Chipsets

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

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

Hewlett-Packard was one of the early trendsetters in the ultrathin laptop market with its Voodoo design. But the product has languished for more than a year. What happened--or what will happen--isn't clear.

The ultrathin laptop market is hot and one of the most visible laptop segments today. And activity in this segment has spiked recently in the wake of a raft of new, inexpensive thin laptops from MSI, Acer, and Lenovo, using low-power Intel chips.

The Apple MacBook Air and Dell Adamo are two of the most prominent designs. The Air has now been refreshed twice. Dell's svelte Adamo was announced in March, complementing its ultrathin business laptop, the Latitude E4200.

But the razor-thin 0.7-inch-thick Voodoo Envy 133--first announced in June 2008--has stood still.… Read more

Intel appears ready to take another crack at flash memory-based acceleration--this time offering it with future chipsets.

"Braidwood is a flash memory technology that provides faster boot-up time, faster application launch, and a snappier, more responsive system," said Rob Crooke, vice president and general manager of Intel's Business Client Group, speaking during a presentation streamed over the Web from the Computex conference in Taipei, Taiwan, earlier this week.

Braidwood will be offered with the future "5 Series" chipset family--which is Intel's first single-chip chipset--and the future "Clarkdale" processor (see discussion below).

The … Read more

When your iPhone's screen automatically reorients itself, it's using a nascent silicon technology expected to become a $1.7 billion market by 2013.

It's called an accelerometer--and the iPhone brought these devices into the mainstream.

"When you turn your iPhone to the side and the screen automatically adjusts from portrait to landscape view, there's an accelerometer at work. And when you swing your (Nintendo) Wii controller and bowl a virtual strike, there's an accelerometer at work there too," iSuppli noted in a report released Thursday. The market for these devices is expected to grow to $1.7 billion in 2013, up from $947.7 million in 2007, according to the market research firm.

Accelerometers are based on another burgeoning silicon field, Microelectromechanical Systems, or MEMS--also referred to as micromachines. MEMS are made up of components typically no larger than 100 micrometers in size and usually integrate a microprocessor and other components, such as the microsensor found in the iPhone's accelerometer.

Accelerometers in recent years have emerged as a popular input device for some of the world's hottest electronic products, causing shipments to boom, according to iSuppli. "Due to this rapid sales growth, accelerometers by 2013 will displace the current leading MEMS products--inkjet heads and Digital Light Processing (DLP) chips--to become the dominant type of MEMS device sold worldwide in 2013," said Jérémie Bouchaud, iSuppli principal analyst for MEMS, in a statement.

"Consumers' desire for motion-sensing in smart phones and video game systems will boost demand for accelerometers," Bouchaud added.… Read more

Updated on May 6 at 6:35 p.m. PDT with additional comments from Intel.

A small brouhaha is erupting over Windows 7 and Intel processors. The hubbub is centered on which Intel processors will not support "XP mode" in Windows 7 and, by extension, which PCs will not support XP mode. Retail laptops may be one of the most prominent segments affected.

What is XP Mode? Here's how Ina Fried of CNET News describes it: "XP mode consists of two things, the Windows Virtual PC engine and a licensed copy of Windows XP Service Pack … Read more

Qualcomm and Broadcom announced Sunday that they have agreed to end patent litigation between the companies worldwide, with Qualcomm paying Broadcom $891 million, according to the announcement.

On Wednesday, Qualcomm delayed its second-quarter earnings statement, citing advanced settlement discussions with Broadcom.

Qualcomm made this statement Sunday: "Qualcomm and Broadcom today announced that they have entered into a settlement and multi-year patent agreement. The agreement will result in the dismissal with prejudice of all litigation between the companies, including all patent infringement claims in the International Trade Commission and U.S. District Court in Santa Ana, as well as the … Read more

Updated at 3:50 p.m. PST: correcting for Intel GN40 graphics support and adding pricing information for target market.

Acer launched a PC Tuesday that attempts to bring PC-class performance to Atom-processor-based PCs.

The Acer AspireRevo is the first Atom-based PC from a major PC supplier to use Nvidia's Ion chipset that packs GeForce 9400M graphics, the same graphics used in the Apple 13-inch MacBook and MacBook Air.

By design, Atom is a more power frugal and, concomitantly, slower processor than Intel's mainstream Core 2 chip architecture.

The AspireRevo's marquee external feature is the diminutive size: … Read more

Any gamer worth his or her salt is quick to decry gaming on Intel graphics silicon. But wait. The platform is taking off, according to Intel.

"So you want to know what's so compelling about making sure your game runs on Intel integrated graphics?" Aaron Davies, a senior marketing manager in the Intel Visual Computing Software Development group, asked in a video on the Intel Software Network Web page. "Here's your answer: Mercury Research showed that in 2008, for the first time, integrated graphics chipsets outsold discrete (graphics chips), and in 2013, we expect to … Read more