Everything and the Mobile Software Universe…

[From three hardware related Nokia PR, blogger Thomas Menguy shows how those announcements fits within the new Nokia strategy]

MWC is the PR moment, and here are three from Nokia  showing how the game is changing in Finland.

Nokia selects Broadcom as a next generation 3G chipset supplier.

“Today’s announcement with Broadcom is a further example of Nokia’s commitment to our diversified, multi-supplier chipset strategy,” said Kai Oistamo, Executive Vice President, Devices, Nokia. “This agreement, which targets low cost, high volume markets, demonstrates that we view Broadcom as a reliable supplier to bring the benefits of 3G to Nokia customers around the world.”

Nokia selects Broadcom as a next generation 3G chipset supplier

Nokia and ST-Ericsson announced they are co-operating to provide the Symbian Foundation with a reference platform based on ST-Ericsson’s U8500 single chip

ST-Ericsson, Nokia’s reference platform for Symbian Foundation

Nokia and Qualcomm Incorporated (Nasdaq: QCOM) today announced that the two companies are planning to work together to develop advanced UMTS mobile devices, initially for North America. The companies intend for the devices to be based on S60 software on Symbian OS, the world’s most used software for smartphones, and leverage Qualcomm’s advanced Mobile Station Modem(TM) (MSM(TM)) MSM7xxx-series and MSM8xxx-series chipsets

Nokia and Qualcomm plan to develop advanced mobile devices

What does this mean?

For years Nokia was relying on Texas Instrument to produce its custom 2G/2.5G/3G chipsets. Nokia was designing the core chipset and letting Texas Instrument finishing the integration and physically producing the chips: Nokia was mastering the whole hardware IP of its phones, and was not relying on generic chipsets for the vast majority of its production, with all the margins it implies .

Feeling the wind of change: from one supplier, Nokia is transitioning to three, it has licensed its 3G hardware IP to ST (and presumably to Broadcom, rumors mentioned Infineon also), and will use some “generic” chipsets.

Texas Instrument has really missed the ball here, by stopping 3G investment (well they have made some, but failed delivering), and being mostly ruled by business guys with no technical vision of where the market were going: How a company with 70% of the billion units chipset market may leave it completely in such a short amount of time? Nokia diversification is part of the equation, for sure.

Nokia really seems to shift its focus: relaxing their efforts on the chipset front, they won’t simply try to cut internal cost, they will invest, and my guess (as everyone else ) is of course on Ovi, services, etc.

PR after PR, announcements after announcement, PR after PR, product after product, Nokia is showing how serious it is about reinventing itself again. It won’t happen overnight, but it is coming, and it may be a game changer!

Ouf, we can communicate ! I’ve been deeply involved in this project (well leading it till the end of last year ), and I’m really happy (and proud) to cut and paste the press release here (see below).

What we have done: we’ve delivered and integrated our telephony expertise and assets with Intel on the Moblin Platform. The same code that is implementing the telephony stuffs in all the other Open-Plug products (in production) …is now running the Intel Moblin OS phone capabilities : Call, Video Call, SMS,MMS, SAT…and a lot of  other GSM acronyms along with a great modem abstraction technology.

Open-Plug announces telephony capabilities for Intel

“Moorestown”-based Mobile Internet Devices

Barcelona, Spain – Mobile World Congress, February 16th 2009 – Open-Plug, the specialist in software development environments for portable devices, today announced that it is working with Intel to integrate its ELIPS Linux Telephony Stack to the Moblin Linux software stack for Mobile Internet Devices (MIDs) based on Intel’s next generation “Moorestown” platform.

Open-Plug 2G & 3G Telephony Stack targets the growing number of telephony-enabled devices. It has been shipped in millions of devices designed by leading handset makers and has been distributed by some of the largest carriers worldwide. With its support of Mobile Internet Devices, Open-Plug is now bringing its advanced cellular telephony and messaging features to this new class of devices that enable users to bring the full Internet experience on-the-go.

The Moorestown platform is Intel’s next generation MID platform designed to extend into Communication MIDs, which are expected to compete in the smart phone market segment with superior Internet based usages while also supporting cellular voice as a critical feature.

"We are very proud to be working with Intel and bringing our telephony capabilities to next generation MIDs,” said Eric Baissus, CEO of Open-Plug. "This cooperation will allow us to play an important role in supporting the growth of the MID market segment in which we strongly believe”.

Mobile Internet Devices are making it possible for consumers to carry the rich Internet-based experiences they are used to on a PC. MIDs are expected to come in a range of form factors, have a large display, integrate rich applications and services, and deliver an intuitive user experience. According to research firm Strategy Analytics, sales of Mobile Internet Devices are expected to exceed $17 billion worldwide annually by 2014. ABI Research expects more than 90 million Mobile Internet Devices will ship worldwide by 2012.

“Mobile Internet Devices make it easy for people to stay connected wherever they are,” said Pankaj Kedia, director of global ecosystem programs in Intel Corporation’s Ultra Mobility Group. “Intel’s next generation MID platform, codenamed Moorestown, in combination with Open-Plug’s telephony stack integrated with a Moblin based Linux OS, will set a new threshold for making this connected experience a reality by delivering a compelling Internet experience while supporting voice capabilities on the platform.”

As the MID category grows and penetrates the consumer market segment, the telephony feature is expected to become increasingly important. To enable the integration of this feature into MIDs designed by handset makers and device manufacturers, Open-Plug is actively working with the broader Moblin ecosystem.

About Open-Plug

Open-Plug creates and commercializes ELIPS, the first open application development environment designed for mass-market mobile phones. Already shipped in millions of devices, ELIPS enables software companies, handset makers and operators to create and deploy mobile applications, rich user interfaces as well as complete software solution, in record time.

Founded in 2002, Open-Plug is a private company financed by leading international venture capital investors. Headquartered in France, the company also operates in Taipei, Taiwan R.O.C. Open-Plug is a member of the LiMo Foundation (Linux Mobile Foundation).

For more information, visit www.open-plug.com

So TAT made me wow! again :

I’m not sure real eye tracking is used there, perhaps only the iPhone accelerometer, but the results is stunning, even if I’m not sure of what it brings on a little screen.

The idea come from this amazing guy: 2 leds and a Wiimote, watch the end of the video, and on such a big screen, this makes sense, enjoy

[here is a good recap/introduction about Graphical Processors, thanks Sylvain!]

In the desktop computing world, at the beginning, there were 3D graphical hardware accelerators which handled the fixed functionality provided by graphic libraries (either hardware vendor proprietary library or standard library like OpenGL and DirectX). The first generation of accelerators handled geometric primitives (triangle, quad, line, point) rasterization and texturing. Newer generation added hardware implementation for the complete graphical pipeline with geometric computation for 3D coordinates transformation and lighting.

Then, with the addition of the support for shading languages, graphical accelerators offered programmable steps in the graphical pipeline. It means that where older accelerators completely handled the color of each rendered pixel of a primitive, accelerators with programmable shader offer the possibility to write shader code that is executed on the GPU and which can control the rendering of each pixel of a primitive.

Support for shading languages is the feature that enabled General Purpose computing on the Graphical Processing Unit. Indeed, GPU are designed to perform tons of geometric computation on vectors. Vectors are used to represent geometric coordinates as well as colors. GPU also have very high data bandwidth compared to the CPU, so they can fetch texture and geometric data very fast.

This computing power was made available on nVidia hardware with the Cuda language which enables to write C code (with some restrictions) that is compiled for the GPU. This page presents some applications that run on the GPU with Cuda:http://www.nvidia.com/object/cuda_home.html

Recently, AMD released its Stream SDK which is a technology comparable to Cuda but for ATI hardware. This SDK includes a video converter application: Avivo, which is said to run 13 times faster on the GPU. At the same time, the Khronos group released the first official specifications of OpenCL, a library to program GP-GPU that is not tied to any GPU vendor. NVidia already announced they will provide an OpenCL implementation alongside their Cuda SDK. We can certainly bet AMD will also support OpenCL soon.

The OpenCL standard interface opens the door to significant optimization in a large range of applications by provide access to the GPU’s processing power. Not all applications because general-purpose is not, actually, all-purpose. GPU are efficient for specific kind of tasks. They are most useful for problems which involve big amount of data that can be processed in parallel. We will not see soon or late a compiler which runs on a GPU, but relevant applications could easily perform computation on GPU thanks to OpenCL, just the same way they currently make use of SIMD extensions available from the CPU like SSE. Apple is integrating OpenCL in MacOS X just right now.

In the embedded computing world, fixed functionality GPU accelerators are now present in most of the smartphones. For example iPhone includes a PowerVR MBX core licensed by Imagination Technologies which support OpenGL ES 1.1. Regarding graphical power this chipset is where desktop computers were a few years ago. There already exists chipsets which support OpenGL ES 2.0. Those graphical chipsets do include programmable shaders and enable GP-GPU programming on embedded devices just like GPU in desktops.

[Cloud Computing is the new buzzword, blogger Thomas Menguy tries to decipher its underlying concepts, the main actors, the business models and the implications for the industry ].

Cloud Computing is everywhere, and begins to look like the next big thing. But the term seems to regroup a plethora of new and old concepts with no clear consensus about it: everybody seems to understand what it is but when asked, having a clear definition is not so easy (I know, I’ve tried recently…and miserably failed ). Here is my attempt to give it some sense.

I’ll begin with some quotes grabbed from this nice video from the web2.0 expo

Everything that we think of as a computer today is really just just a device that connect to the big computer we are all collectively building…Cloud computing : how computing services will be delivered in the future

Tim O’Reilly

Chance for developer to no worry about "things" …business concerns, scaling concerns

Matt Mullenweg (Wordpress Co-founder)

A way to deliver services rather than applications completely independent of platform completely independent of physical hardware and I hope it works.

Vamshi Krishna Mokshagundam

Ok, so to sum up those gurus’ words, cloud computing seems to be about:

• Software Services deployment
• Transparent scaling of those services
• Reliability (no down time worry)
• Monetization handling
• Decorrelate the software from the physical hardware it is running on

After this helicopter view, we can try to be a little be more educated, reading this excellent article from ExplainingComputers about the cloud may help:

It describes a very good metaphor for all this cloud stuff:

In his book The Big Switch, Nicholas Carr compares the growth of cloud computing to the development of the electricity network around a century ago. Before that time businesses had to generate their own power and therefore had to choose their location based on the available means of generation, such as moving water to drive a wheel or a supply of coal. However, with the availability of a reliable electricity grid to which they could connect, firms were increasingly freed from such constraints to focus on the other aspects of their business.

In exactly the same manner we are today just about entering an age in which both individuals and organizations will be able to dispense with a large home computer or corporate data centre, and instead connect far leaner computing devices to cloud computing resources that will fuel their information processing requirements. It is therefore hardly surprising that cloud computing is also being referred to as "grid computing" or "utility computing"

ExplainingComputers about the cloud:

What a paradigm shift! Computing power data storage and services will soon be outsourced to 3rd parties.

Now getting back to the industry, Cloud computing seems to be the sum of two concepts

Software as a Service, or SaaS, perhaps you know it under another name : web 2.0

It can be described as desktop like application accessed within the browser (or a  RDA technology like AIR) and where the storage/processing is on dedicated servers.

Those services can be free or not, here are some notable examples:

• http://www.salesforce.com/ : CRM for marketing/sales, per user monthly fee (9$ to 65$ a month)
• The excellent http://zoho.com free for personal use then few bucks per month/per user for business
• http://www.clarizen.com/ : project management software, per user monthly fee (around 20$ to 40$)
• Even IBM is going this route with https://www.lotuslive.com/ a kind of hosted Lotus service (I can’t get prices…)
• Of course : http://docs.google.com/ to store/share/edit office documents, free but has a paid version for enterprise. Of course Gmail is there also as Google web album (price depend on storage)
• Adobe plays the game with https://www.photoshop.com/ a kind of “online” Photoshop elements to store share and edit your personal photos, free for simple use, from 19$ to 129$ a year to grow the storage, different services are proposed if you already own Photoshop elements or premiere elements. Adobe also provides an office online collaborative suite: https://www.acrobat.com/ free to use, but acrobat desktop is heavily advertized across the tool.
• Apple MobileMe for photos, mail, events contact calendar shared between desktop and mobile (iphone) 99$ a year.
• Microsoft answer to Apple: SkyBox/SkyLine/SkyMarket (MobileMe+Appstore for WinMob). Microsoft has also some offers, around Microsoft live, http://home.live.com/, and some plan for hosted exchange services, I don’t have any price point to compare it to “standard” Exchange installations

Of course I forget a lot of others, like Flickr, yahoo! services, etc.

All those services have in common:

• Ease of use, not only for the service itself, but also for billing, maintenance, installation, deployment, etc.
• Affordable, price depending on storage/number of user/services accessed
• Neat and modern UIs
• Packaged and well defined services

This is this last point that led some of those providers to open their infrastructures, putting in place the Next Big Thing :

Hardware as a Service, HaaS

Those SaaS providers have grown their infrastructure  to support scaling and reliability for their services…the next step is to open it and monetize it.

So here is HaaS where the business model is simply to sell some RAM/CPU/Storage/Bandwidth/some services according to the needs of the customer.

• The real first One: Amazon EC2, part of Amazon Web Service (AWS) platform. A way to deploy and scale a web application, paying only for the resources it actually uses (prices are around 0.10$ to 0.80$ of cpu/hour, 0.10$ per GB transferred, 0.15$ per GB stored per month, 0.01$ per 1000/10000 PUT/GET requests).(side note: Adobe proposes LiveCycle ES on Amazon Cloud).  Amazon describes its solution as:
  • Elastic: user can increase or decrease their hardware requirements within minutes
  • Flexible: user can choose specification of each individual instance of computer power purchased
  • Inexpensive: no dedicated capital investment required
  • Reliable: make use of Amazon proven datacenter and network infrastructure.
• Google of course is there (do your self a favor and read this about the AMAZING Google infrastructure) with Google App Engine , free for now but fairly limited
• Little actors like Mosso,  GoGrid or 3tera are popping out on the same kind of technology
• IBM is jumping also with Blue Cloud
• HP, Intel, Yahoo join forces on cloud computing research
• For me Facebook is part of the game: easy way to deploy and monetize (?) social applications. Ning is another example (for social networks)
• And of course Microsoft with Azure:

Azure seems to be really complete with a new OS, great marketing materials etc…but as always with MS not really available yet. Business model is again identical: you pay what you use as resources.

See above a schema about those technologies. What is emerging is a new kind of OS capable to handle

• faulty hardware,
• load balancing,
• heavy multiprocessing and parallelization,
• virtualization technologies are key here (at least I understand the market cap of VMWare now!) ,
• advanced storage technologies and databases.

Google has built its own stuff (the three core elements of Google’s software: GFS, the Google File System, BigTable, and the MapReduce algorithm), Microsoft too (and present Azure as it is : a new OS), Amazon, Yahoo and others are using some Open-Source initiatives like http://hadoop.apache.org/ .

A nice summary of what we can do with cloud computing, from the Yahoo white paper:

What does it take to get the Next Great Thing off the
ground?

Now:

• Set up multiple replicas of a clustered data store
• Set up a system for indexing
• Set up a system for caching
• Set up auxiliary DBMS instances for reporting, etc.
• Set up the feeds and messaging between them
• Write the application logic
• Fairly complex system at first line of new code

Our vision:

• Write the application logic
• Use a hosted infrastructure to store and query your data

=> Or, as Joshua Shachter puts it: “The next cool thing shouldn’t take a team
of 30, it should be three guys, PHP and a long weekend”

Yahoo white paper

This is all well and good but where is the catch?

Many aspects are slowing this IT revolution

• Concerns around privacy and collusion: giving all my (as a company) data AND processing of my critical business to Amazon and Google may lead to collusion, Google is no more the “don’t be evil” it may have been, nor Microsoft or Amazon…Or even worse if I am a service provider new entrant (hum say like Nokia with Ovi for example), I just can’t use Google Infrastructure for that! How can I trust Google about my competing usage of its own resources to deliver a service …that competes with Google own ones?
• Concerns about stability. Most cloud vendors today do not provide availability assurances. This is particularly an issue with Mashups that need a set of web services hosted in various cloud computing environments, and many may stop working at any time. Seeing the MobileMe launch fiasco, Apple learnt how difficult it is!
•  Concerns around security. The old dilemma: “should I put my money in a Bank or in my own building” …we all know the right answer now.
• Regulation issues:  For Example in Europe, some countries require services and/or customer data be retained within a country’s borders.
• This is new technology: even if simple, there is a learning
• IT service may feel threatened: after all the tedious tasks of updating, backup, hardware handling are now externalized…

One key point seems to be that to be trusted cloud computing providers have to stop offering their own services and focus ONLY on providing a compelling and efficient cloud platform.

Where is the Mobile industry: client side?

As said by Tim O’Reilly in the first quote, ALL the devices are morphing to cloud access points, phones are on their way, MID and Netbooks are just showing it more clearly.

The iPhone is the first real device to access the cloud effectively, and what is really interesting about it is that the browser is not the preferred choice to access the cloud: the vast majority of non-game iPhone applications are simply optimized front-end to a dedicated  SaaS! I predict the same for Android Marketplace…and many software actors will pop out  around this cloud interaction.

Nokia is morphing into a cloud computing provider …but doing the whole stuff alone: Ovi being the infrastructure AND the service, and Nokia devices nice cloud front-end.

Time will tell if an actor alone can handle those three aspects, Google, Microsoft and Apple are also trying…

Where is the Mobile industry: server side?

Doing this overview I was really surprised to not see the “natural” actors of this new paradigm:

• Who has a BIG infrastructure?
• Who can link this infrastructure to the final devices/customer?
• Who is deploying complex services to million of customers for decades?
• Who handles directly the customer billing?

….hum you guessed it : our beloved CARRIERS!

Cloud computing would be a fantastic way for them to not fall in the dumb pipe category. Let’s face it, developing services has to be done by service providers, not operators (who wants to use its operator IM or mail? social network? photo sharing?) .

If carriers were able to leverage their fantastic cloud computing capabilities, they may stop developing sure-to-fail-services and monetize their pipe not only to the final customer but also smartly from the service provider ( NaaS seems to be a first attempt but I still don’t understand the business model). Perhaps a bold statement, I would be more than happy to have some carrier comments on this one!

Looking forward to your comments.

-Thomas