Awk, there seems to be confusion,
So this is my take of what is:
1.
a. The Galaxy tabs, they use an Nvidia Tegra, and by my understanding, Trusted Logic’s trusted Foundations which affords leveraging of Trustzone architecture. This dual OS architecture allows for a secure OS that allows for secure execution, and (IMO) formed the basis for which the Samsung-Galaxy-SED-Wave demo was built. No TPM. Trustzone with the Secure OS which as I understand it reserves certain registers (or whatever) for only the secure OS, never letting the normal OS play in certain spaces.
b. This provides little near term opportunity as described in the 8-k. Wave is not providing a bundled ESC/TSS package to lump onto NVidia/ARM/TZ. This only represents (currently) a management opportunity for Wave, an opportunity for server software, but is likely not the sort of device the latest 8-k spoke towards.
2.
a. The Samsung Series 6 and Series 9 laptop/notebook/ultrabook machines. These are Wintel machines with TPMs in their spec.
b. These provide an immediate opportunity for bundling of ESC/TSS. They are marketed towards high end BYOC users.
3.
a. The Samsung Series 7 tablets. Again, a Wintel machine in some cases apparently with a TPM.
b. These provide an immediate opportunity for bundling.
* On the 1,2,3 above, a good number of 1 moves (sales volume), less so 2 but rapidly growing, I can’t speak towards 3 … my normal sources don’t have it on the map.
I don’t know if people are being deliberately confused or if Wave is as confusing as they can be … but it seems to me any near term bundling effects come largely from Samsung’s Series 6 and 9 notebook/ultrabook market.
We are talking maybe 10-20m machines tops, cut it in half for models without TPMs and one is looking at something like a potential (when up an running) of some $5-10m p/yr as a not so unreasonable ballpark of what one might expect (about 1/4-1/2 of Dell).
Sure there is all the other stuff that may, might, could, should or will be … but as far as deployment vehicles on the ground, that is what I am seeing.
The big piece of the pie, the Galaxy tabs, are not in the picture (at this point).
Indeed providing a client aspect, a bundled client aspect to any ARM device seems ultra-speculative.
| 