The WAVE Report is Searchable on http://www.3dlinks.com -------------------------------------- 0441.2 Story of the Issue 0441.3 Wireless Security
0441.4 New Processors 0441.5 Motherboard Production
0441.6 Portable Printers -------------------------------------- ***FCC Action Quietly Enables an Industry, says ABI Research OYSTER BAY, N.Y. Without ballyhoo, the U.S. Federal Communications Commission recently opened up licensing for the 5.9 GHz frequency band, thereby paving the way for private sector deployment of Dedicated Short Range Communications (DSRC) systems along America's roads and highways. Any organization can now, for what is expected to be a relatively affordable fee, buy a nonexclusive license to erect towers in a defined geographical area, which could be as large as a whole U.S. state. According to ABI Research analyst Dan Benjamin, transmitter towers must be registered with the FCC, and in cases of interference, law enforcement, public safety and general public good receive priority. But within those constraints, business can make use of the frequency for their own purposes. Prior to this FCC action, it was assumed that most of the infrastructure for any future DSRC networks would be built by - or at least paid for by - the federal Department of Transportation. Now, however, it appears that private industry will be able to build its own. This paves the way for construction of new wireless networks allowing real-time traffic updates to be beamed right into a vehicle's navigation system, universal automatic toll collection, streaming entertainment, intelligent safety systems, even interactive commerce. Does this signal the start of a "land rush" to stake out territory? Benjamin thinks not: "The instigator for DSRC will be the addition of transmitters to the vehicles by automotive OEMs," adding, "Right now there are no vehicles that can actually use the signals at 5.9 GHz. Transmitters will be added to vehicles later this decade, and companies should start planning their infrastructure deployment strategy soon." ABI Research's report, "Dedicated Short Range Communications (DSRC) analyzes RFID and Wi-Fi based offerings for the vehicle, along with competing and supporting technologies for DSRC networks, in addition to potential business models. ***Photokina 2004 Cologne, Germany Photokina provides a unique view into the world of imaging every two years. There is no other trade show in this category like it. The event statistics are impressive:
This event is a reflection of guess what? – the transition to digital. Digital Reflex cameras grew at 500% the first half of 2004 There will be 200m camera phones sold in 2004 In 2003, 450 new digital cameras appeared on the German market The household penetration of digital cameras in the US is now 33%, up from 28% in 2003 It is expected that there will be 70m digital cameras sold in 2004 – however, these estimates continue to be modified due to higher sales rates that have happen already in 2004
When it comes to building imaging products that are flexible and responsive to market changes TI has a strong position in the camera processors using their DSP engines. The WAVE gained an excellent overview of the processor side of the market when we spoke with TI.
The phrase above comes directly from the booth. Carl Zeiss has long been known as the best in optical design. Sony uses them extensively in a number of their products – especially the low end consumer cameras. What attracted the attention of the WAVE is the announcement that Carl Zeiss did the optics for a camphone imaging module. This first product is only for a 640 X 480 imager and one would immediately respond – ho hum. Wrong. What Carl Zeiss has made is a 3 element lens with one of the lenses having an aspheric. Wow. It is here that the competence of Carl Zeiss drives the optics. Even these low end camera optics suffer from: vignetting, flare and distortion and the Carl Zeiss to bring quality into the camera imaging system. The optics mates to a CMOS sensor by Dialog Semiconductor. The optics assembly is 6mm in diameter and only 5mm in height. What is most significant is that Carl Zeiss claims the price of their design is “similar to” much lower quality lenses designs. The quote from the President of Dialog Semiconductor in the announcement of this module is also interesting.
Dialog Semiconductor
Good bye magnetic tape for home video. We have seen this trend develop in multiple CEATEC events but here at Photokina it is a reality. JVC has announced two “Media Cameras” which use a CCD sensor that uses a micro drive – 4GB for the most effective performance. The models are the GX-MC100 which stands vertical and the GZ-MC200 which lays flat. The camera lens has 9 groups and 11 elements and supports 10X optical zoom. One of the most impressive aspects is the ability to record 60m of MPEG-2 video and AC 3 audio on the removable micro drive. This is equivalent to 720 X 480/i video. Lower quality video will support up to 5 hours of recording. The still imaging is UXGA with up to 5,595 recordable on the disk. The camera supports USB 2.0 and PictBridge. There is a CyberLink software bundled with the camera which allows for one hour of video to be recorded on DVD—R/RW. The cameras have a built in 1.8” LCD display panel. The unit will ship in November and cost approximately $1,300.
One of the dominate features of these cameras is the integration of displays.
Impressive design concepts.
This is a China based OEM camera company. They are located in Shenzhen. The brochure was very well done and the camera designs modern. The cameras, all still, are quite simple. They are based on the reference designs of SunPlus Technologies and do 3mp cameras with CMOS sensors and glass lenses. They are fixed focus. The price is $60 - $70 for 100,000 units FOB Hong Kong or Shenzhen. It was very easy to discuss the market and technology with iTech. They were brimming with enthusiasm on the potential of the market – basically we only need to get a few percentage points of share and we will do well.
This booth was just a white wall with a door. Nothing to show, only a place to sit. I was fortunate to find the VP for the DSC business Unit outside talking with a competitor. All the other times I have passed the booth, the door has been closed. M.F. Yen began by stating they built 3.5m cameras last year, and could not build any more. Alteck could reach 6m this year. If so, this company has 6 - 8% of the market. Their cameras use CCDs and have glass lenses. They have their own processor. The camera designs also support auto focus. Much to my surprise they get their glass, i.e., optical assemblies, from Japan. This is especially important for zoom lenses. It is his view that the Taiwan optical industry is not to the quality level required for many but the low end cameras. Cameras at the low end of the market, which Alteck does not make, will use CMOS and have lenses of glass or plastic. For these cameras the optics be they glass or plastic are sources in Taiwan. One of the problems with plastic is water absorption. The quality suffers as one takes the camera into and out of the home. Altek works in three business models:
Altek has considerable experience in IQ optimization, however, some of our customers are more experienced and they choose to do some of the product optimizations by them selves. When asked which sensor technology is best for low light the response was blunt. CCD is not good but CMOS is even worse. Altek only does DSC and no video. The interfaces which they are being asked to support include Photobridge and increasingly camera docking stations. Even though the company supports USB this is being requested less and less. The PC is falling from the camera design radar screen.
The WAVE Report sought an interview the Premier Image Technology. This company was mentioned many times during our time at Photokina. We depart from the usual interview reporting given the response of Premier to our request. This is the “premier” supplier of cameras, both still and video, in Taiwan. The booth looked like a prison block. Entrance to the booth, which was no more than a line of closed conference rooms was watched continually. A woman manned a PC with scheduling software. If you are not on the list you did not get in. A customer asked to see someone, while I stood there, and was put off for 3 days. It was not clear everyone from the company was busy as many were just standing around outside the booth. There were also what appeared to be customers just waiting around. I spoke to some of these stringers from Premier as they stood outside and it was like a blank wall. This was not a language issue – they just would not answer even the simplest question. I finally spoke with Betty, the woman doing the scheduling. One of the problems I posed was that my questions were technical, such as, why use a CCD over CMOS? She “promised” me an appointment in the afternoon. My experience has been, if some one from Asia does not want to do anything, this is the “nice” way to put them off. With that I was back at 2pm to get the details of the appointment. Betty was surprised. She promised me that she would be prepared to see me at 5pm. I again stated that I was interested in technical information. With that I was back at 5pm. Betty was not there but Bo Liu, the Sales Department Manager was. He just wanted to chat. I insisted we sit down. He took me to a stool in the back and stood all the time while I wrote his responses to my questions. From the start he insisted that he only had 15 minutes. The conversation was amazing. He described how they are flexible in the way they do business with customers. But when I asked him how they work with a customer to select the imaging chip he thought this was not an issue because the customer had the design already completed. Another question was about the processing chip and he said he could not answer that question. I responded that I knew they used TI and he refused to comment. When asked about the trades between glass and plastic he said the design was already done. I pointed out that these are contradictions between the desire of the company to work with new customers and his insistence that they select only existing Premier designs was inconsistent. He said that yes they do want new business that is not from existing customers. Bo insisted that I had only 15 minutes. With that the “meeting” ended. It was made very clear that his performance did not reflect well on his company given its distain for the press.
The WAVE has known Mustek for many years, having toured their factories during the coverage of Computex some years ago. Their strength is scanners and they even sell these in their own name. Our attention to their booth was directed to a web cam in the shape of a soccer ball. In discussions that followed Mustek was both open and informative.
Chicony Electronics is known for their keyboards, one of the largest keyboard manufactures. Yet, the company has struggled to get beyond this product space. Some 5 years ago they entered the notebook market and it was a disaster. For at least the last 5 years they have been selling cameras. The booth also had a number of web cams on display. Another interesting discussion followed.
It did not take much to realize this company has a technical foundation we have not seen in most of the Taiwanese companies spoken to at Photokina.
We asked many companies – will you do a design of an imaging camera that works in low light? This was the only one to respond that they have the engineering talent to do so. Skanhex Technology
As Carl Zeiss made clear the technology of taking pictures is old and the core competencies run deep. Such experience provides a strong lever arm for entering digital market. Canon, Nikon, Fuji, Sony and JVC are innovators. Carl Zeiss is seeking a reentry, in part, with a cell phone camera module. HP is one of the few PC companies in this space while Kodak is an analog company which tries hard to make cameras. Thus, color science, imaging expertise and image processes are all skills that fit well in these new markets. Old science implemented in new technology. As we found out here at Photokina, this is a business driven by growth. Demand is not an issue. There is no excess capacity in plant or engineering talent. ***AirMagnet Unveils Next-Generation Wireless Intrusion Prevention System SUNNYVALE, Calif. AirMagnet has introduced the fifth generation of its product line with a new name to reflect its rapid adoption by enterprises. AirMagnet Enterprise, formerly known as AirMagnet Distributed, has shipped to more than 200 customers in its first year. AirMagnet makes Wi-Fi safe for a corporation's entire global network with distributed security and performance management. AirMagnet Enterprise provides the industry's most comprehensive intrusion detection and response, including location-based rogue tracing, and identifies over 120 security and performance threats. This enterprise-class solution also offers policy templates that ease compliance with government regulations and an infrastructure-agnostic approach supporting multi-vendor wireless networks. AirMagnet has seen rapid adoption of its security and performance solutions in industry segments where wireless connectivity has become an essential part of getting business done. For instance, retail and manufacturing customers are adopting Radio Frequency Identification (RFID) to streamline distribution methods and assembly lines. A US grocery chain with over 1,800 stores, Japan's largest automotive manufacturer, and one of the world's largest retailers of video and music have all turned to AirMagnet to ensure that their wireless networks experience zero downtime, which could result in the loss of inventory and millions of dollars in revenue.
CTOs and CIOs who already manage wired networks seldom get the extra budget and staffing they need to also manage new wireless networks. AirMagnet's SmartEdge Sensors act as a network administrator's remote brains and feet -- providing comprehensive analysis of distant Wi-Fi traffic and allowing for remote diagnosis and troubleshooting. AirMagnet's SmartEdge Architecture gives companies the means to efficiently and cost-effectively secure and support their wireless networks -- no matter how geographically dispersed their offices or what kinds of wireless infrastructure are in use.
AirMagnet Enterprise continually stands guard: monitoring the corporate network for trespassers, "rogue" access points (APs), and other malicious break-ins and attacks. AirMagnet's zero-tolerance approach to rogue APs and devices is accomplished through "3D" Rogue Control that detects, disables and documents unwanted devices. Unlike competitive solutions with simple, one-dimensional scans that miss sophisticated attacks, AirMagnet's 3D Rogue Control uncovers the full range of rogue devices.
AirMagnet doesn't simply monitor for rogues and intruders, but takes immediate action and can be automated to tackle more than 120 distinct security and performance threats even in the middle of the night. Intruders or network attackers can be stopped in their tracks with automated wireless and wired-side blocking, the first such solution to market. AirMagnet Enterprise also allows users to set policies for automatic escalation of security measures and responses, and to create a tiered notification system to contact appropriate personnel for follow-up action. AirMagnet's unique analytic engine can detect many intrusions missed by other products, including Honeypot APs, the new Queensland University exploit, ASLEAP vulnerabilities, and Man-in-the-Middle attacks. http://www.airmagnet.com/products/assets/AirMagnet-Enterprise5.pdf ***AMD Unleashes the New Leader In PC Performance: The AMD Athlon 64 FX-55 Processor SUNNYVALE, Calif. AMD has introduced its AMD Athlon 64 FX-55 processor, the PC processor for enthusiasts and hard-core gamers. The AMD Athlon 64 processor 4000+, also announced, provides businesses and consumers with world-class performance and enables a more secure computing environment. These new additions to the AMD Athlon 64 processor family represent the next leap forward in desktop computing, providing exceptional performance on 32-bit applications today, with the ability to migrate to 64-bit applications. As the only Windows-compatible 64-bit PC processors, AMD Athlon 64 processors are enabling new, cinematic computing experiences. Thomson, world leader in integrated solutions (technologies, equipment and services) for the media and entertainment industries and co-inventor of mp3, plans to release an AMD64-optimized version of their audio industry standard Fraunhofer mp3 encoder. To meet the growing demand from gamers and enthusiasts to raise the bar on high-performance desktop systems, Alienware is among the leading manufacturers planning to offer AMD Athlon 64 FX-55 processor-based systems. Fujitsu Siemens Computers, the leading European IT provider, will offer the SCALEO P A4000+, SCALEO T A4000+ and SCALEO X A4000+ series based on the AMD Athlon 64 processor 4000+. AMD Athlon 64 processors are the first 32- and 64-bit desktop and mobile processors designed with Enhanced Virus Protection (EVP) capabilities. When enabled by Microsoft Windows XP Service Pack 2 (SP2) or Windows XP Media Center Edition 2005, EVP offers an additional level of integrated security to identify and prevent the spread of certain malicious viruses, as well as certain computer worms and Trojan horses. AMD Athlon 64 processors also provide innovative system-level features including Cool'n'Quiet technology. An advancement in PC technology, Cool'n'Quiet offers efficient performance-on-demand, enabling an "always on" PC to run quietly in any room. ***Research and Markets: Greater Chinese Motherboard Industry Volume Grew 7.3% to 29.3 Million Units DUBLIN, Ireland Research and Markets has announced the addition of 'The Greater Chinese Motherboard Industry, 1H 2004 and Beyond' to their offering. Improving economic factors combined with slowness from seasonal effects produced slight year-on-year growth for the Greater Chinese motherboard industry in the second quarter. Volume grew 7.3% to 29.3 million units, a 12.9% decline sequentially. Heavy focus on value-line offerings cut second quarter ASP by nearly 10%. In the second half of 2004, growth is expected to come from mounting demand in emerging markets, new rollouts, corporate replacement, and continued price cuts on mature offerings. List of Topics Quarterly shipment volume forecast up to 2Q 2005; special discussion on bundling collaboration between chipmakers and motherboard players; 1H 2004 review with assembly level breakdowns of Greater Chinese motherboard shipment volume, value and ASP, connector types, chipset adoption, production locations, shipment destinations, and business types; motherboard maker and chipset supplier profiles. Companies Mentioned ABIT, Acer, AMD, ASUS, ATI, Biostar, Dell, ECS, FIC, Foxconn, Fujitsu- Siemens, Gateway, Gigabyte, HP, IBM, Intel, Lenovo, Medion, Mitac, MSI, NEC, nVidia, QDI, SiS, Tatung, ULi, USI, VIA http://www.researchandmarkets.com/reports/c7685 ***Lexmark Introduces the Portable P315 Snapshot Photo Printer LEXINGTON, Ky. Lexmark International, Inc. (NYSE:LXK) has unveiled a breakthrough in photo printing with its introduction of the Lexmark P315 Snapshot photo printer, which offers the latest in photo printing ease-of-use features designed to uncomplicate the process of producing high-quality, 4" x 6" images. This is a truly portable photo studio that does not connect to a computer. Consumers can print borderless, 35mm-quality images directly from most digital cameras or memory cards in any room of the home or in their office. The Lexmark P315 also allows easy editing for customized prints that can be produced as fast as 38 seconds*.
Light and compact with a built-in handle for easy mobility, the Lexmark P315 is essentially a photo lab that can be used anyplace with an electrical outlet. Key features designed to simplify the photo printing process include:
In addition, the Lexmark P315 is fast. Consumers can create borderless 4" x 6" prints as fast as 38 seconds*. -------------------------------------- Copyright 2005 4th WAVE, Inc. To subscribe to WAVE go to To unsubscribe also use the Wave Report Home page or send the preformatted UNSUBSCRIBE message: Previous issues of WAVE, as well as other info can be found at http://www.wave-report.com Comments on or questions about the WAVE may be sent to: or the below individuals below: John N. Latta - Editor-In-Chief Michael Robertson - Web Editor The WAVE Report may be redistributed in full for individual readership and posted to newsgroups, Web, and FTP sites. This publication may not be reprinted or redistributed for profit. Short quotes are permitted but must be attributed to the WAVE Report. 4th Wave retains the copyright to the WAVE Report.
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