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From: BeenRetired10/4/2017 9:42:07 AM
   of 6708
Bit cramming China guys gobble up Fone share................................................................................

It' not about Apple or Samsung.
For ASML shareholders, it's about Fone units and bit intensity.

Like I've been saying for a few years...
China guys being very disruptive.


“Anybody can do it” is not necessarily good for Apple, though. By offering its technology for a fee based on the price of a device, Qualcomm is in effect giving manufacturers of inexpensive phones a discount—at a time when iPhone sales have been unchanged and sales of phones by Chinese upstarts have been spiking. According to an estimate by technology consulting company International Data Corp., Huawei Technologies Co. increased shipments by 20 percent in the second quarter of 2017, which puts it just behind Apple in worldwide market share. Sales by the fourth- and fifth-place manufacturers, Oppo Electronics Corp. and Xiaomi Corp., grew by 22 percent and 59 percent, respectively. By contrast, Samsung, the top-selling device maker, and Apple, No.?2, saw gains of less than 2 percent each.

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From: BeenRetired10/4/2017 10:48:42 AM
   of 6708
"Google hints Assistant is nearly ready for Chromebooks".............................

As the 21st continues to whiz by the 20th WinTel HDD hotboxes.......

Thin's in.
Hot's not.

Think SSS and All Silicon Solution.
Think EUV/ArF Age...just started.

Insist on Cymer.


Google hints Assistant is nearly ready for Chromebooks


Get the app

Jon Fingas
3 days ago

Google's October 4th event might include more for Chrome OS fans than the rumored Pixelbook. David Cannon and 9to5Google have spotted multiple app references to Google Assistant coming to Chromebooks. Google's Home app notes that some Assistant apps will work with Chromebooks, for instance, while the Chat with your Assistant app recently started listing compatibility with the Chrome machines alongside the usual gaggle of Android releases. There was code hinting at Assistant support in the past, but these public nods suggest that support is imminent.There's no guarantee you'll see Google talking about Assistant on the 4th, but it wouldn't be at all shocking. If the Pixelbook shows up at the event, Chrome OS is going to get some time in the spotlight -- it'd be a prime opportunity to introduce a major feature. The big question is whether or not the feature will be widely available from the start, provided it launches at the media gathering. Google no doubt wants to put Assistant in as many places as possible, but it might use early access on the Pixelbook as a selling point.

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From: BeenRetired10/4/2017 10:56:20 AM
   of 6708
Nura "wireless, hearing-correcting headphones"..................................................................

Nura came to Kickstarter last year with the goal of funding a pair of headphones that would adapt to every listener and improve the way they heard music. The company was looking for $100,000. It ended up getting $1.8 million and then going on to raise much, much more from venture capitalists — an additional $7 million, according to Crunchbase. Now, a year and a half after the company’s debut, it’s finally preparing to ship that original product: the Nuraphones, a $399 pair of wireless, hearing-correcting headphones.

Kyle Slater, Nura’s CEO, compares what the Nuraphones do for your ears to what glasses do for your eyes. They’re supposed to figure out which frequencies of sound you’re good at and not so good at hearing, and then mess with the amplification so that you hear every song precisely how it was mixed. “We assume that we all hear the same,” Slater says. “Hearing offers no point of comparison like vision does."

The Nuraphones test your hearing by playing a pattern of high frequency tones into your ears when you first put them on. A microphone then measures how strongly the sounds bounce back, indicating whether or not you’re actually hearing them. Using that information, Nura creates a profile for you that’s built into the headphones and will automatically amplify sounds your ears aren’t great with, supposedly tweaking playback so that that those tones come across as loud as they’re supposed to.

It’s a really smart idea, and the science behind it makes sense. But it’s hard to say whether Nura actually accomplishes what it sets out to. I’ve been listening to a pair of Nuraphones for a few days now, and I think they sound really good. The headphones do a great job of separating instruments, and in some songs, they absolutely made certain instruments easier for me to hear. They tended to create a sort of 3D effect in some songs, making the instruments sound like they’re all around me.

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From: BeenRetired10/4/2017 11:34:31 AM
   of 6708
Xiaomi targets 10M fones/month amid strong demand caused shortage.......................................................

"However, Lei continued that demand for smartphones still far outnumbers supply making a number of Xiaomi's models in tight supply"

China appears to doing to Korea what Korea did to Japan who did to USA.
All the while, ever shrinking bits continue to skyrocket.
Wayne Gretzky tells us to go where the puck is going. NOT where it's been.

Cymer lights the future's path.


Xiaomi aims at monthly shipments of over 10 million smartphones in 4Q17
Sammi Huang, Taipei; Steve Shen, DIGITIMES [Tuesday 3 October 2017]
Xiaomi shipped over 10 million smartphones worldwide in September and will strive to also ship over 10 million units each month in the fourth quarter of 2017, according to company founder and CEO Lei Jun.

It was the first time for Xiaomi to see shipments surpass 10 million units in a single month, a milestone for the company, Lei said.

However, Lei continued that demand for smartphones still far outnumbers supply making a number of Xiaomi's models in tight supply, and therefore, Xiaomi will continue to exert efforts to push sales in the fourth quarter.

Xiaomi's smartphone shipments in the third quarter of 2017 are expected to be higher than the 23.16 million units it shipped in the previous quarter, according to industry sources.

Xiaomi ranked as the second largest smartphone vendor in China in the second quarter of 2017, trailing Huawei but ahead of Vivo, Oppo and Apple, according to Digitimes Research.

Xiaomi also took the second spot in the smartphone market in India with a 14% share in the second quarter, trailing after Samsung Electronics but far ahead of local brands such as Micromax and Karbonn Mobiles.

Xiaomi launched recently its dual-lens Android One smartphone, Mi A1, in India aiming at expanding its share in the market. The Mi A1 is also available in Taiwan now at NT$6,999 (US$230).

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From: BeenRetired10/4/2017 12:10:00 PM
   of 6708
Apple 3 smartwatches get Consumer Reports high rating...............................

The first few wearables' generations were made with ancient node chips.
Transition to leading edge could easily increase Customer interest.
I waited to 4th generation to build 1st SSS PC ~6 years ago. Flawless.

Think leading edge.

Insist on Cymer.


Apple 3 smartwatches do well in Consumer Reports testing
By Herb Weisbaum - Tuesday, October 3rd 2017

Consumer Reports is out with its test results for the new Apple Watch Series 3.
These smartwatches were just unveiled a few weeks ago.

Not only did these watches make the recommended list, but they ranked near
the top of the ratings. In fact, the Apple Series 3 with GPS and cellular, and a
stainless steel case is the magazine's top-rated smartwatch, earning 95 out
of 100 points.

Its sapphire crystal glass surface did very well on scratch resistance. It also
earned high marks for step counting and heart-rate tracking.

The Apple Series 3 watches with aluminum cases also earned favorable ratings,
but the Ion-X glass wasn't quite as scratch resistant.

The cellular models of the Series 3 make calls, receive email and text messages
and stream music without a WiFi connection, just like a smartphone.

Some users and reviewers have reported dropped calls. Consumer Reports said
it tried, but could not reproduce those problems with its tests

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From: BeenRetired10/4/2017 12:13:48 PM
   of 6708
shill survey: "strong interest for both iPhone 8 and X".........................................................

Apple survey findings positive for iPhone and watch

Baird analyst William Power said his latest Apple survey suggests
strong interest for both iPhone 8 and X, with a higher skewing
toward the newer models than in years past.

He believes that should boost the average selling price, so he raised
his estimates modestly, but remains below consensus.

Power reiterated his Outperform rating and raised his
price target to $175 from $172 on Apple shares.

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From: BeenRetired10/4/2017 12:24:03 PM
   of 6708
AI GPUs units "are still growing rapidly".......................................................................

AI, like everything 21st, has just started.

EUV/ArF bonanza. Then, 2X price tag High NA ~2020.


Nvidia partners with Gigabyte and Leadtek for AI, says paper
Joseph Tsai, DIGITIMES, Taipei [Tuesday 3 October 2017]
Nvidia has been recruiting Taiwan-based hardware manufacturers such as Gigabyte Technology and Leadtek Research to join its alliance for artificial intelligence (AI), according to a Chinese-language Economic Daily News report.

Currently, Nvidia's GPUs are mainly used in three major applications: gaming, cryptocurrency mining and AI, and the chips are primarily providing calculation via servers for AI applications, the paper noted citing Gigabyte as saying.

Although AI applications now only account for a small share of the GPU shipments compared to that of the gaming, they are still growing rapidly and could become the mainstream application soon, the paper pointed out.

Gigabyte has a tight partnership with Nvidia in the AI area and is responsible for the design and manufacturing of related whole-rack servers and motherboards. The business currently contributes 15-20% of the Gigabyte's overall revenues and sales from the product line are also expected to grow 30% on year in 2018, the paper said.

Meanwhile, Nvidia has also partnered with Leadtek to push Deep Learning Institute (DLI) to nurture talent for AI development, added the paper

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To: BeenRetired who wrote (4367)10/4/2017 1:55:18 PM
From: zzpat
   of 6708

In a roundabout way, the article explains why Buffet sold so much of his IBM stock. AWS did what he thought IBM would do. Six years of investments in IBM and six years of losses because AWS is better.

There are any flaws in the article, but still very interesting. WMT's e-commerce grew because it acquired companies not because it was able to do it internally. The CEO was simply incapable of putting together a team who could do the job so he bought up companies (one in particular) that did the hard work for him. I found that section to be the weakest.

There is significant data suggesting that adding more information doesn't improve performance past a certain point. HFT is a perfect example of adding more information and not getting better results. Learning when information overload isn't adding value seems to be the hard part. By the time it's found, it's already too late since the money has already been spent.

In the end, it comes down to WMT being able to use AI to its advantage. The CEO knows AI and e-commerce are the future so he gets points for learning (not knowing) the obvious. Moving a company that's around 50 years old into the future is not an easy task but he might be able to do it as long as he doesn't think he can actually do it - he needs the OneOps team to do it for him.

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From: BeenRetired10/4/2017 3:10:41 PM
   of 6708
"expert": 56% AR/VR CAGR to 2021.....................................................................

Very bit intense AR/VR.

From what I've read, these guys are using COTS stuff. To be done right bits and pixels must go way up along with FPS.


VR headsets to drive near-term growth, but AR headsets to gain momentum by 2020, says IDC
Joseph Tsai, DIGITIMES, Taipei [Monday 2 October 2017]
IDC is forecasting the combined augmented reality (AR) and virtual reality (VR) headset market to reach 13.7 million units in 2017, growing to 81.2 million units by 2021 with a compound annual growth rate (CAGR) of 56.1%. VR headsets will account for more than 90% of the market until 2019 while AR will account for the rest. In the final two years of forecast (2020-2021) IDC expects AR headsets to experience exponential growth as they capture a quarter of the market by the end of the forecast.

"AR headset shipments today are a fraction of where we expect them to be in the next five years, both in terms of volume and functionality," said Jitesh Ubrani, senior research analyst for IDC Mobile Device Trackers. "AR headsets are also on track to account for over US$30 billion in revenues by 2021, almost double that of VR, as most of the AR headsets will carry much higher average selling prices with earlier adopters being the commercial segment. Meanwhile, most consumers will experience AR on mobile devices, although it's only a matter of time before Apple's ARKit- and Google's ARCore-enabled apps make their way into consumer grade headsets."

While AR headsets are poised for long-term growth along with a profound impact on the way businesses and consumers compute, VR headsets will drive a near-term shift in computing. Recent price reductions across all the major platforms, plus new entrants appearing in the next month, should drive growth in the second half of 2017 and will help to offset a slow start to the year. Screenless viewers such as the Gear VR will continue to maintain a majority share throughout the forecast, although the category's share will continue to decline as lower-priced tethered head-mounted displays (HMDs) gain share over the course of the next two years. Meanwhile, IDC is predicting that standalone HMDs will gain share in the outer years of the forecast.

"Virtual reality has suffered from some unrealistic growth expectations in 2017, but overall the market is still growing at a reasonable rate and new products from Microsoft and its partners should help drive additional interest in the final quarter of this year," said Tom Mainelli, vice president, Devices and AR/VR at IDC, "As we head into 2018 we'll see additional new products appearing, including standalone headsets from major players, and we expect to see a growing number of companies embracing the technology to enable new business processes and training opportunities."

Worldwide AR/VR headsets shipment share, 2017, 2021

























Source: IDC, compiled by Digitimes, September 2017

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From: BeenRetired10/4/2017 3:17:42 PM
   of 6708
"rising revenues from AirPods and Apple Watches"................................................................

Upstream suppliers to enjoy rising revenues from AirPods and Apple Watches in 4Q17
Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Monday 2 October 2017]
Quanta Computer, Inventec as well as the ASE group's Universal Scientific Industrial (USI) and the Foxconn group's Shunsin Technology and Luxshare-ICT, are expected to see strong growths for their wearable product operations in the fourth quarter thanks to rising sales for Apple's AirPods and Watches, according to sources from the upstream supply chain.

With the Apple Watch series 3's support for the LTE connection, phone functionality and the AirPods, demand for the smartwatches has been picking up recently.

Quanta and USI have been long-term supply-chain partners of the Apple Watch series and are expected to see a significant revenue contribution from the orders, while Shunsin has just recently joined the supply chain to provide SiP services and will begin processing related orders in February or March 2018, the sources noted.

As for the AirPods, the sources pointed out that the shortages have already eased and Apple has also increased its orders for the device.

Inventec is the manufacturer of the AirPods, while the device's communication module is supplied by Luxshare-ICT. In addition to the orders, Luxshare-ICT also supplies connectors, cables and antennas for Mac and iPhone products.

However, all companies declined to comment on their orders or clients

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