ARM

The rumors appear to be true: Microsoft's Zune HD media player will use Nvidia's Tegra, a processor that will play a pivotal role in the chip supplier's future.

PC Perspective reported Tuesday that the Zune chip had been confirmed by Nvidia "staff" at Computex, earlier this month.

Nvidia Chief Executive Jen-Hsun Huang said at the company's analyst day on Tuesday that the Tegra processor is expected to account for half of Nvidia's business in a few years. If this prediction comes true, Nvidia will bear little resemblance to the company it is today: … Read more

I spent Tuesday at Nvidia headquarters, attending the company's annual Analyst Day.

I've been to most of Nvidia's analyst events over the last decade or so, since I covered Nvidia almost from its inception while working as the graphics analyst at Microprocessor Report. These meetings are always a good way to get an update on the company's business operations, and sometimes--like this time--one provides exceptionally good insight into larger industry trends.

Nvidia has had a rough couple of quarters in the market, which CEO Jen-Hsun Huang blamed in part on a bad strategic call in early 2008: to place orders for large quantities of new chips to be delivered later in the year. When the recession hit, these orders turned into about six months of inventory, much of which simply couldn't be sold at the usual markup.

In response, Nvidia CFO David White outlined measures the company plans to take to increase revenue, sell a more valuable mix of products, reduce the cost of goods sold, and cut back on Nvidia's operating expenses.

Three things stood out for me in this presentation:

Nvidia is planning an aggressive transition to state-of-the-art ASIC fabrication technology at TSMC, the company's manufacturing partner. Within "two to three quarters," White said, about two-thirds of the chips Nvidia sells will be made using 40-nanometer process technology. (The first of these chips were announced Tuesday.)

White also acknowledged something that I've long assumed to be true: Nvidia receives "preferential allocation" on advanced process technology at TSMC. It's logical that Nvidia should get the red-carpet treatment, having been TSMC's best customer for many years, but I don't recall hearing Nvidia or TSMC put this fact on the record before.

The third notable point from White's presentation: the gross margins for Nvidia's Tegra, an ARM-based application processor--which Nvidia's Mike Rayfield, general manager of the Tegra division, says has already garnered 42 design wins at 27 companies--are much higher than I'd have guessed--at "over 45 percent." That's quite excellent for an ARM-based SoC; it's a very competitive market.

More surprises The technical sessions at the event contained their own surprises.

For example, Nvidia effectively seized control of an old Intel marketing buzzword: "balanced."

For years, Intel used to talk about… Read more

Updated at 4:30 p.m. PDT adding Tegra, Intel, and Ion discussions.

On Tuesday, Nvidia Chief Executive Jen-Hsun Huang said at the company's analyst day that the graphics processor will be an equal partner with Intel processors, citing Apple as an early trendsetter.

On other fronts, Huang said that the ARM-based Tegra processor is expected to account for half of Nvidia's business in a few years. He also repeated claims about Intel crimping the success of its Ion processor in Netbooks.

Huang said that "CPU-GPU co-processing" is the future of computing. (CPU stands for central … Read more

Android running on devices at Computex was "snappy," while Windows 7 less so, according to a Gartner report published Monday. The report concluded that there is momentum behind the ARM chip platform.

"Android is the first Linux OS backed by a strong consumer brand--Google," write analysts Christian Heidarson and Ben Lee in Gartner's Semiconductor DQ Monday Report.

Though they stopped short of endorsing the platform--saying that Android is a work-in-progress--they did offer some hope for future Android-based devices running on ARM processors versus Windows 7-based Netbooks running on Intel's Atom processor. "There is … Read more

ARM, the company that designs chips for the world's smartphones, said handset makers will deliver the first models using more than one processor core next year, as high-end mobile phones begin to mimic the hardware attributes of PCs.

And that means top smartphone suppliers such as Apple and Palm, which both use ARM-based processors, will likely deliver models packing at least two cores inside the main processor--referred to as an application (or applications) processor.

This is a natural progression for high-end smartphones like the iPhone and Palm Pre as the software those phones run gets increasingly sophisticated.

"You'll definitely see handsets shipping with a dual-core A9 in 2010," James Bruce, wireless segment manager for ARM, said in a phone interview earlier this week, referring to the next-generation Cortex-A9 processor from ARM.

The Palm Pre uses a processor based on the current-generation Cortex A8. The iPhone also uses an Apple-branded chip that is based on an ARM design.

"The A8 is just a single core while the A9 will be dual-core, all the way up to quad-core to give smartphones an even bigger performance boost," Bruce said.

He said the move to dual-core phones should happen relatively quickly. "It's very aggressive. It's only going to be in a year's time that you're going to get these phones," he said.

And what about power consumption, a critical concern for smartphones looking to deliver all-day battery life? "What we've done on the A9 is actually make it more power efficient than the A8. The dual-core A9 will be coming out on 45-nanometer rather than the (current) 65-nanometer process," Bruce said. Generally, the smaller the geometries, the faster and more power-efficient the processor is.

Bruce continued. "With the dual-core running at maximum load there's probably going to be an increase of about 10 to 20 percent in power consumption but in general day to day use you're actually going to see better battery life." … Read more

So, where does the Apple iPhone 3G S get its claimed "2x faster" leap in speed? Rumors are rampant that Apple is using a new chip to crank up the performance.

Why rumors when Apple has already announced the iPhone 3G S? Apple doesn't disclose chip-level hardware specifications. Moreover, Apple clearly wants to convince any prospective buyer than it's not the iPhone's individual parts that matter but the Apple-branded whole.

The fact is no one will know for sure until teardown specialists like iFixit and iSuppli actually disassemble the iPhone 3G S. "Until we … Read more

Apple's announcements this week expanded the range of the MacBook Pro product line, which now covers starting prices from $1,199 to $2,499.

In effect, the Pro line has absorbed the aluminum-cased models from the MacBook line, which is now reduced to a single model with a white plastic case, a look that debuted over three years ago.

Some "Pro" models now have features that used to be hallmarks of the basic MacBook notebooks: integrated graphics and no ExpressCard slot. I think of these as consumer-oriented choices, and I'll throw in the standard glossy screen finish on the 13-inch and 15-inch models. A glossy screen looks better for movies, but it's unacceptable for some professional users.

Consumers should be happy to migrate to the MacBook Pro line, since they can now get features and options never before offered on MacBooks: FireWire 800, for example, and support for up to 8GB of DRAM.

Professional users, on the other hand, are now reduced to just one good choice: the 17-inch MacBook Pro, which includes an ExpressCard slot and can be ordered with an antiglare screen.

So in a way, Apple's newly expanded notebook line is narrower than it used to be -- there's room both above and below, especially if the plastic MacBook is allowed to fade gracefully into history.

… Read more

An Eee PC Netbook based on a Qualcomm processor that runs Google's Android operating system looks promising as an alternative to the millions of Netbooks out there tethered to Intel Atom processors and Microsoft Windows.

Asus was showing a Netbook at the Computex conference in Taipei running the Android OS on top of Qualcomm's Snapdragon processor, according to this TweakTown video.

When Asus plans to ship a Netbook based on Qualcomm's Snapdragon processor isn't clear and Asus is not disclosing its plans (later this year?), but it becomes even less clear when you add Google's … Read more

Qualcomm said Sunday that it is adding new Snapdragon silicon to its series of chips for Netbooks and other small devices while it showcases devices at the Computex conference in Taipei.

The San Diego-based company announced that it is expanding the Snapdragon chip platform with a next-generation chipset that uses the 45-nanometer process technology to provide faster processing, significant battery life improvements, and other enhancements.

The chips are targeted at smartphones and so-called smartbooks. The latter is a category of small devices that, in some cases, will be similar in appearance to Netbooks but will emphasize 3G connectivity and be … Read more