Nanotech - The Circuits Blog

ARM on Tuesday announced the launch an alliance of 35 tech companies to support development of Android-based products using its widely used chips.

ARM-based chips power the world's most popular smartphones, including--in the U.S.--the Apple iPhone, Blackberry Storm, Palm Pre, and Motorola Droid.

The Solution Center for Android alliance will serve as a resource for designers and developers of ARM technology-based products running on the Android operating system, which is the software on the popular Motorola Droid smartphone and Acer Liquid.

In addition to smartphones, Android powers digital picture frames and smartbooks--what the Windows-Intel camp prefers to call Netbooks. ARM-based smartbooks packing processors from Qualcomm, Freescale Semiconductor, and Texas Instruments should begin to emerge in force at the Consumer Electronics Show in January, where Lenovo, among others, will debut its first-ever smartbook design. The Lenovo smartbook is expected to be sold by AT&T.

"Developers require assurance that the components they are using are up to the task," ARM said in a statement. "Android was written for the ARM architecture and Android 2.0 was launched on high-performance (ARM) Cortex-A processor designs."

ARM says the launch of popular products is putting new pressure on the ecosystem that supports ARM. "As we have seen through the recent launches of handsets such as Motorola's Droid and Acer's Liquid, the Android platform represents a fundamental change in the open source ecosystem," Kevin Smith, VP of segment marketing at ARM, said in a statement.

Smith says that ARM now needs to ensure that development solutions are world-class. "ARM is in a position to foster an innovative ecosystem to ensure that device manufacturers have the best development solutions at their disposal," he said.

Analysts agree. "Consumer adoption of smartbooks, smartphones and other 'always on' connected devices is forecast to increase significantly in the next few years," Jeff Orr, a senior analyst at ABI Research, said in a statement provided by ARM. "Manufacturers of these devices need a support structure that enables them to develop cutting-edge devices quickly and affordably."

ARM said that in addition to the support of major device makers, silicon partners and solution providers, the Solution Center for Android comprises more than 35 members of the ARM community, including Texas Instruments, Mentor Graphics, and Archos.

Updated at 9:30 a.m. PST: Clarifying that "Netbook" is the name that the Windows-Intel camp gives to the small laptops and "smartbook" is the moniker applied by the ARM camp of device makers.

I'm going to break from the well-established tradition of comparing Netbooks to notebooks. This time my yardstick is going to be the smartphone. And no better yardstick than the Apple iPhone.

Verizon is selling Netbooks as kind of an upscale smartphone

(Credit: Verizon)

This post updates a year-old piece (which, by the way, at least one writer took exception to).

As the holiday-shopping season approaches, many consumers face an ostensible choice between an inexpensive Netbook or more expensive notebook. I personally face that choice (or, at least, I thought I did).

Let me state up front that though I have used Netbooks on a temporary basis, I have never owned one.

I (now) believe that Netbook comparisons to mainstream laptops (which will always disappoint because Netbooks are slower, screens smaller, keyboards more cramped--and this list of comparative shortcomings is long) is really the wrong way to look at it. Let me illustrate.

I recently interviewed the chief technology officer for a large school district in Louisiana that had purchased a lot of Netbooks. And I asked what I thought was the most pertinent question: weren't performance and screen size a concern? She quickly pointed out that my perspective was all wrong.

In short, students in K through 12 are accustomed to iPhone-size screens and performance. So moving to a Netbook is a big step up. From this perspective, the screens are large, the keyboards expansive, and the performance more than adequate.

This suddenly made a lot of sense to me because of my personal experience. Take the iPhone 3GS (or Motorola Droid or BlackBerry Storm, take your pick ). To state the obvious, in many respects, this is a personal computer platform for e-mail, texting, Web surfing, music, navigation, YouTube, and the list goes on.

In other words, the iPhone is for consuming data and media as well as light production. Like the Netbook. But the Netbook, obviously, takes this to the next level. It adds a keyboard and a larger screen, which also makes it potentially a better production platform. So, it's an iPhone Plus, if you will.

And here's the real proof in the pudding. Where do you see Netbooks being sold these days (think Nokia Booklet)? At phone carriers, like Verizon. The last time I visited a Verizon store, it had 3G Netbooks prominently displayed right next to the Motorola Droid.

The point seems obvious to me now. Want to be more productive? Step up to a Netbook. And this follows the same logic of the CTO at the Louisiana school district. And upcoming tablets and media pads from Apple and others will also be marketed as a high-end iPhone-like device, in my opinion.

So, in the next month or so when I try to sort out which Netbook to buy (This CNET review says the HP Mini 5101 is one of the best Netbooks on the market now), I'll be shopping for an upscale smartphone not a stripped-down notebook.

NOTE: I'm not suggesting that anyone replace their iPhone with a Netbook. My point is that a Netbook can be used as an inexpensive adjunct to an iPhone or Droid for people who need to be more productive than an iPhone (or Droid) would allow.

By not coughing up a low-cost MacBook, as some had expected, Apple has ceded a potentially huge market to PC makers. But is this just all part of Apple's marketing genius?

$999 is as low as Apple will go.

(Credit: Apple)

The announcement Tuesday of the $999 white polycarbonate MacBook was pretty ho-hum as product refreshes go (same price, same color as before) but the implication was important: Apple is surrendering a large, emerging laptop market to Microsoft and its coterie of PC makers.

Not that it's necessarily a bad strategy. Market researcher Gartner said recently that Apple's shipments in the U.S. grew year-over-year by 6.8 percent to total 1.57 million during the third quarter, putting it right behind Hewlett-Packard, Dell, and Acer. Comparatively, overall PC shipments in the U.S. grew by 3.5 percent from a year earlier.

But among those unimpressive overall PC numbers (HP's third-quarter shipments grew only 2.7 percent), was an impressive statistic for Acer: buoyed by Netbooks, Acer's shipments grew by 61.4 percent year-over-year, and it blew past Dell to become the No. 2 PC maker worldwide based on this growth.

Granted, Netbooks are a relatively low-profit segment (i.e., profit on a $400 Netbook is going to be a lot less than that on a $999 laptop). Nevertheless, they're a hot market. Intel CEO Paul Otellini has stated numerous times that Intel was able to create a market that grew faster than either the iPhone or Nintendo Wii. Case in point: Windows 7-based Acer Netbooks are now big on the Home Shopping Network--which claims to have sold more than 5,000 in one segment on Saturday.

And that's not the only market Apple is punting on. A new category of inexpensive, thin laptops has emerged with the roll-out of Windows 7 on Thursday. Like Netbooks, these laptops are light (typically 4 pounds) and don't include an optical drive. But they are relatively powerful and full featured. The 15.6-inch Acer Aspire Timeline, for example, with a 320GB hard disk drive and dual-core Intel processor is fairly well-endowed at only $500.

Apple is not receiving a lot kudos in the mainstream business press ... Read more

Cages at Best Buy are stocked with new models preloaded with Windows 7: behind bars until October 22.

(Credit: Brooke Crothers)

Best Buy is locked and loaded for the Windows 7 launch.

And I don't use the phrase "locked and loaded" figuratively. "Locked" in that all the new Windows 7 machines are locked down behind cages. And "loaded" in that all the cages are full. (See photos.)

I visited a Best Buy Friday night in Southern California where the cages were loaded exclusively with new models preloaded with Windows 7. And I learned a few odd tidbits from a stoked salesperson who had definitely been drinking the Windows-7-is-totally-awesome Kool-Aid. Let me add that the information was conveyed to me at one store in Southern California and may not necessarily apply to all stores nationwide.

The chief executives of Intel and Advanced Micro Devices indicated this week that competition will heat up in the market for sleek, inexpensive laptops running Windows 7.

Both CEOs addressed this new market during conference calls after their companies reported earnings this week. Ultrathin laptops are inexpensive, light laptops--typically between $500 and $800--that are sold in a market segment just above less expensive Netbooks.

Intel CEO Paul Otellini on Tuesday said his company is gearing up to supply more power-efficient chips that contain two processing cores for better performance. "The bulk of the units that have shipped to date were single-core versions of the products," Otellini said. "You'll see a number of laptops show up in retail with the dual-core versions for the holiday season...more ergonomically designed, thinner, lighter," Otellini said.

HP's Pavilion dm3 starts at $549 with an AMD processor and $649 with an Intel processor.

(Credit: Hewlett-Packard)

And AMD's CEO Dirk Meyer chimed in on Thursday. "You'll hear more...next month about the product lineup that we'll be rolling out over the next two years, which will include increasing focus on those small form factor notebooks," Meyer said during AMD's conference call. In the more immediate future, Meyer said AMD will have a "broader assortment of (ultrathin) platforms walking into the Christmas cycle."

To date, this new category of laptops has had a minuscule market-share impact because there was little perceived difference between a Netbook and an ultrathin, according to Bob O'Donnell, IDC research vice president. "A lot of people said this is not actually that much faster, so you're going to see a very rapid transition to all dual-core," he said.

Windows 7 should accelerate sales too. "I think we will see better sales next year," O'Donnell said, as HP, Dell, and others bring out ultrathins with Windows 7.

The category received a boost recently with the rollout of HP's Pavilion dm3, which starts at $549 with an AMD processor and $649 with an Intel processor. The dm3 is expected to be available starting October 22 with the launch of the Microsoft Windows 7 operating system.

Other high-profile ultrathins include the $548 Acer Aspire Timeline (at Wal-Mart) and the $549 Dell Inspiron 13.

Because ultrathins are more expensive than Netbooks, they are more profitable for Intel. "Part of Intel's strategy is to pull people up from a Netbook," said O'Donnell.

AMD, on other hand, is focusing solely on the space "between Netbooks and mainstream notebooks," Meyer said, adding that AMD, in effect, created the ultrathin category with the introduction of the 12-inch HP Pavilion dv2 back in January. "We created that category really in partnership with the HP," Meyer said.

During Intel's earnings conference call on Tuesday, CEO Paul Otellini talked about the growth of notebook PCs versus Netbooks, and Windows 7 adoption in business, among other topics.

Otellini was quick to trumpet the fact that its mainstream notebook business beat Netbook growth. "We saw the sequential unit growth rate of notebook processors and chipsets actually exceed the growth rate of Atom processors and chipsets," he said.

Later in the call, Otellini said: "While Atom and Netbooks are important growth drivers for us, our traditional notebook business remains one of the primary drivers of revenue growth and we expect that to continue in the future."

Otellini, again in the call, expanded on this theme, adding that while Netbooks should see significant growth in 2010 over 2009, the notebook market is flourishing. "We're still bullish (on Netbooks) but what we've seen this quarter though is that the notebook market is alive and well and Netbooks are market-additive for Intel and the industry," he said. "Market-additive" is code for an ancillary product, not a mainstream product.

Intel CEO expects more attractive ultra-thin laptops in the coming months

(Credit: Intel )

He also addressed the new category of ultrathin laptops, which are inexpensive laptops--between $500 and $900--that slot in above Netbooks. "The bulk of the units that have shipped to date were single-core versions of the products. Late last quarter, we introduced the dual-core version of those products. You'll see a number of laptops show up in retail with the dual-core versions for the holiday season...more ergonomically designed, thinner, lighter."

Responding to analyst questions, Otellini also addressed Windows 7 adoption in business. "We see a lot of interest at corporations around Win 7 and the new Nehalem-based (PC models)," he said, referring to Intel's new Nehalem-based Core "i" series of processors. "They're made for each other in terms of the performance and power management and security characteristics."

He continued: "I would expect that the (corporate Windows 7) evaluation process will happen over the rest of this year and we'll start seeing corporate purchases on a refresh basis begin in 2010."

Here's a rundown of other comments:

• Consumer segment strong: "The strength in our business remains primarily consumer driven with broad-based demand across all geographies."--Otellini.
  
• Growth phase: Refuting a question about Intel becoming "smaller" next year: "We're finished with the cutting phase of our efficiency efforts and now in the growth phase of that efficiency efforts."--Chief Financial Officer Stacy Smith.
  
• Inventory hubs: At large PC customers, component inventories levels are at roughly half of the peak level late last year and approximately flat throughout 2009. Intel has a better handle on inventories now using a mechanism called inventory hubs. "We hold the inventory for our large OEM customers, who then pull inventory only if needed...This give us increased visibility into real-time production levels."--Otellini
  
• Nehalem server processors: (dual-processor). "It's not so much an upgrade cycle that's driving the volume right now, it's economics of the data center. People are looking at swapping eight to nine older-generation servers for a single Nehalem server."--Otellini.
  

Quick: Name an Intel rival whose name begins with an "A" and is abbreviated by three letters.

AMD? How about ARM. Even with attention focused on the immediate impact of Intel's earnings coming Tuesday afternoon, pesky questions linger about a likely future in which U.K.-based ARM and its satellite of chip and device makers pose a growing competitive threat. Maybe more so than Intel's traditional rival, Advanced Micro Devices.

Two recent statements from analysts argue that the camp of companies that make chips based on designs from ARM will dictate future competition in mobile computing. These companies include Qualcomm, Texas Instruments, Samsung, and, in the future, Apple.

New Tripoli, Penn.-based The Information Network said late last month that ARM processors, not Intel's Atom chip, will gain the largest chunk of the Netbook market in 2012--about a 55 percent market share. Netbooks are small, ultralight laptops typically priced under $400.

The market research firm argues that small ARM-based laptops, dubbed "smartbooks," will thrive under subsidized services from telephone carriers "modeled after Hewlett-Packard (cheap printer, expensive ink) and the mobile service providers (cheap cellphone, expensive monthly wireless charge)."

And on Monday EE Times cited analyst Didier Scemama, with ABN AMRO Bank NV, who said there is a "shift towards computing based on ARM-Linux and away from Intel-Microsoft over the next technology cycle," which he said would begin in the second half of 2010, because ARM processors would match Intel chips in performance and beat them on power consumption and possibly cost.

The analyst also postulated that eventually Microsoft would offer a "high-level Windows operating system" running on ARM chips and that ARM could capture 30 percent of the notebook PC processor market by 2014. He speculated, too, that ARM might be taken over by the chip companies that are its licensees.

All of this competition from ARM might be good for consumers but not necessarily for future Intel revenue streams. A report last week from DisplaySearch said that the growing market share of Netbooks has pulled down revenue in the portable PC market due to a low average selling price. Revenues for Netbooks rose to $3 billion in the second quarter of the year, jumping 264 percent over the second quarter of 2008, while traditional notebooks saw second-quarter sales fall to $23.2 billion, a 14 percent decline from the second quarter of 2008, according to DisplaySearch.

These are all just forecasts, of course, and pricier mainstream Intel-based laptops running Microsoft or Apple operating systems today account for the vast majority of the market. Moreover, other analysts argue that consumers will not necessarily flee en masse to ARM-based laptops as it will be difficult to displace a longstanding consumer preference for Intel-based machines running Windows.

Consumers won't see a "Qualcomm Inside" sticker on new Windows Mobile phones, but the chip supplier is playing a big role in powering the first crop of phones based on Microsoft's new operating system.

Microsoft announced on Tuesday the first phones to carry the Windows Phone brand and run the Windows Mobile 6.5 operating system--which offers Adobe Flash support, an upgraded browser, and menus that can be navigated with a finger. AT&T has already announced smartphones, with dozens more expected to be rolled out by the end of the year.

HTC HD2 packs a 1GHZ Qualcomm processor

The Tilt 2 and Pure both use Qualcomm MSM7000 series processors, as do a number of other new Windows Mobile phones. These chips typically run at 528GHz--a fairly common speed grade for mobile phones.

Toshiba TG01

But it's at the high end where things get interesting. The Apple iPhone-like HTC HD2 and Acer neoTouch use Qualcomm's latest-and-greatest processor, the 1GHz Snapdragon, also known as the QSD8250.

The HTC HD2, for example, packs 512 MB of ROM memory, 448 MB of RAM, claims video playback battery life of up to 8 hours, and a uses a relatively large 4.3-inch diagonal screen (specifications here.)

And Toshiba has been shipping a Windows phone since June that also uses the Snapdragon processor. Only 9.9 millimeters thick, it integrates a 4.1-inch WVGA 800x480 384k pixel resistive touchscreen and comes with support for 3G HSPA, Wi-Fi, GPS, and assisted-GPS.

Snapdragon itself supports high-definition (720p) video decode and cameras ranging up to 12 megapixels.

Qualcomm won't stop at 1GHz: the San Diego-based company has demonstrated Netbooks running a 1.3GHz Snapdragon processor and will eventually push the chip to 1.5GHz. Future Qualcomm chips will be dual-core and support 1080p (laptop-class) high-definition video.

But there is still plenty of chip competition in the smartphone market. Though Qualcomm's presence is unmistakable in this first crop of Windows Mobile 6.5 phones, it competes with Texas Instruments in the broader cell phone and smartphone markets. "Qualcomm is a newcomer on the block in terms of applications processors," said Jim McGregor, chief technology strategist at market researcher In-Stat, adding that TI's OMAP processor is the most widely-used processor.

A standalone applications processor is roughly analogous to the main Intel or Advanced Micro Devices processor in a PC: it is basically the brains of a smartphone.

Hewlett-Packard on Tuesday announced its first Netbook with an 11.6-inch screen and Nvidia's Ion chipset as well as two inexpensive "ultrathin" laptops.

HP Mini 311 Netbook uses an 11.6-inch screen and Nvidia Ion chipset

(Credit: Hewlett-Packard)

The Mini 311 is the first HP Netbook to use a large screen--11.6 inches exceeds the upper limit of 10 inches on standard Netbooks--and is the first to get high-octane Nvidia Ion graphics--the same graphics used in laptops such as the Apple MacBook Air.

The 11.6-inch diagonal LED display is available in high-definition 1366x768-pixel resolution. It includes HDMI and VGA video connectors.

Nvidia's Ion chipset is a graphics processing unit (GPU) that works together with the low-power Intel Atom processor to generate standard-laptop-like graphics performance.

"By processing data-intensive applications in parallel with the CPU, ION-based Netbooks offer many of the same capabilities of full-sized notebooks including support for all versions of Microsoft Windows," Nvidia said in a statement.

HP 'ultrathin' ProBook 5310m

(Credit: Hewlett-Packard)

Analysts believe that getting mainstream-laptop level of performance in a Netbook is important. "Our research shows that most people who buy a netbook expect it to behave like a full-sized notebook," according to a statement that Nvidia provided from Tim Bajarin, principal analyst at Creative Strategies. "With Ion-based Netbooks like this one from HP, consumers can expect a well-rounded experience and the ability to handle nearly all of their everyday computing needs," he said.

The Mini 311 will start at $399 in the U.S.

HP also introduced a couple of relatively inexpensive "ultrathins," the ProBook 5310m and Pavilion dm3. The ProBook 5310m is 0.9-inches thick, weighs in at 3.7 pounds, and sports a 13.3-inch diagonal LED high-definition display. It is offered with a Intel Core 2 Duo SP9300 (low-power) processor and combines durable, black anodized aluminum with a magnesium frame.

The HP Pavilion dm3--also classified as an ultrathin--comes in an all metal design, with up to 10 hours of battery life via the standard six-cell battery. The dm3 uses a 13.3-inch diagonal LED screen and offers AMD or Intel processors and a discrete graphics chip.

HP Envy 13 laptop is a higher-priced, higher-performance thin laptop

(Credit: Hewlett-Packard)

The HP ProBook 5310m starts at $699 with an Intel Celeron dual core and $899 with Intel Core 2 Duo. The notebook is expected to be available in North America, Europe, Africa and the Middle East, and the Asia-Pacific region on Oct. 22 with the Microsoft Windows 7 operating system.

The HP Pavilion dm3 starts at $549 with an AMD processor and $649 with an Intel processor and is expected to be available starting Oct. 22 with the Microsoft Windows 7 operating system.

The higher-priced and higher-performance sub-one-inch-thick "Envy 13" laptop bears some of the hallmarks of the MacBook Air, such as an aluminum body and a robust graphics chip. The Envy 13 will come with an Intel Core 2 Duo SL9400, ATI Radeon HD 4330 graphics, and a 1,366x768 display. It starts at $1,699.