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2014年2月15日 星期六

谷哥眼鏡產品策略 - 雲端加值服務 ( Google Glass Goes Into Cloud Value Added Service )

谷哥眼鏡 有望成紐約警方辦案利器

為了提升警員辦案效率,紐約市警局( NYPD )可望採購谷哥(Google Project Glass )眼鏡作為辦案工具。

一名紐約市警局高階警官向科技網站VentureBeat透露,已經取得數副谷歌眼鏡,也正在測試能否協助警方執行勤務,特別是能否協助巡邏員警盤查嫌犯時,迅速比對資料庫的罪犯資料,或是在問話時讀取嫌犯犯罪紀錄。

不過,谷歌則發布新聞稿否認將與紐約市警局合作,但表示紐約市警局應該是透過「谷歌眼鏡探索者計畫」( Google Glass Explorer Program)購入谷歌眼鏡。谷哥表示,任何年滿18歲的美國居民,只要提出申請,並獲得谷歌同意後,就能以每副1500美元價格購入谷歌眼鏡。

對於科技網站報導,紐約市警方不願回應。

Startups see healthy future for Google Glass in medicine ( 谷哥眼鏡雲端加值的醫療應用 )

Among the tech elite, Google Glass is a sleek symbol of minimalist, futuristic cool.But several startups see deeper potential in Glass: the ability to heal wounds and save lives.

Pristine in Austin, Texas makes the app EyeSight, which enables physicians and nurses to transmit live video and audio of wound patients from Glass to authorized computers, smartphones and tablets. After months of a pilot program at UC Irvine, the startup said this week it will soon roll out the technology at outpatient wound care clinics operated by Wound Care Advantage in Southern California.

"We're really using this primarily as a tool, to help people connect where it was either not possible or practical before," said Kyle Samani, CEO of Pristine, which started last spring in Austin, Texas. "If, for whatever reason, the doctor is not physically here, we'll find the next best way to get him here."

For decades, telemedicine has been slowly working its way into the doctor's office in the form of desktops, laptops, digital cameras, tablets and other gadgets. Now comes Glass, which Google plans to make available to the public this year. And Pristine isn't the only company seeking to capitalize on the device's Wi-Fi, Bluetooth, camera and voice activation in the medical world.

Augmedix, founded by two former Stanford University students, is working on a system that would roughly translate information from Glass' audiovisual stream directly into a patient's medical record. Healium, co-founded by a Mill Valley doctor, is also developing an app that would let doctors share patient information through Glass.

Linking patients, experts

In Pristine's case, a nurse will use Glass to stream a video of a patient's wound to a doctor, who will then decide whether he or she should examine the injury in person, said Mike Comer, CEO of Wound Care Advantage. The company operates or helps run wound care clinics in hospitals, which involves providing equipment and hiring and training personnel to deal with chronic injuries.

"It's a way for us to bring experts to patients very quickly, very seamlessly," Comer said.

Chronic wounds, a market worth $25 billion, offer a particularly promising opportunity for Glass because patients need constant monitoring and outpatient care. About 6.5 million patients in the United States suffer from the condition, according to the National Institutes of Health. These wounds, such as diabetic ulcers and venous ulcers, can take more than six weeks to heal.

Since October, Pristine has been testing EyeSight through a pilot program with surgeons and anesthesiologists at UC Irvine.

Dr. Leslie Garson, one of the anesthesiologists, said Glass has proved useful during the 15 or so surgeries he has worked on so far, especially because he often monitors two or even three surgeries simultaneously.

"A resident could have Google Glass on, they could be looking at a monitor, and I could have a tablet down the hall and could see exactly what they're seeing," he said. "They can send me an alert - 'Take a look at this,' 'Is this something I should be concerned about?' "

Still, Glass, like any new technology, has skeptics.

San Jose doctor skeptical

Dr. Peter Schubart, director of the Wound Care Clinic at O'Connor Hospital in San Jose, doesn't see a great advantage in Glass. Schubart and his staff constantly take digital photographs of wounds and upload them to the electronic medical record system. It takes all of 20 seconds, he said. He also wonders if insurers and Medicare will still compensate him if he determined, by way of Glass, that a patient didn't require in-person treatment. Under health care reform, Samani said insurers will increasingly pay for quality of care instead of the standard fee-for-service model.

Consumer advocates have also raised concerns that hackers might steal sensitive patient information. To allay those fears, Pristine executives say the company offers the only commercially available Glass software that complies with the federal government's strict rules on patient privacy. EyeSight's encrypted video stream is strictly live, Samani said.

"Videos are not being saved, not even for a microsecond," he said. "We don't want anyone to feel the world is watching."

Over the long term, Pristine plans to bring Glass into intensive-care units, emergency rooms and ambulances. Samani wouldn't disclose how much it costs for hospitals to sign up but believes Glass offers plenty of opportunities in health care. Over the next month, wound care centers of three hospitals, including the University of Southern California's Verdugo Hills Hospital, will use the device.

Even Schubart, the skeptic, said he will keep an open mind about the new technology.

"I've learned to never say never," he said.

The NYPD Is Testing Google Glass ( 谷哥眼鏡雲端加值的美國警察 )

According to a report by VentureBeat, The New York City Police Department is currently investigating how useful Google Glass could be in the fight against the city's crime.

It's claimed that the department recently took delivery of several pairs of Google's smart glasses. "We signed up, got a few pairs of the Google glasses, and we're trying them out, seeing if they have any value in investigations, mostly for patrol purposes," a New York City law enforcement official told VentureBeat. "We're looking at them, you know, seeing how they work."

If it's true, it's no real surprise. Last summer, a federal judge ruled that New York City's "stop-and-frisk" violated the rights of minorities in the city. In her recommendations accompanying the ruling, Judge Shira Scheindlin ordered the NYPD to test wearable cameras in five precincts where the controversial search tactic was used. Google Glass could fill that role perfectly.

A Google employeetold VentureBeat that the company hadn't been working with the NYPD, and said that the law enforcement agency had "likely acquired the glasses through the Google Glass Explorer program." That will have involved the typical application and subsequent ponying up of $1,500 per pair.

Of course, whether each and every NYPD cop should be toting a camera on their face remains to be seen. Evidence from experiments in other parts of the country suggest cameras encourage police to behave better, as well as protecting them from fraudulent reports of abuse. Critics—including Mayor Mike Bloomberg—argue the data they collect will create an enforcement nightmare. What do you guys think?

Google Glass Eyed for Wearable Soldier Gear ( 谷哥眼鏡雲端加值的美軍 )

Army officials have been after a way to outfit soldiers with wearable computers for years, but have repeatedly failed to find a system that both delivers information coherently and avoids impairing troops’ perception of the battlefield.

The military’s notoriously Byzantine process by which it develops and adopts technology may not be entirely to blame, engineers that bridge both government and commercial technology spheres tell National Defense.

While parts of the military suffer from an “institutional rejection of innovation,” even in the swifter commercial sector wearable computers have generally been failures until recent advances, said John Clark, chief innovation officer for Thermopylae Sciences and Technology.

Based in Arlington, Va., Thermopylae specializes in taking commercially available technologies and converting them to military and government use.

“For years, people have been trying to make wearable computing happen, but to be honest … they have all been terrible,” Clark says.

The Army found that out the hard way during several efforts to create a wearable situational awareness and computing system for soldiers. So far, the service has nothing to show for its efforts.

“But there has been some really cool innovation that has happened in late 2012, early 2013,” Clark said. “How can we take those emergent technologies, and make them implementable and affordable for government and commercial clients?”

The most notable entry recently into the mobile-computing market is Google Glass, about 1,500 of which are in the hands of testers like Clark. Other companies, including a startup called Oculus VR, have developed or are in the process of bringing to market similar wearable computing devices.

While Glass was not developed for military applications, its importance is the awareness the device brings to the possibility of ubiquitous mobile computing, Clark said.

“For all the work Google has put into it, there is no real desire to take [Glass] and apply it directly to a military mission,” he said. “This is a consumer product. But because of what Google has done … there will be other similar models that are perhaps ruggedized that can apply directly to [special operations forces]. Or, it will inspire people to integrate the technology into riflescopes or night vision goggles.”

The point of Google Glass is to develop a revolutionary method of interacting with technology — to figure out the optimum way to deliver information and have the user digest it without distraction. Currently, the system performs only rudimentary tasks like sending text messages, taking photos and video and receiving news and social media alerts. Eventually, Glass or an evolutionary version will allow more sophisticated applications.

Instead of a pair of glasses or a monocle with a heads-up display, Glass positions a small prism over the upper right corner of the wearer’s right eye. The user can either slide a finger along the arm of the device or speak directly to it to perform a number of tasks like reading email or taking photos. The prism becomes transparent and is all but unnoticeable when not in use. There are no lenses or screens over the eyes, so the wearer can naturally hold a conversation or walk, unobstructed, even when the screen is activated.

The technology has gained the attention of scientists and engineers who develop and purchase equipment for the special operations community. However, concerns were expressed in May at the Special Operations Forces Industry Conference that Google Glass in its current form could harm operators’ eyesight. Attention is being paid to what Google is doing with Glass, but extensive human trials will be necessary before a special operations sniper wears a pair on the battlefield, SOF officials said.

Raytheon is marketing  a wearable joint tactical air controller system that allows ground forces to tag elements in the environment using a helmet-mounted monocle that covers the whole eye but is see-through. That system consists of a chest-mounted computer, the monocle and a smartphone worn on the wrist or elsewhere. It allows a soldier to call in an air strike on a target simply by viewing it through the eyepiece and clicking the phone’s screen.

Though only recently unveiled at the 2013 Paris Air Show, Raytheon’s Advanced Warfighter Awareness for Real-time Engagement (AWARE) system resembles similar concepts the Army has tested to provide computing and communication capabilities to soldiers.

Future Force Warrior, developed in conjunction with the now-defunct Future Combat Systems, sought to create a lightweight, integrated mobile computing system for soldiers. It was one in a series of “network-centric” infantry combat projects the military undertook during the past decade. Others included the Soldier Integrated Protective Ensemble and Land Warrior. The latter was canceled in 2007, then resurrected the following year under the name Nett Warrior. The program is designed to use both commercial, off-the-shelf technologies and existing military gear to extend communications and command and control to individual troops.

When the Army attached smartphones to rifleman radios and gave them to troops during a 2011 network integration evaluation, soldiers said they were receiving too much information.

“There’s no need for me to have this,” Army Pvt. David Kramlich said then of the Joint Battle Command-Platform (JBC-P) Handheld. He said troops of his rank don’t need to be overloaded with information that is used to make command decisions.

The JBC-P provides GPS and voice communications. It can be used to plan missions, receive sensor feeds, mark buildings and rooms that have been cleared, communicate via text message and track friendly and enemy forces, much like Raytheon’s AWARE system.

Nett Warrior is a similar system that began years ago as a weighty suite of wearable computers that has since been shrunk down to individual phones and tablets carried in pouches or pockets.

Consensus among soldiers and their leaders at the NIE was that not every soldier needs Nett Warrior and that systems that require soldiers to consult a smartphone in battle are distracting.

With Glass, Google is trying to arrive at how users can access information without having to look down at a separate screen. Test wearers like Clark and his brother, Thermopylae President A.J. Clark, are helping the company figure out how to deliver information through the device and what applications are most useful.

“We need to make sure these applications work in a wearable environment,” A.J. Clark said. “A smartphone is one construct, a laptop is another. Wearable is taking it to a new dimension.”

“Google provides a very strong foundational layer. They invest tons of resources to make these technologies stronger and keep up with the edge of technology,” he added. “We are at the application level and then at the end, the government gets the added value of all that investment through the strata.”

分析
  • 谷哥眼鏡 Google Glass 加速往雲端應用發展讓 Google 生意模式產生新的創新;
  • 谷哥眼鏡 Google Glass 雲端加值服務之產品策略將使 Google 未來在雲端服務產值提高;
  • 智能穿載式雲端應用將成為雲端加值服務之趨勢;
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2014年1月18日 星期六

全球物聯網未來將啟動“工業物聯網” - 更將推向與人類互通全智物聯網( Welcome to the age of "internet Of Things" - A huge information system with predictive, sensing, understanding your speaking and from industrial internet to a future of information system can communicate with us )

The Chief Economist at General Electric, Marco Annunziata is a financial virtuoso with a passion for technology. His vision is "Machines increasingly communicate among themselves and with people. Mobile devices allow round-the-clock interconnectivity. Computers crunch terabytes of data. Such innovations have convinced economists from GE’s Marco Annunziata to Erik Brynjolfsson of MIT that the stage is set for a wave of productivity gains to rival the 10-year Internet boom that began in 1995." ( GE Marco Annunziata 預見未來 " 越來越多的機器之間及與人溝通。移動設備允許二十四小時的互聯互通。" 將延生『工業網際網路』),我更進一步預測人類將在 30 年形成『能與人類及機器互通全智互聯網』,網際網路及雲端智能就像空氣及我們心靈隨時跟我們及我們隨身機器做智能溝通;

Einstein said that "I never think about the future — it comes soon enough."

And he was right, of course. So today, I'm here to ask you to think of how the future is happening now. Over the past 200 years, the world has experienced two major waves of innovation. First, the Industrial Revolution brought us machines and factories, railways, electricity, air travel, and our lives have never been the same. Then the Internet revolution brought us computing power, data networks, unprecedented access to information and communication, and our lives have never been the same. ( 在過去的200年來,世界經歷了創新的兩大波。首先,工業革命給我們帶來的機器和工廠,鐵路,電力,航空旅行,讓我們的生活產生改變。那麼互聯網革命給我們帶來的計算能力,數據網絡,前所未有的獲取信息和溝通,讓我們的生活大改變 )

Now we are experiencing another metamorphic change: the industrial Internet. It brings together intelligent machines, advanced analytic, and the creativity of people at work. It's the marriage of minds and machines. And our lives will never be the same. ( 現在,我們正在經歷另一種巨烈質變化:工業互聯網。它匯集了智能機,先進的分析,以及人們在工作中的創造力。它是一種結合機器和人的思想。讓我們的生活和過去不一樣。)

In my current role, I see up close how technology is beginning to transform industrial sectors that play a huge role in our economy and in our lives: energy, aviation, transportation, health care. For an economist, this is highly unusual, and it's extremely exciting, because this is a transformation as powerful as the Industrial Revolution and more, and before the Industrial Revolution, there was no economic growth to speak of.

So what is this industrial Internet? Industrial machines are being equipped with a growing number of electronic sensors that allow them to see, hear, feel a lot more than ever before, generating prodigious amounts of data. Increasingly sophisticated analytic then sift through the data, providing insights that allow us to operate the machines in entirely new ways, a lot more efficiently. And not just individual machines, but fleets of locomotives, airplanes, entire systems like power grids, hospitals. It is asset optimization and system optimization. Of course, electronic sensors have been around for some time, but something has changed: a sharp decline in the cost of sensors and, thanks to advances in cloud computing, a rapid decrease in the cost of storing and processing data.


So we are moving to a world where the machines we work with are not just intelligent; they are brilliant. They are self-aware, they are predictive, reactive and social. It's jet engines, locomotives, gas turbines, medical devices, communicating seamlessly with each other and with us. It's a world where information itself becomes intelligent and comes to us automatically when we need it without having to look for it. We are beginning to deploy throughout the industrial system embedded virtualization, multi-core processor technology, advanced cloud-based communications, a new software-defined machine infrastructure which allows machine functionality to become virtualized in software, decoupling machine software from hardware, and allowing us to remotely and automatically monitor, manage and upgrade industrial assets. ( 因此,我們正在向一個世界裡,我們一起工作的機器不只是聰明,他們是輝煌的。它們有自我意識,它們能預測,它們據有反應性和社群性。)

Why does any of this matter at all? Well first of all, it's already allowing us to shift towards preventive, condition-based maintenance, which means fixing machines just before they break, without wasting time servicing them on a fixed schedule. And this, in turn, is pushing us towards zero unplanned downtime, which means there will be no more power outages, no more flight delays.

So let me give you a few examples of how these brilliant machines work, and some of the examples may seem trivial, some are clearly more profound, but all of them are going to have a very powerful impact.

Let's start with aviation. Today, 10 percent of all flights cancellations and delays are due to unscheduled maintenance events. Something goes wrong unexpectedly. This results in eight billion dollars in costs for the airline industry globally every year, not to mention the impact on all of us: stress, inconvenience, missed meetings as we sit helplessly in an airport terminal. So how can the industrial Internet help here? We've developed a preventive maintenance system which can be installed on any aircraft. It's self-learning and able to predict issues that a human operator would miss. The aircraft, while in flight, will communicate with technicians on the ground. By the time it lands, they will already know if anything needs to be serviced. Just in the U.S., a system like this can prevent over 60,000 delays and cancellations every year, helping seven million passengers get to their destinations on time.


Or take healthcare. Today, nurses spend an average of 21 minutes per shift looking for medical equipment. That seems trivial, but it's less time spent caring for patients. St. Luke's Medical Center in Houston, Texas, which has deployed industrial Internet technology to electronically monitor and MRIs to be analyzed in the cloud, developing better analytics at a lower cost. Imagine a patient who has suffered a severe trauma, and needs the attention of several specialists: a neurologist, a cardiologist, an orthopedic surgeon. If all of them can have instantaneous and simultaneous access to scans and images as they are taken, they will be able to deliver better healthcare faster. So all of this translates into better health outcomes, but it can also deliver substantial economic benefits. Just a one-percent reduction in existing inefficiencies could yield savings of over 60 billion dollars to the healthcare industry worldwide, and that is just a drop in the sea compared to what we need to do to make healthcare affordable on a sustainable basis.

connect patients, staff and medical equipment, has reduced bed turnaround times by nearly one hour. If you need surgery, one hour matters. It means more patients can be treated, more lives can be saved. Another medical center, in Washington state, is piloting an application that allows medical images from city scanners and

Similar advances are happening in energy, including renewable energy. Wind farms equipped with new remote monitorings and diagnostics that allow wind turbines to talk to each other and adjust the pitch of their blades in a coordinated way, depending on how the wind is blowing, can now produce electricity at a cost of less than five cents per kilowatt/hour. Ten years ago, that cost was 30 cents, six times as much. ( 類似的進步都發生在能源,包括可再生能源。配備了新的遙監控和診斷,使風力渦輪機相互交談並調整其葉片的槳距以協調的方式風力發電場,這取決於如何風在吹,現在可以產生電力在不到5美分成本每千瓦/小時。十年前,即成本為30美分,六倍之多。)

The list goes on, and it will grow fast, because industrial data are now growing exponentially. By 2020, they will account for over 50 percent of all digital information.

But this is not just about data, so let me switch gears and tell you how this is impacting already the jobs we do every day, because this new wave of innovation is bringing about new tools and applications that will allow us to collaborate in a smarter and faster way, making our jobs not just more efficient but more rewarding. Imagine a field engineer arriving at the wind farm with a handheld device telling her which turbines need servicing. She already has all the spare parts, because the problems were diagnosed in advanced. And if she faces an unexpected issue, the same handheld device will allow her to communicate with colleagues at the service center, let them see what she sees, transmit data that they can run through diagnostics, and they can stream videos that will guide her, step by step, through whatever complex procedure is needed to get the machines back up and running. And their interaction gets documented and stored in a searchable database.

Let's stop and think about this for a minute, because this is a very important point. This new wave of innovation is fundamentally changing the way we work. And I know that many of you will be concerned about the impact that innovation might have on jobs. Unemployment is already high, and there is always a fear that innovation will destroy jobs. And innovation is disruptive. But let me stress two things here. First, we've already lived through mechanization of agriculture, automation of industry, and employment has gone up, because innovation is fundamentally about growth. It makes products more affordable. It creates new demand, new jobs. Second, there is a concern that in the future, there will only be room for engineers, data scientists, and other highly-specialized workers. And believe me, as an economist, I am also scared. But think about it: Just as a child can easily figure out how to operate an iPad, so a new generation of mobile and intuitive industrial applications will make life easier for workers of all skill levels. The worker of the future will be more like Iron Man than the Charlie Chaplin of "Modern Times." And to be sure, new high-skilled jobs will be created: mechanical digital engineers who understand both the machines and the data; managers who understand their industry and the analytic and can reorganize the business to take full advantage of the technology. ( 這種新的創新浪潮正在從根本上改變我們的工作方式。我知道你們很多人會關注創新可能對就業的影響。失業率已經很高了,而且總有一種恐懼,創新將損害就業。創新是顛覆性的。但我想強調兩件事。首先,我們已經通過農業,工業自動化機械化生活,就業有所回升,因為創新是從根本上對增長。它使產品更加實惠。它創造了新的需求,新的就業機會。其次,有人擔心,在未來,只會有餘地工程師,數據科學家和其他高度專業化的工作人員。相信我,作為一個經濟學家,我也害怕。但仔細想想:就像一個孩子可以很容易地計算出如何操作一台iPad ,所以新一代的移動和直觀的工業應用將使生活更容易為所有技能水平的工人。未來的工人會更喜歡鋼鐵俠比的查理·卓別林“摩登時代”。並且可以肯定,新的高技能職位是:機械數字工程師誰了解雙方的機器和數據;誰了解他們的行業和分析,並可以重組業務,以充分利用該技術的管理人員。)

But now let's take a step back. Let's look at the big picture. There are people who argue that today's innovation is all about social media and silly games, with nowhere near the transformational power of the Industrial Revolution. They say that all the growth-enhancing innovations are behind us. And every time I hear this, I can't help thinking that even back in the Stone Age, there must have been a group of cavemen sitting around a fire one day looking very grumpy, and looking disapprovingly at another group of cavemen rolling a stone wheel up and down a hill, and saying to each other, "Yeah, this wheel thing, cool toy, sure, but compared to fire, it will have no impact. The big discoveries are all behind us." (Laughter)

This technological revolution is as inspiring and transformational as anything we have ever seen. Human creativity and innovation have always propelled us forward. They've created jobs. They've raised living standards. They've made our lives healthier and more rewarding. And the new wave of innovation which is beginning to sweep through industry is no different. In the U.S. alone, the industrial Internet could raise average income by 25 to 40 percent over the next 15 years, boosting growth to rates we haven't seen in a long time, and adding between 10 and 15 trillion dollars to global GDP. That is the size of the entire U.S. economy today.

But this is not a foregone conclusion. We are just at the beginning of this transformation, and there will be barriers to break, obstacles to overcome. We will need to invest in the new technologies. We will need to adapt organizations and managerial practices. We will need a robust cybersecurity approach that protects sensitive information and intellectual property and safeguards critical infrastructure from cyberattacks. And the education system will need to evolve to ensure students are equipped with the right skills. It's not going to be easy, but it is going to be worth it. The economic challenges facing us are hard, but when I walk the factory floor, and I see how humans and brilliant machines are becoming interconnected, and I see the difference this makes in a hospital, in an airport, in a power generation plant, I'm not just optimistic, I'm enthusiastic. This new technological revolution is upon us.

註: 根據分析之資料



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2014年1月4日 星期六

三星走向雲端產業及三星 CES,看三星 2014 策略:智惠型手機、平板、半導體、晶片解決方案、影像產品、企業用戶及智能裝置雲端服務 ( Samsung 2014 strategy from CES and its new deployment )

三星市值跌90億美元!董事長李建熙疾呼:跳脫硬體舊思維 ( Samsung New Deployment will put on big data )

三星電子( Samsung Electronics Co. )在日圓走貶、強敵環伺恐削弱企業獲利能力的衝擊下,繼去(2013)年12月重挫逾8%之後,昨天新年第一個交易日(1月2日)又再度下殺4.59%,一天之內就讓市值蒸發了近90億美元。

華爾街日報2日報導,三星2日終場慘跌4.59%至1,309,000韓圜,市值也跟著萎縮9.3兆韓圜(88億美元)至192.8兆韓圜,過去7個月來從未出現如此深的單日跌幅。三星預定下週二(1月7日)公佈去年第4季財測、月底公佈詳細財報,而市場普遍預期該公司Q4營益僅將年增9.2%至9.65兆韓圜,年增率遠不如前季的26%。

Mirae Asset Securities分析師Doh Hyun-woo 2日表示,三星旗下的智慧型手機當中,中低階機種的佔比似乎有增加跡象,這使公司毛利率遭到擠壓。另外,三星對員工配發超高紅利、加上韓圜升值,也讓三星的財務結構雪上加霜。

Thomson Reuters報導,IBK Investment & Securities科技分析師Lee Seung-woo則更加悲觀,認為三星第4季營益恐怕僅約9.5兆韓圜、低於市場預估的10.2兆韓圜,主要是受到韓圜相對於美元走升、OLED面板毛利萎縮的影響。

為了扭轉劣勢,三星董事長李建熙(Lee Kun-hee)呼籲員工要努力創新、趕緊跳脫過去聚焦硬體的舊思維,才能繼續維持成長的步伐。彭博社2日報導,李建熙在一封給內部員工的電子郵件中表示,全體員工必須再度求新求變,就連企業結構也都要革新,才能引領趨勢潮流。LIG Investment & Securities Co.甫於2日以智慧型手機市場日漸成熟為由,將三星的目標價下修7.9%。

摩托羅拉(Motorola)已發動價格大戰,1月1日宣佈旗艦智慧手機「Moto X」在美國降價至399美元,要靠低價拉攏客戶,提高市佔率。SlashGear 和華爾街日報部落格報導,摩托羅拉在網誌貼文公佈,Moto X 16GB在美國空機價,從550美元砍到399美元。三星Galaxy S4和Moto X同樣採用Android系統,S4 16GB空機價要600美元,蘋果iPhone 5s 16GB空機價更高達650美元。

看好雲端商機,三星已在去年12月11日首度宣布成立「海量資料中心(Big Data Center)」,預計2014年開始運作。韓國時報(Korea Times)報導,三星開始把更多資源放到非消費端的事業,同時還將提高資料管理能力,似乎有意師法IBM與思科(Cisco)。

三星某主管當時表示,成立海量資料中心意味著該公司下一階段的成長主要將爭取企業客戶的青睞,對消費者的仰賴程度則會減低。根據聲明,三星最近成立了「解決方案研發中心(Solution Development Center)」,為蘋果(Apple Inc.)等企業客戶供應邏輯IC。另外,三星也開發出專為高效能伺服器與次世代資料中心(包括海量資料系統)專用的記憶體。

三星確認在 CES 2014 發佈新 Exynos 處理器!可能是 8 核心、64 Bit 

來了來了,還有兩天多我們就會正式進入 2014 年!每年科技界的盛事,當然包括年頭在拉斯維加斯舉行的 CES 國際消費類電子展。今天,三星 Exynos 正式在 Twitter 中預告會在 CES 2014 中發佈新型的 Exynos 處理器,將會為今年的智能手機及平板電腦硬件規格定下指標性的作用。

今年處理器界的大事,大概就是 Apple 的 iPhone 5s 採用上 64 位元的 Apple A7 處理器。目前包括高通 Snapdragon、三星 Exynos、Nvidia Tegra 等等都是移動裝置處理器的供應者,相信未來一年 Intel 等等也會積極參與市場。三星早早就揚言會在明年推出 64 位元的處理器,外界相信這次在 CES 2014 中發佈的 Exynos 6 系列,或者會採用上 64 位元、big.LITTLE 的 ARM 架構,加上 8 核心及低功耗的設計,或會為未來一年的智能手機、平板電腦、智能電視,甚至是 2014 年主角的智能手錶,大大增加上硬件的處理能力呢!

CES:三星綠色記憶體技術解決功耗挑戰

連網設備的普及帶來了各種新的挑戰,但或許沒有什麼能比得上使伺服器空間受限更具挑戰性的了。的確,目前光是伺服器中的記憶體元件就消耗了成千上萬千瓦的功耗,更別說是儲存技術需求持續增加了。

為了協助克服功耗挑戰,三星(Samsung)近日於2013年國際消費性子展(CES)上展示其可用於管理資料中心的「綠色記憶體」(green memory)技術。該公司表示,透過其採用低電壓 DRAM 和固態硬碟(SSD)的綠色記憶體技術,可望大幅削減功耗和能量預算,同時降低資料中心的整體碳足跡。

三星公司DRAM行銷總監Sylvie Kadiva表示,這一綠色記憶體技術可望實現巨大的節能潛力,「目前全球的資料中心消電量約為300億瓦,這相當於30座核能發電廠。」
Samsung will start to optimize its profit by other segment in strategy

Kadivar表示,採用三星的 64GB低負的 DIMM(LRDIMM),企業能夠由於降低功耗而大幅地減少成本。這相當於每年省下幾十萬美元的開銷。此外,Kadivar說,用 SSD 取代 HDD 的硬碟建置方式,由於不必移動元件而使得系統內部更可靠、更冷卻以及更具能效,還能達到更多的節能目標。

三星的高速8GB LPDDR4將以20奈米製程生產,每個晶粒(die)有1GB容量,為現今DRAM產品中的最大整合度。新產品採用低電壓擺幅中斷邏輯 ( low-voltage swing terminated logic )I/O介面,此技術由三星首先向固態技術協會(JEDEC)提出,已成 LPDDR4 DRAM的標準規格。依據此一介面,LPDDR4晶片資料傳輸速率可達3,200Mbps,為20奈米製程LPDDR3 DRAM的兩倍;效能也較最快的LPDDR3或DDR3記憶體高出50%;功耗為1.1伏特,用電量約少40%。

Kadivar並強調,全球現在大約有超過十億支智慧型手機,這將會帶來巨大的影響,「所有的內容以及所有的應用都利用到企業的伺服器空間,」她說。

根據三星表示,3D結構技術生產的Vertical NAND Flash產品,目前首批生產16GB儲存容量規格已經正式出貨,未來將應用於更小型裝置作為儲存元件,同時也將能使現有產品設計納入更大的儲存空間。至於在資料儲存可靠性,將根據不同容量規格提昇2-10倍,同時寫入速度也將提升為2倍。

不過,三星並未透露首波應用此款Vertical NAND Flash產品合作廠商,但估計將會應用於旗下Galaxy系列或SSD系列產品,未來也將持續提供更大儲存容量規格。

師法IBM!三星轉型:首座海量資料中心明年成立 ( Samsung went into Cloud and Big data service will challenge to IBM、Google、Amazon business )

看好雲端商機,三星電子(Samsung Electronics Co.)11日首度宣布成立「海量資料中心(Big Data Center)」,預計明(2014)年開始運作。韓國時報(Korea Times)報導,三星開始把更多資源放到非消費端的事業,同時還將提高資料管理能力,似乎有意師法IBM與思科(Cisco)。 三星透過聲明稿表示,企業用戶逐漸興起、有望成為下一隻創造營收的金牛,因此該公司也會對這座「全球企業對企業(B2B)中心」賦予更多能夠發揮的自由度。三星一名主管在接受電話專訪時認為,若能透過各種海量資料工具來分析每個企業客戶與消費者,三星的產品定能更加符合顧客需求,這對零售商也非常重要。
另一名三星主管也說,成立海量資料中心意味著該公司下一階段的成長主要將爭取企業客戶的青睞,對消費者的仰賴程度則會減低。根據聲明,三星最近成立了「解決方案研發中心(Solution Development Center)」,為蘋果(Apple Inc.)等企業客戶供應邏輯IC。另外,三星也開發出專為高效能伺服器與次世代資料中心(包括海量資料系統)專用的記憶體。
Samsung Phone profit will drop and make them changing the strategy

根據報導,三星已開始和包括美國聯邦快遞(FedEx Corp.)在內的大型物流與零售通路商展開洽談,希望供應他們內建檢驗存貨、控制遞送系統等功能的客製化手機。

社群軟體、行動裝置創造的數位資料大爆發,麻省理工學院(MIT)教授日前更警告,海量資料席捲而來,資訊工程(computer science)界即將找不到適當的名詞來定義如此龐大的數據量。另外,隨著物聯網(Internet of Everything)日益興盛,數據量也會加速成長。

華爾街日報、AllThingsD報導,MIT史隆管理學院數位商務中心首席科學家Andrew McAfee 10月7日在科技市調機構Garner Inc.召開的會議上表示,無論是用那種歷史標準來衡量,目前的數位資料量都已相當驚人,而過去數十年來高科技數據市場的衡量標準已從原本的太位元組(terabyte, TB)演進至拍位元組(petabyte, PB)、艾位元組(exabyte, EB)。隨著物聯網的興起,各項裝置逐漸能夠利用內建的感測器與其他裝置、或是使用者溝通,這更會增加數據量的成長速度。

科技市調機構IDC甫於12月3日預估,2014年海量資料技術與服務的支出料將成長30%至超過140億美元,海量資料分析技術將持續供不應求。IDC認為,能夠運用大量資料與及時資訊傳輸的「資料最佳化雲端平台(data-optimized cloud platforms)」會是開發競賽的重點所在。此外,由於企業(以及開發商)急需能夠幫助他們了解顧客、產品以及市場的應用程式,因此具有附加價值的數位內容將大受歡迎,而相關業者也將如雨後春筍般創立。
蘋果(Apple Inc.)才剛在12月2日宣佈收推特(Twitter Inc.)資料分析服務提供商Topsy Labs Inc.,未來可能透過民眾提供的社群資料監控消費動向。華爾街日報2日引述未具名消息人士報導,蘋果已斥資超過2億美元買下Topsy Labs。彭博社隨後指出,蘋果發言人Kristin Huguet確認了這項消息,但不願透露蘋果將來會如何運用Topsy Labs的技術。

三星曝光 NX 30 與第二代智慧型相機 GALAXY Camera 2

選在 CES 2014 開展前,南韓三星電子搶先曝光了將於展場發表的相機產品,包括了智慧型相機 GALAXY Camera 2 跟無反光鏡相機 NX 30,最大的特色就是內建了「Tag & Go」的 NFC 即拍傳輸與分享功能,不過相關的上市情報都還未宣布。

三星電子、Nikon、Polaroid 在 2012 年德國 IFA 展前後,各自推出了旗下首款搭載 Android 作業系統的智慧型相機,引起全球關注,並與 2013 年 Sony 發表的鏡頭相機共同為持續下滑的消費型相機找到一個出路。

如今在 CES 2014 展前,三星電子發表了第二代的智慧型相機 Galaxy Camera 2,大小為 132.5 x 71.2 x 19.3mm,重 283g,相較於前代的 128.7 x 70.8 x 19.1mm, 305g 雖然比較大一些,然而重量卻比較輕。在硬體規格上,或許是因為相機定位的關係,硬體規格相較於前代僅有小幅度提升,搭載的是 1.6GHz 四核心處理器,記憶體 2GB ,並內建 8GB 儲存空間,電池容量提升到 2000 mAh,搭載修正拍攝效能、提升節電方案的 Android 4.3 作業系統。

在相機效能上面,Galaxy Camera 2 依然保持配備 1/2.3 吋 16MP 的背照式感光元件,21 倍光學變焦、光圈範圍 F2.8-F5.9 的鏡頭與 4.8 吋的超大螢幕,並支援 OIS 光學防手震。

Galaxy Camera 2 本身內建了 NFC 功能,可以透過新增的「Tag & Go」的方式在 NFC 裝置之間傳輸照片,也可已透過 Android 4.3 作業系統內建的 APP 使用三星智慧型手機更新的 Story Album、Paper Artist、Share Shot、Beauty Face、Best Photo 等功能,當然同樣可以透過觸控螢幕來調整光圈、對比、曝光值、快門、ISO 值等設定。

至於三星旗下最新的 NX30 無反光鏡相機,大小為 127 x 96 x 58 mm,重 342 公克,還配備 3 吋 Clear AMOLED 翻轉觸控螢幕,搭載 APS-C 尺寸 2,030 萬像素 CMOS 感光元件,並內建一個可向上調整 80 度的 236 萬像素電子觀景窗,感光範圍為 ISO100-25600,快門速度為 30-1/8000 秒,最高連拍速度可以達到每秒 9 張,支援 1920 x 1080 @ 60fps H.264 錄影,電池容量為 1410 mAh,可說是目前同級相機當中,規格最好的。

CES 2014: Samsung Launching a Hybrid Smartphone / Tablet Device – Report

It looks like Samsung is taking into consideration the release of a combo device that will include both a smartphone and a tablet, which will be sold together.

Although these are only speculations, there might be some truth in it as the South Korean company recently trademarked a device called Samsung Hit, which is filed under three categories: digital cameras, tablets and smartphones.

According to Dutch site kopengalaxys5, the hybrid might have already leaked but we did not know the device in question is the Samsung Hit and not the Galaxy S5.Apparently both the smartphone and the tablet being part of this hybrid device popped up in benchmarks with different codenames, such as Samsung SM-G900A, SM-G900F/ and SM-G900S.

These models have been reported as various Galaxy S5 prototypes being tested by Samsung, but they may be in fact totally different devices.The cited source claims the Samsung Hit tablet is likely to feature a large display that supports a stunning 2560 x 1440 pixels resolution, while the smartphone will sport a full HD (1080p) capacitive touchscreen display.

Both devices have been spotted in various benchmarks such as AnTuTu and GFXbenchmark, so there's likely that these are real Android smartphones/tablets.

Word on Samsung work on a smartphone docked to tablet surfaced earlier this year when details about a certain “Patent Bolt” leaked online.However, we did no have enough information at that time, but the latest info seem be little pieces of a much larger puzzle.

The new hybrid device will surely compete with Asus PadFone models, though we're not yet sure how competitive Samsung's smartphone/tablet combo will be price wise.

We will probably know more in the next couple of weeks, as Samsung Hit (or whatever the name) is expected to be unveiled at CES 2014 trade fair. Stay tuned for more details on these rumors.

史上最大電視將現身CES!三星、LG推105吋弧形、1100萬畫素LCD機種

大螢幕、彎曲儼然成為最新的電視潮流,韓國業者預計在明年初 CES 電子展結合兩者,展出巨大的 105 吋弧形液晶電視。韓國兩大家電廠三星(Samsung)(005930-KR)與樂金 (LG Electronics) (066570-KR),周四(19日)不約而同表示,即將推出超高解析度、105 吋弧形液晶螢幕電視。

這兩家業者今年稍早甫領先全球,啟售採 OLED 面板的 55 吋可彎曲螢幕電視;樂金則表示,這回即將在 1 月 7 日拉斯維加斯 CES 電子展亮相的,則是採用 LCD 面板以及 LED 光源,不過解析度卻高達 1100 萬畫素,是目前市面上電視的 5 倍。

三星表示,此款大螢幕弧形電視,將讓消費者在家就能享受到 IMAX 般觀影感受。

美國媒體《NBC NEWS》形容,這款超寬螢幕電視,堪稱史上尺寸最大的消費型電視;該媒體也點出,從 LG 提供的照片可以得知,這款 105U9 大電視下方設有角架,但不確定它是否能直接掛在牆壁。

分析
  • 台廠要注意 2014 三星加強在半導體、晶片解決方案、雲端服務、LCD,讓它在的智惠型手機、平板、影像產品、智能家電、智能穿戴等品牌產品更能打敗其他對手,台灣廠商一定要用更高科技及差異化來贏戰,工廠部份要加速移至越南緬甸及土耳其或在台灣及美國用機器人自動化來 cost-down,因為大陸風險成本將越來越高
  • 由於,Samsung 第四季手機銷售遠低於預期,智慧型手機在整個三星集團中的營收比例也就逐漸拉高,2014 將佔三星總體營業利潤(OP)的54%,三星需要利用關鍵零組件供應鏈去拉升Samsung 智慧型手機競爭力及獲利率,所以台廠需要注意智慧型手機關鍵零組件供應鏈。
  • 2014 三星將在半導體之記億體、高密度電池卡住台廠高端產品,極可能用三星高密度電池低價打住台廠及陸廠電池,讓全球智惠型手機、平板、影像產品、智能家電、智能穿戴等品牌產品之高端產品供應鏈被三星控制;
  • 2014 ~ 2015 台積電與英特爾、三星在晶圓代工大競爭時代來臨, 台積電須加速加強研發,同時政府在半導體技術投入研發、轉投資之獎勵優惠應增加;
  • 2014 ~ 2015 同時也是 Qualcomm、Intel、ARM 與聯發科、三星在晶片解決方案大競爭時代, 政府在晶片解決方案技術也應該停止 50% 保留盈餘轉投資需要額外課10%保留盈餘稅,讓產業加速升級,讓企業產業升級由營所稅抽稅。
  • 一旦,Intel 放棄 PC、NB 晶片解決方案,將對台廠、台灣經濟重大衝擊,政府在晶片解決方案技術也應該配套方案,鼓勵高端之PC、NB 晶片解決方案,讓可能衝擊縮小;
  • 政府須在半導體、雲端技術投入晶圓材料之研發、雲端公司合資、投資給予更多獎勵優惠,讓台灣半導體、雲端技術更上一層樓;同時台灣政府在公司留育人才須立法,減少一流企業界人才流失至大陸、韓國;
  • 台灣企業該要聯合會議來對抗三星董事長李建熙(Lee Kun-hee)戰略;
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