Vendor News

AMD Gets (More) Serious About Mobile

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AMD shows more than serious intentions of building the next generation of low-power mobile processors-- Apple chip designer Jim Keller joins the company as corporate VP and chief AMD microprocessor core architect. 

Jim KellerKeller is former Apple platform architecture group director, where he led development of several generations of iDevice processor designs. Prior to Apple Keller was VP of design at fabless semiconductor design firm P.A. Semi, a company bought by Apple in 2008 for $278 million. He is also the co-author of the HyperTransport specification, as well as the x86-64 processor instruction set. 

Keller already has a bit of a history with AMD-- he helped design the AMD Athlon 64 and Opteron 64 processors around 10 years ago. 

At AMD Keller reports to AMD CTO Mark Papermaster, another ex-Apple hire. 

The news follows another mobility-related AMD announcement-- AMD now licenses ARM designs (specificallly the ARM Cortex-A5) in order to add security features to its next generation of mobile processors. 

Go Computer Architect Jim Keller Joins AMD

Apple's Q3 Disappoints Wall Street

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Wall Street sometimes gets too greedy-- despite fiscal Q3 2012 revenues reaching $35 billion and profits worth $8.8bn (up from $7.3bn in Q3 2011) Apple misses Wall Street estimates, causing analysts to declare the quarter a bust.

AppleInternational sales account for 62% of Q3 2012 revenues.

Strong earnings, but not strong enough for Thomson Reuters analysts expecting revenues worth $37.2bn.

Mind, iDevice numbers see Q-o-Q declines-- Q3 iPhone sales reach 26 million, up by 28% Y-o-Y but down by -26% sequentially, maybe due to continual rumours on the next iPhone model. Meanwhile iPad sales reach 17m with 86% Y-o-Y growth.

Macs appear to beat the negative trend hitting the global PC market (-0.1% Y-o-Y decline in Q2 2012 according to Gartner) with sales reaching 4m units and 2% Y-o-Y growth.

The iPod however loses in popularity as sales drop by -10% Y-o-Y (or -12% Q-o-Q) to reach 6.8m.

Wall Street expected higher sales and growth for all devices... and as a result Apple share prices are down.

Read more...

Patent War: Apple Wins EU Tab 7.7 Ban

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Apple wins an EU-wide preliminary injunction banning sales of the Samsung Galaxy Tab 7.7 tablet as the Düsseldorf regional court decides the devices infringes on Apple design rights.

Apple vs SamsungHowever Samsung can still continue selling the larger Galaxy Tab 10.1N-- the revised model Samsung released to work around earlier design infringement accusations. The Düsseldorf court had already decided in favour of the 10.1N variant back in February 2012

The Galaxy Tab 7.7 ban theoretically covers all EU countries except Germany, where a ban against the tablet is already in place.

However earlier in July a UK high court decided Samsung tablets are less "cool" than the iPad, and therefore do not infringe on Apple tablet patents.

Read more...

Nokia Teaming Up with Operators?

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The Financial Times reports Nokia might "rip up its traditional mass marketing strategy" once it reveals its latest Windows Phone 8 handset-- with exclusive partnerships with European operators.

NokiaOperators reportedly in talks with Nokia include France Telecom and Deutsche Telekom (with UK joint venture Everything Everywhere), but such talks are "still exploratory" and nothing is confirmed as yet.

Nokia already has a similar fairly successful exclusive sales agreement in the US with AT&T.

Such an approach (creating dedicated support while ditching retailers) represents a change from the typical Nokia sales strategy, where all channels sell as many phones as possible.

One of the FT's sources says Nokia will even offer a financial stake in the success of the range to the operator of choice.

Are Nokia's Window Phone smartphones the handsets of customer choice? While Lumia Q2 2012 sales figures surprised the company (reaching million units), customers still appear to prefer Apple and Samsung offerings.

Go Nokia in Windows Talks With Operators (FT.com)

Go Nokia Q2 2012 Interim Report

Beats Buys Back... Beats

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Back in 2011 HTC bought a 51% stake (worth $309 million) in high-end headphone maker Beats Electronics. Now Beats buys back 25% of the company from HTC in a move the 2 companies describe as a "realignment."

HTC BeatsThe buy-back apparently "provides  Beats with more flexibility for global expansion while maintaining HTC's major stake and commercial exclusivity in mobile."

Why did HTC even buy a headphone maker to begin with? The reason lies in the statement above-- the (still exclusive) use of Beats technology, a means for HTC to distinguish itself in a crowded mobile market.

Beats is best known for its partnership with rapper/music producer Dr. Dre, as well as for Monster's role as maker and exclusive distributor. It recently purchased music streaming service MOG. 

Will HTC still get access to Beats-powered music-as-a-service?

Go HTC Investor