The gadget industry is waiting in suspense, wondering if you're going to buy an Apple tablet. Because if you do, they're going to flip the production line's on switch.
The ultrathin MacBook Air exudes some of the aspects of an expected Apple tablet, according to one analyst.
(Credit: Apple)Apple has a knack for creating new categories of devices. The iPhone arguably created the high-end smartphone segment and the design was parroted by dozens of device makers and carriers. The MacBook Air inspired the ultrathin laptop category.
The expected--and highly anticipated--Apple tablet would do the same. Manufacturing companies in Asia are eager to find a new category of devices to fill up their factories, according to an analyst I spoke with recently who monitors these things.
I will make an exception--which I almost never do--and not identify the analyst. He claims to have seen a prototype of the Apple tablet and would prefer not to be identified. (Yeah, I know, more than a few analysts claim they have seen the furtive device. But I will go out on a limb and say I trust him. He claims the MacBook Air has some of the aesthetic qualities of the tablet.)
The point is that many Asia-based manufacturers would be quite pleased if the Apple tablet was a success and, as a result, ushered in a new device category. Needless to say, companies like Dell, Sony, and Acer would quickly follow suit if consumers started snapping up boatloads of Apple tablets.
But Apple will stay above the fray, according to this analyst, offering a device that's very thin, light--and expensive. In other words, don't expect Apple to bring out a $199 tablet, as you may see from other companies that market a media pad-type device. Apple won't be bashful about charging more than $500.
Competing devices will vary widely. My prediction is that the market outside of an Apple-branded tablet will not be a Windows-Intel enclave. Like cell phones and media players, many tablet devices will likely be offered by carriers and device makers using the ubiquitous ARM processor that runs operating systems like Google's Android or the upcoming Chrome OS.
Why ARM chips? They're cheap, very power efficient (necessary for all-day battery life), and have enough horsepower to make a tablet experience compelling. Texas Instruments, Qualcomm, Samsung, and Nvidia are either offering chips now--or are slated to bring out silicon next year--that can easily scale up from smartphones to larger devices like tablets or media pads.
What's that? Don't think you would buy one? Don't think a tablet fills a market need? Get back to me a year from now when you have a sudden epiphany and find yourself in an Apple Store or Best Buy eying one as an essential adjunct to your inner circle of gadgets.
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.
Apple claims a speed jump up to two times faster than the previous iPhone: a lot of that may be due to the new processor.
(Credit: Apple)The fact is no one will know for sure until teardown specialists like iFixit and iSuppli actually disassemble the iPhone 3G S. "Until we actually decap those chips, we won't know exactly which chip it is," according to Francis Sideco, senior analyst for wireless communications at iSuppli.
Kyle Wiens, one of the founders of iFixit, said Wednesday he is flying to Europe to get his hands on the iPhone 3G S and take it apart.
So, what does Apple claim exactly? Here's the Apple ad copy on its Web site. "The Fastest iPhone Ever. The first thing you'll notice about iPhone 3G S is how quickly you can launch applications. Web pages render in a fraction of the time, and you can view e-mail attachments faster. Improved performance and updated 3D graphics deliver an incredible gaming experience, too. In fact, everything you do on iPhone 3G S is up to two times faster and more responsive than iPhone 3G."
Technology Web site Anandtech claimed Wednesday that it knows what the chip is. "Although unannounced, the iPhone 3GS uses (again) a Samsung (system-on-a-chip) but this time...it's got a Cortex A8 and PowerVR SGX; just like the (Palm) Pre," according to an analysis published Wednesday at Anandtech by Anand Shimpi, editor in chief .
Most smartphones today--including the previous versions of the iPhone--are based on some version of an application processor design from U.K.-based ARM. The Cortex A8 is a newer, faster version of the ARM design.
A T-Mobile Netherlands' Web page has published features that specify "256 RAM" and "600 MHz-processor." The link is cited in a report published Wednesday by AppleInsider.
"My gut tells me the Cortex A8 is very possible," said IFixit's Wiens, responding to an e-mail query. Though he emphasized that he is simply guessing. iSuppli's Sideco said that the 600MHz speed cited on the T-Mobile Web site doesn't necessarily mean that Apple is using the latest and greatest ARM design. "I wouldn't necessarily make that connection," he said, adding that there are 600MHz ARM processors available based on older designs.
That said, if the Anandtech report is true, this means the iPhone 3G S's application processor--essentially the brain of a smartphone--is similar to the processor used in the Palm Pre. The Texas Instruments' chip in the Pre is also a Cortex-A8 design core from ARM.
Here's what ARM says. The Cortex-A8 processor "is the highest performance, most power-efficient processor available from ARM. With the ability to scale in speed from 600MHz to greater than 1GHz." And using argot probably lost on many readers, it is an in-order, dual-issue, superscalar microprocessor core. Over-simplified translation: it can do more than one thing at a time.
These specifications compare favorably to the processor used in the previous iPhone: an older-generation ARM chip running at 412MHz.
The Palm Pre chip also integrates a Powervr SGX 2D/3D graphics accelerator based on a design from Imagination Technologies. The Anandtech report claims that the iPhone 3G S also uses this graphics silicon.
One of the big mysteries is how much tweaking Apple does to the basic ARM chip design. In one respect, this question is answered very visibly since Apple stamps its brand on the iPhone processor. And for future iPhones, Apple is expected to tap proprietary technology from the recently acquired P.A. Semi. "With their acquisition of PA Semi, the apps (application) processor is the most likely slot to get internalized," according to Sideco, referring to the likelihood that Apple will focus in-house development on the main processor inside the iPhone.
Marion Morales, vice president of IDC's semiconductors research program, said last month in a phone interview that though Apple uses Samsung chips, "when you look at the processor itself, they're designing the processor and using Samsung as a foundry (factory)," he said, underscoring the fact that Apple emphasizes internally developed technology and de-emphasizes external suppliers, even large companies like Intel and Samsung.
Future versions of Imagination Technologies' graphics cores could mean iPhone games far more sophisticated than 'Super Monkey Ball.'
(Credit: Apple)Apple has taken a small stake in a British chip designer, revealing how the company plans to power the graphics in future iPhones and iPod Touches.
Imagination announced Thursday that Apple has acquired a 3.6 percent stake in the company, which will only cost Apple 3.2 million pounds, or about $5 million. Imagination designs chip cores for a variety of applications, but its most prominent designs are its PowerVR cores for graphics in mobile phones.
That is believed to be the source of Apple's interest in the company, according to AppleInsider, which has tracked Apple's interest in the PowerVR technology for some time. Earlier this year Imagination announced that a "international electronic systems company" had acquired a license for the PowerVR graphics cores, and in Thursday's press release, Imagination said Apple was also a licensee.
The PowerVR cores will likely sit alongside the ARM-based processor core designs that the former P.A. Semi team is believed to be developing for future iPhones. Imagination has also signed a manufacturing license deal with iPhone processor maker Samsung, perhaps a sign that Apple will continue to use Samsung as a manufacturing partner once the P.A. Semi designs are complete.
The second-generation iPod Touch uses a slightly faster processor than the iPhone 3G.
(Credit: Apple)Apple appears to have upped the processing speed of the iPod Touch in order to help it go after the portable-game market.
Touch Arcade reports that the applications processor inside the second-generation iPod Touch unveiled in September is actually running faster than the processor inside the iPhone 3G, which runs at the same speed that the original iPhone and iPod Touch used. The new iPod Touch's ARM-based processor is running at 532MHz, while the iPhone 3G's processor runs at 412MHz.
A game developer interviewed by Touch Arcade noticed a huge difference in 3D-rendering speed as a result of the speed bump. As we remember fondly from our "megahertz madness" days of the Intel-AMD competition in the PC, processor speed is not the only measure of performance, but it is an important one.
With the arrival of the App Store, Apple has been marketing the latest iPod Touch as a gaming device in its latest round of commercials, almost completely ignoring the fact that it's a music and video player as well.
It seems that Apple has room to boost the clock speed of the processor to 620MHz, according to ARM's specifications, but that requires striking a balance between performance and battery life.
Intel's Shane Wall, at left, explains why he thinks the iPhone suffers from its use of an ARM chip, while Intel's Pankaj Kedia listens.
(Credit: Suzanne Tindal/ZDNet.com.au)Intel's romance with Apple appears to have gone sour.
Company executives have decided to start including the iPhone as one of their prime examples of smartphones that don't run "the full Internet" because they don't use an Intel chip, according to a report out of the Intel Developer Forum in Taipei from our friends down under at ZDNet Australia. This specious argument--that ARM-based chips aren't man enough to run the Internet--is nothing new from Intel, but the decision to highlight the iPhone as part of that argument is.
Intel has been trying to wedge its way into future mobile computers by taking on ARM, which designs cores that power more than 90 percent of all mobile phones in the world. Its argument is that since the PC-based Internet experience is run by Intel's x86 architecture, that's the only possible solution for future sophisticated mobile computers.
But as Engadget points out, say what you will about the iPhone, but few people complain about its inability to run "the full Internet." The most frequent criticism of the iPhone's Internet-running ability is probably that it can't play Flash content, but that has more to do with Apple CEO Steve Jobs' belief that Adobe's Flash Lite isn't good enough for the iPhone than any technical limitations on the part of the ARM processor. In fact, Adobe is believed to have a Flash player for the iPhone all ready to go if and when Apple decides to approve its inclusion on the iPhone.
When it first broached this argument last year, Intel refused to publicly identify specific smartphones it used to produce a PowerPoint slide for an IDF keynote damning ARM-based smartphones as error-prone when browsing the Internet, saying it didn't want to embarrass anyone. At the time, it probably thought that it could one day win Apple over to its side when the Moorestown chip arrived, and it was still smitten with its hot new paramour that made old lovers Dell and HP look impossibly lame.
But Apple decided not to wait for Intel, doubling down with its bet on the ARM architecture by snapping up chip design firm P.A. Semi and putting them to work on future CPUs based on the ARM architecture for the iPhone and iPod Touch. It then took the further step of dumping Intel's integrated graphics chipsets from the MacBook, highlighting (once again) just how far Intel has to go to make a competitive graphics chipset.
And so, suddenly the iPhone is a prime example of a smartphone that just doesn't have what it takes, according to Intel's Shane Wall. "Any sort of application that requires any horsepower at all and the iPhone struggles," he said.
The thing is, developers, customers, and carriers don't seem too bothered. As The Inquirer's Paul Hales observes, "ARM has chips in over a billion mobile internet devices and Intel's are in, ooh, half a dozen or so."
Hell hath no fury like a chipmaker scorned.
Future iPhone processors may be designed exclusively by Apple's new P.A. Semi team of engineers.
(Credit: CNET)The magic of social networking has confirmed that Apple plans to make its own ARM-based processors for future versions of the iPhone.
The New York Times spotted the LinkedIn profile of Wei-han Lien, Apple's senior manager of CPU development, over the weekend. Lien's job description, according to his profile, involves managing the ARM CPU design team for Apple, an extension of his previous work at P.A. Semi.
It's been pretty clear for a while that Apple bought P.A. Semi earlier this year to work on developing its own chips for the iPhone, but as the Times points out, Apple has never specifically said that it planned to make CPUs: many different chips inside a modern smartphone use a processor based on one of ARM's cores.
However, CEO Steve Jobs did say that Apple was planning to have the engineers make "system-on-chips" for the iPhone, which implies they were tackling the whole package, CPU included. Another solid hint was the disappointment expressed by Intel's Pat Gelsinger over missing out on the design win for the next-generation iPhone, as well as Apple's apparent decision to secure an architectural license for the ARM core.
A new architectural licensee revealed by mobile-chip designer ARM might just be an old friend.
ARM Chief Executive Warren East revealed on an earnings conference call on Wednesday that "a leading handset OEM," or original equipment manufacturer, has signed an architectural license with the company, forming ARM's most far-reaching license for its processor cores.
East declined to elaborate on ARM's new partner, but EETimes' Peter Clarke could think of only one smartphone maker who would be that interested in shaping and controlling the direction of the silicon inside its phones: Apple.
And at first blush, the theory makes a lot of sense. Apple acquired P.A. Semi earlier this year to put CEO Don Dobberpuhl and his team of designers to work on developing new chips for the iPhone and iPod Touch, which currently use chips manufactured by Samsung, Marvell, and NXP based on the ARM core. Dobberpuhl has a long history with the ARM architecture as leader of the StrongARM processor design team eventually acquired by Intel.
ARM's architectural license gives holders the freedom to tinker with the ARM architecture and processor cores, whereas most of its customers sign licenses for specific core designs to incorporate into their chips.
The company is thought to have very few architectural licensees. Although they are believed to include companies like Qualcomm, Marvell, Texas Instruments, Freescale, and Samsung, an ARM representative did not immediately respond to a request for the full list of architectural licensees.
Note the common ground between those companies: they're all chipmakers. No other major handset vendor--with the exception of Samsung--has taken a similar degree of interest in designing processors, which makes Apple a likely candidate for the new architectural license, given its plans for the P.A. Semi designers.
Ties between ARM and Apple go back to the early 1990s, when ARM was actually created out of a partnership between Apple and Acorn, ARM's forerunner. ARM got the design win for the ill-fated Newton back in those days, but it made a strong comeback at Apple, inside the iPod line in the early part of this decade.
Apple may have taken a look at the future of mobile chip development and decided to forge its own path.
Future successors to the iPhone 3G might use a chip completely designed by Apple.
(Credit: Apple)The New York Times scored an interview with Apple CEO Steve Jobs following Monday's Worldwide Developers Conference keynote, and buried inside a rambling exchange about parallel processing and Mac OS X Snow Leopard was this little nugget about PA Semi, the chip company Apple acquired in April. "PA Semi is going to do system-on-chips for iPhones and iPods," Jobs told the Times.
System-on-chips, or SOCs, are pretty much what they sound like: complete computer systems on a single chip, including the processor, memory, graphics, networking, and all the regulator chips needed to manage things like power consumption. ARM's licensees, such as Texas Instruments, Samsung, and Nvidia build SOCs around ARM's processor cores for smartphones such as the iPhone, and Intel wants to head down this path with its Atom processor family.
It's well known that Apple has played an active role in the design of chips that go into its system for years, but the acquisition of Dan Dobberpuhl's PA Semi team means it will apparently play an even more active role in the future. Jobs has previously said that Apple acquired PA Semi for its talent and patents--not its products--but had not shared many details about its plans for that talent.
In an interview with Nvidia CEO Jen-Hsun Huang last week, we got to talking about mobile processors and the evolution of that market, and he insisted that Samsung, widely thought to be the processor supplier inside the iPhone, merely "fabbed" the chip. In his view, Apple was the chief designer of the ARM-based processor that's used to run the iPhone--and presumably the iPhone 3G unveiled Monday--with Samsung just providing the factory. The PA Semi engineers would allow Apple to draw up a complete design in-house and take it to a chip foundry without having to let any other mobile processor companies in on its plans, Huang said.
The companies that license ARM's instruction set are increasingly butting heads with Intel as the ARM community tries to move up from smartphones into more powerful mobile computers, and Intel tries to shoehorn its PC processing know-how into a mobile environment. There has been much speculation over the past year or so that Apple will one day add processors for mobile devices to the invoices orders it sends Intel every quarter for Mac processors, but the PA Semi acquisition apparently means Apple is prepared to go it alone.
Is Apple really that much of a chip hopper?
If Apple follows through and uses a chip designed by its latest acquisition, PA Semi, in a future product, the company will have made major bets on Power, x86, ARM, and Power again in just this decade. What, no love for SPARC or MIPS?
PA Semi's chips aren't going to fit into this little package just yet, but they could one day.
(Credit: CNET Networks)A PA Semi representative on Wednesday confirmed last night's news that Apple has paid $278 million for the low-power chip designer. Led by prominent chip designer Don Dobberpuhl, the two-and-a-half-year-old company makes chips for embedded devices based on IBM's Power instruction set.
So what might Apple want with PA Semi? Forbes reported that Apple plans to put its chips inside the iPhone, but several possibilities are being considered this morning, as the industry tries to digest this piece of news.
Apple's iPhone group almost assuredly doesn't want PA Semi's current product. The PWRficient PA6T-1682M is the only product listed on PA Semi's Web page. It's a dual-core 64-bit chip designed for high-performance computing and embedded applications--things like server appliances or sophisticated telecommunications gear.
It's a pretty powerful chip that consumes between 5 watts and 13 watts of power, in most situations. However, while that may be ideal for a server, networking switch, or even a MacBook, it's way too much for a handheld device like the iPhone or the iPod Touch. The Samsung chip inside the iPhone is based on a core designed by ARM that consumes about 279 milliwatts running flat-out at 620MHz. Apple uses a slightly slower version.
Even Intel's Atom chip, which is going into so-called mobile Internet devices, consumes less power than the PA6T-1682M (that's a hell of a name). To date, no other company appears to be developing a smartphone based on this generation of Atom.
A few interesting possibilities perked up as I traveled across the Web this morning. A commenter at The Register, picked up by Slashdot, suggested that Apple could have a game console in mind. That would be a perfect application for this kind of chip, though I'm not sure that if Apple has the desire to get into game consoles, despite filing a patent for that type of device. Maybe Apple TV 3.0 could use a performance boost, which Apple would certainly get, switching to the PA chip and dropping an older version of Intel's Pentium M processor.
Apple could be planning to release a mobile Internet device of its own based on the chip. Again, power consumption concerns raise a red flag here, as you'd have to design any handheld device to accommodate the worst-case scenario power consumption of PA's chip: 25 watts. You'd really need something bigger to effectively dissipate that much heat, as it would require a cooling fan.
Another interesting possibility could be that Apple wants to get more involved in the server market. PA Semi initially wanted to get its chips inside Apple's notebooks, and was apparently in discussions with Apple right up until its decision to embrace Intel's notebook processors in 2005. After that defeat, PA Semi pitched its chip as ideal for clusters of low-power servers.
The most likely scenario is that Apple wants a future PA Semi product for a handheld, server, notebook, or something in between. Dobberpuhl and his team of veteran chip designers are some of the brightest minds in the industry, with an extensive track record. The chipmaker also brings along a low-power patent portfolio that would be attractive to any company focused on low-power computers.
Apple's Scott Forstall explains how the iPhone's operating system is just like Mac OS X at Apple's iPhone SDK unveiling.
(Credit: Corinne Schulze/CNET Networks)Initially last night, distracted by the epic Game 7 played by the San Jose Sharks, I was floored by the possibility that Apple might switch back to Power after such a public divorce. Veteran Apple software developers must have whiplash at this point, working with Power, ARM, and x86 in just three short years.
But I failed to remember (helpfully reminded by TalkBackers this morning) that when Apple made the switch to Intel's chips, it directed software development down the Universal Binary path. Any piece of software written for the Universal binaries will run natively on either x86 chips or Power chips, which allows PowerPC-based Mac owners to keep their systems and upgrade to new software, such as Mac OS X Leopard.
There's an extensive list of applications on Apple's Web site that were created with the Universal binaries. That means it would be relatively painless for Apple and its partners to switch back to the Power architecture for anything that runs on the Mac, since Universal software would run natively on PA Semi's chips.
Could Apple do the same for the iPhone, at some point down the line, when PA Semi is able to get power consumption down to milliwatt levels? We learned during the iPhone SDK event in March that the iPhone's OS X is almost exactly the same thing under the hood as Mac OS X, which would suggest that it also was developed with Universal binaries in mind that could run natively on ARM and other instruction sets, such as x86 or Power. That's not at all certain, but it's an interesting possibility.
That would mean that Apple has figured out a way to develop its software as to take advantage of whatever the best chip on the market is at a given time, without having to worry about porting concerns. Don't like Intel's road map? Switch to PA Semi. Don't like PA Semi's next big idea? Switch back to Samsung. That might be a stretch, but if true, it would send a shudder down the spine of many a chip industry executive.
Finally, there's the possibility that Apple is working on some new type of handheld computer that needs something different than what the ARM community or Intel has in mind two or three years down the road. I can't imagine that Apple would buy Dobberpuhl's company without giving that team some kind of project.
Don't count on much official word from either Apple or PA Semi just yet. Apple spokesman Steve Dowling told Forbes that the company doesn't comment on its plans for acquired companies, and the PA Semi representative said she couldn't even discuss whether the company's engineers would be moving across Silicon Valley from Santa Clara to Cupertino.
In any event, financial analysts awaiting Apple's earnings conference call later this afternoon will probably attempt to get an answer out of COO Tim Cook or CFO Peter Oppenheimer. Late last year, investors had wondered what Apple was planning to do with all its cash. Now they have some idea.
Apple has reportedly made a rare acquisition, snapping up low-power chip company PA Semi one day before reporting its quarterly earnings.
Forbes reported late Tuesday that Apple has agreed to purchase the company for a middling $278 million, quoting Apple spokesman Steve Dowling as confirming the deal. PA Semi made its debut a few years back designing low-power chips based on Apple's old friend, the Power architecture.
It's not clear what Apple might have in mind for PA Semi. I'd doubt Apple plans to get into the chip design game anytime soon, although having low-power chip experts on board would only help any company eyeing the next generation of mobile computing as clearly as Apple is doing at the moment. Forbes intimates that Apple is planning to put PA Semi's chips in the iPhone, which doesn't make any sense whatsoever at first glance.
PA Semi's chips are based on IBM's Power architecture. The iPhone uses a Samsung chip based on ARM's instruction set. It would seem quite a stretch that after just a year, Apple would find it necessary to port the iPhone's OS X operating system over to Power based on some supposed failing with ARM's low-power road map. If Apple was going to make any kind of porting move, it would have been much more logical--if not a slam dunk--for the company to embrace Intel's low-power Atom processors based on the same x86 instruction set used by the Mac, given its existing relationship with Intel.
Still, Forbes says the negotiations were led by Apple CEO Steve Jobs with the aim of putting PA Semi's PWRficient processors at the heart of the iPhone and future iPods, citing a source close to PA Semi. If that's true, Forbes is correct in noting this is a huge blow for Intel's Atom project, but I'm skeptical in these early hours as to Apple's eventual plans for the company and its employees.




