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Paul Merrell

50 Percent of Smartphones Sold in China Last Quarter Run Android | John Paczkowski | Di... - 0 views

  • The smartphone market in China is growing at an extraordinary rate, largely thanks to Google’s Android OS. Chinese consumers purchased 8 to 10 million smartphones last quarter, up from an estimated 2 to 3 million in the same period last year. And according to Morgan Keegan analyst Tavis McCourt, the bulk of them ran Android. Interesting, when you consider that prior to 2010, the Chinese smartphone market was ruled largely by Nokia’s Symbian OS and Windows Mobile.
Gary Edwards

Ansca Mobile's advanced mobile app development tool - 1 views

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    SDK - OpenGL Developer tool for crossplatform development of iOS and Android Apps.  Much better performance than Flash.  Check out the KWiK add-ons for Adobe Photoshop for writing visually immersive books and magazines.  Corona is a must watch technology. excerpts: High-performance graphics. Corona was built from the ground up for blazing-fast performance. Built on top of OpenGL, OpenAL, and Lua, Corona uses the same industry-standard architecture as top-selling mobile games from Tapulous, Electronic Arts, and ngmoco. Develop across platforms. Corona has the only complete solution for developing across platforms, OS versions, and screen sizes. You can write once and build to iOS or Android at the touch of a button, and Corona will automatically scale your content from phones to tablets.
Paul Merrell

Google will lose up to 800 million users if Huawei ditches Android - Huawei CEO - 0 views

  • If one of the world’s leading smartphone makers, Huawei, turns away from Google’s Android operating system (OS), the US tech giant risks losing a huge number of users, Huawei’s CEO has warned. “[Huawei] will always be on the same line of interest, and if we don’t load Google’s system, Google will lose 700-800 million users in the future,” Ren Zhengfei said in an interview to CNBC.The Chinese telecommunications major was blacklisted last month by the Trump administration after Washington accused the company of spying for Beijing. Google, whose Android OS is used in many of Huawei’s phones, was among the American tech companies prohibited from dealing with Huawei.
  • Huawei said earlier that it is working on its own mobile operating system called Hongmeng and has already filed a trademark. In his interview, the CEO stressed that Hongmeng will allow the company to protect its growth if it is forced to replace Android, which Huawei does not want to do.
Paul Merrell

Huawei launches first product with own operating system - 0 views

  • Chinese telecom giant Huawei, which has been caught in the crossfires of the Washington-Beijing trade war, on Saturday unveiled a new smart television, the first product to use its own operating system.The television will be available from Thursday in China and marks the first use of HarmonyOS, chief executive George Zhao said, adding that it will be marketed by its mid-range brand, Honor.Huawei revealed its highly-anticipated HarmonyOS on Friday as an alternative operating system for phones and other smart devices in the event that looming US sanctions prevent the firm from using Android technology.American companies are theoretically no longer allowed to sell technology products to Huawei, but a three-month exemption period -- which ends next week -- was granted by Washington before the measure came into force.That ban could stop the tech giant from getting hold of key hardware and software, including smartphone chips and elements of the Google Android operating system, which runs the vast majority of smartphones in the world, including Huawei's.Huawei -- considered the world leader in fast fifth-generation or 5G equipment and the world's number two smartphone producer -- has been blacklisted by US President Donald Trump amid suspicions it provides a backdoor for Chinese intelligence services, which the firm denies.
Paul Merrell

Google Caves to Russian Federal Antimonopoly Service, Agrees to Pay Fine - nsnbc intern... - 0 views

  • Google ultimately caved to Russia’s Federal Antimonopoly Service, agreeing to pay $7.8 million (438 million rubles) for violating antitrust laws. The corporate Colossus will also pay two other fines totaling an additional $18,000 (1 million rubles) for failing to comply with past orders issued by state regulators. Last year Google caved to similar demands by the European Union.
  • In August 2016 Russia’s Federal Antimonopoly Service responded to a complaint by Russian search engine operator Yandex and fined the U.S.-based Google 438 million rubles for abusing its dominant market position to force manufacturers to make Google applications the default services on devices using Android. Regulators set the fine at 9 percent of Google’s reported profits on the Russian market in 2014, plus inflation. Similar to the case against the European Union Google challenged the penalty in several appellate courts before finally agreeing this week to meet the government’s demands. The corporation also agreed to stop requiring manufacturers to install Google services as the default applications on Android-powered devices. The agreement is valid for six years and nine months, Russia’s Antimonopoly Service reported. Last year Google, after a protracted battle, caved to similar antitrust regulations by the European Union, but the internet giant has also come under fire elsewhere. In 2015 Australian treasurer Joe Hockey implied Google in his list of corporate tax thieves. In January 2016 British lawmakers decided to fry Google over tax evasion. Google and taxes were compared to the Bermuda Triangle. One year ago the dispute between the European Union’s competition watchdog and Google, culminated in the European Commission formally charging Google with abusing the dominant position of its Android mobile phone operating system, having launched an investigation in April 2015.
Gary Edwards

Steve Ballmer: Consumers Are Our Number One Thing - Business Insider - 3 views

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    One of the "Lessons of Massachusetts" is that the key lock-in point for Microsoft's monopoly is their iron fisted control of the productivity environment, anchored by MSOffice and the Windows local workgroup client/server system.  Key to office productivity is the compound document model that fuels every business process and business productivity system.  It's the embedded logic and database connectivity (OLE, ODBC, MAPI and COM ActiveX controls) that juice the compound document model.   Convert a compound document to another format (or PDF), and you BREAK the both the document, AND THE BUSINESS PROCESS!!!! It was the breaking of the business process that stopped Massachusetts from moving to the Open Document Format !!!! So now comes a story with consumer sales vs enterprise sales numbers that seemingly shatter the Lessons of Massachusetts.  How is that? My take is that the numbers Microsoft touts are true.  Consumers are making new purchases - NOT enterprises.  The simple truth is that, as Microsoft introduces new OS and Application Services geared to Mobile / Cloud Computing, these new systems BREAK legacy business systems.  It's still way too costly for businesses to transition to the new models. Eventually though, businesses will replace those legacy business productivity systems with Mobile / Cloud Computing systems.  And it will be a rip-out-and-replace transition; not the gradual "value-added" transition everyone hopes Microsoft will provide.   Interesting stuff. excerpt: "If Microsoft is an enterprise company, then why is it spending so much time and money on stuff like Bing, Xbox, Windows Phone, and the Surface RT? It should be going all-in on cloud computing and services. If you were to ask Microsoft's CEO Steve Ballmer, his answer would probably be: It's a dumb question, we're both. In an interview with Jason Pontin at MIT Technology Review, he said: ""Our number-one thing is supplying products to consumers. That's kind of what we do.
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    Note that rip-out-and-replace to get to the cloud is a very risky strategy for MSFT because the company forfeits its vendor lock-in advantage; the question for the enterprise then becomes "replace with what?" The answer in many cases will be non-Microsoft services. And traditionally, what the enterprise uses has driven what enterprise workers use at home far more than vice versa.
Gary Edwards

Republic Wireless - Combining WiFi with Cellular to reduce Smartphone Costs - 0 views

  • Do I need to buy minutes from Sprint or anyone else? No. We're the first-ever wireless provider to bundle WiFi calling with access to cellular whenever you need it. Depending on the plan you choose, your Republic Wireless phone will have unlimited* access to data, talk and text when using the Sprint cellular network. Note that the $5 plan offered by Republic is WiFi only and the $10 plan includes cellular talk and text (no data). All Republic plans include unlimited data, talk and text on WiFi. 
  • Can I switch between plans? Yes! When you purchase a new Moto X phone, you’ll be able to choose whatever plan you like—and you can also switch plans up to twice per month as your needs change. For example, if you know you’ll be taking a vacation and might require more cell data one week, you can switch to a cell data plan right from your phone and then switch back to a WiFi “friendlier” plan once you return home.
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    Republic Wireless provides a new kind of smartphone cellular service based on a technology that handles the roll over from WiFi to 3G or 4G cellular in the middle of a call. Very cool, but currently it only works with specially outfitted (custom ROM) Android Moto X phones. (They are working on how to port this custom ROM technology to all Android phones :) The concept is based on the fact that WiFi is cheap, very open and near universally available; while 3G and 4G Cellular is expensive, contractual and proprietary. The idea is to leverage free WiFi wherever they can, and roll over to the Sprint 3G - 4G network when needed. Very cool and the business model seems to have it right. ......................................................................... "Which Moto X plan is right for me? Here's the lowdown on our four new plan options. Depending on your needs and how you want to use your phone, you can choose the plan that's best for you. $5 WiFi only plan This is the most powerful tool in your arsenal of options. Why? You can drop your smartphone bill-at will-to $5. If you're interested in getting serious about cutting costs, you can use this tool to best leverage the WiFi in your life to reduce your phone bill. It's also the ultimate plan for home base stickers and kids who don't need a cellular plan. It's fully unlimited data, talk and text-on WiFi only. $10 WiFi + Cell Talk & Text One of our members, 10thdoctor said :  "I use WiFi for everything, except when I'm traveling and for voice at my school." Yep, this is the perfect plan for that. Our members are around WiFi about 90% of the time. During that 10% of the time where you're away from WiFi, this plan gives you cellular backup for communicating when you need to. This plan both cuts costs and accommodates what's quickly becoming the norm: a day filled with WiFi. $25 WiFi + Cell (3G) Talk, Text & Data Lots of people are on 3G plans today and are paying upwards of $100 a month on
Paul Merrell

News - Antitrust - Competition - European Commission - 0 views

  • Google inquiries Commission accuses Google of systematically favouring own shopping comparison service Infographic: Google might be favouring 'Google Shopping' when displaying general search results
  • Antitrust: Commission sends Statement of Objections to Google on comparison shopping service; opens separate formal investigation on AndroidWed, 15 Apr 2015 10:00:00 GMTAntitrust: Commission opens formal investigation against Google in relation to Android mobile operating systemWed, 15 Apr 2015 10:00:00 GMTAntitrust: Commission sends Statement of Objections to Google on comparison shopping serviceWed, 15 Apr 2015 10:00:00 GMTStatement by Commissioner Vestager on antitrust decisions concerning GoogleWed, 15 Apr 2015 11:39:00 GMT
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    The more interesting issue to me is the accusation that Google violates antitrust law by boosting its comparison shopping search results in its search results, unfairly disadvantaging competing shopping services and not delivering best results to users. What's interesting to me is that the Commission is attempting to portray general search as a separate market from comparison shopping search, accusing Google of attempting to leverage its general search monopoly into the separate comoparison shopping search market. At first blush, Iim not convinced that these are or should be regarded as separable markets. But the ramifications are enormous. If that is a separate market, then arguably so is Google's book search, its Google Scholar search, its definition search, its site search, etc. It isn't clear to me how one might draw a defensible line taht does not also sweep in every new search feature  as a separate market.   
Gary Edwards

Life after Google: Brad Neuberg's HTML5 start-up | Deep Tech - CNET News - 0 views

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    Pretty funny quote: "I think the future is going to WebKit". Brad Neuberg is leaving the gDOCS-Chrome JavaScritpt team to strat his own "HTML5" business. He's an expert on the SVG Web. About a year ago i read a lament from a web developer concluding that SVG was destined to be the Web docuemnt format, replacing HTML. Now i wonder if that guy was Neuberg? http://news.cnet.com/8301-30685_3-20018687-264.html Sent at 10:05 AM on MondayGary: Finally, the money shot: "Somebody will take some HTML5, and geolocation, and mobile applications, hook into Facebook perhaps, and they're going to do something unexpected." Read more: http://news.cnet.com/8301-30685_3-20018687-264.html#ixzz124U9xTZ3 Sent at 10:13 AM on MondayGary: I think Brad is right about the combination of location with the rest of the App Web. Olivia and i have had our EVO's for about two weeks now and it's amazing. She also has Citania's iPAD, also an amazing device. What stuns me about the Android EVO is how extraordinary the apps are that combine location with information specific to that location. Incredible. I don't know how i ever lived withou this. One things for sure, my desktop can't do this and neither can my notebook. Sent at 10:16 AM on MondayGary: There is another aspect i see that i guess could be called "location switiching". This is when you QR Scan QR barcode on something and the location of that objects life is at your fingertips. Everything from maps, street views, web sites, product history, artist/designer/developer and on and on. We went to the San Carlos Wine and Art Festival yesterday, where Laurel and San Carlos streets are closed off to traffic, and lined with food, wine and beer vendors of all sorts, artists and craftsmen, and even an antigue car show with ully restored automobiles and other vehicles. It was amazing. But then i started QR scanning! Wow. The Web merged with life like nothing i've ever imagined possible.The key was having the Internet in my pocket, and the Internet k
Gary Edwards

In Mobile, Fragmentation is Forever. Deal With It. - washingtonpost.com - 0 views

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    I disagree with the authors conclusions here.  He misses some very significant developments.  Particularly around Google, WebKit, and WebKit-HTML5. For instance, there is this article out today; "Google Really is Giving Away Free Nexus One and Droid Handsets to Developers".  Also, Palm is working on a WiMAX/WiFi version of their WebOS (WebKit) smartphone for Sprint.  Sprint and ClearWire are pushing forward with a very aggressive WiMAX rollout in the USA.  San Francisco should go on line this year!   One of the more interesting things about the Sprint WiMAX plan is that they have a set fee of $69.00 per month that covers EVERYTHING; cellphone, WiMAX Web browsing, video, and data connectivity, texting (SMS) and VOIP.  Major Sprint competitors, Verizon, AT&T and TMobile charge $69 per month, but it only covers cellphone access.  Everything else is extra adn also at low speed/ low bandwidth.  3G at best.  WiMAX however is a 4G screamer.  It's also an open standard.  (Verizon FIOS and LTE are comparable and said to be coming soon, but they are proprietary technologies).   The Cable guys are itneresting in that they are major backers of WiMAX, but also have a bandwidth explosive technology called Docsis. There is an interesting article at TechCrunch, "In Mobile, Fragmentation is Forever. Deal With It."  I disagree entirely with the authors conclusion.  WebKit is capable of providing a universal HTML5 application developers layer for mobile and desktop browser computing.  It's supported by Apple, Google, Palm (WebOS), Nokia, RiMM (Blackberry) and others to such an extent that 85% of all smartphones shipped this year will either ship with WebKit or, an Opera browser compatible with the WebKit HTML5 document layout/rendering model.   I would even go as far as to say that WebKit-HTML5 owns the Web's document model and application layer for the future.  Excepting for Silverlight, which features the OOXML document model with over 500 million desktop develop
Gary Edwards

Paul Buchheit: The Cloud OS - 0 views

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    First, what is a "cloud OS" and why should I want one? Actually, I don't even know if anyone calls it a "cloud OS", but I couldn't find a better generic term for something like ChromeOS. The basic idea is that apps and data all live on the Internet, which is has been renamed "The Cloud" since that sounds cooler, and your laptop or whatever is basically just a window into that cloud. If your laptop is stolen or catches fire or something, it's not a big deal, because you can just buy another one and nothing has been lost (except your money). Many people characterize this approach as using a "dumb terminal", but that's wrong. Your local computer can still do all kinds of smart computation and data manipulation -- it's just no longer the single point of failure. To me, the defining characteristic of cloud based apps is "information without location". For example, in the bad old days, you would install a copy Outlook or other email software on your PC, it would download all of your email to your computer, and then the email would live on that computer until Outlook corrupted its PST file and everything was lost. If you accidentally left your computer at home, or it was stolen, then you simply couldn't get to your email. Information behaved much like a physical object -- it was always in one place. That's an unnecessary and annoying limitation. By moving my email into "the cloud", I can escape the limitations of physical location and am able to reach it from any number of computers, phones, televisions, or whatever else connects to the Internet. For performance and coverage reasons, those devices will usually cache some of my email, but the canonical version always lives online. The Gmail client on Android phones provides a great example of this. It stores copies of recent messages so that I can access them even when there is no Internet access, and also saves any recent changes (such as new messages or changes to read state), but as soon as possible it sends those chang
Gary Edwards

Adeptol Offers Cloud and Mobile Document Viewing - 0 views

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    Essentially, what CloudConnect does is to enable users to view documents that are stored in the cloud without having to upload them, while giving document providers complete control over the document. What this means is that no matter who views the document, it won't ever be uploaded on Adeptol servers. An additional feature is that document creators can create documents in any format they want and deliver them to users in the format that they can best view it in. New features include: ..... AJAX document viewer with support for more than 300 file formats ..... Mobile Viewer license that enables users to view documents on iPhone/iPad and Android with enhanced loading times .....Built in AES encryption that can be turned on at will. Encrypts not only document content but document URL too .... Advanced caching enabling users access static documents directly from the cache Adeptol viewing technology is based on the adoption of HTML 5 technology that enables viewing across a wide range of mobile devices including iPad, Android, Blackberry and Windows Mobile. 300+ file formats available in the viewer
Gary Edwards

Dolphin Browser for Android turns web into a magazine - Mobile Technology News - 1 views

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    Android Essentials: Dolphin Browser HD still supports gestures, multiple tabs, and browser extensions, but now includes Webzine: a Flipboard-like, magazine layout style for reading web pages.   Very slick!  But there is no way to add RSS feeds?  The new Scribd "Float"  webzine is also lacking RSS.  Since 95% of my news and info management comes from RSS, this is a problem!
Gary Edwards

Strobe Launches Game-Changing HTML5 App Platform | TechCrunch - 1 views

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    Today, Strobe Inc. is launching a new platform that helps developers build HTML5-based Web applications for desktops, smartphones and tablets, and centrally manage them from a single interface. The launch is a major leap forward in HTML5 app development. From one interface, teams can manage code (both test code and production code), configure the app's deployment across platforms (Web, Android, iOS, etc.), add additional services (social, push notifications, authentication, etc.), and even track analytics within an easy-to-use dashboard. In short, it's a comprehensive platform that makes building apps with Web technologies, like HTML5 and JavaScript, not just possible, but easy, straightforward and fast. The company was co-founded by Ruby on Rails Core Team member Carl Lerche, Ruby on Rails, jQuery and SproutCore Core team member Yehuda Katz, and Charles Jolley, formerly the JavaScript Frameworks Manager for Apple. At Apple, Jolley worked on Apple's Web products like MobileMe and iCloud. He's also the creator of the open source JavaScript framework, SproutCore, which powered Apple's Web services and is now a key part of the Strobe platform. In addition to SproutCore, Strobe also uses PhoneGap, the popular HTML5 app platform. PhoneGap lets developers author apps using Web technologies then deliver them in a native wrapper to the iTunes App Store, Android Marketplace and other app stores. It also happens to integrate nicely with SproutCore.
Paul Merrell

Huawei Will Launch Android Alternative OS In August; Reports Surprise Revenue Increase ... - 0 views

  • Huawei Technologies, the world’s largest telecommunications equipment supplier, is set to launch its HongMeng operating system (OS) as a potential alternative to Google's Android OS, on August 9 at Huawei's Developer Conference, industry insiders told the Global Times Wednesday. According to media reports, the user experience (UX) design features a brand new ringtone and notification panel, a cleaner interface for the camera, more animation and faster speed. Users can also add widgets and personalize the locked screen. Citing industry experts (most likely of Chinese origin), the Global Times reported that "it is possible for Huawei to build a sustainable smartphone ecosystem on the HongMeng OS and reshape the current market dominated by Android and Apple's iOS", although the new system is primarily designed for industrial automation and applications in the Internet of Things (IoT). "Given the design features of the HongMeng OS, it can be a game changer in IoT-related areas, such as driverless cars and smart homes," Fu Liang, a Beijing-based independent industry analyst, told the Global Times. According to Huawei's website, the HongMeng OS is built with a processing latency of less than 5 milliseconds, which is especially required in circumstances involving IoT applications that often need to transfer large amount of data simultaneously.
Paul Merrell

PressTV-'Bespoke Android' to cut US out of Iran apps: Minister - 0 views

  • Iran’s minister of telecommunications says that the country is planning to equip mobile devices in the country with a special operating system that would prevent the United States government from banning Iran-made mobile applications. Mohammad Javad Azari Jahromi said on Thursday that the new operating system would be a bespoke version of Android, a Google-owned system which is installed on over two billion mobile devices around the world.
  • The minister also rejected claims that Aria Mini would restrict the choices for Iranian users of Android when they want to install major global applications. “All international applications can be installed on that while there would be no chance for removal of the Iranian applications,” said the minister. Millions of Iranian owners of mobile devices manufactured by Apple are currently facing similar restrictions imposed by the American technology firm as it seeks to fully implement the illegal sanctions imposed by Washington on Tehran’s nuclear program.  
Paul Merrell

Asia Times | Say hello to the Russia-China operating system | Article - 0 views

  • Google cuts Huawei off Android; so Huawei may migrate to Aurora. Call it mobile Eurasia integration; the evolving Russia-China strategic partnership may be on the verge of spawning its own operating system – and that is not a metaphor. Aurora is a mobile operating system currently developed by Russian Open Mobile Platform, based in Moscow. It is based on the Sailfish operating system, designed by Finnish technology company Jolla, which featured a batch of Russians in the development team. Quite a few top coders at Google and Apple also come from the former USSR – exponents of a brilliant scientific academy tradition.
  • Aurora could be regarded as part of Huawei’s fast-evolving Plan B. Huawei is now turbo-charging the development and implementation of its own operating system, HongMeng, a process that started no less than seven years ago. Most of the work on an operating system is writing drivers and APIs (application programming interfaces). Huawei would be able to integrate their code to the Russian system in no time.
  • No Google? Who cares? Tencent, Xiaomi, Vivo and Oppo are already testing the HongMeng operating system, as part of a batch of one million devices already distributed. HongMeng’s launch is still a closely guarded secret by Huawei, but according to CEO Richard Yu, it could happen even before the end of 2019 for the Chinese market, running on smartphones, computers, TVs and cars. HongMeng is rumored to be 60% faster than Android.
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  • The HongMeng system may also harbor functions dedicated to security and protection of users’ data. That’s what’s scaring Google the most; Huawei developing a software impenetrable to hacking attempts. Google is actively lobbying the Trump administration to add another reprieve – or even abandon the Huawei ban altogether. By now it’s clear Team Trump has decided to wield a trade war as a geopolitical and geoeconomic weapon. They may have not calculated that other Chinese producers have the power to swing markets. Xiaomi, Oppo and Vivo, for instance, are not (yet) banned in the US market, and combined they sell more than Samsung. They could decide to move to Huawei’s operating system in no time.
  • The existence of Lineage operating system is proof that Huawei is not facing a lot of hurdles developing HongMeng – which will be compatible with all Android apps. There would be no problem to adopt Aurora as well. Huawei will certainly open is own app store to compete with Google Play.
Gary Edwards

CPU Wars - Intel to Play Fab for an ARM Chipmaker: Understanding What the Altera Deal M... - 0 views

  • Intel wants x86 to conquer all computing spaces -- including mobile -- and is trying to leverage its process lead to make that happen.  However, it's been slowed by a lack of inclusion of 4G cellular modems on-die and difficulties adapting to the mobile market's low component prices.  ARM, meanwhile, wants a piece of the PC and server markets, but has received a lukewarm response from consumers due to software compatibility concerns. The disappointing sales of (x86) tablet products using Microsoft Corp.'s (MSFT) Windows 8 and the flop of Windows RT (ARM) product in general somewhat unexpectedly had the net result of being a driver to maintain the status quo, allowing neither company to gain much ground.  For Intel, its partnership with Microsoft (the historic "Wintel" combo) has damaged its mobile efforts, as Windows 8 flopped in the tablet market.  Likewise ARM's efforts to score PC market share were stifled by the flop of Windows RT, which led to OEMs killing off ARM-based laptops and convertibles.
  • Both companies seem to have learned their lesson and are migrating away from Windows towards other platforms -- in ARM's case Chromebooks, and in Intel's case Android tablets/smartphones. But suffice it to say, ARM Holdings and Intel are still very much bitter enemies from a sales perspective.
  • III. Profit vs. Risk -- Understanding the Modern CPU Food Chain
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  • Whether it's tablets or PCs, the processor is still one of the most expensive components onboard.  Aside from the discrete GPU -- if a device has one -- the CPU has the greatest earning potential for a large company like Intel because the CPU is the most complex component. Other components like the power supply or memory tend to either be lower margin or have more competitors.  The display, memory, and storage components are all sensitive to process, but see profit split between different parties (e.g. the company who makes the DRAM chips and the company who sells the stick of DRAM) and are primarily dependent on process technology. CPUs and GPUs remain the toughest product to make, as it's not enough to simply have the best process, you must also have the best architecture and the best optimization of that architecture for the space you're competing in. There's essentially five points of potential profit on the processor food chain: [CPU] Fabrication [CPU] Architecture design [CPU] Optimization OEM OS platform Of these, the fabrication/OS point is the most profitable (but is dependent on the number of OEM adopters).  The second most profitable niche is optimization (which again is dependent on OEM adopter market share), followed by OEM markups.  In terms of expense, fabrication and operating system designs requires the greatest capital investment and the highest risk.
  • In terms of difficulty/risk, the fabrication and operating system are the most difficult/risky points.  Hence in terms of combined risk, cost, and profitability the ranking of which points are "best" is arguably: Optimization Architecture design OS platfrom OEM Fabrication ...with the fabrication point being last largely because it's so high risk. In other words, the last thing Intel wants is to settle into a niche of playing fabs for everybody else's product, as that's an unsound approach.  If you can't keep up in terms of chip design, you typically spin off your fabs and opt for a different architecture direction -- just look at Advanced Micro Devices, Inc.'s (AMD) spinoff of GlobalFoundries and upcoming ARM product to see that.
  • IV. Top Firms' Role on That Food Chain
  • Apple has seen unbelievable profits due to this fundamental premise.  It controls the two most desirable points on the food chain -- OS and optimization -- while sharing some profit with its architecture designer (ARM Holdings) and a bit with the fabricator (Samsung Electronics Comp., Ltd. (KSC:005930)).  By choosing to play operating system maker, too, it adds to its profits, but also its risk.  Note that nearly every other first-party exclusive smartphone platform has failed or is about to fail (i.e. BlackBerry, Ltd. (TSE:BB) and the now-dead Palm).
  • Intel controls points 1, 2, and 5, currently, on the food chain.  Compared to Apple, Intel's points of control offer less risk, but also slightly less profitability. Its architecture control may be at risk, but even so, it's currently the top in its most risky/expensive point of control (fabrication), where as Apple's most risky/expensive point of control (OS development) is much less of a clear leader (as Android has surpassed Apple in market share).  Hence Apple might be a better short-term investment, but Intel certainly appears a better long-term investment.
  • Samsung is another top company in terms of market dominance and profit.  It occupies points 1, 3, 4, and 5 -- sometimes.  Sometimes Samsung's devices use third-party optimization firms like Qualcomm Inc. (QCOM) and NVIDIA Corp. (NVDA), which hurts profitability by removing one of the most profitable roles.  But Samsung makes up for this by being one of the largest and most successful third party manufacturers.
  • Microsoft enjoys a lot of profit due to its OS dominance, as does Google Inc. (GOOG); but both companies are limited in controlling only one point which they monetize in different ways (Microsoft by direct sales; Google by giving away OS product for free in return for web services market share and by proxy search advertising revenue).
  • Qualcomm and NVIDIA are also quite profitable operating solely as optimizers, as is ARM Holdings who serves as architecture maker to Qualcomm, NVIDIA, Apple, and Samsung.
  • V. Four Scenarios in the x86 vs. ARM Competition
  • Scenario one is that x86 proves dominant in the mobile space, assuming a comparable process.
  • A second scenario is that x86 and ARM are roughly tied, assuming a comparable process.
  • A third scenario is that x86 is inferior to ARM at a comparable process, but comparable or superior to ARM when the x86 chip is built using a superior process.  From the benchmarks I've seen to date, I personally believe this is most likely.
  • A fourth scenario is that x86 is so drastically inferior to ARM architecturally that a process lead by Intel can't make up for it.
  • This is perhaps the most interesting scenario, in the sense of thinking of how Intel would react, if not overly likely.  If Intel were faced with this scenario, I believe Intel would simply bite the bullet and start making ARM chips, leveraging its process lead to become the dominant ARM chipmaker.  To make up for the revenue it lost, paying licensing fees to ARM Holdings, it could focus its efforts in the OS space (it's Tizen Linux OS project with Samsung hints at that).  Or it could look to make up for lost revenue by expanding its production of other basic process-sensitive components (e.g. DRAM).  I think this would be Intel's best and most likely option in this scenario.
  • VI. Why Intel is Unlikely to Play Fab For ARM Chipmakers (Even if ARM is Better)
  • From Intel's point of view, there is an entrenched, but declining market for x86 chips because of Windows, and Intel will continue to support Atom chips (which will be required to run Windows 8 tablets), but growth on desktops will come from 64 bit desktop/server class non-Windows ARM devices - Chromebooks, Android laptops, possibly Apple's desktop products as well given they are going 64 bit ARM for their future iPhones. Even Windows has been trying to transition (unsuccessfully) to ARM. Again, the Windows server market is tied to x86, but Linux and FreeBSD servers will run on ARM as well, and ARM will take a chunk out of the server market when a decent 64bit ARM server chip is available as a result.
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    Excellent article explaining the CPU war for the future of computing, as Intel and ARM square off.  Intel's x86 architecture dominates the era of client/server computing, with their famed WinTel alliance monopolizing desktop, notebook and server implementations.  But Microsoft was a no show with the merging mobile computing market, and now ARM is in position transition from their mobile dominance to challenge the desktop -notebook - server markets.   WinTel lost their shot at the mobile computing market, and now their legacy platforms are in play.  Good article!!! Well worth the read time  ................
Paul Merrell

Excite News - EU files antitrust charges against Google - 0 views

  • BRUSSELS (AP) — The European Union's competition chief is filing an antitrust complaint alleging Google has been abusing its dominance in Internet searches and is opening a probe into its Android mobile system.EU Competition Commissioner Margrethe Vestager said Wednesday she is "concerned that the company has given an unfair advantage to its own comparison shopping service."Vestager said the separate antitrust probe into Android will investigate whether the Internet giant relies on anti-competitive deals and abuses its dominant position in Europe's mobile market.Vestager said her chief goal was to make sure multinationals "do not artificially deny European consumers as wide a choice as possible or stifle innovation".Google's general counsel Kent Walker wrote late Tuesday that a "statement of objections" to Google's business practices was to be released by Vestager Wednesday.
Paul Merrell

F-Droid - Free and Open Source Android App Repository - 0 views

  • What is F-Droid? F-Droid is an installable catalogue of FOSS (Free and Open Source Software) applications for the Android platform. The client makes it easy to browse, install, and keep track of updates on your device.
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