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Entry level Chrome OS based commercial and consumer products built on Rockchip RK3288-C SoC
Once you have regular security problems on your Windows 10 PC like me, and you are essentially already close to 100% using web applications only like me, than it is time to move over to the Chrome OS platform. And this could be done now with a rock bottom cost. This is what I’ve found by examining the latest Chrome OS platform information as well as the entry level hardware represented by devices built on Rockchip RK3288-C SoC (a low-end quadcore 64-bit ARM SoC with lowest cost IP inside, so the SoC is the lowest cost too).
There is a “hidden” advantage as well. The “Android apps on Chrome OS” is in Beta now, but when the current Android Framework in Chrome OS will move from support of Android Marshmallow [6.0] to Android Nougat [7.0] Coming to Chrome OS 58 or 59 all Google Play store apps will be available properly on Chrome devices as well. In a companion post I’ve examined the current state-of-the-art of Android security as well, and that is looking much better than that of current Windows 10. So as far as all this information is concerned such a platform change looks like the final solution for my current security issues on Win10.
There is a further impetus from yesterday’s news on Microsoft Edge comes last in browser security battle By 18 hours ago from techradar: (more…)
Bloomberg (Businessweek) legitimizes Allwinner and Rockchip as challengers to Intel and Qualcomm via the tablet space, as well as Spreadtrum in the smartphone space
Although the title is just:
- Qualcomm, Intel Threatened as Allwinner Nabs Tablet Share [Bloomberg, March 17, 2014]
- Qualcomm, Intel Threatened as Allwinner Gains Tablet Share: Tech [BloombergBusinessweek, March 17, 2014]
Note that for me there is nothing new about those titles as I introduced a whole new blog to the “Allwinner phenomenon” as evidenced with a specially designed banner on the right here:
And the first post of mine, “Hello world! Here is the Allwinner SoC and the ecosystem built around it”, was created 16 months ago, on November 26, 2012. For very well founded reasons which were explained in quite a detail in that post. Please read them as you will learn much more about the Allwinner case than from the whole Bloomberg (Businessweek) articles. Your interest will be more satisfied with quite a number of additional posts in January 2014, October 2013, September 2013, June 2013, April 2013, March 2013, January 2013 and December 2012.
Allwinner’s success is explained now in the Bloomberg (Businessweek) articles by the following quote:
Local chipmakers benefit from their proximity to the device manufacturers because it bolsters their ability to anticipate and react to new features that are in demand, said Ben El-Baz, head of U.S. marketing for Allwinner.
“Shenzhen is really the electronics hub for the world,” El-Baz said in a phone interview. “We are so close to the market that we’re able to come out with new solutions faster than our competitors. We can do it at lower cost.”
as well as the fact that:
The surge in cheaper devices hasn’t gone unnoticed by more established computer makers. Hewlett-Packard this year began selling the HP 8, a $170 tablet that runs on an Allwinner quad-core processor.
In [1], however, the internal text contains reference to Rockchip as well:
Note that this same blog of mine started to recognize Rockchip 2 years ago with MWC 2012: Fuzhou Rockchip Electronics post which was followed 10 months later with another one claiming no less than China’s HW engineering lead: The Rockchip RK292 series (RK2928 and RK2926) example. Under the Rockchip tag you could find even more recent ones.
Intel Corp. (INTC) and Qualcomm Inc. (QCOM), the two largest U.S. chipmakers, are under threat in the fastest-growing part of the tablet market from a band of upstarts with names like Allwinner Technology Co. and Fuzhou Rockchip Electronics Co. that are little known outside southern China.
Allwinner, based in Zhuhai near the manufacturing center of Shenzhen, became the No. 2 tablet-processor maker behind Apple Inc. in 2012 as demand for cheaper tablets stoked sales of its low-cost chips, according to IDC. Qualcomm ranks third, while Intel comes in at No. 6, following Rockchip.
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Success at Allwinner, which was founded in 2007, and Rockchip, established in 2001, is being driven by increasing demand for inexpensive tablets in their home market, where some devices sell for as little as $50, and in other developing economies. Sales of tablets that retail for less than $150 and don’t carry a brand name will rise 36 percent this year, IDC estimates, driving a 22 percent increase in total tablet shipments. The market for tablet processors grew 32 percent in 2013 to $3.6 billion, according to Strategy Analytics.
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Allwinner accounted for 18.2 million of the 88.3 million tablet processors shipped in the fourth quarter of 2013, IDC said. That was more than three times what Santa Clara, California-based Intel, the world’s largest chipmaker, shipped in the same period. Rockchip sold 9 million.
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Rockchip representatives didn’t return messages for comment.
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Update: China’s Parallel Universe [EE Times, March 26, 2014]
End of update |
while both articles contain a whole paragraph devoted to Spreadtrum as well:
Note that this same blog of mine started to recognize Spreadtrum 27 months ago with World’s lowest cost, US$40-50 Android smartphones — sub-$100 retail — are enabled by Spreadtrum post which was followed 7 months later with another one claiming no less than Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets. Under the Spreadtrum tag you could find even more recent ones.
Spreadtrum’s Relationships
Like MediaTek, Shanghai-based Spreadtrum Communications Inc. is building on its relationship with handset makers serving the China market and exporting from there. The company, founded in 2001, supplies both processors and modems for smartphones that can retail for as little as $25, said Diana Jovin, a U.S.- based vice president at Spreadtrum.
Her company, which is owned by the Chinese government, has learned that quickly providing adaptable solutions is needed to succeed in a rapidly changing market, she said.
“A significant part of the mobile-handset ecosystem is centered in China,” Jovin said. “We’re the only vendor located in China serving those customers. We’ve expanded our portfolio quite rapidly and have the breadth and depth to compete effectively on a global basis.”
Spreadtrum, which has supplied chips used in Samsung’s Galaxy Star model and HTC Corp.’s Desire, is looking to build on its China base just as Qualcomm, the largest maker of semiconductors used in phones, is trying replicate its worldwide market dominance in that country, the biggest global mobile-phone market.
Regarding the question how the western chipmakers could meet these challenges:
Intel Priority
Intel Chief Executive Officer Brian Krzanich — who has made catching up in mobile computing a priority since taking over the company in May — said he’s aiming to quadruple tablet-chip sales to 40 million this year and processors from his company will make their way into devices costing less than $100. To speed adoption, Intel will provide tablet makers with subsidies — what it calls “contra revenue” — to make the cost of its chips competitive. That will cut into profitability this year.
Kathy Gill, a spokeswoman for Intel, said the company is “absolutely accelerating” its roadmap for its Atom line of low-power, low-cost processors for phones, tablets and budget laptops.
…
New Chips
Qualcomm has already responded to the demand for lower-cost devices made in China with new chips, said Cristiano Amon, the head of the company’s chip division.
The adoption of a faster wireless-data technology called long-term evolution, or LTE, particularly by No. 1 wireless carrier China Mobile Ltd., will open the door for Qualcomm, the San Diego-based company says. While other companies including Intel, MediaTek and Broadcom Corp. (BRCM) have announced LTE-capable chips, Qualcomm has been in the market for more than two years and has 100 percent market share in devices that have integrated modems, according to IDC.
Qualcomm’s Edge
Qualcomm’s advantage in LTE modem chips will be tough to beat. Unlike for stand-alone processors, there’s no source of off-the-shelf modem designs [there is, however, highly advanced semiconductor IP on the market with CEVA as the lead vendor in that space which is dating back to CEVA Introduces Low Power, Multi-Mode LTE-Advanced Reference Architecture for the New CEVA-XC4000 DSP Architecture Framework [press release, Feb 21, 2012] – you can find more about that in The future of the semiconductor IP ecosystem post of mine], and building one takes years of experience, testing and qualification work with phone-service providers, according to Will Strauss, an analyst at Mesa, Arizona-based Forward Concepts Co.
In processors, “everybody can get in, thanks to ARM and the ease of implementing your own applications processor. They’ve lowered the bar,” Strauss said. At the same time, “the barrier for entry for LTE modems is still very, very high.”
The articles end, however, with a kind of gloomy outlook for the leadiong Western chipmakers:
I would be much more sceptical about the Western SoC vendors’ capabilities to withstand the onslaught of Chinese SoC vendors (including MediaTek). Even the “lack of modem technology” argument given above applies only to a limited degree as:
See more in: Chinese smartphone brands to conquer the global market? [‘Experiencing the Cloud’, March 18, 2014]
Still, Chinese companies have created an obstacle that their more established rivals may struggle to overcome, said Jim McGregor, an analyst at Tirias Research. While the volumes are huge in China and emerging markets, the devices’ low prices leave little room for profits — particularly for companies like Qualcomm and Intel that have shareholders who are accustomed to wide margins, he said.
“We are not just talking about a billion here, but several billion units,” McGregor said. “It’s foolish to avoid that kind of market. The problem is with a publicly traded company, it’s against their instincts to go for it.”
The tablet market in Q1-Q3’13: It was mainly shaped by white-box vendors while Samsung was quite successfully attacking both Apple and the white-box vendors with triple digit growth both worldwide and in Mainland China
Details about Samsung’s strengths you can find inside the Samsung has unbeatable supply chain management, it is incredibly good in everything which is consumer hardware, but vulnerability remains in software and M&A [‘Experiencing the Cloud’, Nov 11, 2013] post of mine.
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Note what was communicated in the 2013 global tablet forecast [Dec 11, 2012]:
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My findings behind the title statement:
- White-box vendors from Mainland China delivered 62.6 million tablets in Q1-Q3’13 vs. 35.4 million a year ago (76.8% growth) per DIGITIMES Research
(the two latest sources used for that are included in the end) - Apple delivered 48.2 million tablets in Q1-Q3’13 vs. 42.8 million a year ago (12.6% growth) per IDC
(the IDC sources used are the corresponding quarterly press releases) - Samsung delivered 27.3 million tablets in Q1-Q3’13 vs. 8.7 million a year ago (214% growth) per IDC (with a H1’13 correction from Samsung itself)
- IDC’s latest forecast couldn’t take properly into the account the group of white-box vendors (44.6 million in “Others” category vs. 62.6 million), even more than a year ago (25.8 million in “Others” category vs. 35.4 million)
- With such error for Q1-Q3’13 there was a 142.6 million strong worldwide market by IDC vs. 76.4 million a year ago (86.7% growth)
- Together the white-box vendors, Apple and Samsung, as the market changing vendors/vendor group delivered 132.7 million tablets in Q1-Q3’13 vs. 86.9 million a year ago (52.7% growth)
- Meanwhile the “Others” group (with improper inclusion of white-box vendors) by IDC delivered 49.8 million tablets in Q1-Q3’13 vs. 25.8 million a year ago (93% growth)
- Mainland China had a 4.4 million strong tablet market in Q3’13 vs. the 44.6 million worldwide market as per IDC. Since white-box vendors sold 25 million tablets worldwide (according to DIGITIMES Reasearch) in Q3’13 vs. only 16.8 million sales in the ‘Others’ category by IDC we can safely raise the 49.8 million number by upto 10 million to upto 60 million. This means that in the current quarter Mainland China constituted at least 8.8% of the worldwide tablet market.
- The sequential (Q/Q) growth rate on the Mainland China market per Analysis Int. is:
- Meanwhile the sequential (Q/Q) growth rate on the worldwide market per IDC is:
- This means that Mainland China has much less seasonality than the worldwide market, which is a sign of greater untapped tablet demand than in other markets of the world. Considering the fact that an unusually large group of local tablet vendors are playing the local brand game in China, while the white-box vendor game outside, any global brand tablet vendor should already participate in the Mainland China market in order to succeed worldwide. Lenovo, Samsung and Microsoft have clearly recognised this:
(the two latest Analysis International sources used for that are indicated later)
- Samsung has dramatically increased its market penetration efforts in Q3’13 and succeeded quite well. In fact it was able to push back somewhat the growth rate of the group of local brand vendors (from 170% Q/Q growth rate in Q2’13 to 150% in Q3’13) while significantly increased its own growth rate (from 170% to a whopping 220%).
- Therefore, if things stay as it is (see the above chart) Samsung will outgrow local brand vendors on the Mainland China market within a year.
- Otherwise, if the group of local brand vendors will be able to withstand Samsung’s local efforts and significantly improve the value of their own brands, then the outlook may return to a view which could have been forecasted after Q2’13 (see the below chart):
- Meanwhile two local brands, Teclast (台电) and Onda (昂达) each were able to beat two other global brands, Asus and Acer, on the Mainland China market in the last two quarters.
- The group of ‘Others’, i.e. other local brands taken together were able to grow by similar rate in the last two quarters which shows that with an ongoing consolidation of the local brands (details ommitted here) a few local brands may join Teclast and Onda as the strongest local vendors which will have an opportunity to change their white-box vendor status abroad (and grow globally under their own brand as well).
The Q3’13 and Q2’13 Analysys International sources:
– Nov 8, 2013: http://www.enfodesk.com/SMinisite/maininfo/articledetail-id-389539.html
– Aug 28, 2013: http://www.enfodesk.com/SMinisite/maininfo/articledetail-id-376953.html
The Q3’13 and Q2’13 DIGITIMES Research sources:
- Digitimes Research: White-box tablet shipments to reach 25 million in 3Q13 [DIGITIMES Research, Nov 11, 2013]
China white-box tablet shipments reached about 25 million units in the third quarter of 2013, up 56.3% sequentially and 40.4% on year thanks to strong overseas shipments, which accounted for 80% of the total volume. Among white-box tablet shipments, 7-inch models accounted for the largest share, while 8-inch models, which were originally expected to become new star products, were unable to do so because of high costs from the bezel design and limited supply of 8-inch panels.
Although white-box tablets are expected to see extraordinary growth in 2013, they are also expected to face more obstacles and challenges in the future. First, they will see strong price competition from large brand vendors, which will offer Android-based products at price levels similar to those of white-box models. Second, the tablet market will gradually reach saturation and should no longer see demand as strong as before.
Third, white-box tablet costs have already hit the bottom margin, causing related assembly service providers and component suppliers to see limited profits. Several unhealthy players were already been eliminated from the market at the end of the second quarter, while the remaining players will need to rely on pumping up their shipments to support their profitability. However, such a strategy is unlikely to sustain for long, Digitimes Research noted.
Digitimes Research also found that white-box tablets in Europe or North America are mostly used as gifts in product promotions or bundling deals and therefore specifications are not as high as those of regular tablets. As for emerging markets such as Eastern Europe, Southeast Asia and Latin America, most consumers are buying white-box tablets with a single-core processor, because of limited purchasing power.
As for application processors (APs), 70% of white-box tablets with phone functions adopted solutions from MediaTek in the third quarter, replacing the solutions from China-based Allwinner, the original favorite. Digitimes Research estimates that the proportion of white-box Wi-Fi-only tablets using MediaTek’s solution will also increase dramatically starting the fourth quarter, further impacting China-based Allwinner and Rockchip’s AP shipments. In addition to low prices, China-based AP suppliers will also need to consider how to create additional value for their APs to survive the competition.
- Digitimes Research: White-box tablet shipments suffer over 25% drop in 2Q13 [DIGITIMES Research, Sept 2, 2013]
White-box tablet shipments reached only 15.9 million units in the second quarter of 2013, down 26.3% sequentially due to weakening tablet demand in May and June. Many smaller white-box players were also forced to quit the market, according to Digitimes Research’s latest figures.
Although white-box tablet shipments peaked in April 2013, increasing component costs and the fact that consumers are becoming more sensitive over tablet pricing, are impacting white-box players’ profitability.
For component supply, China-based chipmakers’ competition is gradually becoming fierce for both single-core and dual-core processors. In August 2013, some single-core processor prices were as low as US$5. By the end of 2013, dual-core processor will become the basic specification for entry-level white-box tablets, while mid-range models will turn to quad-core processor completely, Digitimes Research noted.
DRAM and NAND Flash remained at high price points in the second quarter of 2013, but as related players are increasing their supplies in the third quarter, prices are dropping.
As for panels, an entry-level 7-inch TN panel was priced at about US$10-11 at the beginning of the third quarter, and the price has been rising. Although the industry is seeing tight panel supply, the issue is expected to be eased as more panel players will open up new production lines to manufacture small-to-medium size panels in the first half of 2014.
White-box vendors’ over-optimism about demand in the first half created high tablet inventories for the vendors. Weak demand in Europe and North America has affected sales of both first-tier brand vendors and white-box players.
As for China, local first-tier brand vendors’ increasing sales have impacted white-box models’ demand in the country. Emerging markets such as India, Russia, countries in Eastern Europe, Latin America and Southeast Asia, are only providing limited contributions to white-box tablet players because shipments to these countries have just recently started.
Currently, strengthening their inventory management and expanding into overseas emerging markets will be important tasks for white-box tablet players to survive in the tablet market.
The first multimode Android tablets and laptops from Lenovo
After Lenovo defies PC slump with 35% profit jump [Reuters TV YouTube channel, Nov 7, 2013]
the company launched its highly anticipated, multi-mode Yoga Tablet, with up to 18 hours of battery life, as well as its new dual-mode consumer laptop, IdeaPad A10 with the ability to flip the screen 300 degrees into a stand mode for a more natural, comfortable touch experience. These innovative offerings for the Android market are the latest steps in Lenovo’s ongoing consumer brand building effort. For the Yoga Tablet Lenovo is even partnering with Ashton Kutcher – the well known actor and technology investor with 15 million Twitter followers – to showcase this cutting edge technology and innovation.
Consolidated sales of Lenovo’s Mobile Internet Digital Home (MIDH) consumer products, including smartphones and tablets already increased 106 percent year-over-year during the second fiscal quarter to US$1.5 billion, representing 15 percent of the Company’s total revenue during the quarter. In China, Lenovo’s smartphone shipments increased by 64 percent year-over-year, helping the company maintain its strong position as the second largest smartphone supplier in that market. With the latest Android based offerings Lenovo could further its consumer market position in a differentiated way both in China and worldwide.
LENOVO® YOGA TABLET
The Yoga Tablet’s innovation lies in the unique handle design of its cylindrical battery, enabling three different usage modes – hold, stand and tilt, each offering a unique and beneficial way for users to interact with their tablet. The battery lasts up to an incredible 18 hours, taking the tablet experience to the next level. The Lenovo Yoga Tablet is available with both 8- and 10-inch screen sizes along with built-in multimedia features for entertainment on the go.
Innovative Multimode Design.
Yoga Tablet’s pioneering design incorporates a battery cylinder and kickstand on the side of the device, shifting the center of gravity and opening up multiple usage modes: Hold, Tilt, and Stand. In hold mode, the weight of the device falls into your palm rather than your fingers, making it more comfortable for reading and browsing. Lay it down for Tilt mode and you have a perfect viewing angle for typing or gaming. Flick the kickstand and rest it upright in Stand mode to comfortably watch videos, listen to music, or video-chat.
Optional Wireless Keyboard
Turn your Yoga Tablet 10 into a productivity machine with the optional Accutype keyboard, a stylish Bluetooth accessory that also serves as a cover for your device.
Detailed Specification
Processor |
Yoga Tablet 8: MT8125 (WiFi)/8389 (3G in select countries, not US) Quad Core 1.2GHzYoga Tablet 10: MT8125(WiFi)/8389 (3G in select countries, not US) Quad Core 1.2GHz |
Operating System |
AndroidTM 4. 2 Jelly Bean |
Display/
|
8-inch or 10-inch HD display (1280×800) with multitouch & 178o wide viewing angle |
Memory |
RAM: 1GB LP-DDR2 memory |
Storage |
Internal Storage: 16GB/32GB eMMCExternal storage: 64 GB micro-SD card storage support |
Sound |
Dual front-facing speakers with Dolby® Digital Plus DS1Microphone with noise reduction |
Integrated Comms |
Micro USB, up to 32G micro SD card, 3.5 millimeter audio jack, micro SIM (3G in select countries, not US) |
Wireless |
802.11b/g/n Wi-Fi , 3G (in select countries, not US): WCDMA (900/2100 MHz)*, GSM/EDGE (900/1800/1900 MHz)*, integrated Bluetooth® 4.0** |
Camera |
5MP rear camera, 1.6M HD front camera |
Battery*** |
Extended battery life with up to 18 hours on a single charge |
Weight**** |
Yoga Tablet 8: .88-.89 pounds (401-404 grams)Yoga Tablet 10: 1.33-1.34 pounds (605-610 grams) |
Dimensions |
Yoga Tablet 8: 8.39 x 5.67 x (.12 – .29) inches (213 x 144 x (3.0-7.3) millimeters)Yoga Tablet 10: 10.28 x 7.09 x (.12 – .32) inches (261 x 180 x (3.0-8.1) millimeters) |
* Phone call functionality only available in select countries: India, China, ASEAN Indonesia, Thailand
** Android 4.2 OS supports the PXP profile of Bluetooth 4.0
*** Actual battery life may vary based on many factors including screen brightness, active applications, features, power management settings, battery age and conditioning, and other customer preferences. Testing consisted of full battery discharge while performing each of the following tasks: two hours of video playback plus two hours of MP3 audio playback in Stand-by Mode plus two hours of Internet browsing using WiFi in Tilt Mode plus twelve hours of reading in Hold Mode.
**** Wi-Fi/3G weight allowance: ± 2g
Lenovo Unveils Its First Multimode Yoga Tablet [press release, Oct 29, 2013]
Multimode computing leader Lenovo (HKSE: 992) (ADR: LNVGY) today debuted its first multimode Yoga Tablet at a livestream launch event with Ashton Kutcher, the company’s newest product engineer. Known for pioneering innovative multimode devices like the Yoga convertible laptop, Lenovo now brings people a new way to get the most out of their tablet experience.
The game-changing Yoga Tablet features three unique modes, giving consumers a better way to use a tablet. Withhold, tilt and stand modes, the tablet adapts to the way people use it instead of forcing people to adapt to the technology. Additionally the Yoga Tablet has an amazing up to 18 hours of battery life1 to truly fit users’ ultra mobile lifestyles.
Lenovo Yoga Tablet Product Tour [Lenovo YouTube channel, Oct 29, 2013]
Meet the Yoga Tablet, Lenovo’s multimode tablet. Enjoy a better tablet experience with three awesome modes: hold, stand and tilt modes and get an amazing up to 18 hours of battery life. Featured song is “Keep Together” by Hunter Hunted. Learn More:http://lnv.gy/yogatablet“Watching and discovering that people frequently use tablets in three main ways allowed us to break the mold on the current ‘sea of sameness’ designs, giving them a better way to read, browse, watch and interact with content,” said Liu Jun, senior vice president and president, Lenovo Business Group, Lenovo. “As consumers’ continue to demand innovative multimode designs we’re thrilled to have Ashton Kutcher on board with us to help further develop the immersive and complementary hardware and rich content experience.”
Yoga Tablet: Three Modes And Longer Battery Life Give Tablets A Better Way
One size does not fit all, especially when it comes to tablets. Lenovo designers and engineers identified three challenges tablet users face: fatigue when holding and using the tablet; no self-supporting mechanism when laid on a flat surface; and an inadequate viewing angle when set on a table. These scenarios inspired Lenovo to break the mold on the “sea of sameness” design and to create Yoga Tablet’s unique modes.
Lenovo Yoga Tablet: Better by Design [Lenovo YouTube channel, Oct 29, 2013]
Why did Lenovo design the Yoga Tablet with three modes, a unique hinge, and 18-hour battery life? Lenovo product managers, designers and engineers discuss the user research they conducted that directly contributed to the design of this innovative multimode tablet. Learn More: http://lnv.gy/yogatablet
With its exclusive cylindrical handle, hold mode is designed to fit an individual’s hand, so the Yoga Tablet is easier to hold and offers more control over the device whereas other tablets require two hands. Hold mode makes reading, checking social media and browsing the web easy and parallels how people hold magazines when reading.
To convert the Yoga Tablet into stand mode, simply rotate the side cylinder 90° so that the tablet stand deploys, allowing the tablet to stand by itself on a desk or table. Users can change the viewing angle to fit what’s comfortable for them from 110° to 135°. Stand mode makes it easy for users to comfortably watch movies, place video calls and interact with the ten-finger touchscreen without having to rely on add-on accessories.
Users can lay the Yoga Tablet down in tilt mode to type directly on the tablet, play games and just surf the Internet with a better viewing angle. To further enhance the rich content and multimode tablet experience, users can enable the tablet’s auto-detection software that automatically brings up frequently used apps in hold and stand modes.
The Yoga Tablet’s multimode design not only provides a better usability experience, it offers dramatically longer battery life of up to 18 hours1, which is significantly more than the amount of typical tablets. Its cylindrical handle packs in powerful, dual batteries and unlike most tablets, it uses batteries typically found in laptops. The Yoga Tablet can even charge other devices such as smartphones via its USB on-the-go2. The 10 inch and 8 inch models run on MT8125 for WiFi models and MT8389 Quad Core processors for 3G models with 16 or 32 GB capacity and feature Android 4.2. Also equipped with Dolby® audio, Yoga Tablet’s front-facing speakers create a powerful surround sound experience through the device speakers and with headphones.
Extremely mobile, both models are featherweights weighing in at 1.35 lbs for the 10-in model and 0.88 lbs for the 8-in model. They feature high definition 1280 x 800 displays, a 5 MP auto focus rear camera plus an additional front camera, a micro SD expansion slot, allowing up to 64 GB of total storage, WiFi and optional 3G in select countries and a micro USB connection and Dolby DS1 for rich audio. Lenovo offers an optional Bluetooth keyboard for the 10-in model that functions as a cover and even wakes up the tablet when it’s removed and puts the tablet to sleep when it’s attached. Users can also opt for a WD100 dongle in select countries to stream video content from the tablet wirelessly to a TV. Lenovo also offers a portfolio of services solutions for the Yoga Tablet including warranty extensions, upgrades and premium technical support.
Pricing and Availability3
MSRP is $249 and $299, for the 8-in and 10-in, respectively. Starting on Oct. 30, the 8-in model will be available exclusively at Best Buy stores and www.lenovo.com while the 10-in model will be available via major retailers including Amazon.com, BestBuy.com, Fry’s, Newegg.com andwww.lenovo.com. The Lenovo Yoga 10 Bluetooth Keyboard Cover is $69 and will be available beginning Oct. 30 via major retailers and www.lenovo.com.
For the latest Lenovo news, subscribe to Lenovo RSS feeds or follow Lenovo on Twitter and Facebook. Also follow news about the Yoga Tablet at #betterway. The press kit is available at: http://news.lenovo.com/betterway.
About Lenovo
Lenovo (HKSE: 992) (ADR: LNVGY) is a US$34 billion personal technology company – the largest PC maker worldwide and an emerging PC Plus leader – serving customers in more than 160 countries. Dedicated to exceptionally engineered PCs and mobile internet devices, Lenovo’s business is built on product innovation, a highly-efficient global supply chain and strong strategic execution. Formed by Lenovo Group’s acquisition of the former IBM Personal Computing Division, the Company develops, manufactures and markets reliable, high-quality, secure and easy-to-use technology products and services. Its product lines include legendary Think-branded commercial PCs and Idea-branded consumer PCs, as well as servers, workstations, and a family of mobile internet devices, including tablets and smart phones. Lenovo, a global Fortune 500 company, has major research centers in Yamato, Japan; Beijing, Shanghai and Shenzhen, China; and Raleigh, North Carolina. For more information see www.lenovo.com.
1Actual battery life may vary based on many factors including screen brightness, active applications, features, power management settings, battery age and conditioning, and other customer preferences. Testing consisted of full battery discharge while performing each of the following tasks: two hours of video playback plus two hours of MP3 audio playback in Stand-by Mode plus two hours of Internet browsing using WiFi in Tilt Mode plus twelve hours of reading in Hold Mode.
2Additional cable required to use this feature.
3Prices do not include tax or shipping and are subject to change without notice. Reseller prices may vary. Price does not include all advertised features. All offers subject to availability. Lenovo reserves the right to alter product offerings and specifications at any time without notice.
LENOVO® IDEAPAD A10 LAPTOP
Want to enjoy apps on the go on an ultraportable Android notebook without busting your budget? The Lenovo A10 is an innovative, thin and light, dual-mode laptop that flips 300 degrees from laptop to stand mode, a perfect way to enjoy movies on the go or make the most of touchscreen applications.
Note: Pricing and availability information will come later. According to a Chinese source the starting price of IdeaPad A10 will be around 1,500 RMB, i.e. US$ 246. The official price of the 10-inch Yoga Tablet in China is 2,299 RMB, i.e. US$ 377. Considering that the price of the Yoga Tablet in U.S. is $299 this could mean an IdeaPad A10 starting price for the external markets as low as $199. In Germany the laptop is priced at €249, corresponding to which $249 is the more likely price.
Multimode Notebook — Switch Between Laptop and Stand Modes
When you’re relying heavily on the keyboard — writing emails or blogging, for example — keep your A10 in the classic laptop mode for maximum productivity. But when you’re focusing on touch applications, web chatting, or enjoying a film or video, flip the screen 300 degrees to enter stand mode. The A10’s unique design means it adapts to whatever you choose to Do.
Detailed Specification
Processor |
Rockchip RK3188 Cortex-A9 Quad Core 1.6GHz |
Operating system |
Android |
Bus architecture |
1066MHz DDR3 SDRAM (PC2-8500) |
Graphic Chipset |
Integrated Graphics, ARM Mali-400 MP4 533 MHz |
Display/Resolution |
10.1″ HD (1366 x 768) with multitouch |
Standard memory |
DDR3L (Max Memory 1GB or 2GB) |
SSD |
eMMC 16GB, 32GB |
I/O ports |
Combo headphone jack, Combo build in Microphone jack, USB 2.0 × 2, Micro USB × 1, TF card (Micro-SD) |
Audio |
Combo audio jack × 1, Speaker × 2, Built-in microphone |
Video |
HDMI port × 1 |
Bluetooth |
only support BT&WIFI combo module |
Keyboard |
New Key Board |
Touch pad |
One piece touchpad |
Integrated camera |
0.3 mega pixels |
Battery |
2 cells/22.6Wh Polymer, supports up to nine hours of continuous video playback |
AC adapter |
5V Universal AC Adapter, 100-240V/50-60Hz, 10W with 5V DC output |
Weight |
less than 1kg |
Dimensions |
just 17.3mm at its thickest point |
Lenovo A10 Debuts as First Lenovo Laptop Powered by Android [press release, Oct 18, 2013]
Multimode computing leader Lenovo (HKSE: 992) (ADR: LNVGY) today announced the Lenovo A10, an affordable, ultra-portable, dual-mode laptop and the company’s first to run on Android 4.2 OS. Weighing less than 1kg and measuring just 17.3mm at its thickest point, the Lenovo A10 is an ideal companion for users on the go, providing easy access to a wide range of apps on a unique, dual-mode platform, which enhances the user experience for entertainment and Web browsing as well as productivity.
Lenovo IdeaPad A10 – ARM TechCon ’13 [ARMflix YouTube channel, Oct 29, 2013]
Andy Frame, Senior Marketing Manager, Processor Division of ARM showcases the Lenovo IdeaPad A10, a dual mode Android notebook. It is based on quad-core ARM Cortex-A9 & quad-core Mali-400 GPUs.
“In laptop mode,” users can take advantage of the A10’s unique, Lenovo-customized user interface, which provides an app launcher, task bar and status bar for quick, intuitive access to the app library and desktop, as well as convenient multitasking and app switching. File manager software, also included with the Lenovo customized OS, makes it easy to locate and manage a library of documents, videos and music. In laptop mode, the device offers a full-size ergonomic, AccuType keyboard for safe, comfortable use.
With the A10’s 10.1-inch HD (1366 x 768) resolution screen flipped around 300 degrees in “stand mode,” the Lenovo A10 shines as a device optimized for touch-enabled apps and entertainment. The stable hinge and “fold-back” design keeps the device steady and prevents shaking and bouncing while using the 10-point multi-touch screen. Stereo speakers and an integrated 0.3M webcam help users stay connected with family and friends while enjoying an immersive “sight and sound” experience with multimedia apps, games and video.
The Lenovo A10 is powered by an [Rockchip] RK3188, quad-core Cortex-A9 processor, running at a maximum frequency of 1.6GHz, the highest frequency for all quad-core ARM-based CPUs currently available. The Cortex-A9 processor delivers solid performance for gaming and entertainment purposes, as well as enhances users’ ability to multitask and be productive. In addition, the A10’s battery supports up to nine hours of continuous video playback, ensuring that it is ready to perform, both on the road and at the desk.
“With the recent explosive growth in Android-based, smart connected devices, customers are relying more on Android apps for both work and play. Why should they be required to switch and duplicate to use their laptop? Lenovo’s A10 brings ultra-portability and dual-mode benefits to Android users at a reasonable price,” said Bai Peng, vice president and general manager, notebook business unit, Lenovo Business Group. “Thin and light, with multiple modes and user-inspired innovations for an outstanding user experience … the A10 is uniquely Lenovo.”
Pricing and availability varies per region. The A10 will not be available in North America. Please contact your local PR representative for details.
For the latest Lenovo news, subscribe to Lenovo RSS feeds or follow Lenovo on Twitter and Facebook.
About Lenovo
Lenovo (HKSE: 992) (ADR: LNVGY) is a US$34 billion personal technology company – the largest PC maker in the world and an emerging PC Plus leader – serving customers in more than 160 countries. Dedicated to exceptionally engineered PCs and mobile internet devices, Lenovo’s business is built on product innovation, a highly-efficient global supply chain and strong strategic execution. Formed by Lenovo Group’s acquisition of the former IBM Personal Computing Division, the Company develops, manufactures and markets reliable, high-quality, secure and easy-to-use technology products and services. Its product lines include legendary Think-branded commercial PCs and Idea-branded consumer PCs, as well as servers, workstations, and a family of mobile internet devices, including tablets and smart phones. Lenovo, a global Fortune 500 company, has major research centers in Yamato, Japan; Beijing, Shanghai and Shenzhen, China; and Raleigh, North Carolina. For more information see www.lenovo.com.
*Prices do not include tax or shipping and are subject to change without notice and is tied to specific terms and conditions. Reseller prices may vary. Price does not include all advertised features. All offers subject to availability. Lenovo reserves the right to alter product offerings and specifications at any time without notice.
H2CY13: Upcoming next-gen Nexus 7, the ASUS MeMO Pad HD 7 “re-incarnation” at reduced by $50 price, dual/quad-core mid-range tablets from white-box vendors starting from $65
(while entry level will start from $40) … with that there would be tremendous pressure on low-volume tablet supliers (branded or white-box alike), as well as Samsung and Apple. Meanwhile China strengthens its position as the world leading PC Market.
Complementary post reminder:
Eight-core MT6592 for superphones and big.LITTLE MT8135 for tablets implemented in 28nm HKMG are coming from MediaTek to further disrupt the operations of Qualcomm and Samsung [‘Experiencing the Cloud’, July 20, 2013] from which the following excerpts I will include here as the ones directly related to the content given here as well:
At the end of July the launch of a tablet chip is expected: the MT8135, with 2xA15 +2xA7, still using an Imagination GPU, and mainly targeting the high-end tablet market. If Google OS will be closed and converged that will have a huge impact on us.
… We will use Windows as a second priority, while using Firefox [OS] and HTML5 as a secondary backup, by keeping track of them. Because we judge that the [Android] OS convergence from Google profitability point of view is very low, therefore our vote for these two emerging open OS’s is in the ‘not so urgent’ category, in addition to and outside of Android. The other focus is again on Windows Phone 8. For the moment, however, WP8 hardware configuration requirements are still higher (mainly memory), power consumption – after optimizing the gap with Android – is not too large.
End of the complementary post reminder
Rumor: New Nexus 7 specs, features and launch details mentioned in chat with Asus rep [Android Authority, June 30, 2013]
AE: The Tablet should be released before the ending of Q2
C: when exactly is before Q2?
AE: That will be before the ending of July…
AE: There has not been confirmed specification as yet, but here is some basics specification , that you can look at:
7 inch LED with 1980*1200 resolution
Qualcomm Snapdragon 600 Quad Core CPU / Snapdragon APQ8064 CPU
2GB of RAM
32GB internal storage
5Mpx rear camera and 1.2Mpx front camera
Android 4.3
4000mAh battery
Wifi a/b/g/n,Bluetooth 4.0 and NFC enabled
LTE / WCDMA / GSM supportThis is not confirmed specifications but you can review it
vs. the first one: Nexus 7: Google wanted it in 4 months for $199/$245, ASUS delivered + Nexus Q (of Google’s own design and manufacturing) added for social streaming from Google Play to speakers and screen in home under Android device control [‘Experiencing the Cloud’, June 28, 2012] which already has an ASUS only “reincarnation:
Experience MeMO Pad HD 7 [asus YouTube channel, June 16, 2013]
- 7-inch HD [1280 x 800] tablet with a wide-view angle IPS display for stunning visuals
- Rear 5MP and front 1.2MP dual cameras to capture the moments
- Dual stereo speakers with Sonicmaster Technology for incredible sound effect.
- Ultra light, weighs only 302g
- Up to 10 hrs battery life to make it through your day
ASUS Announces MeMO Pad HD 7 and MeMO Pad FHD 10 Tablets [press release, June 3, 2013]
ASUS MeMO Pad™ HD 7 — the value tablet for mobile entertainment
ASUS MeMO Pad™ HD 7 has a quad-core processor and 1GB RAM for smooth and responsive performance with apps of all kinds. The 7-inch display has a 1280 x 800 native resolution for crisp text and images, and IPS technology for accurate, vibrant colors with 170-degree wide viewing angles. MeMO Pad™ HD 7 also features high-quality stereo speakers with enhanced sound, courtesy of ASUS SonicMaster audio technology.MeMO Pad™ HD 7 has a 1.2-megapixel front-facing HD camera that can capture 720p HD videos and models are also available with a rear 5-megapixel camera. Just 10.8mm thick and 302g, the feature-packed MeMO Pad™ HD 7 has a lithium polymer battery that lasts for up to 10 hours with 720p video playback. Models are available in four colors — black, white, pink and green.
MeMO Pad™ HD 7 has 16GB of storage and a MicroSD card slot, plus 16GB ASUS WebStorage free for one year. Together with the ASUS WebStorage Office, users can view, create, edit and share Microsoft Office documents online.
AVAILABILITY & PRICING
ASUS MeMO Pad™ HD 7 has an MSRP of US$129 for 8GB capacity and US$149 for 16GB [a “follow up” to the $199 Nexus 7 tablet developed jointly by Google and ASUS and announced a year ago], and will be available starting in July 2013.
Asustek and HP enter China tablet market with entry-level models [DIGITIMES, July 1, 2013]
Asustek Computer and Hewlett-Packard (HP) are both set to enter the China tablet market with new cheap tablet models: the Asustek 7-inch 8GB MeMO Pad HD 7, priced below CNY999 (US$163) and HP Slate 7, priced at CNY999 [$163], according to sources from channel retailers.
Asustek’s 8GB MeMO Pad HD 7 will be supplied to the China market exclusively and is expected to appear later in July.
Prior to Asustek and HP, Acer already offered its 7-inch Iconia B1-A71 tablet [1.2GHz dual-core MT8317T based] at CNY699 [$114], while Lenovo is pushing its A1000 for a price of CNY999 [$163].
Compared to first-tier vendors, most China-based white-box tablet players are offering their products at prices between CNY299-500[$49-81.5], giving them advantages in pricing, but first-tier vendors still outmatch white-box players in product quality, specifications and after-sales service, the sources said.
Currently this is the best 7” quad-core offering from purely mainland China technology:
7” quad-core Allwinner A31s based Onda tablets for $65 (v701s) and $81 with IPS (v711s) in China, while for $89 and $99 outside [‘USD 99 Allwinner’, June 22, 2013] for which here is the Onda V711s Quad Core A31s 7″ IPS Tablet PC In-depth Review [dealsprime YouTube channel, June 24, 2013]
With and 1280×800 resolution Onda V712 quad-core version is available from April 8, 2013. The current price for Onda V712 Quad Core RAM 2GB 7 Inch IPS Screen Android Tablet 16GB outside China is $139 (699 yuan, $114 inside). It has 0.3MP front and 2MP back camera (vs. 1.2MP front and 5MP rear on ASUS MeMO Pad HD 7), but its video capability is 4K.
Meanwhile the cheapest dual-core mid-range tablet from white-box vendors is the new ICOO D70PR03 for 399 yuan i.e $65. This is with 1.2GHz Allwinner A20 SoC and 1024×600 IPS screen.
China white-box tablet players seeing success in landing government procurement orders [DIGITIMES, July 1, 2013]
China-based white-box players are gaining the upper hand in the competition with first-tier brand vendors for tablet procurement orders from Asia Pacific governments due to their advantages in pricing, while improved product quality and stability also helped the white-box players to narrow their gap with first-tier players, according to sources from tablet players.
The government in Thailand recently released procurement orders for 1.6 million education-purpose tablets which were mostly taken by a China-based white-box player, and first-tier vendors are having trouble competing due to considerations about profitability, the sources noted.
The sources pointed out that the white-box maker landed orders for a total of 800,000 tablets from the Thailand government worth NT$1.57 billion (US$52.35 million), equivalent to a price of NT$1,900-2,000 [US$63-67] for each device.
However, even with such a low price, the sources believe the white-box maker is still profiting from the orders.
Currently, an entry-level 7-inch tablet from a China white-box player is priced at about US$50 and can go up to US$70-90 in the retail channel, giving them strong advantages in price competition.
Although first-tier brand vendors are also aggressively trying to enter the entry-level tablet market, white-box players are still expected to achieve shipments of 120 and 170 million units in 2013 and 2014, respectively.
Thailand school kids get tablet computers [Aljazeera via AussieNews1 YouTube channel, Aug 23, 2012]
Surprise auction winners [Bangkok Post, June 29, 2013]
Dark horses Shenzhen Yitoa Intelligent Control Co of China and Supreme Distribution (Thailand) won yesterday’s bidding for the second phase of the One Tablet per Child scheme to supply 1.22 million tablets, beating out Shenzhen Scope Scientific Development.
The Chinese firm clinched the bid for the first and second zones, while the Thai company won the contract for the third zone.
The Office of the Basic Education Commission (Obec) held an e-auction for the tablets yesterday seeking bidding winners to supply 1.63 million tablets.
Education Minister Phongthep Thepkanchana said Shenzhen Yitoa won a bid to supply 431,105 tablets for Prathom 1 students worth 842 million baht for the first zone in central and southern provinces.
The company offered a price of 1,953.12 baht [$63] per tablet, 28.2% lower than the median price set at 2,720 baht each.
According to earlier information: “The tablet will have government specifications of a seven-inch display with a camera resolution of 1024×600 pixels, a minimum 1.5-gigahertz dual-core processor unit, one gigabyte of RAM, eight gigabytes of storage memory, 3,600 milliampere hours of lithium polymer battery life, and continuous Wi-Fi internet access for at least three hours.”
The Chinese firm also won the bid to supply 373,637 tablets for Prathom 1 students worth 786 million baht for the second zone in the northern and northeastern provinces.
The company offered 2,103.64 baht [$67.5] per unit, 22.7% below the median price.
Supreme Distribution, meanwhile, proposed the lowest price for tablets in the third zone, covering Mathayom 1 students in the central and southern provinces, at 2,908.24 baht [$93], down slightly from the median price of 2,920 baht.
The Thai computer assembly firm will supply 426,683 tablets worth 1.24 billion baht.
Obec postponed the bid for the fourth zone – covering some northern and northeastern provinces – to July, as Shenzhen Yitoa was the only bidder in the auction. The conditions require at least two bidders in competition.
Mr Phongthep said purchasing contracts are expected to be sealed in the week ahead. All winners are obliged to deliver their tablets within 90 days of signing contracts.
Panuwat Khantamoleekul, the managing director of Supreme Distribution, said the company could not offer a sharp rate cut since Mathayom 1 specifications are higher than those for Prathom 1.
He said his company will build its own factory in Thailand to assemble materials sourced from China.
It set up a local office here two decades ago and also won an earlier bid to supply tablets in Russia.
Shenzhen Yitoa Digital Appliance Co. Ltd [Global Sources, April 14, 2013]
Offering a Wide Range of Electronic Products
Shenzhen Yitoa Digital Appliance was founded in 2007, which is affiliated to Shenzhen Yitoa Intelligent Control Co., Ltd. We are a nationally known enterprise designing, developing, manufacturing and selling intelligent controllers of digital equipment. Our main products include e-book readers, MIDs, tablet PCs and other devices.Releasing Three New Products Monthly
Every year, we invest $800,000 in our R&D department to innovate and renew users’ digital life. This gives our 100 experienced engineers the resources they need to add up to three new products a month. Simply send us your OEM/ODM requirements, and we’ll complete a sample for you in as fast as one week. Now our company cooperates with Aigo, Newsman, Skyworth and other national famous companies.Recipient of International Certifications and Recognitions
With a 16,000-square-meter factory, 100 engineers, 1,600 workers and 25 assembly lines, our monthly capacity is over 1 million pieces. For your assurance, all of our products carry CE, CQC, CCC, UL and VED approvals, and are manufactured under ISO 9001:2000 and ISO 14001:2004 guidelines. Moreover, we have been recognized as a hi-tech enterprise in 2004, one of the top 100 Shenzhen Software Enterprises in 2005, and one of the top 20 Shenzhen Software Export Enterprises in 2006.
Leading Tablet PC Brands Reduce 2013 Targets [DisplaySearch blog, June 27, 2013]
We recently pointed out [Smaller Tablets to Get Even More Popular in the Second Half of 2013 [DisplaySearch blog, June 18, 2013]] that 2013 would be the year in which smaller tablet PC shipments (especially 7” and 8”) would surpass larger tablet PC shipments (such as 9.7” and 10.1”). Tablet PCs are starting to overlap with larger smart phones, as well as with ultra-slim notebook PCs.
Our latest forecast for the tablet PC market in the Quarterly Mobile PC Shipment and Forecast Report is for 67% Y/Y growth – from 153.6M in 2012 to 256.5M in 2013. Within this growing market, the share held by the top 12 brands, including Apple, HP, Acer, Dell, Lenovo, ASUS, Samsung, Toshiba, Sony, Amazon, Google, and Microsoft, is falling because the whitebox market [iPad-sized Tablets No Longer Driving Panel Growth Momentum [DisplaySearch blog, June 27, 2013]], especially in China, is growing faster. We estimate that the top brands, which shipped a combined 104.2M units in 2012, have reduced their 2013 shipment plans from 172M forecast in April to 167M forecast in June.
Apple’s iPad series accounted for 67M units in 2012 and remains the market leader, but is also the leading example of this trend. We estimate that Apple originally planned to ship 88M iPads in 2013, has reduced its target to 74M, including 31M iPads and 43M iPad minis.
We estimate that Samsung’s total tablet PC and phablet business plan is nearly 50M units in 2013, a big jump from 15.6M in 2012. Samsung plans include 39.5M tablet PCs, and 10M Galaxy Mega series (5.8” and 6.3”; while Samsung defines these as phablets, we classify them as smart phones).
Other tablet PC brands expect to grow their business in 2013. Among them, Lenovo, Microsoft, HP, and Acer are the most aggressive. Lenovo has two product lines for its tablet PC – X86 and ARM series. In 2013, Lenovo is planning for 3M X86 and 8M ARM.
Tablet PCs and Touch Adoption Expected to Drive Mobile PC Shipments Through 2017, According to NPD DisplaySearch [press release, May 6, 2013]
SANTA CLARA, CALIF., May 6, 2013—The mobile PC market is expected to increase from 367.6 million units shipped in 2012 to 762.7 million globally by 2017, driven by touch-enabled form factors, according to the NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report. The majority of this shift will come as tablet PCs begin to replace notebook PCs this year as the dominant mobile PC form factor, and touch becomes a key feature in mobile PC adoption.
“The mobile PC industry is undergoing significant change this year,” said Richard Shim, senior analyst with NPD DisplaySearch. “The rapid rise and establishment of white box tablet PCs (tablets made by small local brands, mainly in China) is putting pressure on traditional notebook PCs. These low-cost tablets are reaching further into emerging regions where notebook PC penetration rates have remained low, resulting in cannibalization by tablet PCs.”
Tablet PC shipments are forecast to increase 67% Y/Y to 256.5 million in 2013, and reach 579.4 million by 2017. White box tablet PCs accounted for one-third of tablet PC shipments in 2012 and will maintain at that level for the next several years.
Notebook PC shipments are expected to decline 10% over the next four years, from 203.3 million in 2013 to 183.3 million in 2017, but there will be pockets of growth. Shipments of notebooks with touch capabilities are expected to grow 48% Y/Y in 2014. In the notebook category, touch will be used mainly in ultra-slim PCs, which includes Intel-specified Ultrabooks, the MacBook Air, and other slim form factor notebooks. Ultra-slims, which are at the premium end of the notebook market, are forecast to account for two-thirds of touch-enabled notebooks in 2013. By 2017, they will be 80%. Intel’s recent mandate that third-generation Ultrabooks (using the company’s next generation Haswell processors) must include touch will also help adoption.
Figure 1: Global Mobile PC Shipments, 2012-2017
Source: NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report
New operating systems such as Windows 8 are unlikely to be a major driver of touch adoption. Rather, penetration of touch in notebook PCs will be driven by a reduction in cost and new form factors, such as hybrids, sliders, and convertibles.
“Thus far, Windows 8 has had a limited impact on driving touch adoption in notebook PCs, due to a lack of applications needing touch and the high cost of touch on notebook PCs,” added Shim. “Form factors aimed at differentiation from standard clamshell notebooks will help to drive consumer adoption of touch-enabled notebook PCs, starting in the second half of 2013.”
The NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report covers the entire range of mobile PC products shipped worldwide and regionally. With analysis of global and regional brands, the Quarterly Mobile PC Shipment and Forecast Report provides an objective, expert view of the market with insight into historical shipments, revenues, forecasts, and more. For more information about the report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional NPD DisplaySearch office in China, Japan, Korea or Taiwan for more information.
About NPD DisplaySearch
NPD DisplaySearch, part of The NPD Group, provides global market research and consulting specializing in the display supply chain, including trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge. NPD DisplaySearch supply chain expertise complements sell-through information from The NPD Group, thereby providing a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information, visit us at http://www.displaysearch.com/. Read our blog at http://www.displaysearchblog.com/ and follow us on Twitter at @DisplaySearch.
About The NPD Group, Inc.
The NPD Group provides global information and advisory services to drive better business decisions. By combining unique data assets with unmatched industry expertise, we help our clients track their markets, understand consumers, and drive profitable growth. Sectors covered include automotive, beauty, consumer electronics, entertainment, fashion, food/foodservice, home, luxury, mobile, office supplies, sports, technology, toys, and video games. For more information, visithttp://www.npd.com/ and npdgroupblog.com. Follow us on Twitter: @npdtech and @npdgroup.
China [branded] smartphone vendors to foray into tablet segment [DIGITIMES, July 1, 2013]
China-based smartphone vendors, including Huawei, ZTE, Lenovo and Xiaomi Technology, all will step up their efforts to penetrate the tablet market, according to industry sources.
Huawei plans to launch a new 7-inch tablet in the third quarter of 2013, and together with a 10.1-inch model released in early 2013, Huawei is sourcing about two million flat panels from China-based Truly Opto-electronics currently, the sources indicated.
Meanwhile, Huawei also purchases a portion of displays used in its new tablets from Innolux. However, the Taiwan-based flat panel maker declined to comment on orders from individual clients.
Lenovo also unveiled its Windows 8-based tablet, the Lenovo Miix10, recently. The Lenovo Miix, which is expected to hit the market in the third quarter, is equipped with a 10.1-inch 1366 by 768 IPS display and is power by an Intel dual-core Atom processor.
Xiaomi reportedly will step into the tablet segment by unveiling its first tablet in mid-August, the sources revealed, adding that Xiaomi will utilize tablet chipset solutions from MediaTek.
White-box vendors expected to lower prices for entry-level 7-inch tablets to US$40 in 2H13 [DIGITIMES, June 7, 2013]
The market for 7-inch tablets is seeing intense competition and white-box vendors are expected to further reduce prices for entry-level models to US$40 in the second half of 2013, according to Taiwan-based supply chain sources.
Entry-level white-box tablets are expected to continue selling well in markets such as China, and supply chains are able to increasingly decrease pricing for entry-level components, said the sources.
Meanwhile, Digitimes Research predicts that 254 million tablets will be sold in 2013, up 63.9% on year.
China-based white-box 2013 tablet shipments likely below forecasts [DIGITIMES, June 14, 2013]
China-based white-box tablet vendors’ shipments in 2013 were originally forecast at 120 million units, but actual shipments may fall short due to strong competition from inexpensive models launched by brand vendors, according to supply chain sources.
In addition to brand vendors, the white-box tablet vendors also face increasing competition from entry-level large-size smartphones, the sources said, adding that smartphones sized 5.7- to 6-inch are posing some of the biggest challenges.
Pricing for both the inexpensive brand models and entry-level large-size smartphones are becoming more similar to white-box tablet vendors’ products and that trend is expected to continue, causing the shipments to be less than expected in 2013, the sources added.
Digitimes Research: China mobile AP market to expand in 2013 [press release, June 14, 2013]
The China mobile application processor (AP) market will expand over 60% in 2013 to 506 million units, with smartphone-use APs accounting for 77.4% of total shipments, Digitimes Research said in its new report.
The market for smartphone APs in China climbed to 241.5 million units in 2012, up significantly from 69 million in 2011, according to Digitimes Research. The number will increase to 391.7 million units in 2013.
Shipments of China-made smartphone APs are forecast to account for 34% of the global smartphone AP market in 2013, compared to 26% in 2012 and around 10% in 2011, Digitimes Research noted.
As for China-made tablet APs, the market will reach a size of 115.2 million units in 2013, compared with a mere 10.5 million units [in 2011], Digitimes Research indicated.
Dual-core processors will overtake single-core chips to become the mainstream spec for tablets produced by China’s brand and white-box companies in the second half of 2013, while the penetration of quad-core powered tablets will also expand substantially, Digitimes Research pointed out.
China-based mobile AP vendors will ship a combined 506 million units in 2013, while the global mobile AP market will come to a size of 958 million units, Digitimes Research projected.
Prices of smartphone and tablet solutions to drop 10-20% in 2H13 [DIGITIMES, June 18, 2013]
Prices of chipset solutions for smartphones and tablets are expected to decline 10-20% sequentially in the second half of 2013 due to competition between MediaTek and Qualcomm, according to industry sources.
Qualcomm is scheduled to host its annual QRD (Qualcomm reference design) forum in Shenzhen on June 20, which is expected to attract participants from China-based branded as well as white-box smartphone and tablet vendors, the sources noted.
While showcasing its new solutions for the second half of the year, the forum also aims to grab smartphone and tablet solution orders from MediaTek, which has been prevailing in China’s solution market using a variety of reference designs, said the sources.
Qualcomm said earlier that over 40 OEMs have launched more than 200 new smartphones and tablets in 14 countries recently, mounting increasing pressure on MediaTek, said the sources.
China-based solution vendors such as Spreadtrum Communications have also joined the price competion, driving the unit price of quad-core smartphone solutions to below US$10 in China recently, the sources revealed.
China market: White-box tablet makers approaching MediaTek for quad-core solutions [DIGITIMES, May 27, 2013]
China-based white-box tablet makers are reportedly approaching MediaTek for the purchase of the chipmaker’s integrated MT8125 and [the upcoming] 8135 [to be based on A15 + A7 “big.LITTLE” architecture] quad-core application processors for tablets, according to industry sources.
The move by the white-box tablet makers comes after branded tablet vendors in China and Taiwan have begun using the MT8125 and 8135 solutions for tablets targeting the US99-149 segment, the sources noted.
White-box tablet makers currently purchase quad-core solutions mainly from China-based IC vendors including Allwinner Technology and Rockchip Technology, while buying Wi-Fi and Bluetooth chips from Realtek Semiconductor and RDA Microelectronics.
The 28nm quad-core solutions from Allwinner and Rockchip are priced at US$4-5, or about 50% lower than the comparable quad-core chips offered by MediaTek, since the chips offered by Allwinner or Rochchip do not support voice communications, said the sources.
In order to compete effectively in China and other emerging markets and differentiate products, white-box tablet makers have been forced to adopt MediaTek’s quad-core solutions, commented the sources.
MediaTek Introduces New Quad-Core Application Processor for Fast-Growing Tablet Market [pres release, May 29, 2013] used in ASUS MeMO Pad HD 7 shown earlier
TAIWAN, Hsinchu – 29 May, 2013 – MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, today announced the availability of the new quad-core application processor – MT8125 designed for the fast growing global tablet markets. The new tablet platform is an extension of the company’s highly successful quad-core portfolio, it integrates a power-efficient quad-core Cortex™- A7 CPU subsystem with speed up to 1.5GHz, PowerVR™ Series5XT Graphics that delivers compelling multimedia features and sophisticated user experiences. To simplify product design and speed time-to-market, the MT8125 supports 3G HSPA+, 2G EDGE and Wi-Fi versions, all of which are pin-to-pin compatible, allowing device manufacturers to easily expand their portfolios with a full range of tablets by leveraging the existing or planned design requiring no additional rework.
Inheriting MediaTek’s technology breakthrough of quad-core SoC platform and high-end multimedia capabilities, the MT8125 incorporates premium multimedia features, supporting up to Full HD 1080p video playback and recording, 13MP camera with integrated ISP and Full HD (1920 x 1200) displays. The new tablet SoC also delivers ground breaking visual quality powered by the leading picture quality technology – MiraVisionTM, derived from MediaTek’s extensive experience in the Digital TV market.
The MT8125 includes full support for MediaTek’s leading 4-in-1 connectivity combo that converges Wi-Fi, Bluetooth 4.0, GPS and FM, bringing highly integrated, best-in-class wireless technologies and expanded functionality to high-performance multimedia tablets. The MT8125 also provides support for Wi-Fi certified Miracast™ which makes multimedia content sharing between devices easier.
“During the last two years, application processors used in tablets have taken a fast evolution from single-core 1GHz to quad cores, clocking over 1.5GHz. Competition will force chipset vendors to maintain pace – by implementing more advanced features while reducing the system cost by increasing the level of integration*,”said Gartner Research Director Roger Sheng.
“MediaTek’s team has worked closely with Lenovo to integrate their solutions into our design process, helping us accelerate the development and introduction of new, innovative tablets. In turn, this allows us to fulfill our commitment to delivering the outstanding user experience our customers demand. The tablet market is moving fast, and Lenovo aims to be at the forefront of tablet innovation. MediaTek helps us do that,” commented Wayne Chen, vice president and head of mobile business unit for Lenovo.
“We’re confident that our comprehensive reference designs will be the industry benchmark, particularly benefiting the mid-to-high-end tablet market. It is an innovative, cost-effective and definitely faster time-to-market solution.” said Joe Chen, GM of Home Entertainment Business Unit, MediaTek. “By taking advantage of our strengths in the multimedia field, mobile communications and multi-screen technologies, we offer a complete multi-core processor family for smartphones and tablets, enabling a significant difference in performance and power efficiency – all while ensuring seamless streaming performance across the array of devices when users are consuming entertainment and information. ”
The MediaTek quad core tablet SoC is now being widely adopted by MediaTek’s global customers including Lenovo IdeaTab S6000 series.
Lenovo S6000 10.1″ MediaTek MT8389 [Charbax YouTube channel, March 4, 2013]
Note:
1. According to LinuxGizmos.com “It appears, however that Lenovo’s 10-inch, quad-core S6000 Android tablet uses a scaled down, 1.2GHz version of the MT8125 called the MT8389. … The MT8389 also appears to have a lesser PowerVR SGX GPU, according to All-RSS.com. As a result, the Lenovo S6000 has more limited 1280 x 800-pixel resolution and a 5-megapixel camera.”
2. Quad-core SoC competition in as per this:
MT8125 / 8389
Quad-Core Cortex-A7 1.5GHz + CPU Tablet Platform [May 29, 2013]
Overview
MT8125/8389 is an extension of MediaTek’s highly successful quad-core portfolio, it integrates a power-efficient quad-core Cortex™- A7 CPU subsystem with speed up to 1.5GHz, PowerVR™ Series5XT Graphics that delivers compelling multimedia features and sophisticated user experiences.
Features
High-end Multimedia Capabilities
• Supporting up to Full HD 1080p video playback and recording, 13MP camera with integrated ISP and Full HD (1920 x 1200) displays
• Delivering ground breaking visual quality powered by the leading picture quality technology – MiraVisionTM, derived from MediaTek’s extensive experience in the Digital TV market.
Best-in-class Connectivity Technology
• Including full support for MediaTek’s leading 4-in-1 connectivity combo that converges Wi-Fi, Bluetooth 4.0, GPS and FM, bringing highly integrated, best-in-class wireless technologies to tablets
• Providing support for Wi-Fi certified Miracast™ which makes multimedia content sharing between devices easier
Supports 3G HSPA+, 2G EDGE and Wi-Fi
• MT8125/ 8389 supports 3G HSPA+, 2G EDGE and Wi-Fi versions, all of which are pin-to-pin compatible, allowing device manufacturers to easily expand their portfolios with a full range of tablets by leveraging the existing or planned design requiring no additional rework.
MT8377
1 GHz Dual-Core Tablet Platform [May 29, 2013]
Overview
The MediaTek MT8377 features a dual 1GHz Cortex™-A9 application processor from ARM, a PowerVR™ Series5 SGX GPU from Imagination Technologies, MediaTek’s proven 3G/HSPA/Edge modem, and runs the Android 4.0 “Ice Cream Sandwich”. y integrating a dual-core application processor architecture widely deployed in the majority of today’s premium tablets, the MT8377 boosts application and browser performance by up to 40% compared to single-core platform.
Features
Richest Multimedia Features
• Providing rich multimedia features including a 8MP camera and high-definition 1080p video playback
• Supporting high-resolution displays of up to HD720 (1280×720) resolution
• Integrating built-in stereo 3D panel support and DTV-grade display picture quality
Best-in-class Connectivity Technology
• Including full support for MediaTek’s leading 4-in-1 connectivity combo that converges Wi-Fi, Bluetooth 4.0, GPS and FM
MediaTek allocating more resources for development of tablet solutions [DIGITIMES, June 10, 2013]
MediaTek is relocating its tablet solution unit from its wireless communications group to the home entertainment group, meaning that the Taiwan-based top IC design house is looking to put more of its hardware and software resources into developing chips for tablet applications, according to industry sources.
The move echoes company president Hseih Ching-chiang’s statement that MediaTek aims to roll out new chips for tablet applications on a quarterly basis in the next few years.
The emphasis on the development of chips for tablets indicates that MediaTek believes that tablets will become the next-generation killer application and that the global tablet market is likely to continue to grow robustly in the coming years, commented the sources.
Meanwhile, MediaTek has adopted a strategy to push sales of its tablet solutions to non-Apple branded vendors in China and Taiwan, which have been focusing on promoting mid-range tablets for the US$99-199 segment, the sources indicated.
Given the high price/performance ratio and reliability of MediaTek’s chipset solutions, more and more entry-level tablet vendors in China are likely to queue up for table solutions from MediaTek, said the sources.
MediaTek is expected to ship a total of 20 million chipsets for tablets in 2013, accounting for 15% of the global non-iPad tablet market, estimated the sources.
MediaTek 2Q13 performance beats guidance [DIGITIMES, July 5, 2013]
MediaTek has reported consolidated revenues of NT$9.77 billion (US$323.52 million) for June, down 10.6% sequentially but up 24.6% on year.
MediaTek’s second-quarter revenues totaled NT$33.28 billion [US$1.1B], increasing 38.8% sequentially and surpassing the company’s guidance of NT$30-31.6 billion set for the quarter.
For the first half of 2013, revenues amounted to NT$57.25 billion [US$1.9B], up 33% from a year earlier.
Digitimes Research: China mobile AP shipments rise in 2Q13 [press release, June 24, 2013]
The China mobile application processor (AP) market is forecast to reach a total of 114.5 million units in the second quarter of 2013, up 9.6% sequentially and 88.6% from the 60.7 million units shipped a year ago, Digitimes Research said in its new report. Smartphone-use APs continued to account for the majority of total shipments.
The market for smartphone APs in China will amount to 92.3 million units in the second quarter, representing a 16% increase compared to 79.6 million units in the first quarter, whereas that for tablet-use APs declined 10.8% on quarter to 22.2 million units, according to Digitimes Research.
The China mobile AP market, which consists of smartphone- and tablet-use APs, is set to total 219 million units in the first half of 2013, said Digitimes Research. The top-5 suppliers – MediaTek, Qualcomm, Spreadtrum Communications, Allwinner Technology and Rockchip Electronics – contributed as high as 192 million units, or 87.7%, to the overall shipments, Digitimes Research indicated.
MediaTek has enjoyed robust growth in its SoC shipments for smartphones and tablets with shipments for the first half estimated at 84 million units, while Qualcomm‘s shipments to China’s mobile AP market are set to total about 42.7 million units, Digitimes Research predicted. Meanwhile, Spreadtrum with its low-price strategy is expected to ship 38 million units in the first half of 2013, Digitimes Research said.
Specializing in tablet-use SoCs, Allwinner and Rockchip will both report significant on-year growth in their shipments for the first half of 2013, Digitimes Research indicated. Allwinner‘s shipments will climb to 18 million chips in first-half 2013 from only 4.7 million units a year earlier, while Rockchip‘s shipments for the same period will reach 10 million chips compared with the 5.5 million units shipped in the first half of 2012.
Note: Out of 47.1 million units used in tablets for H1CY13 28 million came from Allwinner and Rockchip, which is almost 60%. 38% belongs to Allwinner, 21% to Rockchip.
Digitimes Research: TSMC expanding in China [press release, June 20, 2013]
Taiwan Semiconductor Manufacturing Company (TSMC) has significantly expanded its presence in China’s IC industry, as the foundry’s technology advantages and manufacturing capabilities help it ride the wave of smartphone and tablet growth in the local market, according to Digitimes Research.
TSMC has received a pull-in of orders from a number of China-based IC design houses, which specialize in mobile SoCs such as application processors and place a heavy emphasis on demand domestically. Their booming businesses have boosted TSMC’s sales coming from the China market, said Digitimes Research.
TSMC saw sales generated from the total orders placed by its China-based clients climbed to US$820 million in 2012 from US$510 million in 2011, an about 61% increase. Sales are set to rise further to top US$1.4 billion in 2013, Digitimes research forecast.
China-based Semiconductor Manufacturing International (SMIC) has also enjoyed growth in its sales coming from the local market, Digitimes Research indicated. Sales generated from orders placed by SMIC’s local China-based clients arrived at the highest quarterly level for a third consecutive quarter in the first quarter of 2013, Digitimes Research said.
In addition, Digitimes Research noted that China’s IC design sector has entered a new phase of development. The number of China-based IC design companies exceeded 500 in 2012 with their combined output value ranked third worldwide.
IHS Boosts Tablet Panel Shipment Forecast as White-Box Products Storm the Market [press release, July 2, 2013]
EL SEGUNDO, Calif.(July 2, 2013)—Boosted by orders from unbranded, white-box Chinese manufacturers, global demand for tablet panels is exceeding expectations, spurring IHS to increase its forecast for displays by 6 percent for 2013.
A total of 262 million displays for tablets are forecast to be shipped in 2013, compared to the previous forecast of 246 million, according to the May Edition of the “LCD Industry Tracker—Tablet” report from information and analytics provider IHS (NYSE: IHS). This will represent 69 percent growth from 155 million in 2012, as presented in figure 1 attached.
“Competitive dynamics in the tablet market have changed dramatically this year as Chinese white-box smartphone makers have entered the tablet market in droves,” said Ricky Park, senior manager for large-area displays at IHS. “These companies are producing massive quantities of low-end tablets that appeal to consumers in China and other developing economies. Because of this, the white-box manufacturers are driving up demand for tablet panels, particularly smaller displays using the older twisted nematic (TN) technology, rather than the newer screens using in-plane switching (IPS).”
Unbranded tablet makers purchased 40 percent of all tablet panels in April, up from just 17 percent in the first quarter of 2012, as presented in figure 2 attached.
Partly because of the rise of white-box makers, shipments of smaller 8- and 9-inch tablet displays will rise by nearly 200 percent in 2013. In contrast, larger displays in the 9-, 10- and 11-inch range will suffer a 5 percent decline.
The boom in white-box tablets is being driven the introduction of turnkey designs offered by processor makers. The designs make it easy for new, inexperienced market entrants to offer tablet products.
The Chinese white-box manufacturers hold certain advantages over the major incumbent tablet manufacturers. The white-box manufacturers are able to produce tablets at lower cost, more quickly and with greater flexibility in production. These companies also have the capability to manufacture both unbranded tablets, and make products for the major brands on a contract manufacturing basis.
Such white-box players also have been agile enough to take advantage of the current high availability and low-cost of tablet panels. Makers of displays for the shrinking PC market have switched over to the tablet market, spurring a glut that has depressed pricing. As prices have fallen, the white-box makers have demonstrated enough flexibility to boost production of low-cost tablets.
“Playing to their strengths, the white-box manufacturers are set to continue to increase their presence in tablets and propel the expansion of the overall tablet market,” Park said.
IHS believes the strong growth of tablet panel demand continued in the second quarter. The arrival of more turnkey tablet design solutions will drive up demand for 7- and 8-inch panels throughout the year.
The 8-inch panels are becoming an increasingly large segment of the tablet market, with a display area more appealing to users than the 7-inch size. In all, the 8-inch panels accounted for 11 percent of panel shipments in April, with Samsung and Acer having recently launched new tablets in that size. With more introductions likely coming in the third quarter, IHS expects a substantial market share for the 8-inch by the end of this year.
The market for larger-sized, 10-inch and bigger tablet panels may begin to enjoy a recovery in shipments with the launch of the new Intel Corp. Atom microprocessor, code-named Bay Trail. This new device could help reduce the cost of x86 microprocessor-based tablets and improve battery life. Bay Trail also could generate opportunities for hybrid-form tablets that include keyboards.
The x86 tablets, with Microsoft Corp.’s new Windows 8 operating system, would have functionality better suited to the needs of the commercial and business worlds than either the Google Android- or the Apple iOS-based tablets, which are designed with the consumer in mind.
About IHS (www.ihs.com)
IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. Businesses and governments in more than 165 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs 6,700 people in 31 countries around the world.
Flexible Display Market to Reach Nearly 800 Million Unit Shipments by 2020 [IHS press release, June 5, 2013]
EL SEGUNDO, Calif. (June 5, 2013)—Demand for flexible displays is set to undergo massive growth during the next seven years, with a broad variety of applications—ranging from smartphones to giant screens mounted on buildings—driving a nearly 250 times expansion in shipments from 2013 through 2020.
Global shipments of flexible displays are projected to soar to 792 million units in 2020, up from 3.2 million in 2013, according to a new IHS report entitled “Flexible Display Technology and Market Forecast” . Market revenue will rise to $41.3 billion, up from just $100,000 during the same period, as presented in the attached figure.
“Flexible displays hold enormous potential, creating whole new classes of products and enabling exciting new applications that were impractical or impossible before,” said Vinita Jakhanwal, director for mobile and emerging displays and technology at IHS. “From smartphones with displays that curve around the sides, to smart watches with wraparound screens, to tablets and PCs with roll-out displays, to giant video advertisements on curved building walls, the potential uses for flexible displays will be limited only by the imagination of designers.”
Generation flex
IHS classifies flexible displays into four generations of technology. The first generation is the durable display panels that are now entering the market. These panels employ a flexible substrate to attain superior thinness and unbreakable ruggedness. However, these displays are flat and cannot be bent or rolled.
Second-generation flexible displays are bendable and conformable, and can be molded to curved surfaces, maximizing space on small form-factor products like smartphones.
The third generation consists of truly flexible and rollable displays that can be manipulated by end users. These displays will enable a new generation of devices that save space and blur the lines separating traditional product categories, such as smartphones and media tablets.
The fourth generation consists of disposable displays that cost so little that they can serve as a replacement for paper.
Starting small
With their thin, light and unbreakable nature, flexible displays initially are expected to be used in smaller-sized products, such as mobile phones and MP3 players. However, once large-size displays are available, flexible technology will be used in bigger screen-size platforms, such as laptops, monitors and televisions.
The largest application for flexible displays during the next several years will be personal electronic devices. This segment will be led by smartphones, with shipments climbing to 351 million units by 2020, up from less than 2 million this year.
Flexible stars at SID
Flexible displays were a major topic at the Society for Information Display (SID) Display Week event in Vancouver in May.
During an SID keynote address, Kinam Kim, president and CEO of Samsung Display Co., discussed his company’s flexible organic light-emitting diode (OLED) display technology. Kim said that the technology will be suitable for wearable electronics devices like Google Glass.
Also at SID, LG Display showed a 5-inch OLED panel constructed out of plastic that was both flexible and unbreakable.
Furthermore, Corning at SID showed its Willow Glass, which can be used as with both OLEDs and liquid-crystal displays (LCD) in mobile devices such as smart phones, tablets and notebook PCs. Because of its thinness, strength and flexibility, Willow Glass could enable future displays to be wrapped around a device or a structure.
IHS predicts OLEDs will be the leading flexible display technology during every year for the foreseeable future, accounting for 64 percent of shipments in 2020.
How Intel Can Enable a Successful $200 PC in the Age of the Media Tablet [IHS press release, May 20, 2013]
Vancouver, British Columbia (May 20, 2013)—Can PC makers produce ultrathin, touch-screen PCs that are appealing to consumers—and that are priced at just $200?
The astounding answer seems yes—if microprocessor Intel Corp. is willing to cut the price of its semiconductor components to PC makers, according to a PC Dynamics Market Brief from information and analytics provider IHS (NYSE: IHS).
Speaking at the IHS/SID 2013 Business Conference, held May 20 in Vancouver, Canada, Zane Ball, Intel vice president and general manager, Global Ecosystem Development, is presenting his company’s plan to empower the PC industry to produce low-cost notebooks incorporating touch technology. Craig Stice, senior principal analyst for compute platforms at IHS, believes Intel has a shot at success.
“A price point that low seems far-fetched considering the mobile PC prices of today, with Ultrabooks and other ultrathins going as high as $1,000 or more,” Stice said. “However, the small laptops known as netbooks saw their prices reach down into the $200 range at the height of their popularity a few years ago, and a cost analysis of netbooks shows how such a low level of pricing can be used to support a no-frills type of ultrathin PC.”
The cost estimate for a standard netbook, based on the IHS Compute Systems Cost Analyzer that calculates the major components of a netbook on a third-quarter 2013 timeline, comes out to $207.82, as shown in the attached table.
“Hitting this kind of price point is not impossible for the PC industry, already a cutthroat market accustomed to razor-thin margins,” Stice said. “Such a possibility was stated by outgoing Intel CEO Paul Otellini, who during Intel’s first-quarter earnings call in April made the bold prediction that touch-enabled, ultrathin Intel-based notebooks using non-core processors could be available by the end of this year.”
Intel holds the cards
The key factor that could make this happen is Intel, which can control up to 33 percent of the total bill-of-materials cost for the PC through the central processing unit (CPU) and motherboard. If Intel decides to provide a price break for just these components, PC original equipment manufacturers could see their margins improve, allowing them to drive down prices for the retail market. With PC competition so fierce, it takes only one PC manufacturer to find a price point that sells—and others are bound to follow suit shortly afterward.
Intel could also be instrumental in introducing an even more powerful ultrathin-type mobile PC than netbooks, which have now been overtaken by media tablets and are on their way out of the market altogether.
Intel’s next-generation Atom processor, called Bay Trail, has the potential to deliver a performance boost that will clearly separate the traditional netbooks of old from the new generation of mobile and ultrathin PCs.
Avoiding netbooks’ fate
While netbooks had limited computing power and were regarded more as devices for content consumption, the new and much more economical ultathins, in contrast, would possess considerably more power and be categorized as content-creation devices. Such a perceptible enhancement could increase their chances of survival in the marketplace, unlike the short-lived netbooks.
Much depends on Bay Trail, which Intel says will move from two processing cores to four to provide beefed-up performance. Along with Bay Trail, Intel’s own high-definition embedded graphics and an extended battery life for improved power will yield a processor bearing similar performance to the chipmaker’s renowned family of Core processors. All these traits could be part of the new, less expensive ultrathin being projected.
What PC manufacturers also must do
What these developments portend for the PC industry is significant. If the PC industry is able to get down to the $200 price point, and Intel’s Bay Trail processor delivers what it claims to do, then the PC market will have its much-needed shot in the arm. Such a turn of events could then spark the mobile PC market, which has been losing steam to flashier rivals like smartphones and tablets.
Besides Intel’s willingness to cut its own price point to make chips available at a lower cost to customers, a second important factor involves the PC makers themselves. For their part, PC manufacturers also need to find a way of getting to the magic price point of $200—and possibly sacrifice even more margin in exchange for the greater amount of volume that they seek.
All told, the scenario above—merely hypothetical at this point—is not entirely out of reach. A strong second half is already being forecast for PCs this year: add in the potential for lower-priced next-generation ultrathin systems, and the PC industry may finally have a valid competitor to lower-priced media tablets.
China Becomes World’s Leading PC Market in 2012 [IHS press release, April 29, 2013]
EL SEGUNDO, Calif. (April 29, 2013)—China rose to the top of the PC market for the first time ever on an annual basis last year, relegating the United States to second place with a lead of more than 3 million units, according to an IHS iSuppli PC Dynamics Market Brief from information and analytics provider IHS (NYSE: IHS).
PC shipments in 2012 to China amounted to 69 million units, exceeding the 66 million total reached by the United States. Only a year earlier in 2011, the United States was the leading global destination for PCs.
Beyond its large size, China’s PC market exhibits distinct characteristics that set it apart from the computer trade elsewhere, possessing a vast untapped rural market and unique consumer-purchasing patterns. While desktop PC shipments lagged notebooks around the world, the two PC segments were on par in China in 2012, with an even 50-50 split, as shown in the attached table.
“The equal share of shipments for desktops and notebooks in China is unusual, since consumers in most regions today tend to prefer more agile mobile PCs, rather than the bulky, stationary desktops,” said Peter Lin, senior analyst for compute platforms at IHS. “The relatively large percentage of desktop PC shipments in China is due to huge demand in the country’s rural areas, which account for a major segment of the country’s 1.34 billion citizens. These consumers tend to prefer the desktop form factor.”
The market will change gradually as desktop PCs face rising competition from the high value proposition presented by notebooks. Notebooks will then surpass desktops in the country by 2014, tracking more closely with the worldwide desktop-to-notebook PC ratio of 36 to 64 percent.
The desktop vs. notebook pattern of consumption in China is only one example of the distinctive hallmarks of the country’s dynamic PC market. In another indicator, China also has approximately a 50-50 proportion in consumer vs. commercial PCs, compared to the 65-35 percent ratio for the rest of the world.
A third pattern unique to the China PC market is the preferred notebook display size of 14 inches, which accounts for more than 70 percent of notebook PC shipments in the country. For the rest of the world, the 14-inch makes up less than 30 percent.
A fourth pattern of note is the attach rate of PCs with a pre-installed operating system, especially for notebooks. While mature PC markets in other parts of the world claim a 90 percent attach rate, the proportion for China comes out to lower than 50 percent, with the ratio even lower in the desktop PC market.
Despite such exclusive behavior, the China PC space shares one common trait with the worldwide PC market. Like the rest of the world, demand in China remains weak as consumers migrate to using mobile devices like cellphones. China’s PC market is projected to grow only by 3 to 4 percent this year.
Even so, a vast market opportunity continues to exist for PCs in the country, in the form of potential first-time buyers mostly residing in the countryside. The government already plans this year to invest some 40 trillion yuan—equivalent to some $6.4 trillion—to build rural infrastructure in the next 10 years, and PC original equipment manufacturers can take advantage of the initiative to build out and expand from the cities, IHS believes.
China is also on track to retain its position as the largest PC market in the world for the foreseeable future unchallenged and alone—further providing PC brands a rare opportunity for expansion, counter to the myriad travails they face in the rest of the world.
The endgame for ST-Ericsson, other SoC vendors like Allwinner to benefit tremendously from Ericsson’s advanced thin modems
As ST-Ericsson: Fundamental repositioning for modem, APE and ModAps spaces [‘Experiencing the Cloud’, Oct 8, 2012] was considered impossible after STMicroelectronics and Texas Intruments are exiting the mobile market as there is no chance to compete with aggressive SoC vendors from PRC and the market #2 MediaTek from Taiwan [‘Experiencing the Cloud’, Dec 12, 2012] now we have the endgame of ST-Ericsson as decided by its parent companies.
Note that modemless SoC vendors like Allwinner, Rockchip etc. will tremedously benefit from this type of endgame, as Ericsson will become a modem-only SoC vendor with the so called thin modem business taken over. This part of ST-Ericsson is dealing with the highly strategic and competitive LTE multimode thin modems (including 2G, 3G and 4G multimode), i.e. the well proven in last year trials Thor M7400 SoC solution (to come in devices of H2 2013), and its enhanced (with Single RF Chip Carrier Aggregation and ability to achieve 150Mbps) mass market follow-up, the Thor M7450 SoC solution (designed in 28nm, now sampling and to come in devices of 2014) based on the revolutionary architecture introduced in Thor M7400 which enables market-leading power consumption. All the so called legacy modems (as well as the remaining parts of the ST-Ericsson business) will be taken over by STMicroelectronics, but no further development will be done for them (and only selective development for the remaining parts of the ST-Ericsson business).
Financial responsibility for the respective businesses was taken over by the two parent companies from March 1st, 2013. The break up will be completed in Q3 2013. While Ericsson and STMicroelectronics will take over around 1800 and 950 people (employees and contractors) respectively. Of the remaining workforce approx. 1600 will be be made redundant in the process. For the remaining 200 employees and contractors in the so called connectivity business the future will be decided by the outcome of selling that business.
Here are
- the details,
and then
- a collection of related press releases
Details
STMicroelectronics, Ericsson End Venture After Failed Sale [Bloomberg, March 18, 2013]
“In 2009 the situation was different, we started with a great base of European customers,” STMicroelectronics Chief Executive Officer Carlo Bozotti said on a conference call. “Unfortunately this customer base has changed.”
…
Potential buyers that were approached, including customer Samsung Electronics Co., declined to make an offer, people familiar with the matter said last week. Samsung is “a great customer for us and we continue to work for a lot of products with this company,” Bozotti said today, declining to comment on any talks for Samsung taking over the venture.
STMicro, Ericsson split mobile chip unit, 1,600 jobs go [Reuters, March 18, 2013]
“All possible scenarios were considered but the option announced today was always a real possibility,” STMicro chief executive Carlo Bozotti told a conference call on Monday.
ST takes on mobile chips…but not the market [EETimes, March 18, 2013]
In a conference call Monday morning (March 18) Carlo Bozotti, CEO of ST (Geneva, Switzerland) promised continued support for ST-Ericsson’s existing products and customers but also indicated that ST would not be trying to replicate ST-Ericsson’s platform-level engagement with the mobile devices market. This approach puts a question-mark over the future relevance of ST’s fully-depleted silicon-on-insulator (FD-SOI) manufacturing process, a proprietary technology that is out of the mainstream of global CMOS manufacturing, but which has reportedly shown technical advantages for mobile applications where power consumption and battery life are key parameters.
…
“ST will not continue the so-called ModAp – ModAp is the integration of the application processor and the modem in one chip – in terms of new development,” said Bozotti during the conference call. “Of course, we will go on as long as needed with the existing products to support our customers. So we have not called – and we will not call – for any end of life.”
Moving on to stand-alone application processors, Bozotti said: “Of course our focus area is the digital consumer, is automotive. In the case of portable equipment we will not offer a complete platform for the market. However, we may develop dedicated solutions using our FD-SOI technologies for high volume requirements in the area of portable equipment.”
…
With regard to the decision to exit the joint venture Bozotti said: “This is extremely intense R&D. The dynamic of the wireless market is with increasing polarization in terms of key customers in this market. And also we are seeing an increasing trend of vertical integration of their activities including the design and manufacture of semiconductor chips,” Bozotti said.
Ericsson’s Management Hosts Strategic Way Forward For ST-Ericsson Conference (Transcript) [Seeking Alpha, March 18, 2013]
In April of 2012, last year, ST-Ericsson announced its strategic plan. And in October of 2012, Ericsson and ST together announced that we are, as parents, conducting a strategic review of the business plan and the future ownership structure of the joint venture. In — on December 10 of the last year, 2012, ST then makes an announcement that they intend to exit as a shareholder in ST-Ericsson. And then following that announcement, Ericsson, on December 20, announces to all of you that we have taken a decision to not acquire the full majority of ST-Ericsson. Now during a few months here in the beginning of the year, we have been exploring various strategic options for the ST-Ericsson assets, and that’s obviously the context of today’s call.
Key Points
- Ericsson and STMicroelectronics have agreed on a separation of the
company into three parts – Ericsson takes on thin modem operations
The aim that we have with this takeover is obviously to maximize the value. And also, we believe that the modems here have a good fit into the strategies of our company. ST-Ericsson, then, unfortunately will have to carry out the restructuring activity in the remaining — remainder of the joint venture, we’ll come back to that.
- Agreement aims to maximize assets and the future plans for both
parent companies as it relates to their respective strategies- ST-Ericsson to restructure current operations prior to separation
- The closing of the transaction is expected during Q3, subject to
regulatory approvals- Costs for implementing this strategic plan, including Ericsson’s part of
ST-Ericsson’s restructuring, is provided for in the provisions of SEK
3.3 B. taken in 2012
So how will this work? So if we look at the split-up of the joint venture, and we again start with Ericsson on the right-hand side of this slide: We take on the design, the development and the sales of the LTE multimode thin modems, and that includes, then, 2G, 3G and 4G multimode. This will be approximately 1,800 employees and contractors. The main sites will be Sweden, Germany, India and China. And we will then be financially responsible for this part of the JV from March 1, 2013.
On the ST side, they will take over the existing products in the JV other than the LTE modems, then, and then also all other related business as well as certain assembly and test facilities. This will be approximately 950 employees and with the main sites being France and Italy. And they will also then be financially responsible for that from 1st of March this year.
In the JV, then, they will — it will be then restructuring activity that have commenced today. And the remainder of the joint venture will then be, over time here, reduced and run down. And then also, we will look at selling the connectivity business. All in all, this is approximately 1,600 employees and contractors, and you’ll have around 200 of those being employees and contractors in the connectivity business. So this is the split-up of the JV.
Modems of Strategic Value for Industry
Ericsson takes control of the thin modem business targeting smartphones and tablets
– Significant amounts invested to establish industry leading technology and IP
– Leverage our heritage and investment in leading research, global standardization and industry leading infrastructure solutions- Thin modem architecture covers
– Low power, highly integrated multi-mode multiband modems for GSM/GPRS/EDGE, TDSCDMA, HSPA+, LTE (TDD/FDD), LTEAdvanced
– Widest array of frequency bands and a feature set that includes Single RF Chip Carrier Aggregation, VoLTE and IMS
First of all, we’ve said in the past that we believe that the modem assets have a strategic value to the wireless industry, so this is consistent with what we’re trying to explain here. We are taking over the thin modem business, and the target market is the smartphones and the tablets. We’ve invested significant amounts of money to establish this position from a product perspective, from a testing perspective and where we are with the thin modems today within the joint venture. This also leverages our heritage and the investment in our R&D standardization and in, of course, our leading infrastructure solutions.
In terms of the thin modem architecture and what it covers, we believe we have advantages on low power. It’s highly integrated multimode, multi-baseband, with a variety of GSM, GPRS, EDGE, TD, HSPA, LTE TDD/FDD and then LTE Advanced. So it’s very comprehensive. And of course, some of the other features that will — sets this apart: It’s a Single RF Chip Carrier Aggregation. It includes VoLTE and IMS.
Total Addressable Market
+400 m thin modem units in 2013 for smartphones/tablets- Best estimate of the market for thin modems is an ASP of approximately USD 13-18 in 2013.
- Ericsson aims to be top 3 in that market
- Connected devices: M2M, Modules (via industrial partners), and other data centric devices
- License business model towards ModAp market: +400 m ModAp market
… in terms of the market itself that we’re targeting. Again, focus on the thin modems, and we see over 400 million units on the thin modems in 2013. That’s the green area, and that’s growing at 10%. We see the average sales price of approximately $13 to $18. And it’s — our aspiration is to be in the top 3 in this market.
In addition, there are other markets to connected devices: machine-to-machine, modules, data-centric devices. And then of course, there’s an opportunity to move toward a license business model with the ModAp in the ModAp market. But we’re very clear: the thin modem is a — going to be our focus, it’s going to be a focused organization. And again, it’s a 400 million unit in 2013, moving to greater than 600 million, from a market perspective, in 2017.
…
Next Steps and Ambitions
If we then look at the next steps. So we will now obviously finalize the formal break-up of the JV. ST-Ericsson will carry out the necessary restructuring of what this will remain — will — what will remain in the JV, and then we will move on with the necessary approvals. We think that the break-up will be completed by the third quarter 2013.
If we look at the product portfolio, then. The modem 7450 will have a volume ramp-up in the first half of 2014. And then it will be — the follow-up product will be the M7500. That work — will have a volume ramp-up in the first half of 2015. When we look at these — we are excited about the modem company, obviously, and the thin modem products. We will look at success in an 18- to 24-month time frame. Again, as Doug mentioned, the — our ambition is to be top 3 in the thin modem market and, of course, that this segment should add to Ericsson overall profitability.
Introducing ST-Ericsson latest advanced LTE modem (This is a slideshow without audio) [STEricssonVideos YouTube channel, Feb 24, 2013] i.e. the M7450
[the previous transcript continued]
Question-and-Answer Session
…
So what we’ve been trying to tell you is that we take over the thin modem products, which is, today, it’s 7400 which the mass-market product will be 7450. The legacy modem products will all be with ST, so this is the thin modem business. And all the assumptions around the ramp-up and so forth is in this slide: We have — the first half of 2014 will be the volume ramp-up of 7450, first half of 2015 will be the ramp-up of M7500. So that’s the business that Ericsson is taking over. And it’s correct to assume that, this year, in 2013, we don’t think there will be a lot of revenue on these modems.
…
Q: … I guess I would have thought that, if your position in thin modem multimode LTE was that exciting and an established semis company might have been better positioned to leverage that. …
… we … think that the modem, thin modem, business has a strategic value for the industry. We think it’s important, with more alternatives. That is — obviously goes hand-in-hand with our company overall mission around the network society, 50 billion connected devices, and so forth. So from that point of view, I think the strategic intent is quite clear. I also think that we have been reviewing a lot of different strategic options. This, what we present today, is the best solution out of all the different options that we have looked at. And we are here today to really welcome the modem company into Ericsson. And we are also convinced that we will be able to add value to the industry, which we have been stating for, for quite some time now.
… first and foremost, we have a product, okay? That product is in the market. It‘s been trialed, so the development effort has been worthwhile. We also have customers. I also think that, Ericsson working with the modem company and other partners in the industry, we have a very important role to play when it comes to connecting the access points with the networks. And I think we have — I think we have a very good role to play in this, and also very skilled engineers. That kind of work together end to end.
Q: … you’ve said your ambition is to be a top 3 player in this market. So would this mean that you may have to raise your investments in this business going forward? And secondly, you mentioned good customer traction with your existing thin modems, but I believe 7400 was being sampled, too, last year. But you are essentially indicating that there will be no revenue for — from 7400 this year. So I mean, how does this change with 7450? Are you already seeing some customers signing up on the product?
… We have — first and foremost, what we will take over once this — we have gotten all of the regulatory approvals is a thin modem operation with around 1,800 employees and contractors. We think that — given the portfolio ambition and the sales ambition we have, that the resources we have in that unit will be sufficient to deliver on the ambitions. So that’s what we have said and that’s what we will repeat again.
Showcasing Thor M7400 at CES [STEricssonVideos YouTube channel, Jan 15, 2013]
[the previous transcript continued]
Just to start with the — as you say, the 7400, that has been in customer testing. It’s been in field operator testing in the past, first global field operator testing. The 7450 has always been our expected mass product. 7450 has a smaller footprint, carrier aggregation and a variety of different other attributes, but it’s based on the 7400 software that has gone through this testing. So we’ve had very positive feedback and interest on the 7400, in terms of the architecture, and certainly on the 7450 and our current plans and timelines that we have with the 7450.
Q: So basically, if I look at the market, most of your competition is moving towards an integrated model where you have baseband and apps processor, but it seems that you are trying to focus more on the modem technology. And I’m just trying to understand what do you — why do you think this strategy is going to be more successful than what your competition is doing. And also, basically, your ambition is to be a top 3 player in this market long term. Once we get there, what do you think would be the long-term profitability in this business?
What we’re doing is we have been a very focused team, just as Jan said. As we’ve made this split, it’s going to be a very focused, competent team that’s just focused on the thin modems. As we presented earlier, we believe there’s a big-enough market in the thin modem area. And certainly, our expertise is more on the modem side than the application processor side, and that’s where we want to put our focus and our strength.
… then on the profitability, I think that what we will — the way we will measure success here in this business will be — will obviously be around achieving a top 3 position in the thin modem market. We have talked about the size of that market in terms of 400 million units, approximately, for 2013; also with the ASP there of between $13 and $18. We also will measure success in getting high volumes of the 7450 modem. And then we will also measure success when this LTE thin multimode modem business adds to the Ericsson group profitability. So those are the first, I would say, midterm objectives. And as we have said before, we will measure this in an 18- to 24-months perspective, so that’s kind of the time frame. We are — we also, then, have given you an indication on the resources in the unit that we take over, and we have also said that we think that this will be sufficient for the product portfolio ambition and so forth. So I think we have given you quite a lot for you to model a possible break-even point and so forth of this business.
Q: I would like to start quickly on the — well, what you’re planning to do actually with the ModAp business. So STMicro told us this morning that they are planning to discontinue basically working on that. And you are now clearly focusing on making your same — standalone modem. But do you have the ambition to eventually license your IP so that other companies that don’t have the existing modem capabilities are able to do ModAp processors?
Yes. So our primary focus is going to be the thin modem product itself. We certainly will look at machine-to-machine connected devices and potential for licensing the thin modem to customers that have the application processor. And that’s probably where we are right now in terms of our business plan and our revenue models.
Q: … as you fairly mentioned, there’s only one company shipping such products today, but there is also a lot of roadmaps that we’ve seen from some other of your — some of your other new competitors now are planning to release this kind of products as well at the end of this year and early next year. So how do you expect that to play over the long term? Do you think you have something that already gives you a head start of 6 month or 1 year on this front?
… we feel very committed to this thin modem because we have been monitoring the progress of not only ours but our competition in terms of the attributes and the characters of the unique selling points. We’ve invested a lot in this thin modem. We’ve seen the test results and where we see going forward with the 7450. So we’re confident, but we also know it’s going to be a tough market. But as we said in the past 6 months, we believe this is an asset that’s important to the industry.
Q: … will it be treated as licensing revenues?
No.
Demonstrating 150Mbps with Thor M7450 [STEricssonVideos YouTube channel, Feb 27, 2013]
THOR M7450 – LTE ADVANCED [ST-Ericsson product microsite, Feb 24, 2013]
Bringing Carrier Aggregation to the mainstream market
With the roll out of LTE and LTE Advanced technologies, device manufacturers face a number of new challenges. Operators require terminals that support an increased number of frequency bands and consumers expect increased data speed and improved battery lifetime. Device makers, however, cannot compromise device design and will need modem solutions that can do more within the same footprint.
Carrier Aggregation is one of the most important features in LTE Advanced that helps to address these challenges. It overcomes the fragmentation of the frequency spectrum by using multiple component carriers to increase the transmission bandwidth and data rate for an individual user.
The Thor M7450 is a multimode multiband platform supporting Carrier Aggregation with a single chip RF transceiver and support for over 17 bands. The complete modem is a highly integrated two chip solution with integrated memory. It delivers download speeds up to 150Mbps and is based on the revolutionary architecture introduced in Thor M7400 which enables market-leading power consumption.
Thor M7450 solves the design challenges and adds a number of new features in a solution footprint which makes it possible for phone manufacturers add LTE advanced without increasing size.
HIGHLIGHTS
For global devices
LTE FDD/TDD, HSPA+, TD-SCDMA, GSM
Single radio transceiver with support for 17+ bands
A streamlined modem
Highly integrated two chip solution with integrated RAM and single chip RF Carrier Aggregation
Power efficient architecture
For all devices
Interfaces for data devices and smartphone application processors
Complete and pre-tested reference design
Thor M7450 Carrier Aggregation [STEricssonVideos YouTube channel, Feb 26, 2013]
THOR™ M7400 LTE AND HSPA+ [ST-Ericsson product microsite, Feb 15, 2011]
Paves the way for global LTE devices
The Thor™ M7400 is a new generation of multimode mobile broadband modem. It
supports the latest LTE and HSPA+ technologies. The small form factor and high power efficiency of the M7400 enable slim form factor smartphones, tablets and other mobile broadband enabled devices. The advanced multimode RF design offers new level of flexibility to support regional LTE FDD/TDD/HSPA bands in Asia, Europe and North America in combination with global HSPA/EDGE.
A breakthrough in modem architecture delivers an optimum combination of hardware acceleration, for lowest power consumption, and flexible execution in software allowing feature and performance enhancements in existing hardware.
Equipped with the latest communication interfaces it enables efficient integration between application processor and modem, including memory-less modem design when combining with an application processor.
HIGHLIGHTS
Truly global
LTE FDD/TDD, HSPA+, EDGE
Radio supporting up to 16 LTE/WCDMA/GSM bands
A streamlined modem
Smallest two-chip thin modem solution
Power efficient architecture
Highly integrated radio solution
For all devices
Interfaces for data devices and smartphone application processors
Memory-less modem design possible when combined with an application processor
Complete and pre-tested reference design
Making a CS fallback from LTE to 3G, and back again, while streaming video [STEricssonVideos YouTube channel, Feb 27, 2013]
CS-Fallback – An Introduction [WirelessMoves, Feb 19, 2012]
One approach to deploying LTE without packet switched voice call functionality at the beginning is to instruct mobile devices to use a 2G and 3G network when the user makes or receives a voice call and return to LTE afterwards. This solution is referred to as CS fallback and has been specified in 3GPP TS 23.272. As it’s likely that it will be deployed over time in quite a number of networks and used over many years, I thought I have once again a closer look at the specs and write a little primer about it. A little warning: This is somewhat of a propeller head post which requires some background knowledge on the circuit switched core network of GSM and UMTS and how LTE works.
…
International Roaming
As CS fallback is not a Voice over IP technology, it is likely that it will mostly be used in LTE networks before VOLTE becomes available. Furthermore, CS fallback can be used as a backup solution in roaming scenarios in which voice capable LTE devices are roaming in a foreign LTE network in which VOLTE is not available or in case no roaming agreement is in place for IMS voice services.
Pros and Cons of CS fallback
The main advantage of CS fallback is that it will enable network operators and device manufacturers to introduce LTE devices with a single cellular radio chip before VOLTE becomes available and network are deployed widely enough to prevent having to hand over the call to UMTS or GSM too often (how that is done is another story).
…
Summary
CS fallback sounds easy but from the description above I think it is quite clear that it is not quite that. A new interface to be implemented in the MSC software and the MME, the use of roaming retry functionality that is not used so far (please correct me if I’m wrong) and the new CS fallback flag in the location update message will keep network and device engineers busy for a while. A lot of effort for a “temporary” solution.
Making VoLTE [Voice over LTE] voice calls that last [STEricssonVideos YouTube channel, Feb 27, 2013]
What is VoLTE | Voice over LTE | Tutorial [Radio-Electronics.com, Feb 18, 2010]
The Voice over LTE, VoLTE scheme was devised as a result of operators seeking a standardised system for transferring voice traffic over LTE. Originally LTE was seen as a completely IP cellular system just for carrying data, and operators would be able to carry voice either by reverting to 2G / 3G systems or by using VoIP.
…
In many ways the implementation of VoLTE at a high level is straightforward. The handset or phone needs to have software loaded to provide the VoLTE functionality. This can be in the form of an App.
The network then requires to be IMS compatible.
While this may appear straightforward, there are many issues for this to be made operational, especially via the vagaries of the radio access network where time delays and propagation anomalies add considerably to the complexity.
See also: LTE / Voice calls and LTE / Enhanced voice quality [both in Wikipedia]
The world’s first dual mode high definition VoLTE [STEricssonVideos YouTube channel, Feb 26, 2013]
Company press releases
ST-ERICSSON UNVEILS ULTRAFAST THOR M7450 LTE ADVANCED MODEM WITH FIRST SINGLE RF CARRIER AGGREGATION SOLUTION [press release, Feb 24, 2013]
Thor M7450 Modem includes support for 150Mbps and an extensive number of frequency bands.
Barcelona, February 24, 2013 – Today at Mobile World Congress 2013, ST-Ericsson, a world leader in wireless platforms and semiconductors, announced the Thor™ M7450 LTE Advanced modem which uses a single radio for Carrier Aggregation. The M7450 supports all relevant 3GPP specified frequency bands having 10 flexible RF ports enabling 17 frequency bands or more in the same device. With this modem, ST-Ericsson significantly increases the number of LTE bands compared to devices currently on the market allowing device manufacturers to address a global market with less number of device variants.
With the roll out of LTE and LTE Advanced technologies, device manufacturers face a number of new challenges. Operators require terminals that support an increased number of frequency bands and consumers expect increased data speed and improved battery lifetime. Phone makers, however, cannot compromise device design and will need modem solutions that can do more in the same footprint.
“There is an ever increasing demand for mobile broadband access no matter where you are in the world, making the ability to efficiently handle data traffic a top priority for our customers and operators,” says Staffan Iveberg, Senior Vice President of Thor Modem Solutions for ST-Ericsson. “Next-generation modems need to combine extensive frequency band support to offer flexibility for operators and markets – all without increasing the modem size. ST-Ericsson is leading the way with the Thor M7450 LTE Advanced modem.”
Today, many operators only have 5 or 10 MHz bandwidth allocations in each frequency band for LTE which is insufficient for LTE Category 3 or 4 with data rates up to 100 or 150 Mbps. Carrier Aggregation allows bandwidth from two different frequency bands to be combined enabling higher data rates.
“With the Thor M7450, we are continuing to innovate in modem technology to bring increased download speed without compromising on size or power consumption,” continued Iveberg. “No one else is delivering a complete LTE Advanced modem that is both fast and power efficient in this compact size.”
The Thor M7450 is a two chip solution with integrated RAM to enable a compact size. The M7450 is designed in 28nm CMOS technology and builds on the revolutionary architecture introduced in Thor M7400 which delivers market-leading power consumption. It supports 3GPP Release 10, LTE category 4, with downlink speeds up to 150Mbps and VoLTE. With LTE-FDD, LTE-TDD, HSPA+, GSM and TD-SCDMA integrated in the same chipset, the M7450 addresses the need for a simple and cost effective solution for widespread global adoption of LTE devices.
The Thor M7450 is being demonstrated by ST-Ericsson in Barcelona this week and is currently sampling with customers.
For additional information, a white paper is available here.
CHANGING THE GAME: ST-ERICSSON UNVEILS NOVATHOR™ FAMILY OF SMARTPHONE PLATFORMS COMBINING ITS MOST ADVANCED APPLICATION PROCESSORS WITH THE LATEST GENERATION OF MODEMS [press release, Feb 15, 2011]
ST-Ericsson today announced three new application processors, the Nova A9600, A9540, A9500 together with two next generation modems the Thor M7400 and M7300 as well as two additions to its complete highly integrated smartphone platforms the NovaThor T5008 and U4500.
…
ST-Ericsson’s new Thor modems, the Thor M7400 and the Thor M7300, support the latest LTE and HSPA+ dual carrier technologies, while preserving backward compatibility with existing 3G/2G networks, in a small and highly-integrated radio solution that supports up to eight LTE/WCDMA/GSM frequency bands. These modems enable the development of truly global smartphones, tablets and many other mobile broadband-enabled devices.
…
The Thor M7400 can connect to 2G, 3G, TD-SCDMA, HSPA, HSPA+ dual carrier and LTE FDD/TDD networks. It offers peak download speeds of up to 100Mbps in LTE networks. The Thor M7400 supports voice calls via fallback to circuit-switched networks and via the VoLTE (Voice over LTE) standard, it is sampling Q2 2011.
ST-ERICSSON’S HIGH-PERFORMANCE MODEMS PAVE THE WAY FOR GLOBAL LTE DEVICES [press release, Feb 15, 2011]
… The Thor M7400 is the industry’s smallest and first two-chip LTE/HSPA+ modem, which also continues the low power consumption track record from ST-Ericsson’s market-leading HSPA+ modems. …
… “In Thor, ST-Ericsson’s engineers have achieved the optimum combination of hardware acceleration, for low power consumption, and execution in software, enabled by our in-house vector processing technology, which offers the flexibility to continuously add features and performance enhancements to existing chipset hardware,” said Jörgen Lantto, executive vice president, chief technology and strategy officer of ST-Ericsson. “Our radio solution is unique in that it supports the regional LTE FDD/TDD bands in use in Asia, Europe and North America, as well as HSPA/EDGE networks worldwide, allowing device manufacturers to offer truly global devices.”
The ThorM7400 and ThorM7300 modems are based on a common architecture, enabling ST-Ericsson and its customers to benefit from shorter time-to-market by re-using of modem certification and application processor interfaces across platforms, reducing time-to-market. The new Thor modems are also pin-to-pin compatible which enables customers to completely reuse their design across the two platforms. …
Available for operator testing and integration into devices from Q2 2011, the Thor M7400 modem can connect to 2G, 3G, TD-SCDMA, HSPA, HSPA+ dual carrier and LTE FDD/TDD networks. It offers peak download speeds of up to 100Mbps in LTE networks. The ThorM7400 supports voice calls via fallback to circuit-switched networks and via the VoLTE (Voice over LTE) standard.
…
ST-Ericsson developed high-performance vector processing (EVP) to efficiently handle complex computational tasks for all access standards. It is currently used in ST-Ericsson TD-SCDMA platforms.
ST-ERICSSON THOR M7400 MODEM SELECTED AS CES 2012 INNOVATIONS HONOREE [press release, Nov 8, 2011]
… The ST-Ericsson Thor M7400 4G multimode modem delivers the high power efficiency and compact footprint needed to enable sleek and slim form factor smartphones, tablets and other connected devices. The Thor M7400 is a groundbreaking multimode solution, supporting the latest LTE, HSPA+ and TD-HSPA mobile broadband technologies, and enables efficient integration between application processor and modem.
“The Thor M7400 sets a new standard for 4G multimode modems delivering extremely high data performance, low power consumption and size advantage over alternative solutions,” said Jörgen Lantto, executive vice president and chief technology officer at ST-Ericsson. “To further optimize its footprint, the Thor M7400 includes memory-less technology to optimally integrate with application processors in 4G mobile broadband devices. As a result, the Thor M7400 makes ultra-fast web browsing and high speed data connectivity ubiquitous, easy and reliable. We are proud to have our innovative product recognized by the Consumer Electronics Association.”
STMicroelectronics Announces Resignation of Didier Lamouche [STMicroelectronics press release, March 11, 2013]
STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the spectrum of electronic applications, announced today that Didier Lamouche, Chief Operating Officer, whose operational role was suspended when he took the assignment as President and Chief Executive Officer at ST-Ericsson in December 2011, has decided to resign from the company effective March 31, 2013 to pursue other opportunities.
“Over the past years Didier has brought his strong contribution to ST, initially as the Chief Operating Officer, and then taking the challenging task to lead ST-Ericsson” saidCarlo Bozotti, President and CEO of ST. “We thank him for his outstanding contribution and wish him all the best for his future”.
About STMicroelectronics
ST is a global leader in the semiconductor market serving customers across the spectrum of sense and power and automotive products and embedded processing solutions. From energy management and savings to trust and data security, from healthcare and wellness to smart consumer devices, in the home, car and office, at work and at play, ST is found everywhere microelectronics make a positive and innovative contribution to people’s life. By getting more from technology to get more from life, ST stands for life.augmented.
In 2012, the Company’s net revenues were $8.49 billion. Further information on ST can be found at www.st.com
ST-ERICSSON ANNOUNCES CHANGE IN EXECUTIVE MANAGEMENT [ST-Ericsson press release, March 11, 2011]
Following the STMicroelectronics’ announcement issued earlier today, ST-Ericsson, a joint venture of STMicroelectronics (NYSE:STM) and Ericsson (NASDAQ:ERIC), announced today that Didier Lamouche, president and chief executive officer, has decided to resign from the Company to pursue other opportunities.
Hans Vestberg, Chairman of the ST-Ericsson’s board of directors, said: “Didier Lamouche came into ST-Ericsson when the company was in a very challenging situation and has been instrumental in bringing the company to the point where it is more focused on strategy execution, a much lower breakeven point and positive momentum where the new LTE modem-based products are ready for market introduction this year. On behalf of ST-Ericsson’s board, I thank Didier for his strong contribution to ST-Ericsson.”
Lamouche will remain in his current position until March 31, 2013.
ABOUT ST-ERICSSON
ST-Ericsson is a world leader in developing and delivering a complete portfolio of innovative mobile platforms and cutting-edge wireless semiconductor solutions across the broad spectrum of mobile technologies. ST-Ericsson was established as a 50/50 joint venture by STMicroelectronics (NYSE:STM) and Ericsson (NASDAQ:ERIC) in February 2009, with headquarters in Geneva, Switzerland.
www.stericsson.com
www.twitter.com/STEricssonForum
ST-ERICSSON ANNOUNCES GLOBAL WORKFORCE REVIEW [ST-Ericsson press release, March 18, 2011]
ST-Ericsson, a joint venture (JV) of STMicroelectronics (NYSE:STM) and Ericsson (NASDAQ:ERIC), today announced a plan for a global workforce review, following the announcement made today by Ericsson and STMicroelectronics about the future of the joint venture.
The proposed key steps of agreement between the parent companies include each parent taking on parts of ST-Ericsson. It is proposed that Ericsson will assume approximately 1,800 employees and contractors, with the largest concentrations in Sweden, Germany, India and China. It is also proposed that ST will assume approximately 950 employees, primarily in France and in Italy, to support ongoing business and new products development within ST.
In addition, ST-Ericsson is pursuing external options for the future of the connectivity business, which employs around 200 employees worldwide.
In connection with the transfer of the majority of its workforce to the parent companies, ST-Ericsson will carry out restructuring of its current operations which could impact some 1,600 employees worldwide, out of which in a range of 500-700 are in Europe, including 400 to 600 positions in Sweden and 50 to 80 positions in Germany.
ST-Ericsson – with the support of both parent companies – will honor all obligations to employees, including those related to restructuring.
The proposed changes are subject to negotiations with work councils and employee representatives as required.
Ericsson and STMicroelectronics agree on strategic way forward for ST-Ericsson [STMicroelectronics press release, March 18, 2013]
Ericsson (NASDAQ:ERIC) and STMicroelectronics (NYSE:STM) today announced an agreement on the way forward for the joint venture (JV) ST-Ericsson. As communicated by the parent companies in December 2012, both have been working together toward a strategic solution for the JV. After months of intensive joint work, the parent companies have selected the strategic option which maximizes their respective future prospects and growth plans.
The main steps agreed upon to split up the JV are the following:
- Ericsson will take on the design, development and sales of the LTE multimode thin modem products, including 2G, 3G and 4G multimode
- ST will take on the existing ST-Ericsson products, other than LTE multimode thin modems, and related business as well as certain assembly and test facilities
- Starting the close down of the remaining parts of ST-Ericsson.
The formal transfer of the relevant parts of ST-Ericsson to the parent companies is expected to be completed during the third quarter of 2013, subject to regulatory approvals.
After the split up it is proposed that Ericsson will assume approximately 1,800 employees and contractors, with the largest concentrations in Sweden, Germany, India and China.
It is also proposed that ST will assume approximately 950 employees, primarily in France and in Italy, to support ongoing business and new products development within ST.
Today, it is also announced that Carlo Ferro is appointed President and Chief Executive Officer of ST-Ericsson, effective April 1, 2013. Ferro is currently Chief Operating Officer of ST-Ericsson and succeeds Didier Lamouche who, as previously announced, will pursue opportunities outside the company. Ferro will lead the work in securing both business continuity of ST-Ericsson and effective completion of the transition phase.
Hans Vestberg, President and CEO, Ericsson and Chairman of the Board of Directors, ST-Ericsson said: “I welcome Carlo Ferro as the new President and CEO of ST-Ericsson. Carlo has over twenty years of experience in the semiconductor industry and a strong track record in driving and managing complex transformation projects. He has been a contributor to the solid progress ST-Ericsson has made the past year in terms of strategy execution and significantly lowering the breakeven point.”
“In line with what we announced in December last year, we have now moved to the next step of our exit process and found a solution with Ericsson that fully aligns with our new strategy”, said Carlo Bozotti, President and CEO of ST. “The agreement made with Ericsson represents a major step forward in reaching our new financial model target and allows us to further strengthen the skillsets of our company, by welcoming in ST, at completion, additional strong competences to fuel growth in specific key product areas. Moreover, it protects and leverages the ongoing ST-Ericsson’s business, allowing us to reinforce our relationships with key customers, both of ST and of ST-Ericsson”.
With the proposed transfer of competencies from ST-Ericsson, ST will further strengthen its capabilities in the areas of application processors, RF, analog and power as well as software and complex system integration. In addition, ST-Ericsson’s portfolio includes devices that are complementary to ST’s focus on the fastest growing segments of the wireless semiconductor market, such as system-optimized analog mixed signal and power management devices, high-quality, low-power audio and video enhancements and innovative energy harvesting solutions.
The agreement is fully in line with ST’s financial model target of an operating margin of 10 percent or more and with plans to reduce quarterly net operating expenses to an average quarterly rate in the range of $600 million to $650 million by the beginning of 2014.
In addition, as a result of the agreement, ST expects to incur cash costs, including the covering of ST-Ericsson’s ongoing operations during the transition period and its restructuring costs, in the range of approximately $350 million to $450 million, narrower than the range provided at the end of January 2013.
Linux client market share gains outside the Android? Instead of gains will it shrink to 5% in the next 3 years?
The Linux Foudation quite proundly referred to ReadWriteMobile: The ‘Year of the Linux Desktop’? That’s So 2012 [Feb 3, 2013]
For those Linux enthusiasts still pining for the mythical “Year of the Linux Desktop,” the wait is over. In fact, it already happened. In 2012 Microsoft’s share of computing devices fell to 20% from a high of 97% as recently as 2000, as a Goldman Sachs report reveals [”Clash of the titans” downloadable from here, dated Dec 7, 2012]. While Apple has taken a big chunk of Microsoft’s Windows lead, it’s actually Google that plays Robin Hood in the operating system market, now claiming 42% of all computing devices with its free “Linux desktop” OS, Android.
Read more at ReadWriteMobile.
from which I will include here the following chart:
for which Goldman Sachs commented as:
The compute landscape has undergone a dramatic transformation over the last decade with consumers responsible for the massive market realignment. While PCs were the primary internet connected device in 2000 (139mn shipped that year), today they represent just 29% of all internet connected devices (1.2bn devices to ship in 2012), while smartphones and tablets comprise 66% of the total. Further, although Microsoft was the leading OS provider for compute devices in 2000 at 97% share, today the consumer compute market (1.07bn devices) is led by Android at 42% share, followed by Apple at 24%, Microsoft at 20% and other vendors at 14%.
Note from Goldman Sachs: Microsoft has gone from 97 percent share of compute market to 20 percent [The Seattke Times Dec 7, 2012]:
I asked Goldman Sachs about what happened in the 2004-2005 time frame — as seen in the above chart — that made Apple’s vendor share jump, Microsoft’s share plummet and the “other” category to go from zero to 29 percent. Goldman Sachs replied that it has to do with more mainstream adoption of non-PC consumer computing devices but declined to elaborate beyond that.
Microsoft was put into the “Challenged” category (along with Google BTW) by Golmann Sachs noting that:
… we estimate that Microsoft would have to sell roughly 5 Windows Phones or roughly two Windows 8 RT tablets to offset the loss of one traditional Windows PC sale, which we estimate has an overall blended selling price of $60 for business and consumer.
but a kind of more positive than negative outlook was predicted for the company by
… we expect the recent launches of Windows Phone 8 and Windows 8 tablets to help the company reclaim some share in coming years.
Apple, at the same time, was into the “Beneficiaries” category (along with Facebook and Samsung BTW) by Goldmann Sachs for the reason of:
… we believe loyalty to the company’s ecosystem is only increasing and this should translate into continued growth going forward. In particular, we see the potential for Apple to capture additional growth as existing iOS users move to multiple device ownership and as the company penetrates emerging regions with new devices such as the iPad miniAAPL and lower priced iPhones. As a result, we believe Apple’s market share in phones has room to rise much further, and that its dominant tablet market share appears to be more resilient than most expect. We expect these factors to continue to drive the stock higher.
This is, however, not going to happen if taking a judgement from the stock market reflections since then with 13.7% drop in Apple’ share price vs. that of Dec 7 (the report publishing date) and a whopping 34.5% drop vs. its last peak on Sept 19, 2012 (at $702.1):
source: Yahoo! Finance
Why Did $AAPL Stock Go Down After Beating Earnings Estimates And $AMZN Stock Go Up After Missing? [Techcrunch, Jan 29, 2013] had the following explanation:
The moves in different directions for Amazon and Apple have been about expectations and guidance. Wall Street has higher expectations for Apple and ‘different’ expectations for Amazon. Wall Street wants Apple’s ‘gross margins’ to grow. They don’t expect Amazon’s ‘profits’ to grow. It sounds silly, but if Apple has reported lower profits and a huge gross margin increase the stock might have shot up. If Amazon had reported record profits today on decreasing margins, Wall Street might have panicked.
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Wall Street has stopped caring about Apple’s profits today. They were displeased with forward guidance. Growth rates have slowed measurably at Apple which is understandable for a company of its’ size. Wall Street is worried that growth is slowing and competition from Google and Samsung are taking a toll. Apple has given Wall Street so many wonderful surprises so magic has become the norm. Now that Apple is boring, they have run for the hills.
That moode didn’t change even after Apple CEO Tim Cook was trying to assure investors at the Goldman Sachs Internet and Technology Conference on Feb 12, just a week ago. Read the Wrap up: Apple CEO Tim Cook’s Goldman Sachs Conference keynote [AppleInsider, Feb 13, 2013] from which I will quote only the following excerpts as the most notable ones:
Cook went on to say that introducing a “budget device” was not something Apple would be comfortable with, and instead pointed to the strategy seen with the iPhone lineup. In that model, new variants like the iPhone 5 are sold at the highest price while preceding versions like the iPhone 4S and iPhone 4 are sold at discounted rates.
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According to Cook, the iPad is “the poster child of the post-PC revolution” and has driving the push to tablets since its introduction in 2010.
While Apple’s tablet has been the downfall for a number of PC alternatives, such as netbooks, the device is also said to be hurting the company’s own Mac computer sales. During the last quarter of 2012, Mac sales dropped 22 percent year-to-year on low demand and supply constraints. Apple’s iPad business, however, grew by nearly 50 percent over the same period.
“The cannibalization question raises its head a lot,” Cook said. “The truth is: we don’t really think about it that much. Our basic belief is: if we don’t cannibalize, someone else will. In the case of iPad particularly, I would argue that the Windows PC market is huge and there’s a lot more there to cannibalize than there is of Mac, or of iPad.”
Cook noted that burgeoning markets like China and Brazil will be major players in future growth, and the company is banking on its ability to draw customers in to the Apple ecosystem with “halo products.”
“Through the years, we’ve found a very clear correlation between people getting in and buying their first Apple product and some percentage of them buying other Apple products.”
At the same conference Microsoft, similarly to Apple, declared a ‘no change’ strategy despite of the obvious failure of its Windows 8 and Windows Phone efforts so far. In the No “Plan B” for Microsoft’s mobile ambitions: CFO [Reuters, Feb 13, 2013] report one can read:
“We’re very focused on continuing the success we have with PCs and taking that to tablets and phones,” Microsoft’s Chief Financial Officer Peter Klein said
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“It’s less ‘Plan B’ than how you execute on the current plan,” said Klein. “We aim to evolve this generation of Windows to make sure we have the right set of experiences at the right price points for all customers.”
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Gartner estimates that Microsoft sold fewer than 900,000 Surface tablets in the fourth quarter, which is a fraction of the 23 million iPads sold by Apple. Microsoft has not released its own figures but has not disputed Gartner’s.
Windows phones now account for 3 percent of the global smartphone market, Gartner says, which is almost double their share a year ago but way behind Google’s Android with 70 percent and Apple with 21 percent.
To grab more share, Klein said Microsoft was working with hardware makers to make sure Windows software is available on devices ranging from phones to tablets to larger all-in-one PCs.
“It’s probably more nuanced than just you lower prices or raise prices,” said Klein. “It’s less a Plan B and more, how do you tweak your plan, how do you bring these things to market to make sure you have the right offerings at the right price points?”
So the last 3 months went against Goldmann Sachs’ November 2012 predictions. The only question now remains whether those 3 months brought any changes in the non-Apple and non-Microsoft territories which would question other parts of the Goldmann Sachs’ forecast as well?
There were no negative changes just strengthening of the already established dominant position against both Apple and Microsoft:
1. Mainstream tablets 7-inch at US$199, say Taiwan makes [DIGITIMES, Feb 19, 2013]
Google’s Nexus 7 and Amazon’s Kindle Fire HD have reshuffled the global tablet market and consequently 7-inch with a price cap of US$199 has become the mainstream standard for tablets, according to Taiwan-based supply chain makers.
Cumulative sales of the Nexus 7 have reached six million and are expected to reach eight million units before the expected launch of the second-generation model in June 2013, the sources said. The Nexus 7 and Kindle Fire have driven vendors to develop inexpensive 7-inch tablet models instead of 10-inch ones, the sources indicated.
In order to be as reach US$199, 7-inch tablets are equipped with basic required functions such as access to the Internet and watching video, the sources noted. While Google, Amazon, Samsung Electronics and Asustek Computer are competitive at US$199 for 7-inch tablets, white-box or other vendors need to launch 7-inch models at lower prices such as US$149, the sources said. Fox example, China-based graphics card vendor Galaxy Microsystems has cooperated with Nvidia to launch a 7-inch tablet in the China market at CNY999 (US$160).
2. Digitimes Research: 68.6% of touch panels shipped in 4Q12 from the Greater China area [DIGITIMES, Feb 19, 2013] meaning that in supply chain terms there is a growing concentration on suppliers not only from Greater China but especially from mainland China:
Taiwan- and China-based touch panel makers held a 68.6% global market share for touch panels shipped during the fourth quarter of 2012, according to Digitimes Research.
China-based panel makers saw the biggest share in the handset touch panel market during the fourth quarter due to smartphone demand in China, while Taiwan-based panel makers only held a 27.5% share in the market largely due to lower-than-expected sales of the iPhone 5, said Digitimes Research.
In terms of touch panels used in tablets, Taiwan-based panel makers saw a drop in their global market share to 59.9% during the period largely due to the iPad mini using DITO thin-film type touch screens provided from Japan-based touch panel makers. China-based panel makers meanwhile held 18.6% in the market due to demand for white-box tablets in China, added Digitimes Research.
Meanwhile, Digitimes Research found that Taiwan-based TPK provided 70.9% of all touch panels used in notebook applications in 2012.
3. Touch Panel Market Projected for a 34% Growth in 2013 from 2012 [Displaybank, sent in a newsletter form, Feb 19, 2013] published to promote Touch Panel Market Forecast and Cost/Issue/Industry Analysis for 2013 [Jan 30, 2013]
The touch panel market is growing rapidly due to the increasing sale of smartphones and tablet PCs. The touch panel market size in 2012 was 1.3 billion units, a 39.4% growth over 2011. The market is projected to grow 34% in 2013, growing to more than 1.8 billion units.
Touch Panel Market Forecast (Unit: Million)
(Source: Displaybank, “Touch Panel Market Forecast and Cost/Issue/Industry Analysis for 2013”)
Smartphone and tablet PCs, major applications that use touch panels, are expected to continue to grow at a high rate. In addition, most IT devices that use display panels have either switched to or will start using the touch panels soon. Therefore the touch panel market will show a double digit growth annually until 2016, by unit. The market size is expected to reach more than 2.75 billion units by 2016.
With the explosion in the sale of smartphones and tablet PCs during the past few years, our lives have changed dramatically. They are now common place in our lives, and have a huge influence in the IT industry in general. With the introduction of Windows 8 OS in October 2012, upsizing of touch panels has begun. The impact of this event on the immediate growth of the touch panel market and the long-term effect is so immense that it cannot be estimated at the moment.
The financial crisis that started in 2008 left much of the IT industry hobbling worldwide. But only the touch panel market is enjoying a boom. Many new players are pouring into the industry, and those on the sidelines are waiting for the opportune moment to enter. As more players enter the competitive landscape, touch panel prices are falling rapidly. In addition, to gain competitiveness and to differentiate itself in the market has led players to develop and improve structure, technique and process, and seek out new materials.
The introduction of Windows 8 is leading the increase in touch capable Notebook and AIO PCs. It is still too early for the touch interface to completely displace keyboard and mouse, but the touch functionality does add convenience to some operations. We are sure to see an increase in specialized apps that capitalize on such functions. Therefore, touch functions will complement traditional input methods. As the technology is still in early implementation stages, it is used only in select high-end Ultrabooks. But it’s only a matter of time before touch functions make its way to mid-end products.
Forecasting the future of touch panel industry is not only difficult, but also outright confusing in the current landscape due to the rapid expansion; the increase in number of devices that use touch panels; more players in the market; and rapid development of new products and new processes. In serving clients, Displaybank has released “Touch Panel Market Forecast and Cost/Issue/Industry Analysis for 2013” to provide industry outlook by application, product, and capacitive touch structure. The report also includes the supply chain of set makers and touch panel manufacturers; and cost analysis of major capacitive touch panels by size and type. This report will serve as a guide to bring clarity and understanding of rapidly transforming touch panel industry.
4. Cheaper components could allow 7-inch tablets priced below US$150, says TrendForce [DIGITIMES, Dec 14, 2012]
Viewing that Google and Amazon have launched 7-inch tablets at US$199, other vendors can offer 7-inch tablets at below US$150 only by adopting cheaper components, according to Taiwan-based TrendForce.
As panels and touch modules together account for 35-40% of the total material costs of a 7-inch tablet, replacing the commonly used 7-inch FFS panels with 7-inch TN LCD panels accompanied by additional wide-view angle compensation could save over 50% in panel costs, TrendForce indicated. In addition, replacing a G/G (glass/glass) or OGS (one glass solution) touch module with a G/F/F (glass/film/film) one, although inferior in terms of transmittance and touch sensitivity, can cut costs by about 70%. Thus, the adoption of a TN LCD panel and a G/F/F touch module for a 7-inch tablet could reduce material costs by about US$25, TrendForce said.
Given that the type of DRAM affects standby time only as far as user experience is concerned, costs can be reduced through replacing 1GB mobile DRAM priced at about US$10 with 1GB commodity DRAM priced at about US$3.50, TrendForce noted. As for NAND flash, 8GB and 4GB eMMC cost US$6 and US$4, respectively, and therefore the latter should be the preferred choice to save costs.
For CPUs, China-based IC design houses, including Allwinner Technology, Fuzhou Rockchip Electronics, Ingenic Semiconductor, Amlogic and Nufront Software Technology (Beijing), provide 40-55nm-based processors at about US$12 per chip which could be alternatives to chips used in high-end tablets which cost about US$24, TrendForce indicated.
While the sales performance of tablets below US$150 is yet to be seen, such cheap models are expected to put pressure upon China-based white-box vendors, and in turn intensify price competition in the tablet market in 2013, TrendForce commented.
5. Strong demand from non-iPad tablet sector to boost short-term performance of IC vendors [DIGITIMES, Jan 28, 2013]
Demand for IC parts from the tablet industry in China has been stronger than expected in the first quarter of 2013, which could help boost the short-term performance of IC design houses, while offsetting the impact of slow demand from China’s smartphone sector caused by high inventory levels, according to industry sources.
Entry-level tablets meet market demand in terms of pricing and functionality, particularly in China, said the sources, adding that demand for entry-level tablets in China and other emerging markets could top 4-5 million a month in 2013 compared to 2-3 million in the second half of 2012.
MediaTek, while seeing demand for its handset solutions from China decrease in the first quarter of 2013, has also enjoyed emerging IC demand from the tablet sector, with plans to release chipset solutions for the segment in the second quarter of the year, the source revealed.
Since the growth momentum for tablets in 2013 is expected to come from non-iPad vendors in China and other emerging markets, Taiwan-based suppliers of LCD driver, analog and touch-controller ICs as well as those of Wi-Fi, audio and Bluetooth chips will benefit from the trend thanks to cost advantages and strong business ties in these markets, the sources commented.
6. Allwinner A31 SoC is here with products and the A20 SoC, its A10 pin-compatible dual-core is coming in February 2013 [Dec 10, 2012] and The upcoming Chinese tablet and device invasion lead by the Allwinner SoCs [Dec 4, 2012], both from my own separated trend tracking site devoted to the ‘Allwinner phenomenon’ coming from mainland China and having the potential of drastically altering the 2013 device market (not taken into account at all by Goldmann Sachs report):
that already resulted in huge growth of the mainland China Android tablet manufacturing in 2012, as well shown by this chart:
which has already fundamentally affected the worldwide tablet market in 2012:
7. What Allwinner started in 2012 with the single core A10/A13 SoCs and which was further boosted by the quad-core Cortex-A7 A31 SoC on Dec 5, 2012 with the release of Onda V972 and V812 tablets (for US$ 208 and US$144 respectively) is an incredible strategic inflection point for the whole ICT industry, which ALL SoC vendors should compete with. Rockchip shown as the #2 on the mainland China market just followed the suite:
8. Now the most ambitious external challenger Marvell Announces Industry’s Most Advanced Single-chip Quad-core World Phone Processor to Power High-performance, Smartphones and Tablets with Worldwide Automatic Roaming on 3G Networks [press release, Feb 19, 2013] which is going to add to the competition the integrated on the SoC 3.5G modems:
Marvell’s PXA1088 is the industry’s most advanced single-chip solution to feature a quad-core processor with support for 3G field-proven cellular modems including High Speed Packet Access Plus (HSPA+), Time division High Speed Packet Access Plus (TD-HSPA+) and Enhanced Data for GSM Environment (EDGE).
The Marvell PXA1088 solution incorporates the performance of a quad-core ARM Cortex-A7 with Marvell’s mature and proven WCDMA and TD-SCDMA modem technology to provide a low-cost [elsewhere stated by Marvell that this SoC is for the phones space in the “$100 range”] 3G platform for both smartphones and tablets. The advanced application processor technology of the PXA1088 enables a breakthrough end user experience for multimedia and gaming applications with universal connectivity. Marvell’s complete mobile platform solution includes the Avastar® 88W8777 WLAN + Bluetooth 4.0 + FM single-chip SoC and the L2000 GNSS Hybrid Location Processor, and an integrated power management and audio codec IC.
Marvell’s PXA1088 is backward pin-to-pin compatible with its dual-core single-chip Unified 3G Platform, the PXA988/PXA986, enabling device partners to upgrade their next-generation mobile devices to quad-core without additional design cost.
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Currently, the PXA1088 platform is sampling with leading global customers. Products based on this platform are expected to be commercially available in 2013 [elsewhere stated by Marvell that “We’ll start seeing PXA1088-based phones in the first half of this year”].
9. Yesterday we had two significant advancements described in the Ubuntu and HTC in lockstep [Feb 19, 2013] post here. Especially the Ubuntu related part is remarkable as first time we had a new platform which can span the whole spectrum of devices: from smartphones, to tablets, to desktops, to TVs – actually all from a smartphone capability expanded via docking and other means to a screen, to a TV, a keyboard, and a mouse. This is certainly an extreme case of the new Ubuntu capability which can have implementation in different devices as well. Even in that case, however, the source and binary codes could be the same. This is also cleverly using the already well established Android drivers and Android Board Support Package (BSP) infrastructure of the most cost-efficient ARM SoC vendors. Note that this is furthest from any “license violation” attacks as the original OHA terms and conditions are stating the Apache V2 licencing which:
The Apache license allows manufacturers and mobile operators to innovate using the platform without the requirement to contribute those innovations back to the open source community. Because these innovations and differentiated features can be kept proprietary … Because the Apache license does not have a copyleft clause, industry players can add proprietary functionality to their products based on Android without needing to contribute anything back to the platform. As the entire platform is open, companies can remove functionality if they choose.
10. Finally today came Google Glass: showing how radically the user experience might be changing in the next 2-3 years:
More information: Google Glass – Home [Feb 20, 2013] where it is also possible to grasp its wonderful, non-intrusive seign like this:
Conclusion: There are even more uncalculated by Goldmann and Sachs advancements in the non-Apple and non-Microsoft spaces than in Apple and Microsoft ones. Just in these 3 months! Therefore it would be ridiculous if Goldmann and Sachs’ “consumer compute platform share” forecast as shown in the chart above will be fullfilled!
Allwinner vis-à-vis HTC on 2013 International CES
Allwinner has launched its latest quad-core application processor A31 in December 2012 and will create another legend in the consuming world.
If you would like to know more about A31, please schedule a meeting with us at CES 2013 via Eva.wu@allwinnertech.com.
Booth No:MP40016
Booth Map:http://www.mapyourshow.com
You could already have all the necessary information from my special posts given in a newly created blog about the ‘Allwinner phenonmenon’:
– Allwinner A31 SoC is here with products and the A20 SoC is coming [Dec 10, 2012]
– Is low-cost enough for global success? [Dec 5, 2012]
– The upcoming Chinese tablet and device invasion lead by the Allwinner SoCs [Dec 4, 2012]
– $40 entry-level Allwinner tablets–now for the 220 million students Aakash project in India [Dec 4, 2012] from this alone 220 million additional tablets would have been delivered from 2013 to 2016
– USD 99 Allwinner [Nov 30, 2012]
– It’s a Strategic Inflection Point [Dec 1, 2012]
This is the most dramatic disruption in the whole history of ICT, what I am calling the ‘ALLWINNER PHENOMENON’ (or ‘Allwinner et al phenomenon’ sometimes when including Allwinner’s internal mainland China competitors such as Rockchip into account as well). EVERYBODY SHOULD BE AWARE of the fact, however, that even in the latest forecasts by bigname ICT market researchers the ‘Allwinner phenomenon’ is not taken into account at all. The two very recent reports from IDC given as updates in my 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% [this ‘Experiencing the Cloud’ blog, Nov 20 – Dec 10, 2012] are the latest examples of that fact. So, keep that in mind as the ‘Allwinner phenomenon’ will add hundreds of millions to those forecasts starting as early as in 2013. Especially the numbers for the tablets will be affected.
I personally would be most curious about the Windows 8 (rather Windows RT obviously) support on the Allwinner A31 SoC as already indicated on the A31 product page. Maybe HTC will be the first company bringing out a product based on that?
I would not be surprised at all if HTC will bring out double, x86/64 and ARM platform based products for the portable PC and the tablet markets (using IDC terminology) by marrying the A31 SoC with VIA Technologies current 40nm VIA Nano X2 dual-core x86/64 chip, based on the still state-of-the-art (that is much better than the current Atom) Isaiah/CN micro architecture CPU core from its subsidiary Centaur Technology. You can find all related information about the latter in my earlier post on this blog:
– Can VIA Technologies save the mobile computing future of the x86 (x64) legacy platform? [Nov 23, 2012]

This whole story will end in section 7. with the even more dramatic development of a PCMCIA card (or as was renamed 
Unit: Million of units

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.
… [Till] June 2005 Zhao Guangmin has been Actions’ general manager, [then] since June 

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