Google's display advertising business is growing very fast. On YouTube they are implementing TruView technology that allows only good ads to be displayed to the right target audience, and more.
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She didn't want to let me interview her, but I recorded a bit from her discussion on stage with the Apple fanboy MG Siegler. You can watch the whole video on the official LeWeb Youtube channel here: http://youtube.com/watch?v=tIYfnMx8CMM
Google is launching this new tool to measure the value of social media. Read more about it here: https://code.google.com/apis/analytics/docs/socialData/home.html
Wow, Google just released the source code for Ice Cream Sandwich in this Google Groups post.
Expect all Gingerbread-capable devices be able to upgrade to Ice Cream Sandwich rapidly. The question is only how soon each ARM SoC can have it fully hardware accelerated? Who is doing that work of doing all the hardware optimizations? Who is eventually disabling or tuning down certain hardware accelerated advanced user interface features in the software if that hardware is not powerful enough or of lower performance?
As of course one can expect all the latest high-end Dual-Core ARM Cortex-A9 processors to support this soon, including all devices on the TI OMAP4, Samsung Exynos 4210, Qualcomm MSM8260/8660, Nvidia Tegra2 and Tegra3, St-Ericsson U8500/U9500 and more. Imagine how awesome it is going to be to see firmware updates upgrading all Tablets and Smartphones using following cheap SoCs to Ice Cream Sandwich:
- TI OMAP3630/3530/3430 ARM Cortex-A8
- Samsung Hummingbird ARM Cortex-A8
- Freescale i.MX51/53 ARM Cortex-A8
- Marvell PXA618 Single Core
- Qualcomm 8255/8255T Single Core up to 1.5Ghz
- Rockchip RK2918 ARM Cortex-A8 1.2Ghz
- Telechips 8803 ARM Cortex-A8 1.2Ghz
- AmLogic 8726 ARM Cortex-A9 Single Core 800Mhz
- NEC/Renesas EV2 ARM Cortex-A9 Dual Core 533Mhz
- Qualcomm MSM7227 ARM11
- Mediatek MTK6573 ARM11
- VIA 8710 ARM11
and more! Does anyone know how to get a confirmation from each of these ARM SoC providers to get an idea about how soon and if they expect to get full Ice Cream Sandwich support? Who is going to make that work, do each SoC provider, each device maker have to do all the work or is Google contributing a lot of those software optimizations already as part of the open source Android 4.0.1 code release?
How soon can we expect to find some awesome sub-$100 and sub-$200 fully capacitive, fully smooth Android phones, tablets running on the amazing Android 4.0.1? Can we expect them all now to be fully officially allowed to pre-load the full Google Marketplace, having the full Google-supported Tablet features, official tablet services pre-loaded, no questions asked? I expect Google's new Ice Cream Sandwich Compatibility Definition Document to allow for every one of those SoCs full compatibility, even the cheapest, and not requiring any specific sensors, screen sizes, buttons, 3G features or other to get official Google Marketplace on those.
I expect that we may see Ice Cream Sandwich on all these SoC, even the ARM11 based ones, starting as soon as before the end of the year, or maybe in January or February of next year. I expect all cheap tablets and phones to run the latest Ice Cream Sandwich, all come with the official Google Marketplace legally pre-loaded, regardless of sensors present. I also expect either Android 4.0.1 or perhaps later coming Android 4.1, Android 4.2 to also provide full support for Set-top-boxes, Laptops, E-readers and more. That means, I expect this to provide a full Google TV experience on HDMI out. I expect this to provide a full Chrome browser when outputting a HD output and keyboard/mouse is detected. I expect this to provide the best ever user interface and applications platform for E-Ink and Pixel Qi based e-readers, powering a better reading experience.
The new awesome Samsung Galaxy Nexus was just unveiled in Hong Kong. It has an amazing 1280x720 4.65" HD Super AMOLED screen, LTE/HSDPA+ and runs on the new Texas Instruments OMAP4460 1.2Ghz dual-core ARM Cortex-A9 processor. This is what TI's Vice President of OMAP platform business unit Remi El-Ouazzane has to say about this:
Today is a great day for our collaboration with Google…The long-awaited Android 4.0 release is finally being revealed with the OMAP4460 processor powering the absolutely gorgeous Samsung Galaxy Nexus device. I am so excited about this launch. What I may be the most excited by is not only the ability to converge to one Android release for both smartphones and tablets, but to be able to pack that level of performance across graphics or video on an HD screen and within the power envelope of a smartphone device…This is where our OMAP smart multicore architecture makes a huge difference. At the end of the day, brute force (number of cores, for instance) does not rival sophistication.
and a further statement from TI:
Today, TI proudly revealed a major OMAP platform milestone: yes, the highly-anticipated Android 4.0 “Ice Cream Sandwich” release runs on the OMAP4460 processor. This advancement is an exceptional demonstration of what OMAP processors uniquely do, and what separates them from competitors in the mobile processing world: the ability to provide hardware-integrated security, distinctive and advanced imaging features, enhanced memory and more, all on a smart multicore architecture.
Here are some of my impressions and expectations for the Samsung Galaxy Nexus and Ice Cream Sandwich:
- This means Samsung can maybe "easily" update processor speed to 1.5Ghz and maybe also later to the OMAP4470 1.8Ghz when those faster OMAP4 processors become available.
- I don't know how fast Samsung can manufacture these screens and how much it costs them, my guess is this screen is the most expensive Super AMOLED yet, and I guess that Super AMOLED is already quite a bit more expensive than LCD and I wonder if Samsung is able to manufacture enough of these screens to not create major shortages for the availability of this Galaxy Nexus worldwide for the months to come. If there is one phone worth queuing up for if you want to be sure to get one in the first weeks/months at release, this may be it.
- They haven't yet shown what happens when you connect to HDTV output, I wonder if the "pins" on the side provide HDMI and data output/input or/and if an MHL connector takes care of this like on the Samsung Galaxy S2. I expect the full Motorola Atrix type Laptop Dock, Desktop Dock, Multimedia Dock, all those features are likely part of Android 4.0, which is why I think Ice Cream Sandwich means the merger of Android with Chrome OS and Google TV.
- Samsung Galaxy Nexus is likely going to be expensive. This is not news though for high-end smartphones, those are all ridiculously expensive today. But that's just how things are, and they are able to sell tens of millions at those expensive prices. Consider that you are paying $2000 to $3000 for this phone with a 2 year contract. Considering the possibility that Samsung may not be able to manufacture enough of those 720p HD Super AMOLED screens, they may even purposefully increase the price even further at launch.
Here are some numbers according to Josh Pritchard, posted on Quora about a week before this acquisition was announced:
--Motorola actually has ~$3.2B in cash (~$170M are "cash deposits"), with $200M more coming from Motorola Solutions, per the terms of the separation.
--They have $2.4B in deferred tax assets, that Google presumably plans to use (the media seems to be completely missing this one).
So, if you net the cash and tax assets, it's more like ~$7B that Google is paying for the operating businesses and the patents.
Motorola Mobility has $6.2 Billion in assets (buildings and other stuff?) according to Wikipedia. Google gets 19 thousand new employees (up from 29 thousand current Google employees, a 65% jump in employee count).
Of course, what everyone is talking about are those 17 thousand patents and 7 thousand pending patents that Motorola Mobility has. Consider Motorola is a 80 year old company. Their patents most likely include many of the interesting Hardware Patents, I'm not a lawyer, but I am pretty sure strong Hardware Patents are worth much more than bogus software patents. This means Android, Chrome OS, Google TV can stay free and open source forever. Apple and Microsoft have to drop all their bogus lawsuits against Android companies immediately. Google now has the patent on the mobile phone, the Apple iPhone can be illegal tomorrow if Google wants it to be.
What do I think Google is going to do:
1. Ask the genius team behind the Motorola Atrix to join the Android team to make a platform that combines Ice Cream Sandwich, Google TV and Chrome OS into the ultimate ARM Powered device. Provide that solution as an all-in-one standard for the Android ecosystem and not just make it one product.
2. Interview any of the other 19 thousand employees at Motorola Mobility, ask who wants to work within Android, within Google or remain within Motorola Mobility and to do what. They can invent some genius interview process so somehow everyone gets what they want and what they deserve.
3. Maybe Samsung, HTC, Sony-Ericsson or simply the stock market are later offered to buy back the Motorola Mobility Hardware division without the patents but with free unlimited licence to use any of the patents on Android devices. In 6 months, if the stock market has somewhat recovered, Google may get all their money back for that.
4. Or Google can find use in owning Motorola, perhaps ask Motorola to design hardware such as Cheap $50 Android phones to bring Android to all people in the developing world, special focus on Brazil, Russia, India, China (potentially 1-2 Billion Android phones can be sold there in 1-2 years), Google can ask Motorola design $50 ARM Powered Google TV enabled Set-top-boxes that all consumers and all Pay-TV providers are going to use.
5. Maybe Android is mature enough (owning more than 80% of the smart phone market by the end of the year), Google may want to use Motorola to launch White Spaces networks worldwide for free wireless broadband for all. $99 Android phones unlocked that include unlimited free Google Voice, unlimited free wireless broadband in every city all over the world. White Spaces are unstoppable. Maybe this is the time. They can bundle a Motorola router with the phone, you plug it to your home ADSL/Cable/Fiber to expand that White Spaces network in your neighborhood.
- $12 Billion: Why Google Is Buying Motorola Mobility (techland.time.com)
- Google to buy Motorola's mobile unit for $12.5 billion (news.consumerreports.org)
- Google-Motorola Mobility would create interesting enterprise portfolio (zdnet.com)
Google Wallet, your Android becomes your wallet/ID/tickets/offers and more, but does it use ARM TrustZone yet?
Google wants to replace your wallet, your passport, your ID, to be used for ticketing, for local offers, coupons, deals and more. But is it secure yet?
We need this pin code mode and it needs to be fully 100% secure. But is it yet secure in this first implementation with NFC on the Nexus S 4G? Does Google yet use some type of deep hardware level security like the ARM TrustZone Mobile Payments platform?
We need this pin code screen to show up full screen, and there needs to be some kind of light diode indicator confirming that you are in 100% secure mode. That kind of pin code screen needs to come up to confirm every login, every payment, every money transfer. If they can do that in the way ARM is suggesting with TrustZone, this should make of this system a fully secured way to replace wallets, ID, Passports, tickets, coupons and more.
I want to login to my Google Account using my phone's pin code security system. I want this system to replace all login username/passwords on the web. This system needs to become the new interface for a new type of OpenID system. Google released in February an SMS based secure login service that they offer to all Google Account holders today. But SMS is not seamless, it's not really usable, the pin code screen needs to popup on your smartphone right there as you are trying to login, authenticate your access or to pay for something. That pin code authentication mechanism could perhaps be replaced by some kind of bio-metric authentication, or a kind of screen lock mechanism. Think of it like that calculator that you use for your security for your net banking, it needs to be the same integrated right into your phone.
Here's the 1-hour video of this Google Wallet announcement, embedded to start at time-code 22 minutes (you can rewind and watch the whole thing if you want) where Rob von Behren talks about the NXP PN65 based Secure Element solution, which sounds like this is true hardware based security!
- Google Wallet teams with Citi, MasterCard (go.theregister.com)
- Google Unveils Mobile Wallet Service (pcworld.com)
- Google Wallet coming soon to destroy your real wallet (geek.com)
- Google announces Google Wallet: Pay using your mobile phone (news.consumerreports.org)
- Google steps into mobile payments with Google Wallet, integrates with Google Offers (venturebeat.com)
He has said it before, but perhaps not as explicitly when talking about tablets, and it's always fun to see Eric Schmidt, Chairman of Google, explain Android's strategy vs Apple.
It's a classic contest in high-tech. In that contest, you have a very well run, very focused, closed competitor who builds a great product that does something that is very usefull. That would be Apple. You have another competitor who makes all the technology available to everybody else, and using various creativity and various partnerships gets the benefit over everyone else's creativity. Because there are more people involved in the open side of that, that side will eventually get more volume, have more investment, therefore have more creativity, more innovation, and ultimately the end user will choose the open one over the closed one.
Except right now, the open one, all these tablets that are Android based, let's be honest, they are not as good as the iPad and they are more expensive, which strikes me as unusual.
Which product will produce a lower cost product quicker? One manufacturer for a product or many manufacturers competing? The matter of fact is that we are just at the beginning of this fight. And the fight between two very well run, very large, very significant ecosystem companies, will ultimately produce great value for consumers because the fight between them will keep prices low, keep these systems honest and open and encourage the kinds of investments that people want to see. One of the greatest things about this contest is that people who win in this are the consumer.
There is pride in both approaches but they are completely different. In Apple's case, they can continue to build beautiful and excellent products. The ecosystem that Google represents will continue and already has more volume, more users and will have more investment in the platform. Ultimately that will produce cheaper, better and faster products for everybody.
Posted by Fareed Zakaria on CNN GPS
You got the tip from me from an anonymous source here since January (I have been speculating about it (2) (3) (4) for over a year), clues about it from ARM President Tudor Brown last year in November, and re-confirming rumors through Samsung in February, Google announced at Google I/O this week that Ice Cream Sandwich combines Android, Honeycomb and Google TV into one release (thus Google TV features on ARM), now it's being reported by PC World that Google TV product manager Rishi Chandra is confirming the ARM Powered Google TV platform like this:
for the price issue, Chandra said that Google has now qualified ARM chips to be used to run the Google TV software, instead of just the Intel Atom chips that currently power the Revue. Moore's Law–the inevitable increase in chip performance driven by increasing transistor density–will push the performance of the cost-optimized ARM chips up high enough to compete with Atom, while helping drive down the overall platform price, Chandra said.
I have thus far video-blogged over 60 ARM Powered Set-top-boxes from all the consumer electronics trade shows over the past 2 years, most are running Android, all of which could in theory run the Google TV software.
Of course, it is up to Google to decide what kind of hardware requirements they want to enfore for Google TV on ARM, if they want those to only feature the full suite of HDMI pass-through features, meaning HDMI input and output, Infrared blasters (to change the channel on your cable/satellite set-top-box), USB hosts, Bluetooth and more, then that would disqualify just about all of the ARM Powered set-top-boxes that I have filmed thus far. I wouldn't know how much more those hardware features require, and perhaps that requires an ARM Cortex-A9 at the minimum to run all the overlay user interface features and preferably 1080p at 60fps support at the minimum.
I think it is more likely and more logical that Google will decide to be as open as possible about Google TV on ARM, and thus support all the SoC that are currently being used and that will most likely be used. I think that means Google TV on ARM could work in "AppleTV/Roku mode", meaning no HDMI inputs, just the Google TV experience of bringing the Web and WebTV on the TV on this separate HDMI port to your HDTV. That is why I expect there to be two kinds of Google TV on ARM:
1. Basic Google TV on ARM, this is HDMI output only, Bluetooth or RF/USB keyboards with mouse pad accessory can be used. This solution could work on 100% of the ARM Powered Set-top-boxes that I have filmed. And I believe this will be included turning every Android Smartphone/Tablet with Ice Cream Sandwich and every Tablet with Honeycomb 3.1 into a Google TV "for free". See the Google Android Team's response to my question submitted on the possibility of turning all Android devices into free Google TV devices when HDMI is used:
2. The Full ARM Powered Google TV experience, including HDMI pass-through, IR blaster, USB hosts, Ethernet, etc.. Since Chris DiBona answers to my question above "There's all this other stuff that goes into a Google TV that isn't in a phone", well then, the Full ARM Powered Google TV will be that type that does it all. But that should not prevent an Android device with a basic HDMI output and not much else to still display many if not most of the Google TV UI features right there on the HDTV.
3. There is also a third scenario that I am envisioning, Google might use their Android Hardware division to plan out a new type of Multimedia TV Docking system for Android, using nothing more than HDMI, USB slave/host and evt MHL (that combines both into one Micro-USB connector). Basically the idea here is a cheap TV Dock that should work with most if not all Android Smartphones that have HDMI, USB (or MHL) to turn those into full Google TV, thus using the USB slave/host to transmit the right infos back and forward and feature in that Dock the right HDMI input and output, IR blaster, USB host duplicators, Ethernet connector, charging and more. The idea is a new Google Open Accessory design that could sell for $49 to dock any Android Smartphone with HDMI/USB or MHL and thus turn those into full Google TV. A solution which could evt also turn any ARM Powered Set-top-box into a full Google TV box also with adding the HDMI in/out, IR and more to those. Maybe it could be called the Google TV adapter, converter or extender.
Here's the 56 minute session on some of the Google TV Honeycomb 3.1 upgrades and development tools at Google I/O:
- 3 things Google TV needs from Google I/O in 4 days (armdevices.net)
- What to expect from Google I/O May 10-11th (armdevices.net)
- Impressions from the Google I/O Android Keynote, Day 1 (armdevices.net)
- ARM Powered Google TV by Samsung rumored by Bloomberg (armdevices.net)
- What's Google TV's Key Selling Point? (slashgear.com)
- You: What the New Google TV with Honeycomb Looks Like [Google] (gizmodo.com)
My take on it is that the Chromebook is the first serious challenger to Windows/Mac in terms of being installed in a mass market retail product. It's the first ever mass market Linux laptop (after the One Laptop Per Child non-profit reaching 2.5 million children with Linux Laptops in the developping world since 2007). It's the first ever mass market ARM Powered laptop. It can be configured to be the cheapest laptop to make, the safest, the fastest, the thinnest, the lightest and the easiest to use. Chromebook may be the first successful carrier subscription based laptop.
For Chromebook to sell more than Windows, here's what I think Chromebook needs to be:
- $199 or less in an ARM Powered configuration
- Use Pixel Qi with ARM and you've got 30 hours battery runtime in a sub-1kg 11.6" or 12.1" super slim form factor
- They should subsidize these in partnership with the carriers to do a subscription model for normal consumers like this:
1. Sell it for $99 or less on a 2-year contract with $10/month/100mb or $20/month/1GB 3G/LTE data plan
2. Bandwidth upgrades should be max $10/GB, $20/5GB, $30/10GB on-demand one-click
3. They can use carrier billing (thus carrier revenue share) for bandwidth upgrades, for cloud media subscriptions, on-demand, Chrome Web Store web apps and for all Google Checkout based online shopping
4. Provide an optional hardware upgrade once a year with contract extension. Used devices can be resold refurbished.
5. Provide 100GB or more cloud storage and full Google Apps for consumers with the subscription, offer guarantee of available of advanced web apps such as HD video editing (with many or most of the features of Avid/Finalcut), photo editor. And all these web apps must feel near instant to load and work offline, a web app should only need to get reloaded if it detects that there is a new version available. Gmail should load instantly for example.
6. Obviously, Google Voice and Google Music needs to be worldwide. They should also expand with a Google Video cloud storage. Basically they can allow people to upload 20'000 songs and 1'000 movies for free, the reason being, Google only needs to store one copy of each song or movie, and if the upload client (also on Chrome OS) detects that the file you want to upload already exists on Google's servers in equal or better quality, it should instantly beam it to your account without actually requiring you to upload anything. Google should not care to try to filter out any "illegal" Mp3, Flac, DivX, MKV files. Eventually they can introduce unlimited music/movies subscription plans like Spotify/Netflix but they should aim at being able to include access to everything in those unlimited subscriptions, this might only be achievable through Government regulation of online content subscriptions.
If Google can deliver on those things and quickly, which is what I expect them to be able to do, then I think it's obvious Chromebook could become the number 1 PC/Laptop OS as quickly as they became number 1 OS in smartphones since the Nexus One was released.
Can we expect to see some ARM Powered Chromebooks (or Chromiumbooks) at Computex in Taiwan at the end of May from all the Taiwanese notebook designers (Inventec, Pegatron, Wistron, Foxconn, Shuttle, Gigabyte etc..) who design upwards 90% of worldwide notebooks?
- ARM Powered Chromebooks to be released soon (armdevices.net)
- Google 'Chromebook' focuses on enterprise push - Computerworld (news.google.com)
- Google aims at Microsoft with Chromebooks (ft.com)