April 19 message, according to foreign media reports, yesterday, Oracle CEO Mark Hurd said that now is the era of data explosion at an alarming rate of growth, the amount of data around the world is 10 million trillion the amount of data from 2005 eight-fold increase by 2011 is expected in 2020, the amount of data may reach 35 million trillion.

It is understood that data as a network of hot words, has recently been frequently mentioned. In fact, the global industry giants have been aware of the arrival of the "era of big data", have technology integration through the acquisition of large data vendors.

On the cause of the explosion of large data, said Mark Hurd, the hands of users of mobile phones and mobile devices is an important cause of the explosion of the amount of data to users around the world with five billion mobile phones, of which 2 billion for smart phones, This is equivalent to 20 million units in the 1980s IBM mainframe in the hands of consumers.

To industry experts, there are three major trends in the industrial development of the era of large data. First, applications will be pan-Internet technology; the second is the vertical integration of the industry will be more close to the end-user enterprises have a greater say in the industry chain; data will become an asset. These three trends around data expanded, pan-Internet is an important channel of data collection, there is no Pan-Internet application software, the companies would be difficult to get the user's behavioral data; industry vertical integration of the data use level, by gathering a large number of users data closer to users, a better understanding of the user, provide more suitable services; data assets more emphasis on the data of strategic significance.

Speaking of the "era of big data." Said Mark Hurd, more and more enterprises are now more opportunities and challenges, challenges mainly from three aspects: the safety of IT systems, vendor management and human development capabilities, and data processing capability, storage problems . U.S. companies, for example, buy American business program were 20 years ago. The lack of updates, and spent a lot of effort and expense in maintenance. IT budgets are mostly to maintain the old program, and really for productivity improvements less. Which is extremely unfavorable to the development of enterprises and improve the competitiveness of

Therefore, the industry generally believe that the large data that does not mean to subvert or replace the original investment through platform integration strategy, the expansion of the original data platform is an important development direction of large data solutions. In data storage and performance optimization, IT vendors can provide enterprises with a variety of technical path, companies must understand what technology can effectively help themselves to reduce costs, improve operational efficiency.

Finally, Mark Hurd from four aspects, sums up his views and opinions:

First, simplify the IT environment, and why the customer to provide a standardized product.

Second, the integration of vertical integration, the environment for users to create and more concise.

Third, to provide specific solutions to various industries.

Fourth, to build a better cloud environments and cloud services to provide better products to customers.

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Parallel phone has been somewhat ambiguous, was it as a living tool, and even made the family business, but it was therefore in jail.

Not long ago, the one called "blue excellent digital" Taobao Crown stores to attract the attention of the Shenzhen Customs. Mocha, the customs officers found a large main Apple products dealer owned stores in 100 cities across the country, 10 before the shop opened two years, sales ranked Taobao phone class vendors, the average monthly shipped nearly 20,000 units, and its cargo is non-normal channels into the "parallel".

Customs judge a purchases in Hong Kong smuggled smuggling syndicates - the use of "water off" ant "products with immigration, public sale on Taobao.

Smuggling There are many ways a personal concealing a car license to use the two. "Parallel importers" First Financial Daily "one steeped in the mobile phone industry chain for many years.

Cool market official said the crackdown in the past weak, some operators even feel that they do legitimate business, individual stalls and even the same as the mobile phone chain, pay attention to brand and quality, in order to more repeat customers. Shenzhen Lo Wu Control Point "water off" smuggling almost has shown professionalism, the formation of "water" and hinder the anti-smuggling, washed off the chain.

Apple agitation led to the parallel hot, a parallel mobile phone operators revealed that Apple products smuggling profits of more than 10%, cattle will help pushed up.

IPhone4S phone, for example, "water off" each with a cargo entry for each can profit about 10 yuan to 50 yuan, and the consignors and the organizers of water off profit of about 300 yuan to 500 yuan. "Water off" looks much profit through smuggling, one down, the monthly income of up to 5000-10000 yuan.

"Middle of the operating costs of small, Shenzhen, Hong Kong SAR as a base of the country and around the parallel distributors to Shenzhen in order to cash delivery, cash flow is quite fast." The mobile phone operators, operating parallel trading of a pole.

They are usually in Shenzhen and Guangzhou with a total delivery point, around the corresponding agents. Small dealers getting goods from local distributors, directly to Shenzhen and Guangzhou pick up, and parallel business disloyal degree.

It is reported that domestic sales of parallel machines accounted for more than 10 percent of the country's overall sales. Du Juan, an analyst at Shiner, said the price advantage of parallel machines impact the price system, exert a profound influence concentrated in the low-end market, domestic mobile phone. Because, the latter not only have to pay 17% tax, as well as high R & D, testing, advocacy, service and other costs.

The "two sessions" this year, Lenovo Group chairman Yang Yuanqing when it comes to the price of Lenovo products abroad cheaper, also mentioned the tax issue. At that time, analysts said parallel no problem.

The General Administration of Customs have seen this situation. The Department is responsible has said that the different channels for smuggling of "parallel imports" is not only a great impact on national tax, and disturb the market order, damage to law-abiding dealers profits, market share, damage the brand image of the "Apple" and vendor sales have a negative impact. Because almost all of the "parallel" products there is a certain degree of defects in recent years, frequent exposure to quality and service issues, no doubt, to the purchaser, licensed distributors and manufacturers have a negative distress.

Last year, the staff of the General Administration of Customs in Shenzhen, Zhuhai Port organization launched a crackdown against parallel imports smuggling.

Before the survey of the 500 million yuan Apple smuggling case, the Shenzhen Customs has previously locked the water off, and start from immigration-related information, screening of suspects from a number of data to determine the true identity. The data show that the blue excellent digital person in charge for the nine-way exit permits, and all within the validity period.

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There is a story: The president of a business to listen to people talk about cloud computing, told CIO, said: "to find the point of cloud computing to me." The CIO told IT managers: "look at cloud computing." IT manager "We started on cloud computing." the story said that cloud computing still stuck in relying on the concept of a meal with the men. In fact, after several years of baptism, more and more companies have not been confused by the concept of the blind on the ground Ma  is calculated. Cloud computing to convince users, need to come up with more and more the real thing.

Cloud computing whether for the enterprise value? Different suppliers according to their own advantage, opinions, and convenient management, cost savings are one of the reasons. Chongqing Cloud Bo at the just concluded by AMD with the concept of "value cloud" is refreshing, it seems a good answer to this question.

Value of cloud as if only the means to create value for customers, in fact, its meaning is not only from AMD Deng's speech, we feel that the "value cloud" means starting from the actual needs of customers with innovative products and technologies to provide customers with customized cloud. Also means a close collaborative innovation with partners to build a cloud computing "value ecosystem for our customers," tailored "cloud applications, and ultimately the whole industry chain" value cloud ".

With cloud computing, ordinary users can access the network through a terminal device anytime, anywhere, cloud data sharing and management, such as uploading and downloading documents. For businesses, free access to a variety of highly scalable, flexible IT resources, rapid deployment of enterprise applications, under the premise that does not increase the investment in hardware, to meet the needs of business growth.

Introduction of the concept of "value cloud" is not only the results of analysis and practice of AMD over the years in the area of ??cloud computing, cloud computing is the practice requirements, large-scale arrival of cloud computing this year, the deployment and application of cloud computing has become a priority.

Cloud computing landing requires several aspects of the conditions are ripe. First, the background processing capabilities, scheduling the ability to reach a considerable level; Second, there are enough mature application mode; Third, the terminal have sufficient capacity to meet the cloud application presents.

In the background processing capabilities, computing technology, especially in the upgrading of the processor technology is critical. Background processing capabilities include not only the computing power, also includes I / O throughput capacity, a number of core data exchange capability. In addition, in order to guarantee the same time, floor space, cooling, power supply and other surrounding facilities to enhance the background processing of pressure not to too much processor power consumption is also very important. The value for users is a lower total cost of ownership and higher performance.

In application mode, flexible scheduling and management of computing power is critical. This in turn based on the processor support for virtualization, to enhance the ability of the expansion of memory and other computing resources, as well as higher core density. This provides users with the value of the optimal allocation of resources and maximize use.

In the terminal at any time, in order to allow end-users need a variety of resources to smoothly from the cloud, the terminal must have strong capabilities, including computing power and graphics capabilities, and can provide long battery life to ensure that users anywhere application of cloud computing. This value for the user is seamless application experience.

From the "cloud computing" to "value cloud" of the transition is to continue to meet the needs of users in the above three areas, to provide users with value. As the pioneer of the concept of "value cloud" and promotion, AMD is in these areas to make their own efforts. From the server side, AMD is committed to tackling key problems of the low-power, nuclear density, open platform architecture and virtualization. In the terminal, AMD give full play to the advantages of the graphical display, the introduction of the APU products to further optimize the cloud terminal experience feelings. Clearly, AMD has the technical aspects of "value cloud" laid the foundation.

In fact, the "value cloud" in a foreign country is not a new concept, the concept of the value of cloud is a lot of users into a cloud application. At present, the global two million Opteron processor is used in cloud computing, in this process, AMD achieved the best per watt of energy, significantly reducing power consumption, improve memory bandwidth and capacity, support lines the rapid development of the industry in customer business. Microsoft  to select the AMD Opteron as the only processor in the Windows Azure cloud services platform; Facebook's data center is using the AMD custom server technology.

The good news is that China cloud computing landing environment, users demand more and more detailed, driven, many enterprises have started to focus on emphasizing the value for the user. From Beijing, Chengdu, Wuxi and other cities in the cloud project to many OEM launched a variety of terminal APU-based, value is increasingly becoming the core concepts of cloud computing. This will also promote cloud computing is no longer the concept of the clouds, but feel the Gan.

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April 18 message, according to foreign media reports, market analysts on average expect Microsoft will release the next generation Windows operating system at the end of this year, but driven by PC sales rebound, Microsoft has ended the third quarter still will be than the market expected.

Microsoft will release its third-quarter earnings after the closing of the U.S. stock market Thursday. FactSet Research statistics show that market analysts on average expect Microsoft's fiscal third-quarter earnings per share will be $ 0.58, on revenue of $ 17.16 billion. Microsoft last year over the same period revenues of $ 16.43 billion, and earnings per share were $ .61.

In most people put the focus on the upcoming release of Windows operating system, there are still some market analysts expected, as the world's largest software developers, Microsoft's revenue may be subject to the super market for PC sales are expected to boost . U.S. investment firm Raymond James analyst Michael Figure Ritz (Michael Turits) on Monday released a research report, "PC-based and strong retailer sales data, we expect Microsoft's performance with upside potential." Figure Ritz, Windows, Windows Live and Microsoft Business Division revenue will increase. The analyst is given in the report, Microsoft's stock "outperform" rating and target price of $ 34.

Microsoft released earnings at a time when investors regain the confidence of the company's stock. , Microsoft's stock has risen 27 percent this year. The company's shares rose in Monday's trading session $ 32.95, hit a new high of 52 weeks. Tuesday on the Nasdaq Stock Market regular trading, Microsoft shares rose $ 0.37, or 1.17 percent, to close at $ 31.44.

The market research firm Gartner and IDC released a report last week, both the first quarter, worldwide PC shipments increased by about 2 percent from a year earlier. The two companies had been expected at the beginning of this year, affected by the hard supply problems caused by floods last year, Thailand, the quarter PC shipments fell about 1 percent.

Walter Pritchard, an analyst at investment bank Citigroup (Walter Pritchard) in investor reports, Microsoft's stock a "buy" rating and price target of $ 35. However, the analyst insists that, to some extent, the rising trend of the PC market will not bring significant results to Microsoft's performance, the reason is that Microsoft will be released at the end of Windows 8 operating system.

Analyst at Royal Bank of Canada Capital Markets (RBC Capital Markets in New York) Robert Bu Leizha, Robert Breza said on Monday that Microsoft's upcoming conference call, investors should focus on three points. First, Nokia Lumia 900 smart phone equipped with WP7 operating system, the latest sales data;, Microsoft how to manage their own expenses and capital expenditures; Third, the Windows operating system release.

Bulei Zha said that the biggest problem is that Microsoft will be released when Windows 8, as well as the operating system is able to run on Intel or ARM architecture computers and tablet PCs. The analyst said, "We believe that the vast majority of investors expect that Microsoft will be released between September and October, at the same time operating system for Intel or ARM architecture."
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April 18 morning news, according to informed sources, Google's original acquisition of Motorola's mobile just in order to enhance the patent strength, but still want to catch up with Apple, development and design of smart phone hardware and software products to take in the market of smart phones and tablet PCs .

Google announced last summer to spend $ 12.5 billion acquisition of Motorola Mobile, said the acquisition is to obtain the latter patent, in order to deal with intellectual property litigation. In order to alleviate the concerns of the other partners, Google also promised not to favor Motorola Mobile, it will not fight against other third-party companies that using Android system, even said that would be built between the Motorola mobile hardware development, and Google's operating system business from the "firewall".

However, informed sources revealed the truth. But need to be clarified is that Google's ambition is not to re-introduce a Nexus One simple as that, this phone is designed by third-party vendors and aim to demonstrate the Android. Google hopes to scale new heights, with a business like the iPhone.

The industry believes that, regardless of whether Google will deploy the plan, some partners worry about already formed. Samsung and HTC, to occupy the leading position in Android vendors have come to realize that Google's intentions, and expressed outrage. One involved in relevant talks with executives revealed that partners always express Google's angry and frustrated feelings. These enterprises may jointly require Google to sell Motorola Mobile phone business.

In fact, there is precedent for such a joint opposition mode: set-top box is also Motorola's an important business. In announcing the acquisition plan, Google is also aware of the need to retain the business: Google the TV without success, while Google still want to grab a place in the living room battle. As a result, the number of cable system operators join forces to oppose the plan, and threatened war on Google. Google is the ultimate retreat, agreed to the sale of set-top box business.

Therefore, the Android smart phone manufacturers may also follow the same measures. But negotiations are still underway, the transaction is waiting for regulatory approval in China. However, the industry believes that the size, strategy, and geographic location vary greatly, so third-party Android mobile phone manufacturers can not timely alliance, forcing Google to sell mobile phone business.

However, Google still may encounter a small resistance. For example, some smart phone manufacturers have begun to develop products for the Microsoft Windows system.

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April 18 morning news, according to informed sources, Google's original acquisition of Motorola's mobile just in order to enhance the patent strength, but still want to catch up with Apple, development and design of smart phone hardware and software products to take in the market of smart phones and tablet PCs .

Google announced last summer to spend $ 12.5 billion acquisition of Motorola Mobile, said the acquisition is to obtain the latter patent, in order to deal with intellectual property litigation. In order to alleviate the concerns of the other partners, Google also promised not to favor Motorola Mobile, it will not fight against other third-party companies that using Android system, even said that would be built between the Motorola mobile hardware development, and Google's operating system business from the "firewall".

However, informed sources revealed the truth. But need to be clarified is that Google's ambition is not to re-introduce a Nexus One simple as that, this phone is designed by third-party vendors and aim to demonstrate the Android. Google hopes to scale new heights, with a business like the iPhone.

The industry believes that, regardless of whether Google will deploy the plan, some partners worry about already formed. Samsung and HTC, to occupy the leading position in Android vendors have come to realize that Google's intentions, and expressed outrage. One involved in relevant talks with executives revealed that partners always express Google's angry and frustrated feelings. These enterprises may jointly require Google to sell Motorola Mobile phone business.

In fact, there is precedent for such a joint opposition mode: set-top box is also Motorola's an important business. In announcing the acquisition plan, Google is also aware of the need to retain the business: Google the TV without success, while Google still want to grab a place in the living room battle. As a result, the number of cable system operators join forces to oppose the plan, and threatened war on Google. Google is the ultimate retreat, agreed to the sale of set-top box business.

Therefore, the Android smart phone manufacturers may also follow the same measures. But negotiations are still underway, the transaction is waiting for regulatory approval in China. However, the industry believes that the size, strategy, and geographic location vary greatly, so third-party Android mobile phone manufacturers can not timely alliance, forcing Google to sell mobile phone business.

However, Google still may encounter a small resistance. For example, some smart phone manufacturers have begun to develop products for the Microsoft Windows system.

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AMOLED (Active Organic Light Emitting Diode display) has been the Korean panel factory specializes almost exclusively market. In the 2012 International Consumer Electronics Show (CES), Samsung and LG Electronics launched a 55-inch AMOLED TV, and declared that this year will start mass production. Display according to NPDDisplaySearch the latest report, Samsung will be the end of the second quarter of this year to start a monthly production capacity of 6,000 pieces of glass substrate AMOLED eighth-trial program. LGDisplay also have a monthly production capacity of 8,000 pieces of glass substrate AMOLED eighth-trial program. It is reported that the technology had mainly used in mobile phone panel.

Korean plants continue to dominate the AMOLED market

It is understood that the above two schemes are eighth-generation line, are the early stages of the AMOLED TV panel production plant, but the technology is different. According to related statistics, Samsung small mask scan (SMS) + low-temperature polysilicon backplane + RGB organic light-emitting material deposition technology, LG Display oxide TFT + white AMOLED color filters, these two technologies have advantages and disadvantages. Samsung's technology is primarily focused on high-performance and high quality, the LGD technology is focused on mass production and low cost.

NPDDisplaySearch aspects that, in reality, the technology is not the most important factors, the most important factor is whether the market is ready to accept the AMOLED TV. According to the situation, the only South Korean panel makers this year to produce AMOLED TV panels, so they may continue to dominate the AMOLED market.

Appliance industry observers Liangzhen Peng, Chinese and Japanese manufacturers in OLED technology lagged behind the South Korean manufacturers. Liangzhen Peng said, Samsung AMOLED eight-generation online planning and investment, a very important reason is that the AMOLED mass production of products is mainly concentrated in the relatively small size of mobile phones and other electronic devices.

Liang Zhenpeng think, but for the large size television the AMOLED always can not be economical for mass production, Samsung's investment in AMOLED panel line is simply trying to large-size AMOLED panel production increases, making their costs lower. Even so, in the last two years, its may not be able to enter the field of mainstream flat-panel TVs. Expected end of this year or next year there will be sporadic the size of the product market, but still mainly technology demonstration of the product, its price will be very high.

AMOLED TV prices will be higher

Samsung and LG Display would like to take so that competitors can not catch up with AMOLED TV panel technology breakthrough. NPDDisplaySearch analysts believe that the Korean manufacturer's point of view, the TV market will eventually saturated, in other words, panel prices will become the dominant factor in the market. However, due to the TV panel prices continue to slump, resulting in the South Korean companies can not take advantage of economies of scale cost advantage to get rid of the competition from China and Japan, Korea plant can only continue to adopt new technologies (such as LED backlight, 3D, ultra-thin, narrow borders, etc.) imported into the TV panel, hoping to increase the added value, maintaining the gap with China, Japan.

The same time, Samsung and LG Electronics, two major TV brands, under the pressure of competition with other brands, but also an urgent need for a can to make their flat-panel TVs show the difference of the technology. Therefore, this means that the needs of the AMOLED TV is not the actual demand side of the terminal market consumers, but driven by the needs of manufacturing flat-panel makers. In other words, the beginning of the AMOLED TV development will be a seller-driven market, rather than the buyer's demand stimulated.

AMOLED TV has not yet been launched or not, and costs as well as smaller economies under the adverse conditions of AMOLED TV would surely be the same size LCD TV prices 3-4 times higher. "NPDDisplaySearch explained AMOLED TV can not be rendered technically the advantages, you can not expect consumers will pay a higher price than the LCD TV to buy.

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Yesterday, the technology of touch screen stocks long letter a with Intel to jointly develop the announcement of the 18.5-inch integrated capacitive touch screen and a strong limit. Brokerage electronics industry, researchers generally believe that the electronics company's bright spot this year, is higher with the associated degrees of Ultrabook (ultra-pole version) and Apple products, cyclical electronics companies due to the higher valuation, even if the second half of the consumer electronics high season, are difficult opportunity. The Ultrabook using touch input, and will bring a whole new market of between 11 inches to 13 inches, medium-size touch screen incremental. Recent science and technology with a long letter Ophelia light, the company last year's fourth quarter production and sales and profits of the touch screen to increase substantially in the first quarter of this year, an increase of 250% - 300%.

Highlights for this year is to touch the screen

Technology 2011 Annual Report of the long letters than last year, the results of the growth rate slowed down, but still beautiful, and last year achieved revenues of 589 million yuan, up 22.0 percent; attributable to shareholders of listed companies net profit of 153 million yuan, an increase of 30.2% . The company's 2011 gross margin was 38.4%, down 0.2 percentage points; net profit margin of 25.9%, an increase of 1.7 percentage points. The company said, This is mainly due to the number of IT O conductive glass production line 2; adjustment of product structure, increase the production of low resistance TN, ST N, IM, the IT O and other new products in the whole annual sales growth of 5 % based on the results of main business revenue growth of 21.9%; to strengthen cost control, under the adverse impact of raw materials and rising labor costs to maintain the gross margin is basically stable.

Technology growth performance of older letter 2011 mainly due to its main business IT O conductive glass, but this part has already begun to decline, therefore, one of the company's quarterly decline, the company expects the first quarter of 2012 net profit of 32 million yuan to 38 million yuan, a year-on-year change in magnitude of -13.01% to 3.30%. The company said the main reason for the 2012 first quarter is the traditional industry market sales season, coupled with since June 2011 until February 2012, the IT O conductive glass market decline in product shipments. But since March, the market began to flourish; company to obtain some government subsidies in March, making 2012 a quarter of expected net profit was essentially flat with a year earlier.

While this year's results bright spot is that the touch screen the amount of production, the company's 2011 annual report revealed that, super-raised item 2 .5 G-capacitance-type touch-screen projects (small and medium size) in March 2012 began to heavy volume of production, 3G Capacitive Touch Screen projects (in large size ) project will be put into production in June 2012. A pilot line imported from Japan in early 2012. The ultra-raise one of two high-grade ST production line project in a production line put into use in June 2011 and put into use after full production. Another production line designed multi-purpose production line to the end of 2011, the design of the production line have been identified and the equipment purchase contract was signed in early March 2012, is expected in July 2012 installation is completed and put into use.

The current round of market driven by innovation

Long letter released yesterday announced that the recent years, the company is committed to the capacitive touch screen (CT P-SE N SO R), development of new products will be available for 85% of the super-raised funds for investment capacitive touch screen project. Currently the project is progressing smoothly. Touch new products since the second half of last year, the U.S. Intel (IN TEL), after inspection, research, decided to choose our company to develop new touch, the development of the 18.5 inches of integrated capacitive touch screen (the OGS), the kinds of The capacitive touch screen equipped with in-One Printer (AIO) computers and ultra-pole notebook computer (U ltrabook). The company successfully developed the 18.5 inches OGS capacitive touch screen.

Cyclical electronics stocks and growth stocks this year, the difference lies in whether the size of the correlation degree and the U ltrabook and apple industry chain, which has become the consensus of most brokerage electronics industry researcher. Therefore, these companies have a certain amount of imagination, better to improve the expected performance.

From the demands of the touch screen, the data show, March industry boom to pick up signs of Everbright Securities researcher Zhou Lai Qian is expected this year is expected quarterly basis to Ophelia light of the touch screen of the 2011 Annual Report of the fourth quarter, and sales and profits have increased dramatically, and ultimately profit for the year. A quarterly report of the company is also very beautiful, is expected in January 2012-March net profit of about 2000-2300 million, an increase of 250% -300%; basic earnings per share of about $ 0.10-0.12. The company said the pre-investment projects continue to achieve the intended use and performance of the company with the expansion of the scale of production and marketing. The day before the Ophelia light rose.

However, in accordance with the laws of the electronics industry, in the second half is shopping season, electronic stocks generally higher. CICC analyst Zhao Xiaoguang, technological innovation in the second half of the year to bring the consumer electronics market, half of the industry opportunities in the second quarter, beginning to show. Due to low base in the first quarter of this year, in the second half of the stock market can continue into the New Year's Eve. But this is a stock not to the capacity of driven, but innovation-driven, strong Hengqiang and performance differentiation will be staged.

The long letter also warns that one machine (A IO) equipped with a the OGS capacitive touch screen is still in just successfully developed stage, still can not determine when products will be able to mass volume market, the company will pay close attention to the industry technology developments, further improve the product 18.5 inches OGS capacitive touch screen. In addition, Ophelia light, also said that 2012 domestic manufacturers capacitive touch panel production line put into production, market supply is growing rapidly, the risk of capacitive screen the market price will have a certain level of decline.

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