Category: Favorite companies

Eric Schmidt at Mobile World Congress 2012

Posted by – February 29, 2012

I didn’t actually interview him. But here’s the official 1-hour keynote video. I think Eric Schmidt takes the role of kind of being the President of the Internet. He talks for connecting the next 5 billion people to the Internet through $20 ARM Powered devices as soon as possible. He talks about lowering the price of Internet access in developing countries. He talks about the amazing time in technology that is now.

ARM TrustZone at Mobile World Congress 2012

Posted by – February 28, 2012

ARM is showing the latest implementations of ARM TrustZone. This can be the secure and easy way to authenticate logins, payments, money transfers on the Internet.

Google Booth at MWC 2012, Archos, Tablets and Phones on Display

Posted by – February 28, 2012

Here are some of the phones and tablets rotating at the back of the Google Booth at Mobile World Congress 2012, between the free smoothies and the slide.

Archos sells more tablets than Asus and Acer, has Europe’s number one sub-400€ tablet market share

Posted by – February 16, 2012

Archos worldwide revenues increased 106% in 2011 compared to 2010. For the tablet sales in Europe, Archos is the second biggest tablet maker tied to Samsung. For the sub-400€ tablet market in Europe, Archos is the number one. Archos yearly tablet sales in Asia has exploded 464% going from 4,4M€ to 24,9M€ in revenue.

Think about it for a second. Archos is a 250-employee company based in Paris, and they are the European leader for the sub-400€ tablet market, they are virtually tied with the Samsung tablet sales in Europe and they are far in front of giants like Asus, Acer, Motorola, Toshiba, LG, Huawei, ZTE, HTC tablet sales in Europe.

Archos revenue from US sales “only” increased 57% year/year from 18,2M to 28,6M, my theory is because Archos has to prioritize where to spend their cash for production and distribution. Just as the Samsung Galaxy S2, Galaxy Note were released in Europe and Asia before the USA, Archos also has to choose to prioritize shipments to the European and Asian market, some markets also where Archos may be able to extract larger margins and satisfy resellers more evenly (a US reseller constantly having to be out of stock gets angry..). Over the past 3-4 months, monitoring the forums at http://forum.archosfans.com one can see hundreds of messages of American consumers being somewhat dissapointed not being able to buy the latest Archos G9 series of tablets, and due to Texas Instruments OMAP4460 1.5Ghz Processor being delayed, Archos can only really start shipping that promised 1.5Ghz tablet speed since recently. Also to consider, Archos has yet to annonce a 3G/4G/LTE USB Stick carrier for the US market, as the US market isn’t compatible with the rest of the worlds open unlocked 3G/HSPA+ SIM card USB stick system (I do believe some carrier, at least an MVNO should soon be allowing Archos provide a USB stick compatible with their network).

Consider this, Archos is a 250-employee company, with currently their record yearly revenue at 171,4 Million Euros ($224.669 Million). Apple has 60400 employees and a 2011 revenue of $108.249 billion. That means Archos makes 481 times less revenue than Apple. Yet, Archos manages to be second largest tablet seller in Europe behind Apple and tied with Samsung.

My theory is that if/when a company like Archos can get access to more cash, they can increase the mass production of their products and I think Archos has no problems selling out of all of their inventory, pretty much regardless of the worldwide region. The likely upcoming Socialist French President Francois Hollande (likely to be elected April 2012 instead of Nicolas Sarkozy) can make it a National priority to use State cash to invest in promising high-tech companies like Archos, France can heavily and rapidly invest in Archos to help Archos grab even more worldwide market share in a tablet market analysts predict to more than double again in 2012 compared to 2011. More investments can create a situation where Archos can expand R&D and Marketing/Sales efforts in Paris, thus upgrading firmwares even faster, developing new hardware skews faster, optimizing manufacturing and BOM techniques faster, something Archos can use to increase the value for money even faster making it even easier to sell all stock regardless of volume produced. With significantly more cash for more production, faster R&D, I believe Archos can grow and be the French high-tech company to seriously compete with Apple worldwide.

The Android tablet market has exploded in 2011. I believe the daily Android tablets activations worldwide has now overtaken the iPad2. The regular stack of analysts will only demonstrate that when they estimate Q1 2012 tablet sales in early April. I base my estimation on the fact most major latest Android tablets were released not before December 2011 (Archos G9, Kindle Fire, Nook Tablet, Motorola XyBoard, Samsung Galaxy Tab 7.0, Samsung Galaxy Tab 7.7, etc), thus counting since December 2011 (and not October 2011 as the latest analysts have) positions Android tablets even more favorably against the iPad2. If you count the Samsung Galaxy Note as a tablet (which most analysts aren’t), it’s even more obvious that Android tablets daily activations have overtaken the iPad.

With excellent value for money in Archos ICS-capable tablets, such as the $279 Archos 101 G9 Turbo 1.5Ghz, the $229 Arnova 9 G2, the $199 Archos 70b Internet Tablet and the $149 Arnova 7b G2, all of them imminently fully running Ice Cream Sandwich, (all those are MSRP prices, street prices can be 20-30% lower than MSRP with volume) I believe Archos is well positioned to continue their growth in tablet market share. It’d be awesome to see Archos find the time to also provide an OMAP4460 1.5Ghz 7″ Kindle Fire killer (at around $249) and a 5″ Galaxy Note killer (at around $199) tablet with USB 3G/4G/LTE stick support as my favorite tablet sizes are 7″ jacket pocket sized and 5″ pants pocket sized.

Revenue for the fourth quarter 2011

In M€ non audited Q4
2011
Q4
2010
Var
(M€)
Var
(%)
EUROPE 46,3 24,6 21,7 88%
ASIA 8,7 2,2 6,5 300%
USA 10,2 8,8 1,3 15%
TOTAL 65,2 35,6 29,6 83%

 

Total revenue for 2011

In M€ non audited 2011 2010 Var
(M€)
Var
(%)
EUROPE 117,9 60,7 57,2 94%
ASIA 24,9 4,4 20,5 464%
USA 28,6 18,2 10,4 57%
TOTAL 171,4 83,3 88,1 106%

 

Yearly revenue (Million €)

2009 : 57,9 ($76M)
2010 : 83,3 ($109.5M)
2011 : 171,4 ($224.7M)

Source: Archos Q4 2011 earnings press release on abcbourse.com, boursier.com, easybourse.com and investir.fr

Google Wallet should use ARM TrustZone for 100% security

Posted by – February 13, 2012

Google Wallet should rely on ARM TrustZone to make the pin code authentication system 100% secure. I filmed about ARM TrustZone a couple years ago. (I suggested this last May when Google Wallet was launched). The way ARM TrustZone works is to create a separate 100% trusted OS used just to enter the pin code on a hardware level separation, thus a little secure-mode light diode can light up when in it, the main purpose is to prevent software snoopers/fake logon screens etc. I expect something like this is enabled by the NXP PN65 security chip that Google has suggested using on the initial couple NFC-enabled phones on the market, but actually using ARM TrustZone is the best idea. I expect to see new ARM TrustZone enabled phones at Mobile World Congress in a couple weeks from now. Here’s a latest news item about ARM TrustZone for Mobile Wallets: ARM to add NFC mobile wallet support (NFCworld.com)

Google Entertainment System (GES)

Posted by – February 10, 2012

Can be as cheap as $49 or $99, run a full ARM Powered Google TV with advanced 3D video-gaming. For example using Mali-T604 graphics, the graphics are comparable to an xbox360. It basically plays all Android games on the TV. Use a Bluetooth or RF Keyboard/mouse and you’ve got a full Chrome Desktop on your HDTV. It also includes the Android@Home RF protocol for connecting all your home appliances to the web. USB host for hard drives, becomes a WiFi hotspot, may also dock a White Spaces modem/router later so you share your unused home bandwidth to your whole neighborhood. Google can brand as much hardware they want, and I think they should, they just also make that hardware and software open source and let any other hardware makers sell it also.

You can discuss this and share it on Google+: https://plus.google.com/106075758531242552855/posts/YSLEdSYj5aj

Source: my logic/speculation and the Wall Street Journal

Archos 101 G9 Turbo 1.5Ghz for $279 at Woot.com today

Posted by – February 9, 2012

It’s basically as powerful (or more powerful) than a Tegra3 tablet, but at nearly half the price. The normal MSRP price (for the 16GB 1.5Ghz version) is $399 so this is a good deal! It’ll support Ice Cream Sandwich through an official firmware update probably coming later this month. Support for US-compatible 3G/4G/LTE USB sticks is possibly also soon to be announced (depends just on US carriers or MVNO’s allowing Archos to use their networks I think).

Check it out at http://www.woot.com/

Found via: androidpolice.com

Chrome for Android now released

Posted by – February 7, 2012

This confirms my expectation for Ice Cream Sandwich, that Chrome OS and Google TV are being merged with Android. I’ve been talking about it since my October 5th ICS predictions and way before in May 2011, January 2011 and February 2010.

A full Chrome Browser in Android can be the key to see the huge market for ARM Powered Laptops explode.

Look forward to having a full ChromeOS-like Laptop experience on your ARM Powered Android Tablet as soon as you plug a Keyboard dock to it. Look forward to having a full Chromebox-like experience when you connect the HDMI output of your Smartphone to a PC monitor or HDTV and use a Bluetooth or USB Host Keyboard and mouse.

The main question is now to test the performance of the full Chrome browser on Android, I’d like to see its performance on the Galaxy Nexus that has the high memory bandwidth OMAP4460 1.2Ghz and 1.5Ghz processor. I’d like to see its performance on OMAP4470 1.8Ghz, and Tegra3 1.3Ghz. I think the Chrome browser performance on those Android devices can now be faster than on a Netbook.

Mary Lou Jepsen presents at Google X event: Reading images from your brain’s visual memory

Posted by – February 7, 2012

At the new Google X event project, http://www.wesolveforx.com/, Pixel Qi CEO and founder Mary Lou Jepsen presents the idea of recording images from the human brains memory. With a bit of investment in the right technologies to record higher resolution signals from human brains, it can soon be possible to record images from human memory. As far as I understand the presentation, you can soon wear some special glasses that have small sensors on your retina, or some sensors on your head, then just think of some images and those can get recorded with high detail and precision. Seeing an image and thinking about that image is the same thing, our brains record every image that we see for ever with great detail and it is soon be possible to read from our brains visual memory.

I was on The White House Google+ Hangout yesterday

Posted by – February 3, 2012

You can see my question on yesterday’s Hangout with The White House at 19 minutes and 36 seconds in followed by the answers of Steve Case, co-founder and former CEO of AOL and Aneesh Chopra, the first Chief Technology Officer of the United States. This was The White House’s second Google+ Hangout after the one 3 days before with President Barack Obama.

I think everyone in every company should have 20% time to work on their own ideas, and successful ideas can then get resources and funding required to create new startups (within or outside of the companies that can decide to fund those new ideas), create more and better jobs, give people time to create the big projects that can make the world a better place. Isn’t it time for 20% time to become bigger than just Google?