Thursday, July 28, 2011

Apple Now Has More Cash Than The U.S. Government (AAPL)

Apple Now Has More Cash Than The U.S. Government (AAPL): "

uncle sam

Here's something to keep in mind as you follow this evening's congressional debate over the debt ceiling.


According to the latest daily statement from the U.S. Treasury, the government had an operating cash balance of $73.8 billion at the end of the day yesterday.


Apple's last earnings report (PDF here) showed that the company had $76.2 billion in cash and marketable securities at the end of June.


In other words, the world's largest tech company has more cash than the world's largest sovereign government.


That's because Apple collects more money than it spends, while the U.S. government does not.


(The Atlantic and CNBC both pointed this out earlier.)

Apple vs. Samsung: the real battle for mobile supremacy

Apple vs. Samsung: the real battle for mobile supremacy: "

We hear so often that the the future of mobile will boil down to an entrenched battle between Apple and Google, or the iPhone and Android. But that’s far too broad a way of looking at things. True, Android has established itself as the dominant smartphone OS, but that includes many smartphones from different companies, compared to just Apple and its iPhone. There is, however, a particular hardware maker making excellent use of Android to take it to Apple on several fronts. That’s Samsung. And how the battle between the two plays out over the next few years is going to be fascinating.


The best illustration of the brewing brouhaha came just last week when Apple announced that between April and June of this year it sold more than 20 million iPhones. Wall Street gossip indicates Samsung may announce somewhere between 19 million and 21 million smartphones sold during the second quarter with its earnings results on Friday. In other words, the two are pretty much neck and neck in smartphone momentum right now.


Google may provide the software for the majority of Samsung’s smartphones, but it doesn’t have direct control over hardware; plus, designing phones is not where its expertise lays. Samsung knows a thing or two about hardware and striking a chord with consumer electronics buyers. The Korean consumer electronics maker and Apple compete head-to-head in several categories and have similar approaches to designing not just smartphones but also tablets (perhaps too similar? More on that later). And lately Samsung has even begun taking a more Apple-like approach to differentiating its phones and tablets from the rest with its own flavor of Android software.




Here’s a look at a few of the fronts where Apple and Samsung are or will someday possibly be facing off.



  • Phones. Samsung makes more than just Android phones. But it’s with Android that the company is building a ton of momentum right now. Samsung announced Wednesday that in just 85 days it’s sold 5 million Galaxy S II phones. That’s following success with the original Galaxy S, which at 10 million sold last year was a solid hit. As referenced earlier, Apple sold 20 million iPhones in the second quarter this year, and it didn’t update the current model in June as in past years. It’s widely expected Apple will release a new iPhone this fall, and it will be interesting to see how or if that affects Verizon and AT&T sales of Samsung phones.

  • Tablets. It’s not really a contest yet. Apple has sold about 14 million iPads this calendar year so far, and UBS said on Wednesday its expects the ultimate number to be just under 38 million for 2011. Samsung, at least according to UBS, is expected to sell about 5 million tablets this year. At $529, the Galaxy Tab 10.1. is just barely pricier than the entry-level $499 iPad 2, but it also has a slightly bigger screen and is 4G-ready. While all tablets are still way behind the iPad in sales figures, many consider Samsung’s Tab to be the best — and most competitive iPad alternative — Android tablet so far.

  • Software. Samsung isn’t just taking Google’s Android handout and slapping it onto devices. Taking a page from Apple’s playbook, Samsung has created its own TouchWiz UI that extends across its Android- and Bada-based devices. In other words, it’s on its way to establishing a standard Samsung user interface even though it’s taking the operating system from Google. It’s also begun a more iTunes-esque approach by integrating its own media software that allows music, e-books and video downloads to users’ phones.

  • The courtroom. It’s just that similarity that has troubled Apple. Samsung’s design of Galaxy phones and the Galaxy Tab, as well as the Epic 4G and Nexus S, are so similar to the iPhone and iPad that Apple took them to court over it. From the shape of the devices to the home screen layout of apps, icon design and even the packaging, Apple claims Samsung is blatantly copying its two most successful products. Samsung, naturally, has countersued, a move that’s become pretty much standard ops in mobile. But for Apple and Samsung, this litigiousness makes for a rather awkward situation, what with Samsung being a primary supplier of chips, displays, and flash memory to Apple — all parts critical to Apple’s marquee products.

  • The ecosystem factor. Well over half of Apple revenue is coming from mobile products, but a quick perusal of an Apple Store would show you a slightly broader range of consumer electronics for customers to choose from: computers, monitors, iPods, Apple TV. Samsung on the electronics side, though, is far broader: the company makes everything from HD TVs, DVRs and Blu-ray Disc players to laptops, camcorders and refrigerators. Once considered a purveyor of cheap knockoffs, Samsung has grown to become a formidable player in electronics with a strong brand identity. While Apple’s other Android-wielding competitors in hardware don’t venture much outside mobile, Samsung brings plenty of marketing heft and reach in all areas of consumer electronics.


Looking ahead, an especially interesting twist could come should Apple decide to break into TVs. It’s been rumored for a while that Apple is working on a connected HDTV that could make some serious waves, bringing that Apple flair for design and its loyal and spendy customers to a market that has long been commoditized and become fairly predictable. So far, at least, nothing has come of those rumors yet. And you know who’s probably happiest about that? The world’s biggest maker of TVs: Samsung.

Wednesday, July 27, 2011

Is Samsung Killing One Business To Protect Another?

Is Samsung Killing One Business To Protect Another?: "

samsung galaxy s II commercial android phone

The big Taiwanese phone maker HTC has said that it would stick with Qualcomm processors for its phones, instead of Samsung processors, Pudong Daily reports.


The reasons were likely strategic as much as they were technological: Samsung also competes with HTC in the phone business. And this highlights Samsung's conundrum.


Samsung, a huge Korean conglomerate, both makes phones and components for phone makers. This was fine for a while, because Samsung's phone business was small, and its component business huge, so OEMs didn't mind buying components from Samsung as long as they were good.


But Samsung's business is surging on the back of Android's growth. And this must mean that competitors are looking at its components business differently. Apple does tons of business with Samsung, buying memory and chips from it, and is rumored to want to diversify away from that supplier as Samsung keeps building Android phones and tablets.


Has Samsung consciously decided to take the losses on its component business to ride the growth of its two businesses? Or are the two compatible after all? The next few years should be interesting for Samsung's electronics business.

Tuesday, July 26, 2011

Decoding Intel’s Laptop Processor List [Technology Explained]

Decoding Intel’s Laptop Processor List [Technology Explained]: "

The modern computer processor has always been a complex piece of technology, and that shows no signs of changing. Such complexity brings a challenge to companies such as Intel. Making great products is one thing, making them easy to understand is another.

Intel certainly has made an effort by attaching a series of numbers and letters to each of its specific products, such as the Core i7-2630QM. These all mean something – but what? Unfortunately, that’s not well explained.

Basics – The Brands

First, before we go into the numbers and letters affixed to each processor, let’s review the brands.

Mainstream Intel processors are currently branded with the Core name, which is then supplemented by the i3, i5 or i7 brand. Higher is better. The Core i3 processors are the entry level, the i5 is mid-range, and i7 consists of high-end products including quad-cores. The main differences between them center on the Turbo Boost feature. Core i3 processors do not have it, while Core i5 and i7 processors do.

There are other brands, however. These include Pentium, which is a budget brand of scaled-down processors based off the same technology as Intel Core processors, and Celeron, which is a brand of extremely inexpensive processors with low clock speeds meant for ultraportable and budget laptops.

Only the Core processors share a common naming nomenclature, and are the most common, so they are what we’ll address from here on.

I’ve Got Your Number

All of the Core processors have a naming system that operates like below.

Core [brand] + [processor number] + [suffix]

Core i7-2630QM, for example, has the processor number of 2630. Packed in this is more information. The first number represents the generation of the processor. The current Intel Cores are the second iteration since the new branding went into effect. The three numbers thereafter simply serve to tell you where Intel thinks the processor places in terms of performance relative to its other products. The higher, the better.

Intel didn’t provide the first generation with a number representing it, so the first generation Core processors are represented by just three numbers. The Intel Core i3-330M, for example, is a first-generation Core processor relatively low in that generation’s lineup.

Paying attention to the processor number is a simple way to gauge performance, all other things being equal. If you’re examining two laptops, one with a Core i5-2410M and another with a Core i5-2540M, you already know the second is quicker without ever looking at the specifications.

However, Intel added a caveat to this rule by including odd-number processors like the Intel Core i3-2357M. This processor is actually a low-voltage processor, which is to say it has a lower clock speed and lower TDP than normal mobile processors, resulting in worse performance but better battery life.

The Suffix – A Very Important Detail

Although Intel attaches numbers to processors in order to align them in the company’s product line, not all products are easily compared. Quad-core processors are obviously going to have an advantage over dual-core options, and some are built with low power consumption as a goal. To communicate these differences, Intel adds letters to the end of their processors. All of the laptop processors have an M attached to show they are mobile processors, but there are more to be aware of.

One of the most important is Q, which represents a quad-core processor. Most of Intel’s Core i7 products are quads, which leads consumers to think they all are. That’s not true! All modern Intel mobile quads have the Q suffix. An exception is the Extreme Edition processor, which replaces the Q with an X. There’s only one second-generation Extreme Edition processor available at this juncture, however.

The E suffix is one you’ll see on a few products, but as a consumer you don’t particularly need to worry about. The letter stands for embedded, with means the processor can be utilized in embedded systems.

Finally, you should be aware of the U suffix. In the first generation of Intel Core processors this was used to designate a low-voltage product. This was dropped with the second generation in favor of an odd processor number, as was explained in the previous section.

Conclusion

When looking at an Intel powered laptop and judging the processor, do the following :

  • Check the brand. Is it Core i3, i5 or i7?
  • Look at the processor number, paying attention to the first numeral. Make sure the processor is of the latest generation.
  • Examine any suffix that might be attached.

These three bits of information will give you most of what you need to know about a mobile Intel processor. Once you understand how Intel’s laptop processor list is organized, making at-a-glance judgments isn’t difficult. Now let’s just hope Intel keeps this branding, rather than switching to some other scheme!

If you’re looking for more general information about laptops, be sure to check out our laptop buying guide and if you have any questions, leave them below in the comments, or in our helpful tech community.

How to Migrate Your Facebook Account and Data to Google+ [Google+]

How to Migrate Your Facebook Account and Data to Google+ [Google+]: "
You may not be ready to ditch Facebook for good, but now that you've had a chance to kick the tires on Google+, you might be ready to make it your go-to social network. The problem: You've built up a lot of friends, photos, videos, and other data on Facebook over the years, and you don't want to simply lose all that data. Here's how to migrate it all from Facebook to Google+. More »




HTC wants to talk, but will Apple listen?

HTC wants to talk, but will Apple listen?: "

HTC said it’s open to negotiating with Apple to settle a pitched patent fight between the two companies, but it’s unclear how willing Apple is to talk and how much HTC can extract from negotiations. HTC’s chief financial officer Winston Yung told Bloomberg that the Taiwanese company is open to discussing a deal that would resolve the legal issues that have embroiled the two manufacturers.


On July 15 Apple won an initial victory at the U.S. International Trade Commission when a judge ruled that HTC had infringed on two of Apple’s patents that appear to be related to HTC’s use of the Android operating system. A full commission will decide in December whether to confirm the ruling and potentially ban the sale of HTC products in the U.S. On July 1, the ITC also ruled in favor of S3 Graphics, saying that Apple infringed on its patents. HTC, less than a week later, bought S3 in a bid to give it more patent leverage.


“We are open to all sorts of solutions, as long as the solution and the terms are fair and reasonable,” Yung said. “On and off we’ve had discussions with Apple, even before the initial determination (against HTC) came out.”


Now settlements and cross-licensing deals are usually the norm in patent fights and it’s not unreasonable for HTC to assume that it can win some kind of deal from Apple. But I think it’s presumptuous that Apple is interested in following the normal rules of protocol in this case. Unlike Microsoft, which seems more than happy to force Android licensees to pay over royalties to use its patents, Apple seems more intent on stopping the use of its IP. Only in situations where it absolutely has to, such as the recent settlement with Nokia , will it strike a deal. And that was against a company with a huge trove of patents.


With HTC’s recent S3 pick-up, it will have more leverage against Apple, but it still doesn’t have a strong patent position. And it’s unclear what Apple will do. It could try to work around S3′s patents or buy chips from manufacturers that already have a license from S3. Or as patent expert Florian Mueller points out, perhaps Apple just offers a partial license that doesn’t completely cover HTC:


I could imagine a situation in which Apple might agree on a partial cross-license that would grant Apple access to all of HTC’s and S3′s patents while HTC would get access to only some of Apple’s patents: maybe just enough so that HTC can at least continue to sell Android-based products of some kind, but those products could be limited and there might be substantial degradations of the user experience.


If Apple comes to the negotiating table, that to me sounds like the most likely outcome. Apple is not interested in money at this point, and it’s only affected by patent strength. It has a lot to protect in the iPhone and iPad, which are now its dominant businesses, and so it will do whatever it takes to protect its edge. The fact that it plunked down $2.6 billion for the Nortel patents shows that it’s serious about bulking up even more on that front and you have to wonder what other patents it can toss into the HTC fight if it wants more leverage. It already filed a second complaint against HTC with the ITC and who knows, it could pile on more if it looks closely enough.


“We want people to invent their own stuff,” said Apple COO Tim Cook, during last week’s quarterly earnings call. “We’re going to make sure we defend our portfolio from everyone.”


A complete cross-licensing deal to end a patent fight is a last resort for Apple, I imagine. What Apple wants to do is either stop these Android devices that infringe on its IP from even hitting the market or force them to undergo crippling work arounds that degrade the experience. It’s not looking for a payout. So unless HTC can bring more heat to bear with the S3 patents and Apple can’t figure a way around them, I don’t see Apple making a big effort to talk at this point. Yes, they’ve chatted before. And they may talk some more. But the question is how cooperative will Apple be. My guess: not very.


Image courtesy of Flickr user Pfau

Amazon Is About To Invade India (AMZN)

Amazon Is About To Invade India (AMZN): "

jeff bezos smiling

Amazon is going to launch in India next year, the Times of India reports.


According to the report, Amazon in talks with various local players about acquisitions but plans to set up its own operations there anyway.


This is an obvious and good move for Amazon. India is a big, high growth country, and so is its internet and e-commerce market.


There are also tons of challenges, from different patterns of consumption, to regulation (the retail sector is highly protected) to poor infrastructure. And the mobile internet in India is much bigger than desktop internet, which might be another challenge.


But Amazon isn't the kind of company that shies away from a challenge. In China, since most people don't pay online, Amazon sends delivery people on bikes to people's houses and takes cash on delivery. It can figure out a way to work through the Indian market.