also excited to be showcasing Dell’s partnerships with both Citrix and Wyse, which gives our customers a truly end to end VDI solution that is easy to buy, easy to deploy, easy to manage and easy to scale.  Dell worked closely with Citrix to develop DVS Simplified, incorporating Citrix’s VDI-in-a-Box, to deliver VDI as an applianceBy adding Wyse to the partnership, Dell can now deliver a wide array of plug-and-play, automatically managed thin clients to further extend that simplicity to the end points.  We are very excited to be demonstrating this end to end solution in our booth for all Synergy attendees to see first-hand.

What the new release of [Citrix] VDI-in-a-Box 5.2 means to you by Rafael Colorado Marketing Director, Desktop Virtualization Solutions [Inside Enterprise IT blog from Dell, Oct 18, 2012]
– see also: Accelerating desktop virtualization gains [Dell Power Solutions, 2012 Issue 2, May 16, 2012] discussing the issues which lead to the creation of Dell desktop virtualization portfolio of end-to-end solutions—available in Simplified and Enterprise segments—in order to effectively address the diversity of organizations
– see also: Thin/Zero Client and Virtual Desktop Futures [this same ‘Experiencing the Cloud’ blog, May 30, 2012]
BYOD: A Love Story by Ann Newman, a technology writer, blogger and editor for Digital Online Marketing at Dell with specialties in BYOD, desktop virtualization, Windows 8 and other high-technology topics. Follow Ann on Twitter at @DellWebWoman  [DellWorld 2012 blog, Oct 26, 2012]

At Dell, over 15,000 employees use their iOS®-, Android™- and Windows®-based devices at work, worldwide. The company is thriving because the BYOD strategy is built on a solid foundation of mobile device management, application modernization and end-to-end security and networking IT.

Dell Cloud Client Computing Solutions Support Citrix HDX 3D by Dan O’Farrell Director of Product Marketing, Dell Wyse [Direct2Dell blog, Oct 17, 2012]

Dell Wyse Cloud Client Manager Eases Consumerization of IT and BYOD Challenges by Rami Karam Product Marketing Manager, Dell Cloud Client Computing [Direct2Dell blog, Nov 7, 2012]
Release of Dell Quickstart Data Warehouse 2000 Hits Sweet Spot for Mid Market by Matt Wolken [Direct2Dell blog, Oct 17, 2012]
Unveiling Dell’s next generation converged infrastructure solutions — Active System 800 by Ganesh Padmanabhan [Direct2Dell blog, Oct 18, 2012]
Converged Infrastructure without the Compromise: Introducing Dell Active Infrastructure and Dell Active System by Dario Zamarian [Direct2Dell blog, Oct 18, 2012]
Dell developed and acquired IP converge in Active System by Ben Tao [Direct2Dell blog, Oct 22, 2012]
Taking a more “Active” approach to delivering applications and IT services by Marc Stitt [Direct2Dell blog, Oct 25, 2012]
One Million Reasons to Celebrate – DCS [Dell Data Center Solutions] Ships its One Millionth Server by Tracy Davis, VP/ GM—Dell DCS Team [Direct2Dell blog, Oct 30, 2012]
Dell and SAP Hana, or how organizations can harness the power of in memory databases and analytics with joint solutions from Dell and SAP, by Kay Somers  discussing with Mike Lampa, Global Practice Lead for Dell Services Business Intelligence practice and Jeffrey Word, Vice President of Product Strategy at SAP on Direct2Dell blog:

Part 1, Oct 30: about in memory databases, SAP HANA and how it can dramatically alter organization responsiveness and performance … the capabilities and performance of the SAP HANA platform.

Part 2, Nov 5: the various ways to add SAP HANA to your database and analytics environment

Part 3, Nov 11: building the business case for an SAP HANA installation or migration

Dell Speeds Path to SAP HANA with New Service Offerings in Europe by Andreas Stein [Direct2Dell blog, Nov 12, 2012]
The Year of the Virtual Desktop- really! by Eric Selken [Direct2Dell blog, Oct 31, 2012]
Dell Services Introduces New Microsoft Dynamics Solution for Manufacturers by M J Gauthier [Direct2Dell blog, Nov 6, 2012]

Our manufacturing customers will benefit from the best practices Dell learned from implementing Microsoft Dynamics AX in its own manufacturing supply chain in 2010. Dell’s own implementation generated a 75% reduction in factory IT footprint, 50% reduction in server downtime and a 40% decrease in the IT cost of goods.

What you may not know about Dell SonicWALL by John van Son [Direct2Dell blog, Nov 13, 2012]
Dell Acquires Gale Technologies, a Leading Provider of Infrastructure Automation Solutions to help accelerate the momentum of Dell’s converged infrastructure family, Active Infrastructure [Dell press release, Nov 16, 2012]
Enterprise Business Momentum and Major Milestones by Jai Menon CTO of Dell’s Enterprise Solutions Group [Inside Enterprise IT blog from Dell, Dec 3, 2012]
Project RIPTide: Business Analytics meets innovation at Dell by Shree Dandekar Director BI Strategy [Direct2Dell blog, Dec 21, 2012]

Real-time analytics solution for midsized customers is enabled by Dell Boomi and real-time business intelligence capabilities

Imagine a midsized company collecting data in real time from different sources. Of course they’ll want to convert this data into meaningful insights to improve their business, also in real time. There’s a catch though, they don’t have the IT resources or, necessarily, the expertise to extract those meaningful insights, much less in real time or in plain English.
Sounds like the right kind of challenge to tackle for Dell’s incubation program.
With RIPTide, we designed a solution that can assemble relevant data sets (structured and unstructured) on-the-fly, using real-time data integration enabled by Dell Boomi and real-time business intelligence capabilities for reports, dashboards, analytics, and services for easy deployment.
And it gets even better. This solution simply scales – it can be delivered on a laptop, a server, or an enterprise class platform depending on the customer’s size and needs. A customer also has the option to start off with the Dell Quickstart Data Warehouse and then build the solution on top of it. As part of this project, we’re also exploring to offer this capability as a service for customers to use within their private cloud environment, using Dell managed services.
We wanted to help customers simplify interpretation of their data – ask a question, get an answer. What is my sales pipeline in real-time? What is my account status with a given customer? What are they saying about me in social media? What does my retail stock look like? Is my fall collection trending on Pinterest?
We put our project to task, just in time for the two major shopping days of the year – Black Friday and Cyber Monday – with Team Express, a San Antonio-based sporting goods retailer with a small IT staff responsible for maintaining their legacy SQL-based transaction system as well as reporting on daily business activities. Team Express, just like other midsized companies, is challenged with assembling data from various sources, including Salesforce.com and their legacy transaction system, to glean actionable business insights, quickly and easily.

With the RIPTide solution running on a PowerEdge R720xd 12th generation server, Team Express is now able to capture key business metrics along with new insights, including:

  • Top-performing products by region, customer, and revenue
  • Close-rate per salesperson
  • Sales team productivity
  • Opportunity and lead conversion rates
Here’s what Brian Garcia, CIO of Team Express … has to say about his experience with this project, “This solution will transform the way almost all of our departments think about how our business is behaving. Now we can see more, we can do more and we will get more with less effort.”

Dell Retail Announces Industry-Leading Solution to Help Retailers Move to the Cloud by Mike Adams [Direct2Dell blog, Jan 14, 2013]
2012 – The Channel Perspective by James Wright EMEA Channel Marketing Director at Dell Europe [Direct2Dell blog, Dec 21, 2012]

It’s almost five years since we started selling through the channel in Europe with Dell PartnerDirect, and it’s safe to say that, while the previous four years were headline years, 2012 has also been outstanding for both Dell and our partners; I want to talk about some of the great highlights that have come out of the Dell PartnerDirect program this year.  Three things really stick out for me – more partners (and more partners growing their Dell business), our continued move from pure PC sales to a far more comprehensive solutions offering for partners and customers, and a steady stream of acquisitions helping to build out our end-to-end solutions portfolio.

  • More than half of Dell’s European sales now go through indirect channels . We’ve now got over 900 Certified Partners in Western Europe. Many are seeing their Dell businesses growing by 30 per cent or more. Now, growth is nothing without volume, but this shows that you can use Dell to survive and thrive in your business despite the current economic climate.
  • We’re building far more complex, integrated solutions. Both server and networking businesses within Dell grew by 14 per cent in Q2. A third of Dell’s revenue, and over half of our profit comes from data centre solutions. In fact, we’re the only major computer vendor to increase server sales in the third quarter, according to both Gartner and IDC. We’re also seeing revenue growth year-on-year in this market. Let’s not forget about the other areas, too. Storage is a big deal for us – and the latest European event proved that it’s a big deal for the channel, too.
  • Thirdly (and this is linked to the point above), we’re acquiring organizations that give us – and our partners – significantly more scope, breadth and reach. Here’s a quick run-down for 2012. While it’s worth understanding what each business does, that is less important than understanding the bigger picture – what we are building in conjunction with partners:
    • Quest – scalable systems management, security, data protection and workplace management.
    • AppAssure – streamlined datacentre operations with backup and recovery software
    • Wyse – client cloud computing. See our earlier blog on what this means for partners here.
    • SonicWALL – network security and data protection – and one of the most recognised firewall and unified threat management brands in the business.
What of next year? If anything, it’s likely to be just as eventful for the industry as this and previous years. From my perspective, I’m looking forward to carrying on the great work we began five years ago with our partners; we’ve come an awful long way, but there are also plenty of great places we can go to. One thing I do know: it’s never going to be dull. Here’s to a fantastic, profitable 2013!

Interview Marius Haas, Dell, about its enterprise strategy [Marco van der Hoeven YouTube channel, Feb 6, 2013]

Witold Kepinski, editor in chief of Dutch IT Channel, speaks with Marius Haas, president, Enterprise Solutions, at Dell Technology Camp 2013, Amsterdam.

Marius A. Haas [Dell Executive Leadership Team]

Marius Haas serves as president, Enterprise Solutions, for Dell. In this role, he is responsible for worldwide engineering, design, development and marketing of Dell enterprise products, including servers, networking and storage systems.
Marius came to Dell in 2012 from Kohlberg Kravis Roberts & Co. L.P. (KKR) [the leader of the leveraged buyout boom of the 1980s with its biggest LBO deal, still the biggest one in the histroy of mankind, well documented in both a book and a film Barbarians at the Gate: The Fall of RJR Nabisco] where he was responsible for identifying and pursuing new investments, particularly in the technology sector, while also supporting existing portfolio companies with operational expertise. Prior to KKR, Marius was senior vice president and worldwide general manager of the Hewlett-Packard (HP) Networking Division, and also served as senior vice president of Strategy and Corporate Development. During his tenure at HP, Marius led initiatives to improve efficiency and drive growth, including the execution and integration of all acquisitions, and he also managed the company’s strategic planning process, new business incubation and strategic alliances.
Earlier in his career, Marius held a wide range of senior operations roles at Compaq and Intel Corporation. He also served as a member of the McKinsey & Company CSO Council, the Ernst & Young Corporate Development Leadership Network and as a board member of the Association of Strategic Alliance Professionals.
Marius has a bachelor’s degree from Georgetown University and a master’s degree in International Management from the American Graduate School of Integration Management (Thunderbird) in Glendale, Arizona.

Dell sets out enterprise solutions strategy [Tech Central, Feb 4, 2013]

New software group integrates acquisitions to offer end-to-end solutions

Dell has set out its strategy to offer end to end enterprise solutions.
At the Technology Camp 2013 in Amsterdam, Tom Kendra, vice president and general manager of the newly formed Dell Software Group, said the company was “steadily executing the strategy of becoming a full service solution provider to enterprise”.
Software is the next step in Dell’s evolution, said Kendra in a presentation. Leveraging its core strengths, Dell will provide solutions in the client, services and enterprise spaces, with an emphasis on adding value, differentiation and a focus on growth.
“Software’s intersection with our core strengths, combined with disruptive market trends, allow us to create relevant solutions for today’s, and tomorrow’s, challenges,” said Kendra.
Under the headings of data centre and cloud management, information management and mobile workforce, Dell will provide software solutions in Windows Server management, performance monitoring, virtualisation management, data protection and management, application and data integration, business analytics and intelligence, bring you own device (BYOD) and endpoint management.
The newly formed software group brings together elements from Dell’s recent acquisitions, Kace, SecureWorks, SonicWall, Quest, Gale and Wyse.
A “tough, rapidly changing market fosters transformation,” said Aongus Hegarty, president, Dell EMEA. “All these capabilities from the acquisitions are coming together to form integrated strategies.”
Hegarty said that Dell is now established as a key player in enterprise technology, as it boasts more than $1.5 billion (€1.1 billion) in software revenue, a 6,000 member software team, of which some 1,600 are engineers, with a 2 million user community from 100,000 customers.
Kendra cited an EMA Radar report that classed Boomi as a value leader for cloud integration, an NSS Labs highest overall protection award for SonicWall and 9 software Magic Quadrant appearances from Gartner.
“Customers asking for end to end solutions, right from SME to mid-market and enterprise,” said Hegarty.
Dell has clearly stated a position of open standards for its solutions. Stephen Davies, Services Solutions Group EMEA, Dell, said that its cloud offerings would be based on OpenStack. With the aim of protecting customers from vendor lock-in, the approach allows for elements of any solution to come from other vendors or providers, without any loss of capability or performance. Where a customer may have a significant investment in one area, Dell’s approach would be to have its solutions work wherever possible with existing implementations.
Dell launched two new offerings as part of integrated enterprise strategy, Active System Manager 7.0 and new workload solutions optimised for the SAP HANA platform.
Active System Manger 7.0 is based on Gale Technologies applications and extends the management capabilities of Active System beyond the physical infrastructure to the virtualised infrastructure and workloads. It will be embedded into an Active System 800 and its associated reference architecture.
Dell has said that it has certified the first of its server, storage and networking technologies in its pre-integrated systems to run SAP HANA. The systems are high-availability configurations that scale from 1 terabyte to more than 4 terabytes and are based on the same architecture found in its single-server appliances.
For full products details see page the February issue of ComputerScope, available 8 February.

What Dell Is Doing Today [VideoLifeWorld YouTube channel, Feb 6, 2013]

Dell Tech Camp 2013 – Tom Kendra VP & GM SW Group at Dell – Key Themes For What Dell Is Doing Today. Dell’s latest technologies and solutions that address customer issues and challenges around Cloud Computing, Data Insights, Mobility and Converged Infrastructure . Video By Dell’s Official Flickr Page http://www.flickr.com/photos/dellphotos/8450786­781/ creativecommons.org/licenses/by/2.0/deed­.en

Dell Acquisition Strategy [DellVlog YouTube channel, Oct 25, 2012]

Dave Johnson VP of Strategy demonstrates how Dell’s recent acquisitions all fit together

Conversation with John Swainson, President of Dell’s Software Group [DellVlog YouTube channel, Oct 2, 2012]

On Friday September 28, 2012, Dell announced that we completed the acquisition of Quest Software, an award-winning IT management software provider offering a broad selection of solutions that solve the most common and most challenging IT problems. John Swainson, President of Dell’s Software Group joined us on DellShares to discuss the importance of Quest to Dell’s Software strategy. We invite you to listen to John as he provides perspective on the following: • Quest fit within Dell’s Software strategy • Synergies between Quest portfolio and existing Dell solutions • Platform nature of Quest acquisition and what that means Thanks and we look forward to your thoughts and feedback.

Dell Completes Acquisition of Quest Software by Tom Kendra [Direct2Dell blog, Sept 28, 2012]

If you haven’t already heard, I am excited to announce that Dell has completed the acquisition of Quest. This is an important acquisition for Dell Software because Quest helps extend our capabilities in systems management, security and business intelligence software, and it also strengthens our ability to bring industry-leading, differentiated, and easy to manage solutions to our customers around the globe.
With Quest, Dell will be able to deliver a broad selection of software solutions that will help simplify and solve our customers’ everyday problems and tackle their most challenging IT needs. Quest also brings with it critical mass and key talent. Quest currently has more than 100,000 customers worldwide, 5,000 partners worldwide, 1,500 sales and marketing resources, and 1,300 software engineers. As a relatively young and growing organization, these resources are invaluable to the Dell Software Group.
The acquisition of Quest is a critical step forward for Dell Software because, with Quest, Dell is better able to provide end-to-end solutions that help our customers simplify their operations, maximize workforce productivity, and deliver results faster. Quest supports heterogeneous and next-generation virtualized and cloud environments which is complementary to Dell’s design approach to develop solutions that scale with our customers’ needs. But most importantly, Quest’s software solutions and key technologies are strongly aligned with Dell’s software strategy to expand, enhance and simplify our capabilities and enterprise solutions in four focus areas: Systems Management, Security, Business Intelligence and Applications.
Quest will be joining other Dell Software assets Dell KACE, Dell SonicWALL, Boomi, Dell Cloud Business Applications and AppAssure as part of the Dell Software Group. Dell Software helps customers of every size take advantage of new technologies and address organizational challenges to grow their businesses and remain competitive. For more than a decade, Dell has been making strategic software acquisitions and partnering in the industry to support and enable the hardware and services solutions that we provide to our customers.  Our Software Group, now including Quest, will continue to extend Dell’s capabilities in software IP and total solutions offerings, and draw on the strength of Dell’s distribution capabilities and reputation to help clients in every industry achieve better business outcomes.
Please join me in welcoming Quest to Dell Software, and I look forward to the many opportunities we will have to demonstrate that Quest and Dell are truly “Better Together.”
For more information about Quest software, go to: www.dell.com/quest

Software strategy and innovation related excerpts from Cover story: Piloting innovation [Dell Power Solutions Magazine 2012 Issue 4, Dec 7, 2012] the executive Q&A by John Swainson

make the cloud more accessible
My vision for the cloud is an intelligent technology that organizations can literally just plug into without the need for excessive configuration, security measures, and other manual interventions. All of these things need to be automated and policy-based, but making this vision a reality will take a lot of invention, systems work, and integration. But, that’s the direction we need to take if cloud computing is to achieve its full potential.
Cloud environments today, in general, are far too siloed, complex, and inefficient to really deliver on their full potentialBut as we move forward in time, the cloud can become so much easier to use and so much more automated than it is today. We want to give customers the best of both worlds—on-premises access to resources when they want it and access to the public cloud when they need it—seamlessly.
security solutions
Right now, our particular focus is on securing the pieces in the middle of the security equation. How can we secure data center access through a firewall? That’s Dell SonicWALL™ software. How can we secure access to applications and databases? That’s where the Quest™ identity and access management solutions come in. How can we measure and monitor all of these parts to build confidence that security has not been breached? Dell SecureWorks provides security monitoring and risk remediation services. And finally, how can we enforce security policies on the endpoints of the data environment? Dell AppAssure™ and Dell KACE™ software address that area. Dell Software is all about making sure that the right people get access to the right data, and that the wrong people do not get access. Risk management and secure access to information are at the core of all of these solutions.
It’s a big, complicated world out there. A threat environment that once comprised casual hackers has evolved into a complex landscape of advanced persistent threats—including industrialized espionage, or cyber-espionage—in many places around the world. One important aspect of Dell’s comprehensive approach to security is the SonicWALL consulting service, which helps organizations safeguard their valuable data and protect the productivity of their workforce.
big data analytics
To help improve efficiency, the Dell Quickstart Data Warehouse Appliance provides a prepackaged solution that combines Dell PowerEdge™ 12th-generation servers, the Microsoft SQL Server® database, Dell Boomi™ cloud-based data integration software, and Dell-provided consulting and training services.
We also offer database tools that allow organizations to go back and forth between conventional data sources and open source solutions such as the Dell | Cloudera Apache Hadoop solution. Our Dell Toad™ family of products has been enhanced to support big data as well as conventional relational data management tasks. On the services side, we have created Hadoop offerings that enable organizations to gain access to the power of Hadoop without having to set it up themselves. They can deploy Hadoop in production environments quickly and transform large data sets into intelligent information. And our Dell Boomi solution makes it easy for organizations to integrate data from various sources within a single data warehouse for analysis.
And, we have only scratched the surface. We can do so many other things to make it easy for people without data science skill sets to collect and analyze data for enhanced decision making in business settings. This data analysis area is where we are going to see a lot of investment from Dell over the next couple of years.
bring-your-own-device (BYOD)
Looking ahead, the BYOD trend presents an enormous opportunity for Dell to offer additional products that manage personal and mobile devices. It also provides the software and services that help organizations simplify IT and derive added value from their systems. The cloud, mobile devices, converged infrastructure, social media—all of these trends have very positive implications for our customers if they have the tools to manage them securely. And that’s obviously where we at Dell Software come in.

More information:

Dell Targeting $5 Billion in Software Sales, Swainson Says [Bloomberg, July 20, 2012]

Dell plans to build or acquire software in areas including computer security, PC and server management, data analysis and business applications for midmarket customers, he said. … It may also compete with SAP AG (SAP) and Oracle Corp. (ORCL) in some segments of the business-applications market, said Swainson. … “Companies like IBM, HP and Dell have to provide a computing platform with the server and the software as a service,” he said. “That’s what all these acquisitions and vertical integration are about.”

Dell Outlines Big Software Ambitions [InformationWeek, July 20, 2012]

Its target buyer is the often overlooked small to medium-sized company with 215-2,000 employees, said Swainson. These companies have small IT staffs with large responsibilities. “The sweet spot for Dell is the mid-market…We want to produce a set of solutions designed for that market,” Swainson declared. … Dell will also get into business applications but it has no intention of going head to head with Oracle or SAP, two of the largest application suppliers. Both tend to address customers above the mid-market and both are key Dell business partners, he noted. … Dell faces a formidable task in training its large direct salesforce and many channel partners to add software products to the long list of Dell hardware they are already trying to sell, said Swainson. IBM spent 20 years converting itself from primarily a hardware company into a server company that also sold services and software. … To get to $5 billion, “it won’t take us 20 years, but it will take us longer than a year and half,” he noted.

Dell Power Solutions Magazine 2012 Issue 4, Dec 7, 2012

Special section: Dell Software

    • Unfolding strategic new dimensions [Jan 27, 2013] excerpts giving a brief overview of the article describing the current software portfolio:

      – The Quest™ Identity and Access Management family adds to the solid set of Dell SonicWALL™ and Dell SecureWorks assets.
      – Dell AppAssure. From data centers to the cloud, Dell AppAssure™ software is a backup solution well suited for virtual, physical, and cloud environments.
      – Dell Boomi. Organizations can deploy Dell Boomi AtomSphere™ software to connect any combination of cloud, software-as-a-service (SaaS), or applications on-premises without requiring appliances, additional software, or coding.
      – Dell Clerity Solutions provides application modernization, legacy system rehosting, and capabilities that enable Dell Services to help organizations reduce the cost of transitioning business-critical applications and data from legacy computing systems to innovative architectures—including cloud computing.
      – Dell KACE. Servers, desktops, and laptops can be managed cost-effectively with Dell KACE™ systems management appliances, which provide time-savings benefits for systems management professionals and their organizations. The Dell KACE appliance-based architecture provides easy-to-use, comprehensive, and end-to-end systems management.
      – Dell Make Technologies. Application reengineering is a key capability in the growing field of application modernization and an important area of investment for Dell Services. Dell Make Technologies offers application modernization software and services that help reduce the cost, risk, and time required to reengineer applications.
      – Dell SecureWorks provides automated malware detection and analysis with real-time protection, 24/7 monitoring and response by security experts as needed, and security consulting and intelligence to identify gaps or respond to incidents.
      – Dell SonicWALL dynamic network security and data protection enable Dell to provide comprehensive Dell next-generation firewall and unified threat management solutions as well as secure remote access, e-mail security, backup and recovery, and management and reporting. Its Global Management System (GMS) enables network administrators to centrally manage and provision thousands of security appliances across a widely distributed network.
      – Dell Wyse desktop and mobile thin clients provide low-energy, highly secure, cost-effective access to data. Dell Wyse PocketCloud™ software—a remote desktop client—provides enterprise-grade access to cloud services along with desktop and enterprise applications, and it helps extend the benefits and security of virtual desktop infrastructure (VDI) environments to mobile phones and tablets. In addition, organizational and end user–owned devices can be managed from profiles that are set up using a single, cloud-based console in Dell Wyse Cloud Client Manager.
      – Dell OpenManage Essentials. Centralized monitoring of Dell servers, networking, storage, and client systems is available in Dell OpenManage™ Essentials (OME) version 1.1 software—a complimentary download from the Dell Support site. This one-to many hardware management console helps reduce the complexity of common management tasks.
    • Defending against advanced persistent threats
    • Gaining holistic insight into enterprise networks
    • Boosting virtual desktop performance with compact cloud clients
    • Business analytics: Gaining a competitive edge from the data deluge
    • Migrating to Windows 8 for heightened productivity
    • Accelerating the benefits of Windows Server 2012

BYOD Reality Check: Focusing on users keeps companies ahead of the game by Tom Kendra Vice President and General Manager, Dell Software Group [Direct2Dell blog, Jan 28, 2013]

If you are involved in the Systems Management business or follow it, you can’t help thinking about the incredible rate of change going on! Advances in Virtualization, Converged Infrastructures, Cloud Computing and an explosion in end-user devices are driving the need for a new generation of management and operations solutions. At Dell, we intend to lead in defining and delivering on that next generation of solutions.

It is impossible to discuss all of these trends and what they mean in a single article. Over the next couple of months, we will provide points of view on each. Today, let’s start with the trend that many of us actually participate in—bringing our own laptops, phones and smart devices into our work environments.  This is commonly referred to as Bring Your Own Device, or BYOD. Many companies are actively working on their BYOD strategies and we recently conducted a study to get some insight on their approaches.
The results of our recent global BYOD survey confirm what we have long suspected: organizations that build their BYOD strategies around the users realize a higher sustainable business benefit than those that focus their strategies solely on devices, or are slow to adopt BYOD at all. Survey responses indicate that three-quarters of organizations deploying a mature, user-centric approach to BYOD have seen improvements in employee productivity, customer response times and work processes, giving them a secure competitive advantage over those that don’t.
We weren’t surprised by this. We know that early on, our customers’ first reaction to employee requests to use their own devices for work produced a scramble to figure out how to manage all those devices. Security was, and still is, of paramount importance. Over time, though, as their BYOD strategies matured, some IT organizations began to realize that by focusing on the users, they could respond quicker to the changing demands of the organization. They didn’t have to address those changes on every smartphone, tablet, laptop and any other device their employees bring to work, and, by focusing their BYOD strategy on managing user identities, they could resolve their concerns about security and other issues like access rights and data leakage, and still give employees everything they need to do their jobs.
Our survey polled almost 1,500 IT decision-makers across the United States, United Kingdom, France, Germany, Spain, Italy, Australia, Singapore, India and the Beijing region. The results showed that more than 70 percent of those companies have realized benefits to their corporate bottom lines. Even more significantly, 59 percent say that without BYOD, they would be at a competitive disadvantage. Two-thirds of the companies surveyed said the only way BYOD can deliver significant benefits is if each user’s specific rights and needs are understood. Among respondents that both encourage BYOD and deploy a mature, user-centric strategy, this number jumped to three-quarters. They also reported that BYOD provides their employees the benefits of more flexible working hours, and increases morale and provides better opportunities for teamwork and collaboration. Overall, survey respondents with a user-centric BYOD strategy reported significant, positive improvements in data management and security, in addition to increased employee productivity and customer satisfaction.
The survey results have confirmed for us ─ without a doubt ─ that organizations still trying to address BYOD by managing devices, or that have been slow to adopt BOYD at all, risk competitive disadvantage. The highest competitive edge, in terms of the increased business value gained from greater efficiency, productivity and customer satisfaction, goes to those embracing user-centric BYOD.
We invite you to explore the key findings of Dell’s survey in our whitepaper, and if you want to “see” how this data reinforces our perspective on the importance of a user-centric management strategy for BYOD, take a look at our new infographic (Note: click on the image below to see a larger version of it, or you can download a copy of the PDF here).

image

Dell Names John Swainson President of New Software Group [Dell press release, Feb 2, 2012]

  • Software Group created to enhance solutions capabilities
  • Expanded software focus will extend Dell ability to improve customers’ productivity
Dell today announced the appointment of John Swainson to serve as President, Software Group, effective March 5, 2012. Mr. Swainson will report to Michael Dell, chairman and CEO of Dell.

The Software Group will build on Dell’s software capabilities and provide greater innovation and organizational support to create a more competitive position in delivering end-to-end IT solutions to customers. The organization will add to Dell’s enterprise solutions capability, accelerate profitable growth and further differentiate the company from competitors by increasing its solutions portfolio with Dell-owned intellectual property.

“John is an outstanding leader with an unparalleled record of achievement,” said Mr. Dell. “He brings to Dell extensive experience in leading and growing software businesses, unique expertise in managing complex software organizations, and a passion for listening to and serving customers. I look forward to working with John as he expands our enterprise solutions and builds on our software capabilities.”
“This is an exciting time to join Dell,” said Mr. Swainson. “As a leading IT solutions provider, Dell brings key assets and advantages to the software sector, including a strong global brand, a diverse global customer base and customer loyalty that creates opportunities to expand relationships with software.”

The Software Group will bolster Dell’s ability to execute in several strategic areas critical to its customers. The combination of strong internal development capabilities in hardware, software and services gives Dell the ability to serve the largest possible group of customers within the $3 trillion technology industry.

“The addition of software, both within the Software Group and across all of Dell, will help catalyze our transformation,” Mr. Dell said. “As software will be a part of all of our products and services, the group’s success will be largely be measured by the success of Dell overall.”

Most recently, Mr. Swainson was senior advisor to Silver Lake, a global private equity firm. Prior to Silver Lake, he was CEO and director of CA, Inc. from early 2005 through 2009. Under his leadership at CA, the company significantly increased customer satisfaction, its operating margins, and revenue.

Prior to CA, John worked for IBM Corp for more than 26 years, holding various management positions in the U.S. and Canada, including seven years as general manager of the Application Integration Middleware Division, a business he founded in 1997. During that period, he and his team developed the WebSphere family of middleware products and the Eclipse open source tools project. He also led the IBM worldwide software sales organization, and held numerous senior leadership roles in engineering, marketing and sales management.
Mr. Swainson holds a bachelor’s degree in engineering from the University of British Columbia, Canada.

John Swainson [Forbes profile, Aug 10, 2010]

… Mr. Swainson is also a Senior Advisor to Silver Lake Partners, a global private equity firm, which he joined in June, 2010. Mr. Swainson advises Silver Lake’s portfolio companies on value creation activities. …


The Indian case as a proofpoint of readiness 

‘Software’s becoming key to our biz, and so is Bangalore’ [The Times of India, Jan 9, 2013]

Marius Haas President, enterprise solutions, Dell
As Dell works to transform itself into an enterprise solutions and services company, Marius Haas has a pivotal role. He heads the $63-billion company’s enterprise solutions business. He joined Dell last year from investment firm Kohlberg Kravis Roberts & Co. Prior to that, he was senior VP in Hewlett-Packard. Haas was recently in India, where Dell has a quarter of its 1.1 lakh employees, and spoke exclusively to TOI.
How important is the India enterprise market for Dell?
The top ten markets in the world represent 70% of the total spend in the enterprise space for the things that we do. Out of the top ten markets, three markets represent 60% of the incremental spend over the next three years. And those three are India, China, and the US. So the India market is very, very important to us. You can imagine that we are gonna be focused quite a bit on what we can do for this market.
What segments of industry do you see demand coming from?
In India I think 80% of the growth comes in customers that are 500 employees or less. So clearly we need a small business led market strategy, and for the solutions we create. You will see us with solutions that bring together server, storage, networking in a very scalable way, so that you buy what you need, at the scale that you need, at the price points that you need. They are pre-integrated, pre-configured, and designed to run specific workloads. For small businesses, it will save a lot bother in trying to put together systems from different components.
Several IT vendors today talk of pre-integrated stacks. Do you see customers opting for such stacks?
The estimate is that 30% of the enterprise purchases in 2016 will be with a systems view (pre-integrated, pre-configured stacks). There will be cannibalization of the traditional silo selling mode – of buying servers, storage, networking separately. All of a sudden a big part of how people are thinking is, I want to buy the cloud solution that enables me to run application X, Y and Z. So we recently announced our Active Systems infrastructure family that brings together server, storage, networking all in one chassis with one common management capability. It requires 75% fewer steps from the time you receive it to the time you are actually running workloads. We have optimized all components to work together for specific workloads in such a way that it generates 45% better performance per watt than what’s out there from the competition. Saves money for our customers.
Is your India R&D contributing to these systems?
Clearly if you are going to go towards a more systems view, there will be a lot more focus on software. Software provides the value add to servers, storage and networking coming together. Our Bangalore team has capabilities in servers and specifically around software. A big part of the management capabilities built into the system is done by a team here in India. The skill sets and capabilities in India are part of the core competency that we need today. Indeed, one of every four of our servers sold worldwide is sold with work done in Bangalore. And that’s what gives us the confidence to do more here.

SME Channels : Ajay Kaul, Head, GCC Dell India talking about the company’s growth strategy [smechannels YouTube channel, Feb 6, 2013]

Watch Ajay Kaul, Head, GCC Dell India talking about the company’s growth strategy … interview taken by Sanjay Mohapatra, Editor, SME Channels

+ [8:39] I believe Dell is moving to the services business …
+ [10:38] How would you help partners create their own brands?
+ [12:20] How fast are you in integrating all the products and go to market?
+ [13:58] How do you engage your finance arm to enable the partners?
+ [16:30] What is your strategy around cloud computing for the partners?
+ [17:36] What is your investment roadmap in terms of technology for this year?

Dell’s 7 strategies to stay top of mind for channel partners By Ajay Kaul [The DQ Week, Feb 5, 2013]

What are the strategies that the companies can adopt to ensure that they keep their channel partner programs alive and thriving?
Putting together an effective channel partnership program to take the company’s products and services can be just as challenging as rewarding. A good channel partner program does not end with identifying and enrolling like-minded and trustworthy resellers. It goes on to nurture and nourish these relationships through a host of incentives, training initiatives and many long-term measures.
Those who recognize the economies of scale that such programs bring are also aware of how vital it is to stay top of mind at all times. In order to leverage the considerable boost that these can bring to revenues and sales, companies need to ensure that their resellers acknowledge them as a priority over the competition. This is easier said than done. Channel partners sell what they know best and in today’s competitive landscape, where resellers have the choice of dozens of brands, it becomes imperative to stay top of mind at all times.
What strategies can companies adopt to ensure that they keep their channel partner programs alive and thriving? While most dealers and distributors will always be more attracted to methods that help them boost margins; they are also enthusiastic about measures that will help them address their challenges of training and retention of sales staff, competition, product and service expertise or growing consumer loyalty.

Here are seven strategies from Dell that can help ensure a win-win environment for both reseller and your company:

Invest in your channel partner’s success: Channel partners need to know that they are an important part of your company strategy and they need to feel the benefits of their association with you, through better margins, training and other initiatives that create success opportunities for them.
Focus on their profitability and they will focus on yours: The conditions you create for your partners needs to be win-win for both sides. Last year, Dell announced a new GCC (Global Commercial Channel) structure, which is a single point of contact for partners, with an aim to increase productivity and improve time cycles and enable more customized programs for partners support. The new structure protects partner profitability by bringing consistent pricing across different Dell commercial businesses and offers the partners growth opportunities with solution centric offerings and a broader end customer base.
Provide Product Support: The more your partners know of your products and services the easier they will find it to sell. Partners who have access to information and the means to understand your company offerings are more likely to push your products with their customers. Structured programs to boost product knowledge and bring to the forefront product and service USPs will equip partners with the right knowledge to sell your products.
Continuous education programs for channel partners: Channel partners need to be constantly reminded about your product or service. What better way than through education programs? Dell offers over 100,000 training sessions a year to all partners globally and Dell’s Engineers Club further invests in the development of individual engineers and partners by bringing together technical experts and pre-sales and post-sales engineers across the IT industry to network, exchange ideas, and share industry trends and best practices with the channel partners.
Listen to your partners: They can keep you in-tune with the pulse of the market. Structured listening programs will give partners a platform to voice recommendations and act as an additional source of market information.
Incentivise your partners: Create exciting incentives for sales, profits, rewards & recognition. Dell’s PartnerDirect program features a structure which rewards certification and training, including new rebates for premier partners, expanded deal registration terms, financial incentives, and marketing and technical assistance. Dell has 115,000 partners globally, in its highly successful PartnerDirect model. Dell has also doubled its channel sales force and has added more enterprise specialists enabling and supporting the partners to address customer needs and optimally provide solutions within limited IT budgets.
Make sure your program is high visibility and high impact: Don’t forget that your competition may be wooing your partners away from you. Your partner program needs to be more visible, more impactful and needs to give your partners what they need to sell for you.
A satisfied channel partner will push your brand with their customers, protect your margins and will also be more accommodating to your needs. Needless to say, a poor channel relations strategy will have just the opposite impact on your company margins and sales.

Dell GCC Engineers’ Club Now in India [SME Channels, Jan 11, 2013]

To build on existing GCC initiatives to strengthen and showcase its commitment to its partner community
Dell’s Global Commercial Channel (GCC) has launched the Dell Engineers Club in India, as part of their long-term commitment to channel partners in the country. The platform will enable technical experts across the IT industry to network, exchange ideas, and share industry trends and best practices.
This club will also help train channel partners and their engineers to be knowledgeable in Dell’s advanced server, storage, security, networking and cloud solutions, announced the company’s press release.
The company further announced that Dell’s long term aim is to qualify its partners to become not just the solutions provider but to be considered IT consultants for their end-customers. Dell believes in empowering their customers with the ‘Power to do more’, and therefore aims to create and offer real solutions with the intention of making technology smarter, more effective, and in service of its end-customers.
Ajay Kaul, Director & GM (Global Commercial Channel), Dell India, said, “Dell’s GCC business is very committed to the Indian market and the Engineers Club aims to strengthen the enterprise knowledge of our partner community, helping them become consultants for their end-customers.”
Dell offers over 100,000 training sessions a year to all partners globally and the Dell’s Engineers Club will further build on this initiative to invest in the development of individual engineers and partners.
Dell’s Global Commercial Channel (GCC) division retains around 1700 commercial relationships in India. The division takes care of programs and policies relevant to channels, which cover all types of business entities such as public companies and large-/medium-sized companies.

See also:
Dell Global Commercial Channel Launches Dell Engineers Club in India [Dell India press release on BusinessWire India, Jan 10, 2013]
After China, Dell introduces Engineers Club in India [The DQ Week, Jan 10, 2013] from which the following excerpt adds to the above important information:

Ajay Kaul, director and GM, global commercial channel, Dell India, informed, “This program has been extended by Dell to the Indian market to cater to the market potential in India and we feel it is important for us to bring the Indian channel partners at par with their global counterparts. As a start, the Dell’s Engineers Club is by invitation only. Partners with a certain level of certification already attained from us through the Partner Direct program will be sent an invitation to join this club. In that invitation, we will include details on where and how to sign up. Once their registration is approved, they will have access to all the programs and activities under this initiative. At the start of the program, we will be looking a limited number from the top 8 and will expand the program to more partners from the top 11 cities by the end of the month.”
With the recent acquisitions of companies like Quest Software, SonicWALL and Wyse, Dell has been able to add extensively to its solutions portfolio with leading management, security, virtualization and cloud capabilities. Hence, the focus on these enterprise solutions and services creates tremendous opportunity for its channel partners and therefore the necessity to ensure that partners receive the required training to help them understand the extended portfolio of solutions and services and provide customers with the right solutions and advice. The Dell Engineers Club is designed to provide maximum training about datacenter solutions so that the partners are better informed and can rise up to becoming IT consultants to the end-customers rather than just being a solutions provider.
“Our channel partners play a significant role in our business, 25 to 50 percent of our commercial business, depending on country to country. In some countries, it’s 100 percent and we see it growing further. India is a very important market as far as our partner community is concerned. We engage with our partners in this region at the highest level ensuring that the programs and policies designed are favorable to their benefits which leads to their overall growth,” said Kaul.

See also:
DELL Partners with HCL Infosystems for Distribution of Enterprise Products [HCL Infosystems Ltd. press release on BusinessWire India, Jan 10, 2013]

    • DELL enters into a strategic partnership with Digilife Distribution and Marketing Services (DDMS), distribution arm of HCL Infosystems
    • DELL takes the next leap in enhancing its commercial and enterprise solutions offering through this new distribution partnership and which is a further expansion of Dell’s PartnerDirect program which has developed a significant amount of the commercial channel partners in India
    • Partnership to target Mid-Market customers

Dell’s Global Commercial Channel (GCC) division retains around 19,000 commercial partners in the Asia Pacific region. The division takes care of programs and policies relevant to channels, which cover all types of business entities such as public companies and large-/medium-sized companies. In India, Dell currently engages with 1700 commercial channel partners, and this agreement will further strengthen the reach of its enterprise solutions to key markets.

The partnership will enable DDMS to supply the complete range of Dell Enterprise Products and Services. HCL‘s DDMS will help boost the growth of Dell, through the distribution providers in the market. HCL Infosystems widespread network of distributors will further ensure a robust funnel to Dell products and services.
In the past two years, Dell has made 15 strategic acquisitions to enhance its capabilities as an end to end solutions provider and has carefully aligned its channel program with the acquisitions it makes. To enhance Dell’s security capabilities, the company recently acquired SonicWALL, Inc. Having an immense focus on the distribution of its products and its channel partners, Dell has offered SonicWALL’s existing channel partners, an opportunity to join the company’s current PartnerDirect program, which will enable them to preserve the investments made with SonicWALL. Also, in order to offer best to the channel partner community the company will take the best of SonicWALL channel programs and model and combine it with Dell’s PartnerDirect program. This move has not only provided the best for the channel partners but also Dell has expanded its own channel team’s customer relationships by further enabling its existing partners to sell SonicWALL solutions.

Ajay Kaul to head Dell’s Global Commercial Channel biz in India [exchange4media News Service, Nov 8, 2012]

Dell India has announced that Ajay Kaul, Director & General Manager, will lead the Global Commercial Channel (GCC) business for Dell in India. Kaul’s focus as business leader will be to oversee the expansion of Dell’s partner community and its growth in the upcountry markets. As the GCC Business Head, Kaul will also focus on strengthening the company’s relations with its partner community.
During his seven-year tenure at Dell India, Kaul was Director – Sales for the Public, Education and Healthcare business from February 2009 to August 2012 in the South & West Region across Central / State Government, PSU, defense and covering all products of Dell for revenue, margin and market share growth. As the Regional Enterprise Manager from 2007 to 2009, he headed the pre-sales team and managed the servers and storage business in North and East region across large enterprises and government segment. Kaul had joined Dell in May 2005 and managed key global accounts to grow revenue and profitability covering all products.
Dell’s Global Commercial Channel (GCC) division was created in early 2011 with an aim to be a single contact point for its commercial channel partners, thereby leading to higher productivity and improved time cycles and enabling more customised programmes to support the partners in the market. The GCC team is responsible for designing and implementing profitable schemes and policies for Dell’s channel partners and collecting and using channel feedback to execute best structures for its channel partners.
Dell currently engages with 1,700 commercial channel partners in India, which cover all types of business entities such as public companies and large-/medium-sized companies.

Dell’s position on the Indian market two years ago, and the approach taken by the company to achieve that is well described in How Dell conquered India [CNNMoney, Feb 10, 2011] in the end of which the summary of the position is given as:

For Dell, India has emerged as a local and global service delivery hub. It is the only market outside the U.S. with all business functions—customer care, financial services, manufacturing, R&D, and analytical services—operational at the local level and giving global support. “We evaluated market trends and growth potential, enabling us to invest ahead of the curve in India, resulting in our phenomenal growth,” says Midha. It is a growth story that resonates around the world.

Dell India has made not only big progress relative to that position but in the enterprise business as well. See CIO CHOICE 2013 Awards Recognizes Dell for its Outstanding Performance in Server, Storage and Data Center [Dell India press release on BusinessWire India, Feb 4, 2013]

Dell’s commitment to addressing CIO needs with their best in class technology and customer commitment wins them accolades

Bangalore, Karnataka, India, Monday, February 04, 2013 (Business Wire India)
Dell India has been awarded the CIO CHOICE 2013 award for their solutions in Server, Storage – Hardware, Data Centre Consultant and Data Centre Transformation Services categories. The CIO Choice Awards is a B2B platform positioned to recognize and honour products, services and solutions on the back of stated preferences of CIOs and ICT decision makers. These awards demonstrate Dell’s “best-in-class” ability and commitment to meeting CIOs evolving needs in today’s dynamic business environment.
The process for the “CIO CHOICE award” is conducted via an independent advisory panel of eminent CIOs and an independent survey voting from across the country with CIOs and ICT decision makers.
Sameer Garde, President and MD, India Commercial Business, said “Dell has been investing in its enterprise capabilities and building solutions that address the business goals of customers. Being honoured by the CIO Choice award so early in our transformation into an end-to-end solution provider is truly a cherished achievement and a testimony to the efforts of the Dell India team. It shows that our open, scalable and affordable solutions have resonated well with customers and that we are well on our way to becoming the preferred choice for enterprise solutions.”
Commenting on Dell’s success in the enterprise space Venu Reddy, Research Director IDC India said, “The infrastructure market has been showing some positive sights in the current marketplace. This is due to some segment specific traction and focus by key vendors like Dell. In the server market the stabilization and growth is driven by key industries like Finance & Insurance, Distribution, and Manufacturing which have driven a 12% growth Year-on-Year for the 1st 3 quarters of 2012. While in the storage market the additional momentum has come from mid-size organizations which have started investing in key infrastructure that is helping them drive faster growth and better ROI.”
With the strongest ever enterprise product line up, Dell today is innovating and expanding its enterprise offerings to customers. Moving out of their legacy systems is one of the biggest challenges most Indian CIO’s are faced with. Dell works closely with customers to help them move out of their existing applications to newer platforms without hurting their IT budgets.
“Dell has been our partner in data centre management and has helped us focus our resources on our business and customers instead worrying about our IT infrastructure. Dell’s solutions in storage, servers and data centre bring more flexibility, resilience and optimize security and costs while lowering downtime. We would like to congratulate Dell on winning the CIO award, which is a demonstration of Dell’s ability to understand and deliver on CIO needs in these changing markets.”Rinosh Jacob Kurian, Enterprise Architect, UST Global
“In today’s always-on marketplace and turbulent business environment, a partner like Dell is truly an asset. Dell helps us manage our datacenter and server and storage requirements to deliver better business results and market success. Over the past years of our association with Dell, they have demonstrated a strategic insight into the emerging global business scenario and have been instrumental in helping our IT department gear up to meet these challenges. Dell is truly deserving of the CIO Choice award, and we extend our congratulations and best wishes to the team at Dell.”Subodh Dubey, Group CIO, Usha International.

The first Windows Phone 4Afrika from Huawei for $150 = Huawei Ascend W1 for $240 (in China) and more elsewhere

It is no surprise as two years ago we had a Huawei’s IDEOS U8150 smartphone for US$86 in Kenya: 350,000 units sold in 8 months [this same ‘Experiencing the Cloud’ blog, Aug 17-23, 2011]. In that device we had the Qualcomm MSM7225 SoC (announced in Feb’07 and first delivered in 3G phones in June’07), with a single 528 MHz ARM1136EJ-S core CPU, Adreno 200 GPU, embedded QDSP5 DSP @ 320 MHz and UMTS (HSPA, GSM/GPRS/EDGE), among others.

The difference is immense as in the Windows Phone 4Afrika we have the Qualcomm MSM8230 SoC (announced in Nov’11 and first delivered in the similar Huawei Ascend W1 in Jan’13), with a 1.2 GHz Krait dual core CPU, Adreno 305 GPU, embedded Hexagon QDSP6 DSP @ 500 MHz and UMTS (DC-HSPA+, TD-SCDMA), among others. This is bringing a huge performance difference on the SoC level:
– CPU: 7920 (2 x 3.3 x 1200) vs. 623 (1.18 x 528) DMIPS of raw CPU performance
– GPU: Adreno 305 GPU vs. software rendered 2D support only
Even within the Adreno GPUs the Adreno 305 has quite a high performance, see the below benchmark from Mali-T604 vs 400MP vs SGX 554MP4 vs 543MP4 vs 543MP3 vs 543MP2 vs 540 vs 535 vs Adreno 320 vs 225 vs 220 vs 305 vs 203 vs 205 vs Mali 400 vs Intel XOLO [Techivian, July 26, 2012]:

image

Note that the North-Amerian (SGH-T999, SGH-I747, SCH-R530, SCH-I535 and SPH-L710) and Japanese (SGH-N064) versions of Samsung Galaxy S III smartphones are using the Qualcomm Adreno 225 GPU (within the MSM8960 SoC of the phone) which has just 8% higher performance (closely corresponding to the above chart) than the Adreno 305 GPU. The SGH-I747 (Galaxy S III AT and T) has 30.4 FPS for the above banchmark, while the SPH-L710 (Galaxy S3 Sprint) 30.2 FPS.
The International (GT-I9300, GT-I9305), South Korean (SHV-E210K/L/S) and Chinese (GT-I9308, SCH-I939) versions meanwhile using the ARM Mali-400 MP4 GPU (within Samsung Exynos 4 Quad –Exynos 4412 – SoC of the phone). The GT-I9300 has 66.4 FPS for the above banchmark, while the GT-I9305 58.6 FPS.
See Model variants and GLbenchmark Results.

– resolution: QHD (960×540 of which only 800×480 is used) vs. HVGA (480×320 of which only 320×240 is used) display support
– mobile Internet: 42 Mbps downlink and 11.5 Mbps uplink and TD-SCDMA
vs. 7.2 Mbps dowlink and 5.76 Mbps uplink
etc.

To sum it up:

  • The MSM8230 SoC first delivered in smartphones in Jan’13 is representing a more than five years of technology advance over the MSM7225 SoC first delivered in phones in June’07.

  • Functionally the Android 2.2 on the IDEOS U8150 two years ago vs. the Windows Phone 8 on Windows Phone 4Afrika (= Huawei Ascend W1) now is as big a difference. Windows Phone 8 is even better than the latest Android 4.1 and 4.2.

  • The target audience in Africa for $150, and in other countries for $240-300 (see below), is getting a state-of-the-art mid-range device which will not be outdated for the next two years at least.

Ascend W1 [HuaweiMx YouTube channel, Jan 29, 2013]

Huawei Ascend W1 [engadget YouTube channel, Jan 8, 2013]

If you were following Huawei’s presser from earlier today, you may have thought the company’s CES 2013 story was “All About Android.” Turns out, it’s not. On the showfloor here at Pepcom, the company was able to give us a first look at the Ascend W1: it’s first entry for the Windows Phone 8 space. Admittedly, the W1 doesn’t share any of the lust-worthy, high-end specs that adorn the Ascend Mate and D2, but that’s not its angle. As one Huawei rep put it, this is a value proposition, outfitted with a 4-inch display (we couldn’t verify resolution) and 1.2GHz dual-core Snapdragon S4 paried with 512MB RAM. Software-wise, this is about as stock WP8 as it gets, so don’t expect to see any applications come pre-loaded onto the hardware. Continue reading here: http://goo.gl/VmkhH.

Huawei launches the first Windows Phone 4Afrika [Huawei Device press release, Feb 5, 2013]

image

Shenzhen, China, February 5, 2013: Huawei, a leading global information and communications technology (ICT) solutions provider, today launched the first Windows Phone 4Afrika. Exclusively selected to help boost mobile accessibility and adoption within the fast-growing African continent, the Huawei 4Afrika will be available from Huawei, in Egypt, Nigeria, Kenya, Ivory Coast, Angola, Morocco and South Africa towards the later part of the 1st Quarter 2013.

“We are thrilled to be partnering with Microsoft to ensure that more people have access to leading technology, communications and information services,” said Mr Peter Hu, Managing Director of Huawei Device, Eastern & Southern Africa. “By launching the Huawei 4Afrika we will be bringing leading technology within reach for more people in Africa, thereby giving them access to a world of new opportunities. ”

The Huawei 4Afrika is a customized version of the HUAWEI Ascend W1, launched earlier this year at the 2013 Consumer Electronics Show. The smartphone is 10.15 mm thin and features a 4-inch IPS LCD 480 x 800 touchscreen with Zero-Gap Touch technology. With a 1730 mAh Li-Polymer battery and unique power saving technology, the Huawei 4Afrika phone provides up to 420 Hours of standby time and up to 560 minutes of talk time on 3G. The higher efficiency hardware design ensures power-saving up to 20%. It is powered by the high-end Qualcomm Snapdragon ™ S4 MSM8230 dual-core 1.2 GHz processor and Adreno 305 GPU. Additionally, the phone includes a 5 MP Auto-Focus Camera and VGA Front Camera, and comes in an array of bold colors including blue, black and white initially and red to follow in the next couple of months.

Available exclusively for the African market, the Huawei 4Afrika phone features a customized Store in Store with a variety of applications and exclusive content including those built and designed by Africans for Africans. The Windows Phone 8 start screen allows users to customize the Windows OS Live Tiles with topics of personal interest, providing real-time updates unique to their needs. Assisting with all business requests on-the-go, the Huawei 4Afrika phone features Microsoft Office and Skydrive for easy access to files. The Huawei 4Afrika phone marries great technology with a fashionable design, at a price that is right for its customers.

“The Huawei 4Afrika phone is a fantastic addition to our Windows Phone product line, and we’re particularly proud to be introducing it as an exclusive offer for the African Continent today as part of the launch of the Microsoft 4Afrika Initiative,” said Ali Faramawy , corporate vice president for Microsoft Middle East and Africa. “We believe strongly that improved access to affordable and high quality smartphones in Africa can have a strong impact on the continent’s overall economic development and competitiveness, and we are confident the Huawei 4Afrika phone will help deliver on this. ”

Since its entry into the African market in 1999, Huawei has created solutions that enable customers to reduce power consumption, carbon emissions and costs, thus contributing to the development of the society, economy, and the environment across Africa. To date, Huawei has worked with more than 18 African governments build E-Government networks in countries, such as Nigeria, Kenya, Uganda, Senegal, Angola, Guinea, and Djibouti, enabling 250 million Africans in rural areas to enjoy affordable communication services.

As per the 2012 Qualcomm Snapdragon classification presented below the MSM8230 is a dual Krait UMTS (DC-HSPA+, TD-SCDMA) SoC:

Microsoft and Huawei of China to Unite to Sell Low-Cost Windows Smartphones in Africa [The New York Times, Feb 4, 2013]

BERLIN — Microsoft, taking aim at the world’s fastest-growing smartphone market, said on Monday that it would team up with Huawei of China to sell a low-cost Windows smartphone in Africa.

The phone, called the Huawei 4Afrika Windows Phone, will cost $150 and initially be sold in seven countries. Microsoft’s Windows Phone software is fourth among smartphone operating systems, with just 2 percent of the worldwide market in September, according to Canalys, a research firm in Reading, England.

Fernando de Sousa, the general manager for Microsoft Africa, said that in the next few months, Microsoft and Nokia planned to introduce two new Windows phones for the African market.

Microsoft plans to introduce the Huawei 4Afrika phone on Tuesday at events in Lagos, Cairo, Nairobi, Johannesburg and Abidjan, Ivory Coast. It will also be sold in Morocco and Angola.

Prioritising Africa – Introducing Microsoft 4Afrika [TechNet Blogs > Microsoft on the Issues Africa, Feb 4, 2013]

Posted by Ali Faramawy
Corporate Vice President, Microsoft Middle East & Africa

There is an African proverb that reads, “The best time to plant a tree is 20 years ago. The second best time is now.” We couldn’t agree more. Microsoft has been operating in Africa for 20 years, and today we have offices in 14 countries. As we look forward to our next 20 years, we wanted to explore new ways to link the growth of our business with initiatives that spur economic development for the continent. The world has recognized the promise of Africa, and Microsoft wants to invest in that promise.

This is why today, we are introducing the Microsoft 4Afrika Initiative, which is designed to help improve Africa’s global competitiveness. Our goal is to empower African youth, entrepreneurs, developers, and business and civic leaders to turn great ideas into a reality that can help their community, their country, the continent, and beyond.

By 2016, the Microsoft 4Afrika Initiative intends to:

– help place tens of millions of smart devices in the hands of African youth,

– bring 1 million African small and medium enterprises (SMEs) online, and

– help 200 000 Africans develop skills for entrepreneurship and employability. This will include up-skilling 100,000 members of the existing workforce, as well as training 100,000 recent graduates, 75 percent of whom we intend to help place in jobs.

A smart, affordable device

In Africa today, smartphones account for only about 10 percent of total phones in the market. As a first step toward driving the adoption of smart devices, Microsoft and Huawei today introduced the Huawei 4Afrika phone, a full-functionality Windows Phone 8 preloaded with select applications designed for Africa, by Africans. The Huawei 4Afrika phone, which is the first in what will be a series of “4Afrika” smart devices, will be targeted toward university students, developers and first-time smart phone users to ensure they have affordable access to best-in-class technology, so they can access the information and tools they need to be active global citizens. (See related blog.)

HUAWEI ASCEND W1 В РОССИИ: СРОКИ ПОЯВЛЕНИЯ И СТОИМОСТЬ [Hi-Tech Mail.Ru, Jan 24, 2013]

Как стало известно Hi-Tech Mail.Ru, первый Windows Phone 8 смартфон Huawei — модель Ascend W1 — появится в России в феврале. Стоимость аппарата — 8 990 рублей.

As hi-tech mail.ru, the first Windows Phone 8 Smartphone Huawei Ascend model W1-will appear in Russia in February.
Unit cost is RUB 8990 [$300].

As the standard value added tax rate in Russia is 18% the net price will be $254.

Huawei Ascend W1 from Conrad Electronics (Germany) as of Feb 5, 2013:

€ 199,95* [$270]

lieferbar ab  20.03.2013      available from 20.03.2013
* Alle Preisangaben sind inkl. MwSt. und zzgl. Versandkosten. Wir berechnen eine Versandkostenpauschale in Höhe von € 5,95 (inkl. MwSt.) Bei Nachnahme beträgt die Versandkostenpauschale 8,95 € (inkl. MwSt.). Ab einem Bestellwert von € 300.- trägt Conrad Electronic die Versandkostenpauschale für Sie.
Bei sperrigen Artikeln (sind im einzelnen entsprechend ausgewiesen) berechnen wir den am Produkt ausgewiesenen Sperrgutzuschlag. Dieser Betrag enthält das für Sie verauslagte Transportentgeld und die Verpackungskosten.
* All prices are incl. VAT and excl. shipping costs. We charge a delivery fee in the amount of € 5.95 (incl. VAT) For cash on delivery, the shipping fee is €8.95 (incl. VAT). From an order value of € 300.-, Conrad Electronic bears the shipping costs for you.
For bulky items (are similarly designated in particular) we calculate the bulky contract assigned to the product. This amount includes the transport fee incurred for you and the packaging costs.
As the standard value added tax rate in Germany is 19% the net price will be $227.

Huawei Ascend W1 on Taobao (China) as of Feb 5, 2013:

 ¥ 1499.00 [$240.5]

As the standard value added tax rate in China is 17% the net price will be $206.

Huawei Showcases its First Windows Phone 8 Smartphone [Huawei Device press release, Jan 8, 2013]

Las Vegas, USA, January 8, 2012: Huawei, a leading global information and communications technology (ICT) solutions provider, unveiled its first Windows Phone 8 smartphone, HUAWEI Ascend W1, at the 2013 Consumer Electronics Show (CES) today. The Ascend W1 is 10.15 mm thin and features a 4-inch IPS LCD 480 x 800 touchscreen with OGS Technology, powered by the high-end Qualcomm Snapdragon ™ S4 MSM8230 dual-core 1.2 GHz processor and Adreno 305 GPU. With a 1950 mAh battery, the Ascend W1 has 470 hours of standby time, the longest among all smartphones in its class. It features a visually iconic design inspired by a tropical island and comes in an array of bold colors including blue, red, black and white. The Ascend W1 is a smart and stylish alternative for consumers looking for great technology at a price that is right.

image

The HUAWEI Ascend W1 has a low reflective IPS LCD display with full lamination technology, which provides brilliant visibility under any lighting condition. The Windows Phone 8 Start screen lets you customize and pin Live Tiles with topics of personal interest, providing real-time updates that are uniquely yours. Additionally, a dynamic lock screen allows you to select the photos or updates most important to you and have them ready at a glance, even when the phone is locked.

“Inspired and powered by people, the Ascend W1 is a combination of Huawei’s user-centric design philosophy and Windows Phone 8 software, bringing consumers a truly compelling alternative.” Said Richard Yu, CEO, Huawei Consumer Business Group. “The addition of the Ascend W1 to our smartphone portfolio gives consumers access to an even wider range of Huawei smartphones. At a price that makes sense to consumers, Ascend W1 underscores our commitment to put smartphones within reach of every consumer, no matter who you are or what you want from your phone. “

“We are excited to be working with Huawei to further expand our device portfolio to new locations and price points, allowing more people to experience Windows Phone 8 while enjoying the Ascend W1’s unique features,” said Terry Myerson, Corporate Vice President of the Windows Phone Division.

The HUAWEI Ascend W1 will be available in China and Russia from January 2013, with Western Europe, Middle East, USA and other selected countries to follow.

More information: Ascend W1 [Huawei Device microsite]

BYOD trends vs. Mobile enterprise platform trends

With the literal explosion of mobile computing devices there is a huge challenge both on the enterprise computing vendor and customer sides. The easiest way of looking at those challenges is analyzing the so called BYOD (Bring your own device) and mobile enterprise platforms trends on the market where customers and suppliers meet each other.

Note as well that these are all parts of a bigger trend, the so-called “consumerization of IT” which I already covered from an overall leading vendor point of view in the Pre-Commerce and the Consumerization of IT [Sept 10, 201] post on this site. Please read that before looking at the current trends discussed here in the below detailed sections. Then I will recommend to read The Changing Of The Enterprise Guard [TechCrunch, Jan 19th, 2013] article by the CEO of Box.com, the most successfull rising star in the enterprise IT vendor space. Even the ex MS leader Steven Sinofsky was recommending it in his Twitter meassage as:

Interesting thoughts on enterprise computing http://techcrunch.com/2013/01/19/the-changing-of-the-enterprise-guard/ … from Aaron @levie

Note that the BYOD trend I will present mostly through the Middle-East area where to solve the BYOD issue properly for the true enterprise space is the most pressing one in the world.


BYOD trends

Bring your own device [Wikipedia article, started on Jan 1, 2012]

History

BYOD first entered in 2009 courtesy of Intel when it recognized an increasing tendency among its employees to bring their own devices to work and connect them to the corporate network.[5] However, it took until early 2011 before the term achieved any real prominence when IT services provider Unisys and software vendor Citrix Systems started to share their perceptions of this emergent trend.

In 2012 the Equal Employment Opportunity Commission adopted a BYOD policy, but many employees continued to use their government-issued BlackBerrys because of concerns about billing, and the lack of alternative devices.[6]

Issues

BYOD has resulted in data breaches.[citation needed] For example, if an employee uses a smartphone to access the company network and then loses that phone, any unsecured data stored on the phone could potentially be retrieved by untrusted parties.[7]

It is important to consider damage liability issues when considering BYOD. If an employee brings their personal device to work, and it is physically damaged through no fault of their own it is unclear whether the company is responsible for repair or replacement.[citation needed]

Pros

Business

A business that adopts a BYOD policy allows itself to save money on high-priced devices that it would normally be required to purchase for their employees. Employees may take better care of devices that they view as their own property.[citation needed]Companies can take advantage of newer technology faster.[citation needed]

Employees

Employees who work for a business with a BYOD policy are able to decide on the technology that they wish to use for work rather than being assigned a company device. This is thought to improve morale and productivity.[8] Exclusive control of features is given to the employee.

Cons

Business

Company information will often not be as secure as it would be on a device exclusively controlled by the company.[citation needed] (Security professionals have termed it ‘Bring Your Own Danger‘ and ‘Bring Your Own Disaster‘.[9]) The company may have to pay for employee devices’ phone service, which they use outside company time. BYOD is an extreme case of the end node problem.
Employees

Due to security issues, the employees often do not have true full control over their devices[citation needed], as the company they work for would need to ensure that proprietary and private information is secure at all times. It is an out-of-pocket expense for the employees. They would be responsible for repairs if their devices were damaged or broken at work.[citation needed]

Businesses that fall under compliancy rules such as PCI or HIPAA must still comply when using BYOD.[citation needed]

Prevalence

The Middle East was reported to have one of the highest adoption rates of the practice worldwide in 2012.[10]

[10] El Ajou, Nadeen (24 September 2012). “Bring Your Own Device trend is ICT industry’s hottest talking point at GITEX Technology Week”. AMEinfo.com. Retrieved 26 September 2012.

Frost & Sullivan: Consumerisation of Smart Phones and Bring Your Own Device (BYOD) are the biggest trends driving the Network Security Market in the Middle East [Frost & Sullivan press release, Nov 12, 2012]

Dubai, the U.A.E., 21 November, 2012 – With an increase in the number of Advanced Persistent Threats (APTs), information security risks are becoming a major concern for organisations globally. Enterprises are swiftly adopting and deploying applications and new services to combat the same. In their quest to obtain high levels of security assurance and develop advanced intelligence technologies, organisations in the Middle East are increasingly adopting methods such as virtualisation and cloud computing. Over the past few years, this has led to increased Government investment in information and communication technology (ICT)-related projects in the Middle East and this is expected to proliferate further in future. To address these threats to enterprise security and brainstorm best-in-class Enterprise Security Solutions and Strategies, Frost & Sullivan convened the best minds in enterprise security at its Middle East Enterprise Security Summit 2012 on November 21, at Habtoor Grand Beach Resort, Dubai, U.A.E.

Held for the first time in the Middle East, the Summit was attended by CIOs, CISOs, CTOs, Vice Presidents, General Managers, Network Managers, Enterprise Security Architects, Internet Security Architects, Compliance Officers, and Department Heads from across a variety of industry sectors such as Banking, Finance & Insurance (BFSI); Telecom; IT; Manufacturing; Government; Education; Healthcare; Media and Entertainment; Retail; and Automotive and Logistics.

According to Frost & Sullivan, consumerisation of smart phones and Bring Your Own Device (BYOD) are the biggest trends driving network security issues in the Middle East today. The network security market is in a high-growth stage. Frost & Sullivan anticipates that technology convergence, regulatory compliance, and continuous growth of network infrastructure will continue to drive up sales for security suppliers in the Middle East during the period 2012-2018.

Frost & Sullivan’s Middle East Enterprise Security Summit 2012 Summit began with an inaugural address by Andy Baul-Lewis, Director, ICT Practice, Frost & Sullivan, describing the prevalent enterprise security landscape in the Middle East. “Building security for electronic assets is one of the most critical tasks facing organisations today. In a converged world, where the threats of each system are multiplied; getting advice, sharing best practice, and talking to partners is a vital part of the construction process. This is what Frost & Sullivan endeavours to provide through this interactive Summit,” stated Mr Baul-Lewis at the Summit.

The Summit included in-depth discussions and case studies on enterprise security management. The first of these was, ‘The Evolving Role of a Chief Information Security Officer’ by Roshan Daluwakgoda, Senior Director – Security Strategy Planning Risk Assessment and DR at Emirates Integrated Telecommunication Company, du, Dubai, the U.A.E. This was followed by a thought-provoking presentation on ‘Information Security Management – When the Going Gets Tough,’ by Kamran Ahsan, Head of Information Security, Injazat Data Systems, the U.A.E. Bashar Bashaireh, Regional Director, the Middle East, Fortinet, gave a presentation ‘How to Make your Security Aware in a BYOD World’. Thameem Rizvon, IT Director, Kamal Osman Jamjoom Group LLC (KOJ) presented, ‘Learn from your Peers: Security Implementation in a Retail Environment’. The session on Secure the Cloud,’ by Joe So, VP Business Sales, Huawei;was followed by a panel discussion on ‘Security Convergence and its Impact on Business.’

Speaking on the occasion, Kamran Ahsan stated, “Information security is increasingly emerging as a critical concern in today’s modern business environment. This trend is very much evident in the Middle East, where enterprises have experienced information-related threats such as infiltration, data leakage, and cyber warfare among others. Injazat Data Systems will highlight how enterprises can proactively address these challenges and mitigate risks associated with business assets and services of enterprises. Moreover, with the best minds in enterprise security attending this Event, we expect to have an in-depth discussion of new trends and developments in information security in the Middle East.”

Sharing his views on the Summit, Bashar Bashaireh said, “Information Technology has become central in driving the business processes of enterprises. However, as trends such as mobility, cloud computing, and BYOD are fast gaining momentum in the U.A.E., helping drive business profit and innovation; they are also bringing forth new challenges to IT security. Organisations in the U.A.E. should act now to regain control of their IT infrastructure by strongly securing their network and applying granular control over users, devices, and applications. The Summit organised by Frost & Sullivan is a great platform for us to share with end customers our insights on the new approach aimed towards IT security.”

Talking about Securing the Cloud, Dong Wu, Vice President, Huawei Enterprise Middle East said, “As organisations roll out cloud-based models into their business infrastructure, the issue of security becomes an ever increasing concern.  The Middle East Enterprise Security Summit is a way for Huawei and other industry leaders to come together and discuss how businesses can be better secured and protected from the fast-evolving cyber threats that exist today. At the summit, we look forward to sharing our insights on how organisations can improve their planning processes before making their move into the cloud.”

The Summit was supported by Injazat as Platinum Partner, while Fortinet and Huawei were the Event’s Silver Partners. Telecom Review, Teknotel and Connect-World Magazine supported the Summit as Media Partners; with Tech Channel MEA as the Online Partner for the event.

If you are interested to know more about insights shared at the Middle East Enterprise Security Summit 2012 then send an e-mail to Tanu Chopra/Deepshri Iyer, Corporate Communications, at tanu.chopra@frost.com/deepshrii@frost.com, with your full name, company name, title, telephone number, company e-mail address, company website, and country.

For more information on the Summit, please visit: http://www.frost.com/EnterpriseSecurityMiddleEast

About Frost & Sullivan

Frost & Sullivan, the Growth Partnership Company, works in collaboration with clients to leverage visionary innovation that addresses the global challenges and related growth opportunities that will make or break today’s market participants.

Our “Growth Partnership” supports clients by addressing these opportunities and incorporating two key elements driving visionary innovation: The Integrated Value Proposition and The Partnership Infrastructure.

  • The Integrated Value Proposition provides support to our clients throughout all phases of their journey to visionary innovation including research, analysis, strategy, vision, innovation, and implementation.
  • The Partnership Infrastructure is entirely unique as it constructs the foundation upon which visionary innovation becomes possible. This includes our 360-degree research, comprehensive industry coverage, career best practices, as well as our global footprint of more than 40 offices.

For more than 50 years, we have been developing growth strategies for the global 1000, emerging businesses, the public sector, and the investment community. Is your organisation prepared for the next profound wave of industry convergence, disruptive technologies, increasing competitive intensity, Mega Trends, breakthrough best practices, changing customer dynamics, and emerging economies?

Mobile application management [Wikipedia article, started on Oct 17, 2011]

Mobile Application Management (MAM) describes software and services responsible for provisioning and controlling access to internally developed and commercially available mobile apps used in business settings on both company-provided and “bring your own” smartphones and tablet computers.

Mobile application management differs from Mobile device management (MDM) in the degree of control that it has over the managed device. As the names suggest; MAM focuses on application management, but stop short of managing the entire device. MDM solutions manage the down to device firmware and configuration settings and can include management of all applications and application data.[1]

History

Enterprise mobile application management has been driven by the widespread adoption and use of mobile devices in business settings. In 2010 IDC reported that smartphone use in the workplace will double between 2009 and 2014.[2]

The BYOD (“Bring Your Own Device”) phenomenon is a factor behind mobile application management, with personal PC, smartphone and tablet use in business settings (vs. business-owned devices) rising from 31 percent in 2010 to 41 percent in 2011.[3] When an employee brings a personal device into an enterprise setting, mobile application management enables the corporate IT staff to download required applications, control access to business data, and remove locally cached business data from the device if it is lost, or when its owner no longer works with the company.[4]

Use of mobile devices in the workplace is also being driven from above. According to Forrester Research, businesses now see mobile as an opportunity to drive innovation across a wide range of business processes.[5] Forrester issued a forecast in August 2011 predicting that the “mobile management services market” would reach $6.6 billion by 2015 – a 69 percent increase over a previous forecast issued six months earlier.[5]

Citing the plethora of mobile devices in the enterprise – and a growing demand for mobile apps from employees, line-of-business decision-makers, and customers – the report states that organizations are broadening their “mobility strategy” beyond mobile device management to “managing a growing number of mobile applications.”[5]

MAM system features

An end-to-end MAM solution provides the ability to: control the provisioning, updating and removal of mobile applications via an enterprise app store, monitor application performance and usage, and remotely wipe data from managed applications. Core features of mobile application management systems include:

  • App delivery (Enterprise App Store)
  • App updating
  • App performance monitoring
  • User authentication
  • Crash log reporting
  • User & group access control
  • App Version management
  • App configuration management
  • Push services
  • Reporting and tracking
  • Usage analytics
  • Event management

The Middle East angle #1:
Mitigating the Risks of BYOD with MAM [ITP.net, Nov 14, 2012]

Organizations need to decide how to manage BYOD, says Johnny Karam, Regional Director, Middle East and French Speaking Africa, Symantec

According to a recent Symantec survey, 59% of enterprises are making line-of-business applications accessible from mobile devices in an effort to increase efficiency, increase workplace effectiveness and reduce time required to accomplish tasks.

The average annual cost of mobile incidents for enterprises, including data loss, damage to the brand, productivity loss, and loss of customer trust was $429,000 for enterprise. The average annual cost of mobile incidents for small businesses was $126,000.

According to Symantec’s State of Mobility Survey, 67% of companies are concerned with malware attacks spreading from mobile devices to internal networks. In addition, Symantec’s latest Internet Security Threat Report highlighted that mobile vulnerabilities increased by 93% in 2011.

To manage or not to manage:

The first question every business must ask around BYOD is: How much management of user-owned devices connecting to corporate resources does the company want? This is critical because the degree to which an enterprise is involved in managing various aspects of user-owned mobile devices has consequences. For example, a key anticipated benefit of implementing BYOD means often no longer having to fully manage employees’ mobile devices. In return, support costs are hopefully reduced.

However, fully managing user-owned devices often results in intruding on the personal information and activity of those devices. This might include enforcing device-level authentication and encryption policies and complete device remote locking or wiping, including users’ personal content.

Delivering corporate [apps and] resources

Securing corporate [apps and] resources once they are delivered

The Middle East angle #2:
BYOD is not a new problem
[Gitex Review 2012 published on ITP.net, Nov 18, 2012]

Cloud and big data were the big talking points during GITEX Technology Week 2012. Leading UAE and global companies discuss those trends.

Florian Malecki, head of product marketing at Dell SonicWALL, says that enterprises need to be prepared to allow employees to use their toys.

Ilike to be a bit controversial over the growing BYOD trend. If you listen to the analysts; IDC, Gartner, Forrester; they are all predicting that the number of smartphones being sold by 2014-2015 will outgrow the number of laptops being sold.

We all say that the employees want to use their own device, but if you look at what they want to use, it is either a tablet or a smartphone, so companies and IT managers have to accommodate all users needs.

We did a survey and we looked at what devices our customers are supporting or are open to support, and there is no clear winner. If you look at it from a device point of view, there are people who want to use tablets (about 60%), people who want to use smartphones and people who want to use laptops.

How to start
A good way to start BYOD and try to minimise risks is by using an SSL VPN gateway. The beauty of an SSL VPN gateway is that you are able to identify the user and the user profile as well as identifying the device and setting up a profile for the device. You could have a profile that is a managed device or a personal device, but registered within the corporate ID system. Any organisation whether an SMB or enterprise, if they don’t really know where to start the BYOD journey, if they start looking at implementing an SSL VPN solution like the Dell SonicWALL solution then they probably meet 90% of employees requirements when it comes to BYOD.

How to control BYOD
The threat of personal devices on a corporate network is a big problem, according to Darren Gross, EMEA senior sales director, Centrify, and companies must be able to control information on those devices.

Security compliance experts Centrify have released mobile device management software, which integrates one single identity for each individual employee within an organisation, so wherever they go the company can control where they are going and what they are doing, through policies and security settings.

“There is a lot of competition in that space, but we are quite unique because we come from an angle of joining the system to Active Directory, so if I leave my iPad on the train, help desk can go and remotely wipe that device so there is no threat to the enterprise,” says Darren Gross, EMEA senior sales director, Centrify.

Enterprises also need to look at mobile device configuration to prevent viruses from accessing the corporate network.

… <LONG>

People that use mobile devices tend to have no passcodes on them. Centrify is able to enforce passwords and encryption on a personal device accessing the corporate network.

Cloud
The company is also developing authentication for off premis cloud software and service type applications so for example SalesForce and WebEx.

“Users will be able to sign on with one identity within Active Directory so you control what a user is doing and see where they are going, there is full accountability to what individuals are doing within the organisations,” said Gross.

Disaster recovery in the region
Yasser Zeineldin, CEO, eHosting DataFort, says the company is offering regional enterprises the opportunity to develop DR sites.

We offer clients both in UAE and the Middle East region the ability to have a hot disaster recovery site where data is replicated between their production system and the disaster recovery system that is hosted with us. This means that in real time if there is a failure in the primary system they can switch over to the secondary system.

<BIG DATA PART OF THE REPORT>


Mobile enterprise computing platform

Hal’s (Im)Perfect Vision on a possible (and much needed) further direction by Microsoft :
There is no ARM in Windows RT [Jan 2, 2013]

Windows RT is the name of Microsoft’s version of Windows 8 for ARM processors, right?  It’s aimed primarily at Consumers, right?  It’s role in business is primarily in the BYOD realm, right?  That’s so 2012!  Let’s talk about strategy and where I think Microsoft will go with Windows and particularly Windows RT.  And how their strategy may become more obvious in 2013.

The name Windows RT wasn’t chosen to convey a message about Windows moving to ARM processors.  Nor was it chosen to convey that it was a Tablet OS.  The name appears to have been chosen primarily for one reason, it is an operating system devoted to running Windows RunTime apps.  It splits the mainstream Windows product into two families.  Windows for running Win32 “desktop” and Windows RunTime applications and Windows RT that drops the legacy Win32 application support.  Windows RT is Microsoft’s go forward client operating system, while Windows is the operating system Microsoft will need to keep selling and enhancing for a transition that will last a decade or more, but it will eventually be considered a legacy.

I know I just sent a lot of people’s blood pressure through the roof because today they either (a) dislike Metro/Modern/whatever-you-call-it ,Windows RunTime, or the Start Screen and/or (b) the new environment isn’t really suitable for their usage scenario.  But keep in mind I’m talking about where things are going over several releases of the re-imagined Windows.  There will be many refinements, improvements, and changes before Windows RT replaces Windows as Microsoft’s primary client operating system offering.

The desktop lives forever, right?  Well, on Windows yes but not on Windows RT.  Today Windows RT only needs the desktop for two reasons.  First, many traditional utilities from the File Explorer to much of system management are only available as desktop apps.  Second, Microsoft Office is only available as desktop apps.  But in each release going forward this will become less true.  A Metro File Explorer will become standard.  More and more system management will move to the new model.  And eventually Microsoft will remove the desktop from Windows RT.  Then it will be able to remove many pieces of legacy (including Win32), making Windows RT smaller, faster, and more secure (via smaller attack surface) than it’s Windows sibling.

Microsoft started the ball rolling with Windows RT on ARM because that was the most practical thing to do.  With ARM unable to run existing x86 apps Microsoft had to decide if it would evangelize conversions of existing applications to ARM or put the energy into getting developers to write new Metro/Modern apps.  And without a library of Modern apps it was unlikely that any of the x86-oriented OEMs would create an x86 Windows RT system.   No rational amount of pricing difference on Microsoft’s part would encourage a OEM to use an operating system with no applications when they could just as simply use one with a huge, if aging, library.  ARM thus became the obvious place to introduce Windows RT.

As the library of applications in the Windows Store grows it becomes more and more likely that Microsoft will introduce Windows RT for x86 systems.  Will that happen in 2013?  By the end of 2013 the Windows Store will likely have in excess of 150,000 Apps.  Perhaps in excess of 200,000.  Assuming that the quality is there (meaning they are the apps people want and are equal to their iPad and Android equivalents) the market for systems with no need to run legacy desktop apps will have grown dramatically.  Microsoft, many of its OEMs, and Intel (of course) will want the option of using Clover Trail (and its follow-ons) in those systems.  So it is quite possible that Microsoft makes Windows RT available for Clover Trail-based systems in 2013, and it seems a certainty for 2014.

As a side note this is something that Paul Thurrott will probably not be happy about.  Paul has called on Microsoft to use Clover Trail in its next generation of the Surface so that it would have the full Windows experience.  But I expect that if Microsoft did use Clover Trail in a Surface (as opposed to Surface Pro) replacement that system would still run Windows RT.  Sorry Paul :-)

If Windows RT for x86 is speculative in 2013 here is something I think is a surer bet.  Windows RT will expand into a family that mirrors the editions of Windows.  I expect that in 2013 we will see a Windows RT Enterprise (and perhaps Pro as well) edition.  Why?  Well the current edition of Windows RT is missing some key functionality that would accelerate its adoption within Enterprises.  And I’m not even talking about UI or Windows RunTime changes that would increase the application space it was applicable to.  I’m talking purely about lower level operating system features.

Being able to participate in a domain is part of Microsoft’s secret sauce for enterprises, and today Windows RT can’t do that.  A Windows RT Enterprise edition would bring the ability to join a domain, use DirectAccess, use BitLocker, fully participate in Microsoft’s management capabilities, etc.  Whereas the solutions introduced in 2012 are acceptable for BYOD situations and some limited application scenarios, an Enterprise edition would allow Windows RT systems to participate as full members of the enterprise computing environment.

Windows RT Enterprise will not allow side-loading of desktop applications, but it may allow side-loading of limited types of system software.  As great as DirectAccess is (and given my involvement in it I’m biased, but then I also lived with it as my “VPN” for a year so know how fantastic the user experience is) most enterprises use Cisco VPNs.  And while Windows RT is certainly adequately protected with Windows Defender, IE SmartScreen, etc. most enterprises will want at least the management capabilities of enterprise-oriented security products and probably the ability to use their corporate standard (i.e., Symantec, McAfee, etc.) products and infrastructure.  Unless Microsoft addresses these adoption of Windows RT will be much slower than desired.

And what about requirements for access to desktop applications on Windows RT systems?  Many, perhaps most, enterprises are fine with using VDI to allow users of these systems to access desktop applications.  Some are downright enthusiastic.  But many do not want that access occurring off their corporate network.  Hence the need for the ability to join a domain, and use DirectAccess or VPNs when users need remote access.  You then run VDI over the corporate network.

Now we get to another wildcard in all of this, Office.  Today’s situation with Office being a desktop Win32 application on Windows RT, and only being available in the Home and Student edition, represents a major drag on Microsoft’s ability to move Windows RT forward.  Microsoft needs to either allow upgrade of the edition of Office on Windows RT to an Enterprise edition (including, for example, making Outlook available) or to move Office fully to Metro/Modern (likely in multiple editions).  They may do both given the time it could take to create a true Office RT.

An Office RT would benefit the entire Windows RT  and Windows 8 market and is the logical direction for Office to go.  But I find it hard to believe they can get to full equivalence with the Win32 Office apps in a year, let alone in a traditional longer release cycle.  We’ll see some, perhaps substantial, movement in this direction in 2013 but I don’t know how far Microsoft will get.  In the mean time they may find it prudent to release Office 2013 Enterprise (standalone and/or as based part of Office 365) for Windows RT systems.  However this rolls out, Microsoft will substantially improve the Office for Windows RT situation in 2013.

Finally, let me reinforce a point I’ve blogged about before.  Microsoft is moving to annual (or more frequent) updates as a (at least unofficial) corporate standard for release cycles.  There may be exceptions from time to time, but I’d expect pretty much every actively developed product to have annual releases.  That means faster evolution in smaller chunks is the norm.  You don’t like how the Start Screen works today?  By the end of the year there will no doubt be improvements that address major complaints.  Windows RunTime missing an API that keeps you from creating a Metro/Modern version of your App?  You might have it later this year.  Can’t stand that the Share contract doesn’t work with Outlook?  Again, a solution may appear faster than Microsoft customers have ever imagined possible.

2012 was an exciting year for Microsoft and its customers.  2013 may be even more exciting, and delightful.

But there are new contenders for the enterprise IT space not based on any earlier paradigms, neither on the enterprise desktop and notebook (like Microsoft’s Professional and especially Enterprise editions of Windows) evolved from the PC platform, nor on the web browser based enterprise thin client (from the Java-like Apex code programmable Force.com PaaS platform usable along with standard HTML, JavaScript and CSS in the browser, to a wide range of JavaScript frameworks of a kind of “enterprise quality” which include even versions for mobile browsers) evolved from the web platform.

A typical new contender, differing from both of the two earlier platforms in that by its very nature of cloud based file sharing can best exploit the power of new mobile computing devices, is the Box (service) [Wikipedia article, started on Nov 15, 2006]

Box (formerly Box.net) is an online file sharing and Cloud content management service for enterprise companies. … A mobile version of the service is available for Android, BlackBerry, iPhone, iPad, WebOS, andWindows Phone devices.[4]

Products

The core of the service is based around sharing, collaborating, and working with files that are uploaded to Box. Box offers 3 account types: Enterprise, Business and Personal.[12] Depending on the type of account, Box has a number of features such as unlimited storage, custom branding, administrative controls and 3rd party integrations with applications like Google apps, Gmail, NetSuite and Salesforce. The service also has a variety of social features such as discussions, groups and an update feed.

Sharing

Box is a file sharing network, which saves and stores the information uploaded by the customer to their web site. They have the full legal right to demographic information about their customers, sales, and traffic to their partners and advertisers. Even though this company does not have the right to give, sell, rent, share or trade any personal information uploaded to their web site by their customers unless consent is given by the user of an account, a third party may be able to view some information. For which some terms and policies have been set forth, to protect the web site as well as the customers alike to establish a full functioning informative and well organized sharing network.[22]

With the users consent, and if they are to choose they can share their private details with other customers such as:[22]

To see your name, Email address, Photo, Profile information

Chosen files to share –where comments can be made, and others can contact the user by email. People you invite as editors can also edit your shared files, upload documents and photos to your shared files, share those documents outside of Box, and give other users rights to view your shared files.[22]

On the website its platform services for Enterprise IT are described in the following framework:

Consolidate File Services: Consolidate All Your Content Services on Box

Box – the single, secure solution for content access, sharing and collaboration – lets you replace a myriad of file transfer systems and unsecured, consumer-focused tools like YouSendIt and Dropbox. Bottom line: You reduce content silos, lower costs and give users the simplicity and functionality they want with the security IT requires. Learn more

  • Replace NFS, FTP, MFT and consumer file-sharing and sync tools
  • Streamline system administration and reporting
  • Reduce IT resource requirements while effortlessly meeting increasing storage needs

Enterprise Mobility: Support Mobile Content Management

Box works with any mobile device, giving remote workers access to critical content they need to succeed. Simultaneously, Box features a comprehensive and sophisticated security suite – and its seamless integration with third-party mobile device management tools like Good Technology and MobileIron provide an additional layer of data protection.Learn More

  • Users get anywhere, anytime access to critical content; and that content is synced across all their devices
  • IT enjoys remote device management coupled with auto logout and locking while sanctioning the use of specific mobile devices and apps
  • IT also gains a new level of content visibility, with insight into how content is managed and accessed in the organisation – and beyond

Cloud Content Management: Discover Content Management in the Cloud

As a Web-based service, Box is up and running in minutes and deployed in days. There’s no hardware to maintain or software to update and it complements existing content management platforms.
Learn more

  • Start working in the cloud immediately: no on-premise installation, provisioning, maintenance or DMZ setup
  • Enable employees to access and share enterprise content quickly and securely, both internally and with external partners and vendors
  • Significantly lower hardware and storage costs

Security and Architecture: Ensure Your Corporate Information is Secure

It’s true: Box is a leader in content management security and makes ongoing investments in the safety of our data centres and corporate operations. Box has been issued an SSAE 16 Type II report, and our solution also features Safe Harbor certification and provides easy-to-use configuration tools, so you can tailor Box to meet your security requirements. Learn More

  • Global permission controls and detailed audit trails
  • Full data encryption plus data centre backups and redundancy
  • Guaranteed 99.9% uptime

The Box Platform: Extend Box With Our Platform and Integrations

Box is more than just a Web application; our comprehensive yet flexible platform lets you easily integrate, extend and customise your cloud deployment. Connect Box to the leading SaaS applications you already use, integrate it into your IT infrastructure or build apps designed to do whatever your business needs. Learn more

  • Easily connect to other business applications like Salesforce, NetSuite and Google Apps
  • Extend Box to meet additional needs with our 120+ Box Apps including eFax, DocuSign, FedEx and mobile Box Apps like Quickoffice
  • Create custom mobile, Web and desktop applications powered by Box

Professional Services: Deploy Easily With Professional Services

Our Customer Success team offers a comprehensive range of professional and client support services, from end-user training to systems integration and performance tuning. Learn more

  • Content migration services transfer your existing data to Box quickly and securely
  • Custom implementation road maps streamline deployment across the enterprise
  • A dedicated Customer Success representative gives you the responsive, personalised support you deserve

The current state was described in Box Platform: Announcing v2 API in GA and Year in Review [on box blog by Chris Yeh, VP of Platform, Dec 14, 2012]

2012 has been an amazing ride for the Box platform, and I’m excited to announce that we’re ending the year on a high note with the general availability of the Box v2 API. First released back in April in beta, we’ve made tremendous strides to bring our partners, developers and customers a simple, elegant and intuitive API that will power the next generation of business collaboration.

Our v2 API represents a major step forward for Box. It is RESTful, implements the OAuth2 spec to standardize user authentication, has much improved error handling and it is well documented. Our Platform Manager Peter Rexer has a deep dive into all the details of the v2 API here. We’re also introducing Box developer accounts, which offer developers access to all of Box’s enterprise features through both the Box web app and the API. In celebration of our new API, we’re offering 25GB of Box free for any developer account created before January 18, 2013.

API Momentum in 2012

Our new API is being launched at a time of tremendous platform growth for Box. In 2012, every API metric that we tracked grew significantly. Here’s just a sample of some of the massive traction we’re seeing with the Box API:

  • 129%: growth in third party developers using Box
  • 140%: growth in number of third party API calls per month
  • 133%: growth in apps in the Box Apps Marketplace
  • 200%: growth in number of weekly users of third party apps on Box

Of course, we wouldn’t have seen such strong platform growth and API engagement without the efforts and work driven by the amazing Box platform team and our ecosystem of third party developers. We built industry-first products including Box OneCloud and Box Embed, travelled the world meeting amazing companies along the way and got together as a community to hack some pretty cool projects. Here’s a brief look back at an amazing 2012.

Box OneCloud

In April, we introduced Box OneCloud for iOS, the first mobile cloud for the enterprise. OneCloud helps you discover useful productivity apps that are deeply integrated with Box for productivity on common business tasks like document editing, PDF annotation, e-signature, etc. We launched on iOS with 50 apps and shortly thereafter brought this to Android. By year’s end we’ll have nearly 300 OneCloud app integration partners across both iOS and Android. 40% of all Box’s Fortune 500 customers are using Box OneCloud.

Box Platform on the Road – New York & London

In New York this spring, we announced our v2 API in beta, 100 new OneCloud apps and partnerships with General Assembly and TechStars. We welcomed over 650 attendees to Skylight West to hear from Box CEO Aaron Levie, Take Two Interactive CEO Strauss Zelnick and former Editor-in-Chief of Wired Chris Anderson. Later, everyone danced to cool tunes spun by Elijah Wood. Our friends in New York include the Bizodo team, which makes a great form-filling app that puts content into Box. We also hung out with the Handshake team, which created a rich order-taking app useful in many business and retail settings. When the Handshake logo appeared on our OneCloud billboard on the 101, they tweeted that it was the startup equivalent of your voice dropping. One of the most interesting things about New York is the concentration of enterprise-focused startups. For example, we’re really pleased to support Jonathan Lehr’s NY Enterprise Technology Meetup and Nick Gavronsky’s New York City Startup Weekend, which just occurred last weekend.

In late August, we parachuted into the middle of Carnival week in London to talk to analysts, press, London-based startups and supporting government organizations. We hosted a developer meet-up at Shoreditch House and were awestruck by the energy in London, particularly in Tech City. We spent time in Google’s shared space in London, where we first met Ben Wirtz, CEO of Unifyo, which brings together multiple sources of customer data to provide enterprises with a singular view of customers. We wandered down to Chelsea to meet Will Lovelace, CEO of Datownia, a company that allows the easy translation of Excel spreadsheets into APIs for external consumption. And we visited the lofty digs of the Chelsea Apps Factory, a super high quality app consultancy and production company.

It’s great to meet with so many wonderful people and even better when you can get together and build some really cool things.

Box Hack Event

Full disclosure, our first public hack event at Box HQ was not intended to be thematically linked to astronauts shooting each other, but that’s another story. At this event, called “Redefine Work,” 150 hackers stayed overnight creating more than 40 contest entries. Participating technology partners included TokBox, Firebase, Mashery, Twilio, Parse, Iron.io and SendGrid. Our winning hack, called OMGHelp, is an application that improves the technical support experience by allowing a customer to use a smartphone camera to show a technical support person what they’re doing. If you’re interested, here is a really nice recap of our event that was created by Mashery’s Neil Mansilla on Storify.

We closed out our active year in October with…

BoxWorks Dev Day

At BoxWorks, we announced a brand new technology that lets you quickly and easily extend the full Box experience anywhere you work. We call it Box Embed, our robust HTML5 framework for adding Box directly into the user interfaces of other applications. We launched with ten partners, including NetSuite, Jive, Conur, Oracle and others and we plan to continue adding to that number. Box Embed is particularly exciting to us because it’s one of the easiest ways for our partners to help make the content you have stored on Box accessible from anywhere.

We also ran an un-conference-like Developer Day where hundreds of developers joined us to hear about the latest web development technologies and learn about enterprise development. We ran a well-attended startup camp with Boxers from various departments (design, sales, marketing in addition to developer evangelists) providing consulting. And we concluded with one of my favorite reporters/writers, Drew Olanoff of TechCrunch, interviewing one of my favorite “startup” CEOs, Jeff Lawson of Twilio, about the ways that developers should think about using APIs in their apps.

We were fortunate to have many of our platform partners join us at BoxWorks this year. Jesse Miller and the attachments.meteam met with Box customers on the main show floor. David Klein and the SlideShark team presented in one of our sessions, as did Milind Gadekar from CloudOn.

As you can see, we’ve had an amazing year. Thanks to all of our platform partners, big and small, for working with us. We look forward to reaching the next level in the new year.

2013: Looking Forward

As 2013 approaches, we’re working on making it even easier for developers to work with Box by focusing on our SDKs and other developer tools. We’re also excited to be building new platform products. On one front, we’re working on new developer-focused metadata tools. On another, we’re looking at allowing developers to hook into workflow products that will allow content to move through Box in various business flows.

We’re sure that it will be a fun ride. Happy holidays to all and we’ll look forward to working with you in 2013!

Regarding the most demanding enterprise customers of Box.com here are few excepts from Why Box.com is king of enterprise cloud storage [CNET, May 15, 2012]

It may be known to some as the Dropbox-for-the-enterprise, but Box.com could be forgiven for insisting on its own identity.

With more than 120,000 customers, including 82 percent of the Fortune 500, the company has made a name for itself as one of the leaders in the enterprise cloud storage and data management space. And though Box.com has Microsoft, and more recently, Google breathing down its neck, CEO Aaron Levie doesn’t appear the least bit nervous.

That may be because the company has spent seven years building its business and solidifying a technology platform that gets more sophisticated — and cost-effective — every day. And as it has evolved into occupying a sizable Silicon Valley building, and employing more than 400 people, Box is now setting its sights on new businesses, including providing customers with the infrastructure on which to build cloud-based applications.

Last week, the 27-year-old Levie sat down with CNET in a conference room at Box.com headquarters for an interview about the state of his company, the competitive landscape in the cloud storage and service space, and even the value of wearing a hoodie in a meeting with potential investors.

How do you pitch Box.com to customers?
Levie: So many different kinds of businesses out there are all going through the exact same challenge and transition. It’s almost counterintuitive how predictable everybody’s situation is. Because whether you’re in construction or finance or real estate or consumer or media tech, every CIO we talk with, and these are companies that are 5,000, or 10,000, or 50,000 employees, they’re going through the same kind of transition and they’re at the same junctures as organizations, where they have decades of legacy technologies that they’re still managing. And it’s, How am I going to build an IT and technology strategy for the next five to ten years. And often, if you look at how vast the change has been in the landscape, the technology strategy they’re going to end up with is very different than the one they just came from.

So what is Box.com?
Levie: The vision of Box is to make it easy for customers to share, manage, and access information from anywhere. That means we need lots of different kinds of technologies to make that happen, including technology that will sit on your iPhone, your Mac, your Android device or your Blackberry. And we just announced something with Nokia with their Windows Phones and tablets. We’re a 100 percent enterprise-focused company, and all the technology we’re building goes towards asking how do we make it easier or more scalable, or simpler, and just a better way for businesses to share and manage and access this data.

Any regrets on being 100 percent enterprise?
Levie: God, no. Our thesis is basically that if you look at the cost of storage, it goes down roughly about 50 percent every 18 to 24 months. So our hard costs are about a tenth of what they were when we started the company seven years ago. And you can predict that in the next five to ten years, we’ll have another 10x improvement in storage density and performance. Eventually you’ll get to a point where storage is infinite and free, because companies like Google, and Microsoft, and Apple can essentially subsidize the cost of storage for their consumers because it’s so cheap and the value of keeping people locked into their system is so great for them. But in the enterprise, storage is critically important, so we had to give people lots of space, but what you pay for is the security, the platform value, the collaboration, and the integration into your enterprise, and this is where we can build differentiated technology instead of just being measured on how much storage we give you and at what price.

Who poses the biggest threat to your business?
Levie: I would say Microsoft knows the most about the enterprise of any of these players. Google has a phenomenal brand, but it’s getting to be a broader brand, because it’s everything from your wallet to your car to your TV to your phone. The other thing that gets lost in the entire conversation because Google and Microsoft and Apple are so aggressive about this space, is the big transition companies are going to do from Oracle, IBM, EMC, and a lot of these traditional enterprise infrastructure players. Because as these dollars, and as your computing goes to the cloud, it moves away from implementing on-premise systems. It’s not going to be that Dropbox or Apple or Google loses. It’s going to be a lot of the legacy systems that we were spending lots of money on. As the $290 billion enterprise software market moves to the cloud, an entire new landscape of players and vendors are going to be the beneficiaries of that, unless these legacy vendors really get their act together.

Exynos 5 Octa, flexible display enhanced with Microsoft vision et al. from Samsung Components: the only valid future selling at CES 2013

[5:30 – 5:39] of the video embedded in ‘Details’ section below:
Samsung Components [the proper name is Device Solutions Division, Samsung Electronics]: a $16B operation just for Q3 2012 alone.

WTF are 8 cores for? How the mobile battery will cope with that? And the fundamental (technical only) answers to both questions (objections) are:
[24:00 – 24:50] of the video embedded in ‘Details’ section below:
demo and illustration of the big.LITTLE
Warren East, CEO, ARM:

[24:57] It is providing roughly twice the performance of today’s leading edge smartphones at half the power consumption when running common workloads [25:07]

Add here just the following illustration in order to avoid the (unfortunately) quite typical misunderstanding of having 8 core in Exynos 5 Octa, when in fact there are 4 cores used for different workloads:

WTF is a flexible display for?
[48:53 – 54:00] of the video embedded in ‘Details’ section below:
How Microsoft is using Samsung components to enhance their solutions, Eric Rudder, chief technical strategy officer, Microsoft:

image
[51:37] We actually have a prototype of Windows Phone and how would look on one of those screens [51:41]
image

[51:41] And Microsoft’s vision is that sensors like Kinect combined with flexible, transparent and projected displays will bring us to a point when any object can be a Surface and can be a computer. I’d like to close with a short video from Microsoft Research which extends interactivity to every surface in your living room. Last year you’ve may seen some videos with precomputed projections. What we’re demoing today is both real-time and fully interactive. And while you may find it hard to believe the footage shown here is exactly what’ve appeared in the lab without any special effects being added. Some companies talk about reality distortion field we’ve actually built one. [52:32]

[52:35 – 53:20] IllumiRoom Projects Images Beyond Your TV for an Immersive Gaming Experience [MicrosoftResearch YouTube channel, Jan 8, 2013]

IllumiRoom is a proof-of-concept Microsoft Research project designed to push the boundary of living room immersive entertainment by blending our virtual and physical worlds with projected visualizations. The effects in the video are rendered in real time and are captured live — not special effects added in post processing. IllumiRoom project was designed by: Brett Jones, Hrvoje Benko, Eyal Ofek and Andy Wilson

[53:24] This is just a glimpse of what our future may hold in store for us. We’re excited that this technology can be used in many different ways: to enhance a TV or movie experience, or increase the reality of a flight simulator, or make educational scenarios more exciting. We look forward to our continued partnership with Samsung to deliver the next generation of devices and services. [53:49]


Details

<CES 2013 “warm-up” clips, worth to skip> [3:10]
<Gary Shapiro intro, might be skipped> [6:00]

Samsung Exynos 5 Octa & Flexible Display at CES 2013 Keynote [SamsungTomorrow YouTube channel, Jan 9, 2012]

Samsung introduced its Exynos 5 Octa, Green Memory Solution, Flexible OLED and Green LCD at CES 2013. This is the keynote speech of CES 2013 with the theme of ‘Mobilizing Possibility’ presented by Dr Stephen Woo, President of Device Solutions Business for Samsung Electronics. He talks on how Samsung’s innovative components technology has been bringing future into present at CES 2013.

Samsung Highlights Innovations in Mobile Experiences Driven by Components, in CES Keynote [Samsung press release, January 9, 2013]

Samsung’s President Introduces Broader Partnerships, New Products and the Possibilities They Enable

LAS VEGAS–(BUSINESS WIRE)–Samsung Electronics Co., Ltd., a world leader in advanced semiconductor solutions, today redefined the story of consumer electronics from its perspective beneath the surface of mobile devices at the 2013 International CES keynote address.

“When you want multiple applications to perform at their best, you want the best application processor currently available—the Exynos 5 Octa.”

Dr. Stephen Woo, president of System LSI Business, Device Solutions Division, Samsung Electronics, shared the company’s vision of “Mobilizing Possibility,” highlighting the role of components as the engine behind innovation across the mobile landscape. The keynote event illustrated possibilities that Samsung envisions offering through its component solutions, and introduced new products that will herald such expectations.

“We believe the right component DNA drives the discovery of what’s possible,” said Woo. “Components are building blocks—the foundations on which devices are built. We at Samsung’s component solutions are creating new, game-changing components across all aspects of devices.”

Guests from partnering companies, such as Warren East, chief executive officer, ARM; Eric Rudder, chief technical strategy officer, Microsoft; Trevor Schick, senior vice president, enterprise group supply chain procurement, HP; and Glenn Roland, vice president and head of new platforms and OEM, EA; also took part in the event, echoing Samsung’s mission to offer breakthrough products and create shared value (CSV) for both manufacturers and end-users.

Woo opened by presenting Samsung’s goal for Mobilizing Possibility that takes big ideas off the drawing board and brings them to life for end-users, especially in the areas of processing performance, energy-efficient memory solutions and display technology. He emphasized that the limitless possibilities presented by consumer electronics will be based on component innovations by the company.

Processing Power

The first of Samsung’s new products announced at the keynote was the Exynos 5 Octa, the world’s first mobile application processor to implement the ARM® big.LITTLE™ processing technology based on the Cortex™-A15 CPU. Following the Exynos 5 Dual, which is already on board of market-leading products such as the Google Chromebook and Nexus 10, the successor is the newest addition to the Exynos family of application processors.

“The new Exynos 5 Octa introduces a whole new concept in processing architecture…designed for high-end smartphones and tablets,” said Woo. “When you want multiple applications to perform at their best, you want the best application processor currently available—the Exynos 5 Octa.”

To expand on the big.LITTLE concept, Warren East, chief executive officer, ARM, joined Woo on stage and introduced the new technology that has just become available in silicon through the Exynos 5 Octa. Housing a total of eight cores to draw from—four powerful Cortex-A15™ processors to handle processing-intense tasks along with four additional Cortex-A7™ cores for lighter workloads—the application processor offers maximum performance and up to 70 percent higher energy efficiency compared to the previous quad-core Exynos.

Glenn Roland, vice president and head of new platforms and OEM, EA [Electronic Arts], helped Woo demonstrate the processing power of the Exynos 5 Octa by showing off one of EA’s latest 3D racing games, Need for Speed™ Most Wanted. Atop the reference device, the application processor delivered an elevated real-life gaming experience within the mobile platform, rendering stunning graphics performance and real-time response speed.

Green Memory Capabilities

As advanced processing power on mobile devices accelerates easier data creation by the masses, the mobile experience will increasingly become more dependent upon datacenters largely responsible for the proliferating data traffic. Growing in size and capacity, IT systems face challenges both in performance and power savings to secure sustainability moving forward. Memory devices, the main products for servers that make up these datacenters, can deliver substantial gains by adopting cutting-edge technology available from Samsung.

Woo pointed out that managing the power consumption in these datacenters have become crucial and that Samsung’s green memory solutions with solid state drives (SSD) and advanced DRAM (dynamic random access memory) are addressing this key issue with their powerful, yet energy-efficient processing capabilities. Compared to traditional datacenters that incorporate hard disk drives (HDD), server and storage solutions equipped with green memory pull the data processing speeds up six-fold while operating with 26 percent less electricity.

Display Technology

As components on the surface that interact directly with users, display solutions bring the technology advancements to life and make them tangible through the device interface. Woo presented the future possibilities of Samsung’s displays along with Brian Berkeley, senior vice president of Samsung Display. While crystal-clear picture qualities become a reality, the two Samsung speakers were pleased to share that the innovations do not sacrifice energy efficiency.

Woo and Berkeley described the 10.1-inch liquid crystal display (LCD) panel that is currently adopted by the Nexus 10. With a 2560×1600 resolution and 300 pixels per inch (ppi), the panel renders stunning picture qualities while consuming only 75 percent of the energy used in previous display solutions.

Using Samsung’s energy-efficient green LCD technology, the company is currently developing a 10.1-inch model that would lower power consumption even further by 25 percent, while offering equal resolution qualities as its predecessor.

Prototypes and real-life scenarios for Samsung’s line of flexible organic light emitting diode (OLED) displays were also showcased, promising various mobile application opportunities for consumer electronics manufacturers. Dubbed “YOUM,” the flexible display line-up uses extremely thin plastic instead of glass, making it bendable and virtually “unbreakable.” Berkeley featured a smartphone prototype equipped with a curved edge that showed contiguous content along the side of the device.

“Our team was able to make a high-resolution display on extremely thin plastic instead of glass, so it won’t break even if it’s dropped,” said Berkeley. “This new form factor will really begin to change how people interact with their devices, opening up new lifestyle possibilities … [and] allow our partners to create a whole new ecosystem of devices.”

One of Samsung’s partners that bring the company’s state-of-the-art components together is Microsoft, adding more layers of value to the final product with its software solutions, devices and services. Eric Rudder, chief technical strategy officer, Microsoft, took the complete ATIV family of devices as an example through which Samsung’s component solutions and Windows 8 together present new potential in user interfaces. Rudder reported that Microsoft Research has been continuing its work on next-generation display technologies, enabling new modes of human-computer interaction.

Possibility for All

Creating a better world with its resources is one of Samsung’s core values. Samsung’s flagship corporate social responsibility initiative, Samsung Hope for Children, was launched in this spirit, through which the company provides its products, expertise and financial support to tackle the needs of children around the world for education and healthcare. Woo emphasized that Samsung’s innovation in components share the same thread as a driver that truly mobilizes possibility without boundaries or barriers.

“When [Samsung’s] technologies harmonize, amazing things happen. Advances in components are giving rise to a whole new era of possibility,” said Woo. “At Samsung, we are passionate about Mobilizing Possibility. Not just for the privileged few, but possibility for all.”

For more information about Samsung’s 2013 International CES keynote, visit www.samsung.com/2013ceskeynote or www.samsungces.com.

About Samsung Electronics Co., Ltd.

Samsung Electronics Co., Ltd. is a global leader in consumer electronics and the core components that go into them. Through relentless innovation and discovery, we are transforming the worlds of televisions, smartphones, personal computers, printers, cameras, home appliances, medical devices, semiconductors and LED solutions. We employ 227,000 people across 75 countries with annual sales exceeding US$143 billion. Our goal is opening new possibilities for people everywhere. To discover more, please visit www.samsung.com.

ARM TechCon 2012 – Warren East, CEO ARM Keynote [ARMflix, Nov 2, 2012]

Warren East, CEO of ARM gives industry keynote at TechCon 2012 Presentation Title: Low-Power Leadership for a Smarter Future

More essential details:
Cortex-A7 OR Low-Power Leadership for A Smarter Future – The Legend of ARM Cortex-A7 [USD 99 Allwinner, Jan 7, 2013]
Fast 3d party IP OR the external Intellectual Property which makes Allwinner’s unprecedented pace of further next-gen SoC introductions possible despite of the company size of only 500 employees [USD 99 Allwinner, Dec 28, 2012]
Samsung Exynos 5250 [Dec 6, 2011]
– for Samsung semiconductor foundry operation: see inside the Qualcomm’s critical reliance on supply constrained 28nm foundry capacity [this same ‘Experiencing the ‘Cloud’ blog, July 27 – Nov 13, 2012]
Intel targeting ARM based microservers: the Calxeda case [this same ‘Experiencing the ‘Cloud’ blog, Dec 14, 2012]
Intel’s biggest flop: at least 3-month delay in delivering the power management solution for its first tablet SoC [this same ‘Experiencing the ‘Cloud’ blog, Dec 20, 2012]

Windows RT must work with more chips to take off, ARM CEO says [CNET, Jan 9, 2012]

LAS VEGAS — Microsoft’s newest operating system that runs on cell phone chips is off to a slow start, but it’s only a matter of time before it gains more traction, the chief executive of chip technology designer ARM Holdings said.

Warren East, speaking today in an interview with CNET at the Consumer Electronics Show in Las Vegas, said that for that to happen, Microsoft needs to make its software, dubbed Windows RT, work with more ARM-based processors. He said it eventually will do so, but it’s unclear when that will be.

Currently, Windows RT runs only on Qualcomm and Nvidia chips (it also used to work with Texas Instruments’ processors, but that company decided to move away from providing chips for mobile devices). And only four PC makers ultimately built Windows RT products.

“If Microsoft wants to benefit from the ARM business model and the ARM world, then they’ll have to support multiple players,” East said. “Otherwise, there’s no real advantage for them in working with ARM.”

East today noted that when Microsoft first started talking with ARM about making a tablet/PC operating system that works with its processors, Microsoft wanted to work with only one ARM-based chip partner.

“We said, ‘no, no, you need to work with a few, because we have found over the years it helps to work with a few, or otherwise you end up getting too channeled into the requirements of one customer,” he said.

Microsoft Research at CES: IllumiRoom [Next at Microsoft blog, Jan 9, 2013]

Earlier this morning at CES, Eric Rudder, Microsoft’s Chief Technology Strategy Officer, joined the Samsung keynote to share Microsoft’s vision for extending computing interactions to any surface in your home. This wasn’t a product launch but I’m excited by the potential shown in the research that we shared.

Imagine a space like your kitchen or a classroom achieving that same level of interactivity as your phone – this will happen through a combination of embedded devices and sensors such as Kinect for Windows. Our research demo only covers educational and entertainment scenarios but the possibilities are endless.

It’s rare for a company to pull back the curtain and share research in such raw form at the world’s largest technology tradeshow. However, we think it’s vitally important to get the next generation of students excited about Computer Science – and what better way than to show off research that makes gaming more fun! 

While magicians never share their secrets, researchers have to publish, so, a bit of explanation about the demo is in order. You may have seen interesting 3D-mapped projections over the past few years – Microsoft partners like Nokia and Samsung have both used pre-rendered footage in recent marketing efforts. What’s new in this work is that our researchers used Kinect for Windows to map the room in real-time in order to make projected illusions fully interactive. Most importantly, the effects shown in the video were captured live as they appeared in the living room environment and are not the result of special effects added in post processing.

For more on the science behind this demo, check out the MSR IllumiRoom project site from Hrvoje Benko, Andrew Wilson, Eyal Ofek, and Brett Jones – they’ll have more to come at CHI 2013 in April.

IllumiRoom: Peripheral Projected Illusions for Interactive Experiences [Microsoft Research, Jan 9, 2013 ]

image

IllumiRoom is a proof-of-concept system from Microsoft Research. It augments the area surrounding a television screen with projected visualizations to enhance the traditional living room entertainment experience.

IllumiRoom uses a Kinect for Windows camera and a projector to blur the lines between on-screen content and the environment we live in allowing us to combine our virtual and physical worlds. For example, our system can change the appearance of the room, induce apparent motion, extend the field of view, and enable entirely new game experiences.

Our system uses the appearance and the geometry of the room (captured by Kinect) to adapt the projected visuals in real-time without any need to custom pre-process the graphics. What you see in the videos below has been captured live and is not the result of any special effects added in post production.

Stay tuned for more information and a paper explaining all the details coming up at ACM CHI 2013.

Dell Latitude 10: Windows 8 Clover Trail (Intel Z2760) hybrid tablets from OEMs

The new Dell Latitude [10] tablet [Exclusive24x7News YouTube channel, Dec 11, 2012]

The video was originally produced for Dell Latitude gets things done [by STUART KENNEDY in the The Australian IT, Dec 11, 2012]:

SITTING next to Apple’s sleek iPad 4, the new Dell Latitude 10 tablet looks a little drab and portly, a bit like a middle-aged bizoid squaring up against a twenty-something fitness fanatic.

But if you want to actually get something done, rather than just looking good running around the block, the homely Dell has it all over the Apple product in many ways.

The Latitude 10 is one of a new breed of tablet that can run Microsoft’s Windows 8 Pro operating system and all the enterprise friendly bits and pieces that bring a smile to the chief information officers who run large fleets of computing gadgets.

These include business-grade security and device management and easy access to virtual private networks, as well as a three-year warranty and the promise of being able to sweat the asset for much longer than a typical consumer tablet, like an iPad.

With its Intel processor, the Latitude 10 tablet can also run the software developed for previous versions of Windows, including Microsoft’s own Office productivity suite and the legions of Windows-based business applications.

While Apple has purposefully left out USB ports and memory card slots from its tablets so that you cannot expand the iPad’s memory and are locked into Apple’s model price points on differing memory capacities, the Latitude 10 has a full-sized USB port and an SD card slot for memory expansion.

The Dell Latitude 10 Windows 8 tablet and a slew of forthcoming Windows 8 tablets from Asus, Acer, Fujitsu and others use the new Intel Atom Z2760 Clover Trail chips. This dual core silicon engine runs at 1.8 Ghz and uses a PowerVR SGX 545 for graphics, clocked at a speedy 533Mhz.

The Clover Trail Intel chip used in the Dell Latitude 10 is Intel’s first big push into the modern tablet chip market and it’s a lot quicker and a lot less power hungry than the old Intel Atom chips that powered the cheap netbook PCs that have taken such a hit from the advent of tablets.

As a guide, I benchmarked a 2010 model, HP 5102 netbook powered by a single core, 1.66 Ghz Atom N450 chip.

Under the PCMark 7 test, the HP knocked up a score of just over 500 PCMarks. The Latitude 10 showed almost triple the grunt, churning through the benchmark in just over 1400 PCMarks.

In use, the review Latitude 10, which ran Windows 8 Pro, was quick and fluid as it wrangled Microsoft’s new tile-centric Windows 8 operating system.

I would snap quickly from desktop mode to the Start screen, would load Word in Office 2010 in a couple of seconds and would play HD movies and snack-type games such as Pinball FX2 without a stutter.

Given its potential as a laptop replacement tablet, the Latitude screams out for a combined keyboard and cover, like the nifty, snap-on, snap-off keyboard cover for Microsoft’s Surface RT tablet.

Strangely, Dell doesn’t sell such a cover but there is a docking stand for desktop use that adds four USB ports, ethernet, and a full size HDMI port into which you could plug a desktop keyboard and mouse.

The Latitude 10 should last a while. It’s built on a magnesium alloy frame, the screen is Gorilla Glass and the case is made from a pleasingly grippy material.

The 10.1-inch, 1366-pixel by 768-pixel 10-point multi-touch display lacks the wow factor of the pretty, 2048×1536 pixel panel on the latest iPad. It’s just a workmanlike display and the first thing I would spruce up on the next series of Dell tablets.

But arrayed around the Latitude 10 is all the connection stuff you don’t get with an iPad, such as a full-sized USB 2.0 port that should be able to handle any USB gadget that has a Windows driver, from keyboards to USB hard drives.

There’s a mini HDMI port for pushing presentations out on to a big screen and the 64GB of memory can be augmented in a snap via the full-size SD card slot.

A trusted platform module guards against data theft and the removable battery means long-haul road warriors can swap in a spare if they are getting low on juice and battery failure no longer means a trip to the repair shop.

The flush fitting, 30-watt-hour two-cell battery can be swapped for an optional, bulkier four-cell unit serving up 60-watt hours.

We got about 8.5 hours out of the two-cell battery running continuous video with the screen at full brightness and all radios on.

There’s a meaty, 8-megapixel rear-facing camera, with LED flash that can shoot 1080p HD video and a 720p front-facing camera.

How does the Intel silicon Dell stack up against the Microsoft Surface RT and its Arm-based innards?

I found the Dell quite a bit quicker than the Surface RT in real-world performance.

Application load times, from a fresh power start, where I pitted Windows RT code apps downloaded from the Microsoft Store against their Windows 8 counterparts from the same store, saw the Dell beat the Surface RT every time.

The Surface RT would take over six seconds to load Microsoft Word whereas the Latitude 10 would do it in less than three seconds.

Loading the Pinball FX2 game took 28 seconds on the RT and 24 seconds on the Dell; ditto the Jetpack Joyride game, which loaded in 27 seconds on the Surface and 22 seconds on the Dell.

When it comes to getting down to business, the Latitude 10’s target audience, the Dell machine has it all over the Surface in terms of enterprise grade security, compatibility with the mass of Windows software and probably ruggedness, although time will tell on that score.

Unfortunately, all the business-class stuff means a biz-class sticker price. The Latitude 10 begins at $899 [US$ 947]. Add in $125 [US$ 132] for 3G cellular connectivity, another couple of hundred for Microsoft Office, another $200 [US$ 211] for the dock and more again for a keyboard case and you are well over a grand.

PRICE: from $899. [US$ 947]
[in Australia, the version with Windows 8, 2GB RAM, 64GB SSD]
RATING 7.5/10

The official product video: Dell Latitude 10 Tablet with Windows 8 [DellVlog YouTube channel, Nov 15, 2012]

The business focused Latitude 10 supports Windows 8 touch and legacy Windows applications, and features two user-replaceable battery options. http://www.dell.com/latitude

Using Microsoft Surface as the point of reference for every 3d party hybrid on this blog, let’s see next a detailed comparision of the Dell device with the Surface:

image
Source: Dell Latitude 10 product page, data sheet and the Australian review article copied above.

Wistron of Taiwan Exclusively Supplies 10-inch Tablet to Dell [CENS, Dec 17, 2012]

Dell Computers’ CEO Michael Dell recently indicated that PCs and tablet PCs equipped with Windows 8 are in high demand. An industry source revealed that Dell’s 10-inch tablet Latitude 10 will be exclusively supplied by Taiwan’s major NB contract manufacturer Wistron Corporation, which will ship over 500,000 units in the fourth quarter. Dell is also predicted to be the world’s largest supplier of servers within a few seasons.

Dell’s major Taiwanese contract suppliers Compel Electronics Inc. and Wistron are expected to remarkably benefit from the firm’s optimism towards Windows 8 products.

Dell’s Latitude 10 tablet has been launched in North America and will be released in other markets gradually in the first quarter of 2013, for which orders have been secured by Wistron into the first quarter of next year.

A representative of Wistron estimates that the firm’s tablet PC shipments will reach 2.5 million units in 2012, and as high as six million units in 2013 due to increasing customers.

Dell has also announced to quit the smartphone market. The firm’s consumer sales manager Jeff Clarke [see below on the cover picture of the embedded video] noted that Dell will not tap the said market in the near future.

Moreover Dell quit the Android tablet market as well. See this report referring to the same person, Jeff Clarke:
Dell Quits Smartphone Business Globally, Drops Android [Forbes, Dec 12, 2012]

Dell is definitely pulling the plug on the smartphone business, globally. A tough decision, leaving a market that is expected to reach $150.3 billion in 2014, according to MarketsandMarkets.

However, Jeff Clarke, the head of Dell’s consumer business, confirmed yesterday at the Dell World conference, that there’s no way they’ll jump back into the ring anytime soon. “It needs a lot of investments to really be successful,” told me Clarke.

Earlier this year, the Round Rock, Texas-based computer company stopped selling its mobile devices in the U.S. Although some could still be found in China where Dell hoped to continue. But that’s all over now as well.

Dell’s new Mobile Strategy: Windows tablets!

Now in the 5th year of its “transformation,” Dell’s mobile strategy looks very much like it was before its push in the consumer business and the adoption of Google‘s Android system for most of its mobile devices (Streak, Aero, Thunder).

“It’s a content play with Android. Amazon is selling books and Google is making it up with search. So far we couldn’t find a way to build a business on Android,” added Clarke. But I’m sure Samsung would disagree.

So for Dell, it’s back to the future, I mean Microsoft with its latest tablet family, the XPS10, XPS12 and Latitude 10, all running Windows 8 or Windows RT. “It doesn’t mean we’re not looking at Android. You should come and see what’s in our labs.” An offer that I can’t refuse. Let’s set up a time and date!

These things are even more clear from: Dell World [2012] Influencer Panel Highlights – December 11, 2012 [DellVlog YouTube channel, Dec 11, 2012]

Highlights from the Dell World Influencer Panel and Q&A with Michael Dell and Dell’s Executive Leadership Team held December 11, 2012 live from Austin, TX. Join the conversation on Twitter via #DellWorld.

The Dell wants to be more than your box provider post from The Register summarizes the above [Dec 12, 2012] as:

The executive roundtable was a way to introduce some of the new faces of Dell to customers and partners, with just about everybody but Dell, the man, and [Steve] Felice [Dell co-president and chief commercial officer], who joined Dell in 1999 from third-party tech support firm DecisionOne, and Jeff Clarke, vice chairman and co-president in charge of global operations and end user computing, being the old Dell hands.
Marius Haas, president of the cross-group Enterprise Solutions (gulp!) group, just came aboard this year after a short stint at private equity firm KKR and a long career at rival HP. John Swainson, who runs Dell’s Software Group, is a long-time IBMer who turned CA Technologies around. After the surprise resignation last week of long-time EDS executive Steve Schuckenbrock, who has been at Dell since 2007 and who has run its Services and then its Large Enterprise groups, Suresh Vaswani is the new president of the Services group and was formerly in charge of Dell’s Indian services group; before that, he was the co-CEO at Indian services giant Wipro. The consensus on the street seems to be that Schuckenbrock wants to be a CEO, and it ain’t gonna happen at Dell. (There could be some openings up at HP.)
The opening of Dell World was also a way to toss out some more statistics. Dell says that it has presence at 95 per cent of the Fortune 500, and that more than 10 million small and medium businesses rely on its solutions (gulp!) and services (okay, new rule, when Dell says services, you have to pay the person to your right $5.) Dell also has something on the order of 115,000 partners, with about 650 of them showing up at Dell World to get the inside track.
The execs were also put on the spot to answer questions, and Dell, the man, was asked about what he thought about the future of the PC business, something on the minds of both HP and Dell these days and not something that IBM is worried about much these days. (IBM is more worried about the future of systems and services, and it will have its own issues here, fear not.)
“We spend a lot of time talking about this and working and working on it together,” Dell said, referring to his collaboration with Clarke. “We’re quite optimistic about Windows 8. You’re going to hear over the next few days about a broad set of products. Think about a product like Latitude 10, which is a thin, light tablet that also docks to become a full workstation – totally secure, works with all of the other Windows things that a customer have, runs Microsoft Office, and has a USB port, and so on.
“That’s the kind of product that really excites out customers and helps address some of the challenges that exist. We think the touch experience is incredible. We have this stunning 27-inch, quad HD display with our XPS27 all-in-one. We think we are seeing a real revolution in the PC.”
Clarke was more adamant: “We still believe that the PC is still the preferred device to do work, to drive productivity, to create. I look at the long-term prospects of the PC business and I am very optimistic; 85 per cent of the world’s population has a PC penetration rate of less than 20 per cent. I look at the middle class as it grows over the next 20 years from 1.8 billion people to 4.9 billion people, and I see the opportunity there. I look at the number of small businesses that we sell to today, and the creation of small businesses continues at an unprecedented rate and serving that with PCs is still a huge opportunity for the company.”

So Dell is not the PC company as before. Its Dell Evolves the PC: Combines Leading Design With Security, Manageability and Reliability [Dec 12, 2012] is clear about that:

  • New line up of devices featuring Touch functionality combine inspired design with advanced features
  • Advanced security and flexible management options that meet the most rigorous demands of enterprise IT departments and consumers alike
  • Users benefit from secure and convenient anytime, anywhere access to work and personal content
Dell today detailed its strategy for developing and deploying PCs that enable new user experiences while also meeting enterprise IT demands around security, manageability and reliability. The company recently introduced a completely redesigned portfolio of personal computing devices, services and solutions that let people move easily between work and personal applications. The devices also help enterprise IT departments deliver solutions that enable personal productivity while also protecting sensitive corporate data.
New Client Devices
Dell has recently introduced a completely redesigned platform of new commercial and consumer tablets and PCs that combine a consumer-friendly aesthetic with advanced business client functionality. These new form factors were created to capitalize on the advances in new operating systems such as Windows 8 and make touch computing available to more end-users than ever before.
“As one of the world’s largest and most successful companies, General Electric maintains a diverse set of technology solutions to address the needs of our global workforce,” said John Seral, senior vice president and chief information officer at GE Energy. “This diversity creates security and management challenges for IT, especially when new operating systems and software packages are considered. That’s why GE is excited to work with Dell and use its XPS product line for our enterprise needs. The design is attractive and something our employees are proud to carry around and the security benefits make IT’s lives much easier. Simplification is a major focus at GE and reducing operating system variance from Microsoft Windows is helped by the XPS platform that is sleek and light.”
The new devices recently introduced by Dell include the:
    • Latitude 10Dell’s first business-class tablet that takes advantage of the latest advances in touch-enabled applications and fits easily into current IT environments by supporting existing Microsoft productivity applications and plugging into existing management consoles;

    • Latitude 6430u – a 14-inch notebook that strikes the balance between aesthetic appeal and corporate needs to be the most manageable and secure Ultrabook thanks to Dell’s unique vPro extension. The Latitude 6430u is backed by extensive world-class service and support;
    • XPS 10 – a tablet that delivers laptop-like productivity so users can fluidly transition from work projects to their personal pursuits. The XPS 10 is powered by Microsoft Windows RT and dual-core ARM architecture; and,

    • XPS 12 – a convertible notebook that combines the performance of an Ultrabook with the ease-of-use of a tablet into a single device with a leading edge touch experience. The innovative form allows users to quickly shift from work to play and back.
      “There are two key requests we are hearing from customers,” said Sam Burd, vice president and general manager Personal Computer Product Group. “The first is they want to simplify the computing experience for their organization, which means providing fewer or lighter devices to employees. Secondly, and even more important, they still require security and manageability. Dell’s new portfolio of PCs announced this fall and upcoming devices previewed this week at Dell World help them do both.”
      Bring Your Own Device
      Dell continues to empower businesses to embrace “bring your own device” (BYOD) and is helping companies gain a competitive advantage. As a result, the company has enhanced its offerings to meet both end-user and IT department requirements.
      “BYOD is growing in popularity with both businesses and users and is becoming a reality in many environments – both large and small,” said Bob O’Donnell, program vice president, clients and displays, IDC. “This creates a whole new set of challenges for IT which needs to strike balance between end-user preferences, productivity and IT control. Dell’s setting sights on both audiences as evidenced in its current Windows 8 lineup, and the services and solutions along the continuum tailored for IT.”
      Solutions and Services
      In addition to being designed to satisfy the most demanding user, the new devices from Dell can serve as the foundation to complete, adaptive solutions that allow IT departments to support BYOD. Today, Dell offers end-to-end solutions that combine compelling hardware with state-of-the-art services to help protect critical company data on a variety of platforms and devices including those operating on Windows, iOS and Android, thereby enabling companies to better manage a diverse, heterogeneous device topology.
      In order to help companies manage the multitude of devices on their network while keeping them secure from external threats, Dell has introduced a suite of complementary offerings:
        • Dell Wyse Cloud Client Manager is a recently introduced SaaS offering that integrates mobile device and mobile application management functionality with additional capabilities such as thin and zero client management and the ability to manage end-user access to corporate content and apps from any device. It enables IT departments to securely manage company and user-owned devices alongside end-user access to company applications and content without the burden of ongoing solution installation, updates and maintenance.
        • Dell Data Protection | Encryption is an intelligent file-based encryption solution that protects data on laptops and desktops, as well as external media, in case of loss or theft. It complies with highest level US government security standards and meets U.S. Federal Information Processing Standard (FIPS) 140-2 certification for data encryption.
        • Dell KACE this week announced a limited release of its new K3000 Mobile Device Management Appliance that extends systems management capabilities to enforce security policies for both corporate and personal mobile devices running on both iOS and Android operating systems. Integration with the K1000 System Management Appliance provides IT with a powerful, integrated, easy-to-use solution to accurately track, monitor and manage desktops, laptops, servers and mobile devices more efficiently
          About Dell
          Dell Inc. (NASDAQ: DELL) listens to customers and delivers innovative technology and services that give them the power to do more. For more information, visit www.dell.com.

          Marko Ahtisaari from Nokia and Steven Guggenheimer from Microsoft on the Internet of Things day of LeWeb Paris’12

          Marko Ahtisaari: From the HERE location cloud, through design (principles) and new Lumia 620 announced, to the Internet of (Small) Things, or Nokia’s vision for IoT [leweb YouTube channel, Dec 5, 2012]

          – [02:20] Now the Internet is everywhere around us on the multitude of devices.
          – [02:40] We move forward … to an Internet of ten, twenty, thirty, forty smaller things that are on, in around us that are all connected to the Internet
          – [03:48] So what kind of world we do want to have as we go forward is something where the technology allows us to reach each other remotely but doesn’t get in the way of human interaction and in that connection with the environment that we have every day. So that’s the first, I think, important shift when you’re talking about the Internet of Things. But the other, equallly important , is a return to the significance of place.
          – [04:50] Now as we look at these devices that are increasingly packed with sensors, we know that they are aware and they know where they are. And all of these ten, twenty, imagethirty, forty things that we will have, on us, with us, will be located in a place. And to take advantage of that, to use location, if you like, as a lens for our activities and the experience we make, you need a digital model of the real world. And that’s what we’re building with what we have just recently recently announced as the HERE location cloud. [05:27]
          [see:
          Nokia redefines digital map landscape by introducing HERE as new brand for its location and mapping service [Nokia press release, Nov 13, 2012]
          – HERE. City and Country Maps – Driving Directions – Satellite Views – Routes.
          – HERE.
          Developer Site.]
          – [05:34] A real-time digital abstraction of the world, we call it HERE.
          <from this on you should better watch the video about HERE>
          – [10:08] <talk about design, you should watch as well> [10:55] The role of the architect and designer is to give a gentler structured life. The way I interpret that is that you focus on those things the people do fifty to hundred times a day, and you make them better. [11:10] <talk about design principles, continued now for Nokia smartphones> [14:06]
          – [14:08] <talk about the new Lumia 620 announced on the scene> [19:45]
          – When do you think the Internet of Things will be a reality?
          [21:00] What you’re seeing now is the startups here are in the forefront. I think the key thing is to establish things that do one or two or three things, and do them extremely well. And for that we have these products here today. [21:28

          Marko Ahtisaari, Executive Vice President, Design, Nokia… and introducing the brand new entry-level Lumia 620 as the manifestation of that Internet of SMALL Things as compact

          Detailed information about the three subjects of his talk (or closely related), on my blog:

          Nokia HERE Maps for everything, for FireFox OS in a strategic partnership with Mozilla [Nov 13, 2012]
          The Where Platform from Nokia: a company move to taking data as a raw material to build products [April 7, 2012]
          Nokia’s Lumia strategy is capitalizing on platform enhancement opportunities with location-based services, better photographic experience etc. [Jan 12 – April 27, 2012]
          I WILL ADD TO THAT NOW:
          Nokia HERE by Michael Halbherr [JB Su YouTube channel, Nov 15, 2012]

          Nokia Design direction [Aug 1 – Oct 31, 2012]
          Best practice industrial and user experience design – Nokia and Microsoft [Dec 17, 2011 – Jan 31, 2012]
          Designing smarter phones–Marko Ahtisaari (Nokia) and Albert Shum (Microsoft) [Nov 23, 2011]
          Nokia N9 UX [?Swipe?] on MeeGo 1.2 Harmattan [June 24, 2011 – Aug 10, 2012]
          Nokia to enter design pattern competition for 2011 smartphones with MeeGo [Dec 9, 2010 – Jan 31, 2012]
          – my detailed companion post on Lumia 620 giving also comparison with other WP8 Lumias: High-volume Nokia Lumia superphones with Windows Phone 8 extended on the top for China, and on the entry level needed for Asia and Middle-East as well [Dec 5, 2012]
          Unique differentiators of Nokia Lumia 920/820 innovated for high-volume superphone markets of North America, Europe and elsewhere [Sept 6 – Nov 13, 2012]
          Less focus on feature phones while extending the smartphones effort: further readjustments at Nokia [June 25 – Aug 9, 2012]
          Nokia Lumia (Windows Phone 7) value proposition [Oct 26-28, 2011]

          + Nokia under transition (as reported by the company) [March 11 – 30, 2012]

          + Regarding the new products below the Windows Phone 8 based Lumias (Lumia 620 … Lumia 920) see:
          With Asha Touch starting at $83 and Lumia at $186 Nokia targeting the entry-level and low-end smartphone markets–UPDATED [Dec 19, 2012] new entry prices and Lumia 505 (? $220 ?) with AMOLED ClearBlack and Gorilla Glass [Nov 1 – Dec 19, 2012]

          france3 TV station put three questions to Ahtisaari after his keynote which shed more light on what is the connection of those things he was talking about to the subject of the Internet of Things:

          Three questions to Marko Ahtisaari, Executive Vice President of NOKIA, and responsible for the Design 1. How the connected objects changed your life? 2. What is the connected object which you dream? 3. What will be your news in the next 12 months? Trois questions à Marko Ahtisaari, vice-président exécutif de NOKIA, et Responsable du Design 1. Comment les objets connectés ont-ils changé votre quotidien? 2. Quel est l’objet connecté dont vous revez? 3. Quelle va etre votre actualité dans les 12 prochains mois?

          Strangely (or not, if taken otherwise) I could not find any written reports on the web about the HERE, the talk on design, only for the Lumia 620 announcement by Ahtisaari:

          From The Australian report:

          “It is a performance device in a compact package,” he said.

          … the device does support Near Field Communication, which makes it possible for users to transmit data merely by tapping their phones or waving them near terminals equipped with the technology.

          According to Mr Ahtisaari, when the phone goes on sale in January it will retail for $US249 ($238) before tax or subsidy. It will launch into the Asia Pacific region, the Middle East and Africa, before coming to Europe later.

          “When we designed the Lumia family, we knew there was an opportunity for a more compact product,” he said. “But it still has the solid products like the camera and the signature apps we have developed like Maps, Drive, City Lens.

          “We wanted something that was a bit more playful in a market that is essentially grey or black or white rectangles. We are introducing choice.”
          The phone sits nicely in the hand and the high-colour gloss finishes have a richness which Mr Ahtisaari said was achieved by overlaying a translucent layer on top of an opaque layer.

          From CNET report:

          Marko Ahtisaari, Nokia’s executive vice president of design, put the new colors front and center as he unveiled the phone at the LeWeb conference here.

          The phone comes in base colors, but using Nokia’s “dual shot” approach, transparent but colored covers that form new color combinations.

          “With the 620, we wanted to introduce some bold blends,” Ahtisaari said. “We use a technique called dual-shot application of color, with an opaque layer underneath then a translucent layer above.” A yellow base becomes lime green with a cyan cover and orange with a red cover, for example.


          Steven Guggenheimer: pretty clear Microsoft vision coming out of his discussion at LeWeb as:

          – Huge ecosystem is the major attraction for partners
          – Consistent UI across devices with choice in price, form factors and personalisation

          CHOICE is indeed a unique proposition of Windows 8 for end-users, as it was well demonstrated (here just in form factors) by Microsoft on another event, the Gadget Show Live Christmas in UK (Dec 1, 2012). And keep in mind that this is just the beginning.

          – Continuity in innovation while running an app on all those seemlessly
          – Relieve HW manufacturers of the pretty painful extra SW work and bring more vendors to operators than just Apple and Samsung (even if Samsung will jump on the Windows bandwagon in full, in addition to Android) to select from, in particular Nokia as a big player
          – CIOs getting cool devices that fit into enterprise IT in terms of security etc., while might be offered as real alternatives to iOS/iPad and Android devices to the end-users in terms of consumerization of IT
          – Developers reusing their skills in the world of Windows embedded for IoT as well
          – While Steven Sinofsky is a phenomenal visionary and shipper, one who ships products, but there is a great bench of executives, Julie Larsen Green, John DeVaan …, so the team is still there to continue on
          – Enabling the digital world globally by serving the fastest growing markets of the developing world as well

          Steven Guggenheimer, Corporate Vice President, Developer & Platform Evangelism Group, Microsoft & David Kirkpatrick, Founder & CEO, Techonomy Media. Questions from Kirkpatrick were: 1. [02:57] Why should we care about Microsoft and Windows? 2. [05:26] What is the case that you can really have a better phone, a better tablet than what Apple is making , and what Google is making and licensing? 3. [07:12] What is the most amazing stuff we are going to see as consumers, as employees on these phones and tablets, that we can’t do on the other products? What is the differentiated selling proposition? 4. [09:19] What is the next phase beyond the little rectangle of glass we carry on in or pocket? 5. [11:36] The trade-off required from the HW vendors for this, does it frustrate them, or you feel they can be completely fine with it? … with some going with Android … Samsung we have seen making big-big play on Android. 6. [13:04] How big of a potential partner is Samsung for you? … [13:45] Presumably there is a huge opportunity for you guys … to get a swing in effect. 7. [14:50] Operators might want a third choice [vs. Apple and Samsung only] but if Windows 8 starts to really take-off … Samsung will just go right there and that does not really help the operators in that respect. [Your opinion?] … [15:35] Operators in a way are key ally for you. 8. [15:55] CIOs are clearly another huge ally of yours. … Tell us a few of the reasons why. 9. [17:30] How is IoT fit into Windows 8 pitch? 10. [19:40] What does it [Sinofsky being forced out] do to the shape of Microsoft? What was your reaction to Sinofsky leaving? How big the deal is it for the company? 11. [20:58] How do you think about global and the developing worlds’ importance in terms of what you are doing?

          Detailed information about the subjects of this discussion (or essentially related, as that of Intel), on my blog:
          Boosting both the commodity and premium brand markets in 2013 with much more smartphones and tablets while the Windows notebook shipments will shrink by 2% [Nov 20, 2012]
          Giving up the total OEM reliance strategy: the Microsoft Surface tablet [June 19 – July 30, 2012]
          The future of Windows Embedded: from standalone devices to intelligent systems [March 9-29, 2012]
          Steven Sinofsky, ex Microsoft: The victim of an extremely complex web of the “western world” high-tech interests [Nov 13, 2012]
          Microsoft Surface with some questions about the performance and smoothness of the experience [Nov 12, 2012]
          Microsoft Surface: its premium quality/price vs. even iPad3 [Oct 26, 2012]
          Microsoft Surface: First media reflections after the New-York press launch [Oct 26, 2012]
          ASUS: We are the real transformers, not Microsoft [Oct 17, 2012]
          Urgent search for an Intel savior [Nov 21, 2012]
          Intel Haswell: “Mobile computing is not limited to tiny, low-performing devices” [Nov 15, 2012]
          Can VIA Technologies save the mobile computing future of the x86 (x64) legacy platform? [Nov 23, 2012]
          AMD 2012-13: a new Windows 8 strategy expanded with ultra low-power APUs for the tablets and fanless clients [Feb 3, 2012]
          BUILD 2012: Notes on Day 1 and 2 Keynotes [Oct 31, 2012]
          Acer Iconia W510: Windows 8 Clover Trail (Intel Z2760) hybrid tablets from OEMs [Oct 28, 2012]
          NOOK Media LLC: the finalization of the strategic joint venture between Barnes & Noble and Microsoft [Oct 6, 2012]
          The cloud experience vision of .NET by Microsoft 12 years ago and its delivery now with Windows Azure, Windows 8/RT, Windows Phone, iOS and Android among others [Sept 16-20, 2012]

          I searched the web for reports on that discussion and attributed that to the questions shown above. It’s quite typical that there were only two reports, the TechCrunch one just simply copied in quite a number of others. As you could see these two reports are also just focusing on certain questions and also reporting on them in a kind of distorted/biased way. So I will recommend read once again my concise summary of the microsoft vision as truly represented by Guggenheimer and watch the video record as well (if you have not done so yet).

          Here is what I’ve found:

          1. [02:57] Why should we care about Microsoft and Windows? 
          TechCrunch’s summary of the answers:

          Starting off the discussion, Kirkpatrick noted how Microsoft is still unsurpassed in the enterprise and how its successes like Xbox and Kinect reflect on the company’s strengths. At the same time, though, many people remain very skeptical about the company’s future – especially in the startup and developer community. Asked about why we should care about Microsoft and Windows 8, Guggenheimer noted that the company’s scale, including the millions of PCs that are expected to sell next year, make it an interested target for developers. He also stressed how the Windows store charges developers less than most other stores (especially for developers with sales over $25,000) and offers them access to a broader hardware ecosystem and access to significantly more eyeballs than other platforms.

          memburn’s summary of the answers:

          In one word: “opportunity.” Guggenheimer confirmed that some 1500 devices have been certified for Windows 8 already… and it only launched in October. The potential for growth is massive. Users can upgrade from older versions of Windows or buy a new device: and Windows 8 runs on tablets, laptops, desktop computers and smartphones. Whether the adoption curve will really spike as high as Microsoft hopes it will remains to be seen, but this is a key point for major app developers: they won’t build for a platform that no one is using, or for one where they can’t guarantee the best possible experience for their users.

          Guggenheimer says that if developers want hundreds of millions of devices to have the potential to access their apps, Windows 8 is the way to go. He also stressed the flexibility of the company’s system. For example, developers can use Microsoft’s engine to accept payments from users, or they can use their own.

          2. [05:26] What is the case that you can really have a better phone, a better tablet than what Apple is making , and what Google is making and licensing?
          3. [07:12] What is the most amazing stuff we are going to see as consumers, as employees on these phones and tablets, that we can’t do on the other products? What is the differentiated selling proposition?
          TechCrunch’s summary of the answers:

          Kirkpatrick pushed Guggenheimer to explain why Microsoft’s products are better and why developers – and consumers – should care. Guggenheimer took the standard Microsoft line here and argued that the company’s new products like Windows 8 and Windows Phone 8 offer a more personalized experience (he was clearly referring to the live tiles here) and a broader choice of form factors and price points than its competitors. It’s clear that for Guggenheimer, who previously focused on hardware, after all, the wide variety of hardware devices in the Windows ecosystem is a major selling point. This holiday, he said, will be interesting, but we will see thousands of devices in all kinds of sizes and designs by next year.

          memburn’s summary of the answers:

          “For the individual, it’s the personalised setup,” said Guggenheimer. There is a “constantly updating customised screen”, a number of devices at a range of price points and the choice of more and more phones, tablets, laptops and desktop computers. “Give hardware manufacturers a year with Windows 8, and you’ll see hundreds of thousands of devices,” said Guggenheimer.

          While the devices come in every shape, size and colour, he said they have one thing in common: a consistent user experience. “As developers, when you build an app, it runs on all of those [devices],” said Guggenheimer.

          5. [11:36] The trade-off required from the HW vendors for this, does it frustrate them, or you feel they can be completely fine with it? … with some going with Android … Samsung we have seen making big-big play on Android.
          memburn’s summary of the answers:

          He sees it as a middle ground between Android and Apple’s strategies:

          1. Apple’s model: Build all the hardware so all the software will run on the machines, but only offer consumers a limited choice of devices
          2. Android’s model: While manufacturers can build any hardware they like, the software experience is not consistent over all devices. It’s lead to the dreaded f-word that is a major drawback for Android users: fragmentation.
          3. Microsoft’s model: Partner with manufacturers and provide enough definitions for the hardware so that there are set standards, so all the applications will run on every device, but still offer the customers a wide product range.

          10. [19:40] What does it [Sinofsky being forced out] do to the shape of Microsoft? What was your reaction to Sinofsky leaving? How big the deal is it for the company?
          TechCrunch’s summary of the answers:

          Kirkpatrick, of course, also used this opportunity to ask about Steven Sinofsky’s unexpected exit from Microsoft just days after the launch of Windows 8. According to Guggenheimer, Sinofsky is a “phenomenal visionary” and “phenomenal shipper.” While Kirkpatrick insinuated that Sinofsky was pushed out, Guggenheimer obviously wouldn’t say so and just reiterated Microsoft’s company line that he “decided to leave.” “We’ll miss Steven,” he said, but he also argued that Microsoft has a very deep bench of executive talent.

          memburn’s summary of the answers:

          The quick departure of the former President of the Windows Division just days after the launch of the OS he helped design has sparked lots of rumours about whether he left voluntarily or was pushed out. Guggenheimer didn’t elaborate on exactly what happened, but he admits that while they’ll “miss him” and “he did great things” at Microsoft, “we have a great bench — the team under Steven is still there.”

          11. [20:58] How do you think about global and the developing worlds’ importance in terms of what you are doing?
          memburn’s summary of the answers:

          With the range of low and high-end devices and partnerships with major international manufacturers, Guggenheimer seems to think the answer to that question is ‘yes’. He said that they’re focusing on the shift: the market in countries like China has outstripped places like the US, and Microsoft is aiming to enable the digital world globally. He said that international expansion is not an obstacle for developers, stating simply that “if you develop for Windows, it’s going to work in 200 countries.”

          And finally see what was shown by Microsoft at LeWeb 2012 [Charbax, Dec 8, 2012]

          Microsoft is showing off Surface RT, Windows Phone 8, Windows 8, a bunch of devices running these.

          $99 Android 4.0.3 7” IPS tablet with an Allwinner SoC capable of 2160p Quad HD and built-in HDMI–another inflection point, from China again

          [This is a huge, compiled collection basically finished in September, 2012. Contains updates till November, 2012. It was published in early December, 2012. A new USD 99 Allwinner blog was launched on Nov 30, 2012 based on this compilation. Please read the two entry posts of that as well: The upcoming Chinese tablet and device invasion lead by the Allwinner SoCs and $40 entry-level Allwinner tablets–now for the 220 million students Aakash project in India in order to understand very quickly that  It’s a Strategic Inflection Point of enourmous consequences, and not only for the ICT industry.]
          Or it is first time that we can see globally that China is on a different, significantly more effective price/performance/functionality trajectory of its own than anybody else. Even the latest challengers to the already fading Wintel empire will be affected by this. We should therefore understand: 1. The new challenge—2. The learnings from similar fundamental shifts in the history of ICT—3. The current market for this new industry trajectory—4. The initial advantage that made possible this trajectory—5. The most significant new customer value which will assure its global victory in the end—6. The current way of thinking of the established client device players.—7. Possible further hardware advances sustaining this new trajectory.
          Inside PRC the situation is even more dramatic. Below you could see 3 market leading products on the mainland China market as was indicated on Sept 25 by vast and quite sophisticated marketplace information of PConline, the largest portal in the PRC specialising in IT product-related content, in terms of advertising revenue. The type of SoC used in those products is shown in blue ink. A13 and A10 are from Allwinner Technology, while RK3066 is from Fuzhou Rockchip Electronics. Both are quite successful SoC companies founded in China. Information about these tablets will be given in section 3. The Teclast & Window tablets shown below are also available globally for $120 and $215 respectively.

          image

          Update: All three tablets essentially have kept their position up to now (Dec 3). The price of Teclast P75D even went down to ¥499 i.e. $80 at one of the dealers, three of the dealers have price between ¥594 and ¥599, i.e. between $95 and $96, while 5 others still selling it for ¥699 i.e. $112 by today’s exchange rate. This is showing clearly that the $99 pricing for the HAIPAD i7 is realistic even in terms of the hottest tablet of such kind on the mainland China market which has ¥646 i.e. $104 across all of its dealers on PConline.
          At the same time the unchanged ¥259 i.e. $41.5 price of Andorra A713 clearly shows the fact that for a non-IPS 7” tablet with the Allwinner A13 SoC, essentially a constrained to 512M RAM version of A10 with no HDMI output, there is a well established entry-level price in China. Note that the A713 tablet has a capacitive multi-touch (5-point touch) screen, so it is not a kind of cheap resistive screen variety of tablets.
          This whole story will end in section 7. with the even more dramatic development of a PCMCIA card (or as was renamed PC Card) format package called EOMA-68 (see: Embedded Open Modular Architecture), which contains a whole computer with an Allwinner A10 SoC, 1GB of RAM, 1 to 16 GB of NAND Flash etc. All this for a target price of $15. Almost all interfaces available of the Allwinner A10 SoC have been made available on the 55x85mm credit-card-sized card, including both Transport Streams, SIM Card, PATA, the 24-pin Camera Interface, both 24-pin LCD Interfaces, VGA, Composite Video (CVBS), SPDIF, AC97, I2S, GPS, CAN-Bus, Infrared, and many more. This is in addition to the standard EOMA-68 Interfaces of Ethernet, I2C, SATA, LCD 24-pin RGB/TTL, USB2 and 16 GPIO pins.
          While this is a FLOSS-related initiative rooted in UK, the hardware part is fully based on mainland China companies, including Allwinner Technology. What is the benefit for the FLOSS-people could be much more for the Chinese industry network already moving along a much faster and more effective trajectory than the outside world. To me it can go as far as a SoC vendor like Allwinner Technology will be able to produce these type of cards as well which will significantly enhance the possibilities and worldwide competitiveness of the hundreds of independent manufacturers is Shenzhen, Zhuhai and elsewhere in PRC. As a consequence the consumer equipment prices could go down even more and/or functionaly, as well as quality, could be risen even more.
          Meanwhile the SoC and subsequent Android tablet competition is intensifying very-very fast inside PRC as evidenced by this latest Overview of the latest/best 7″ Tablets out of Shenzhen China [Charbax YouTube channel, Oct 28, 2012]:
          Here’s my overview video showing some of the latest best value 7″ Android tablets that I have found in Shenzhen on this trip. At least the samples that I was able to buy. [IN BULK PRICES, i.e. in 1K orders at least:] $40 A13 800×480, $65 RK3066 1024×600, $80 Nufront NS115 1024×600 IPS, and there’s also the sub-$50 VIA 8850 (which can run a Windows RT clone UI on top of Android), and I compare these with the $199 Kindle Fire HD
          Finally there is an even stronger newcomer, Nufront already on the Chinese SoC market, also posing the greatest challenge to Allwinner for the next year as it stands on Nov 1. We are talking about the Taishan platform with:
          The NS115 mobile computing chip, a dual-core ARM Cortex™-A9 MPCore™ processor up to 1.5GHz and Mali™-400 MP GPU implementation, features 1080P HD encode/decode and support of Android 4.0
          which justifies a whole section of its own to describe the whole strength of:
          8. The Nufront challenge coming from inside

          All those finding are compiled into this very large composite post on my trend-tracking blog here, which has the following sections with final names reflecting better the individual section contents as:

            1. The new challenge
            2. A proper recollection of what happened to Intel’s memory business
            3. The market and industry situation reflecting this new inflection point
            4. The Allwinner advantage 全志
            5. The wireless display and 2160p (“Quad HD”/4K) outlook
            6. Are the established client device players recognizing this strategic inflection point or not?
            7. Possible further hardware advances sustaining this new trajectory
            8. The Nufront challenge coming from inside

              Please go through those compiled sections at least by reading the emphasized texts which I’ve put everywhere to make fast reading possible.

              Note as well that section 2. is also on a new blog of mine, USD 99 Allwinner, as an expanded version standing on its own and made accessible from every post there via It’s a Strategic Inflection Point page.

              Finally, on this new blog you will find the USD 99 Allwinner page as well which, besides providing the rationale for the naming and the existence of that blog, will summarize my current (Dec. 1) opinion about the mobile device market for 2013, especially the threat which may force Microsoft and Intel to adjust their current strategies radically.


              1. The new challenge

              HAIPAD I7 IPS 1024*600 Multitouch Screen with Android 4.0 Dual Camera 1080P HDMI [Merimobiles.com, Sept 10, 2012]

              List Price: $269.99   Your Price: $99.99  [with free shipping worldwide]
              [when it became available in April’12 it was briefly $137.99 already]
              [more tablets of this kind coming to the market too, e.g. the $99 Dragon]

              Haipad i7 Android ICS 7” capacitive IPS Thin Tablet Review – Allwinner A10 Merimobiles ColonelZap [SchlumpfiHB YouTube channel, April 15, 2012]
              The only cons are that the cameras are “really, really bad”

              TECH SPECS:

              Warranty:
              – 1 Year, click here for details
              CPU:
              Allwinner A10 1.2 GHz
              OS:
              – Android 4.0.3
              Memory:
              1GB DDR3 Ram, 8GB Nandflash built in
              – Extend Memory up to 32GB via micro sd card
              Screen:
              – 7 inch IPS 5 points Capacitive Multitouch
              – 1024*600
              Audio:
              – Stereo Speaker
              – 3.5MM headphone jack
              – Supports: AAC, AAC+, eAAC+, AMR-NB, AMR-WB, QCP, MP3, WMA, WAV, MIDI, M4A
              Video:
              1080P,WMV/ASF/MP4/
              3GP/3G2M4V/AVI/MJPEG/RV10/DivX/
              VC-1/MPEG-2/
              MPEG-4/H.263/H.264
              – 1280*720P HD 30 fps, 1080P,720*480 D1 30fps
              – Real-time Video decode
              Camera:
              Front 0.3MP camera,
              back 2.0MP
              Battery:
              – 3600mAh
              Features and highlights: – Allwinner A10
              – 8GB Nandflash
              – 3D G- Sensor
              – 802.11b/g,support WAPI
              – Capacitive touching panel multi-point( 5 point touch)
              – OTG and host expand
              – USB2.0 data transfer
              – Micro 5pin USB
              – Supports mouse, external keyboard
              HDMI output
              – Multilanguage support
              – Excellent Ebook reader
              – Weather on line
              – Web Browser
              – Slim body
              – Sound Card:AC97
              – 196.3*122.3*8.5mm
              – standby time:36 hours
              – working time:4~5hours (play video online)
              Package Content:
                • HAIPAD I7
                • Earphone
                • USB Cable
                • Charger
                Color:
                  • Gray
                  Language:
                  • English
                  Regarding the multimedia capabilities I will suggest to go through a review of a similar tablet: MPMan MID74c (NATPC Primatab 7″) tablet review part 3: multimedia and HD video playing capabilities (Boxchip Allwinner A10) [ARCHTABLET NEWS, May 25, 2012]. Two videos are included there as well!

                  As you can see this process was well visible much earlier, in the beginning of Q2 2012 at the latest. Besides the September milestone of reaching the $99 cost with such a high-quality IPS tablet, another impetus for me to write this post was a last Sunday’s article titled Hardware is dead [VentureBeat, September 15, 2012]:

                  I go to China every four or five months for work. I have to visit all the corporate headquarters in Beijing and Shanghai, but the highlight of every trip is the day I spend at Hua Qiang Road North in Shenzhen. Pretty much every piece of electronics we use today is sourced and manufactured within 100 miles of Shenzhen, and Hua Qiang is the city’s electronics shopping district.
                  On my last trip, in July, I met a ‘procurement’ consultant, and he told me which of the 50 mega malls in the area to visit to buy tablets.
                  In the US, when we talk about tablets we usually mean the iPad and increasingly the Kindle devices, but beyond that there is not much else in the market. I had heard that tablets in China had already reached low price points. You can buy a reasonable Android phone for $100 retail, and I wanted to see if I could find a $150 tablet. This consultant pointed me to a mall filled with hundreds of stalls selling nothing but tablets. I walked into the middle of the scrum to a random stall. I pointed to one of the devices on display and asked, “How much for this one?” 300 kuai. My Mandarin is a bit rusty, so I had to ask again. Slowly, the stall owner repeated renminbi 300 yuan.
                  If this were a movie, the lights would have dimmed and all the activity in the room frozen. 300 renminbi is US $ 45. And that was the initial offer price given to a bewildered foreigner in China, no haggling. I felt a literal shock.
                  I bought the device and did some more research. This was a 7-inch tablet, Wi-Fi only with all the attributes of a good tablet. Capacitive touchscreen. Snappy processor. Front facing camera. 4GB of internal memory and an expandable memory slot.
                  I later found out that these devices are now all over the supply chain in Shenzhen. At volume, say 20,000 units, you can get them for $35 apiece. My device ran full Android 4.0 Ice Cream Sandwich and had access to the full Google API, including Gmail, Maps, YouTube and Google Play (not quite sure how that works either).
                  Once my heart started beating again, the first thing I thought was, “I thought the screen alone would cost more than $45.” My next thought was, “This is really bad news for anyone who makes computing hardware.”
                  My contacts in the supply chain tell me they expect these devices to ship 20 million to 40 million units this year. Most of these designs are powered by a processor from a company that is not known outside China — All Winner [Allwinner]. As a result, we have heard the tablets referred to as “A-Pads.”
                  When I show this tablet to people in the industry, they have universally shared my shock. And then they always ask “Who made it?.” My stock answer is “Who cares?” But the truth of it is that I do not know. There was no brand on the box or on the device. I have combed some of the internal documentation and cannot find an answer. This is how far the Shenzhen electronics complex has evolved. The hardware maker literally does not matter. Contract manufacturers can download a reference design from the chip maker and build to suit customer orders. If I had 20,000 friends and an easy way to import these into the US, I would put my own name on it and hand them out as a business cards or Chanukah gifts.
                  I think this leads to an important conclusion: No one can make money selling hardware anymore. The only way to make money with hardware is to sell something else and get consumers to pay for the whole device and experience.
                  Postscript
                  I thought discovering the A-Pad was pretty exciting. So I was dismayed to find that the week after I got back from China, a device that looks a lot like my A-Pad was on sale at Fry’s Electronics for $79. No brand listed. The process has already begun.
                  Jay Goldberg is a financial analyst with an investment bank. He has been working with tech companies for ten years. Prior to that he lived and worked in China for almost 10 years.

                  A morale of this story is not the one written in the title of the article, i.e. it is not true at all that “hardware is dead”, rather we are witnessing again an old phenomenon first discovered by Intel’s Andy Grove back in the 80’s and coined with a term “[strategic inflection point]”. With no proper representations in places like Wikipedia (don’t confuse with mathemetical concept only included there) you better search the web with the phrase:

                  “Andy Grove” “inflection point” Japanese “memory chips”

                  For me the best quote for my initial purposes here is from the permitted excerpt of Andy Grove’s famous Only the Paranoid Survive [Sept 1, 1996] book, reformatted for more immediate recognition of the intended meanings as follows:

                  I’ll describe what a strategic inflection point is a bit later in this book. For now, let me just say that a strategic inflection point is a time in the life of a business when its fundamentals are about to change.  That change can mean an opportunity to rise to new heights.  But it may just as likely signal the beginning of the end.
                  You can be the subject of a strategic inflection point but you can also be the cause of one. Intel, where I work, has been both
                    • In the mid-eighties, the Japanese memory producers brought upon us an inflection point so overwhelming that it forced us out of memory chips and into the relatively new field of microprocessors.
                    • The microprocessor business that we have dedicated ourselves to has since gone on to cause the mother of all inflection points for other companies, bringing very difficult times to the classical mainframe computer industry
                      Having both been affected by strategic inflection points and having caused them, I can safely say that the former is tougher.

                      Next I should give a brief explanation for “changing fundamentals of a business”. As is obvious from the recollection given below (section 2.) there were certain assumptions on which Intel’s original DRAM business was based upon. These assumptions were questioned by its Japanese competitors entering the lucrative DRAM market, first time winning against Intel in 1979 with better manufacturing yields and then by 1982 in terms of overall manufacturing competence as well. Equally important was that Intel was not able to remedy the situation although the symptoms were well recognized and seemingly effective actions were taken as well.

                      Please study that recollection first and then the sections which follow after that and which describe the observable facts about this very latest strategic inflection point. You will be able to both understand the current situation properly (unlike the investment analyst quoted above) as well as to predict the possible outcome of this inflection point for the ICT industry as whole (with the highest probability possible at all). I wish you good reading!

                      From the brief understanding of the new challenge as given above I should also paraphrase my remaining points of study as:

                      2. A proper recollection of what happenned to Intel’s memory business
                      3. The market and industry situation reflecting this new inflection point
                      4. The Allwinner advantage
                      5. The wireless display and 2160p (“Quad HD”/4K) outlook
                      6. Are the established client device players recognizing this strategic inflection point or not?
                      7. Possible further hardware advances sustaining this new trajectory


                      2. A proper recollection
                      of what happened to Intel’s memory business

                      Exerpts about the factual evidence are taken from the following scientific article:
                      A PROCESS MODEL OF STRATEGIC BUSINESS EXIT: IMPLICATIONS FOR AN EVOLUTIONARY PERSPECTIVE ON STRATEGY [Robert A. Burgelman, Strategic Management Journal, Vol. 17, 193-214 (1996)] (available here for download)

                      Table 1. Key events in the evolution of DRAMs at Intel: 1970-85
                      1970
                      E1. Intel introduced the first 1K (kilobit) dynamic random access memory (DRAM) in volume. The product used the new metal-oxide semiconductor (MOS) process technology. This process technology was relatively slow but less power consuming than the standard bipolar process technology. Intel was the first successful mover in DRAMs.
                      1972-74
                      E2. Intel introduced 4K DRAMs. Intel captured more than 80% of the 4K DRAM market in 1974.
                      E3. The first competitive challenge came from Mostek, a new startup. Mostek focused on user-friendliness of DRAMs in the 4K DRAM generation.
                      1976-77
                      E4. Intel introduced a standard 16K DRAM. Intel captured more than 35% of the 16K DRAM market in 1976.
                      E5. The competitive challenge from Mostek and others continued. By 1979, Intel’s market share in standard 16K DRAM was less than 5%.
                      E6. High demand for EPROMs created a shortage in Intel’s manufacturing capacity. For the first time, DRAM manufacturing capacity was shifted toward the higher-margin EPROM products.
                      1979
                      E7. Intel introduced the first 5-volt ‘single-power-supply’ 16K DRAM. Single-power supply greatly simplified the user’s design and production tasks. In 1979, Intel was the only supplier of single-power-supply 16K DRAMs and captured a price premium of double the industry average for three-power-supply 16K DRAMs.
                      E8. Intel expected the 64K DRAM generation to be introduced later and to be based on single power supply. Fujitsu introduced a standard 64K DRAM in 1979 and captured a large market share.
                      E9. The single-power-supply 16K DRAM remained a small-niche product.
                      E10. Intel fell behind in manufacturing yields relative to top Japanese producers of DRAMs (Prestowitz, 1988: 46).
                      1982
                      E11. Intel’s 64K DRAM with ‘redundancy’ entered production. Redundancy involves adding an extra column of memory elements so that, in the event of a process-induced defect, the auxiliary column could be activated. This allows a defective memory chip (at testing) to be reprogrammed before shipment and to increase yields. Intel expected that ‘redundancy’ would help overcome its disadvantage in manufacturing yields relative to the Japanese, and that the 256K DRAM generation would be based on the redundancy process technology.
                      E12. However; Fujitsu and Hitachi entered with a standard 256K DRAM in 1982 and captured a large market share.
                      E13. Intel was now far behind in manufacturing competence relative to the Japanese.
                      March 1985
                      E30. COO Andy Grove felt strongly that the burgeoning logic (microprocessor) business needed to get more resources
                      Summer 1985
                      E34. The General Manager of the Components Group stepped down and was reassigned to another business area. Andy Grove assumed direct operational control over the DRAM exit process. He assigned two senior managers to immediately and fully implement the DRAM exit decision.
                      October 1985
                      E35. The decision was reached to close Fab 5 for DRAM production. Fab 5 was to be transformed into a process technology site for microprocessors. Animosity and mistrust between manufacturing and process technology personnel flared at Fab 5.
                      E36. Andy Grove went to Portland to speak to the group: ‘Welcome to the Mainstream Intel’. That is, Intel the ‘microcomputer company’.

                      Intel’s initial success in the 1K (kilobit) DRAM (1971-73) was due to the ability of its technologists to come up with a process technology that allowed production yields sufficiently high to beat magnetic core memory, which was the industry standard of the day, in the market (E1). Process technology was therefore viewed by Intel management as the firms’ ‘distinctive competence’ (Selznick, 1957) on which its ability to differentiate its products and get a premium price depended (E7, E11, E18, E22). Having maintained leadership in the 4K DRAM generation (1972-76) (E2, E3), Intel’s process technologists came up with the first 5-volt single-power-supply 16K DRAM in 1979. Intel process technologists decided to focus on the single-power-supply 16K DRAM because they projected a relatively long life cycle for the 16K generation due to the technological challenges posed by the 64K generation (E18). They also believed that the single-power-supply process would eventually dominate the memory industry. They considered it too risky to tackle both the 64K DRAM generation and the single power supply in the same product.
                      While it is usually difficult to observe distinctive competence independent of the successful product with which it is associated, and the risk of tautology is high, Intel’s pattern of strategic actions offers the opportunity to make independent observations. When changes in the DRAM industry structure shifted the basis of competition from process technology to largescale precision manufacturing, Intel continued to rely on process technology to compete in four successive product generations. The first independent observation concerned the 16K DRAM generation. But, as documented below, inertial deployment of process technology competence was also observed in the 64K, 256K, and 1 Meg (megabit) product generations. Paradoxically, the distinctive competence that provided Intel with its initial competitive advantage became a source of failure later on.
                      Falling behind reinforces the impetus process
                      Falling behind in the market made it difficult for the DRAM business managers to compete with Intel’s other businesses for resources. Business managers had tried to reposition Intel’s single power-supply 16K DRAM as a niche product that would fetch a higher unit price (‘2x’). They had expected that eventually the whole 16K market would have to go for single-power-supply. This did not happen for the 16K generation, however, and further impetus for exit was gained when the strategy to reposition Intel’s DRAMs as niche products failed (E9; Cogan and Burgelman, 1990).
                      Repositioning
                      Intel was already late in the 64K generation and Japanese companies had entered the DRAM market in 1979. In addition, Intel’s 64K product design was flawed and expected to result in uncompetitive low manufacturing yields (E10). The DRAM process technology group responded by introducing a new process technology called ‘redundancy’, as a way to overcome the low yield problem (E11). This new process, however, had a major defect which showed up late in its development. Intel introduced its 64K DRAM with redundancy only in 1982. These delays were fatal for Intel’s strategic position in the 64K generation. A former General Manager of the Memory Components Division (during the early 1980s) said that he took a 1-week trip to see the Intel sales engineers and explain that Intel would be late. He said (Cogan and Burgelman, 1990: 15):
                      The sales force was very disappointed in the company’s performance. Any sales force wants a commodity line. It’s an easy sell and sometimes it’s a big sell. That trip was perhaps the most difficult time in my whole career. When I announced we would be late with the product, the implication was that Intel would not be a factor in the 64K generation.
                      Having assessed that they were behind in the 64K generation, the DRAM process technology group took another gamble. They had come up with yet another innovative process technology—complementary metal-oxide semiconductor (CMOS)—which was to eventually supersede the standard n-channel MOS (NMOS) technology. They decided to apply the CMOS technology to a new 64K DRAM product as well as in the 256K generation (E16). This raised the difficult question for the memory components division about how to effect the transition from NMOS to CMOS. The NMOS products had been made at the Chandler (Arizona) facility, but that capacity had been shifted to microcontrollers based on the maxmize margin-per-wafer start rule. In early 1984, the decision was made to phase out the NMOS line (E17).
                      The former General Manager of the Memory Components Division (during the early 1980s) said that the new business strategy was to reposition Intel in DRAMs. The idea was to create a niche market with premium pricing for 64K and 256K CMOS products, so that Intel could maintain a memory presence while accelerating back into an overall leadership position at the 1 Meg (Megabit) generation. But for both the 64K and 256K DRAM products, the innovative solution did not produce competitive advantage. The large majority of customers for the 64K generation were looking for standard products of high quality (few defect devices) at low prices. Japanese companies provided what customers wanted at very low prices. The Japanese had introduced standard 256K DRAMs in 1982 (E12), and Intel had fallen far behind the Japanese in manufacturing yields (E13). Intel entered with its CMOS 256K product only in 1984, and it remained a small niche product. The former General Manager of the Memory Components Division (during the early 1980s) said that standard DRAMs were being sold at less than half of the price Intel was asking, and the improved performance of the CMOS chips just wasn’t worth it to most customers. Intel’s repositioning effort resulted in completely losing strategic position in the DRAM market. Intel’ s market share shrunk from more than 80 percent in the 4K DRAM generation in 1974 to less than 1 percent in the 256K DRAM generation in 1984 (Cogan and Burgelman, 1990). Repositioning thus failed to reestablish Intel as a key player in the industry. Also, prices for the niche products were lower than expected, making it harder for DRAMs to compete with other products for Intel’s scarce manufacturing resources.
                      The Director of Technology Development observed that Intel’s DRAM business had entered a ‘death spiral’. In the face of strong competition from Japanese manufacturers, business managers’ focus on the more profitable products and technology development’ s preoccupation with leading-edge processes contributed to missing the
                      DRAM mainstream market. This led to cutbacks in manufacturing capacity and budgets which made it even more difficult to compete. This manager, in an interview in October 1988, anticipated a similar vicious circle (‘death spiral’) for EPROMs, which had also become a commodity product, and correctly foresaw the decision to exit from EPROM manufacturing, which happened in 1991.
                      Strategic context
                      For Intel’s top management, the strategic context of DRAMs had always been very clear. DRAMs had very strong legitimacy. DRAMs was the business that ‘made Intel’, as one senior manager put it, and some top managers, including the CEO, viewed DRAMs as a core business and one that served as technology driver on which the learning curve of the company depended. It was not easy for top management to admit that the legitimacy of DRAMs was vanishing. And it was difficult to decide to exit from DRAMs even though objective analysis seemed to suggest that this was the appropriate course of action in light of Intel’s strategic alternatives.

                      3. The market and industry situation
                      reflecting this new inflection point

                      Let’s see first the latest market data by one global analyst companies, IDC:image 
                      Source: IDC Expects Smart Connected Device Shipments to Grow by 14% Annually Through 2016, Led by Tablets and Smartphones [IDC press release, Sept 26, 2012]

                      According to the latest information from China the tablet market is quite underestimated by IDC:

                      How many tablets does China make, how big is the Chinese market?
                      80 percent of media tablets made in China are exported
                      Unit: Million of units
                      S
                      ource: Chinese industry estimates

                      as China alone will be delivering 50 million tablets this year and the overall Chinese estimate is 155 million units vs. 120 million per IDC:

                      By volume, the Android tablet sector has grown to an estimated 80 million units, outpacing the 75 million iPads sold by Apple thus far, according to estimates by Rockchip [marketing] vice president Feng Chen.

                      as reported by Junko Yoshida, ex-editor in chief of EE Times who now has a strong emphasis on China as “a roving reporter”: 

                      in China Fabless: Rockchip rattled by Android tablet wars [Sept 25, 2012]
                      Just nine months ago, Fuzhou Rockchip Electronics, a developer of apps processor for tablets, looked almost invincible. …
                      … since then, the Android-based media tablet market has gotten far more competitive. By volume, the Android tablet sector has grown to an estimated 80 million units, outpacing the 75 million iPads sold by Apple thus far, according to estimates by Rockchip [marketing] vice president Feng Chen.
                      At the beginning of 2012, the target price of a 7-inch capacitive screen media tablet featuring Cortex-A8 was $99. That price has since dropped to around $65, due largely to Allwinner, a red-hot Chinese fabless company that has flooded the tablet market with its own turnkey system. … Rockchip’s situation vividly illustrates the challenges most Chinese fabless chip companies now face.

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

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

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

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

                      Another of her observation:

                      Yoshida in China: How Nokia failed, MediaTek won [Sept 26, 2012]

                      Earlier this month when I sat down for breakfast here with Feng Chen, vice president of China fabless company Rockchip, he abruptly asked if I knew the “80-3-2 rule.” I had never heard of it.
                      The subject came up as we were discussing the global media tablet market. Chen, who noted that this is his personal theory, not Rockchip’s, explained: If you design a system (or chip) with performance of at 80 percent compared to the best-in-class product on the market, and if you offer it at one-third the price, you can double the sales volume of your system (chip).
                      Chen used the media tablet market as an example. Many Android-based tablets with relatively less performance than Apple’s iPad, will eventually exceed sales of iPad in volume, he argued.
                      In other words, don’t over-engineer it.
                      Android, along with outsourcing and faster product turnarounds are the key elements that make the 80-3-2 rule possible. The rule also offers a mechanism for getting products in the hands of consumers.
                      Source: IHS iSuppli
                      Does the 80-3-2 rule make sense? Sort of.
                      The chart above illustrates the theory’s flaw: While Apple gets all the profits generated by the iPad, sales revenue for the Android camp is divvied up by many me-too Android tablet and chip suppliers.  Presumably those companies, all subscribing to the 80-3-2 rule, are fiercely undercutting one another, further reducing their margins.
                      So, the 80-3-2 rule is simplicity itself, but it doesn’t look sustainable to me.
                      Chen’s theory reminded me of something else. The Economist carried a story about “frugal innovation.” The article cited companies like General Electric and India’s Tata Consultancy Services (TCS) that developed new products like a hand-held electrocardiogram (by GE) and a water filter (TCS).
                      “Instead of adding ever more bells and whistles, they strip the products down to their bare essentials,” embarking on “frugal innovation,” or as it is sometimes called, “reverse innovation,” the Economist explained.
                      According to the Economist, “Frugal innovation is not just about redesigning products; it involves rethinking entire production processes and business models. Companies need to squeeze costs so they can reach more customers, and accept thin profit margins to gain volume….”
                      Therein are the dots we can use to connect to Chen’s theory. His 80-3-2 rule also addresses the issue of how a company finds a way to develop a product and a business process to squeeze costs, gain volume and reach millions of new customers.
                      (Full disclosure here. The Economist article was first pointed out to me by a U.K.-based engineering executive who works for Taiwan’s chip giant MediaTek. He was explaining how MediaTek’s recent success has a lot to do with “frugal innovation.” MediaTek, virtually unknown 10 years ago, is now a power house with huge market share in the Chinese smartphone  and media tablet markets.)
                      MediaTek has fundamentally changed the playbook for the chip industry here, especially for smartphones and tablets. More chip suppliers for smartphones and tablets who are competing with MediaTek are now expected to provide similar “turnkey systems” that MediaTek delivers, rather than just reference designs.
                      Technology development, especially in the electronics industry, has historically been one-dimensional. It all pretty much comes down to how your engineering team makes a system operate faster, run more apps and features, while consuming less power.
                      Frugal, or reverse, innovation and the 80-3-2 rule both suggest that it’s time to rethink innovation in more in multi-dimensional terms.
                      I can think of two good examples for how ignoring reverse innovation costs companies. … Nokia … Japanese LCD TV manufacturers like Sharp …

                      Her latest report continues with Yoshida in China: ‘Shanzhai’ clouds tablet data [EE Times, Nov 8, 2012]

                      NEW YORK – The global tablet market may be a lot bigger — perhaps as much as 50 percent bigger — than previously thought depending on how you measure the increasing numbers of “Shanzhai” tablets produced in China.
                      Loosely translated, “Shanzhai” means white box, as in, no label. These tablets manufactured in China are distinguished from “knockoff” products, which the original Chinese term “Shanzhai” suggests.
                      Earlier, I wrote about the global market for tablets during the third quarter of this year. According to estimates, shipments reached 27.8 million units.
                      Several industry sources based in Beijing and Shenzhen responded with notes  saying that the math behind the industry estimates didn’t add up. The Chinese observers argue that most estimates ignore the size of the white box tablet market. 

                      Factoring in the number of apps processors shipped by Chinese fabless companies and tablet displays from its panel vendors, the number of white box tablets made in Shenzhen during the third quarter could total as high as 18 million units, Chinese sources claimed. 

                      Add those to the branded tablets sold by Apple, Samsung, Amazon, Asus and Lenovo and the global tablet market in the third quarter jumps to 42.5 million units. That’s 52 percent more than the global total estimated by IDC in 3Q.
                      This huge gap makes me wonder what other Chinese consumer electronics products are uncounted or under-counted.

                      One thing to take into account is Chinese fabless chip company Allwinner Technology — how it operates and and how it has taken advantage of the growing white box market.

                      The  applications processor vendor has substantially expanded its market share over the last 18 months, primarily based on the strength of its turnkey system that has been described as “super easy to use” by Chinese industry sources. The solution allegedly makes it a snap for practically any white-box vendor to make media tablets and ramp up production in a Shenzhen minute.

                      According to sources in Shenzhen, Allwinner holds as much as 60 percent of the white box market and shipped 3.5 million apps processors in August alone. Allwinner is said to have shipped 5 million apps processors in October, generating $30 million revenue (at a $6 average selling price). If true, wow!

                      The momentum behind white box tablet production in Shenzhen is building. Chinese sources now believe shipments have climbed from 6 million units in August to 9 million in October.

                      Who’s buying all these tablets?

                      A source in Beijing describes them as “tablets shipped by no-name brands at about $50.” The end market is not necessarily China, but “mostly emerging economies including Southeast Asia, the Middle East, Eastern Europe, South America and Africa, etc.” He added that Chinese consumers “have similar tastes and demands as those living in the developed world. They don’t really buy these low-end tablets. They buy iPad or Samsung.”

                      If true, we may need to rethink not just the size of the booming tablet market, but the consumer revolution triggered by the tablet market well beyond China’s border.
                      The lack of recognizable brand names makes it that much harder to track unit shipments. Plus, chip shipment figures can be inflated or double-counted. Then there is China’s vast gray market.
                      Even taking all of those factors in account, the explosion of tablets in emerging markets is no mirage – and it might be spreading much faster than any one imagined.
                      For example, one source in Shenzhen estimates that  annual shipment of white box tablets this year could hit 50 million units.

                      With all that she (Junko Yoshida) came closest from the West to understand the new ICT phenomenon rooted in China. Now let’s look at what others have come to so far:

                      The overall tablet market trend is illustrated by IHS iSuppli via the tablet display shipments as follows: 

                      image

                      then it is described in Global Tablet Display Shipments to Soar by 56 Percent in 2012 [IHS iSuppli press release, Sept 17, 2012] as:

                      … [the first part of the press release is essentially giving information which is represented by the diagram above] …

                      LG and Samsung Dominate Tablet Display Shipments
                      LG Display and Samsung Display were the main suppliers of tablet displays in the first quarter with 42 percent and 38 percent shipment market share, respectively. Both are market leaders because they make the liquid crystal display (LCD) panels that are used in the iPad, which continued to dominate the media tablet space with a commanding 58 percent of all tablets shipped in the first quarter.
                      [LG Display holds 70% of iPad panel shipments [DIGITIMES, Sept 20, 2012]: while Samsung Electronics, Sharp and Chimei Innolux (CMI) have all been seeing decreasing shipments … CMI will make up less than 5% of overall iPad panel shipments by the end of the third quarter in 2012.]
                      Aside from supplying Apple, LGD also furnishes display panels to Amazon and Barnes & Noble, while Samsung provides panels to its internal tablet division. Investments are being made by the two major tablet panel suppliers in capacity allocation and technological improvements to supply high-performance tablet panels and to develop wide-viewing-angle technologies like in-plane switching (IPS) and fringe-field switching (FFS). Both LGD and Samsung Display are also looking to convert amorphous-silicon fabs into making oxide silicon panels to help improve tablet panel resolution, power consumption and overall performance.
                      Panel Manufacturers Enter the Tablet Panel Fray
                      Other LCD panel suppliers also are jumping into the fast-growing tablet market. In particular, Japanese suppliers such as Sharp, Japan Display and Panasonic are actively targeting the tablet panel market by dedicating capacity at their Generation 6 and Generation 8 fabs in order to make tablet panels.
                      Together the capacity allocation this year for small and medium displays by the Japanese is expected to increase 164 percent from last year’s levels, reaching 5.5 million square meters in 2012. Of particular interest is the oxide silicon capacity at Sharp, which has been supplying panels from its G8 fab for the latest iteration of the iPad—also called the new iPad. Another company, Panasonic, is likely to produce 7.x-inch and 8.x-inch tablet panels during the second half of this year.

                      For their part, LCD suppliers based in Taiwan, such as AU Optronics and ChiMei Innolux, reportedly are adjusting their business models—some to focus on tablets for the education sector, and others to supply tablets for the white-box market in China.

                      It is believed that AUO may be one of the suppliers qualified to supply the smaller iPad’s 7.85-in panels.

                      But unlike Tier 1 tablet display makers LGD and Samsung Display, Taiwanese panel suppliers primarily target the Chinese market that is geared more toward lower-priced tablets. To meet lower price points, display specifications are usually dialed down compared to Tier 1 products. Displays targeted at the white-box tablet market in China mainly employ the more basic twisted nematic (TN) LCD, not the wide-viewing-angle LCD technologies of IPS and FFS.

                      Regardless of the display technology and market segment, display suppliers are making sure they align their strategies to serve this fast-growing market.

                      Chimei Innolux to Win 40%-50% Share of White-brand Tablet PC Touch-panel Market [CENS, Aug 15, 2012]

                      Chimei Innolux Corp., the largest thin film transistor-liquid crystal display (TFT-LCD) panel manufacturer in Taiwan, is expected to win a 40% to 50% share of the global market for white-brand tablet PC applications, according to the company.

                      Some 40 million to 60 million white-brand tablet PCs are expected to be shipped this year, similar to the total shipments of Apple`s iPad.

                      Major market research firm DisplaySearch recently forecast that some 121 million tablet PCs would be shipped worldwide this year, and the annual volume would increase to 416 million units in 2016, in conjunction with a compound annual growth rate (CAGR) of 28% over next five years. Apple would continue to be the market leader in next five years with a market share of 60%, while white-brand counterparts are expected to enjoy high growth due to their advantageous pricing.
                      Jeff Hsu, Chimei Innolux`s vice president, pointed out that demand for white-brand tablet PCs from emerging markets has been quite strong this year. In addition to sales in China, many Chinese white-brand tablet PC makers also export products to other nations. So, the annual demand for touch panels for white-brand tablet PCs this year is expected to reach some 60 million units, with 7-inch models as the mainstream and followed by 10-inch ones. Chimei Innolux aims to ship more than 25 million touch panels for white-brand tablet PCs, accounting for 40% to 50% of the application market, Hsu said.
                      Hsu also added that this year, the mainstream touch-panel type in tablet PC application has shifted from resistor to capacitive, which is expected to benefit many Taiwanese suppliers with more advanced technology. Jtouch Corp. of Taiwan, for example, is stepping up boosting production capacity of its new touch-panel factory in Hunan Province of China. The firm`s large-sized touch panels are expected to account for more than 20% of its revenue this year. Mutto Optronics Co., Ltd. recently also won big-ticket orders for tablet PC touch panels, and expected to see a 30% sequential revenue growth in the third quarter.
                      Google recently pushed its Nexus 7 tablet PC priced for only US$199, and the company immediately sold out one million units. A white-brand tablet PC with 7-inch screen is often priced for about US$100 only, and such more affordable device has won very hot market responses in Latin America, Southeast Asia etc. Currently, monthly tablet PC shipments in China are between three million and four million units.

                      However in Tablet PCs will have good sales in the third quarter [Micdigi from China, July 19, 2012], from a knowledgeable source in Shezhen:

                      In the first quarter of 2012, the manufactures have good business, but in the second quarter they have so worse business.
                      As they have produced so many products in the first quarter, they have large stock of goods that they have to mark down price to sell them.
                      In the second quarter of 2011, the tablet PCs has good sales. But in this year, it is so cold.
                      In the third quarter, tablet market will rebound.
                      VIA chips was the winner in all the chip manufactures last year.
                      But in this year, Allwinner with high cost/performance chips gets the winner.
                      Most of Shenzhen tablet manufactures export to other countries. Because Chinese do not like knock off tablet PCs or SurperPad tablet PCs, they like brand ones.
                      In the third quarter, the tablet market will rebound and the fourth quarter will be the boom season.
                      I think the manufactures must get ready for the fourth quarter.
                      They had better prepare products with high cost performance.

                      This is one of the reasons why Nexus 7 not yet allowed to enter China market [Sept 11, 2012]:

                      While the Nexus 7, the tablet co-developed by Google and Taiwan-based vendor Asustek Computer, has been witnessing booming sales in major markets around the world, it is difficult for the model to be available for sale in the China market because the China government has not yet approved its import, according to industry sources in Taiwan.
                      The China government’s negative attitude is interpreted as a response to Google’s announcement of withdrawing from the China market in March 2010, the sources pointed out. It is difficult for the Nexus 7 to enter the China market, even through sale of Asustek’s marketing network there, the sources indicated.
                      Without the Nexus 7 in the market, China-based white-box vendors of tablets are under much less competitive pressure, the sources indicated. This is because the Nexus 7 has the advantage of Google’s and Asustek’s brand image with commensurate product quality and is expected to be strongly competitive with 8GB Android 4.0 tablet models in the 7- to 9-inch range launched by China-based white-box vendors, including Ainol, Onda, Teclast and Cube, at US$149, the sources pointed out. In addition, the Nexus 7 will bring competitive pressure on tablet PC models of equal specifications offered by Samsung Electronics and China-based vendors Lenovo and Hasee Computer in the China market, the sources indicated.
                      Without the China market, the cumulative global sales volume of Nexus 7 will reach an estimated 3.5 million units at the end of 2012, the sources noted.

                      Tablet Shipments to Surpass Notebook Shipments in 2016 [NPD DisplaySearch press release, July 3, 2012]

                      Total Mobile PC Shipments Exceed 800M Units by 2017
                      Tablet PCs, such as Apple’s iPad, are expected to be the growth driver for the mobile PC market over the next few years. Tablet shipments will surpass notebook shipments in 2016, according to the latest NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report. Overall mobile PC shipments will grow from 347M units in 2012 to over 809M units by 2017.
                      While notebook PC shipments are expected to increase from 208M units in 2012 to 393M units by 2017, tablet PC shipments are expected to grow from 121M units to 416M units in this period, for a compound annual growth rate of 28%. A key driver for tablet PC growth is adoption in mature markets (including North America, Japan and Western Europe), which will account for 66% of shipments in 2012 and remain in the 60% range throughout the forecast period. Tablet PC shipments into mature markets will grow from 80M units in 2012 to 254M units by 2017.
                      Figure 1: Worldwide Mobile PC Shipment Forecast (000s)

                      Source: NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report
                      “Consumer preference for mobile computing devices is shifting from notebook to tablet PCs, particularly in mature markets,” said Richard Shim, senior analyst at NPD DisplaySearch. “While the lines between tablet and notebook PCs are blurring, we expect mature markets to be the primary regions for tablet PC adoption. New entrants are tending to launch their initial products in mature markets. Services and infrastructure needed to create compelling new usage models are often better established in mature markets.”
                      Figure 2: Emerging and Mature Market Tablet Shipments (000s)

                      Source: NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report
                      Building upon convenience-oriented features including instant-on capability, long battery life and extreme portability, tablet PCs are expected to evolve in form factor and performance, making them a compelling alternative to notebook PCs. Tablet PCs are expected to incorporate multi-core processors, increasingly stable operating systems, growing app libraries and higher resolution displays.
                      In addition, notebook PCs are also evolving to meet the challenge from tablet PCs. Thinner form factors, higher resolution displays and touch functionality features are expected to increase. The notebook PC market will remain the largest part of the mobile PC market during the forecast period, accounting for 60% of mobile PC shipments in 2012, declining to 49% by 2017.

                      Digitimes Research: China tablet SoC developers enjoy robust shipment growth in 2012 [DIGITIMES Research, Nov 20, 2012]

                      There has been a surge in demand for tablet-use SoC solutions in the China market thus far in 2012, benefiting local IC design companies such as Allwinner Technology, Rockchip Technology and Amlogic, according to Digitimes Research. The tablet-IC market in China is dominated by local SoC developers, which mainly adopt the ARM architecture enabling a low-cost and easy-to-design platform.

                      Shipments of China makers’ branded and white-box tablets destined for the local market are forecast to reach about 15 million units in 2012, while those destined for overseas will climb to as high as 44.15 million, Digitimes Research said. In total, shipments of China makers’ branded and white-box tablets are estimated at nearly 60 million units in 2012, Digitimes Research indicated.

                      China’s white-box tablet companies will account for 81% of the overall units shipped in 2012, Digitimes Research said. Shipments of China’s brand-name tablet companies are set to reach only about five million units in 2012, Digitimes Research added.

                      Europe, the Middle East, Southeast Asia and South America are the key markets which China-based tablet exporters will target in 2012, Digitimes Research noted. The exporters, mainly white-box makers, have their products sold through local distributors and telecom carriers in the target markets. [8%]

                      Allwinner will unseat Rockchip as the top developer of tablet SoCs in 2012. Allwinner is forecast to ship a total of 22 million chips in 2012 [37%], while Rockchip‘s shipments will total 12.5 million units [21%], Digitimes Research said. Amlogic will rank third with shipments of 5.5 million units [9%],  followed by Taiwan-based VIA Technologies with 4.5 million units [8%], according to Digitimes Research.
                      Source: Digitimes Research, November 2012

                      Non-Apple tablets to drop to US$150-200 upon release of upcoming 7.85-inch iPad [DIGITIMES, Sept 18, 2012]

                      Tablets priced US$199-400 are expected to drop in price to US$150-200 in order to help non-Apple tablet makers stay competitive when Apple releases its reported 7.85-inch iPad, according to industry sources.
                      The sources are predicting that Apple will have a big influence on the 7-inch tablet market just like it currently has with its 9.7-inch iPad series and competitors will need to drop their tablet prices as well as provide more value-added features for the devices, said the sources.
                      If major tablet makers were to drop product prices they would most likely not incur losses as many makers make a substantial amount of profits from 3G plans with telecommunication providers, added the sources.
                      The sources still haven’t confirmed an exact release date for Apple’s 7.85-inch iPad but are expecting it will be early in the fourth quarter.

                      MediaTek’s Q3 sales expected to beat company’s guidance [Focus Taiwan, Sept 16, 2012]

                      … Bill Lu, a Morgan Stanley analyst in Hong Kong, expected MediaTek to ship over 200 million smartphone chips in 2013 by offering a more complete solution to Chinese handset. …

                      Another upside factor for MediaTek is growing interest in “white-box” tablets in emerging markets, which could approach 100 million to 150 million units in 2013 and drive up MediaTek’s revenue if the company can tap into the supply chain, Lu said.

                      A white-box tablet is a model without a registered brand name, which is usually sold more cheaply than branded tablets to gain traction among price-sensitive consumers.

                      Global shipments of white-box tablet PCs to reach 40 million units in 2012, say chip designers [DIGITIMES, July 25, 2012]

                      Forecast global shipments of white-box tablet PCs in 2012 have been upward adjusted from 30 million units originally to 40 million units due to growing demand in emerging markets including China, India, Thailand and Latin America, according to Taiwan-based design houses of ICs used in tablet PCs.

                      An estimated 10 million white-box tablet PCs were shipped globally in 2011, and shipments increased to 18 million units in the first half of 2012, the sources indicated.

                      Vendors/makers of white-box tablet PCs currently cluster in Shenzhen and Dongguan, southern China, the sources noted. A large portion originally made netbooks and have stepped into tablet PCs as chips and the Android operating systems have matured, the sources said.

                      White-box tablet PCs are primarily competitive in price with models launched by own-brand vendors, with retail prices standing at US$59 for 7-inch models and US$149 for 10.1-inch models, the sources indicated.

                      China white-box vendors showcase tablets at HK fair [DIGITIMES, April 16, 2012]

                      Many China-based white-box vendors are showcasing 7.0-inch tablet PC models at shipment prices of US$65-80 and 10.1-inch models at US$100-110 at the 2012 Hong Kong Electronics Fair (Spring Edition) taking place during April 13-16.
                      These white-box vendors include Dream Technology, Aocos, PCTX, HKC, Onn and Onda.
                      These tablet PC models are equipped with chipset solutions mostly developed by China-based Allwinner Technology, Android 4.0, Wi-Fi modules, 4GB built-in memory, 800×480 or 1,024×600 16:9 touch screens, plastic casings. In addition, 9.7-inch tablet PCs equipped with IPS touch screens and metal casings are priced at US$130-140.
                      If these tablet PC models are also equipped with 3.5G modules, shipment prices will increase by US$45 on average, according to white-box vendors.
                      White-box vendors indicated that they have reached combined shipments of three million tablet PCs a month.

                      China-based white-box tablet PC makers ramping up shipments, say sources [DIGITIMES, April 13, 2012]

                      China-based white-box tablet PC makers have ramped up their combined shipments to three million units a month recently, and total shipments of tablet PCs by all makers are expected to top 50 million units in 2012, market research firm eMedia Asia has estimated.
                      In Guangdong province alone, hundreds of small- and medium-size businesses have entered the development and production of tablet PCs on an OEM, ODM or OBM basis, according to industry sources.
                      With the availability of Android 4.0 platform, white-box makers have rolled out tablets in 7-, 8-, 9.7- and 10.1-inch sizes with specifications catered to customer’s demand, said the sources, adding that the models target markets in the Middle East, Southeast Asia and Latin America.
                      The white-box makers are able to deliver a 10.1-inch model, which runs on Android 4.0 and has a display resolution of 1024 by 600 and 4GB built-in storage, at FOB prices of about US$100-110, indicated the sources.
                      Shipments of tablet PCs by China-based makers totaled 14 million units in 2011, eMedia Asia said.

                      Suggested further reading: Here is a recent set of briefing documents produced by Seasize Technology Co., Ltd, formed in 2007 in Shenzhen China with roots in trading of electronic goods for export as early as 2005, see: Support [Seasize, Aug 20, 2012] 

                      Download Free
                      CHINA TABLET PC SOURCING GUIDE (English) [Aug 8, 2012]
                      This is a guide to purchasing (“sourcing”) from China, and working with Chinese factories. It will probably be most helpful to people like me – entrepreneurs developing a new product or starting a new business that need to obtain parts and raw materials from China. It is written humorously, but hopefully there is some useful advice.
                      CHINA TABLET PC WHOLDSALES MARKET 2012(English) [Aug 7, 2012]
                      This article is provided by Seasize Technology- professional tablet PC manufacturer in Shenzhen,China, exclusively to customers. You may share this information to your friends and colleagues. Seasize should not be held responsible for any information that may be misleading or incorrect.
                      CHINA TABLET SOLUTIONS INTRODUCTION(English) [Aug 8, 2012]
                      This article is provided by Seasize Technology- China popular tablet pc solutions:chips company&chips introduction. The performance of a tablet model is determined by the tablet solution. To select and source the right tablet products, you have to know the difference among tablet solutions and identify the right tablet designers and manufacturers.
                      which are giving a kind of industry insider’s view into the complex world of the Chinese ICT goods market.
                      How relevant is it? A year earlier Company Introduction [Sept 5, 2011] described Seasize Technology’s business as:
                      After years of development, Seasize technology already has a strong domestic procurement and export capacities. We are committed to provide affordable and quality digital video and GPS navigation products. Our company persist the principle of: Customer first, quality first not only meets the needs of customers and has been recognized by customers.
                      Since its inception, the company mainly engaged in two major product lines: digital audio playback systems and GPS navigation devices,
                      Digital audio and video aspects of the products covered MP3/MP4/MP5 players, digital TV set-top box, digital television etc.
                      GPS navigation devices contain : GPS navigator, GPS tracker, networking version of GPS, GPS navigation and digital TV combo products, and the recently launched GPS navigation function with Internet personal terminal device (MID).
                      Based on trade in the same time, has been developing its own brand and own technology products, after years of effort, the company has filed multiple patents in the country, and has registered the brand. Dependent on many years of trading experience and technology accumulation Seasize Technology already has more advanced ability to enter  this industry. It can be  expected in the near future that we will get a place in the relevant fields, and access to long-term development.
                      Its new profile [May 27, 2012] stated a subsequently changed description as:
                      After years of development, we have grown up into a strong company which enjoys many advantages from procurement, production and export. We have passed ISO9001:2008 certificate in year 2011 and established a standard quality system that will ensure our delivery of quality product to our customers. Our product lines include two areas: digital audio&video products and GPS-related products. We are committed to provide our customers with cost-effective solutions, whose value has been seriously balanced against its prices.
                      and then there is a SOURCING GUIDE-Android Tablet pc,tablet pc,wifi tablet pc,google tablet pc,tablet pc review,wholesale tablet pc [Aug 8, 2012] page which was quite probably the marketing campaign page for the above documents with leads generated via registrations for each, with more direct indication of the China Tablet Solutions Introduction [Aug 8, 2012] as well as another one of Risks of Doing Business in China.
                      Seasize therefore is definitely trying to expand its purchasing business as well, so its documents could be valuable, even sufficiently authentic for those people who are potential partners of Seasize. As such these documents might describe the purchasing situation over there for everybody else as well. For Seasize’s track record of activities see: Seasize Technology Co., Ltd.: Newsletter Archive [May 31, 2011 – Aug 7, 2012 and beyond].

                      4. The Allwinner advantage 全志

                      image珠海 Zhuhai 全志科技 Allwinner Technology (150 ~ 499 employees) — 148 campus hirees only for 2013 (click here for a full content) recruited with a roadshow held in:
                      – 西安 Xi’an: at 西安交通大学 Xi’an Jiaotong University (XJTU) on Sep 18; at 西安电子科技大学 Xidian University on Sept 21
                      – 哈尔滨  Harbin: at 哈尔滨工业大学 Harbin Institute of Technology on Sept 25
                      – 武汉 Wuhan: at 华中科技大学 Huazhong University of Science & Technology (HUST) on Sept 22.
                      – 广州 Guangzhou: at 华南理工大学 South China University of Technology (SCUT) on Sept 17, at 中山大学 Sun Yat-sen University TBD
                      – 成都 Chengdu: at 电子科技大学 University of Electronic Science and Technology of China (UESTC) on Oct 11.

                      image

                      From jobyun.com:
                      = US$ 1,113

                      Company Overview of AllWinner Technology Co., Ltd.
                      [Bloomberg Businessweek]

                      AllWinner Technology Co., Ltd. engages in mixed-mode SOC technology research and VLSI design. The company’s products are used in high-definition television and digital photo frame markets. It also provides support services. The company was founded in 2007 and is based in Zhuhai [Guangdong province], China.

                      From: AllWinner Technology Selects ARM Cortex CPU and Mali GPU Technologies To Bring Integrated SoC To Android OS-Based, Connected Consumer Devices [ARM press release, April 12, 2011]

                      AllWinner Technology Co., Ltd was founded in 2007, and is engaged in mixed-mode SOC technology research and VLSI design.  AllWinner Technology is dedicated to be the major leader in the HD media field, to excel in low-power VLSI design, advanced technology and innovative architecture; to be the pulse of the consumer market, with a unique understanding of self-developed core technologies.  Through functionality, performance and cost advantages of integrated products and the industrialization of the operational capabilities of the market to provide customers with leading designs and services from SOC products to comprehensive solutions. 

                      From: Zhuhai sez daily: Gan Lin investigated in high-tech zones “two little two two high” enterprise [Allwinner press release, June 10, 2010]

                      Gan LinParty Secretary of Zhuhai city … accompanied by director of the CMC Qiu Shi, successively investigated the Kingsoft Park (Jinshan Software Park) project site, Xuan Garment Co., Ltd. Design Center, BOXlight (Po Wright) Medical Technology Inc., Tin Shui Power Technology Limited, Allwinner Technology Co., Ltd. and Bioenergy Limited. …
                      Zhuhai Allwinner Technology Limited is committed to becoming a leader of application requirements in the area of key technologies for HD multimedia and communication networks, radio and television networks, and the Internet “triple play”; specializes in low power VLSI design capacity of independent research and development of core technologies, has completely independent intellectual property rights. According to the General Manager [Chairman and CEO] of the company, Zhang Jianhui (张建辉), the Allwinner company was established in 2007. In the first two years to April 2009, the company had been working hard on technology R & D and did not earn a penny, then launched two categories for the introduction of a series of nine full HD network integrated smardescriptiont chips in order to become one of the leading manufacturer of ultra-large-scale system-on-chip and embedded software technology.

                      The roots of the Allwinner Technology:

                      May I ask [about] Zhuhai [珠海] Victory Technology [全胜 科技] – How can I like it? [http://laoyaoba.com in Chinese, Oct 23, 2010]  

                      Looking for a job, this company has come to our school, a little want to go, but I don’t know how on Earth is this company, [since there is] almost no information on the Internet, looking for an insider look, appreciate it!

                      The entrepreneurial team of Zhao Guangmin[赵广民先]’s [Zhuhai] Actions Semiconductor Co., Ltd. was brought over after Zhao’s unfortunate, untimely death. The Zhang Jianhui[张建辉]-led team, however, is still very strong in the Chinese semiconductor industry. It began to grab the PMP [Personal Media Player >>> MP3 etc.] market share last year, and it is estimated that [its] revenue this year should be around $ 30 million ….

                      The life and spiritual heritage of the legendary Chinese IC design industry leader Zhao Guangmin [Baidu in Chinese, Aug 27, 2007]

                      … In early 2006, Zhao Guangmin left Actions, where had been working for a number of years, and with a number of like-minded partners co-founded Victory (Zhuhai) Microelectronics Co. as chairman with aspirations to win a new peak. …

                      Actions pass the sudden departure of founder, investors have been excluded [VentureData.org, April 4, 2006], the picture of Zhao Guangmin below is from this source which is the Chinese origin of this material below:

                      Led the company successfully landed on the Nasdaq after 4 months, founder of Zhuhai Actions Semiconductor Co., Ltd. (hereinafter referred to as “Actions”), Zhao Guangmin [then vice chairman of the company] suddenly announced his resignation.

                      Zhao Guangmin the early 1980s graduated from Xi’an Jiaotong University, has a number of Semiconductor companies in the office. Zhao Guangmin founded in December 2001 and served as general manager [not CEO] of Actions. Actions a total investment of $ 10 million, primarily engaged in the development of VLSI design and test production. Taiwan-funded by the holding of shares in which Zhao Guangmin unknown.
                      Under Zhao Guangmin leadership, relying on keen to capture the opportunity to MP3 chips, Actions to achieve rapid development. In 2002, Actions Semiconductor sales only 1.08 million yuan [US$ 130K]; in 2003 sales increased to 4,000 million [US$ 4.3 million – see the chart later]; in 2004 sales soared to more 460 million [US$ 55.5 million], net profit up 200 million yuan [US$ 24.1 million].
                      At the same time, Actions also introduced more than a dozen proprietary chip. In 2004, the company was selected as the China Semiconductor Industry Association, the annual top ten IC design companies. To the fourth quarter of 2004, Actions in the global chip market share in the first MP3.
                      November 30, 2005, to Actions as the main Action Semiconductor Co.Ltd (Nasdaq: ACTS) in the U.S. Nasdaq market, the first phase of financing $ 72 million. Since listing, the market responded well to the Actions, and there have been investment banking analyst cut its rating to “buy.”
                      Actions with the same period of rapid development and to the patent dispute. Zhao Guangmin issue in the mail two days before departure, the U.S. International Trade Commission a preliminary ruling, Actions part of the audio processor infringes two U.S. SigmaTel’s patents. SigmaTel is the world’s leading mobile phones and digital audio players, chip vendors, the company early last year to the U.S. District Court in Austin, sued Actions Semiconductor infringed its patents.
                      “Now I can not say anything, but to leave and certainly nothing to do with the lawsuit.” Zhao Guangmin side of the phone hesitantly.
                      Zhao reasons for leaving, Actions official answer is “retired.” One of the company staff responsible for media relations, said, “Although less than the retirement age, but Zhao fame in this industry has made the decision to retreat is also very natural.”
                      However, close to Zhao Guangmin the industry does not think so. He said that Zhao’s departure and the investors.
                      The source said, as early as Actions Prior to listing, to facilitate investment in the idea of ​​a replacement company executives. Public information, Zhao Guangmin general manager of the term of Actions of August 2005, is the company going public push. Zhao’s successor as general manager, is working with many years experience in the semiconductor industry, China Taiwan nationals Yenan Hong.
                      On this course, after listing a media interview, Zhao Guangmin stunned: “In order listed, and sometimes take their cut first!”
                      According to Zhao said, in order to make more in line with investors Actions taste, Actions update prior to listing a number of board members and executives. Most of these people in the chip industry has a deep background and is familiar to foreign investors, including former vice president of operations SMIC Chiu Tsz Wan.
                      Interestingly, in the Actions of the prospectus, as the founder of Zhao Guangmin not appear in the list of shareholders, executives, Zhao’s team did not name.

                      Further explanation is given here, only two sentences are important to quote (the picture of Zhao Guangmin below is from this source which is the Chinese origin of this material below):

                      … [Till] June 2005 Zhao Guangmin has been Actions’ general manager, [then] since June to become vice president, and in November the company officially listed [that] Zhao Guangmin had [been] transformed into a vice chairman. … In fact, although Zhao Guangmin since 1993 as was general manager of Zhuhai Actions, but he has had no control of the company, the company has had been in a firm grip on the hands of equity investment in Taiwan.

                      Note that Actions is a still existing company keeping its description as under Zhao Guangmin’s leadersip: About Actions [Sept 6, 2005]

                      … Actions has successfully put into market some products, such as digital audio/video SOC chip and its total solution, a series of IC for digital potential meter, SOC chip for TV entertainment products and its total solution, … etc, since the first day it was found. All Actions’ products are under the protection of intellectual property law, and have been gradually showing their competitive power after directly joining the international market.

                      With management and techniques accumulated, high-tech and product positioning, precise market position, strong innovative power, Actions sustains fast improvement and development. In 2003, Actions was identified as one of the top 10 fastest growing IC design companies within the China area by the China semiconductor association; the same situation will happen again in 2004 as well.

                      Actions’ latest product developed under his leadership: Actions Introduces New Video Technology — Advanced Media Video (AMV) [Actions press release, April 10, 2006]

                      … provides comprehensive mixed-signal system-on-a-chip solutions for portable consumer electronics, today introduced a new generation of video technology, Advanced Media Video-AMV3.0.  This new technology supports a higher degree of picture resolution (QCIF i.e. 176 x 144), a better display of motion picture than the AMV1.0 and 2.0 technologies, and is capable of converting SWF files and other regular movie formats.  This technology was developed specifically to be the video engine for Actions’ new 9 series SoCs.
                      The history of Actions’ audio and video technology can be traced back to 2004, when Actions introduced two video technologies, MTV1.0 and MTV2.2, ahead of a majority of its competitors. This breakthrough innovation of Actions had risen the technology playing field of the entire digital music industry to a higher level.
                      “Although our current 9 series SoCs require conversion software to enable playback, our next generation of SoC products, embedded with a MIPS core, will support direct streaming video playback.  With the benefits of a MIPS core, the data processing speed will be much faster,” continued Mr. [John] Lee [Senior Product Manager of the company].
                      “The advancement of our MIPS core technology will remain consistent with our development in AMV4.0.  Furthermore, based on the MIPS platform, both the design house and the manufacturer will be able to freely take full advantage of their expert technology, thus providing them with a favorable position in a fiercely competitive market,” concluded Mr. Lee.
                      Here is the “Proven Management Experience and Expertise” slide (#11) from the May 2006 Corporate Overview of Actions presentation. Note that this was immediately after the departure of Zhao Guangmin and there were three managers from the original founding team, neither of them with executive power (as evidenced by EDGAR submissions), and only Shao Chuan (Shawn) Li is still with Actions as a director of the board (since September 2005) but more importantly as Chief Technology Officer (since the establishment of Actions in December 2001), while Zhang Jianhui was the head of Multimedia Division and as such he was the topmost manager with core innovation competency, and it was no surprise that he left Actions when Zhao Guangmin established his next venture, Victory (Zhuhai) Microelectronics Co. which after his death became the current Allwinner managed by Zhang Jianhui. (There is no information about Gong Hui.) Note as well that at the time of that presentation Actions had 280 employees; 210 engineers with IC, system, and software capabilities.
                      image
                      imageIt is quite remarkable that after Zhao Guangmin’s departure Actions went into decline as visible from the chart showing the revenues generated by the company. With $150M in 2005 Actions was the second-largest China-based fabless company. Employing not less than 280 people in 2006 the new Taiwanese executive duo of Nan-Horng Yeh as CEO and David Lee as CFO (both educated in the United States) have completely failed. This is all despite of their strategy to move into midrange products by developing mobile TV SoCs via licensing core technology from U.S.-based Mavrix Technology. See: SoC firm finds fertile ground in China [EDN, Aug 22, 2006]. This licensing decision led only into an industry sideline with stronger external reliance on MIPS processor cores (originally selected by Zhao Guangmin in July 2005 as the vice president, but for fast internal development) and a subsequent, necessary acquisition of Mavrix as licensee in 2010. Paradoxically Mavrix’s CEO, Dr. Zhenyu Zhou became even the CEO of Actions in December 2011. Only David Lee has still a high-level position with the company as chairman of the board. The future outlook for Actions is also rather uncertain as only a single analyst had any interest in the company’s Q2 2012 Results Call [Aug 7, 2012].

                      What a contrast with Zhao Guangmin’s new company which became after his death today’s Allwinner. Here is the Commemorate [what] Zhao insisted: a win-win situation, team together and do things realistic [Aug 24, 2007] by his deputy (??) and effective successor in charge of his Victory Microelectronics Co., Ltd., Zhang Jianhui:

                      Zhao went away from us, the circle of friends chatted about Zhao, and so far we are still unable to accept that this is a fact. Remembered Zhao, in addition to in the legendary entrepreneurial experience at Actions, we talk about the most, is the insistence of Zhao and low-key.
                      Speaking of the insistence of old Zhao, when Zhao won the Zhuhai Special Economic Person of the Year in 2004, in an interview he said: “As long as you choose the right direction, be sure to persist in walking, did not insist on was not successful.” It is this insistence on belief and perseverance of action which created Zhao’s unusual success story.
                      First, Zhao insisted on the concept of win-win, through the development of core IC products to add value for the customer, and industry chain downstream supporting enterprise vertical and horizontal, building win-win business model among enterprises, resulting in overall lead between the company and the customer.
                      Zhao served as general manager of Actions by virtue of more than 10 years accumulated of IC design and enterprise operating management experience. He led there a well-trained professional operating team to share common goals, to carry out efforts with hard work, to get global semiconductor industry attention via achievements. This made Actions from an unknown small company, in just a few years, China IC design industry’s  first to become a globally known enterprise. The MP3 multimedia master chip R & D accounted for more than 50% of the world market share. This led to billions of dollars via the quick formation of the MP3 industry chain in China, prompting mainland China to become world’s major export base of MP3 which has brought tremendous development and benefits to the consumer electronics industry [here].
                      This was for the first time as a mainland China IC design company established itself in the field of global consumer electronics products, mastered and mass provided the core technology products with international advanced level. Actions’ operating income grew significantly from a few million yuan in 2002 to 1.2 billion yuan in 2005, [thus] creating rapid growth of more than 100 times for the Actions Semiconductor in three years only, and [then] eventually prompting the success of Actions to be listed on NASDAQ.
                      Second, Zhao insisted on the need to uphold the integrity of the fundamental values [which] can be established between the team and the customer, [on the] long term sustainable growth of business culture, [that] the strength of the team is always greater than the power of any individual.
                      In the early venture days of Actions Zhao personally wrote a column for the internal publications, talked about the issues of development ideas and the reform of corporate culture, and also to encourage other executives to write articles for publication. Fixed each Wednesday [?his?] commuting leadership talked about the exchange of business issues, to develop common thinking habits and language of communication – because every time before this would open, the kitchen will cook a pot of noodles as participants of dinner, affectionately called “noodles will”.
                      This will sometimes be open until two o’clock at night, and the truth is argued more and more out; companies and departments use the monthly regular meeting with employees face-to-face communication. After a year passed, not only everyone has made great progress, but he also formed a fully functional teamwork of high degree of homogeneity and quality, great combat effectiveness of entrepreneurial backbone of the team, and subsequently laid a very good foundation to the success of the company.
                      Third, Zhao insisted on doing anything seriously, down-to-earth. He used to say that a 99.99% working IC is still not working. Design paradoxes are in place, it is where the BUG. In 1995 I and old Zhao did cooperative research and development projects for the first time. I was responsible for the system design, Zhao for the circuit design. There was no RTL coding method as now, the circuit was built by human hand structures. Zhao’s design adhered to repeated scrutiny and carefully optimized design logic based on clear, simple drawing. Sometimes he explained to me where is the circuit of the collar, which is the heart of the circuit and the limbs, old Zhao could meander, and the favorite circuit design is input ready.
                      It is quite unfortunate that China’s IC design industry has lost an outstanding leader, and friends lost an honest, down-to-earth best friend. However, true to Zhao’s spirit, I believe in increasing prosperity and burgeoning growth of Chinese IC design, offering useful lessons and inspirations, and I believe this will also correspond to Zhao’s heartfelt wishes and expectations.
                      Mr. Zhao Guangmin may rest [in peace] .
                      Author: Zhang Jianhui, Victory Microelectronics [全胜] Co., Ltd. (Zhuhai), general manager, for the friends and colleagues of Zhao Guangmin years
                      For more information see Mr. Zhao Guangmin Memorial page [Aug 29, 2007] of eMedia Asia Global resources. Note from there that he entered the university in 1977 which is the first year of entry after the Cultural Revolution when only exceptional people were able to enter the universities. More explanation about that phenomenon see in Yoshida in China: Cultural rev survivors leap forward [EE Times, Oct 1, 2012]

                      Allwinner’s close cooperation with ARM Holdings started with Victory Technology selects ARM processor for ultra-low-power high-definition network video applications [joint press release available only in Chineese on eetrend.com and elsewhere, Feb 9, 2010]

                      ARM926EJ-S processor to achieve high-definition video processing while reducing power consumption by up to 50%.
                      Zhuhai Victory Technology Co., Ltd. (referred Victory Technology) and ARM [(LSE: ARM); (Nasdaq: ARMH)] today jointly announced: Victory Technology licensed the ARM926EJ-S ™ processor for its IC design for ultra-low-power high-definition network video applications. These applications include: home Internet video streaming via the Internet, cable television and wireless network high-definition video player and other network video equipment.applications include: home video streaming via the Internet, cable television and wireless network high-definition video player and other video devices on the network.
                      Victory CEO Zhang Jianhui said: “In addition to the well known high-performance and low-power characteristics, another important feature of the ARM ® processors is versatility, they can bring better scalability, reducing the workload and difficulty of development, and shorten time to market. These features help us design IC products for the fast-changing Internet video applications, and are very important. ARM has always spared no effort to promote innovation through its strong product planning, which provides an opportunity for us to further cooperation in the future. The resources required to design the system is very rich around the ARM ecosystem, and we are very confident in each other’s cooperation capability that it will be successful.”
                      With more and more Chinese consumers having broadband access at home or on the move, China’s Internet video applications market is developing very rapidly. With rich experience in the field of video processing technology, as well as a deep understanding of the market, combined with ARM’s top high-performance, low-power processor technology Victory Technology has the capability to meet the standards and local consumer demand to develop IC products for the high-definition Internet video equipment. Through the use of excellent performance at low power consumption of ARM926EJ-S processor as well as Victory Technology’s ultra-low-power design techniques, the company hopes that its new chip can achieve 50% of energy consumption savings versus the similar products on the market, without sacrificing performance needed for HD video streaming on the Internet.

                      Brief English content appearing about the same on Sept 26, 2012:
                      Gan Lin, Party Secretary of Zhuhai, Visited Allwinner Technology

                       

                      全志科技

                      全志科技

                      Gan Lin, Party Secretary of Zhuhai, accompanied by several other leaders, visited Allwinner Technology on June 10, 2011.
                      During the visit, Gan gave Allwinner Technology credit for its independent R&D and spirit of leadership in technology. He pointed out that Allwinner Technology should continue embracing innovation to boost its competitive edge and accelerate the development of strategic emerging industry.

                      A10 won “The Most Promising Award” on the Sixth “China Chip” Ceremony [Allwinner press release, in Chinese: Dec 31, 2011, reproduced in English: Sept 26, 2011]

                      Allwinner Technology A10, xPad SoC of High Integration and High Definition, has won “The Most Promising Award” in China IC Industry Promotion Conference 2011, also the sixth “China chip” ceremony held in Jinan on December 16th.
                      The China Chip hosted by the Software and Integrate Circuit Promotion center (CSIP) of Information Industry Ministry, is a rather influential ceremony among domestic IC enterprises, experts, as well as other manufacturers involved in the industry chain. More than three hundreds enterprise representatives attended this ceremony.
                      On the basis of striking video codec technology, DVFS, multi-core multiplexing technology, and advanced 55nm process, A10 outruns other competing solutions in its high integration, and outstanding multimedia and network processing capability. It supports 3D video playback, 2160P ultra-HD video decoding and 1080P HD H.264 video encoding, multi-screen, and integrates full-format audio codec engine, rich A/V outputs such as HDMI, LVDS, VGA, TVOUT, etc, and memory interfaces such as DDR3, DDR2, LPDDR1, NAND flash, etc, plus its edge in BOM and power consumption, it becomes one of the most favored solutions after marketing for several months, and is honored “the most promising” solutions in this ceremony.
                      Zhang Jianhui, General Manager of Allwinner Technology, said that this award bears testimony to the efforts Allwinner has made in the past few years, and will definitely encourage Allwinner to come up with better solutions to meet customer demand, and carry forward the IC industry.

                      Allwinner Technology and ARM working together to get to market quicker [ARM’s Multimedia blog, June 19, 2012in Chinese on Oct 4, 2012]

                      Attached ImageThe dynamics of the mobile device industry can be seen in the rise of tablets and in particular the growth in Android based tablets. This new form factor has grown to an expected 100M shipping volume in 2012 with this being projected to exceed 200M by 2016 – when Android tablet shipments is expected to be over 50% (Source: IDC). This new form factor and pace of change have opened up opportunities for new companies to offer specific System on Chip (SoC) businesses a chance to address this market. Allwinner Technology Co., Ltd.is one of these. Over the last 12 months Allwinner Technology has become one of the major China Android tablet SoC chip vendors, with many of the Android tablet OEM system makers adopting our chip and system solution. A key industry analyst in China expects 40M Android tablets to ship in the China grey market in 2012, and it is expected that 60% of the share will be from Allwinner Technology.
                      Attached ImageThis rapid time to market has been achievable through the close working relationship and usage of ARM Intellectual Property (IP). Allwinner Technology uses a combination of the ARM CortexTM-A8 and ARM MaliTM-400 MP. This combination enables Allwinner Technology to balance the required performance needs for tablet applications with the power consumption boundaries of a mobile device. By working with ARM for both CPU and GPU elements Allwinner Technology have been able to maximize the benefits of both high performance with low power consumption that ARMs years of knowledge in the mobile device market brings to new entrants to the market.
                      Allwinner Technology has gone from the licensing [in April 2011] of the Mali-400 to production silicon in 7 months . This speed of execution has been enabled by the close linkage between the CPU and GPU from a design perspective, the RVDS [toolchain, the legacy solution for software development on older ARM processors replaced by the new ARM Development Studio 5, DS-5] and ARM DS-5TM toolchain [comprises tools such as the best-in-class ARM C/C++ Compiler, a powerful Linux/Android™/RTOS-aware debugger, the ARM Streamline™ system-wide performance analyzer and real-time system model simulators, all conveniently packaged in a user friendly integrated development environment (IDE) based on the Eclipse] and the out-the-box quality software drivers which are all supported by localised support teams. All these elements combined have enabled Allwinner Technology to move swifter and in an agile way to address the needs of this market and we look forward to working with ARM going forward.
                      Attached Image
                      Guest Partner Blogger:
                      Jack Lee, CMO, Allwinner Technology Co., Ltd.

                      ARM gaining traction in GPU IP market [DIGITIMES, June 22, 2012]

                      … ARM has expanded its GPU licensee base at a fast pace, according to Kevin Smith, VP of strategic marketing at the firm’s media processing division. Taking the China market as an example, ARM’s Mali GPUs are currently shipping in over 70% of graphics-enabled digital TVs, 50% of Android tablet PCs and 20% of Android phones, said Smith.
                      ARM’s partners are forecast to ship more than 100 million Mali GPUs in 2012, up over 100% from 2011 levels, Smith indicated. The anticipated shipment rise – driven by brisk demand for Android smartphones and tablets, and China’s growing smart-TV market – will boost ARM’s presence significantly in the global GPU-IP market this year, Smith added.
                      ARM’s Mali GPUs are targeted at smart TVs, handsets and tablets, which require high-definition graphics and higher picture fluency, Smith stated. The product line has been enhanced to meet various customer needs such as high-resolution images, multi-game offerings and energy saving, Smith said.

                      Combining with ARM’s CPU platform, the Mali GPU technology comes with additional features such as power efficiency, Smith noted. The combination is able to generate a complete multi-IP solution, Smith said.

                      In addition, Smith indicated that ARM’s solutions are able to help system customers speed up time-to-market. For example, it took less than half a year for both China-based AllWinner Technology and Rockchip Electronics to launch their integrated CPU-GPU SoC solutions targeting the local tablet PC market, Smith said.

                      New ARM DS-5 v5.9 Toolchain Provides Developers With an Integrated Processor and GPU Software Optimization Platform For Mobile Gaming [ARM press release, March 5, 2012]

                      ARM today released the latest edition of the ARM Development Studio 5 (DS-5™ v5.9) toolchain with additional support for graphics analysis on ARM Mali Graphics Processing Units (GPUs). The toolchain can be downloaded by developers today, enabling them to achieve integrated optimization across the whole system, including both the applications processor and GPU. The ARM DS-5 v5.9 toolchain provides significant benefits to semiconductor suppliers and OEMs, as well as mobile application and game developers, by enabling improved system visibility and decreased time-to-market. In particular, the ARM Streamline™ Performance Analyzer, within the DS-5 toolchain, allows developers to design more interactive interfaces and immersive game play for end users whilst extending battery life. This will enable next generation user experiences for use on smartphones, tablets, smart-TVs and set-top boxes.
                      The launch of the updated toolchain addresses the increasing demand for high-performance graphics development. Such advanced visual computing capabilities will deliver next generation smartphone and tablet applications where console-like gaming graphics, 3D User Interfaces (UI) and Augmented Reality (AR) will be the norm. Multicore systems, such as these, benefit from optimization of intensive tasks where integrated applications processor, GPU and memory subsystem designs can be configured to achieve the highest levels of performance and energy-efficiency.
                      By using the ARM DS-5 v5.9 toolchain, developers can quickly and easily locate system performance bottlenecks across the Cortex processors, Mali GPUs and System IP, enabling the creation of faster applications and accelerating the software development cycle.
                      … [additional information: Developing Top Performing Graphics Applications for Android Made Easy [ARM’s Software Enablement blog, March 7, 2012] and

                      ARM Launches Free Toolkit For Android Application Developer Community [ARM press release of the DS-5 Community Edition, Nov 28, 2011]]

                      The first Allwinner A10 tablets came to the market from a number of vendors in November 2011. See just these reports by Micdigi from China:

                      In December more tablets of that kind came to the Chinese market as Micdigi reported:

                      The tablet based on Allwinner A10 processor and 5-point touch capacitive screen [Dec 7, 2011]

                      Recently, Allwinner tablet PCs are so popular. 7-inch capacitive screen tablet based on Allwinner [Cortex-]A8 solution sells for only $80.

                      Now I will introduce a tablet based on Allwinner A10 from Shenzhen HongYuXing.

                      Based on Allwinner A10 processor, Q780 is launched [Dec 8, 2011]

                      Allwinner A10 has so good cost performance that it is the most suitable chip for entry level tablet PCs.

                      Q780 from Shenzhen Xlong is launched.

                      Allwinner A10 tablet—PC741 [from Shenzhen Inote] [Dec 12, 2011]

                      Now the tablet chips are like a hundred flowers in bloom, like ten thousand horses galloping ahead. Allwinner A10 appeared late in the market but they came back. At present most of the tablet PCs from China are based on Allwinner A10 chips.

                      Q701 based on Allwinner A10 [Dec 16, 2011]

                      With cheap price and powerful performance for video playback, Allwinner A10 processor is popular in the world.

                      Q701 is introduced Allwinner A10 processor.

                      Then the events unfolded as follows:

                      Based on high cost performance, Allwinner A10 has good sales after the Spring Festival. The chips with high cost performance are welcome.

                      AMLogic based on A9 core is a high-end chip, which is introduced by SONY and Philips.

                      RockChip chips became cheaper and cheaper since Allwinner released A10.

                      As the first chip of Allwinner, A10 is released with cheap price, which makes it has good sales. Allwinner is a famous company in MP3 times so that Allwinner has a strong customer base.

                      In addition, A10 has few bugs since it is released. The performance of other chips is not stable in the beginning, such as RK2808 and VIA8505.

                      The agents who have ordered VIA chips go to order Allwinner A10. VIA will release VIA8850 next month [but mass production just started in June, see later] which is based on A9 core. The performance is not different from A10. It means that it does not have any advantage.

                      VIA8850 will be cheaper than Allwinner A10. Allwinner will release A13 to compete with VIA8850 so that VIA will get in a difficult position. [Was more expensive the the A13 when  mass production started in June, see later]

                      MTK will release MTK6575 which is the upgraded version of MTK6573, based on dual-core, 1GHz frequency and A9 core. The chip with excellent call function is mainly introduced by smart phone. It is also suitable for tablet PCs.

                      AMLogic will release AMLogic M6 and RockChip will release RK30XX. They are all dual-core chips.

                      [for RK30XX  and the earlier RK29XX and RK28XX see MWC 2012: Fuzhou Rockchip Electronics [this same ‘Experiencing the Cloud’ blog, March 13, 2012] where it is stated: Samples of the Rockchip RK30xx platform will be available in March 2012]

                      At present, there are few new products in the market, but many new products will be released in May.

                      As Allwinner A10 solution is so cheap, it is introduced by most of Chinese tablet PCs.

                      The Allwinner A10 PCBA from Shenzhen Crownho sells for about $27.

                      With this PCBA, the cost price of the tablet will be less than $64, such as DA701 [tablet] based on capacitive screen, which sells for about $63.5.


                      INSERT ABOUT THE CURRENT AND FUTURE SoC COMPETITION

                      Competitive SoCs from Chinese vendors that were available in March’12 or came soon after March’12:
                      Amlogic 8726-MX (dual core), 8726-M3; Rockchip RK3066(dual core), RK2918Source: http://www.eeworld.com.cn/xfdz/2012/0725/article_14042.html
                      (A10 $7, A13 $5)image

                      Among those competitors the Rockchip RK3066 (dual core) became a market leader in China on its own as was already shown in the very beginning by the example of Window N90 Dual Core II 2 (16G) leading the dual core market in China:

                      No surprise therefore that this is also a kind of leading product on the global market as shown by Merimobiles:
                      List Price: $399.99 Your Price: $214.99 (with shipping)

                      First Review – Window N90 Dual Core II 2 – RK3066 IPS – Purchase at: Merimobiles.com [MrTasselhof YouTube channel, May 24, 2012]

                      while the Benchmarks Review – Window N90 Dual Core II 2 – RK3066 IPS – Purchase at: Merimobiles.com [MrTasselhof YouTube channel, May 24, 2012] is:

                      Window N90 II – Dual Core – SlateDroid Forum: – http://www.slatedroid.com/forum/337-window-n90-ii-dual-core/ Window N90 Dual Core II – WiFi Benchmark Results – http://www.slatedroid.com/topic/33590-benchmarks-window-n90-dual-core-ii-wifi&#8230; Window N90 Dual Core II – Internal Components Pictures – http://www.slatedroid.com/topic/33614-window-n90-dual-core-ii-teardown-compon&#8230;

                      and the global dual-core competition represented by Merimobiles as follows:

                      Window N90 Dual Core 1.6GHz RK3066 9.7 Inch Comparison Chart

                      imageNote that for the 1.5GHz Windows N70 (as opposed to the above 1.6GHz version available globally) the AnTuTu v2.4 benchmark on the PConline is on the right (see also: AnTuTu Benchmark):

                      Since a multiple core Cortex ARM based Allwinner SoC will come just after those SoCs (“processors” – as named wrongly) shown in the table above, given the credentials of Allwinner presented in this post I dare to predict that the next-generation in the “A series” SoCs from Allwinner will beat the Rockchip RK3066 (or RK30XX in general) and others. There was just one concrete rumor recently: Ampe Allwinner Cortex-A7 Quad-core Tablet is Coming [ChinaEshops.com, July 12, 2012]

                      Rockchip and AMLogic dual-core tablet come out to snatch the tablet PC market while AllWinner dual-core tablet keeps in silence. Although Allwinner A10 & A13 still hot in the middle-low end market. Rockchip RK3066 and AMLogic AML8726-MX has already listed for two months from the beginning of May. Now these two chip still mainly occupy the china dual-core tablet PC market. Freescale’s quad-core tablet PCs begin to launch, even Tegra3 quad-core.  Obviously, allwinner may it is late for launch dual-core, but it doesn’t mean that Allwinner will give up dual-core tablet.  Allwinner will launch Quad-core chips in August. Latest news report that AMPE will launch a new 10.1 Inch IPS Tablet PC equipped with allwinner quad-core processor.
                      According to latest report the allwinner quad-core is using ARM Cortex-A7 structure. …
                      max says: August 8, 2012 at 8:43 pm
                      any news on this.
                      chinaeshops says: August 31, 2012 at 5:11 pm
                      Sorry, it is coming soon
                      .

                      As a matter of fact the Cortex-A7 was meant to be a companion ship for the Cortex-A15, all targeted for 28nm TSMC technology which is in extremely tighty supply at least till the end of the year. On the Cortex-A7 Processor—Related Products page we can find (among other things) that:

                      Physical IP

                      ARM Physical IP Platforms deliver process optimized IP, for best-in-class implementations of the Cortex-A7 processor at 40nm and below. A set of high performance Processor Optimization Packs (POPs) containing advanced ARM Physical IP for 28nm technologies to enable rapid development of leadership physical implementation supports the Cortex-A7 processor. ARM is also working early to assure a roadmap to 20nm optimizations. Optimization packs support ARM’s strategy of offering specifically targeted Physical IP to enable Partners to achieve tuned implementations of ARM cores. ARM is uniquely able to design the optimization packs in parallel with the Cortex-A7 MPCore processor architecture, enabling the processor and physical IP combination to deliver workstation class performance in a mobile power envelope while facilitating rapid time-to-market.

                      But according to the later ARM Expands Processor Optimization Pack Solutions for TSMC 40nm and 28nm Process Variants [ARM press release, April 16, 2012] Cortex-A7 PoP became available for both “TSMC 40LP” and “TSMC 40 LP high speed options” type of process technologies (where LP stands for “Low Power”). This practically means that Allwinner can indeed deliver by this time its next-gen SoC at 40nm.

                      Breaking news:

                      1. Quad-core tablets large chaos department: Allwinner quad-wide prototype will debut in November [Bolopad.com, Oct 3, 2012]

                      Before beginning I have to say to you: “I’m sorry”. Because last week we happily told everyone interested in quad-core prototype that it appeared in September, and it is not far from the days of mass production. But yesterday your editor suddenly received a mysterious call to be informed that the Allwinner quad-core prototype can’t come in September, it is estimated to be out in November to meet with you. I really wanted OOXX to be cursed to death (thought better of course).

                      2. Exclusive: Allwinner quad-core processors code-named A15X coming soon [Bolopad.com, Sept 18, 2012]

                      All right, now that the product finally appeared, we at Bolopad are also excited and highly interested in the quad-core chip code-named A15X (don’t get me wrong, this A15X has nothing to do with Apple A15 [rather Cortex A15 wrongly percieved by many to be in the A6 SoC of the iPhone 5]). Now the related PCBA layout began to take shape, the chip samples came out and so on. Last reportedly bounced because the Allwinner quad-core is dependent on [Cortex] A7 architecture build, but as 40nm and 32nm was short of the desired effect, the 28nm tapeout eventually came in to achieve the desired results.

                      END OF THE INSERT ABOUT THE CURRENT AND FUTURE SoC COMPETITION


                      NOW BACK TO THE CADENCE OF
                      ALLWINNER A10-RELATED EVENTS & INFORMATION:

                      An even bigger market push started when Allwinner A10 with the Android 4.0.3 Software Development Kit was officially launched on March 10, 2012. From the press release:

                      TSMC’s 55 nanometer “half generation” derivative of the 65-nanometer process technology directly miniatures 90%, including input/output and analog circuits, for customer provides competitive advantage with single die cost significantly reduced, while can also save power consumption by 8% at the same speed of operation.

                      As it was reported later in Taiwan: Allwinner Technology Introduces New SoC Platform on TSMC 55nm Process [CENS, March 29, 2012]

                      Allwinner Technology Co., Ltd., a leading supplier of high-definition media semiconductor solutions headquartered in Shanghai [Zhuhai, as the contact address is: Block 1 Software Park, Zhuhai City, Guangdong Province, B6, four], recently released a new system-on-chip (SoC) platform based on Taiwan Semiconductor Manufacturing Co.’s (TSMC’s) 55nm process technology.
                      The platform, codenamed A10, employs advanced SoC design technology to integrate central processing unit, graphic processing unit, high-definition multi-frame video engine, 3D multi-screen engine, and high-speed video interface module on a chip.
                      Equipped with Allwinner’s Android 4.0.3 Software Development Kit, A10 consumes fewer energy to achieve higher computing efficiency on mobile devices.
                      Using TSMC’s 55nm process technology, A10 is able to deliver quality dynamic voltage frequency scaling (DVFS) performance and brand new video management capability on mobile computing devices, and extend battery lifespan of the devices.
                      TSMC’s 55nm process shrinks geometry of integrated circuits, including I/O, on chips by 90% as compared with chips with 65nm process, considerably cutting down cost of every single chip and saving electricity on a chip by 8% relative to competing chips.
                      Allwinner General Manager Zhang Jianghui pointed out that TSMC has been a reliable partner supporting Allwinner in product production, quality and lead time.

                      Allwinner Technology-A10 [product page, April 13, 2012]    The full Jifh A10 chip

                      In A10 Allwinner used 55nm technology, the integrated chip has four times full HD [i.e. the 2160p “Quad HD”] video decoding technology, smart power management system CoolFlex, HD multi-screen display processing and output, efficient and high-speed system architecture, mixed analog-digital high-speed signal design and integration of advanced technology, and integrated, smart power balance, and more items of leading technology. A10 is mainly used in tablet PCs, high-definition players, smart phones, network set-top boxes, smart TV machines.
                      With A10, Allwinner Technology will drive SoC into a brand new era of connected Smart HD which can enhance the application of connected HD SoC as well as user experience of electronic multimedia products. A10 is offering MULTI-CHANNEL decoding and 1080p encoding, MULTI-CHANNEL display with independently developed advanced frame, as well as MULTI-CHANNEL Analog TV Decoder Interfaces. What’s more, power consumption can be much lower than its competitors during 1080p decoding process.
                      Features
                      • VPU
                        HD Video Decoding (Super HD 2160P/3D Film)
                        – Support all popular video formats, including VP8, AVS, H. 264 MVC, VC-1, MPEG-1/2/4, …
                        HD Video Encoding (H.264 High Profile) [datasheet: 1080p@60fps]
                        – Support encoding in H.264 format
                        [datasheet: 720p@100fps]
                      • Rich Connectivity
                        – USB2.0 Port
                        – CSI, TS
                        – SD Card3.0
                        10/100 Ethernet controller
                        CAN Bus, Built-in SATA2.0 Interface
                        I2S, SPDIF and AC97 audio interfaces
                        PS2 , SPI , TWI and UART
                      • DPU
                        MULTI-CHANNEL HD displays
                        Built-in HDMI
                        – YPbPr, CVBS, VGA
                        – LCD interfaces: CPU, RGB, LVDS up to Full HD
                      • Boot Devices
                        – NAND FLASH
                        – SPI NOR FLASH
                        – SD Card
                        – USB

                      • Powerful Acceleration
                        – Graphic( 2D/3D)
                        – VPU(Super HD)
                        – APU
                        – E-reader

                      Benefits
                        • High-performance processing and multimedia capabilities
                        • Outstanding Super HD 2160p/3D Film video decoder makes bunds of creative application possible
                        • High level of integration enables you to launch products in less time, with less effort and at a lower total system cost
                        • Further development Kits, including OS BSP( Android2.3.4, Linux2.6,WinCE6.0)
                        Typical Application

                        Pad
                        Integrated Smart TV
                        Internet Player
                        Vehicle Multimedia Center
                        HDMI Dongle
                        Projector

                        2160p [Wikipedia, excerpted on Sept 18, 2012]

                        2160p is the shorthand name for 4K UHDTV, a video mode planned to appear in future HDTV products.[1] It has a resolution of 3840×2160 (8.3 megapixels in the 16:9 aspect ratio) and is one of the levels of Ultra-high-definition television.[2][3][4][5] The number 2160 stands for 2,160 lines of vertical display resolution, while the letter p stands for progressive scan or non-interlaced. In a progressive image, the lines of resolution of the image go from the top of the screen to the bottom.
                        2160p is also called “Quad HD” since it displays four times the number of pixels of the highest HDTV standard resolution, 1080p (a standard which is also known as “Full HD“). The only planned higher definition format for television is 8K UHDTV.
                        Phillips has made a 3D Quad HDTV with a native resolution of 2160p.[6]
                        In June 2012, Toshiba launched the world’s first 3D TV without glasses with 9 parallax images which passed through special lenticular lenses to deliver 3D effect with glasses-free on a 55″ Toshiba Regza RZ1 Quad Full HD TV, 3840x2160p resolution.[7] Due to delivered 9 parallax images at the same time, so the 3D image will only be seen as HD 720p (1280×720) —> 3840×2160 = 9x1280x720.
                        Sony plans Quad HD TV to launch between 2012 and 2020. Holographic Versatile Discs and Blu-ray Disc may be used for 2160p video, since it theoretically has a storage capacity of up to 10 Terabytes.[citation needed]

                        The AllWinner A10 System on Chip Specifications [the alternative allwinner.com product page, July 20, 2012]

                        Overview

                        Using 55nm technology, Allwinner Technology’s A10 SoC chip integrates full HD video decoding technology, multi-screen display processing, various analog-digital I/O interfaces, and a high-speed efficient ARM core with intelligent power management. The A10 is used in a number of consumer products such as tablet PCs, high-definition players, smart phones, network set-top boxes and mobile media hubs but with the availability of excellent development tools, the A10 is positioned to expand that list.

                        Key Features

                        VPU
                        HD Video Decoding (Super HD 2160P/3D Film)
                        Support all popular video formats, including VP8, AVS, H. 264 MVC ,VC-1, MPEG-1, 2,4, …
                        HD Video Encoding (H.264 High Profile)
                        Support encoding in H.264 format
                        1080p @ 60 fps
                        720p @ 100 fps
                        DPU
                        MULTI-CHANNEL of HD displays
                        Built-in HDMI v1.3/v1.4
                        YPbPr, CVBS,VGA
                        LCD interfaces: CPU, RGB, LVDS up to Full HD
                        Rich Connectivity
                        THREE USB2.0 Port (OTG/HOST/UTI)
                        UTI Digital TV(TS over USB)
                        CSI(2), TS(2)
                        SD Card3.0(4)
                        10/100 Ethernet controller
                        CAN Bus, Built-in SATA2.0 Interface
                        • I2S, SPDIF and AC97 audio interfaces
                        PS2 (2), SPI (4), TWI (3) and UART (8)
                        Boot Devices
                        On board NAND FLASH
                        SPI NOR FLASH
                        SD Card
                        USB
                        Powerful Acceleration
                        Graphic( 2D/3D, Mali400 MP)
                        VPU(Super HD 2160P/3D)
                        APU
                        E-reader
                        Support text in EPUB, PDF, FB2, PDB, CHM, HTML, TXT
                        Support coding format in ANSI/ASCII, UTF-8, UTF16-BE, UTF16-LE, GB2312, EUC-KR, SHIFT-JIS, Windows-1250/1251, Support Chinese, English, French, Italian, Spanish, Dutch, Russian, Japanese, and Korea
                        CPU/GPU
                        ARM Cortex-A8 at 1.2 Ghz without cooling
                        • 32KB I-Cache/32KB D-Cache
                        256KB L2 Cache
                        MALI 400 MP GPU
                        ARM NEON general-purpose SIMD engine
                        Memory
                        DDR3 SDRAM, 32-bit 16G bits Memory Capacity
                        • SLC/MLC/TLC/DDR NAND
                        8 flash chips, ECC 64bits
                        Memory Capacity up to 64GB/chip
                        Security
                        Trustzone Technology and DRM
                        Supports DES, 3DES AES encryption/decryption
                        Support SHA-1, MD5 message digest
                        hardware 64-bit random generator
                        128-bit EFUSE chip ID
                        PMU
                        Flexible built-in power options
                        Intelligent Power Select allocates power safely and transparently among USB, external AC adapter, Li-battery and application loads
                        adaptive and USB-compatible PWM charger
                        Benefits
                        • Very high performance processing and multimedia capabilities
                        • Hardware acceleration enables very low power consumption for HD video and graphics
                        • High level of integration makes you can launch product in less time, with less effort and at a lower total system cost
                        • Optimized Standard Operation Procedure (SOP) creates high First Pass Yield (FPY) in mass production
                        • OS Board Support Packages for Android, Linux and WinCE

                        AllWinner A10 Datasheet V1.0

                        NEW Allwinner Technology-A10s [product page, Sept 26, 2012]

                        全志科技 A10s 芯片

                        Allwinner Tech has expanded its processor lineup to include a new ARM Cortex-A8 chip A10s which is even more competitive for HDMI Dongle with higher performance (ManyCore Structure), better compatibility of Streaming Video Protocol/local multimedia formats, lower power consumption, and lower total system cost. As the brains of Android 4.0.4, A10s makes multitasking smoother, apps loading more quickly, and anything you use responds instantly. What’s more important, A10s is available in BGA336 package with Audio Codec, and HDMI integrated.
                        Features
                        • CPU / GPU
                          – ARM Cortex-A8 Core
                          – 32KB D-Cache / 32KB I-Cache
                          – 256KB L2 Cache
                          – Mali-400 3-D Engine
                        • VPU
                          – HD Video Decoding
                          – 1920 * 1080 @ 30fps
                          – Support VP8/6, H.264/H.263, WMV9/VC-1, WMV7/8, MPEG-4/2/1, Xvid, etc
                          – HD Video Encoding
                          – Support encoding in H.264 format up to 1920 * 1080 @ 30fps
                        • HDMI
                          HDMI 1.4
                          1080P Output
                        • Boot Devices
                          – NAND Flash
                          – SPI Nor Flash
                          – SD Card
                          – USB
                        • Ultra-low System Power Consumption
                          15 ~ 20% lower than competitors
                        • DPU
                          – LCD Interfaces: CPU, RGB
                        • Memory
                          – DDR2/DDR3: Up to 533MHz
                          – 16 bits/32 bits Data Bus
                          – MLC / TLC / SLC / EF-NAND
                          – ECC 64-bit
                          – Support NAND of 4xnm, 3xnm, 2xnm …
                          – Support NADN of Samsung, Toshiba, Hynix …
                        • Peripherals
                          – USB2.0 OTG, USB2.0 HOST (OHCI / EHCI)
                          – SD Card V.3.0, eMMC V.4.2
                          – SPI, TWI and UART
                          TS Port
                          EMAC
                          – CSI
                          IIS
                        • Audio Codec
                          – integrated Audio Codec
                          – MIC/FM/LINEIN Input
                        • Powerful Acceleration
                          – Graphic (3D, Mali400 MP)
                          – VPU (1080P)
                          – APU
                        • Package
                          BGA336, 14mm*14mm
                        Benefits
                        Optimum multimedia and processing abilities
                        Lower power consumption of HD videos and graphics due to hardware acceleration
                        Lower power consumption of HD videos and graphics due to hardware acceleration
                        Total solution, including OS BSP (Android 4.0.4 UP)
                        Typical application

                        HDMI Dongle
                        Homlet (Android Box)

                        And A10s is definitely coming to the market as per this [Sept, 21, 2012] discussion thread

                        Today I found a seller on on a website selling new model of Android TV stick, it claims adopting new A10S chip & support DLNA function that is just what I want, is that a good deal?

                        Allwinner Technology-A13 [product page, April 13, 2012]

                        The full Jifh A13 chip

                        Allwinner Technology has expanded its processor lineup to include a new ARM Cortex-A8 chip A13 which is even more competitive for Android tablets with higher performance (ManyCore Lite), lower power consumption, and lower total system cost. As the brains of Android 4.0. 3, A13 makes multitasking smoother, apps loading more quickly, and anything you touch responds instantly. What’s more important, A13 is available in eLQFP176 package with Audio Codec, and 2 Points R-TP integrated.

                        Features

                        • CPU / GPU
                          – ARM Cortex-A8 Core
                          – 32KB D-Cache / 32KB I-Cache
                          – 256KB L2 Cache
                          – Mali-400 3-D Engine
                        • VPU
                          – HD Video Decoding
                          – 1920 * 1080 @ 30fps
                          – Support H.264, H.263, VC1, Mpeg1/2/4, Divx 3/4/5/6, Xvid, VP6 / 8, AVS etc
                          – HD Video Encoding
                          – Support encoding in H.264 format up to 1920 * 1080 @ 30fps

                        • Boot Devices
                          – NAND Flash
                          – SPI Nor Flash
                          – SD Card
                          – USB
                        • Ultra-low System Power Consumption
                          15 ~ 20% lower than competitors
                          – Smart Backlight: auto adjust backlight acc. to the image display

                        • DPU
                          – LCD Interfaces: CPU, RGB
                        • Memory
                          – DDR2/DDR3: Up to 533MHz
                          – 16 bits Data Bus
                          Memory capacity up to 512MB
                          – MLC / TLC / SLC / EF-NAND
                          – 2 flash chips, ECC 64-bit
                          – Support NAND of 5xnm, 4xnm, 3xnm, 2xnm …
                          – Support NADN of Samsung, Toshiba, Hynix …
                        • Peripherals
                          – USB2.0 OTG, USB2.0 HOST (OHCI / EHCI)
                          – SD Card V.3.0, eMMC V.4.2
                          – SPI, TWI and UART
                          – integrated Audio Codec
                          – CSI
                        • R-TP Controller
                          – 4-wire resistive TP interface
                          2 points and gesture detection
                        • Powerful Acceleration
                          – Graphic (3D, Mali400 MP)
                          – VPU (1080P)
                          – APU
                          E-Reader
                        • Package
                          eLQFP176

                        Benefits
                          • Optimum multimedia and processing abilities
                          • Lower power consumption of HD videos and graphics due to hardware acceleration
                          • Much faster, easier and cost efficient product launch due to the high integration
                          • Further development kits, including OS BSP (Android 4.0.3 UP)
                          Typical application

                          Pad
                          E-BOOK

                          Note that Allwinner is operating in a world-class environment as you could easily see from the below picture of their office building taken from their brief intro page [April 13, 2012]:

                          Jifh Southern Software Park Zhuhai

                          全志科技 Allwinner Technology has been committed to the IC design industry, is one of a handful of domestic enterprise engaged in system-level ultra-large-scale mixed analog-digital chip design the SoC and intelligent power management. Our main products are intelligent terminal application processor chip, smart power management chip.
                          With excellent R & D team and technical strength, the company’s products to achieve industry-leading levels of high-definition video codec, a high level of integration, low power consumption, rapid market expansion, has become a domestic Tablet PC application processor chip, high-definition player application processor chip as well as one of the mainstream supplier of intelligent power management chip market, has a clear lead.

                          New content replacing the above on Sept 26, 2012:

                          Allwinner Technology, one of the domestic companies in integrated circuit design industry, is dedicated to the design of mixed analog-digital VLSI SoC and smart power management SoC.

                          Depending on its excellent R&D capability, Allwinner Technology has been led the industry in terms of its HD video codec, high integration and low power consumption, etc. As a result, it is gaining more market share, and has become one of the domestic mainstream suppliers of tablet processors, HD player processors, as well as smart power management SoC.

                          Note therefore that Allwinner’s roots are in the video (multimedia) related chips as also shown by their latest pre-A10 SoC product (introduced in August’11) for that market, the F1C100 (another SoC, the more focussed F20 introduced in August’11 for portable video players, living room computers etc. has even better, 1080p full HD decode technology; as well as the very latest F10 introduced in April’12 for HD players and lower end –relative to A10—car multimedia), described on its product page as:
                          With advanced independently developed video decoding technique, F1C100 becomes the ONLY processor in the market that can decode video in all formats based on ONLY 4MB NOR FLASH and 16MB SDRAM. In the mass production of final products, NOR bootloader burning is much easier and faster compared with NAND FLAHS ‘. Last but not least, F1C100 supports two-point touch which can improve the using experience of end-users.

                          New F10 content replacing the above on Sept 26, 2012:

                          The F10 is an advanced HD video CODEC processor with unparalleled competitive edges in integration, video compatibility and cost efficiency, which have been widely verified by mass production of dozens of applications. End-users are overwhelmed by its capability to serve banquet for the eyes.

                          Typical Application

                          HD PMP
                          Student Computer
                          HD Media Player
                          Car MP5
                          HD AD Player

                          F1C100’s datasheet [initial version, March 31, 2011] is providing the following, more precise description:

                          image

                          and for the video engine of their own design in particular:

                          image

                          image

                          With this intellectual property they were able to upscale to a market leading 2160p functionality in the A10 (vs. the 720p in the above F1C100) while using a less upscaled IP for the 1080p in A13. So they can even have a scaleable video engine IP of their own.

                          In the A10 datasheet or here [initial version, Aug 22, 2011] the following description is giving some hint regarding the company’s strategic intent to remain in the forefront of video acceleration technology:

                          image

                          It is quite notable that neither on the product page nor in this datasheet Allwinner is giving further information about their video engine. Even in the functional block diagram of datasheet the video engine (VE) is simple put into a central box with Cartex-A8 and the Mali GPU:

                          image

                          The only available information is the CedarX wiki page [July 14 – Sept 16, 2012] on linux-sunxi wiki:

                          CedarX is Allwinner’s multimedia decoding technology. It is composed of several parts, including:

                            1. A hardware video decoding unit
                            2. Proprietary libraries to communicate with the hardware unit
                            3. Glue code to use those libraries on an actual system with video playback capabilities (e.g. Android)
                            Benefits
                              • Efficient use of system resources when decoding multimedia.
                              • Allows small ARM systems to playback high resolution/bitrate multimedia content, which wouldn’t be possible using software-only decoding.
                                  Disadvantages
                                    • The proprietary libraries have no clear usage license.
                                    • The android glue code is implemented as a “media player” (parallel to stagefright) instead of as OMX components.
                                    • This media player has limitations when it comes to playing back content pointed to by Android URIs and some web-based content.
                                    • There is no glue code for any other multimedia frameworks on GNU/Linux systems. The use of OMX would’ve rendered this a non-issue, with existing projects like GstOpenMAX.
                                        Integration
                                        Reverse Engineering
                                        On June 15 2012 Iain Bullard started reverse engineering the proprietary libraries.
                                        Some leading tablets (single core) as of April, 2012  per Merimobiles (with an office in Canada)
                                        (Haipad I7 is now $99, the price of Ployer Momo9 is unchanged, see: HAIPAD I7 IPS 1024*600 Multitouch Screen with Android 4.0 Dual Camera 1080P HDMI [Merimobiles.com, Sept 10, 2012],  Haipad’s latest 7-inch ICS tablet Haipad i7 gets FCC clearance [Merimobiles blog, March 6, 2012], from Shenzhen Haina Electronic Co., Ltd “founded in 2003 as a high-tech company specializing in laptops and other digital mobile devices”)

                                        comparison-chart-haipad-i7.png

                                        The Allwinner A10 based tablets came to the global market from quite a number of vendors as shown by the following table (=50) compiled from two related threads from SlateDroid.com (note that global arrival of A10-based product started in Jan’12):

                                        Comprehensive List of Allwinner A1X/A10 devices on SlateDroid.com, as of April 18, 2012 (first version: Feb 26, 2012)
                                        A10 Tablets with less than 1GB memory („1st generation”):
                                        AllDro Speed
                                        Ainol: Novo 7 Advanced, Novo 7 Advanced II
                                        OEM Novo 7 Advanced
                                        Allview AllDro Speed
                                        Audemars Piguet PC741 (w/ bluetooth)
                                        Aura LY-F1
                                        BRONCHO A710
                                        Bmorn: V9 plus, V11
                                        Dropad A8HD
                                        Eken: MB1001, T01A, t10a
                                        Eneoze 7 inch or 10 inch
                                        Hyundai A7
                                        ICOO: D70W, D90W
                                        LY-F1 (Netpad A10, TPGA-7AWN, A710)
                                        Leoxsys Leopad i7-1500
                                        Moonpad2
                                        Onda: VX610W, Vi20W, Vi10 deluxe edition, Vi20W deluxe (the original Vi20W is RK2918-based), Vi30W deluxe, Vx610w, VX580W Deluxe Edition (5” tablet)
                                        Ployer: Momo8 (8″ screen 800×600), Momo9 (C, Enhanced, etc), Momo15 (10” screen)
                                        Rexing V7
                                        Sanei N70 N71 N72 N73 N80 N81 (N7x is 7” and N8x is 8”)
                                        Saycool A710
                                        Scroll Excel
                                        Sigotech V700 (resistive touch)
                                        Skypad Alpha 2
                                        Teclast: P76 Resistive, P76ti
                                        Tracer OVO
                                        WoPad A7 (upcoming)
                                        „2nd generation” A10 tablets (with 1 GB or more):
                                        Ainol: Novo Elf, Novo Aurora
                                        Bmorn V11 Extreme
                                        Ampe A90
                                        Gemei: G9, Gemei G2
                                        Eken A90
                                        Ployer Momo11 Bird
                                        newman P81
                                        Onda: Vi40 (8g, 16g, 32g/ 10” screen), Vi10 elite, 1GB Ram, 8 GB Flash, 1024×600 LCD
                                        Teclast: P85 (8″ screen), A10
                                        Later/OTHER devices (not verified, just put on the thread, THOSE WITH LINKS are from the Adding new Allwinner A10 CPU Devices THREAD [Jan 19-Sept 17, 2012]):
                                        Ampe: A80, A85, A10
                                        Andtai FG-A97
                                        Benyi M8
                                        Coby Kryos 7042
                                        Gemei G3
                                        Haipad i7
                                        HKC M701
                                        ICOO: D50 deluxe edition, D80W
                                        iNote: V4, A8, A8-2, A-8-3
                                        Kliver MB9703
                                        MyAudio 908A
                                        Naviatec MD710
                                        Onda Vi40 Flagship
                                        Polaroid PMID701C
                                        Shimaro M5
                                        Sinvigo M7
                                        Sysbay s-mp99
                                        Treq A10C
                                        Trio Stealth Pro 7
                                        VISTURE 3
                                        Zonge M90
                                        Yarvik Xerios TAB464
                                        Xtouch X716
                                        Woxter Tablet PC 97

                                        Note that there were only couple of Chinese vendors with multiple Allwinner A10-based tablet offerings, namely: Ainol, Ampe, Bmorn, Eken, Gemei, ICOO, iNote, Onda, Ployer, Sanei, Teclast (i.e. just 11 out of 50).

                                        There is a much shorter and later started list of Allwinner A13-based tablets on SlateDroid.com, see: List of Allwinner A13 CPU Devices [from Aug 1, 2012]

                                        Then from April to August there were the following events unfolding in China as per Micdigi reports:

                                        A13 is cheaper than A10 with only 512M memory and 800×600 resolution but without Bluetooth and HDMI. Allwinner A13 can be only used for 7-inch tablet PC and 8-inch tablet PC, it does not support 10-inch tablet PC.

                                        Contrasted with VIA8850 and RK2906, A13 with low cost will have strong market competitive capability. The price of 7-inch tablet with A13 and capacitive screen will be less than $48 in May.

                                        Rockchip has released RK2906 chip to defeat Allwinner A10. The chip is not different from RK2918 but it can only used for 7-inch tablet and 8-inch tablet.

                                        The tablet based on RK2906 comes from Shenzhen DavidMid.

                                        The two sample tablet PCs from SMIT are based on slot-in screen and flat screen. The price of the slot-in screen is less $8 than the price of the flat screen.  

                                        The price of the PCBA sells for about $19, the tablet PC based on A13 solution, slot-in screen and capacitive control sells for about $47.

                                        … The slot-in screen does not have external glass and interaction sets that it is cheaper. But the experience is not different from the flat screen. …

                                        Remark: Embedded Touchscreen Technology and Market Analysis [Displaybank, March, 2010]

                                        The embedded touch technology is divided into In-cell and On-cell technologies. Conventionally, only the In-cell technology which was exclusively developed by panel makers drew attention, but it entailed issues in technology and cost regarding a mass production by satisfying the touch function demanded by customers and market. The on-cell technology lies at a grafting point between the conventional touch industry infra and LCD panel industry that it tends to mutually supplement the two industries in terms of performance and function.
                                        The embedded touch technology which includes above On-cell and In-cell technologies is ideal since it reduces thickness and weight as well as it overcomes shortcomings of the conventional add-on type: reduced transmittance, lowered readability due to contrast ratio decrease, and thick bezel width. Based on above advantages, related makers continue with the technology development. The market is yet insignificant, but it is expected to show high growth rate comparable to the Touch market’s growth.

                                        Latest info:
                                        On-cell Touch Screen Panel Slims Down Mobile Displays [Electronic Design, June 10, 2012]
                                        TOUCH TECHNOLOGY IN SMARTPHONES EXPLAINED [FlatpanelsHD, Sept 19, 2012]

                                        VIA8850 based on Cortex-A9 core is powerful than VIA8650. VIA8650 is so worse that some famous manufactures in China have not made their tablet PCs to introduce VIA8650 chip, such as Ramos, Window and TOBE.

                                        VIA8850 will come with cheap price and powerful performance. It will be mainly used for SuperPad tablet PCs. It is said that VIA will release another chip for big-brand companies.

                                        Actually it is same with VIA8850, but it has different name.

                                        As VIA8650 chip is so worse, Infotmic [X200] 7-inch chip, Allwinner A10, Allwinner A13 have got most of the market share.

                                        Could VIA8850 chip get more market share in this year?

                                        1.  There are so many Allwinner A10 tablet PCs that the competition is so fierce. Some manufactures do not make any money. They will not continue to release A10 tablet PCs. Maybe they will release VIA8850 tablet PCs.

                                        2.  VIA8850 based on Cortex-A9 core is [more] powerful than Allwinner A10 based on A8 core and A13 based on A8 core. With the resource of HTC, the system optimization of the VIA8850 tablet PC is excellent. It not only has powerful performance but also has cheap price.

                                        3. VIA is a famous chip company in the world. They have good marketing channel.

                                        Allwinner has released the A10 chip for about half a year. They have earned so much money including the investment cost and the profit.

                                        VIA must do their best to earn the investment cost. The cost of VIA8850 is [more] expensive than Allwinner A13.

                                        Allwinner has advantage in the price war.

                                        Configurations: Infotmic solution, 256M memory, 4G storage, 7-inch resistive screen with 800×480 resolution, front facing camera, Android2.3 OS.

                                        Infotmic X200 series are based on ARM11, 1GHz frequency, supports 1080P video decode.

                                        Recent examples of tablets:

                                        $39 AllWinner A13 Tablet (100K bulk) by Hott at IFA 2012 [Charbax YouTube channel, Sept 2, 2012]

                                        Hott presents one of their latest cheapest tablet to manufacture and they also have a new cheap bluetooth and cabled speaker.

                                        $46 AllWinner A13 by OMG at IFA 2012 [Charbax YouTube channel, Sept 2, 2012]

                                        I show a range of the latest tablets by OMG of Shenzhen China. $46-$48 (if buying 500) AllWinner A13, $55 VIA Cortex-A9 [VIA/WM8850], $110 AllWinner A10 with 3G modem (likely Huawei).

                                        $99 3G Allwinner A10 Eken G70 at IFA 2012 [Charbax YouTube channel, Sept 1, 2012]

                                        Here’s a sub-$100 (in bulk) 3G-connected Allwinner A10 7″ capacitive tablet.

                                        And here is an earlier $55 AllWinner Boxchip A13 Tablet Factory Tour [Charbax YouTube channel, May 27, 2012] to understand why and how the workforce is able to assembe the tablets at such a cheap price:

                                        See how they are assembling the $55 (soon $49) AllWinner Boxchip A13 7″ Capacitive tablet. This Shenzhen factory assembly line cranks out about 4000 such tablets in a day’s work. If you like this video, you should also watch my Shenzhen Speakers Factory video (http://www.youtube.com/watch?v=3fcmbHMnqbo) that I posted last month. I think that they are treated better than Apple/Foxconn workers, I think they make better money, they have better working conditions (for example they may wear their own clothes), they probably have more flexibility and the work may be less monotonous. Yet, of course I think working conditions can be improved for all Chinese consumer electronics factory workers. My suggestion is that consumers must have the choice to buy “vouchers that go 100% to the workers that made the devices”, for example, decide to pay $5 extra for your tablet, and know that the $5 goes 100% to the factory workers that build it meaning you double their salary (if 50% of all consumers decide to give an average of $5 each per device).

                                        AAPPAA Shenzhen JinPinXing Tablets [Charbax YouTube channel, Sept 2, 2012]

                                        Here they’re showing [on IFA 2012 in Berlin] their PCB and Tablet casing designs. They claim to have the worlds thinnest 9.7″ IPS tablet at 8.9mm.

                                        Some important information mentioned in the video:

                                        MID-971:
                                        – World’s Thinnest 9.7” [IPS] Pad
                                        – Only 8.9 mm
                                        – Built-in 3G (can be also without it)
                                        – WiFi + Bluetooth
                                        VIMICRO??? or Longcheer 2918/3066
                                        – the WiFi only version is US$115-120 depending on quantity

                                        MID-803:
                                        – 8” Pad
                                        – Built-in 3G
                                        – Dual Camera
                                        Rockchip 3066 dual core
                                        – US$172 with 8GB and 3G

                                        ?MID-973?: a 9” tablet with Allwinner A13 is said to cost US$73-74
                                        30K tablets sold per month, can sell upto 50K per month
                                        On their product microsite (see below) the tablets shown currently have the following SoCs and parameters:
                                        Allwinner A10 (Cortex A8@1.5GHz): MID-501 and MID-702 (both 512MB DDR3 and 7” 800×480 with Android 4.0.4)
                                        Allwinner A13 (Cortex A8@1.0GHz): MID-438 (7” 262×480 and Android 4.0.3), MID-703 (7” 800×480 and Android 4.0.4) both with 512MB DDR3
                                        VIMICRO882 (Cortex A8@1.0GHz): MID-706 (512MB DDR3 and 7” 800×480 with Android 4.0)
                                        – all the those are with capacitive touch screens, NAND FLASH 4GB/8GB/16GB / 32GB (optional), AMD graphics acceleration, full support for OpenGL ES2.0 (AMD Z340) and h.264 720P HD 1080i

                                        Jinpin Xing Technology Co., Ltd., Shenzhen – Tablet PC – Products – [as of Sept 18, 2012]
                                        深圳市金品兴科技有限公司 – 平板电脑 – 产品介绍


                                        MID-702


                                        MID-438

                                        MID-971


                                        MID-973


                                        MID-708


                                        MID-706


                                        MID-501


                                        MID-1001


                                        MID-703

                                        AAPPAA –About us [Aug 19, 2011]

                                        AAPPAA, founded in 2005, is an established manufacture of smart digital products with super perfect design in MP3/4/5, Mini Speaker products field. We design and produce super perfect quality products, many of them are original which we ship to wholesale customers all over the world. Given the wide array of geographic regions across which we distribute product, we work closely with our customers and retail partners to ensure the AAPPAA team remains innovative and competitive in a constantly evolving market sector.

                                        AAPPAA’s Success: AAPPAA’s success can be attributed to close collaboration with our global set of customers and partners combined with internal efforts to continually improve our productivity, design creativity and quality management initiatives. Through the years, AAPPAA has experienced tremendous growth while also enhancing the personal lives of our customers, and the well being of our loyal employee base. AAPPAA employs 60+ people with an average employment tenure of nearly 3 years a fantastic achievement amidst China’s explosive growth that has offered a continuous list of new opportunities of a young, energetic workers.
                                        AAPPAA’s Manufacturing Capacity: AAPPAA’s 1500 square meters of manufacturing space and 60+ workers are based in Shenzhen China. We operate multiple production lines with SMT machines, hot plastic packing machines as well as high & low temperature age and vibration testing units. Production capacity exceeds 110,000 units per month. In addition, AAPPAA’s products are CE, FCC, RoHS certified.
                                        Address: 5F, Nankeng No.2 Industrial Park Abuilding, Bantian Town, Longgang District, ShenZhen City 518129, China
                                        Tel : +86-755-83579180    Fax:+86-755-83579189    E-mail: sales@aappaa.com

                                        5. The wireless display and 2160p (“Quad HD”/4K) outlook

                                        Wi-Fi CERTIFIED Miracast™: Your Content – Now Showing on Screens Everywhere [WiFiAlliance YouTube channel, Sept 18, 2012]

                                        Wi-Fi CERTIFIED Miracast™ is a groundbreaking solution for seamlessly displaying video between devices, without cables or a network connection. Users can do things like view pictures from a smartphone on a big screen television, share a laptop screen with the conference room projector in real-time, and watch live programs from a home cable box on a tablet. Miracast connections are formed using Wi-Fi CERTIFIED Wi-Fi Direct™, so access to a Wi-Fi® network is not needed — the ability to connect is inside Miracast-certified devices. Miracast is an industry-wide solution, so the technology works well across devices, regardless of brand. Connections are easy to set up and use since the devices choose the appropriate settings automatically. Miracast supports premium content—like Blu-ray feature films, live television shows and sports, or any other copy-protected premium content—allowing you to watch what you want, where you want.

                                        What that means practically is currently best shown by a non-Chinese tablet SoC vendor:
                                        NVIDIA Tegra 3 Enhances Miracast Wireless Display [nvidia YouTube channel, July 26, 2012]

                                        Watch how NVIDIA’s Tegra 3 can enhance the experience of the WiFi Alliance’s new open standard for wireless display called Miracast. From the same organization that established the ubiquitous Wi-Fi standard, comes the ability to wirelessly beam the display contents of your mobile phone or tablet directly to the large HDTV screen in your home without a wireless router. See how the performance of Tegra 3 can deliver the ultimate Miracast experience by bringing super clear HD videos and console quality game play with Tegra Zone games

                                        What you see here is the Hardware + software optimization done by NVIDIA for Miracast. Since Allwinner is using its own video processing unit (VPU) which is said to be the fastest relative to the video engines of its Chinese SoC competitors (e.g. Amlogic) we can expect a similar to the NVIDIA’s kind of software optimization for the Allwinner VPU. (Take also into consideration “the company’s strategic intent to remain in the forefront of video acceleration technology” as it was proven in the “Allwinner Advantage” section before.)

                                        In other respect a separate 3d party WiFi chip is coming into the play, and there is already quite a number of those chips already to be designated Wi-Fi CERTIFIED Miracast:

                                        Easy-to-use, multi-vendor wireless display has arrived: Wi-Fi Alliance® launches Wi-Fi CERTIFIED Miracast™ [Wi-Fi Alliance press release, Sept 19, 2012]

                                        Wi-Fi Alliance® today announced the launch of the Wi-Fi CERTIFIED Miracastcertification program. Miracast devices provide simplified discovery and setup, so users can quickly transmit video content from one device to another. Industry analysts predict annual shipments of Miracast-certified devices to exceed one billion units within the next four years.
                                        Miracast users can do things like view pictures from a smartphone on a big screen television, share a laptop screen with the conference room projector in real-time, and watch live programs from a home cable box on a tablet. Miracast connections are formed using Wi-Fi CERTIFIED Wi-Fi Direct, so access to a Wi-Fi® network is not needed – the ability to connect is inside Miracast-certified devices.
                                        “Wi-Fi users around the world want to experience multimedia on the device of their choice – no matter what brand – and Miracast is the breakthrough they have been waiting for,” said Edgar Figueroa, CEO of Wi-Fi Alliance. “We have been delighted with the level of enthusiasm and support among our member companies for this new offering.”
                                        Miracast supports protected content streaming, enabling devices to stream feature films and other copy-protected materials. To protect premium content, Miracast uses a wireless adaptation of the trusted content protection mechanisms widely used today for cabled interfaces like HDMI® and DisplayPort. In addition, the latest WPA2™ security protections are automatically enabled on every device, making the transport of all multimedia content private.
                                        “Miracast builds on Wi-Fi Direct with a compelling application,” said Brian O’Rourke from IHS iSuppli Research. “This is a big step forward in a market migration from single-vendor display solutions, into an offering from a wide array of vendors. With more than 1.5 billion Miracast devices expected to ship in 2016, the program is poised to have broad adoption.”
                                        The technology underlying Miracast was developed in Wi-Fi Alliance by a diverse group of mobile and consumer electronics manufacturers and silicon vendors to standardize methods for simplified video sharing. Based on the Wi-Fi Alliance Display Specification, products bearing the Miracast brand interoperate across vendors, making it easy to enjoy video on screens throughout the home or office.
                                        The first products to be designated Wi-Fi CERTIFIED Miracast, and which form the test suite for the certification program, are:
                                          • Broadcom Dualband 11n WiFi
                                          • Intel® WiDi
                                          • Marvell Avastar USB-8782 802.11n 1×1 Dual-band Reference Design
                                          • MediaTek a/b/g/n Dualband Mobile Phone Client, MT662X_v1 and DTV Sink, MV0690
                                          • Ralink 802.11n Wireless Adapter, RT3592
                                          • Realtek Dual-band 2×2 RTL8192DE HM92D01 PCIe Half Mini Card and RTD1185 RealShare Smart Display Adapter
                                            The first consumer products certified since testing opened to vendors include the LG Optimus G smartphone, Samsung Galaxy S III smartphone and Samsung Echo-P Series TV.
                                            More information, including a list of Wi-Fi CERTIFIED Miracast products, the Wi-Fi Alliance Display technical specification, white paper, and more is available at www.wi-fi.org/miracast.  
                                            Broad industry support for Wi-Fi CERTIFIED Miracast
                                            “As a Wi-Fi market leader, Broadcom is honored to be one of the primary certification solutions for the Wi-Fi Alliance Miracast™ program and is committed to driving new Wi-Fi standards,” said Dino Bekis, Senior Director, Wireless Connectivity Combo Group at Broadcom. “The standardization of this technology will enable consumers to easily and seamlessly share content across the ever-growing landscape of connected devices.”
                                            “Users clearly expect that they should be able to move their content and applications freely at home, at work, in the classroom, and on the go,” said Joe Van De Water, Director of Consumer Product Marketing at Intel. “Intel has seen tremendous user enthusiasm for Intel® WiDi, and as a member of the Wi-Fi Alliance, we support enabling this usage more broadly and are excited to announce WiDi as one of the first Wi-Fi CERTIFIED Miracast solutions.’’
                                            “We celebrate the launch of the Wi-Fi CERTIFIED Miracast program,” said Hyunghoon Oh, Head of LG Mobile Communication R&D Division. “Miracast brings an exciting advancement in the way devices deliver display applications.”
                                            “The Wi-Fi Alliance’s Miracast certification program will allow for easy sharing of video content, regardless of vendor,” said Bart Giordano, Director, Wireless Marketing at Marvell Semiconductor, Inc. “We have included Miracast in our solutions, and are honored to have been selected for the program’s test bed.”
                                            “The video streaming applications enabled by Wi-Fi CERTIFIED Miracast™ are key to the growth of the Wi-Fi ecosystem encompassing Consumer Electronics, Personal Computing, and Mobile devices.” said Mr. SR Tsai, General Manager of Wireless Connectivity & Networking Business Unit at MediaTek. “We are honored to have our Android mobile platforms, Digital TV, as well as our connectivity solutions for Windows platforms selected for the Miracast test bed.”
                                            “Miracast on NVIDIA Tegra will bridge the distance between mobile devices and high-def TVs, providing customers a rich – and cable-free – multimedia experience,” said Matt Wuebbling, Director of Product Marketing at NVIDIA. “We have embraced Miracast and are working with our OEM partners to bring its amazing possibilities to market.”
                                            “We are happy to have been involved in developing the Miracast program and to be one of the first companies to receive certification,” said Jessy Chen, Vice President and Spokesman at Realtek. “The solution will greatly expand the market for easy-to-use interoperable wireless display connectivity.”
                                            “As a leader in N-screen technology, Samsung has introduced AllShare Cast (based on Miracast), which is incorporated into most of Samsung’s high-end smart mobile devices including the GALAXY S III, GALAXY Note 10.1, and GALAXY Note II, “ said Hankil Yoon, Senior Vice President of Product Strategy Team, Samsung’s Mobile Communication Business. “We will continue to support the program, and plan to offer more Miracast-certified devices to our customers going forward.”
                                            “Sony Mobile is pleased to support the Wi-Fi CERTIFIED Miracast™ certification program. We continuously strive to deliver new exciting user experiences and Miracast™ technology will enhance our ability to offer consumers seamless connectivity to move their content freely between smartphones and other screens,” says Nikolaus Scheurer, Director Marketing Planning for Sony Mobile Communications.
                                            “Miracast will play an important role in enabling true seamless media streaming, gaming and content sharing between mobile screens and large displays,” said Ram Machness, director of marketing, Wireless Connectivity Solutions, Texas Instruments Incorporated. “Our OMAP™ platform, DaVinci™ video processors and WiLink™ connectivity products will offer Miracast-certified source and sink solutions to provide a rich experience for our customers’ end products.”
                                            About the Wi-Fi Alliance®
                                            www.wi-fi.org
                                            The Wi-Fi Alliance is a global non-profit industry association of hundreds of leading companies devoted to seamless connectivity. With technology development, market building, and regulatory programs, the Wi-Fi Alliance has enabled widespread adoption of Wi-Fi worldwide.
                                            The Wi-Fi CERTIFIED™ program was launched in March 2000. It provides a widely-recognized designation of interoperability and quality and it helps to ensure that Wi-Fi-enabled products deliver the best user experience. The Wi-Fi Alliance has completed more than 15,000 product certifications, encouraging the expanded use of Wi-Fi products and services in new and established markets.
                                            Wi-Fi®, Wi-Fi Alliance®, WMM®, Wi-Fi Protected Access® (WPA), the Wi-Fi CERTIFIED logo, the Wi-Fi logo, the Wi-Fi ZONE logo and the Wi-Fi Protected Setup logo are registered trademarks of the Wi-Fi Alliance. Wi-Fi CERTIFIED™, Wi-Fi Direct™, Wi-Fi Protected Setup™, Wi-Fi Multimedia™, WPA2™, Wi-Fi CERTIFIED Passpoint™, Passpoint™, Wi-Fi CERTIFIED Miracast™, Miracast™, Wi-Fi ZONE™ and the Wi-Fi Alliance logo are trademarks of the Wi-Fi Alliance.
                                            All other company and product names mentioned are trademarks and/or registered trademarks of their respective owners.

                                            For Chinese vendors the WiFi-related MediaTek chips are the most accessible and affordable, so I am including the additional MediaTek press release as well:

                                            MediaTek Interlinks Mobile Devices and TVs for Wireless Display MiracastTM Applications [MediaTek press release, Sept 19, 2012]

                                            MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, today announced that its 802.11a/b/g/n Dual-band Mobile Phone Client (MT662X), 802.11n Wireless Adapter (RT3592) and DTV Sink solutions (MV0690) have all been selected as part of the Wi-Fi CERTIFIED MiracastTM test bed. As the benchmark to drive interoperability testing for the newest Wi-Fi program, MediaTek’s Miracast-certified solutions allow mobile devices to wirelessly stream multimedia content, such as video and games, onto big screen DTVs without a connection to an access point.
                                            “We congratulate MediaTek on achieving selection to the Wi-Fi CERTIFIED MiracastTM test bed,” said Wi-Fi Alliance CEO Edgar Figueroa. “MediaTek’s participation in the development of this program has been instrumental in the achievement of industry-wide certification.”
                                            In a typical MiracastTM usage scenario, one device acts as the source (the transmitting device sending out the content) while the other becomes a sink (a receiving device displaying the content). Thanks to the new Wi-Fi test program and MediaTek’s proven technologies, interoperability and user experience of Miracast applications can be guaranteed.
                                            “We are partnering with MediaTek to provide consumers with high-performance, affordable smartphone solutions that incorporate the latest Miracast Wi-Fi display technology for the home and on the go, “ said Dr. Ji-Yang Wang, COO at TCL Communications Technology. “MediaTek’s industry-leading technologies, cross-platform advantages across home and mobile, and ‘hands-on’ approach to design and support, are essential in creating products that helps us deliver a compelling user experience and differentiated offering.”
                                            “The video streaming applications enabled by Wi-Fi CERTIFIED MiracastTM are key to the growth of the Wi-Fi ecosystem encompassing Consumer Electronics, Personal Computing, and mobile devices.” said Mr. SR Tsai, General Manager of MediaTek’s Wireless Connectivity & Networking Business Unit. “Having our Android Smartphone, Digital TV, as well as our connectivity solutions for Windows platforms selected for the MiracastTM test bed is a strong testament to the breadth and quality of MediaTek’s Wi-Fi technology.”
                                            MediaTek offers a broad portfolio of high-performance SoC and wireless connectivity solutions for the proliferation of smartphones, tablets, PCs, DTVs, Blu-ray players and AP/routers. The Wi-Fi CERTIFIED MiracastTM MediaTek solutions included in the test bed are:
                                            MT662X a/b/g/n Dual-band Mobile Connectivity Combo
                                            RT3592, Ralink 802.11n Wireless Adapter
                                            MV0690 DTV Sink
                                            The Wi-Fi CERTIFIED MiracastTM MediaTek solutions have entered mass production and are shipping in commercially launched devices.
                                            * Windows is a registered trademark of Microsoft Corporation in the United States and other countries.

                                            See also:
                                            Wi-Fi CERTIFIED Wi-Fi Direct™: Personal, portable Wi-Fi® that goes with you anywhere, anytime [Wi-Fi Alliance, Aug 15, 2010]

                                            As far as the 2160p (“Quad HD” or 4K) technology is concerned, which is already on our footsteps, I would first recommend to watch the below demo video available on YouTube in QUAD HD resolution. You should “simply” select the “Original” quality in full screen viewing mode, and if your monitor has sufficient resolution than you could get the proper experience (do not forget that your Internet connection should be sufficiently fast in terms of guarranteed dowload speed as well). If not than correspondingly less:

                                            IT005 QUAD HD 4K – Italy travel guide Bird watching [VOXLIBERTUM YouTube channel]

                                            Birdwatching in 4K on the River Adda. Natural Reserve maintained by Pro loco Villa D’adda – Footage courtesy by http://www.iris32.com – This 4K video is posted in original QUAD HD resolution. It has been produced with RED 16×9 HD with 4096 x 2304 pixel resolution. The color grading was done with REDCINE PRO X. It was mastered in FCP 7 with 4444 PRORES and than downscaled to 3840 x 2160 (QUAD HD) in PRORES 422 (LT) to reduce the file size under 20 GB. All original sequences used in this video are available on http://www.iris32.com. Should you require the 4444 PRORES original for maximum quality, please go to the IRIS32 website and mail a request. I hope you enjoy this little piece of birdwatching on the River Adda. Copyright 2012 – Frederick von Sulle, VOXLIBERTUM

                                            Then please watch another video which is showing what the leader in this TV technology, Toshiba was showing on the recent IFA 2012 fair in Berlin:
                                            Toshiba 4K Quad-HD 3840×2160 TVs with CEVO Engine upscaling/processing from 55″ to 84″ [Charbax YouTube channel, Aug 30, 2012]

                                            Toshiba is ramping up the production of their awesome Quad-HD screens, the 2D-only 55″ is awesome, but only for sale in Japan for now. But this year and the next, Toshiba is going to ramp up the manufacturing of these, I hope they lower the price of 55″ Quad-HD to sub-$2000 as soon as possible! The slideshows of 8 megapixel photos and 4K videos filmed with the Red camera videos look awesome on it!

                                            The reporter (Nicolas Charbonnier alias Charbax) did an excellent job with this video, as well as the Toshiba guy showing him around. Even his English is very good and enjoyable. Note that from [02:10] and “Glassless 3D” is shown and explained quite extensively, then highly zoomable Google Maps in 3D etc. Charbonnier is doing during all this an excellent job zooming with camera so one can really grasp the 4K and 3D experience quite well even in a normal viewing environment of your monitor. THANKS!

                                            More information:
                                            Toshiba unveils the first large-screen glasses-free 3D TV in Asia
                                            [Toshiba Singapore press release, May 3, 2012]
                                            Toshiba Brings New Generation of TVs and PCs to the Philippines Announces New Brand Ambassador [Toshiba Philippines press release, June 20, 2012]
                                            RZ1 SERIES NEW! Glasses-Free 3D TV [Regza Asia microsite, June 4, 2012]
                                            Toshiba Regza RZ1 [Toshiba Regza YouTube channel, May 31, 2012]

                                            Toshiba Regza RZ1 3D TV Review [gadgetguruindia YouTube channel, Aug 6, 2012]

                                            You can also watch Charbonnier’s shorter report about Sony 84″ 4K TV KD-84X9005 with 4K X-Reality Pro [Charbax YouTube channel, Sept 2, 2012] which came after Toshiba to the market and said to be widely available for Christmas.

                                            Finally: Status of the TV Display industry by Paul Gray, Director of European TV Research for DisplaySearch [Charbax YouTube channel, Aug 31, 2012]

                                            Here’s a 10-minute overview of the TV Display industry by Paul Gray, Director of European TV Research for DisplaySearch. Talking about Samsung, LG, Panasonic, Sharp, AUO, CMI, how they are losing money, how they are trying to bring new technologies like 3D and hopefully as soon as possible 4K to the market.

                                            6. Are the established client device players
                                            recognizing this strategic inflection point or not?

                                            Decide for your yoursel, dear reader:

                                            Ballmer trumpets Microsoft’s ‘epic year’ [The Seattle Times, Sept 15, 2012]

                                            Q: The iPad has the largest share of the tablet market, but its soft spot, it seems to me, is the price.With the Surface, are you planning to compete with the iPad on price or on features?
                                            A: We haven’t announced pricing. I think we have a very competitive product from the features perspective. …
                                            I think most people would tell you that the iPad is not a superexpensive device. … (When) people offer cheaper, they do less. They look less good, they’re chintzier, they’re cheaper.
                                            If you say to somebody, would you use one of the 7-inch tablets, would somebody ever use a Kindle (Kindle Fire, $199) to do their homework? The answer is no; you never would. It’s just not a good enough product. It doesn’t mean you might not read a book on it….
                                            If you look at the bulk of the PC market, it would run between, say, probably $300 to about $700 or $800. That’s the sweet spot.
                                            Q: Where do you see Microsoft’s position in five years, 10 years?
                                            A: First of all, I’d say: pre-eminent technology company. I think that in a back-looking view, people would say we were a software company. That’s kind of how we were born.
                                            I think when you look forward, our core capability will be software, (but) you’ll probably think of us more as a devices-and-services company. Which is a little different. Software powers devices and software powers these cloud services, but it’s a different form of delivery….
                                            Doesn’t mean we have to make every device. I don’t want you to leap to that conclusion. We’ll have partners who make devices with our software in it and our services built in. … We’re going to be a leader at that.

                                            Supply chain estimates x86 Surface Price at US$500-700 and RT below US$399 [DIGITIMES, Sept 18, 2012]

                                            Microsoft’s own-brand Surface tablets are expected to launch at the end of October with the related supply chain players estimating that the Surface RT’s hardware cost is at around US$300-400 and the end price will be less than US$399. However, the pricing is not confirmed by Microsoft.
                                            Microsoft’s pricing strategy for its own-brand tablets will relatively affect PC brand vendors’ pricing strategy and sales projections for their Windows 8 tablets. As the launch time at the end of October is approaching, PC brand vendors are keeping a close eye on Microsoft’s actions. With the related Surface pricing speculations having been floating around the market, Surface RT was previously rumored to be priced at only US$199, leaving the PC brand vendor in a cold sweat.
                                            Since CEO Steve Ballmer in a recent interview pointed out that a price level between US$300-800 will be the sweet spot for PC sales, some market watchers have interpreted the statement as a hint for Surface pricing.
                                            The sources revealed that the hardware cost of Surface RT is at US$300-400 and US$400-500 for the x86 version. Since the devices will not need to pay the licensing fee for the operating system. The RT version will be priced below US$399, while the x86 version is estimated to be US$100-200 higher based on hardware costs and priced at US$500-700.
                                            The PC brand vendors also pointed out that they will not be absent from launching x86-based Windows tablet products since Windows still has leadership position in the global enterprise market. If the x86 Surface’s end user price is at US$500-700, although they will feel the pressure from competition, the product line would still be profitable.

                                            Acer, Asustek Windows 8 tablet prices may be to high to attract consumers [DIGITIMES, Sept 20, 2012]

                                            Acer and Asustek Computer’s Windows 8 tablets are reportedly to be priced at above US$800, about the same price as the New iPad with the highest specifications, and market watchers are concerned that the high price may drag down consumer demand and impact the vendors’ performance.

                                            Although PC brands including Acer, Toshiba, Dell, Lenovo, Asustek, Samsung and Sony, have mostly unveiled or showcased their Windows 8 tablets publicly, their prices and specifications are still not yet to be officially revealed. However, some websites have recently leaked information about Acer and Asustek’s tablets including prices and specifications.

                                            Asustek is reportedly to release three Windows 8 tablet models and the 11.6-inch Vivo Tab will be priced at US$799.

                                            Acer reportedly will release two sizes of Windows 8 tablet – the 10.1-inch 64GB Iconia Tab W510 with Wi-Fi support only and priced at NZD999 (US$827), a keyboard accessory will raise the price to about US$993; and the 11.6-inch 128GB Iconia Tab W700 with Wi-Fi support only at NZD1,799 (US$1,490), and with a Bluetooth keyboard, the machine’s price will go up to about US $1,570.

                                            However, Acer and Asustek have both declined to comment on the leaked prices and only pointed out that they will host product launches in the near future. Intel has also recently sent out media invitations and will host a Windows 8 tablet conference on September 27 in the US to showcase tablets and convertibles from Acer, Asustek, HP, Lenovo, Dell, Samsung and ZTE to promote for the launch of Windows 8.

                                            Acer and Asus to Launch Windows 8 Tablet PCs in Q4 [CENS, Aug 22, 2012]

                                            Eying business opportunities created by the new Windows 8 operating system (OS), scheduled for release in October, Taiwan-based personal computer (PC) vendors Acer and Asus will soon launch Win 8 tablet PC models.

                                            Acer plans to launch two Windows 8 tablet PCs supporting keyboard input, and will soon launch several Android smartphone models, including the A9- and C-series in September. Acer`s CA and C1 smartphones will be demonstrated in pan-European market in the fourth quarter possibly in cooperation with some telecom carriers.

                                            Industry sources said that Asus` new tablet PC TF500T will be priced between its lower-end Transformer Pad TF300 and high-level model Transformer Pad Infinity TF700.

                                            Some institutional investors deem that after the Windows 8 products go to market, consumer response will decide how intensive PC vendors will promote compatible models.

                                            Lenovo has also announced to launch price-competitive Windows 8 tablet models priced from US$200 to US$300, with its IdeaPad Yoga notebook PC also to be announced in October.

                                            According to PC part and component suppliers, all major international vendors, including Dell, HP, Lenovo, Samsung, Acer and Asus, are actively developing Windows 8 products, leading to parts suppliers` revenue peaks in the fourth quarter.

                                            Compal Electronics Inc., a major contract notebook PC assembler, is reportedly developing Windows 8 notebook PC models for HP, which plans to unveil the new models in the fourth quarter to boost sales in the Christmas season.

                                            Acer to Keep Launching Netbook PCs: Chairman Wang [CENS, Sept 18, 2012]

                                            In the face of tablet PCs encroaching on sales of netbooks worldwide, J.T. Wang, chairman of Acer Inc., a Taiwanese, globally leading brand vendor of PCs, stated that his company will keep launching netbook models in the future.
                                            Since the launch of Apple Inc.’s iPad in 2010 ignited the market for tablet PCs, such emerging electronic devices have rapidly eaten into market shares of netbook PCs over the past few years. This forces most PC vendors, including Samsung, Dell and Lenovo, to consider giving up the diminishing market.
                                            Acer’s Taiwanese counterpart Asustek Computer Inc., which once rode on netbook PCs to achieve bigger shares of the global laptop market, also confirmed earlier that it will retire netbook PC production lines starting in the fourth quarter of this year, since such products, the company’s CEO Jerry Shen said, have already fulfilled tasks for the development of the global PC industry.
                                            Another factor prompting PC vendors to exit the netbook market is the lack of support from Microsoft and Intel. Accordingly, Microsoft doesn’t launch any starter edition of Windows 8 for netbook PCs, while Intel will focus the development of its Atom processors on tablet PCs and smartphones. This has made netbook PCs even more unworthy of development.
                                            But, Acer’s chairman Wang is still optimistic about the market for netbook PCs. He said that consumer demand for such devices will continue growing in emerging countries, not to mention that netbook sales in developed countries still make up a majority of the global total at present. Therefore, Wang said promotion of netbook PCs will remain part of his company’s product strategy in the short term.
                                            The latest statistics issued by International Data Corp. (IDC), a global PC market researcher, show that global sales of netbook PC totaled 8.913 million units in the first half of this year, with 26.2% of which supplied by Acer. The sales volume is estimated to reach between 15 million and 16 million units for the whole year.
                                            With most of its peers jumping out of the market, Acer, backed by strong brand recognition and huge outlets, is expected to take over most of the shares that they will leave to dominate this segment.

                                            Shares by Top 5 Brands in Global Market for Netbook PCs in Q2

                                            Ranking

                                            Brand

                                            Sales Volume

                                            Market Share

                                            1

                                            Acer

                                            1.182 million units

                                            26.2%

                                            2

                                            Asus

                                            1.019 million units

                                            22.6%

                                            3

                                            HP

                                            413,000 units

                                            9.2%

                                            4

                                            Samsung

                                            407,000 units

                                            9.0%

                                            5

                                            Canaima

                                            293,000 units

                                            6.5%

                                            Source: International Data Corp.

                                            Contract Manufacturers Make About Nine Out of 10 Media Tablets in 2012 [IHS iSuppli press release, Sept 21, 2012]

                                            Although your new media tablet may sport the logo of a familiar brand name like Apple or Amazon, there’s a 90 percent chance the device was actually made by a company with a much less famous moniker, such as Hon Hai or Quanta.
                                            That’s because the vast majority of tablets—including the iPad and Kindle Fire—actually are made by contract or outsourced manufacturers based in Asia, according to an IHS iSuppli Global Manufacturing & Design Report from information and analytics provider IHS. (NYSE: IHS). The percentage of tablets made by outsourced manufacturers is set to rise this year and beyond as brands seek to minimize operational risks and reduce costs.
                                            Outsourced manufacturers in 2011 were responsible for 87.5 percent of tablet production, compared to 12.5 percent that were made in-house. The percentage of outsourced tablets this year is expected to increase to 89.2 percent, with the portion claimed by in-house production projected to decline to 10.8 percent, as shown in the figure below. The years after that will see the share by outsourced manufacturing of tablets remain in the low 90 percent range, hitting a high of 91.1 percent by 2015 before settling back down at 90.4 percent in 2016.
                                            “The high percentage of outsourced manufacturing of tablets reflects the choice among tablet brands and original equipment manufacturers—even ones as big as Apple—to refrain from in-house production,” said Jeffrey Wu, senior analyst for OEM at IHS. “Tablet brands use outsourcing for many reasons, including faster time to market; the leveraging of capabilities, especially for firmware development and hardware integration; and asset flexibility that translates into reduced corporate expenditures and lower headcount.”
                                            Hon Hai Dominates Tablet Contract Manufacturing
                                            The biggest contract manufacturer of tablets is Apple partner Hon Hai, of Taiwan, also known as Foxconn. Hon Hai accounted for 62 percent of tablet shipments last year. The company’s position in the tablet space is unique—not only because it accounts for the majority of tablet shipments in 2011, but also because of its close relationship with Apple.
                                            Hon Hai is an EMS provider, a type of outsourced manufacturer that generally does not participate in designing product but simply offers manufacturing and supply chain management services. EMS providers for the most part control a smaller piece of the outsourced manufacturing space for computing products like notebook PCs—traditionally dominated by a rival group of makers known as original design manufacturers (ODM), which enjoy an advantage over EMS providers by being able to design products and offer manufacturing services alike. In the tablet production space, however, ODMs are the underdogs.
                                            This is because Hon Hai, with Apple as its main client, holds the coveted right to make the iPad, the industry’s best-selling tablet by a wide margin. The ODMs have then been left to scramble for what remains of the tablet market—making rival devices for the likes of Barnes & Noble, Amazon and Asus, none of whose product offerings matches the iPad’s soaring sales and unequalled clout.
                                            Android and Windows Power Rise of ODMs in Tablet Market
                                            With the emergence of Android—and soon, Windows-based tablets—ODMs will have a better chance of breaking Hon Hai’s near-impregnable hold on the market. If the Android and Windows tablets prove successful, ODMs could see their share of the tablet outsourcing market grow, expanding to as much as 53 percent by 2016, on the assumption that consumers will embrace iPad alternatives.
                                            Nonetheless, concerns for ODMs and Hon Hai alike could be in store.
                                            Currently sidelined in much of the dynamic tablet space, ODMs also have concerns about their prospects in future tablet production. Most ODMs make notebook PCs as well, and choosing to produce tablets for other clients could mean endangering their own stake in the PC market—much as tablets are now eating into the share traditionally enjoyed by notebook computers among consumers. However, strengthening their foothold in the tablet space is inevitable for ODMs, especially as tablets continue to gain momentum at the expense of notebook computers.
                                            ODMs also face potentially higher operating expenses and risks with the emergence of more tablet platform options—signified by the rise of Android and Windows—which would involve additional research and development costs in order for ODMs to maintain technical capabilities on those fronts.
                                            Hon Hai, the current champion among tablet producers, is likewise not entirely free of peril. Should Apple shift some of its tablet production to other contract manufacturers in an effort to diversify its contract manufacturing base, Hon Hai could suffer a blow.
                                            For other tablet brands like Samsung and Motorola that choose in-house production, their share of tablet manufacturing is not expected to exceed the 12.5 percent that the collective in-house space saw in 2011. Share of in-house production in the years ahead will stay in the 9 to 10 percent range, IHS  predicts, as ODMs and EMS providers battle fiercely among themselves for an increasing stake in the hotly contested tablet business.

                                            7. Possible further hardware advances
                                            sustaining this new trajectory.

                                            The current and already mature value proposition in brief is:

                                            the rhombus tech initiative, along with the EOMA-68 standard, has been designed to tackle the very problems that RockChip and other SoC vendors face. our strategy is very straightforward:

                                            a) invite SoC vendors to release EVBs in a standardised modular form which can go straight into mass-production, needing only a very simple 2 to 4 layer PCB for the main I/O of any matching product.

                                            b) standardise and therefore greatly simplify the software development. the advantage of having standard I/O boards (products into which the CPU Modules can fit) is that the software for those products will already have been written. porting a CPU Card to work in a range of existing hardware products is far, far simpler than forcing everyone to design complete products from scratch (including the software).

                                            the cost savings and time savings should be evident, and this is absolutely critical and will only become more so as the prices are driven down further by 28nm and beyond, as well as the product lifecycles becoming shorter and shorter.

                                            it’s quite complex to explain initially but very straightforward once it’s fully understood, and very exciting as well. would you be so kind as to mention to Mr Chen that we would love to work with him, especially to help introduce RockChip CPUs properly into the Free Software Community, which will result in considerable engineering cost saving for RockChip, apart from anything else? i am easy to find on the internet but here is my email address anyway: lkcl@lkcl.net

                                            Comment on 10/1/2012 by Luke Kenneth Casson Leighton, CTO at Rhombus Tech entered for China Fabless: Rockchip rattled by Android tablet wars [EE Times, Sept 25, 2012] 

                                            Latest information: A10 EOMA-68 CPU Card [luke.leighton | 24 Nov, 2012]

                                            hi folks, small update: wits-tech detected an ambiguity in how the usb
                                            interfaces work, which needed clarification from allwinner as well as
                                            a PCB layout alteration.  we'll have more details as-and-when they're
                                            available to us and as-and-when knowledge of the solution has been
                                            shared with is.  usual china "save face" thing is going on at the
                                            moment i.e. don't share details of the problem until a full solution
                                            has been found.
                                            
                                            what this translates into is at least another 2 weeks whilst the new
                                            PCB layout's done and the new sample PCBs are printed.  obviously
                                            that's an estimate, as it's beyond our control.

                                            Note: wits-tech = Shenzhen WITS Technology Co.,Ltd

                                            The original concept of a year ago:

                                            Embedded Open Modular Architecture/EOMA-68 [Embedded Linux Wiki, Sept 23, 2012]
                                            earlier: Embedded Open Modular Architecture/PCMCIA [Embedded Linux Wiki, Sept 5, 2011 – March 11, 2012]

                                            The Obligatory Tablet – a simple tablet motherboard which could potentially be developed as a very low cost single-sided 2-layer PCB. Components are chosen to reduce development cost and risk, as well as reduce manufacturing cost.

                                            Embedded Open Modular Architecture/EOMA-68/Tablet [Embedded Linux Wiki, Sept 21, 2011],
                                            note that what is excerpted below had not essentially been changed till Feb 12, 2012, the last date of change for this wiki page

                                            The Tablet Motherboard

                                            Popular by decree, but only successfully-sold when the price is stunningly low yet the feature-set rich, tablets are the “must-have” for all ODMs and OEMs who aspire to a chunk of the large apple pie. Key goals for this motherboard are therefore to be small, slim, low component count and based on a low-risk development strategy. Thanks also to the modular design, the board is sufficiently simple that it may even be possible to do as a single 2-layer PCB, thus reducing costs even further.

                                            Connectors and Components

                                            The connectors required are:

                                            • 1x USB2
                                            • PCMCIA Connector “inline” (signals conforming to EOMA/PCMCIA Standard)
                                            • 5V Power
                                            • 1x PCI Express “inline” (supporting USB Wifi, not PCI-e Wifi, such as RT2070 and RT8191)
                                            • 1x Stereo Speakers and Microphone
                                            • 1x RGB/TTL LCD Output (with LED Backlight)
                                            • 2x Battery Connectors

                                            Major components are:

                                            • An STM32F103RBT6 Embedded Controller (same as in the Micro Engineering Board)
                                            • A 4-port USB-2 High-speed Hub (e.g. FE11
                                            • 12.5Mhz XTAL (for the USB Hub)
                                            • Power Management ICs (Buck Converters for 3.8v Lithium to 5.0v; 3.3v LDOs)
                                            • Step-up DC-DC Converter for the LCD Backlight AP3029
                                            • An I2C EEPROM
                                            • An RT2070, RT8191 or Atheros ath9k USB-compliant MiniPCIe WIFI Module
                                            • An Antenna for the WIFI Module
                                            • A 7in LED-backlit LCD (e.g. AT070TN93)
                                            • A resistive or capacitive touchpanel (resistive: low-cost; capactive: expensive, often more expensive than the LCD)
                                            • A slim-line PCMCIA Ejector Assembly

                                            The estimated BOM is therefore around the $30 to 35 mark [Sept 21, 2011 !], excluding the EOMA/PCMCIA-compliant CPU Card, and including the batteries, case and WIFI module. The most expensive component is the LCD Panel, whilst the 2nd most expensive one is the batteries.

                                            Diagram of Tablet Motherboard Layout

                                            From this diagram, it can be seen that there is very little involved. Like the Odroid, it’s possible to have a product where the connectors and buttons define the size of the PCB more than the ICs and discrete components. In this case, many of the major connectors (such as USB-OTG, HDMI, Micro-SD and Headphones) will already be on the EOMA/PCMCIA-compliant CPU Card, leaving nothing left for the motherboard than to provide USB2 and Power connectors! An alternative revision is also shown which takes a USB 3G Modem, in PCI-e form-factor.

                                            image

                                            Diagram of Tablet Construction

                                            image

                                            Others:     Laptop                                               LCD Monitor (TV)

                                            File:A10 eoma pcmcia laptop.pngFile:EOMA Lcd tv motherboard.png

                                            Embedded Open Modular Architecture/EOMA-68 [Embedded Linux Wiki, Sept 23, 2012]
                                            earlier: Embedded Open Modular Architecture/PCMCIA [Embedded Linux Wiki, Sept 5, 2011 – March 11, 2012],
                                            note that the excerpts below are essentially as of Sept 21, 2011, image: Jan 16, 2012

                                            EOMA-68 Specification

                                            This page describes the specification of EOMA-68. The number of pins on the interface is 68; the physical form-factor is the legacy PCMCIA.

                                            Re-purposing of the PCMCIA interface and form-factor has been chosen to create portable Embedded Computing Modules (Computer on Module). Mass-volume “Lowest Common Denominator” interfaces have been chosen, all of which have existed for over a decade, but are low-power enough to be standard across virtually all mass-produced powerful Embedded CPUs.

                                            The interfaces are:

                                            • 24-pin RGB/TTL (for LCD Panels)
                                            • I2C
                                            • USB (Low Speed, Full Speed, optionally Hi Speed/480 Mbit/s and optionally USB3)
                                            • 10/100 Ethernet (optionally 1,000 ethernet)
                                            • SATA-II (optionally SATA-III)
                                            • 8 pins of General-purpose Digital I/O (GPIO).

                                            These interfaces are NOT OPTIONAL for CPU Cards. All CPU Cards MUST provide all interfaces. I/O Boards on the other hand are free to implement whichever interfaces are required for the device. For example: whilst all CPU Cards must have an SATA interface, devices such as tablets or laptops into which CPU Cards are plugged are not required to have an SATA hard drive.

                                            Future Versions

                                            … At the time of writing (2011), the interfaces in the 1.0 Specification are “Lowest Common Denominator” yet are still present across the majority of 2011’s powerful embedded SoCs (OMAP4440, Enyxos4210, Tegra 3, iMX53 etc.) However, in the future, the “Lowest Common Denominator” could well comprise MIPI instead of RGB/TTL, 2 lane PCI-express (or its successor), and USB-3 instead of USB-2 (perhaps even a faster version of ULPI).

                                            As of 2011 however, the total number of Embedded CPUs supporting all these newer interfaces and still keeping to a 1.5 watt budget is precisely zero. Support for these high-speed interfaces will therefore be re-evaluated in 2 to 3 years time, and a future version of this standard created when a large proportion of available embedded CPUs have these or other high-speed interfaces that are available at the time.

                                            The project had been initiated by a Crowd funding proposal [Rhombus Tech, Dec 25, 2011],

                                            note that Rhombus Tech website rhombus-tech.net started on Nov 18, 2011 as well as there was an earlier low-cost EOMA-PCMCIA CPU Card initiative (allwinner cortex a8) e-mail by Luke Kenneth Casson Leighton <lkcl@lkcl.net> on Dec 14, 2011
                                            To: opensuse-arm@opensuse.orglinaro-dev@lists.linaro.org, arm@lists.fedoraproject.orgmeego-community@meego.com,ubuntu-server-arm@lists.ubuntu.com,   maemo-developers@maemo.org, gentoo-embedded@lists.gentoo.orggeneral@lists.tizen.org,
                                            ARM <debian-arm@lists.debian.org>
                                            Cc: Linux on small ARM machines <arm-netbook@lists.phcomp.co.uk>

                                            Aim: Small (Free as in Speech) Linux device which can be upgraded

                                            In particular, a small CPU card which:-

                                            • Complies with GPL (Free as in Speech)
                                            • Powerful
                                            • Upgradeable
                                            • Cheap

                                            For example I can buy a tablet, after a few years the display, touch-screen and memory will be perfect. After a few years I may want to upgrade the CPU, or fix a software bug, or both – at the moment this is not possible.

                                            We are aiming for this CPU Card will have full GPL Source Code publicly available and will be suitable for many purposes including use as a Freedom Box, or as an embedded computer, or in the future to drive products such as Tablets, Laptops, IPTVs and Desktop PCs simply by plugging it in. These devices can then run a nice GNU/Linux distribution like Debian, Ubuntu or similar.

                                            Current Situation
                                            Not many tablets or small devices run a nice GNU/Linux distribution like Debian, Ubuntu or similar. They are either low powered, closed source, GPL violating or not cheap.
                                            The problem that if you want low-cost mass-produced hardware, you normally have to go with GPL-violating product. We then spend the majority of our time reverse-engineering before getting something useful. By the time we are done, the product is usually end-of-life: thus if it breaks, we are back to square one. If there is a security bug in the kernel supplied – again we are back to square one.
                                            The reason for the GPL violations is that the low-cost China-based Factories simply have zero software skill and a chain of about five business relationships between the seller and manufacturer. The manufacturer has got their money at this stage, so at this point we are asking the manufacturer for more effort in return for no extra income. Thus, we logically concluded that the only way to get non-GPL-violating product out there is to go directly to the factories and be the supplier of their software.
                                            Aim of this Funding Round
                                            To get funding, to deliver a stable CPU on a card:-
                                              • GPL: Full source code available.
                                              • Powerful: 1.5ghz
                                              • Upgradeable: A standard layout, which will allow the card to be ejected and replaced.
                                              • Cheap: Stable version at $30
                                                Long Term Aim
                                                High-volume production, then the costs will be $15. Yes $15 for GPL-Loving, powerful, packaged CPU Card.
                                                So put this with :-
                                                  • 2000mAh battery $8,
                                                  • 7in 800×600 LCD $15,
                                                  • resistive touchpanel $5,
                                                  • main motherboard including WIFI module about $8,
                                                  • Case about $3

                                                    Total of $39. yes, really – $39. So basically, you can see that a mass-volume retail cost of about $80 for a 7in tablet with the Allwinner A10 and a resistive touchpanel would be quite reasonable. Running Debian, with a CPU upgrade only costing $15.

                                                    Progress So Far
                                                    Rhombus Tech has been established to serve Free Software Developers, entrepreneurs, enthusiasts and Engineers with access to affordable, modern and importantly GPL-compliant hardware. It is a Community interest company – designed for social enterprises that want to use their profits and assets for the public good.
                                                    Over the past two years we been contacting and vetting China-based factories, directly, to find at least one which is prepared to work with us. We found one.

                                                    We have also found an absolutely great CPU, called the Allwinner A10, which in mass-volume quantities is only about $7: that means that a PCB similar to the raspberrypi with similar features can be made for about $15 (not $25) and, because the Allwinner CPU is an ARM Cortex A8 not an ARM11 it is at least three times quicker than the raspberrypi’s CPU. (A 400-pin highly feature-rich 1.5ghz ARM Cortex A8 with a MALI400 GPU. )

                                                    We have full support of the Board of Directors of the Allwinner CPU: they released full source code to us in advance. We have made it available and found it to compile successfully.

                                                    We have selected a standard layout, which will fit within 55mm, which large number of pins can be removed by the user without damage. Which will be the cases are already available and which will have a trivial cost in low-volumes. A PCMCIA format.
                                                      • Complies with GPL – Yes
                                                      • Powerful – Yes
                                                      • Upgradeable – Yes
                                                      • Cheap – Not yet.
                                                        Next Steps
                                                        The primary reason for using a Community Interest Company for the sale of GPL-compliant products to Free Software Developers is that profits from sales will be re-invested directly into development of further products, with a primary focus of serving the Free Software Community yet at the same time leveraging mass-volume sales opportunities.
                                                        But this needs a kick-start. Then the end-product will get cheaper, then profits are re-invested and end-products get cheaper still. The snowball needs a little magic snow to get it started.
                                                        Magic Snow required: $13,500
                                                        To fund the three stages:-
                                                          • Unstable (Also know as Sid for all Debian lovers) : $3,500
                                                          • Testing Stage: $4,000
                                                          • Stable: $6,000
                                                          • Long Term Support: Self-funding
                                                            Unstable
                                                            5 CPU cards available at a cost of $3,500
                                                            A initial cost of $2000 per “board development change”. This is the non-recurring expense. This sets up the PCB tooling so further changes cost about $1500. The aim is to have a development board, tweak then have a second set of development boards.
                                                            This gives us the hardware only – about 5 development boards available. Time for the 15 Debian developers, already on board to start coding. (Bootloader, Kernel and main software).
                                                            Timeframe – AA months
                                                            Rhombus Tech to loan the boards to the developers, free as in beer, in return for help with coding.
                                                            Testing
                                                            100 CPU cards available at a total cost of $4,000 Timeframe – AA + BB months
                                                            We have a board, the bootloader work and the kernel is okay. No full Distribution images as yet. If you are a software developer and are basically happy to get involved doing u-boot, debian-installer, ubuntu images a board is suitable to play with at this point. Hard, but not impossible.
                                                            Rhombus Tech to loan half (50) CPU cards to developers, free as in beer, in return for help with coding. The other half of the board to be sent as premium rewards.
                                                            Stable
                                                            250 CPU cards available at a total cost of $6,000 Timeframe – AA + BB + CC months
                                                            Rhombus Tech to give 50 boards to developers, free as in beer who helped with coding. The remainder of CPU cards to be sent as rewards.
                                                            Long Term Support (Just for Ubuntu lovers)
                                                            Timeframe – AA + BB + CC + DD months CPU Cards at less than $30
                                                            The CPU cards can then be produced in mass-volume. Sold through Rhombus Tech, with profits used to seed further CPU upgrades.
                                                            Rewards
                                                            Total funds required for Unstable, Testing and Stable stages: $13,500
                                                              • Testing CPU Cards – $50 (Aiming for 50 = $2,500)
                                                              • Stable CPU Cards, with working OS image – $50 (Aiming for 50 = $2,500)
                                                              • Stable CPU Cards – $35 (Aiming for 200 = $7,000)
                                                                Special Rewards
                                                                  • A Rhombus Tech Sticker sent world wide – $5 ($1.50 profit per sticker)
                                                                  • Mention in the source code – $5
                                                                  • A certificate mentioning your contribution to the Small (Free as in Speech) Linux device which can be upgraded. – $10
                                                                  • A testing CPU Card, with your choice of Debian Packages loaded by a Debian Developer – $250
                                                                  • You select the code name for the Unstable Board (legal, ethical names only) – $250
                                                                  • You select the code name for Testing CPU Card (legal, ethical names only) – $500
                                                                  • You select the code name for Stable CPU Card (legal, ethical names only) – $1,000

                                                                  Then more information came in the for of FAQ [Rhombus Tech, March 25, 2012]

                                                                  What’s the goal, again?
                                                                    • To create a synergy between the ultra-low-cost Factories and SoC vendors of China with their expertise in Hardware, and Software (Libre) Developers with their expertise in GNU/Linux and other OSes, with a view to leveraging the combination to create affordable and desirable mass-volume products that are GPL-compliant before they hit the Retail Hypermarket shelves;
                                                                    • For those products to be modular, versatile and open, so that they can be upgraded without the environmental waste of throwing away an entire device; for Retailers, Factories and users to be able to keep up with the rapid and increasing pace of technological development;
                                                                    • For anyone to be able to use the products for their original purpose as well as for Educational purposes, Research, Engineering and more.
                                                                      How will this goal be achieved?
                                                                      Very carefully, in small steps, having learned from the experiences of the OpenMoko and OpenPandora projects.
                                                                        1. Produce very simple EOMA-68-compliant CPU modules which can act as stand-alone computers in their own right (powered via USB-OTG) so that Software (Libre) Developers have something to start working on.
                                                                        2. Start designing IO boards.
                                                                        3. Software (Libre) Developers help develop the software to run on the products.
                                                                        4. Products go to market.
                                                                        5. Profit.
                                                                        6. Use profits to repeat the process, to the benefit of all parties, including the Software (Libre) Developers.
                                                                          And… a CIC? really? But those are for Social Clubs!
                                                                          The rules for CICs are “to not make a loss”, which makes sense for any business. There is no limit on the profitability of a CIC: it’s just that, at the end of each Financial Year, the profits have to be allocated to a charitable cause, or they have to have been ploughed back into the business. A Community Interest Company simply does makes more sense in the context of the goals of bringing Software (Libre) Developers together into this exciting technological area that has previously been dominated by vertical market sales strategies.
                                                                          Why is the price of the Allwinner A10 EOMA-68 Card $15?
                                                                          It damn well isn’t! We are getting a massive amount of misunderstandings about this. We have reported that based on estimates from the Reference Board supplied by the Manufacturer of the SoC that the MATERIALS COST is APPROACHING $15 in MASS VOLUME quantities of 100,000 units.
                                                                          That is excluding a case, power supply (which as the unit can be powered by USB-OTG is not needed), packaging, tax, customs duty, shipping and, most importantly, a profit margin.
                                                                          Any company has to make a profit, and a CIC is no different. Charities and Not-for-Profit Foundations can get away with not making a profit, but Rhombus Tech is not a Charity.
                                                                          Profits made will be used to fund Free Software Developers, as well as future CPU Cards and the creation of Reference Design Products: Laptops, Routers and so on, all of which will be done in an Open fashion.
                                                                          What is EOMA?
                                                                          It stands for “Embedded Open Modular Architecture”. The concept of modular architecture isn’t new: many companies have divided out CPUs into separate PCBs or modules, but it just hasn’t been done recently, not on a mass-volume scale and not on a user-controllable basis. See the elinux.org EOMA page for more information.
                                                                          Why re-use PCMCIA??
                                                                          It’s legacy – nobody makes PCMCIA cards any more: it’s all changed to the PCIe-based “PCI express” aka “ExpressCard” thing. However, it turns out that Satellite TV “Conditional Access Modules” are in PCMCIA form-factor, meaning that the connectors, housings and assemblies are all still mass-produced. So there’s less risk of having someone destroy their CPU card if they force-break the mechanical barriers (see specification for details) but the pricing on parts is still good in mass-volume quantities.
                                                                          What’s so special about the interfaces on EOMA-68?
                                                                          The interfaces that have been picked happen to have been around for at least a decade, and the number of pins, including 16 pins of GPIO and including enough GND pins to separate each of the high-speed signals, by a jammy coincidence comes to exactly 68 pins.
                                                                            • RGB/TTL: 28 pins
                                                                            • USB2: 2 pins
                                                                            • I2C: 2 pins
                                                                            • 10/100 Ethernet: 4 pins
                                                                            • SATA-II: 4 pins
                                                                            • GPIO: 16 pins
                                                                            • 5V Power: 2 pins @ 0.5A per pin
                                                                              The total comes to 58 pins, and there are 5 groups of GND pins to separate each group. Grand total: 68 pins. jammy or what? More information is available here.
                                                                              Whoa, wait, PCMCIA is 100ohms approximately!
                                                                              Yes, we know. It’s not all bad. By a coincidence, SATA-II is 100 ohms and USB-2 is 90 ohms. We think that’s close enough. Absolute absolute last resort: both SATA-II and USB-2 can be ramped down in speed. This would be a bugger, but at least product would work. Other than that: yes it is possible to adjust impedance through careful placement of tracks and ground planes etc.
                                                                              Bottom line: we’ll just have to pick the right PCMCIA connector supplier, that’s all.
                                                                              Why is the first CPU that RHT picked a China-based one?
                                                                              Cost and features – pure and simple. Consumers do not care about Software Freedom – they just don’t. Only Software (Libre) Developers care about Software Freedom. However, GPL Compliance is very very important to RHT, because we do not wish to be liable for GPL violations, and we do not wish our mass-volume Retail Hypermarket Clients to be liable for GPL Violations, either. So, RHT has spent the past two years negotiating with SoC vendors to find one that has the three critical factors of: 1) Cost 2) features 3) GPL Compliance. Amazingly, it was a China-based Fabless Semiconductor Company that first met the requirements. Yes we are looking for more.
                                                                              Which CPUs have you analysed so far, and why were they rejected?
                                                                              We have analysed dozens of CPUs. With the exception of the Allwinner A10, none of them really fulfil all of the criteria. This section turned out to be so large that it was moved to its own page: Evaluated CPUs.
                                                                              So what FSF Hardware-Endorseable options are there?
                                                                                • The Ingenic MIPS jz4760 (700mhz) – $USD 7 in mass-volume
                                                                                • The 600mhz ARM Cortex A8 OMAP 3503 ($19, 1k volumes)
                                                                                • The 720mhz ARM Cortex A8 AM3357 – ($14, 1k volumes and $5 in 100k)
                                                                                  Sadly, none of these CPUs however fulfil the mass-volume criteria of being able to do 3D Graphics or 1080p video. Some of them can do 720p, but that is not enough for commercial mass-volume purposes: it really does have to be 1080p now. 4 years ago, 720p was acceptable: now it isn’t.
                                                                                  These CPUs are listed on the Evaluated CPUs page.
                                                                                  Is this an “Open Hardware” Project i.e. can I get the full schematics?
                                                                                  This is a misleading question: here’s some clarification. The EOMA-68 initiative is an “Open Specification. That means that anyone can create either CPU cards or motherboards that conform to it. Thus, it is possible for anyone to create an “Open Hardware” compliant CPU card or motherboard.
                                                                                  Rhombus Tech has chosen to work with a small, dynamic factory in China that loved the idea of the “we’ll do the software if you do the hardware” deal. It would be rather a different proposition for us to then ask them to release the full schematics.
                                                                                  Also in development is a 8mm-high (Type III) EOMA-68 CPU card with a AMD 64-bit x86 APU with Dual-core CPU, integrated Radeon 3D Graphics, with full Free Software support.
                                                                                  Bari also has an initiative to turn the Beaglebone or any other ARM SOC or AMD Fusion APU into an EOMA-68 CPU card, if enough people show interest in this happening. Given that the Beaglebone (and other systems like it such as the IMX53QSB, Origen, Pandaboard etc.) schematics are available under an Open Hardware License, the Beaglebone EOMA-68 CPU Card will be “Open Hardware”.
                                                                                  Additionally, given that the Leaflabs Maple is an “Open Hardware” Project, there exists the possibility for the creation of EOMA-68-compliant Motherboards based around the adaption of Leaflabs Maple Boards.
                                                                                  Summary of the above: it’ll happen. (update: 10jan12 – sooner than anticipated!schematics being developed here).

                                                                                  Rhombus-Tech/ allwinner a10/ news

                                                                                  24 Jul 2012: Casework for EOMA-68 CPU Card

                                                                                  Titoma Design is delighted to be involved with the EOMA-68 project and has a preliminary design for the first EOMA-68 CPU Card, using the Allwinner A10 SoC. Titoma Design specialises in casework and full product design, and will be more than happy to assist clients to develop products based around the time and cost saving benefits of the EOMA-68 upgradeable design strategy.

                                                                                  28 Jul 2012: GPIO and Expansion Headers for EOMA-68 CPU Card

                                                                                  A rework of the GPIO and Expansion Headers for the first Qimod EOMA-68 CPU Card has been carried out. Almost all interfaces available of the Allwinner A10 CPU have been made available on the 55x85mm Credit-card-sized CPU Card, including both Transport Streams, SIM Card, PATA, the 24-pin Camera Interface, both 24-pin LCD Interfaces, VGA, Composite Video (CVBS), SPDIF, AC97, I2S, GPS, CAN-Bus, Infrared, and many more. This is in addition to the standard EOMA-68 Interfaces of Ethernet, I2C, SATA, LCD 24-pin RGB/TTL, USB2 and 16 GPIO pins.

                                                                                  The rework involved adding an extra optional 45-pin FPC, which is in addition to the optional 44-pin FPC. The orders page has been updated to reflect the full pinouts, as well as the finalised selection for the 16 EOMA-68 GPIO pins.

                                                                                  The most current product information therefore is available on Preorders [Rhombus Tech, July 28, 2012, but preorders are listed from Dec 12, 2011 to Sept 23, 2012]

                                                                                  This is the preorders page for EOMA-68-compliant Allwinner Cortex A8 CPU modules. This product will have full GPL Source Code publicly available, and will be suitable for many purposes including Educational and R&D purposes, a USB-OTG-powered Thin Client, use as a Freedom Box, or as an embedded computer, or in the future to drive products such as Tablets, Laptops, IPTVs and Desktop PCs simply by plugging it in. Some options for hardware that is on the roadmap are described as example motherboards on the EOMA-68 page.

                                                                                  Features

                                                                                  The Allwinner EOMA-68-compliant module will have the following features:

                                                                                  • Approximately Credit-card size format (56mm x 90mm)
                                                                                  • An Allwinner A10, 1.2ghz ARM Cortex A8
                                                                                  • 1gb of RAM
                                                                                  • at least 1gb of NAND Flash (possibly up to 16gb)
                                                                                  • Operation as a stand-alone computer (USB-OTG powered)
                                                                                  • 2160p (double 1080p) Video playback
                                                                                  • MALI 400MP 3D Graphics, OpenGL ES 2.0 compliant.
                                                                                  • HDMI, Micro-SD, Headphones Socket,
                                                                                  • EOMA-68-compliant interfaces (RGB/TTL, I2C, USB2, SATA-II, 10/100 Eth)
                                                                                  • Expansion Header (similar to Beagleboard, IMX53QSB, Origen etc.)

                                                                                  These are the available interfaces on the 44-pin [Expansion Header’s interfaces] DIL:

                                                                                  • 2pins: 1x USB-2
                                                                                  • 8pins: 5-pin AC97 shared with 8-pin I2S Signals.
                                                                                  • 2pins: PWM0 (PB2)
                                                                                  • 4pins: TV-Out, VGA-Out
                                                                                  • 4pins: 4-wire Resistive Touchscreen
                                                                                  • 10pins: LVDS0 (multiplexed with LCD0)
                                                                                  • 10pins: LVDS1 (multiplexed with LCD0)
                                                                                  • 5V and 3.3V power

                                                                                  Due to multiplexing on the Allwinner A10, the following interfaces are also available on the PCMCIA connector via the 24-pin RGB/TTL pins (WARNING: non-EOMA-compliant).
                                                                                  • IDE (PATA)
                                                                                  • 24-bit Camera Sensor
                                                                                  • 20 External Interrupts
                                                                                  • 8×8 Keypad Interface
                                                                                  • 2 full UARTS with RX,TX,CTS,RTS
                                                                                  • CAN-bus
                                                                                  • 2 PS/2 interfaces
                                                                                  • SD/MMC 3.0 Ultra-High-Speed Class, UHC-I
                                                                                  Further multiplexing also allows the I2C interface to be switched over to two extra GPIO pins (WARNING: non-EOMA-compliant).
                                                                                  Also, the pins on the Micro SD/MMC interface can also be switched over to JTAG and a UART. With a special PCB with a Micro SD/MMC slot on the end it is possible to perform debugging of the device, live, without opening it up.
                                                                                  The Infrared Interface on the expansion header supports the following data formats:
                                                                                  • MIR FIR IrDA 1.1
                                                                                  • 0.576 Mbit/s 1.152 Mbit/s Medium Infrared (MIR)
                                                                                  • 4 Mbit/s FIR IrDA 1.4
                                                                                  • CIR
                                                                                  These are being considered:
                                                                                  • 2pins: 3.8v Battery Connection, on separate connector
                                                                                  • 3pins: Reset and Power, on separate connector
                                                                                  • 3pins: u-boot select, on separate connector
                                                                                  Pricing
                                                                                  Regarding pricing: the hardware NREs from the factory are $USD 2,000. Therefore, based on the number of committments so far (23 as of 2011Dec12), pricing looks set to be around $100. By the time the number of preorders reaches 30, that will be around $75 (30 reached as of 2011Dec17). (Update: as of 2012Mar01 the alpha units have reached 141 and it’s down to $41 per unit assuming NREs of $2,000 and component costs of $30. Please note: we do not yet know the unit cost! this is entirely preliminary!).
                                                                                  The mass-volume (100k units) cost will be somewhere around $15: the more committments received, the closer the price will get to that. One expression of interest has been received for 1,000 (stable) units: a pricing evaluation request is outstanding with the factory and will be reported as soon as it is received.
                                                                                  Please note: this cost excludes a case, power supply, packaging, shipping, tax, customs and import duty. and profit.
                                                                                  Software Freedom Information
                                                                                  Regarding Software Freedom: the caveat regarding this CPU is that it requires ARM-proprietary libraries for the 3D Graphics (as does virtually every single suitable consumer-grade embedded SoC on the planet with the almost exclusive sole exception of the Ingenic jz4760 and some of the TI ARM Cortex OMAP and Sitara SoCs). However, simply not using the proprietary MALI 3D GPU does not impact any other functionality in any way.
                                                                                  (update: MALI 400MP is being reverse-engineered)
                                                                                  Yet to be determined is how to program the proprietary 2160p MPEG decoder, but through a preliminary examination of the GPL Source Code it would appear that the drivers are publicly available. However, this CPU does have NEON, so can be used for Software Decode of Open CODECs.
                                                                                  Overall: if this module is not for you, an AM3357 module may be more suitable.

                                                                                  [committments so far:
                                                                                  – 23 as of Dec 12, 2011
                                                                                  – 30 as of Dec 17, 2011
                                                                                  – 141 alpha units as of Mar 01, 2012
                                                                                  large (=5 or more) number of units on preorder after Mar 01:
                                                                                  215= 43×5
                                                                                  762=9×10+1×15+1×18+3×20+1×30+1×49+2×50+4×100
                                                                                  3466=1000+1000+1000+466
                                                                                  75000=15000+50000+10000
                                                                                  so the whole project looks quite feasible from the point of view of achieving the $15 unit cost for which 100K units should be on order
                                                                                  ]

                                                                                  Rhombus-Tech/ allwinner a10/ news

                                                                                  6 Sep 2012: PCB design completed for EOMA-68 CPU Card

                                                                                  Many thanks to Wits Tech for completing the PCB design: the board layout and GERBER files are done. This brings the A10 EOMA-68 CPU Card one step closer to reality. The next stage is to get initial samples made up, the first script.fex created and a first boot completed.

                                                                                  [Wits Tech with products such as: MID and PCBA, e-book, smart MP4, 1080P high-definition MP4, 768P, 1080P harddisk player, IPTV, Google TV-BOX and so on]

                                                                                  Following on very very quickly from this, and driving a rather fast development schedule, is a commission from a client to convert an existing x86 laptop (1280×800) over to using the new A10 EOMA-68 CPU Card, and to provide 25 working prototypes for a Trade Show. Luckily, as the CPU Card is completely independent of the I/O Board, separate teams can focus on the development tasks.

                                                                                  Other news coverage:

                                                                                  Marketing Strategy [Rhombus Tech, May 1, 2012]

                                                                                  • TTM – Time to market lead
                                                                                  • Open versatile Common Platform
                                                                                  • EOMA One

                                                                                  Three ways EOMA helps to bring new products to market faster and save money

                                                                                  EOMA – From month to weeks TTM reduction
                                                                                  ODM
                                                                                  One platform, many Distros: Vanilla GNU/Linux, Android etc.
                                                                                  Software comes pre-flashed by default
                                                                                  One module, many applications
                                                                                  Instant upstream compatibility with Linux GIT tree
                                                                                  OEM
                                                                                  Need for software expertise is removed from OEM side
                                                                                  BOM reduction X 5
                                                                                  Access to bigger market platform
                                                                                  Readapting the design is as easy as changing one module
                                                                                  System Integrators
                                                                                  Quick access to many ODM designs
                                                                                  Plug and play
                                                                                  LOW TTM and high flexibility
                                                                                  Update process is made trivial and faster
                                                                                  Reasoning behind the Marketing Strategy
                                                                                  EOMA is platform for the whole industry that benefits the whole “food chain”.
                                                                                  Its good for ODM because they will have upstream support and they will be able to support their own clients better.
                                                                                  For OEMs the benefit is that they will no longer need to deal with software by themselves, it simplifies production and logistics, lowers production run times thus less cost of capital.
                                                                                  For integrators, the benefit is less obvious, but its also lower time to market, increased ability to reuse existing designs.
                                                                                  In general, the idea is that EOMA uses open source principles to increase efficiency across the industry. EOMA will be doing to computer hardware market the same thing what linux has done to server OS market.

                                                                                  Rhombus Tech Presentation [Rhombus Tech, March 12, 2012]

                                                                                  • what is the project.
                                                                                      EOMA is an initiative to separate the platform from the widget
                                                                                      EOMA module is System-On-Module that will come in standardized 68 pin package
                                                                                      It can utilize most of low cost SoC of your choice. At current stage, Allwinner A10 is the favoured chip.
                                                                                      The first EOMA-68 CPU Card is Cortex A8 based design
                                                                                      Module provides I2C, USB, Ethernet, SATA, 8 bit ttl rgb (display), and gpio on remaining pins
                                                                                      At current stage Rhombus plans to reinvest all profits into platform development and improvement
                                                                                      • what is the advantage and scenarios.
                                                                                          Rhombus facilitates upstream integration with linux and other major OSS projects.
                                                                                          OEMs receive standard platform that greatly reduces time-to-market.
                                                                                          OEMs no longer need to contract ODMs or have extensive software expertise to make a worthwhile product.
                                                                                          • what is the latest status of this project.
                                                                                              Rhombus is in process of getting pre-orders
                                                                                              lkcl [Luke Kenneth Casson Leighton] is working with manufacturers to start production

                                                                                            See also: Embedded Open Modular Architecture

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                                                                                            More background: British company looks to create cheap, open platforms [iTWire [Australia], Jan 10, 2012]

                                                                                            Luke LeightonA British community interest company, Rhombus Tech, is part of the way towards developing a micro-computer on a circuit board, much like the Raspberry Pi.
                                                                                            The man behind the effort, Luke Kenneth Casson Leighton, says his product will be much more powerful, having an ARM Cortex A8 CPU, which is 3x times faster than the 700mhz ARM11 used in the Raspberry Pi. The mass-volume cost target being aimed for is $US15 and it will be available for educational purposes as well as being a part of a retail product line.
                                                                                            Leighton (pictured above), who is a free software developer, is also attempting to bring together FOSS developers with Chinese hardware makers, so that each can use the other’s creation and benefit from doing so.
                                                                                            He has ambitious plans for Rhombus Tech to help build a number of devices, including a tablet, using the same method – harnessing the effort of free software developers and Chinese hardware manufacturers.
                                                                                            One thing he sees as a plus in the tablet effort is that it will create an Android system that conforms to the norms of the GPL and be easier for FOSS developers to deal with. At present, there is a plethora or tablets and many of the manufacturers, who are the vendors as well, are unaware of GPL requirements or else do not care.
                                                                                            “We are acting as the catalyst to invite other people to make such products by inviting them to participate, through the EOMA-PCMCIA initiative – simplified modular upgradeable hardware – and putting them in touch with Software (Libre) Developers,” Leighton says.  
                                                                                            “We’re not funding the products, we’re doing deals with factories and with SoC fabless semiconductor companies, offering them free access to free software developers, asking them in return that they not charge us for their hardware engineering time.”
                                                                                            Leighton says the efforts he is making are both altruistic and profit-oriented. “The fundamental principles behind Software (Libre) are more important to me than profit, but no profit gets you nowhere, so we’re setting out to do something rather unusual: merge both worlds.
                                                                                            “I’ve learned the lesson: you can’t make money from selling software (Libre) as a service in a world which has been Pavlov-trained to pay for boxed product and zero for the service. Patronage is dead – I’m the lead developer of – or have been the lead developer of – quite a number of free software projects, and the amount of money I’ve received through donations since 1996 is under $1000 in total. That’s under $65 per year, despite saving hundreds of thousands of businesses vast sums of money in proprietary software licence fees.
                                                                                            Instead, we’ve made the decision to profit from sales of hardware, with GPL-compliant software (Libre) pre-installed that actually does the job, masquerading as ‘yet another mass-volume product’ and beating the (GPL-violating) competition on price, convenience and usefulness.”
                                                                                            Leighton has been at this game for nearly eight years. “I started contacting companies to get the source code of Linux phones – the Shanghai-based E28 smartphone, for example – back in about 2004,” he says.
                                                                                            “It was a complete failure. I just had to let the GPL violations go. Instead I focused on reverse-engineering HTC’s smartphones. Then Android came along, some years later, and the situation has clearly got worse, not better.”
                                                                                            But there are some upsides to the plethora of Android devices out in the market. “At least the cost of hardware came tumbling down. However, because of Android and because of the endemic GPL violations surrounding Android, this fantastic hardware, which could potentially be used for so much more than it is, is basically stuck in dead-end roles such as ‘browsing uh few web pagiz’, ‘wotchin uh film’ and ‘playing a few gamez like angry burds’.”
                                                                                            Leighton has had some interesting early experiences trying to achieve his goal, learning through his own mistakes. “As the very first experimental ARM11 (non-x86) Linux-based (non-Android), laptop (non-tablet) hardware began to make its way out of China-based R&D companies, we reached out to them. The first was the Chitech CT-PC89E which turned out to be a complete nightmare, but an important learning curve.”
                                                                                            “Over the course of several months, and after 18 months of thinking about what the hell went wrong, empirical evidence tends to suggest that the development of the CT-PC89E was PRC Government-funded, and was supposed to be used for monitoring of PRC citizens, in a hardware-locked fashion, running an ARM-based PRC-Government-funded port of Red Flag Linux.”
                                                                                            Leighton says that he was “naively” intending to sell this ARM-based laptop in Europe and asked for versions of the laptop that would support European-based EDGE/3G modems. All that he was offered were China Telecom WCDMA modems that would only work in China.
                                                                                            Since source code could not be obtained, he took recourse to reverse-engineering. “We reverse-engineered the Linux kernel (discovering some very poorly-designed ‘security’ measures along the way), installed Debian on it, and an associate of ours took it along to their office and presented one of their machines running Debian/Lenny to them. They went extremely quiet.
                                                                                            “The poor girls at the Chitech factory in China, who have absolutely no software engineers but just ‘make hardware’, were so scared of what they learned, through us, that they pulled the product from their portfolio. We were the first – and last – people to ever order samples. That was over two years ago, now.”
                                                                                            Leighton was not put off, however, and persisted in trying to make headway. Next we decided that this was a ridiculous situation, and began a process of contacting more than 200 factories in China to find one that was willing to do a deal. Two years later, we found one. It actually took going over to China and having face-to-face meetings with over 30 companies even to find that one factory.”
                                                                                            His deal with the factory basically boils down to “we won’t charge you for software engineering if you won’t charge us for hardware engineering“.
                                                                                            “As these factories often have to pay large sums of cash upfront for BSPs (board support packages) and then have to also pay to have them customised so that the factory at least has ‘some’ unique selling point and they ‘still’ end up with a GPL-violating binary-only firmware blob, it’s a good deal for them,” he says.
                                                                                            The problems Leighton has faced make for interesting reading – though they were anything but interesting at the time when he encountered them.
                                                                                            “We’ve bought samples from factories, shipped some of them to potential clients, requested the GPL source code and been denied access to it, in direct violation of the GPL,” he says. “Often we were told that we had to place orders for 20,000 units in order to be given the source code; we told them absolutely not, why the hell would we place such a massive order for an untested product that didn’t do the job that the client needed? In the cases where product was shipped to potential clients prior to non-receipt of the GPL source code, this was incredibly embarrassing for us.”
                                                                                            What he has learned is that there is a long chain of people involved, with communication breakdowns and GPL violations in some cases beginning right at the start of the chain.

                                                                                            “The SoC (system on a chip) manufacturer provides a reference design including a BSP. The reference design is bought by original design manufacturers (ODMs), usually under NDA (which is the first GPL violation). The ODMs license their modifications to factories and give them binary-only distributions, a second GPL violation.

                                                                                            “The factories have absolutely no software engineers. They do not even know what source code is, let alone what an ‘Apache’ (licence) or a ‘GPL’ is. The factories sell product to importers; they in turn sell to wholesalers who sell to retailers and from there it is sold to end-users.”

                                                                                            Leighton says it is absolute hell to chase a GPL violation back through this chain, fighting ignorance and arrogance across international boundaries every step of the way. “After trying to be patient with this process, several times, we have concluded that it is a complete waste of time to pursue GPL violations just to do a deal, selling hardware product that is GPL-compliant: it’s too late by then.”

                                                                                            Instead, he has decided to do things a different way. “We are looking to work with the factories and with the SoC vendors, being involved right down the chain, keeping software (Libre) developers involved and informed along the way as well, such that the products, when they reach the shelves in Europe for example, are fully GPL-compliant before they even get there.
                                                                                            “That involves finding a SoC company, a factory and software (Libre) developers who will trust us, as well as finding a hypermarket retail store in Europe that will trust us!”
                                                                                            Despite all these issues, light is visible at the end of the tunnel. “We’re at a critical phase where we’ve managed to convince our first China-based factory of the value of a ‘we won’t charge you for software engineering time if you won’t charge us for hardware engineering time’ deal. The CPU that we’ve found is an ARM Cortex A8, it runs at up to 1.5ghz, it’s an absolute corker, and it’s only $7 in mass-volume. That means that a PCB that’s equivalent to the Raspberry Pi in size and features could be manufactured for a whopping 40 per cent less money – only around $15 instead of $25, and yet it would be at least 3 times faster than the Raspberry Pi (which uses only a 700mhz ARM11),” Leighton says.
                                                                                            We have the full support of the SoC fabless semiconductor company, Allwinner: they’ve given us full access to the GPL source code and the complete BSP; from a small-scale series of announcements (we’ve kept it to the debian-arm mailing list so far) we have more than 30 software (Libre) developers interested in buying first alphas of the ‘bare-bones’ EOMA-PCMCIA-compliant CPU card using Allwinner’s CPU card.”
                                                                                            While Rhombus Tech’s first product will be just a credit-card-sized PCMCIA CPU card that can run as a USB-OTG-powered computer, Leighton says that, provided there are sufficient advance orders, “for a 10-inch laptop, with Android, we’re looking at mass-volume pricing of around £90, retail, in the UK (and about £125 for a 12in one). For a 7-inch tablet (with the lower-quality but lower-priced resistive touch screen), we’re looking at around £50 retail.”
                                                                                            He says the only reason this is achievable is because there was no £250,000 to £500,000 up-front cost on development of the product – not on the cost of the hardware, and not on the cost of the software. The products will all be fully GPL-compliant.
                                                                                            “What’s even better is that when a new, or faster, or cheaper (or all three) CPU comes along, then rather than force people to throw away the entire device, we will be in a position to pay a factory to get a new EOMA-PCMCIA-compliant CPU card out in record time, and then just sell that through the same channels, as a user-installable ‘upgrade’ to their ‘existing’ laptop, tablet, desktop, internet TV, whatever it is that’s been designed to take EOMA-PCMCIA-compliant CPU cards at the time.
                                                                                            “With the embedded computing market moving so rapidly, we want to give both factories and users the opportunity to keep up-to-date without feeling guilty about land-fill. And, the GPL compliance and involvement of the free software community means that the devices will always be ‘unlocked’, and will serve both their original purpose as well as being a low-cost open educational and R&D platform.”
                                                                                            Rhombus Tech has just five people involved, all operating on a commissions-only basis. The relationships between the five go way back, with the company being set up just two years ago.
                                                                                            Luke Kenneth Casson Leighton, CTO at Rhombus Tech [LinkedIn]
                                                                                            Current: Rhombus Tech [since Nov 2011], Pyjamas, VizzEco Inc.
                                                                                            Previous: NC3A, iYonderBZflag
                                                                                            Education: Imperial College London

                                                                                            I’m a free software advocate, technology specialist and technology researcher.
                                                                                            My vocation is to seek out, understand, document and then explain all the archaic, esoteric and obscure technologies i come into contact with. So far, that has led me to network-reverse-engineering of Windows NT 4.0 Domains; reverse-engineering the High Tech Corporation’s Wince Mobiles in order to run Linux on them just for fun; Adopting Python as a core programming skill before it became fashionable; Writing an XML-based programming language before _that_ became fashionable.
                                                                                            The upshot of all this is that there really isn’t very much in Computing Technology that I would particularly find difficult – or if it _is_ difficult, I’ll be able to tell you why; and if I’ve not encountered a technology before, I’ll tell you so, up-front, and then go find out about it for you. So if you need advice on what technology can do for you, or if you need to know if something is possible, you only have to ask.
                                                                                            Also, I am able to advise on best working practices in Software Development, as I have done a significant amount of Software Engineering and Project Management in Free Software. Free Software leadership is a little different from traditional Project Management, in that the people you’re leading don’t actually have to listen to you! So if there is a delicate situation that needs handling, and your current approaches simply aren’t working and you still need to get results, you might want to consider asking for my help and advice.

                                                                                            Rhombus Tech preparing to launch a PCMCIA-sized computer module for tablets, notebooks, more [Liliputing, Sept 8, 2012]

                                                                                            Rhombus Tech is working on a project to develop a computer module that supports open source software and which can be used in a variety of devices.
                                                                                            The idea is that you’ll have a PC-on-a-board that works a bit like a Raspberry Pi or MK802 mini PC. But instead of using this as a standalone computer, you’ll be able to slot it into a wide range of devices including tablets and notebooks.
                                                                                            So instead of replacing your laptop when the CPU starts to feel outdated, you’ll be able to pull out the module containing the CPU and other vital components and slide in a newer model.
                                                                                            The first Rhombus Tech design is called the A10 EOMA-68, and it’s expected to be a PCMCIA card-sized PC module powered by an Allwinner A10 ARM Cortex-A8 processor.
                                                                                            That’s the same chip used in the Mela A1000, MK802, Mini X, and a number of other inexpensive Android tablets, TV boxes, and other devices.
                                                                                            In fact, members of the Rhombus Tech team were responsible for the first builds of Ubuntu Linux that were able to run on the Mele A1000… which led to a number of developers porting Ubuntu, Fedora, Puppy, and other Linux-based operating systems to run on Allwinner A10 devices such as the MK802.
                                                                                            Right now the A10 EOMA-68 is still in the planning stages, but Rhombus Tech announced that there’s now a PCB design in place, and the next step is to produce samples that can be used for testing and demonstration purposes.

                                                                                            Tom Cubie’s role in the initiative and elsewhere:

                                                                                            Tom Cubie’s Public Profile – Ushi

                                                                                            Tom Cubie cubieTech co-founder
                                                                                            China’s Mainland
                                                                                            Guangdong – Zhuhai >>>>>>>>>
                                                                                            Industry: Semi-conductor

                                                                                            Work Experience

                                                                                            嵌入式软件工程师 [Embedded software engineer]
                                                                                            珠海全志科技 [珠海Zhuhai全志科技Allwinner Technology] (100 ~ 499)

                                                                                            June 2011 – Present (1 year 3 months)
                                                                                            ARM Linux BSP 内核开发[Kernel development]

                                                                                            [Software] Design Engineer
                                                                                            Imagination Technologies Ltd.
                                                                                            August 2010 – June 2011 (10 months)

                                                                                            Education:
                                                                                            HUST [Huazhong University of Science and Technology]

                                                                                            CUBIETECH LIMITED or in more detail
                                                                                            方糖科技有限公司

                                                                                            Domicile: Hong Kong
                                                                                            Type: Private, ltd by shares
                                                                                            Formed: 29-Aug-2012
                                                                                            HK companies registry: 1793090

                                                                                            websites: 1. www.cubietech.com  2. http://cubieboard.org but the content is the same at the moment

                                                                                            Zhuhai [Wikipedia]

                                                                                            Zhūhǎi (Chinese: 珠海) is a prefecture-level city on the southern coast of Guangdong province in the People’s Republic of China. Located in the Pearl River Delta, Zhuhai borders Jiangmen to the northwest, Zhongshan to the north, and Macau to the south. Zhuhai was one of the original Special Economic Zones established in the 1980s. Zhuhai is also one of China’s premier tourist destinations, being called the Chinese Riviera.
                                                                                            Zhuhai became a city in 1979, a year before it was named as one of the first Special Economic Zones (SEZ). The neighboring city of Shenzhen became the first Special Economic Zones of the Special Economy Zone in 1978. The implementation of this policy is logical as Zhuhai is located on the strategic position facing Macau, in the identical fashion by which Shenzhen faces Hong Kong. This enabled the Chinese Central Government to open another “window” in front of Macau. Even though the city is situated at the southern end of the Pearl River Delta area, Zhuhai acts as one of the central cities in the Pearl River Delta according to the new general urban plan approved by the State Council. The implementation of Special Economy Zone means that the city will grow as a powerful modern port city, science and education city, scenic and tourism city, and as a regional hub for transportation.

                                                                                            Introducing the MK802 FreedomStick [FreedomBoxBlog, ]

                                                                                            Recently a whole range of cheap Android devices have become available, all powered by the Allwinner A10 SOC. Thanks to the way A10 devices boot they are very easy to hack. All that is needed is a bootable SD card. How to make such a card is no big secret, and there are now multiple SD card images available. You can boot for example Lubuntu or Debian instead of Android. One A10 device, the MK802 stick computer, is almost ideal for a small home server. I bought one to examine its potential for the FreedomBox.
                                                                                            What A10 devices are available?
                                                                                            The A10 is used in a whole range of products, from tablets to TV multi media boxes to stick computers. The most popular devices are:
                                                                                            The $70 Mele A1000. This is a complete computer. Some specs: 512 Mb RAM, SD slot, support for SATA Hard-disks, connectors for multiple types of monitor (VGA/HDMI/Analog video), 10/100 Ethernet connector, WIFI, Audio out and two USB host ports.
                                                                                            The $65 MK802. This is a stick sized computer (0.47 x 3.46 x 1.38 inch) that has (of course) less connectors than the Mele A1000. The specs are: 1024 MB RAM (older versions 512 MB), microSD slot, HDMI video out, WIFI, one USB host port and one USB-OTG port.
                                                                                            You will probably agree with me that the $70 Mele is a better deal – the MK802 is overpriced. It would not surprise me if the MK802 drops in price to about $40 in the near future.
                                                                                            Links.
                                                                                            Here are some links to start with if you are interested in A10 devices:
                                                                                            Much pioneering work on the A10 was done by Luke Kenneth Casson Leighton. Luke is the one behind Rhombus Tech. A Community Interest Company, which is developing an open hardware Computer-on-Module that uses the A10. Lots of info can be found at:
                                                                                            http://rhombus-tech.net/allwinner_a10/

                                                                                            A good place to buy an A10 device is “The Cubies hacker shop” at:
                                                                                            http://www.aliexpress.com/store/511685

                                                                                            from HERE: Tom Cubie Jul 15, 2012 +3 
                                                                                            Hi, i am Tom Cubie, i have a shop on aliexpress selling allwinner powered devices. I am also the developer who ported u-boot to A10 and contribute to the A10 kernel source code. Welcome to my shop: http://www.aliexpress.com/store/511685
                                                                                            Mele A1000 70$(A10, 512MB, 4G)
                                                                                            Mele A2000 75$(A10, 512MB, 4G)
                                                                                            Smallart uHost 70$(A10, 1GB, 4G)
                                                                                            [these are set-top boxes]

                                                                                            Tom Cubie (alias hipboi) is very actively involved in getting GNU/Linux working on the A10. Just like Luke he is planning to release open hardware based on the A10.
                                                                                            http://cubieboard.org/

                                                                                            Both the SD card images i used come from the miniand.com website. Miniand sells A10 devices and has a busy forum at:
                                                                                            https://www.miniand.com/forums/
                                                                                            MK802 images are available at:
                                                                                            https://www.miniand.com/forums/forums/development/topics/mk802-guides-and-images
                                                                                            Another company that sells the MK802 and other A10 devices is Rikomagic.
                                                                                            http://www.rikomagic.co.uk/
                                                                                            forum:
                                                                                            http://www.rikomagic.co.uk/forum/viewforum.php?f=2&sid=3c3ef83dd83af61f8af6a82c6b28cf47
                                                                                            Someone named gnexus has a very interesting site about A10 devices:
                                                                                            http://a10linux.org/
                                                                                            Last but not least – i enjoyed the info at Jeff Doozan’s site.
                                                                                            http://forum.doozan.com/list.php?6
                                                                                            Android-powered Cubieboard is already sold out [TG Daily, Sept 11, 2012]
                                                                                            We first covered [Sept 3, 2011 – bit the first public info was available from CNXSoft on Aug 31, 2012] the Android-powered Cubieboard – which is targeted at devs and modders – last week.
                                                                                            The uber-mini developer board is priced at a rather sweet $49, so one really can’t avoid drawing comparisons  between this little device and the wildly popular Raspberry Pi.
                                                                                            However, the little Cubieboard boasts a faster processor, more memory and integrated storage. The first Cubieboard prototypes were offered for $49 plus shipping (from China) on  AliExpress – but have already sold out. [e-mail address be given on a cubieboard page]
                                                                                            Here’s a quick rundown of the Cubieboard specs if you missed it the first time around last week. The device is powered by a a 1 GHz Allwinner A10 ARM Cortex-A8 processor paired with Mali 400 Graphics. Cubieboard also features 512 MB of RAM and 4 GB integrated flash storage. Unsurprisingly, a souped-up version of the board is reportedly in the works and will be loaded with a total of 1 GB of RAM.
                                                                                            The dev board is also equipped with an HDMI output, dual USB ports, an SD card slot for memory expansion, and other expansion pins and connectors for adding peripherals. Although the Cubieboard does sport an integrated Ethernet jack it lacks integrated Wi-Fi. As such, one of the available USB ports will have to be given up for a dongle – if wireless access is required. Soldering is a must if you want to use any of those header pins for additional accessories.
                                                                                            Originally, there was no indication that the bare-bones Cubieboard was equipped with 4 GB of flash storage,  a feature which will make the already attractive system even more appealing to devs and modders.
                                                                                            Cubieboard is capable of running Android (2.3 and 4.0), as well as multiple flavors of Linux.

                                                                                            There is a Cubieboard wiki page [Aug 4 – Sept 24, 2012] on linux-sunxi wiki from June 30, 2012. This wiki is:

                                                                                            dedicated to all software and documentation related to hacking sunxi based devices and to thedevices themselves and is maintained by the arm-netbook community.
                                                                                            sunxi represents the family of ARM SoCs made by Allwinner Tech. in Zhuhai (Guangdong, China). The most popular sunxi SoC model is the Allwinner A10 (aka sun4i) and the Allwinner A13 (aka sun5i). Their predecesor was an ARM9 named Boxchip F20 (sun3i) and their successor whose specs are currently unknown, will be the sun6i.
                                                                                            Main components of the A10 / A13:
                                                                                              The A13 is a cheaper version of the A10. It lacks HDMI and SATA and is primarily targeted towards tablets.[1]
                                                                                              Featured Community Hardware
                                                                                              EOMA68-A10

                                                                                              RhombusTech aims to create an Open Hardware EOMA68 compliant CoM with an Allwinner A10 CPU inside to be the user replaceable heart of different devices.
                                                                                              cubieboard

                                                                                              A mini (10x6cm), hacker friendly, extendable and very low-cost while powerful ARM board with A10.
                                                                                              Open Source Hardware
                                                                                              A13-OLinuXino

                                                                                              Open Hardware SBC with an Allwinner A13 CPU inside developed by Olimex with 512MB RAM, 4GB NAND Flash, VGA, Audio In/Out, WIFI, 3x USB Hosts, USB-OTG, LiPo, SD-card, 72 GPIOs, 6-16VDC power input

                                                                                              A10-OLinuXino

                                                                                              Open Hardware SBC with an Allwinner A10 CPU inside developed by Olimex with 1GB RAM, 4GB NAND Flash, VGA, HDMI, RS232, JTAG, SATA, 100MBit Ethernet, SD and micro-SD cards, 2x USB hosts, USB-OTG, LiPo, 132 GPIOs, 6-16VDC power input

                                                                                              CedarX wiki page [July 14 – Sept 16, 2012] on linux-sunxi wiki:

                                                                                              CedarX is Allwinner’s multimedia decoding technology. It is composed of several parts, including:
                                                                                                1. A hardware video decoding unit
                                                                                                2. Proprietary libraries to communicate with the hardware unit
                                                                                                3. Glue code to use those libraries on an actual system with video playback capabilities (e.g. Android)
                                                                                                Benefits
                                                                                                  • Efficient use of system resources when decoding multimedia.
                                                                                                  • Allows small ARM systems to playback high resolution/bitrate multimedia content, which wouldn’t be possible using software-only decoding.
                                                                                                      Disadvantages
                                                                                                        • The proprietary libraries have no clear usage license.
                                                                                                        • The android glue code is implemented as a “media player” (parallel to stagefright) instead of as OMX components.
                                                                                                        • This media player has limitations when it comes to playing back content pointed to by Android URIs and some web-based content.
                                                                                                        • There is no glue code for any other multimedia frameworks on GNU/Linux systems. The use of OMX would’ve rendered this a non-issue, with existing projects like GstOpenMAX.
                                                                                                            Integration
                                                                                                            Reverse Engineering
                                                                                                            On June 15 2012 Iain Bullard started reverse engineering the proprietary libraries.

                                                                                                            Allwinner A10 devices [XBMC Wiki for collaborative documentation of XBMC Media Center and related topics, May 19 – Sept 6, 2012]

                                                                                                            Set-top boxes

                                                                                                            Mele A1000/A2000
                                                                                                            Mele A2000.jpg
                                                                                                            Mele A1000 is the same hardware and specs as the Mele A2000. The case design is slightly different, and the A1000 only has 2GB of internal flash formatted, but still has 4GB of internal flash total (should be able to be reformatted to use full 4GB).
                                                                                                            The Mele units appear to have the most ports available of all the Allwinner A10 set-top/TV boxes, including SATA (normally accessible from a top “dock” for 2.5 HDDs, but can also be accessed from plugging an SATA cable to the main board inside.)
                                                                                                              Mele A100
                                                                                                              Same as the A1000/A2000, but lacks an SATA dock/connector.
                                                                                                              MK802
                                                                                                              MK802.jpg
                                                                                                              Some units have 512MB of RAM, while others have 1GB of RAM. Has a female mini HDMI port, but comes with a short miniHDMI to full sized HDMI cable. One USB B port, and one USB mini OTG port that can also act as a USB host port with included adapter, or be powered by the mini USB port. DC power connector. Internal wifi. MicroSD card slot.
                                                                                                              DX.com has a listing for a “AK802” that appears to be an identical unit to the 1GB RAM version.
                                                                                                                Mini X
                                                                                                                Pineriver H24.jpg
                                                                                                                Might be called Mini X, H24, or even the Mini Xplus (for legal reasons, apparently). All three are the exact same hardware. Has HDMI and analog video (composite?), two USB ports, one microSD card slot, IR sensor (most should come with a remote), removable wifi antenna, DC power connector (5 volts). Can be powered by included DC adapter, USB to DC cable (not included) or a male-to-male USB cable on the USB OTG port. Similar to the MK802, some units have 512MB of RAM, while others have 1GB of RAM.
                                                                                                                  Smallart UHOST
                                                                                                                  Smallart UHOST.jpg
                                                                                                                  Comes with a motion activated remote. Male HDMI port is directly on device. Size: 120mm x 50mm x 13mm. 1GB RAM. Built-in wifi b/g/n. Has one USB host port, and another microUSB port that turns the device into a USB drive. This microUSB port also seems to provide power to the device. Micro SD card slot. Mic jack and what seems to be an on-board mic (?).
                                                                                                                  Also sold as “Oval Elephant” from Oval Elephant.

                                                                                                                    Other

                                                                                                                    Gooseberry Board
                                                                                                                    Gooseberry.jpg
                                                                                                                      HackBerry
                                                                                                                      Hackberry.jpg
                                                                                                                      1 GB RAM, 4GB internal flash, SDHC slot, 2 USB 2.0 ports, 10/100Mbit ethernet, wifi: 802.11 b/g/n, HDMI video out, composite video out, audio in minijack, audio out minijack, IR sensor.
                                                                                                                        Cubieboard
                                                                                                                        1G ARM cortex-A8 processor, NEON, VFPv3, 512KB L2 cache, Mali400, OpenGL ES GPU, 1GB DDR3 @480MHz, HDMI 1080p Output, 100M Ethernet, 4GB Nand Flash 2 USB Host, 1 MMC slot, 1 SATA, 1 ir, 96 extend pin including i2c, spi, lcd, sensors, ..

                                                                                                                        MeLE website: http://www.mele.cn/ (Chinese) or http://en.mele.cn/ (English)

                                                                                                                        Congratulation to Mele’s 8th Anniversary [Mele press release, Sept 4, 2012]

                                                                                                                        About Mele [Dec 20, 2012]:

                                                                                                                        Shenzhen Mele Digital Technology Ltd. is a global leader for design and manufacturing of internet High Definition (HD) multimedia terminals and a system solution provider for customers worldwide.
                                                                                                                        Shenzhen Mele has been leading the trend of introducing multimedia internet devices and applications into living rooms. Shenzhen Mele’s forward-looking market research, proven technological expertise and acumen, mature and efficient development process, ever-expanding manufacturing capacity and capability, rigorous quality assurance measures, enables Shenzhen Mele to win competitions by product innovation, feature differentiation, and time to market. Shenzhen Mele has a long history of successful track records of providing Original Product-planning Manufacturing (OPM) services and Original Design Manufacturing (ODM) services to our premium brand customers globally, and providing internet multimedia terminals with Shenzhen Mele’s own brand to our consumers in China.
                                                                                                                        Shenzhen Mele’s multimedia terminal products manifest the direction of digital evolution of future home. Shenzhen Mele’s products integrate internet applications, local area network (LAN) content browsing and sharing, data storage, data transport, HD multimedia playback and recording, HD digital TV playback and recording, multimedia home theater system, multimedia player and DVD combo, SoundBar multimedia player, camera and mobile phone etc. Shenzhen Mele’s system solutions include remote content distribution, device configuration and management, and product and feature customization for service providers, and remote data transport and content management service for end customers.
                                                                                                                        Shenzhen Mele is devoted to Complete Customer Satisfaction (CCS). We provide 7×24 around the clock services. We always solve customer issues by investigating root causes and addressing source of a problem. We strive for daily improvement and continuous progress in our course of pursuing perfectionism. Our corporate vision, our corporate social responsibility, and our down-to-the-earth working style of “starting from me” motivate our staff to work harder and smarter everyday. We sincerely believe that Innovations Enriches Quality Life.

                                                                                                                        8. The Nufront challenge coming from inside

                                                                                                                        Information about the latest tablet SoC contender Nufront, also posing the greatest challenge to Allwinner for the next year as it stands now (as of Nov 1, 2012):
                                                                                                                        Nufront Announces Taishan Platform Targeting Mobile Devices Market [Nufront press release, May 7, 2012]: “The NS115 mobile computing chip, a dual-core ARM Cortex™-A9 MPCore™ processor up to 1.5GHz and Mali™-400 MP GPU implementation, features 1080P HD encode/decode and support of Android 4.0.
                                                                                                                        NUFRONT NS115 dualcore chipset – ARM at Computex 2012 [ARMflixYouTube channel, June 14, 2012]
                                                                                                                        $81 Nufront NS115 ARM Cortex-A9 Dual-core 7″ 1024×600 IPS Tablet by Xusit [Charbax YouTube channel, Oct 28, 2012]
                                                                                                                        Nufront and ARM Extend Partnership to Provide OEMs with Competitive Solutions for Next-Generation Smartphones, Tablets and Smart-TVs [joint ARM and Nufront press release, Sept 24, 2012]: “Nufront licenses latest ARM Cortex-A15 Processor and Mali-T658 GPU technology to drive innovation and address consumer demand for advanced features
                                                                                                                        Nufront licenses cores from Ceva, Vivante [EE Times, Sept 8, 2011]
                                                                                                                        Interview with Nufront: “Windows RT will take away market share from notebooks” [ITProPortal, Oct 17, 2012]: “When do you expect Nufront to bring out (a) its first Cortex-A15/Mali Midgard products (b) products based on your Vivante/Ceva license? We are targeting the end of 2013.
                                                                                                                        Why is it that Nufront is not as popular as rivals such as AllWinner, VIA, Mediatek, Rockchip especially at the lower end of the market? We started from dual core system-on-chips, and dual core SoCs are going down to low end but not yet, it’s still single Cortex-A8 everywhere, while we believe the dual core A9 will go to the low end by the end of this year, and we will definitely be there, we are ready.”
                                                                                                                        ARM Technologies Power Nufront’s First Computer System Chip To Reshape Laptop Market [Nufront press release, Sept 14, 2010]: “NuSmart™ 2816 is the world’s first chip to integrate a 2GHz dual-core ARM Cortex-A9 processor, a multi-core 2D/3D graphics processor, 64bits DDR2/3-1066 memory controller, 1080p multi-format video engine, SATA2 controller, USB2, Ethernet, together with general I/O controllers. By leveraging the multi-layer hybrid interconnection technology, multi-level fine grain power management technology and advanced 40nm manufacture process, NuSmart™ 2816 is very energy efficient consuming less than 2 Watts when running at 1.6GHz.
                                                                                                                        Ubuntu Adds Sparkle to Nufront Laptops at CES [PCWorld, Jan 7, 2011]
                                                                                                                        – From ARM.com: POP™ IP > Cortex-A9: “Nufront was the first company to produce an SoC with the Osprey hard macro running at 2.0 GHz (typical conditions).” … Osprey: ARM Announces 2GHz Capable Cortex-A9 Dual Core Processor Implementation [ARM press release, Sept 16, 2009]: “The Cortex-A9 hard macros and the corresponding optimized physical IP used to develop the speed-optimized and power-optimized implementations are available for license today with delivery in the fourth quarter of 2009.” … Partnership in action > Nufront CSC: Vince Zhou, General Manager at NUFRONT CSC on their adoption of ARM’s Cortex-A9 processor and Mali multi-core graphics processor technology, and high-performance Physical IP “... For 2011, we have set a target that $250 laptops will be widely available in China and rest of the world, based on the NuSmart 2816. Together with our partners we have an opportunity to create low-cost laptops with low-energy chips that drive the new computing era.
                                                                                                                        ARM announces ‘Osprey’ A9 core as Atom-beater [EE Times, Sept 16, 2009]
                                                                                                                        Nufront released the second generation of NuSmart2816 series chip – NuSmart2816M [Nufront press release, Feb 13, 2012]
                                                                                                                        Nufront at Computex 2012 [Charbax YouTube channel, June 8, 2012] where both the 2nd gen NumSmart2816M and the 3d gen NS115 are shown, the latter introduced as a LP (Low Power) and improved architecture implementation with 40% less power consumption than the NS2816M, also targeted for the smartphone market (in the video also their baseband chip is shown to be shipped in 2-3 months) and to be shipped a month later. Towards the end they acknowledge that their big hope for the NS2816 and NS2816M didn’t become a reality, because the laptop market remained a niche one (I would add it was due to overwhelming success of Android in the tablet space vs. the envisaged by them Ubuntu on the laptops), so they are refocusing on the tablet market. They also acknowledge trying to work with Microsoft on the Windows RT opportunity (but Microsoft is NOT shown as a partner). It is also said that they have almost 700 people working for them. To the last question they say that they have been living so far on mobile TV systems for China only [not true considering that they lost the battle against CMMB in China as shown in the following]. Note from their website: “Our superior, patented T-MMB (Terrestrial- Mobile Multimedia Broadcasting) system” (see also the T-MMB Q&A), Enhanced Ultra-High Throughput (EUHT) SuperWlanUHT (Ultra-high Throughput Wireless LAN) and NUHT (Next UHT), and probably video search by “NuVideoTM supports hundreds of TV channels anywhere, anytime in any situation with real time catalog, automatic high-speed editing and processing.” as well.
                                                                                                                        – From Nufront’s own sponsored content on DIGITIMES [June 6, 2012]: “… Nufront was established in June 2004 with its first office located in Bejing, China. Through support from the government, Nufront began R&D of T-MMB systems. By 2006, Nufront’s T-MMB system had passed field tests conducted by the government. By November 2007, the firm had announced success in developing the first T-MMB chip called NF9001. In 2009, Nufront added two new branches, Beijing Pu Ji Xin Technology and Beijing Nufront Mobile Communication Technology. … The firm stated its goal is to become a comparable firm to Qualcomm and MediaTek. Nufront aims to create a unified platform that consists of both telecommunication and PC functions to meet the needs of various types of mobile smart products.
                                                                                                                        China Digital TV Transmitter Market Report, 2012 [Reportlinker.com press release, Oct 30, 2012]: “With respect to mobile devices, T-MMB was adopted as the national standard on April 3, 2008, but denied by the State Administration of Radio, Film and Television (SARFT) which has been actively promoting CMMB (China Mobile Multimedia Broadcasting) network construction. With investment in digital TV transmitter reaching approximately RMB600 million in 2010 and not less than RMB800 million in 2011, CMMB has become the major player with respect to signal coverage and user group.
                                                                                                                        2011 Mobile TV Development Report [Zhang Rui on Sina blog, Oct 15, 2012]: “.. by the end of 2011, CMMB network covered more than 336 prefecture-level cities, 885 economically developed county-level cities with signal coverage rate reaching 98.22%, covering a population of nearly 800 million, and as such CMMB has become the world’s largest mobile radio and TV coverage network. … as of the end of 2011, CMMB nationally more than 35 million users, paying subscribers reached 16 million. In 2011, through the widespread cooperation with China Mobile, they jointly promoted the development of 11.29 million bi-directional end users, creating a precedent for the conversion rate of mobile data services with a 73.3% conversion rate; with new users the one-way terminal user base increased in 2011 to 6 million. …” Note: CMMB… is based on the Satellite and Terrestrial Interactive Multiservice Infrastructure (STiMi), developed by TiMiTech, a company formed by the Chinese Academy of Broadcasting Science. Announced in October 2006, it has been described as being similar to Europe’s DVB-SH standard for digital video broadcast from both satellites and terrestrial repeaters to handheld devices. …
                                                                                                                        Mobile TV: at least three years to take to maturity, preliminary [coming in 20]08 [XINHUANET.COM, Aug 14, 2006]: “<nicely and broadly covering the STiMi story then TMMB as well: > … T-MMB standard was developed under the auspices of the Ministry of information industry, which is Korea DMB standard as the basis for in-depth research and development of a standard, part of independent intellectual property rights. It is a broadcast system, is also a one way system. T-MMB advantages: first, compatibility, compatible Korea T-DMB technology easier to implement roaming. …
                                                                                                                        – which is really shown by the below illustration from this Aug’11 Norvegian research paper:

                                                                                                                        – Then 3 years later came Tug of war [China Daily, April 14, 2008] between SARFT and MIIT: “The format (T-MMB) was not strictly tested or undergo necessary trials and the standardization was manipulated by a small group of people,” claims Wang Xiaojie, head of SARFT’s Science and Technology Department. “The result is not relevant to us and we will not adopt the standard.” which resulted in the current situation when still the old NF9001 is the only T-MMB chip and Nufront is not listed even as a mobile TV chip provider while some other providers are covering now several standards with a single chip. The current best example is DiBcom whose “Octopus2s [launched on Sept 5, 2012] … single die System-On-Chip … supports all the active digital TV formats available in the World such as ISDB-T one-seg, full-seg, and sb for Japan and South America; DVB-T for Europe, Africa, South East Asia and Columbia; DAB/DAB+ digital radio for Europe; T-DMB for Korea, CMMB and CTTB for China; ATSC and ATSC M/H for North America.
                                                                                                                        – Media report published on the Nufront website: Nufront: Technological innovation-oriented computing and communications develop simultaneously [April 27, 2012]: “… “In fact, as early as in 2005, began in-depth study of wireless LAN technology, developed a new generation of ultra-high-speed wireless LAN technology EUHT before the 802.11n standard in data throughput, spectrum efficiency and economy have done better than the existing WiFi technology, “said Yang Yuxin. Outdoor communications 3G/4G network in the room it will rely on the ultra-high-speed local area network. “The mentioned EUHT He is a new generation of communications technology specifically for the short-range wireless communication environment specifically optimized design can short distance (100 m coverage, expandable to 500 m) to support a large number of high-speed connection, and to ensure the business real-time requirements, the physical layer peak rates up to 3.86Gbps, about 90% of the efficiency of the system can be widely used in the Internet of Things, digital applications in the home, digital city, has obvious advantages compared with existing wireless LAN technology. …Note: MIIT in China announced on February 13, 2012 that it has approved the UHT/EUHT standard specification (click for Chinese announcement). The announcement reads that MIIT has finalized the previously discussed UHT and EUHT layer standards; the document for download is simply a table naming the two finalized standards. The actual text of the standards will be published by the Peoples’ Post and Telecoms Publishing House.

                                                                                                                        And the latest report about Nufront: China fabless: Nufront ventures beyond tablet chips [EE Times, Nov 6, 2012]

                                                                                                                        … Where Nufront differs from other up and comers, though, is that the company, founded in 2004, has already been around the block. Its eight years in the industry have cemented closer ties with the Chinese government agencies. With that comes government funding. Not everything has worked out in its favor, though, and the company has a few scars to show for it.
                                                                                                                        A case in point is China’s mobile TV standard. Nufront, in the mid-2000’s, dabbled with the nascent digital mobile TV market, throwing itself behind one of China’s home-grown mobile TV standards, Terrestrial-Mobile Multimedia Broadcasting (T-MMB). However, just before the Beijing Olympics, China’s State Administration of Radio, Film and Television (SARFT) ended up supporting — and institutionalizing — a rival standard, China Mobile Multimedia Broadcasting (CMMB).
                                                                                                                        Nufront is also known for its deep involvement in developing China’s national wireless technology, called Enhanced Ultra-High Throughput (EUHT) WLAN. With government funding, Nufront has been working on the national standard for more than several years. While the world is yet to see EUHT commercialized, Rock Yang, vice president of marketing at Nufront, stressed that the project is still on, and its ultra-high throughput wireless technology – 1.2Gbit per second throughput – will be deployed in China’s vertical market in 2013.
                                                                                                                        Nufront today has about 700 employees, with a team of 400 engineers. Two hundred are software engineers, while 150 are working on hardware systems, and 50 are specifically focused on chipsets, according to the company.
                                                                                                                        Nufront’s strategy doesn’t stop at the apps processor. The company is rolling out its first-generation GSM/WCDMA 3G baseband chip, TeLink 7619. Calling it a “dual-modem platform,” the new chip incorporates digital RF, power management and baseband, according to the company. How this will fare against other GSM/WCDMA baseband chips from competitors is unknown. But Nufront hopes to offer a “complete smartphone solution” in 2013, by adding its baseband chip to NS115.
                                                                                                                        Yang made it clear that Nufront, during the second quarter this year, acquired some essential IPRs on WCDMA. The Chinese company paid $9.0 million to InterDigital, a company with broad wireless patent portfolio. However, it remains unclear what exactly Nufront got. InterDigital only confirms the deal in vague terms: “We did enter into a set of agreements with Nufront, and those agreements included the transfer of a certain number of patents as well as other elements.” InterDigital’s spokesman added, “Our practice is not to offer any comment on the specifics of patent transfers with partners.”
                                                                                                                        Separately, in June, Intel cut a deal to buy about a host of wireless technology patents from InterDigital for $375 million.
                                                                                                                        The “Internet of Things” is also in Nufront’s sights. The company believes its 3G modules could be particularly useful in the vertical market for Internet of Things applications.

                                                                                                                        Steven Sinofsky, ex Microsoft: The victim of an extremely complex web of the “western world” high-tech interests

                                                                                                                        See: Ballmer’s memo announcing Steven Sinofsky’s departure [CNET, Nov 12, 2012]
                                                                                                                        and Microsoft Announces Leadership Changes to Drive Next Wave of Products [Microsoft press release, Nov 12, 2012]

                                                                                                                        A Microsoft Without Sinofsky? Mini-Microsoft Monday, November 12, 2012

                                                                                                                        Well, I can’t believe it: Microsoft Announces Leadership Changes to Drive Next Wave of Products.

                                                                                                                        People walking the hallways tonight at work certainly can’t believe it. I can’t believe it – working at a Microsoft without Sinofsky?
                                                                                                                        Inconceivable.

                                                                                                                        But, if you’re going to leave on a high-note, it doesn’t get much better. Mr. Sinofsky got a standing ovation from the Windows team during the Company Meeting for all that he’s done to take them on a multi-year journey to create Windows 7 and then hit the big multi-division reset button for Windows 8. He truly demonstrated technical leadership at its best.

                                                                                                                        And I don’t believe his departure rules him out at all for Microsoft CEO. In fact, I think if he stays in tech and becomes CEO of another company it makes him an even more obvious choice to come back to Microsoft as its leader.

                                                                                                                        Meanwhile, Ms. Larson-Green: best of luck following this act.

                                                                                                                        The only response to A Microsoft Without Sinofsky? I think is worth to include here as representing the only factual evidence which might be behind Steven Sinofsky’s abrupt departure from Microsoft (although not in such a direct way as you might think from this, see my remarks following that):

                                                                                                                        1. Monday, November 12, 2012 10:58:00 PM

                                                                                                                        So Sinofsky is gone and replaced with a completely talentless hack like Julie Larson-Green. Seriously? Her ascent through the ranks is a case study in the Peter Principle… I worked with Julie when she was on FrontPage, and she was nothing more than a talking head then. She’s now a ridiculous joke, and she’s running the show.

                                                                                                                        Surface RT is on track to be a disaster, as is the upcoming Surface Ultrabook thing. Someone stick a fork in Microsoft already, jeez.

                                                                                                                        2. Monday, November 12, 2012 11:31:00 PM 

                                                                                                                        What facts do you have to back that up? Sounds like you’re another opinionated MSoftie.

                                                                                                                        Also, why are you panning Julie already? Another ax to grind?”

                                                                                                                        First: I drive by the Microsoft store every day. The first week after Surface released it was fairly busy — it’s now a ghost town while the Apple store across the street is always SRO. Given that it’s the only store where can buy Surface, that tells you everything you need to know.

                                                                                                                        And seriously – real the media commentary. Even ignoring Ballmer’s “sales are modest” quote, they’re all saying that consumer interest has fallen off a cliff over the last week. It’s as dead as Windows Phone. But don’t take my word for it, just wait and see.

                                                                                                                        As for Julie, she’s one of those Microsofties who everyone always threw their hands up about whenver we heard she was promoted again. They are all over Microsoft — people with no actual talent but who excel in the art of succeeding in a big corporate environment. Seriously, search out her talks on Youtube — the woman is barely cogent at the best of times, and at her worst she’s an unintentional comedian.

                                                                                                                        I left Microsoft a while ago so my axes are long since ground. Now I just enjoy watching the clown car roll along.

                                                                                                                        So the real question is: Why “Surface RT is on track to be a disaster”?

                                                                                                                        My answer to that was already published yesterday:
                                                                                                                        Microsoft Surface with some questions about the performance and smoothness of the experience [this same blog, Nov 12, 2012]

                                                                                                                        In the end of that post I’ve included also the reasons for the performance and smoothness problems of Microsoft Surface as it stands now, and in very factual way:

                                                                                                                        Who is gaining with that?
                                                                                                                        It is no doubt that Intel is the party gaining most with that!
                                                                                                                        Look at the stakes:
                                                                                                                        – Intel market capitalisation: US$ 103.50B which is critical for large investors because a collapse of Intel may cause an unprecedented upheaval on the stock market. Also note that Windows 8 is the last chance for Intel to prevent such collapse to happen.
                                                                                                                        – Intel fabs which are:
                                                                                                                          1. Huge, numerous and most of them are representing the latest manufacturing technologies: see List of Intel manufacturing sites on Wikipedia
                                                                                                                          2. Each representing multibillion dollars of multi-year investments:
                                                                                                                            see New $5 billion Intel facility planned for Chandler [AZCentral.com, Feb 19, 2011] as the latest example
                                                                                                                          3. A tremendous effort made by Intel to outgun its fabless competitors exactly through such cutting-edge manufacturing. It is now described not only as leading edge in terms of smaller die sizes and thus higher chip volumes on the same wafers, better performance and/or lower power use, but also speed and agility with the time to manufacture a component halved in the past five years.
                                                                                                                          4. Strategic for the US economy as whole to prevent its advanced manufacturing sector to go the way of its lower-tech predecessors – to Asia. See Insight: As chip plants get pricey, U.S. risks losing edge [Reuters, May 1, 2012].
                                                                                                                          5. Entering into a critical phase against its major by far fab competitor, TSMC for whom the capacity shortage of its leading 28nm nodes will end by December, 2012. See my Qualcomm’s critical reliance on supply constrained 28nm foundry capacity [this same ‘Experiencing the cloud’ blog, July 27-Nov 8, 2012] post as updated just 4 days ago. Considering that the competitive strength of all of its fabless competitors depend on TSMC manufacturing capabilities this is the most critical window for strategic survival in Intel’s whole history.
                                                                                                                            A further evidence of why Intel’s survival might be behind that is the fact that the latest mobile SoC from Intel, so called Clover Trail will be in the Windows 8 tablets only in the later part of November. Even the first tablets based on that, the Acer Iconia W510 models are “Temporarily out of stock” on the Amazon while it was oiginally promised to be available from Nov 9 in the US and Canada. See: Acer Iconia W510: Windows 8 Clover Trail (Intel Z2760) hybrid tablets from OEMs [this same ‘Experiencing the cloud’ blog, Oct 28, 2012]. So the tuning was going on well after the “final” Windows 8 launch of Oct 26, and might continue even these days.
                                                                                                                            Another evidence is the fact that the x86-based version of the Microsoft Surface, Surface Pro will arrive just 3 month later as was pointed out in the leParisien interview of Steve Ballmer referred to in beginning of this post. Moreover when it was announced it was for the much better performing Ivy Bridge processor, not the Clover Trail we indicated here as available in a numerous products by the end of November. This could mean a delivery of Surface Pro as late as January next year! Plenty of time to make the new Windows software and the available applications performing well and smooth in all respects.

                                                                                                                            Which needs only a few additional explanations, mainly for the overwhelming misunderstandings absolutely typical in the opinions about the reasons of Sinofsky’s abrupt departure from the company he was working for since he finished his university studies in 1989.

                                                                                                                            1. Microsoft is sitting in the centre of an extremely complex web of interests. In fact most of the high-tech pile up of the “Western world” on the stock market is highly dependent on the course of actions Microsoft is taking along the ARM route of the hardware platform opportunity.
                                                                                                                            2. As the HW future of the Android SW platform is already outside of the influence of that high-tech pile up, the only remaining potential to defend its diminishing position is in the Windows.
                                                                                                                            3. The measures taken during the Windows development to pressure Microsoft and its CEO to “under-engineer” the Windows RT version (which is well reflected in Microsoft Surface as it was brought out 18 days ago) were clearly not enough to achieve the established goals of such a defensive strategy. It might even be the case that the “half-hearted” Windows RT effort was decided to be “downscaled” even further as a last ditch effort by the forces of “Western world high-tech pile-up” interests.

                                                                                                                            Just to remind you:
                                                                                                                            The SoC behind the $48 Mogu M0 “peoplephone”, i.e. an Android smartphone for everybody to hit the Chinese market on November 15 [this same blog, Nov 9, 2012] is sold for about $6 according to CEO of Spreadtrum saying that 37% of its Q3CY12 revenue of US$187.9 millionmostly address the smartphones” which were 11 million SoCs in the official financial release then “raised” somewhat to 12 million towards the end of the Earnings Call.
                                                                                                                            – The leading entry level SoC for the Chinese made Android tablets, the Allwinner A10 and A13 is sold for $7 and $5 respectively, and the volume of them was quite high already in Q3CY12: 3.5 million SoCs in August rising to 5 million SoCs in October, according to Yoshida in China: ‘Shanzhai’ clouds tablet data [EE Times, Nov 8, 2012]
                                                                                                                            – Intel’s latest technology entry level SoC, the Z2760 “Cover Trail” should definitely be more than $50 (even much more) as the latest (Q1’12 intro, with the same 32nm litography) traditional Atom model D2550, having price indication, has a published tray price of $47. This means an order of magnitude SoC price difference considering that by the end of 2012 the entry level tablet SoCs will come down at least to 2xCortex-A9 performance at 1 GHz+ (could be even quadcore at 28nm litography, we will see), so performance wise there will be at least parity.

                                                                                                                            So these are the things everybody should think first and not the simplistic reasoning reflected everywhere. See a 24 hour search on “Sinofsky departure” which currently has headlines such as:

                                                                                                                            End of the original post (as seen above), publication time: UTC 11:00 a.m.


                                                                                                                            Postscripts:

                                                                                                                            … Many have scratched their head about Windows RT, and in particular its lack of support for third-party “desktop” apps.  Ultimately I think Windows RT is the result of heavy reliance on telemetry. … reliance on statistical analysis may explain why the end-user reaction to Windows RT and Windows 8 overall seems much better than that of pundits and power users. …

                                                                                                                            Why did 90+% of users choose to pay more for a Windows-based Netbook than to go with a Linux-based Netbook?  If these devices were simply used for web browsing than the user behavior doesn’t make sense.  We can speculate on this of course.  Familiarity of UI, compatibility with devices such as printers, ability to run Windows applications (even though that is counter to the original idea behind netbooks), etc.  As I said we can speculate.  And analysts can survey customers and make their claims.  But Microsoft?  Microsoft has precise data from the CEIP.

                                                                                                                            And what do you think Microsoft got from the CEIP telemetry?  I’m guessing that they saw the vast majority of Netbook usage was for web browsing, with use of Microsoft Office representing a much smaller but still substantial portion.  And then I’m guessing they saw a dramatic fall-off with no apps really registering as significantNetbooks were basically web browsing plus Office machines.  Then they looked at the web usage and saw that a great deal of it matched the kinds of “consumption” apps that were popular on the iPhone and that they were going to target with the new Windows 8 “Metro” app model.  And they saw heavy use of traditional Windows features like broad peripheral support, network connectivity, etc.  Combine the actual usage data on Netbooks with the emergence of Natural User Interface and the re-invigoration of local apps that was demonstrated by the Apple App Store and you have Windows RT.

                                                                                                                            So take a look at Windows RT, or even better the Microsoft Surface, and realize what it is.  The Surface is the intersection of Netbook meets iPad.  It brings exactly what most users liked about Windows on Netbooks into the modern era while dispensing with much of the Windows world that Netbook users simply didn’t take advantage of.   It is exactly what users told Microsoft via their actual usage data, extrapolated from the historical Netbook world into the modern device world, they wanted.

                                                                                                                            The use of Telemetry may explain why Windows 8, Windows RT, and the Surface seem to do better with average users than the pundits and power users out around and beyond two standard deviations.  Windows RT and the Surface are designed to actual usage data on a segment of the computing spectrum that was also derided by many pundits and power users.   A segment that garnered (as I recall) about 20% of PC unit volume before being obliterated in the “post-PC” shift.  If Microsoft has used its wealth of telemetry to build something that nails the real world usage scenarios that originally made Netbooks popular, while also being roughly as good as the iPad for the scenarios Apple optimized for, than they have a huge winner.  Even if pundits and power users don’t seem to like what they’ve done.

                                                                                                                            And if Windows RT fails?  Well it could be the result of pundits and power users convincing the target audience not to give it a chance.  Or it could be the result of poor design decisions being made despite having excellent data.  Or it could be a series of marketing, sales, and partner missteps that have little to do with the product itself.  Or it could be that particularly vicious form of lies known as statistics.

                                                                                                                             

                                                                                                                            I was only a few reports down from Sinofsky and actually had the pleasure of working with him in person. Always very professional and energetic. Nothing unreasonable for a corporate environment. And definitely nothing like what people compare to Steve Jobs or Bill Gates (check out “BillG review” on the Internet for what THAT was like).

                                                                                                                            LOL, listen this is a great post and all but if he was truly great Ballmer would have kept him, more C level execs would have fought to keep him. The truth is there is a time and place for people like Sinofsky and there is time to ring them in and say “Hey you are making people’s lives hell!” That is a big deal by the way. MS may be a huge corporation with lots of people willing and wanting to work with them but word of mouth gets around and that is bad. …

                                                                                                                            … Sinofsky has been nothing but excellent for Microsoft. He has fought for consumers and made the tough decisions that others would not have. Sinofsky made the trains run on time. He embraced the Metro design language, borrowing from the Zune team and Windows Phone team. It is quite clear that Sinofsky quit. I believe he wanted more power or certain decisions to go his way that did not and he ultimately decided to quit. Ballmer has been great at protecting himself and his position of CEO over the last decade. I do not think he wanted Sinofsky to gain more power and potentially become CEO down the road. It’s telling that he split Sinofsky’s position to two women who I think he can easily control. I think Sinofsky’s influence and legacy on the company will remain even though he is not there anymore. More things are going to be kept secret until it is the appropriate time to release the information. Microsoft will also get more and more into hardware. I believe we will see Sinofsky back a few years from now as CEO of Microsoft. …

                                                                                                                            Then the whole essence of his writing is summarized in the end as:

                                                                                                                            tl;dr: Steven Sinofsky rocks and was good for Microsoft! I also believe he quit on his own accord. Bloggers hate him because they had a direct financial loss due to having less information about the company and ignore the good he did.

                                                                                                                            P.S. Love/Hate relationship with Sinofsky and bloggers can be traced way back to 2007 starting with Long Zheng http://www.istartedsomething.com/20071207/director-windows-disclosure/

                                                                                                                            He explained that creating Windows 8 and its new tablet-friendly Windows Runtime has absorbed much of the C++ team’s energy.
                                                                                                                            We’ve been really busy for two years with our biggest release ever. There’s an industry tsunami to the tablet revolution, the GPU compute revolution. Because C++ matters is why we’re at the centre of it. Now we can emphasise conformance again,” he said.

                                                                                                                            “We have a really mature compiler and optimiser. It’s been around for a decade or two, on x86 and x64. Then we have a version 1 release of ARM. You can expect that to get better.”

                                                                                                                            Note that people present on that BUILD 2012 session and even having an opportunity to speak to Herb Sutter the day before were not only confirming the importance of the above but even adding to that: “the Visual C++ team had the biggest pressure inside Microsoft in the last 2 years as everybody was relying on them

                                                                                                                            Hal. Hey there, I find myself feeling to offer some insight — relative to what you say above, I never initiated any discussions to bring together the organizations/products you describe and no one ever approached me to manage them as part of Windows 7 or 8. Basic organization theory as described by @teyc would support the current state as a practical working model.

                                                                                                                            If we had worked together you would know that historically, very few things moved into teams I managed as (you’ve no doubt seen in internal blogs) and when they did I usually pushed back hard looking for a cross-group way to achieve the goal (in other words, decide open issues rather than force an org change to subsequently decide something). It is far better to collaborate with the org in place and avoid the disruption unless it is on a product cycle boundary and far better to plan and execute together than just organize together.

                                                                                                                            in response to Hal Berenson’s earlies assumption in his post that:

                                                                                                                            Steven had apparently lost recent battles to bring both Windows Phone and the Developer Division under his control. I suspect that he saw those loses both as a roadblock to where he wanted to take Windows over the next few years, and a clear indication that his political power within Microsoft had peaked. At the very point where he should have been able to ask for, and receive, almost anything as reward for his proven success he got slapped down. And so he chose to leave.

                                                                                                                            then Berenson acknowledged in response:

                                                                                                                            Steven, thanks for the first hand insight. I am obviously going on what others in Microsoft have told me. And seriously, good luck with whatever you do next!

                                                                                                                            Patch Tuesday, the second Tuesday of the month, and the time when Microsoft pushes out software updates for their products.

                                                                                                                            On this occasion this includes includes Microsoft’s first ARM computer, the Surface, and the update  is  a “Cumulative Update for performance/compatibility” and another is a firmware update which hopefully addresses the same issue.

                                                                                                                            We noticed definite performance improvements, including in multi-tasking, text input, quicker loading times and improvements in IE, including in tab switching and closing.

                                                                                                                            Techtony • a day ago
                                                                                                                            Not only the Surface was updated, The Asus Vivo Tab RT was also Updated. New Firmware Message and a total of 8 Updates

                                                                                                                            RJD • 2 days ago Absolutely notice performance improvements across the board…loading apps, screen accuracy, word accuracy, IE improved to boot.

                                                                                                                            surur Mod Eric Hon2 days ago Apparently apps open faster.

                                                                                                                            GG002 surur2 days ago And less sound stuttering while Surface sleeps. At least buggy music playback while Sleep isn’t a problem for me anymore (knock on wood).

                                                                                                                            It is indeed faster. In some cases much faster. A Hungarian developer was measuring the improvement via the CPU usage with the Mandelbrot program as a benchmark: C#: +25%, C++: +110%!, C++ AMP (software emultaion): +72% improvements were found by him (see in this Facebook message in Hungarian).

                                                                                                                            White-box tablets are expected to see a surge in shipment growth in 2012 with volumes surpassing 50 million units, according to Digitimes Research senior analyst James Wang.

                                                                                                                            There are three major drivers that will help white-box tablets achieve strong growth in the year: a large number of potential consumers brought in by Android handsets, mature development of China-based processors, and decreasing costs of white-box tablets. With the addition of white-box tablet shipments, Android is expected to surpass iOS and become the largest mobile operating system in 2012, while 7-inch displays will also become the mainstream specification for tablets.

                                                                                                                            As the branded tablet PC market is seeing fierce competition in terms of technology, capacity, yield rates, patents and prices, the rise of white-box tablets has already made these players a new force in the tablet market, with some white-box players even seeing higher shipment volumes than first-tier vendors.

                                                                                                                            Digitimes Research believes that brand vendors should be aware of white-box tablet players’ developments in the future, since even platform designers such as Google and Microsoft have used their resources to increase price competition in the tablet market, and the situation may gradually turn to favor China-based players with expertise in lowering costs.


                                                                                                                            Source: Digitimes Research, November 2012
                                                                                                                            or from the Chinese version of the same [Nov 9, 2012]:

                                                                                                                            I’m not a microsoftie but I can see parallels with two other companies, where I used to work.

                                                                                                                            1. Lucent. Coasting along on their previous life as the original AT&T and Bell Labs and living on their monopoly profits, I found their upper echelon to be as political and non technical as I see MSFT’s descriptions today. Pat Russo was a BA in political science for crying out loud. And she ended up running and selling Bell Labs (!) to Alcatel. Before that she ran Kodak. See the pattern?

                                                                                                                            2. Carly Fiorina at HP. Before that she was at Lucent. BA in Political Science. Political Science. Well, okay then, let’s just have her run HP. What does HP mostly sell now? Ink?

                                                                                                                            The pattern is simple. You get a large corp running off a semi monopoly, then in due course the people who rise are the politicians and sales guys. The engineers get used and thrown aside.

                                                                                                                            Now apparently this Julia person isn’t an engineer and she’s going to run the OS group. Good luck with that.

                                                                                                                            Lots of noise in the comments. Been out of Microsoft for 3 years and haven’t been in Steve Si’s org since he left the Office group.

                                                                                                                            I worked in the same group as Julie Larson before her meteoric rise. I wasn’t so impressed, but remember that Steve Si was very impressed. If he likes someone’s work, they rise to the top very, very quickly. I don’t think he was making those choices for political reasons. I think he was making those decisions for engineering and product quality. That said, does heading program management translate into running a large engineering organization. I don’t know as it’s been many, many years since I worked near Julie.

                                                                                                                            Steve Si never struck me as someone who cared about rising to be the CEO. He cared about designing products that could be built and then building it. I’m not sure as an engineering guy, he was the right guy for Balmer’s job.

                                                                                                                            I’ve had a number of people question if  Julie Larson-Green is up to the task of running Windows Engineering.  No one has questioned Tami Reller’s expanded responsibilities because, well, Tami is pretty much doing the same job she had before except that the buck now stops with her instead of falling on the shoulders of a division President.  So I’ll focus this post on Julie and her new role.  And moreover on the experiment it represents.

                                                                                                                            So is Julie a good choice?  On a strategic level I think there was no one better positioned to finish the job of re-imagining Windows that started with Windows 8.  I have some evidence that Julie is indeed easier to collaborate with than Steven was.  And she’s inheriting from Steven a well-functioning engineering organization that, of course, she helped create.  She doesn’t have to fix anything (major) that I know of on the organizational or engineering process fronts.  That means she has time for her multi-discipline general management skills to mature while focusing most of her energy on completing the Windows re-invention.  Plus, by splitting the business and engineering responsibilities across two executives (and taking on the President responsibilities himself) Steve has kept Julie’s new role from being too much of a stretch.  So yes, I think Julie is a good choice.  Hopefully we’ll be able to look back in a few years and say that she was a great choice.

                                                                                                                            http://www.euronews.com/ Microsoft executive, Steven Sinofsky has left the world’s largest software company barely two weeks after launching the flagship Window 8. The 23-year veteran of the company has refused to comment on his departure with insiders saying his exit was, “mutual”. The 47-year-old was widely tipped to become the next chief executive of Microsoft which has been struggling to keep pace with Apple and Google in mobile computing. “Shocking news;” was one analysts reaction. Find us on: Youtube http://bit.ly/zr3upY Facebook http://www.facebook.com/euronews.fans Twitter http://twitter.com/euronews
                                                                                                                            • Then WSJLive was next to put this report, around one and a half hour later to the YouTube: Microsoft’s Windows Chief to Depart [WSJDigitalNetwork YouTube channel, Nov 13, 2012., 11:01 a.m. ET [UTC 4:01 p.m.]], this with a detailed assesment, so far also the closest one to mine (although still far from that):
                                                                                                                            Windows unit president Steven Sinofsky is leaving the company, effective immediately, AllThingsD has confirmed. The move comes less than a month after Sinofsky presided over the launch of Windows 8 and Microsoft’s Surface tablet. Photo: Getty Images. Subscribe to the WSJ Live YouTube Channel -http://www.youtube.com/subscription_center?add_user=wsjdigitalnetworkork More WSJLive YouTube: http://www.youtube.com/wsj Facebook: http://www.facebook.com/wsjlive Twitter: https://twitter.com/WSJVideo WSJ: http://www.wsj.com

                                                                                                                            Arik Hesseldahl, AllThingsD reporter was the expert journalist interviewed by WSJLive. See also the similarly titled Microsoft’s Windows Chief to Depart [The Wall Street Journal, November 13, 2012, 11:01 a.m. ET [UTC 4:01 p.m.]] article which this video was embedded into.

                                                                                                                            Steven Sinofsky, the brains behind Microsoft’s latest operating system is leaving the company.

                                                                                                                            although a written article by the same people behind the video was published 10 hours earlier: Windows head Steven Sinofsky to leave Microsoft [November 13, 2012 02:10 AM ET [UTC 7:10 a.m.]] albeit with a different, initial content.

                                                                                                                            • The same WSJLive realized only 10 hours after its first video report seen above the fact that there are TWO heirs to the Sinofsky’s empire: The Women Behind Microsoft Windows [WSJDigitalNetwork YouTube channel, Nov 13, 2012., 9:13 p.m. ET [Nov 14, UTC 2:13 a.m.]]
                                                                                                                            For the first time in its history, Microsoft’s Windows unit won’t be headed by a man. Shira Ovide discusses the appointment of Julie Larson-Green and Tami Reller to head Windows following the departure of Steve Sinofsky. Photo: AP Images.

                                                                                                                            yet WSJLive missed the most important point that both report to Steve Ballmer (see the press release). The written article which contains the same video embedded into it does not contain that fact either: Windows’ Future in Hands of Two Veterans [The Wall Street Journal, Nov 13, 2012., 9:13 p.m. ET [Nov 14, UTC 2:13 a.m.]]

                                                                                                                            Chuck Coppola dissects what the departure of Windows President Steven Sinofsky means for Microsoft. Rob Enderle is brought into via Skype as a “High-Tech Industry Analyst” for the assesment.

                                                                                                                            From Wikipedia on First Business:

                                                                                                                            First Business is a nationally syndicated financial news and analysis television program, produced by First Business Network LLC, a subsidiary of Weigel Broadcasting, in Chicago. Anchor Angela Miles, Reporters Chuck Coppola, Bill Moller, and Executive Producer Harvey Moshman bring viewers commentary from the floors of the Chicago Mercantile Exchange, and the Chicago Board Options Exchange, as well as from their studios in the West Loop. The program covers the financial and economic markets including equities, futures, options,commodities, foreign exchange and geo-political news. …

                                                                                                                            Here’s the complete letter from Steven Sinofsky to employees [WinSuperSite, Nov 12, 2012]

                                                                                                                            From: Steven Sinofsky
                                                                                                                            Sent: Monday, November 12, 2012 6:42 PM
                                                                                                                            To: Microsoft – All Employees (QBDG)
                                                                                                                            Subject: RE: Windows Leadership Changes

                                                                                                                            With the general availability of Windows 8/RT and Surface, I have decided it is time for me to take a step back from my responsibilities at Microsoft. I’ve always advocated using the break between product cycles as an opportunity to reflect and to look ahead, and that applies to me too.

                                                                                                                            After more than 23 years working on a wide range of Microsoft products, I have decided to leave the company to seek new opportunities that build on these experiences. My passion for building products is as strong as ever and I look forward focusing my energy and creativity along similar lines. 

                                                                                                                            The Windows team, in partnerships across all of Microsoft and our industry, just completed products and services introducing a new era of Windows computing. It is an incredible experience to be part of a generational change in a unique product like Windows, one accomplished with an undeniable elegance. Building on Windows, Surface excels in design and utility for a new era of PCs.   With the Store, Internet Explorer, Outlook.com, SkyDrive and more, each of which lead the way, this experience is connected to amazing cloud services.

                                                                                                                            It is inspiring to think of these efforts making their way into the hands of Microsoft’s next billion customers. We can reflect on this project as a remarkable achievement for each of us and for the team.  Our work is not done, such is the world of technology, and so much more is in store for customers.

                                                                                                                            It is impossible to count the blessings I have received over my years at Microsoft. I am humbled by the professionalism and generosity of everyone I have had the good fortune to work with at this awesome company. I am beyond grateful.

                                                                                                                            I have always promised myself when the right time came for me to change course, I would be brief, unlike one of my infamous short blog posts, and strive to be less memorable than the products and teams with which I have been proudly and humbly associated.   The brevity of this announcement is simply a feature.

                                                                                                                            Some might notice a bit of chatter speculating about this decision or timing.  I can assure you that none could be true as this was a personal and private choice that in no way reflects any speculation or theories one might read—about me, opportunity, the company or its leadership. 

                                                                                                                            As I’ve always believed in making space for new leaders as quickly as possible, this announcement is effective immediately and I will assist however needed with the transition. 

                                                                                                                            I am super excited for what the future holds for the team and Microsoft.

                                                                                                                            With my deepest appreciation,

                                                                                                                            Steven Sinofsky

                                                                                                                            Sent from Surface RT