Samsung's NC20 Netbook shows that Via Technologies' Nano processor can keep up with the Joneses. But will Nvidia be given the chance?
CNET Reviews' Dan Ackerman reviewed the new Samsung NC20 Netbook and found it not wanting in a matchup with the Asus Eee PC 1000HE, packing Intel's latest and greatest Atom N280.
Samsung NC20 Netbook packs a Via Nano processor--not an Intel Atom.
(Credit: CNET Reviews)Though Nano is a necessary industry antidote to Intel's grip on the Netbook market, in the scheme of market share numbers, Via's chip is a blip at best.
I find it almost amusing when Intel lists Via as one of two competitors (Advanced Micro Devices being the other) in its Form 10-K filings. It's a fair analogy to say it's like a mom-and-pop coffee shop among a dense cluster of Starbucks stores. You may draw a few customers but 99 percent of the market is going to go to Starbucks.
Via helped pioneer the Netbook market in early 2008 by powering one of the earliest high-profile products, the Hewlett-Packard 2133 Mini-Note. In fact, Via was already supplying the inexpensive, low-power Via C7M--Nano's predecessor--in 2005 when the Atom concept was just a glimmer in Intel's eye.
The Netbook market vacuum didn't last long, however. Within months of Atom's arrival, the Via C7M was squashed by the Intel juggernaut, not to rise again. (Largely due to the fact that the C7M was slow, as one reader points out.)
The sober reality is that Via faces the same daunting challenge that Nvidia does: competing with Intel. The largest Netbook vendors--Asus and Acer--are wedded to Intel processors and chipsets, as are most of the other major players. An incremental increase in processor performance from Via won't necessarily tempt PC makers to drop Atom.
Nvidia's predicament is even more difficult because the GPU supplier can offer something that Intel can't: great graphics performance in a Netbook.
Nvidia faces a Catch 22. It needs a lot of Netbook design wins to make decent profit margins but customers won't sign up for Nvidia's Ion in the face of Intel's bundling incentives.
Alas, Nvidia's Ion seems destined only for tiny desktops for now. Nvidia has been shopping its Ion platform (Atom + Nvidia 9400M graphics) around and has had some success with top-tier PC companies looking to design diminutive desktops. But not any success to date in the Netbook space (although some smaller Asia-based Netbook makers are expected to announce Ion-based Netbooks at Computex in June).
Then there's Tegra. This Nvidia chip platform may have more success in the category of so-called "$99" Netbooks that are more akin--in the way they are offered to customers--to cell phones than laptops. These Netbooks, as depicted by Qualcomm, would be always-on and not part of the WinTel (Windows-Intel) ecosystem.
Nvidia went out of its way this week to demonstrate a concept device at CTIA in Las Vegas running Windows CE. Nvidia basically tore out the guts of an Intel-based HP Mini 1000 Netbook and replaced it with Tegra parts, according to a Nvidia spokesman Derek Perez, who attended CTIA this week.
Updated on January 6 at 11:20 a.m. PST with correction about Nano 3000.
Dual-core Intel Atom rivals are in the works.
Via Nano procesor
(Credit: Via Technologies)Via Technologies is planning a very low-power, dual-core Nano 3000 processor, according to Chinese-language Web site HKEPC.
Via's C7-M processor is used in Hewlett-Packard's 2133 Mini-Note, which preceded the crop of Netbooks based on the Atom CPU. Via processors, however, were subsequently eclipsed by Intel's Atom.
Advanced Micro Devices will target its low-power dual-core "Conesus" at the laptop market segment above Atom's Netbook-centric space.
Meanwhile, Freescale Semiconductor has indicated that it will bring out a very-low-power ARM chip that features a dual-core graphics engine targeted at Netbook-like laptops.
All of these developments indicate that the market for ultra-small devices and laptops should heat up in 2009.
Intel currently offers the dual-core Atom 330 that is targeted at Nettops--small desktop computers.
The dual-core version of the Via Nano--due in late 2009 or 2010--may use a Fujitsu 45-nanometer or TSMC (Taiwan Semiconductor Manufacturing Company) 40-nanometer manufacturing process, according to HKEPC. The Intel Atom is based on 45-nanometer process technology.
(Correction: the Via Nano 3000 will not be dual-core. The dual-core version of Nano will ship in the second half of 2009.)
The Via chip may also include SSE4 instruction support, HKEPC said. Generally, SSE4 (Streaming SIMD Extensions 4) instructions speed up multimedia applications.
Via is also slated to bring out other improved Nano processors in 2009, according to the report.
2009 may be the year of the Netbook. But there's a big if.
Here's the choice: Will consumers buy a thin, light, relatively fast $1,800 MacBook Air or a thin, light, ultrasmall, not-as-fast $450 Hewlett-Packard Mini 1000 Netbook? (Correction: the HP Mini 1000 configuration cited here was originally stated incorrectly as $700.)
A $400-$700 Netbook or a $1,800-$2,500 notebook?
(Credit: Hewlett-Packard, Apple)If many people, fully aware of this choice, opt for a Netbook then we have the foundation of, at the very least, a rethinking of the pricey ultraportable.
At most, we have many more consumers buying into the Netbook concept--particularly if 3G broadband wireless comes as a standard option.
Here's the dilemma in more detail: Do you want an ultralight subnotebook replete with a Core 2 Duo processor, 64GB solid-state drive, and 12-inch (or 13-inch) LED screen that will set you back at least $1,800?
Or do you want a Netbook with an Atom processor, 16GB solid-state drive (or 60GB or 120GB hard disk drive), and a 10-inch screen for $450 to $500? (Clarification: Netbooks are generally thought of as sub-$400 designs; but for comparison's sake, upscale Netbooks with 10.2-inch screens are cited here.)
The dimensions and weight are the key to both the Netbook and the ultraportable, and differentiate them from standard laptops. Both are small and light. But here's where Netbooks become disruptive. To date (that is, for at least the last 10 years), consumers have had to pay a big premium for smallness and thinness (and still do with the Air, Dell Latitude E4200, and Toshiba Portege, for example). With the Netbook, they don't. (The one obvious downside to Netbooks, however, is that they're too small--cramped screens and keyboards.)
(See CNET review of the HP Mini 1000.)
Of course, the design and internals are different, but are they different enough? To rephrase the question posed above: Is a $2,500 13-inch MacBook Air with a 128GB solid-state drive (and no 3G) different enough from (or that much better than) a high-end $600 or $700 11-inch Netbook with a 32GB (or 64GB) solid-state drive and 3G? I would expect that most consumers (even ones that must have an ultraportable laptop) won't be able to justify paying an extra $1000-$2,000 for a MacBook Air- or Toshiba Portege-style design in the face of a compelling array of Netbook offerings. Especially if Netbooks (or a facsimile of the Netbook) start sporting larger screens.
Consumers will ultimately decide the fate of the Netbook of course--though it remains problematic whether PC suppliers will really push Netbooks in front of consumers that aggressively if Netbooks are eating into their laptop sales. Advanced Micro Devices or Via Technologies, however, could change this by aggressively promoting their newest silicon (AMD's Yukon and Via's Nano) for slick, upscale Netbook-like designs.
Are Netbooks ripe to be resized? Via Technologies thinks so. The Intel-compatible chipmaker says larger Netbooks are on the way.
Via Nano processor
(Credit: Via Technologies)In an interview, Glenn Henry, the head of Via Technologies subsidiary Centaur Technology, said that Via has just begun commercial shipments of its Intel-compatible, power-sipping Nano processor. Centaur headed up development of the Nano processor.
"We just started shipping to customers last week and this week--literally right now," Henry said.
Henry said there is a lot of demand for larger form factors. "Everyone wants to build a (Netbook) of some variety these days. Most of the interest we see from customers is for a larger screen than the HP (2133). There's a lot of demand to move those things up to higher screen sizes. I've heard customers say they want to build 12- or 13-inch notebooks," Henry said.
Via's most illustrious customer is Hewlett-Packard, which currently uses the older Via C7 processor in its 2133 Mini-Note PC.
Though Henry refused to talk about design wins, he did say that there is interest from major companies. "We've given them (HP) samples," he said. Though Henry qualified this by saying that Via has given samples to a lot of potential customers. "There's a great deal of interest in the part from people whose name you would recognize," he said.
The Nano processor is seen as the only real competition for Intel's popular Atom chip, which is used in Netbooks from a long list of companies including Acer, Asus, Lenovo, and Dell.
The 2.6-pound HP 2133 Mini-Note uses the Via C7 processor.
(Credit: Hewlett-Packard)There is one crucial difference with the Atom. Nano has a thermal envelope of 5 watts at 1GHz. Though this is low compared with a standard Intel Core 2 mobile processor (typically drawing 25 watts to 35 watts), this is higher than Intel's single-core Atom chip for netbooks which tops out at just 2 watts. At 1.3GHz, Nano has a thermal envelope of 8 watts, approaching that of Intel's dual-core Atom.
Why the difference? Nano uses a more sophisticated superscalar, out-of-order design, while Atom has a more simple "in-order execution" architecture. Because of Nano's more complex design, it may deliver better performance than Atom in some cases.
The thermal envelope, however, is important because it can influence the design of a Netbook-type device. Typically, parts with lower thermal envelopes can go into smaller devices.
On the upside, Nano can be plugged directly into a design that uses the older C7 processor. "One of the very interesting things about the Nano is that it's plug compatible with our current C7s. You can plug the part into the same socket." Though some adjustments must be made: A BIOS upgrade is necessary and "more importantly the part has a different power-versus-megahertz (paradigm) compared to the current part because it's running benchmarks two times faster," Henry said.
He said products using the Nano processor will not appear immediately. "No product that actually uses this is for sale to the end customer (yet). So the parts we're shipping are going into the (customer's) manufacturing process or development process."
And what about a Via dual-core processor? "We're working on it. When you see it, who knows. We're implementing it but it's not near at hand," Henry said.
(Note: There are several ways to categorize a design as a netbook. One is screen size. Typically netbooks have 7-, 8-, or 9-inch screens. But this definition is in flux with, for example, the newest Atom-processor-based Eee PC 1000 that sports a 10-inch screen. So, as netbooks get redefined upward, the silicon inside--and other hardware--becomes the defining factor, i.e., low-power, low-performance processors and graphics that dictate how the computer should be used: primarily as a Net-centric device for Web browsing and email. Prices will also typically be lower than standard notebooks.)
Nvidia is now firing back at Intel. The world's largest graphics chip maker has responded to Intel's latest statement on the USB 3.0 specification and said chipset maker SiS has also joined the group of companies at odds with Intel.
There are now four companies vying with Intel--all chipset makers: Nvidia, Advanced Micro Devices, Via Technologies, and SiS.
And they're moving quickly to establish their own so-called "host controller" specification. "We're moving fast. We've already staffed it internally. We have resources submitted from all of the companies (Nvidia, AMD, Via, and SiS)," said a source from Nvidia who asked to remain anonymous.
A host controller allows computer devices to communicate with the operating system and is a crucial component for implementing USB 3.0 on computer systems.
An Intel spokesperson posted a blog on Wednesday stating Intel's position on the release of the host controller specification related to USB 3.0.
Intel stated emphatically that the host controller is outside the scope of the USB 3.0 specification and that the company is under no obligation to release the specification before it deems the specification ready for release. Moreover, because Intel is giving it away for free, chipset makers shouldn't complain, the blog said.
Nvidia counters that if it doesn't get the specification from Intel in a timely manner--meaning now--the group members will be forced to come up with their own host controller, causing a cascade of potential delays. "Effectively, what will end up happening as this plays out (is) the rest of us launch later. But even though we've developed to the Intel host controller spec, we may not interpret it exactly the same way as Intel has implemented it."
This will lead to further delays, according to Nvidia. "By then, they have become the de facto standard and we have no choice but to go back and respin (redesign) the chip, which then adds another nine months," Nvidia says. "Effectively, Intel is building in two years of green field--of a market where they're the sole provider and they can charge whatever they want for their chipsets."
Nvidia also took exception to this statement by Intel: "Intel is investing heavily (think gazillions of dollars and bazillions of engineering man-hours) in resources to create an Intel host controller spec in order to speed time to market of the USB 3.0 technology."
"I think they're overstating the resources and time required to get to a mature spec," said the Nvidia source.
Via Technologies is set to go mainstream. On Thursday, Via launched the low-power Nano processor line that will compete with Intel's Atom processor and likely give the chip supplier some mainstream PC street cred.
Via Nano processor
(Credit: Via Technologies)Formerly referred to by the code name Isaiah, Nano is based on the x86 architecture, meaning it can run the same software as chips from Intel and Advanced Micro Devices.
With Nano, Via is angling for more mainstream notebook and mini-notebook designs such as Hewlett-Packard's 2133 Mini-Note PC, which uses Via's current C7 processor. Low-cost desktops will also be a target market, as will designs with Nvidia's graphics processors.
Nano offers two to four times the performance of Via's current C7 but maintains the same power consumption and can be used in the same circuit board designs as the C7.
"We are plug-compatible with our existing C7," said Glenn Henry, president of Centaur Technology, the Via subsidiary that designed Nano. This means that the chip can be plugged into the same processor socket as the current Via C7 chip.
Nano will have a thermal envelope as low as 5 watts at 1.0GHz. This is higher, however, than Intel's Atom chip which tops out at just 2.5 watts. At the high end, Nano will have a thermal envelope--referred to as the TDP or Thermal Design Power--of 25 watts. (See chart)
One of the principal differences between Nano and Atom is that Intel's chip uses a more simple "in-order execution" design compared to Nano's superscalar, out-of-order design. Because of this more sophisticated design, Nano may deliver better performance than Atom in some cases, claimed Henry.
But Nano may compete with Intel's higher-performance Celeron lines too since Nano is also targeted at low-cost notebooks and desktops.
It is not clear how price competitive Nano will be since Via is not disclosing pricing. The Atom processor ranges in price from $45 (800MHz) to $160 (1.86GHz). While Intel's Celeron M (mobile) processor is listed at $86 and the lower-power version of the Celeron M is listed at $161. Intel's ultra-low-power Core Solo processor starts at $241.
"One is going to be cheaper than they are at equal power. One is going to be faster," Henry said. "That's the C7 and the Nano (respectively). Got 'em surrounded," he added, referring to Intel.
Via Nano processor lineup
(Credit: Via Technologies)Nano is due to ship in volume in the third quarter.
Initially, the processor is expected to find its way into computers that use circuit boards based on the Mini-ITX design, said Richard Brown, vice president, corporate marketing at Via. The processor will not appear in mainstream notebooks immediately since the lead time for these designs is longer, said Brown.
"Notebooks take a longer time to bring to market even once you got the design win," he said.
The Via C7 processor is currently being used in mainstream notebook designs such as the $398 Everex gBook in addition to the HP 2133 Mini-Note PC.
Via is also planning a dual-core processor but is no hurry to bring it out. "We'll do it when Intel makes us do it," Henry said. "I don't think the devices we're talking about need dual core."
The Nano processor family uses Fujitsu's advanced 65 nanometer manufacturing process and comes in a compact 21mm x 21mm package.
Via Nano architecture highlights:
64-bit Superscalar Speculative Out-Of-Order MicroArchitecture
High-speed, low-power Via V4 Front Side Bus starts at 800MHz
High-performance floating point unit
Two 64KB L1 caches and 1MB exclusive L2 cache
Nvidia will take part in the launch of Via's Isaiah processor slated for next week, just prior to Computex in Taipei, Taiwan.
Via will provide the central processing unit and motherboard, plus the core logic (chipset) solution, while Nvidia will provide the graphics processing unit, said Drew Henry, general manager of Nvidia's platform products division.
Nvidia will offer standalone "discrete" graphics for both notebook and desktop platforms using the Isaiah chip, Henry said.
"We are participating in the launch. We wish to work with them in demonstrating any number of different visual computing applications," Henry added.
Isaiah is Via's first high-performance x86 chip and is targeted at the mainstream PC market--another first for the Taipei-based chip supplier. Via processors have historically appeared in ultra-small mobile devices (such as the OQO), embedded computers, or thin-client computers.
"Their solution is better than (Intel's) Atom solution because (Isaiah) is a newer technology," Henry said.
One of the main differences between Isaiah and Atom is that Intel's chip uses a more simple "in-order execution" design, compared with Isaiah's Superscalar, out-of-order design.
Because of this more sophisticated design, Isaiah may deliver higher performance than Atom under certain processing loads. But Isaiah may also compete with Intel's higher end Core 2 solo (single processor) and Celeron lines. In this case, it may not have a performance advantage.
Is the end of the Intel-AMD duopoly nigh? Via Technologies is hoping this may be the case when it announces the "Isaiah" processor later this month.
Via Isaiah processor is targeted at mainstream notebooks and desktops; top: Isaiah processor; bottom: $398 15-inch Everex gBook
(Credit: Via, Wal-Mart)The company's first high-performance x86 chip will be targeted at the mainstream PC market--another first for the Taipei-based chip supplier. Via processors have historically appeared in ultrasmall mobile devices (such as the OQO), embedded computers, or thin-client computers.
"It puts us into the mainstream market for the first time," said Richard Brown, vice president, corporate marketing at Via.
Isaiah, like Via processors before it, will still hew to the lower-power line, however.
Correction: Isaiah's TDP (Thermal Design Power or power envelope) is not confirmed at this point. However, Glenn Henry, president of Centaur Technology (the Via subsidiary that designed Isaiah), said in a previous interview that Isaiah will consume more power than Intel's Atom processor but "has the same power curve" as Via's existing C7 chip.
One of the main differences between Isaiah and Atom is that Intel's chip uses a more simple "in-order execution" design compared to Isaiah's Superscalar, out-of-order design.
Because of this more sophisticated design, Isaiah may deliver higher performance than Atom, though independent benchmarking will be the final judge. But more to the point, Isaiah may be competing more with Intel's low-end Core 2 or Celeron lines than with Atom in some cases (since Isaiah will be initially targeted at mainstream notebooks and desktops).
Via subsidiary Centaur Technology designed the processor. "Centaur has been working on this for the last three years. It's between two and four times the performance of C7 (Via's current processor). So, it' very, very close to (Intel's) Core 2. Core 2 solo (single core)," Brown said.
The Via C7 processor is currently being used in a design that may herald more Isaiah-based mainstream notebooks. The $398 Everex gBook is being sold at Wal-Mart with a 15-inch screen, a 1.5GHz Via C-7M processor, 512MB of DDR2 system memory, a 60 GB hard disk drive, optical drive, Ethernet, and wireless. It uses the gOS Version 2 operating system, a Linux distribution.
"We're in full agreement with the optimized PC concept," Brown said. An idea put forward by Nvidia's CEO Jen-Hsun Huang, it postulates that a consumer will get better PC price-performance by adding a $50 graphics card rather than a two or three hundred dollar quad-core processor. "You can have a processor like Isaiah matched with a better graphics card," Brown said. "There's opportunity in both desktops and notebooks."
Last month, Via and Nvidia announced a platform billed as the "The World's Most Affordable Vista Premium PC," the sub-$45 processing platform will combine Via's Isaiah processor with an integrated Nvidia graphics chipset.
Nvidia CEO Jen-Hsun Huang said he has no interest in buying out chip supplier Via Technologies, dispelling rumors--at least for now--that had been circulating back in March.
Nvidia, Via--not going to happen (for now)
"They don't need our money. I don't need theirs," Huang said, referring to Via. "They're doing fine. People want to create drama," he added.
Previous reports cited a number of scenarios including Nvidia's acquisition of the entire company. Via makes processors and chipsets for x86-based computers. Via reported revenue of about US$87.5 million in the first quarter of 2008.
The company competes with Intel and Advanced Micro Devices for processor sockets inside low-cost PCs. Recently, Hewlett-Packard selected Via's C7 procesor for the HP 2231 Mini-Note PC.
Rumors were fueled some more when Nvidia said it was teaming up with Via to build a low-cost PC platform to compete with Intel. The two companies touted the design last month as "the world's most affordable Vista Premium PC" that will combine Via's upcoming Isaiah processor with an integrated Nvidia graphics chipset.
But Huang clarified why he isn't interested in buying out any general-purpose processor makers. "Our shtick is that we just focus on one thing. We said we're a visual computing technology company and we're completely focused on this."
"Wherever their processor capabilities intersect with our visual computing focus, we will support them. We support ARM, we support Power PC in the game console world, we support Hitachi SH in the automobile industry, we support Via in low-end PCs," he said.
But he did paint a scenario where alternatives may be considered. "The reason why we don't do that is because I happen to believe visual computing is still innovating very quickly. Now, if it turns out that things don't change anymore. If peanut butter and bread--neither of which are innovating anymore. Then they ought to put it together. Peanut butter and bread, mix it right into the dough."
Hewlett-Packard (HP) chose a relatively obscure processor from Via Technologies for its high-profile Mini-Note 2133. An HP marketing manager explains why.
The HP 2133 Mini-Note PC starts at $499 and weighs only 2.7 pounds
(Credit: Hewlett-Packard)The Via C7-M offered what HP needed now, according to Robert Baker, a notebook product marketing manager for HP. "Via gave us that right mix of performance and price for the type of environment that this product is going into--content consumption." And the chip's low power requirements were a plus too. "Their power (efficiency) is where we needed it to be for this platform. Web surfing, creating Power Points," Baker said.
CNET Reviews said the 2133 Mini-Note performed at "an acceptable level" when "surfing the Web and working on office documents" but "doing very much more than that, or open too many windows at once, and things will start to bog down." And CNET Reviews added this: "We won't kid you--this CPU (1.6GHz Via C7-M) did not perform well at all on our standard benchmarking tests."
Via C7-M processor
(Credit: Via Technologies)Timing also factored into HP's decision to go with Via's C7-M. Intel's low-cost Atom processor--which will compete directly with Via chips--is not shipping yet from Intel. Though Baker did not cite the Atom explicitly, he alluded to timing exigencies. "The other key thing was we were designing for education. We had to bring the product to the market now. A slip of a month kills you," he said. Educators need to get their hands on units "so they can make decisions for purchases they'll roll out during the summer when they're doing the vast majority of their purchases."
HP will, however, consider other processors such as the Atom when it's time to refresh the lineup. "There will be an interim refresh about six months in. If the Atom is the right processor, that's what we'll go with. We'll look at everything in the market at that time," he said. Via is slated to bring out a higher-performance "Isaiah" processor in the June time frame. HP will also look at that, he said.
The design for the 2133 was not driven by the wow factor, which is an Apple forte. "We didn't say, hey, we want something cool." The design was a result of a long process of "taking feedback from our customers. All those conversations were well over a year ago. This has been in development for a year now."
Whether ultra-compact, low-cost notebooks like the 2133 (starting at $499) and the Eee PC constitute a sea change in notebook buying habits nobody can say yet. To date, small, fully-functional notebook PCs--which the 2133 is intended to be--have carried a high premium. Look no further than the MacBook Air, said Baker. The Air starts at about $1,700 and jumps to above $3,000 with a solid state drive (SSD). The svelte, 2.8-pound HP 2510p subnotebook for corporate customers starts at about $1,500.
If this class of notebooks does take off, "you'll see more and more bang for your buck baked into these small machines," Baker said.





