In press events on Tuesday, Intel launched Moorestown and gave journalists their full marketing package on the smartphone and tablet-focused platform.  The key highlight was ‘performance’ and one element I want to focus on is Web browsing.

In tests I’ve been doing with many devices over the last 6 months using the SunSpider javascript benchmark, the Atom CPU, running at 1.3Ghz, whips the A4 CPU into the ground with a >3X speed advantage. Moorestown, with its 1.5Ghz clock looks to improve that to a 4x speed advantage according to the slide below. That’s a huge win for web-based applications implemented in AJAX.

Of course, javascript is only a component of the total time needed to fetch and render the average web page so I decided to do a real world test.

To simulate how Moorestown would perform under web-browsing conditions I took the Intel Atom-based Viliv X70, a 7 inch tablet with a 1024×600 7 inch touchscreen running Windows XP Home, installed the latest Google Chrome, locked the CPU to 800Mhz and did some random web browsing tests. Remember that the Menlow platform used in the X70 is very close to the architecture used on Moorestown. The CPU are GPU are architecturally almost exactly the same. I side-by-sided it with an iPad which is, according to my tests with the Archos 5, X10 and HTC Desire (all running high-end ARM V7 architecture cores) the fastest ARM-based browser solution out there.

The video below shows that the browsing speed with the Viliv at 800Mhz is almost neck and neck. An 800Mhz Atom on a multi-tasking OS matches a 1Ghz A4 on a single-tasting OS. Ignore the UI and product, this is just a test of web page loading speed.

In the second part of the video I boosted the Atom CPU up to 1.3Ghz, the maximum on this platform, to simulate what would happen when a Moorestown smartphone ran at the highest clock-rate of 1.5Ghz. Remember the CPU and GPU architectures in Menlow and Moorestown are the same although Moorestown has a 200Mhz advantage here, can support faster memory and has a faster GPU clock.

The difference is very noticeable with the X70 rendering pages much more quickly, even with Flash enabled. Move to Firefox and disable flash and the difference is even bigger.

I see real-world advantages here. Faster, full Internet experience and a huge advantage for web-based applications and compressed or encoded content although it has to be said that in this high CPU-load scenario, battery drain on the Moorestown platform is likely to be slightly (although not considerably) more.

Remember, we’re ONLY comparing CPU platforms here and in this simulation, the Moorestown platform is showing great potential. It can deliver web pages, process script, decrypt HTTPS, GZIP and images much faster than the best ARM-based solution out there. It also adds multitasking and large memory support too. As a platform, if it delivers on the battery life claims, Moorestown is going to be a great, high-performance smartphone, tablet and even netbook option.

Recommended reading – Why social netbooks have a ‘lock-in’ opportunity. In this article I talk about key features of a smartbook. Many of these apply to a Moorestown/MeeGo-based product.

Recommended reading Anandtech on Moorestown. Detailed with good background research and knowledge.

I’m not one to let companies hide the real price of a device behind a subscription but at the moment I can’t find the full, unsubsidised price of the ARM/Android-based HP Compaq Airlife 100 that has just launched in Spain. Based on the two prices below and similar subsidy deals, the full price if the Airlife looks to be about 450 Euros. It sounds expensive for a smartbook doesn’t it but it’s not. A 3G-capable ‘smart’ book (I’m calling them ‘social netbooks’ to avoid the wrath of the company that sits about 30km from my office here in Germany) with GPS and a 12-hour battery life weighing 800gm do not exist in the market. This is unique and exciting. If I could order one today, I would. (Here’s why)

The full press release:

Telefonica has launched HP’s Compaq AirLife 100 netbook in Spain. The device features a 10.1-inch diagonal screen, a full keyboard, 16 GB solid state internal storage, SD card slot, Android operating system and customised touch interface. The netbook also features 3G access, Wi-Fi connectivity, VGA webcam, up to 12 hours of battery life in active use and up to 10 days of standby time, GPS capabilities, preinstalled NDrive navigation software with included regional maps with points of interest, and Qualcomm’s Snapdragon QSD8250 chipset platform. Telefonica will offer the Compaq AirLife 100 netbook at Movistar stores across Spain for EUR 230, in combination with Movistar’s Internet Maxi data plan with a monthly fee of EUR 49.
Customers can also acquire the HP netbook for EUR 300 along with Movistar’s Internet Plus data plan with a monthly fee of EUR 39.

I’m trying to get hold of availability info and of course, a review device and will update you when I have more information. In the meantime, see the specifications, gallery, videos and related links in the Airlife 100 information page.

Via Telecompaper

Last time we caught up with Bob Morris, Director of Mobile Computing at ARM, we spoke at length about consumer tablets and smartbooks, the software stack and what would attract a customer. I also asked him how significant the ‘smart’ device category was. At that time he said it was ‘extremely important.’ I’m guessing that after just 3 months, the category has even more weight within ARM to the point where it’s on the critical path.

In this interview, Bob talks to Stacey Higginbotham of GigaOM around the 7 inch Android-based prototype from Compal and poses the question, “What makes [tablets] hot and useful? inch Price-points are mentioned along with 1080p video, 3G and battery life over 10 hours. He also talk about ‘single pin number’ payments through another ARM technology that provides ‘ATM level security.’

I just can’t help thinking back to Origami when I see that tablet.

Source

Via

I just hacked this image up (apologies HP and Apple) as an easy way to illustrate how Windows on netbooks is at risk. Add either of the touch, UI, app store and always-on features and you’ve got something that Microsoft can’t currently compete with.

This scenario would immediately affect sales of Windows-netbooks where people are buying netbooks as second devices, gadgets or for family, friend and other social and casual (online or off) scenarios . For productivity scenarios, Windows still counts because the apps don’t exist on the common app-store ecosystems yet. I don’t have figures but in the U.S. and Europe I guess 30% of netbooks are bought as a second PC, a gadget or for the sofa/family/friend social (online and off) scenario. That’s a lot of lost Windows 7 license sales.

I talked about the 4 ‘lock-in’ opportunities (more than just ‘good’ opportunities’) for ‘Social Netbooks’ in this article. Google could make it happen by enabling Marketplace on Android A potential risk for Intel. Intel themselves could make it happen with products like Moorestown, MeeGo and AppUp  or a surprise player could enter the market.

My opinion is that  THIS WILL HAPPEN. Someone will add a touchable, dynamic, fun user interface, an app-store, location and always-on features to a netbook form factor leaving just the productive applications as the missing piece. Given the chance (i.e. an application store) developers will move quickly to fill those  gaps in software for productive uses making the smart device BETTER than the Windows-based, traditional netbook device. What that means for Microsoft is that a huge portion of the netbook market could be served by a  non-Windows OS solutions. Just think of the market positioning too. Isn’t it easier to market an ‘upgrade’ from a smartphone than a ‘downgrade’ from a laptop.

When does this happen? I’m expecting Google to announce a move into the ‘third screen’ space with Android very soon. Intel are ready with Moorestown and MeeGo in Q4 so the change starts to happen in 2011. I estimate that while netbook sales (of both sub-genres) will increase, the percentage of Microsoft netbooks will stay level or even drop. [Sidenote: Intel thinks that the non-windows sales will reduce in percentage by 2012.  I think they are underestimating the ‘smart’ device opportunity.]

Is Intel at risk? Yes. If Google, Android and ARM reach the flag before Intel and MeeGo, Intel start to lose market share in the netbook market but also remember, Android could run on Intel’s new Moorestown platform offering smartbook manufacturers a more powerful computing experience. Also note that if netbooks flip to non-Windows ‘smart’ devices it serves as a nice dividing line between laptops and netbooks for Intel, restoring the need for different netbook, CULV and laptop processing platforms and allowing them to make more and more powerful Atom CPUs without hurting the laptop segment.

I’m not the first to talk about this and it’s certainly not the first time I’ve thought about it myself but that image just makes it crystal clear for me. Netbooks will change dramatically. If Google doesn’t enable it, someone else will and in any case, Microsoft will suffer.

I just hacked this image up (apologies HP and Apple) as an easy way to illustrate how Windows on netbooks is at risk. Add either of the touch, UI, app store and always-on features and you’ve got something that Microsoft can’t currently compete with.

This scenario would immediately affect sales of Windows-netbooks where people are buying netbooks as second devices, gadgets or for family, friend and other social and casual (online or off) scenarios . For productivity scenarios, Windows still counts because the apps don’t exist on the common app-store ecosystems yet. I don’t have figures but in the U.S. and Europe I guess 30% of netbooks are bought as a second PC, a gadget or for the sofa/family/friend social (online and off) scenario. That’s a lot of lost Windows 7 license sales.

I talked about the 4 ‘lock-in’ opportunities (more than just ‘good’ opportunities’) for ‘Social Netbooks’ in this article. Google could make it happen by enabling Marketplace on Android – A potential risk for Intel. Intel themselves could make it happen with products like Moorestown, MeeGo and AppUp  or a surprise player could enter the market.

My opinion is that  THIS WILL HAPPEN. Someone will add a touchable, dynamic, fun user interface, an app-store, location and always-on features to a netbook form factor leaving just the productive applications as the missing piece. Given the chance (i.e. an application store) developers will move quickly to fill those  gaps in software for productive uses making the smart device BETTER than the Windows-based, traditional netbook device. What that means for Microsoft is that a huge portion of the netbook market could be served by a  non-Windows OS solutions. Just think of the market positioning too. Isn’t it easier to market an ‘upgrade’ from a smartphone than a ‘downgrade’ from a laptop.

When does this happen? I’m expecting Google to announce a move into the ‘third screen’ space with Android very soon. Intel are ready with Moorestown and MeeGo in Q4 so the change starts to happen in 2011. I estimate that while netbook sales (of both sub-genres) will increase, the percentage of Microsoft netbooks will stay level or even drop. [Sidenote: Intel thinks that the non-windows sales will reduce in percentage by 2012.  I think they are underestimating the ‘smart’ device opportunity.]

Is Intel at risk? Yes. If Google, Android and ARM reach the flag before Intel and MeeGo, Intel start to lose market share in the netbook market but also remember, Android could run on Intel’s new Moorestown platform offering smartbook manufacturers a more powerful computing experience. Also note that if netbooks flip to non-Windows ‘smart’ devices it serves as a nice dividing line between laptops and netbooks for Intel, restoring the need for different netbook, CULV and laptop processing platforms and allowing them to make more and more powerful Atom CPUs without hurting the laptop segment.

I’m not the first to talk about this and it’s certainly not the first time I’ve thought about it myself but that image just makes it crystal clear for me. Netbooks will change dramatically. If Google doesn’t enable it, someone else will and in any case, Microsoft will suffer.

Maybe I should have posted this article at Carrypad rather than UMPCPortal as it pertains to the progress that ARM-based devices have made in terms of browsing speed. Just two years ago I wouldn’t have given an ARM-based system a second look if I was thinking of doing an web-based work but now they are challenging low-end PC’s and enabling the sort of devices we cover here on Carrypad. So far, Intel haven’t quite reached down into this area of click consumer computing devices yet.

The question does remain though – What advantage would a 5″ or 7″ device bring over something like the Motorola Droid? Personally I want a 5″ device for an even better quality browsing experience, ebook reading, navigation, 1 meter video experience and a huge battery. It WILL be a second device but that’s fine by me be cause it means I don’t have to have a very expensive high-end smartphone as a 24/7 device.

Smartphones Break the 10-second Barrier. | UMPCPortal – Ultra Mobile Personal Computing.

I’ve had a theory about web-page loading speed for about three years now. When a web page takes more than 12 seconds to load, a user considers it a slow experience. Anything less than 10-12 seconds and everything is in the green zone. Smartphones are now entering the green zone.

The mobile Internet experience needs to be compatible and quick and if either one of those elements fails, then the customers Internet experience fails.

In my search for the full internet experience in my pocket I’ve spent hundreds of hours testing, analyzing, questioning, discussing and writing about the subject and I have a very clear picture of what is satisfying for the end user. In Sept 2007 I wrote about the extremely poor ARM-based internet experience. Really, it was embarrassing. The best phones of the day were taking nearly twice as long as the slowest of X86-based platforms with small screen sizes and low-quality rendering adding to the overall disappointment.

In October 2009, 2 years after my ARM-bashing article, the ecosystem had moved forward a long way and we saw what was probably the fastest ARM-based browsing experience ever. The Archos 5 was even beating low-end UMPCs. The iPhone 3GS was doing well too. Take another 5 months step into the future to the present day and you now have smartphones beating low-end Ultra-Mobile PCs. Pocketables, always reliable for a good set of browsing speed test results, shows us that there are at least three phones out there that are in the green zone now with the Nexus one and iPhone 3GS breaking the 10-second barrier. If JKK’s excitement about the Milestone and the Android 2.1 upgrade is anything to go by, we can expect the Droid/Milestone to be in that category too. The HTC desire will be joining the club in just a few weeks and following closely will be the Dell Mini 5 and Sprint EvO.

Just to re-cap, that’s pocketable, always-on, fast-internet devices with mobile-focused operating systems, mobile photo and video cams, high speed 3G, GPS, sensors, touchscreen, multi-GB’s of storage and access to thousands of apps costing under 400 Euros.

Related: The Full Internet Experience of 2010

Related: ARM’s lock-in opportunity

It’s not just the CPU.

You might think that ARM and their silicon partners are responsible for the advance but fortunately for Intel, that’s not quite true because in the last 2 years we’ve seen some amazing progress in browser software performance. Javascript processing speed, delayed script processing and other tricks and optimisations mean we’re also seeing improvements on desktop browsers too. I haven’t had time to do a complete set of tests but after disabling Flash on my desktop browsers I’m seeing something like 20-30% speed improvements over results of two years ago.

I’m not going to sit here and defend X86 though because its the ARM ecosystem that deserves the praise here. The fact is that the ARM ecosystem of hardware and software developers has moved forward quickly and shows no signs of stopping. In fact, as ARM tablets and always-on netbooks enter the market, that momentum could increase. With Moorestown and MeeGo on the horizon for X86 there’s a ray of hope for X86 but if that hardware/software platform isn’t good enough (most of us in the industry agree that it needs to move on another generation before it’s ‘ripe’ for smartphones) and the speed of development and investment doesn’t ramp-up quickly enough, Intel will never be able to catch up with the smartphone market.

We’ve had ARM-based mini-notebooks and tablets for years and in recent months we’ve even had the chance to test out some new, high-powered arrivals. The Netwalker, Wirelession 1060, TouchBook and many more. The potential has always been there to make a killer product but no-one has executed correctly yet. The Mobinnova Beam gets close but there’s a lot missing from the OS on that one.

The Dell Mini 5 and Apple iPad might change that and in the world of 4-10 inch ultra-mobile devices are likely to be the biggest sellers this segment has seen for at least the last 5 years. They combine some unique features over X86 devices that I discuss below. These niche-market devices may not see multi-million sales but there are still big opportunities.

Up at the 10 inch  netbook segment though there’s a well-established market for low-cost, portable, low-end internet-focused mini laptops. Netbooks have 40 million or more sales to-date and over 100 million sales predicted for 2013. Prices are low, battery life high, performance acceptable and even style is playing a role. Netbooks are just cool and very easy to justify. This is where ARM partners have a superb opportunity…in the Social Netbook.

ARM-partners aren’t in the netbook game yet but they do have a big chance if they use some unique weapons that Intel will have to think carefully about in their next-gen netbook platform. The ‘Social Netbook’ is a huge opportunity for ARM partners.

For the first time this week I finally saw an ARM-based netbook that executes well on what I think are the important unique and ‘lock-in’ features and the device slots neatly into a category of ‘social’ netbooks. Jolicloud beware because the Compaq Airlife 100 is good.

The 4 ARM-Centric Features of a Social Netbook.

1 – Point of sale

First of all we have the point-of-sale element. Selling applications, books, videos, music and other online services adds value to the customer and  value to the sales-chain which, in turn, can bring the price of a product down. Android, iPhone OS and other ARM-centric operating systems have proven that the model works and is important for the future. Windows-based netbooks aren’t POS devices. Intel and Nokia are working on this via their Intel Atom Developer Program and app-store framework but it’s in it’s infancy and needs a lot of marketing, development and commitment from OEMs before it becomes interesting for developers and customers. Point-of-sale is a lock-in feature.

2 – Location Based Services and Social Networking

LBS is becoming very big business and customers are starting to catch on to the idea of local search, local social networking and other location-based services. There ARE solutions for Windows-based netbooks but they are few and far between. Take Google Buzz for instance. The only way you can use the location aspect of this service is to use it on an ARM-based smartphone. Windows just doesn’t lend itself to these services and despite efforts to include ‘sensor’ support in Windows 7, developers are just not developing with this in mind. All the action for LBS is exclusively on ARM-based platforms using operating systems built with this in mind. Intel and Nokia do have a solution in MeeGo but like the Intel Atom Developer Program, it’s a long way away from developers minds right now. LBS is a lock-in feature.

As for social networking, although the majority of it still happens on the desktop, the growth in mobile social networking is phenomenal and combined with LBS is something that an Intel/Windows netbook just can not do right now.

3 – Dynamic User Interfaces.

What’s more interesting? A static workbench or a tailored ‘active’ screen with dynamic wallpaper, active widgets, finger-attractions, location awareness and a neat integration and interleaving of notifications from device and external services? Despite Windows 7 being capable of all these things, it’s not delivering a dynamic, exciting, social-centric experience. How many usable finger-centric overlay packages did you see for Windows 7?  What platform are developers looking at when they want to make a dynamic, mobile friendly UI?  The answer is simple. Most of the work is going into ARM-focused operating systems right now and you only have to look to peoples reaction to ‘Sense’, the UI layer from HTC to see what a difference it makes. Funnily enough, Windows Phone 7 Series won’t be offering tailored overlay layers either so in terms of dynamic, evolving mobile user interfaces, Android is in the best position possible. Again, MeeGo is tackling that issue but again, it’s a long way away from developers minds right now. Dynamic user interfaces are a lock-in feature.

4 – Always on.

I’ve left the best until last. Always-on is a killer lock-in feature and the primary trojan horse for ARM-based products. Always-on is not about in-use battery life, it’s about staying connected and active when you don’t use the device. It’s the smartphone usage model and it’s the reason that many of us, despite having laptops with us, will choose to browse the web or do an email on a smartphone rather than on a mobile computer. We’re simply lazy.

I first experienced this always-on computing model with a productive device back in 2008 with the WiBrain i1 which was able to achieve a nearly all-day connected usage scenario but it got hot, was a little temperamental and was hardly the most attractive design. Since then we’ve started to see netbooks achieving a regular 8-hour connected battery life and we’re moving to the point where that is going up to 10 hours with designs based around Pinetrail and Menlow but they are all 1.2KG or more, all have huge 6-cell (expensive) batteries and all use an operating system and platform that aren’t designed for the out-of-use scenario. With the current mobile operating systems you get always-on in a much more efficient manner (expect connected active-standby times in days on an ARM netbook) and the OS is designed for that usage model too. From core OS functions to notifiers and the ability to light lamps and buzz buzzers when necessary even based on location. Users understand these OS’ as ‘always-active’ whereas with Windows 7, users are associating a desktop usage model and power-down after use.

Always-on usage is one of the best advantages ARM-partners have in this space and the primary lock-in feature for ARM-based netbooks.

And…

Also worth thinking about are casual gaming, in-use battery life advantages, weight, design flexibility (smaller, fanless designs) carrier channels and subsidization models.