Tag: samsung

HTC in Google tie-up

google-ICA report claimed that HTC, which has wobbled quite a bit over the last few years, is set to cooperate with Google on its next tablet.

According to Taiwanese wire, Digitimes, the two companies will jointly launch the Nexus 10 tablet.

HTC hasn’t had a great deal of success in the tablet sphere and Google has consorted with other manufacturers including Asustek and Samsung to create previous versions of Nexus tablets.

The big question is whether it is too little and too late for HTC to make progress in the tablet arena, given that there are already so many players.

Although its recent smartphones have been hailed as good bits of kit, it seems that a  lack of coordination and marketing know how has prevented HTC doing as well as it should have.

A billion smartphones ship

threeiphonesIDC said that a billion smartphones shipped worldwide.

There are over seven billion humans on the planet.

IDC said that that vendors sold 1,004.2 million smartphones – a rise of 38.4 percent from 2012 – which equates to 725.3 million units in 2012.

And smartphones accounted for 55.1 percent of all mobile phone shipments in 2013 – a rise from the 41.7 percent smartphone share in 2012.

Samsung was the market leader, with Apple, Huawei, Lenovo and LG occupying the top five vendors.

Samsung shipped 313.9 million units in 2013, Apple 153.4 million, Huawei 48.8 million, LG 47.7 million and Lenovo 45.5 million.

“Others” exceeded Samsung by shipping 394.9 million units during 2013.

Samsung trims its notebook sails

Samsung HQ in CaliforniaIn further evidence that the market for X86 notebooks is on the wane, it appears that Korean giant Samsung has decided to cut down manufacturing the beasts.

According to Digitimes, it will only ship seven million notebooks during this year – that’s a drop of over 40 percent compared to 2013.

The wire said that Samsung wanted to ship 17 million notebooks last year but only managed to sell 12 million units.

Further, it has no plans to launch new notebooks in 2015, unless they are Chromebooks, Digitimes claimed.

Samsung was unavailable for comment.  Last week the giant released results that were slightly dented by a fall in demand for its range of smartphones.

Tablet sales soared in last quarter

ipad 3Rather as expected, global tablet shipments in the fourth quarter of 2013 showed a 29.8 percent rise compared to the same quarter a year before.

That’s according to the research wing of Digitimes, which thinks 78.45 million units shipped during the period.

But the research doesn’t spell particularly good news for Apple.  It hogs 29.7 percent of shipments, other vendors account for 36.6 percent, while white box units represent 33.8 percent of the market.

According to Digitimes Research, the Android OS represent 51.2 percent of shipments, Apple’s iOS 44.9 percent and Microsoft Windows based tablets a trifling 3.9 percent.

Breaking the market share out, the research showed Apple at 29.7 percent, Samsung 17.4 percent, Amazon 5.4 percent, Lenovo 4.2 percent.  Acer, Dell and HP trailed with market shares of one percent or below.

Samsung sees profit dent

Samsung rules the roostGiant chaebol Samsung said its profit fell in the quarter between October and December.

Although it delivered net profit of £4 billion, it faces competition on its successful mobile phone francise.

In addition, it was also hit by currency movements and paid out a big bonus to its employees to celebrate 20 years of its glorious chairman’s hand on the tiller.

Mobile phone revenues  fell by 18 percent compared to the previous quarter in 2013.

It warned that competition on the mobile phone front would get tougher in 2014 but of course it is still a big player in the game.

Samsung readies a tablet blitz

Samsung rules the roostGiant chaebol Samsung is readying an assault on the low end tablet market with a range of cheapo machines intended to consolidate its place in the sector.

It will introduce a Galaxy Tab 3 Lite – a seven inch unit – which is set to be priced at $129, Taiwanese wire Digitimes reports. The machine will have a 1024×600 display, use a 1.2GHz Cortex A9 microprocessor, come with 1GB of storage, have a three megapixel camera and Android 4.2, the wire reports.

But it’s not leaving it there, it seems.  It will also introduce more seven inch as well as eight inch, 10 inch and 12 inch models this year.

Samsung remains second in the tablet market, behind Apple, but wants to be number one.

Unlike Apple, and many other players in the tablet market, Samsung has its own fabs and can source memory, microprocessor, display and other components as well as use its own machine assembly lines.

Intel ultrabooks face Apple threat

Intel-logoSamsung and Apple both have plans to release tablets with screen as large as 12 or 13 inches, putting further pressure on ultrabooks powered by Intel X86 processors.

Digitimes claims that the Apple unit will be made by Quanta with the likelihood that it will have a 12.9 inch screen, come out in October next year and will target the educational market.

Samsung, which is giving Apple a run for its money, is also rumoured to be releasing 12 or 13-inch tablets next year.

The same wire reports that Apple will introduce a large iPhone in May next year using a 20 nanometre microprocessor, with TSMC the foundry that has the win.

Big tab sales close to 300 million

ipad3A report from ABI Research said that something like 285 million big tablet brands will have shipped by the time Hogmanay happens.

The US market has shipped 70 million tablets from the likes of Apple and Samsung – representing a tablet for every four people.

But Apple’s big chunk of the market is showing some signs of erosion. In 2013, 51 percent of the installed base is represented by Apple’s OS and 40 percent Android.

Samsung had 20 percent growth in the third quarter of 2013, said ABI Research.

Apple upped its ASPs by one percent but shipments fell by four percent compared to the previous quarter and revenues fell about three percent.

AMOLED market set to take off

tv58The global market for materials to construct active matrix organic light emitting (AMOLED) panels next year will grow by 27 percent.

That’s according to a report from IHS, which predicts the market will be worth an estimated $445 million in 2014.

The leader of the AMOLED pack is Samsung which has pioneered the technique over the last five years by making three inch to five inch smartphone panels, according to Doo Kim, a principal analyst at IHS.

However, Kim says other manufacturers will “cash in” on growing demand for smartphones, telephones and other gizmos.

This LG Display introduced a TV panel and a flexible AMOLED panel, but Taiwanese firm AU Optronics have also entered the game.  Increased production of panels means the market will be more diverse with Samsung facing competitive challenges.

Wearable tech shipments to reach 64 million in 2017

wearable-techIn spite of what can only be described as copious amounts of hype, the wearable tech boom won’t materialise anytime soon, at least if Berg Insight is to be believed.

The research firm estimates sales of wearable technology devices will reach just 64 million in 2017. Worldwide shipments in 2012 reached 8.3 million, so the compound annual growth rate through 2017 should be rather impressive, over 50 percent. However, all that glitters is not gold.

Smart watches are already on sale and they are failing to gain much traction. Even Samsung’s Gear doesn’t appear to be getting a lot of attention. Google’s Glass is still not on the market, but with a very high price tag and numerous questions about privacy and good taste, it doesn’t look too promising.

Smart glasses, watches and fitness trackers still face huge technical challenges that will persist for years to come.

“A perfect storm of innovation within low power wireless connectivity, sensor technology, big data, cloud services, voice user interfaces and mobile computing power is coming together and paves the way for connected wearable technology,” said Johan Svanberg, Senior Analyst, Berg Insight. “However, today’s devices need to evolve into something more than single purpose fitness trackers or external smartphone notification centres in order to be truly successful” continues Mr. Svanberg.

That’s the second challenge. Wearable gear needs to be, well, useful – otherwise it will never gain mass market appeal. The ultimate problem with smart watches isn’t battery life or price, it’s the fact that they don’t offer much functionality. At this point they are basically a second screen for smartphones and due to limited battery life they aren’t very practical, either.

LCD monitor shipments slow right down

pc-sales-slumpShipments of LCD monitors hit 71.1 million units in the first half of the year, down 5.45 percent year-on-year. What’s more, the decline is expected to continue in the second half of 2013.

With a double-digit drop in PC shipments earlier this year, soft demand for monitors comes as no surprise. The market is hungry for mobile devices, there is plenty of demand for high resolution tablet screens, but not so much for traditional desktop monitors.

TPV still leads the market with a 35 percent share. Samsung ranks second at 12.7 percent, Qista came in third with 9.8 percent, while LG and Foxconn grabbed 9.6 and 7.6 percent respectively.

One way of getting around the slump is to focus on larger monitors and more value added products, reckons Digitimes. However, it is not very easy to come up with groundbreaking features in this market segment. Nobody will queue in front of a Regent Street shop for three days to buy a new monitor.

There is some progress though. Some vendors have started rolling out wider form factors, which should be popular among gamers. Curved screens are also around, but they are more of a gimmick at this point. UHD or 4K gear remains prohibitively expensive and it will be a few years before it goes mainstream.

Carnegie: US PC imports stumble

pc-sales-slumpAccording to an analyst note from Carnegie, world chip sales are likely to be largely untouched between the June to July – at one percent seasonally adjusted month by month – and $24.9 for the month.

A May spike could have been thanks to Samsung’s latest Galaxy handsets, but a drop in June could be down to clearing previous inventories of previous phone and PC models ahead of new launches.

Carnegie’s early indicator for the three month moving average of chip sales for July suggests a “modest improvement slightly better than the normal seasonal pattern”.

Korean chip exports were better throughout July and August compared to June levels. Other tech production in South Korea was on the up after a long slump post the Q4 iPhone and iPad boom.

Taiwanese production improved over July thanks to electronic components and parts, however, overall it was held back by a weakness in high end smartphones and a drop in TV manufacturing.

Japan has been losing market share in semiconductors to other countries in the APAC region, in particular China and Vietnam. A sharp drop in chip segments was noted for Japan, with Carnegie adding an overall drop in Japanase consumer electronics market share and less production in Japan likely contributed.

Carnegie estimates world semiconductor sales will drop by one percent for the year.

Carnegie warned that US PC imports have been weak since March – and that the numbers could include tablet computers. Meanwhile, retail sales are sluggish for tech categories. Some of this is attributed to shopping patterns, as internet sales replaced buying through brick and mortar stores.

US inventory levels for electronics fell sharply, with leading retailers like Best Buy slashing their stock.

For the US telecom enterprise sector, it is expected that imports are flat, including Ericsson and Cisco equipment. Although the July numbers are not in, May and June imports were weak after a spike in April.

 

Apple and Samsung lose ground on tablets

cheap-tabletsApple is losing ground on the tablet market, due to a drought of new products and more competition from the Android camp. However, Samsung is not capitalising on Apple’s woes and its sales are dropping as well.

According to Strategy Analytics, Apple sold just 14.6 million iPads last quarter, down 4.9 million from Q1. Its market share tumbled from 40.4 percent to 29.2 percent. Meanwhile its arch nemesis Samsung also suffered a hit. Its sales dropped by 700,000 units to 8.4 million units and its market share now stands at 8.4 percent.

Another report from Analysys claims that tablet sales in China aren’t growing nearly as rapidly as they did just a few months ago. Last quarter China gobbled up 3.58 million tablets, growing just 5.2 percent over the first quarter of 2013. Sales of Apple’s iPads were particularly hard hit, the research outfit reported.

Relative newcomers to the market like Acer, Lenovo, Sony and Dell are gaining ground. LG is gearing up to give tablets another go, following a dismal effort a couple of years ago. Then there are Chinese white-box tablets, heaps and heaps of them.

However, Cupertino’s troubles might be a thing of the past come Q4. The Church of Apple is widely expected to introduce new iPads as soon as next month and the hot iPad mini should get a Retina makeover. Apple’s current tablet offerings are showing signs of age and an update is overdue.

On the other hand, there’s really not that much hype this time around, iPads aren’t as fresh and cool as they used to be and getting people to upgrade from an iPad 3 or 4 won’t be as easy. They both have relatively speedy chips and a crisp high-resolution screen, so Apple will have to get creative, and it’s been faltering on that front for the last two or so years.

The iPad mini though desperately needs a sharper screen and a faster processor and a new high-res model should do very well indeed.

Foxconn starts selling TVs

foxconn-tvFoxconn may be about to diversify and try its luck in the smartphone and tablet business, under its own brand. The company has been building iPhones, iPads and a range of other products for years and now it’s selling smart TVs, with a bit of help from 7-Eleven Taiwan.

Foxconn launched its TV assembly business in 2008 and it has expanded it in recent years with the acquisition of manufacturing facilities from Sony. It also bought a 50 percent stake in Sharp’s panel making plant in Japan, reports the Wall Street Journal.

Shoppers in Taiwan can already buy a range of Foxconn tellies and with gaudy ads like this one for a 40-inch smart TV, who could resist? However, the big news is that Foxconn may be about to launch smartphones and tablets of its own, or through some sort of deal with 7-Eleven.

This is not good news for Chinese white-box outfits. They have been performing quite well recently and demand for white-box smartphones and tablets is quite strong, often outstripping growth reported by big brands. If Foxconn enters the fray, the white-box crowd will face a lot more competition.

Foxconn has a lot of experience and capacity second to none, but it doesn’t actually make any crucial components used in smartphone or tablets. This is true of most smartphone outfits except Samsung.

There is no shortage of high resolution panels, cheap application processors, cameras or batteries. Depending on volume Foxconn could get much better prices than small white-box companies. However, it is still unclear whether Foxconn’s push will be limited to the 7 Eleven deal, or whether it will spread to other markets.

The company certainly has the muscle to pull off a global rollout, but this might not be necessary, at least not for now. Foxconn could instead choose to target a handful of emerging markets like China, markets that are not very saturated and that tend to scoop up white-box phones. The exact same markets Lenovo is gunning for. Such an approach could give Foxconn a foothold in the mobile industry through a back door, as it wouldn’t have to go head to head with Samsung or Apple.

Smartphones overtake feature phones

smartphones-genericSmartphone sales are up again, but growth is slowing. The worldwide market gobbled up 435 million phones in the second quarter, up 3.6 percent over the same period last year. However, worldwide smartphone sales have now reached 225 million units, up 46.5 percent from a year ago.

It was only a matter of time before smartphone shipments outpaced feature phone shipments and according to Gartner, this happened last quarter. Feature phone, or dumb phone shipments totalled just 210 million units, down 21 percent year-on-year.

“Smartphones accounted for 51.8 percent of mobile phone sales in the second quarter of 2013, resulting in smartphone sales surpassing feature phone sales for the first time,” said Anshul Gupta, principal research analyst at Gartner. Asia/Pacific, Latin America and Eastern Europe exhibited the highest smartphone growth rates of 74.1 percent, 55.7 percent and 31.6 percent respectively, as smartphone sales grew in all regions.

Samsung still reigns supreme, with 71.4 million units shipped last quarter and a 31.7 percent market share. Apple ranks second with 31.9 million units, but it is losing market share fast. LG and Lenovo had a very good quarter, shipping 11.5 and 10.6 million smartphones respectively. ZTE ranked fifth with 9.7 million units. Nokia, HTC, Blackberry and Sony are no longer in the top five. However, the top five vendors accounted for just 60 percent of the market, while 40 percent went to smaller outfits, including an ever increasing number of Chinese white-box manufacturers.

gartner-smartphones-august2013

Gartner found that much of Samsung’s demand is now coming from mid-tier products and high-end devices with ASPs up to $400. It concluded that Samsung needs to do more to make its mid-range offering more appealing.  Oddly enough Apple also saw a dip in ASP, which is currently at the lowest level since 2007. This is the result of surprising strong sales of the iPhone 4 in some markets. Apple has recognized the trend and it plans to introduce a new, cheaper iPhone next month.

But Lenovo is the name to look out for. It’s making a killing in the dreary PC market and it’s doing even better in smartphones, although much of its effort goes unnoticed in the west. Lenovo almost doubled its share over the last 12 months and the company plans to bring its smartphones to western markets soon, possibly even next year.

Android remains the dominant operating system, with a 79 percent share, up from 64.2 percent a year ago. Apple’s iOS ranks second with a 14.2 percent share, down from 18.8 percent in Q2 2012. Microsoft gained some ground, but Windows Phone 8 still has a tiny share, 3.3 percent, up from 2.6 percent last year. Blackberry’s share halved to 2.7 percent and the Canadian company is now looking for a buyer. As with all things Blackberry, the decision comes three years too late.