Advanced Micro Devices set quarterly records in Q3 notebook PC processor unit shipments and revenue as “OEM sell-through doubled year over year,” said CEO Lisa Su on a Tuesday investor call. More than 105 AMD-based notebook models have launched in 2020 “as we expand our presence in segments like gaming, commercial and education, where we have traditionally been under-represented,” she said. “The PC market environment is strong. If you look at all the work-from-home, schools-from-home trends, I think that has certainly helped this year.” But “as we look into the first half of the year, it's a little bit early to be specific about 2021,” she said. As it reported Q3, the company announced it's buying Xilinx for about $35 billion in stock.
Qualcomm began sampling its next-generation Immersive Home Platforms, successor to its mesh networking platforms, said the company Tuesday. Its Wi-Fi 6 and 6E products are due in the market next year, it said. For consumers who lack a mesh network, the Immersive Home Platforms ensure “high-performance” gigabit connectivity is available anywhere in a home, emailed Nick Kucharewski, general manager-wireless infrastructure and networking. FCC Commissioner Mike O’Rielly called Qualcomm’s Wi-Fi 6E announcement “great news” and a “massive game changer.” With some more work by the FCC this year, “we can expand unlicensed opportunities in band even further,” he tweeted. Pending FCC certification, consumers will get the benefits of Wi-Fi 6E in mobile, at home and in the enterprise, said Kucharewski. Tri-band Wi-Fi 6 platforms are designed to simultaneously leverage all three spectrum bands to support 2.4 GHz IoT-class devices and current legacy 5 GHz media devices and to enable “congestion-relieving migration” of node-to-node backhaul traffic from 5 GHz to the 6 GHz band, Kucharewski said.
A fifth of consumers polled in 10 countries plan to do most holiday shopping in physical stores, with 47% splitting their time between online and brick-and-mortar, an Oracle survey released Monday found. It canvassed 5,100 consumers last month in Australia, Brazil, China, France, Germany, Italy, Mexico, the United Arab Emirates, the U.K. and the U.S., finding 16% plan to “make it as close as the parking lot, opting to retrieve orders curbside,” said Oracle. “Despite the challenging year, 58% of consumers expect to spend the same or more on holiday shopping than they did last year.” Nearly four in 10 say they plan to spend more this year on apparel and necessities, while 29% say similar about electronics.
Amazon Prime memberships ticked higher in Q3 to an estimated 126 million, and Prime members were 64% of Amazon shoppers in the quarter, reported Consumer Intelligence Research Partners Thursday. The researcher attributed much of the growth, after several quarters of slowdown, to COVID-19, with customers needing to order more items while working and studying from home. CIRP sees Amazon’s measured launch of the Halo body composition and activity tracker, with an accompanying subscription, as a possible future benefit to drive Prime membership growth.
Belkin’s Boost Charge Pro USB-C charger ($49), launched Wednesday, was designed to be about half the size of a standard 60-watt laptop power supply, said the company. It uses gallium nitride, allowing components to be positioned closer together. The charger, with overcurrent and overvoltage protection, is USB-C Power Delivery-certified for fast charging of compatible devices. Belkin pitched it for use with the iPhone 12, Google Pixel, iPad Pro and MacBook Pro.
CTA plans to charge a $149 fee to most who register to attend virtual CES 2021. The fee will apply to most attendees, including retailers, and journalists will be exempt, we were told Tuesday. The fee was described as an effort to defray expenses. Exhibitors will be offered a series of paid participation tiers, beginning with a basic package that starts at $1,200, up to a five-figure premium offer. The different tiers give exhibitors access to varying apportionments of Microsoft technologies to leverage for news conferences, virtual meetings and other CES activities under the “cloud platform” contract announced Monday (see 2010190043). "As with the live show, there will be a charge to participate and alumni groups will be granted a window to register for free," emailed a CTA spokesperson. "We will be sharing more details closer to registration," which opens Dec. 1, she said. "We will be offering three different exhibitor packages that meet the varying needs of our exhibitors for their CES digital activation." A stickler for auditing show attendance at physical CES events, CTA hasn't determined how the virtual event will be audited for accuracy in attendance, she said. "For live shows, CES has always been independently audited. We are still assessing options for an independent audit including recommended standards."
CTA chose Microsoft as its “cloud platform provider” to run CES 2021 as a virtual event, said the association Monday. CES will use Microsoft Azure cloud computing, Microsoft Teams videoconferencing and the Microsoft Power apps platform to deliver “an exhibitor showcase, media events, conference programming, networking events and more,” said CTA. It picked Microsoft after a “rigorous” search for the company’s “technical expertise, global scale and experience in creating [a] compelling digital event,” it said. CTA “can’t share contract details,” emailed Jamie Kaplan, senior director-global event communications. The association issued a request for information and evaluated more than 40 “companies and technologies” before picking Microsoft, she said. As for whether the contract includes a Microsoft keynote component, “we will be sharing more information about our keynotes in the coming weeks and months,” she said. Registration opens Dec. 1 for the Jan. 11-14 event.
Cloud technology is “changing every industry,” including content creation and distribution, MovieLabs Senior Vice President-Technology Craig Seidel told a Digital Entertainment Group webinar Thursday on reducing “friction” in the content supply chain. “If cloud isn’t part of your strategy, it’s time to take a look.” Besides being “absurdly scalable,” the cloud contains “an incredible collection of tools, and it keeps getting better,” said Seidel. In researching cloud-based messaging services for a past project, “we found one that cost $100 per year for up to a million messages a month,” he said. “This was far cheaper and more scalable than anything we could consider doing ourselves. It was a no-brainer.” Seidel’s message for the content supply chain: “If you’re not already using cloud technology, you likely will be soon, and so will your partners.”
New legislation and bigger fines were mentioned in a presidential memorandum Tuesday aimed at stopping imports of counterfeit goods through e-commerce platforms. Customs and Border Protection should seize counterfeit goods imported into the U.S. and impose the “maximum fines and civil penalties permitted by law on any e-commerce platform that directs, assists with, or is in any way concerned in the importation into the United States of counterfeit goods,” wrote President Donald Trump. He sought “legislation that would clarify and strengthen the executive branch’s authority and increase its resources to deter and address counterfeit trafficking on e-commerce platforms.” The Department of Homeland Security and attorney general are directed to “develop a legislative proposal to promote the policy objectives” within 120 days. EBay didn't comment Wednesday. Amazon didn't comment on the record.
Amazon’s seller fees and commissions are “very competitive when compared” with other options, a spokesperson emailed Friday in response to remarks on the House Antitrust Subcommittee’s Big Tech investigation (see 2010090053): “Sellers have many choices regarding how and where to sell their products, including physical stores, online marketplaces, and selling direct through their own storefronts.”