News Posts matching #Chromebooks

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Jon Peddie Research: Q3 Graphics Card Shipments Increase by 12% Year-over-Year

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 101 million units in Q3'21 and PC CPUs shipments increased by 9% year over year. Overall, GPUs will have a compound annual growth rate of -1.1% during 2020-2025 and reach an installed base of 3,249 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 31%.

AMD's overall market share percentage from last quarter increased 1.4%, Intel's market share decreased by -6.2%, and Nvidia's market share increased 4.86%, as indicated in the following chart.

NAND Flash Prices Projected to Enter Cyclical Downturn in 2022 Due to Modest Demand Growth and Competition for Higher-Layer NAND, Says TrendForce

Contract prices of NAND Flash products are expected to undergo a marginal drop of 0-5% QoQ in 4Q21 as demand slows, according to TrendForce's latest investigations. Hence, the current cyclical upturn in NAND Flash prices will have lasted for only two consecutive quarters. Looking ahead, NAND Flash suppliers' capacity expansion plans will be affected by the outlook on future trends and the supply of other non-memory components. At the same time, attention will have to be paid to the demand projection. At the moment, NAND Flash suppliers appear likely to downsize their capacity expansion activities for 2022, resulting in a 31.8% YoY increase in NAND Flash bit supply next year. Annual bit demand, on the other hand, is projected to increase by 30.8% YoY. With demand being outpaced by supply and competition intensifying among suppliers for higher-layer products, the NAND Flash market will likely experience a cyclical downturn in prices in 2022.

DRAM Prices Projected to Enter Period of Downswing in 2022 as Demand Lags Behind Supply, Says TrendForce

DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce's latest investigations. This decline can be attributed to not only the declining procurement activities of DRAM buyers going forward, but also the drop in DRAM spot prices ahead of contract prices. While the buying and selling sides attempt to gain the advantage in future transactions, the DRAM market's movement in 2022 will primarily be determined by suppliers' capacity expansion strategies in conjunction with potential growths in demand. The capacity expansion plans of the three largest DRAM suppliers (Samsung, SK hynix, and Micron) for 2022 are expected to remain conservative, resulting in a 17.9% growth in total DRAM bit supply next year. On the demand side, inventory levels at the moment are relatively high. Hence, DRAM bit demand is expected to grow by 16.3% next year and lag behind bit supply growth. TrendForce therefore forecasts a shift in the DRAM market next year from shortage to surplus.

Annual Notebook Shipment for 2021 Projected to Reach 240 Million Units, Though Demand in 4Q21 Remains Contingent on Market Trends, Says TrendForce

As growing vaccination rates worldwide starting in July lead to a gradual easing of lockdowns, the overall demand for notebook computers has also experienced a corresponding slowdown, with Chromebook demand dropping by as much as 50%, according to TrendForce's latest investigations. However, factors such as a wave of replacement demand for commercial notebooks in Europe and North America due to the return to physical workplaces, as well as brands' aggressive efforts to rush out their 4Q21 shipments ahead of time due to global port congestions, became the primary drivers of notebook demand in 3Q21. Hence, annual notebook shipment for 2021 will likely reach 240 million units, a 16.4% YoY increase.

TrendForce further indicates that 4Q21 will welcome both the gradual release of new models equipped with Intel's next-gen CPUs and a wave of replacement demand for notebooks featuring Windows 11. Even so, overall notebook shipment in 4Q21 will depend on the status of the COVID-19 pandemic and the demand for commercial notebooks. As vaccinations become even more widespread in 2022, pandemic-related spending is expected to decline as a result. TrendForce therefore expects global notebook shipment to decline by 7-8% YoY next year and reach approximately 220 million units, although this still represents a growth of 60 million units over the shipment volume for 2019, prior to the emergence of the pandemic.

DRAM Prices Projected to Decline by 3-8% QoQ in 4Q21 Due to Rising Level of Client Inventory, Says TrendForce

Following the peak period of production in 3Q21, the supply of DRAM will likely begin to outpace demand in 4Q21, according to TrendForce's latest investigations (the surplus of DRAM supply is henceforth referred to as "sufficiency ratio", expressed as a percentage). In addition, while DRAM suppliers are generally carrying a healthy level of inventory, most of their clients in the end-product markets are carrying a higher level of DRAM inventory than what is considered healthy, meaning these clients will be less willing to procure additional DRAM going forward. TrendForce therefore forecasts a downward trajectory for DRAM ASP in 4Q21. More specifically, DRAM products that are currently in oversupply may experience price drops of more than 5% QoQ, and the overall DRAM ASP will likely decline by about 3-8% QoQ in 4Q21.

Although WFH and distance learning applications previously generated high demand for notebook computers, increasingly widespread vaccinations in Europe and North America have now weakened this demand, particularly for Chromebooks. As a result, global production of notebooks is expected to decline in 4Q21, in turn propelling the sufficiency ratio of PC DRAM to 1.38%, which indicates that PC DRAM will no longer be in short supply in 4Q21. However, PC DRAM accounts for a relatively low share of DRAM manufacturers' DRAM supply bits, since these suppliers have allocated more production capacities to server DRAM, which is in relatively high demand. Hence, there will unlikely be a severe surplus of PC DRAM in 4Q21. It should also be pointed out that, on average, the current spot prices of PC DRAM modules are far lower than their contract prices for 3Q21. TrendForce therefore expects an imminent 5-10% QoQ decline in PC DRAM contract prices for 4Q21, with potential for declines that are even greater than 10% for certain transactions, as PC OEMs anticipate further price drops in PC DRAM prices in the future.

Annual Notebook Shipment Likely to Break Records in 2021 at 236 Million Units, with Chromebook Demand Slowing Down in 2H21, Says TrendForce

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce's latest investigations. The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase. In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market. Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip.

ASUS Introduces Chrome Enterprise Devices for Modern-Day Businesses

ASUS today announced ASUS Chrome Enterprise devices, an exciting offering that combines the benefits of top-notch ASUS hardware with the business capabilities of Chrome OS. ASUS Chrome Enterprise devices are specifically built for business—enabled with Chrome Enterprise and housed in versatile, lightweight and robust ASUS Chrome devices to provide professionals with the tools they need to be effective and productive.

The lineup of ASUS Chrome Enterprise devices spans Chromebooks with clamshell and convertible designs and various form factors, as well as Chromebox models tailored to different business needs. With this offering, businesses can enjoy features such as zero-touch enrollment and Parallels Desktop for Chrome OS to optimize workflows for cloud-first devices.

Intel Celebrates 10 Years of Chromebooks

Google and the broader Chrome ecosystem continue to deliver innovative, cloud-first PC experiences with Chromebooks powered by Intel—from use in classrooms to go-anywhere connectivity for work and gaming.

"This past year has reminded us that the PC is an integral part of our lives," said Chris Walker, Intel corporate vice president and general manager of Mobile Client Platforms. "Intel and Google share a vision for delivering the computing experiences that matter most to people. Together, we have enabled the incredible growth and evolution of the Chrome ecosystem over the last decade to reach amazing levels of capability and performance. We're excited to build on this collaboration as we continue to drive innovation forward." Since the first device was introduced in 2011, an entire ecosystem has evolved and more than 100 million Chromebooks have made their way into the world for students and educators, general consumers and businesses. Over those 10 years, Intel has worked closely with Google and original equipment manufacturers (OEM) to enable more than 100 Intel-based Chromebook designs and drive new areas of innovation.

NVIDIA Expands GeForce NOW Game Streaming Service to Turkey, Saudi Arabia, and Australia

NVIDIA has today announced the expansion of its GeForce NOW game streaming service to Turkey, Saudi Arabia, and Australia. The company has worked closely with telecommunication providers to ensure that the streaming service is working well and now they can deliver even more gamers a chance to play their favorite games in the cloud. NVIDIA stated that: "It also offers an opportunity for the world's leading telecommunications firms to deliver high-quality, low-latency PC gaming to nearly any device from the cloud. These partners form the GeForce NOW Alliance, a partnership of operators using RTX Servers and NVIDIA cloud-gaming software to expand and improve cloud gaming globally."

As a reminder, the GeForce NOW is a game streaming service that "brings real-time raytracing to today's biggest blockbusters to underpowered PCs, Macs, Chromebooks, Android and iOS devices." You can access a wide range of games from almost any device and play as much as you like.

Acer Releases Pair of New 11-inch Chromebooks for Education

Acer today announced a pair of new 11-inch Chromebooks for the education market with well-rounded features intended to make it as easy as possible for a school to go digital: military durability standards let parents trust that the devices are reliable, Zero-touch enrollment makes it easy for IT to roll them out, and students will enjoy the intuitive responsiveness of Chrome OS.

The Acer Chromebook 511 (C741L) is an 11.6-inch notebook computer that simplifies the process of establishing a digital learning environment, with a number of features that will benefit both the students using the devices and the school administrators rolling them out. The Qualcomm Snapdragon 7c compute platform allows for up to 20 hours of battery life between charges on top of offering an efficient performance to keep up with students' learning needs. Utilizing Snapdragon 7c, the Acer Chromebook 511 also delivers built-in 4G LTE connectivity to help protect the security of users' data and to provide fast, reliable access to learning apps in the cloud -- enabling students to take the classroom with them and learn from virtually anywhere. Weighing in at just 1.3 kg (2.87 lbs), this thin and light device is portable enough for students of all ages to easily transport between classes.

Premium Comes Standard with Samsung Galaxy Chromebook 2 - World's First QLED Chromebook

Samsung Electronics Co., Ltd. today introduced Galaxy Chromebook 2, the newest member of the Galaxy Computing family. Since 2011, Samsung has been a leader in the Chromebook market, finding new ways to elevate the Chrome OS experience—and the ultra-premium Galaxy Chromebook represented a path-breaking leap forward. The 2-in-1 Galaxy Chromebook 2 builds on that legacy, offering the leading features from its predecessor at a more accessible price. Boasting the first-ever QLED display on a Chromebook, reliable hardware, and seamless integration into the Galaxy and Google ecosystems, Galaxy Chromebook 2 represents yet another high-performance option for users who love the flexibility of Chrome OS.

"Many kids grew up using Chromebooks in school, and as they enter the workforce, their needs evolve, they're looking for premium, powerful hardware that can elevate that intuitive Google experience," said Shoneel Kolhatkar, General Manager, Head of New Computing, Samsung Electronics America. "We designed the Galaxy Chromebook 2 with these users in mind, taking the popular features from Galaxy Chromebook—incredible visuals, great specs, and gorgeous design and color—and bringing them to a wider base of customers."

Prices of NAND Flash Controller ICs Poised to Rise by 15-20% due to Tightening Production Capacity for Foundry Services, Says TrendForce

In the upstream semiconductor industry, the major foundries such as TSMC and UMC are reporting fully loaded capacities, while in the downstream, the available production capacity for OSAT is also lacking, according to TrendForce's latest investigations. Given this situation, suppliers of NAND Flash controller ICs such as Phison and Silicon Motion are now unable to meet upside demand from their clients. Not only have many controller IC suppliers temporarily stopped offering quotes for new orders, but they are also even considering raising prices soon because the negotiations between NAND Flash suppliers and module houses over 1Q21 contracts are now at the critical juncture. The potential increases in prices of controller ICs from outsourced suppliers (IC design houses) are currently estimated to be the range of 15-20%.

With regards to the demand side, demand has risen significantly for eMMC solutions with medium- and low-density specifications (i.e., 64 GB and lower), for which NAND Flash suppliers have mostly stopped updating the NAND Flash process technology, while maintaining support with the legacy 2D NAND or the 64L 3D NAND process. This is on account of strong sales for Chromebook devices and TVs. As older processes gradually account for a lowering portion of bit output proportions from NAND Flash suppliers, these companies are exhibiting a lowered willingness to directly supply such eMMC products to clients. As a result, clients now need to turn to memory module houses, which are able to source NAND Flash components and controllers, to procure eMMC products in substantial quantities.

Oversupply to Continue Affecting NAND Flash Prices, with 10-15% QoQ Decline Expected in 1Q21, Says TrendForce

The percentage distribution of 2021 NAND Flash bit demand by application currently shows that client SSD accounts for 31%, enterprise SSD 20%, eMMC/UFS 41%, and NAND wafer 8%, according to TrendForce's latest investigations. TrendForce expects NAND Flash ASP to undergo QoQ declines throughout 2021, since the number of NAND suppliers far exceeds DRAM suppliers, and the bit supply remains high. As Samsung, YMTC, SK Hynix, and Intel actively expand their NAND Flash bit output in 1Q21, the oversupply situation in the industry will become more severe, with a forecasted 6% QoQ increase in NAND Flash bit output and a 10-15% QoQ decline in NAND Flash ASP in 1Q21.

AMD Ryzen 3000C-series Processors Based on Existing "Zen+" IP, Heavy TDP Optimization

AMD earlier today announced its Ryzen 3000C-series processors targeted at Chromebooks, a segment where the company feels it can bring more to the table than Intel's entry-level Celeron, Pentium Silver, and Pentium Gold mobile processors. Responding to a questionnaire by TechPowerUp, AMD revealed a handful details about these processors. The Ryzen 3000C-series processors are based on the 12 nm "Picasso" silicon, while the Athlon Gold and Athlon Silver parts are based on 14 nm. The "Picasso" based parts combine up to 4 "Zen+" CPU cores, with an iGPU based on the "Vega" graphics architecture, with up to 10 NGCUs. AMD has optimized all SKUs for a 15 W TDP target.

Responding to a question on storage specification or possible collaboration with MediaTek on WLAN controllers, AMD responded that it wishes a diverse hardware ecosystem for its OEM partners, without getting into specifics. There was no denial on the MediaTek bit. The Ryzen 7 3700C practically maxes out the "Picasso" silicon within the 15 W TDP envelope, which got us wondering if AMD has its eyes on the premium Chromebook segment, possibly even Google's first-party Chromebook Pixel brand. To this company responded that while the 3700C has a solid feature-set for premium Chromebooks, there are no first-party Pixel products on the anvil. AMD has just entered the market, and possibly wants to make a dent on the bulk of the Chromebook market first.

AMD Launches Ryzen 3000 C-Series for Chromebooks

Today, AMD (NASDAQ: AMD) announced the first AMD Ryzen mobile processors and latest AMD Athlon mobile processors for Chromebook platforms, with up to 178% faster web browsing compared to the previous generation. Designed in collaboration with Google, the AMD Ryzen and Athlon 3000 C-Series Mobile Processor lineup introduces the first-ever "Zen" architecture-powered Chromebooks with systems from Acer, ASUS, HP, and Lenovo launching in Q4 2020. The AMD Ryzen 3000 C Series Mobile Processors offer up to 212% better performance for multitasking and content creation compared to the previous generation of AMD Chromebooks. With built-in AMD Radeon Graphics, AMD Ryzen 3000 C-Series Mobile processors include the most powerful graphics available in a Chromebook.
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