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Qualcomm’s new partnership with Nokia

Follow-up:
Nokia Lumia (Windows Phone 7) value proposition [Oct 26, 2011]
Note: The “affordable” Nokia Lumia 710 is the one produced by Compal (the 800 is by Nokia itself). Snapdragon S2 MSM8255 @ 1.4GHz is used in both models.

From being an enemy to being a partner [China Daily, Aug 4, 2011]

Paul Jacobs, chairman and chief executive officer of Qualcomm Inc, said the biggest challenge for him since he took over the company in 2005 was to turn Qualcomm from an enemy disliked by many industry players to a popular and amiable partner.

The company, which was founded by his father, Irwin Jacobs, in the United States city of San Diego in 1985, had been known for providing support for a digital wireless technology named Code Division Multiple Access (CDMA).

Unlike his father, who closely focused on CDMA technology, the son has a much broader vision and he strongly believes in the upcoming mobile Internet, in which cell phones are going to be the devices that everybody uses and connects to the Internet.

The idea has driven Jacobs junior to expand his father’s business into two major parts – mobile phone chipset production and patent licensing. The patent licensing includes CDMA technology and European-adopted technology Wideband Code Division Multiple Access (WCDMA).

Jacobs said he has witnessed some critical changes in the past six years. Instead of being caught up in lawsuits concerning intellectual rights, which used to be a common occurrence, companies have begun to regard Qualcomm as a good partner.

“Partnership was the thing we were missing,” he said in an exclusive interview with China Daily. It was great that Qualcomm had been known for two thingsinnovation and execution– because the company would come up with new things and would deliver qualified chips on time.

However, many companies didn’t like Qualcomm because it imposed high intellectual property royalties on its products. “They felt like they were our hostages. They didn’t like us. They resented us,” Jacobs recalled.

So in the first all-hands meeting after the son took the helm in 2005, he got up and said: “We are going to be known for three thingsinnovation, execution, and partnership.”

The company seemed to benefit from the decision and win back partners. Qualcomm and Nokia Corp, the world’s biggest mobile phone maker by volume, had fought for years over intellectual property disputessince Jacobs started to act as CEO.

Now the two companies have settled the lawsuits and are working together in San Diego to develop Nokia’s first smart phone running on a Windows platform.

Nokia Corp’s chief executive officer, Stephen Elop, said Qualcomm would be “an important partner” as his company is about to enter the Windows phone era.

“But Nokia still has a general strategy that we would like to have multiple partners for critical components,” Elop said at the Nokia Connection 2011 event in Singapore in June.

Jacobs said he is “very excited about that opportunity”, as Nokia eventually paved the way to adopt Qualcomm’s chips. “Our relationships are good and I think they will be even better when the first batch of Nokia phones starts to come out.”

Currently, all nine Windows phone models in the world’s markets are powered by Qualcomm’s Snapdragon chips, said the company.

“Qualcomm has the lead position on Windows Phone and it will take its competitors time to get up to speed on that operating system,” Jon Erensen, research director of Gartner’s mobile handset and consumer electronic semiconductors, wrote in an email to China Daily.

Qualcomm also sees good partnerships growing in the Chinese market, as China contributed the biggest revenue share of 29 percent in the company’s 2010 fiscal year, surpassing South Korea.

In China, the most important strategic alliance for Qualcomm is China Telecom Corp Ltd, the smallest telecom carrier of the country. The operator took the 3G license in 2009and runs a CDMA network in China.

China’s CDMA industry chain has flourished since 2009. Wang Xiaochu, general manager of China Telecom Corp Ltd, said the toughest time for China’s CDMA terminal industry chain had passed, since the market volume grew to 41.9 million units in 2010 from 7.67 million mobile phones in 2008.

China Telecom expects to sell more than 60 million CDMA mobile phones in 2011 and, by mid-June, about 25 million units had already been shipped.

“China Telecom is really where the center of the CDMA universe is now. It used to be more North American focused. Now I think it’s much more about China and Asia,” Jacobs said.

Qualcomm could be one of the companies that benefits most from China’s booming CDMA industry, since the company dominates the world’s CDMA chip market.

Meanwhile, the company has also cooperated with China Unicom to help produce WCDMA handsets.

Qualcomm’s relationship with China Mobile Ltd, the world’s biggest telecom carrier with more than 600 million subscribers, was relatively weak in the past. China Mobile adopted GSM technology in the 2G era and home-grown TD-SCDMA technology in the 3G era. Qualcomm had few products supporting these standards.

But Jacobs said his company’s latest chips, such as dual-core MSM 8960, are about to support various international telecommunication standards, including TD-LTE technology, which China Mobile is actively promoting.

Since China is now the world’s biggest mobile phone production country and mobile phone market, Qualcomm would really like to build up its partnerships with Chinese carriers and mobile phone makers here, the CEO added.

Wang Yanhui, secretary-general of the China Mobile Phone Alliance, said Qualcomm had signed patent licensing agreements with more than 50 mainland handset manufacturers and is setting up a research and development team of roughly 1,000 people in Shanghai.

Domestic handset makers, such as Huawei Technologies Co Ltd and ZTE Corp, are all in good relationships with Qualcomm. Jacobs expected these Chinese companies to achieve a similar success with South Korea companies such as LG Corp and Samsung Electronics Co Ltd.

Jacobs said it was very interesting in China that because China issued 3G licenses relatively later than other countries, Chinese mobile phone makers had built up an export market first.

“Then they come back to China’s 3G market with rich experience. That’s going to help them to achieve a greater success.”

In addition to providing high-end chips, which run at a fast speed and have rich functionality, Qualcomm also focuses on low-end mobile chips aimed for the mass market.

“We are driving the price down at that low endto get the mass market smart phone because we really believe that providing mobile broadband very widely to a lot of people is important, not just because of the good business for us, but because it also improves people’s lives,” he added.

Qualcomm’s move to further cut the low-end mobile phone chips could apply more pressure on some Taiwan-based chip makers, such as MediaTek Inc, but the hundreds of small- and medium-sized mobile phone manufacturers in China would benefit from the competition.

Qualcomm’s global annual revenue rose to $11 billion in fiscal year 2010 from $7.53 billion in 2006. The company shipped 207 million MSM chips in fiscal year 2006, and the figure increased to 399 million in fiscal year 2010.

Qualcomm Signs MOU with China’s Ministry of Information Industry for CDMA [Dec 4, 2000]

The MOU confirms MII’s support of Qualcomm’s Framework Agreement with China Unicom dated January 28, 2000, pursuant to cooperation between China and Qualcomm in developing CDMA technologies. This MOU also supports the deployment in China of a nationwide network based on CDMA technology with continued migration to advanced CDMA technology supporting higher data rates. With over 70 million mobile communications subscribers, China has become the second-largest and fastest-growing mobile market in the world. Qualcomm’s MOU with MII has laid down the foundation of long-term cooperation between Qualcomm and China’s information industry.

Qualcomm Announces Signing of Commercial License for CDMA Network Products with Huawei Technologies [Nov 1, 2001]

Under the terms of the royalty-bearing license agreement, Qualcomm has granted Huawei a license under Qualcomm’s CDMA patent portfolio to develop, manufacture and sell cdmaOne™ and third-generation (3G) CDMA2000 1X/1xEV network equipment. The license grants Huawei the right to use Qualcomm’s patented technology and chipsets to make and sell cdmaOne and CDMA2000 1X equipment in China and worldwide.

Qualcomm Enters into CDMA Subscriber Unit and Infrastructure License Agreements with 11 Chinese Manufacturers [Jan 23, 2002]

… making a total of 17 domestic Chinese telecommunications equipment manufacturers that are now licensed by Qualcomm. Under the terms of the worldwide royalty-bearing license agreements, Qualcomm has granted these Chinese manufacturers licenses under Qualcomm’s CDMA patent portfolio to develop, manufacture and sell cdmaOne™ and third-generation (3G) CDMA2000 1X/1xEV-DO subscriber unit and/or infrastructure equipment.

China Unicom Announces the Signing of a Detailed Agreement with China Telecom on the Disposal of its CDMA Business [July 28, 2008]

Previously, on 2 June 2008, Unicom announced that it had entered into a CDMA Business Framework Agreement with China Telecom. On that same day, Unicom announced that it planned to merge with China Netcom Group Corporation (Hong Kong) Limited (“Netcom”) (HKSE: 0906, NYSE: CN).

The total consideration, payable in cash to Unicom by China Telecom, remains unchanged at RMB43.8 billion (approximately HK$50.1 billion [US$6.3B]) and Unicom expects to realise an estimated net gain before tax of approximately RMB37.6 billion (approximately HK$42.9 billion). The net proceeds from the disposal are expected to be used by Unicom for the expansion of its GSM network coverage, the improvement of GSM customer service and the enhancement of IT support systems and platforms for value-added services, in order to lay a solid foundation for the introduction of 3G services. The net proceeds will also fund the Unicom’s working capital and other general corporate purposes.

Upon completion of the Transaction, Unicom will focus on the operation of its GSM network and prepare for the introduction of 3G services. As of 30 June 2008, Unicom had 127.6 million GSM subscribers and 43.17 million CDMA subscribers. As part of the Transaction, 29.3% of Unicom’s employees will be transferred to China Telecom.

After that restructuring – however – Qualcomm had no China Telecom related press releases at all showing clearly that the company’s focus moved elsewhere on the China market (CDMA/EV-DO tech. manufacturing or other technologies), e.g. ZTE to Develop CDMA2000 Femtocells Based on Qualcomm System on Chip Solutions [March 23, 2010] or Qualcomm Now Demonstrating Products Based on LTE TDD Technology [Sept 8, 2010].

The Changes in the Nokia relationship

Qualcomm Initiates Patent Infringement Proceedings in the UK against Nokia [May 24, 2006]
Qualcomm Files Complaint Against Nokia with International Trade Commission [June 12, 2006]
Nokia’s Announced Plan to Ramp Down its CDMA2000 R&D and Manufacturing Will Not Impede the Continued Growth of CDMA2000 [June 23, 2006]
Qualcomm Responds to Nokia’s Latest Maneuver to Delay Judicial Determinations that Nokia’s GSM Handsets Infringe Qualcomm’s Patents [March 20, 2007]
Qualcomm Files Additional GSM Patent Infringement Suits Against Nokia [April 3, 2007]
Qualcomm Files Arbitration Demand Against Nokia to Resolve Dispute Over License Agreement [April 5, 2007]
Nokia and Qualcomm Enter Into a New Agreement [July 23, 2008]
Companies Agree to Settle All Litigation

Nokia (NYSE: NOK) and Qualcomm (Nasdaq: QCOM) today announced that they have entered into a new agreement covering various standards including GSM, EDGE, CDMA, WCDMA, HSDPA, OFDM, WiMAX, LTE and other technologies. The agreement will result in settlement of all litigation between the companies, including the withdrawal by Nokia of its complaint to the European Commission.

Under the terms of the new 15-year agreement, Nokia has been granted a license under all Qualcomm’s patents for use in Nokia mobile devices and Nokia Siemens Networks infrastructure equipment. Further, Nokia has agreed not to use any of its patents directly against Qualcomm, enabling Qualcomm to integrate Nokia’s technology into Qualcomm’s chipsets. The financial structure of the settlement includes an up-front payment and on-going royalties payable to Qualcomm. Nokia has agreed to assign ownership of a number of patents to Qualcomm, including patents declared as essential to WCDMA, GSM and OFDMA. The specific terms are confidential.

“We believe that this agreement is positive for the industry, enabling the market to benefit from innovation and new technologies,” said Olli-Pekka Kallasvuo, CEO of Nokia Corporation. “The positive financial impact of this agreement is within Nokia’s original expectations and fully reflects our leading intellectual property and market positions.”

“I’m very pleased that we have come to this important agreement,” said Dr. Paul E. Jacobs, CEO of Qualcomm. “The terms of the new license agreement, including the financial and other value provided to Qualcomm, reflect our strong intellectual property position across many current and future generation technologies. This agreement paves the way for enhanced opportunities between the companies in a number of areas.”

Nokia and Qualcomm Plan to Develop Advanced Mobile Devices [Feb 19, 2009]

Nokia and Qualcomm Incorporated (Nasdaq: QCOM) today announced that the two companies are planning to work together to develop advanced UMTS mobile devices, initially for North America. The companies intend for the devices to be based on S60 software on Symbian OS, the world’s most used software for smartphones, and utilize Qualcomm’s advanced Mobile Station Modem™ (MSM™) MSM7xxx-series and MSM8xxx-series chipsets for cutting-edge processing performance and ubiquitous mobile broadband capabilities. The first mobile devices based on this collaboration would be expected to launch in mid-2010 and be compatible with the forthcoming Symbian Foundation platform.

“Nokia is very pleased to be in discussions with Qualcomm around designing mobile devices that can benefit from the high level of integration found on MSM chipsets,” said Kai Oistamo, executive vice president, Devices, Nokia. “We are eager to demonstrate to the industry the possibilities that exist when innovative and open software is combined with advanced hardware solutions.”

“Nokia and Qualcomm are leaders in advanced wireless technologies, and this new level of cooperation would bring exceptional leaps in mobile performance to people around the world,” said Steve Mollenkopf, executive vice president of Qualcomm and president of Qualcomm CDMA Technologies. “We are very excited about the possibility of the substantial synergies between S60 software and MSM chipsets.”

Qualcomm Innovation Center Joins the Symbian Foundation [Oct 29, 2009]

Qualcomm Innovation Center, Inc. (QuIC) and the Symbian Foundation today announced that QuIC, a wholly-owned subsidiary of Qualcomm Incorporated, has joined the Symbian Foundation and has been appointed to the Symbian Foundation board of directors. QuIC will support the Symbian Foundation with active participation on the board of directors and each of the four councils that govern the development of the Symbian platform.

QuIC’s charter is to focus on optimizing open source software for use with Qualcomm technology. QuIC brings to the Symbian Foundation a wealth of knowledge and expertise in open source and, as a Symbian Foundation board member, QuIC is committed to working with its fellow board members for Symbian’s continued commercial success. QuIC joins wireless operators AT&T, Vodafone and NTT DOCOMO; silicon providers ST Microelectronics NV and Texas Instruments; and handset manufacturers Samsung, Sony Ericsson and Nokia on the Symbian Foundation board.

The Symbian platform comprises a complete, open source mobile operating system, user interfaces, middleware and key mobile applications used in more than 300 million smartphone devices worldwide. It includes the critical software elements a manufacturer or operator needs to build a mobile device. Symbian was built for mobile and enables mobile developers to use open SDKs to create compelling mobile applications that take full advantage of all Symbian-based handsets.

“QuIC joining the Symbian Foundation and the Symbian Foundation board demonstrates our commitment to provide expertise and to optimize technology with the Symbian platform,” said Rob Chandhok, president of QuIC. “High-level operating systems offer the potential to unleash tremendous innovation and we are excited to help advance that process on the Symbian platform. Working as part of the Symbian Foundation, QuIC looks forward to participating in technology innovation in areas such as multi-core CPU support, Web browser and application enhancement, and CDMA and LTE support.”

“The Symbian Foundation welcomes QuIC, whose membership and board participation brings us significant wireless technology expertise and whose leadership will act as an important catalyst for the growth of the Symbian ecosystem,” said Lee Williams, executive director of the Symbian Foundation. “On behalf of the Symbian Foundation board, we look forward to collaboratively evolving and rapidly expanding the Symbian open source software platform with QuIC.”

Qualcomm, HP, HTC and Nokia Executives to Keynote at Uplinq 2011 [April 28, 2011]

Qualcomm Incorporated (Nasdaq: QCOM), the leading developer and innovator of 3G and next-generation wireless technologies, products and services, today announced the general session keynote speakers for the Uplinq® 2011 conference, hosted by Qualcomm on June 1-2 at the Manchester Grand Hyatt in San Diego. Speakers will include Dr. Paul E. Jacobs, chairman and CEO of Qualcomm, Jon Rubinstein, senior vice president and general manager, Palm Global Business Unit, Hewlett-Packard Company, Peter Chou, CEO of HTC and Stephen Elop, CEO of Nokia.

Dr. Paul E. Jacobs will open the conference on June 1 with his keynote, “Mobile Computing: The Next Great Frontier,” which will focus on the continuing evolution of mobile and expanding opportunities for developers to take the mobile experience to new levels. In addition, Dr. Jacobs will share insights about how advances in mobile computing and other technology enablers are breaking down barriers for developers and empowering them to change the lives of people everywhere. HP’s Jon Rubinstein will follow Dr. Jacobs with a fireside chat on the opening day of Uplinq.

On June 2, the second day of Uplinq, HTC’s Peter Chou will give the opening keynote. Rounding out this lineup of wireless industry leaders will be Nokia’s Stephen Elop who will give the second keynote on Day Two of the conference.

Key message: transition from device-to-device battle to ecosystem-to-ecosystem battle

Uplinq 2011: Nokia Stephen Elop Keynote Highlights [June 17, 2011]

The Uplinq Daily Show on Qualcomm LIVE! Interview with Nokia’s Stephen Elop [June 2, 2011]

Cali Lewis interviews Stephen Elop, CEO of Nokia about his keynote and the importance of mobile ecosystems

Stephen Elop’s keynote at Qualcomm’s Uplinq [June 10, 2011]

… There is an opportunity for a third and competitive ecosystem to emerge. …

It is not just the device, or the software on that device. These ecosystems that I described are so much more than what you are holding in your hand. Nokia will be contributing mapping, navigation and various location-based services… and you know what… all the manufacturers of Windows Phone will be taking advantage of that… I want HTC and Samsung to be successful with Windows Phone because our principal competitor is not each other, but Android. So we are contributing service elements for the benefit of everyone in the ecosystem.

Equally, Microsoft is contributing a number of services and capabilities… for example: Bing, AdCenter, Xbox, Office productivity experience, unified communications (voice, video etc.) You will have heard about the acquisition of Skype ten days ago, clearly that will be part of the Windows Phone ecosystem.

Parts of the ecosystem, as well, are the chipset and other hardware contributors. Which is why Qualcomm, ourselves, Microsoft, are all working together to deliver the best experiences for this ecosystem.

How do we take the ecosystem beyond the mobile experience? We believe that, fundamentally, we are just at the beginning of the mobile revolution. The mobile platform, with a variety of sensors and capabilities associated with a device, is giving opportunities to create entirely new and extended experiences that are only possible on that mobile device. So we are only at the beginning of mobility and have an opportunity to extend the ecosystem in different directions to make that even more compelling.

Of course, this ecosystem is not just about mobility and the smartphone, it is also about tablets, it’s about television sets, gaming platforms, automobiles and all the different places where people expect to have a fully connected digital experience.

And so we at Nokia definitely recognise the importance of delivering on this broader promise of the larger connected digital experience.

Perhaps the first and most notable of these today relates to tablets. So there’s a lot of activity and hype about tablets in the marketplace. But the market conditions are not yet optimised… Say there are 201 tablets being sold today, only one of them is being sold out a furious rate… and being very successful. The other 200 tablets… are not really landing with consumers. For Nokia, when I get asked about our tablets strategy, the first thing I say is that I don’t just want to be tablets number 202. Because, really, if we cant differentiate from that pack… then we’re not going to be successful. So as we look at it, we believe we have to do something that is fundamentally differentiated. And we have some options to do that, given our market penetration, our strengths in emerging markets… so watch this space, you will see some interesting things.

We do have the ability to reach out to very large numbers of well identified consumers. With our existing smartphone operating system we have, today, over 200 million registered users, 60 million of whom are active in our apps and store environment on a [rolling] thirty day basis. … Around the world we have tremendous reach. It is today that we are adding 140,000 new registered users [every day]… and they are downloading 5 million items a day [now 6 million]

Now part of the reason, in many parts of the world, that this has been attractive is because of the focus we have had on monetisation enablers. I mentioned earlier the operator billing relationships – we are able to measure the uplift for developers in areas where there is operating billing, compared to those where there is not. You get a three and half times uplift in the volume of money you can make when we have an operating billing relationship. The reason is simple… it is much easier for consumers to just click the button.

A lot of other things we are doing for developers: removing the registration fees to participate in Windows Phone development, all sorts of thing to make it easier to publish and distribute your application. We are also hoping you will recognise the extended opportunity, even beyond Windows Phone, to monetise your application on other platforms [Symbian, Series 40] that reach into China, India and Russia.

Nokia picks Qualcomm for Windows phone, seeks others [Reuters, May 20, 2011]

Nokia said on Friday it was negotiating with several chipset suppliers for its future Windows Phone models after deciding to use Qualcomm in its first smartphones using Microsoft’s software.

Nokia announced in February it would use Microsoft’s Windows Phone software in all of its smartphones.

Microsoft Windows Phone operating system (OS) is available only on Qualcomm’s chips, but the U.S. software giant has said it was expanding the supplier base.

The first Nokias based on Windows Phone will have the Qualcomm chipset,” said a Nokia spokesman.

“Our aim is to build a vibrant ecosystem around Nokia and the Windows Phone OS and with that intent we are naturally continuing discussions with a number of chipset suppliers for our futureproduct portfolio,” he said.

He said one of the companies involved in the talks was ST-Ericsson.

Nokia To Use ST-Ericsson Chips For Windows Phone 8 Handsets [May 19, 2011]

In an interview at STMicroelectronics’ annual Analyst Day, [Carlo] Bozotti [the Chief Executive of the European semiconductor maker] told Forbes that ST-Ericsson will be one of two chip suppliers for Nokia’s upcoming Windows Phones.

The first ST-Ericsson chipset that will appear in a Nokia Windows Phone is the U8500, a sophisticated dual-core system-on-a-chip that has been favorably compared to Qualcomm’s Snapdragon line because it offers multiple wireless technologies like Wi-Fi, Bluetooth, GPS and a fast, built-in HSPA+ modem, all in a compact format. Some later Nokia Windows Phones – the company has previously said it is planning to release 12 Windows Phone devices over the course of 2012 – will run on future versions of the U8500, said Bozotti.

The 5-years long experience of close partnership with Microsoft

Microsoft and Qualcomm to Revolutionize the Next Generation of Smartphones [May 4, 2006]
Qualcomm’s Collaboration with Microsoft Reshapes the Smartphone Market [Oct 23, 2007]
Qualcomm [Snapdragon] Powers Next-Generation Windows Phones [Windows Mobile 6.5] Launching Around the Globe [Oct, 2009]
Qualcomm Becomes the First Chipset Company to Support Microsoft Windows® Phone 7 Series [Feb 15, 2010]

The Company is working with Microsoft and multiple device manufacturers on smartphones powered by its Snapdragon™ platforms and running Windows Phone 7 Series software, currently scheduled to begin launching in time for the 2010 holiday season. Snapdragon chipsets integrate high-performance, custom CPUs with 3G and powerful multimedia capabilities in a single chip.

The latest version of Windows Phone software, announced today, is distinguished by its smart design and delivery of truly integrated experiences. Combining the capabilities of Windows Phone 7 Series software and Qualcomm’s industry-leading chipset solutions will enable a new generation of devices that redefine the possibilities of mobile experiences.

“People’s lives are not a set of discrete tasks and their phones should not be either. Windows Phone 7 Series software offers a fresh approach that integrates the Web, applications and content and brings new services such as Zune and Xbox LIVE to the phone for the first time,” said Andy Lees, senior vice president, Microsoft. “We’ve worked closely with Qualcomm on Windows Phone 7 Series software and Qualcomm’s Snapdragon chipsets are an integral partof bringing to life the rich, integrated experiences on a Windows Phone in a way that conserves battery life and provides always-on connectivity.”

Qualcomm has a long history of working closely with Microsoft on Windows Phone, and we are continuing this collaboration to support the launches this year of exciting new Windows Phone 7 Series devices based on our Snapdragon chipsets,” said Steve Mollenkopf, executive vice president of Qualcomm and president of Qualcomm CDMA Technologies. “We are very excited about the next generation of devices that will leverage the synergy of our highly integrated system on a chip solutions and Microsoft’s Windows Phone 7 Series software.”

Qualcomm Snapdragon SoCs with a new way of easy identification

Follow-up: Next-gen Snapdragon S4 class SoCs — exploiting TSMC’s 28nm process first — coming in December [Aug 9 — Nov 16, 2011]

Update: Qualcomm Snapdragon S1-S2-S3 SoCs lineup in production as of 16-Nov-2011

Qualcomm Snapdragon S1-S2-S3 SoCs lineup in production as of 16-Nov-2011

End of Update

In the last 24 hours there has been an incredible barrage of posts about “rebranding Snapdragon”. These posts are providing a kind of summary of changes referring to Qualcomm as the source of the information but not linking to that. When one finally finds the Qualcomm source it comes out that there is no rebranding in the conventional sense just a new classification for existing SoCs. So the individual SoC identifiers are the same, there is just a possibility to refer to them by a higher level of indentification which is related to the class of systems they are targeted to.

Because this is much more important new information than the non-existant rebranding I am first copying here the Qualcomm source and then some additional important information regarding their Adreno graphics capabilities and Qualcomm’s latest strategic moves to enter mobile gaming in a very big way. A report of current assesment of that is also available: Qualcomm hopes to make game consoles obsolete [Aug 4, 2011] Anandtech has published the slides of the Qualcomm event: Qualcomm’s March into the Gaming Market [Aug 3, 2011] and draws attention to this particular slide:

Please note the “Wireless Display” option which comes via the WCN3660  companion chip to Snapdragon S4 class of SoCs from the recently acquired Atheros (now Qualcomm Atheros). That chip will support the emerging Wi-Fi Display standard (said not to be confused with Intel’s WiDi) for streaming video directly from a smartphone or tablet to a Wi-Fi enabled display or television. (See also Wireless Gigabit Alliance – WiGig where Atheros is a member which is competing with Wireless HD where one of the members is Intel)

A Simple Way to Identify Which Snapdragon System is Right for You [Tim McDonough Vice President, Marketing, Qualcomm QCT on Qualcomm’s blog: OnQ, Aug 3, 2011]

Today Qualcomm is introducing a new way for our customers, our industry colleagues and consumers to identify the Snapdragon chipset that fits their needs. Those of you who know us well know that our current Snapdragon family of processors has grown to encompass over 15 different chips with feature sets that target mass market smartphones all the way through high end smartphones and tablets. And, although our Snapdragon chips are called processors, they are really system on chip solutions. Inside each Snapdragon chip are multiple hardware subsystems including CPUs, GPUs, modems, multimedia processors, GPS, DSPs, sensors, as well as advanced management software.

And all of these components are integrated into a single small chip that is designed with mobile in mind. The result is that Snapdragon processors deliver outstanding performance and longer battery life. But with such a deep roadmap of chips, our customers and industry colleagues have told us that it has become increasingly difficult to quickly and easily identify which chips are best suited for different devices.

We have arrived at a simple solution. Now our Snapdragon processors are classified into three system classes, System 1 (S1), System 2 (S2) and System 3 (S3): Simple names which denote performance and feature set. Moving forward, we will continue to add new classes as our roadmap grows. Without further ado, I present you with the Snapdragon S1, Snapdragon S2 and Snapdragon S3.

Snapdragon S1: Mass Market Smartphones [note: Up to 3G HSPA]

Qualcomm Snapdragon S1 Mobile Processor -- 3-Aug-2011

Snapdragon S1 processors offer great performance and longer battery life for today’s mass market smartphones. Boasting CPU speeds of up to 1Ghz, Adreno 200 graphics and a 3G modem, Snapdragon S1 processors are powering some of today’s coolest devices.

“The HTC Wildfire S could be the darling of the affordable Android handsets……..The most important factor for us is that we’ve found the HTC Wildfire S capable to performing those core tasks without too much of a compromise.”
Pocket-Lint’s review of the HTC Wildfire S powered by the Snapdragon S1

The Snapdragon S2: High Performance Smart Phones & Tablets [note: 3G HSPA+]

Qualcomm Snapdragon S2 Mobile Processor -- 3-Aug-2011

The Snapdragon S2 processor is an excellent choice for high performance smartphones and tablets. The S2 class of processors have some of the same design foundations as the S1 class but with some key performance improvements including a single core Scorpion CPU that clocks to speeds of up to 1.4Ghz, the fastest single core mobile CPU in the market, and the Adreno 205 GPU, which is designed to provide a 2x performance boost over the Adreno 200 GPUs. Web browsing and multimedia performance gets a serious performance boost too. With just one CPU core, the Snapdragon S2 can offer smoother graphics than other solutions that use dual-core CPUs.

“You can see clearly in the video that Qualcomm’s 2nd generation, single-core processor chewed up YouTube’s 720p Flash content without a hitch while the others failed to keep up in a smooth fashion.”
Phandroid– (6/2011)

Snapdragon S3: Multi-tasking & Advanced Gaming [note: 3G HSPA+, 1440×900/1080p HD/Dolby 5.1, Stereoscopic 3D capture & playback]

Qualcomm Snapdragon S3 Mobile Processor -- 3-Aug-2011

Here’s where things really get kicked up a notch. Simply put, the Snapdragon S3 is designed to offer 2x the graphics performance of the S2 and 4x the graphics performance of the S1. The S3 class of processors also feature a dual core Scorpion CPU at speeds of up to 1.5Ghz per core. With a more powerful [Adreno 220] GPU and a fast dual core CPU, the things our customers are starting to do with the S3 are pretty incredible. Take the HTC EVO 3D, this smartphone features a front-facing camera for video calls, two cameras on the back to create 3D photos and a display that uses a parallax barrier so you can view 3D photos without 3D glasses!

This performance boost also allows our customers to create devices with bigger and sharper displays. The Snapdragon S1 and S2 are typically in devices with 3-4-inch displays that offer a resolution of 800×480. The Snapdragon S3 in the HTC EVO 3D drives a 4.3-inch display with a resolution of 960×540, while the HP TouchPad tablet uses a monstrous 10.1-inch with a resolution of 1024×768.

The Snapdragon S3 Mobile Processor and Your HDTV [Aug 2, 2011] [note the “extend that experience to a 40-inch display” both in the video and the attached caption]

The latest chip in Qualcomm’s Snapdragon family is the Snapdragon S3 mobile processor featuring a high-performance dual-core Scorpion CPUs up to 1.5Ghz and an Adreno 220 GPU. Any smartphone or tablet equipped with a Snapdragon S3 processor can not only deliver great battery life and stunning graphics on a 4-inch display but can even extend that experience to a 40-inch display [by plugging your smartphone into a 40″ TV via HDMI]. Web browsing, video playback and high-quality gaming will still remain fluid. You can find Snapdragon S3 mobile processors in the HTC EVO 3D, HTC Sensation 4G, T-Mobile myTouch 4G smartphones and the HP TouchPad tablet. For more information about Snapdragon: http://www.qualcomm.com/snapdragon

To maintain great battery life while also improving performance, Qualcomm designed the S3’s Scorpion CPU cores to be asynchronous, so each core can operate at different frequencies and voltages for superior performance at lower power. The S3 class of processors also support a host of video codecs and multimedia acceleration. You can learn more about the devices that use Snapdragon processors in our Snapdragon Showcase

“It (The Snapdragon S3) has arguably the best CPU and GPU in the dual-cores…The CPU being asynchronous can be a real battery saver… including NEON and has a 128-bit pipeline rather than 64 bit found in all other CPU thus a better speed…About multimedia, Its one of the best when it comes to multimedia… Qualcomm is also known for the stability of chipsets due to the fact that everything is on the chipset itself rather than making manufacturers add it.”
Droid Gamers—Beastly Dual-Core Android Devices: A Rundown on Each Chipset (5/2011)

Coming Soon: Snapdragon S4—Next Generation Devices

The Snapdragon S4 class will include the newest generation of Snapdragon processors and will feature a new CPU microarchitecture [Krait instead of the previous Scorpion] and integrated 3G/LTE multimode. The S4 will stay true to its roots by delivering exceptional battery power—a 65% decrease in power consumption, yet at the same time boost performance by 150%. This combo is going to create mobile products that offer graphics [Adreno 225 and up] that are comparable to current gaming consoles.

You’re also going to see Snapdragon S4 processors in new form factors and running a full blown desktop operating system. We’re currently working with Microsoft so the S4 can run the next version of Windows—Windows 8.

Stay tuned for big things. Or should we say small things?

Snapdragon™ Adreno 220 GPU Powers “Desert Winds” Game at MWC [Brent Sammons, Graphics Product Manager, Qualcomm QCT on Qualcomm’s blog: OnQ, March 1, 2011]

Attendees of Mobile World Congress 2011 got to see the newest generation of the Adreno GPU, Adreno 220, in action as part of the new Desert Winds game demo at Qualcomm’s booth. The graphics performance, new 3D effects, and level of graphical realism now possible with the dual-core Snapdragon MSM8660 chipset and its Adreno 220 GPU grabbed the attention of virtually all passing by the booth.

Snapdragon’s Adreno GPU – Desert Winds Game Demo [note the “console quality” differentiation in the attached text]

Check out the console-quality mobile 3D graphics available on Snapdragon’s Adreno GPU. Learn more about Snapdragon: http://www.qualcomm.com/snapdragon

Desert Winds was shown in stereoscopic and non-stereoscopic 3D via HDMI out to a 55-inch HD LCD display. As with Qualcomm’s other dual-core Snapdragon MSM8660 demos at the show, the new Desert Winds game was running on the Snapdragon Mobile Development Platform (MDP), which is a device available to developers who want early access to Snapdragon chipsets and Adreno GPUs. (Get more info on the Snapdragon MDP and how to purchase at www.bsquare.com.)

The Desert Winds game ran in interactive and non-interactive modes, giving users the ability to play the game and help the game’s heroine, Amira, slay the giant scorpion character, Alacran, and his army of scorpions.

Developed by Southend Interactive, the game showcases the console-quality 3D graphics and high-end effects made possible by the Adreno 220 GPU, such as:

  • Advanced particle physics and vertex skinning
  • Full-screen post-processing shader effects
  • Dynamic lighting with full-screen alpha blending
  • Real-time cloth simulation
  • Advanced shader effects like dynamic shadows, god rays, bump mapping and reflections
  • 3D animated textures

Qualcomm will continue to use the Desert Winds game to showcase the ever-evolving, advanced capabilities of the Adreno GPU, with more 3D effects, smoother stereoscopic HD gaming, market-leading performance, and industry leading power-efficient 3D graphics. Based on our research (*), the Adreno 220 GPU in Qualcomm’s dual-core Snapdragon MSM8660 offers twice the performance of the GPU in other leading dual-core ARM9-based chips.

With more Android devices based on Snapdragon and Adreno and with over 100 games optimized for Snapdragon and Adreno, it seems clear that the mobile industry is already well aware of the many advantages that Snapdragon and its Adreno GPU.

In my opinion, it was apparent at this year’s Mobile World Congress that Qualcomm is well-positioned to continue its strong momentum in providing OEMs and 3D game developers with a powerful and efficient graphics platform that brings more of the industry’s latest and best 3D games to more smartphones, tablets and laptops everywhere.

_____

(*) Source Qualcomm – Average of Industry benchmarks composed of Neocore, GLBenchmark, 3DMM and Nenamark

Anandtech’s reports are not contradicting that:
Hands on and Benchmarks of two MSM8x60 Phones – HTC Sensation 4G and HTC EVO 3D [June 3, 2011]
Dual Core Snapdragon GPU Performance Explored – 1.5 GHz MSM8660 and Adreno 220 Benchmarks [March 30, 2011]

GLBenchmark 2.0

… GLBenchmark 2.0 is the best example of an even remotely current 3D game running on this class of hardware–even then this is a bit of a stretch. GLBenchmark 2.0 is still our current go-to test as it is our best best for guaging real world performance, even across different mobile OSes. … Comparatively, the 1.5 GHz MSM8660 with Adreno 220 is 2.2x faster than the 1 GHz MSM8655 with Adreno 205.

Quadrant 3D and 2D

Last and definitely least (at least in my mind) on the list is Quadrant, which has unfortunately become something of a de-facto one stop shop for benchmarking Android devices, famously spitting out one easy to digest score.

… Adreno 220 shows anywhere from 2-5x performance gains over Adreno 205.

Final Words

When we first started looking at Qualcomm’s Snapdragon SoCs we were impressed by their CPU performance but largely put off by the performance of the Adreno 200 GPU. The 45nm Snapdragon with the Adreno 205 GPU changed things as it roughly doubled GPU performance. The Adreno 220 brings about another doubling in GPU performance. …

How Snapdragon is Changing the Mobile Gaming Industry [Brent Sammons, Graphics Product Manager, Qualcomm QCT, Feb 10, 2011]

Qualcomm Shows Strong Support of the Mobile 3D Gaming Ecosystem at GDC [Brent Sammons, Graphics Product Manager, Qualcomm QCT on Qualcomm’s blog: OnQ, March 18, 2011]

Qualcomm has been clearly demonstrating its support of the entire mobile 3D gaming ecosystem at recent conferences like this month’s Game Developers Conference (GDC) in San Francisco. This support showed up as a press release with Gameloft; a new video with Gameloft and NAMCO BANDAI Games America; joint marketing activities with Sony Ericsson around their new PlayStation Certified Xperia Playdevice; a GDC speaker session featuring presentations by leading mobile developers Southend Interactive and Polarbit; a new Snapdragon mobile 3D gaming ecosystem video and a very well-attended and well-received party at Ruby Skye!

In the press release Qualcomm announced its agreement with Gameloft to deliver an enhanced, Snapdragon-optimized experience for Gameloft’s premier HD mobile 3D game titles like “SpiderMan Total Mayhem HD,” “Real Football 2011 HD,” “GT Racing: Motor Academy HD” and “Modern Combat 2: Black Pegasus.” These will be optimized for current and future Snapdragon processors, such as the MSM8x55 with its Adreno 205 GPU (currently shipping), and the dual-core MSM8x60 with its Adreno 220 GPU.

In a video shot during GDC, Baudouin Corman (Vice President Publishing of Americas for Gameloft) and Dominic Lobbia (Senior R&D Director of NAMCO BANDAI Games America) speak to their game optimization efforts and the value that Snapdragon and Adreno bring to the table. They cite the strong adoption of Snapdragon by manufacturers of high-end Android and Windows Mobile 7 devices, the high quality and great performance of mobile 3D graphics powered by Snapdragon and Adreno, as well as the valuable graphical optimization and development tools Qualcomm offers like the Adreno Profiler. (For more information on the Adreno tools, go to http://developer.qualcomm.com/dev/gpu/tools.)

Game Developers Explain the Value of the Adreno GPU [March 18, 2011]

Gameloft and NAMCO BANDAI explain the value of Snapdragon’s Adreno for game optimization efforts.

Conference attendees also had the opportunity to get the whole story about Qualcomm’s mobile 3D gaming ecosystem support via a new video that was playing just outside the South Hall Expo Floor. The video features Qualcomm’s Vice President of Product Management, Raj Talluri, who explains that there is a huge ecosystem of Snapdragon game developers and games optimized to Snapdragon, that the majority of Android phones use the Snapdragon processor, and that all Windows Phone 7 products use the Snapdragon processor. Therefore, he explains, developers are able to reach a large audience of smartphone and tablet users.

Qualcomm’s Mobile 3D Gaming Ecosystem [March 20, 2011]

Raj Talluri, VP of Product Management, explains the Snapdragon game developers ecosystem.

“Hey, You Got Your Snapdragon Chipset in My Xperia™ PLAY” [Brent Sammons, Graphics Product Manager, Qualcomm QCT on Qualcomm’s blog: OnQ, May 27, 2011]

Unlike the chocolate and peanut butter in Reese’s chocolate peanut butter cups, it was no accident that Snapdragon and the Xperia PLAY found themselves together. This week Sony Ericsson launched the Xperia PLAY at Verizon, with Qualcomm’s Snapdragon MSM8255 mobile processor with Adreno 205 Graphics Processing Unit(GPU) inside.

It is the world’s first PlayStation-certified phone (and perhaps the world’s most gaming-centric smartphone). And Sony Ericsson chose Snapdragon and Adreno to power it. If you’re wondering why, check out this recently posted Qualcomm video, featuring Aaron Duke and Kim Ahlstrom from Sony Ericsson, talking about the Xperia PLAY with Snadragon’s Adreno GPU.

Snapdragon’s Adreno [205] GPU powers the Xperia PLAY [May 26, 2011]

Sony Ericsson explains the value of Snapdragon with Adreno in the Xperia PLAY for superior game play.

The Snapdragon MSM8255 chipset and Adreno 205 GPU together provide a fun and immersive gaming experience via the very device you will want to carry with you everywhere all the time – the new Xperia PLAY smartphone.

Not only does Snapdragon contain powerful graphics processing — enough to rival some in-home console systems — but it also has a lot of other valuable integrated features like video capture and playback, music playbackand a 1.4 GHz CPU.

The Xperia PLAY has a 4-inch 854×480 display, a 5 megapixel rear-facing camera, a VGA front-facing camera, 512 MB of RAM, and is based on Android 2.3 Gingerbread. Perhaps more importantly, the device comes with seven preloaded games. And you can download over 50 more games via Verizon’s VCAST apps store.

I would say that another big reason that Sony Ericsson chose to work with Qualcomm is that Qualcomm is really into mobile gaming!Keep your eyes peeled in the coming days for more details on just how big into gaming Qualcomm has become.

In the case of the Xperia PLAY, Qualcomm worked closely with Sony Ericsson not only to establish connections with some of the best mobile game developers and game titles around, but alsoto help game developers make sure that the games offered on the PLAY are the best they can be, using the Adreno graphics optimization tools.

We’re very pleased that Sony Ericsson chose Snapdragon for the Xperia PLAY device. We’re confident you will be, too. The Xperia Play may not be as tasty as a Reese’s peanut butter cup, but I’d say it’s a lot more fun and lasts a lot longer! For more information on commercially available Snapdragon-based devices and on the Adreno graphics optimization tools, check out our developer site at developer.qualcomm.com.

SoC’s for 2011: [ekin , Jan 23, 2011 >>> ]

(listed in what I believe is the best to the worse)
+ ARM Sparrow: Dual-core Cortex A9 @2.00GHz (on 32nm die), unspecified GPU
+ TI OMAP 4440: Dual-core Cortex A9 @1.5GHz, SGX 540 (90M t/s)
+ Apple A5 (iPad2): Dual-core Cortex A9 @0.9GHz, SGX 543MP2 (130M-150M t/s)
+ Qualcomm MSM8660 (Gen IV Snapdragon): Dual-core Cortex A9 @1.5GHz, Adreno 220 (88M t/s)
+ TI OMAP 4430: Dual-core Cortex A9 @1GHz, SGX 540 (90M t/s)
+ ST-Ericson U8500: Dual-core Cortex A9 @1.2GHz, ARM Mali 400 (50-80M t/s)
+ Samsung Orion: Dual-core Cortex A9 @1GHz, ARM Mali 400 (50-80M t/s)
+ Nvidia Tegra 2: Dual-core Cortex A9 @1GHz, nVidia ULP-GeForce (71M t/s)
+ Qualcomm Scorpion (Gen III Snapdragon): Dual-core Cortex A8 @1.2GHz, Adreno 220 (88M t/s)

Notes:
– The SGX530 is roughly half the speed as the SGX535. The SGX540 is twice as fast as the SGX535.
– The Adreno 205 (41M tri/sec) is supposedly faster than the SGX535 but slower than the SGX540 (thus, is likely to be in the mid).
– The Adreno 220 is twice the speed of the Adreno 205 but it is slightly slower than SGX540 (88M vs 90M tri/sec).
– Samsung claims ARM Mali 400 to be 5 times faster than its previous GPU (S3C6410 – 4M tri/sec), about on par (80M tri/sec) with the Adreno 220, but few leaks benchmarked it to be only slighlty faster than the SGX535 (40M tri/sec).
– The gpu used in the Nvidia Tegra2 has been quite contained (little known). I estimated the Tegra2 has 71M t/sec (Tegra 2 Neocore=27fps/55fps=Galaxy S Neocore, x62% disadvantage of screen resolution, x 90Mt/s of SGX540 = 71M t/s). And recently some inside rumors via fudzilla actually confirmed this exact figure, so therefore the gpu-chip inside the Tegra2 is roughly equivalent to the MALI 400.

All of these details are based on officially announced, rumors from trustworthy sources and logical estimations, so discrepancies can be existent.

Last thoughts:
As you can see there is some diversity in the next-gen chips (soon to-be current-gen), where the top tier (OMAP 4440) is roughly 1.5 times more powerful than the low tier (Tegra 2). However drivers and software will play a lead-role in determining which device could squeeze out the most performance. And this factor may alone favour the iPad2, Playbook or even MeeGo tablets to be better than the Honeycomb tablets which are somewhat bottleneck-ed by the lack of hardware accelaration and post-transcription through the Dalvik VM. I think we’ve hit the point where we could have some really impressive high definition entertainment, and even emulating the Dreamcast at decent/fullspeed.

edit2 [March 13]:  “ Just re-edited the post. Apple’s A5 details are added in, its looks to be one of the best chips for the year. If I had to choose between the OMAP4440 and A5, I probably would be reduced to a head-tail coin flip!”

Well, Apple’s been boasting over x9 the graphical performance over the original iPad. There are 2 articles on anadtech, one in Geekbench and a processor-specific details from imgtech (I dug up from 12months ago). It has been found that its a modified Cortex A9, 512MB RAM and the SGX543MP2. Everything points to the SGX543MP2 being significantly faster than the SGX540, and the given number was 133 Million Polygons per second (theoretical) for SGX543MP4 which is double SGX543MP2 performance. The practical figure is always less. Imgtech said the SGX540 is double the grunt of the SGX535, benchmarks show the SGX543MP2 is (on average) five times the grunt as the iPad (SGX535). So going by imgtech (the designer of sgx chips), the theoretical value that I list above, should be 70M t/sgoing by Apple’s claim it should be 200M t/sgoing by benchmarks it should be roughly 130 M t/s. Imgtech’s value is definently wrong since they claimed its faster than the SGX540 valued at 90M t/s. Apple’s claim also seems biased, they take only the best possible conditions and exaggerate it even more. It seems to be somewhere in between, and wouldn’t you know it, the average of the two “false” claims is equivalent to the benchmarked value

edit3 [April 3]: “Update. The benchmark results of the Snapdragon MSM8660 are in…. and it goes further to support the list. MSM 8660 = Dualcore A9 + Adreno 220 + Qualcomm modification (for better/worse).”

The benchmarks are out for the 4th-gen QSD, which confirms everything prior. It’s competing for top place against the 4440 and A5. I’ve changed the post (only updated chip’s name). If one were to choose between the processor of the A5 and the OMAP4440, they’d be really pressed to choose between more cpu grunt or more gpu grunt.

Qualcomm roadmap reveals quad-core, 2.5GHz ARM CPU [July 6, 2011]

MSM8960 [start shipping in Q4 2011]: Adreno 225 3D/2D 125 M tri./sec (DX9.3) – said to rival the GPU powering the Playstation Vita

MSM8930 [start shipping in Q3 2012]: Adreno 305 3D 80M tri./sec (DX9.3) – take us far beyond the possibilities of the Playstation Vita and more into the realm of the Xbox 360 or the Playstation 3

MSM8974 [start shipping in Q1 2013]: Adreno 320 3D 225M tri/sec (DX9.3)

While looking back one year: [Medion, Aug 19, 2010]

Samsung Galaxy uses PowerVR SGX540 (rated at 1 gigapixel fill-rate, and 28M triangles/sec)
Iphone 3GS/4 both use PowerVR SGX535 (1 gigapixel, 14M tri/sec)
Droid 2/Droid X use PowerVR SGX530 (500 megapixel, 14M tri/sec)
Droid uses underclocked PowerVR SGX530 (250 megapixel, 7M tri/sec)
Snapdragon uses Adreno 200 (133 megapixel, 22M tri/sec)

So when it comes to the GPU, the Galaxy S phones kill anything that uses a current Snapdragon. The fill-rate is what is what’s really holding back the Adreno.

As for the CPU, I’ll generalize here.

Snapdragon – ARMv7 based Scorpion core (NOT an A8 like some state). Advantages over A8 is 5% faster clock for clock, and ability to be used in a multi-core configuration. Basically, it’s more future proof.

TI OMAP – stock Cortex A8, but currently running at 45nm, so better on battery life than Snapdragon (this will change with the new Snapdragons coming out)

Hummingbird – modified Cortex A8, 10-20% faster multi-threaded performance, but also 45nm so with better battery life as well.

So in terms of CPU, it’s Galaxy > Snapdragon/OMAP (depends, do you want 5% more performance, or significantly better battery life?)

So in conclusion, the Galaxy phones have more horsepower than the Incredible. If you plan to root and run custom ROMs, it should be the platform of choice.

Tackling the Android tide

Remarks by Larry Page on the quarterly earning calls [July 14, 2011, see also Larry Page to boost Google even more as becoming CEO again [April 2, 2011]]

We have tremendous new businesses being viewed as “crazy” Android We actually have a new metric to report of 550,000 Android Devices activated a day!

[See the full post by Larry Page later]

Follow-up:
Nokia Lumia (Windows Phone 7) value proposition [Oct 26, 2011]
Note: the “affordable” Nokia Lumia 710 for 270 EUR [US$ 376] is the one produced by Compal (the 800 is by Nokia itself)

Updates:
Supercharging Android: Google to Acquire Motorola Mobility [Larry Page, Aug 15, 2011]

We recently explained (http://googleblog.blogspot.com/2011/08/when-patents-attack-android.html) how companies including Microsoft and Apple are banding together in anti-competitive patent attacks on Android. The U.S. Department of Justice had to intervene in the results of one recent patent auction to “protect competition and innovation in the open source software community” (http://www.justice.gov/opa/pr/2011/April/11-at-491.html) and it is currently looking into (http://online.wsj.com/article/SB10001424053111903635604576476430510833852.html) the results of the Nortel auction.  Our acquisition of Motorola will increase competition by strengthening Google’s patent portfolio, which will enable us to better protect Android from anti-competitive threats from Microsoft, Apple and other companies.

Is Google buying Motorola for its 24,000 patents? [April 15, 2011]

Motorola Mobility Holdings’ CEO Discusses Q2 2011 Results – Earnings Call
Transcript
  [July 28, 2011]

… we own one of the strongest and most respected patent portfolios in the industry. We have over 17,000 patents granted and over 7,000 patents pending with particular strength in 2G and 3G essential, non-essential patents important to the delivery of competitive products in the marketplace, video particularly compression, decompression and security technologies and finally, a leading position in 4G LTE essential.

With new entrants to the mobile space resulting from the convergence of mobility, media, computing and the internet, our patent portfolio is increasingly important. …

@parmy Parmy Olson [Forbes’ London bureau chief]
Microsoft buying Nokia doesn’t seem like such a wild idea anymore. #Google #Motorola
2 hours ago via TweetDeck

Google’s Motorola Deal Could Give Windows An Opening [Forbes guest post, Aug 15, 2011]

Nokia says Google-Motorola deal may help Windows Phone [Aug 15, 2011]

This further reinforces our belief that opportunities for the growth of Nokia’s smartphone business will be greatest with Windows Phone. This could prove to be a massive catalyst for the Windows Phone ecosystem. Additionally, with our respective intellectual property portfolios, Nokia and Microsoft are working together to build and nurture an innovative ecosystem that benefits consumers, operators, developers and other device manufacturers.

Quotes from Android partners [Larry Page, Aug 15, 2011]

“We welcome today’s news, which demonstrates Google’s deep commitment to defending Android, its partners, and the ecosystem.”

– J.K. Shin

President, Samsung, Mobile Communications Division

“I welcome Google‘s commitment to defending Android and its partners.”

– Bert Nordberg

President & CEO, Sony Ericsson

“We welcome the news of today‘s acquisition, which demonstrates that Google is deeply committed to defending Android, its partners, and the entire ecosystem.”

– Peter Chou

CEO, HTC Corp.

“We welcome Google‘s commitment to defending Android and its partners.”

– Jong-Seok Park, Ph.D

President & CEO, LG Electronics Mobile Communications Company

Google acquisition of Motorola likely to benefit Taiwan production partners, but potential uncertain [Aug 17, 2011]

Share prices of Taiwan-based companies known to have strong business relations with Motorola staged a rally on August 16, one day after Google announced its plans to acquire Motorola Mobility as investors expect the deal will bring more orders for those companies. However, some industry watchers commented that Google may eventually release Motorola’s hardware business, forcing Taiwan handset ODMs, and parts and components suppliers to face more uncertainties.

The deal should help improve the financial structure as well as
business of Motorola, which will then release more orders to its production partners in Taiwan, said the sources, indicating the potential beneficiaries include Arima Telecommunications, Compal Communications, Merry Electronic, Ichia Technologies and Chi Cheng Enterprise.

Arima is currently a major ODM of feature phones for Motorola, while Compal and Foxconn International Holdings (FIH) are smartphone ODMs for the vendor. Motorola’s focus on Android phones after being merged with Google will benefit all three ODMs, said the sources.

Motorola is expected to outsource a total of 11-13 million handsets to Taiwan ODMs in 2011, with more than 90% being feature phones, said the sources, indicating that shipments of smartphones to Motorola have more growth potential.

However, the sources pointed out initial orders from Motorola after being merged with Google are unlikely to increase substantially as Google has said it will run Motorola as a separate business and will treat all Android partners equally. This means that Motorola will be able to increase its orders to production partners if doing so remains competitive.

Motorola, operating as an independent handset vendor under Google, still also posts a potential threat to HTC and other Android phone vendors. Google is likely to compete directly with HTC or Samsung Electronics unless it sells or terminates Motorola’s hardware business eventually, according to a Chinese-language Commercial Times report.

Taiwan handset PCB and chipset vendors hail Google acquisition of Motorola [Aug 17, 2011]

Taiwan-based handset PCB and chipsets makers have applauded Google’s announcement of acquiring Motorola Mobility, expecting that a growing Android mobile device market will help boost their sales.

Unimicron Technology and Compeq Manufacturing are currently two Taiwan-based PCB suppliers for Motorola, but supply volumes take only a small portion of their total shipments, according to industry sources.

Taiwan-based handset chipset vendors MediaTek and MStar  Semiconductor have been developing handset solutions for Android models because Apple has a preference of buying handset chips from players outside Taiwan.

MediaTek has also been cooperating with Motorola for some time and so the integration between Google and Motorola is certainly good news for MediaTek as well as MStar from a long-term point of view, the sources asserted.

IHS iSuppli News Flash: Fast Facts on Google’s Purchase of Motorola Mobility [Aug 15, 2011]

 The Motorola Mobility acquisition puts Google Inc. in a stronger position in any potential patent dispute with Apple Inc. “From an intellectual property (IP) standpoint, the acquisition bolsters Google’s negotiating position with Apple, in the event that Apple goes after Android-based products the same way it did with Samsung in Europe,” said Francis Sideco, principal analyst, wireless communications, for IHS. “If nothing else, Google will be able to assert Motorola’s IP for the 3GPP and 3GPP2 cellphone specifications, which are used in both the iPhone and iPad.”

Motorola’s product development capabilities also may have made it an attractive acquisition target for Google. “Motorola has been closely following Google Android’s operating system release schedule,” said Tina Teng, senior analyst, wireless communications, for IHS. “Whenever Google releases a new version of Android, Motorola almost immediately has a device ready with the latest revision of the software, reflecting the company’s prodigious product development capabilities.”Google previously has used new HTC and Samsung products to demonstrate the latest capabilities of the Android operating system. For example, the HTC MyTouch and Samsung Nexus S served to show off the operating systems’ capabilities so other OEMs could follow the example. Now, Motorola is the company that will set the example.

Motorola can serve as Google’s product R&D department as Android spreads into new markets,”Teng added. “Motorola has engineering expertise in a wide range of products where Android will be used, including set-top boxes and televisions. The addition of Motorola’s engineering and intellectual property will accelerate Android’s time-to-market in these areas and potentially revitalize the Google TV business, which so far has met with little success.”

The acquisition could prompt some Android licenses to increase their focus on alternative operating systems, such as Windows Phone.“ Although Google has said Motorola will continue to operate as a separate company, this development has to raise questions among the other Android licensees as to the level of support they will get from Google in the future. Even before this announcement, Motorola already had gotten preferential treatment, receiving first access to Honeycomb on the tablet side. While it’s unlikely that the other licensees will abandon Android, they could shift their priorities and focus more R&D toward Windows Phone from Microsoft.”

Motorola ranked sixth in the global smartphone business in the second quarter. The company held a 4 percent share of global unit shipments. Company shipments amounted to 4.4 million, up 7.3 percent from 4.1 million in the first quarter, as shown in the table below.

Since hitting bottom in the first quarter of 2009, Motorola has been experiencing nearly uninterrupted quarterly growth in smartphone shipments. Quarterly company shipments have expanded sequentially for the past nine consecutive quarters, with the exception of the first quarter of 2011, as shown in the figure below.

Motorola once was the world’s No. 2 cellphone maker. As recently as the first quarter of 2007, Motorola was the world’s second-largest cellphone shipper after Nokia on the strength of its stylish RAZR product line. However, because of its difficulties in offering compelling new models following the success of the RAZR, Motorola’s share of global cellphone shipments went into decline. Following a precipitous and sustained drop in shipments and market share, the company made a strategic decision to shift its focus away from low-margin, mass-market cellphones and toward higher-profit smartphones based on the Android operating system, like the Droid and Backflip.

Motorola Inc.’s XOOM media tablet introduced early this year represented the first legitimate match for Apple Inc.’s iPad 3G, in terms of features and pricing. The IHS iSuppli Teardown Analysis service’s dissection of the device determined the Motorola XOOM carries a bill of materials (BOM) of $359.92, based on pricing in March 2011, compared to approximately $320 for a 3G iPad with 32GB of NAND flash memory, based on pricing from April 2010.

Learn More > Low-End Smartphones Boost Market Growth

Has Google wasted $12bn on a dud patent poker-chip? [The Register, Aug 15, 2011]

Larry Page’s Moto bluff fails to convince

Analysis It’s all about patents, says Google co-founder and CEO Larry Page. Google insists that it bought Motorola to shore up its Android platform, which is caught in a litigious pincer movement from old buddies Steve Jobs and Larry Ellison. Microsoft is merely egging them on the sidelines as the manbags fly, shouting: “Fight!”

But analysts I’ve spoken to are already wondering how much due diligence Google performed before the announcement, or whether the Motorola acquisition will turn out to rival Terra’s legendary, rushed purchase of EMI. Here’s why.

Android is a copycat platform. The APIs copy Java, and the UI copies Apple’s iPhone. Oracle believes Google has violated Java IP, which it acquired with Sun Microsystems. Google says the language, and a third of Android’s API’s are “derivative” of Java. On the other warpath, Apple has launched three dozen lawsuits relating to usability and UI. Apple is hurling these lawsuits at Android licensees, rather than at Google itself. Google has refused to indemnify its partners, causing much nervousness.

But Motorola’s IP war chest does not help Google here. It is poor where it needs to be rich. It is no help at all in the Oracle battle, which (alas) as many people have forgotten today, is largely about copyrights not patents. The Motorola patent war chest could only help Google against Apple by opening up a new front, with retaliatory litigation which threatens every rival handset manufacturer. But have a look where Motorola patents’ strengths are: radio engineering and design. The most vital radio patents are already covered by existing patent pools.

Bear in mind, too, that Nokia has a patent portfolio that is as strong as – or stronger than – Motorola’s. Nokia executives believed it was so strong it would derail the Cupertino upstart. But when Nokia and Apple settled last month, Nokia barely came out ahead, with a one-off payment of €430m.

These radio and design patents of legacy manufacturers such as Motorola or Nokia really aren’t worth quite as much as their owners think they are.

Google has paid $12.5bn for a negotiating chip that appears to be almost impossible to redeem. In this light, the acquisition looks like panic, rather than a calm and carefully deliberated strategy. Google didn’t take IP seriously, bidding silly numbers (such as pi billion dollars [1]) for the Nortel patents. Then it realised it might be in trouble, and so went out and bought some IBM patents. Now it has splurged $12.5bn, truly believing the IP is going to be useful.

Hats off again to Motorola’s leadership, though. The company has been trying to sell its phone division for over three-and-a-half years [3] – and nobody wanted to know. “Who would buy a
loss-making mobile maker?” we asked in 2008.

Moto merely had to whisper to Google: “We can solve your patent woes,” and its shareholders were rewarded beyond their wildest hopes. Google’s offer price has a huge premium over the market’s valuation of what Motorola is worth.

With the right timing and the right sales seduction, it is amazing what the right mug punter can be prepared to pay.

End of Updates

Regarding the Apple vs. Android situation in the tablet space see:
Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011 with comprehensive update on Aug 2, 2011] which is showing Apple’s dominant position as well as serious technical and market problems with the original version of Honeycomb up to now
Update: Apple hikes 2H11 iPhone orders to over 56 million units [Aug 15, 2011]

Apple has upward adjusted the total order volume for iPhones,
consisting of iPhone 3GS, iPhone 4, iPhone 4 CDMA and iPhone 5, for the second half of 2011 by 12-13%, from 50 million units originally estimated at the end of the second quarter of 2011 to more than 56 million units. iPhone 5 will account for 25.5-26 million units, according to Taiwan-based supply chain makers.

iPhone 5 orders for the third quarter of 2011 have been lowered from seven million units to 5.5-6 million units, while fourth-quarter orders have been raised from 14 million units to more than 20 million units, the sources pointed out. Total orders for iPhone 3GS, iPhone 4 and iPhone 4 CDMA for the third quarter exceed 20 million units, and fourth-quarter orders have been
reduced to eight million units, the sources indicated.

Total shipments iPhones in 2011 will reach 95 million units, the sources noted. While Taiwan-based supply chain makers will benefit from increased component orders, they are expected to see pressure for price cuts from Apple, especially touch panel makers which account for the largest proportion of total production costs, the sources said.

What about Windows Phone 7 chances to compete with that?

The chances are suddenly becoming quite good as:

1. The Next Release of Windows Phone, codenamed Mango, is coming

Designed to be the best Windows Phone yet. Check out how the next Windows Phone release, codenamed Mango, will deliver smarter and easier mobile apps, web, and communication. Coming Fall 2011 to a Windows Phone mobile smartphone near you. Tons of new features and everything you love about Windows Phone 7.

More: Meet the next release of Windows Phone: Smarter and easier communications, apps, and web

Update: Mango phones to compete with new iPhone in September [July 29, 2011]

Branded handset vendors including HTC, Samsung Electronics, and LG Electronics all plan to launch Microsoft’s Mango-based smartphones in September, competing neck and neck with the forthcoming iPhone which is also slated for the same month, according to industry sources.

Other vendors to unveil Mango phones at the recently concluded Microsoft’s 2011 WPC (Worldwide Partner Conference) included Acer, ZTE and Fujitsu Toshiba, the sources indicated.

In cooperation with Fujitsu Toshiba, Japan-based mobile carrier KDDI has unveiled its first Mango phone, the IS12T, which features a Qualcomm MSM 8655 processor, 3.7-inch touch screen and 13.2-megapixel camera.

HTC is expected to roll out a number of Mango phones, powered by Qualcomm 1.5GHz single-core CPUs with display sizes ranging from 3.8- to 4.7-inch, the sources noted.

Nokia is expected to unveil its first batch of Mango phones at Nokia World 2011 to be held in October, at a time when fellow vendors have already heated up the market for Mango phones, which will probably be a good strategy for the handset vendor, commented the sources.

But the very latest legal problems with Android could become an even more decisive factor:

2. Android legal losses reportedly prompt exodus to Windows Phone and MeeGo [July 19, 2011]:

HTC’s recent legal loss in the ITC Apple patent case, along with Microsoft’s aggressive patent push amid Android OEMs, has reportedly left manufacturers increasingly wary of Google’s open-source OS. According to the 21st Century Business Herald, growing Chinese brands like ZTE and Huawei are looking to adopt Windows Phone Mango either as a placatory measure toward Microsoft or the first step in a transition from over-reliance on Android. However, the platform spat could also have an unlikely beneficiary: MeeGo.

Chinese analysts have pointed to the relatively closeness of MeeGo’s system kernel and that of Android, suggesting that both hardware and apps could be reasonably straightforward to migrate. MeeGo’s under-the-radar legal situation, and backer Intel’s extreme willingness to find new partners – now that Nokia has all but abandoned MeeGo in favor of Windows Phone – could make the platform a safer bet for spooked Android OEMs. Interestingly, rumors have already surfaced earlier in the year regarding the possibility of a ZTE handset powered by Intel processors.

However, just as Nokia has left the N9 to helm its fledgling MeeGo effort, more manufacturers are expected to look to Windows Phone. Although Microsoft charges a roughly $15-per-device licensing fee for Windows Phone 7, versus Google’s free distribution of Android, there are suggestions that should Apple, Oracle and others win their patent cases then $15-20 royalty fees may become commonplace for Android phones and tablets. HTC is already believed to pay Microsoft roughly $5 per Android device in licensing, while Samsung is supposedly being chased for up to $15 per Android device.

Of course, whether Apple would agree to licensing its technologies remains a sleeping-dragon issue. HTC has already announced that it has “alternate solutions” to the systems Apple alleges are infringed, perhaps in unspoken admission of the fact that the Cupertino company is likely more interested in squashing and hamstringing its rivals than it is in clawing license fees from them. Forcing Google back to the drawing board to identify and replace elements of Android found to overstep into iOS IP would certainly sap some of the platform’s current momentum.

DETAILED INFORMATION

Some key Microsoft sites to watch:

Joe Belfiore shows off Windows Phone Mango [May 23, 2011]

  1. A Web experience that goes beyond the browser [00:40 or separate excerpt]
    Windows Phone Mango has the power of Internet Explorer 9 built-in and the ability to localize the Web based on where you are. Corporate VP of Windows Phone, Joe Belfiore, demonstrates how Windows Phone Mango takes mobile internet to the next level.
    Bing serves you better than a hotel concierge. Use Local Scout to find cool restaurants, sights, and shops—then buy tickets or make reservations on the spot.
  2. A smarter approach to apps  [04:45 or separate excerpt]
    Smart app integration is built into Windows Phone Mango, so mobile apps show up when and where you need them. Corporate VP of Windows Phone, Joe Belfiore, demonstrates how to get the most from your mobile apps on Windows Phone Mango.
    Thousands of apps and counting. Rather listen to music? Create playlists, download podcasts, or track down that tune you can’t place with Music search. Live Tiles are more dynamic and informative in the next release of Windows Phone, codenamed Mango.
  3. Easier to connect and share [07:10 or separate excerpt]
    Windows Phone Mango communications features are organized around the person or group you want to interact with, not the app you have to use. Corporate VP of Windows Phone, Joe Belfiore, shows how access to mobile Facebook and Twitter has never been easier with Windows Phone Mango.
    Texting, Facebook chat, and Windows Live Messenger—now in one seamless experience. Create Groups to send your messages, videos, and pics to friends or family at warp speed. Groups and Threads coming to Windows Phone this fall, make it easier to stay connected with friends and family.

Remarks by Larry Page on the quarterly earning calls [July 14, 2011, see also Larry Page to boost Google even more as becoming CEO again [April 2, 2011]]

We have tremendous new businesses being viewed as “crazy”

Android
We actually have a new metric to report of 550,000 Android Devices activated a day!
That’s a HUGE number even by Google’s standards

Chrome
It’s the fastest growing browser
With over 160 million users

People rightly ask how we will monetize these businesses?

And of course I understand the need to balance the short term with the longer term needs because our revenues and growth serve as the engine that funds our innovation

But our emerging high usage products can generate huge new businesses for Google in the long run, just like search And we have tons of experience monetizing successful products over time

Well run technology businesses with tremendous consumer usage make a lot of money over the long term

I think about our products in three separate categories

First, there is search and our ads products, the core driver of revenue for the company. Nikesh and Susan are going to talk more about ads later in the call

Next, we have products that are enjoying high consumer success–YouTube, Android and Chrome. We are investing in these in order to optimize their long-term success

Then we have our new products–Google+ and Commerce and Local. We are are investing in them to drive innovation and adoption

Overall, we are focused on long term absolute profit and growth, as we have always been–and I will continue the tight financial management we have had in the last two years, even as we are making significant investments in our future

Exclusive: AT&T’s Ralph De La Vega on Which Smartphones Are Winning [June 4, 2011 — Excerpt 1 ]

AllThingsD: You guys have always offered the broadest range of smartphones. What are the trends?

De la Vega: They definitely are buying a lot less feature phones than they used to. We’ve seen a dramatic shift from feature phones and quick messaging devices, which were texting devices only, into smartphones. We love that.

Android is becoming more popular. Our Android business is doing very, very well. I think what’s happening is people have latched on to smartphones. I think over time there will be fewer and fewer feature phones.

There are a million Android devices. Do you want to see more customization? I know at Mobile World Congress you said that you would carry the HTC device that is very Facebook-centric. Do you want to see more devices like that, that are a little more specialized?

De la Vega: I think you are going to see more people put a different UI on top of Android, like HTC has very successfully done. I love what they have done with their UI. It’s very simple, but it is still Android. I hope others will step up to the plate and Android itself will get better.

What have been the positive surprises? We talked about how BlackBerry has had a rough time and with Windows Phone, even though you like the product, the volume hasn’t been maybe what you hoped for.

De la Vega: iPhone and Android. I’ve been very pleased with HTC. HTC has come out with the HTC Inspire and it is selling extremely well in our stores. I think HTC has done a great job with the user interface. You go in and it is distinctive and I think other players are going to have to step up to that. So, Android and Apple are really the hot products right now.

Microsoft’s Android Plan: Evil Genius Or Just Evil? [July 13, 2011]

Buried in all the intrigue surrounding the Nortel patent auction was an interesting tidbit: Microsoft did not have to bid on the patents, but they did anyway. Why? As far as I can tell, it’s one of two reasons. One is evil. The other is evil genius. Either Microsoft really wants to kill Android. Or, if Android continues to thrive, Microsoft wants to be the ones that make billions of dollars off of its success.

… they’d prefer that Android (which killed Windows Mobile) would die and Windows Phone would take it’s place. But the next best option is to catch a free ride on the Android train. Patent licensing deals already in place with HTC, General Dynamics, and others could mean revenues of over $1 billion by next year, as Forbes reports. And if they’re able to convince Samsung to sign one as well (which could effectively force every Android partner to sign one), we could be talking multiple billions of dollars of revenue each year.

Microsoft’s intent here is pure evil genius. “It’s not like Android’s free. Android has a patent fee. You do have to license patents,” Microsoft CEO Steve Ballmer said last year. What he didn’t explicitly say is that you’d have to pay Microsoftand not Google for those patents. Think about this for a second: it’s entirely possible that Microsoft is going to end up making more money — perhaps significantly more — from Android than Google will. A year ago, such a statement would have seemed like a joke. But now it’s becoming reality. And it must be the ultimate nightmare for Google.

By being a part of the winning team, and not allowing Google to get Nortel’s patents, Microsoft put themselves in a win-win situation. If their continued threats to Google’s Android partners force those partners to reconsider their Android commitments, well there’s Windows Phone waiting with opened arms. If the threats lead to licensing agreements and the continued rise of Android, well there’s a huge pile of money from each participating OEM.

So no, Microsoft did not have to bid on the Nortel patents. But doing so may prove to be one of the best moves Microsoft has never made. And strangely enough, they have Apple to thank. Of course, they’re likely playing their own little game in this situation. Keep your enemies closer. Or keep them fighting.

Behind Microsoft’s $15 Samsung Android royalty claim [July 6, 2011]

Samsung is reported to be trying to lower the payment to $10.

The source for this report is the South Korean Maeil Business Newspaper, which quoted unnamed industry officials.

The Samsung story follows a week in which Microsoft named three OEMs as having agreed to license its patents for devices they make and sell running Android.

A fourth manufacturer was named on Tuesday this week, only this time Google’s Chromewas added to the Android mix. Microsoft said it had signed a deal with Wistron on tablets, mobile phones, e-readers and other consumer devices that use Chrome in addition to Android.

Microsoft is giving manufacturers two choices: pay up over the long term or incur years of high legal fees. You decide which your board or your investors like best.

That’s a tough choice given patent and IP cases can drag on for years and can cost billions of dollars. It’s a hard course of action to take when, given the fashion-driven nature of consumer devices, the product you’re battling over stops selling or gets canned. It’s an even tougher decision to fight cash-rich Microsoft alone while the maker of the thing you’re fighting over, Android, doesn’t want to step in to back you up.

Microsoft is putting other Android OEMs on notice that it’s coming after them for some easy patent money. That’s the first “win”.

The second? Microsoft will be hoping it can influence the courts in the Barnes & Nobel and Motorola cases – and in any future cases – by saying: if you don’t believe us on Android violating our patents, just look at all those who accepted we were right and agreed to pay up.

Nortel Announces the Winning Bidder of its Patent Portfolio for a Purchase Price of US$4.5 Billion [June 30, 2011]

Nortel Networks Corporation [OTC: NRTLQ] announced that it, its subsidiary Nortel Networks Limited (NNL), and certain of its other subsidiaries, including Nortel Networks Inc. and Nortel Networks UK Limited (in administration), have concluded a successful auction of all of Nortel’s remaining patents and patent applications. After a multi-day auction, a consortium emerged as the winning bidder with a cash purchase price of US$4.5 billion. The consortium consists of Apple, EMC, Ericsson [USD 340 million], Microsoft, Research In Motion and Sony.

The sale includes more than 6,000 patents and patent applications spanning wireless, wireless 4G, data networking, optical, voice, internet, service provider, semiconductors and other patents. The extensive patent portfolio touches nearly every aspect of telecommunications and additional markets as well, including Internet search and social networking.

“Following a very robust auction, we are pleased at the outcome of the auction of this extensive patent portfolio”, said George Riedel, Chief Strategy Officer and President of Business Units, Nortel. “The size and dollar value for this transaction is unprecedented, as was the significant interest in the portfolio among major companies around the world.”

The sale is subject to applicable Canadian and U.S. Court approvals which will be sought at a joint hearing expected to be held on July 11, 2011. Nortel will work diligently with the consortium to close the sale in the third quarter of 2011.

As previously announced, Nortel does not expect that the Company’s common shareholders or the NNL preferred shareholders will receive any value from Nortel’s creditor protection proceedings and expects that the proceedings will result in the cancellation of these equity interests.

On the very latest legal problems with Android:

ITC says HTC violating two of Apple’s patents [July 15, 2011]

The ITC administrative law judge’s initial determination was that HTC infringed on two of the 10 patents Apple had filed a complaint over in March 2010, according to an HTC statement. The ITC still needs to make a final ruling on the complaint. A loss carries the threat that HTC’s products would be banned from coming into the U.S., and Apple only needs to get a favorable decision on one of the patents.

The latest development is also a major blow to HTC, which has made strides in building market share and a brand with its line of Android-powered smartphones, many of which feature the company’s own Sense user interface. HTC was the first Android supporter that Apple went after, signalling the growing threat of Google’s software to iOS and the iPhone franchise.

On Monday, Apple had filed a second complaint with the ITC, claiming that five additional patents were being illegally used, including one used for scrolling operations, another for programmable tactile touch-screen displays, and one for a double-sided touch-sensitive panel, all of which are used in another complaint against Samsung.

The other relates to the ability to scroll, zoom, and rotate content on a screen, while the last references “portable computers.”

The five additional patents weren’t a part of this ruling.

HTC is considered the most vulnerable legally of the Android partners because it lacks a robust portfolio of patents that act as a potential shield. Earlier this month, HTC purchased S3 Graphics, largely because of a collection of patents that the ITC administrative law judge recently determined were used illegally by Apple.

Apple, meanwhile, is still in the middle of a similar patent fight against Samsung Electronics.

Apple Notches Patent Win Against HTC [July 18, 2011]

Apple Inc. netted a victory in its legal dispute with HTC Corp., as a U.S. International Trade Commission judge ruled the Taiwanese cellphone maker infringed two patents that Apple had cited in a March 2010 complaint to the agency.

The patents relate to multimedia processing technology and data detection technology that lets users dial a phone number that appears in their email. Apple originally alleged that ten of its patents were used in smartphones from HTC, which uses Google Inc.’s Android mobile operating system. The ITC ruling Friday only applied to four patents.

Apple, which helped reshape the mobile phone market with its hit iPhone, has been grappling with the rise of competing smartphones that run Android.

The ruling comes as a blow to HTC, and could have implications for other Android phones that offer similar functionality. Apple has squared off in other patent cases against smartphone makers such as Motorola Inc. and Samsung Electronics Co.

In a statement, a spokeswoman for HTC said it plans to appeal the decision. “We are confident we have a strong case for the ITC appeals process and are fully prepared to defend ourselves using all means possible,” she said, adding that “this is only one step of many in these legal proceedings.”

A spokesman for Apple reiterated its previous statement that “competitors should create their own original technology and not steal ours.”

Taiwan’s HTC rejects fresh Apple patent claim [July 11, 2011]

Taiwan’s leading smartphone maker HTC on Tuesday dismissed fresh patent infringement claims by US giant Apple as the legal battle between the rivals escalated.

Apple Monday filed a complaint against HTC with the US International Trade Commission (ITC) — which is already reviewing three other disputes between the two — over five cases linked to technology used in the iPad and iPhone.

It has also lodged a suit in a US District Court in Delaware.

“HTC is disappointed at Apple’s constant attempts at litigations instead of competing fairly in the market,” said HTC general counsel Grace Lei in a statement.

“HTC strongly denies all infringement claims raised by Apple in the past and present and reiterates our determination and commitment to protect our intellectual property rights,” she said.

Shares in HTC closed limit-down seven percent at Tw$915.0 ($31.5) in the Taipei bourse.

“Sentiment was hit by Apple’s fresh legal action as well as heavy losses in the international and regional markets,” said Alex Huang, an analyst at Mega International Investment Services.

HTC touts its own brand of smartphones and also makes handsets for a number of leading US companies, including the Nexus One unveiled by Apple rival Google.

Apple in March 2010 called on the ITC to investigate the Taiwan company over iPhone patents. That was followed months later by HTC filing for a probe into possible software patent abuse by the California-based firm.

Patent lawsuits are a regular occurrence among technology giants and Apple is currently being sued by Nokia for patent infringement. Apple has fired back a countersuit against the Finnish mobile phone giant.

And last week Apple hit back at an infringement claim by Samsung by calling for the South Korean company to be investigated.

— Dow Jones Newswires contributed to this story —

ITC judgment of HTC infringement of Apple patents arouses concern in China handset industry [AFP from Taipei, July 19, 2011]

The US International Trade Commission (ITC) has made an initial ruling that Taiwan-based smartphone vendor HTC has infringed two of Apple’s 10 patents related to iPhone, and this has caused concern among China-based vendors and white-box vendors of smartphones mainly because almost all of these smartphones are based on free and open-source Android, according to China-based 21st Century Business Herald.

Some of these vendors worry about the risk of becoming embroiled in patent infringement due to adoption of Android, and have drawn up three strategies to cope with potential impact. The three strategies are enhancement of support to Microsoft Mango operating system, promotion of smartphone customization by mobile telecom carriers for protection through binding common interest (especially carriers partnering with Apple and Microsoft), self-development of own operating systems, the source pointed out. China-based smartphone vendors Huawei Device and ZTE have planned to adopt Mango, the source indicated.

However, other vendors hold the opinion that China-based vendors are not so competitive and important in the global smartphone market as to become targets of Apple’s or Microsoft’s patent infringement lawsuits, the source indicated. They also think the ITC ruling will push up cost of adopting Android and this will benefit white-box vendors because it is impossible for them to pay royalty fees to Apple or Microsoft, the source noted.

Worldwide Partner Conference 2011 Information:

Steve Ballmer: Worldwide Partner Conference 2011 [speech transcript, July 11, 2011]

… Phones, we’ve gone from very small to very small, but it’s been a heck of a year. (Laughter.) And you’re going to see a lot of progress in that market competitively as we move forward.

… A year ago, Microsoft had no Windows Phone. In the last year, we’ve sold millions of phones. When we survey our users, nine out of ten of the people who bought a Windows Phone absolutely would recommend it to a friend. It’s certainly a very busy, active, competitive market. We’ve got a lot of work to do to break through. And yet, the people in the phone business believe us. We’ve already had over 20,000 applications built for Windows Phone in eight months. That’s a faster ramp than either Android or iPhone had. Nokia, who had a choice this year to bet on themselves, to bet on Android, or to bet on Windows Phone said for their bet the company strategy, they’re going with Windows Phone. They saw our roadmaps. They saw what we’ve done. They saw what we’re planning on doing. They’re pushing us. They’re pushing us to go broader geographically with Windows Phone. They’re pushing us to hit new price points with Windows Phone. But, they believe.

Others believe, too. Gartner and IDC both did predictions this year that said Windows Phone would be the No. 2 phone in the market by 2015. We’ve already shipped two major updates since we launched Windows Phone less than a year ago. The update that we just made available, “Mango,” which will be on phones this fall, has over 500, 500 new features. We know we’ve got a lot to do, but like the cloud, like NT many years back, we’re all in when it comes to mobile devices. And whether it’s phones or slates, or PCs, or console devices, we’re certainly pushing extremely far, and extremely fast.

Windows Phone 7 ‘Mango’ video demo YouTube [July 13, 2011]

The 3 main things about ‘Mango’:

  1. Connecting and sharing more easily with people
  2. Making apps smarter
  3. Taking the web beyond just the browser

Andrew Lees: Worldwide Partner Conference 2011 [speech transcript, July 12, 2011]

… there are some key trends that are fundamentally changing the world of devices. Now, they’re going to have a huge impact in the technology that we provide, and the solutions that you build. And it starts right at the core of the devices themselves, the core technologies.

we’re at an inflection point in Moore’s Law, where you can put all of the key things required to run a computer into a single chip, a system-on-a-chip. That means that you can have full PC compute power available in whichever form factor that you like. And that’s part of the reason why we’re seeing all of these different form factors.

… Another advantage of moving everything onto a single chip is that the price comes down dramatically. And, in fact, if you look even at the price of smartphones, a year ago all smartphones cost over $400 when they left their hardware manufacturer. Today, they’re down to about $200, and next year, a smartphone that can run something like Windows Phone 7 will actually be down to $100 to $150. So, you’re seeing a dramatic price reduction. …

… a lot of people have asked me, are we going to produce a phone that is a tablet? You know, are we going to use Windows Phone 7 to produce tablets? Well, that is in conflict with this strategy. We view a tablet as a sort of PC. We want people to be able to do the sorts of things that they expect on a PC on a tablet, things like networking to be able to connect to networks, and utilize networking tools, to get USB drives and plot them into the tablet. To be able to do things like printing, all of the things using Office, using all of the things you would expect from a PC and provide a hybrid about how you can do that with the tablet, as well.

And so at the Build Conference in September we will talk about how we can provide the bet of the PC and the tablet. And our strategy is not just limited to that. We are aiming to provide coherence and consistency across the PC, the phone, and the TV, particularly with Xbox. That’s through providing new types of scenarios, things like the way in which we make the user experience more common, as you saw yesterday in the demonstration of the user experience that you have on Windows 8, Windows Phone, and also on Xbox. But, also sharing key pieces of technology.

You see if you looked at the update that we’re providing to Windows Phone this year, we include a new browser. It’s Internet Explorer 9. It’s the same technology that we have on the PC. It’s not similar. It’s the same. So, we can take the advantages that we provide on the PC and immediately leapfrog and provide those across different types of devices.

This is very important to you, because it protects the investments that you have made with ustogether, and your customers have made in key elements of the technology, not only the device, but the infrastructure, the productivity, and the solutions that are used to feed those devices to enable those business and consumer scenarios.

So, for a phone the strategy here is not to provide a business phone, or a consumer phone, but to have them all be the same thing. There’s only one thing. And so there’s a few key things that we’re delivering with our phone strategy:

The first one is that we need to provide what end users desire and what they require. These personal scenarios like music and games, and communications, personal communications, social networking, build them into the phone, but also enabling a line of business solutions, business productivity, getting access to information inside of your company. And we may need to make sure that it works with the existing infrastructure and we provide the same tools for you to provide solutions to customers.

… what is “Mango” all about? Well, it’s about three main things. The first thing is communication, the second thing is about applications, and the third thing is the Internet.

You see, the phone has always been a communications device, but people today are communicating in lots of different ways. Communications, email, instant messaging, sharing pictures and laugh-out-louds, and social networking; even checking in is a type of communication. Rather than doing all of that in individual applications we build those core capabilities into the phone. It is the easiest and simplest way to communicate across a variety of different services, and to go from phone to phone, phone to PC, or phone to Xbox.

The second area is applications. The problem with applications is they all run in silos. So, with “Mango” we let applications break out of their box. It means that information from the application is available throughout the phone, and also, the application participates in the total experience.

Then finally with the Internet, the challenge here has always been to provide a desktop-type experience on the phone. And we deliver that by including things like Internet Explorer 9, in with “Mango.” But, we go one step further, and we say imagine if you could take the power of the Internet and deliver that beyond the browser, in a way that enables you scrape the Web so that you can quickly find answers and get things done, find information to be more productive. …

IDC recently did a study; first of all, they’re predicting that Windows Phone will be the number two smartphone in 2014. More about that in just a second. But what they’ve also done is looked at the revenue attach opportunities that there are for partners when they go through to provide infrastructure that feeds the phone, through things like management, security, and enabling these types of scenarios. The second thing is productivity through delivering things like Office 365, Office itself, et cetera, to make employees more productive, SharePoint, and then solutions, line-of-business solutions, that you develop. And the opportunity here is just mind-blowing. …

So, the message here is make sure that the phone is a key element of your strategy for how you’re providing productivity, infrastructure, and solutions for your customers.

The second area is with operators. And here what we want to do is provide the largest geo-footprint that we can. We’re going to more than double the size of the market that we have in “Mango.” We significantly increased the number of countries, and we will lower the price of the phones by half, increasing the total addressable market very, very dramatically.

And, of course, we’re doing that in partnership with the handset makers. There will be a whole new range of phones that are available this fall around “Mango” at different price points, with different features, particularly from the partners that we have already been working with, Samsung, HTC, and LG. But I’m also very excited about the partnership that we announced in February with Nokia, and this is where they’re going to move to exclusively rely on Windows Phone as their platform.

Microsoft Reveals New Windows Phone 7 Mango Handsets From Samsung, Acer, And More.flv [July 12, 2011]

Steve Guggenheimer: Worldwide Partner Conference 2011 [July 12, 2011]

[see the above video excerpt]
Andy talked about Acer, Fujitsu, and ZTE as new phone providers. I’m happy for the first time ever to have one of each of the phones up here and running. All of these are running live “Mango” builds. Acer brings one of the large OEM brands into the phone space on Windows 7. I think this Fujitsu brings a little bit of lightheartedness and life along with a waterproof design. Great capability in terms of the camera. And the ZTE brings one of the largest manufacturers in the phone space into the Windows Phone 7 world. So, as we see the technology move forward in Derek’s great demo, we’re going to have devices that take advantage of it.

Last, but not least, I’m very happy to show, this is the first time, this is the new Samsung that’s coming. It’s very thin, and light, and that’s the theme you’re going to see as the processors get thinner and better battery life, as the screens get better, we’re going to see phenomenal screen resolutions, great battery life, lightweight devices across the phone.

Fujitsu to launch first Windows Phone Mango handset in… August? [July 16, 2011]

Say it ain’t so — not only is a phone not delayed, it’s actually planning to come out earlier than its quoted launch window? This particular miracle is the exception much more than the rule, but Microsoft’s latest Windows Phone OS (nicknamed “Mango,”) might come out prior to the anticipated fall release. According to Nikkei, Fujitsu will offer the very first Mango device, a waterproof phone called the IS12T, on KDDI “as early as late next month.” The phone is to be sold for 30,000 – 40,000 yen ($378 – 505), a reasonable amount of coin for what will likely be a higher-end device. And — if it’s the same handset showcased at this week’s Worldwide Partner Conference — a pink version will be on sale. So, what’s more enticing: a Hello Kitty-flavored Windows Phone, or a Samsung Galaxy S II lookalike running Mango? It’s a tough call.

Microsoft slips Windows Phone Mango ready by September

Microsoft spoils WP7 Mango launch timing

Microsoft’s Imagine Cup account on Twitter inadvertently gave away timing for the first Windows Phone 7 Mango devices through a Twitter post(since deleted). The company promised that the finalists in the student competition would all get “Windows Phone 7.5 Mango.” Every winning student would get a phone with the new OS “by September.”

The statement doesn’t directly equate to a full, public launch of Mango in September, but it does hint that the OS will at least be ready by the same time. Microsoft is holding its Build developer event the same month and will probably want a complete OS, if not production hardware, to show.

Outside of the new misstep, Microsoft has only ever committed to fall for the new WP7 update. Its timing may depend on new hardware. This year, the hardware partners are expanding significantly and include very regional companies like Fujitsu and ZTE along with returning veterans like HTC, LG, and Samsung. [via Mobility Digest]

Microsoft President Announces New Partner Benefits and Underscores Opportunity With Windows Phone ‘Mango’ [feature story, July 12, 2011]

During a keynote address at WPC, Lees also emphasized that now is the time for partners to join and benefit from the expanding Windows Phone ecosystem.

Lees highlighted a number of new featurescoming to the next version of Windows Phone, code-named “Mango,” that build upon the unique design of Windows Phone and deliver integrated experiences with the company’s massive business user base of more than 750 million Microsoft Office users, 150 million Exchange users and 100 million licensed SharePoint users.

As the only phone to offer Microsoft Office Mobile and Outlook Mobile built-in, the next version of Windows Phone, available later this year, will enable greater productivity by allowing businesses to extend their IT infrastructure and utilize Microsoft cloud-based services such as Office 365while increasing opportunities for partners around the globe, Lees said.

At WPC, Lees unveiled a range of new benefits and opportunities for members of the Microsoft Partner Network (MPN).

Lees announced an exclusive discount program that makes it easier for MPN members worldwide to obtain and experience Windows Phone. The new discount program, which begins immediately, is available to all MPN memberswith at least one Microsoft competency.

Lees also unveiled a new MPN app for all Mobility Competency partners that enables them to easily access exclusive technical and sales contentfor Windows Phone while on the go.

“When people try Windows Phone, they love it,” Lees says. “But it’s more than selling phones. Our goal is to equip partners with what they need to be successful, giving them the guidance and tools they need to bring compelling experiences to their customers.”

As a specific benefit to Mobility Competency partners, Lees announced a special MPN logo, available today, that partners may use to distinguish their apps from others in the Windows Phone Marketplace and App Hub.

Lees also announced that the next round of MPN updates in the fall will include a new way for partners that build mobile apps to attain the Mobility Competency certification by developing an app that meets specific business criteria.

For another view of the partner news shared about Windows Phone during WPC 2011, view the Windows Phone Mobility Partners video of Microsoft Partners discussing the opportunities for building Windows Phone applications and solutions.

Mango Provides Sweet Opportunities for Windows Phone Partners [July 12, 2011]

[​Author: Paul Bryan – Sr. Director, Product Management, Business Experience on the Windows Phone team.]

I’m at Worldwide Partner Conference (WPC) in Los Angeles today, which this year is hosting almost 15,000 Microsoft Partners from around the world. Today, Windows Phone Division President Andy Lees addressed attendees on the opportunities for partners with Windows Phone. It’s an exciting time for the Windows Phone business and we’re thrilled to see the great things people are saying about our next major update – code-named Mango. Take the great new product capabilities coming in Mango, combined with new partner benefits just announced and there’s never been a better time to join the rapidly growing Windows Phone ecosystem.

Expanding Windows Phone Partner Ecosystem

We launched Windows Phone 7 last fall with the help of our partners and have seen the ecosystem momentum build rapidly ever since. We’ve received great customer feedback about their experiences across the range of devices being offered by our hardware and mobile operator partners. More than 42,000 developers worldwide have registered with the Windows Phones Marketplace. To date, these developers have added more than 22,000 apps to the Windows Phone Marketplace, greatly expanding the range of experiences for Windows Phone customers. From hot consumer apps like Angry Birds, ESPN Scorecenter and Netflix, to business-focused apps like CWR Mobile CRM 2011, and PushBI, the Marketplace is growing stronger each day with the help of our partners.

Additionally, with our agreement with Nokia finalized, work is well underway to deliver Nokia phones on the Windows Phone platform before the end of the year.

Sweet, Sweet Mango

There’s a lot of buzz around our upcoming Mango update, which will add hundreds of new features and capabilities that build upon the unique design and integrated experiences of Windows Phone. If you’re a partner building solutions with Exchange and SharePoint, Mango adds a number of new Outlook and Office Mobile productivity features bringing even more value to your solutions on Windows Phone. Mango will also add built-in support for Office 365 and a free Lync Mobile app, making communication and collaboration a snap for companies whose infrastructure is on premises or in the cloud. Mango will also offer added functionality for organizations to make the most efficient use of resources, allowing IT departments to use existing infrastructure to manage phones or distribute their own applications using Targeted App Distribution in Marketplace.

For developers, Mango adds a range of new capabilities for delivering richer more compelling apps. In addition to support for SQL Linq, sockets, and background processing, Mango brings new ways for app developers to make the user experience more engaging and seamless through Live Tiles and integration with Bing search services.

Not only do these new features in Mango extend the premier productivity smartphone experience, but they’ll help partners to grow their business. In fact, a new study by IDC study suggests that by 2012 Windows Phone has the potential to generate annual attached software and service revenue of nearly $300 per Windows Phone device for partners. In other words, Windows Phone for the long-term is a huge opportunity for partners to attract new customers and grow their business.

windowsphone1.PNGFor app and solution developers, a familiar platform and enhanced development tools in Mango will enable partners to create and distribute new solutions and applications. Partners will continue to leverage familiar tools such as Silverlight, the XNA Framework, Visual Studio 2010 and Expression Blend, to bring new apps to market quickly. Some good examples of this are Yellowbook and REALTOR.com. Additionally, Yammer announced today they will be bringing their enterprise social networking app to the Windows Phone Marketplace later this year.

We also recently released the Windows Phone Mango Beta 2 Developer Tools so developers could try out the new capabilities and get a jump on building and testing new apps for Mango.

Revamped Mobility Competency and Added Discounts for Microsoft Partners

As part of WPC, we are happy to announce several new benefits designed to help partners experience Windows Phone and promote their Windows Phone expertise to customers.

First, we’re making it even easier for partners to obtain and experience Windows Phones with a new Windows Phone Discount Program. Partners with at least one Microsoft Competency can take advantage of exclusive discounts from mobile operators and hardware vendors for all of their employees worldwide.

We’re also making it easier for partners to stay informed through a new MPN app for Windows Phone, which provides access to exclusive technical and sales content.

windowsphone2.jpg

In addition, we’re revamping the Mobility Competency certification. Partners can earn the Microsoft Mobility Competency for their organizations through newly revised Windows Phone training. And for the first time, beginning with the next round of MPN updates this fall, partners will be able to obtain the Microsoft Mobility Competency certification for their company by developing an app that meets specific criteria as a business application. Through the Mobility Competency, partners can become and stay proficient in Windows Phone app development and solution deployment. They will also be able to utilize a special MPN logo, available immediately, to distinguish their apps in the Windows Phone Marketplace and App Hub.

Exciting times indeed! With new partners, new products, new platform capabilities, new partner benefits and more great apps and solutions being delivered every day, it is a great time to be part of the Windows Phone ecosystem and take advantage of the tremendous opportunity ahead.

For information about the opportunities with Windows Phone Mango or the Marketplace, visit our Partner site. To view sessions from Worldwide Partner Conference, visit here. For more information, we encourage you to check out this feature on Microsoft News Center.

To learn more about the Windows Phone partner news shared today, we encourage you to check out this video that features Microsoft Partners discussing the opportunities for building applications and solutions for Windows Phone.

The Weekly Wrap: Marketplace tops 25,000, Windows Phone goes Hollywood, Garmin’s new app [Windows Phone Blog, July 8, 2011]

Marketplace tops 25,000 While estimates differ, unofficial Marketplace counters now peg our app inventory at somewhere north of 25,000, as multiple bloggers noted last week. Regardless of whose numbers you trust, the bottom line is that Marketplace is going gangbusters. But buzz about the overall app count overshadowed what I think was the week’s most exciting news: the boatload of brand-name apps that poured in. WPCentral counts at least 52 marquee titles in the last two weeks. Liveside.net, meanwhile, compiled its own handy list (complete with download links) of standouts. Check it out

Devices’ information:

WP7 Mango: HTC Eternity Windows Phone 7 Specs and Release Date [Jul 13, 2011]

The images leaked online provides glimpses of new HTC Windows Phone 7, currently being called ‘Eternity’. HTC Eternity will land as one of the first most smart phones running Microsoft Windows Phone 7 Mango (WP7) operating system.

HTC reconfirmed its commitment to Windows Phone 7 based smartphones in a statement at Global Technology Summit in Paris by HTC Head European Nations, Florian Seiche to to Reuters that they will keep developing Windows Phone 7 smart phones like HTC Eternity and HTC Omega, despite of Microsoft Nokia deal:

It will not change our commitment to Microsoft. With a new player entering, it should actually help to elevate the relevance of that platform. We actually feel that we should be able to benefit. The long-term opportunity with Nokia entering will definitely bring Windows back to critical mass.

There were few news leaks back in May 2011, which failed to attract much attention, but this time there are enough details to be given weight. The new HTC Eternity appears to have a big 4.7 inches WVGA Super LCD display screen, bigger than on the Samsung Infuse 4G. So if a large screen is what you wish for, the HTC Eternity might be the phone you want to wait on. Other than that, HTC Eternity seems to have a typical spec sheet for a mid-to-high level device, beside running Windows Phone 7 (WP7 Mango).

HTC Eternity is said to have a single core 1.5GHz processor, 4.7 inch screen with WVGA resolution, 8P autofocus camera with dual-LED 720p video recording capabilities, 1.3 MP front camera and 16GB internal memory. There was also a DLNA, Bluetooth, WiFi, GPS, 1650mAh battery. Here under is the HTC Eternity Windows Phone 7 complete specs:

WP7 Mango: HTC Eternity Windows Phone 7 Specs
Microprocessor Chipset CPU:Clock: 1500 MHz
CPU: Qualcomm Snapdragon MSM8255
Memory,_Storage+capacity RAM+capacity: 512 MiB
ROM:capacity: 14.9 GiB
Display Display Type: Super LCD , 16777216 scales Display:Diagonal: 4.7 ”
Display:Resolution: 480 x 800
Sound Microphone(s): stereo
Loudspeaker(s): Supported
Audio-Output: 3.5mm
Cellular Phone Cellular_Networks: GSM850, GSM900, GSM1800, GSM1900, UMTS900, UMTS2100 Cellular-Data-Links: CSD, GPRS, EDGE, UMTS, HSDPA, HSUPA, HSPA+
Call Alert: 64 -chord melody
Vibrating+Alert: Supported
Speakerphone-: Supported
Control+Peripherals Positioning:Device: Multi-touch screen Primary Keyboard: Not supported Directional+Pad: Not supported
Scroll-Wheel: Not supported
Interfaces Expansion:Slots: Not supported USB: USB 2.0 client, 480Mbit/s
micro-USB Bluetooth: Bluetooth 2.1 + EDR Wireless LAN: 802.11b, 802.11g, 802.11n Infrared:Gate: Not supported
Multimedia+Telecommunication Analog Radio Receiver: FM radio (87.5-108MHz) with RDS Digital+Media-Broadcast_Tuner: Not supported
Satellite Navigation Built-in-GPS module: Supported Complementary GPS-Services: Assisted GPS
Built-in-Digital-Camera Main-Camera: 8 MP Autofocus-(AF): Supported Optical+Zoom: 1 x Macro_Mode: Supported Built-in Flash: mobile light (LED) Secondary-Camera: 1.3 MP
Additional Details Built-in-accelerometer: Supported Battery: removable Battery Capacity: 1650 mAh

WP7 Mango: HTC Eternity Windows Phone 7 Release Date

Release Date and Price of the new Windows Mobile 7 based HTC Eternity are yet officially disclosed by the HTC, but reportedly HTC Eternity will be released in fall 2011.

HTC to tap tablet boom with many models [Reuters from Paris, May 17, 2011]

Smartphone maker HTC plans to roll out a range of different tablet computers to gain a foothold in the fast-growing market, a company executive said on Tuesday.

The global market for tablets, started only last year with Apple’s iPad, will likely grow to 108 million devices next year, compared with just 17.6 million in 2010, according to research firm Gartner.

“I really believe that the tablet market is really going to be a big market in the future and this is just the start,” HTC Europe head Florian Seiche told the Reuters Global Technology Summit.

“In five years’ time, schools will have tablets probably instead of physical notebooks. I think that’s going to be such a massive wave of additional penetration in society… I think we can’t even guess the potential.”

Seiche said HTC’s first tablet, the Flyer, had made a good start in terms of sales.

“It’s early days but we feel very good about it,” he said.

NOKIA BOOST

HTC should benefit from Nokia’s deal to start using Microsoft’s software in its smartphones as this will boost Windows’ share of the smartphone market, Seiche said.

“It will not change our commitment to Microsoft,” he said. “With a new player entering, it should actually help to elevate the relevance of that platform … we actually feel that we should be able to benefit.”

Microsoft’s mobile platform has rapidly lost appeal among consumers who have instead picked iPhones, BlackBerrys and phones running on Google’s Android platform, which became market leader in the last quarter. It now controls only around 3 percent of the smartphone market.

The long-term opportunity with Nokia entering will definitely bring Windows back to critical mass,” Seiche said at the summit at the Reuters office in Paris.

HTC uses Microsoft software, although its growth has mostly come from smartphones using Google’s Android platform.

“Android has had tremendous growth and we believe that this trend is going to continue, definitely,” Seiche said. “Android’s growth … is going to expand further to Asia and the emerging markets.”

Seiche added that he expects HTC to roll out its first mobile phone using near-field communications (NFC) technology for mobile payments within the next 12 months.

NFC is a short-range way to swap data wirelessly, meaning mobile phones can become a way to pay for goods, store e-tickets or swap photos and business cards.

Samsung GT-i8350 with Windows Phone Emerges [July 11, 2011]

South Korean mobile phone maker Samsung Electronics is reportedly gearing up for the launch of a new Windows Phone handset, one that would become the direct successor of the company’s Omnia 7 handset.

Samsung was named among the launch partners for Microsoft’s Windows Phone Mango OS, and we knew that the vendor was preparing the release of new devices based on the platform, but no specific info on the handset was available until now.

However, a user agent profile (UAProf) of the Samsung GT-i8350 shows that the company might have this device included among the first series of Mango-powered handsets.

What the said agent string shows is that this mobile phone will arrive on the market with the IE9 browser on board, which leaves little room for speculation when it comes to the operating system it would be based on.

Windows Phone Mango was unveiled previously this year with the new Internet Explorer Mobile 9 on board, and this is the platform the Samsung’s GT-i8350 will land on shelves with.

Moreover, the said UAProf (found by nanapho) unveils that the new device will arrive on the market with a screen capable of boasting a 800 x 480 pixel resolution, and that it would sport Bluetooth 2.1 and HSPA+ connectivity capabilities as well.

As UnwiredView notes in a recent article, the new mobile phone was already added to the handset vendor’s website, though its page does not offer any info at the moment.

Last year, Samsung came to the market with more than just one Windows Phone device, and chances are that it would launch more than one such device this year as well.

This means that Samsung GT-i8350 will soon be accompanied by more new Windows Phone devices on the company’s website, most probably targeted at various segments of the market.

However, it remains to be seen what hardware Samsung would pack inside these mobile phone since nothing was confirmed on it for the time being.

Samsung GT-i8350 may be the WP7 Mango-running successor to the Omnia 7 [July 11, 2011]

Steve Ballmer has said that a new wave of Windows Phones is due out for release before the end of this year, and as we’re approaching that deadline, the leaks are starting to come in. Today we have what is probably going to be one of Samsung’s new WP7 handsets, one to run the Mango update (which will likely be called either WP 7.1 or 7.5) from day one.

Japanese site Nanapho has uncovered a user agent profile (UAProf) of the Samsung GT-i8350, and apparently its Web browser will be IE9. Now, those following Microsoft stuff closely know that Mango is the first version of WP7 to come with what the company is branding IE9, so that can only mean that this new device will run just that.

The GT-i8350 will have an 800×480 resolution screen (which is the standard resolution for WP7), and will come with support for Bluetooth 2.1, and HSPA+.

The i8350 has also received its very own (blank, for now) page in Samsung’s UK support database, pretty much confirming that it’s real. You can see a screengrab of that above.

WMPU speculates that this may be the successor to the Omnia 7, Samsung’s first WP7 device released last year, which has the model number GT-i8700. However, that may not be the case. The i8350 may just be a lower-end device to accompany that successor onto the market. This is also pure speculation, but let’s keep in mind that Samsung likes to increment model numbers for sequels (successor devices). So, for example, the Galaxy S II is GT-i9100 whereas the original Galaxy S was GT-i9000. If Samsung hasn’t just changed that strategy, logically it means that the i8350 should be part of the WP7 lineup, yes, but not a successor to the Omnia 7. Perhaps the Omnia 7 will get a higher-specced successor that will be called i8750, or i8800. That would make sense.

Then again, these are all just (almost) random numbers anyway, so Samsung may have just chosen to do things differently this time. We’ll let you know as soon as we find out for sure.

New images of ZTE’s Mango device destined for China [July 16, 2011]

During WPC11, we saw the first glimpse of ZTE’s entry into the Windows Phone field. Now a few more images have come forth, posted by ZTE’s Dr. Luo Zhongsheng, who evidently is their head of smartphone development.

The phone can be seen sporting some art on the start screen as well as localized Chinese language support. In addition, it looks to have Weibo built in instead of Twitter, which is blocked in China. Weibo is described as “a Chinese microblogging site akin to a hybrid of Twitter and Facebook…”. The device itself looks like a prototype as opposed to the more polished version demonstrated at WPC, though as NanaPho suggests perhaps different color schemes will be offered. No other device specs are currently known.

This coincides nicely with the leak about the Toshiba-Fujitsu phone release in August, suggesting that indeed these phones are coming earlier than expected an the Asian market is gearing up for release.

Update: Evidently it’s not Weibos that’s built, but rather a standalone app running the service.

Fujitsu IS12T with Windows Phone 7 Mango coming next month [July 18, 2011]

At Microsoft’s 2011 Partner Conference , the company had a handful of unreleased smartphones on display running the Windows Phone 7 Mango update. The quartet included models from Samsung, Acer, ZTE, and Fujitsu, and it was thought that the phones would launch sometime in September when Mango is due to be released. The Fujitsu IS12T, however, appears to be ahead of schedule and could be the first to market — launching in August on Japanese carrier KDDI.

Details on the new smartphones remain scant so far, though the Samsung SGHi937 looks an awful lot like a Galaxy S II — one of the most popular non-iPhones in the world right now — running Windows Phone 7 instead of Android. If the internals remain unchanged, then we know exactly what kind of hardware the SGHi937 will pack.

When it comes to the Fujitsu IS12T, there’s not quite as much information. The IS12T won’t sport a massive display like the Samsung’s 4.5″ — instead, it’s a more modest 3.7″ screen that’s expected. There’s also a very good chance the IS12T will feature a 12 megapixel camera, based on its model number, Fujitsu’s past 12MP offerings, and the company’s statement that the phone will feature “great capabilities in terms  of the camera.” In addition to a stellar camera, the IS12T is going to be waterproof.

While snapping high-quality digital pics in the rain is cool, it’s even more amazing to think that a manufacturer may actually be releasing a smartphone ahead of schedule for once — instead of repeatedly delaying its launch. Pricing has yet to be revealed for the IS12T, but it’s safe to say this won’t be one of those $100 Windows Phone 7 devices Microsoft talked about.

More at WM Power User and Nikkei

Acer reveals its first Windows Phone Mango device [May 31, 2011]

Acer W4Windows Phone
Acer has revealed its first Windows Phone Mango device at Computex this week.

The device, expected later this year, will be named the Acer W4. Acer’s Windows Phone includes a 5PM camera, 8GB storage and DLNA support. Chinese blog zol.com.cn published images of the device on Tuesday after discovering it on display at Computex this week. Microsoft previously revealed that Acer was a new hardware parter for Windows Phone Mango devices during a VIP event last week.

Acer’s W4 specifications:

  • 3.6-inch WVGA
  • Screen Resolution: 480×800
  • 5mp Camera with auto-focus
  • HSPA 850/1900 or 900/2100 /GSM quad band 850/900/ 1800/ 1900 MHz Support
  • Qualcomm MSM8255 running at 1GHz
  • Wifi, Bluetooth 2.1
  • DLNA Support (DMC)
  • Windows Phone Mango
  • 8GB Storage

Acer W4 Windows Phone Mango device

Image credits: zol.com.cn

What a difference from the current offering!

From Buy your phone [US] site and HTC’s past press release:

Vendor and model:

Date:

Highlights:

Display:

Processor:

Carrier(s) and store(s):

HTC HD7

Friday, December 03, 2010 4:51 PM

•Seamlessly brings together work, play and family.

•Features the largest screen on a Windows Phone.

•Enjoy Netflix, T-Mobile TV, and Slacker Radio.

480×800

(4.3”)

1 GHz Qualcomm QSD8250

US: T-Mobile, Microsoft Store, Amazon.com, Best Buy, Radio Shack, Walmart

Singapore [Oct 12, 2010], Malaysia [Oct 13, 2010], Hong Kong [Nov 11, 2010], Australia: Telstra [March 29, 2011]

HTC Arrive™
[= HTC 7 Pro]

Friday, March 18, 2011 9:58 AM

•Sliding full QWERTY keyboard

•Tilt-up display

•5MP camera and 720p HD camcorder

[access to Zune, Xbox LIVE and Netflix]

480×800

(3.6”)

1 GHz Qualcomm QSD8250

US: Sprint, Microsoft Store, Amazon.com, Best Buy, Walmart

Samsung Focus™

Sunday, August 01, 2010 5:50 PM

•Thinnest, lightest Windows Phone.

•Brilliant 4″ Super AMOLED WVGA screen.

•Audience Noise Reduction for crystal clear calls.

480×800

(4.0”)

1 GHz Qualcomm QSD8250

US: AT&T, Amazon.com, Best Buy, Costco, Walmart

LG Quantum™

Friday, October 08, 2010 3:52 PM

•Full QWERTY keyboard for faster, easier texting.

•16 GB internal memory.

•Play To (or DLNA) software that lets you easily transfer photos & videos to your home entertainment system.

480×800

(3.5”)

1 GHz

Snapdragon  [Qualcomm QSD8250]

US: AT&T, Amazon.com, Costco, Walmart

HTC Surround™

Monday, October 04, 2010 2:51 PM

•Slide-out speakers with SRS Dolby Mobile surround sound.

•Surround yourself with entertainment, wherever you go.

•Kickstand for hands-free viewing.

16 GB internal memory.

480×800

(3.8”)

1 GHz Qualcomm QSD8250

US: AT&T, Amazon.com, Best Buy, Radio Shack, Walmart

Dell Venue Pro

Sunday, September 26, 2010 3:58 PM

•Vertical QWERTY keyboard provides quick access.

•Scratch and shatter resistant screen.

•Available on the T-Mobile network, exclusively from Dell.

480×800

(4.1”)

1 GHz Qualcomm QSD8250

US: Dell

HTC HD7S [largely = HD7 but with a Super LCD screen, it is exclusive to AT&T in the USA ]

Tuesday, May 17, 2011 10:13 AM

•High resolution 4.3” WVGA Super LCD Screen

•Slim, premium design with kickstand

•5 MP camera with auto focus and dual LED flash (records 720p HD video)

•Voice-activated, location-aware Bing search engine

480×800

(4.3”)

1 GHz Qualcomm QSD8250

US: AT&T, Amazon.com, Best Buy, Walmart

HTC Trophy™

Thursday, May 19, 2011 1:09 PM

•3.8” touchscreen for optimal gaming [harnesses the power of Xbox LIVE® for epic gaming]

•HD video

•5 MP camera with autofocus and flash

480×800

(3.5”)

1 GHz

Qualcomm QSD8250

US: Verizon, Microsoft Store, Amazon.com, Best Buy

Singapore [Oct 12, 2010]

wikipedia HTC HD7: The HD7 shares nearly all its specifications with its older Windows Mobile 6.5-running brother, the HD2, including the screen resolution and size (4.3 inches diagonal and WVGA 800×400 resolution).

HTC GOES BIG WITH MICROSOFT; LAUNCHING FIVE NEW WINDOWS PHONE 7 SMARTPHONES [Oct 11, 2010]: … HTC 7 Surround, HTC 7 Mozart, HTC 7 Trophy, HTC 7 Pro and HTC HD7 …

HTC 7 Mozart („a phone powered by high-fidelity audio”): Singapore [Oct 12, 2010], Malaysia [Oct 13, 2010], Hong Kong [Nov 11, 2010]

From List of Windows Phone devices (wikipedia):

Product
Release Date
System on Chip
Memory (RAM)
Display
Weight (g)
Carrier
Notes
Dell Venue Pro
November 8, 2010
QSD8250
512MB
4.1″, WVGA 800×480 AMOLED
165
AT&T, T-Mobile USA, Rogers (Pending)
Has vertical slide-out keyboard
HTC 7 Pro
January 17, 2011
QSD8250
576MB
3.6″, WVGA
185
Sprint, US Cellular, Cellular South
CDMA: HTC Arrive
Has slide-out keyboard
HTC 7 Surround
October 21, 2010
QSD8250
448MB
3.8″, WVGA
165
AT&T, TELUS
Has slide-out speaker
HTC 7 Trophy
October 21, 2010
QSD8650
576MB
3.8″, WVGA
140
Vodafone UK, Vodafone Australia, Vodafone NZ, Verizon
LCD, 8GB, Yellow back on International version.
SLCD, 16GB, Red back on Verizon.
HTC 7 Mozart
October 21, 2010
QSD8250
576MB
3.7″, WVGA
130
Orange U.K., Telstra
Camera: 8 megapixels + Xenon flash
HTC HD7
October 21, 2010
QSD8250
576MB
4.3″, WVGA
162
T-Mobile USA, O2 UK, Bell
Largest screen on a WP7 device
LG Optimus 7
October 21, 2010
QSD8250
512MB
3.8″, WVGA
157
TELUS, Vodafone UK, Optus
DLNA
LG Quantum
October 21, 2010
QSD8250
512MB
3.5″, WVGA
178
AT&T, Bell
Has slide-out keyboard
Samsung Focus
October 21, 2010
QSD8250
512MB
4.0″, WVGA Super AMOLED
115
AT&T, Rogers
Storage may be expanded with a compatible microSD card
Samsung Omnia 7
October 21, 2010
QSD8250
512MB
4.0″, WVGA Super AMOLED
138
Orange UK, 3 UK, Optus

Developers’ information:

Developer News: Beta Mango Tools Available Today [Windows Phone Developer Blog, July 8, 2011]

Today Microsoft is showing off many of the new features coming in the next version of Windows Phone, code named Mango. We highlighted a few features like hardware accelerated IE9 with HTML5, increased multitasking capabilities and the addition of Twitter to the People hub at Mobile World Congress in February. During April’s MIX11 event, we gave developers a deep dive into new Mango capabilities and opportunities and promised new tools in May.

I’m pleased to announce that the beta release of the Windows Phone Developer Tools that support Mango will be available for download today, in just a few hours! We also have some exciting news to share about Windows Phone Marketplace.

First the tools. Developers can use this beta release to get ready for the upcoming Windows Phone OS release. The new application platform capabilities coming in Mango deliver the top features you have asked for:

– Background processing- New profiler and emulator for testing- Use of Silverlight + XNA together- Silverlight 4- IE9 web browser control- Live Tile enhancements: use of back of tiles and ability to update Live Tiles locally – Deep linking into apps from notifications and Live Tiles- Additional sensors; direct camera access, compass & gyro- Fast application switching- Networking / sockets for communications- Local SQL database for structured storage- Access to calendar and contacts for apps

You also asked us for new ways to keep customers engaged with your apps, so we’ve taken steps in Mango that will help keep great apps front and center. The Mango release allows you to create a new wave of apps and games that appeal to consumers by further extending the popular Windows Phone design system. Mango also helps apps remain engaged with the customer and contextually relevant through integration with the Bing Search, Pictures and Music & Video experiences, as well as added functionality for the Live Tiles that live on the Start screen. For example, with Bing Search, when searching for products, movies, events or places, the customer will see among the results a link to a “Quick Card” for that specific search. That card contains an “apps” panel (formerly known as the “extras” panel).  This panel will display both installed and non-installed apps associated with that search query term. This is just one example of how the app experience is different on a Windows Phone in ways that give you a unique opportunity.

With Mango we are not only improving the way we merchandise your apps within our Marketplace, we are also exposing your apps as a part of our customers’ everyday experiences. You want more ways for consumers to find your apps; and consumers have been raving about the Windows Phone design. In short, we are listening and investing accordingly. You should expect us to continue to deliver technology and services unlike anyone else.

Below is simple graphic to help show how new tools and resources are unlocking additional developer capabilities: image

Another way we’re growing the Windows Phone ecosystem is by expanding geographically. With Mango, Windows Phone Marketplace will expand from 16 to 35 countries where both app submission and app purchase are supported locally.

Today Adding with Mango
Australia, Austria, Belgium, Canada, France, Germany, Hong Kong, Ireland, Italy, Mexico, New Zealand, Singapore, Spain, Switzerland, UK, USA Brazil, Chile, Colombia, Czech Republic, Denmark, Finland, Greece, Hungary, India, Japan, Korea (South), Netherlands, Norway, Poland, Portugal, Russia, South Africa, Sweden, Taiwan

In addition, Windows Phone Marketplace now supports app submission in China, Israel and Luxembourg. For those countries that are not yet locally supported by Marketplace, we continue to expand the Global Publisher Program we announced in early March. Today, developers in 69 Middle Eastern and African countries can submit applications via Yalla Apps. App Port supports 13 countries in East Asia. APPA Market is available to developers in 19 central European countries. And both Device7 and MTel service China.

To better reach customers worldwide, I’m also pleased to announce today that Mango will offer a new web version of Windows Phone Marketplace. This will enable customers to shop, share and buy/download apps and games from any PC and send them directly to their phones. You get more visibility for your apps with no extra work. The Mango Marketplace will bring several new features and capabilities that Todd Brix will be expanding upon here a little later.

We’re extremely grateful for all that the Windows Phone developer community has accomplished in a few short months and we’re excited to see what you can do with Mango. Today we offer more than 17,000 apps, and with 42,000 registered developers and counting, plenty more are on the way. We recognize that the strength of our developer community and the Windows Phone ecosystem is a big reason why analysts are so optimistic about the Windows Phone ecosystem in predicting sales of hundreds of millions of units by 2015. With the release of beta tools for Mango, we hope we’ve taking another big step toward giving you exactly what you want from a platform so that you are inspired to create the next generation of amazing Windows Phone apps and games. In the coming weeks we will announce the date when App Hub will begin accepting Mango apps for certification.

Whether you’re a new or existing Windows Phone developer, now is the perfect time to take the next step and be what’s next in mobile. The checklist is simple:

Thank you, Matt Bencke General Manager, Windows Phone Developer and Marketplace Experiences

More information:
Windows Phone SDK 7.1 Beta2[June 29, 2011]

The new Windows Phone SDK 7.1 Beta2 (renamed from WPDT) can be used to develop Applications for both 7.0 and 7.1 version of Windows Phone OS releases.

The Windows Phone SDK includes the following

  • Windows Phone SDK 7.1 (Beta2)
  • Windows Phone Emulator (Beta2)
  • Windows Phone SDK 7.1 Assemblies (Beta2)
  • Silverlight 4 SDK and DRT
  • Windows Phone SDK 7.1 Extensions for XNA Game Studio 4.0
  • Microsoft Expression Blend SDK Preview for Windows Phone 7.1
  • WCF Data Services Client for Window Phone 7.1
  • Microsoft Advertising SDK for Windows Phone 7

SketchFlow Template for Windows Phone [June 9, 2011]

The SketchFlow Template for Windows Phone 7 adds a new SketchFlow template for Expression Blend* users that makes creating a prototype of a Windows Phone app quick and easy. * Please note: To use the SketchFlow Template for Windows Phone 7 you need to be using Blend 4 with SketchFlow enabled (this is the version of Blend that comes with both Expression Studio 4 Ultimate and Visual Studio 2010 Ultimate) you also need to have the Mango developer tools  Windows Phone SDK 7.1 Beta2 for Windows Phone installed. 2011-06-09 09h43_52   2011-06-09 09h44_47   2011-06-09 09h47_25   2011-06-09 09h47_52 2011-06-09 10h01_27

Developers Get Goody Basket Full of Mangos [Windows Phone Developer Blog, June 29, 2011]

Over the course of the past six months, the Windows Phone team has been working very hard to ensure that there is a great experience for all of our customers with the upcoming Mango release of the Windows Phone OS. That means educating consumers, empowering developers, and working closely with our hardware and carrier partners to bring it all together with great devices.

Just last week, the first reviews of Mango started landing in press and blogs and the early sentiment is very encouraging. People get that Mango is a big step that dramatically enhances the core experiences that we all rely on our phones for every day; messaging and communication, use of any of our more than 20,000 great apps and games, and great use of the Web. AllThingsD wrote that the OS “is a mix of elegance and whimsy that’s a treat to use.” Gizmodo went so far as to say that Mango feels “complete.” However, it was The Daily that offered some bigger picture perspective in noting that, “it took Android nearly two years before hitting critical mass and three years to begin carving out a significant chunk of the smartphone market.” We’ve got a great product in Windows Phone and we feel we’re right on track, in fact we’ve already seen reports showing that in only a few months we’ve surpassed the more established RIM marketplace in the number of real apps available to customers.

Since beginning this journey with the new Windows Phone developer platform, we have aspired to be transparent, easy to build for, and easy to partner with.

We know that one of the most impactful things we can do for developers is to help them get their hands on the actual product. For Mango, that starts today with an early access program for developers. We’re still working out some final kinks in the distribution and support infrastructure for delivering Mango to all of our registered developers around the world, but are inviting the most eager developers to come get Mango today, for their retail devices, as part of our early access program! We expect the full distribution infrastructure to be fully operational in the next couple of weeks. For now, consider yourself a beta tester for the distribution process. Registered developers will get invites to the Microsoft Connect site, which will give them access to Mango. This build of Mango should also be viewed as beta quality, so there are still consumer features missing, but you can now start building apps and testing them against retail devices. Here’s what you need to do:

  • Download the Windows Phone Developer Tools Beta 2 – You will need to update your developer tools to update your phone and to deploy your apps, so run…get them now.
  • Read the instructions before updating – These are very important steps which you need to follow to the letter. We’re committed to supporting our developer community with such an early access program, so if you have questions, start with the forums, which we are monitoring.

This is especially well timed for the tens of thousands of student developers who have registered through DreamSpark or related programs. Just as our Spring Cleaning program encouraged developers to finish up their projects over the past few months, delivering thousands of new apps, summer break is the perfect time for student developers to relax and have some fun with Mango. With the free Windows Phone Developer Tools Beta 2 and free access to Mango, now is the perfect time to see what you can do with Windows Phone. To make it even more interesting for students looking for a great summer project, we’ve set aside 50 Mango phones for those students who are building the next big thing on Windows Phone. Want one? Here’s what to do:

  1. Make sure you’re registered for DreamSpark
  2. Download and install Expression Studio Ultimate and the new Mango Windows Phone Developer Tools (available free as a member of DreamSpark)
  3. Get the free Sketchflow Template for Windows Phone and create a Sketchflow mock-up of your app
  4. Post the Sketchflow mock-up somewhere online and tweet out the link using the hash tag #WPAppItUp
  5. We will review all prototypes and will contact the developers who submit the best ones and send them a special Mango developer device

There’s lots to like in Beta2 of the developer tools, and some new goodies as well. You can find the release notes here, but I also wanted to talk about the new Advertising SDK June 2011 Update that was released for Windows Phone 7 earlier this week. The June update makes it even easier for developers to earn money and build ad-enabled mobile apps with streamlined Ad Control APIs and other new features.

Lastly, we got a lot of questions in email and on twitter as to why reviewers got Mango first. In short, it was to allow us to get you Mango today. Bringing a product to market requires a healthy balance between marketing features and empowering the ecosystem. Striking that balance is all about sequence. Microsoft believes in developers like no other company, but not even we want developer tear downs serving as the foundation for how consumers ultimately understand Mango. To get Mango to you today, we had to first set some context so that the market would have a good understanding of the product and not define us only by those features that developers uncovered. Think of it this way: if you could choose which path to go down, would you rather have a tightly selected group of influential people write your first reviews of your amazing app, or leave it to the customers with the fastest fingers?

So what now? First, go get the tools. Second, update your retail phones to Mango. Third, go rub it in your friends’ faces that you have Mango and they don’t. Fourth, start building your Mango apps using some of the cool new functionality like fast app resume, updated Live Tiles, Motion Sensor, Live Agents, sockets, background audio or raw camera access. There will be a tools update in the coming months which will have the go-live license you need to publish Mango apps to the Marketplace, but don’t wait. With the tools and the ability to test on Mango enabled phones, you should all be in really good shape when Mango is released later this year.

For the early access program, here are the countries which are explicitly supported – meaning that should your device become unusable as a result of updating, we will be able to process it for fixing once the full distribution infrastructure is fully operational in the next couple of weeks:

Australia, Austria, Belgium, Brazil, Canada, Denmark, Finland, France, Germany, Great Britain, Greece, Ireland, Italy, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Portugal, Spain, Sweden, Switzerland, United States

Windows Phone around the world: Language support in Mango [Windows Phone Blog, July 6, 2011]

At launch last year we supported 5 display languages: English (US and UK), French, German, Italian, and Spanish.

In Mango, we’re adding 17 more: Brazilian Portuguese, Chinese (simplified and traditional), Czech, Danish, Dutch, Finnish, Greek, Hungarian, Japanese, Korean, Norwegian (Bokmål), Polish, Portuguese, Russian, and Swedish.

The Zune software will be available for the same set of languages.

Displaying some of these new languages required new phone fonts. Specifically, we’ve added 4 beautiful new fonts for the East Asian languages:

… The 20 new keyboard options are: Brazilian Portuguese, Czech, Danish, Dutch, Finnish, Greek, Hungarian, Indonesian, Japanese, Korean, Malaysian, Norwegian, Polish, Portuguese, Russian, Simplified Chinese, Swedish, Traditional Chinese, Turkish, and Ukrainian.

The keyboard languages shown in italics regular [here] also support text prediction, which makes typing on your phone faster and easier. Even better, all these input languages are available on any Windows Phone, regardless of which display languages come with it.

The new East Asian keyboards—which were developed in Asia by the same team that creates them for Windows and Office—are especially neat. We’ll explore them in more detail in a future post.

This fall you’ll see a significant increase in the number of new countries where the Xbox LIVE service for Windows Phone is available. The Zune Marketplace for music, video, and podcasts is also expanding to more markets. We’re not quite ready to announce specifics just yet—expect to hear more later this summer.

Finally, we get many questions about specific phone features—especially ones related to searching and mapping— and where they’ll be available. Here’s a list of ones we hear about most:

  • Bing search (accessed from the phone’s hardware Search button) is available in 33 countries: Argentina, Australia, Austria, Belgium, Brazil, Canada, Denmark, Finland, France, Germany, Hong Kong, India, Indonesia, Ireland, Italy, Japan, Korea, Malaysia, Mexico, Netherlands, New Zealand, Norway, Philippines, Portugal, Russia, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, United Kingdom, and the United States. (Elsewhere, handset and mobile operators can configure the hardware search button to a locally-relevant search site).
  • Local search results show up in 6 countries: Australia, Canada, France, Germany, United Kingdom, and the United States.
  • Maps is supported in 19 countries: Australia, Austria, Belgium, Brazil, Canada, Denmark, Finland, France, Germany, Italy, Netherlands, New Zealand, Portugal, Singapore, Spain, Sweden, Switzerland, United Kingdom, and the United States.
  • Voice-to-text and Voice-to-dial is available in 6 countries: France, Germany, Italy, Spain, United Kingdom, and the Unites States.
  • Voice search is supported in 4 countries: France, Germany, United Kingdom, and the United States.

Extending services such as Marketplace or Xbox LIVE to more markets, on the other hand, is a very different type of challenge—as much legal and organizational as it is technical. But we’re working hard to scale up our engineering effort from a couple dozen countries to the entire world.

Application Certification Requirements for Windows Phone

Windows Phone

June 24, 2011

This section provides the policies and technical requirements that a Windows Phone application or game must meet to pass certification and to be eligible for listing in Windows Phone Marketplace.

1.0 Program Overview


A core principle that is applied in designing the certification process is that each individual policy or requirement is clear, objective, and testable. This transparency is designed to help developers easily design and test applications to meet these requirements.

The following list shows the pillars of the certification program:

  1. Applications are reliable.
  2. Applications make efficient use of resources.
  3. Applications do not interfere with the phone functionality.
  4. Applications are free of malicious software.

1.1 What You Need to Know About the Submission and Certification Process

When your application is ready for publication, it must go through the certification process before it is eligible for listing in Windows Phone Marketplace. Your application does not have to be signed before submission.

The certification process involves static validation and automated testing of your application to verify that it meets all the policies and requirements. The following list shows the five major categories of policies and requirements:

The following is a simplified illustration of the submission and certification process.

CertificationDiagram

1.1.1 Process Outline

The following is a brief outline of the submission and certification process:

  1. Sign in to your account in App Hub.
  2. Create a new application submission.
  3. Upload the application XAP file.
  4. Enter the metadata for the application, such as title, description, category, and iconography.
  5. Select the distribution countries/regions and pricing.
  6. The XAP file is validated while you are entering metadata.
  7. If the XAP file validation succeeds, the submission process continues to Step 8; otherwise, the process terminates and you get a notification. Select the option to publish immediately after passing the certification process or to wait until you decide to publish.
  8. The XAP file is repackaged as described in Section 4.1.2.
  9. The repackaged XAP file is deployed to a phone for the certification testing. Certification involves the automated and manual verification of the meeting of the requirements that are described in Sections 2, 3, 4, 5, and 6.
  10. If the application meets all the requirements, the repackaged XAP and assembly files are signed, and the application is eligible for publication according to the option selected in Step 8.
  11. If the application fails one or more of the requirements, you get a failure report and the application is not published.
Important noteImportant Note:
When you submit an application update for certification, it goes through the same process as the original application.

1.1.2 Code Signing

Code signing occurs automatically once the application has successfully passed the certification testing without any failure. The application and repackaged XAP files are signed with the Authenticode® certificate assigned to you when you registered for App Hub membership. Any signatures in a submitted application or XAP files will be replaced and are not retained.

Important noteImportant Note:
All applications must be signed with the Microsoft issued Authenticode certificate before they can be installed and run on commercially available Windows Phone devices.

Zune to Expand Multiscreen Entertainment Services Into International Markets [Sept 10, 2010, as Zune Marketplace was originally only available in the United States]

Microsoft Corp. today announced the further international expansion of Zune, its digital entertainment service. This fall, Zune will expand its music and video footprint and bring the free Zune software, Zune Marketplace online store, Zune Pass1 music subscription service and enhanced features on Zune.net to new markets, providing a comprehensive entertainment experience on Windows-based PCs, on the go with Windows Phone 7 and in your living room through Xbox LIVE.2

“The integration between Zune, Windows Phone 7 and Xbox LIVE is an exciting expansion in our entertainment offerings,” said Craig Eisler, corporate vice president, Interactive Entertainment Business Group at Microsoft. “Zune enables users to access the entertainment they want, wherever they want it — and now, more people than ever will be able to enjoy the freedom and flexibility that the Zune service offers.”

Zune software has been upgraded with new features and functionality and will serve as the Windows Phone 7 synchronization client. The new software (version 4.7) will be available to download for free in more than 20 countries, including the U.K., France, Italy, Germany and Spain, to easily manage your personal collection of movies, music, podcasts and pictures. Zune software continues to set the standard for entertainment software, providing best-in-class experiences to organize, discover and enjoy digital media with a variety of exclusive features. For example, the Quickplay menu enables immediate access to recently played content and personal favorites, and Smart DJ 3 automatically creates playlists from your personal music collection and takes the extra step of mixing in suggested music from the Zune Marketplace. The updated Zune software will also enable instant streaming of high-definition movies, allowing you to watch some Zune Marketplace movies in HD, with no download time, directly on a Windows PC.

Zune Marketplace online store is accessible from within the Zune software and offers the ability to purchase millions of individual songs or albums from its catalog, all in MP3 format. Here, consumers can also subscribe to Zune Pass,4 which provides unlimited downloads and music streaming capabilities from the Zune music library, including content from major music labels such as Universal Music Group, Sony Music Entertainment, EMI Music and Warner Music Group, as well as thousands of independent labels. Zune Marketplace also has a large library of videos from major studios such as Paramount Pictures and Warner Bros. Digital Distribution for purchase or rental. Video purchases will be accessible through Xbox LIVE and Windows-based PCs, and can also be added to a Windows Phone 7. Simply buy your favorite video from Zune Marketplace and watch it on the screen of your choice.9

Zune.net is the perfect resource for consumers as it allows them to download the software and set up a Zune account with a new or existing Windows Live ID.5 Zune.net will also provide Web access to Zune Marketplace so you can purchase music or use a Zune Pass to stream music directly through an Internet browser,6 as well as purchase video content.7

Zune Expansion to New Markets

As Zune expands internationally, its music and video service will be tailored for each market. Genre experts will custom program Zune Marketplace and feature the top songs, videos, movies and unique promotions for each country.

The fall 2010 international expansion of the Zune music and video service includes the following:

Zune Marketplace will extend services to several markets in Europe and beyond.

Zune Pass (U.K., France, Italy and Spain). The monthly music subscription service will be available for 9.99 euros /8.99 pounds per month for unlimited download and streaming access to the Zune music catalog and will be accessible on Windows-based PCs, Windows Phone 7 and Xbox LIVE. The offer in the U.S. will remain at $14.99 per month for unlimited downloads and streaming access, with the ability to keep 10 MP3s per month.8
Music purchase (U.K., France, Italy, Spain and Germany). Expansion to these markets will enable consumers to purchase MP3s and listen on their Windows-based PC, Windows Phone 7 or any other device that supports MP3 format. Users will also be able to purchase music videos to enjoy on Windows-based PC, Windows Phone 7 and Zune on Xbox LIVE.
Video purchase (U.K., France, Germany, Canada, Australia and New Zealand). Consumers will now be able to purchase movies to download and watch anywhere — on the big screen in the living room with Xbox LIVE or their Windows-based PC as well as sync it to their Windows Phone 7 to enjoy on the go.9
Movie rental (U.K., France, Italy, Spain, Germany, Austria, Belgium, Ireland, Netherlands, Switzerland, Mexico, Canada, Australia and New Zealand). In addition to Zune video on Xbox LIVE, consumers in these countries will now be able to rent movies for viewing on their Windows-based PC or choose to sync the rental to their Windows Phone 7.

The global expansion of the service is the latest step in a series of milestones for Zune, including powering Bing music search results, the added ability to purchase music and video on Zune.net, and the forthcoming integration with Xbox LIVE and Kinect for Xbox 360. By continuing to integrate Zune across the most important screens to consumers, Zune provides an all-in-one music and video service for users to discover, enjoy and experience their entertainment wherever they want.About Zune

Zune is Microsoft’s music and video entertainment service that provides an integrated digital experience across Zune devices, Windows-based PCs, Xbox LIVE and Windows Phone 7. The Zune platform includes a line of portable digital media players, elegant software, the Zune Marketplace and Zune.net online stores, the Zune Social online music community created to help people discover music, and the ZuneOriginals.net online media player customization store. More information can be found online at http://www.zune.net/en-us/press.

About Microsoft

Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

1 Zune Pass available in U.K., France, Italy and Spain.

2 Zune Pass on Xbox 360 requires an Xbox LIVE Gold membership and a Zune Pass subscription.

3 Only available with Zune Pass.

4 Zune Pass is a music subscription; some Zune Marketplace songs and content are not available via Zune Pass. Available content may vary over time.

5 For cross-screen functionality, the same Windows Live ID needs to be used on the Zune software, Windows Phone 7 and Xbox LIVE accounts.

6 Internet browser support for Silverlight required.

7 Service features may vary based on market availability.

8 Keep 10 MP3s per month feature available to U.S. Zune Pass subscribers only, on their PC or Windows Phone 7.

9 Content available for download on multiple devices may vary over time. Availability of content and video resolution will vary by device.

On Windows Phone 7 history:

Thoughts on Windows Phone 7 Series (BTW: Photon is Dead)[Feb 17, 2010]

The real Windows Mobile 7, that is, Photon as it once was called, is dead. Windows Mobile 7 was supposed to be an evolution of Windows Mobile 5 and 6. It was supposed to be built on the paradigm that previous generations of Windows Mobile had been created from: a Start-menu centric application experience, two soft keys on bottom, and applications that acted as they would on the desktop (often with a close button). Well Photon was scrapped, probably around 2008 when the Mobile division of Microsoft saw a big reorganization. With that, Microsoft started from scratch to build the next generation of Windows Mobile, or Windows Phone as they began calling it in 2009. Also at that time, they decided to extend the life of Windows Mobile 6 to buy some time, and a year later we saw 6.5. And despite rampant criticism, 6.5 shipped on a lot of really awesome devices like the HTC Touch Pro2 and HD2, Acer neoTouch, and Samsung Omnia II.

Back in 2007, as you may or may not recall, I wrote about Windows Mobile 7 after having seen it at a Microsoft event. If you want to go back and see the text, it’s still available at MobilityToday. I contended that what Microsoft had in store for the next version of Windows Mobile was awesome, and that it could succeed. But I also warned that if they didn’t bring the product to market before the target late 2009 launch, it would fail. It would fail because by that time, two years later, iOS, Android, and other mobile platforms would be wildly evolved, and that Photon would seem like more of the same, instead of a breakthrough new operating system that the market would so desire.

I also saw Photon two years prior to 2007. Back then, it was pretty much the same as we know Photon to be today. It’s very possible that work began on Photon as early as 2004, which begs the question: how could a company with such vast resources and fantastic human talent take nearly half a decade to roll out a product? The answer could come down to mismanagement or lack of investment. My guess is that Microsoft didn’t truly understand how big the mobile category would grow, and how fast it would happen.

Behind the scenes: Windows Phone 7 [June 17, 2010]

… The launch of the new phones is critical for Microsoft, which is trying to play catch-up with Apple and Google. Despite having been in the phone business far longer than either of those two rivals, complacency, lack of focus, and bad bets have left Microsoft an afterthought in the cell phone business. It now has just a single-digit percentage market share among smartphone operating systems, trailing Symbian, RIM’s BlackBerry, Apple’s iPhone, and Google’s Android, according to Gartner. Windows Phone 7 is the big bet to reverse years of decline, assuming it’s not too late.

Leading that effort is vice president Terry Myerson, the 37-year-old former head of the Exchange Server development team. Myerson is the rare Microsoft exec who knows what it’s like to be an underdog. He came to Microsoft in 1997 through the acquisition of his own Web analysis company [Interse’ see Terry Myerson [Duke Pratt School of Engineering, Oct 16, 1998]] and went to work on Exchange back when it was badly behind IBM’s Lotus Notes software.

… Myerson, who agreed to take on this job in October 2008, has picked up the pieces on a next-generation mobile operating system that Microsoft has been developing in fits and starts for several years now, switching leadership and approaches several times along the way.

Despite its long and winding road to fruition, Windows Phone 7 has a chance, Myerson says with a quiet conviction that sounds more like an engineer sure of his work than a salesman looking to close the deal. Myerson is convinced that Microsoft can get back in the game if Windows Phone 7 really nails the set of things that it does tackle–merging personal and work contacts, integrating Xbox Live games and Zune music and video, including mobile versions of Office and aiming to bring together photos from various social networks.

What they’ve already done hasn’t been easy. Although it retains Windows CE at its core, Windows Phone 7 has a completely new look and interface. The overhaul was so significant, that when it was first outlined in early 2009, the project’s leaders handed out a bottle of Pepto Bismol to the several hundred people on the development team. “The entire user experience of Windows Phone 6 was built on a certain graphics framework,” Myerson said. “We decided to change that to a different one. We sort of decided that top down and teams just had to digest that, so it was sort of a joke that people were given that.”

“I think we are going to have something very high-quality and different this holiday,” Myerson said. “We won’t be better on every dimension and we won’t be better on a feature point on all of the dimensions we wish we could… I think about this really as a first release, a first release for this team.”

A blunt assessment

Catching up with the market leaders, Myerson figures, is a multiyear project, something he warned both executives and colleagues when he took over the project. “We’re going to reset, but it is going to take us five years to build a product we all want to have,” he said.

Myerson’s less-than-rosy assessment scared off more than a few people. “There were people that looked in the mirror a year ago and said, well, if we aren’t going to win next year, I am out of here,” he said. “There were people that looked in the mirror and said what a great fun project to spend the next three to five years of my life on and kind of buckled down for it…Those are the people you want because that’s how long it is really going to take. The company has that level of commitment.”

If anything, Myerson hopes that is what he is bringing to the team–clarity, along with enough resources to get the job done.

“If you invest in people as craftsman and give them great tools, I think they will build great products.” Myerson said. “Probably the most important thing we can give these guys is a clear plan. If the plan changes every three months, it’s hard to do great engineering.”

With that in mind, the company decided more than a year ago to start over yet again, with a new approach and a firm target–holiday 2010–to have the all-new Windows Phone on the market. “I think when we look back on the release five years from now, this was a foundational release, not the release that broke through,” Myerson said. “We’ve got some tough competition.”

In particular, Microsoft will need to make a good impression with carriers–the companies like AT&T, Verizon, Sprint and T-Mobile–who decide which phones will get the prime shelf space and the big ad campaign, and which will not make the cut at all.

“They take all the burden of support calls and all the burden of selling it,” he said. Given that “they want it months ahead of time so they can learn how to sell, learn how to support it.”

Having to coordinate among chipmakers and Microsoft and hardware makers and carriers is a lot of work, Myerson acknowledges. It requires a lot more companies working together than is the case with Apple, which now even designs the iPhone’s main processor.

“The OEM partnership model we have is more complicated,” Myerson said. “We aspire to have the same level of end-user finish as Apple, but getting that level of user finish requires a level of partnership.”

The idea of partnering with phone makers like Samsung and HTC is to get the benefit of their ideas as well as have more models than Microsoft could if it built the hardware itself. But add that to a business model that also includes 180 different carriers across the country as well as other components and it’s a lot to juggle.

“Between Qualcomm and Broadcom and Samsung and LG and HTC, AT&T and T-Mobile, it’s just very partnership-complex, it just is,” Myerson said. “I don’t know any other way to describe it.”

Microsoft has considered but rejected the idea that it should go it alone in the phone business, building its own hardware to better take on Apple. Among other reasons, it’s just how the company prefers to do business. Although it makes the Xbox and Zune, the company prefers to build software that is used a wide range of hardware makers.

“We’ve made it work many times in the past and as you know, there’s times in the past where it hasn’t worked out so well,” Myerson said. “We’re aspiring to do it well, which unfortunately does take more time.”

But time is running out for Microsoft, which needs to get the first devices to carriers soon if it wants the devices to be on sale by the holidays. Hence, the conference rooms inside Microsoft this day are filled, not just with folks from Microsoft, but also from its many partners.

As the work day draws to a close, the hours-long meeting between Qualcomm and Microsoft engineers beaks up. Myerson meets in his office with Torrey Harmon, a Qualcomm senior vice president. The conversation is informal–a mix of some subtle salesmanship and small talk and venting about some of the project’s more challenging aspects and people.

Between trading jabs at various partners and competitors, the two turn their attention to their own companies’ partnership, discussing how they might further reduce the amount of friction between the teams working on the chips at Qualcomm and those working on the software at Microsoft.

“We want you to see us as an extension of your team and we’re trying hard to figure out how to do that,” Harmon said. Qualcomm recently hired one of the members of the Windows 95/98 development team to help the company in that effort. “We’ve made a lot of progress and still we’ve got a ways to go. We’d like just to look like another one of your technology groups, that’s our goal.

As the conversation continued, they talked about the battery life issues on a particular prototype. “Usually it runs out by about 2 o’clock,” Harmon said, although, that’s better than before a recent software build. “It was running out at about 11 o’clock when I first got it. It’s better already than it was.”

As it often does, Myerson’s mood this day shifted quickly between optimism and pessimism. “I just want to survive this launch,” Myerson told Harmon. “If I can get out there and get some respect, for lack of a better word, from consumers, everything will get easier. Right now things are hard.”

Windows Phone 7: A Fresh Start for the Smartphone[Microsoft feature story for the press, Oct 11, 2010]

The goal for Microsoft’s latest smartphone is an ambitious one: to deliver a phone that truly integrates the things people really want to do, puts those things right in front of them, and either lets them get finished quickly or immerses them in the experience they were seeking.

“When you first get the phone, the stuff that’s more obvious makes you smile,” says Andy Lees, Microsoft’s Mobile Communications Business president. On the phone’s Start screen, “live tiles” show users real-time content, such as social media updates and contacts. “The features sort of scream out at you,” says Lees. “But the other thing that is even deeper for me is the elegance of the experience, which you only appreciate if you’ve used the phone for some time.”

Learn more about Windows Phone 7 The result is Windows Phone 7, which will make its debut in some European markets on Oct. 21 and in the U.S. Nov. 8. The phone uses an elegant operating system that is very different from the current trend toward app-focused phones. Instead it provides active and configurable interface elements called tiles that update on the fly with real information, allowing users to place the tiles that interest them most where they want on their Start screen. Facebook photos, music and contacts are pulled into the phone and distributed appropriately across Hubs. It also brings together many of Microsoft’s popular offerings from other platforms, including Xbox, Zune, Office and Bing.

The new phone is an important step for Microsoft in three ways. To begin, it is a completely fresh start for Microsoft in smartphones. Second, it represents a new approach from Microsoft toward integrating products and services from across the company into the phone to create a richer experience and greater productivity. Hence the presence of Office, Zune and Xbox LIVE and their integration within the Hub model. And finally, the new phone approach is critical to Microsoft’s efforts to make new gains in the huge smartphone market, which despite the success of the iPhone and Android is still relatively untapped globally.

As people use their phones, they’ll discover lots of thoughtfully designed features and perks. Holding down the camera shutter button, for example, lets the user take a picture even if the phone is locked – as Lees says, “unlocking your phone can sometimes mean the difference between missing the moment or not.”

The phone’s interface features Hubs for categories such as People, Music and video, Photos, Games and Office. These Hubs are never more than a few screens away, no matter how deep the user navigates within the phone. The People Hub, for example, pulls in Facebook status updates from friends as well as providing the more obvious contact information and phone numbers. Users can take actions like responding to updates or sending a text message right from the People Hub rather than having to find and launch a particular app. The Hubs also update live, pulling in pictures and information so that in many cases a glance and a couple of clicks will be all that users need to bring themselves up to date with phone messages, e-mail and what is happening with friends and colleagues.

“We think people want to get updates from their social networks, they want to get contact information, they want to get e-mails from a variety of different places, they want to share music — but they want control over it,” says Lees.

Plus, says Lees, “They want one thing that they can access their work e-mail on and then put in their bag and go to the party, and they want it to be easy to use. That’s exactly what we’re delivering.”

Applications will be available for the phone as well via a Hub called the Marketplace. But, unlike other smartphones, they won’t be required for the majority of everyday tasks.

Smartphones are increasingly a part of our lives. It is incredibly seductive to be constantly connected, to be able to communicate with and interact with friends and associates at any time. Or to be able to dive into the sea of information on the Internet at any time. But the current smartphone designs aren’t helping. People either take too long to find what they need on their phones or they get distracted and drawn in to unproductive activities simply because they have to click in and open apps to see things.

To highlight the problem, the company is launching a provocative advertising and marketing campaign, showing how Microsoft’s new phone is different. The new Windows Phone 7 is designed to help users connect with the people and information they care about most, then let them return to the real world as fast as possible.

Terry Myerson, corporate vice president of Windows Phone engineering at Microsoft, led the development group for the new phone. “We had this list of things we knew we wantede-mail, a browser, games, a music player,” says Myerson. The team knew that they wanted the phone to be versatile and deliver exactly what the customer wanted out of a phone. But its greatest asset is something less tangible than a single feature or access to a program. “Using this phone is truly a delightful experience,” says Myerson.

Creating this ease of use was one of the design team’s primary goals. “We talked a lot about smart design when we talked about this phone,” says Joe Belfiore, corporate vice president of Windows Phone program management. Belfiore joined the project shortly after Myerson and oversaw, among other things, user experience. “We wanted this phone to be able to anticipate what you want and give it to you before you ask for it.”

New phones in a variety of hardware designs will be available from Samsung, HTC, LG and Dell.

Microsoft is so committed to the new phone that it has arranged for every full-time employee worldwide to be able to switch to the new phone as soon as it launches in their market. And while executives say they are thrilled with the final product, they also acknowledge there is a lot more to be done. When the phone is released, they plan to enjoy the moment – but not for long. “There’s so much more of Microsoft we’ve got to bring out in the phone,” says Myerson. “We’ve got a lot of work to do.”

Exclusive: AT&T’s Ralph De La Vega on Which Smartphones Are Winning [June 4, 2011 — Excerpt 2]

Nokia has made this huge bet on Windows Phone. One of the reasons, they have said, is to have a bigger presence then they have had in many years in North America. How interested are you in adding them to your lineup?

De la Vega: We already have Windows Phone 7 in our lineup. We actually like that software very, very much. It hasn’t sold as well as Microsoft or we would want it to, but I think having the Nokia hardware capability with the Microsoft software capability is a really good combination. They have to prove it by bringing some great devices to market. But I would love to have a great Nokia device with Microsoft Windows Phone 7.

Windows Phone 7, is it a hard sell, or are their features that are missing?

De la Vega: Keep in mind this is the first product that Microsoft has come out with since Microsoft redid their OS. I think for the first thing out of the chute it is pretty good. I think they just need to make it better. If you listen to what Steve Ballmer is saying (Mango, the next version), is going to add about 500 features. I think they are going to make it a lot better. Giving customers more application choices, having a bigger app store with more functionality on the phone, I think that is all that it needs.

Actually, I loved Windows 8. That looks a lot like a Windows Phone screen, with the tiles. I think that’s a huge win for Microsoft. Now they have their same look and feel on their PCs and tablets as they have on their smartphones.

Building the Next Great Mobile Software Developer Opportunity [by Terry Myerson, Feb 14, 2011]

On Friday Feb 11th our two companies announceda partnership that we believe will shake up the mobile phone market. Together Nokia and Microsoft are bringing to bear significant and complementary strengths in global smartphone and mobile phone market reach, hardware, software and services. Based on these strengths, we will build a new, global ecosystem that creates a wealth of new opportunities and innovative experiences.

However, we can’t do it alone. We need you: our developers. Over the years, you, our developer communities, have created great experiences for your customers. You’ve also given us feedback that you want new opportunities, accelerated innovation, and access to more consumers. We are going to realize this future based on a shared set of principles about what developers want and deserve:

  • Opportunity: a large number of customers with unparalleled global reach
  • Feedback: so that you can improve your applications and games
  • Ovi Store and Windows Phone Marketplace: a great shopping experience, where your creativity can be discovered
  • Flexibility: in how you are compensated for your work– in dollars or notoriety
  • Amazing tools: to take creativity from idea to sale
  • Structure: a prescriptive roadmap that balances opportunity and diversity while maintaining the stability of the platform
  • Innovation: combining services assets to drive innovation including putting Nokia’s Ovi Maps at the heart of key Microsoft assets like Bing and AdCenter

We appreciate that applications and games are many peoples’ livelihoods, and that developers deserve respect and transparency. We further understand that choosing a mobile platform is a serious commitment of time and energy that we must earn. This new conversation is just starting and we would like it to be an open and continuing dialogue.

To that end, we want to make clear that our alliance represents a long-term commitment to developers. Nokia developers working with Qt or Java will continue to do so and enjoy healthy demand for those. Nokia has an installed base of 225 million Symbian devices, and plans to sell 150 million more, and Series 40 has an addressable market of 600 million devices today. Nokia continue to enhance and innovate on those platforms and in Qt tools. Nokia, and now Microsoft, are committed to making sure that your contributions to and investments in the Nokia ecosystem will be worthwhile. In the coming weeks we will provide more information about programs that will help you access the Symbian and Qt opportunities more effectively.

Nokia’s Windows Phone portfolio will support the existing, free Windows Phone Developer Tools. Nokia and Microsoft will support Symbian developers wishing to port their application to Windows Phone. Both Nokia and Microsoft manage rich application and game commerce platforms in Ovi Store and the Windows Phone Marketplace. We believe that both platforms bring distinct strengths to the alliance, and we are planning to combine these strengths into a single great commerce experience for developers and consumers alike.

We still have much work to do and we will provide you, our developers, with more details in the weeks and months to come. We will ensure that developers can count on timely and prescriptive guidance on the implications and opportunities of this new alliance. For now, we hope that you are as excited about the long-term potential of this alliance as we are, and that you are already thinking of new application and games that you’ll bring to market to take advantage of the significant volumes of Nokia Windows Phones, as well as the existing and future Symbian and Series 40 devices from Nokia.

If you’re interested in learning more about developing for Windows Phone, please visit http://create.msdn.com. For the latest guidance to Nokia developers, visit http://forum.nokia.com. Sincerely Tero Ojanpera, Executive Vice President, Services, Nokia Terry Myerson, Corporate Vice President, Windows Phone Engineering, Microsoft

Reindeer Antlers and Reykjavik: How Microsoft and Nokia Are Getting Down to Business Together[July 11, 2011]

“We’ve spent the last couple months working really closely together to get first products really materializing,” Nokia’s Jo Harlow, who is in charge of Smart Devices at the phone giant, said in an interview. “We all feel confident about where we are.”

… Nokia CEO Stephen Elop has been boasting for a while that he is carrying something along those lines, and a recently leaked video shows him with an early version of the hardware.

Harlow declined to comment on that leak, but says she is increasingly confident in the first product that will arrive this year, and that the company may yet have multiple devices for sale before the end of the year. The first Nokia phones are expected to arrive this fall alongside Mango, the first major update to Windows Phone 7.

“I’m committed to one model this year,” Harlow said. “More would be great.” For next year, though, Harlow said there will be a steady stream of releases — something that Microsoft badly needs as it tries to keep up with rivals, particularly Android devices, which are released on a constant basis.

If Microsoft was close to the latest hardware when it released the first Windows Phones last fall, it is fair to say that its models now look dated when stacked up against the latest Android models, some of which boast 3-D screens, dual-core processors, high-definition video recording and other features. “I’m hoping that won’t be an issue next year,” Myerson said. Harlow said her goal is that Nokia will have more frequent hardware updates, keeping the company, and by extension Windows Phone, front of mind with phone shoppers.

… For its part, Microsoft said it has shifted its priorities to make sure that Nokia’s needs are being met first. The company has increased its focus on going global more quickly, as Nokia counts on Windows Phone to quickly fill a gap created by the rapid decline in its existing Symbian phone business. “We had been focused on North America and Western Europe,” Myerson said of the company’s early efforts. That, he said, has now changed.

Although Microsoft is also working with its other partners, Myerson isn’t shy about saying that he is pouring more energy into his partners in Finland. After all, while HTC and Samsung build Windows Phones, they also make phones running Google’s Android software. Nokia, meanwhile, has pledged to make Windows Phone the core of its smartphone strategy. “We are prioritizing work proportionate to Nokia’s commitment to Windows Phone, which is unlike anything we have had before,” Myerson said.

On Andy/Andrew Lees’ promotions:

Microsoft Announces New, Expanded Roles for Key Executives[Feb 14, 2008]

Microsoft Corp. today announced a series of executive promotions — seven new senior vice presidents and seven new corporate vice presidents — reflective of the company’s commitment to build and maintain a strong and dynamic management team across its unique portfolio of businesses.

… “Along with attracting world-class talent from outside the company, one of my top priorities is growing Microsoft’s existing leadership team,” said Steve Ballmer, chief executive officer of Microsoft. “Each of these executives will play a critical role in leading Microsoft into the future. Today’s promotions are a result of their ability to think strategically on a global scale, the respect they’ve earned from their peers, customers and partners, and their significant contributions to the company.”

Andy Lees, senior vice president, Mobile Communications Business. Previously corporate vice president of the Server & Tools Marketing and Solutions Group, Lees will oversee the development, marketing and sales of software and services that power mobile devices for business and consumer customers worldwide. Lees will fill the role previously held by Pieter Knook, who made the decision to leave Microsoft to pursue new opportunities.

Steve Guggenheimer, corporate vice president, Original Equipment Manufacturer Division. Previously general manager, Application Platform Marketing, Guggenheimer will move to a new role leading the group that manages Microsoft’s relationships with the makers of personal computers and other devices.

Scott Guthrie, corporate vice president, .NET Developer Platform. Previously general manager, Guthrie will continue to oversee several development teams responsible for delivering Microsoft Visual Studio developer tools and Microsoft .NET Framework technologies for building client and Web applications.

Microsoft Announces Retirement and Transition Plan for Robbie Bach [May 25, 2010]

Underscoring the strength of the leadership teams in place for the entertainment and mobile businesses, the company announced that Senior Vice President Don Mattrick will continue to lead the Interactive Entertainment Business and Senior Vice President Andy Lees will continue to lead the Mobile Communications Business. Each will report directly to CEO Steve Ballmer effective July 1.

… Bach will remain with Microsoft through the fall, working with Ballmer and his leadership team to ensure a smooth transition. …

… Lees has led the Mobile Communications Business since February 2008 and has been instrumental in reinvigorating Microsoft’s mobility efforts, bringing in new business and development talent and overseeing the creation of both KIN and Windows Phone 7. A 20-year Microsoft veteran, he previously served as corporate vice president for Server & Tools marketing and sales, led a variety of worldwide sales and marketing functions, and began his career in Microsoft’s U.K. subsidiary. “One measure of a leader is the team he assembles around him, and Robbie built an incredible team.

Don and Andy are exactly the right leaders to carry our entertainment and mobility efforts forward,” Ballmer said.

Microsoft also announced that J Allard, senior vice president of Design and Development for E&D, will be leaving Microsoft after 19 years, and will take an official role as an advisor in a strategic role for Ballmer and his leadership team. “J has brought a game-changing creative magic to Microsoft for years, from Windows to Xbox, from Zune to KIN,” Ballmer said. “He was one of the key drivers in our early work on the Web, and we’re absolutely delighted that J’s role with the company will evolve in a way that lets all of Microsoft benefit from his business insight, technical depth and keen eye for consumer experience.”

Microsoft Announces New Leadership Promotions[Oct 1, 2010]

Microsoft Corp. today promoted Kurt DelBene to president of the Microsoft Office Division, Andy Lees to president of the Mobile Communications Business, and Don Mattrick to president of the Interactive Entertainment Business. … As President of the Mobile Communications Business, Lees, 45, will continue to oversee the overall marketing and product development for Microsoft’s mobility efforts. Lees, a 20-year Microsoft veteran, has led the Mobile Communications Business since February 2008 and was at the center of the company’s efforts to rebuild the mobile business, including the development of the upcoming Windows Phone 7 to be released this holiday season. Windows Phone 7 is designed to make every-day tasks faster by doing more in fewer steps and providing timely information in a “glance and go” format.

Microsoft Mobile Communications Business is now the Windows Phone Division[June 16, 2011]

Microsoft’s Mobile Communications Business (MCB) is no more. The group itself still exists, but is known officially, as of this week, as the “Windows Phone Division.” I noticed the change on the bio page for the division President Andy Lees. (Until yesterday, Lees was listed as President of MCB. He’s now President of the Windows Phone Division.) A Microsoft spokesperson said that only the name of the unit has changed and that there’s no change in the unit’s responsibilities or charter.

Say it ain’t so — not only is a phone not delayed, it’s actually planning to come out earlier than its quoted launch window? This particular miracle is the exception much more than the rule, but Microsoft’s latest Windows Phone OS (nicknamed “Mango,”) might come out prior to the anticipated fall release. According to Nikkei, Fujitsu will offer the very first Mango device, a waterproof phone called the IS12T, on KDDI “as early as late next month.” The phone is to be sold for 30,000 – 40,000 yen ($378 – 505), a reasonable amount of coin for what will likely be a higher-end device. And — if it’s the same handset showcased at this week’s Worldwide Partner Conference — a pink version will be on sale. So, what’s more enticing: a Hello Kitty-flavored Windows Phone, or a Samsung Galaxy S II lookalike running Mango? It’s a tough call.

Marvell’s single chip TD-SCDMA solutions beaten (again) by two-chip solutions of Chinese vendors

Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]

Suggested preliminary reading:
China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that [June 18, 2011]
High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile[Nov 15, 2010]

ZTE, Huawei & Lenovo Jointly Won New Mobile Bidding [July 8, 2011] (emphasis is mine)

ZTE Corporation (SZSE: 000063), Shenzhen Huawei Technologies Co., Ltd. and Lenovo Group Co., Ltd. (SEHK: 000992) jointly won the mobile bidding launched by China Mobile Communication Corp (China Mobile in short, SEHK: 00941) last month.

At the beginning of June, China Mobile launched a new round of mobile bidding, with bidding products being CNY 1000 [US$152] intelligent mobiles and purchase scale being 7 million popular G3 mobiles and 3 million G3 wireless telephones.

The bidding result came out on July 6 evening, ZTE, Huawei and Lenovo won the bidding while foreign brands got nothing.

China Mobile Commissions Three Million+ Mobile TV Smartphones [July 7, 2011] (emphasis is mine)

China Mobile, the country’s biggest mobile telco, has announced the winning bidders for its tender of three to four million mobile TV smartphones, with Lenovo, Huawei, and ZTE being the selected hardware makers.

The order is believed to be for six different handsets, of 500,000 to 600,000 units each. All of them will be 3Gsmartphones, on the homegrown TD-SCDMA frequency that China Mobile uses, and they will all be low- to mid-level phones on the cheaper end of the smartphone scale.

Mobile TV is the most unique feature that the phones will bring. Again, this is a China-developed technology – the CMMB standard for mobileTV transmission – that is being pushed by the state-owned China Mobile.

The mobile TV roll-out started in March of this year, across 300 cities and to huge fanfare in (state) media – see this Sina Tech reportfrom the time (article in Chinese).

It’s not clear which OS this new batch of mobiles will be running, but it is very likely that they’re also rocking China Mobile’s own Androidmodification, dubbed OPhone, which has mobile TV support baked in – as seen in the two photos of the OPhone-powered Lenovo O1 in this post.

China Mobile has struggled to get appealing handsets onto its TD-SCDMA network, but this year finally got some attractive top-end Motorola and HTC smartphones.

Domestic Vendors Win China Mobile TD-SCDMA Handset Tender [July 6, 2011] (emphasis is mine)

China Mobile (NYSE: CHL; 0941.HK) has released a list of winning bidders in its TD-SCDMA handset procurement tender. The tender is for six handset models, approximately 500,000 to 600,000 of each for a total of 3-4 mln units. The orders are divided between Lenovo (0992.HK), ZTE (0763.HK; 000063.SZ), and Huawei, with chips to be supplied by Spreadtrum (Nasdaq: SPRD), Leadcore and MediaTek. Spreadtrum and Leadcore will provide chipsets for two models each, while MediaTek will provide for one, and MediaTek and Leadcore will provide one they have jointly developed.

According to an industry source, the tender is for low-end and mid-range entry-level TD-SCDMA handsets equipped with CMMB mobile phone TV capability slated for launch in Q3 2011. Nearly 100 handset products were offered by over a dozen manufacturers in the bidding. Marvell was among the chipset bidders, but was not selected since its products are aimed at high-end TD-SCDMA handsets.

The source said that overseas handset and chipset makers did not participate in the tender because they are more focused on the low-end and mid-range TD-SCDMA smartphone market, and China Mobile’s unit price range was simply too low to attract their interest.

Spreadtrum Rides China TD-SCDMA Wave, Says Wedge; More On China Mobile iPhone [July 8, 2011] (emphasis is mine)

Wedge Partners analyst Brian Blair this morning writes that he thinks wireless chip maker Spreadtrum (SPRD) won half of a recent 4 million-unit order by China Mobile (CHL) for chips based on the country’s home-brewed “TD-SCDMA” wireless standard, and that the orders should continue to flow for the company.

Based on checks by contacts in China, writes Blair, Spreadtrum’s overall TD-SCDMA chipset shipments probably exceeded expectations in June, while the GSM flavors of its chipsets probably “recovered” in the month, bringing total chipset shipments to 17 million units. He thinks the company will probably forecast the current quarter about in line with the Street consensus of 57 cents per share in profit.

We believe there will be more low/middle-end TD handset procurements in the second halfand we continue to believe that Spreadtrum has the best position in that market.”

… On another note, Blair tells me that he and his team were reviewing a photo put online on a Chinese blog this week that appeared to show an Apple (AAPL) iPhonethat was stamped with the China Mobile designation.

That picture yesterday was interpreted by Ticonderoga’s Brian White as further evidence that a version of the iPhone for China Mobile’s TD-SCDMA network is “imminent.” …

Spreadtrum: Extremely Compelling After Broad Chinese Stock Sell-Off [July 9, 2011] (emphasis is mine)

We believe that there will be approximately total 55M TD-SCDMA units sold in 2011 and 90M in 2012. Spreadtrum should have approximately 40% market share in 2011 and 40 – 45% share in 2012.

Pricing is extremely competitive in China and we expect ASPs to continue to decline. ASPs on TD chips are currently approximately $7. Spreadtrum has a cost advantage since it is the only supplier producing chips on 40nm lithography. Other chip suppliers are producing chips using 60nm or 90nm lithography and above. Spreadtrum’s smaller die results in an approximate 40% cost advantage, enabling Spreadtrum to sell at a lower ASP and to maintain gross margins at/above 40%. For Spreadtrum, 3G chipsets should increase from 20% of total revenue at the end of 2010 to 40% by the end of 2012.

Spreadtrum is viewed by the Chinese government as a local Chinese company vs. MediaTek which is Taiwanese. Spreadtrum receives R&D grants of a few million US dollars annually from the Chinese government. Spreadtrum is a preferred vendor to promote the TD-SCDMA standard. The Chinese government wants a strong Chinese domestic chipset supplier.

Jianzhou Wang, the Chairman of China Mobile:

Single-chip may also fail, but the two-chip is no problem, that is coupled with a single-chip chip to do the TD call, without any problems. TD’s current dual-core chip has not done such a grade, but it can take the iPhone with a TD-chip chip.

[In response to the reporter’s question: From the technical point of view, TD maturity of the chip is able to meet the needs of the iPhone’s design?]

From: Wang: 4G is no timetable … [July 6, 2011, via Google translate]

Behind Spreadtrum’s Improbable Turnaround [July 10, 2011] (emphasis is mine)

The first opportunity came as a 90 million RBM TD-SCDMA research contract offered by China Mobile in May 2009. It was recalled by Chen Datong (see the interview) that “Leo Li and five other VPs of the company made an agreement, that if the product cannot meet the technical requirements by May, they would resign together.” (Note that Spreadtrum developed the first TD-SCDMA chip in China under Wu Ping’s management.) The 90 million contract helped Spreadtrum’s top line reflected in 2009 Q2 financial statements. (Chinese media reported this contractin 2009.)

… In June 2009, Spreadtrum ramped up a 6600L baseband chip developed under Wu Ping and launched the product aiming to compete against Mediatek’s MT6225. With comparable performance, the 6600L chip was cheaper by $1 USD on its own and by $2 USD in terms of integrated solution. The price advantage is huge given that the average profit on a low-end cell phone is about $1.4 USD. As a result, Mediatek, the market leader that enjoyed over 90% of market share back then, was forced to participate in this price war in the second half of 2009.

China T&T trip: Structural changes in China handset market [The Goldmann Sachs Group, May 24, 2011] (emphasis in paragraphs is mine)

Muted group procurement result of TD smartphone in May, indicating backend loaded demand with low SP mix in 2011

Leadcore, Huawei, and Borqs indicated that China Mobile (CM) procured only 1.2mn TD smartphone (SP) with a minimum order of 200,000 for each model, well below the market
expectation of 12mn units
with minimum guaranteed order of 800,000 per model. CM has selected six models (three Ophone, two Android, and one feature phone) from Huawei, ZTE, Samsung, Lenovo, Motorola, and Coolpad. They attributed the disappointing central procurement result of TD smartphone to relatively poor quality of phones.

CM would like to give 60% of its SP orders to Marvell. However, in a recent stability test by CM, Leadcore scored at 95% pass rate, with T3G at 93% and MRVL at only 65%. …

China market: TD-SCDMA device makers reportedly urged to slow cooperation with Marvell [March 31, 2011] (emphasis is mine)

Some TD-SCDMA end market device makers in China have reportedly urged their fellow local companies not to rush to adopt TD-SCDMA chips from Marvell Technology on concerns of stability and instead should use similar chips offered by China-based chipmakers, according to industry sources.

Device makers in China stated that the development of TD-SCDMA chips by China-based chipmakers has matured with most solutions having been used in volume commercially without problems regarding to stability.

Although Marvell has been eager to develop TD-SCDMA chips and also cooperated closely with China Mobile, China-based device makers are still skeptical about the stability and commercialization of TD-SCDMA chips from Marvell, claimed the sources.

Despite the concerns from China-based device makers, Asustek Computer has unveiled recently in Beijing a number of TD-SCDMA enabled handsets built using chipset solutions from Marvell, the sources indicated.

China handset and solution makers form alliance to push global image and sales [April 27, 2011] (emphasis is mine)

More than 30 makers in the upstream and downstream handset industries in China have recently formed an alliance, aiming to promote brand image as well as to push sales of China-made handsets globally, according to industry sources in Taiwan.

Participating members include Lenovo, ZTE, TCL, Beijing Tianyu, G’Five, Coolpad, SIM Technology and chipset makers Spreadtrum Communications and RDA Microelectronics, but do not include MediaTek and other Taiwan-based handset makers, the sources noted.

The exclusion of Taiwan-based chipset solution vendors and handset makers may encourage alliance members to adopt handset solutions and parts and components from suppliers in China, the sources indicated.

Update: Huawei Joins Group of Global OEMs Accelerating Adoption of China’s TD-SCDMA Standard with New Ultra-Thin ‘Super’ Smartphone Powered by Marvell’s Single-Chip Solution [Aug 10, 2011]

Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced that Huawei’s new T8300 ultra-thin smartphone, powered by Marvell’s industry’s first commercially available TD-SCDMA single chip solution, has passed China Mobile’s rigorous testing requirements and has shipped to its stores throughout China. The ultra-thin Huawei T8300 measures only 11.2 millimeters thick with Marvell® PXA918 processor and is one of the six new smart phones selected by China Mobile in its first round of procurement this year.

“Marvell’s TD-SCDMA single chip solution was the only semiconductor that offered the high-performance processing power and low power consumption we required to deliver a powerful, stylish, multimedia TD smartphone at the right price,” said Mr. Wang Yanmin, President of Mobile Phone Product Line, Huawei Device. “With its long-term commitment to TD and its leadership in the market, we were confident that Marvell could seamlessly deliver the right technology efficiently and be a true partner in bringing our new T8300 smartphone to market.”

Huawei’s T8300 is also equipped with Marvell’s latest 802.11n Wi-Fi solution and runs OMS 2.5, the newest Ophone operating system. It features a 3.2 inch capacitive touchscreen, 720p video decoding and gravity, light and proximity sensors.

Note that T8300 is the TD-SCDMA specific redesign of the IDEOS X3 smartphone announced at MWC’11 (but only delivered since June’11, for around US$240 in Singapore and for around US$200 in Malaysia). The Qualcomm MSM7227 SoC (announced in Feb’09 for sub-$150 smartphones) used in X3 was not able to support TD-SCDMA so the only available SoC was Marvell’s PXA920/918 SoCs family available since Sep’09 (although capable of passing the rigorous TD-SCDMA tests only almost 2 years later as on can see from Marvell’s above press release).

Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See: First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]

Marvell Drives New Rollout of TD-SCDMA Smartphones from China Mobile, the World’s Largest Mobile Operator [June 28, 2011] (emphasis is mine)
ZTE Launch Signals New Era of TD-SCDMA Smart Devices in China Powered by Marvell’s Industry-First Single Chipe Solutions

Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced the introduction of four new TD-SCDMA (Time Division Synchronous Code Division Multiple Access) smart devices by ZTE, including two smartphones, a mobile tablet and a mobile hot spot device. All four devices are customized for China Mobile’s 3G TD-SCDMA market, and feature Marvell’s industry-first TD-SCDMA single chip solution and the most advanced mobile 802.11n Wi-Fi technology with beam-forming capability.

The ongoing collaboration between Marvell and ZTE, one of China’s most prominent and innovative communications companies, delivers highly cost-effective smart devices to Chinese end users that are tailor-made for China Mobile’s TD-SCDMA standard. Marvell and ZTE have also worked together to develop end-to-end TD-HSPA+. In the future, the two companies intend to further cooperate to develop creative mobile phone solutions and emerging mobile Internet applications. In recent years, the two companies have also collaborated on a passive optical network (PON), network switches, WLAN and CPUs.

ZTE Product Highlights

  • Blade U880, one of ZTE’s flagship smartphones, is powered by the Marvell® PXA920 and features a 3.5 inch WVGA capacitive touchscreen at a resolution of 800 x 480 pixels, delivering exquisite pictures with rich colors and multi-touch. Other features include Android 2.2 support, a TD-SCDMA +WLAN dual wireless Web connection, WLAN-AP wireless routing, CMMB (MBBMS) mobile phone TV, a 5 megapixel auto-focus camera, 720p high-definition video, GPS/AGPS navigation and a 3D graphics processing accelerator.
  • Light Tab T9, powered by the Marvell PXA920, is a 7-inch tablet with a WVGA capacitive touchscreen that is only 12.6 millimeters in thickness. It supports phone calls, China Mobile’s CMMB+MBBMS mobile TV, WLAN, Bluetooth and FM. The device also ships with GPS, an electronic compass, an eBook reader and a camera.
  • U802 is a highly affordable (sub 1,000 Renminbi [RMB]), all-white smartphone powered by the Marvell PXA918. It features a 2.8 inch touch screen, WLAN/WAPI data connection, CMMB TV, accelerometer for UI auto-rotate, 3 megapixel and 0.3 megapixel dual cameras, a 3D graphics accelerator, Android 2.2 support and a customized Widget desktop.
  • A6 is a highly affordable mobile hot spot device customized for TD-SCDMA networks powered by the Marvell PXA920. It ensures smooth switching between TD and Wi-Fi and self-creation of hotspots. It supports up to eight terminal access points and is small, portable and easy to operate.

中兴U880 ZTE U880 (ZTE中兴U880) (ZTE ZTE U880) [extracted on July 11, 2011]
(via Google translate)

参考价格: Price:
1180 [北京] ¥ 1180 [Beijing]
商家报价Business offer:
¥1043至¥1480 ¥ 1043 to ¥ 1480
  • ZTE U880 - the main screen -- 11-July-2011网络模式: GSM,TD-SCDMA Network mode: GSM, TD-SCDMA
  • 外观设计:直板 Design: Straight
  • 主屏尺寸: 3.5英寸480×800像素 The main screen size: 3.5 inches480 × 800 pixels
  • 触摸屏:电容屏 Touch screen: capacitive touch panel
  • 摄像头像: 500万像素CMOS Camera head: 500 million pixel CMOS
  • 操作系统: Android OS v2.2 Operating System: Android OS v2.2
  • 机身内存: 512MB Body Memory: 512MB
  • 电池容量: 1250mAh Battery capacity: 1250mAh

中兴U880参数 ZTE U880 parameters [extracted on July 11, 2011]
(via Google translate)

Listing Date
纠错 2011年05月 in May 2011

手机类型 Phone type
纠错 3G手机 3G mobile phone

外观设计 Design
纠错 直板 straight

主屏尺寸 The main screen size
纠错 3.5英寸 3.5 inches

触摸屏 Touch Screen
纠错电容屏 capacitors screen

主屏材质 The main screen material
纠错 TFT TFT

主屏分辨率 The main screen resolution
纠错 480×800像素 480 × 800 pixels

主屏色彩 The main screen color
纠错 26万色 262K

网络模式 Network mode
纠错 GSMTD-SCDMA GSM , TD-SCDMA

数据业务 Data services
纠错 GPRS,EDGE,TD-SCDMA,HSPA GPRS, EDGE, TD-SCDMA, HSPA

支持频段 Support band
纠错 2G:GSM 850/900/1800/1900 2G: GSM 850/900/1800/1900
3G:TD-SCDMA 1880-1920/2010-2025MHz 3G: TD-SCDMA 1880-1920/2010-2025MHz

操作系统 Operating system
纠错 Android OS v2.2 Android OS v2.2

CPU频率 CPU frequency
纠错 800MHz 800MHz

机身内存 Body memory
纠错512MB 512MB

存储卡 Memory card
纠错MicroSD卡,支持App2SD功能 MicroSD card support App2SD function

电池容量 Battery capacity
纠错1250mAh 1250mAh

键盘类型 Keyboard type
纠错 虚拟QWERTY键盘 the virtual QWERTY keyboard

机身颜色 Colors
纠错黑色 Black

手机尺寸 Phone Size
纠错114×56.6×11.8mm 114 × 56.6 × 11.8mm

手机重量 Phone Weight
纠错 115g 115g

中兴U802 ZTE U802 [extracted on July 11, 2011]
(via Google translate)

ZTE U802 - the overall appearance - sub 1000 yuan -- 11-July-2011Price:
即将上市 [北京] Upcoming [Beijing]
  • 网络模式: GSM,TD-SCDMA Network mode: GSM, TD-SCDMA
  • 外观设计:直板 Design: Straight
  • 主屏尺寸: 2.8英寸 The main screen size: 2.8 inches
  • 触摸屏:支持 Touch screen: Support

中兴U802参数 ZTE U802 parameters [extracted on July 11, 2011]
(via Google translate)

Listing Date
纠错 2011年05月 Correction in May 2011

手机类型 Phone type
纠错 3G手机智能手机 ,电视手机 Correction 3G mobile phones , smart phones, TV mobile phone

外观设计 Design
纠错 直板 Correction straight

主屏尺寸 The main screen size
纠错 2.8英寸 Correction 2.8 inches

触摸屏 Touch Screen
纠错 支持 Error correctionsupport

主屏材质 The main screen material
纠错 TFT Correction TFT

网络模式 Network mode
纠错 GSMTD-SCDMA Correction GSM , TD-SCDMA

数据业务 Data services
纠错 GPRS,EDGE,TD-SCDMA CorrectionGPRS, EDGE, TD-SCDMA

支持频段 Support band
纠错 2G:GSM 850/900/1800/1900 Correction 2G: GSM 850/900/1800/1900
3G:TD-SCDMA 1880-1920/2010-2025MHz 3G: TD-SCDMA 1880-1920/2010-2025MHz

操作系统 Operating system
纠错 Android OS v2.2 Correction Android OS v2.2

CPU频率 CPU frequency
纠错 624MHz Correction 624MHz

存储卡 Memory card
纠错 MicroSD卡,支持App2SD功能 CorrectionMicroSD card support App2SD function

键盘类型 Keyboard type
纠错 虚拟键盘 Correcting the virtual keyboard

机身颜色 Colors
纠错 黑色 Black

http://shop.zte.com.cn/main/mobile/shop_mob_partinfo.jsp?pid=3427&listName=&catalogId=13381 [extracted on July 11, 2011]
(via Google translate)

130x216ZTE Light Tab T9 ZTE Light Tab T9 2480元 2480 yuan

*TD-SCDMA HSDPA/HSUPA/GSM/EDGE 智能终端 TD-SCDMA HSDPA / HSUPA / GSM / EDGE smart terminal

*7 寸WVGA电容式触摸大屏 7-inch WVGA large capacitive touch screen

*厚仅12.6mm,纤薄便携,质感十足 Thickness of only 12.6mm, slim, portable, full texture

*超长续航能力:21天待机,5.5小时视频播放 Long battery life: 21 days standby and 5.5 hours of video playback

*采用Android 2.2操作平台,支持更多业务应用 Using Android 2.2 platform, support more business applications

*支持中国移动CMMB+MBBMS移动电视,特有智能视频增强技术有效提升画面质量 China Mobile CMMB + MBBMS support mobile TV, unique intelligent video enhancement technology to effectively improve the picture quality

*支持中国移动深度定制的宽带互联网、飞信、音乐随身听*、DM*等增值业务 The depth of customization to support China Mobile’s broadband Internet, flying letters, music player *, DM * and other value-added services

*最高支持32G扩展卡、U盘功能 Up to 32G expansion card, U disk function

*支持WLAN、蓝牙、FM功能 Support for WLAN, Bluetooth, FM function

* 支持重力传感、光敏感应、GPS导航 Support for gravity sensing, light-sensitive sensors, GPS navigation

Andorid2.2 custom blade moving ZTE U880 TD evaluation [June 17, 2011]

China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that

Follow-up: – Good TD-LTE potential for target commercialisation by China Mobile in 2012 [July 13, 2011]

See also: Mobile Internet (Aug’11) which is a total update on Aug 26, 2011 with a lot of additions to the original July 19, 2010 content on the following subjects:
– LTE and LTE Advanced — HSPA Evolved (parallel to LTE and LTE Advanced) — Heterogeneous networks or HetNets — Femtocells and Picocells — Qualcomm innovations in all that — Ericsson’s LTE Advanced demo — Current roadmaps on evolutions of current 3G+ broadband mobile networks

China Mobile to accelerate TD-LTE commercialization [June 10, 2011] (emphasis is mine)

China Mobile reportedly has decided to accelerate its investment in TD-LTE technology aiming to push the commercialization of TD-LTE networks one year ahead of its original schedule, according to industry sources.

The affects of poor sales on the commercialization of its 3G TD-SCDMA networks has pushed China Mobile to move forward into the 4G segment, the sources indicated.

The move by China Mobile has attracted attention from a number of chipset makers including Qualcomm, Sequans Communications, MediaTek and VIA Technologies as well as China-based Spreadtrum Communications, Hisilicon Technologies and Innofidei, as they have all been eyeing the 4G chipset market in China, the sources noted.

MediaTek has decided to expand its R&D team for the development of LTE and WiMAX chips in Taiwan and China, with plans to raid talent from other wireless chipmakers as well as from HTC, said the sources, noting that MediaTek also does not rule out the possibility of acquiring related LTE R&D teams at home and abroad later.

Global opportunities for LTE TDD [Ovum, February 2011]

Quite often, LTE TDD (also known as TD-LTE) is wrongly presented as a Chinese technology. … However, unlike TD-SCDMA, which was originally a Chinese technology that was subsequently adopted by 3GPP, LTE TDD has been part of the 3GPP standardization effort since its inception. … China Mobile learned at its cost with TD-SCDMA that being a 550 million customer mobile operator helps to attract vendor attention but is not enough to make a technology a global success. The operator consequently built a strategy to position LTE as the next GSM, making LTE the de facto global standard for mobile broadband – something most cellular operators would welcome for cost reasons.

China Mobile is facing several challenges with TD-SCDMA. One of the most acute relates to the smaller economies of scale associated with a weaker device ecosystem compared to UMTS/HSPA. This is why China Mobile quickly oriented its long-term mobile broadband strategy towards LTE TDD. … In terms of LTE TDD network expansion, we believe that it could be faster than TD-SCDMA as the network will leverage many aspects of the current TD-SCDMA network including cell site facilities, backhaul, and even parts of the base stations. … Despite the large scale of the trials, the drawback of a 1H12 launch is the impact it may have on the development of the LTE TDD ecosystem. Fortunately for the technology, another significant market, India, may launch commercial LTE TDD services before the end of 2011.

It is Ovum’s view that LTE TDD will become widely adopted in the global market, but this will take time, as exemplified by our forecasts. There will be a delay of 12–18 months between the take-off of the two LTE variants. For LTE FDD take-off should be around 2012–13, while it is expected that this will be around 2013–14 for LTE TDD. We forecast 89 million LTE TDD connections by 2015, representing roughly 25% of total LTE connections.

First Pre-commercial LTE TDD/FDD Uni-Mode Single Chipset USB Dongle to be Launched in June [June 9, 2011]

In June 2011, the world’s first pre-commercial LTE TDD/FDD uni-mode, multi-band, single chipset USB dongle supporting LTE TDD/FDD idle mobility (cell reselection) will be launched by Huawei Hisilicon. Successful completion of the IOT tests with all of the 10 infrastructure vendorsindicated that it had fully satisfied the Uu IOT and terminal test requirements of MIIT and CMCC.

Detailed  design parameters are as follows:

The TD-LTE USB Dongle makes an unprecedented advance in functionality, performance, form factor, and interoperability. Prior to the launch of this pre-commercial TD-LTE dongle, 3 other critical development stages were completed:

  1. The first release of TD-LTE single-mode USB dongle test samples were released at the Shanghai World EXPO in mid 2010. All the terminals were custom-designed for the trial/ demonstration with the 65nm chipset design. Most of them passed the IOT tests with 1-2 infrastructures.
  2. The first release of LTE TDD/FDD dual-mode Single Chipset USB (65nm design) dongle test samples were released at GSMA MWC 2011 in February 2011. The USB dongles provided by Huawei Hisilicon and Qualcomm can support TD-LTE and LTE FDD in a single chip. The dongle is designed to support TD-LTE or LTE FDD based on the software that is loaded.  IOT tests with 3-4 infrastructrues were passed during this phase.
  3. The pre-commercial TD-LTE single-mode multi-band USB dongles (45nm design) were launched during the GTI 1st workshop in April 2011. These were targeted for trial applications and installations. More than 20 TD-LTE USB dongles from ZTE provided problem free services during the two-day GTI workshop. The DL peak data rate reached 80Mbps and the average single user DL data rate reached 4Mbps. The dongle demonstrated the commercial readiness, stable performance and rapid development of the TD-LTE dongle.

The development quickly progressed from a 65nm test sample to a pre-commercial, Full IOT, Uni-mode, 45nm solution in less than a year. TD-LTE Large Scale Trials in China and commercial deployment in India and Japan will speed up its commercial readiness. The TD-LTE dongle will be commercially available in 2011.

Spreadtrum Communications Acquired Stake in MobilePeak Holdings, Ltd., a Leading UMTS/HSPA+ Modem Chipset Designer [June 9, 2011] (emphasis is mine)

Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that it has acquired approximately 48.44% of the total outstanding shares of MobilePeak Holdings, Ltd. (’MobilePeak’), a privately held fabless semiconductor company based in Shanghai and San Diego that specializes in the design of highly integrated UMTS/HSPA+ modem chipsets.

Spreadtrum acquired approximately 48.44% of MobilePeak’s total outstanding shares, and provided a short-term loan to MobilePeak for the repayment of MobilePeak’s outstanding convertible bridge loans, for an aggregate cash consideration of approximately US$32.58 million. Spreadtrum intends to purchase all of MobilePeak’s issued and outstanding shares, and expects to complete the acquisition in the third quarter of 2011. Thanks to MobilePeak’s efficient operations, Spreadtrum expects the acquisition to have a minor impact on its earnings per share in Q2 and the remaining quarters in 2011, and Spreadtrum maintains its Q2 2011 guidance in terms of revenue, gross margin, and operating expenses as a percentage of revenue.

Commenting on the transaction, Spreadtrum’s Chairman, President and CEO, Dr. Leo Li, said, ’We are very pleased and excited to welcome the MobilePeak team. The synergies between the two companies and the opportunities created by this transaction are clear. With MobilePeak’s complete UMTS/HSPA+ solution, we will broaden our portfolio of worldwide wireless handset technologies, and make inroads into the WCDMA feature phone, smart phone and tablet markets.

“Utilizing our advanced 40nm technology, mature GSM/GPRS/EDGE and TD-SCDMA platforms, and working closely with MobilePeak’s Shanghai and San Diego teams, we will be well equipped to expand our international market shares. These capabilities are also a solid foundation for developing the next generation multi-mode FDD-LTE/WCDMA and TDD-LTE/TD-SCDMA technologies over the next two years.”

Mr. Qiuzhen (Joe) Zou, Chairman and President of MobilePeak, said, ’ We are eager to work with the Spreadtrum team. Since MobilePeak’s inception in 2005, our team has developed world-class baseband chipsets with support for 3GPP Standard through Release 7, including HSPA+ technology up to Category 14 with 21Mbps maximum downlink speed and 11Mbps maximum uplink speed. MobilePeak has more than 100 patents granted or pending worldwide, and its solutions have passed GCF tests and top-tier handset makers’ strict in-house tests. We are confident to roll out the first 40nm HSPA+ solution platform for feature phones and smart phones by 2012.’Mr. Zou will assume the role of Chief Technology Officer at Spreadtrum.

Mr. Zou founded MobilePeak in 2005 and has since served as MobilePeak’s Chairman. He served as MobilePeak’s Chief Technology Officer from 2005 to 2010 and assumed the position of President in 2010. Mr. Zou has more than 18 years of experience in the wireless communications industry. From 1993 to 2003, Mr. Zou held various positions with QUALCOMM, Inc., where he became a Vice President of Engineering in 2000. At QUALCOMM, Mr. Zou led various semiconductor design projects, including multiple generations of CDMA baseband chipsets. Mr. Zou received a BSEE from Southeast University in Nanjing, China in 1992, followed by an MSEE from Stanford University in 1993.

China market: 3G network investment totals CNY289 billion [June 14, 2011]

China Mobile, China United Telecommunications and China Telecom have cumulatively invested a total of CNY289 billion (US$43 billion) in setting up 3G networks consisting of 697,000 base stations around China, China-based http://www.xinhua.com has cited Ministry of Industry and Information Technology officials as indicating.

The three carriers had 67.57 million 3G subscribers in total as of the end of April 2011, the report indicated.

Goal for domestic 3G network set at 50m users [June 9, 2011]

The Chinese government has set a target of achieving more than 50 million third-generation (3G) mobile users by the end of 2011 for its homegrown telecommunication standard, but analysts predict the technology may not be the biggest winner in the 3G era.

Zhao Bo, deputy director of the electronics and information department with the Ministry of Industry and Information Technology, said on Wednesday that China should continue to push forward its TD-SCDMA (Time Division-Synchronous Code Division Multiple Access) 3G technology.

“The TD-SCDMA technology should realize its strategic target of acquiring at least one-third of China’s market, and grab 50 million users by the end of this year,” Zhao said.

He said he is confident that China Mobile Ltd, the world’s biggest telecom carrier by users, will achieve the goal within the schedule.

China Mobile is building the TD-SCDMA 3G network in China, while its domestic rivals, China Unicom Ltd and China Telecom Corp Ltd, adopted the WCDMA and CDMA2000 3G technologies.

Ye Lin, an official from the technology department of the Ministry of Industry and Information Technology, said since the three Chinese telecom operators obtained 3G licenses in early 2009, China has made major progress in 3G network development.

The three carriers have invested a total of 289 billion yuan ($44.6 billion) in 3G network construction in the past three years, Ye said. More than 697,000 3G base stations have been set up in the same period, he added.

The ministry recently announced that the number of 3G users in China reached 67.6 million by April.

China Mobile topped the list with 29.4 million, and China Unicom followed with 20.4 million. The smallest telecom carrier, China Telecom, had 17.8 million by April.

The great leap forward: How the world’s largest operator aims to jump one generation [Ericsson Business Review, June 10, 2011] interview with Bill Huang, GM of the China Mobile Research Institute (emphasis is mine)

China Mobile is pushing the time division (TD) flavor of LTE hard. Why is it necessary to have more than one kind of LTE, and what benefits does TD offer end users?

To understand, you must look back at what caused this technology evolution. There was an understanding that to go digital we must have a global standard. There were many candidates but they fell apart. GSM was a very good effort and succeeded in becoming the first real global standard. Then came 3G. In retrospect, 3G was a questionable development. It optimized voice capacity and quality but data traffic was kind of an afterthought. GSM did the job just fine. The best example is China Mobile. We deployed the world’s largest GSM network with the lowest tariffs, and never saw the need for a better voice service. 3G was a solution looking for a problem. And indeed, WCDMA did not take off until HSPA was developed. So from a historical perspective, HSPA was the only killer application for WCDMA, and internet access is the only reason HSPA took off.

Mobile internet is the only growth area for mobile communicationLTE carries the heritage of GSM and WCDMA with it … the selection of TD technology as a strong candidate in the evolution of LTE gives us an internet advantage. Historically, mobile communication has been symmetrical, dominated by voice. Internet traffic is not symmetrical. Downlink is typically 10 times faster than uplink, and addresses this. TD is unique in the way you can adjust the uplink and downlink ratio. And that’s why TD has become very useful – not only does it allow operators to use spectrum more efficiently, it also offers consumers a better user experience and lower costs.

How will China Mobile use 3G?

We will accelerate. For China Mobile 3G is an important licensing issue, and we are building a 3G infrastructure to create the momentum [with 3G HSPA level?] with which we move towards 4G.

Isn’t that a long way off in the future? Don’t you need to develop mobile broadband now?

Completely wrong! We are targeting commercialization next year, not in five years. In fact, operators in India and Japan plan to go commercial this year, but we are not that aggressive. So you see: 4G is not being pushed by the vendors, like 3G was. 4G is being pushed by the carriers. LTE is the only standard in the industry where, if you have a product, people will buy it right away. It’s  the reverse of how things used to be, and very interesting. LTE is being developed fast, but not fast enough.

Instead of looking at data volume, we can charge for downloading a movie, regardless of size, or a song or a book. We have all of that already in place. But frankly I don’t think consumers are used to content based billing, so we need to educate them – in many cases. … China Mobile’s strategy is that we will be a content and application aggregator, therefore becoming a smart pipe – not a dumb pipe that just provides access without aggregating anything. So we become the Walmart of information.

Instead of charging for content or traffic we can create a club. People are familiar with that concept. You pay one monthly charge and everything is free. It’s very effective; Netflix is a good example of a subscription based service that I think has a very good future as a business model. At China Mobile we can do anything with scale, but we can’t do everything in a niched or personalized way. So, if we provide a club we get to leverage that scale. We have 600 million subscribers. If only 10 percent sign up, that’s already 60 million members. If just 1 percent sign up, that’s 6 million members.

How do you handle the threat from the over-the-top (OTT) players, the internet companies?

It is a very real threat: OTT services can now replace almost any communications service imaginable. ott services are usually free, so this business model is based on backward billing. … What we hope to entice the user with is the quality of service – that’s our most important competitive advantage. … we must also look to reduce the cost of our services, potentially making them free as well. If we use other ways to generate revenue – like advertising or the club concept, and the user subscribes to a bandwidth bundle – we could provide the voice club service for a fixed fee, while guaranteeing the quality. Then I think we could kill off OTT very easily.

What do you expect from the cloud?

For mobile internet we have established a three-front strategy: LTE; the smartphone (operating Ophone, which is based on Android plus); and cloud computing. Only by combining all three can we create a really competitive and successful mobile-internet business.

We believe the cloud is an infrastructure technology that can address the cost of computing, reduce energy consumption and become a common platform for society, consumers and companies. Historically telecom operators have been reluctant to embrace it, but this was a mistake. In the US, I think carriers have already given up. They allow Google, Amazon and Microsoft to run cloud computing. But there are opportunities for China Mobile. If anything, we can do infrastructure on a large scale, data centers and so on. We do not have to develop all of the internet services in the world to compete with Google or Facebook. What we could do is build a cloud-computing infrastructure and invite all the internet companies to partner with us.

The most important phenomenon that will drive change in the mobile communications industry today is the evolution of smart phones. What used to be a communications device is now an all-purpose computing device. Today, fewer than 20 percent of our subscribers use smartphones. We think that in three to five years over 80 percentof our subscribers will use smartphones.

Have tablets changed this picture?

No, I see them as just bigger smartphones. In fact, Microsoft and others have tried for many years to introduce tablets and failed. But when Apple introduced the iPad, which is just a big iPhone, everybody loved it. So, this proves that a successful tablet is a big smartphone. The look and feel is very similar to that of a phone.

How do you work with the app store concept?

We embraced it completely and the way we differ from Apple is that we support all operating systems – including iOS if Apple wants us to. … We hope to create a platform that is independent of operating systems. … The reason China Mobile chose Android was that we need the flexibility to differentiate. We need to add components, APIs and functionality to Android. That’s why we call it Android plus.

I don’t know if video is going to be a major revenue stream, but I am sure it’s going to be a major application. I say that because making video calls on IMS [IP Multimedia System]will become an internet application, so it depends on how we charge for it. It opens up the potential for more creative billing strategies. We would be able to deliver a level of quality that would be very difficult for an ott player to achieve.

We studied what kind of apps users download and you’d be surprised how similar people’s tastes are. The top 1,000 apps have a 99-percent share of the market. That’s very good news for operators. We are not very good at long tail, but we are definitely good at short tail.

We want a mobile phone to be able to transmit TV to a large screen – so you can watch the program on your phone’s small screen or your computer screen, but also take it with you when you visit someone and watch it together on a large screen, in high definition. You won’t need the DVD. The mobile becomes the set-top box. So China Mobile doesn’t need a three-screen strategy – we only need a one-phone strategy. We are working on a wireless multimedia transmission technology called WiMo for this, and expect it to be available in two to three years.

Are you ready for mobile banking?

To be frank, we have not figured out which technology’s the right one to get the credit card or the payment mechanism into the phone. The most viable one for phones would be near-field communication (NFC). We have already established our architecture for mobile commerce and an account system with connections to all the banks, so from a service point of view we already have everything in place. What we need right now is for more phones to have the capability to carry the mobile payment and transaction engine – the right chip and components to support it, along with NFC.

Is banking a comfortable area for operators?

We don’t necessarily have to compete with the banks. We can rather just be the wallet and charge a monthly fee for the service. In other words, the banks can issue the cards and put them into our phones. We will make our platform open for all the banks. We don’t have to issue our own cards; all we have to do is to become the channel for the credit cards. And then we can make money. It is a great service – to sign up you don’t have to fill in a lot of forms; we have all the customer data that is needed.

How China institutional changes influence industry development? The case of TD-SCDMA industrialization [May 25, 2011]

… in view of that China state capitalizing on different SOEs and accompanying institutional changes, we further break framework into two time-periods:
– During stage 1 (2002- 2008) that China central government started to support Datang Group, aiming to commercialize TD-SCDMA technology into products. State also assigned Datang to lead TDIA [TD-SCDMA Industry Alliance designed to function as the platform of TD-SCDMA development, involving the activities of setting standard, sharing IPR, organizing supply chain, and coordinating among members] for TD-SCDMA industrialization.
– In stage 2 (2009-present), China state turned to mandate China Mobile to promote TD-SCDMA, not only responsible for networking building and service providing, but also for organizing of mobile handset supply chain (Wang and Tsai, 2010).

The R&D capacity of Datang Group as a whole is questionable, despite that Datang set home-grown TD-SCDMA standard (interview ES1). Since 1992, CATT had received national grant to undergo the earliest home-grown standard (SCDMA, 2G), but failed to commercialize due to weak R&D capacity in commercialize large-scale system development (Chen, 2005; Soh and Yu, 2010)11. Second, Datang XiAn, founded in 1993 and specializing for telecommunication equipment manufacturing for digital automatic switching (SPC) product, can not compete with local minying enterprise Huawei and mixed enterprise ZTE since late 90’s to early 2000’s (Fuller, 2005: 201; Harwit, 2007; Liu, 2008).

… the Datang Group is state-owned enterprise spin off from CATT, and they didn’t directly confront market and no pressure for survival(interview ES1and IS1). Although state continuously channeled national resources to compensate the loss (cf. Table 1 2004 negative profit) from developing TD-SCDMA and that Datang Mobile indeed deployed on R&D and accomplish some patents, Datang Group as a whole can not develop innovation capacity in designing parts and testing whole TD-SCDMA network system. One of the reason is that Datang Group lacked of associated knowledge and experience before (Soh and Yu, 2010).

The same situation occurs in TD-SCDMA mobile terminal products. The joint ventures IC design firms of Datang and MNCs, such as T3G or Commit, launched none of TD-SCDMA products to the market and ended up merged by ST-Ericsson or bankrupted. Likewise, Datang Mobile fruited no complete TD-SCMDA handset, so the state turned to university and public-sector research institutes to support the development of TD-SCDMA (Liu, 2008, 2009).

TDIA also confronted frustration in knowledge sharing and organizing of supply network. There’s no patent license-out or cross-license among member (Sumtttier et al., 2006; Whalley et al., 2009), except occasional license out from Datang to ZTE and Putian (Soh and Yu, 2010). Theoretically, Datang supposed to invite and global companies, such as Huawei and ZTE, into the supply chain of TD-SCDMA and leverage on their experience. But Datang, as the father of TD-SCDMA, tried to protect and guard their child (interview ES1). On the other hand, the R&D capacity of Huawei and ZTE outperformed Datang, so Huawei and ZTE won’t bother to join Datang on patent sharing and further on TD-SCDMA technology/product (interview RS4 and RS6).

State pick winner [and looser] SOE as national team

By contrast to Datang, the state evolves to pick China Mobile as the new national team by assessing past performance as selection criteria. First, China Mobile has near 500 million (end of 2008) users, making it as the largest telecom operator worldwide (BMI, 2010). So it’s a feasible path to migrate most China users from 2G (GSM) to home-grown standard (Interview, ES1). Second, China Mobile is most profitable and potential operator in China that China Mobile had the capacity and capital to promote TD-SCDMA (Interview ES1, SS2, ES1).

… the state threatens China Mobile: TD-SCDMA or none of 3G licenses. Coupled with impact on Mr. Wang’s political career, China Mobile has no choice but to promote TD-SCDMA (Interview ES1). On the other hand, the state also subsidizes RMB$10 billion (SinoCast, 2009) to compensate for potential loss estimated RMB $30 billion each year (Interview RS5).

In short, China state changes institutional means of supporting core SOE by both subsidies and threat, rather than carrot without stick. The state also changes to assess SOE’s past performance for prospects of TD-SCDMA. Despite the mandatory mission, China Mobile indeed starts to recruit R&D staff with high salary (Interview RS5) and experiments several innovations on TD-SCDMA network deployment, mobile phone launch, and service package to users (Interview IS1).

For the particular case of TD-SCDMA development, this paper contributes to discover that China state experiments and adapts institutions, along with the mentality adjusted from ‘standard matters’ to ‘R&D capacity rules’. More, the macro-level institutional learning also leads to meso-level institutional adaptation in the telecommunication industry. China Mobile acts as a mediator between state and network of firms, with the resources re-distribution and demand for collective action through the whole supply chain. Therefore, China Mobile not only managed to offer users with innovative service and networking build through in-house R&D, but also to organize the preliminary formation of TD-SCDMA production networks.

China Mobile, as a customer rather than rival of equipment manufacturers, had invested RMB$148 billion during 2008 to 2010 through four stages bids of infrastructure construction (BMI, 2010; IEK, 2010). Both local and global firms, such as SOEs Datang and Putian, minying Huawei and MNCs Nokia-Siemens, all compete for TD-SCDMA network building (Wang and Tsai, 2010). The final winners are Huawei and ZTE, for their cheaper but good product quality than MNCs’ and SOEs’ (Interview ES2). It indicates that China Mobile also selects their cooperating partners basing on market performance as the foremost criteria. This is different from the previously protectionism signal that Datang sent, since the SOE was targeted to dominate China market under the umbrella of MIIT, and which formulated the national industrial policy.

China Mobile also realizes that the biggest problem of TD-SCDMA industrialization is the shortage of TD-SCDMA handsets in the market. Under the pressure from mission and profit, China Mobile urges their current partners (e.g. Nokia and Motorola) to produce TD-SCDMA products through replicating the same incentives tools that state imposed upon China Mobile. That is, China Mobile, basing on their market significance, threatens their main suppliers (e.g. Nokia and Motorola): TD-SCDMA products or none of other business (Interview IS1). On the other hand, China Mobile first offered RMB$ 600 million to three chipsets designers and nine handset suppliers, to induce these leading firms to offer cheap products to penetrate China market. Thus, Nokia, HTC, Samsung and some local firms started to launch TD-SCDMA handsets. Most of all, China Mobile plays as a coordinator to integrate the supply chain, from upstream IC design firms to downstream  manufacturers (Interview IS1).

China Mobile awards 12 companies TD-SCDMA research grants [May 17, 2009] (p. 4, emphasis is mine)

China Mobile will provide funding of RMB 600 million ($87.77 million) to 12 mobile phone and chip manufacturers for the research and development (R & D) of terminal devices based on the homegrown TD-SCDMA standard, China Mobile announced on May 17.

According to the announcement, the 12 companies include nine mobile phone manufacturers, namely Motorola Inc., Samsung Corp., Yulong Computer Telecommunication Scientific Co. Ltd., Dopod Communication Corp., LG Electronics (China) Co. Ltd., ZTE Corp., Hisense Group, Guangzhou New Postcom Equipment Co. Ltd. and Huawei Technologies Co. Ltd. along with three chip makers, namely T3G Technology Co. Ltd., MediaTek Inc., and Spreadtrum Communications Co. Ltd.

As China Mobile stipulated that chip makers and mobile phone manufacturers pair up in the R & D project, T3G will work with Motorola, Samsung, Dopod and Huawei while MediaTek will work with Yulong, ZTE and LG. Spreadtrum will collaborate with Hisense and New Postcom.

Motorola, Samsung, Yulong, Dopod and LG, together with their chip maker partners [T3G and MediaTek], will receive combined funding of RMB 310 million ($45.35 million) from China Mobile for R & D of high-end TD-SCDMA mobile phones. The remaining mobile phone manufacturers [Huawei, ZTE, Hisense and New Postcom], together with their chip maker partners [T3G, MediaTek and Spreadtrum], will be responsible for R & D of low-end TD-SCDMA mobile phones and will receive combined funding worth RMB 290 million ($42.42 million) from China Mobile, the announcement said.

China Mobile Reveals TD-SCDMA Handset Subsidy Bidding Results [May 17, 2009] (emphasis is mine)

On May 17, China Mobile (NYSE: CHL; 0941.HK) held a signing ceremony for subsidies targeted at joint TD-SCDMA handset R&D, with nine handset manufacturers and three chip manufacturers signing a “cooperative R&D” agreement. China Mobile will invest RMB 600 mln in the subsidies, driving total investment of over RMB 1.2 bln in TD-SCDMA R&D, with the remaining contributions coming from participating vendors.

6 joint bids won subsidies for China Mobile’s “Flagship Broadband Internet Handset” project: Motorola and 3G chip manufacturer T3G; Samsung and T3G; mobile handset manufacturer Yulong and TD-SCDMA chipmaker Leadcore Technology; Smartphone manufacturer Dopod and T3G; LG Electronics and Leadcore; and ZTE and Leadcore. China Mobile will invest approximately RMB 310 mln in the project.

For the “Low Cost 3G Handset” project, the five successful bids were ZTE and Leadcore; LG and Leadcore; Hisense and wireless baseband chipset provider Spreadtrum Communications (Nasdaq: SPRD); Guangzhou New Postcom and Spreadtrum; and handset manufacturer Huawei and T3G. China Mobile will provide approximately RMB 290 mln of funding for this project.

7 months later these 11 handsets were shown [as per China Mobile’s Dec 17, 2009 press release in Chinese

China Mobile‘s 200 Models of TD Mobile Phone Listing This Year [March 18, 2011]

Recenly Li Yue, president of China Mobile, attended the Results Announcement said that China Mobile has an adequate supply in the 3G mobile phones. Currently, 50 companies are available to TD phones, and another 200 models will be able to supply soon.

At the end of last year, China Mobile has conducted 6 million low-end TD mobile phones tender. And in February this year, China Mobile has conducted 12.2 million high-end TD mobile phones procurement, of which, about 150 million units flagship Internet terminals, 30 million units dual card dual standby terminals, 320 million units multimedia intelligent terminals, 400 million units fashion and entertainment terminals and 320 million units universal intelligent terminals.

Xue Taohai, vice president of China Mobile, said the group will control the handset subsidies in 17.5 billion yuan. It is reported that China Mobile set a new goal for 25 million 3G users this year, and the current 3G network has covered 656 cities.

China Mobile Changes Strategy in Terminal Procurement [April 22, 2011]

Foreign mobile phone makers that has been disappointed in the bidding invitation of China Mobile Ltd. (SEHK: 0941 and NYSE: CHL) for centralized procurement of 6 million TD-SCDMA terminals last year, have turned things around in this year’s first round of centralized procurement kicked off by the leading telecommunications carrier.

Reporters find out that foreign mobile phone makers have won more than half of the share in recent centralized procurement, indicating that China Mobile has adjusted its philosophy in terms of the development of TD-SCDMA terminals, pointed out an insider who declines to reveal his name, saying that the company is not satisfied about current situation for the distribution of TD-SCDMA mobile phones.

A top executive of China Mobile opens out that the sales volume of TD-SCDMA terminals is small, indirectly confirming the report, saying that TD-SCDMA mobile phones have bad quality and high prices.

In the opinion of a researcher of iSuppli, China Mobile has changed its strategy to snatch market share and enlarge user base through low-end TD-SCDMA terminals and will improve the brand influence and boost the sales volume of TD-SCDMA mobile phones through the promotion of flagship terminals.

At the end of 2010, a domestic TD-SCDMA chipmaker has begun preparing for the next year’s centralized procurement of TD-SCDMA mobile phones by China Mobile, since the distribution of TD-SCDMA terminals completely relies on telecom carriers.

The top management of the chipmaker has been determined to win the centralized procurement. However, in February 2011, the announcement of China Mobile about the result disappointed them.

China Mobile has focused on medium- and high-end mobile phones in this year’s first round of centralized procurement while bid winners were all domestic TD-SCDMA terminal makers last year.

The changing philosophy of China Mobile is unfavorable to domestic mobile phone makers, which are mostly oriented to the manufacturing of medium- and low-end TD-SCDMA terminals.

Take the example of upstream chipmaker Leadcore Technology Co., Ltd., its shipment of TD-SCDMA chips topped 13 million in 2010. In last year’s centralized procurement, the company took over half of the share.

In contrast, US IC designer Marvell Technology Group Ltd. (Nasdaq: MRVL) that is oriented to the medium- and high-end TD-SCDMA smart phone market is likely to snatch more than half of the share in the latest centralized procurement.

Whatever strategy China Mobile adheres to, its aim will not change. That is to attract more customers for TD-SCDMA mobile phones. A top executive of Leadcore Technology believes that high-end TD-SCDMA terminals will help China Mobile improve its brand influence. But, to boost sales volume, the company still has to rely on medium- and low-end mobile phones.

(1 USD = CNY 6.51) Source: http://www.nf.nfdaily.cn (April 22, 2011)

Muted group procurement result of TD smartphone in May, indicating backend loaded demand with low SP mix in 2011 [May 24, 2011]

Leadcore, Huawei, and Borqs indicated that China Mobile (CM) procured only 1.2mn TD smartphone (SP) with a minimum order of 200,000 for each model, well below the market expectation of 12mn units with minimum guaranteed order of 800,000 per model. CM has selected six models (three Ophone, two Android, and one feature phone) from Huawei, ZTE, Samsung, Lenovo, Motorola, and Coolpad. They attributed the disappointing central procurement result of TD smartphone to relatively poor quality of phones. That said, Leadcore believes that MIIT has required CM to add 30mn TD-SCDMA subs in 2011 and TD terminal or chipset shipment is likely to be 53mn in 2011. Leadcore is hopeful that feature phone and SP could represent most of the TD phones with fixed wireless terminals at only 3-4mn in 2011. Leadcore expects CM to shift to open channels, which also receives a subsidy through contracts with provincial or local CM subsidiaries; and we predict the mix of open channel and central procurement to increase from 30% and 70% in 2011 to 70% and 30% in 2012, respectively. Similarly, Spreadtrum also expects TD chipset market to reach 45-50mn in central procurement (fixed wireless 35%, feature phone 50%, smartphone 10-15%), and 60mn-70mn units in total (including the open channel). Spreadtrum has seen strong recent demand from open channel. We note that open channel tends to sell more feature phones and fixed wireless phones.

Leadcore and Spreadtrum aim to gain TD market share in 2011

Leadcore believes that it has 50% of TD market share together with Mediatek. Marvell has relocated some of its R&D resources to China and is getting support from OEM. CM would like to give 60% of its SP orders to Marvell. However, in a recent stability test by CM, Leadcore scored at 95% pass rate, with T3G at 93% and MRVL at only 65%.

Rumor: China Mobile Establishes National Handset Procurement Arm [May 27, 2011]

An industry source said recently that China Mobile (NYSE: CHL; 0941.HK) has circulated a memo internally announcing the establishment of a terminals center, to be announced officially in August, that will operate as a national-level handset procurement subsidiary. The operator is currently making necessary internal adjustments in order to transfer staff to the new center.

The new terminals center will be operated like a division of China Mobile, overseen directly by China Mobile headquarters, and will focus on terminal procurement and sales. The center will be comprised of several departments, including products, procurement, marketing, channels, systems support, general services, and finance. While it is being referred to internally as the “mobile terminals center,” externally it will operate like a company.

Previously, the source said, China Mobile’s headquarters had been separate from provincial-level procurement operations, which it will now unify under the new terminals center. If a handset manufacturer is not on the center’s supplier list, it will be unable to promote its handset through provincial subsidiaries.

Earlier reports claimed that China Mobile had planned to transform handset distributor Topssion, which it acquired in March, into a terminal sales subsidiary.

Borqs Unveils Latest OPhone Handsets at 14th China Beijing International High-tech Expo [May 20, 2011] (emphasis is mine)

With the coming of the World Telecommunications Day, the 14th China Beijing International High-tech Expo (the Expo) opened at China International Exhibition Center from May 18th to 22nd, 2011. This Expo was co-organized by several state departments of China, including the Ministry of Science and Technology, Ministry of Commerce, Ministry of Education, and Ministry of Industry and Information Technology. Many innovative enterprises participated into the Expo with their innovation achievements. Borqs, one of the members of China’s National Special Key Projects, were also invited and exhibited the new serial of TD smartphones running on OPhone OS 2.0 or higher.

From “Made in China” to “Created in China”, and then to “China Standards”, enterprises based in Zhongguancun have always been committed to innovation and development since their establishment. As technology advancement and industry transfer are seen everywhere around the world, China Mobile developed and launched the first 3G standard in China, TD-SCDMA, a decade plus ago. As of today, China Mobile has maintained 61.9 million 3G mobile users as well as 26.99 million TD-SCDMA users. Recently, Mr. Jianzhou Wang, the Chairman of China Mobile, pointed out that TD system was no longer a test network but a commercial one covering 656 cities around China with the joint efforts of China Mobile and its industry partners from within and outside the country. Especially, the TD-SCDMA industry chain has emerged in recent years,, consisting of near 50 telecommunication enterprises, including many manufacturers and providers of network, terminals and chips, in and outside China.

OPhone OS is closely related to TD. Up to now, OPhone smartphones account for 50% of TD smartphones. At the Expo, a wide range of TD terminals are exhibited, including many new OPhone-based models. Following its receiving recognition from the state officials at the prior 11th Five-year Plan Major Science & Technology Achievements Exhibition, OPhone OS continued to be all the rage and attracted many visitors at the Expo.

TD-LTE Industry Briefing – May 2011 by China Mobile [May 27, 2011]

TD-LTE Large Scale Trial in China Update –All 6 Cities Have Launched Base Stations

  • All 6 cities have launched base stations. The number of launched Base Stations has reached 20% of the planned ones.
  • The planning of continuous coverage in hot spot areas has been completed in all 6 cities. The constructions are under way:
    – 78% supporting facilities modification accomplished
    – 69% equipments arrived
    – 35% equipments installed
      • Transmission tests have been completed in several cities
      • EPC and Security tests initiated in several cities in April 2011
      • RANtests are planned to start in the end of May 2011TD

GTI Official Website: http://www.lte-tdd.org

The GTI official website was launched during the 1st GTI Workshop [on 27-28 April 2011 in Guangzhou, China]. The website shares the latest information about TD-LTE related News, Events, Reports and Statistics. GTI operators have the rights to access the Working Space on GTI website for technical presentations and further deliverables of GTI.

China Mobile Almost Finishes Pilot TD-LTE Network Deployment [June 7, 2011]

China Mobile, one of the Big Three telecom operators in the country, has completed deployment of a pilot TD-LTE network in most of the cities selected for a planned test, disclosed people familiar with the matter today.

Most of the system equipment makers have completed the first TD-LTE call in cooperation with the branches of China Mobile, according to one of the people, noting that additional telecom equipment makers are expected to make a presence in the program for an expansion of the test.

The TD-LTE network test, kicked off on March 24 with the releasing of document from the Ministry of Industry and Information Technology (MIIT), has been going on smoothly reflected by a group of telecom equipment makers’ success in TD-LTE call.

Huawei Technologies Co., Ltd., one of the top-ranking telecom equipment makers in the country, helped launch the first TD-LTE wireless connection in Shenzhen on April 6, facilitating the rollout of high-speed download service and high-definition video service based on the TD-LTE data card.

TD LTE to revolutionize wireless broadband [May 31, 2011] (emphasis is mine)

During the second international LTE conference held in New Delhi, the industry said that it has become imperative to deploy LTE technology to set standards. With numerous benefits of TD LTE, the industry is graping with deployment challenges while early availability of devices has become another area of concern. Bharti Airtel is conducting trial in Chandigarh. The deployment of TD LTE at right time as well as availability of devices will be a challenge, and it is coming out with a lot of hope.

Speaking at the event, J Gopal, Advisor (Technology), DoT said that they are looking forward for this technology to bridge digital divide and facilitate economic growth. With various consumer-centric advantages, TD LTE is becoming an important tool for every operator today while some of them have already begun trials.

“Eventually we see migration from WiMax to TD LTE and significantly there is a global initiative to promote it. India and China are the leading contenders of this technology, which is mature now,” said Sujit Bakre, head, 4G business development and product management (APAC), Nokia Siemens Networks. Large investments have already been done on 2G/3G and now we should leverage voice onto TD LTE, he added. Bakre reiterated that they bagged two commercial deals in Middle-East and Latin America but however couldn’t name the operators.

Puneet Garg, VP, Networks, Bharti Airtel said that TD LTE is a next step towards broadband wireless and is the fastest BWA technology and has become a realty now. “It will make high speed wireless broadband affordable to urban and rural consumers. This technology facilitate low TCO”, he added.

Rajan S Mathews, director general, Cellular Operators Association of India said that broadband is the single big imperative for the country. “As we are poised to be the largest economy by 2050, therefore we couldn’t afford to miss the broadband bus,” he said. Mathews said that the government is aggressively implementing the national policy on broadband and TD LTE is a great opportunity for the country to get into building standards.

20 Operators Have Joined GTI [May 19, 2011]

Following the 1st GTI Workshop, GTI has gained strong momentum. Till May 19th, 20 operators from Europe, Asia, America and Oceania have formally joined GTI.

These 20 GTI operators are:

Aero2, Belltell, Bharti Airtel, China Mobile, Clearwire, Datame, E-Plus, FarEastone, First International Telecom Corp,KT, Omantel, Nextwave, Packet One, Smoltelecom, SoftBank, Tatung Infocomm, Vividwireless, Vodafone, Voentelecom, Woosh.

GTI was formed to promote the TD-LTE ecosystem as a major standard in mobile broadband technology and drive the early development TD-LTE networks. Seven operators including Aero2, Bharti Airtel, China Mobile, Clearwire, E-Plus, Softbank Mobile and Vodafone jointly kicked off GTI activities in February during Mobile World Congress in Barcelona.

GTI objectives are:

1) Energizing the creation of a world-class and a growth-focused business environment;

2) Delivering great customer experience and bringing operational efficiencies;

3) Promoting convergence of TD-LTE and LTE FDD in order to maximize the economy of scale;

4) Facilitating multilateral cooperation between and/or among operators.

GTI has started preparing the 2nd Workshop and initiated the discussions on the technical areas which will be investigated among GTI operators.

Vividwireless joins global TD-LTE promotion initiative [May 19, 2011]

vividwireless a Seven Group Holdings Limited [media-related] company, owns and operates Australia’s first 4G wireless broadband network. vividwireless launched in Perth in March, 2010. The network has since been expanded to cover select parts of metropolitan Sydney and Melbourne, Adelaide, Canberra and Brisbane.

Vividwireless – which presently operates mobile WiMAX networks in capital cities – has joined the Global TD-LTE Initiative (time division long term evolution) launched at Mobile World Congress in Barcelona in February.
GTI, which held its first working meeting in Guangzhou earlier this month, was formed to promote the TD-LTE ecosystem as a major standard in mobile broadband technology and drive the early development TD-LTE networks. Its founding members were ChinaMobile, Bharti Airtel, Softbank Mobile, Vodafone, Clearwire, E-Plus, and Aero2. Vividwireless says it was invited to join at the launch.

Commenting on the launch of GTI at the time, Julien Grivolas, principal analyst at Ovum said: “A certain scale for LTE TDD was guaranteed by strong support from China Mobile, the largest operator in the world. However, as TD-SCDMA [China’s 3G mobile standard] proved to its cost, this is not necessarily enough to make LTE TDD technology a global success. China Mobile consequently considered it strategically vital to garner support from other key players.”

He added: “This LTE TDD evangelism started years ago, often behind the scenes, and finally came to fruition with the creation of the GTI. As a consequence, the main merit of the GTI announcement really lies in the official support for LTE TDD (and better harmonisation with LTE FDD) from a number of international players.

“With heavyweights such as China Mobile, Bharti Airtel, Softbank Mobile, and Vodafone Group – serving more than 1.1 billion subscribers in total at the end of 2010 – the GTI is certainly heading in the right direction. However, to further contribute to the virtuous cycle that the GTI aims to fuel, the organisation remains fully open to all operators and technology vendors interested in promoting LTE TDD.”

Vividwireless said that the GTI would “organise a series of activities to bring TD-LTE operators and vendors together to share development strategies and technology know-how, expediting the development of terminals and fostering global roaming and low-cost terminals.”

Vividwireless trialled LTE in Sydney earlier this year and says “The trials…demonstrated that TD-LTE can deliver wireless broadband that is faster than ADSL2+, with peak speeds as high as 128Mbps and consistent ‘real world’ speeds between 40 – 70Mbps.”

Following the trial the company said it was sufficiently impressed to consider using TD-LTE rather than WiMAX for its planned major east coast network rollouts. CEO Martin Mercer said “The technology is far more mature than we had expected. The Huawei SingleRAN solution [used in WiMAX mode in Vividwireless’ networks today] is basically ready to go today and is at a price point that would enable us to take service to market at prices comparable to what we offer today.

“We could deploy this technology in our east coast rollout and provide customers with services superior to those we provide today and equivalent prices. The question for us now based on the results of the trial is: do we rollout TD-LTE on the east coast…and do we deploy it in other markets as well?

vividwireless First To Trial 100Mbps Broadband TD-LTE In Australia [Nov 10, 2010] (emphasis is mine)

Leading 4G wireless broadband provider, vividwireless, today announced the first
Australian trial of superfast mobile wireless broadband – TD-LTE – (Time-Division
Duplex Long Term Evolution) which can deliver peak speeds of more than 100Mbps.
vividwireless CEO Martin Mercer said the trial with technology partner Huawei Australia
was part of the company’s continuing technology roadmap assessment.

“vividwireless is trialing the advanced TD-LTE technology to evaluate and determine the
very best mobile voice and broadband service to meet our customers’ future needs.
vividwireless is determined to ensure that it retains its ranking as Perth’s fastest wireless
broadband provider,” he said.

Huawei’s global experience with the technology has found TD-LTE can deliver wireless
broadband that is much faster than ADSL2+, with peak speeds of more than 100Mbps.
The trial will cover the market readiness of TD-LTE, including the technology’s capacity,
coverage and ‘real world’ performance.

“Demand for high speed wireless connectivity is increasing rapidly. Customers want fast,
reliable HD video streaming, gaming, communications, transactions and other
entertainment to be available wherever they are,” said Mr Mercer.

“Our current network satisfies this demand and this trial will help us to ensure that we
continue to be Australia’s leading wireless broadband provider,” he added.

The trial will commence in December 2010 in inner-city Sydney around Redfern, as well
as Western Sydney around Horsley Park. These locations will allow vividwireless to test
the performance of the technology in high demand, high density, inner city conditions
such as apartments and cafes, as well as suburban conditions.

Huawei Australia Chief Technology Officer Peter Rossi said, “Having worked with
vividwireless in rolling out its Perth network and the initial footprints in Sydney,
Melbourne, Adelaide, Canberra and Brisbane, we are delighted to be working on this
TD-LTE trial.

“Huawei’s SingleRAN solution allows vividwireless to make a smooth transition from
WiMAX to TD-LTE to suit its network requirements, and with Huawei holding the title of
the world’s number-one LTE essential patent holder
, vividwireless will always have a
cutting-edge mobile network,” he concluded.

Ovum encourages operators in developed countries to be pragmatic [May 6, 2011] (emphasis is mine)

Ovum has highlighted the potential of LTE TDD on many occasions, but has also pointed out the various challenges it faces. In particular we have highlighted that the current status of the device ecosystem may negatively impact the pace of rollout. Devices are always a crucial success factor for any kind of technology, but for LTE TDD they are even more important. This is largely due to the fact that most of the operators that have announced aggressive LTE TDD plans are based in emerging markets (China, India, and Russia).This means that low-cost devices will have to be made available quickly to serve these markets. In that sense, the creation of the Global TD-LTE Initiative at Mobile World Congress 2011 is a step in the right direction.

Launch of the GTI accelerates ecosystem development

In February 2011, China Mobile, Bharti Airtel, Softbank Mobile, Vodafone, Clearwire, E-Plus, and Aero2 officially launched the Global TD-LTE Initiative (GTI). The organization will focus on promoting the fast development of LTE TDD technology, promoting the convergence of LTE TDD and FDD modes to maximize economies of scale, and sharing the ecosystem with other TDD technologies, such as the Japanese eXtended Global Platform (XGP) technology.

In the mobile telecoms industry, scale is vital – something that WiMAX can testify to. A certain scale for LTE TDD was guaranteed by strong support from China Mobile, the largest operator in the world. However, as TD-SCDMA proved to its cost, this is not necessarily enough to make LTE TDD technology a global success. China Mobile consequently considered it strategically vital to garner support from other key players (as stated in our report TD-LTE, China Mobile’s long-term engagement with ‘TD’, OVUM051850). Attracting vendors’ interest was the easy part given China Mobile’s size, but making sure that other operators would consider the LTE TDD option required more imagination. This LTE TDD evangelism started years ago, often behind the scenes, and finally came to fruition with the creation of the GTI. As a consequence, the main merit of the GTI announcement really lies in the official support for LTE TDD (and better harmonization with LTE FDD) from a number of international players. With heavyweights such as China Mobile, Bharti Airtel, Softbank Mobile, and Vodafone Group – serving more than 1.1 billion subscribers in total at the end of 2010 – the GTI is certainly heading in the right direction. However, to further contribute to the virtuous cycle that the GTI aims to fuel, the organization remains fully open to all operators and technology vendors interested in promoting LTE TDD.

China Mobile will not be the first to launch commercial LTE TDD services

The GTI launch event in Barcelona confirmed what we expected (see the report Global opportunities for LTE TDD, OT00063-016): with a launch expected in 2012, China Mobile will not be the first operator in the world with commercial LTE TDD services. However, it is true that the operator’s large-scale trial networks to be deployed in seven cities in 2011 will be much bigger than the majority of LTE (TDD and FDD) commercial networks available at that time.

Among the LTE TDD frontrunners, the GTI event confirmed Aero2 from Poland as a candidate to become the first with commercial services, in as early as May 2011. The operator will use equipment from Huawei to construct a converged LTE FDD/TDD network. Softbank Mobile also unveiled plans to commercially launch LTE TDD services in Japan before the end of 2011. Like Aero2, the Japanese operator will use the 2.5GHz spectrum band. Softbank Mobile recognizes that the timeline set for its LTE TDD project is aggressive, but claimed that it has full confidence in vendors to overcome the various challenges. In Softbank’s opinion, LTE TDD is better suited to handle mobile data services. This is because the technology’s asymmetric nature fits well with mobile broadband data usage patterns and because of the greater technical efficiency of LTE TDD versus LTE FDD in terms of smart antenna systems. Finally, the official support of LTE TDD by Bharti Airtel means that there are now three 2.3GHz broadband wireless access spectrum owners committed to rolling out the technology in India. Speaking at the event, the CEO of Bharti Airtel, Sanjay Kapoor, stated that support from operators in India and China will ensure scale for LTE TDD and definitely signals the end of WiMAX’s hopes.

Ovum encourages operators in developed countries to be pragmatic

So far, operators have continued to favor the FDD variant of LTE, especially in developed markets. However, we recommend that these operators, which sometimes own unused TDD spectrum, closely monitor the development of the LTE TDD market. The reason is simple: given the rise of data traffic, all spectrum is valuable. They should continue to adopt a very pragmatic approach to LTE TDD. This consists of ensuring LTE FDD/TDD integration into network equipment now and into devices once the LTE TDD device ecosystem is sufficiently mature. If LTE TDD becomes widely adopted, by 2014-15 LTE FDD operators may well be tempted to leverage LTE TDD cost benefits to add extra capacity to their networks.

The E-Plus Group, China Mobile and ZTE sign a MOU for TD-LTE field trial in Germany [Feb 14, 2011]

The E-Plus Group, China Mobile Communications Corp. and ZTE will work together to launch a TD-LTE field trial in Germany in Q1 2011. The trial is based on 2.6 GHz spectrum that E-Plus acquired in the German spectrum auction. China Mobile, with its leading position and rich experience in the operation and maintenance of TDD networks, will empower this trial. ZTE will provide base stations developed on the advanced SDR platform and co-siting solution of LTE FDD/TD-LTE, which is a breakthrough in the industry.

The E-Plus Group is the third largest mobile network operator in Germany. The E-Plus Group has been one of the most innovative mobile operators during years. After revolutionizing the mobile voice market for larger user groups E-Plus is now opening the mobile data market for the masses with low-priced data tariff schemes and the roll-out of a HSPA+ network with speeds up to 21.6 Mbps. On top of the high speed mobile data network roll out, E-Plus will now test TD-LTE in the field. The E-Plus Group is one of the founding members of the Next Generation Mobile Networks (NGMN) Alliance.

The E-Plus Group and ZTE agreed and scheduled a field trial program for 2011 consisting of several streams to investigate the capabilities of ZTE’s commercial SDR equipment and best utilisation of the spectrum holdings of E-Plus in 1.8 GHz, 2.1 GHz and 2.6 GHz, both TD-LTE and LTE FDD.

China Mobile claims the largest number of mobile subscribers in the world. From TD-SCDMA to TD-LTE, China Mobile is devoted to promoting TDD industry being equipped with rich experience in TDD network deployment. Furthermore, China Mobile is pro-active in TDD technology globalization and convergence of TD-LTE and LTE FDD industry by seeking cooperation with overseas operators in Europe, Asia, America and Australia.

With joint effort of the E-Plus Group, China Mobile and ZTE, this trial will not only demonstrate the latest progress of TD-LTE/LTE FDD convergence in standards and industry development, but also lay an excellent ground for the full commercialization of TD-LTE.

About the E-Plus Group
The E-Plus Group is the challenger on the German mobile communications market. Simple services tailored to customer needs and a major reduction in call and data charges can be traced back to the initiative of the third-largest mobile network operator in Germany. After revolutionizing the voice market for larger user groups now the company opens the mobile data market for the masses by its massive network roll-out and highly attractive low-priced data tariff schemes. As a result of innovative business models, modern structures and strong partnerships the E-Plus Group was able to significantly strengthen its market position and show a more dynamic and profitable development than the market. Since 2005 E-Plus Mobilfunk GmbH und Co. KG has developed into a family of brands offering target group-specific services and thus breaks new ground in mobile communications in Germany. More than 20 million customers are using the network of the E-Plus Group to make calls and send text messages or data. The Group generates an annual revenue of €3.2 billion (2010) and employs more than 2,500 people (FTE) in Germany.

326 Million Dual-Mode 4G Devices to be Activated by 2016 [May 31, 2011]

326 Million Dual-Mode (3G + LTE) Devices will be Activated by 2016 according to Maravedis’ latest research titled “Global 4G Device Forecast 2011-2016”.

“All LTE devices activated during 2010, including USB data cards, modems and notebooks, were single-mode,” said Cintia Garza, author of the report. “However, LTE+3G smartphones have emerged during 2011 as more LTE operators begin to add LTE to their device offering, in particular smart phones whose adoption will be key to LTE uptake.”

In the United States, Sprint’s early success with WiMAX smart phones suggests a very promising uptake for LTE smart phones. Many other carriers around the world are also looking at introducing smart phones in their LTE device portfolio by the end of 2011, such as NTT DoCoMo (Japan), and Yota (Russia).

“By 2013, more than 50% of LTE devices activated worldwide will support both FDD and TDD duplex modes, once TD-LTE deployments consolidate in China, India, Malaysia, Korea and other APAC countries,” continued Garza. “On the other hand, 75% of the LTE devices will support legacy systems (2G/3G) and 9% will support WiMAX technology; these devices will mainly include smart phones, tablets and USB dongles”.
Tablets are also one of the most promising devices in the 4G device market. Maravedis’ report predicts tablet shipments will grow from 46 million in 2011 to nearly 150 million by 2016. Apple iOS is expected to remain the most popular tablet for the coming years, reaching 46% market share by 2016.

Additional Research Findings: 

  1. 260 million dual-mode (TD LTE + FDD LTE) devices will be activated by 2016
  2. Android will account for 48.5% of the smart phone market, Windows 21% and iPhone (iOS) 16.5% by 2016.
  3. APAC and Europe will account for the largest number of smart phones and tablets activated by 2016.
  4. By 2016, 95% of the tablet installed base will be 3G/4G enabled.

Source:Maravedis

LTE Subscriptions to Experience Growth of over 3,400% Between 2011 and 2015 [June 9, 2011]

Between mobile applications, data, voice, and streaming and broadcast video, global wireless bandwidth usage has increased ten-fold since 2008, and there are no signs of it stopping. This obsession to connect anywhere, any time, on any device, viewing any type of digital content is about to have a very real and sudden impact on the wireless world. In-Stat (www.in-stat.com) forecasts that LTE subscriptions will experience a 3,400% explosion of growth between 2011 and 2015.

“Although there are regional variations in the adoption of cellular services, due in part to current available technology, LTE will clearly be the 4G service of choice moving forward,” says Chris Kissel, Analyst.  “3G will remain the predominant service subscription, also with robust growth, but over the next 5 years things will trend toward LTE as 4G service availability is ramped up.”

Recent research by In-Stat found the following:

  • North American FDD-LTE subscriptions are set to increase roughly 2100% from 2011 to 2015. In 2015, the ratio of North American FDD-LTE subscribers to TDD-LTE subscribers will be almost 14 to 1.
  • 3G subscriptions remain dominant with WCDMA technology capturing 26% of 3G subscriptions.  CDMA Rev B will be the smallest segment of the 3G technologies based on subscriptions.
  • 2G service subscriptions will peak in 2012, then they will begin a slow decline during the remainder of the forecast period.
  • More than half of all new deployments are LTE.

Mobile broadband subscribers overtake fixed broadband [June 7, 2011] (“in the text” emphasis is mine)

Market research firm Infonetics Research today released excerpts from its latest Fixed and Mobile Subscribers market forecast report

ANALYST NOTE

“As we predicted, mobile broadband subscribers surpassed wireline broadband subscribers in 2010 (558 million vs. 500 million). Fixed-line services are not dead, though, especially with China giving a boost to the worldwide wireline broadband base with its massive fiber-based program led by the Chinese government, which has set a 20Mbps benchmark for all broadband subscribers, where most today receive 2Mbps to 3Mbps at best,” notes Stéphane Téral, Infonetics Research’s principal analyst for mobile infrastructure.

FIXED AND MOBILE SUBSCRIBERS MARKET HIGHLIGHTS

  • Infonetics forecasts the number of mobile phone subscribers to grow to 6.4 billion in 2015 (the current global population is 6.9 billion)
  • In 2010, Asia Pacific accounted for nearly half of all mobile subscribers
  • The number of cellular mobile broadband subscribers jumped almost 60% in 2010 to 558 million worldwide and should top 2 billion by 2015
  • Access lines (residential, business, and wholesale PSTN, POTS, and ISDN connections) are forecast to continue declining, falling to 759 million worldwide by 2015
  • As access lines disappear, new forms of wireline broadband continue to thrive; the number of wireline broadband subscribers (DSL, cable, PON, Ethernet FTTH, FTTB+LAN) hit 500 million worldwide in 2010
  • WiMAX, in high demand in many regions with inadequate wired infrastructure, remains modest in scale but not growth: despite the global recession, the number of WiMAX subscribers grew 75% in 2010, with more strong growth ahead, reaching 126 million in 2015
  • The number of VoIP subscribers (including VoIP over access lines and over other broadband lines, such as cable) is forecast to grow from 157 million in 2010 to 264 million in 2015
  • While growth in the number of video subscribers is being challenged by over-the-top (OTT) and free-to-air services, telco IPTV subscribers are forecast to triple between 2010 and 2015, and digital and satellite cable subscribers will see healthy annual growth as analog cable video subscribers continue their inevitable decline

REPORT SYNOPSIS

Infonetics’ report provides worldwide and regional market size and forecasts through 2015 for access lines and fixed and mobile subscribers, including cable broadband, DSL, PON and Ethernet FTTH, residential and SOHO VoIP, telco IPTV, cable video, satellite video, mobile (GSM, W-CDMA, TD-SCDMA, cdmaOne, CDMA2000), cellular mobile broadband (W-CDMA/HSPA, CDMA2000/EV-DO, LTE, WiMAX, phone-based, PC-based), WiMAX (802.16m, 802.16e, 802.16d), and IMS subscribers. See report prospectus for details.

The report includes customizable pivot charts and analysis comparing subscriber types, regional service provider subscriber highlights, fundamental drivers of the market, technology developments, excerpts from Infonetics’ service provider capex reports, and analysis of overall market conditions for service providers, enterprises, subscribers, and the global economy.

Acer repositioning for the post Wintel era starting with AMD Fusion APUs

Follow-Up (Aug 2, 2011):
Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011 with comprehensive update on Aug 2, 2011] which is showing serious technical and market problems with the original version of Honeycomb (particularly for Acer!) which are only now overcome

Acer reducing 2011 tablet PC shipment target by 50% [June 16, 2011]

Acer, on June 15, announced that the company has reduced its annual tablet PC shipment forecast from originally 5-7 million units to only 2.5-3 million units, a drop close to 50% and with brand vendors such as Motorola, RIM and Samsung Electronics all reportedly having reduced their tablet PC sales targets for 2011, concerns about whether Android-based tablet PCs will be able to compete against Apple’s iPad are starting to rise among market watchers.

At the company’s investors meeting on June 15, Acer chairman JT Wang pointed out that the company is currently in the middle of a great transition and the company’s current goal is to lower its retail channel inventory. The company expects to continue working on digesting its inventory throughout the third quarter with expectations to have an inventory level the same as 7-8 years ago. Although Acer will reduce its annual tablet PC shipments, Wang is still confident about the performance of Android-based tablet PCs.

Wang pointed out that all the things that the closed system can do will all be able to function in the open system, but if consumers use the former, they will need to follow everything the closed system designers says and have no choice for expansion, or run Flash, and will not be able to be their own master. Acer is trying to serve consumers who want to make their own decisions.

Wang noted that after taking a series of emergency measures, Acer is currently in a safer state than before and should reach its shipment goal for the second quarter of a sequential drop of 10%. For the future, Wang expects Acer’s third-quarter shipments to share a similar volume as in the second with a chance to be better. Its performance will bounce out of the button after the third quarter.

In addition to reducing inventory, the company is also working on reorganizing its employee management and is set to lay off about 300 employees in Europe, Africa and the Middle-East, while the US, Greater China and Asia Pacific markets will see no changes.

Acer president Jim Wong pointed out that the company already shipped 800,000 tablet PCs before the end of June and with the launch of its new 7-inch tablet PC, Acer’s tablet PC shipments in the third quarter will reach 800,000 units. Wong added that the estimated numbers are all retail channel sales and include no additional ‘push’.

Acer may fall out of the worldwide top-3 notebook ranking in 2Q11 [June 16, 2011]

As Acer is still working on resolving its notebook inventory issues and expects to suffer a sequential shipment drop of 10% in the second quarter, Lenovo, the fourth-largest global PC vendor, which is expected to see shipment growth in the quarter may surpass Acer and become the third-largest PC vendor worldwide.

In the first quarter of 2011, Acer shipped 9.01 million PCs and ranked the third-largest PC vendor worldwide with Lenovo behind with shipments of 8.18 million units, a gap of about 800,000 unit, according to data from IDC. If Acer sees shipments drop, while Lenovo enjoys an increase, the two firms may see their ranking switch in the third quarter.

In addition to strong PC demand in the China market, Lenovo’s acquisition of NEC’s PC business has successfully helped Lenovo to become the largest vendor in Japan, while its purchase of Germany-based brand Medion also significantly raised its visibility in Western Europe.

However, Acer president Jim Wong, at its investor conference on June 15, pointed out that Acer lost about 3% share in the EMEA market while clearing its inventory, but the situation already turned stable in May and Acer is expected to maintain its advantage in the market.

Acer decreases netbook shipments to focus on tablet PCs, say Taiwan makers [June 15, 2011]

Acer shipped 400,000-500,000 netbooks in May, 50% fewer than in April, and will maintain such decreased shipments in June and July, implying that Acer will not give up netbooks but will shift R&D and operational resources from the product line to tablet PCs, according to Taiwan-based makers in its supply chain.

With Acer’s tablet PC orders quickly rising to 200,000-300,000 units per month in May, the sources are optimistic about Acer’s strategy to turn its focus to the tablet PC as the profitability generated by netbooks is much lower than that of tablet PCs, and Acer’s upstream partners should all benefit from the higher gross margins of tablet PC products.

In addition to Acer, players such as Asustek Computer, Hewlett-Packard (HP) and Lenovo have all switched their focus to tablet PCs, although the players are still launching new netbook products, related marketing resources invested are rather low compared to before, as netbooks can be easily substituted by tablet PCs.

Although Acer is turning its focus to the tablet PC market, the company still launched its second-generation Aspire One Happy this month in the US and Europe.

Acer notebook shipments in retail channel expected to surpass 3 million in June [June 14, 2011]

Acer’s notebook shipments in the retail channel are expected to surpass three million units in June and if the company’s upstream partners such as Compal Electronics, Wistron and Quanta Computer all see increased shipments in the month, it will indicate that Acer has achieved a great advance in digesting its inventory and should return to its normal operation in near future, according to sources from the upstream supply chain.

Acer only shipped about 1.6-1.8 million notebooks to the retail channel in April and the volume increased close to 60% on month in May; however, notebook shipments of Acer’s upstream partners did not enjoy the same amount of growth in May, especially Compal, which only shipped 3.6-3.7 million notebooks including tablet PCs in both April and May. Compal even saw s shipment drop on month in May, indicating that Acer was still working of digesting its inventory.

The sources pointed out that Acer still has a high inventory level in Europe retail channel, but since the company has already seen improvements in both Southeast Asia and China, the company is now working aggressively to clear up its remaining inventory through its global logistic system with estimates of seeing shipments of 7.2-7.4 million notebooks in the second quarter.

Acer’s non-consolidated revenues in May grew 25.9% on month indicating that the company is seeing slow recovery in its operation, but since the company still has not yet provided its guidance for the third quarter, the sources expect Acer to have chance to release the related information at its investor conference on June 15.

Acer shareholders approve cash dividend and elect new board of directors [June 15, 2011]

Acer’s shareholders have approved the 2011 cash dividend of NT$3.60 (US$0.12) per share, and the reduction of employee bonuses for 2010 by 40%. Shareholders also elected a new board of directors and supervisors.

Acer announced in early June plans to lower channel inventory in Europe, Middle East and Africa (EMEA) by providing US$150 million in sales allowances and a one-time write off. The board and supervisors also voluntarily cut their remuneration by 50%. Today, the shareholders further approved plans to reduce employee bonuses by 40%, from NT$1.5 billion to NT$900 million. The cash dividend of NT$3.60 per share remains unchanged.

Shareholders elected a new board of directors and supervisors for the next three-year term. The newly elected seven-member board consists of JT Wang, Stan Shih, Hung Rouan Investment, Philip Peng, representing Smart Capital, Hsin-I Lin (former chairman of Industrial Technology Research Institute), Dr FC Tseng, and Sir Julian Horn-Smith. The supervisors are Carolyn Yeh and George Huang.

New to the board are the independent directors FC Tseng and Julian Horn-Smith. Acer expects to benefit from the knowledge and experience of Tseng and Horn-Smith, who are both globally distinguished talents. Their contribution from an independent standpoint to the company strategy, along with the board, will create a strong and well-rounded team to lead the corporation forward and enhance corporate governance, the company said.

Tsengco-founded Taiwan Semiconductor Manufacturing Company (TSMC) as a pioneer specializing in the foundry-only semiconductor manufacturing business. A core member of the TSMC management, he is also considered a veteran in the semiconductor industry. Horn-Smith was a founding member of Vodafone Group and is regarded as the principal architect in developing Vodafone’s international strategy. He retired from the Vodafone board in July 2006, where he held the title of deputy CEO.

What is an APU? [Jan 8, 2011]

With Fusion technology from AMD, the PC industry will be changed forever. AMD is incorporating multi-core CPU (x86) technology, a powerful DirectX®11-capable discrete-level graphics and parallel processing engine onto a single die to create the first Accelerated Processing Unit (APU). Learn how AMD is doing that here.

Computex 2011: AMD announces solution for tablet PC [June 2, 2011] (emphasis is mine)

AMD, at its press conference at Computex 2011, announced a new 40nm Z series APU codenamed Desna to target the tablet PC market, according to Rick Bergman, Senior Vice President and General Manager Products Group, AMD.

In 2012, the company will advance its Z series APU to a new structure with a codename Hondo. The Hondo-based Z series APU will have an even lower power consumption to allow it to become more suitable for tablet PC products.

Bergman pointed out that AMD’s tablet PCs will be deeply integrated with operating systems such as Windows to support HTML 5, Adobe Flash 10.2 and external screens, and will add enterprise-level security functions to make them suitable also for the enterprise market.

Bergman, at the conference, also displayed AMDs 28nm Trinity APU, which is set for mass production in 2012.

AMD also announced its 9-series chipset, a part of AMD’s new desktop Scorpius platform. In addition to the chipset, the Scorpius platform is formed with an eight-core Zambezi processor and Radeon HD 6000 series discrete graphics card.

The 9-series chipset supports AMD’s AM3+ CPU and is backward compatible with AM3-based CPUs. With native support for AMD’s CrossFireX, the chipset can support up to four Radeon graphics cards and through AMD’s OverDrive software, the chipset can also manage the clock speed of each card.

A New Visual Computing Experience for Tablets | Fusion – AMD Blogs [May 31, 2011]

While I’m not planning to edit or create any PowerPoint decks on a tablet anytime soon, I personally see value in a tablet that gives me both the ability to consume and create content. For example, one of the applications I use every day in my work and home life is the OneNote application in Microsoft Office. Being able to access it across multiple devices via Windows Live has been invaluable for me of late. When I tried to access this on a non-Windows device, you can see what the result was in this picture below:

This is why I’m looking forward to getting my hands on one of the new tablets based on the new Z series AMD Fusion APU, code-named “Desna”. At Computex earlier today, we announced these new AMD Fusion APUs as part of our 2011 AMD HD Tablet Platform targeted at the fast-growing number of Windows-based tablet designs coming to market. And since a press release can only tell part of the story, here’s what you can expect from tablets powered by the new 2011 AMD HD Tablet Platform:

  • AMD Z-01 APU with AMD Radeon™ HD 6250 discrete-class graphics. This APU features two 1 GHz “Bobcat” CPU cores and checks in at TDP of 5.9 watts.
  • Full intelligence and operability of the Windows® 7 OS
  • Consistency in user interface and applications from work to home
  • Full access to view and edit work and personal documents created in Microsoft Office and other leading applications
  • Free and automatic online Windows 7 OS updates to enable the most current features
  • Full compatibility with iPhone, Windows Phone, Blackberry and other leading mobile phones
  • Seamless connectivity with virtually any USB device
  • HDMI support to enable a full 1080p visual experience
  • Full compatibility with XBOX 360 Media Extender Functionality

The AMD Z-Series Fusion APUs are shipping today. MSI’s WinPad 110W is the first tablet announced by an OEM that leverages the new platform, giving consumers high-end performance graphics in a tablet that takes advantage of the Windows ecosystem –  the largest installed base of any client platform … by a wide margin.

One final thought, a company to keep your radar screen as you do your tablet research is BlueStacks. BlueStacks is helping to reshape the tablet ecosystem by essentially bridging the Windows and Android ecosystems together, thus opening up new application possibilities in the amazing clarity and detail that only an AMD Fusion APU-powered tablet can offer.

Look for a review of my experience on the MSI WinPad 110W in the coming weeks on our AMD Fusion blog.

Computex 2011: AMD Announces Bobcat-based Z Series APUs for Tablet Market [June 1, 2011]

While AMD does not have a true SoC to combat the likes of Intel, NVIDIA, and ARM, this doesn’t mean they’re completely ignoring the market for the type of devices SoCs normally go in. Announced today at Computex 2011 and shipping immediately will be AMD’z Z series APUs, AMD’s formal entry into the modern tablet market.

While at this time it’s nigh-on impossible to get into a phone without a SoC (just ask Intel), tablets can be more forgiving. With a larger device and a larger battery, such devices don’t necessarily have the same extreme integration requirements and battery life requirements as a phone, even if the processors used in such devices are often the same. As a result of AMD’s current resources and technologies, it’s the tablet market that they have decided to go after first.

The Z-series, codename “Desna”, currently has a single APU that is shipping immediately: the Z-01.

AMD APU Lineup
APU Model
Number of Bobcat Cores
CPU Clock Speed
GPU
Number of GPU Cores
GPU Clock Speed
TDP
AMD Z-01
2
1.0GHz
Radeon HD 6250
80
276Mhz
5.9W
AMD C-30
1
1.2GHz
Radeon HD 6250
80
280MHz
9W
AMD C-50
2
1.0GHz
Radeon HD 6250
80
280MHz
9W
AMD E-240
1
1.5GHz
Radeon HD 6310
80
500MHz
18W
AMD E-350
2
1.6GHz
Radeon HD 6310
80
500MHz
18W

The Z-01, as near as we can tell, is a power optimized version of AMD’s existing C-50 APU. It features the same dual-core CPU design, using a pair of Bobcat CPU cores running at 1GHz. The GPU meanwhile is a Radeon HD 6250, and while AMD hasn’t listed the clocks, we believe it’s clocked at the same 280MHz as in the C-50. We don’t have any information on whether AMD is using the same packaging for the Z-01 as they are the C series, but otherwise the available specifications are identical to the C-50 with one exception: TDP. While the C-50 is rated for 9W, the Z-01 is rated for 5.9W. Given the 33% power reduction, it’s a fair guess that AMD is binning Ontario chips to find ones that operate at the low voltages Z-01 would require.

Based on what we’ve seen with the C-50, the Z-01 should perform far above any other tablet processor. However the 5.9W TDP means that it’s not going to be in the same market as the likes of OMAP 4, Tegra 2, Apple’s A5, or even Intel’s Moorestown. All of these SoCs/platforms use well under 5.9W, and with the exception of Moorestown are all ARM based.

Ontario and Atom by Hans de Vries [Sept 16, 2010] [he is an industry and enthusiast community veteran]

Improved image with some benchmark info:

http://www.chip-architect.com/news/AMD_Ontario_Bobcat_vs_Intel_Pineview_Atom.jpg

[Such sensity is indicating that TSMC’s 40nm process is quite dense. If these numbers hold true that would mean Ontario is not only smaller than Atom, but also much higher performing. Note the amount of die area dedicated to graphics. This is going to be very good for entry level systems.]

Re: Welcome Llano! by Hans de Vries [March 13, 2011] (emphasis is mine)

Azazel wrote:
BTW, did you notice that top speed of mobile 4c Llano is just 1.8GHz when mobile 4c/8t SB lies in 2.2/2.3 GHz.
Why is that?

The “top-speed” part is made up by you……….

A 1.8GHz quad core AMD propus uses only 25W at 45nm.
Expect the power dissipation of the four 32nm Llano cores to reach far lower levels as that. It will get under 15W at 1.8GHz when the process matures.

Intel doesn’t have any quad core mobile processor running at less than 45 Watt, not even at 32nm. 45W is too much power dissipation especially if you also want a bit of reasonable (discrete) graphics in your very expensive notebook.

It’s seems we’ll have to wait until 2013 when Intel’s 22nm process matures enough to yield an economic quad core Ivy Bridge before we’ll see a quad core Intel mobile processor for the mainstream mobile market.

Regards, Hans

Acer Iconia Tab W500 Microsoft® Windows® 7 Tablet Delivers Ultimate Productivity for Customers in North America [April 21, 2011] (emphasis is mine)

Acer America today announced that the Acer Iconia Tab W500 – a 10.1-inch tablet running Microsoft® Windows® 7 – is available for sale now in North America.

The Acer Iconia Tab W500 is the ultimate productivity device for anyone who wants the flexibility and mobility of a tablet with the efficiency and familiarity of a Windows PC. It’s especially ideal for schools, small businesses, and for industries such as healthcare that need a tablet to be productive and stay in touch as they move around their work environment. In addition, customers can use the tablet to keep up with social networks and enjoy digital entertainment at work, at home and on the go.

The unique design centers on the high-resolution 10.1-inch multi-touch screen. Supporting multi-touch allows customers to interact intuitively with the display to check email, access websites, use cloud-based applications, and enjoy digital media. When it’s time to focus on productivity and creating content such as reports, spreadsheets and presentations, customers can get a true notebook PC experience with the system’s full-size chiclet docking keyboard.

“The Acer Iconia Tab W500 is the perfect tablet for people who want the touch capabilities that are so natural and efficient on the go, but also need a Windows environment to access productivity applications for work and school,” said Eric Ackerson, senior product marketing manager, Acer America. “So much of what we’re doing on the go is accessing information and consuming content in cloud-based applications, such as realtors and salespeople who need access to databases and Intranet sites. The Acer Iconia Tab W500 is the ultimate reflection of our lives – able to multitask between work and fun, and ready at a moment’s notice.”

“We’re pleased to see Acer continue to drive innovation that delivers new, exciting computing experiences to customers,” said Soren Lau, general manager of OEM Marketing, Microsoft Corporation. “The Acer Iconia Tab W500 combines the familiarity, security and portability of Windows 7 with entertainment and social connection features that allow customers to work and play on a single PC.”

Innovative Design Boosts Productivity
The combination of a responsive and intuitive touch experience with a dedicated docking keyboard makes the Acer Iconia Tab W500 a productivity booster. The full-size chiclet docking keyboard easily connects to the tablet via USB, holding it up at a comfortable viewing angle. The keyboard also provides docking station capabilities with extended connectivity of an Ethernet port for fast Internet connections, and a USB port for external devices. Plus, the docking keyboard features the Acer FineTrack™ pointing device with two buttons for convenient navigation.

When it’s time to transport the Acer Iconia Tab W500, the tablet deftly connects to the docking keyboard with quick-linking magnets, transforming it into an easy-to-store clamshell notebook. It easily fits in a briefcase or book bag. If users want to minimize travel weight, they can simply leave the keyboard behind; the tablet weighs only 2.14 pounds and measures 10.83(W) x 7.48(D) x 0.63(H) inches. The additional docking keyboard weighs 1.34 pounds and measures 10.83(W) x 7.48(D) x 0.43-0.77(H) inches.

The embedded Acer PowerSmart long-life 3260 mAh Li-polymer battery pack delivers up to four hours of unplugged HD video playback and six hours of Internet browsing.(1)

Configurations, Availability and Pricing
The Acer Iconia Tab W500 is available in two models: the W500-BZ467 with Windows® 7 Home Premium has a Manufacturer’s Suggested Retail Price (MSRP) of $549.99, while the W500P-BZ841 with Windows® 7 Professional has a MSRP of $619.00. Both models are ready to be used for productivity and creation with Microsoft® Office Starter 2010 and are now available for sale at select retailers and channel partners in the United States.

The Acer Iconia Tab W500-BZ607 with Windows® 7 Home Premium is available at select retailers and channel partners in Canada for a MSRP of $599 CAD. The Acer Iconia Tab W500P-BZ412 with Windows® 7 Professional has a MSRP of $649.00 CAD and will be available in the channel by end of June.

Meaningful Communication with Video, Voice, Internet
Staying in touch on the go is easy with the Acer Iconia Tab W500. Customers can connect to Wi-Fi networks with reliable Acer InviLink Nplify 802.11a/b/g/n Wi-Fi CERTIFIED wireless technology at home and on the go for Internet access, checking email, and staying current on everything from news and blog sites to their Twitter feed. They also have Bluetooth to connect to printers, keyboards and other Bluetooth devices.

Two Acer Crystal Eye 1.3MP webcams – one each on the front and back of the device – used with Acer Video Conference Manager, let customers engage in video conferencing, as well as record HD videos and then quickly share them on Facebook, YouTube and other sites. The tablet also delivers excellent audio with Acer PureZone technology with two built-in stereo microphones featuring beam forming, echo cancellation, and noise suppression technologies.

Entertainment and Fun on the Go with Latest Technology
Work seamlessly blends into entertainment in so many ways today, and the Acer Iconia Tab W500 can be used to handle productivity and fun simultaneously. Powered by an AMD C-50 processor and supported by 2GB of DDR3 memory, the tablet delivers fast and reliable mobile performance. It also boasts integrated ATI Radeon HD 6250 graphics for realistic, crisp visuals on movies, web video and games. It also supports Adobe Flash and comes installed with Adobe Flash 10.1.

The tablet is ready to play back high definition Internet content and 1080p video on the high resolution 1280×800 LED-backlit display. Plus, sound is vibrant and clear with Dolby® advanced audio v2. The models come with a 32GB solid state drive,(2) which provides incredibly fast data access while reducing weight and noise. The SD card reader can support SD cards up to 32GB in capacity.(2)

The ambient light sensor on the Acer Iconia Tab W500 allows it to be used in a range of environments. The integrated accelerometer provides auto-rotation between portrait and landscape modes for viewing presentations, documents, websites, movies, games and more in the most appropriate orientation.

Acer Ring Elevates Intuitive Touch Experience
Like all Acer Iconia products, the core of the Acer Iconia Tab W500 touch experience is the Acer Ring. Easy to launch with a simple grab gesture, it offers immediate access to special features and touch applications. By placing five fingers in a circular pattern, the Acer Ring appears to let consumers surf the web, capture screen images, post photos and status updates, watch movies and more, all in the manner most comfortable and natural to them.

Utilities in the Acer Ring include Clean Disk to manage and optimize disk space; Snipping Tool to quickly select, tag, and clip screen images; Device Control to fine-tune the tablet settings; Camera to launch Acer Crystal Eye Webcam; Calculator and Games.
The Acer Ring also features a series of AppCards that enhance everyday usage:

  • TouchBrowser provides a touch-optimized browsing experience to let customers search for, open, resize, and select content from the web.
  • SocialJogger connects three of the most popular social networking sites – Flickr, Facebook, and YouTube – in a single interface so that customers can connect with and update their networks holistically.
  • My Journal lets customers collect web clips that are dynamically updated to stay posted on news of interest.
  • Scrapbook is a convenient place to store, annotate and share website and photo images and other content.
  • TouchPhoto, TouchMusic and TouchVideo provide direct access to multimedia files stored on the tablet.

clear.fi for Digital Media Sharing
Acer clear.fi is the digital media sharing system that lets customers enjoy their digital media content across their home quickly and effortlessly. Clear.fi automatically connects all Acer devices on a network (smartphones, notebooks, desktops, HD media players and storage devices) and then gathers and organizes media files by type (video, music, photo, pre-recorded TV). Users can browse the categories and then drag and drop the media to any of the connected PCs or devices for playback. The HDMI port with HDCP support ensures a single cable for true HD audio and video output.

ICONIA FAQ 13 (emphasis is mine)

Q: Does a stylus work on the Acer Iconia TAB W500 or Acer ICONIA dual screen touchbook?

A: Yes, a stylus that is compatible with capacitive touch screens can function on the Acer Iconia TAB W500 or Acer ICONIA dual screen touchbook.

Specifications Part Number: ICONIATabW500 Acer ICONIA Tab W500 Tablet Series

Following are the specifications for the Acer ICONIA Tab W500.
Specifications are subject to change without notice or obligation.

Feature
Specification
Operating System
Genuine Windows® 7 Home Premium 32-bit
CPU and chipset1
AMD C-Series dual-core processor C-50 (1 MB L2 cache, 1 GHz, DDR3 1066 MHz, 9 W)
AMD A50M Fusion™ Controller Hub
Memory1, 2,
Up to 2 GB of DDR3 onboard system memory
Display1
10.1″ HD 1280 x 800 resolution, high-brightness (350-nit), 146 PPI Acer CrystalBrite™ LED-backlit TFT LCD with integrated multi-touch screen, supporting finger touch and image auto rotation
Wide viewing angle up to 80/80/80/80 degrees (up/down/left/right)
Mercury-free, environment-friendly
Graphics
AMD Radeon™ HD 6250 Graphics with 256 MB of dedicated system memory, supporting Unified Video Decoder 3 (UVD3), OpenGL® 3.1, OpenEXR High Dynamic-Range (HDR) technology, Shader Model 5.0, Microsoft® DirectX® 11
Dual independent display support
16.7 million colors
External resolution / refresh rates3:
  • VGA port up to 1920 x 1200: 60 Hz
  • HDMI™ port up to 1920 x 1080: 60 Hz
MPEG-2 DVD decoding
VC-1 and H.264 AVC decoding
MPEG-4 Part 2 DivX® decoding
HDMI® (High-Definition Multimedia Interface) with HDCP (High-bandwidth Digital Content Protection) support
Audio
Optimized Dolby® Advanced Audio® v2 audio enhancement, featuring Audio Optimizer, Audio Regulator, Volume Leveler, Volume Maximizer, and Surround Virtualizer (for built-in speakers) technologies4
High-definition audio support
Two built-in stereo speakers
MS-Sound compatible
Acer PureZone technology with two built-in stereo microphones, featuring beam forming, echo cancellation, and noise suppression technologies
Storage
Solid state drive
  • 32 GB or larger, with mini-SATA (mSATA™) interface connector1, 5,
2-in-1 card reader, supporting:
  • Secure Digital™ (SD) Card, MultiMediaCard™ (MMC)
  • Storage cards with adapter: miniSD™, microSD™, Reduced-Size Multimedia Card (RS-MMC)
Webcam
Acer Video Conference1, featuring:
  • Dual Acer Crystal Eye webcams with 1280 x 1024 resolution
  • Acer Video Conference Manager software, featuring Video Quality Enhancement (VQE) technology, supporting online video calls6
  • Acer PureZone technology
Wireless and networking
WLAN:1, 7, 8,
  • Acer InviLink™ Nplify™ 802.11b/g/n Wi-Fi CERTIFIED™
  • Acer InviLink™ 802.11b/g Wi-Fi CERTIFIED™ (available only in Russia, Pakistan, Ukraine)
  • Supporting Acer SignalUp™ wireless technology
WPAN:1 Bluetooth® 3.0+HS
LAN: Fast Ethernet on the dock
Dimensions and weight
Dimensions
275 (W) x 190 (D) x 15.95 (H) mm (10.83 x 7.48 x 0.63 inches) for the tablet
275 (W) x 190 (D) x 11/19.5 (H) mm (10.83 x 7.48 x 0.43/0.77 inches) for the dock
Weight
0.97 kg (2.14 lbs.)9 with 3-cell embedded battery for the tablet
0.61 kg (1.34 lbs.)9 for the dock
Power adapter and battery1
Product Safety Electric Appliance and Materials (PSE) certified for battery pack
Power adapter
2-pin 40 W Acer MiniGo AC adapter:
  • 93.2 (W) x 48 (D) x 32.2 (H) mm (3.66 x 1.88 x 1.26 inches)
  • 180 g (0.39 lbs.)9 with 250 cm DC cable
Embedded battery
  • Acer PowerSmart long-life battery, supporting up to 1,000 charge cycles10
  • 36 Wh 3260 mAh 3-cell Li-polymer embedded battery
Battery life: 6 hours11 for Internet browsing; 4 hours11 for 720p HD video playback
Input and control
84-/85-/88-key full-size Acer FineTip keyboard with international language support on the dock
Acer FineTrack™ with two FineTrack™ buttons
Dedicated Windows® key supporting single-press for Windows Start; single-press combined with power button for Ctrl+Alt+Del
Dedicated volume up/down keys
Rotation lock switch
Input and output
2-in-1 card reader (SD™, MMC)
Two USB 2.0 ports each on the tablet and the dock
HDMI® port with HDCP support
Headphone/speaker jack, supporting 3.5 mm headset with built-in microphone for Acer smart handhelds
Ethernet (RJ-45) port on the dock
DC-in jack for AC adapter
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Acer places orders for 80,000 Z series APUs from AMD for tablet PCs [June 9, 2011] (emphasis is mine)

Acer has recently placed orders for 80,000 Z series APUs from AMD for use in tablet PCs, targeting the enterprise market, according to sources from upstream component makers. However, both Acer and AMD did not confirm the orders.

In addition to Acer, Micro-Star International (MSI) is also developing tablet PC models using AMD’s APU.

Since Google Android 3.0 currently still has issues which need to be resolved, while the next-generation Android operating system codenamed Ice Cream Sandwich will not appear until the end of 2011, some tablet PC vendors have decided to launch Windows 7-based tablet PCs targeting the enterprise market to maintain their shipments.

Since Intel’s Oak Trail-based Atom processor is higher in both price and power consumption, several notebook vendors have already started considering AMD’s platform. In addition to Acer and MSI, some vendors have also started inquiring about AMD’s Z series APU.

AMD’s Z series APU is produced through Taiwan Semiconductor Manufacturing Company’s (TSMC’s) 40nm process and is already shipping, targeting the Windows-based tablet PC market, noted the sources adding that they expect shipments of Z series APUs to reach at least 500,000 units in the second half of 2011, creating strong pressure on Intel’s Oak Trail processor.

AMD announces details of a new generation of Fusion chips for 2011-2012 – slideshow [June 15, 2011]

AMD has now announced a complete line of series hybrid CPU + GPU Fusion chip designed for portable computers and mobile devices such as tablet (see previous news from the list of chips). In addition, AMD has presented information on the rest of the Fusion generation including processors that will compete with Intel’s Sandy Bridge generation – details can be seen on the slides.

AMD announces A series APUs for mainstream PCs [June 14, 2011]

AMD has announced the availability of the new high-performance AMD Fusion A series accelerated processing units (APUs) for consumer notebooks and desktops.

The AMD A series APUs combine up to four x86 CPU cores with an integrated DirectX 11-capable discrete-level graphics unit that features up to 400 Radeon cores along with dedicated HD video processing on a single chip. AMD A series APUs also support features such as gesture interfaces, multiple-monitors, 3D and real-time image stabilization.

The AMD A series APUs (Llano) are currently shipping and scheduled to appear in more than 150 notebooks and desktops from the global OEMs throughout the second quarter of 2011 and beyond. Delivering serial and parallel computing capabilities for HD video, 3D rendering and data-intensive workloads in a single-die processor, the AMD A Series APUs offer software developers unprecedented power and potential in an ever smaller package, said AMD.

The AMD A series APUs are capable of delivering more than 10.5 hours of battery life during idle mode, a more than 50% increase compared to AMD’s previous mainstream platform. Additionally, AMD dynamic switchable graphics optimize battery life on PCs featuring AMD dual-graphics solutions by intelligently managing power states on the APU and separate discrete AMD Radeon GPU.

TSMC wins orders for 28nm GPU from AMD, says paper [June 17, 2011] (emphasis is mine)

AMD reportedly has completed the tape-out of its next-generation GPU, codenamed Southern Islands, on Taiwan Semiconductor Manufacturing Company’s (TSMC) 28nm process with High-k Metal Gate (HKMG) technology, according to a Chinese-language Commercial Times report. The chip is set to expected to enter mass produciton at the end of 2011.

TSMC will also be AMD’s major foundry partner for the 28nmKrishna and Wichita accelerated processing units (APUs), with volume production set to begin in the first half of 2012, the report said.

TSMC reportedly contract manufactures the Ontario, Zacate and Desna APUs for AMD as well as the Northern Island family of GPUs. All of these use the foundry’s 40nm process technology.

TSMC was quoted as saying in previous reports that it had begun equipment move-in for the phase one facility of a new 12-inch fab (Fab 15) with volume production of 28nm technology products slated for the fourth quarter of 2011. The foundry previously said it would begin moving equipment into the facility in June, with volume production expected to kick off in the first quarter of 2012.

Foundry partners for next-generation AMD APU and GPU series
Product/Partner 2011 2012
Mainstream and high-end APU Llano Trinity
Foundry partners Globalfoundries 32nm SOI Globalfoundries 32nm SOI
Entry-level APU targeting tablets Ontario/ Zacate/ Desna Krishna/Wichita
Foundry partners TSMC 40nm TSMC 28nm HKMG, Globalfoundries 28nm HKMG
GPU Northern Islands Southern Islands
Foundry partners TSMC 40nm TSMC 28nm HKMG

Source: Commercial Times [Chinese language], compiled by Digitimes, June 2011

AMD Said to Contract TSMC, GlobalFoundries to Make 28nm Chips [June 20, 2011]

Advanced Micro Devices (AMD) is reportedly to designate Taiwan Semiconductor Manufacturing Co. (TSMC) as its primary contract supplier of 28nm Krishna/Wichita microprocessors early next year and GlobalFoundries as another contract source later in 2012, according to local media.

The report said that Krishna/Wichita are the next-generation versions of the low-end AMD Ontario/Zacate family. AMD has contracted TSMC, currently the world`s No.1 pure silicon foundry, to build its Ontario/Zacate processors and the Desna processors meant for tablet PCs using 40nm process technology.

Robust demand for Ontario/Zacate and Desna processors in developing economies has promoted AMD to ramp up contracts to TSMC.

Also, AMD Northern Island-family graphics processing units are under volume production at TSMC based on 40nm process. The graphics lineup`s next generation, the 28nm Southern Island family, has seen its tapeout completed by TSMC, which is expected to start contract manufacturing of the chips for AMD by the end of this year.

AMD`s 32nm Llano processors have entered into volume production at GlobalFoudries. The report also noted that GlobalFoundries will be also a major contract manufacturer of AMD`s Trinity processors, which are designed on 32nm SOI rule, in 2012. Trinity is developed for laptops and more efficient than Llano.

Globalfoundries names interim CEO, new key management appointments [June, 2011] (emphasis is mine)

The board of directors of Globalfoundries, along with its majority shareholder the Advanced Technology Investment Company (ATIC), has announced its new leadership.

Semiconductor industry veteran Ajit Manocha has been appointed interim CEO of Globalfoundries. James Norling will serve as executive chairman and Ibrahim Ajami will serve as VP of the company’s board of directors. All appointments are effective immediately.

Doug Grose, who has served as CEO of Globalfoundries since its inception, will transition to become senior adviser to Globalfoundries and ATIC with a focus on technology leadership and ensuring delivery of next generation technologies for competitive differentiation. COO Chia Song Hwee will remain with the company in that position until August 2011, when he will return to be part of Singapore’s business future, Globalfoundries indicated.

“Doug Grose and Chia Song Hwee formed the foundation of Globalfoundries, bringing together the world’s leading-edge manufacturing technology with the heritage of a full-service foundry partner,” said Norling. “This new leadership team will build on that foundation, as we increase investment in technology, capacity and talent while optimizing performance.”

Norling also said an executive search for a permanent CEO has already begun. Manocha’s focus is to work closely with top management and talent of the company to optimize performance, and continue progress on the capacity and technology roadmap.

Manocha has more than 30 years of global expertise in operations, general management and manufacturing. He was previously executive VP of Worldwide Operations at Spansion.

Norling is the former chairman of Chartered and also served as interim CEO of that company in 2002. He was previously with Motorola from 1965 to 2000 holding various positions.

“Globalfoundries, with the continuous support of ATIC, is in the middle of an intense, competitive ramp-up of manufacturing capacity and technology development,” said Ajami, who will also remain CEO of ATIC. “Under this new leadership team, investment in Globalfoundries will double over the next 18 months.”

Through end of May 2011, ATIC had invested over US$6 billion to acquire the former manufacturing assets of AMD in Dresden, Germany, and the assets of Chartered Semiconductor Manufacturing of Singapore, as well as an estimated US$1 billion to construct a new fabrication facility in upstate New York. Through the end of 2012, ATIC will invest another approximately US$6 billion in manufacturing capacity in Dresden, Singapore and New York with initial construction to begin in Abu Dhabi, Globalfoundries said in a statement.

AMD displaying next generation APU platform; adopts 28nm process in 2012 [June 16, 2011] (emphasis is mine)

AMD has displayed notebook models using its next-generation Trinity platform, based on Bulldozer at its Fusion Developer Summit (AFDS), and is set to launch the new platform in 2012 with enhanced performance and power consumption compared to its current Llano platform. The new platform’s parallel calculations are also estimated to perform 50% better, according to Rick Bergman, Senior Vice President and General Manager Products Group, AMD.

AMD’s APU product line is currently divided into several different segments:
G series CPUs, set to target embedded products;
C series CPUs designed for ultra-thin notebooks or tablet PCs;
Z series mainly targeting tablet PCs;
E series targeting ultra-thin notebooks or small form factor (SFF) desktop PCs; and
A series targeting mainstream notebooks, all-in-one PCs and desktop PCs.

Compared to Intel’s processors, Bergman believes AMD’s APU shares a similar concept as Intel’s Sandy Bridge, but Sandy Bridge is unable to provide parallel calculations as strong as AMD’s APU, and does not support the existing industry standards such as DirectX 11, Open GL 4.1 or OpenCL. In addition, Sandy Bridge is designed based on the application user interface of Windows Vista, while AMD’s APU is capable of fully supporting the application user interface of Windows 7, Bergman added.

As for the product design, Intel’s graphics technologies only account for a small proportion of the CPU product’s size, while AMD’s GPU design accounts for about 40% of the APU’s size. The company is even integrating a graphics solution with a performance level of discrete graphics chips to offer strong parallel calculations and Intel’s graphic solution, which is rather basic and simple, is not capable of competing against such advances, Bergman noted.

In addition, AMD’s Dual Graphics technology also allows its APU to coordinate with AMD’s discrete graphics cards to allow a graphics performance boost of 75%. With Intel’s graphics solution in Sandy Bridge, the integrated graphics is not used if an additional discrete graphics card is added to the platform, Berman pointed out.

The Trinity platform will still adopt 32nm process and AMD is set to launch Krishna with 28nm process in 2012, Bergman noted. Commenting on questions whether AMD will outsource its production to Globalfoundries or Taiwan Semiconductor Manufacturing Company (TSMC), Bergman only said that both firms will have the chance to produce the 28nm products for AMD.

Leaked Presentation Reveals AMD’s Fusion Strategy [May 27, 2011]

AMD APUs for 2012: 32nm Trinity, 28nm Krishna, 28nm Hondo. Not shown are 28nm Wichita, Weatherford and Richland

AMD Details Future Technical Roadmap for its Award Winning Fusion Architecture at Industry Developer Summit [June 14, 2011] (emphasis is mine)

AMD (NYSE: AMD) detailed to more than 700 developers and PC industry executives the roadmap for its Fusion System Architecture (FSA). The specific design features planned for future AMD products were presented in the opening keynote of the AMD Fusion Developer Summit. FSA describes AMD’s overarching design for having combinations of CPU and GPU processor cores operate as a unified processing engine that is both higher performance and much lower power than previous architectures. Many of the specific FSA enhancements discussed will be leveraged by newer programming languages, and interfaces like OpenCL™ and DirectCompute, making it easier for the software developer to fully exploit the unique capabilities of the AMD accelerated processing unit (APU).

“The first APUs from AMD dramatically increase processing performance while consuming less power and now we are building upon that achievement with our next generation of products” said Phil Rogers, AMD Corporate Fellow. “Future innovations are intended to make the different processor cores more transparent to programmers. They can then seamlessly tap into the gigaflops of power-efficient performance available on the APU and design even faster, more visually stunning applications on a wide range of form factors.”

Today’s APUs

Available since January of this year, AMD’s line-up of APUs are the first to integrate x86 CPU cores and DirectX™ 11-capable Radeon™ GPU cores on a single die and have been widely adopted by computing OEMs worldwide.  Being on the same chip reduces the system power and bill-of-materials, speeds the flow of data between the CPU and GPU through shared memory, and allows the GPU to function as both a graphics engine and an application accelerator in highly efficient compute platforms.

APUs of Tomorrow

Building on the success of the integration of CPU and GPU processing cores on the same chip, AMD is now focused on evolving the architecture to make it appear as a unified processing element to the software programmer.   That includes a number of evolutionary steps expected to continue through 2014 such as:

  • Support for C++ features that more fully leverage the GPU as a parallel processor
  • User-mode scheduling for lower latency task dispatch between CPUs and GPUs
  • Unified memory address space and fully coherent memory shared by the CPU and GPU so they operate seamlessly together

AMD also announced plans to publish a detailed specification on the features and functionality required to meet the requirements of the architecture.

Supporting Resources

  • A webcast replay of Phil Roger’s keynote will be available for 10 days
  • Access AMD’s Developer Central site for the latest tools and tutorials
  • Information on the AMD Fusion Family of APU processors

What’s next for AMD Fusion? [June 15, 2011] By Phil Rogers – Corporate Fellow at AMD (emphasis is mine)

What a year it has been already for AMD and its APU products – we have now announced top-to-bottom families of processors that support everything from low-power tablets to performance notebooks and desktops.   All of which integrate DirectX™ 11™-capable graphics with new “Bobcator 32nmStars” x86 CPU cores.   Bringing the GPU and the CPU together on a single chip was a critical step for AMD, and the resulting processors are finding a welcome home with OEMs and end-users.

We are just getting started.

At this week’s AMD Fusion Development Summit in Bellevue, Washington, I spoke to more than 600 attendees about where we plan to take the industry next with the AMD Fusion System Architecture (FSA).  The audience was primarily software developers, recognizing that they are critical to our success and that we want their participation during the development of the platform.  I have been developing 3D graphics and parallel computation software for more than 20 years, so I understand why total platform design is required to fully enable a programmer’s creativity and productivity.

In steering the architectural direction of FSA in my role as Corporate Fellow, my primary concern has been how to make heterogeneous (i.e., APU) programming easier, more natural and accessible to the largest possible community of software developers.

So what does that mean, really?  We aim to make the unprecedented parallel processing capability of the GPU on the APU as accessible to programmers as the CPU is today.  To do that there are a series of simplifying steps we plan to take that will improve on what is already a great foundation:

  • Add support for C++ features that more fully leverage the GPU as a parallel processor
  • Unify the memory address space shared by the CPU and GPU, and make it coherent, so they operate seamlessly together.
  • Add user mode scheduling, to dramatically reduce the time it takes for the CPU and GPU to dispatch work to each other.

There are others, but these are big ones, resulting in the biggest leap forward.  Once the AMD Fusion System Architecture is realized, the GPU is a true peer processor to the CPU, with direct access by software.

In the meantime, the benefits of the integration step are readily apparent:  dramatic improvements in battery life for AMD platforms; smaller form factors through reduction in the silicon footprint; acceleration of applications that leverage OpenCL and DirectCompute via the GPU, just to name a few.

I hope you will check back in to the AMD Fusion Blog from time-to-time to get updates on our progress!

A webcast replay of my keynote will be available for the next 10 days.

AMD Announces Thought Leaders from ARM and Microsoft to be Among Keynote Speakers at AMD Fusion Developer Summit [April 26, 2011] (emphasis is mine)

AMD (NYSE: AMD) today announced a distinguished line-up of keynote speakers as well as technical session topics for the inaugural AMD Fusion Developer Summit (AFDS), which will be held June 13-16, 2011 at the Meydenbauer Center in Bellevue, Washington.

Industry keynote presentations will be delivered by esteemed industry experts from AMD, ARM and Microsoft. In his keynote “Heterogeneous Parallelism at Microsoft” Herb Sutter, Microsoft principal architect of Native Languages, will showcase upcoming innovations to bring access to increasingly heterogeneous compute resources directly into the world’s most popular native languages.

Jem Davies, ARM fellow and vice president of Technology, Media Processing Division, will deliver a keynote about ARM’s long history of heterogeneous computing, its future strategy, and ARM’s support of standards, including OpenCL™.

The summit will open and close with AMD keynote presentations as well. AMD corporate fellow Phil Rogers will explore the programmer’s guide to Accelerated Processing Units (APUs), and Eric Demers, AMD corporate vice president and chief technology officer, Graphics, will deliver a keynote that chronicles the evolution of AMD’s graphics cores and discuss next-generation AMD graphics technology.

“The development experts we’ve chosen to share their work at AFDS are at the forefront of next-generation programming, and are working to harness the full processing power of heterogeneous computing technologies,” said  Manju Hegde, corporate vice president, AMD Fusion Experience Program. “The AMD Fusion Developer Summit is the best place for developers, academics and innovators to collaborate around parallel programming and industry standards, helping the developer community to realize the promise of the latest computing methodologies, today and into the future.”

Technical sessions, tutorials, hands-on labs and keynote presentations at AFDS will cover a range of topics including heterogeneous and high-performance computing (HPC), next-generation user interfaces, parallel programming tools and industry-standard application programming interfaces (APIs) such as OpenCL™, OpenGL™, Java and Microsoft DirectCompute. The Session Catalog for the AMD Fusion Developer Summit lists more than 90 in-depth technology sessions to be presented by industry and academic experts.

Speakers will be in attendance from a range of industry companies, universities and government organizations. Session topics include:

  • Developer Tools
  • Enterprise Computing
  • High-Performance Computing
  • Multimedia Processing
  • Professional Graphics and Visual Computing
  • Programming Models
  • Security
  • User Interface and Media Experiences

Developers interested in the latest heterogeneous computing tools and training can register for AFDS on the event website and take advantage of a special low registration fee of $300 this inaugural year.

Resources

AMD Demonstrates Llano APU [Oct 18, 2010]

AMD’s Chris Cloran demonstrates the Llano APU in Taipei at the 6th annual AMD Technical Forum and Exhibition. In the first public demonstration of Llano, Chris demonstrates simultaneous HD video playback, multi-threaded Pi calculation, and N-Body simulation utilizing the CPU and GPU cores.

AMD Ushers in Next Generation of Computing with AMD A-Series APUs [June 14, 2011] (emphasis is mine)

AMD (NYSE: AMD) today announced the next generation in mainstream consumer computing with the availability of the new high-performance AMD Fusion A-Series Accelerated Processing Units (APUs). Enabling truly immersive computing experiences in consumer notebooks and desktops, the AMD A-Series APUs enable brilliant HD graphics, supercomputer-like performance and over 10.5 hours of battery life2.

In an increasingly digital and visually oriented world, consumers are placing ever-higher priorities on multitasking, vivid graphics, lifelike games, lag-free videos, and ultimate multimedia performance. To meet these needs, the AMD A-Series APUs combine up to four x86 CPU cores with powerful DirectX®11-capable discrete-level graphics and up to 400 Radeon™ cores along with dedicated HD video processing on a single chip. AMD A-Series APUs also allow for advanced capabilities such as gestural interfaces, multi-monitor support, 3D entertainment and real-time image stabilization3.

“The AMD A-Series APU represents an inflection point for AMD and is perhaps the industry’s biggest architectural change since the invention of the microprocessor,” said Rick Bergman, senior vice president and general manager, AMD Products Group. “It heralds the arrival of brilliant all-new computing experiences, and enables unprecedented graphics and video performance in notebooks and PCs. Beginning today we are bringing discrete-class graphics to the mainstream.”

The AMD A-Series APUs (previously codenamed “Llano”) are currently shipping and scheduled to appear in more than 150 notebooks and desktops4 from leading OEMs throughout the second quarter of 2011 and beyond. Delivering powerful serial and parallel computing capabilities for HD video, 3D rendering and data-intensive workloads in a single-die processor, the AMD A-Series APUs offer software developers unprecedented power and potential in an ever smaller package.

AMD AllDay™ Power: Battery Life that Lasts

The AMD A-Series APU delivers the power to match how consumers actually use their PCs: all day – without sacrificing performance. Delivering more than 10.5 hours of resting battery life – a more than 50 percent increase compared to the 2010 AMD Mainstream Platform – users can get their work done or watch multiple HD movies on a single charge5. Additionally, AMD dynamic switchable graphics optimize battery life on PCs featuring AMD dual-graphics solutions by intelligently managing power states on the APU and separate discrete AMD Radeon™ GPU.

“The battery life of the AMD A-Series APU is a huge leap forward and will surprise many consumers and commercial customers,” said Chris Cloran, Vice President and General Manager, Client Division, AMD. “And the supercomputer-like performance will give people some revolutionary capabilities, like real-time image stabilization –taking out all the shakes and jitters in those hand-held videos on the fly, while you’re watching.”

Brilliant HD: Every Pixel Matters

People are making, sharing and enjoying more digital content than ever on their PCs, and the AMD VISION Engine – cutting-edge hardware and software featured with every AMD A-Series APU that automatically helps digital content like videos, games and photos look their best. HD video is crystal clear through dedicated video playback technology and dynamic post-processing, and websites render faster with accelerated HTML5 and Direct2D performance. Editing, transferring and viewing HD content is fast and easy with support for advanced connection standards, including HDMI 1.4a, DisplayPort 1.1, and USB 3.0, along with native support for multiple monitors.

Also introduced with the AMD A-Series APU is a new feature called AMD Steady Video6 designed to stabilize videos during playback – making unsteady, jumpy content look steady and smooth. The AMD A-Series APU can also enables advanced capabilities like gestural interfaces, 3D gaming and 3D Blu-ray video entertainment – features that are now key to consumer PC experiences and expectations.

Every PC built with an AMD A-Series APU delivers brilliant HD by offering discrete-class DirectX® 11-capable graphics – with models available at virtually every price point. Only AMD Fusion APUs offer true AMD Dual Graphics, with up to 75 percent graphics performance boost, when paired with an AMD Radeon™ discrete graphics card7.  This faster, higher-quality, more vivid and lifelike delivery makes consumers feel fully present in their digital world, especially when gaming.

Personal Supercomputing: Ultimate Performance

Consumers are doing more than ever before with their PCs – from work to play – and with the AMD A-Series APU, even their laptops can keep up, delivering  next generation  parallel processing.  With up to 400 gigaflops for notebook, and up to 500 gigaflops for desktops8, AMD A-Series APUs ensure users have the horsepower needed to handle the most demanding applications such as video and image processing, facial recognition, gesture recognition and multitasking scenarios. For the most challenging environments, AMD Fusion A-Series APUs offer AMD Turbo Core Technology, which dynamically optimizes and boosts CPU and GPU performance to power-efficient levels depending on the applications being run.

The Growing AMD Fusion Ecosystem

AMD has seen great momentum in the software developer community since the launch of AMD Fusion APUs in January 2011, with more than 50 leading applications now accelerated by the family of AMD Fusion APUs and advanced browsers like Internet Explorer 9 delivering even more immersive, next generation web experiences when running on an AMD Fusion APU-powered PC. And, the inaugural AMD Fusion Developer Summit, running now through June 16 in Seattle, Washington, is providing a forum for developers, academics and innovators to collaborate around parallel programming and industry standards, like OpenCL™, helping the software ecosystem build on the promise of the latest computing methodologies.

Supporting Resources

AMD Fusion APU Llano in a Multi-Tasking Technology Demonstration [Feb 28, 2011]

AMD’s Fusion APU code-named Llano handles high definition graphics and video with ease and excellent power efficiency. In this demonstration, The Llano APU goes head-to-head in visually intense workloads against a system based on Intel Core i7-2630QM based on the Sandy Bridge architecture. CPU –

Configurations Employed In Video Demo
APU – AMD Accelerated Quad-Core Processor [A8-3510MX later coming out @1.GHz and 45W] Engineering Sample
Chipset – AMD Fusion Controller Hub Engineering Sample
Video Driver – 8.830.0.0
Screen Size – 14 inch Diagonal
Screen Resolution – 1366 X 768
Memory – 4 Gb 1333 DDR3Ram
Hard Drive – C300 128Gb SSD
OS – Windows 7 Professional 64 bit

CPU – Intel® Core™ i7-2630QM 2.0Ghz
Graphics – Intel® HD 3000 Graphics
Chipset – Intel® 6 Series/C200 series chipset family
Video Driver – 8.15.10.2279
Screen Size – 14 inch Diagonal
Screen Resolution – 1366 X 768
Memory – 4 Gb 1333 DDR3Ram
Hard Drive – C300 128Gb SSD
OS – Windows 7 Professional 64 bit

AMD Platform Innovations with ‘Sabine’ [A-Series] [June 9, 2011] (emphasis is mine)

I recently attended an AMD event in Abu Dhabi, UAE where we held a briefing of our upcoming “Sabine” notebook platform featuring our new APU, codenamed “Llano.  In AMD parlance, “Llano” is the “big iron”, that is, processors designed for performance first.  After I delivered my presentation, I had a chance to speak with some of the press to gauge their feedback.  One universal theme was the great impression that we made with our platform innovations, features, features outside of the core x86, graphics, video and compute functions.  Here is a brief summary of the great steps forward we have made with the platform features of “Sabine”.

Power

Systems based on AMD technology have long been criticized for having a shorter battery life than systems based on competing technology.  This is no longer the case with “Sabine.”  Yes.  In fact, internal testing demonstrates our “Sabine” platform will yield as good or better battery life than our competitor’s current platforms.  In our labs we were able to exceed our expectations in terms of battery life using the Windows 7 idle test on the very same platform that we sampled to the press. This battery life performance handily surpasses a competing platform that was purchased at retail.

This will be a shocker to many people including the competition.  As with any significantly disruptive product, the “Llano” APU is transformational across many vectors.  As if the nearly 500 Gigaflops or Quad Core x86 combined with a Discrete Class DirectX 11-capable GPU wasn’t enough, Llano has exceeded expectations is reducing our idle power consumption and increasing our power efficiency.

AMD has become increasingly religious about lowering power consumption over the past few years.  When we designed the “Llano” APU, power was of primary importance in our design goals.  It would be very convenient if there was just one area that consumed excessive power; what we found however was that cumulative savings came from many contributing factors and our engineering teams fought for every last mW of those savings. In the end we delivered enough power savings to enable us boost battery life dramatically over our prior platforms! How long exactly? You’ll have to wait until we launch in June for that info. But trust me, it will be worth the wait.

Ironically, we have engineers in the company who work on delivering the best performance available for a 300 watt graphics card — and those same engineers fought for 50 mW on other products.  50 mW is 1 6000th of 300 watts!

Our course, it is not just idle power where AMD has innovated.  With modern graphics based workloads, we really show “Llano’s” mettle.  As the video below demonstrates, the “Llano” APU enables several hours of intensive graphics active platform use, while on battery power, surpassing the capability of the competitive platform. This is a testament to AMD’s decision to use an extremely efficient and powerful graphics processor.

USB 3.0 Integration

With our new “Sabine” platform, AMD is the first company to integrate USB 3.0 into its core logic.  Because of this, we’re enabling the following benefits of USB 3.0 over USB 2.0:

  • 10X bandwidth allowing up to 5 Gbps transfer rates
  • Full Duplex and Asynchronous operation
  • More power available through the ports

Translation:  USB 3.0 enables the use of 1080p cameras!  This means a new level of realism for video conferencing and other forms of tele-presence.  We have been working with our partner, Point Grey who have developed a very small USB 3.0 based camera which they call “Flea3”.  This camera can stream uncompressed 1080p60 video. As you can see in the linked video <link>, while an AMD system using Flea3 is able to request and process the same frames per second rate as the Intel system, it’s also able to display up to 4x the Hz— enabling a much sharper, jolt-free visual experience.  There are other benefits to integrating USB 3.0 as well, including the availability of 4 ports instead of the current 2 found in most discrete solutions today.

AMD has really transformed itself over the past 4 years as “Llano” gestated.  As we get closer to the launch, more details will continue to trickle out.  AMD is extremely excited to finally deliver the “Big Iron” APU.  Personally, I cannot wait until I can get hold of one to call my own.

The art of the possible with Unilimited Realities [June 14, 2011]

You know when you see something that makes you say “Wow”. That was my reaction when I saw the work that New Zealand-based Unlimited Realities was doing in the area of touch-based consumer applications. And now, I’m pleased to be able to talk about our collaboration on the next generation of their Fingertapps suite of apps.

What is unique about Unlimited Realities is that they combine the latest technologies, like graphics acceleration with DirectX 11, with new ways of interacting with your PC, like touch, to create applications that appeal to a broad consumer base. Things like touch-based musical instruments, family activity apps and multi-player touch enabled games.

At AMD’s Experience Brilliance launch of the AMD A-Series APUs in Seattle last night, we showed off some of the work that the teams have been doing over the past few months to demonstrate what is possible when you combine software and hardware innovation. The new apps take advantage of the unique capabilities in the AMD Fusion APUs to give you an amazing visual experience not possible on previous generations of processors.

The AMD APU-optimized versions of Fingertapps are expected to be available later this summer.

Flirtatious Francois: AMD Fusion [June 8, 2011]

AMD’s line-up of APUs are the first to integrate x86 CPU cores and DirectX™ 11-capable Radeon™ GPU cores on a single die.

AMD Unveils New Software Tools Designed to Accelerate the Development of Brilliant Computing Experiences [June 13, 2011]

AMD (NYSE: AMD) today announced a new set of software development tools and solutions to enable developers to optimize their applications for OpenCL™ standards. These advanced tools create a foundation for software companies to realize the full potential of the AMD Fusion Family of Accelerated Processing Units (APUs), harnessing the combined compute power of AMD’s high-performance CPUs and GPUs across a wide array of heterogeneous computing platforms. As a result, developers can bring to life innovative experiences like HD video, 3D gaming, video conferencing and intuitive user interfaces, to truly differentiate their applications in the market.

“AMD is working closely with the developer community to make it easier to bring the benefits of heterogeneous computing to consumers, enabling next-generation system features like vivid video, supercomputer-like performance and enhanced battery life,” said Manju Hegde, corporate vice president, AMD Fusion Experience Program. “Our advanced developer tools and solutions enable a new era of parallel programming that’s based on industry standards and focused on delivering innovative user experiences that span a variety of computing form factors.”

Among the new offerings is the gDEBugger™ product, which was created by experts from AMD’s new Israeli research center, based on AMD’s acquisition of startup company Graphic Remedy in October 2010. gDEBugger is an advanced OpenCL and OpenGL debugger, profiler and memory analyzer. The new AMD gDEBugger release provides developers with the ability to debug OpenCL kernels, running on AMD GPUs, and step through their source code while examining kernel variables and data. This product, which is a plug-in designed to work with Microsoft Visual Studio®, includes all of gDEBugger’s previous features and capabilities.

Additional developer solutions include a Parallel Path Analyzer (PPA), Global Memory for Accelerators (GMAC) and Task Manager tools, which are being developed by Multicoreware in collaboration with AMD. These new tools and solutions, expected to be available in Beta during Q3 of this year, are designed to make OpenCL GPU development easier and more efficient.

  • Parallel Path Analyzer (PPA) is an advanced profiling tool for developing applications that optimize both GPU and CPU load. The PPA visualizes data transfers and kernel execution, identifies system-wide critical paths and locates data dependencies.
  • The Global Memory for Accelerators (GMAC) API provides a framework in which a developer can create applications leveraging the immense compute capabilities of OpenCL, but without the overhead of having to explicitly manage multiple data buffers across the separate address spaces of GPU and CPU.
  • The Task Manager API provides a framework for managing compute tasks in a heterogeneous multi-core environment. OpenCL kernels can be automatically scheduled to execute on an available and task-appropriate device, providing dynamic load balancing, optimizing use of available compute resources and removing the burden of explicit schedule handling.
  • The new tools expand AMD’s robust line of developer solutions that are publicly available on the AMD Developer Central website, including software development kits, libraries, compilers, webinars and educational support. In addition, developers will be able to learn more about AMD’s comprehensive set of software tools and solutions at the AMD Fusion Developer Summit taking place this week in Bellevue, Washington. Summit participants will be able to engage in interactive sessions and hands-on labs to deepen their knowledge of advanced CPU and GPU programmability.

Resources

AMD Launches Contest for Developers to Create Heterogeneous Compute Applications [June 15, 2011]

AMD (NYSE: AMD) today announced the AMD OpenCL™ Coding Competition, being run by software development leader TopCoder. This contest is intended to encourage the creation of applications that take advantage of OpenCL™ as well as the award-winning AMD Fusion accelerated processing unit (APU) architecture. The OpenCL™ Coding Competition is open to software developers with great ideas, and up to $50,000 in prizes will be awarded to winning submissions.

“We’re at an inflection point in the computing industry with evolving chip architectures and the shift to common programming interfaces and industry standards, which enable developers to enable amazing new experiences,” said Manju Hegde, corporate vice president, AMD Fusion Experience Program. “The OpenCL Coding Competition is just the beginning of a new wave of application development by the software community as they embrace heterogeneous computing across multiple platforms.”

AMD Accelerated Parallel Processing (APP) technology (formerly ATI Stream) is a set of advanced hardware and software technologies that support OpenCL and enable highly parallel compute-capable GPUs to work in concert with a system’s CPU to accelerate applications beyond traditional x86 graphics and video processing. AMD Fusion APUs combine multi-core x86 technology with a discrete-level DirectX® 11-capable GPU in a single processor design, connected by a high speed link, to deliver up to 500 gigaflops of compute performance.1

Developers and students who choose to participate will be asked to submit an abstract that outlines how they plan to use the latest generation AMD APP software development kit (SDK) with OpenCL support to create an accelerated application for the AMD Fusion APU platforms.

Contestants can choose to create an application in any category including, but not limited to, the following:

  • Video Processing
  • Image Processing
  • Security
  • Human Computer Interface
  • Data Mining
  • Gaming
  • Physics processing
  • Social Networking / Communication
  • Other

“We see APU architecture continuing to be widely adopted for new computing designs, and believe that developers will want to build and optimize their applications around the high performance achieved with these new hardware platforms,” said Matt Murphy, TopCoder platform manager. “This technology shift signifies a sizeable opportunity for developers around the world who want to be early to embrace a new era of heterogeneous computing.”

In addition to the SDK, contestants will need the latest AMD Catalyst™ drivers that include the OpenCL runtime compiler. Released in May 2011, the latest AMD Catalyst drivers for Windows and Linux also bring new features, including expanded support for multi-display environments through AMD Eyefinity technology, which developers can leverage to create even more immersive experiences for end users.

For full details and a complete set of Official Rules for the AMD OpenCL™ Coding Competition, please visit http://community.topcoder.com/amdapp/

Resources

AMD and Academic Experts Collaborate with Morgan Kaufmann Publishers on OpenCL™ Book [June 15, 2011]

AMD (NYSE: AMD) today announced its   collaboration on a new book for developers, Heterogeneous Computing with OpenCL, to be published by Morgan Kaufmann, an imprint of Elsevier Science & Technology Books. The book provides hands-on OpenCL™ experience and details multiple device architectures and application programming interfaces (APIs), from multi-core CPUs, GPUs and fully integrated Accelerated Processing Units (APUs) like AMD Fusion APU technology, to fundamental parallel algorithms.

“This book is just one more example of how AMD enables the university and the developer communities with information and tools they need to embrace OpenCL and other common platforms,” said Manju Hegde, corporate vice president, AMD Fusion Experience Program. “The continued adoption of OpenCL will significantly expand the possibilities for software vendors and developers leading to a wide array of innovative applications and new experiences that benefit from massively parallel processing. There is a resultant need for education and training of the university community which this book will meet.”

“We are seeing increasing demand for reference resources about common APIs,” said Todd Green, senior acquisitions editor of Morgan Kaufmann. “Application development across the PC, tablet and smartphone markets are red hot in terms of reader interest. We thank AMD and Northeastern University for shedding light on the common platforms and parallel computing movement; it’s a must-read book for every developer.”

The book was co-authored by several industry and academic leaders from AMD and Northeastern University, including:

  • Benedict Gaster, OpenCL architect, AMD
  • Lee Howes, member of technical staff, AMD
  • David R. Kaeli, director of the Northeastern University Computer Architecture Research Laboratory (NUCAR), co-leader of the Northeastern University Institute for Information Assurance (IIA) and associate dean of Undergraduate Programs in the College of Engineering at Northeastern University
  • Perhaad Mistry, Ph.D Student, Department of Electrical and Computer Engineering, Northeastern University
  • Dana Schaa, Ph.D Student, Department of Electrical and Computer Engineering, Northeastern University

Heterogeneous Computing with OpenCL is expected to be available in print and electronic formats in August 2011 from many major booksellers. The book provides detailed examples that illustrate the power and elegance of OpenCL to handle image processing, web plugins, random number generation, video processing and more.

Resources

Hardware and Software Leaders Fulfill Promise of Brilliant Experiences and New PC Capabilities with AMD A-Series APU Technology [June 14, 2011]

AMD (NYSE: AMD) today announced growing support for the AMD Fusion Family of Accelerated Processing Units (APUs) with more than 50 leading applications now accelerated by AMD Fusion APUs. With today’s launch of the new AMD A-Series APUs, AMD unleashes unprecedented levels of performance in mobile and small form factors, with outstanding battery life. From software vendors and developers to motherboard suppliers, AMD’s APU ecosystem is basing hardware and software development on the new AMD A-Series APUs to help bring innovative new devices and applications to market. The APU is enabling new user experiences, for example, making video more life-like and enabling notebooks to achieve “supercomputer-like” performance.

“AMD’s APU architecture gives developers a new set of tools with which they can build exciting applications,” said Nathan Brookwood, research fellow at Insight 64. “Developers who best exploit these new capabilities will help position their organizations for dramatic success.”

“Our developer community is embracing the AMD Fusion APU platform with wonderful creativity and initiative,” said Manju Hegde, corporate vice president, AMD Fusion Experience Program. “We’re only at the beginning of a wave of innovation that’s powered by our APU technology. With forward thinking from leading software developers and device manufacturers, we are creating the next generation of computing experiences.”

New, Differentiated Applications

Dozens of today’s most popular software applications are accelerated by AMD APU technology, many of which are being showcased this week at the AMD Fusion Developer Summit in Bellevue, Washington. These applications span a wide range of PC and tablet user scenarios, including multimedia, gaming, productivity, web browsing, facial recognition, video conferencing and more.

Following is a sample of leading software and online content providers offering vivid computing experiences that are accelerated by AMD A-Series APUs:

“Our customers expect the ultimate viewing experience from their Storm media player,” said Tom Yang, chief technology officer, BaoFeng, Inc. “We optimized our application with AMD Fusion APU technology to continue to deliver outstanding performance. Now, hundreds of millions of users receive just that – clear, smooth and incredibly vivid video from BaoFeng, a leading high-definition media player company in China with 180M users.”

Industry-Leading Infrastructure Partners

AMD motherboard partners are also continuing to innovate around AMD Fusion APUs, as leading original design manufacturers (ODMs), including ASUS, ASRock, Biostar, ECS, Foxconn (Hong Hai Precision), Gigabyte, Jetway, MSI and Sapphire, are either shipping or have announced integrated APU/motherboard products featuring AMD Fusion technology.

AMD Vision Engine Software

AMD VISION Engine Software uniquely differentiates AMD APU-based PCs. This exclusive software suite includes the AMD software driver that controls graphics and display, the AMD Vision Engine Control Center, and an OpenCL driver. AMD Vision Engine offers graphics and video features enabling DirectX11 gaming, dynamic contrast, edge enhancement and vibrant colors to help videos and visuals look more life-like. This software set also includes AMD Steady Video, enabling advanced image post processing technology to help stabilize shaky images during real-time playback of streaming videos1.

Resources

AMD Celebrates Innovation with VISIONary of the Year Award Winners [June 14, 2011]

AMD (NYSE: AMD) today announced the AMD OpenCL™ Coding Competition, being run by software development leader TopCoder. This contest is intended to encourage the creation of applications that take advantage of OpenCL™ as well as the award-winning AMD Fusion accelerated processing unit (APU) architecture. The OpenCL™ Coding Competition is open to software developers with great ideas, and up to $50,000 in prizes will be awarded to winning submissions.

“We’re at an inflection point in the computing industry with evolving chip architectures and the shift to common programming interfaces and industry standards, which enable developers to enable amazing new experiences,” said Manju Hegde, corporate vice president, AMD Fusion Experience Program. “The OpenCL Coding Competition is just the beginning of a new wave of application development by the software community as they embrace heterogeneous computing across multiple platforms.”

AMD Accelerated Parallel Processing (APP) technology (formerly ATI Stream) is a set of advanced hardware and software technologies that support OpenCL and enable highly parallel compute-capable GPUs to work in concert with a system’s CPU to accelerate applications beyond traditional x86 graphics and video processing. AMD Fusion APUs combine multi-core x86 technology with a discrete-level DirectX® 11-capable GPU in a single processor design, connected by a high speed link, to deliver up to 500 gigaflops of compute performance.1

Developers and students who choose to participate will be asked to submit an abstract that outlines how they plan to use the latest generation AMD APP software development kit (SDK) with OpenCL support to create an accelerated application for the AMD Fusion APU platforms.

Contestants can choose to create an application in any category including, but not limited to, the following:

  • Video Processing
  • Image Processing
  • Security
  • Human Computer Interface
  • Data Mining
  • Gaming
  • Physics processing
  • Social Networking / Communication
  • Other

“We see APU architecture continuing to be widely adopted for new computing designs, and believe that developers will want to build and optimize their applications around the high performance achieved with these new hardware platforms,” said Matt Murphy, TopCoder platform manager. “This technology shift signifies a sizeable opportunity for developers around the world who want to be early to embrace a new era of heterogeneous computing.”

In addition to the SDK, contestants will need the latest AMD Catalyst™ drivers that include the OpenCL runtime compiler. Released in May 2011, the latest AMD Catalyst drivers for Windows and Linux also bring new features, including expanded support for multi-display environments through AMD Eyefinity technology, which developers can leverage to create even more immersive experiences for end users.

For full details and a complete set of Official Rules for the AMD OpenCL™ Coding Competition, please visit http://community.topcoder.com/amdapp/

Resources

AMD and Leading Software Vendors Continue to Expand Offerings Optimized for OpenCL™ Standard  [June 8, 2011]

AMD (NYSE: AMD) today announced increasing industry adoption of the OpenCL™ standard across a broad range of innovative software applications. As a long-standing proponent of industry standards, AMD works closely with leading software companies to help optimize their applications across common platforms, while accelerating these solutions with the latest technology offerings, including AMD Fusion Accelerated Processing Units (APUs).

“Software developers can benefit significantly from working with common programming interfaces to harness the outstanding performance of innovative, heterogeneous technology like AMD Fusion APUs across platforms,” said Manju Hegde, corporate vice president, AMD Fusion Experience Program. “The software industry continues to advance at breakneck speed with an ever increasing number of innovative applications that are coming to market, which are based on common platforms such as OpenCL, OpenGL and DirectCompute.”

As software developers embrace common application programming interfaces (APIs), the industry is seeing a groundswell of consumer and commercial applications built on the OpenCL standard, thanks to its inherent flexibility across platforms, operating systems and vendor hardware.

“Today’s creative professional needs a complete solution that delivers clear, crisp and stutter-free visuals that will allow them to edit, process and create content quickly and without interruption,” said Dave Chaimson, vice president of global marketing, Sony Creative Software. “New support has been added to Vegas Pro 10.0d for accelerated OpenCL based video rendering. We see this as a solid first step towards a faster production workflow for video professionals, and we are strongly committed to the OpenCL standard.”

HP Labs also is working with AMD to implement OpenCL acceleration of real-time imaging software for HP large-format, commercial and industrial printing solutions. “Innovative, leading-edge technology is key to providing the best possible support to HP’s commercial printing customers,” said I-Jong Lin, principal scientist, Print and Content Delivery, HP Corporate Research Laboratory. “The application of GPU acceleration in raster image processing has enabled a breakthrough in commercial printing solutions, and we anticipate replicating that success across market segments by porting our OpenPL library to OpenCL standards.”

Following is a sample of leading applications that already support OpenCL or will support it in the near future:

DVD/Media Players

  • ArcSoft, TotalMedia® Theatre – All-in-one video playback software
  • Corel WinDVD® – Blu-ray™ and DVD player software

Telepresence and Webcam Apps

  • ArcSoft, Webcam Companion® – Application bundle with HD and 3D support for web cameras
  • ViVu VuRoom – Multi-party desktop videoconferencing software
  • ViVu VuCast – Large-scale video webcast software

Video Creation/Editing Software

  • ArcSoft, ShowBiz® – Video editing software
  • Corel Digital Studio™ – integrated multimedia software suite
  • Corel VideoStudio® Pro – HD video-editing software
  • Cyberlink PowerDirector – Video editing software
  • Sony, Vegas Movie Studio HD – Home studio solutions for HD video editing
  • Sony, Vegas Pro – Professional solutions for HD video, audio and Blu-ray™ Disc creation

Video, Photo Effects, Imaging and Utilities

  • ArcSoft, Panorama Maker Pro – Photo and video stitch plus media manager
  • eyeon, Fusion® – Visual effects and compositing tool
  • HP Labs, “Every Page Is Different” raster image processing and giga-pixel real-time imaging for HP large-format, commercial and industrial printing solutions
  • Viewdle, Uploader® – Facial recognition software for photography formats
  • Viewdle, Video SDK – Facial recognition software kit for video development

Video Transcode Software

  • ArcSoft, MediaConverter – Multimedia file converter
  • Rovi, MainConcept® Transcoding Platform – Professional transcoding applications
  • Rovi, MainConcept® H.264/AVC OpenCL – Encoding Software Development Kit

Engineering Simulation Software

  • Altair Engineering, HyperWorks RADIOSS – Finite element analysis (FEA) solver for linear and non-linear simulations
  • Dassault Systemes, PLM (Product Lifecycle Management) – Simulation and CAD software
  • DEM Solutions, EDEM – Discrete element modeling software solutions for particle flow simulation
  • ESI Group, PAM-CRASH and PAM-STAMP 2G solvers – Digital simulation software for prototyping and manufacturing processes
  • MSC Software, MSC Nastran – General purpose finite element analysis solution
  • OPTIS, RTLab and VRLab – Real-time ray-tracing software solutions

A sampling of these applications will be demonstrated in the Experience Zone at the AMD Fusion Developer Summit to take place June 13-16 in Bellevue, Washington. Summit participants will be able to engage in interactive sessions and hands-on labs to deepen their knowledge of advanced CPU and GPU programmability, and gain a better understanding of how software applications can take full advantage of the parallel processing power of APUs, bringing supercomputer-like performance to everyday computing tasks.

Resources

AMD Fusion Accelerated Processing Units Win 2011 Best Choice of COMPUTEX TAIPEI Award [May 24, 2011]

MD (NYSE: AMD) is awarded today with the highest industry honor, “2011 Best Choice of Computex TAIPEI Award” for its Fusion Accelerated Processing Units (APUs) in the Computer & System category. The award is given by Taipei Computer Association, key player in IT industry and exhibition in Taiwan, and appraised by a panel of government representatives, academicians, research analysts, oversea media, editor-in-chiefs and industry experts.

AMD Fusion APUs offer a brand-new approach to processor design and better address users’ needs to handle more demanding workloads and visual computing in a small form factor device with long battery life. Only AMD Fusion APUs are engineered to deliver powerful CPU and GPU compute capabilities in a single-die processor for today’s HD video, 3D and data-intensive workloads for anyone looking for a richer visual computing experience whenever, wherever they want.

“We are honored to receive this prestigious award from the Taipei Computer Association, which is a manifestation of our efforts and excellence in AMD Fusion APUs,” said Andy Tseng, AMD Corporate Vice President and Taiwan General Manager. “AMD Fusion APUs are already widely recognized within the industry for being creative and innovative. This award proves the importance of listening to our customers and designing breakthrough products around their needs.”

Best Choice of COMPUTEX TAIPEI Award has recognized achievements in product design and technology innovation since 2002; it’s one of the important official events during COMPUTEX TAIPEI, the second largest ICT exhibition worldwide. Through reviews, the jury selected outstanding design and cutting-edge technology across 10 product categories.

AMD and other awarded products will be demonstrated at Best Choice Award Pavilion by Taipei Computer Association at the upcoming 2011 Computex Exhibition. In addition, AMD’s products showcase will be located at Booth# L0617 in the TWTC Nangang Exhibition Hall. For more information on AMD 2011 Computex, please visit our event portal.

For developers interested in learning more about APUs and heterogeneous computing, AMD will be holding its first AMD Fusion Developer Summit (AFDS) from June 13-16 in Bellevue, Washington. Summit participants will be able to engage in interactive sessions and hands-on labs to deepen their knowledge of advanced CPU and GPU programmability, and gain a better understanding of how software applications can take full advantage of the parallel processing power of APUs, bringing supercomputer-like performance to everyday computing tasks.

Additional Resources

AMD Fusion APU Receives “Best in Show” Award at Embedded Systems Conference [May 11, 2011]

AMD (NYSE: AMD) announced the AMD Embedded G-Series APU was named “Best in Show” for hardware at the Embedded Systems Conference by the industry analyst firm VDC Research, which has been presenting the Embeddy Awards at ESC for seven years running. The primary criteria for the hardware category are an enabling product that offers new innovation and new or significantly better functionality.

“We selected the AMD Embedded G-Series processor because it is an integrated circuit that combines a low-power CPU and a discrete-level GPU into a single embedded Accelerated Processing Unit (APU) for advanced graphics and multi-media integration,” said Richard Dean, program manager, VDC Research. “Among the benefits are the integration of the APU, which reduces the foot print size of a three-chip platform to two chips, and the overall reduction in costs across the product’s lifecycle.”

“Embedded Systems Conference showcases the best of the best in our industry and it’s very gratifying that a product we feel can change the dynamics of the industry has been recognized as the top hardware product this year,” said Buddy Broeker, director, Embedded Solutions, AMD. “The AMD Embedded G-Series platform represents a major advancement for the capabilities of embedded systems and yet still enables reduction of the key thresholds of power, area and costs. This is a trend that AMD expects to continue in the years to come.”

AMD is the only company in the industry today providing a complete roster of CPUs, chipsets, discrete GPUs, and APUs with the features and support to meet embedded system requirements.

Additional Resources

New AMD Embedded G-Series APUs Provide Thirty Nine Percent Power Reduction for Fanless Designs [May 23, 2011] (emphasis is mine)

AMD (NYSE: AMD) today announced immediate availability of two new AMD Embedded G-Series APUs (Accelerated Processing Units) with thermal design power (TDP) ratings of 5.5 and 6.4 watts, up to a 39 percent power savings compared to earlier versions1. The very low power consumption and small 361mm² package is ideal for compact, fanless embedded systems like digital signage, kiosks, mobile industrial devices and many of the new emerging industry-standard small form factors such as Qseven. This is an unprecedented low-power offering for the embedded market that features one or two low-power x86 “Bobcat” CPU cores and a discreet class DirectX® 11-capable GPU on a single die.

“We have seen many of our embedded customers deploy fanless systems even with our 15W TDP processors in the past. Today we take the ground-breaking AMD Fusion APU well below 7W TDP and shatter the accepted traditional threshold for across-the-board fanless enablement,” said Buddy Broeker, director, Embedded Solutions, AMD. “System designers can now unleash their creativity without being constrained by heat or size issues.”

A fanless solution is crucial for many small embedded systems where the added cost for an active cooling system can be prohibitive or for environments where silent operation is a key requirement. Additionally, many embedded products are deployed in harsh environmental conditions where the presence of a fan represents a potential failure point for the system. The AMD Embedded G-Series platform provides enterprise-class features and performance with the reliability, cost- and power-efficiencies these systems require.

Systems based on the new low power AMD Embedded G-Series platform include an industrial mobile device from Amtek, a Pico-ITX single board computer from Axiomtek, a Qseven form factor computer-on-module from datakamp, and a fanless digital signage platform from iBASE. Additional customers are expected to bring new products to market in the coming quarters.

Additional Resources:

High expectations on Marvell’s opportunities with China Mobile

Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]

After the technical and business excellence well reflected in my previous posts Marvell seems to be on the high rise.
See my previous posts as well:
ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]
Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]
Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 – Jan 17, 2011]

Update: Marvell Leads TD-SCDMA Market with Industry’s First Commercially Available Single-Chip Solution Shipping in China [June 1, 2011] (emphasis is mine)

Company showcases at Computex 2011 a suite of new smartphones, tablets and mobile hotspot devices developed for the China market powered by Marvell’s PXA920 series of high performance single-chip TD-SCDMA solutions.

… said Weili Dai, Marvell’s Co-Founder. “Marvell has raised the technology bar for the entire industry.  We believe Marvell has delivered a quantum leap to the development and adoption of the TD-SCDMA standard.  Because of this breakthrough, more than a dozen world-leading mobile OEMs are launching Marvell® PXA920 based products in China. We’re very proud to enable the next billion users of connected devices in China.”

Marvell’s industry-leading TD-SCDMA solution is designed to deliver world-class performance – 3D graphics, mobile gaming, mobile TV, and high definition video with a unified user experience across different product platforms enabled by Marvell’s beautiful and easy-to-use Kinoma® software. Additionally, the PXA920 series of products are the industry’s first TD-SCDMA solution that combines a high performance application processor and modem and enables realization of the long-standing quest for mass market smartphones priced at 1,000 RMB.  This same platform is designed to support worldwide 3G and 2G standards, allowing OEMs to rapidly deploy WCDMA smartphones, tablets, and mobile hotspot devices in China and beyond.

Marvell provides a complete solution including system-on-chip (SoC) communication processors, modems, RF, PMIC, and integrated Wi-Fi/BT/FM connectivity including 1×1 and 2×2 mobile MIMO with beamforming capabilities.  Marvell’s TD-SCDMA silicon and software solutions were developed at its Shanghai design center, home to approximately 1,000 engineers dedicated to the China market.

Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See:First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]

Marvell Up 11%: Street Says ‘Inflection Point’ [May 27, 2011] (emphasis is mine)

Shares of Marvell Technology Group (MRVL) are up $1.53, almost 11%, at $16.09 after the company last night missedfiscal Q1 estimates but forecast the current quarter ahead of consensus, based on an expectation for a pick-up in its wireless chip business.

Most analysts this morning are saying business has hit bottom and is on the way back up. Estimates are up all around, though there are no ratings revisions, as far as I can see, and price targets are mostly staying where they were.

The China Mobile (CHL) “OPhone” project for TD-SCDMA handsets could bring the company $40 million in the latter half of this year.

… in Ophone it believes it has ~80% of a 10-12M C12 TD unit oppty …

… the Q2 forecast is “a fundamental inflection point,” even though the ramp-up of wireless chips for China Mobile’s OPhone will be relatively immaterial. “We believe the company is ramping several OEMs this quarter, with one being ASUS. Previously, management indicated that it had garnered design wins for 90% of current OPhone models across eight of the top nine OEMs. The company now expects to ship to over 12 customers this year with a design win rate of ~80%.” …

With that market capitalization of Marvell went from $9.2B to $10.2B in a single day.

Marvell Technology Group’s CEO Discusses Q1 2012 Results – Earnings Call Transcript [May 26, 2011] (emphasis is mine)

Given the recent market concern surrounding our Mobile and Wireless business, I would like to take a moment to address this up front. First, I would like to stress that the mobile end market is a key area for Marvell, and we continue to invest new product development and to strengthen our infrastructure to support new customers.

As an example, we are currently supporting over 20 handset designs at new customers. In addition to our current 3G and TD offerings, our investment in advanced technologies, such as LTE, are starting to pay benefits. We are already sampling our LTE solutions at some of our key customers and believe we are well positioned to benefit when the market ramps. Although quarter-to-quarter fluctuations are hard to avoid, we believe our business at our leading customers will be sustained, and we will continue to be a significant player in this space.

Second, I want to share with you the current status of the ramp in TD products. We are winning about 80% of the TD smartphone designs on the Android and OMS platforms. Our single-chip solutions address the entire spectrum of low- to high-end TD phones, and we are firmly entrenched in the high-volume sweet spot. We believe our solutions are compelling for this market and should translate into solid growth for our TD business this year.

We remain confident that our early investment in support of the TD has been extended in China will be very beneficial to us as the majority of China’s mobile 600 million subscribers continue migrating to the smartphone market on the TD standard.

In addition, we are working with our key carrier partners and handset customers on prototypes for our next-generation TD LTE, which we’ll be sampling later this year. These new products are best in class and fully backward-compatible. We believe these investments will further distance us from our competitors in TD.

During the last quarter, we achieved a significant milestone as the first company to ship TD single-chip solutions in production volumes. We expect these revenues to more than double in the second quarter. This should provide clear evidence that our strategy in TD is successful.

Question-and-Answer Session [of the above]

Let me add a little bit more color about why is TD so important to China. There’s a lot of people — a lot of people in outside China are skeptical about the opportunities of TD in China. The way I look at it, I can explain it from a technical point of view. But then, I can speak until I’m tired, and nobody will care anyway. So I’m trying to, this time, answer you from a different angle, from a non-technical point of view.

As you know, Chinese have been run — the society has been run for 4,000 or 5,000 years of history. And over those history, they invented many new technologies hundreds of years before anybody else invented those technologies. Yes, okay, recently, okay, in the modern eras, in the cell phone, they were behind. But they were behind only for a few years. The TD-SCDMA industry standard was developed a few years later than the WCDMA 3G standards. So it’s natural for the WCDMAs to be ramping up in the rest of the world first.

However, China, with understanding the Chinese, already waited 5,000 years in history. Waiting for a few more years for ramping up all the majority of their cell phones to use Chinese phone standard. Okay, it’s of the highest priority for the Chinese people. So this, compared to anything else, this is more important than, let’s say, speeding up the deployment of 3G into China by using outside technology. And they’re only few years. And from then on the Chinese people will be labeled do not have any 3G technology. So the way I look at it, okay, that’s not going to happen.

What’s going to happen is that TD is beginning to be deployed in China for the Chinese people. They’re ramping up huge number of subscriber, and as I mentioned earlier, 600 million subscribers. Over time, those subscribers will all move to TD-SCDMA and TD LTE. The base stations already been deployed. More than 220,000 base station last year being deployed throughout the whole China, not just in the big cities. Everywhere, throughout the whole China. That’s more than base stations, the number of base stations in the largest area in, let’s say, in the U.S. in total. And this is just the new base station for China Mobile, and they continue to invest in new base stations this year and next year.

So you can see that the opportunities for us is great. The only thing, as Clyde said, is we need to just wait and see when the rest of the customer will ramp up. As the products get more mature, as the prices goes down, it will be natural for those design wins to continue to go into production. And the beauty is that we have 80% of design wins. So at least we don’t have to worry about, okay, when it actually ramps, it will be somebody else, not only us.

… there’s a 800-pound gorilla that’s out there that’s very strongly the tablet business. So every other — the vast majority of companies there working on the tablet solutions do have a challenge on trying to get the tablet market in the short term.

In the long term. In the long term, I do believe that our strength in being able to integrate the modem and the application processors will be important not just in the cell phone, in the smartphone, but also in the tablet. There are so many — because after all, the tablet — if you think about what’s in the tablet, the tablet really is a smartphone with a bigger screen. So it’s just a matter of time.

You’re asking about in the next 2 or 3 years, I do believe in the next 2 years or so when things, the dust settle down, the tablet and the smartphones really looks just the same like we have design wins like we have significantly done with in the smartphones market, but we’ll have design wins, sizeable design wins, in the tablet. For the market, they are obviously, we’ll use the type of technology, the modem technology that we developed. For this market that we don’t use our own, the modem that we don’t develop, obviously, they’ll go somewhere else.

But as I said, TD-SCDMA, we invest in TD-SCDMA, LTE, TD LTE, as well, and WCDMA. So this is at least 70%, 80% of the market of the world anyway, so that’s enough. There’s a big enough time for us to address. And so if we can address our fair share of market share for those markets, we’ll be just fine.

And so for now, for us is to invest. We have to invest in the software. We have to invest and support of the customers. We have to design new chips with more advanced technology, better and higher integrations, and make the things lower cost and so on. So the standard stuff that we do in any other businesses. So sometimes these things takes time, longer time than we expect. I understand the frustration. I also wish I could get things get done sooner, but sometimes we win some. Sometimes, we lose some, and then things get delayed. We’ll come back and recover, and then we’ll become a stronger company as a result.

Barnes & Noble NOOK offensive

Follow-up: Core post: NOOK Media LLC: the finalization of the strategic joint venture between Barnes & Noble and Microsoft [Oct 6, 2012]

Ammunition Teams with Barnes & Noble on All-New NOOK [May 24, 2011] (emphasis is mine)


Ammunition’s long-standing partnership with Barnes & Noble reached a milestone today with the announcement of the All-New NOOK, the ground up redesign of the company’s successful NOOK digital reader. Working alongside the world’s largest book retailer, Ammunition developed product concept, industrial design, and packaging for the All-New NOOK, the third e-reader and electronic publishing device to join the NOOK product line.The challenge for the All-New NOOK was to create a lower cost, full featured e-reader and to do so on a timeline that would allow it to move to market quickly. The result is a $139 device that uses eInk technology, a touch interface, and wireless connectivityto create a more immersive and personal reading experience for users. With its simple, soft, rubberized form and refined details, the All-New NOOK is by far the smallest and lightest dedicated e-reading tablet to come to market to date.Pre-orders are available at Barnes & Noble retail and online stores with a ship date on or about June 10, 2011.

NOOK work [by Ammunition]

… In addition, our team provided the retail packaging accessory strategy for NOOK Color.

The NOOK website

Highly recommended event report: Barnes & Noble Nook announcement of new ereader [TeleRead, May 24, 2011] (only a few excerpts are here, emphasis is mine)

Nook Color is the best selling Android tablet in the US and second only to the Ipad in overall tablet sales.

Compared to Kindle 3: no buttons and optimized interface makes it faster and easier to use; same size display as Kindle with 10% less size and bulk; countoured form factor so it is shaped to the hand, uses soft-touch paint; twice the battery life of the Kindle; Kindle uses reflash to change pages and until now this was the only option to address the ghosting effect, the new Nook is 85% faster.

Touch screen uses infra-red technology.  Design goal was that technology should disappear to make reading as much like a book as possible.  Will display how many pages left in a chapter.  6 different fonts with 7 different sizes.  The shop screen will give readers recommendations based on what you are currently reading. WiFi but no 3G.  Will connect automatically to AT&T hotspots.

Questions: WiFi is the dominant share in readers so went with that also helped keep the cost down.  800 MHz TI Omap chip [the same as in the Nook Color].  In hearing from customers battery life was always 1 or 2 in requirements. Two months is based on 1/2 hour reading per day with WiFi off. Nook apps only available on the Nook Color – this is a pure and simple device.  Uses Android 2.1.  Expandable up to 32Gb.  Old Nook device will be discontinued. Don’t expect it to cannibalize Nook Color sales because is aimed at a different market segment. Research suggests that some people will buy both products for different members of family. In next 3 to 5 years physical books will continue to dominate the market.  Store sales are not declining.  For touch screen worked with Neo Node. Digital revenue is fastest growing part of B&N revenue, by far.  No ads on Nooks.  Surprised at how well Apps have done.  Store managers by slightly less than 1/3 of their books regionally.

Barnes & Noble Partners with Leading Content Providers and Developers to Launch NOOK Apps™ for NOOK Color™, Best Reader’s Tablet™ [April 25, 2011] (emphasis is mine)

– NOOK Developer™ Program Brings Popular, High-Quality Applications For Customers to Play, Learn, Connect and More on Award-Winning Device
– Major NOOK Color Software Update Expands Best-In-Class Reading Experience with Most Requested Tablet Features Including Shopping For Apps in NOOK Bookstore™

NOOK Apps were introduced with the major NOOK Color software update launched today (available at no cost at www.nookcolor.com/update). The update delivers what customers want: shopping for popular apps, full-featured built-in email, an enhanced Web experience, as well as new ways for adults and children to enjoy rich content. NOOK Color v1.2 includes a platform upgrade to Android OS 2.2/Froyo, along with support for AdobeŽ AIRŽ and Adobe FlashŽ Player.

… Built on the Android OS, it is fast and easy for third-party developers to deploy existing Android-based apps to NOOK Color’s open eReading platform. With the v1.2 update, Adobe AIR is available pre-installed on the NOOK Color eReading platform, allowing developers to create and deliver rich and interactive applications for NOOK Color using tools in Adobe Creative SuiteŽ 5.5 including Flash Builder™ 4.5, and Flash Professional CS 5.5. Developers can learn more about the tools and resources available to create AIR and native Android applications for NOOK Color on the NOOK Developer portal.Barnes & Noble will continue to work with the development community – including the program’s more than 5,000 registered parties – to bring NOOK Color customers the highest quality apps, through a simple, organized method of discovery through the Shop experience. The number of NOOK Apps will continually expand as new applications are added to the growing collection. The NOOK Developer program continues to experience strong momentum with hundreds of developer requests to qualify for application submission in the three weeks since Barnes & Noble opened its submission process for qualified registrants and introduced a new suite of tools and services to accelerate application delivery and distribution.

Developers are invited to join and qualify to submit their applications by visiting www.nookdeveloper.com. Unlike other developer programs, there is no program fee for developers to participate in NOOK Developer. Developers who qualify will be able to submit paid and free apps and will receive 70 percent of any paid app purchased by Barnes & Noble customers. Developers also have the option to offer free trials to NOOK Color users.

Barnes & Noble Quickly Hits 1 Million NOOK Apps™ Downloads by NOOK Color™ Customers [May 16, 2011]

Milestone Reached Just One Week After NOOK App Shopping Made Available to All NOOK Color Customers
– Angry Birds, Drawing Pad, Fliq Calendar and Pulse Among Most Popular Apps

Barnes & Noble Introduces The All-New NOOK™, The Simple Touch Reader™ [May 24, 2011]

– Best Battery Life Ever – Up to an Incredible Two Months on a Single Charge
– Ultra-Light and Compact for Optimal Portability, Lighter than a Paperback
Full Touchscreen with E Ink(R) Pearl Display Technology for Reading Anywhere
– Optimized Display Performance Offers 80 Percent Less Flashing than Any Other eReader for the Most Immersive Reading Experience
– The Most Intuitive, Easy-to-Use eReader for Everyone
Barnes & Noble Expert Recommendations, Plus the Most Social Reading Experience with NOOK Friends™
– Pre-Order for $139 in Time for Father’s Day and Summer ReadingBarnes & Noble, Inc. (NYSE: BKS), the world’s largest bookseller, today expanded its bestselling digital reading offering with the All-New NOOK, The Simple Touch Reader. With a full touchscreen, NOOK™ features record-setting, extra-long battery life on the easiest-to-use, ultra-light, portable 6-inch eReader with the most-advanced E Ink Pearl display, and the world’s largest bookstore available by Wi-FiŽ. Now available for pre-order at www.nook.comand at Barnes & Noble stores for just $139, NOOK will begin shipping on or about June 10. Barnes & Noble adds the All-New NOOK, a significant leap forward in the dedicated eReader category, to a product line that includes the bestselling NOOK Color™, the only Reader’s Tablet™. Based on the success of the NOOK product line, combined with focus on the absolute best reading experience, Barnes & Noble now claims more than 25 percent of the digital book market – just 18 months after launching NOOK 1st Edition™.

Barnes & Noble has always recognized the simplicity and ease that the element of touch brings to its NOOK product line, and the All-New NOOK is no exception. With a simple tap to the 6-inch touchscreen, it’s intuitive and easy to navigate, shop and read. Customers can look up words, highlight passages, adjust the font size and style or search by typing on the responsive on-screen keyboard that appears only when a customer needs it. The paper-like E Ink display features crisp, clear text that’s great for reading anywhere, even in bright sunlight. The no-glare display offers 50 percent more contrast than NOOK 1st Edition.

At only 7.48 ounces (212 grams), the artfully designed All-New NOOK is lightweight and thin – 35 percent lighter and 15 percent thinner than NOOK Wi-Fi 1st Edition™.  Lighter than a paperback, NOOK’s sleek but durable, compact design (6.5 inches high by 5 inches wide by 0.47 inches deep) makes it easy to fit in a jacket, pocket, purse or backpack, holding up to 1,000 digital books and more personal content using the expandable memory slot. Its ergonomic, contoured design with a soft-touch back makes it easy and comfortable to read, even with just one hand, and for extended periods of time.  And thanks to best-in-class battery life, read for up to 2 months on a single charge with Wi-Fi off – that’s twice as long as the other leading eReader available.

Barnes & Noble’s use of the latest-generation E Ink screen and proprietary technology offers unmatched performance on the All-New NOOK, delivering a seamless and immersive reading experience. NOOK offers 80 percent less flashing than other eReaders – whether turning pages, browsing for books or scrolling through your library. Page turns are lightning fast, using the touchscreen or well-placed side buttons, and with the new Fast Page™ feature, just press and hold a side button to quickly scan through content and skip right to the desired section.

“We set out to design the easiest-to-use, most optimized, dedicated reading device ever created and accomplished it with the All-New NOOK,” said William Lynch, Chief Executive Officer of Barnes & Noble. “Touch makes it simple to use, and the beautifully compact design makes it the most portable eReader in its class. Add to that an unmatched battery life, the most advanced paper-like touch display on the market and wireless access to the world’s largest digital bookstore, and we believe that for readers of all ages, the All-New NOOK is the best eReader on the market, and a great value at $139.”

The World’s Largest Bookstore in Your Pocket
With the All-New NOOK, customers can enjoy a wide variety of digital content, all at their fingertips. Shop for everything from new releases and current bestsellers to classics and more, all in a single search. The NOOK Bookstore™ offers one of the most expansive digital catalogs of more than two million books, magazines and newspapers. Enjoy helpful recommendations from Barnes & Noble’s experts, personalized based on customers’ favored authors and genres, to decide what to read next. Have more than 80 popular national and local market newspapers and magazines from the NOOK Newsstand™ automatically delivered to NOOK the moment they’re released, including The Wall Street Journal, The New York Times and USA TODAY, as well as Forbes, Reader’s Digest, Discover, Fast Company and New York magazine. All periodicals are available for subscription with a 14-day free trial or via single copies.

Most NOOK Books™ are $9.99 or less, including most of The New York Times Bestsellers, plus there’s over a million free classics. Enjoy more than 100,000 titles from independent publishers and self-publishing authors using Barnes & Noble’s PubIt!™ digital publishing platform. Young readers will find more than 12,000 NOOK Kids™ chapter books in Barnes & Noble’s world’s largest collection of digital children’s content. Sample NOOK Book titles for free and download all content wirelessly over a Wi-Fi connection in just seconds.

When customers visit Barnes & Noble stores with their All-New NOOK, the shopping and reading experience gets even better. Connect to free and fast Wi-Fi and browse complete NOOK Books for free through the company’s innovative Read In Store™ program and get exclusive content and special promotions through the More In Store™ program. NOOK customers receive access at more than 24,000 AT&T Wi-Fi hotspots, as well as other personal and public hotspots to browse, buy and download new content wirelessly.

Get Social with NOOK Friends
Another way NOOK customers can learn more about great books is through NOOK Friends, an exciting social experience previously available only to NOOK Color customers. From the home page, customers can see book recommendations from friends.  See what your friends have posted about their current read, swap recommendations, share reading status, favorite quotes, and much more. Through TwitterŽ and FacebookŽ integrations, right from their current book, customers can tweet the title they’re reading, post on their Facebook wall and see what their NOOK Friends “like” on Facebook. With Barnes & Noble’s exclusive LendMeŽ technology, you can also lend eligible books to your friends at no cost for 14 days, and see and request to borrow friends’ LendMe books.

And coming in the next few weeks, Barnes & Noble will offer a new custom website, mynook.com, where customers can get recommendations from Barnes & Noble expert booksellers and NOOK Friends, access their NOOK Library™, and manage their device.

Read Your Way
Customers can customize their All-New NOOK and reading experience to their liking. Choose from 7 font sizes and 6 font styles. NOOK owners can personalize their device with one of Barnes & Noble’s screen savers or transfer personal photos (JPG, PNG, BMP and GIF) to make NOOK their own, and choose from a complete line of exclusive, new NOOK accessories (www.nook.com/accessories) to show their style wherever they go. They can also create personalized My Shelves to organize their NOOK Library and group reading content similar to their bookcase.

Read Everywhere
A customer’s entire NOOK Library follows them wherever they go. They can also easily transfer personal EPUB and PDF files to their All-New NOOK device to read documents on the go using the 2GB internal memory or a microSD™ card. Since the All-New NOOK is built on Android™ Operating System 2.1 and uses Adobe technology, device owners can also borrow digital books from their local library, a feature Barnes & Noble has always offered to NOOK device customers. Customers can also read seamlessly, accessing their NOOK Library and sync the last page read across their NOOK devices and their favorite mobile and computing devices using Barnes & Noble’s free line of eReading software (www.bn.com/freenookapps).

Availability
The All-New NOOK can be pre-ordered for $139 today and is expected to begin shipping on or about June 10, making it the perfect gift for dads and grads, and a great addition for every book lover’s summer reading wish list. Experience the All-New NOOK at www.nook.com or at the NOOK Boutiques™ and displays in one of Barnes & Noble’s more than 700 bookstores. With The Barnes & Noble Promise™, the company offers unmatched customer support in neighborhood Barnes & Noble bookstores, as more than 40,000 booksellers across the country are ready to assist customers with setting up their NOOKs or choosing their next great read. The company also continues to provide award-winning customer service support via phone and email. The All-New NOOK will also be available beginning next month at Best Buy, Walmart, Staples and Books-A-Million, along with NOOK Color.

About NOOK™ from Barnes & Noble
Barnes & Noble’s NOOK brand of eReading products makes it easy to read what you love, anywhere you like™ with a fun, easy-to-use and immersive digital reading experience. With NOOK, customers gain access to Barnes & Noble’s expansive NOOK Bookstore™ of more than two million digital titles, and the ability to enjoy content across a wide array of popular devices. The award-winning NOOK Color™ Reader’s Tablet™, the best-value on the tablet market ($249), features a stunning 7-inch VividView™ Color Touchscreen to read all of the content you love, shop popular apps, connect via email, browse the Web and more. The All-New NOOK ($139), the Simple Touch Reader™, is the easiest-to-use 6-inch touch reader, with the longest battery life of any eReader. In Barnes & Noble stores, NOOK owners can access free Wi-Fi connectivity, enjoy the Read In Store™ feature to read NOOK Books™ for free, and the More In Store™ program, which offers free, exclusive content and special promotions. Barnes & Noble was the first company to offer digital lending for a wide selection of books through its LendMeŽ technology, available through NOOK eReading products. Find NOOK devices in Barnes & Noble stores and online at www.BN.com, as well as at Best Buy, Walmart, Staples and Books-A-Million.

In addition to NOOK devices, Barnes & Noble makes it easy for customers to enjoy any book, anytime, anywhere with its free line of NOOK software, available at www.bn.com/freenookapps. Customers can use Barnes & Noble’s free eReading software to access and read books from their personal Barnes & Noble digital library on devices including iPad™, iPhone(R), iPod touch(R), Android™ smartphones and tablets BlackBerry(R), PC and Mac(R). Lifetime Library™ helps ensure that Barnes & Noble customers will always be able to access their digital libraries on NOOK products and software-enabled devices and BN.com. Barnes & Noble also offers NOOK Study™ (www.nookstudy.com), an innovative study platform and software solution for higher education, NOOK Kids™ (www.nookkids.com), a collection of digital picture and chapter books for children, and NOOK Books en espańol™ (http://www.barnesandnoble.com/ebooksenespanol), the first-ever Spanish language digital bookstore in the United States.

For more information on NOOK devices and eReading software, updates, new NOOK Book releases, Free Friday™ NOOK Books and more, follow us on www.twitter.com/ebooksbn and www.facebook.com/nookbn.

Nook Color e-book reader review from Consumer Reports [Nov 17, 2010]

Barnes & Noble Expands Award-Winning NOOK Color™ Reading Experience with the Most Requested Tablet Features [April 25, 2011]

– Reader’s Tablet™ Now Offering Popular Apps, Email, Enhanced Web Experience and New Rich Content for Adults and Children
– Customers Can Explore One of World’s Largest Digital Bookstores Featuring New NOOK Apps™, More than 2 Million Books, 150 Interactive Magazines and Newspapers and More Than 12,000 Children’s Chapter and Picture Books
– At Only $249, the Easy-to-Use, Full-Featured NOOK Color is the Best Value in the Tablet Market, Offering a Great Alternative to Expensive Tablets
– Exciting Free Software Update Now Available to All Current and Future NOOK Color CustomersBarnes & Noble, Inc. (NYSE: BKS), the world’s largest bookseller, announced today that it added significant new features and content to the NOOK Color Reader’s Tablet, making what has already been acclaimed as the best reading device on the market, the best tablet value on the market at just $249. With a major update to its bestselling device, Barnes & Noble is delivering more of what NOOK Color customers want: shopping a broad collection of popular apps, staying connected with full-featured, built-in email and an enhanced Web experience. In addition, NOOK Color’s reading experience gets even better with enhanced books featuring in-page video, new interactivity in digital children’s picture books, and now over 150 interactive magazines and newspapers, including new popular titles like The Economist and Food & Wine. All current and future NOOK Color customers can experience all of the great new features in v1.2 now available at www.nookcolor.com/update and provided for free over the air (OTA) via Wi-Fi to customers beginning next week.

“NOOK Color offers the best reading experience of any device, and now delivers the most popular tablet features such as engaging apps so customers can play, learn and explore, free, built-in email, an Android operating system update for enhanced Web browsing and more interactive content,” said William Lynch, Chief Executive Officer of Barnes & Noble. “With our new NOOK Apps program, we’ve partnered with the world’s best publishers and developers to offer popular brands like Angry Birds, Epicurious, Uno, Lonely Planet, Dr. Seuss, Little Critter and many more quality and entertaining applications. These and other enhancements, plus new ways for adults and children to experience exciting content, make NOOK Color a great alternative to paying double the price – or more – for an expensive tablet. Our easy-to-use, full-featured Reader’s Tablet is available for only $249, and presents the best value of any tablet on the market.”

Introducing NOOK Apps
NOOK Color customers can get even more out of their Reader’s Tablet – built specifically for reading and complementary experiences – with a collection of top quality apps specially designed to take advantage of NOOK Color’s stunning 7-inch color touchscreen and to keep the whole family entertained, engaged, connected and organized. Enjoy great games like Angry Birds, Uno and More Brain Exercise, and stay up-to-date on news and weather with Pulse and My-Cast. Learn new languages with Lonely Planet Phrasebooks apps, and try new recipes with the app from Epicurious. Keep sharp with pre-loaded crossword puzzles, chess and Sudoku. Stay organized with calendar apps, relax with streaming music from PandoraŽ Internet Radio and spark creativity in children with Drawing Pad and more fun apps made just for kids like Sandra Boynton’s Going to Bed Book.

NOOK Color customers can easily discover and download apps in seconds from Shop on NOOK Color, so they can browse complementary apps alongside books, magazines and other content. Customers can explore a growing collection of more than 125 favorite NOOK Apps from leading third-party developers and content providers in categories including Play, Organize, Learn, Explore, Lifestyle, News and Kids. The NOOK Apps offering will continually expand as new high-quality applications, optimized for NOOK Color, are added from the large and growing number of qualified developers and content providers submitting their applications through the company’s new app submission process.

Barnes & Noble offers a selection of free NOOK Apps – including calendar and notes apps, requested by NOOK Color customers – and paid apps, with approximately half of the collection available for $2.99 or less and the vast majority priced at $5.99 or less. Customers will easily find their newly downloaded or preloaded apps by tapping the NOOK Apps button on the Quick Nav menu or Apps section in their library, as well as through the newly refined search. All updated NOOK Color devices will now include NOOK Email™ and NOOK Friends™ apps preloaded in addition to Pandora Internet Radio, Crossword Puzzle, Sudoku, Chess, Contacts and Gallery.

Stay Connected with Email
NOOK Color now helps customers stay connected with the full-featured free NOOK Email application built in to organize Web mail accounts in one inbox. Given NOOK Color’s compact design that fits easily into a purse, jacket or bag, email was one of the most-requested features requested by customers. Connect to Wi-Fi to check and send emails with a full-screen virtual keyboard, making it easier than ever to stay in touch while on the go. NOOK Email works across the top Web mail services including Yahoo! Mail, Gmail™, AOL and Hotmail.

Updated Platform and a More Complete Web Experience
NOOK Color’s update to Android OS 2.2/Froyo offers system improvements, enhanced browser performance and a more complete Web experience giving customers access to enjoy even more video, interactive and animated content. NOOK Color now includes support for AdobeŽ FlashŽ Player. Surfing the Web is even better with the ability to easily switch between larger desktop or mobile Web experiences and enhanced pinch and zoom. Additional enhancements include improved global search and quick settings such as battery indicator, shortcuts to settings and audio.

Enhanced Reading Experience and More New Rich, Interactive Content to Enjoy
Designed for people who love to read everything in rich color, NOOK Color now has even more engaging and rich content, plus a sliding page turn animation, requested by customers. Easily access personal files transferred to NOOK Color on your customized Home screen.

By exploring Barnes & Noble’s more than 2 million digital titles, one of the world’s largest collections of digital reading content, customers will find even more exciting and engaging content to enjoy on NOOK Color.

  • NOOK Kids™: Barnes & Noble’s state-of-the-art NOOK Kids digital picture book experience – the first with the innovative Read to Me™ feature – has been expanded with 15 new Read and Play™ titles that bring animation, activities and stories together. In NOOK Color’s innovative Read and Play books, children can interact with their favorite characters and enjoy activities built right into the story they’re reading. Whether it’s drawing with Fancy Nancy or making the dogs go in Go, Dog, Go!, parents and children will enjoy narration, animation and interactivity that fits into the story and plot lines of new Read and Play titles including Splat the Cat, Are You My Mother?, Caps for Sale, Little White Rabbit and more, now available to explore and enjoy.

With more than 350 NOOK Kids digital picture books and more than 12,000 children’s chapter books, Barnes & Noble offers the world’s largest collection of digital content for children. Children can choose stories featuring popular characters like Nickelodeon’s Dora The Explorer and SpongeBob SquarePants, and Disney favorites like Mickey and Minnie Mouse, Snow White and Cars.

  • NOOK Books™ Enhanced: Watch that appetizing recipe being made step-by-step or learn how to perfect yoga poses with embedded video and audio in cookbooks, health and fitness, biography, photography and travel books, along with other interactive content on NOOK Color. With more than 225 multimedia titles (and growing), Barnes & Noble offers instructive content including Knitting for Dummies, You: Raising a Child and ELLE: Workout Yoga starring Brooklyn Decker. Learn more about bestselling books from authors including David Baldacci, Pat Conroy, Russell Brand, Keith Richards and many more.
  • NOOK Newsstand™: Dozens more favorite magazines and newspapers are now available on NOOK Color – the first reading device to offer popular newsstand titles in rich, full color. From Us Weekly and Elle to The New York Times and The Wall Street Journal, NOOK Newsstand delivers your morning paper and latest magazines right to your NOOK Color, ready to read in an amazing new way. With enhancements to magazine navigation on NOOK Color, it’s even easier to enjoy the full-color, digital edition of the print magazine, including Barnes & Noble’s innovative ArticleView™ feature.  Barnes & Noble continues to build its NOOK Newsstand offering, now with more than 150 top full-color magazines and newspapers including recent additions such as OK! Magazine, ESPN The Magazine, Travel + Leisure, National Geographic Kids, Every Day with Rachael Ray, Dwell, Outside, Saveur, The Onion, PC Gamer, Family Handyman and many more. All can be enjoyed with a 14-day free trial, via subscription or purchased in single issue form.

Get Social with NOOK Friends
With the new NOOK Friends App (Beta), NOOK Color creates the go-to social network for people who love to read, and offers even more ways to connect. Customers can create a group of NOOK Friends to easily swap books, get a friend’s take on a new bestseller, discover great new reads or see if someone’s enjoying a book they recommended on the Friends’ Activity tab. NOOK Color customers can view their NOOK Friends’ content ratings and reviews, shared quotes, recommendations and how they’re progressing on their latest book. Check out all or individual NOOK Friends’ LendMe™ books available and track all current and pending sharing activity. Updates to NOOK Color also make it easy for customers browsing the great content available in Shop to share which products they “Like” on Facebook and view how many other Barnes & Noble customers “Like” it, too.

NOOK Color v1.2 Now Available
NOOK Color customers can experience all of the great new features in v1.2 immediately at no cost via manual download at www.nookcolor.com/update. A free over-the-air (OTA) update will begin rolling out to customers via Wi-Fi over the coming weeks. Experience the new NOOK Apps and other exciting new features at the NOOK Boutique™ or display in one of Barnes & Noble’s more than 700 bookstores across the country or by visiting www.nookcolor.com. NOOK Color, along with NOOK devices, can also be found at Best Buy, Walmart, Staples and Books-A-Million.

Barnes and Noble NOOK COLOR eBook Reader Tablet [Nov 7, 2010]

Nook Color Goes Froyo [April 25, 2011]

Nook Color Review: Get the Scoop on the Barnes & Noble Nook Color [eBook Readers Resource, Feb 16, 2011]

As one would anticipate, the 7-inch, 1024 x 600 resolution LED-backlit color screen takes up most of the front portion of this reader. Note that the In-Plane Switching (IPS) display utilized here is the same screen technology used in Apple’s iPads and iMacs. Barnes & Noble however, has customized the Nook with its proprietary VividView technology which fully laminates the screen coating, thereby significantly reducing the glare.

… despite its VividView treatment, the Nook Color’s IPS display remains pretty reflective, thus, it still doesn’t quite match up to e-ink technology when it comes to providing a glare-free reading experience.

Nook Color review [Engadget, Nov 16, 2010] (emphasis is mine)

It’s hard to believe we’re already writing a review of the Nook Color, considering Barnes & Noble’s first foray into the e-reader world was revealed just over a year ago. In that time, the company has gone from no presence in e-books to owning 20 percent of the marketshare, and now has moved from a somewhat sluggish hybrid E-Ink / LCD device to a full color, tablet-like product. …

… the front of the device is eaten up mostly with that 7-inch, 1024 x 600 IPS display. …

… As we said, the screen is of the 7-inch LCD variety, and at the 1024 x 600 resolution, looks reasonably dense (from a pixel perspective) with a 178-degree viewing angle. Barnes & Noble is particularly proud of the screen, which the company says utilizes its “VividView” treatment to provide less glare. What that really means is that the screen coating is fully laminated against the display itself, making for less tiny, almost-imperceptible unglued areas which can catch light. Still, the display is pretty reflective, making reading in bright locations (like on a subway with stark fluorescent lighting) sometimes difficult. …

… Web browsers and gaming aside, the main focus of the Nook Color is that it’s an e-reader — so how does it fare in that department?

First let’s get something out of the way. Obviously this isn’t an E-Ink screen, so you have to decide if you’re on board or not for reading on an LCD display. If you’re entertaining an iPad or Galaxy Tab, we’ll assume this screen technology is not going to deter you from using the device as a reader. For us, the display tech isn’t a major hang-up — in fact, lots of the staff have been using iPads as reading devices with little to no trouble.

So as far as screen tech goes, the Nook Color looks gorgeous as an e-reader for standard books and goes one step beyond, delivering magazines and children’s books the way they were meant to be viewed. For standard e-book reading, there are tons of options for formatting, fonts, and coloring — even those with poor eyesight should be able to find settings that make the reading experience enjoyable. We really liked reading with the Color, and even though the device doesn’t sport animated page turns (a la the iPad), it does offer great options for notation and word or phrase discovery (you can do dictionary, Google, and Wikipedia searches right from a contextual menu). We also loved that you’re able to share quotes or info about what you’re reading via email, Twitter, or Facebook.

For magazines, the reading format is a bit different. The full pages of the magazine are displayed on the screen, and you can swipe left and right to move through them. What’s even better, however, is a scrubber (for lack of a better term) that you’re able to bring up just below your magazine content which lets you quickly jump through the magazine and then zoom into a page you want to read. We found this option great for skipping ads. Once in a magazine page, you can zoom and pan to see photos up close or read, but the Nook Color also provides a novel (no pun intended) option called ArticleView which lets you break out text on the page into a strip down the middle of the screen with plain, clearly readable content inside. It’s a great idea that worked most of the time. Sometimes, on pages with lots of captions or cutaway text it didn’t seem to capture everything. As avid magazine readers, we really love the option of a unified method of getting periodicals, and the Nook Color is the first device to actually show that it can be done without a tremendous amount of effort (and surprisingly little lost). There’s clearly room to grow in this area (and a lot of content still to nab — the current magazine catalog is only about 70 strong), but we like where it’s headed. We hate to beat a dead horse, but as with the rest of the interface, the magazine experience is hampered by the sluggishness of the UI.

The Nook Color also offers newspapers delivered daily, but we’re not quite as psyched on the layout of the traditional dailies. We found the page ordering and design of these digital editions confusing and clunky. There’s likely a hybrid of what Barnes & Noble is doing with magazines and what the company does with books for these publications — but the current state of daily papers is a bit of a mess on the platform.

The final piece of the puzzle is B&N’s push into the kids’ book market with its new formatting that not only allows children and their parents to page through full color versions of popular kids titles, but introduces a “read to me” function. The premise is rather simple: a professional voice actor reads the copy out loud through the Nook Color’s speaker, and a child can follow along. We’re sure this will be a quality addition to a parent’s arsenal of options for keeping the kids happy. We did have a few issues with some audio skipping early on in one of the books we tested, but it went away quickly and didn’t return. The kids books also offer a scrubber similar to the one found in the magazine section. One thing of note — loading these volumes takes a little more time — though overall the feature worked as advertised.

Microsoft on five key technology areas and Windows 8 –UPDATED [Dec 15, 2012] with full content up to delivery and change of command

After this update there are three detailed sections in the post:

  1. Julie Larson-Green’s and her team journey to build the new Windows 8 and Windows Live experience and getting to the top of the whole product group
  2. The follow-up posts to the original May 2011 one
  3. The original May 2011 post, which described the five key technology areas for the Windows 8 journey which Microsoft earlier (in H2 CY2009]
    – identified to transform the industry over the next few years, and
    – was committed to investing and innovating and leading

    These were:

    1. Natural user interface
    2. Natural language
    3. HTML and JavaScript
    4. Chip and form factors
    5. The cloud

As the end-result of that effort we had delivery shown in Microsoft Windows 8 – Launch Event Keynote Highlights [HD] [BuildingWindows YouTube channel, Oct 28, 2012]

Steven Sinofsky, President, Windows from [0:01] to [1:42]; Julie Larson Green, Corporate Vice President, Windows Program Management and Michael Angiulo, Corporate Vice President, Windows Planning, Hardware & PC Ecosystem [1:49] to [4:28]; Steve Ballmer, CEO from [4:30] to [6:43].

Then came:
Steven Sinofsky, ex Microsoft: The victim of an extremely complex web of the “western world” high-tech interests [this same ‘Experiencing the Cloud’ blog, Nov 13-20, 2012]
resulting also in Julie Larson Green’s promotion to the top job of leading all Windows software and hardware engineering, and in her membership in the Senior Leadership Team of Microsoft.

All this during quite a turbulent year at Microsoft, with quite a lot at stake, as shown in:
2012: A Year of Microsoft Milestones [Microsoft YouTube channel, Dec 12, 2012]

From Windows 8 to Surface to ‘Halo 4,’ 2012 was a momentous year for Microsoft. See how Microsoft is building its devices and services foundation for the year to come.

Going into the detailed sections below (including the linked posts in the second section) you will be able to judge for yourself how much Microsoft would be able to transform the ICT industry over the next few years. All this is, certainly, in addition to your own experience with Windows 8 on a proper touch device. Your own experience should also last as long as from two days to two weeks depending on how deep you are involved in the old way of doing things with mouse and keyboard, as well your degree of resistance to change.


1. Julie Larson-Green’s and her team journey
to build the new Windows 8 and Windows Live experience
and getting to the top of the whole product group

Update: When she started the journey:
Interview with Julie Larson-Green about Office 2007 and Windows 7 [BryZad YouTube channel, Nov 21, 2009]

Her Microsoft Office achievement is well described in the description of her 2008 Outstanding Technical Leadership award:

In revamping the interface of Microsoft Office 2007, Larson-Green effected a paradigm shift in one of the company’s most successful products.
“At first, no one wanted to change Office dramatically,” says Julie Larson-Green, who was tasked with overseeing a reimagining of the product’s end-user interaction and overall experience in the fall of 2003. Larson-Green’s leadership of Microsoft Office 2007’s redesign, the most radical revamp in the product’s history, required immense courage and conviction, to which this award attests.
A specialist in user-interface design, Larson-Green began working with Office in 1997, when she program-managed FrontPage. She subsequently helmed UI design for Office XP and Office 2003, which had evolved into a large organization of carefully negotiated compromises among the application suite’s various programs. Although Office’s great success was based on customer familiarity, the Customer Experience Improvement Program was indicating that users, while basically happy with the product, were increasingly either unaware of (possibly redundant) functions among Office’s different programs or frustrated by the amount of training necessary to use an astonishingly complex set of commands, dialogs, and interaction modes.
After deciding that Office needed to be made easier to use, Larson-Green’s team arrived at the elegant solution of the browsable Ribbon (or Office Fluent user interface) and its contextual cousins that united the product’s common capabilities and ease of experimentation. “The breakthrough,” Larson-Green says, “arrived with contextualizing the user interface and realizing that all of the product’s features didn’t have to be present all the time.”
SELLING THE REDESIGN
As development of Office 2007 proceeded, Larson-Green was confronted with the equally formidable task of selling the redesign across Office’s various programs. “Our biggest challenge,” she says, “was convincing people that we had an idea that would work.” Heavily invested in the earlier version, the Word, Excel, Outlook, and other organizations were initially reluctant to relegate control to an umbrella design team. Even more significant, Larson-Green had decided not to compromise the integrity of Office 2007 with the safety net of a “classic mode.”
It’s difficult to change the direction of a large organization at the best of times. It’s even more difficult when the goal is still incomplete. Larson-Green’s ability to argue her vision without necessarily being able to address myriad objections in detail is a remarkable trait in a data-driven culture such as Microsoft’s. One by one, however, the suite’s principals bought into the design as it was being tested and fleshed out.
Office 2007 shipped to nearly universal critical acclaim in January 2007, and Larson-Green was promoted to corporate vice president of program management for the Windows Experience. As with Office 2007, she plans to identify and solve customer problems, which will in turn drive a new design and its subsequent engineering. “In the old world,” she notes, “coding would start and design would kind of evolve with the coding.”
COLLABORATIVE EFFORTS
Flattered by her nomination for the Outstanding Technical Leadership Award, Larson-Green admits to shock at winning. “I was very pleased,” she says, “but also kind of embarrassed. I may have been the ringleader, but I couldn’t have done it without a lot of help from a lot of people.” She cites principal Office User Experience Team Program Manager Jensen Harris, Product Design Manager Brad Weed, General Manager Dave Barthol, and Test Manager Sean Adridge as key collaborators.
As for the prize, Larson-Green will treat its dispensation as a family affair. “Unless we all agree on one, we’re going to split the award and each pick a charity,” she says. “My seven-year-old son has already decided he wants to do something with animals. My fifteen-year-old daughter wants to do something with children. And my economist husband is doing all the research on how much money goes to programs versus administration.”
View Larson-Green’s official press profile.

Update: When she delivered:
Windows 8 Launch Live Event Part 1 – 25/10/2012 [LiveSports TechNews YouTube channel, Oct 25, 2012]

Windows 8 Launch Live Event Part 2 – 25/10/2012 [LiveSports TechNews YouTube channel, Oct 25, 2012]

After that an Interview with Microsoft’s Windows Program head, Julie Larson-Green [VentureBeat YouTube channel, Oct 25, 2012]

 

Update: before the promotion on Nov 12, 2012 to lead all Windows software and hardware engineering, and becoming member of the Senior Leadership Team of Microsoft, her official corporate biography [Microsoft, Oct 25, 2012] was as follows:

As corporate vice president of program management for Windows at Microsoft Corp., Julie Larson-Green oversees the design and delivery of the Windows operating system. Leading a team of technical engineers, her responsibilities include program management, design research and development of all international releases for Windows 8.
Larson-Green joined Microsoft in 1993 and has focused on technical design and development throughout her career. As a program manager in Development Tools and Languages, she was instrumental in several releases of Visual C++ for 32-bit operating systems and led the development of Microsoft’s first customizable integrated development environment for Windows. Moving to the Windows team, she was responsible for the Internet Explorer 3.0 and Internet Explorer 4.0 user experiences, including features related to the Web-integrated Windows desktop.
Continuing her focus on end-user software, Larson-Green joined the Office team in 1997 and led program management for Microsoft SharePoint and Microsoft FrontPage, including the early work in information worker servers. More recently, she has been responsible for leading the user interface design for Microsoft Office XP, Microsoft Office 2003 and the 2007 Microsoft Office system, which was lauded for its innovative reinvention of the user experience for productivity software. Before Windows 8, Larson-Green served as corporate vice president of Windows Experience for Windows 7, charged with leading the design and development of the Windows 7 OS.
Before joining Microsoft, Larson-Green was a senior development engineer at a Seattle-based company that created leading desktop publishing software. She has a master’s degree in software engineering from Seattle University and a bachelor’s degree in business administration from Western Washington University. A native of Washington state, she lives there with her husband, who is a university professor, and her two children.

This time she had her earlier key collaborator, Jensen Harris again to lead the program management of the user experience. Watch Harris’ presentation about The Story of Windows 8 [keynote on the UX Week, Aug 21, 2012, published on vimeo on Oct 25, 2012] as it is extremely important to the whole story:

UX Week 2012 | Jensen Harris | The Story of Windows 8 from Adaptive Path on Vimeo.

… [26:04] David Pierce said [in The Verge that] the Start Screen [of Windows 8] feels like a house made out of the Internet

The 5 Microsoft (previously Metro) design [style] principles he is talking about

  1. Do more with less, i.e. “fierce reductionism for every piece of UI”
  2. Authentically digital, i.e. “skeumorphism … removing decoration, ornamentation in a ‘Bauhaus‘ style … content over chrome … as in the [3d party] my History Digest application … icons reimagined as tiles”
  3. Pride in craftsmanship, i.e. “caring about every detail … getting details perfect … typographic grid underlying everything on the screen”
  4. Be fast and fluid, i.e. “… feel broadcast TV quality … as in the [3d party] Cocktail Flow application …”

  5. Win as one, i.e. “… have a product feel as designed by one person …”

With the goal of having one device for consumption and productivity

“New Microsoft led by principled design” as the result of all that 

About

Jensen Harris is Director of Program Management for the Windows User Experience Team.

He has worked at Microsoft since 1998. Prior to his current job, he was the Group Program Manager of the Microsoft Office User Experience Team, where his team redesigned the user interface for Office 2007 and Office 2010, adding the Ribbon, Live Preview, Backstage View, and other innovations.

Jensen attended Yale University and Interlochen Arts Academy, graduating with degrees in music composition.

For completeness some additional information from Jason Harris:
Windows 8 Consumer Preview: Product Demo [WindowsVideos YouTube channel, Feb 28, 2012]
Creating the Windows 8 user experience [Building Windows 8, May 19, 2012], highly recommended reading as gives all the background information, from Windows 1 released in 1985 upto Windows 8.
Windows 8 UI vision mockups from 2010 [a 3d party report from the UX Week video]
Jensen Harris: Windows 8′s lockscreen photos are design easter eggs [a 3d party report from the UX Week video]
8 traits of great Metro style apps [Channel 9 video of Jansen Harris’ Build2011 session, Sept 13, 2011]
Notes from BUILD – Day 1 – Big Picture Session 1 – Jensen Harris on 8 Traits of Great Metro Style Apps [Oct 6, 2011]
bldwin – 8 traits of great Metro style apps (notes in German about Jansen Harris’ Build2011 session) [Sept 13, 2011]
– regarding his earlier achievements see The Story of the Ribbon [Jensen Harris: An Office User Interface Blog, March 12, 2008] with video and slides embedded

And Jensen Harris had a team behind him as well. From that team Bonny Lau, Senior Program Manager, Windows User Experience Team had been the most active member. Here she is briefly talking (click to the link which follows) in a concise way about the same subject what Harris was talking about in great detail a year earlier:
8 traits of great Windows Store apps [Channel 9 video, Oct 18, 2012]

The 8 traits she is talking about:

  1. Microsoft design style
  2. Be fast and fluid (the Cocktail Fow 3d party app is shown again)
  3. Snap and scale beautifully
  4. Use the right contracts
  5. Invest in a great tile
  6. Feel connected and alive
  7. Roam to the cloud
  8. Embrace Microsoft design style principles

Her related materials:
Creating Metro style apps that stand out from the crowd [Windows 8 app developer blog, July 12, 2012] using the “Food with friends” application shown for Microsoft design style (in Jason Harris’ UX Week keynote as well to illustrate by him the Do more with less design style principle) as an example for development
Make great Windows Store apps (Windows) as her contribution to “Getting started” MSDN materials for developers
Designing UX for apps as contribution from her team to MSDN documentation with everything including samples to learn from
– earlier she was with Microsoft Project 2010 Scheduling Engine Project 2010: Bonny Lau [MSFTProject YouTube channel, Oct 28, 2009]

Finally here is a light talk of Bonny Lau about Windows 8 User Experience [MSUserCommunity YouTube channel, Sept 18, 2012]

Do design principles hinder innovation? Bonny Lau explains the reasoning behind theWindows 8user experience and urges developers to leverage design templates as a starting point (not an end point) for design, to push the envelope and build great looking apps.Learn how to make your app the best experience for your users at Generation App. Ready to Get Started? 1.Visit the Windows Developer Center for a myriad of sample, docs and guidelines: http://bit.ly/PwV3sE 2.Join the Generation App program and get a jumpstart building your Windows Store app. http://bit.ly/PwVi6R

Update: The Woman Charged With Making Windows 8 Succeed [MIT Technology Review, Dec 13, 2012]

In a Q&A, Julie Larson-Green explains why Microsoft felt it was necessary to rethink an operating system used by 1.2 billion people.

imageAs the head of Windows product development at Microsoft, Julie Larson-Green is responsible for a piece of software used by some 1.3 billion people worldwide. She’s also the person leading the campaign to introduce as many of those people as possible to Windows 8, the dramatic redesign of the iconic operating system that must succeed if Microsoft is to keep pace with a computing industry now shaped more by phones and tablets than desktop PCs.

Windows 8 throws out design features familiar to Windows users since 1995, swapping in simpler, bolder interfaces designed to be operated using a touch screen. The release of the Surface, a device somewhere between a tablet and laptop, also sees Microsoft break its tradition of leaving the building of hardware to other companies.

Larson-Green took over the role a few weeks ago, after Microsoft veteran Steven Sinofsky left amid rumors of personal disputes with other Microsoft executives. However, Larson-Green has long been a senior figure inside the Windows division and even took the lead on drawing up the first design brief for Windows 8. An expert in technical design, she also led the introduction of the novel, much copied “ribbon” interface for Microsoft Office, widely acknowledged as a major improvement in usability.

Larson-Green met last week with Tom Simonite at Microsoft’s campus in Redmond, Washington.


Why was it necessary to make such broad changes in Windows 8?

When Windows was first created 25 years ago, the assumptions about the world and what computing could do and how people were going to use it were completely different. It was at a desk, with a monitor. Before Windows 8 the goal was to launch into a window, and then you put that window away and you got another one. But with Windows 8, all the different things that you might want to do are there at a glance with the Live Tiles. Instead of having to find many little rocks to look underneath, you see a kind of dashboard of everything that’s going on and everything you care about all at once. It puts you closer to what you’re trying to get done.

Windows 8 is clearly designed with touch in mind, and many new Windows 8 PCs have touch screens. Why is touch so important?

It’s a very natural way to interact. If you get a laptop with a touch screen, your brain clicks in and you just start touching what makes it faster for you. You’ll use the mouse and keyboard, but even on the regular desktop you’ll find yourself reaching up doing the things that are faster than moving the mouse and moving the mouse around. It’s not like using the mouse, which is more like puppeteering than direct manipulation.

In the future, are all PCs going to have touch screens?

For cost considerations there might always be some computers without touch, but I believe that the vast majority will. We’re seeing that the computers with touch are the fastest-selling right now. I can’t imagine a computer without touch anymore. Once you’ve experienced it, it’s really hard to go back.

Did you take that approach in Windows 8 as a response to the popularity of mobile devices running iOS and Android?

We started planning Windows 8 in June of 2009, before we shipped Windows 7, and the iPad was only a rumor at that point.

I only saw the iPad after we had this design ready to go. We were excited. A lot of things they were doing about mobile and touch were similar to what we’d been thinking. We [also] had differences. We wanted not just static icons on the desktop but Live Tiles to be a dashboard for your life; we wanted you to be able to do things in context and share across apps; we believed that multitasking is important and that people can do two things at one time.

Can touch coexist with a keyboard and mouse interface? Some people have said it doesn’t feel right to have both the newer, touch-centric elements and the old-style desktop in Windows 8.

It was a very definite choice to have both environments. A finger’s never going to replace the precision of a mouse. It’s always going to be easier to type on a keyboard than it is on glass. We didn’t want you to have to make a choice. Some people have said that it’s jarring, but over time we don’t hear that. It’s just getting used to something that’s different. Nothing was homogenous to start with, when you were in the browser it looked different than when you were in Excel.

I wonder if you’re experiencing a little déjà vu, after previously leading a radical change to the interface for Office that initially met with complaints.

Yes! A lot of it is familiar. Some people who review it for a shorter period of time may not feel how rich it really is. We’re going for the over time impression rather than the first 20 minutes out of the box. We’ve found that the more invested you were in the old way, the more difficult the transition is, which is unfortunate because we first hear about everything in the tech press. Those are the ones that we knew up front are going to have the most challenge.

How long does it take people to adjust?

Two days to two weeks is what we used to say in Office, and it’s similar in Windows 8. We do a “living with Windows” program where we watched people over a series of months in their household. A lot of people don’t have trouble upfront.

What data do you have on how people buying Windows 8 are reacting?

When you sign into your Windows PC, one of the things you get asked is whether you’ll be part of our customer experience improvement program, and if you will, then you’re sending some data to us. Everyone gets asked that. We get terabytes and terabytes of data every day, and we can’t possibly use it all. So far we’re seeing very encouraging things. Over 90 percent of customers, from our data, use the charms and find the start screen all in the first session. Even if you’re a desktop user, over time there’s a cutover point around six weeks where you start using the new things more than the things you’re familiar with.

Microsoft has chosen to make its own hardware for Windows 8 with the Surface tablets. Why not leave that to the equipment manufacturers, as you’ve done in the past?

It was a way to test our hypothesis of a new way of working. It takes time for individuals to adjust, but it also takes time for the industry to adjust to new things—all the complicated things about the supply chain and issues like what sizes of glass gets cut. Surface is our vision of what a stage for Windows 8 should look like, to help show consumers and the industry our point of view on what near perfect hardware would look like. We believe in Surface as a long-term product, but we know that partners will have other innovations and ideas. One of the things that’s always been nice about Windows is choice—you’re not locked into one size, one shape, one color, one version.

Your predecessor, Steven Sinofsky, was widely credited with driving Microsoft to create Windows 8 through sheer force of will. Is that true?

Steven is an amazing leader and an amazing brain and an amazing person, but one person can’t do everything. It’s really about the team that we created and the culture that we created for innovation.

What changes now that you’re in charge?

Not a whole lot. I’ve worked directly with Steven for seven years but known him for the whole 20 years I’ve been at Microsoft. We think a lot the same about what the role of Windows is in society, what computing looks like, and getting people on board with that point of view.

Now that Windows 8 has been released, what are you and your team doing now?

We didn’t really slow down. There are always new technologies to think about that can be helpful to people.

Read more about Microsoft’s efforts to track users’ reaction to Windows 8: Microsoft Has Been Watching and It Says You’re Getting Used to Windows 8.


2. The follow-up posts to the original May 2011 one


3. The original May 2011 post

Windows 8 on ARM expected to appear by the end of 2011 [DIGITIMES, May 24, 2011] (emphasis is mine)

Tablet PCs that adopt Windows 8 and ARM-based processor are expected to appear by the end of 2011, but due to the platform lack of system performance, the platform will be mainly used for targeting the tablet PC market, according to sources from notebook players.

However, due to the combination still have several issues need to be resolved, most notebook players are taking a conservative attitude toward the new platform and will not rush to open up new projects for the related products.

Due to the Windows 8/ARM platform initially only testing in the tablet PC market, the sources believe the platform is unlikely to affect Intel’s position in the traditional PC segment, while the operating system is also unlikely to impact Google’s Android in the next one year.

Steve Ballmer: Microsoft Developer Forum [Microsoft, May 23, 2011] (emphasis is mine)

There is so much in the way of exciting innovations to look forward to over the next few years. At Microsoft, we’ve identified five things that we think will transform the industry over the next few years, and five areas where Microsoft, as a company, is committed to investing and innovating and leading. We think there will be other companies working in these areas. There are going to be opportunities for developers. Certainly we’re going to see a lot of competition. But these five key technology areas are the ones that I think more than anything else will make people look back and say, wow, computing is fundamentally simpler and easier to use, whether it’s on my phone, my PC, or my TV, than ever before.

The first one I’ll highlight for you is natural user interface. This is the notion that we really want to speak, wave and gesture, touch and mark on our computing devices. We want smart devices to work the way we work, to recognize us and our actions. Speech recognition, vision, handwriting recognition, touch interfaces, these are all part of the theme. And certainly whether it’s in phones, or what we’ve done with Kinect for large room, and living room type environments, for vision, and visual recognition are all emblems of the move in this direction.

The second big area of innovation will come in natural language. And the distinction is important. With natural user interface, we’re talking about voice, and vision, and touch. With natural language, we’re really asking ourselves the question, can we let you control your computing environment by expressing intent instead of specific commands. Today on a PC, it’s file open, blah, blah, blah, respond, reply, forward. I can’t just say to my device, get me ready for my trip to Tokyo.

The third area that I think will be increasingly important is HTML and JavaScript. We’ve made a big investment, obviously, in Windows and IE9 in our HTML and JavaScript support, but more and more of the world’s programmers will be fluent in these technologies in addition to whatever skills people have in C++ and C# and a variety of other important skills. But we have to recognize that more and more of the world’s talent will know these techniques. And whether it’s writing a website or a client application, or a server application, we want to build and develop the range of things that you can do not only using .NET, but also in using HTML and JavaScript. And, in fact, even how you can weave these things together into sensible programs in the future.

No. 4 is chip and form factors. Just think back three or four years ago and how quickly performance and size, and miniaturization and the move to ARM processors has happened. We’ve announced with Windows that we’re going to support system-on-a-chip architectures, not only from Intel and AMD, but also from a set of ARM vendors.

The form factor of the devices that we all use will continue to change. I think there will be a day in the future where it will be hard to distinguish a phone from a slate, from a PC. You literally will have displays that become paper thin and very easy to fold out form your phone. And at the same time, you’re going to get more and more PC-like capabilities in smaller form factor devices.

Last, but certainly not least is the cloud. And with both Azure, Windows Azure and SQL Azure, as well as Office 365, we’ve made a major step into the cloud. I’m sure I’ll get a few questions about Skype. Skype is just another representation of what we think is the importance of enabling a broad range of scenarios in the cloud. If those are the technologies, the flipside is to ask what can we do with them? They’re all great, but what will we, Microsoft, do and what do we expect the developers that we work with here in Japan, and across the world to do?

We’re obviously hard at work on the next version of Windows. Windows 7 PCs will sell over 350 million units this year. We’ve done a lot in Windows 7 to improve customer satisfaction. We have a brand new user interface. We’ve added touch, and ink, and speech. And yet, as we look forward to the next generation of Windows systems, which will come out next year, there’s a whole lot more coming. As we progress through the year, you ought to expect to hear a lot about Windows 8. Windows 8 slates, tablets, PCs, a variety of different form factors.

The browser is an area where we’ve been very active. Internet Explorer 9 is the fastest browser around because of the way that we’ve married it to Windows systems and allow essentially full exploitation of the hardware to have the fastest and most beautiful Web on the planet run on Windows systems.

We’ve integrated the browser into Windows more fully, so that you can put jumplists, and pin those to the taskbar on Windows. We’ve improved JavaScript performance. We’re running on downloads that are about five times the rate of customer acceptance that we saw on IE8, and when it comes to HTML and JavaScript, and the browser, there will be simply no one who pushes that, not Google, not Firefox, nobody will push that faster and harder than we push with IE.

Microsoft’s Ballmer says next-gen Windows systems due in 2012 [ZDNet, May 23, 2011]

During remarks at a developers conference in Japan on May 23, Microsoft CEO Steve Ballmer referred to the next version of Windows as “Windows 8.” He also said the next generation of Windows systems will be out next year.

To those not following Microsoft’s Windows saga closely, this may seem like a “so what” moment. But Microsoft execs have been studiously avoiding any references to the timing or naming of the next version of Windows to try to keep the specifics of the product as quiet as possible. Microsoft’s top brass has been avoiding calling the next version of Windows “Windows 8″ publicly, preferring instead to call it “Windows Next.” (Internally, a number of  Microsoft job postings and leaked slides have referenced “Windows 8,” however.”

Update: OK, believe it or not, the “official” response is Ballmer’s statement isn’t what it seems to be… Sent from a Microsoft spokesman earlier tonight:

““It appears there was a misstatement. We are eagerly awaiting the next generation of Windows 7 hardware that will be available in the coming fiscal year.  To date, we have yet to formally announce any timing or naming for the next version of Windows.”

And, as usual, there are many ways to interpret these remarks. Is the next-generation Windows release nothing but Windows 7 with new paint? Windows 8 not the final name for the next version of Windows? (The final name possibly being something other than Windows 8 is something that I’ve heard from my tipsters…) You be the judge….

Intel’s SoC strategy strengthened by 22nm Tri-Gate technology

Asustek may have difficulties achieving 2011 notebook shipment goal See also: Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [April 17, 2011]

Update 5 [Ivy-Bridge related]

Intel Schedules Core i 3000 “Ivy Bridge” Desktop Processors Launch to Q2 2012 [Nov 30, 2011]

Intel Corp. has notified its partners about its decision to introduce of its next-generation code-named Ivy Bridge processors in the second quarter of 2012. Previously the company planned to release the Core i 3000-series central processing units (CPUs) for desktops in March – April timeframe, which left a possibility to unveil the chips in the first quarter.

Intel has also disclosed specifications of its next-gen Ivy Bridge chips for desktops to its partners. The initial family to be released in Q2 2012 will not include Core i3-3200-series chips and will consist of Core i7-3700 and Core i5-3500/3400 families.

Ivy Bridge will generally inherit Sandy Bridge micro-architecture and will sport a rather significant number of improvements. Firstly, it will have certain improvements that will boost its performance in general applications by around 20% compared to Core i “Sandy Bridge” chips (e.g., enhanced AVX acceleration). Secondly, the forthcoming chip will have a new graphics core with DirectX 11 and OpenCL 1.1 support, 30% higher performance compared to the predecessor as well as new video processor and display controllers. Thirdly, Ivy Bridge will feature PCI Express 3.0 x16 interconnection as well as PCIe 2.0 x4 controller. In fourth, the processor will support a number of power management innovations.

Update 4 [Cedar Trail-M related]:

Intel to ship new netbook platform in November [18 Aug, 2011]

Intel recently adjusted the launch schedule of its next-generation
netbook platform, Cedar Trail-M, from September to November because the platform has encountered some graphics driver issues and has not yet passed certification for Windows 7, according to sources from notebook players.

The Cedar Trail-M platform will include two new CPUs, 32nm-based Atom N2800 (1.86GHz) and N2600 (1.6GHz), priced at US$47 and US$42, and will replace the existing Atom N475 and N455. The CPUs will also feature an integrated GPU that supports DirectX 10.1 technology. The platform will also adopt the existing NM10 chipsets for southbridge capability.

Since netbooks are no longer a mainstream product in the IT market, while AMD also has a similar-level solution, Intel’s delay of Cedar Trail-M will not affect notebook players much, the sources added.

In addition to the netbook platform, Intel’s new CPUs, Atom D2700 (US$52) and D2500 (US$42), for nettops will also be delayed to November.

Update 3 [CULV related]:

Intel’s CEO Discusses Q2 2011 Results – Earnings Call Transcript Q&A [July 20, 2011]

Uche Orji – UBS Investment Bank

Let me just ask you about Ultrabooks. Sean was quoted at the Computex as saying that this should be about 40% of the consumer mix by the end of next year. If one were to go back and compare this to CULV from a couple of years ago, what makes you more confident that this will achieve this level of success? Do you enjoy the form factor? I think CULV also had performance issues. So if you can talk about the level of confidence you have with Ultrabooks, and how you see that ramping from now until next year to get to that 40%?

Paul Otellini

Well, as I look at this, I don’t think that the Ultrabook strategy is anywhere near equal to the CULV strategy as you call it. That was really a kind of a point product. It was focused on form factor. We didn’t really put a lot of engineering into it with our customers, and we didn’t look at other features. If you will, it’s kind of a trial run in hindsight is the way I would look at it. The Ultrabook project is much more akin to Centrino. It’s a very holistic approach to moving the entire market to a different kind of form factor, not just in terms of its thinness, but in terms of the feature set. I talked about always on, always connected. So the machine is always aware of the networks around it. I talk about instant on, instant boot capability. We talked about building in integral touch into it, another feature set. So this is as much about the features around the skin, or inside the skin, as the shape of the skin. And as we look at this with our customers, we also see that there’s a great deal of engineering that has to be done. Because one thing we know is that today, these feature sets cost more money. But we don’t think that PC prices are going to go up over time. So what we have to do is work with the ecosystem to cost engineer these features for high-volume price point displacement. And that’s the only way you can achieve sort of a 40% number as Shawn predicted in that timeframe is by doing price point replacements. And then looking forward a year later, into the next generation, silicon, it gets cheaper to do it so we could penetrate more of the market.

Update 2 [MacBook Air related]:
Asustek expects better business performance in 2H11 [Aug 17, 2011]

Asustek Computer expects its performance in the second half of 2011 to be better than that of fellow Taiwan-based companies, according to CFO David Chang.

Asustek is likely to hit record quarterly revenues in the third  quarter and is optimistic about business operation in the fourth mainly due to the launch of second-generation Eee Pad Transformer tablets and ultrabook notebooks, Chang said.

Asustek aims at a 14% market share for notebooks in China, and
became the largest vendor in Eastern Europe’s notebook market in the second quarter. In addition, Asustek is poised to make forays into Latin America, especially Brazil and Mexico.

Asustek expects to ship 14 million notebooks and 4.5-5 million Eee PCs in 2011, Chang indicated. Asustek shipped 11.4 million motherboards in the first half and expects to ship 22.5-23 million for the year.

HP to pioneer launching Ultrabook-concept notebooks, say sources [July 11, 2011] “even ahead of the planned release of the UX21 Ultrabook by Asustek Computer slated for September
Asustek may have difficulties achieving 2011 notebook shipment goal [July 26, 2011] “of 20 million notebooks and netbooks combined … the shipments may only reach 18.5-19 million units
Notebook players to mass produce ultrabooks in September [July 26, 2011]

First-tier notebook players including Hewlett-Packard (HP), Acer, Asustek Computer, Dell and Lenovo are all set to launch ultrabooks in the second half of 2011 with mass production scheduled for September.

However, due to most players still suffering from low yield rates over panel production, Asustek, which already finished developing its ultrabook, is expected to become the fastest to mass produce the ultrabook, according to sources from the upstream supply chain.

For the second half of 2011, Asustek placed orders for 400,000-450,000 ultra-thin notebooks each month to its upstream component suppliers with 100,000 units being ultrabooks.

As for Acer and Dell, due to both players suffering from low panel yield rate at their partners, though the two firms plan to mass produce their ultrabook in September, the production volume and schedule may be delayed.

As for HP, although its ultrabook is rumored to be launched in August and produced by Foxconn Electronics (Hon Hai Precision Industry), the actual release time is estimated to be in the fourth quarter or early 2012.

Update: – Acer Ultrabook pushing for September launch, says paper [Aug 19, 2011]

Acer reportedly is aiming to launch its Ultrabook in September to compete against Asustek’s UX21, which is also set to appear in the month, and has been pushing its development schedule; however, because the Ultrabook has not yet entered mass production, the plan may still be changed, according to a Chinese-language Commercial Times report.

An Acer executive also pointed out that the company has already revised the internal design of its Ultrabook twice and the company will only launch 13-inch models initially, the paper added.

Asus: Super-Thin ‘Ultrabooks’ Can Capture 50% Of Notebook Market [July 29, 2011]

Ultrabooks may have a better market than people thought,” said Asus Chairman Jonney Shih in an interview during a rare trip to New York. Shih, who was Chief Executive of the Taiwan-based electronics giant until 2008, cites internal studies as support. The research indicates consumers are willing to pay “a little higher price” than Asus’ other laptops for ultrabooks, he said.

Shih declined to comment on the UX21′s price. But he was optimistic that ultrabooks would catch on — in fact, even more optimistic than Intel. When the chip giant introduced the ultrabook concept at the Taipei Computex trade show in June, its executives said the new devices could capture 40% of the global notebook market in 18 months. Shih believes that number could reach 50% though he didn’t specify a timeframe for reaching that goal beyond “eventually”.

Shih’s enthusiasm stems, in part, from Asus’ plan to expand its ultrabook selection to include other designs and prices. Future Asus ultrabooks need not be as super-thin as the UX21, Shih explained. Perhaps they will be 18 millimeters thick and come with different — likely, cheaper — processors, said Shih.

Consumers should get more information in a few weeks. Asus is targeting an on-sale date sometime this fall. Though recent reports have pointed to HP as the frontrunner to introduce an ultrabook, Shih said he believed Asus would be first. Asus, he noted, had already designed the UX21 when Intel began approaching manufacturers about making ultrabooks. That head start helped Asus land the distinction of being the first company to show an ultrabook prototype, at Computex.

Asustek rebuts Intel forecast on low cost of Ultrabooks series [July 26, 2011]

Asustek Computer Inc (華碩), the world’s No. 5 PC brand, yesterday said its upcoming UX series Ultrabook platform would fail to carry price tags of less than US$1,000, as claimed by Intel Corp.

“Unless we use Intel Core i3 chips [the Ultrabooks will not be less than US$1,000]. The price tags will have to go beyond US$1,000 if [more advanced] i5 and i7 chips go into the notebooks,” a person familiar with UX development said.

Daiwa Capital Market’s analyst Calvin Huang (黃文堯) said on July 13 that Intel was merely cutting prices for its low-voltage processors to help thin and light notebooks make a comeback.

However, in Huang’s view, Intel’s help might not be enough because to make an Ultrabook, other more advanced and expensive components — such as ultrathin panels, solid-state hard drives, metal casings, high-density interconnect and polymer batteries — are required to make it comparable to the MacBook Air.

Don’t count on ‘ultrabook,’ says Daiwa analyst [July 15, 2011]

“While some believe ultrabooks could revive notebook growth and Asustek [Computer Inc (華碩)], the first to introduce the ultrabook, should benefit, we think the ultrabook is killing notebook contract makers’ premium lines and may dilute their profit margins,” Daiwa Capital Market analyst Calvin Huang (黃文堯) said.

We forecast zero growth for global notebook shipments for 2011 and believe the ultrabook alone may not be enough to revive notebook growth in 2012,” he said in a report dated Wednesday.

These ultrabook notebooks are intended to compete with Apple Inc’s MacBook Air, whose worldwide shipments could easily top 600,000 units per month, the report said.

Daiwa said Intel was lowering the price of its low-voltage processors to make thin and light notebooks mainstream.

“In other words, Intel is cutting prices to stimulate notebook demand,” Huang wrote.

Intel’s subsidy is not enough because to make an ultrabook, other advanced and expensive components, like ultra-thin panels, solid state drives, metal casings and polymer batteries, are required to make it comparable to the MacBook Air.

Huang said these advanced components generally cost 50 to 100 percent more than mainstream components used in notebooks.

Because of this, to match the MacBook Air’s price tag, Taiwanese notebook contract makers may have to compromise and use second-grade components in the ultrabooks, which could compromise performance, he said.

The other deciding factor is that Microsoft Corp’s Windows 8 may or may not add to the overall user experience of ultrabooks, and consumers would only be able to tell when the operating system finally comes on the market late next year, Daiwa said.

Apple Updates MacBook Air With Next Generation Processors, Thunderbolt I/O & Backlit Keyboard [press release, July 20, 2011]

Apple® today updated the MacBook Air® with next generation processors, high-speed Thunderbolt I/O technology, a backlit keyboard and Mac OS® X Lion, the world’s most advanced operating system. With up to twice the performance of the previous generation, flash storage for instant-on responsiveness and a compact design so portable you can take it everywhere,* the MacBook Air starts at $999 (US) and is available for order today and in stores tomorrow.

… The 11-inch model weighs 2.38 pounds and provides up to 5 hours of battery life, while the 13-inch weighs 2.96 pounds and provides up to 7 hours of battery life. … latest Intel Core i5 and Core i7 dual-core processors … Thunderbolt I/O technology provides expansion possibilities never before available to MacBook Air users. Through a single cable, users can connect to high performance peripherals and the new Apple Thunderbolt Display, the ultimate docking station for your Mac® notebook. Thunderbolt can easily be adapted to support legacy connections such as FireWire® and Gigabit Ethernet. … an innovative glass Multi-Touch™ trackpad … supports Lion’s new Multi-Touch gestures such as momentum scrolling, tapping or pinching your fingers to zoom in on a web page or image, and swiping left or right to turn a page or switch between full screen apps. … also features a brilliant, high resolution LED backlit display that is amazingly thin yet has the resolution of a much larger, bulkier screen.

The 1.6 GHz 11-inch MacBook Air is available in two models, one with 2GB of memory and 64GB of flash storage for a suggested retail price of $999 (US), and one with 4GB of memory and 128GB of flash storage for $1,199 (US). The 1.7 GHz 13-inch MacBook Air comes in two configurations, one with 4GB of memory and 128GB of flash storage for a suggested retail price of $1,299 (US), and one with 4GB of memory and 256GB of flash storage for $1,599 (US). Configure-to-order options and accessories include a 1.8 GHz Core i7 processor, additional flash storage, MacBook Air SuperDrive® and a USB Ethernet Adapter.

Additional technical specifications and configure-to-order options and accessories are available online at www.apple.com/macbookair.

Mac OS X Lion Available Today From the Mac App Store [July 20, 2011]

Some of the amazing features in Lion include: new Multi-Touch® gestures; system-wide support for full screen apps; Mission Control, an innovative view of everything running on your Mac; the Mac App Store, the best place to find and explore great software, built right into the OS; Launchpad, a new home for all your apps; and a completely redesigned Mail app.

Additional new features in Lion include:

  • Resume, which conveniently brings your apps back exactly how you left them when you restart your Mac or quit and relaunch an app;
  • Auto Save, which automatically and continuously saves your documents as you work;
  • Versions, which automatically records the history of your document as you create it, and gives you an easy way to browse, revert and even copy and paste from previous versions; and
  • AirDrop, which finds nearby Macs and automatically sets up a peer-to-peer wireless connection to make transferring files quick and easy.

Mac OS X Lion is available as an upgrade to Mac OS X version 10.6.6 Snow Leopard® from the Mac App Store for $29.99 (US). Lion is the easiest OS X upgrade and at around 4GB, it is about the size of an HD movie from the iTunes Store®. Users who do not have broadband access at home, work or school can download Lion at Apple retail stores and later this August, Lion will be made available on a USB thumb drive through the Apple Store® (www.apple.com) for $69 (US). Mac OS X Lion Server requires Lion and is available from the Mac App Store for $49.99 (US).

The web weighs in on iOS-like Mac OS X Lion [July 21, 2011]

iOS-inspired Multi-Touch gestures, full screen apps, Mission Control, Launchpad, autosave and a brand new Mail application are just a few of the most lauded features in the eighth major release of the Mac OS X platform.

Reviews ranged from one-line tweets from early adopters to in-depth, book-length reports covering every facet of the OS.

“Apple’s Lion Brings PCs Into Tablet Era,” said Walter S. Mossberg writing for AllThingsD. His enthusiastic tone was echoed throughout the blogosphere with only minor complaints getting any airtime.

Microbloggers praised Lion’s low price, “One perk about Lion, you buy it once, you can put it on all your machines (as long as you use the same App Store login),” and posted their initial thoughts.

8 Features Mac OS X Lion Borrowed from its Little Brother, iOS [July 25, 2011]

‎Apple is slowly but surely, making the transition from iOS or the mobile world as a whole, over to the Mac. We already know that Apple is selling more iPads than Macs, but what we did not know is that Apple is replicating the iOS experience on its Mac lineup, but that is clearly the case. Much has been said about the “post PC era” and we have seen many new features over the past few months making their way to mobile first and only Web or desktop second.

The following 8 features, or should we call them functionalities, that are built into Lion are clearly taken from the iOS experience and ported over to the Mac:

1: Multitouch Gestures

… In Lion, you can swipe between desktops using three fingers, go Back or Forward in Safari using two, and activate Mission Control using three fingers. … I am now using the Trackpad on my Macbook Air exclusively.

2: Multiple Home Screens

… the new Mission Control system behaves exactly like many mobile devices do in that you can easily swipe between active applications and work in parallel on different projects. …

3: Scrolling Method

… Basically, just like on iOS, in Lion you are dragging the content and not the scroll bar. … Personally, it has completely grown on me and now my PC is what seems foreign to me.

4: The Mail UI

… the UI, which is pretty much identical to the iPad Mail app, which is one of the best email UIs I have ever used. The new Lion Mail resembles the iPad Mail app in so many ways including the simple setup, the side by side user interface, and much more.

5: Jiggling Icons and Folders

I totally missed these features until someone on Twitter pointed them out to me. When you are in your LaunchPad in Lion, a long press on an icon will cause all the icons to jiggle (out of lack of a better word) and you can then move them around or delete them from Launchpad. You don’t need a good imagination to see that this is identical to iOS. Of course, you can also drag one icon on top of another and create a folder, again, exactly like in iOS.

6: Air Drop

Of course transferring files is not something new to computers, but Airdrop enables you to share a file with another Mac in your nearby vicinity. This is of course something we were able to do for years on mobile devices with some old school devices using Infrared and the newer phones using Bluetooth to share files. Yes, computers also have Bluetooth and can share files, but if you have used Airdrop, you must have felt that the experience very much resembled that of a mobile device sharing with another one in its proximity.

7: Full Screen Apps

I have been running Safari in full screen mode for the past few days and I can safely say, I cannot go back to the non-full screen mode. This new option of running Mac apps in full screen and certain options appearing as you hover over a certain location on the screen is yet another feature borrowed from iOS. Just think about the Photos app on your iPhone and how the pictures appear in full screen until you want the navigation options to appear and bring you back to the album or onto the next picture. Not convinced? Check out the Reader option in Safari on iOS5. That is exactly the same as full screen on Lion minus the removal of ads, which is not something included in Lion’s full screen mode.

8: No Wire Download

Maybe this one should be first on the list, but when have we ever seen a computer’s operating system that the user can download from an app store on the current operating system? Just trying to wrap my head around the concept is starting to give me a headache. How can I download the OS as an app within the current OS and then install it over the current OS without an external disk or USB drive? Yet, Apple pulled it off and made the whole upgrade process as seamless as any upgrade I have ever done. The whole experience of the app store and downloading updates over the air is so mobile-like, and just a few days ago, Apple enabled OTA updates for iOS with iOS5 beta 4.

Update 1 (Computex-related):

Intel paying handsomely to attract downstream vendors into launching Ultrabooks [July 4] (emphasis is mine)

Intel has recently started planning a new marketing strategy for its Ultrabook concept and has invested heavily into the related budget and resources hoping to attract first-tier notebook vendors into developing Ultrabooks, according to sources from downstream notebook players.

Due to the failure of Intel’s Consumer Ultra Low Voltage-based (CULV-based) ultra-thin notebooks in 2009, while the notebook market has been severely impacted by tablet PCs, most notebook vendors are taking a conservative attitude toward Intel’s Ultrabook concept and Intel is hoping its heavy investment will be able to attract these vendors to launch Ultrabook products, the sources noted.

Intel announced its Ultrabook concept in June with a goal of having 40% of the global consumers notebooks using its Ultrabook concept at the end of 2012. Asustek is already set to launch its first Ultrabook concept-based notebook, UX21, in September.

Although Intel is providing a significant budget to support its partners launching Ultrabooks, the Ultrabook CPUs’ rather high prices are currently still affecting downstream vendors’ willingness to adopt as vendors are still concerned whether the Ultrabook product’s prices can reach as low as US$1,000 as claimed by Intel. Although the vendors have already started testing Ultrabooks, most of them are still conservative about opening projects for production.

Currently, most of the vendors are monitoring Asustek’s performance with its UX21 and will cut into the market when the timing is appropriate.

For the Ultrabook product line, Intel has recently launched four dual-core CPUs and is set to launch a single-core Celeron 787 CPU in September and Celeron 857 in the fourth quarter to replace Celeron 847, the sources added.

The “Ultrabook™”
(part of Intel’s Maloney Talks Mobile Growth, Industry Opportunities at Computex [May 30, 2011], emphasis is mine)

Intel’s vision is to enable a new user experience by accelerating a new class of mobile computers. These computers will marry the performance and capabilities of today’s laptops with tablet-like features and deliver a highly responsive and secure experience, in a thin, light and elegant design. The Ultrabook™ will be shaped by Moore’s Law and silicon technology in the same way they have shaped the traditional PC for the past 40 years.


[Sandy Bridge / Ivy Bridge relevance is only from 00:48 on.]

Maloney described three key phases in the company’s strategy to accelerate this vision, which begins to unfold today with the company’s latest 2nd Generation Intel® Core™ processors. This family of products will enable thin, light and beautiful designs that are less than 20mm (0.8 inch) thick, and mainstream price points under US$1,000. Systems based on these chips will be available for the 2011 winter holiday shopping season and include the UX21, ASUS* Ultrabook™. ASUS Chairman Jonney Shih joined Maloney on stage to showcase the company’s new ultra-thin laptop based on the latest 2nd Generation Intel Core processor.

“At ASUS, we are very much aligned with Intel’s vision of Ultrabook™,” said Shih. “Our customers are demanding an uncompromised computing experience in a lightweight, highly portable design that responds to their needs quickly. Transforming the PC into an ultra thin, ultra responsive device will change the way people interact with their PC.”

Building on the latest 2nd Generation Intel Core technology, Maloney outlined the next generation Intel processor family codenamed “Ivy Bridge,” which is scheduled for availability in systems in the first half of 2012. Laptops based on “Ivy Bridge” will bring improved power efficiency, smart visual performance, increased responsiveness and enhanced security. “Ivy Bridge” is the first high-volume chip based on Intel’s 22 nanometer (nm) manufacturing technology that uses a revolutionary 3-D transistor design called Tri-Gate announced in May. Maloney also highlighted complementary USB 3.0 and Thunderbolt™ technologies which are part of Intel’s ongoing work to drive the PC platform forward.

Following “Ivy Bridge,” planned 2013 products codenamed “Haswell” are the third step toward achieving the Ultrabook™ and reinventing the capabilities of the laptop in ultra thin and light, responsive and more secure designs. With “Haswell,” Intel will change the mainstream laptop thermal design point by reducing the microprocessor power to half of today’s design point.

End of the updates

Intel Reinvents Transistors Using New 3-D Structure [May 4, 2011] (emphasis in red is mine)

For the first time since the invention of silicon transistors over 50 years ago, transistors using a three-dimensional structure will be put into high-volume manufacturing. Intel will introduce a revolutionary 3-D transistor design called Tri-Gate, first disclosed by Intel in 2002, into high-volume manufacturing at the 22-nanometer (nm) node in an Intel chip codenamed “Ivy Bridge.” A nanometer is one-billionth of a meter.

The 22nm 3-D Tri-Gate transistors provide up to 37 percent performance increase at low voltage versus Intel’s 32nm planar transistors. This incredible gain means that they are ideal for use in small handheld devices, which operate using less energy to “switch” back and forth. Alternatively, the new transistors consume less than half the power when at the same performance as 2-D planar transistors on 32nm chips.

Just as skyscrapers let urban planners optimize available space by building upward, Intel’s 3-D Tri-Gate transistor structure provides a way to manage density. Since these fins are vertical in nature, transistors can be packed closer together, a critical component to the technological and economic benefits of Moore’s Law. For future generations, designers also have the ability to continue growing the height of the fins to get even more performance and energy-efficiency gains.

“For years we have seen limits to how small transistors can get,” said Moore. “This change in the basic structure is a truly revolutionary approach, and one that should allow Moore’s Law, and the historic pace of innovation, to continue.”

World’s First Demonstration of 22nm 3-D Tri-Gate Transistors

The 3-D Tri-Gate transistor will be implemented in the company’s upcoming manufacturing process, called the 22nm node, in reference to the size of individual transistor features. More than 6 million 22nm Tri-Gate transistors could fit in the period at the end of this sentence.

Today, Intel demonstrated the world’s first 22nm microprocessor, codenamed “Ivy Bridge,” working in a laptop, server and desktop computer. Ivy Bridge-based Intel® Core™ family processors will be the first high-volume chips to use 3-D Tri-Gate transistors. Ivy Bridge is slated for high-volume production readiness by the end of this year.

This silicon technology breakthrough will also aid in the delivery of more highly integrated Intel® Atom™ processor-based products that scale the performance, functionality and software compatibility of Intel® architecture while meeting the overall power, cost and size requirements for a range of market segment needs.

Newsroom: Intel 22nm 3-D Tri-Gate Transistor Technology, Version 29 [May 2-5, 2011]

Fact Sheets & Backgrounders

Event Replay

Photography

Related Information on Intel.com

Video Animation: Mark Bohr Gets Small: 22nm Explained [May 4, 2011]

First Demonstrations of Intel’s 22nm 3-D Tri-Gate Transistors [May 3, 2011]

This video was shot inside the Intel headquarters demo labs during preparation for the first public demonstration of a laptop, desktop and server running microprocessors built with Intel’s reinvented transistors. These new, smaller 22-nanometer transistors have been built with a novel 3-D design that significantly increases each transitor’s current flow. The better the flow, the better the performance.

FinFETs Extend Intel’s Technology Lead [Tom R. Halfhill of the Linley Gwennap Group, May 6, 2011] (emphasis in red is mine)

Cadillac introduced tailfins to evoke high-tech style in the 1950s, but Intel’s new finned transistors are far from cosmetic. Purely functional, highly efficient, yet equally brash, these fin-shaped field-effect transistors (finFETs) are sure to be copied as widely as Cadillac’s useless appendages—and they will play a similar role in defining an era.

Intel calls finFETs “tri-gate” transistors, touting them as the first true three-dimensional devices built on planar integrated circuits. A tri-gate transistor folds a conventional planar gate into an inverted U-shaped fin that protrudes above the silicon substrate. By coating all three sides of the fin with metal, Intel builds a 3-D gate structure that has much more volume than a planar gate while still squeezing into the same horizontal space.

Tri-gate transistors can handle greater drive currents, allowing higher clock frequencies. They can switch states at a lower threshold voltage without sacrificing as much switching speed, which reduces dynamic power consumption. In addition, the thicker gate leaks less current, reducing static power. As always, chip designers can trade off these factors in various ways to achieve the best balance of performance and power consumption for the target application.

Intel will use the new transistors for both logic circuits and memory arrays in all its microprocessors built in the next-generation 22nm process, which debuts later this year. The company has demonstrated PC and server processors built with the new technology and is already shipping samples to OEMs for system design. Volume production is scheduled to begin in the fourth quarter and ramp quickly next year. And Intel isn’t hedging its bets: contrary to rumors, the new chips will use tri-gate transistors universally, abandoning planar transistors forever.

FinFETs reinforce Intel’s significant lead in chip fabrication. In addition to using new transistors, Intel is moving to the 22nm mode about two years ahead of the rest of the industry, which is only now beginning the transition to 32/28nm technology. The independent foundries serving virtually all of Intel’s competitors have no plans to use finFETs before the 14nm node—and adoption may be tentative even then. It appears that Intel has gained a head start of at least four years, much as the company achieved in 2007 by introducing high-k metal-gate (HKMG) transistors at the 45nm node. FinFETs could boost Intel’s position in the mobile and consumer markets, where it needs an edge to overcome entrenched competitors. —Tom

Multigate device – Varieties – FinFETS [wikipedia excerpt on May 10, 2011]

The term FinFET was coined by University of California, Berkeley researchers (Profs. Chenming Hu, Tsu-Jae King-Liu and Jeffrey Bokor) to describe a nonplanar, double-gate transistor built on an SOI substrate,[6] based on the earlier DELTA (single-gate) transistor design.[7]The distinguishing characteristic of the FinFET is that the conducting channel is wrapped by a thin silicon “fin”, which forms the gate of the device. The thickness of the fin (measured in the direction from source to drain) determines the effective channel length of the device.

In current usage the term FinFET has a less precise definition. Among microprocessor manufacturers, AMD, IBM, and Motorola describe their double-gate development efforts as FinFET development whereas Intel avoids using the term to describe their closely related tri-gate [1]architecture. In the technical literature, FinFET is used somewhat generically to describe any fin-based, multigate transistor architecture regardless of number of gates.

A 25-nm transistor operating on just 0.7 Volt was demonstrated in December 2002 by Taiwan Semiconductor Manufacturing Company. The “Omega FinFET” design, named after the similarity between the Greek letter “Omega” and the shape in which the gate wraps around the source/drain structure, has a gate delay of just 0.39 picosecond (ps) for the N-type transistor and 0.88 ps for the P-type.

Multigate device – Varieties – Tri-gate transistors (Intel) [wikipedia excerpt on May 10, 2011]

Tri-gate or 3-D are terms used by Intel Corporation to describe their nonplanar transistor architecture planned for use in future microprocessors. These transistors employ a single gate stacked on top of two vertical gates allowing for essentially three times the surface area for electrons to travel. Intel reports that their tri-gate transistors reduce leakage and consume far less power than current transistors. This allows up to 37% higher speed, and a power consumption at under 50% of the previous type of transistors used by Intel.[8]

Intel currently plans to release a new line of CPUs, termed Ivy Bridge, which feature tri-gate transistors. [9] Intel has been working on its tri-gate architecture since 2002, but it took until 2011 to work out mass production issues. The new style of transistor was described on May 5, 2011, in San Francisco.[10] Intel factories are expected to make upgrades over 2011 and 2012 to be able to manufacture the Ivy Bridge CPUs.[11] As well as being used in Intel’s Ivy Bridge chips for desktop PCs the new transistors will also be used in Intel’s Atom chips for low powered devices.[10]

In the technical literature, the term tri-gate is sometimes used generically to denote any multigate FET with three effective gates or channels.

Intel(‘s) Take(s) On Tablets & Other Mobility Devices [May 6, 2011]

Part of being an Intel Advisor is getting insights and information directly from inside Intel. This month’s conference call with Intel and other Intel Advisors was no different and we learned about a hot topic in the Tech industry – the tablet race. Leading our discussion was Mark Miller, director of outbound marketing from Intel’s Netbook and Tablet team. Not only did we learn Mark’s take on tablets and other mobility devices, but also he explained Intel’s vision to take ON tablets and these devices and move the space forward.

image

Miller breaks down the “Mobility” category into 3 segments: Netbooks, Tablets and a new third category which they are simply calling a “Hybrid Device.”

Exploring the Categories

What’s below is obviously not an exhaustive discussion of these categories, as the specs, features, ideas and concepts are still being decided on and written. But the Advisor briefing definitely got the gears spinning.

Netbooks

… there still is demand, especially for an even lower price point…the magic number of $199 for a netbook targeted towards emerging markets, schools & education or even as a second PC. But users might not be waiting simply for a lower price, they want better performance from the CPU and more powerful graphics capabilities. To accomplish this, Intel will be introducing a new Atom processor, code named “Cedar Trail” which is expected to be released in the second half of 2011. Core to this updated netbook infrastructure will be the addition of more PC-like features like Wi-Di or PC sync. I saw Wi-Di (“Wireless Display”) in action at a couple of shows; it’s an impressive way to share multimedia content from a computer to a big screen TV. Simply start playing a movie, for example, on a Wi-Di enabled computer and then with an appropriately configured TV, your media starts streaming. It’s very similar to Apple’s AirPlay.

Tablets

… In April of this year, Intel introduced a new Atom processor for tablets, code name “Oak Trail” which should start hitting tablets in May. Most of Intel’s efforts has been around Windows 7-based tablets but there are definitely efforts underway to handle other mobile OSes like Android.

… Miller acknowledges that Intel is a bit behind the game in the tablet race. However, they do seem to also have a differentiating vision, in my opinion. With Apple, it’s pretty much one size fits all, meaning the experience is focused more around the device and less around a particular user’s use case. I think that this is fine for Apple, as this is where they want to be, providing an elegant and easy to use, but controlled environment. Intel believes, however, that tablets should be as individual as you are, meaning that you should be able to customize and tailor a tablet to better fit a given user. With the iPad, IT is the center as opposed to the person using it being the center. This concept actually is even more appropriate for the 3rd category below.

Intel will be working to make the processor technology within tablets faster, while designing their chipsets to use less power and be smaller, thus allowing for thinner tablets. Some benchmarks outlined by Miller was getting below 8mm in thickness (e.g., “thinness”) and having 10 hours active battery life with 30 days of standby – pretty much a good standard. If they can pull this off running a mobility version of Windows 7, that would be impressive.

“Hybrid Device”

This next category is really the intriguing one and represents a merging of the best features and technology available to netbooks and tablets. There are already devices like this in the market, in fact, Microsoft had supported this type of computer many years before the iPad even came out. We have seen swivel-display computer from Fujitsu, for example, that had a screen that pivots to cover a keyboard. This “hybrid” style is exactly something that Intel believes is worth investing in. Think about coupling a touch screen display (e.g., a tablet) with a keyboard (e.g., a clamshell or netbook) and you have this hybrid device. The Dell Inspiron Duois a current example of this type of form-factor.

However, Miller believes that there is much more to be done with this form-factor and the underlying OS and software driving it. Without offering many details, he did say they will be ultra thin with low power consumption, which seems to be a common thread on all new consumer electronics devices coming out these days. But what was presented was the idea of this device really meeting multiple yet individual needs. For example, you could have it so that if when you are using the keyboard and are at work, you would use Windows 7 as the OS, but when you went home and move more to a tablet-appropriate environment, the OS might shift to Android. Also, as kids are growing up using these devices much the same way we used pen and paper, there could be appropriate “user environments” within this hybrid device to satisfy their needs.

So What’s Next?

12 to 18 months ago, tablets didn’t exist (although there are plenty of people who will disagree with this statement). So, to qualify that a bit more, I would say the modern, consumer-friendly tablet didn’t exist. In another 12-18 months, the tablets (like the iPad) that we know and love currently will be long gone and replaced with devices that are more powerful, thinner, multi-function with batteries that last 20 hours of active use, and capable of powering full entertainment systems and replace computers. Well, I could be dreaming a bit.

Oh, and one more thing…on Wednesday, Intel introduced a new design to their transistor chip. Called “Tri-Gate,” this revolutionary 3-D designclearly shows Intel’s innovation at work. While the concept of this design has been discussed for several years, Intel is the first manufacturer to move this design into production. It provides not only performance improvements, but also allows for power reduction within 22nm-based devices that include the categories mentioned above.

image

Above you can see an illustration of the 32nm transistor (on the left) compared to the new 22nm (on the right). The yellow dots represent how the current flows. The 32nm illustrates current flowing along a plane while the 22nm shows it flowing on 3 sides of a vertical fin.

But back to the tablet race, Apple seems to have the lead…for now. But as companies regroup and look to improve, I’m expecting some pretty innovative products coming out. I think with Intel working to drive the innovation from within, providing more powerful and smaller chipsets to power these emerging tablets, we are just beginning to see a really exciting market develop and emerge.