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[读书学习] NVDA + ARMH == Cloud Computing

CES: Nvidia, LG Unveil ‘Optimus X2′ Tegra 2 Super Phone; Project Denver With ARM

Posted by Tiernan Ray

Next up, the press conference for Nvidia (NVDA),

which has a line a block long or more inside Venetian hotel.

Nvidia is expected to talk about their Tegra 2 processor and its use in tablet computers. Here’s hoping I get in!

Alright, I’m in now.

And they even have complimentary WiFi set up. Thank goodness. Nvidia’s

CEO Jen-Hsun Huang comes up on stage.

Why is this CES different from all others? Because we’ll look back in years to come and realize that this is when our notions of personal computing changed. He harkens back to Comdex of 1995, when it was clear the world of computing would be different because of the announcement of Windows 95 and Direct X. That changed the PC from an office automation machine into a truly personal computer, with video games, etc. The introduction of the iPad is as revolutionary as Windows 95 and Google’s arrival was, Huang says.

Going forward, we will have more than one of these computing devices in our lives, and the number of devices in the world will be in the tens of billions, Huang says. The company’s Tegra 2 is a superchip, says Huang, able to “leap tall buldings,”

he quips.

The mobile device is going to become a computer first, and a phone only secondarily. The company has teamed with Adobe (ADBE) to develop the world’s first fully accelerated Flash processor.

Huang promisses there will be announcements all week about Tegra 2 related to not just mobile phones and tablet computers, but also as relates to Tegra 2 used in cars.

Tegra can really help with energy consumption of processors in car instrumentation, etc. But today, Huang wants to talk about the category of the Super Phone. “This is going to be a surprisingly fast-growing market,” says Huang, because the carriers have a vested interest in promoting them to drive revenue per user higher. And on that note, Huang welcomes Yongseok Jang, VP for mobile devices with LG Electronics, to announce the Optimus X2, the first Tegra Super Phone.

Huang wants to take the Optimus for a test drive. The device has an HDMI output. He plugs it into a Panasonic television.

He’s playing “Angry Birds on the phone, through the television set. Then he plays back an animated film. Graphics quality in both, playing back through the TV, looks very good, from where I sit.

The phone has an 8-megapixel camera, and e Tegra 2 makes it “super fast,” says Huang.

Huang calls the phone the first truly multi-tasking phone. He goes into a flash demo. But the attempt to pull up the WSJ Web page on the phone us choking. Huang begs the audience to “give me some bandwidth.” the demo continues to choke. “Aw, you guys really suck,” jokes Huang. “Imagine a Web site coming up, and Flash coming up, says Huang.

Huang continues in a tribute to Flash that is very, very intense. “Flash is one of the most important things for a phone to be able to do,” he says. Shows off a video comparing two phones trying to play a Flash game. Definitely a difference in performance, obviously.

Huang introduces Shantanu Narayan, CEO of Adobe.

Huang feeds Narayan all sorts of softball questions, asking him to talk up the extreme important of Flash on the Web.

Now a question about Flash versus HTML 5. “It’s really a non-issue,” says Narayan. (Are you listening, Steve Jobs?).

Huang brings out Jeremy Stieglitz, head of game designer Trendy Entertainment, to talk about the porting of its console video game “Dungeon Defenders.”. They show a demo of two players on XBox and Playstation 3 playing the original version, and a person playing it on the Optimus 2. Looks pretty smooth on the Optimus, as smooth as on the consoles.

Next up is Karsten Wysk, CEO of Mobile Bits, which developed “Angry Birds.” he says his developers are happy again because with Tegra 2, developers can have the full resources — polygons, etc. — that they are used to on the desktop.

Kyle Malady, VP of network and technology for Verizon Communications. Malady says CES is Verizon’s coming out party for 4G wireless services. “I’ve been getting continuously over 20 megabits per second” on LTE traveling around the country, says Malady.

4G is going to really make possible gaming on broadband mobile devices, and video, says Malady.

Next, Skype. Huang wants to introduce Manrique Brenes, VP of product development at Skype. He asks him to come onstage, because the plan for a video conferencing session live is being humbled by the lack of bandwidth in the room.

Huang says it will now be possible to do HD video conferencing on an Android-based tablet computer. But the demo will have go wait.

Now Huang is stumping for ARM-based processors. If you’re a developer and not developing for ARM, you’ve got your head in the sand. Take a look at projected annual shipments of ARM versus X-86: over the next several years, there will be more ARM chips shipped than all the X-86 chips ever shipped.

Huang throws up a slide, “Microsoft said to be unveiling Windows for ARM chips.” I found this on the Web, he says, to much laughter. “I wonder if they’ll be talking about this,”.

Huang says Nvidia has been working for some time on Project Denver. What is it? A full custom processor in partnership with ARM. “This is Nvidia’s first CPU project. The first ARM processor focused on high-performance computing.

Idea is to take ARM chips beyond mobile to super computers, cloud computing, etc

“I think this is a game changer,” says Huang.

“With Apple, Google, Microsoft, now supporting ARM, we want to extend ARM into every aspect of computing.”
Nvidia plans to make core PC chips for cloud computing

Nvidia shares rise on Barclays upgrade (12:59p)

NVDA ARMH
SAN FRANCISCO (MarketWatch) -- Nvidia Corp. (NVDA 17.10, +0.12, +0.71%)  on Wednesday announced a plan to build central computer processors based on designs by ARM Holdings (ARMH 22.10, +0.22, +1.01%) , in a major shift for the graphics chip giant. The plan, codenamed Project Denver, aims to develop processors for PCs, servers, workstations and supercomputers. The plan was unveiled at the Consumer Electronics Show in Las Vegas. Shares of Nvidia jumped 7.7% to close at $16.98.
发哥好。。。
tfmegatron 好。。。
NVDA may become a buyout target of Samsung


CES-Samsung says open to mobile chip M&A, sees foundry deals

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Fri Jan 7, 2011 8:33pm EST

* Focus on growing foundry, non-memory chip business

* Open to M&A, will seek alliances for expansion

* Sees more chip outsourcing deals from fab-light clients

By Miyoung Kim

LAS VEGAS, Jan 7 (Reuters) - Samsung Electronics Co (005930.KS) is open to acquisitions to grab a bigger share of the booming mobile processor market, and is expecting to win more chip manufacturing deals in the next two to three years.

The South Korean company is the world's biggest maker of memory chips but it lags far behind in the non-memory chip processor business dominated by the likes of Qualcomm (QCOM.O), Texas Instruments (TXN.N) and Broadcom (BRCM.O).

"We constantly study the market and try to determine what's the best ... and there's absolutely no reason why we want to avoid doing M&A," Wong Yiwan, vice president of Samsung's system chip business, told Reuters in an interview in Las Vegas at the Consumer Electronics Show.

"By the same token, we do other things that actually complement what we do ... clearly things like partnership. It's very difficult for one company to do everything."

No.1 mobile chip producer Qualcomm announced a $3.2 billion deal this week to buy Atheros Communications Inc (ATHR.O), a key producer of chips used for Wi-Fi and bluetooth, showing its desire to become a stronger player in supplying chips for smartphones and tablets. [ID:nN05263201]

Cash-rich Samsung had been reportedly interested in buying Infineon's (IFXGn.DE) wireless chip unit, which Intel (INTC.O) snapped up instead for $1.7 billion last year.

Its system chips division saw strong growth last year, driven by robust demand for mobile processors and image sensors, but an organic-growth approach kept its global share in an exploding mobile chip market at around 3 percent, according to research firm iSuppli.

The business also represents around 20 percent of Samsung's overall semiconductor business. Its mainstay memory chip operation, ranked the world's largest, earned 20 trillion won in revenue in the first nine months of 2010.

While still small in comparison, the division is expected to help offset weakening growth in memory chip demand, helped by rising popularity of smartphones, tablets and Internet TVs.

MORE FOUNDRY DEALS

Wong also expects to secure more outsourcing deals for chip manufacture in coming years, as belt-tightening companies shed capital-intensive investment in chip-making facilities.

Samsung said last month it had won a deal from Japan's Toshiba Corp (6502.T) to produce system chips, as the Japanese firm seeks to reduce its non-memory chip exposure. [ID:nSGE6BM0BE]

"Our foundry business is doing very good. Many companies are adopting fab-light strategy. So demand for foundry service support has become stronger, and we actually benefit from that," Wong said.

"Clearly, expansion in foundry is our major focus ... so the next two, three years, you'll probably see more relationships being set up between our company and other companies on the foundry side."

Samsung trails Taiwan's TSMC (2330.TW) and UMC (2303.TW), the world's the two biggest foundry chipmakers, but its aggressive investment plan is improving its ability to churn out large numbers of high-performance chips at low cost.

Revenue from foundry chipmakers, which produce chips on behalf of fabless companies such as Texas Instruments (TXN.N), Qualcomm (QCOM.O) and Nvidia (NVDA.O), is estimated to have grown by 42 percent in 2010 to $28.9 billion and reach $33.7 billion in 2011, according to research firm iSuppli.
SAN FRANCISCO (MarketWatch) - Intel Corp. /quotes/comstock/15*!intc/quotes/nls/intc (INTC 20.69, +0.03, +0.15%) and Nvidia Corp. [s:nvda] have signed a cross-licensing agreement and resolved outstanding pending disputes between the two chip giants. As part pf the deal, Intel will pay Nvidia $1.5 billion over the next five years.
It's ARMH's turn today!  
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