Michael Thoma

[molnao-blog]

The children return to school: PC manufacturer welcomes the business opportunity

The notebook computer is more and more important to students, it is estimated unit's production robust growth in the third quarter

In the key season of returning to school, can the global PC manufacturer continue standing the impact that economy slows down and keeping the growth?

Because the notebook computer becomes students' indispensable articles day by day, iSuppli Company predicts the hemispheric buyer in the west will be returning to school in season and continuing promoting the sales volume to increase, drive all typological PC sales volume in the world to increase by 12% compared with the second quarter in the third quarter. If production increases and reaches this kind of expectancy, then PC market will stand the impact with depressed economy in the third quarter continuously, and may pave the way for realizing 10-12% annual growth in 2008.

Fig. 1: Global PC unit production chain rate growth pattern in the third quarter of 2003-2007

[molnao-blog]

Will EMS and ODM economic uncertainty stimulate the LCD TV epiboly?

OEM worries risk relieving and assets flexibility in difficult period

ISuppli Company thinks, the worry about the economic depression of LCD TV OEM manufacturer may influence its epiboly tactics, and then the electronic manufacturing service (EMS) of making it facing this market Provider and primitive design manufacturer (ODM) Benefited.

Since the beginning of July, Samsung has raised and cut down the activity held in store in its whole supply chain, in order to prevent economy from further slowing the financial predicament that may cause down. This company begins to reduce its LCD TV faceplate stock to the supply of one month, and one and a half months originally. The stock is cut down including it is produced, involve its faceplate supplier that three is stellar and internal.

This kind reflects to economic prudent prospect on the epiboly tactics of OEM too. ISuppli Company has implied in a lot of Japanese and South Korean LCD TV OEM manufacturers recently while Asia has interviewed, they are considering improving the epiboly level in order to improve risk relieving and assets flexibility when the economic situation is uncertain.

The low epiboly level is offered the potentiality of growing up

Only there are a few several OEM manufacturers left through integration on the market of LCD TV, and this industry is very limited in use of the epiboly tactics, so if the main brand manufacturer raises epibolies and makes the proportion, then contract manufacturers may have huge growth potentiality, it is like this to EMS provider and ODM.

Fig. 1 shows to inside and prediction that the epiboly LCD TV made of 2007-2012 year as iSuppli Company.

Fig. 1: Global inside and epiboly LCD TV make predicting (the percentage of the business receipt)

[molnao-blog]

There is much jar of market of mobile phone The intelligent mobile phone heat degree is not reduced

Global mobile phone market pay, happen annual the intersection of gaining rate and 15% transcript 2nd quarter, but the intelligent mobile phone increases by forty percent, obviously superior to the whole market manifestation, though the market of mobile phone of the second half year may receive prosperously and walk slowly and influencing busy season and behaving, but the intelligent mobile phone heat degree is not reduced, it will be the strategic point of large factory of mobile phone brand.

Sales volume is about about 300 million pieces in the 2nd quarter of market of global mobile phone, the annual gaining rate reaches 15%, the gaining rate, about 5%, but the intelligent mobile phone stills have behavior superior to the market of whole mobile phone in quarter. According to the statistics of Nokia, the intelligent mobile phone sales volume will be 37,100,000 in the 2nd quarter of 2008, than 37.4% for 27 million growth in the same period of 2007, IDC counts the annual gaining rate of the intelligent mobile phone and reaches 40%, obviously higher than 10% of the general mobile phone.

In fact, the lasting impact of the topic of expanding and prosperous and declining etc. of receiving U.S.A.'s loan storm once, global system for mobile communications, big factory begin the mobile phone one after another may reduce the mobile phone demand in worry, the demand is transferred toward too conservatively to the busy season in the second half year, but the speed of the intelligent mobile phone of high-order is growing on and on while introducing, including contact control screen, multimedia and GPS (GPS) Wait for aircraft types to appear in succession, reveal that is not reduced by the heat degree in the intelligent mobile phone battle field.

Great to it reaches electric financial affairs to be long and concurrently the intersection of spokesman and HuiMing Zheng show markets think generally at present right away, economic conditions will not be better than the first half of the year in the second half year in U.S.A. and Europe, the intelligent mobile phone is influenced relatively limited fortunately, have not sensed the depressed impact on goal of operating of the beginning of the year strongly yet, in that the PDA cell-phone of the contact control screen increases the strength one and higher than the intelligent mobile phone, will become the mainstream progressively too in the future.

In every big mobile phone brand part, Nokia sells 15,300,000 intelligent mobile phones out together in the 2nd quarter, the annual gaining rate is that 1 succeeds, display and is not so good as the intelligent mobile phone average level, but increase and increase by 4.8% a little compared with the 1st quarter, sell out over 10 million N series multimedia mobile phone and nearly 2 million E serial commercial mobile phones in single quarter, Nokia person who account for about 41% in intelligent city of mobile phone, the past rate glide to some extent fifty percent the above-mentioned city relatively.

Though Motorola face severe winter in undertaking such as mobile phone, raise the price to intelligent Mobile the strength one has not been slowed down, introduce it in about 10 new machines in the 2nd quarter, half is an intelligent mobile phone, including E8, A1600, A1800 and A810 of Linux system, and Symbian system Z8m that put out on the S.Korean market, it is fast-selling and ' bright ' on Greater China market among them, the sales volume of accumulative total has more already topped 8 million; In addition, Motorola participates in open mobile phone alliance and Nokia (Nokia) that Google initiates too Symbian Foundation that initiate, in addition, original document have aircraft type, windows mobile of Microsoft, one that is in intelligent mobile phone apply ink to paper can say and is growing on and on.

Take a broad view of the 3rd quarter, because apple iPhone 3G, already in the formal outloading of July, RIM and Palm have flagship new machine advantage that press on to the border, in addition, Samsung Omnia, Sony Ericsson X1 and Nokia N96 beach strong-willedly together, expect with great to reach electric Diamond series aircraft type, have a contest on the same stage, intelligent the intersection of mobile phone and the intersection of market and war clouds gather, also be expected to further draw and lift in the proportion of the whole mobile phone sales volume, the proportion of intelligent mobile phone to the whole mobile phone sales volume is 12~13% at present, look at 15% on having an opportunity in the second half year, among them the intelligent mobile phone of U.S.A. sells proportion, 2nd quarter has already been up to 20%.

[molnao-blog]

The market of micro sensor sells The income would be increased by 18.5% in 08

Claim, the income from sales of the market of global micro sensor in 2008 will reach 3,200 million dollars according to the research report that the company BCC Research of market survey delivers newly, increase by 18.5% than 2,700 million dollars in 2007. By 2013, the income from sales of the market of global micro sensor will reach 8,400 million dollars. The compound annual growth from 2008 to 2013 years of this market is 21.3%.

BCC Research divides this market into micromotor system, biochip and nanometer sensor,etc. and employs the market. The micromotor system is a market of micro sensor of the maximum, the income from sales in 2007 is 2,200 million dollars. The income from sales in 2008 of this market will be up to 2,600 million dollars, income from sales in 2013 will reach 6,400 million dollars, it is 19.6% to compound the annual growth. The micromotor system accounts for 82.8% of the whole micro sensor market share in 2007. This proportion would drop to 76.5% in 2013.

The biochip is the second largest market, the income from sales in 2007 is 465 million dollars, it is estimated the income from sales in 2008 will reach 581,500,000 dollars, the income from sales in 2013 will be up to 1,800 million dollars, it is 25.6% to compound the annual growth. It is 17.2% that the biochip takes the share of the market of micro sensor of integration in 2007, it is estimated that will improve to 21.6% by 2013.

The commerciality of the nanometer sensor after 2008 is sold and increased notably, the income from sales by 2013 will reach 159,900,000 dollars, accounts for about 2% of the micro sensor market share of integration.

In 2007, the micromotor systematic pressure capsule is a market of micro sensor of the maximum, secondly it is micromotor systematic over load sensor, biological chip, systematic gyroscope of the micromotor, chemistry, gas burning and thermal sensor,etc..

[molnao-blog]

The electron trade recovers uncertainly Investment value has already been appeared

The growth rate of the global semi-conductive income from sales begins to drop since 2004, and then been maintaining the low-order operation situation all the time. And because of impact on world economy of loan crisis once of U.S.A., oil price, metal forward price and global inflation of the high enterprise at present at the same time, the uncertainty that the electron trade recovers is strengthened greatly.

In cases there is no great change in the demand of downstream industry, the global electron trade will keep developing steadily, we estimate tentatively amplification lie between 4.5% - 5.5% on the whole.

Chinese electronic devices and components trade still keep high-speed development, but face the pressure too. Because rising, petroleum, metal of labor cost,etc. price of raw material run high at the same time, it influences the earning power of enterprises to some extent that the entreprise cost rises. But because the general electronic devices and components trade belong to technology-intensively or the fund is intensive, this kind of influence comes to talk smaller than the traditional manufacturing industry. As to the thing that we estimate about 20%- 21.5% speedup of the Chinese information industry tentatively, about 30%-35% of income speedup of electronic devices and components trade.

The global electron trade has uncertainty to recover at present, but pass a adjustment, rounds of bottom that cycle change at whole the intersection of A and absolute estimate value of stock market close to already at present, the absolute estimate value level of the Chinese electron trade has already created the new low point. Though it is still a bit high to compare with the international estimate value level at present, it is a secular trend too to be in line with international standards, this will be a long-term repeated course. We are according to long-term development and growth of electronic devices and components of China, has already had certain investment value at present, grade us to think to " in pace with large city " as to the trade Grading comparatively reasonable.

Because uncertainty exists in economic situation and market environment at present, though investment value has already reflected, but we think proceed from safe angle, advise investor pay close attention to the fact gross margin percentage high and growth confirm and the intersection of productivity and the intersection of expanding ability and better Company pay close attention in the trade. What we proposed paying close attention to is: Long electric science and technology, treasure hi-tech of fields lying fallow in rotation, ultrasonic electron,etc.; Estimate value poor at the same time and basic side of Company there is no great change, once the market takes a favorable turn and obtains the ultra prospective earnings, benefit science and technology,etc. can also pay close attention to such as growing.

[molnao-blog]

Ge of the gear Need developing badly in China

At present, Chinese gear trade test instrument | Instrument and apparatus lack very much, arise from this 20 million multi gear box assembly quality of China's annual output lacks the reliable test data. In order to makeover the backward state of the inherent quality of the Chinese gear trade spare part, must pay attention to and strengthen the development of test instrument and apparatus.

Probably only 300 gears factory has basically related measuring room of instruments in Chinese gear trade at present, total nearly has three multi coordinate measuring instruments 200, these instruments mostly import from foreign countries. Of various kinds ' Machinery, photoelectricity, numerical control) More than 1000 ges of the gear, more than 30 meauring centers of the gear among them, the workses of these instruments have companies such as foreign MAAG, Klingelnberg, Hofler, CarlMahr, M& M,etc., there is TaylorHobsom, CarlMahr, Zeiss, SIP the intersection of circular degree and appearance, metroscope, optical dividing head, roughometer, projector, the intersection of Engineer and all kinds of more than 500 ges such as being apparent Wan of company. Other about 200 gears factory seldom has a fine measuring instrument, some factories are besides omnipotent material measure, there is not a ge.

In the ge, more than about 10 the test instrument of the assembly, worm gear tester, the change-speed gear box assembly test bed and transaxle China of test bed do not exceed 50. There are no indispensable instruments such as noise appearance, torsional oscillation appearance,etc. in a lot of factories. The quality of necessary requirement for part of the products, part and assembly carries on rigorous detection and control in the gear manufacturing process, therefore advanced applicable measurement technique and instrument are indispensable conditions.

In all kinds of machine factories, no matter the gear driving member is made by oneself or external buying, should equip gear, whorl, multiple key ge, otherwise can't control the manufacture quality of the driving member. At present, the gear, whorl, five metals of Chengdu of China of measuring instrument of multiple key | Tool research institute, Kazakhstan quantity accurate quantity appearance factory,etc. can basically meet the demands. Even if China such as the meauring center of the gear, gear cutting tool meauring center, gear pair, worm gear tester, dynamic guide screw survey meter of laser can also supply. But expect very much to technology but the abundant users of the financial resources, can consider introducing the foreign gear meauring center.

Driving members such as the gear, endless screw, screw bolt,etc. must be casting iron, aluminum alloy of very high with complicated structure precision or weld the container body to support, these container bodies have a large number of accurate holeses and levels that need to measure the size accuracy and precision of mutual position. So each gear factory should allocate different specification, three coordinate measuring instruments of the precision.

In order to further improve the product quality of the Chinese gear trade, improve the trade competitiveness, should allocate all kinds of corresponding accurate test instruments as soon as possible. During a few years in the future, the large and medium sized gear enterprises of China should allocate three coordinate measuring machines, meauring centers of the gear and other accurate survey meters and form a complete set in the intact central measuring room, the small business should allocate the essential fine measuring instrument too, thus guarantee the quality of the Chinese gear products.

[molnao-blog]

Store considering that plays an important role in the purchase decision of returning to school

Students will choose numerously this year

Returning to school in season, the students and parents of the western countries are often busy buying the stationery, book, pen, calculator, certainly have ubiquitous PC.

But which kind of PC do these buyers want? What specification, characteristic, size and appearance of PC will sell well?

Choose to let parents feel very troublesome numerously, but the students do not have this kind of feeling. Student to master PC understand what prevail systematically, what nobody shows any interest in systematically very much today.

They affirm know memory capacity of PC these how many GBs does it have, hard disk (HDD) , optical drive (ODD) The cartridge optical disk.

From the viewpoint of hard disk, the manufacturer has already announced many kinds of products in several quarters recently. These products include that face the design capacity of the single disc 160GB of the notebook computer each time. The rotational speed of these hard disks includes 5400 rpm - -This is the best rotational speed in 2008, and more high 7200rpm rotational speed.

The hard disk supplier has also announced the hard disk of the single disc 320GB, and from 1TB to the new desk-top computer hard disk of 1.5TB.

Guide look of the hard disk

Have a look around manufacturer return to school various product that season put out, we can find out the main OEM manufacturer is adopting many kinds of memory products in their PC. What kind of products these products can let us spy upon the coming vacation of the end of the year to present.

Dell's notebook computer adopts 80-320GB hard disk of 2.5 inches, the rotational speed is 5400rpm. The optical drive of this company is mainly DVD/CD Kang Bao (COMBO) Optical drive, more advanced products support the blue optical probe (BD-ROM) . Dell's Alienware game system offers the capacity to transfer to the hard disk of Seagate 7200 up to 500GB high. Some desk-top computers of Dell's adopt 750GB hard disk, but what integrative type PC of this company adopted is 2.5 inches of 160GB hard disks.

The notebook computer of Hewlett-Packard adopts the hard disk of 120-250GB, the capacity reachable 320GB of the advanced note-book. All right apolegamy BD-ROM of top-grade notebook computer of this company.

The wide-screen notebook computer of Hewlett-Packard has one pair of hard disks, totals the capacity reachable 640GB, the capacity of each hard disk is 320GB, the rotational speed is 5400rpm. This company desk-top computer adopt the intersection of 7200 - 3.5 and hard disk of 320-500GB. However, the capacity of more high system of value can reach 1.5TB, adopts one pair of hard disks.

The products that Lenovo sells through retail channel are very captivating too, its notebook computer offers the choice beyond the hard disk.

The traditional notebook computer of this company adopts 5400 from 80GB to 250GB to transfer to the hard disk, 7200 that some advanced types adopt 160GB is transferred to the hard disk. In addition, some serial products of Lenovo offer the solid condition hard disk of 64GB.

An interesting choice that Lenovo offers is 1GB Turbo Memory of Intel. Turbo Memory is that a kind of NADN flashing memory buffers the system, is used for helping the enhanced performance and improving the battery life-span.

Most optical drives of this company are DVD/CD Kang Bao, but apolegamy recordable DVD. The desk-top computer of low-end of Lenovo offers the memory capacity of 80GB, 7200 that the high end system offers 500GB is transferred to the hard disk.

The situation of Acer is similar to other PC manufacturers. A notebook computer series of this company offer the hard disk up to most 320GB, another series offer hard disk of 120-160GB, rotational speed 5400 2.5 inches of hard disks turning.

The capacity of the desk-top computer is larger naturally, from 320GB to 500GB.

Series Z that Sony introduces newly offer the hard disk (SSD) of the solid condition at the same time And hard disk. It's interesting will it be August 2008 listing the intersection of Z and the intersection of series and the intersection of apolegamy and single pairs of SSD with capacity of 64GB, or the traditional hard disk with 320GB.

Other capacity of hard disk of Sony computer are the same as other PC manufacturers, such as 320GB. Sony popularizes its rewritable optical drive of blue light in its notebook computer of multimedia too. The desk-top computer that Sony can hang on the wall adopts 2.5 inches of hard disks, but the disc capacity of the menu, for single or one pair of hard disks of 160GB. These products have a rewritable blue light optical drive too.

The notebook computer of Toshiba has 160GB of 2.5 inches, speed available 5400 or 7200 rotates. Some types also have 5400 320GB hard disks transferred to.

Mix the hard disk

The mixed hard disk (HHD) which the manufacturer tried hard to recommend last year ,Actually rare in the products of this year. Robson/Turbo of Intel is not very showy. Because of the consideration of the cost, SSD capacity that the manufacturer offers is lower at present.

Another product field that should be mentioned is to connect the hard disk, his capacity is from 250GB to 1.5TB. Supply with the manufacturers of these products to include hard disk manufacturer and third party manufacturer. After buying PC, students may consider acquiring such a backup apparatus.

Will PC enter the knapsack soon?

Whether the academia will change the textbook into a digital media, such as DVD and cartridge optical disk? The intersection of size and little, light PC of low cost, lighten the weight of the knapsack?

When PC develops towards many kinds of colors, shape, characteristic and price, the storage equipment in PC has grown vigorously and obtained one's own vitality too, media type, capacity and rotational speed are varied. The season of returning to school may indicate what kind of storage scheme appearing on the following vacation of year will prevail.

[molnao-blog]

Many channel effects drive IC market to appear in the display unit

ISuppli Company reduced the display used for liquid crystal faceplate of jumbo size and driven IC global production prediction. The use of the new multiple channel driver increases, and each driver like this can replace numerous IC.

It is estimated the whole world used for liquid crystal faceplate of jumbo size revealed that drive IC production to rise to 6,200 million in 2011, and 3,800 million in 2007. ISuppli Company predicts before production is 7 billion in 2011. The jumbo size faceplate which iSuppli Company defines, mean the diagonal measurement is 10 inches or are greater than faceplate of 10 inches.

IC unit production is reduced, will influence opening income forecast too. Estimate from 2007 to 2011 business receipt basically fair, wander up and down in 3,400 million dollar about at present. The influence that unit production increases, the average selling price (ASP) Spiral and offset. Faceplate manufacturer, OEM and revealing that drives the competition between IC manufacturer to be sustained, promote ASP to drop.

Jumbo size liquid crystal faceplate has been revealing all the time traditionally that drives the maximum application on IC market. This because of the intersection of size and great, the intersection of definition and high the intersection of display unit and each the intersection of faceplate and required more than the intersection of size and minor and the intersection of definition and lower liquid crystal faceplate quantity, IC of drive, the.

Until 2007, still see up to 12 revealing in the LCD TV of 720p definition that drive IC frequently. These drivers usually have 350 to 480 passways.

The infiltration rate of the driver with 720 passways in the LCD TV rises rapidly now. Because of using driver of these multiple channels, adopt 720 (or 640) at present The driver number in the source driver of the passway and 720p LCD TV of 400 passways of gate drivers has already been reduced to 8 at present, and continue increasing with the output quantity on these IC, the driver IC quantity in each faceplate will drop to 6 or less in the near future.

Fig. 1 shows and drives the adoption situation of IC in the LCD TV as the multiple channel to 2007-2012 year of iSuppli Company.

Click to read the art of work Fig. 1: The multiple channel of global LCD TV drives IC to adopt the situation to predict

[molnao-blog]

Earning power broke and quited listing and became the straw to clutch at of color TV enterprise in terms of CRT

Type big in China in the foreign capitals brand " The price war " ,While engulfing Chinese brand panel TV market share constantly, CRT (cathode ray tube) TV this person " Veteran " Still " devoting one's remaining years to the service of the people " . Chinese color TV enterprises still rely on the CRT TV to occupy one seat in China and even global market at the present stage. Lower at the price of the panel TV again and again, under thin background of enterprise's profit, CRT TV becomes enterprise's main profit source of the Chinese color TV too. In other words, when new display technology is changed, Chinese color TV enterprises are still " resting on one's laurels " .

Earning power is broken up " The delisting theory "

The employer's organization of China electronic video studies Sun XinGuo, director of consultative department, to represent yesterday: "China's colorful electric undertaking is in from the traditional CRT TV to video transformation period of plateform. Although CRT TV has already fallen into recession for cycle, paces of declining are far than expected slowly. Pushed for hour on the video profit space of liquid crystal, CRT TV created the space of profit for Chinese color TV enterprise. A big chunk of enterprise's profit of Chinese traditional color TV such as Konka, achieving linking come from the CRT TV. "

According to the China electronic video employer's organization and union census data that the market research company links, in the first half of this year, China CRT TV's total sales volume is up to 11,270,000, exceeds the panel TV. The powerful sales volume smashes " delisting theory of the CRT TV " that is passing out constantly on the market . Will it be summer 2006, in the industry to have enterprise predict Chinese market difficult to seek CRT TV set trace 2007 once. But even under the background of fact that many enterprises claim to withdraw from CRT market, CRT TV sold and still sold well.

Konka's multimedia marketing Division's president Mu Gang has revealed, on the sales amount, Konka CRT TV and video proportion of plateform are 1 - 1. And because the panel TV profit drops, many enterprises represent, is strengthening the purchase of CRT, and put out the new size CRT TV and cater to consumers.

China CRT is very strong

"CRT TV lets foreigners know the household appliances enterprise of China. " Yesterday, while remembering the CRT TV, the intersection of step and dust Liu, observer of industry, say: "When being the most prosperous, nearly catch all foreign brands on going abroad door. " From 2003, soon after the panel TV was put out, the foreign capitals CRT TV " king " in the past Sony, Toshiba waited and successively announced the backout CRT market. At present, global CRT market share is less than 30%.

While summarizing China CRT video brilliance, the intersection of step and dust Liu show: "Chinese electrical home appliances industry utilize the advantage with abundant labour force of China, has produced a large number of electrical home appliances products of high quality and at a reasonable price, its cost performance is obviously higher than the foreign brand, the foreign brand wards off naturally. And with the foreign capitals brand withdrawal CRT TV, the CRT TV " price war " Also over, CRT TV market price is steady, the profit source in CRT TV of Chinese enterprise is thereupon stabilized.

XinGuo Sun appreciate to the intersection of CRT and these kind of display technology greatly too yesterday: "CRT develops for a century, technology is ripe, even compared with technology such as the liquid crystal, still have advantages on definition, color reductibility. " But she emphasizes, CRT technology has a defect in jumbo size at the same time. It is reported, 38 inches are carrying spot size of CRT, it is the back projection television set up.

Another helpless choice

At present, only there are less than 30 now in more than 50 CRT factories global, and mainly centre in China, South Korea and Southeast Asia. And close CRT factory or staging factory with foreign capitals brands one after another, the global CRT industry assembles to China. Market expect, CRT TV the sales volume of a hundred million will be steady to 70 million to 80 million from now.

"When only several enterprises in China go to manage on the market of such scale, have offered the rare chance for Chinese color TV enterprise. " The intersection of step and dust Liu show, " but the future trend remains the plateform, CRT TV eliminates the speed and accelerates. So, Chinese enterprises should make two hands to plan, look for the good balance point. Excavate CRT TV profit space as much as possible; Make good preparations for giving up CRT TV completely. Chinese enterprises must clearly know, can't set up the profit on the products that will eliminated soon " .

In fact, in the first half of this year, the foreign capitals brand continues waving " price knife " ,The decreasing amplitude of price that the liquid crystal brand of the main foreign capitals promotes the model reaches 30%, even already been lower than domestic brand and specification products, have engulfed the liquid crystal market share of the Chinese brand. But the foreign capitals spare the market of CRT TV to Chinese enterprises, instead of this is a kind of strategy of a Chinese enterprise, not so good as saying one kind of Chinese enterprises is helpless.

"The overseas-funded enterprise takes the leading factor, because its technical maturity of faceplate now; They can make the price war, because they have advantages on key technology and industry chain. " The intersection of step and dust Liu emphasize " if Chinese enterprises have not changed in two these finally, future day will be sadder " .

[molnao-blog]

Business Weekly: The cloud will calculate and change the whole world

The network edition of " Business Weekly " publishes the article to point out, the assumed appearance of cloud will makeover enterprises and obtain the way of software and computational capability on August 4.

At first, only one Sanmina-SCI Company lacks some staff to use the valley song network service Google Apps. But six months later, nearly 1000 staff use this service in this electronic manufacturing company. Sanmina-SCI chief information officer (CIO) Monet assorted Pater (Manesh Patel) Claim: "Our project groups spread all over all parts of the world, Google Apps can help them to cooperate effectively. " Pater is still expected, in the following three years, Sanmina-SCI staff number of using Google Apps will top 10000 people, account for 25% of staff's total number.

The valley song is that the companies offering software and computational capability come through the network initially. Subsequently, Amazon, scientific and technological giants such as Salesforce.com, IBM, inscriptions on bones or tortoise shells and Microsoft,etc. offer the service including storage space and software to customer through Internet, thus keep the relation with Gan Li customer. Such long-range task way of distributing calculating is become " The cloud calculates " ,It is driven that this technology is popular in the American company at present.

" the cloud calculates " Contain a lot of scientific and technological fields, including the software is served (SaaS) promptly And the hardware is served (HaaS) promptly . In any case, the cloud calculates that there is a common point: All provide service by Internet according to customer's demand.

Calculate the great change of the mode

The analyst claims, it means enterprises calculate the modal great change that the cloud calculates. Expect according to Merrill Lynch, in the following five years, the global cloud calculates market scale will reach 95 billion dollars. When the time comes, 12% of the software services will adopt the cloud to calculate the mode.

No doubt, can adapt to the manufacturer of this trend from hitting incomes. At present, manufacturers such as IBM, Dell and Hewlett-Packard,etc. are diligent towards this development. IBM announces on August 1, will furnish funds of 360 million dollars and make the cloud and calculate the data centre. Dell is reluctant to show weakness too, calculate the service provider and support of provision of equipment of Web 2.0 enterprises for the global large-scale cloud, such as Facebook, Microsoft, Amazon and Yahoo,etc.. Dell CEO Mike and Dell (Michael Dell) Claim: "Though only dollar of businesses at present, will turn into billions of dollars after being from 2 to 3. "

As for Microsoft, the cloud has calculated already CEO Steve and Ballmer (Steve Ballmer) List in one of five major focus of work for 2009 fiscal years.

The safety problem attracts people's attention

CIO of a lot of enterprises is afraid the cloud calculates the technical reliability and safety. On July 20, S3 network store service trouble of Amazon is an example. As to this, pula is silent (Daryl Plummer) that Gartner executive vice president reaches Claim: "The ship turns around slowly big. "

What in addition merited attention is, the cloud calculates that just emerges slowly in the field of enterprise at present. As to this, the intersection of valley and the intersection of song and the intersection of enterprise portion and the intersection of president and the intersection of Dave and the intersection of group and morality, A of Shandong, Claim: "The market will be exhausted sooner or later to go down like this. " According to Shandong A Germany of group, nearly 500,000 organize inuse Google Apps at present, but more than 50% are free edition.

Deal with the human resources problem

Pater turns application of the human resources respect to the cloud to calculate the mode in consideration at present, for example utilize the cloud to calculate to record attendance and expense report. In addition, he also considers using the network service of Amazon, thus obtain more storage space and server resource. Pater says: "In term of the angles of enterprises, we will test the new platform through some secondary application at first. "

Usually, enterprises CIO will all test before adopting the cloud and calculating to serve, adopt on a large scale after being satisfied. Among them, safety and reliability are great challenged. After S3 store service of Amazon breaks down, a lot of enterprises are unable to carry on the normal business.

Another question that enterprises CIO worry about is, whether accord with the regulation system of the looks. Bill (Sarbanes-Oxley) such as Sarbanes and Oxley ,Bill this require organization use financial policy and procedure of file come on, can improve person who audit, and take out the financial report more quickly.

Half-way house

In over the past six and a half month, the new technology of the staging IBM that the European cloud calculated a supplier iTricity to cost 779,000 dollars. The new technology will allow iTricity to offer more flexible service to customer. Usually, if users hope to obtain extra cloud computational capability, need to wait for one week. And can be shortened until an hour through the new technology of IBM, even shorter.

Because the company has invested a huge sum of money to improve the existing infrastructure, a lot of companies consider using the cloud to calculate to serve by mixed mode. For example adopt the privately owned cloud partly, the part uses the public cloud.

Lu Germany of A claims, it is believed that increasingly many enterprises will embrace the cloud to calculate with group. He says: "The enterprises more and more use Google Apps in the future, our camp accepts and thereupon increases naturally. " Group Germany, A of Shandong, represent still, valley song present goal to let more individual and Company adapt to Google Apps. For this reason, the valley song has provided cost-free Google Apps for a lot of universities.

[molnao-blog]

China takes down 61% of the share of global base station in the second quarter for, resurgence

The research company EJL Wireless Research of the market announced its analysis result of the base station contract of the latest second quarter of 2008 recently. By June 30, the acquired base station contract of resurgence accounts for 31% of the global total amount, but China, in order to be slightly at the lower hand, have got 30% of the contracts. Chinese manufacturer has obtained 61% of the contracts altogether.

The report points out, the base station contract total value of the second quarter of 2008 is 67, increase by 20 compared with the first quarter, its investigation range has covered all master manufacturers, including Alcatel Lucent, Ericsson, China are, Motorola, Nokia Siemens, nortel networks and resurgence communication.

Each main base station supplier has obtained a contract at least; And Motorola and Nokia Siemens network company of the same period have all only got a contract. Meanwhile, Ericsson and Alcatel Lucent both obtained the contract order of a hundred million yuan from hands of China Mobile this quarter.

In the second quarter, the global base station demand still centres in Asian-Pacific area and these two large areas of Africa. Meanwhile, the demands of 2000 seasons of CDMA glide to some extent, but the Chinese manufacturer is still the leading strength of this field, have got the entire CDMA contract of this season.

Another to reach 43% in order to move the global market share of broadband in China according to latest investigation report that the organization Informa Telecoms&Media of market survey announces, the European market share exceeds 60%, North America, Japanese advanced market realize the scale is broken through. By the end of June of 2008, the sales volume tops 12 million in order to move broadband totally in China.

Informa report reveal, it is expected inner the whole world to move broadband and serve and present explosive growth the following five years, the income that the whole world move broadband, serve in 2012 will reach 400 billion dollars. Move in the service income entirely in the whole world 2012 year, move the intersection of broadband and service income probably reach half. Moving broadband will become and move one of the trade maximum and business with strategic most significance.

[molnao-blog]

Base station demands concentrate Asian-Pacific Africa China OEM seizes 61% of the contracts

The news on August 4, the research company EJL Wireless Research of the market announced the analysis result of the base station contract in the second quarter of its 2008 a few days ago. This company points out, the base station contract total value of the second quarter of 2008 is 67, increase by 20 compared with the first quarter.

This research report divided quarterly report and annual report, the global honeycomb / PCS base station contract quantity and moved the apparatus demand current situation of the base station and offer the unique visual angle, its investigation range has covered all master OEM manufacturers, among them include Alcatel - Lucent, Ericsson, Huawei Tech Co., Ltd., Motorola, Nokia Siemens, nortel networks and resurgence communication.

Founder and the intersection of president and the intersection of Iraq and the intersection of Shandong and nurse of EJL Wireless Research Show, by June 30, resurgence accounts for 31% of the global total amount in the acquired base station contract in the second quarter of 2008, but China, in order to be slightly at the lower hand, has got 30% of the contracts. So, OEM trader of China has obtained 61% of the contracts altogether, each main base station supplier has obtained a contract at least; And Motorola and Nokia Siemens network company of the same period have all only got a contract. Meanwhile, Ericsson and Alcatel - Lucent all obtained the contract order of a hundred million yuan from hands of China Mobile this quarter.

The nurse in Shandong points out, in the second quarter, the global base station demand still centres in the Asia-Pacific region and these two large areas of Africa in Iraq. Meanwhile, different from the rise in the first quarter, the demand of CDMA2000 this season glides to some extent, but OEM trader of China is still the leading strength of this field, they have got the entire CDMA contract of this season.

[molnao-blog]

The semi-conductive manufacturer includes billboards Joyful several worry at several home

The company IC Insights of the market research announces the data display of newest statistics, one, to June of this year, in the income from sales of semi-conductive manufacturer of the whole world ranks, Intel still keeps the first in the world with the income of 175 billion dollars. Its competitor AMD glides as the 15th place with the income of 2,850 million dollars.

Investigate the company shows, in the first half years of this year, the income from sales of the global semi-conductive market increases by 6% compared with the same period of last year, the incomes of the first 20 semi-conductive manufacturers have increased by 10% compared with the same period of last year. The manufacturer that the income from sales reaches 2,100 million dollars at least can enter the first 20 lists. In global highest 20 semi-conductive provider ' Semi-conductive manufacturer of mode of factory) including having ,The American company accounts for eight, Japan accounts for six, three European companies and two South Korean companies, the first largest generation of worker's chip manufacturer China Taiwan Taiwan Semiconductor Manufacturing Co. in the world is the only company which enters global highest 20 semi-conductive providers of China.

Count the data display, compared with the same period last year, in 20 semi-conductive manufacturers rank, there is not a change in the position of the first four home, Intel's income increased by 9% compared with the same period of last year in the first half years of this year, the first has sat with the income of 175 billion dollars, Samsung occupies the second place, it is 111,800 million dollars that the income has increased by 21%. Though the instrument of Dezhou still keeps the third position, that its income is similar to the same period last year is 6,400 million dollars; Japanese Toshiba ranks the fourth, the income is 5,800 million dollars, increases by 1% only compared with last year. Taiwan Semiconductor Manufacturing Co. is the fastest-rising company in 20 manufacturers, ranks the sixth to increase to the fifth last year, the income increases by 35% and reaches 5,660 million dollars.

Among other anabatic companies of the rank, including chip manufacturer Qualcomm of the mobile phone, 29% of growth in earnings of it reaches 3,380 million dollars, rank from the 14th of the same period last year in order to rise in the location tenth. The third largest in the world does not have 20% of growth in earnings of rich open company of semi-conductive manufacturer of mode of factory to reach 2,140 million dollars and get into the top 20 teams.

Though the rate of Japanese yen to U.S.dollar soars greatly, the sales of semiconductor of electronic manufacturer Panasonic of Japan and NEC have been increased, the incomes of both sides have increased by 26% and 11% and reached 2,220 million dollars and 2,990 million dollars separately, the ranks of both sides are increased to the 17th and the 12th place by the 21st place and the 18th place at the same period last year separately too.

Place anabatic company include auspicious Sa of Japan fly to, insult science and technology by science and technology and Great Britain of Europe also the past half years.

In the company that the place drops, include DRAM stores the chip provider strangely and dreams of Damien drops to the 30th from the rank 18; NXP drop to the 14th from ten's place; Though the income from sales of AMD has increased by 9%, its rank drops to the 15th place from the 11th place at the same period last year in the first half years of this year. The income from sales of the modern semiconductor of South Korea glides 23%, rank and drop to the eighth from the seventh. The first five of semi-conductive backout of purpose law drops to the sixth.

[molnao-blog]

The embedded system meets the new challenge

Though the embedded system is getting fashionable in recent years, this concept does not appear recently. From the appearance of the one-chip computer, the embedded microprocessor until today of all kinds, large-scale application of microcontroller of the seventies of last century, the embedded system has developing history of more than 30 years.

At present, the embedded system has already permeated through each corner in people's life, for example industry, service industry, consume the electron, medical electron etc., and the embedded system has already developed into the bulky industry of a amount of money, organization research report of Gartner point out global 32-bit microcomputer and 64 embedded the intersection of products and reachable 12 billion dollars output value by 2012 according to data's investigation, annual compound growth rate is reachable 7%.

Definition of the embedded system

According to IEEE ' International electrical engineering SCTE) Definition,it is in embedded system " control, monitor by auxiliary apparatus, machine and device that apparatus operate " . This mainly defines, can find out from it the embedded system is the synthesises of software and hardware from employing, can also contain attachments such as machinery,etc..

But the above-mentioned definition can not fully embody the marrow of the embedded system, a general definition approved in China is to " regards employing as the centre at present, based on computer technology, the intersection of software and hardware can cut out, meet, employ the intersection of system pair and function, reliability, cost, volume, the intersection of power consumption and strict specialized computer system of requirement. "

According to this definition, can be from several respects to understand the embedded system:

Embedded system and employs and compacting, the very strong one is specialized, must accord with the real system demand and utilize reasonable reduction;

The embedded system is a product after combining advanced computer technology, semiconductor engineering and electron technology with particular application of each trade, this determines it must be a skill-intensive integrated system of knowledge with intensive fund and highly dispersing, innovating;

The embedded system must pay and cut out the software and hardware according to employing the demand, meet requirements such as the function, reliability, cost, volume of the application system,etc.. So, if can set up relatively general software and hardware foundation, then develop on it and adapt to various required systems, it should be a better development model.

In fact, embedded system is a noun with extremely wide epitaxy, every control system with the embedded characteristic combined with products can be called the embedded system, and very difficult sometimes to give it the next accurate definition. The embedded system that people tell now, refer to hotter embedded system with the operating system in recent years to a certain extent.

The embedded system employs the key in the future

One kind of lookses of the modern embedded products is changed quite big, for example consuming electronic product, digital household appliance, communication system, storage system,etc., so the arithmetic capability demand is the complicated pluralism, only need simple operation to differ widely with the past simply. AMD solution division head and general manager Buddy Broeker point out, sees with the key arithmetic capability development trend at present, only pay attention to the processor ability operation mode and already go to the end, under X86 systematic framework, the efficiency of CPU and GPU leads the development of PC framework at the same time, the more likewise, embedded system and utility program need efficiency of CPU and GPU more and more.

The processor efficiency of X86 framework is stronger and stronger, but visit craft and technical progress to grant, the price is lower and lower, the electricity needing consuming drops gradually too, in fact, the embedded market can enjoy these new technical advantages at the same time too. In GPU arithmetic capability, there was surprising development even more over the last seven years, even exceeded the Moore law, nearly turn over one time of growth every year in characteristic.

Then, CPU and development of GPU, what kind of the intersection of connect and does it have with embedded market on earth? Take ATM ATM as examples, a lot of ATM has already been equipped with a plurality of display units at present, besides main display function, two or more display units can reveal more information and advertisement too, in order to deal with image and decoding capability of higher picture element, ATM begins and needs operation of the power and reveals ability too. There are affairs machines such as thin client Thin Client system and printer, etc in addition, do not need display function traditionally, but more and more this kind of models change the outfit the strong display function at present, offer more plural application.

Buddy Broeker shows while accepting media's special visit, directs against the embedded market, AMD thinks the telecommunication, storage and client use will become the trend of staple market. So, besides offering the processor to match with the chip set, will also offer through the developing instrument or technology assists, let users carry on the product design fast, simple and easily. In addition direct against the special application, different groups serve customer within AMD too. After CPU combines with GPU, the next development focal point of the embedded products is still low power consumption, small dimension, and take most important customer's demand as the core. Buddy Broeker points out, compared with rival large resource, AMD does not have too many resources that are used for elongating the battle line, compete in an all-round way, so must be based on definite resource, adopt the exquisite way, stabilize and develop.

Challenge which can't be avoided in embedded system design

The consumption electronic product is the extremely potential star's products in the embedded system, according to statistics, are favoured the most by the future development of products such as blue light DVD, digital television, set-box,etc., and how to design the optimization embedded system directed against this kind of product, it is a significant challenge.

MIPS processor undertaking cluster marketing executive vice president Jack Browne points out, as to digital family, amusement device needs high picture element and sound effect, family's network system, better user interface, strong operating system and more elastic design. So can sum up and need stronger audio-visual decoding, safety, JAVA efficiency, linking, there can preferably be solution which compounds the general-using type (such as combining DBS, DTT, Cable and IPTV) ,Because these demands assemble and shut in many aspects, such as decoding capability, interface

[molnao-blog]

SIA: The global semi-conductive income from sales is 127,500 million dollars of the first half of the year

5 news in August, according to the semi-conductive employer's organization (SIA) of U.S.A. Claim on Monday, under the push of the demand abroad, the global semi-conductive income from sales will be 127,500 million dollars in the first half of 2008, have increased by 5.4%.

The global semi-conductive income from sales will be 64,700 million dollars in the second quarter of 2008, increase by 8% compared with the same period of last year, higher than 3.8% growth rate in the first quarter of this year. In June of 2008, will deduct the memory chip of weak price to sell, the income from sales of the semiconductor chip increases by 12% compared with the same period of last year.

The semi-conductive employer's organization claims, the rise of the price of energy has not hindered the demand for the semiconductor. The sale of PC and mobile phone continues robust growth. PC accounts for about 40% of the chip sales volume. The mobile phone accounts for 20% of the chip sales volume.

The semi-conductive president George Scalise of employer's organization claims in the statement, the new developing market is the key factor of promoting global sales of semiconductor. In 2008, PC sales volume of developing countries will be up to 153 million, will account for half of global PC sales volume.

China, India, eastern Europe have far offsetted the influence that U.S.A.'s economic speedup slows down with a large number of emerging population of middle class in Latin America.

[molnao-blog]

The global PC sales volume increased by 15%-16% in the second quarter of 08

A few days ago, according to recent multiple report delivered, the global PC sales volume increased by 15% to 16% in the second quarter, the sane growth situation appears. According to the data of the multiple analysis report, U.S.A. area PC sales volume's growth is 3.6% to 4.2%. The note-book PC sales volume increases fastest, especially area outside U.S.A.. PC sales volume of the apple in U.S.A. area jumps and occupies the third place, become the maximum winner. Though the report has not ranked the global sales volume, the apple jumped over great  last year, has promoted the market share of U.S.A. by 2%, after following Dell and Hewlett-Packard getting back to champion's position closely. If count according to the sales amount, the market share of the apple will be higher. But PC sales volume will receive the heavy pressure of development of global economic environment, promotes prices to further drop.

[molnao-blog]

Telecommunications are recombinated: The movement circle UNICOM robs the hilltop Telecommunications are dry,etc.

Time is most valuable for several big operators, unlike this, some operators expand the domain while recombinating mistiming, some operators can only worry, it is difficult to have the movements of essentiality. According to subscriber data in June, China Mobile increases 7,550,000 users newly during this period, and CDMA number of users has only increased by 16,000, develop the stagnant situation to worsen.

China Mobile utilizes recombinating mistiming to take user resources; CHINAUNICOM and China Netcom devote more efforts to trussing up the marketing; But China Telecom falls into cannot help but waiting is hit. It is the most influential that China Telecom is recombinated, not merely user run off the fixed telephone continuously, and CDMA network users face running off. Under the pattern aggravated in unbalance of market, the weak operator already further baffled because of recombinating develops more extremely difficultly.

China moves and seizes the chance to ride on a horse to enclose

When other three operators are busy with integration, China Mobile accelerates grabing users' rhythm. According to the operation data announced newly, up to June, the total number of Chinese mobile subscribers reaches 415 million. Customer increase 45,250,000 only totally 08 year, only increase by 7,540,000 every month while being average. Develop according to such a speed, the development space of the users of other operators will only be smaller and smaller.

According to a short time, China's moving tactics are to continue expanding user's scale. Recently, the media reports China Mobile plans to invest 100 billion to optimize 2G network, the means to understand in order to expand market share in the industry. While clearing away the urban blind angle, China Mobile is opening up the rural market in a more cost-effective manner too. The securities of Lyons think, China Mobile has obvious advantages on the rural market, its occupation rate is up to 80%. The trend that the cellular telephone of rural market substitutes the fixed net is obvious, it is very favorable to increase to China's moving profit.

The insider thinks, China Mobile has occupied the share of the mobile subscriber market 70%, market share above the increment market 87%. Moreover, just as a famous telecommunication advisory organization pointed out, there can not be in China Mobile, raise the new entrant and difficulty of managing mobile service of weak enterprise. The present rival of China Mobile is it besides supervision.

Moreover, China Mobile relies on its fund, cost co dominant to expand in a plurality of fields. China Mobile pushes the family planning on domestic consumer's market, with China Telecom " my e family " Form direct competition; China Mobile begins to try in Shanghai and other places " The wireless city " Construction, " fight at close quarters " with the broadband development tactics of China Telecom . China Mobile still came out top, its formative competitive edge can be duplicated in a short time by new UNICOM and new telecommunication.

New UNICOM robs the hilltop desperately

Though CHINAUNICOM pesters in network integration, after C network develops to basically give up, can well rise and sell to launch uniting marketing with China Netcom. In order to occupy a tiny space in the future competition, another hand of CHINAUNICOM is not unoccupied. Though CHINAUNICOM and China Netcom should hold each shareholders' general meetings to realize amalgamation on about September 16, but both sides' regional branch company has been already development action of essentiality.

Open as the example with the North one province UNICOM and network, both sides have already united marketing spontaneously. The concrete action is mainly as follows, confirm that acts for the other side's business each other, enter the other side's main Business Hall and handle the business, develop business and launch the work that air shower's users transfer to UNICOM G network number progressively. Meanwhile, resources such as the marketing, network of both sides,etc. are utilized each other, share resources such as their own group, network,etc., carry on speech business and individual line cooperation, develop the fixed net and move the group customer that trussed up.

The real integration of CHINAUNICOM and China Netcom also takes some time, but in some areas, both sides have already launched the business cooperation of essentiality extremely anxiously, make war to rival jointly. Before this, in Ziyang of Sichuan, the network open UNICOM takes down the communication cooperative agreements of Sichuan space division group jointly, this is after claiming to recombinate, the largest customer that two operators cooperated in capturing within the range of China. News claims, Chongqing UNICOM Branch has already jointly launched promoting with the open branch company of Chongqing net summer vacation time.

An open personage of network says frankly, the fixed net is that users truss up with moving the maximum advantage of merging, merge what is result, it stresses the intersection of user and new UNICOM in afterwards to be favorable as soon as possible. No doubt, before recombinating and finishing, strove for more users, came tangibly more than any other things.

China telecommunication helpless user runs off

China Telecom " Incorporate into own forces " The work of UNICOM CDMA network is going on in full preparation, but the insider is anxious, " during CDMA network delivery is exactly the blank period that CDMA net propagates, long the blank one is, the customer's loss serious will " . China Telecom should accelerate CDMA net's purchasing the process.

Such worry is reasonable. Data display, up to June, the number of users of the local telephone of China Telecom is 214,890,000, it has already lasted 11 months to run off users. Have already run off 5,440,000 in the first 6 months of 2008. Haitong Securities releases the report and claims, though China Telecom has planned to make the number of users of C network close to 100 million in the past two years, but before C network is transferred in the hands of China Telecom formally, the growth of the number of users of C network allows of no optimist.

In fact, it is very difficult for China Telecom to put out CDMA network marketing policy including new business, new expenses, new set menu, been already in unfavorable status in users developed. As centralized to one of China Mobile that the mobile subscriber continues, the development space left to the latecomer has not been already big, develop cost that users will pay at double.

Obviously, the joining of China Telecom, can change CDMA current situation of the development, and China Telecom can take this opportunity to emerge. However, to China Telecom, the most important thing is to try hard to shorten and recombinate time. Time is the money. Though the reserve already in carrying on CDMA of China Telecom, it is the longer to recombinate the interval, developing the pressure will be strengthened, it will be smaller and smaller to develop the leeway.

So, the unsymmetry controls the policy and needs issuing badly, build a space of development for the new entrant. Otherwise, the pattern of standing like the legs of a tripod will be difficult to form, the difficulty of controlling the policy at the same time and implementing will be strengthened.