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Parties to work together to accelerate virtualized BBUs based on General-Purpose Processors

SAN JOSE, CA December 8th, 2016 - Today, Cavium, Inc. (NASDAQ: CAVM), a leading provider of semiconductor products that enable intelligent processing for Enterprise, Telco, MSP and cloud data centers, announced an agreement with China Unicom to accelerate the design and development of Virtualized BBU and provide a path for 5G adoption. The collaboration will focus on commercializing vBBU systems using general purpose hardware based on Cavium’s ThunderX® workload optimized data server processors which are built on ARM architecture. In addition, Cavium has joined the China Unicom CORD Industry Alliance and will drive adoption of open source architecture and technologies in China together with China Unicom.

highly scalable arm virtualized solution
 China Unicom and Cavium will work together on new innovative fronthaul solutions, system architecture and vBBU performance and deployment. This collaboration allows Cavium to align with China Unicom’s commercial networks technology development and innovation, research feasibility of Next Generation Virtualized Wireless Access Network, perform lab and field testing, evaluate results, drive deployment of developed technologies into commercial network, carry out lab and field performance test and assessment, accelerate pilot and application of new technical innovations in real-world networks.

“We are very pleased to collaborate with China Unicom in this critical area. As network capacity continues to be stretched and the user demands continue to grow the industry is faced with significant challenges which cannot be solved by traditional means,” said Raj Singh General Manager of the Wireless Broadband Group at Cavium. “The use of advanced general purpose hardware such as Cavium’s ThunderX workload optimized data severs allows us to provide a highly scalable virtualized solution for these requirements.”

“Virtualized network based on general purpose hardware and open source technologies represents the overall direction for future network changes. China Unicom partners with Cavium, a leader in virtualized BBU technology field, to drive R&D of virtualization products based on general purpose processors, thus laying a solid foundation for building new generation of network infrastructure,” said Dr. Tang Xiongyan, CTO of Network Technology Research Institute, China Unicom. 
About Cavium
Cavium, Inc. (NASDAQ: CAVM), offers a broad portfolio of integrated, software compatible processors ranging in performance from 1Gbps to 100Gbps that enable secure, intelligent functionality in Enterprise, Data Center, Broadband/Consumer, Mobile and Service Provider Equipment, highly programmable switches which scale to 3.2Tbps and Ethernet and Fibre Channel adapters up to 100Gbps. Cavium processors are supported by ecosystem partners that provide operating systems, tools and application support, hardware reference designs and other products. Cavium is headquartered in San Jose, CA with design centers in California, Massachusetts, India, China and Taiwan. For more information, please visit: http://www.cavium.com.

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Microsoft has announced a partnership with Qualcomm to bring Windows 10 - real Windows 10, not the aborted cut-down version formerly known as Windows RT - to the company's ARM processors.

Microsoft's previous attempts at playing with non-x86/AMD64 platforms have not exactly set the world aflame. The company has long offered an embedded Windows release which supports ARM and other non-x86/AMD64 architectures, and recently made that available to a wider audience under the moniker Windows 10 IoT Core. Although Windows 10 IoT Core does indeed run on ARM-based devices, in particular the popular Raspberry Pi single-board computer, it's not Windows as most users would know it; instead it's a cut-down operating system designed to run a single application at a time, and built with the intention of winning over embedded developers from Linux and other non-Windows kernels to the Windows ecosystem.

Qualcomm, Microsoft announce Windows 10 on ARM
The closest Microsoft has ever come to a true release of a consumer-centric Windows version on ARM was Windows RT, launched alongside Windows 8 on Microsoft's Surface family of tablets. While one or two hardware partners licensed Windows RT, it was soon abandoned by both third parties and Microsoft itself: Microsoft confirmed in 2015 that Windows RT would not be updated to a Windows 10-based version, and sank the final nail into its coffin a few months later by leaving Windows RT out of its so-called 'Universal' Windows Platform.

Now, though, Microsoft is having another crack of the whip, and it's convinced Qualcomm to come along for the ride. Devices built around Qualcomm's latest Snapdragon processors will, the companies have jointly announced, be able to run Windows 10 - and this time it's truly the same release of Windows you'd find on an x86/AMD64 device. Not only will it run Windows 10, mind you, but also Windows 10's considerable ecosystem of applications - including those compiled exclusively for Win32 under the x86 architecture and the Universal Windows Platform.

'To deliver on our customers' growing needs to create on the go, we announced today that Windows 10 is coming to ARM through our partnership with Qualcomm,' explained Microsoft's Terry Myerson in a blog post late last night. 'For the first time ever, our customers will be able to experience the Windows they know with all the apps, peripherals, and enterprise capabilities they require, on a truly mobile, power efficient, always-connected cellular PC.'

Technical details of how the system will work have not yet been released, but the secret lies in emulation: a translation engine will take the x86/AMD64 instructions from the operating system and the software it's hosting and translate them into ARM instructions for the host processor. It's a tried-and-tested approach which gave machines like the Acorn Archimedes and Commodore Amiga basic x86 support in the 1980s and 1990s, though one which typically comes with a considerable performance hit - something for which Qualcomm's latest chips, it is to be hoped, can compensate.

A video demonstrating Windows 10 and Adobe Photoshop running on an ARM-based device is reproduced below, with Qualcomm and Microsoft promising to launch the first units some time next year.

BARCELONA, SPAIN – Oct. 25, 2016 –Cavium, Inc. (NASDAQ: CAVM), a leading provider of semiconductor products that enable intelligent processing for enterprise, data center, cloud, wired and wireless networking, will showcase highly optimized platforms enabling OpenStack® deployments based on Cavium’s award-winning ThunderX®, LiquidIO® and FastLinQ™ Ethernet adapter product lines during OpenStack Summit being held in Barcelona Spain October 25 - 28.

Highly Optimized Platforms for OpenStack Deployments

OpenStack is the most widely deployed open source software for building clouds. Enterprises use OpenStack to support rapid deployment of new products, reduce costs and improve internal systems. Service providers use OpenStack to give customers reliable, easily accessible cloud infrastructure resources, supporting technologies including VMs, bare metal and containers.

Cavium's ThunderX ARMv8 based workload optimized processor integrates key capabilities that are critical for the most demanding Public and Private Cloud workloads. The OpenStack cloud infrastructure enables end users to fully utilize ThunderX features for critical workloads such as cloud storage with CEPH, Apache Hadoop for Big Data Analytics, distributed data bases such as MySQL and Cassandra and secure web serving with NGINX. ThunderX is also optimized for networking specific workloads such as Network Functions Virtualization (NFV) and Load-Balancing for Telco applications.

Cavium's LiquidIO II Intelligent Server adapters fully support and seamlessly integrate OpenStack software value-add functionality for application acceleration, network configuration and provisioning, security, and isolation in multi-tenant compute clusters. LiquidIO Open Virtual Switch (OVS) offload enables various Network Function Virtualization (NFV) and security features as a workload specific Virtual Network Function (VNF) or as a Service Function Chain (SFC) with seamless configuration and provisioning using OpenStack platform.

Cavium QLogic FastLinQ 45000 Series comprise the next generation of Ethernet adapters with the capability to support 10/25/40/50/100GbE while delivering a broad set of protocols, features, speeds and capabilities, including Universal RDMA, and stateless offloads for server and network virtualization. FastLinQ Ethernet Adapters are integrated with common OpenStack deployment and orchestration frameworks like Mirantis FUEL which enables OpenStack cloud deployments and operations to be simplified and accelerated.

Cavium will showcase the following ThunderX, LiquidIO and FastLinQ product lines in booth B36:
  • ThunderX: 64–bit ARMv8 based SoC family of workload optimized processors with a range of SKUs and form factors optimized for hyperscale data centers targeting cloud computing and NFV, which include volume compute, storage, secure compute and networking specific workloads.
    • Software Ecosystem partners supporting ThunderX including Canonical, Red Hat and SUSE
  • LiquidIO: 10/25/40GbE Intelligent Server and network appliance adapters accelerating network performance for SDN and NFV application by offloading Open vSwitch and standard Overlay tunnel protocols with OpenStack API services and plugins. Cloud data centers benefit with additional high performance security and storage offloads including IPsec protocol acceleration with the highest performance and low CPU utilization.
  • QLogic FastLinQ™ – 10/25/40/50/100GbE Ethernet adapters that accelerate the deployment of OpenStack by delivering the ability to orchestrate and manage an OpenStack deployment with technologies like the Plug-in for Mirantis® Fuel for automatic SR-IOV configuration, QConvergeConsole (QCC) for OpenStack physical and logical topology maps and ability to deliver QoS for network functions.
To schedule a meeting with Cavium during OpenStack Summit, please contact your local sales account manager or Lilly Ly (lly@cavium.com).

About Cavium 
Cavium, Inc. (NASDAQ: CAVM), is a leading provider of highly integrated semiconductor products that enable intelligent processing in enterprise, data center, cloud and wired and wireless service provider applications. Cavium offers a broad portfolio of integrated, software-compatible products ranging in performance from 100 Mbps to 100 Gbps that enable secure and intelligent functionality for compute, network connectivity, storage and wireless applications. Cavium's processors are supported by ecosystem partners that provide operating systems, tool support, reference designs and other services. Cavium's principal office is in San Jose, CA with design team locations in California, Massachusetts, India and China. For more information, please visit : http://www.cavium.com



At the World Robot Conference 2016, which ran from Friday to Tuesday in a southern suburb of Beijing, some companies complained that the event is unlikely to help them due to the overheated market. Manufacturers looking to automate have had a hard time finding workers to operate their robots, and the industry is still struggling with how to better integrate operation systems. The frenzy in China's robotics market is cooling, and people are raising more practical questions about how to best implement robotics in manufacturing.

ARM World Robot Conference 2016
 Beijing-based Yaskawa Shougang Robot Co showcases its industrial robots at the World Robot Conference 2016 in Beijing. Photo: Chen Qingqing/GT


On a chilly Friday afternoon, dozens of attendees at the World Robot Conference 2016 in suburban Beijing gathered around an industrial robotic arm demonstrating its delicate grip and wide range of motion.

The six-axis robotic arm can be used in a wide range of applications such as assembly, dispensing, materials handling and packaging.

"I am not surprised by the progress these exhibitors have made in automation. I know many Chinese factories are equipped with industrial robots to increase efficiency," an attendee surnamed Zhang told the Global Times on Friday at the conference, which ended on Tuesday.

China has been considered a growth market for industrial robots over the last few years, Vitaly Nedelskiy, president of the Russian Association of Robotics, said at the conference on Friday.

China's supply of industrial robots grew by a robust 17 percent in 2015, Nedelskiy noted. Companies installed 68,000 robots last year, though the ratio of robots to workers remains far below the global average.

Globally, the average ratio of robots to workers, known in the industry as robot density, stood at 69 installed robots for every 10,000 employees in 2015, according to the International Federation of Robotics (IFR).

By comparison, China's average robot density is about 49 robots per 10,000 workers, Nedelskiy noted.

Under its "Made in China 2025" or China's "Industry 4.0," the Chinese government has set a target for China to have 150 robots per 10,000 workers by 2020.

To achieve the goal, the country's industrial enterprises would have to add 600,000 to 650,000 industrial robots by the end of the decade, according to the IFR.

Because the government is encouraging Chinese manufacturers to install more automated machinery and robots to boost efficiency, about 3,400 companies around the country are now engaged in the robotics business, domestic industry news site robot.ofweek.com reported in May.

However, the development of China's robotics industry has been uneven and the market has grown overheated, leaving major challenges that need to be addressed, industry experts said during the conference.

Men and machines
Despite the rapid growth of China's robotics industry, which had about 20 percent of the domestic market share in 2015, the country lacks workers trained to run the machines, said Qu Daokui, president of Shenyang SIASUN Robot & Automation Co. The lack of workers is one of the major issues many Chinese factories are facing today.

With the government so clearly behind the robotics industry, factories have jumped to acquire automated machinery. The city of Dongguan, South China's Guangdong Province, often referred to as "the world's factory," has adopted a strategy called "Robotics-powered Smart Manufacturing" to improve the productivity of local manufacturers.

There are nearly 200 robot manufacturers in Dongguan, according to a document the local government sent to the Global Times in February. So far, 400 factories have been equipped with a total of 10,000 robots.

Although they have the robots, they still need people to operate them, said Qu, whose company acquired a German vocational training institution in February.

"More and more factories are asking us to teach them how to use [industrial robots], instead of just installing them, which illustrates how important it is to educate more skillful workers," Qu told the Global Times.

The lack of trained workers has weighed on some small and medium-sized enterprises (SMEs) in the Pearl River Delta, said an employee in charge of automation at an original equipment manufacturer in Dongguan, who spoke on the condition of anonymity. Dongguan is an industrial powerhouse in the Pearl River Delta region.

The situation also jeopardizes the government's goal of automating more of the city's manufacturing industry.

"It's hard to find sufficient skillful workers who can handle those machines, and some factories only use automated machines when local officials visit their production lines, and they go back to labor-intensive production after [the officials] leave," the employee told the Global Times on Sunday.

The factories benefit from the government subsidies they receive for rebranding themselves as an "automated business," but few local SMEs actually benefit from installing industrial robots, the employee said.

As it turns out, operating a robot is a multidisciplinary task involving the integration of software, hardware and core technologies, experts said.

A lot of people just think "I'll buy a robot and place it and connect it", but they end up with a lot of problems, said Oussama Khatib, director of robotics laboratory at Stanford University.

Technology and the future
For those who focus on research and development (R&D) in the robotics sector, more effort needs to be made to make the machine smarter by introducing more advanced technologies, but China has a long way to go, industry representatives said.

The rise of China's robotics industry has encouraged a growing number of companies to enter the field, but many of them don't bother with developing their own core technology and stick to manufacturing low-end products, said Gan Zhongxue, chief technology officer of the ENN Group.

"Some elements like the RV reducer and controller are still produced by foreign companies," he told the Global Times on Friday. An RV reducer, one of reduction gears, is used for transmission and the controller is used for controlling the machine.

Purchasing those components from overseas raises the manufacturing costs for Chinese robotics companies.

As far as technological trends are concerned, companies will be concentrating on the collaboration between humans and machines, simplified applications and light-weight robots, the IFR said in its World Robotics Report 2016.

And the demand for industrial robots will likewise be driven by a whole assortment of factors, such as the handling of new materials, energy efficiency, and better developed automation concepts, the report said.

For now, a large part of industrial robots are operating under digital control systems, but a more harmonized human-robot interaction requires greater flexibility and autonomous operation in unstructured environments, which is unlikely to be achieved for the moment, said Zuo Shiquan, head of the equipment industry institute at the CCID Institute affiliated with the Ministry of Industry and Information Technology.

"Although the application of robots in China has expanded in recent years, the next step ought to be to improve R&D, which will help keep us from falling behind our foreign competitors," he told the Global Times.



 By Chen Qingqing Source:Global Times Published: 2016/10/24 19:38:39





 
Nobody tell Linux, okay?
Intel's followed up on its acquisition of Altera by baking a microprocessor into a field-programmable gate array (FPGA).
The Stratix 10 family is part of the company's push beyond its stagnating PC-and-servers homeland into emerging markets like high-performance computing and software-defined networking.

Intel says the quad-core 64-bit ARM Cortex-A53 processor helps position the device for “high-end compute and data-intensive applications ranging from data centres, network infrastructure, cloud computing, and radar and imaging systems.”


Compared to the Stratix V, Altera's current generation before the Chipzilla slurp, Intel says the Stratix 10 has five times the density and twice the performance; 70 per cent lower power consumption at equivalent performance; 10 Tflops (single precision); and 1 TBps memory bandwidth.

The devices will be pitched at acceleration and high-performance networking kit.
The Stratix 10 “Hyperflex architecture” uses bypassable registers – yes, they're called “Hyper-Registers”, which are associated with individual routing segments in the chip, and are available at the inputs of “all functional blocks” like adaptive logic modules (ALMs), embedded memory blocks, and digital signal processing (DSP) blocks.

Designs can bypass individual Hyper-Registers, so design tools can automatically choose the best register location. Intel says this means “performance tuning does not require additional ALM resources … and does not require additional changes or added complexity to the design's place-and-route.”

The company reckons the design also cuts down on on-chip routing congestion.
There's more on the architecture in this white paper.

Oh, and it's got an on-chip ARM core. Did we mention that? ®

It looks like Intel (NSDQ:INTC) has finally realized the potential of ARM (NSDQ:ARMH) business prospects. The chipzilla entered into a licensing agreement with ARM last week, which allows it to manufacture ARM-based mobile SoCs for fabless chipmakers such as Qualcomm, Apple and Nvidia. The move would combine Intel’s industry-leading chip fabrication processes with ARM’s highly efficient mobile designs, and the joint synergies could potentially shake up the entire semiconductor industry. Let’s take a closer look to have a better understanding of it all.

ARM Technology

  • Intel recently struck a licensing agreement with ARM to manufacture its chips.
  • The Move could boost Intel's revenues significantly. 
  • It could also bring upon a cash crunch on Intel's competitors, that could ultimately slow down their rate of progression.

Welcoming ARM, with arms wide open

ARM Partnership


Let me start by saying that Intel has had the world’s most advanced chip fabrication technologies for several years now. It’s manufacturing lead was as long as 18 months, back in 2014 and the chipzilla is expected to still stay ahead of its peers (Taiwan Semiconductor, GlobalFoundries and Samsung) at least up till 2018. Intel’s competitors were thriving till date due to increasing business from ARM, but now that Intel has entered the scene with similar intentions, the bulk of this business would pretty much go to the chipzilla due to its manufacturing lead. After all, in the cut throat semiconductor industry, everyone would want their performance chips to be manufactured on the latest nodes.

2015 Rank
2014 Rank
Vendor
2015 Revenue
2015 Market Share (%)
2014 Revenue
2015-2014 Growth (%)
1
1
TSMC1
26,566
54.3
25,175
5.5
2
3
Globalfoundries2
4,673
9.6
4,400
6.2
3
2
UMC3
4,561
9.3
4,621
-1.3
4
4
Samsung Electronics4
2,607
5.3
2,412
8.1
5
5
SMIC
2,229
4.6
1,970
13.1
6
6
Powerchip Technology5
985
2
917
7.4
7
7
TowerJazz
961
2
828
16.1
8
10
Fujitsu Semiconductor
845
1.7
653
29.4
9
8
Vanguard International
736
1.5
790
-6.9
10
9
Shanghai Huahong Grace Semiconductor
651
1.3
665
-2
Top 10 for 2015
44,814
91.7
42,431
5.6
Others
4,077
8.3
4,281
-7
Total Market
48,891
100
46,812
4.4
 

·         - The global semiconductor foundry business is estimated to be around $48.8 billion in size. If Intel manages to slice up even 10% of this market, which shouldn’t be that hard since it currently has the world’s most-advanced chip fabrication technologies, its incremental revenues could be to the tune of $4.8 billion. That’s a significant bump in its top-line, representing an increase of about 8.7% over its FY15 revenue. So its needless to say that Intel would be opening a big revenue stream with this move. Intel can later use this additional cash flow to fund its race to global 5G domination.
·        -  More to the point, the semiconductor industry requires billions of spending each year, earmarked towards improving manufacturing technologies. If Intel manages to take away a sizable market share from Taiwan Semiconductor and GlobalFoundries, then the their constrained cash flows could hamper their R&D and capex spending, and ultimately result in their growth slowdown. So the move to manufacture ARM chips not only serves as an incremental revenue driver for Intel, but also limits the growth of its foundry competitors. Talk about taking down two targets with one blow.
·         - Also, once Intel starts manufacturing ARM-based chips, its factory utilization rate and production volumes would increase. This should allow the chipmaker to attain better economies of scale, improve its manufacturing efficiency and at the end of the day, it would become easier for Intel to keep its fabs busy with the onset of this deal. Its foundry operations for ARM-based chipmakers would act as a hedge against the slowing down PC  sales. These benefits should translate into better gross margins.
·         - And lastly, the move allows Intel to capitalize on the mobile opportunity, while it still can. The chipzilla won’t have to design its own Atom chips for mobile devices anymore in order to tap the smartphone/tablet segment. So Intel would now be able to cater to the mobile market, without having to invest billions in contra revenue or mobile-related R&D spending. I believe that this is a low-risk, high-reward opportunity for Intel and its shareholders.

Tempering excitement

Just like any other business move, this one brings its own set of challenges and limitations as well.
·        -  First of all, Intel won’t be a chipmaker like Qualcomm, Apple or Nvidia. It will just be a foundry catering to other fabless firms. This pretty much means that Intel’s revenue would be limited to its production volume, regardless of how profitable or popular those chips become. So its revenue stream could end up being as volatile and seasonal as Micron’s.
·         - Secondly, if Intel continues in this direction, it might also end up opening its foundry business to ARM-based server chipmakers such as Cavium, AMD and Qualcomm. This may prove to be a death knell for Intel’s highly profitable x86 server business. It could fuel the growth of ARM servers and there’s a solid chance that they’d end up cannibalizing Intel’s Xeon sales. So Intel must not head in this direction.
·         - More to the point, Intel’s excess fabs aren’t running 10nm processes. Manufacturing 10nm chips on large scale volume by 2018 would require a lot of retooling on Intel’s part. This would most certainly bump up chipzilla’s capital expenditures over the next few years, without providing any sort of guarantee that fabless chipmakers would pick Intel for their manufacturing needs.

Putting it all together

Intel finally realized that other foundries are its competitors as well. If the chipzilla succeeds in taking business away from them, it would bring upon a cash crunch and ultimately slow down the rate of progress of competition. So the move not only stands to boost Intel’s revenues, but can also potentially impede the growth of its competition. I see this as an excellent business move forward for Intel and its shareholders.
   
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