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Acer’s decision of restructuring: a clear sign of accepting the inevitable disintegration of the old PC (Wintel) ecosystem and the need for joining one of the new ecosystems under formation
Acer’s latest decision is also based on the so called Stan’s Smiling Curve — see much below — which was used already twice for understanding the restructuring needs in times of radical changes in the industry. This is the reason why product value, associated R&D and focusing on telecom channels (= more effective distribution, marketing and sales/aftersales) are emphasized along with consumer oriented products:
Follow-Up (Aug 2, 2011):
– Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011 with comprehensive update on Aug 2, 2011] which is showing serious technical and market problems with the original version of Honeycomb
Update: Global PC Shipments Dip 3.2% in Q1: IDC [April 29]
Although the forecast for the quarter was already conservative–IDC expected a mere 1.5% growth in shipments–a steady but still cautious business mentality and waning consumer enthusiasm persisted. A spike in fuel and commodity prices and the disruptions in Japan added to the mix, further dampening a market struggling to maintain momentum, the major international market research firm said.
Despite promising economic sentiments, mature regions appear to be more focused on necessary replacements as a relative dearth of compelling reasons were present to buy secondary PCs. Emerging markets fared better due to lower saturation rates, but also slowed somewhat with Asia/Pacific (excluding Japan) region (APEJ) slowing to a 5.6% growth and China continuing to cool off after a momentous 2010.
Taiwan-based Acer was affected by continued turbulence in Europe, Middle East, and Africa (EMEA) region, its biggest market. Moreover, the vendor is stilling feeling the pullback in the Mini Notebook (netbook) and consumer space, while its upcoming tablet PCs have yet to fill in the void. In the U.S., Acer also ceded its place to a surging Apple in the major market.
Top 5 Vendors, Worldwide PC Shipments, Q1` 20111 (Preliminary)
(Units Shipments are in thousands)Rank Vendor Q1`11 Shipments Market Share Q11`0 Shipments Market Share YoY
Growth1 HP 15,191 18.9% 15,624 18.8% -2.8% 2 Dell 10,284 12.8% 10,469 12.6% -1.8% 3 Acer Group 9,039 11.2% 10,733 12.9% -15.8% 4 Lenovo 8,172 10.1% 7,028 8.4% 16.3% 5 Toshiba 4,809 6.0% 4,634 5.6% 3.8% Others 33,062 41.0% 34,712 41.7% -4.8% All Vendors 80,557 100.0% 83,200 100.0% -3.2% Source: IDC Worldwide Quarterly PC Tracker, April 13, 2011
Worth to read along with this: Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones [April 16, 2011]
Update: Acer appoints new president, adjusts corporate organization [April 20, 2011]
Acer on April 19 announced the appointment of Jim Wong, originally corporate senior vice president and IT Products Group president, as new corporate president effective immediately. The company has also separated its IT product global operations into two independent entities, Touch Business Group (Touch BG) and PC Global Operations (PCGO).
Touch BG consists of the original tablet PC and smartphone teams and is led by the new corporate president Jim Wong, while PCGO was originally the main PC product team and is led by president Campbell Kan, former vice president for smart hand-held business unit.
Acer has also set up three functional offices, Chief Marketing Office responsible for brand positioning and marketing strategies, Chief Technology Office for mid- to long-term business planning and integration of technologies, and Operation Analysis Office for studying and analyzing company business models and financial affairs.
In addition, Acer forecasts that its PC shipments in the second quarter of 2011 will decrease 10% on quarter mainly due to the impact of the corporate reorganization, inventory adjustments in main markets, and off-season effects.
Update: Acer changes business strategy from pushing volume to value, says chairman [April 8, 2011] (emphasis is mine)
Acer, in the future, will no longer push only shipment volumes, but will spend more time seeking product value and developing products that consumers need. To accomplish this, Acer will be seeking more R&D talent in the future, Wang noted.
…
Wang pointed out that a revolution is already in progress in the IT industry and Acer’s change in strategy is a must and the revolution will not only appear in the smartphone and the tablet PC industries. Wang used examples and noted that Microsoft’s Windows 8 operating system for 2012 will add support for ARM-based system-on-chip (SoC) platforms, and the software giant’s new move will completely change notebook and netbook’s designs in the future as future notebooks and netbooks will also feature instant boot capability, and Acer must catch up with all these opportunities.
In addition, Acer will also put more focus on developing technologies such as Clear Fi, touchscreen and software user interfaces, as well as working deeply into telecom channels.
Update: Acer increases Iconia tablet PC orders for April [April 12, 2011]
Taiwan-based PC brand vendor Acer has increased its April tablet PC orders to 500,000-800,000 units, aiming to compete against Motorola, RIM and Hewlett-Packard’s (HP’s) tablet PCs, according to sources from upstream component makers.
The sources pointed out that the 10-inch model is assembled by Compal Electronics with 7-inch model handled by Quanta Computer. Although Acer only placed a small amount of tablet PC orders in March, the company has significantly raised its orders in April with volume for 10-inch models reaching 400,000-600,000 units.
As US-based telecom carrier AT&T is already set to start selling Acer’s Iconia Tab A501, if Acer can also cut into Verizon’s channel, the company is expected to be able to challenge Motorola’s Xoom tablet PC. Acer internally forecasts to ship 5-7 million tablet PCs in 2011.
Acer has also recently started reducing its shipment proportion for netbooks and is aiming to have its tablet PC products cover the gap.
Acer also released a new company logo to show that the company is heading into a new direction and is aiming to create a new brand value.
Update: Acer changes its logo, hopes to start afresh [April 11, 2011]

Acer to initiate corporate restructuring, chairman says [April 1, 2011] (emphasis is mine)
The emergence of tablet PCs has made a strong impact on sales of consumer notebooks and netbooks, making Acer’s strategy ineffective, and therefore Acer has to initiate a corporate restructuring, Acer chairman JT Wang has said.
Wang, who has assumed the post of CEO at Acer after former CEO Gianfranco Lanci resigned on March 31, said Acer will appoint a global president at the end of April.
Wang said as CEO he will be responsible for finance, personnel and global marketing, while the president will supervise product design, product innovation, procurement and logistics services.
Acer’s president for Europe Walter Deppler, president for North America, Emmanuel Fromont, president for China, Oliver Ahrens and chief marketing officer Gianpiero Morbello are all expected to stay at their current posts, Wang said.
Wang also insisted that it is still not necessary for Acer to lower its shipment target for tablet PCs at the moment. Acer aims to ship 5-7 million tablet PCs in 2011.
See as well the following trend-tracking posts of mine. Without reading of them this trend-tracking post of “further information collection” could not be complete:
– Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011]
– Changing purchasing attitudes for consumer computing are leading to a new ICT paradigm [Jan 5, 2011]
– ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
– Be aware of ZTE et al. and white-box (Shanzhai) vendors: Wake up call now for Nokia, soon for Microsoft, Intel, RIM and even Apple! [Feb 21, 2011]
– Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]
‘Mutant viruses’ sicken Acer, Asustek [March 29, 2011] (emphasis is mine)
Sales of their own-branded computers have taken a big hit and now the companies are scaling back unit volume projections for the first quarter. In fact, growth will be negative as these two netbook pioneers struggle to regain their footing in the face of the iPad onslaught.
Back in September, Stan Shih called Apple products “mutant viruses,” telling the Asian technorati gathered to hear his speech that his company, Acer, and other Asian PC boxen makers would eventually overcome the threat posed by the iPad, iPhone and insurgent Mac. However, that pronouncement was followed in October by the news that Apple Mac unit volume surpassed Acer in the US.
Talk of the day — Acer needs reengineering: founder [March 30, 2011] (emphasis is mine)
Acer Inc., the world’s second-largest computer vendor, needs reengineering and repositioning because its previous winning formula is not effective any more, its founder Stan Shih said Tuesday.
Shih, who no longer manages the Taiwan-based multinational computer group but still controls a huge stake in the company, made the suggestion on the sidelines of a cultural seminar.
His advice came after Acer unexpectedly lowered its PC sales estimate for the first quarter of this year last Friday and gave a conservative forecast for its Q2 business prospects.
Acer revised its forecast on Q1 PC sales downward, from an annual increase of 3 percent to an annual decline of 10 percent, citing weaker demand in western Europe and the United States.
The following are excerpts from the local [Taiwanese] media coverage of Shih’s remarks:
Economic Daily News:
Shih acknowledged that smartphones and tablets have had a significant impact on the personal computer industry.
He expressed the view that Apple’s products, such as iPhone and iPad, have brought new visions and new concepts to the technology industry.
“The prevalence of smartphones and tablets has made Acer’s original target of expanding its global PC market share obsolete, ” Shih said. “It’s no longer meaningful for Acer to pursue growth in sales volume. Acer should from now on focus upgrading its profit margins.”
Because of changing business environment, Acer underwent a major re-engineering almost once every 10 years.
In 1992, Acer reshaped its increasingly bloated organization under a lean and mean strategy. During the period, Shih came up with a “smiling curve theory” that stressed the importance of branding and research and development.Its second reengineering effort came in 2000 when the company incurred huge losses because its contract production often hindered its branding efforts. Acer decided that year to spin off its contract manufacturing business while focusing on selling its brand-named PCs.
Over the past decade, Acer has emerged as the world’s second largest PC brand.
Now the company is at a crossroad again. Shih said Acer has only lowered its business forecast and has not incurred any losses.
“But its misforecast indicates that the PC market is undergoing substantial changes, ” Shih said. “The unexpected slow sales in Q1 should serve as a wake-up call. It’s time for Acer to undergo its third wave of re-engineering and re-positioning.”
Noting that Apple not only sells products but also sell services and that HP has announced its decision to install its Web OS system in its PCs, Shih said Acer should come up with new strategies to sustain its growth. (March 30, 2011).
Commercial Times:
Shih said it’s all too common for a business corporation to hit snags or face challenges.
“What counts most is change and re-engineer,” Shih said.
For Acer, he noted, the most urgent now is re-positioning and reshaping in order to achieve a breakthrough.
Shih suggested that Acer maintain transparency in its reengineering efforts and strengthen communications with the business community to bridge gaps in market expectations.
Thanks to Apple’s contributions, new business models have emerged, with close cooperation between smartphone and telecommunciation service operators, Shih said.
In the face of this new market trend, Acer should act quick and change fast, he stressed. (March 30, 2011).
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Stan’s Smiling Curve
Smiling (Smile) Curve theory was invented by Stan Shih Ex CEO of Acer Computer in his 1992 book. The theory gained its popularity due to the fact it outlines the industrial structure of Taiwan, specifically the electronic industry at the time. The smile curve’s left hand side includes the technology, patent, research and development. The middle section includes assembly, manufacturing. On the right hand of the curve is marketing distribution and after service. The x-axis is showing the value chain (stage of production) from the concept to end user. The y-axis is for the value-added.
Based on this vision, Acer has adopted a business strategy to recreate itself from a manufacturer into a company that focuses on global marketing of brand-name PC-related products and services. Meanwhile, Acer also has invested aggressively in R&D to develop innovative technology. The concept later became widely cited to describe the distribution of value-adding potentials in various industries to justify business strategies aimed at higher value-adding activities.
More information on that in terms of recent (2007) circumstances see: The Knowledge Based Economy [April 25, 2007]:
Michael Nystrom: … manufacturing does indeed appear to be the lowest value input. This is why, the capitalists say, the world has evolved to the point that it has. “We think, they sweat,” they say. We of course, are the Americans and they are the sweating Asians.
Clever, isn’t it? But I have a nagging feeling there is something wrong with the theory, though I’m not exactly sure what. Perhaps I’m too rooted in the old economy, unable yet to adjust to the idea of the “knowledge economy.” But I have a feeling there is something more.
What is wrong, if anything, with the model? Or am I just a dinosaur?
Mike Shedlock / Mish: … there is nothing wrong with that chart. One can clearly look at China, India, and SE Asia in general and see without a doubt what is happening. And in spite of enormous increases in [the price of] raw materials, the prices of finished goods have barely risen.
Are cars, boats, pottery, computers, monitors, printers, light fixtures, etc keeping up with the prices of raw materials that make them? Clearly the answer is no. The curve reflects what is happening. In fact, the curve represents additional profit that can be had by shifting manufacturing to low cost providers. That is in essence the very foundation of global wage arbitrage. However, You are missing several key points.
Key Points
- Global wage arbitrage is not just about manufacturing
- The US has no intrinsic brainpower advantage
- The smile curve is flattening
… [worth to read in entirety]
Comments by Stan Shih at Year 2004 (from Me Too Is Not My Style, Update Edition* [August 8, 2010]):
[to the Chapter 3: A Lesson in Intellectual Property]
According to Stan’s Smiling Curve, the research/development innovation in the intellectual properties (IP) portion is the key of future industrial and corporate competitiveness, in the knowledge-based economics. The IP development should be based on the market need; otherwise it will be un-marketable technologies which are the mistakes many entrepreneurs and IP owners often make. In the new economy, creating a new business model is also a kind of an IP development. Again, it has to be profitable to be sustainable; if not, it will be just self-indulgence. Acer has set up Acer Value Lab to master the market need and develop the technologies and products, from the viewpoints of the users. (Please refer to Chapter 7 “The Smiling Curve for a New Century” in “Millennium Transformation—Change Management of New Acer”.)
[to the Chapter 9: Paradigm Shift in the Information Technology Industry]
I proposed the theory of “Stan’s Smiling Curve” to illustrate the new tendency in 1992, at which time the information technology industries had started to dis-integrate into up-, mid-, and down-streams. This was
different from the integrated PC business by those earlier computer companies. After the onset of dis-integration, PC industries have gone through many important changes, including a complete outsourcing model, the merger of Fujitsu and Siemens, and HP merged Compaq. Recently, some investors propose that do not invest the PC companies except Dell and Apple Computer, both whose positioning are exceeding a PC company. During the process of this industrial change, Acer has successfully repositioned. We gradually expand the product lines and
enhance the IT service businesses, and have become an exceeding PC company. We were lucky to catch the earlier opportunity and have transformed into a branding and marketing service company.
[to the Chapter 11: “Go Game Strategy” and “Stan Smiling Curve”]
“Stan’s Smiling Curve” theory has been well-recognized internationally in a variety of industries. In addition to the IT industries, consumer-electronics, and software industry, the similar development has been seen in semiconductor, digital learning, and agricultural industries. All the industries and companies should go toward the both ends on “Stan’s Smiling Curve”. That is, to enhance the research and development, and marketing, so that the corporate value can be generated. I had also designed two value formulas: corporate value formula and brand value formula. (Please refer to Chapter 8 “Creating Brand Value” in “Millennium Transformation – Change Management of New Acer”.)
* original publication: Stan Shih, Me-Too Is Not My Style: Corporate visions, Strategies and Business Philosophies of the Acer Group, 1996; The Acer Foundation
Millennium Transformation – Change Management for New Acer [August 8, 2010]):
[from the Preface for the New Edition [Me Too Is Not My Style, Update Edition] Learn the Future from the Past:]
Then, I wrote the book “Millennium Transformation”, in which Acer’s highlights from 1996 to 2004 was recorded, following the first two decades of Acer described in this book. During the eight years illustrated in “Millennium Transformation”, Acer had gone through several significant transitions, especially the second re-engineering at the year end of 2000. The changes of background and decision processes of these transitions were more dramatic than that in the first re-engineering in 1992. After the 2nd re-engineering, Acer has successfully broke the growth limit and created another peak of business.
From: http://www.stanshares.com.tw/StanShares/portal/ebook/index.aspx
This is a Chinese based website [www.stanshares.com.tw ]. It is mainly about Mr. Stan Shih, the founder of Acer Group/ Chairman of iD SoftCapital Group, sharing his concept of management and philosophy of life.
It also includes 2 English books by Mr. Stan Shih – “Me Too Is Not My Style” and “Millennium Transformation – Change Management for New Acer“. If you are interested, you are welcomed to read it on-line or download the books for free.
[all his books: http://www.stanshares.com.tw/stanshares/portal/book/index.aspx]
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CEO and President Gianfranco Lanci’s resignation:
Acer trade volume erupts after pep talk by founder [March 31, 2011] (emphasis is mine)
Trade volume for shares of Acer Inc. erupted yesterday after its founder gave a pep talk, urging that the company should not focus on being No. 1 so much as it should on increasing profitability, in the midst of fierce competition from smart phone and tablet PC makers.
Acer last Friday shocked the PC industry by slashing its sales forecast for Q1 from an increase of 3 percent year-on-year to a decline of 10 percent. The company’s stock fell to its daily limit both on Monday and Tuesday, with foreign institutional investors selling a total of 6,273 units on Tuesday alone. Each stock unit is 1,000 shares of that stock.
Investment trust firms pretty much followed in foreign investors’ footsteps, while securities firms were on the buy side both on Monday and Tuesday.
What was seen as motivational talk by ever so iconic Acer founder Stan Shih Tuesday put an end to the selling spree yesterday, as the shares closed with total trade volume of 148,000 units. The stock however closed down again, albeit by a much smaller margin of 3.8 percent, to NT$60.7, still above the critical NT$60 level. The TAIEX dropped nearly 50 to 8,646.31.
Tuesday, Shih, who still serves as a director on Acer’s board, urged the PC giant to undergo another restructuring effort to ward off competition from smart phone and tablet PC makers.
“We’re only slashing our sales forecast, not reporting a loss,” he said. “Yet the mere fact that we had to downgrade a number that we had had wholehearted confidence in suggests the kind of challenge we’re faced with.”
He pointed out that Acer undergoes a major restructure effort about every ten years. “Now is about the time,” Shih said.
He said Acer first has to abandon its “No. 1 in the market” mentality. Given diminishing profit margins that PC manufacturers are faced with, the correlation between No. 1 and profitability is no longer absolute, he said.
“Being No. 1 in the market is only a superficial victory, something that makes our faces look good,” he said. “Yet realistically, we could have lost more through an erosion of earnings and profitability.”
He said what Acer needs to do, as Apple has proved time and again, is to “sell products” as well as “sell service.” The business model in which a manufacturer purely makes hardware will no longer work, he said.
Acer must seek to change: founder [March 31, 2011] (emphasis is mine)
Acer Inc founder Stan Shih on Tuesday (March 29) said that the the world’s second largest PC maker must “seek to change.” The company has repeatedly made inaccurately forecasts for its performance outlook, seriously disappointing shareholders and damaging the company’s image.
Shih told Taiwan PC maker’s management team that it was common for enterprises to encounter operating difficulties, though he was quick to add that Acer’s current problems may suggest its past formula for success has now become outdated.
Shih’s remarks are viewed by many in the industry as a sign that Acer will launch a third round of restructuring in the near future following similar moves in 1992 and 2000.
Acer’s latest inaccurate forecast was admitted on Friday (Mar. 25) when the company unexpectedly revised downward its revenue forecast for the first quarter. However, just a week earlier, senior Acer officials had assured foreign investors at a forum that their previous export growth prediction for the company for January to March remained unchanged.
The subsequent revision seemed to indicate Acer had failed to grasp the trend in a fast-changing world market.
Last year, the Acer founder also raised the idea of restructuring. However, his remarks this week were more direct and strident. “When a company is faced with problems and difficulties, it must make internal adjustments, change the old mode of thinking, establish new core competencies and look forward,” he said.
Shih said that when the broad circumstances are changing, companies must face up to the challenges and devise countermeasures. “This industry very obviously has entered into the era of mobile phones and telecommunications. Tablet computers and handsets have become the mainstream. I must say we should thank Apple for opening a way for everyone to follow.”
Looking back to the company’s 2000 reforms, a change which Shih said he had originally expected to take two to three years to push through. In fact, he said, it took only one year for the company to achieve its goals.
Shih attributed the latest gap between forecast and performance to a lack of good communication with the outside world. As for whether Acer will continue to pursue the target of becoming the world’s top 1 own brand PC maker, he said, “No. 1 is no longer that important, because even if you occupy the largest market share, it still would not guarantee high profits. So what is important is to look for change.”
Acer’s 1992 corporate reforms proved successful in part because the company acquired the laptop computer division of Texas Instruments and also partly because it recruited an outsider, Gianfranco Lanchi, as its general manager.
However, in the last two to three years many of Acer’s senior executives have retired, with the company bringing in larger numbers of foreign nationals to join its management team. This development has raised worries among employees that Acer has been following a policy of “de-Taiwanizing.”
In the last two trading days, Acer’s shares have dropped by the daily limit, causing the company’s market valuation to shrink by NT$26 billion (US$882 million).
Acer CEO and President Gianfranco Lanci resigns – With immediate effect [Acer press release, March 31, 2011] (emphasis is mine)
Acer CEO and President Gianfranco Lanci has resigned from the company, with immediate effect. Acer Chairman J.T. Wang takes acting role in the interim. The company has commenced with the planning of organizational and operational adjustments for the sustainable future of Acer.
The resignation was approved at a meeting of Acer’s Board of Directors today, and the company has communicated internally with its worldwide employees.
On the company’s future development, Lanci held different views from a majority of the board members, and could not reach a consensus following several months’ of dialog. They placed different levels of importance on scale, growth, customer value creation, brand position enhancement, and on resource allocation and methods of implementation.
The change does not affect current operations which are functioning as normal. Acer’s strong management team of multi-nationals has been well-informed and is committed to overseeing and implementing the company strategies, as does the amicable company relations with industry partners persist. Acer will continue to push for globalization, follow its multi-brand and channel business model, develop competitive products and services, and foster closer relations with key vendors and channel partners.
Acer Chairman, J.T. Wang expresses, “The personal computer remains the core of our business. We have built up a strong foundation and will continue to expand within, especially in the commercial PC segment. In addition, we are stepping into the new mobile device market, where we will invest cautiously and aim to become one of the leading players.”
“In this new ICT industry,” continued Wang, “Acer needs a period of time for adjustment. With the spirit of entrepreneurship, we will face new challenges and look to the future with confidence.”
In his role as President and CEO, Lanci has contributed significantly toward Acer’s growth. The company expresses its true appreciation for Lanci’s efforts and wishes him all the best in his future endeavors.
Some reports on that resignation:
– Acer CEO Lanci Quits After Clashing With Board; Wang Takes Over [Bloomberg BusinesWeek, March 31, 2011]:
The 56-year-old executive earned a civil engineering degree from the Politecnico of Turin, where he was born. He joined Texas Instruments Inc.’s Italian unit in 1981 and became country manager for the Portable Computers and Printers Division in Italy, the Middle East and Africa by age 37, according to Acer’s website. In 1997, he was named managing director of Acer Italy after Texas Instruments’ portable PC business merged with Acer.
Lanci, who enjoys reading and playing tennis, was promoted to president of the International Operations Business Group in 2003 after heading Acer’s operations in Europe, the Middle East and Africa, according to Acer.
Wang, born two months before Lanci, became chairman in 2008 after Lanci succeeded him as CEO. Wang has a bachelor’s degree in electrical engineering from National Taiwan University and an Executive Master of Business Administration degree from Taiwan’s National Cheng-Chi University.
– Acer CEO Lanci quits after boardroom bust up [MicroScope.co.uk, March 31, 2011] (emphasis is mine):
Acer has the lowest operating expense in the PC industry base and used strong relationships with the Original Design Manufacturers (ODMs) to offer price points that lured consumers in and underpinned its rise to the top.
However, consumer confidence and growing interest in tablet PCs resulted in an abrupt end to booming mainstream notebook sales, and highlighted Acer’s reliance on the segment, despite its efforts to diversify through acquisition.
…
Ranjit Atwal, principal analyst at Gartner, told MicroScope that Acer had made a good fist of becoming a major player in the PC space but the consumer boom was over and its efforts to build in the professional market were more muted.
“Fundamentally, Acer’s business model is predicated on maintaining volumes in consumer mobile PCs which allows them to maintain and increase margins. But consumers are now generally backing off buying traditional PCs,” he said.
Atwal said that Acer’s efforts in the professional mid-market, led by the Gateway brand in Europe, had not compensated for the drop in consumer demand.
“Given that the professional market is moving away from a box mentality – most vendors are trying to provide solutions – the whole sale is becoming more complicated in terms of how you get to the business customer,” he said.
– Acer Joins AMD In Not Having a CEO [Softpedia, March 31, 2011]:
Hearing that AMD, even after so much time, still doesn’t have a permanent head figure probably has consumers wondering, but it looks like Acer might just go through a similarly tumultuous period now that its own CEO resigned.
Consumers keeping track of happenings on the IT industry will most likely have learned of how Advanced Micro Devices has been bereft of a Chief Executive Officer for months now.
The previous one, Dirk Meyer, left the company about two months ago and actually came as a surprise.
Now, Acer has provided onlookers with a similar surprise, as CEO and President Gianfranco Lanci has submitted his resignation.
– Gianfranco Lanci Calls It Quits As Acer CEO [mocoNews.net, March 31, 2011] (emphasis is mine):
Has the impact of the iPad 2 claimed its first executive victim?
…
In November the company made a big splash showing off its newest mobile computing devices.
This was a departure from its traditional main line of business of making PCs, and the hybrid culture resulted in at least one curious product that, depending on who you asked, was either innovative or just plain odd: the Iconia (pictured), in which what appears to be a laptop on the outside unfolds to reveal a two-screened tablet on the inside.
But since November, things, as they say, have moved on, and new product launches from other Android players as well as Apple (NSDQ: AAPL) with its iPad 2 have clearly shaken up Acer.
J.T. Wang remaining at the helm:
2010 Time 100 selects Acer’s J.T. Wang as one of world’s most influential people [April 30, 2010]
CEO of Acer Group and also the chairman of Taipei Computer Association (TCA) was listed in number two spot under the Leaders category of the recently Time Magazine’s annual top 100 world’s most influential people. Top world’s leader and individuals including Brazilian President Luis Inacio Lula da Silva, US Pres. Barack Obama, former US Pres. Bill Clinton, Sarah Palin, Apple’s Steve Jobs, Oprah Winfrey, Lady Gaga and etc were listed.
J.T. Wang By Michael Schuman [Time Magazine Apr. 29, 2010] (emphasis is mine)
One of the great trends of the next decade will be the rise of Asian companies. Long known for efficiency and manufacturing prowess, they’re now becoming more adept at the “soft” elements of business — marketing, design, branding and strategy — and that’s making them fiercer competitors.
J.T. Wang, 55, CEO of the Taiwanese PC maker Acer Group, is a harbinger of the future. When Wang became top executive in 2005, it ranked fifth in the global PC market. Acer has since stormed up the charts to No. 2, with more than 14% of the market, ahead of Dell and behind only HP.
Wang, who has worked at Acer for 29 years, is winning out with his knack for tapping into consumer trends — jumping headfirst, for example, into the craze for netbooks. “We don’t judge,” Wang once said. “We do what the customer really wants.”
Acer’s old directional statements back in November, 2010:
– Acer Aims for 15% Revenue Growth in 2011 [Nov 2, 2010] (emphasis is mine)
Optimistic about PC market prospects, the Taiwan-based Acer Inc., now the world`s second largest PC vendor now, aims to achieve a 15% sales revenue growth in 2011, with notebook PC shipment to exceed 50 million units, according to the firm`s chairman J.T. Wang. This has showed Wang`s ambition to unseat HP in the market.
…
Wang also shows his optimism about PC market outlooks in 2011, indicating that prices of notebook PCs in the global market will remain steady throughout the year. The market situation will also help to stabilize the ASP (average selling price) of its products in the year.
Not worried about Apple`s iPad tablets gradually replacing netbook PCs in sales, Wang also commented on the rise of Apple`s iPad tablets, saying that the phenomenon has brought about positive momentum in the global PC market, and that scale of the segment will continue growing in 2011. Worth mentioning is that Acer will accelerate its foray into the segment, planning to release its newest tablet PC running Microsoft`s operating system this month. The firm`s Android-based tablet is slated for debut next year.
To adapt his firm to an ever-changing market, Wang stated that each of Acer`s devices will be installed with the software “Acer Clear.fi” starting in the first quarter of next year, which will satisfy its customers with better hardware integration so as to help enhance value of its products.
Acer`s CEO Gianfranco Lanci added that the firm will step up exploring emerging markets as Brazil, Russia, India, Indonesia, etc. [i.e. BRIC] Hopefully, the firm will take over HP`s leading position in the global market for notebook PCs next year.
– Acer to Set Up 2nd Chinese Headquarters in Chongqing [Nov 4, 2010] (emphasis is mine)
Acer will also rally its contract manufacturers, including Compal and Wistron, and supply-chain member firms to establish factories in the city, thereby forming a complete manufacturing clustering. The company is scheduled to sign a contract with Chongqing City government for the project in December.
…
The Chongqing headquarters will be essential for Acer to expand its presence in the Chinese market, in order to become the world`s leading PC brand. Gianfranco Lanci, chief executive officer of Acer, reported that the company has targeted raising the share of the Chinese market in its total revenue to 20% by 2013, up from 7% now.
– Acer Steps Up Market Push in Mainland China [March 23, 2011] (emphasis is mine)
Acer Inc. is stepping up market push in mainland China by building partnership with the mainland`s retailers.
Almost one month after signing a pact to provide electronics retail chain Suning Corp. with US$500 million worth of computers in two years, Acer recently licensed online electronics retail chain 360buy.com to offer after-sales service in the mainland for it.
It`s the first ever after-sales service licensing that Acer has signed with a mainland Chinese retailer, showing the company`s determination to boost sales in the mainland. 360buy.com raked in revenue of RMB10 billion (US$1.5 billion at US$1:RMB6.5) in 2010, up 100% from 2009.
Last year, Acer signed a contract to provide the online retailer with RMB100 million (US$15 million) worth of notebook computers.
When a trade mission composed of representatives from heavyweight enterprises in Nanjing visited Taiwan in February, Acer signed an agreement to supply US$500 million worth of computing products to the Nanjing-based Suning.
Acer Chairman J.T. Wang pointed out that his company`s sales through Suning spiked seven folds in the second half last year from the same period of a year earlier. The retailer is operating 1,400 shops in the mainland. Wang estimated Acer`s sales through the chain to further rise three folds this year.
Acer has projected its sales in the mainland at US$2.5 billion for the year, surging 70% from last year. In the meantime, the company`s market share in the mainland is estimated to rise to 13-15%, up from current 10%.
Acer`s sales in the West have slumped because of maturity of the markets there, prompting the company to depend on mainland China for huge growth in the years to come.
Thus the originally planned BRIC focus, especially the mainland China part has been unable to sustain Acer’s old strategy of growth!
Regarding what one of the options for restructuring could be:
– Should Acer consider a Nokia type deal with Microsoft – but for laptops? [March 30, 2011] (emphasis is mine)
If the agreement between Nokia and Microsoft works out in the end it is a big win for both companies, and the consumer. Microsoft gets a dedicated partner willing to do whatever it can to promote Windows Phone 7 and Nokia gets the inside track to the Windows Phone 7 OS.
Now, I have said here before that I believe that Microsoft should be taking a strong role in the hardware end of the business that its Windows platform runs on. We have that in a limited scope with the Microsoft Signature brand laptops and desktops available in the Microsoft Stores.
In this aspect the consumer is a big winner because they know that they are getting a computer that has been optimized to run the Windows operating system at its best. No more of the crap ladened computer with sub-optimal components in pretty boring shells.
Today Stan Shih, Founder of Acer, said at an event in Taipei that the company needed to rethink its philosophy when it comes to being the world’s biggest PC vendor and focus on better and more distinguishable products.
If this indeed the case maybe Stan and Steve should sit down together and see if they can help each other out in the same fashion that Nokia is working with Microsoft.
There is no doubt that Acer build some really good hardware but by forging an alliance with Microsoft they could possibly gain some freedom to come up with some innovative and cool shells for their good hardware.
From Microsoft’s side I am sure that a special deal could be offered up in regards to its software whether it be consumer or enterprise.
This doesn’t even bring up the fact that Acer is getting into the mobile market as a handset maker, although this might be off the table given the Nokia deal.
This is pure speculation and will likely never happen but an interesting idea all the same.
Deeper background:
This is what happens when the essential creator of the PC (Wintel) ecosystem, Microsoft Corporation is repeatedly failing to deliver the next great client offering despite its numerous claims in the row from as far back as January 2010.
See what happened in that regard:
– HP’s Windows 7 Slate Device Revealed by Steve Ballmer [Techmeme, Jan 6 – Jan 10, 2010]
– Windows slates in the coming months? Not much seen yet [this trend-tracking blog, July 13 – Oct 9, 2010]
This is what happens when:
– things are continuing with Microsoft stance of just talking about Windows slates but no products on the horizon plus Windows Phone 7 will come out only in November
– while at the same time Apple and Google/Android are creating a very fast growing, new consumer market for computer powered client devices, and as a consequence:
1. Goldman downgrades Microsoft, makes case for major overhaul [Oct 3, 2010] along with which a radical proposal was put forward:
A break-up of the consumer businesses could potentially unlock hidden value, or more discipline on cost could turn the businesses into contributors to profitability and shareholder value. For example, the Xbox products could be an appealing stand-alone entity, given the historical success of the Xbox and the products’ brand strength, and the business could show unlocked value with forced cost discipline compared to as a piece of Microsoft. To date the company’s comments suggest that management still sees significant value in combining the consumer and enterprise efforts, but we view a foot in both camps as preventing a successful focus on one strategy, a la Oracle in the enterprise or Apple for consumers.
2. And still in A Mastermind Interview With Steve Ballmer, CEO, Microsoft [Oct 21, 2010, see the video record which is clickable from there] on the Gartner Symposium/ITxpo Orlando 2010 Ballmer said (when confronted by that opinion) that Windows is Microsoft’s biggest consumer product and continued:
When people say nutty things like Goldman you ask what part of Windows would you like to spin out? There is no rationale. The reuse of technology across the consumer and enterprise is the way forward.
3. Moreover he argued for his position that Linux and Android is reused for both markets with the same code base—just like Windows. Then he put forward his best argument against the idea that Microsoft should spin out a consumer business:
… is next to crazy. It’s next to the craziest discussion I’ve ever had. Nobody wants a different UI per device. … People want the same thing at work they wanted at their home. …
… [the fact that there were] 200 million plus Windows consumer PCs in the last year alone says there is a lot of people are thinking in that direction, across the world. … I know we have competitive challenge, but part of the challenge is people walk in [to their IT department] with their iPad saying I want it at work. They do want the same things at work that they have at home, whether that comes from us or from our competition. … People will ask for things at work that they love, that they buy with their own money .
4. While answering the 4th part of Gartner 630 (6 short anwers to simple questions in 30 seconds max) about the coolest product introduced or to be introduced in 2010 and indicating the Xbox Kinect coming in November he is getting teased by a quick question whether that will be the consumer version or the enterprise version to which he responds with (turning like an artist away from the interviewers and towards the audience):
Let me help these guys! What they don’t understand: cool starts at home.
This is what happens when despite of this clear understanding by Microsoft and its CEO that recognition was starting to be delevired ways too late as reported in detail by my other trend tracking posts:
– ASUS Eee Slate based Windows marketing from Microsoft [March 21, 2011]
– CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7, 2011]
while still unanswered questions remain:
– How Microsoft is going to solve the problem of assuring HTML5 et al platform stability for web developers? See more information.
– Microsoft’s upcoming CES 2011 announcement of a Windows slate overlay software for touch-first HTML5 applications could have true competitive impact on the overall tablet (iPad etc.) market, see more information. <<< this had not been delivered there (see CES 2011 presence with Microsoft … )
– Microsoft has a new overall platform strategy based on evolving HTML 5, and an enhanced one for its own Windows client devices, see more information.<<< this had not been delivered yet (see CES 2011 presence with Microsoft … )
and generally it is still true that:
– Microsoft and HTML 5: new platform? — leading compliance?
although the new platform? question goes back to Microsoft going multiplatform? [Sept 17, 2010].
Acer & Asus: Compensating lower PC sales by tablet PC push
Update: Asustek Takes Aim at Apple With Latest Tablet [Aug 2, 2011]
Asustek Computer Inc. is reportedly planning to fight off Apple with its latest Transformer-coded tablet PC in anticipation that Apple will cut down prices of its iPad 2 when launching iPad 3 at retail prices on par with iPad 2`s launching prices.
Industry executives estimated Apple to offer discounted prices for iPad 2s in order to clear inventories before launching sales of iPad 3s by this Thanksgiving or next year. They forecast iPad 3s would go on sales at the same prices as iPad 2s’ launching prices.
If so, iPad 3s will pose a threat to non-Apple tablets. To counter, Asustek is reportedly planning to introduce its next generation of Transformer laptop, which doubles as tablet by removing an optional keypad, in October this year.
People familiar with Asustek`s plan say Asustek is working with its components suppliers on developing advantageous designs that can compete with iPad 3. They point out that 2G Transformer is lighter, thinner, quicker in response to switch on and off, and longer in battery work hour on each electrical charge. Asustek is said to offer one definite price tag for 2G Transformer to get rid of speculation on further price markdown, which can inspire consumers to delay the purchases.
Upbeat sales are expected for 2G Transformer as sales of its predecessor are impressive. Asustek sets to ship two million 1G Transformers throughout this year.
Industry executives pointed out that Asustek is among the non-Apple tablet makers that are gearing up to fight off Apple.
Comparative Tablet Teardowns Reveal iPad Design Advantages [IHS iSuppli, Aug 1, 2011]
In the 15 months since the introduction of the iPad, competitive tablet manufacturers still can’t match the design efficiency of Apple Inc.’s groundbreaking product, according to an IHS iSuppli Teardown Analysis of eight tablet modelsfrom information and analysis provider IHS (NYSE: IHS).“Since Apple controls both the operating system and hardware design of the iPad, it is able to attain design efficiencies that other tablet manufacturers cannot,” said Wayne Lam, senior analyst, competitive analysis, at IHS. “These efficiencies become obvious in areas like the memory [see the half size SDRAMs in the below table] and the battery, where Apple maintains advantages in cost, space savings and performance compared with every competitor in the business.”
Other tablet makers employ operating systems from third-party firms—such as Google Inc., which provides the Android software used in most competitive products on the market today. Many of these tablet makers also outsource the blueprints of their products to third parties, employing reference designs and design services from contract manufacturers.
This contrasts with the model employed by Apple, which uses its own operating system and maintains tight control of its design, components and contract manufacturers.
“Apple takes a vertically integrated approach to its products, from the operating system to the user interface, to the hardware design, down to the selection of individual parts used in the device,” Lam noted. “For example, Apple even uses its own applications processor design in both the iPad and iPad 2. In contrast, Android tablet makers buy those capabilities from the likes of Nvidia, Texas Instruments and Qualcomm. This gives Apple greater control in multiple areas of product development.”
The table presents an overview of the results of the dissection of eight tablet models. Note that the BOM figures accounts only for hardware and manufacturing costs and do not take into consideration other expenses such as software, licensing, royalties or other costs.
iPad’s Memory and Battery Stay Slim
Apple’s control over the operating system allows it to reduce costs by limiting the quantity of memory in the iPad. In the current-generation iPad 2, the density of synchronous dynamic random access memory (SDRAM) is 512 megabytes—half that of the 1 gigabtye used in competitive designs. This memory density reduction results in a nearly $14 reduction in the BOM of the iPad 2 compared to other tablets. Likewise, the original iPad contained half as much SDRAM as comparable competitive devices with single-core applications processors.
“The iPad’s efficient memory usage stems from the fundamental difference in the architecture of the operating system,” Lam said. “Apple’s iOS handles multitasking differently than other tablet operating systems, allowing it to reduce the amount of memory required to support the microprocessor.”
Also, Apple’s tight management of its product design, software integration and component selection also allow the iPad’s battery to be the thinnest of all competing tablet designs while still having the largest capacity.
Tablet Trends
Extensive teardown research also reveals how Apple is setting the pace in the tablet market in the areas of pricing and screen size.Apple established the sweet spot for tablet pricing, pegged at $500 for the Wi-Fi version of the Apple iPad that included 16 gigabytes of NAND flash memory. Samsung reinforced this pricing standard with the 16-gigabyte version of the new Galaxy Tab 10.1 model.
Other tablets such as the BlackBerry Playbook from Research in Motion Ltd. and the TouchPad from Hewlett-Packard Co. have gravitated toward that price point as well.
Apple also is setting the standard for display sizes, with the iPad’s 9.7-inch screen becoming the default standard in the market. Although some tablets have been introduced with screens in the 7-inch range, notably RIM’s BlackBerry PlayBook and the upcoming HTC Flyer, the number of designs in the market with 10.1- and 9.7-inch displays have been more plentiful.
“Dual-ing” Tablets
The IHS iSuppli Teardown Analysis Service also illustrates the trend toward multi-core processors in tablet designs. Following the introduction of the Motorola Xoom in February and the iPad 2 in March, all new tablet designs within 2011 have included dual-core processors that deliver higher computing and graphical performance.In 2012 IHS expects to see this trend to continue with the introduction of tablets featuring quad-core processors for even more enhanced performance.
Read More > IHS iSuppli Teardown Analysis
Apple Rides High-Margin Hardware to Competitive Supremacy [IHS iSuppli, July 29, 2011]
As shown by iSuppli’s Teardown Analysis service, Apple commands hardware gross margins in the range of 50 percent on the iPhone, compared to 20 percent to 40 percent for competitive products.
These high margins are the product of the company’s unique approach to product design and Intellectual Property (IP). So far, competitors’ responses to the iPhone have been lookalike, brute-force solutions that throw money at expensive features. Such a tactic yields a higher Bill of Materials (BOM) and generates lower profits—but still doesn’t provide the same quality of user experience as Apple’s products.
Oil Money
The benefits of Apple’s high-margin hardware strategy recently have manifested themselves in the company’s titanic market capitalization. At a level of $234 billion, Apple’s capitalization exceeded that of Microsoft Corp., making Apple the largest technology company in the world based on this measure. In fact, among all types of companies worldwide, Apple’s market capitalization is second only to oil giant Exxon Mobil.Meanwhile, Apple now holds a cash reserve of $23 billion, giving the company a massive war chest.
To put this into perspective, Apple could buy more than half of Nokia Corp. or all of Motorola Inc. just with its cash reserves—not that iSuppli actually expects the company to consider that.
Building Differentiation
While many companies have developed smartphones to compete with the iPhone based on assembling increasingly expensive subsystems, Apple has taken a unique approach.For instance, Apple employs a touch controller Integrated Circuit (IC) from Broadcom Corp., but combines it with its own touch system architecture. In another example, Apple’s fingerprints are all over the new A4 processor used in the iPad. However, the A4 started with building blocks made by Samsung Electronics.
A third example is that Apple chose to build around Infineon Technologies’ baseband IC, rather than choosing a more encompassing Snapdragon solution from Qualcomm.
Apple’s Lucky Star
The stars have aligned for Apple, and the company’s hardware and design vision perfectly matches the demand for improving utility of the Internet.The only company capable of directly challenging Apple’s prominence is Google Inc. Nonetheless, with the vast size of the market opportunity in the mobile world, iSuppli expects the two companies to profitably coexist.
At the same time, iSuppli expects Apple’s lead to extend. Given the variety of initiatives under way, iSuppli is convinced that Apple will offensively widen the gap that now exists relative to its peers, rather than simply extend the time defensively until others catch up.
Tablets to Power Growth of Mobile Broadband Market in 2011 [July 28, 2011]
Shipments of mobile broadband devices in 2011 are projected to climb to 157.9 million units, up from 100.1 million units in 2010. Aside from tablets, the mobile broadband segment includes devices such as notebook and netbook computers, as well as e-book readers.
This year’s growth rate for mobile broadband devices parallels the robust 57.4 percent expansion of 2010, and coming on top of a larger base affirms the market’s strong performance for the second year in a row. Shipments will continue to rise during the next few years but at lower rates, declining to 38.1 percent in 2012 and gradually trending downward until 11.0 percent in 2015 to some 350.7 million units. The five-year compound annual growth rate, computed from the starting year of 2010, stands at 28.5 percent.
Within the segment, tablets will represent the fastest-growing mobile broadband device this year with shipments projected to reach 58.9 million units, up a mighty 239.3 percent from 17.4 million in 2010.
“More than any wireless device, media tablets—exemplified by the best-selling iPad from Apple Inc.—appear to be at the forefront in boosting mobile broadband,” said Francis Sideco, principal analyst for wireless research at IHS. “Affecting everything from supply ecosystems to chipset design, to services, applications and business models, tablets are spurring innovation not just in the wireless sector but also across multiple industries,” Sideco noted.
In particular, media tablets are influencing every node of the value chain, including suppliers, device manufacturers, mobile network operators, third-party applications and service suppliers. In the supply node of the value chain, for instance, tablets impact not only how core chipsets and architectures are designed but also how chipset strategies are implemented and then marketed.
“The excitement surrounding tablets is primarily due to the virtually unlimited range of value-added services and applications that may be delivered through tablets because of their wireless networking capability,” Sideco said. “Whether tablets have built-in Wi-Fi or come with embedded 3G/4G chips, the wireless function of tablets enables them to transcend just merely being another cool gadget into a virtual storefront, with the potential to generate revenue for any number of downstream businesses and industries.”
…
Of the various ways to enable broadband access for consumer electronics devices, mobile hotspots and embedded chipsets are the fastest-growing methods, growing 25 to 50 percent faster than the overall market, Sideco noted. Key to their growth is the capability of mobile hotspots to combine data access for multiple devices while staying at the forefront of technology, as well as the flexibility of design enabled by chipset solutions in devices.
By 2015, the majority of mobile broadband devices will utilize the 4G wireless standard known as long term evolution (LTE), in line with consumer demand for faster speeds and, perhaps more important, lower latencies or delays from their mobile broadband networks.
“Growth in mobile broadband devices will drive an explosive increase in mobile data traffic, causing carriers to rapidly rethink their strategies for network and service deployments as well as data monetization,” Sideco said. “And as new players target the mobile device market, existing players at every node of the communications value chain will need to continually evolve their business strategies. Failure to do so in this dynamic market, with continually changing paradigms, will cause even well-established players to be relegated quickly to marginal roles.”
See also:
– Netbook prices starting $50 less at $200 via Intel MeeGo strategy [July 29, 2011]
– Tackling the Android tide [July 16, 2011]
– Acer repositioning for the post Wintel era starting with AMD Fusion APUs [June 17, 2011]
– Microsoft’s huge underperformance on mainland China market [May 30, 2011]
– Amazon Tablet PC with E Ink Holdings’ Hydis FFS screen [May 3, 2011]
– from the original post of March 29 (moved up to here): ASUS Eee Slate based Windows marketing from Microsoft [March 21, 2011] which is presenting the Windows Slate value proposition based on the Eee Slate product of ASUS being the first real slate product for Microsoft and thus finally enabling Redmond to start the long awaited value proposition campaign (just a start for MS but a very important one to build the much wanted by it premium value proposition over tablets from Apple and Google/Android)
– from the original post of March 29 (moved up to here): Follow-up: Acer’s decision of restructuring: a clear sign of accepting the inevitable disintegration of the old PC (Wintel) ecosystem and the need for joining one of the new ecosystems under formation [April 1, 2011] Worth to read along with this: Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones [April 16, 2011]
Acer Iconia Tab A100 finally available in August for $300 [July 29, 2011]
It’s been a long and twisted road for Acer’s 7-inch Honeycomb tablet, but after all the starts and stops, we’ve finally got an ETA for the Iconia Tab A100. According to an email sent out to Acer retail partners today, the slab should land in stores sometime in early August with a suggested price tag of $300 [becoming the first Honeycomb tablet in that size]. The Tegra 2-powered device was originally slated for a mid-May launch, but was reportedly held up by Honeycomb compatibility issues. Also arriving early August, is a pair of new Aspire notebooks: the 15.6-inch 5750Z and the 17.3-inch 7739Z, ringing in at $475 a piece. Both laptops rock 4GB of DDR3 RAM (upgradable to 8GB), 500GB of storage, and Intel Pentium processors. Given the extra three months Acer’s had to get the Iconia Tab A100 to market, that Honeycomb better taste extra sweet when it finally makes its debut.
Acer to ship 300,000-400,000 tablet PCs in 3Q11, say sources [July 25, 2011]
Acer is expected to take up delivery of 30,000 units of its 7-inch Iconia A100 tablet PCs from ODM Compal Electronics in July and increase the volume to 100,000 units in the August-September period, according to industry watchers.
More on Acer towards the end of Aug 2 Update.
Wintek to supply touch panels for use in Asustek tablet PC Eee Pad Transformer [Aug 2, 2011]
Taiwan-based Wintek has become the second supplier of touch panels for use in the second-generation Eee Pad Transformer tablet PC model to be launched by Asustek Computer in October 2011, according to Eee Pad Transformer supply chain makers.
In view of booming sales of the 10.1-inch first-generation Eee Pad Transformer, Asustek is having its supply chain well prepared for production of the second-generation model and therefore has selected Wintek to supply touch panels in addition to HannStar Display, which makes touch sensors produced by its subsidiary Sintek Photronic into touch panels, the sources pointed out. Wintek will begin small-volume shipments in the middle of the third quarter and shipments in large volumes will begin at the end of the quarter, the sources indicated.
Asustek shipped an estimated 400,000 Eee Pad Transformer tablet PCs in the second quarter of 2011 and aims to ship more than one million units in the third quarter, the sources noted.
Asustek to ship 300,000 Eee Pad Transformer tablets in June, says chairman [June 10, 2011]
Asustek Computer’s shipments of Eee Pad Transformer tablet PCs will reach 300,000 units as projected for June, and will account for 10% of total revenues for the month, according to company chairman Jonney Shih.
For the first half of 2011, total shipments of Eee Pad Transformers will top over 400,000 units compared to its target of 300,000, Shih added.
Shih made the remarks while Acer has lowered its tablet PC shipment target for 2011 from 7.5-10 million to five million units [then even lower to 2.5 million units, see much below in this August 2 Update]. But sources at component suppliers believe that Acer’s revised target still remains too high.
While Motorola Mobility has said that it shipped 250,000 Xoom tablets during the February-April period, the sources indicated total shipments of Xoom tablets will be below 500,000 units by the end of June.
Additionally, sales of Samsung’s Galaxy Tabs and HTC’s HTC Flyers tablets have been flat so far, the source added.
With plans to launch new models including sliding tablets and its Padfone, Asustek is confident that it will be able to sustain its goal to ship two million tables PCs in 2011, Shih stated.
Asustek sets prices lower for US-bound Eee Pad Transformer tablet PCs [May 23, 2011]
Asustek Computer has adopted an aggressive pricing strategy for its entry-level Eee Pad Transformer tablet PCs sold in the US market, a move which may force other vendors to adjust their pricing for comparable models, according to industry sources.
Asustek began to market its 10.1-inch Eee Pad Transformer in the US in May with the entry-level 16GB Wi-Fi only model priced at US$399.99, which equals roughly NT$11,500 compared to a price of NT$14,900 set in April when the device was initially launched in Taiwan.
Asustek is expected to ship two million tablet PCs in 2011, with the Eee Pad Transformer accounting for about 50% of total shipments, the sources estimate.
Facing price competition from Asustek, Acer reportedly is reviewing its pricing for comparable models sold in the US market, said the sources, noting that Acer currently sets the price of its 10.1-inch 16GB Iconia tablet PC at US$449.99.
Additionally, prices for Android 3.1-based tablet PCs to be launched by other vendors in the second half of the year may also be affected, with ASPs of Android 3.1 models likely to be dragged down by US$100, the sources commented.
ASUStek’s promotional video:
Eee Pad Transformer- My Multiple Lifestyle, I decide [April 12, 2011]
[ http://www.facebook.com/ASUSEee ]
Visit the ASUS Eee fan to know more product information and join campaigns.Meet the ASUS Eee Pad Transformer, the best tablet choice for users looking for both media consumption and mobile productivity. Featuring an expandable keyboard docking station and a combined battery life of up to 16 hours, the Transformer is a 10.1″ tablet running the new Android 3.0 operating system, Honeycomb. Stay productive with Polaris® Office® or enjoy multimedia with Adobe® Flash®10.2 support. Combine it with ASUS’ intuitive Waveshare user interface and the most powerful hardware features available makes the Transformer an exciting portable device supporting both office work and social communication.
ASUStek’s product site:
Eee Pad Transformer TF101 [April 2, 2011]
already indicating Android 3.2
Android 3.2 comes to the Asus Eee Pad Transformer (while Acer’s tablet gets Android 3.1) [July 29, 2011]
Asus Eee Pad Transformer to get Google Android 3.2 starting July 28th [July 27, 2011]
The latest version of Android doesn’t really bring much to the tablet for people that are already using Android 3.1. There’s better graphics support for some apps that were designed to run on smartphones, and some other minor tweaks. The key difference is that the operating system will run on 7 inch tablets with lower resolution screens, but you don’t really care about that if you’re already using a Transformer.
On the other hand, Asus appears to be bundling one minor update of its own with Android 3.2: After installing the update you’ll be able to use multitouch gestures on the touchpad on the optional keyboard dock accessory for the tablet.
See: ASUS Eee Pad Transformer Full Review Video [with 3.2 already] [14:38 long, July 30, 2011] if you are interested in an overall usage experience including bundled applications like ASUStek’s own Polaris® Office® 3.0:
… a professional mobile office Solution which enables users to edit various types of office documents including documents (.doc), spreadsheets (.xls) and presentation (.ppt) files, making the Transformer very attractive for professional use.
Asustek Jumps to No.4 Spot in China`s Tablet PC Market in Q2 [Aug 2, 2011]
The Taiwan-based Asustek Computer Inc., a world-caliber PC brand, scored a 4.2% share as the fourth-largest brand in the Chinese market for tablet PCs in the second quarter, outpacing Motorola and Lenevo, according to a local market research body Enfodesk.
Enfodesk`s report shows that sales of tablet PCs totaled 1.4414 million units in the market in the second quarter of this year, with Apple Inc. remaining No.1 with a dominant market share of 74.3%. The China-based eben and Samsung posted a share of 4.8% and 4.5%, respectively, for the No.2 and No.3 spot. Trailing Asustek, Motorola and Lenovo came fifth and sixth, respectively, with a 2.2% and 2.0% share.
Enfodesk`s analysts indicated that with more players joining the competition, the market will see increasingly intense competition. They pointed out HTC`s Flyer, for instance, has similar technical specifications as eben`s competing models, and hence is expected to capture some of its potential shares in the future.
While Apple`s iPad keeps dominating the market, Asustek`s EEE Pad Transformer, which has received raving reviews from foreign news agencies, like New York Times, for its cutting-edge keypad attachment and friendly selling prices, has quickly gained its ground. In addition to China, in fact, the product has also enjoyed hot sales in different countries of the world, helping the brand to offset a sales decline in netbook PCs so far this year.
But, now that few brands can narrow Apple`s lead in a short time, the competition for the No.2 spot in the market will become even more intense, especially when more low-priced generic tablet PCs have also hit the market to threaten these runner-ups, indicated market observers.
DisplaySearch`s survey findings show that global sales of generic tablet PCs sharply increased to 1.9 million units to command a 19.6% share of the total in the first quarter of this year, only next to Apple`s market share and higher than any of a single PC brand. Compared to branded models that sell for between RMB3,500 [US$544] and RMB5,000 [US$777], generic tablet PCs are commonly priced at RMB2,000 [US$311] and below, well received as low-end alternatives in the Chinese market.
Market Share Recorded by Tablet PC Brands in China in Q2, 2011 Ranking Brand Market Share 1 Apple 74.3% 2 eben 4.8% 3 Samsung 4.5% 4 Asustek 4.2% 5 Motorola 2.2% 6 Lenovo 2.0% Source: Enfodesk
ASUS Transformer Review: Buy ASUS Eee Pad, iPad, Xoom or Galaxy? [May 19, 2011]
ASUS Transformer is quite good, brown color and texturized surface Android 3.0 Tablet, despite of its Laptop Like Looks. It has 1024px 10 inches display with an nVidia Tegra 2 Processor inside. It has almost 10hrs Battery Life [compares with 10 hours for the iPad 2].
ASUS Eee Pad lacks the 3G connectivity at the moment which will be available in next coming model. It has a built in HDMI port. This hybrid gadget can rightfully claim to be one of the best tablets in the market so far, with far [more] beautiful looks than the bulky Xoom and a price cheaper than Samsung Galaxy Tablet.
The tablet computers that compete with the iPad have mostly been uninspiring. The Eee Pad Transformer stands out with a design that isn’t just copied from the iPad: It’s a tablet that turns into a laptop.
For $399, $100 cheape
str than iPad, you get a tablet computer with a 10-inch screen and hardware that doesn’t cut corners. It’s fully usable on its own. For another $149, you can buy a keyboard that connects to the tablet. Together, they look and open like a small laptop.…
The ASUS Eee Pad Transformer Display Screen uses the same technology as the iPad’s [see here: IPS Panel, 178° wide view angle], making it easy to read from any angle and in any orientation. It is slightly larger than the iPad’s and has a slightly higher resolution.
The ASUS Transformer tablet weighs 0.68 kg and has a rear 5MP camera that allows you to take picture with it, even if for some this can be quite uncomfortable. You can get the 16 GB version for 399$.
The ASUS Eee Pad Transformer Camera quality is so-so but more than adequate for videoconferencing through Google Talk. The Transformer has two cameras, as we expect from this year’s tablets.
…
This isn’t the first time we’ve seen small laptops running Android, but it is the first time ASUS Transformer runs Honeycomb, the first Android version specifically designed for tablets rather than smartphones. The update makes Android much better at taking advantage of a 10-inch screen.
But as tablet software, Android is still far behind Apple’s iOS software for the iPad. The biggest problem is the low quality and poor selection of applications from outside companies. Many of my favorite iPad apps, including Netflix and The Wall Street Journal are not available at all. Others, such as The New York Times, are available only in inferior versions, designed for the smartphone screen rather than the tablet.
I also had frequent crashes when using the applications. The Transformer is perhaps the best Android tablet out there, especially considering the price, but the software is still a major weakness. Still, the beautifully integrated keyboard should tempt people who don’t want to decide between a tablet and a laptop.
Honeycomb Market Unpredictable – Will not install apps [July 27, 2011]
We have 15 Motorola Xoom Tablets for a High School Classroom. I have updated all of them to Android 3.2 (Honeycomb). I have been testing installation of apps through the market and have had very unpredictable behavior on all the devices. Sometimes I can install apps and sometimes I can’t. At first it seemed like it didn’t work with our ‘Google Apps for Education’ accounts but then a few of the tablets wouldn’t install apps with our personal Gmail account. We would take them home and sometimes that would help and sometimes that wouldn’t. We put them outside our firewall here and that didn’t seem to help either. When we go to install an app it just sits there with the green bar scrolling. At that time, if we go to manage apps and the Market, stop the market and clear the data, then go back into the market, the app shows under ‘not installed’ apps……then when we click that it usually installs. I’ve also tried pushing the installs through the web browser too and that didn’t seem to make a difference. At this point it seems like they are door stops as they are practically unusable. As soon as it seems like we have it narrowed down, another device proves that wrong. And yes, I have tried Factory Resets on all of them.
Any ideas? No way am I going to call Motorola because they’ll tell me to unplug it and stupid stuff like that.
There was neither cure nor help for that from anybody (neither the vendor nor other users). This is the current sad state of the Android tablet market! ASUStek’s case is not different either (couldn’t be).
Android 3.1 on the ASUS Eee Pad Transformer [Anandtech, May 28, 2011]
At Google I/O Android 3.1 was unveiled along with details of Android Ice Cream Sandwich [a combination of Gingerbread and Honeycomb into a “cohesive whole”]. Here you see Android 3.1 (right) vs. 3.0.1 (left) on the ASUS Eee Pad Transformer. See also a very detailed ASUS Eee Pad Transformer Review [Anandtech, April 21, 2011] for the current (3.0.1) version where the ASUS tablet is also compared with Apple iPad 2, BlackBerry Playbook and Motorola Xoom.
Android 3.2 GPL source code published, update should follow soon [July 12, 2011]
… today Android Open-Source Project engineer Jean-Baptiste Queru has pushed the GPL portions of the 3.2 source code to the AOSP tree. Don’t think this means that Honeycomb has been open-sourced — this is just the bits used for the 3.2 update that are using the GPL license, which requires the source code to be available when the software is shipped.
For you developers out there, JBQ also gives build instructions (they haven’t changed since last time) and warns that the binaries aren’t likely to run on actual hardware, again like the 3.1 code. …
Motorola Xoom gets Android 3.2, 4G module’s FCC approval [July 12, 2011]
Motorola Xoom owners received two treats on Tuesday with new software and a hint of new hardware. Google has posted to its Android Building group that Android 3.2 is both available to download and should be reaching the tablets. The upgrade adds legacy app zooming, Exchange fixes, and the SD card slot support that Google had promised half a year ago before the launch of the Xoom.
The OS is also poised to be the first from Google to natively support seven-inch tablets like the Huawei MediaPad and HTC Flyer. Acer should also use it for the repeatedly delayed Iconia Tab A100. The PC builder had tried to force Android 3.0 on to the small size but found it unworkable.
Another of the initially promised upgrades, the 4G LTE module for Verizon, has surfaced at the FCC. The mini PCI card itself is nondescript but shows that Motorola will likely have a quick turnaround for the upgrades, which require that owners send in the Xoom to have it upgrade by Motorola itself.
Motorola cuts Xoom prices in US and Taiwan [July 7, 2011]
Motorola Mobility has lowered the price of its 32GB Wi-Fi-enabled Xoom tablet PCs for sale in the US from US$599 to US$499 and in the Taiwan market from NT$19,800 (NT$687) to NT$16,900.
Motorola’s price reduction comes after rival Asustek Computer launched its entry-level Eee Pad Transformer tablet PCs in the US market in May for just US$399, according to industry sources.
More tablet vendors are likely to cut their product prices prior to the launch of iPad 3 and Google’s next-generation Ice Cream Sandwich tablets to avoid the piling-up of old models, the sources commented.
Acer is likely to be forced to lower prices of Iconia tablet PCs in August in order to fulfill its goal to ship 2.5 million tablets in 2011, noted the sources, adding that Acer’s tablet PC shipments could have been below 300,000 units for the year so far.
Toshiba is also expected to reduce the price of its Android 3.0-based AT100 tablets in the Taiwan market after August, added the sources. The AT100 is currently available at NT$18,800.
Acer cuts Iconia tablet price to boost sales [July 29, 2011]
Acer has slashed the price of its 10-inch Iconia Tab A500 tablet PCs in the US market from US$449.99 to US$395 aiming to achieve its goal of shipping a total of 2.5-3 million tablet PCs in 2011.
The price reduction apparently aims to take on Asustek Computer’s Eee Pad Transformer tablets which are priced at US$399 for the US market, pointed out industry sources.
Acer in June lowered its 2011 shipment target for tablet PCs from 5-7 million units to 2.5-3 million units following a corporate restructuring in the second quarter. But some market watchers expect Acer to ship only two million tablet PCs as a best case scenario in 2011.
To cope with price competition from Acer, Asustek is expected to cut prices for its Eee Pad Transformers in mid-August, indicated the sources, adding that other brand vendors will also be forced to cut prices for their comparable Android/Nvidia Tegra 2 models.
Acer aggressively headhunting software talent from HTC, Asustek, Pegatron [July 27, 2011]
Acer has reportedly been aggressively headhunting software talent from players such as High Tech Computer (HTC), Asustek Computer and Pegatron Technology recently hoping to fill its gap in software development capability quickly, according to sources from PC players.
Commenting on the market rumor, Asustek pointed out that the company provides great treatment to its R&D technicians and the team is currently performing several new product developments and it has not heard any rumors about its employees leaving for other companies.
Starting from the end of 2009, Acer has been working aggressively seeking software R&D talent and successfully recruited an R&D team of 30 technicians from HTC to help rescue its smartphone business as well as cut into development of tablet PCs. However, compared to its competitors, which have close to thousands of technicians, Acer’s software R&D manpower is still rather weak, the sources noted.
Since Acer is providing great packages for its software R&D talent, the three firms all reportedly have several technicians ready to join Acer, while the deal has attracted talent from other software designers, the sources pointed out.
To counter Acer’s headhunting strategy, most of the competitors are paying more attention to the personnel turnover and are providing better bonuses to attract them to stay, the sources added.
Google posts Android 3.2 SDK, sets seven-inch tablet limits [July 15, 2011]
In addition to helping create native apps, it also helps explain the new tablet support. The release is very narrow on its new tablet requirements and explains that it will be focused only on seven-inch tablets with a 1024×600 display in addition to the nine- and ten-inch tablets it saw before.Actual users will mostly see the new adaptation to sizes as well as the support for SD card media loading that Google had promised half a year ago. A new addition for zoom-in app compatibililty lets apps run on tablets that don’t work properly in the usual scaling mode.
Developers mostly get better control over how apps display their buttons and other interface elements on different-sized screens, including the earlier sizes as well as the new seven-inch form factor.
The 3.2 update is likely the last Google will post in the 3.x family before Ice Cream Sandwich. Its new OS, which may start off as 4.0, is due to bring the Android 3 interface down to the phone level and scale more gracefully without being locked into certain resolutions.
The first tablets due to ship with Android 3.2 will be seven-inch tablets optimized for it, such as Huawei’s MediaPad and Acer’s Iconia Tab A100. HTC is also due to upgrade the Flyer and get a true tablet-native interface.
From the above posts it is apparent that the 3.0 version of Honeycomb had half-baked functionality which is only now has been partially expanded. Particularly notable are the display / screen functionalities in 3.2 which show what kind of narrow support developers had before, and also the limitations they should still cope with:
… some of the highlights of Android 3.2:
Optimizations for a wider range of tablets. A variety of refinements across the system ensure a great user experience on a wider range of tablet devices.
Compatibility zoom for fixed-sized apps. A new compatibility display mode gives users a new way to view these apps on larger devices. The mode provides a pixel-scaled alternative to the standard UI stretching, for apps that are not designed to run on larger screen sizes.
…
Extended screen support API. For developers who want more precise control over their UI across the range of Android-powered devices, the platform’s screen support API is extended with new resource qualifiers and manifest attributes, to also allow targeting screens by their dimensions.
From: Android 3.2 Platform and Updated SDK tools [Android Developers Blog, July 15, 2011]
The way of communicating such significant functional updates essentially needed for more general platform capability — only via a developers’ blog — is also showing how much Google’s way of delivering its Android OS is not platform-like at all. In the sense of ages old computing practices which began with IBM System 360.
End of Aug 2 Update
See also:
– ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011] which is describing a different strategy for the fastest growing mainland China market, with a range of smart phone products which also includes however a tablet PC albeit of different name (TD Pad or T Pad), different operating system (China Mobile’s OPhone which contains Android source code and in 3.0 version could be compatible with Android 2.3 or even 3.0) and different ARM processor (Marvell PXA 920)
– CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7] where you can find a lot of details related to this post for: Acer Iconia dual screen notebook, ASUS Eee Slate, AMD Fusion APUs (of which the dual-core C-50, former codename “Ontario”, is used in the Acer Iconia Tab W500)
Acer Lowers PC Sales Goal [March 29]
Acer Inc., one of the world`s leading personal-computer venders, has unexpectedly adjusted downward its first-quarter PC sales goal to a negative annual growth of 10% from originally set positive growth of 3%.
The outlook for Acer`s PC sales is gloomy because the company`s operating net profit margin will fall under 2% in the first quarter of the year from the preceding quarter`s 2.93%, casting a cloud over its future earning performance.
…
Another big PC vender—Asustek Computer Inc. is also struggling to keep the bottom line to see sales cut by 10% in the first quarter from the preceding quarter.
In a news letter released by Acer, its PC sales in the first quarter will shrink 10% from the preceding quarter because of the weakened demand of the PC markets in Western Europe and the U.S.
Acer predicted it will not see positive growth for sales of PCs in the second quarter, given an optimistic projection made by institutional investors that the worldwide notebook PC market will see shipment increase by 10% in the second quarter from the preceding quarter.
Acer revised guidance to affect Compal and Wistron performance for 2Q11 [March 28]
Earlier, industry sources predicted that Compal and Wistron would see their notebook shipments grow over 10% and 15-20%, respectively, on quarter in the second quarter.
For 2011, Acer is expected to outsource 40-50% of its notebook production to Compal and another 30% to Wistron, the sources estimated.
Acer, Asustek believe tablet PC to aid 2Q11 revenues, market watchers doubt it [March 29]
Acer expects its tablet PCs, which have already started shipping in March and will have even more models to be launched in the second quarter, will see strong shipment increase in the second quarter, while Asustek expects its Eee Pad series will contribute about 5% of its second-quarter revenues.
Comparing the products to the iPad 2, both Acer and Asustek have added special functions into their machines and iPad 2 but the two vendors’ devices do not have any price advantage, while facing a big gap in brand popularity, so their sales are unlikely to benefit much, the market watchers noted.
The market watchers are already conservative about Acer’s claim that the company will ship over five million tablet PCs in 2011 and believe Asustek’s goal of shipping 1.5-2 million units will have a better chance to succeed.
Asustek unveils Android 3.0 tablet Transformer [March 28]
Asustek Computer has unveiled its first Android 3.0 (Honeycomb) tablet PC model, the Transformer, which is equipped with a Nvidia Tegra 2 dual-core processor, a 10.1-inch capacitive touch screen, a 1.2-megapixel front camera and a 5.0-megapixel rear camera, for pre-order immediately in the Taiwan market. It will debut the model in the UK on March 30 and the US in early April, according to the company.
The Transformer has an optional keyboard set for multiple extended use, Asustek indicated.
Asustek launched a 12-inch Wintel tablet PC model, the Eee Slate EP121, in January 2011. It will launch a 10-inch Android 3.0 Nividia Tegra 2 model, the Eee Pad Slider EP102, in May; and a 7-inch Android 3.0 model with 3G voice communication, the Eee Pad MeMo EP71, in June.
Asustek expects to ship 1.5-2 million units from the Eee Pad series to share 10% of total global shipments of non-iPad tablet PCs in 2011, the company said, adding of the total Eee Pad shipments in 2011, Transformer will account for at least 50%.
ASUS Tablet Computers — Providing Choice through Innovation at CeBIT 2011 [Feb 28]
Wide range of innovative tablet computers provide a variety of choices for consumers and businesses alike
CeBIT, Hanover, Germany (February 28, 2011)
— ASUS today presented a live demonstration of the four tablet devices announced earlier this year: the Eee Slate EP121, Eee Pad Transformer, Eee Pad Slider and Eee Pad MeMO. Designed for a wide range of users and applications, the models will be available with three screen sizes, and a choice of either Windows® 7 Home Premium or Google Android® operating systems for the ultimate in mobile flexibility and productivity.Choice is essential when selecting innovative and technologically advanced personal computer devices. When it comes to tablets, there is a clear need for devices than can deliver a full multimedia experience with HD video, broad connectivity options, gaming, plus the broadest range of media compatibility with standards like Adobe Flash, all in a compact device. In short, there is demand for tablets that enable users to both consume and create content to learn, work or play.
ASUS Eee Slate EP121
The Eee Slate EP121 is designed for users who require a highly portable handheld device that can also run standard office software while multitasking with other applications. Powered with an Intel® Core™ i5 dual-core processor, the Eee Slate features a 12.1” LED-backlit display with a 1280 x 800 resolution and a wide 178° viewing angle, making it perfectly suited for both productivity applications and multimedia entertainment.Windows® 7 Home Premium ensures full compatibility with a wide range of popular applications controlled by flexible input options thanks to the Eee Slate. The capacitive touch-screen responds instantly to fingertip control for day-to-day use, while the electromagnetic stylus offers fine precision input and control. An on-screen keyboard is also complimented by support for an external Bluetooth keyboard for traditional desktop use.
The Eee Slate is available with 32GB or 64GB of SSD storage (expandable via SDXC), and up to 4GB of DDR3 RAM. All models have 802.11n Wi-Fi, Bluetooth 3.0, a 2-megapixel camera, plus two USB 2.0 ports that provide full support for a wide range of standard PC peripherals, along with a mini-HDMI port that is ideal for connecting to external displays.
The Eee Slate EP121 was recently honored with a CES 2011 Innovation Award in the Personal Electronics category, and initial sales figures showed it reaching the 3rd best-selling item in the Computers and Accessories category at Amazon.com.
ASUS Eee Pad Transformer
Slated for release in April, the Eee Pad Transformer comes with a slim lightweight design and 10.1” capacitive touch-screen. It is the perfect pad computer for people who want to enjoy multimedia on the move, but still wish to have easy access to the web, email and other productivity applications. A custom user interface provides easy access to the many features of the Android® 3.0 HoneyComb operating system, while the NVIDIA® Tegra™ 2 chipset provides full support for Adobe Flash, smooth HD video conferencing and playback, a lightning fast web experience and incredible mobile gaming performance.An optional docking station turns the Transformer into a full-fledged notebook with a QWERTY keyboard for desktop use, while extending battery life up to 16 hours. As with the Slider, front (1.2MP) and rear (5MP) digital cameras make for easy video chat and digital photography, while a built-in mini-HDMI port makes for easy connections to external displays for full 1080p HD video playback.
ASUS Eee Pad Slider
Mobile users who want the best of both tablet and traditional notebook worlds will be well served by the Eee Pad Slider. This pad computer not only features a 10.1” IPS touch-screen for finger-friendly use, but also a slide-out QWERTY keyboard for comfortable, use-anywhere typing. It is powered by the NVIDIA® Tegra™ 2, the world’s most advanced mobile processor with a dual-core CPU and NVIDIA® GeForce® GPU for never-before-seen experiences on a mobile device.Built-in digital cameras on the front (1.2MP) and rear (5MP) of the Slider allow for easy video chat and digital photography while the Android® 3.0 HoneyComb operating system makes sharing photos by internet, email and social media sites a breeze. The intuitive interface provides user-friendly control via the capacitive touch-screen and optional onboard 3G allows for go-anywhere internet access, making the Slider the ideal device for mobile professionals with work-oriented needs.
ASUS Eee Pad MeMO
The Eee Pad MeMO provides the ultimate in mobile flexibility. Its 7” capacitive touch-screen makes it small enough to slip into a jacket pocket, yet still perfect for taking handwritten notes using the supplied stylus pen. The Android® 3.0 HoneyComb operating system with Qualcomm®’s dual-core Snapdragon™ offers a wide range of productivity and entertainment software, while a Micro HDMI port means the MeMO can even connect to an external display for full 1080p HD video playback. Built-in digital cameras on the front (1.2MP) and rear (5MP) of the MeMO also allow for easy video chat and digital photography, making it a convenient travel companion.
ASUS Launches the Eee Pad Transformer – An innovative tablet with an expandable keyboard dock [March 25]
ASUS today has announced the first shipments of the ASUS Eee Pad Transformer, the best tablet choice for users looking for both media consumption and mobile productivity. Featuring an expandable keyboard docking station and combined battery life of up to 16 hours*, the Transformer is running the new Android 3.0 operating system, Honeycomb. Combining Honeycomb with ASUS’ intuitive Waveshare user interface and the most powerful hardware features available makes the Transformer an exciting portable device supporting both office work and social communication.
Powerful mini-cinema entertainment on-the-go
Powered by the NVIDIA® Tegra™ 2 dual-core processor, the Transformer browses the web at blazing speeds, providing a snappier response time and better performance when multi-tasking. An IPS Panel made from durable and scratch-resistant glass is viewable at angles up to 178°, and produces a crisper and more accurate color range by up to 50% when compared to other tablets in the market. Built-in SRS Sound technology provides a dynamic 3D stereo audio experience, with maximum bass response and a wide sound field from the discrete speakers housed in the 12.98mm thick frame that weighs only 680g. A 5MP rear- and 1.2MP front-facing cameras can shoot and record video, which can be played back in video on HDTVs via a mini HDMI output port, making it a true mobile entertainment device.
Transform from pad to notebook mode with keyboard docking station
The Transformer sets itself apart from other tablets on the market by featuring an optional docking station. This provides access to a full QWERTY keyboard along with unique Android Function keys, turning the tablet Transformer into a full-fledged notebook. Preloaded on the Transformer is Polaris® Office® 3.0, a professional Mobile Office Solution which enables users to edit various types of office documents including documents (.doc), spreadsheets (.xls) and presentation (.ppt) files, making the Transformer very attractive for professional use. A touchpad, 3.5mm audio jack, two USB ports as well as a built-in SD Card reader for easy file sharing and storage expandability makes the Transformer a versatile media hub. In addition, the ultra-convenient ASUS WebStorage with one year of unlimited storage space provides worry-free cloud computing. The docking station also extends the Transformer’s 9.5 hours* of battery life up to 16 hours*, so users can use it all day for work and play.
Android 3.0 Honeycomb OS with ASUS Waveshare UI
Google’s Android Honeycomb is a revolutionary operating system specially designed and optimized for tablets, and enables users a full web experience for on-the-go web browsing, communicating and casual computing. Supporting Adobe® Flash® 10.2** and the ever growing Android Market, entertainment is a finger swipe away. The convenient ASUS Launcher also allows users to easily launch software, manage content and access online services and connect devices with a few simple taps, while ASUS’ Waveshare Interface hosts a variety of unique applications such as MyNet, MyLibrary, MyCloud and more. MyNet easily streams digital media wirelessly within home network devices so HD videos or music can be played on devices such as an HDTV or desktop PCs for an even better experience from the Transformer. MyLibrary consolidates downloaded books, magazines and newspapers in to one easy to browse profile while MyCloud is a total cloud solution, providing access to digital content such as music, videos and files from the cloud anywhere, anytime. Users can even use MyCloud to remotely access and control any PC or Mac system and access applications or files to extend the versatility of the Eee Pad Transformer experience.
*9.5 and 16 hour battery life estimated under certain conditions.
**Adobe® Flash® 10.2 support requires an upgrade available online.Highlights:
- Mobile Productivity with docking station (Full QWERTY KB and touchpad, up to 16 hours of battery life, Unlimited ASUS WebStorage)
- Mini-Cinema Entertainment (Brilliant IPS panel with 178⁰ viewing angle, HDMI support, NVIDIA® Tegra™2 1.0 GHz dual-core CPU)
- Trendsetting Tablet Experience (Android 3.0 OS for tablets, Flash support, thousand of applications on Android Market )
Asus EEE Pad Slider Tablet Hands-On (Honeycomb) @ Cebit 2011, Hannover, Germany [March 6.]
Asus Eee Pad Slider Full Specifications And Price Details [March 6]
Network 3G Network – 2G Network – Form Factor QWERTY-Slider Dimensions L x B x H 273 x 180 x 17.7mm Weight 886 grams Display Type IPS Capacitive touchscreen Size 7 inch Colors & Resolution 16 Million Colors & 1280 x 800 Pixels Input/ User Interface Input Full Slide-out QWERTY Keyboard Multi Touch Accelerometer sensor for UI auto-rotate Proximity sensor for auto turn-off System Properties Operating System Android 3.0 Honeycomb OS CPU 1GHz Dual-Core Nvidia Tegra 2 Processor 1GB / 512MB RAM Memory Storage Internal Memory 16GB/ 32GB memory storage Memory Expansion – Browser & Messaging HTML, Flash SMS, MMS, Email, Push Email and IM Camera Still – 5 Megapixels – 2592 x 1944 pixels – LED Flash, Auto Focus Secondary – 1.3 Megapixels – 1280 x 1024 pixels Video Recording Capability – 1080p HD video recording capability @ 30fps – 1920 x 1080 Pixels Connectivity Bluetooth & USB Bluetooth v2.1 with EDR & v2.0 micro USB WLAN Wi-Fi 802.11 b/g/n Headset 3.5mm stereo headset jack GPS A-GPS 3G Yes HDMI Mini-HDMI Music & Video Music Format MP3, WMA Video Format MPEG4, H.263, H.264 Battery Type Li-Ion 25WH Standard battery Battery Life 6 Hours Running Other Features 1080p HD video playback Micro HDMI Connector My Wave UI Optional onboard 3G Adobe 10.1 Flash compatibility Facebook integration Android Market, G-mail, Google Maps, G-Talk Facebook, Twitter, YouTube, Picasa Quickoffice, Digital compass Colors Black Price & Availability
Asus Eee Pad Slider will be available from May at a price ranging from $500 to $800.
Tablet PC Competition to Benefit Taiwanese Firms [March 25]
With PC vendors heavily promoting tablets to trigger more fierce competition in the marketplace, Taiwanese PC and related parts and component manufacturers are expected to benefit from the market boom this year.
Starting with Apple Inc.`s iPad 2G, launched on March 25 in 25 countries of the world and seen as a blockbuster for its upgraded specifications at a comparatively low unit price of US$499, more than 100 tablet models from different PC and handset vendors will be available in the market in the second quarter of this year.
In addition to existing players as Apple, Motorola and Samsung, others, including Taiwan`s Acer, Asustek, HTC, and MSI and the U.S.`s Dell and HP, will also join the competition starting the end of March.
For instance, Asustek`s Eee Pad is slated for launch around the end of March will sell for US$399 to US$699 per unit, and Acer`s Iconia will also be available starting in April, which will be built with a 2.1GHz dual-core processor with different price tags from US$299 to US$699.
Market observers estimate about 60 million tablet PCs will be sold worldwide throughout the year, with Apple to contribute 35-40 million units as the No.1 vendor.
Riding on the market booms, Taiwanese PC manufacturers, such as Hon Hai Group, Quanta Computer Inc., Compal Electronics Inc., Wistron Corp., Inventec Corp., Pegatron Corp., etc., will surely capture a big slice of the huge market pie this year.
Among them, Hon Hai Group is expected to emerge as the biggest winner in the competition landscape, as it has secured Apple`s contract orders on hand and revved up production in China for the client. In the meantime, Quanta and Compal, the world`s top two notebook PC suppliers, have shared Acer`s manufacturing orders for iconia, while Pegatron has garnered Asustek`s order for Eee Pad Transformer.
Also, HP`s tablet running Web OS and going on sale in June will be supplied by Inventec. Dell`s Android 3.0-installed model has been mass produced by Qista Corp, and RIM`s PlayBook has also been set for production by Quanta.
Makers of PC parts and components have also benefited from the tablet competition, such as TPK Holding Co., Ltd. and Wintek Corp. (touch panels), Largan Precision Co., Ltd. (optical lens modules), Simplo Technology Co., Ltd. and Dynapack International Technology Corp. (batteries), Unimicron Technology Corp. and Tripod Technology Corp. (high-density interconnection boards), etc.
Acer’s new ICONIA Tab W500: the best from PCs, the best from tablets [Feb 14, 2011]
2011-02-14 – Barcelona
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Acer Iconia Tab W500 with Docking Station
Fun and productivity, entertainment and work. Our lives are made of different sides, that seamlessly blend one into the other. The devices we use should reflect this flexibility and ability to multitask, allowing us to enjoy and share content as well as be productive when there is the need.
This is why Acer created the ICONIA TAB W500, with an innovative design that effectively combines the best of two worlds: tablet and PC.
Capable of reconciling the opposites, ICONIA TAB W500 brings together the user-friendliness of the tablet with the familiarity of the PC, letting users enjoy the greatest entertainment or be productive, at home or on the go, according to their needs. The ICONIA TAB W500 effectively creates a bridge between the worlds of entertainment and productivity.
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Acer Iconia Tab W500 with Docking Station and the Ring user interface
How? Acer ICONIA TAB W500 is a 10.1-inch multi-touch screen tablet that is complemented by a full-size chiclet docking keyboard. Calling the Acer ICONIA TAB W500 simply a tablet would be reductive. While the high-resolution screen, together with Dolby® optimized audio, are synonyms of fabulous entertainment, the handy docking keyboard is perfect for productivity.
The Acer ICONIA TAB is the perfect device for users who want to enjoy a flawless touch experience, but are not ready to retire the keyboard yet. The full-size chiclet keyboard doubles as a docking station providing optimal ergonomics and extended connectivity; plus it features the Acer FineTrack™ pointing device with two buttons for convenient navigation, an Ethernet port for fast Internet connections, and a USB port for external devices.
You can count on the Acer ICONIA TAB W500 to keep you updated on what’s going in your social networks, or have the latest news at your fingertips, check your mails or watch a movie on the fly, review a presentation or enjoy fun touch games. This is the beauty of having a multi-touch screen tablet that seamlessly transforms into a PC simply by docking it!
Acer Iconia Dual-Screen Notebook with Acer Ring
Starting point of the ICONIA TAB W500 touch experience is the Acer Ring. Easy to launch with a simple grab gesture, it offers immediate access to all the special features and touch application pre-loaded on Acer ICONIA TAB W500.
Utilities in the Acer Ring include Clean Disk, to manage and optimize disk space; Snipping Tool, to quickly select, tag and clip screen images; Device Control, to fine tune the tablet settings; Camera, to launch Acer Crystal Eye Webcam; Calculator and Game, to reach the games stored on Acer ICONIA TAB W500 in a breeze.
The Acer Ring also features a series of AppCards to effortlessly browse through and launch useful touch applications:
- TouchBrowser, designed to provide a better user experience, it lets you search, open, resize, select content from the web with the tips of your fingers.
- SocialJogger,
- My Journal, where you can collect web clips that are dynamically updated to keep you posted on any news in the websites you find interesting.
- clear.fi to search, share, and playback favourite music, photo, and video.
Acer clear.fi is Acer media sharing system that lets you enjoy your multimedia content across your home quickly and effortlessly. Thanks to clear.fi and the HDMI port your can stream and appreciate the multimedia stored on Acer ICONIA TAB W500 on any of the devices connected to your home network and clear.fi enabled.
Running on Windows 7 OS, Acer ICONIA TAB [W500] is equipped with AMD C-50 processor and AMD Radeon™ HD6250 graphics, for excellent visuals and gaming. Easy communication is a given with the ICONIA TAB W500, thanks to multiple connectivity options including Wi-Fi, 3G (on selected models) or Bluetooth® 3.0. To top it off, the dual, back and front, Acer Crystal Eye 1.3MP webcam, not only allows you to engage in video chats or video calls with your friends, it also enables you to record HD videos and share them on Facebook or YouTube.
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Acer Iconia absolute touch experience with Acer Ring
Acer’s ICONIA TAB A500 [Feb 14]
Full touch experience in HD
2011-02-14 – Barcelona
Mobility and innovation, which have always been part of Acer’s DNA, now find a new form of expression in the new Acer ICONIA TAB A500, a 10.1-inch tablet designed to maximize content enjoyment, providing the same rich multimedia, gaming and Web experience you can enjoy on your home PC with the added user-friendliness of multi-touch technology.
Sleek, smart and full of innovative features, the ICONIA Tab A500 will be equipped with the latest, highly intuitive Google Android 3.0 “Honeycomb” operating system, the new version of the Android platform specifically optimized for tablets, combined with Acer UI to reach a whole new level of interactivity.
What’s more, the Acer clear.fi media sharing system will be preloaded on the device for seamless integration in the home clear.fi environment to easily access, play and share multimedia across the home network and to instantly publish updates to social media networks.
Designed for rich multimedia entertainment, this tablet comes with a high resolution, high colour contrast 10.1” display with wide viewing angle providing higher colour accuracy for better visuals from different perspective, allowing users to play or share HD video with friends on the go. Complete with a built-in HDMI port and 1080p output, it may also be used to enjoy HD content in full HD on a big screen TV or monitor.
The 10.1” full capacitive multi-touch screen ensures an optimal on-screen experience from every angle. Aluminum casing provides a cool look and feel, while its high gloss finish anodizing decorated with laser engraved textures demonstrates subtle sophistication. And despite being just 13.3mm thick, it’s powerful enough to provide fun and productivity in any location.
One of the tablet’s most impressive features is its ability to run and play premium HD arcade games and complex online 3D games, thanks to the multi-touch screen and gyro meter control, which guarantees an entertainment experience on par with the best game consoles.
The Acer ICONIA TAB A500 will be equipped with the dual-core NVIDIA® Tegra™ 2, the first mobile dual core CPU, that delivers up to two time faster browsing, for the best web experience ever, and amazing graphics, for optimized HD viewing, 3D and console-quality gaming, and multimedia playback anywhere thanks to the ultra-low power (ULP) NVIDIA® GeForce® GPU with Flash 10.1 support. What’s more you can relish movies, photos and more on your big screen TV in full HD glory thanks to 1080p HD video playback.
Multiple connectivity options, including Wi-Fi, 3G or Bluetooth® 2.1, maximise your mobile experience and keep you in touch with all you care about. The 5MP rear-facing camera plus HD front-facing camera are just perfect for video recording, video chat, or quickly snap a picture and upload it to Facebook, YouTube, Picasa; it can also be used as a barcode scanner
Available April 2011.
Acer Iconia Tab A500 Android Tablet Honeycomb [Gaming] Demo [March 28]
Acer aims to ship 5-7 million tablet PCs in 2011 [March 24]
Telecom service provider AT&T has announced that it will carry Acer’s Iconia Tab A501 4G tablet PC. Acer expects tablet PC shipments in 2011 to reach 5-7 million units, and aims to grab a 10% share of the global market, according to company chairman JT Wang.
The Iconia Tab A501 supports a 10.1-inch panel, Android 3.0 and Nvidia Tegra 2 dual-core processor. The device is scheduled to hit the market in the second quarter.
Verizon Wireless reportedly is interested in Acer’s other tablet PC, the Iconia Tab A500, according to industry sources.
Acer to Penetrate U.S. Market with 4G Tablet PC [March 25]
Suffering a sharp shrinkage in sales of netbook PCs in the U.S. due to the rise of Apple Inc.`s iPad, Acer is forced to switch focus onto tablet PCs and hence decides to join hands with AT&T, one of Apple`s major telecom partners, to fight back against the competitor, noted market observers.
…
The biggest functional features of the device include its interconnection with TVs and a built-in 4G LTE (long term evolution) modem. The device will be promoted along with AT&T launching its LTE services, with the selling price having yet to be determined.
…
To accelerate its foray into the emerging segment, the firm is scheduled to launch its first Android 3.0 tablet, Picasso, by the end of March, which, the firm`s Taiwan president Scott Lin confirmed, has been popularly ordered by retailers so far, according to the firm`s Taiwan president Scott Lin.
Acer Iconia Tab A500
AT&T Network to Support Acer’s High Performance,Android-Powered 4G Tablet [March 22]
10.1-inch, HD Ready, Android 3.0 4G Device Launching Q2 2011
Dallas, Texas, March 22, 2011
AT&T*, today announced plans to support Acer’s first 4G tablet, the Acer Iconia Tab A501, on the nation’s fastest mobile broadband network beginning this summer.
The 10 inch Acer Iconia Tab A501 will feature the Android 3.0 operating system with Android Marketplace, and an NVIDIA Tegra 250 1GHz dual core processor with integrated graphics for the fastest HD gaming, web and multimedia experience.
Designed for both consumers and small business customers, the tablet will also sport a high-resolution display with a wide viewing angle to view super sharp video and other multimedia content. It will come equipped with a 5 megapixel rear-facing camera, a high definition front-facing camera for video chat, and an HDMI port for playing 1080p video on a high definition big screen TV.
“Consumers are seeking cutting-edge mobile computing devices and we look forward to giving them another great choice with the Acer Iconia Tab A501,” said David Haight, vice president of business development, AT&T Emerging Devices. “This tablet is packed with features that will enable HD gaming and exceptional video playback. It offers a first-class on-the-go entertainment experience.”
“We are pleased to collaborate with AT&T on mobile solutions that allow consumers to remain connected and entertained in any environment,” said Sumit Agnihotry, vice president of product marketing, Acer America. “The Acer Iconia Tab A501 combined with AT&T’s wireless service enables consumers to enjoy their favorite movies, games, blogs and social networking sites on the go.”
Distribution and pricing will be announced at launch, expected in the second quarter.
Acer’s ICONIA TAB A100 [March 14]
Mobility at its best
2011-02-14 – Barcelona
Whether you are into gaming, social network or enjoying your multimedia on the go, the new Acer ICONIA TAB A100 is your dream come true. Stylish and compact, this 7” tablet offers unrivalled portability and matches it with the ultimate high performance, taking your mobile experience to the next level.
The Acer ICONIA TAB A100 primary focus is on providing a truly rich user experience. This is why it will be equipped with Android 3.0 “Honeycomb”, the new Android operating system specifically optimized for tablets. On the home page, resources are grouped into four main content usages, within easy reach of your fingertips:
- Games Zone: here you can find a variety of compelling preloaded games – online 3D, console and casual – that you’ll certainly enjoy.
- eReading, where you can find the tools you need to download or read magazines and books. Magazines with Zinio, books with Nook and LumiRead.
- Multimedia groups all the apps you need to enjoy music, videos and photos.
- SNS brings your social life together. Not only you can find the links to Facebook, Twitter, but also Acer SocialJogger that lets you check, post and update all of your accounts at a glance.
Also pre-loaded on the Acer ICONIA TAB is clear.fi, the Acer media sharing system that enables the seamless integration of the device in the home clear.fi environment to easily access, play and share multimedia across the home network and to instantly publish updates to social media networks.
To provide a truly outstanding user experience, a device must have a powerful engine. The Acer ICONIA TAB A100 will be powered the dual-core NVIDIA® Tegra™ 2, the first mobile dual core CPU, that delivers up to two time faster browsing, for the best web experience ever. Plus, the ultra-low power (ULP) NVIDIA® GeForce® GPU with Flash 10.1 support, ensures amazing graphics for optimized HD viewing, 3D and console-quality gaming, and multimedia playback anywhere. What’s more you can relish movies, photos and more on your big screen TV in full HD glory thanks to 1080p HD video playback.
Don’t be fooled by size of the screen. On this 7” (1024×600) full touch screen tablet with a 16:9 aspect ratio, you can enjoy photos, videos and movies as well as read books and magazines, and most impressively you’ll be able to run and play premium HD arcade games and complex online 3D games, thanks to the multi-touch screen and gyro meter control, for a gaming experience on par with the best consoles.
The Acer ICONIA TAB A100 is also a joy for the ears. Complete with Dolby Mobile technology providing rich vibrant audio with extended bass performance and added depth, this tablet takes the entertainment experience to a new level. To top off the rich entertainment experience, the ICONIA TAB A100 comes with a 5MP auto-focus rear camera, to capture you’re life best moments and quickly upload them to your social networks, and a 2MP front-facing camera to engage in live chat with your friends.
Multiple connectivity options, including Wi-Fi, 3G or Bluetooth® 2.1, maximise your mobile experience and keep you in touch with all you care about. Complete with a built-in HDMI port and 1080p output, it may also be used to enjoy HD content in full HD on a big screen TV or monitor, while a full-size and a mini USB help connecting the ICONIA TAB A100 to other devices.
Compact and stylish, is easy to handle and flaunts a trendy back cover embellished by an eye-catching pattern.
Discover a new world of interaction with the Acer ICONIA TAB A100!
Acer to Dismiss 10% of Employees in China [March 28]
To enhance operating efficiency of its PC business unit in China, the Taiwan-based Acer Inc., one of the world`s top three PC vendors now, is going to cut 10% of employees in the country, according to the firm.
Acer acquired the PC business unit from China`s Founder Technology Group for NT$120 million last August as a strategic move to penetrate the Chinese market. The strategy has worked, as the Taiwanese firm effectively pushed up its share to 8.6% to rank as the second-largest brand by overall PC sales in the market in the fourth quarter of 2010, only next to Lenovo. During the same period, the firm also ranked No.3 in terms of notebook PC sales.
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Top 5 PC Brands in China in Q4, 2010 Ranking Brand Market Share 1 Lenovo 30.10% 2 Acer 8.60% 3 Dell 7.20% 4 HP 7.20% 5 Asus 5.20% Source: Gartner
ASUS Eee Slate based Windows marketing from Microsoft
Microsoft strategy is to show that the Windows slates will provide premium value over tablets from Apple and Google/Android. While there had been nothing available to exercise that for quite a long time (see: Windows slates in the coming months? Not much seen yet [July 13 – Oct 6, 2010]) the situation is quickly changing with the first real slate product, Asus Eee Slate EP121 coming out of the pre-order status this week.
So now we have the opportunity to observe how Microsoft is starting to build the targeted premium value proposition with current offerings while the real slate value will only be available in a year timeframe probably (with a kind of next generation Windows offering). It will be quite interesting to see what software and/or service additions will be probably delivered to strengthen the current “bare bone” momentum over the next months, especially in the MIX’11 timeframe.
ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance
Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]
Information about China Mobile’s related efforts on this blog:
– OPhone OS (OMS) 2.0 based on Android 2.1 [July 5 — Dec 13, 2010]
– 3.9G TD-LTE rollout in 2012 with integrated 2G, 3G and 4G? [July 19 — Dec 14, 2010]
– Could China close the gap in mobile Internet? It should! [July 21 — Oct 21, 2010]
– IMT-Advanced (4G) for the next-generations of interactive mobile services, China is triumphant [Oct 24 — Nov 24, 2010]
– Cloud Computing Strategy for Digital China: Taiwan is leading the way except IOT [Nov 8 — Dec 30, 2010]
– Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]
Follow-up: High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
Marvell and ASUS Team Up to Enable Mass Market Availability of TD-SCDMA Smartphones [Marvell press release, Feb 23, 2011] (emphasis is mine):
Marvell … today announced that ASUS has chosen Marvell as a strategic partner to launch a new series of TD-SCDMA (Time Division-Synchronous Code Division Multiple Access) smartphones in China. ASUS‘ new T10 and T20 series smartphones are powered by Marvell(R) PXA920 platform, the first commercially available single-chip solution which supports China Mobile’s latest version of OPhone OMS system. … delivers gigahertz speed, dynamic multimedia for mobile TV, live video, gaming and many exciting new applications, all to be unified by Marvell’s beautiful and easy-to-use Kinoma(R) software experience.
In fact there were additional three devices, T25, T60 and T Pad, as well. See the following Forbes blog article (and even more below, or a very detailed event report with plenty of photos in Chinese, or look at an English translation by Google):
Asus Brings Five Android [rather OPhone OMS, see later] Devices To China In Bid For Billions Of New Customers [Feb 23, 2011] (emphasis is mine)
On Thursday afternoon in Beijing, Asus plans to announce a wide-ranging partnership with China Mobile that will make four Asus smartphones and one tablet available to the carrier’s millions of customers.
The deal is the cornerstone of Asus’ newest strategy to boost its mobile devices business. Though Asus is widely known for its computer parts, laptops and netbooks, it remains a bit player in the global cellphone and smartphone markets.
The company hopes a tie-up with China Mobile, which is both China’s largest wireless operator and the world’s biggest carrier by subscribers, will raise its mobile profile. “China will be our biggest mobile market,” said Benson Lin, Asus’ head of mobile devices, in an interview. “China is very important to our future.”
The partnership will be something of a gamble for Asus. China Mobile, like all Chinese carriers, uses a unique technology standard (TD-SCDMA) for its 3G cellular network. That means the phones Asus is providing to China Mobile — known as T10, T20, T25 and T60 — can’t be offered to any other operator.
Lin said the potential is worth the risk. He declined to share specific sales goals, but noted that China Mobile currently has nearly 590 million subscribers. Capturing 10% or even just 5% of that audience is “still a huge number,” he said.
Though all handset makers are interested in China, many are waiting for the country to upgrade its networks to the 4G technology LTE, said Lin. Asus believes it will benefit from forging a relationship with China Mobile now, when other phone vendors “aren’t paying attention,” added Lin. Europe is currently Asus’ largest mobile market, but Asus anticipates China will replace it soon.
The opportunity has pushed Asus to customize its “T” series of phones to Chinese tastes. Instead of automatically connecting to Google for browsing, the devices will link to the popular Chinese search engine Baidu. And instead of Facebook, they will access the Chinese social network RenRen.
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All of the T phones run on the 2.0 version of China Mobile’s Ophone operating system, which is a variant of Google’s mobile platform, Android [not a variant since it has a Linux core and another user interface, as the most different aspects, but compatible with Android through source code reuse – see much below]. They also utilize special processors from California-based chipmaker Marvell. The design, which combines a CPU and modem on a single chip, is more affordable, efficient and compact than systems that use two chips, said Lin.
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Developing the T phones took a year and a half of intense development at Asus’ Taipei campus, said Lin. Asus already has some phones in the Chinese market, but they are at a smaller carrier, China Unicom, which uses a different 3G standard called WCDMA.
Asustek to sell new line of smartphones through China Mobile [Feb 25, 2011] (emphasis is mine)
Designed specially for the TD-SCDMA network in China, this chip [the PXA 920] will help bring down the cost, size, and power consumption of Chinese mobile devices, Asustek said in a statement by email.
“The information technology industry is turning from personal computing to cloud computing, and mobile phones are expected to become the most important cloud computing devices due to a wide range of applications,” Asustek chairman Jonney Shih said in the statement.
This type of industry collaboration [with China Mobile and Marvell] represents a shift in Asustek’s strategy for its smartphone line. Last October, Asustek, which had been selling smartphones under the Garmin-Asus brand since early 2009, said it would not introduce any more co-branded handset models.
Media reports estimate that China Mobile will purchase a total of 12.2 million TD-SCDMA-based handsets this year. This includes 4 million phones designed for entertainment use, 3.2 million multi-media smartphones, 3.2 million entry and mid-level smartphones, 1.5 million high-end connected devices, and 300,000 dual-network phones.
ASUS Four New TD-SCDMA Smartphones in China [Feb 27. 2011]
The ASUS T10, T20, T25 and T60 smartphones are powered by an 806MHz Marvell PXA920 processor and known as the world’s first single chip supporting TD-SCDMA. These new handsets are utilizing a Marvell Avastar 88W8787 chip for enabling Wi-Fi 802.11b/g/n, Bluetooth 3.0, and FM radio.
ASUS T10 smartphone has a 3.2-inch resistive touchscreen display with resolution of 320 x 480 (HVGA), 5-megapixel autofocus camera, front-facing camera for video calls, 512MB RAM, 512MB ROM, MicroSD card slot, and GPS.
The ASUS T20 similar the T10 handset, but it has 3.2-inch capacitive touchscreen display, TV tuner, CMMB and a more powerful battery. The Asus T25 comes with a 3.5-inch display, while the Asus T60 feature a 4-inch display.
Beside that, ASUS has also showcased the fifth handset that sports a 4-inch screen and support 4G TD-LTE network. All five smartphones are running on OPhone OS 2.0 which modified version of Android 2.1.
Marvell PXA920 Mass Market Smartphone Communication Platforms [Feb 17, 2011] (emphasis is mine)
The Marvell® PXA920 communication platform [also called Pantheon platform elsewhere, see the same Pantheon Platform Brief [Feb 17, 2011] as well] is an advanced, highly integrated 3G platform for multimedia-centric handsets. The PXA920 platform solutions incorporate the performance of Marvell’s mobile application processor with Marvell’s mature and proven 3.5G technology to provide low-cost Linux™ and Android™ handset platforms. The combination of Marvell’s advanced, high-performance, low-power application processor technology with Time Division Synchronous Code Division Multiple Access (TD-SCDMA)/High Speed Downlink and Uplink Packet Access (HSxPA)/Enhanced Data for GSM Environment (EDGE) communication support for next-generation cellular services enable breakthrough end-user experiences for imaging, HD video, music, games, and other popular handset applications.
With Marvell’s 3G technology, seamless wireless connectivity, application processing, and support for next generation cellular data services — the new PXA920-powered smartphones offer exceptional performance for browsing, instant live video, access to personal music, 3D gaming, and other popular handset applications at attractive price points. The PXA920 supports Android and other major mobile operating systems (OS).
Tri-core, Shared Memory Hardware Architecture
- Dedicated Modem and Applications Processor Cores
– Modem RISC Core: Marvell-designed ARM9 [their pre-Sheeva core] with packet processing accelerators and L1/L2 caches
– Modem DSP Core: Micro-Signal Architecture VLIW DSP core with L1/L2 caches
– Marvell [Applications] CPU Technology with ARMv5 core [Sheeva PJ1 core, which is the less performant synthesizable Sheeva core, see: Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010]] supports up to 806 MHz operation (1130 DMIPS)- Shared External Memory Interface
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Multimedia (video, 3D, audio, imaging, display)
- Video Playback 720p at 30 fps for H.264, WMV, MPEG-4, H.263; Video Capture D1 at 30 fps for H.264, WMV, MPEG-4, H.263
- 3D Graphics capability up to 10Mtriangle/s sustained and 20Mtriangle/s at 50% cull rate; Integrated 2D accelerator; Supports industry standard APIs.
- Marvell’s unique Audio Accelerator Subsystem offers low power audio playback via audio streaming
- Image Sensor support for primary and secondary smart image sensors with MIPI CSI-2 and parallel interfaces; Supports one MIPI-CSI2 serial interface
- LCD Controller supports parallel LCD displays over an 8/16/18-bit parallel smart panel interface or a 16/18/24bit parallel active matrix interface with sync signals; Primary/secondary display supports up to 4 simultaneous overlays with base + rotation scaling
All details about Marvell’s System-on-a-Chip (SoC) products and related strategies on this blog:
– Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 — Jan 17, 2011]
– Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010 — Jan 11, 2011]
– Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]
– Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]
– Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]
Blue Ocean Strategy [Wikipedia] (emphasis is mine, see also: What is Blue Ocean Strategy? Ten Key Points) ![]()
Blue Ocean Strategy is a business strategy book first published in 2005 and written by W. Chan Kim and Renée Mauborgne of The Blue Ocean Strategy Institute at INSEAD. The book illustrates what the authors believe is the high growth and profits an organization can generate by creating new demand in an uncontested market space, or a “Blue Ocean”, than by competing head-to-head with other suppliers for known customers in an existing industry.
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Unlike the “Red Ocean Strategy”, the conventional approach to business of beating competition derived from the military organization, the “Blue Ocean Strategy” tries to align innovation with utility, price and cost positions. The book mocks at the phenomena of conventional choice between product/service differentiation and lower cost, but rather suggests that both differentiation and lower costs are achievable simultaneously.
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The authors criticize Michael Porter‘s idea that successful businesses are either low-cost providers or niche-players. Instead, they propose finding value that crosses conventional market segmentation and offering value and lower cost. Educator Charles W. L. Hill proposed this idea in 1988 and claimed that Porter’s model was flawed because differentiation can be a means for firms to achieve low cost. He proposed that a combination of differentiation and low cost might be necessary for firms to achieve a sustainable competitive advantage.
China Mobile 2010 Interim Results [Aug 19, 2010]
China Seeks Blue Ocean Dominance in Mobile Internet [Borqs company news, Jan 8, 2011]
China Mobile is striving for blue ocean dominance in China’s mobile Internet, during which, the launching of OPhone has become an important milestone. At a recent conference, Xi Guohua, Vice Minister of Industry and Information Technology of China, recognized the development and achievements of OPhone over the past two years since its birth, and expressed his wish for introducing OPhone to the global market.
… the mobile Internet is the largest breakthrough innovation in the communication industry in the 21st century. Those who have dominated any blue ocean of the industry will obtain the greatest benefits and lasting advantages. The strategy and development of the mobile Internet is essential to China if the country wants to win an appropriate industry position and take the power to reshuffle the communication industry.
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With the help of iPhone, China Unicom has achieved great market performance in a very short time. However, the success of iPhone attributes more to the worship of Steve Jobs by millions of Apple fans than to the product innovation of Apple. … China Unicom has no say on iPhone and has not entered into any cooperation in technology during the cooperation with Apple. Therefore, in my view, a great risk may sneak in the success of iPhone since China Unicom rests its market on a single product from its partner. This is almost against the “Blue Ocean Strategy” of the mobile Internet industry.
Quite differently, China Mobile has avoided this dependency relation wisely. Based on Android, an international advanced operating system, it develops a technical platform within its control, further cooperates with upstream and downstream vendors, and creates a global system featuring complete industrial chain with its advantage of leading position in user base. That is the origin and development strategy of OPhone.
Talking about OPhone, Mr. Li Yue, new President & CEO of China Mobile, defines the company’s short-term strategy as “Giving priority and building quality in par with competitors”. This strategy reveals the correct attitude and understanding of China Mobile in terms of the development of OPhone: The exclusive support policy used in China before shall be thoroughly abandoned to help OPhone become a powerful weapon for controlling mobile Internet. With priority given, OPhone must be built with the same and even higher quality than its competitors. OPhone, from its version 1.0 to 2.0, is reported to undergo an extensive rage of development and test in the aspects of web data processing, multimedia performance, graphic/entertainment performance, and full-range service processing. For China Mobile, whether mobile Internet is the “last ocean” in the communication industry remains unclear. But I believe that we will never act before it’s too late.
Guided by the idea of “Giving priority and building quality in par with competitors”, OPhone is breaking the monopoly of iPhone in mobile Internet. Thus, our understanding of mobile Internet is experiencing slight changes. … mobile Internet users have no real “loyalty”: they have switched to iPhone from Blackberry today, and in future they may again switch from iPhone to OPhone. Sticking to the strategy proposed by President Li , OPhone will substitute for iPhone, and easier to use. Openness is the key to realize these two advantages. The first character “O” of “OPhone” does stand for “open”.
Other strategy related communication of relevance from the new CEO Li Yue:
– China Mobile chief not optimistic on industry’s growth [Nov 18, 2010] (emphasis is mine)
“There are some who think the increase in data usage will lead to growth, but I am not so optimistic,” Li said at the GSMA Mobile Asia Congress conference in Hong Kong yesterday.
The head of the world’s biggest phone carrier by market value said operators need to offer services that integrate well with the daily lives of consumers and businesses.
Li is adding services such as a search-engine for mobile phones and wireless payments to sustain growth at China Mobile, where he took over as chief executive this year.
– New China Mobile CEO builds bridges [Nov 17] (emphasis is mine)
There is a big opportunity for mobile operators to act as the bridge between different partners within the telecoms space and between the telco industry and others, and future revenue is to be found in penetrating the daily lives of mobile users, according to the new man at the helm of the world’s largest mobile operator, China Mobile.
“The mobile market will become the future channel for all walks of life,” said Li Yue, president and CEO of China Mobile, in his first international keynote speech since taking over at the telco in August.
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He also highlighted some of China Mobile’s new services, including the mobile reading offering launched by the telco in May. The service has attracted more than 30 million users, and now has 6 million paying customers, Li explained.
In a bid to drive mobile data services forward, China Mobile has created a platform to engage with content creators and partners, including a pool of terminals and operating systems to aid applications developers. The company believes it can create a “win-win situation” in the mobile marketplace, where all members of the value chain benefit.
China Mobile aims to be “a bridge with all suppliers… and also a hub,” said Li, adding that the telco is working on signing up more partners.
“[The mobile Internet] is changing our traditional ecology as a mobile operator,” said Li, since it has changed the way end users collaborate. And changing customer behaviour provides “a lot of opportunities” for mobile providers, he said.
Those opportunities also include vertical markets.
“[We will] try whatever possible to penetrate into all kinds of industries,” said Li. “We are the connecting bridge with all kinds of industries.”
Related development: Government Drives New Chinese Search Engine [Feb 24, 2011]
Transcript by http://www.newsy.com
BY KELSEY WAANANEN
You’re watching multisource tech video news analysis from Newsy.
If you want something done right, you have to do it yourself. That seems to be China’s approach to the Internet. State-owned news agency Xinhua and state-owned China Mobile – China’s largest phone carrier – are teaming up to run Panguso – China’s newest – and government-approved search engine.This joint venture was announced last summer – right after Google decided to pull out of China because the search giant refused to continue censoring material. A CBS report details the repercussions of Google’s departure.
“Now when users in mainland China go on to use this site, like this, they’re automatically redirected to a different site based in Hong Kong, where Google isn’t legally required to censor itself. … China’s own filter, known as the ‘Great Firewall of China’ is still at work screening out sensitive material. In fact there are concerns that China could now clamp down even harder…”
And it certainly looks like they have. In terms of just what Panguso is leaving out, PC Magazine notes…
“According to Panguso, Nobel Peace Prize Laureate Liu Xiaobo doesn’t exist. The same is true for the People’s University in Beijing, the first university founded after the 1949 communist revolution. “Dalai Lama” returns only tourism sites or state-sponsored criticism.”
But Panguso isn’t the only search engine on the market. Baidu, the current prominent search engine, accounts for more than 75 percent of web searches. But as TMCnet notes, Panguso offers a platform that Baidu doesn’t.
“…Baidu only controls about 36 percent of the mobile search market. By partnering with China Mobile, Xinhua may soon have a leg up on its competition in the mobile space.”
But a blogger for Download Squad suggests the Chinese government might have an ulterior motive — trying to get a slice of the search engine market.
“China already has a very strict policy on censoring politically-sensitive material, which Baidu strictly abides by — so unless it wants to further extend its control of information inside its borders, why would the Chinese government be interested in offering an alternative?”
According to Xinhua, the search engine will primarily focus on news for now. Xinhua will provide the news content — and China Mobile – the mobile subscriber base.
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Transcript by Newsy
ASUS Joins Hands with China Mobile to Launch ASUS TD Smart Phones [Borqs company news, Feb 28, 2011] (emphasis is mine)
On February 24th, ASUS held the ASUS TD Smart Phone Launch & Strategy Press Conference jointly with China Mobile and Marvell in Beijing. At this conference, the strategic cooperation of ASUS with China Mobile and Marvell has become the industry focus in addition to the launch of new TD smart phones and a TD slate.
Distinguished attendants at the conference include Mr. Wang Jianzhou, Chairman of China Mobile, Ms. Li Huidi, Chairman Assistant, Mr. Wu Wining, General Manager of Terminal Business Department of China Mobile, Mr. Huang Xiaoqing [also known as Bill Huang], President of the Research Institution of China Mobile, Mr. Shi Chongtang, ASUS President, Mr. Pat Chan, President & CEO of Borqs (accompanied by some other vice presidents of the company), and Ms. Dai Weili, President of Marvell.
Mr. Wang Jianzhou, Chairman of China Mobile, comments that China Mobile is very pleased to work with ASUS for the TD industry; since the emergence of this industry, terminal vendors have helped drive China’s TD industry. All terminals launched by ASUS at this time use OPhone OS and Marvell’s chips with significantly reduced costs, meeting the demand of China Mobile for low-price smart terminals. Also, Chairman Wang says that China Mobile will promote TD terminals this year, and purchase middle- and high-end TD terminals following its purchase of middle- and low-end TD terminals in 2010, bringing more choices to consumers.
At this conference, ASUS launches five new TD-SCDMA smart phones, including T10, T20, T25, T60 and TD-LTE, and one TD slate [TD Pad]. Based on the latest OPhone OS, these products adopt Marvell PXA 920 – the first TD-SCDMA single chip solution in the industry as core processor. TD smart phones with a single chip-based processor feature a slim body, high efficiency, and low price. By applying single chip solution into TD smart terminals, ASUS has maintained a benign partnership with Borqs and Marvell. This helps them meet the market demands for both quality but price. Furthermore, ASUS has become the first TD smart phone manufacturer applying single chip solutions in the world.
China Mobile has maintained a good share in China’s communication market and a great potential in OPhone OS system. This may be the main reason that ASUS has chosen to partner with it. As an open operating system developed by China Mobile, OPhone OS allows users to create personalized interfaces and install applications upon their demands, delivering users the operating experience of “My phone, my decisions”. By empowering mobile terminal products to deliver innovative, easy-to-use applications and enhanced experience, OPhone OS is a better choice for Chinese users.
The joining of ASUS has further expanded China’s TD camp, signifying a brand new beginning in the TD-SCDMA industry between the Mainland and Taiwan. This will promote and expand the development of the TD industry and OPhone-based terminals, also showcasing ASUS’s robust competitiveness in the Mainland market.
Borqs OPhone OS Roadmap [Feb 2011]
Greatest Shanzhai may prove to be an OS, not a handset [March 2, 2011] (emphasis is mine)
OMS is based on the Linux Kernel, and uses Android source code and integrated Java application framework to provide a complete software platform for application developers and users. … OMS is the first Android customization project where the developer (China Mobile and partners like Borqs) customized the entire user interface and applications of Android for a non-English language (in this case, Chinese).
… In a short span of time, China Mobile has been able to rope in the world’s leading mobile manufacturers to launch smartphones in China based on OPhone mobile OS. Motorola, LG, Philips, Dopod, Lenovo, ZTE, Samsung, and Sony are just a few of the distinguished makers of China Mobile’s OPhone range.
The extensive range of phones running the OPhone OS, based on the OMS platform, supercharged the 3G business and value added services of China Mobile. The OPhone OS, although it’s a variant of Android, doesn’t support Android Market; however, it has been tailored to include a built-in mobile app market called Mobile Market (MM), and other exclusive applications like Flying Letters, 139 Email, wireless music players and many more value-added services.
China Mobile is happy with the progress of the OPhone OS and unlike the rumors of it being shelved [see: China Mobile’s Ophone is Dead [Dec 16, 2010]], they have plans to provide new upgrades in 2011. Lu Zhihu, a deputy director at the China Mobile Research Institute, confirmed new updates at the 2010 International Mobile Internet Conference in Beijing. Version 2.5 will be out somewhere in February or March 2011 and version 3.0 later in 2011, with advanced features like voice recognition and better connectivity to mobile services.
China Mobile’s partner, Borqs, has already rolled out an international version of OPhone, which has been used by Dell and will run on AT&T. China Mobile has also established an industry alliance, the OPhone Innovation Alliance, to encourage developers and manufacturers to the OMS platform and OPhone OS. Rumor has it that China Mobile now want to show more convergence with Papa Android and they are planning to bring support for Android Market and many Android features into future releases to attract more users.
Important and quite illustrative information about the significant user interface improvements in 2.0 version:
Mobile OPhone2.0 design documents Exposure: compatible Android2.1_China Mobile China Mobile G3 / TD-SCDMA [June 4, 2010]
All other details about Ophone (OMS) on this blog:
OPhone OS (OMS) 2.0 based on Android 2.1 [July 5 — Dec 13, 2010]
Asustek announces 4 TD-SCDMA smartphones [Digitimes, Feb 24, 2011] (emphasis is mine)
… and the Taiwan-based company noted that it will participate in telecom carrier China Mobile’s open bid for TD-SCDMA handsets in February with result announcement scheduled for April.
The smartphone launch marks Asustek’s first foray into the TD-SCDMA segment. The devices include the T10, T20, T25 and T60. At the press event, the company also showcased a TD-LTE smartphone, and indicated it plans to incorporate TD-SCDMA modules in its tablet PC for China Mobile networks.
Asustek’s TD-SCDMA line is based on the Marvell 920 chip. The T10 is Ophone OS 2.0 enabled.
AsusTek Announces New Handsets, Partnership with China Mobile [Feb 25, 2011] (emphasis is mine)
Taiwan’s AsusTek Computer Inc announced a strategic partnership with China Mobile in Beijing on Feb. 24 while unveiling several customized products for the Chinese telecom operator.
At a press conference, AsusTek launched five smartphones and one tablet computer, using the Chinese time division-synchronous code division multiple access (TD-SCDMA) standard for mobile communication, with China Mobile chairman Wang Jianzhou attending the event.
This is the first time that Wang has taken part in such a product launch, which market observers viewed as a move by China Mobile to show the importance of its cooperation with AsusTek.
Wang’s presence was also seen as a positive sign for the Taiwan company, which made a bid with three of its models — the T20, T25 and T60 — in response to China Mobile’s announcement on Feb. 23 that it wanted to place orders for 12.2 million smartphones.
While China Mobile is not expected to announce its decision on suppliers until April, Wang said that the company plans to purchase more high-end smartphones to offer better options to its customers using third-generation (3G) mobile services.
Meanwhile, Benson Lin, general manager of AsusTek’s hand-held devices business, said that the company’s T-10 smartphone will make its debut on the market in March.
China Mobile to procure over 10 million TD-SCDMA handsets [March 2, 2011] (emphasis is mine)
China Mobile will announce suppliers in the second quarter, with large shipments slated for the second half of 2011, the sources indicated.
China Mobile had previously placed more emphasis on low-end smartphones since international handset vendors lacked higher end devices supporting the TD-SCDMA platform. Smartphones represent less than 20% of China Mobile’s revenues versus 40% for China Unicom and more than 20% for China Telecom, according to the sources.
Since China Mobile plans to procure higher-end TD-SCDMA handsets this time, both international and China-based vendors will see orders, unlike last round of procurement when China-based companies dominated the mainstream segment.
…
Both Taiwan’s HTC and Asustek Computer have already formed strategic alliances with China Mobile, the makers said, adding that the two companies should receive orders as long as their pricing and specifications match the procurement criteria.
Marvell Technology Group’s CEO [dr. Sehat Sutardja] Discusses Q4 2011 Results – Earnings Call Transcript [Seeking Alpha, March 3, 2011] (emphasis is mine):
Last year, we introduced the PXA920 [see: Marvell Drives $99 Smartphones to Market With New Pantheon Platform [Feb 12, 2010] and Marvell Empowers Mass Market TD-SCDMA OPhones with PXA920 Chipset [Sept 8, 2009]]. 920 is a single-chip solution enabling mass-market availability of high-end TD smartphone markets specifically to the China market. These solutions that we provide includes a modem, application processor, management and RF devices. We are the first and only suppliers in the world with the complete high-performance TD smartphone solution for this market.
…
At the Mobile Congress last month, we announced the follow-on of the 920 device. The 978 [PXA978] device is a single-chip solution of TD-SCDMA but now is combined with rigorous performance and advanced 3D graphics and 1080p multimedia, as well as the traditional 3G UMTS release [indiscernible] solution to address the requirements of the rest of the world. With these new solutions, cellphone OEMs will now no longer need to design separate development platforms to accommodate different wireless standards for the rest of the world and China. And they will be able to target markets around the world saving at the same time in development cost.
Now hopefully, you can see how our TD platform strategy unfolding. The 920 introduced last year initially targeted TD high-end and as well as medium-end smartphones. However, over time, as we reduce cost of the silicon, the wafers that used to build the 920, this platform will quickly transition to low-end and high-volume smartphones replacing the feature phones, which is the sweet spot market for many of the smartphones in this market. While the 978 will emerge as the new high-end TD-SCDMA phone, as well as high-end global phone.
… At Mobile World Congress, we, Marvell, introduced Kinoma, a software platform that is dedicated to dramatically transform the consumer interactions with electronic devices. Kinoma is a new foundation for creating and delivering fast, simple user experience for a wide range of devices and offers an experience and solution that is truly integrated of silicon to applications, creating new opportunities for OEMs and manufacturers.
…. Last year, when they [China Mobile] introduced the first-generation OPhones, the first-generation OPhones were selling for $300, $400, even $500, U.S. dollars. … In contrast, today, the 920 devices … are high-end smartphones targeted for prices the range of $100 to $150 smartphones. So now, we just need to figure out. The time will tell what will be the difference in the volumes of the TD smartphones when it’s priced between $100 to $150 versus when it was priced at $300 to $500.
Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See:First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]
ARM at MWC 2011 with Marvell – Kinoma [Feb 25, 2011]
All details about Kinoma on this blog:
Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]
Marvell Announces First ‘World Phone’ Single Chip Solution: 3G TD-SCDMA Baseband Combining High Performance 1.2 GHz Application Processor with Advanced 3D Graphics and 1080p Multimedia [Feb 14, 2011] (emphasis is mine)
Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, continues to build on its heritage of mobile communications innovations with the announcement of its world phone platform based on the Marvell® PXA978 communications processor with Marvell HSPA modem. Marvell’s PXA978 is the industry’s first single-chip solution to feature 3G UMTS (Universal Mobile Telecommunications System) and China’s TD-SCDMA (Time Division Synchronous Code Division Multiple Access) standard with HSPA (High-Speed Packet Access) support and is intended to enable mobile developers to design 3G cellular devices and tablets that can be used and supported globally.
“… It’s truly amazing that a tiny chip like the PXA978 integrates both 3G and TD-SCDMA basebands, a powerful application processor, all advanced 3D graphics capability, with a very low-power profile and affordable cost structure ideal for mobile devices, such as smartphones and tablets,” said Weili Dai, Marvell’s Co-Founder. “With the addition of Kinoma‘s elegant and intuitive software experience and integration of cutting-edge mobile technologies, Marvell has enabled the entire ecosystem – in both its depth and breadth – to convert conventional cell phones into multi-functional mobile gadgets ideal for gaming, video chatting, live news, and more. This small device has the potential to make a huge impact on our world. I envision that a true world phone will transform the global economy by lowering the cost and barriers to entry for billions more consumers and innovators.”
Unlike current technology on the market, the Marvell world phone development platform is the world’s first and only available solution of its kind featuring R7 3G UMTS and TD-SCDMA with HSPA. Additionally, the platform will feature the industry’s first Mobile MIMO, Avastar(TM) 88W8797, an 802.11n 2×2 dual-band Wi-Fi SoC designed to support high data rates for next-generation mobile devices.
Original equipment manufacturers (OEMs) no longer need to design separate development platforms to accommodate different wireless standards and target markets around the world, saving months of design time and cost. Instead, they can focus on creating a wide portfolio of 3G UMTS supported phones that can be used globally with other UMTS carriers worldwide – all based on a single development platform.
…
Marvell’s PXA978 single chip solution uses advanced 40nm process technology and is designed to deliver 3G TD-SCDMA baseband combining high performance 1.2 GHz application processor with advanced 3D graphics and 1080p multimedia, ensuring a feature-rich, fast and exceptionally smooth user experience. Additionally, the processor’s extremely high power efficiency and true multitasking capabilities is intended to enable OEMs to design mobile devices that represent a significant leap beyond today’s most advanced smartphone and tablet devices. The platform will support all leading OS platforms.
Marvell to capitalize on BRIC market with the Moby tablet
Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]
Brazil, Russia (sort of), India, and China (BRIC) are the current leading lights for most of the businesses looking for high growth markets in 2011. This is not different for the ICT industry either. See more about that in the “Analysts about the BRIC market potential” part of this post far below. This will also be showing how promising is the new BRIC-oriented end-customer strategy of Marvell.
If one knows very little or nothing about Marvell it is recommended first to read my preceding post Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 with updates upto Jan 17, 2011].
Follow-up: High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
No wonder that Marvell has started to implement one of its long-range end-customer strategies, the so called Moby (see above and/or click) first in India then in other parts of the BRIC. As PC World (IDG News) reported in its Tablets Using Marvell’s Moby Design in India Soon [Jan 27] article (emphasis is mine):
Tablet computers built to Marvell’s Moby reference design should launch in India in the first half of this year, an executive of the company said on Thursday.
The chip company is partnering in India with consumer electronics vendors, mobile handset makers, and mobile service providers who will be offering the product under their own brands, said Anand Ramamoorthy, Marvell’s country head of sales and marketing in India, on Thursday. He did not disclose the names of the partners.
Marvell announced in March last year a US$99 prototype for a multimedia tablet targeted at education.
The basic configuration in India is likely to be priced closer to 10,000 rupees ($216) because of the high import duties and the cost of distribution in the country, Ramamoorthy said. In emerging markets, there isn’t a model whereby hardware costs are subsidized by service contracts, he added.
India and China will be the first among emerging markets where the tablets will ship, with plans to also introduce the products in Latin America and Eastern Europe.
As emerging markets are price-sensitive, Marvell’s strategy is to position a low-cost configuration as a volume product.
In India, the company is expecting its partners to deliver for 10,000 rupees a 7-inch tablet with a capacitive LCD screen, that will be built around the Armada 168 processor at 800 MHz, and offer 720p video and Wi-Fi connectivity. It will run the Android operating system and other open source software, Ramamoorthy said.
The actual price in these markets will depend on partners and their business and margin models, Ramamoorthy said. Some partners may decide to offer high-end, more expensive devices as well, he added.
Marvell will have two primary manufacturers globally, including Foxconn. Partners selling the tablets will however be free to choose manufacturers from a pool of Marvell’s manufacturing partners, Ramamoorthy said.
Follow-up: Kinoma is now the marvellous software owned by Marvell [Feb 15]
Marvell’s current on-line press kit [Jan 9] contains the following documentation and images related to the Moby design:
– Mobylize Prototype – It’s Time to Mobylize for America’s Students! [Fast Facts, Jan 3]
– Marvell Showcases Moby Tablet and Extensive Line of Other Advanced Connected Devices for the Always-On Lifestyle at International CTIA Wireless 2010 [CTIA Press Release, March 23, 2010]
– Marvell Drives Education Revolution with $99 All-in-One Mobile Tablet Designed for the World’s Students [Press Release, March 18, 2010]

Marvell Moby White Vertical: students screen
In the latest Jan 3 Fast Facts (linked above) the following prototype features and technical specifications are given:
Moby Prototype Features
• Future-Proof Learning: Mobylize leverages the powerful and open Android OS platform to ensure an open and growing ecosystem of learning technologies
• Multi-Sensory Interaction: Mobylize’s touchscreen interface, as well as video and audio capabilities, creates a highly interactive and engaging learning experience.
• Always-On Technology: With 802.11 b/g wireless connectivity and web browsing with Adobe® Flash® Lite 3.1, students can learn seamlessly with online and offline technologies in today’s always-on environment.
• Multimedia Education: Integrated multi-media player, photo viewer, instant messaging and more drive learning potential exponentially beyond the classic textbook.
• Drives Green Classroom: Marvell technology provides high energy-efficiency that energizes hours of learning.TECHNICAL SPECIFICATIONS
• ARMADA 168 (1 GHz), WMMXTM multi-media acceleration engine
• 256MB DDR2 RAM
• Android OS
• 2D graphics engine, WMMX, QdeoTM intelligent color, remapping technology
• 10.1” TFT LCD display, 1024 x 600 resolution, Capacitive touch panel
• 4GB NAND flash, Micro-SD up to 16GB
• Two stereo speakers (1W each), built-in microphone
• USB 2.0 (x1 host, 1x device) • Micro SD card, MIC and Ear phone jack, 12V DC-in
• 802.11 b/g connectivity
• 2800mAh; 7.4 volts battery
Note however that in the press release of last March (also linked above in PDF form) the higher ARMADA™ 600 class processor has been indicated:
About Marvell Moby Tablet
Powered by high-performance, highly scalable, and low-power Marvell® ARMADA™ 600 series of application processors, the Moby tablet features gigahertz-class processor speed, 1080p full-HD encode and decode, intelligent power management, power-efficient Wi-Fi/Bluetooth/FM/GPS connectivity, high performance 3D graphics capability and support for multiple software standards including full Adobe Flash, Android™ and Windows Mobile. The ultra low power Moby tablet is designed for long-battery life.
as well as for the Moby MED reference design announced in another press release Marvell Drives ‘Telehealth” Revolution with Moby MED Always-On Medical Tablet [Apr 21, 2010]. Note that Moby MED devices are quite different since (as per the press release):
Healthcare-focused Tablets With Multiple Simultaneous Viewing Screens Including Video Conferencing and Live TV Allow Consumers to Manage Medical Records, Conduct Live Physician Consultations, View 3D Images and Sonograms, Collect Real-Time Data From Personal Monitoring Devices, Access Information From Online Sources, and More.
which is currently looking much more suitable for the developed markets.
The remark, that “Some partners may decide to offer high-end, more expensive devices as well” could — however — point to the fact that even for the education market Marvell partners could use a higher end tablet offering as well, at least as an alternative. This could also explain why a Moby2 prototype design is already existing as evidenced by the image gallery shown above.
On CES 2011 the ARMADA 168 based Moby prototype has also been called Marvell 100 series tablet [Jan 6, 2011].
[CES 2011] Marvell’s foray into the tablet market sees this rather cute and well designed model, the 100 series. Unlike other tablets that are in the market, this one comes with Android 2.2 (instead of 2.1), while sporting a rather young, all-white design with all the lines in the right places. A microSD memory card slot is there for expansion purposes, and you won’t get multi-touch support on the 10” display which is a bummer, so forget about zooming in or out in Angry Birds. There is 1GB of internal memory inside, while Wi-Fi connectivity is supported although 3G will not be present when it hits the market sometime this year for $199 a pop [with $99 manufacturing cost — see in the below video]. Of course, as with Marvell’s OLPC project, the 100 series will target the educational environment more. It is pretty heavy, but it won’t weigh a ton like most textbooks. Looks hardy enough to stand up to the rigors of restless kids, too! Interestingly enough, being an Android-powered device, it has more than the usual 4 buttons of Home, Menu, Back and Search, but will include the “Up” and “Down” buttons, too.
while the more performant one which is based on ARMADA 600 is also called 600 series accordingly. More information:
– Marvell 600 series tablet has interesting implications [6 Jan]
– Marvell 600 Tablet Series Graphics Performance Demo at CES 2011 [Jan 24]
– and the video Mobylize Tablet on ABC News: Good to Know [Jan 10, 2011]
Note while watching the video that the LCD screen used in the tablet has wide viewing angle.
The title of the above is mentioning “Mobylize” instead of “Moby”. This is a typical confusion. The truth is that Mobylize is:
a campaign aimed at improving technology adoption in America’s classrooms
which was announced with the One Laptop per Child and Marvell Join Forces to Redefine Tablet Computing for Students Around the World [May 27, 2010] by which:
Marvell and OLPC Empower Education Industry to Revolutionize the Classroom Experience through Advanced, Affordably-Priced Tablets
and which was extensively discussed in my post Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010].
The campaign (http://www.mobylize.org/) has a Tablet Demos page which absolutely clarifies the education tablet offering as:
7″ Tablet with a 7″ TFT LCD display of 800 x 480 resolution, Bluetooth 2.1 and with form, size and weight as shown below:
10″ Tablet with a 10.1″ TFT LCD display of 1024 x 600 resolution and with form, size and weight as shown below:
with the rest of the specifications the same, i.e.
– Processor: ARMADA 168 (1 GHz), WMMX™ multi-media acceleration engine
– Memory: 256MB DDR2 RAM
– OS: Android
– Graphics/Video: 2D graphics engine, Various format video decode up to 720p through S/W, Qdeo™ intelligent color remapping technology
– Display: with resistive touch panel
– Storage: 4GB NAND flash, Micro-SD up to 16GB
– Audio: Built-in microphone, Two stereo speakers
– Sensors: Accelerometer [s ?for 10″ one?]
– Ports: USB 2.0 (x1 host, 1x device), 2-in-1 card reader, MIC and Ear phone jack, 12V DC-in
– Connectivity: 802.11 b/g
– Battery: 2200mAh; ~8 hour use
– Example Features: Complete web browsing experience with Adobe® Flash® Lite 3.1, Multi-media player, Photo viewer, Instant messaging
Currently the Mobylize Development Kit with the 10″ version is available for pre-order from Aluratek for $299. Till Feb 28 there is CES Promotion with 20% off. It is shipping April 15th. Aluratek will introduce a similar 10″ product of its own in February, called Cinepad, which is ensuring Moby tablets availability in the US as well:
– CES 2011: Aluratek Announces Libre Air eBook Reader with Wi-Fi and
New Cinepad Android Tablet [Jan 6]
– Aluratek Cinepad & Libre Coming In April [VIDEO] [Jan 13]
– CES 2011 – Aluratek Cinepad [Jan 10]
– The Year of the Tablet [Jan 18]
Within Mobilize there was also an app competition (see: Marvell to Fund Next Generation Education Apps [Sept 27, 2010]) with recent results as per Marvell Announces Winners of Its ‘$100K Challenge’ Tablet App Competition [Jan 6]:
The winner of the $50,000 top prize is the application Battleship Numberline, a multitouch educational game that helps strengthen math skills. “Improving your ability to estimate along a number line correlates with math performance all the way up to 6th grade,” said lead developer Derek Lomas, a 29-year-old Ph.D. student at the Human-Computer Interaction Institute at Carnegie Mellon University. “Marvell is doing great things for the future of education by seeding a development community for educational apps.”
The winner of the second-place prize of $30,000 is the application Imagine Mathematics, which illuminates math disciplines like algebra, trigonometry and calculus by taking students behind the scenes and showing them how these disciplines are used in the creation of animated movies from studios like Disney and Pixar. The creator of the app is 36-year-old Seth Piezas, a former technical director at Pixar Animation Studios who now runs his own interactive agency, Colabi.
“I want high school students to see the practical applications of math and the cool things they can create,” said Piezas. “The tablet computer really is an amazing platform for the classroom. I just wish I had something like it when I was a kid.”
The third-place prize of $20,000 goes to Homework Management System, an application that allows students to create quiz questions based on what they have learned in the classroom, which teachers then can distribute to other students for quiz-show style gaming or for homework assignments.
More information:
Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 with updates up to Jan 17, 2011] with all SoC product information including background
Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010]
Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]
Analysts about the BRIC market potential
In recent Forrester report (see the Forrester: Global Tech Economy Will Substantially Outgrow The Overall GDP In 2011 [Feb 2] press release copy since on the Forrester’ site it is not more available) the #1 prediction is that:
The Tech economy will substantially outgrow the overall GDP.
with the following details:
The global technology industry is in a multiyear up-cycle of industry innovation and growth, during which tech investment grows faster than overall economic growth. This cycle, which is already under way in the US and other developed countries, is based on adoption of a new generation of Smart Computing and Cloud Computing technologies. We expect this cycle to ensure 7.5% growth in US IT purchases, and 7.1% growth globally (measured in USD), despite economic worries in Europe, uncertainties about the strength of economic recovery in the US, and the potential for slowing growth in China.
… in 2011, Brazil, Russia (sort of), India, and China (BRIC) will see some of the fastest (11%) growth in IT purchases in 2011, with other emerging markets such as South Africa, Saudi Arabia, Indonesia, Chile, and Mexico seeing similarly strong growth.
The 2011 Accenture Consumer Electronics Products and Services Usage Report which came out under the title “Finding Growth: The Emergence of a New Consumer Computing Paradigm” [Jan 3] has some very significant survey results regarding the BRIC market (in text empasis is mine):
[p. 4, Executive Summary part] A widening enthusiasm gap
The urban consumers in Brazil, Russia, India and China (the BRIC markets) have leapfrogged the average mature market consumer in their use of technology. They have a much greater appetite for consumer technology from many measures, including the devices they own, their purchase plans and their use of applications. Counter to common misperceptions, a large segment of BRIC consumers are more interested in the newest and most innovative technologies than in the lower price point technologies with less functionality. BRIC market consumers have a higher rate of adoption of the newest technologies and a greater willingness to pay premiums for features and enhancements. For instance, a full 84 percent of Indian respondents say they will pay a premium for enhanced smartphone capabilities. That translates into roughly 148 million consumers.
In the BRIC markets, in particular, prospects are bullish for spending on consumer electronics in 2011. This is especially true in China, where this year’s purchasing plans for technologies such as smartphones and high-definition TVs are staggering. Assuming China has an estimated 167 million urban households and an estimated urban population of 434 million people in the consuming age, 38 million high-definition TVs and 63 million smartphones will be purchased there in 2011.
In contrast, mature markets are more conservative and price sensitive. Consumers in the US, Japan, Germany and France have less ambitious plans to purchase new devices in 2011, use fewer applications overall, and are far less willing to pay premiums for new features and enhancements. And, while consumers 55 years or older in mature markets tend to have higher disposable income (and therefore greater ability to spend on technology), they more often wish to spend as little as possible to keep up on the technology adoption curve. In contrast, younger consumers in BRIC markets demonstrate a huge appetite for electronics, but like millennials around the globe, they are often harder to please, less loyal and have less disposable income to spend.
…
A new consumer technology paradigm
…
Another benchmark of the new technology paradigm is that as new technologies emerge, consumers are increasingly quick to stop using particular devices if they feel they have the same functionality in another device that performs the same function better—especially in BRIC markets. Twelve percent of consumers surveyed in the BRIC markets stopped using mobile phones in 2010 because they had another device with the same functionality. This compares with only five percent of consumers in mature markets who jettisoned their mobile phones. And, in both mature and emerging markets, younger people appear to be far more willing to let go of duplicative devices.
…
[p. 5] In summary, in the fast-changing consumer electronics industry, exploiting big growth opportunities is becoming increasingly difficult. Our research helps consumer tech companies with this challenge by offering information on the hottest current and emerging geographic, product and application markets for consumer technology. For instance, the highest spending in 2011 (and we believe for years to come) is projected to be in urban and semiurban BRIC markets. Demand for mobile applications such as banking continues on a strong growth trajectory. And new technologies (such as tablet PCs and e-book readers) and next-generation technologies (such as smartphones, 3-D and Internet-capable TVs) are projecting substantial growth.
…
[p. 13] Interestingly, one-quarter of respondents globally don’t plan to purchase any consumer technologies in 2011. More than one-third (37 percent) of those 55 and older don’t plan any purchases, compared with only 15 percent of those between 18 and 24 years of age. And a stark contrast in purchasing plans exists between mature and BRIC markets: 40 percent of respondents in mature markets don’t plan to purchase any consumer electronics in 2011, compared with only 9 percent of those in the BRIC markets.
…
[p. 16] Our study shows that BRIC markets have far greater enthusiasm for technologies and appetite for purchasing them than non-BRIC countries, especially the latest devices such as tablet PCs. One could infer that the lower use of computers in BRIC countries is an indication that these consumers are finding alternate devices to do those activities formerly done on the computer—and may, in fact, have simply leapfrogged the step of owning a computer that those in mature markets had to take because at the time there were no other options.
…
[p. 24] When reviewing information on “heavy users” of activities—those who do the activity at least five hours per week—interesting patterns emerge. For instance, among millennials in the BRIC markets who are heavy watchers of shows and videos, a larger share (44 percent) watch them on a PC or laptop than on a television (chosen by 30 percent).
… Of those who don’t own an e-book reader, more than half said that it is because they prefer paper books. But 20 percent said they preferred other electronic devices than an e-book reader
for reading books, such as a phone, PC or tablet PC. In emerging markets, the percentage of respondents who prefer other electronic media for e-book reading is much higher: 34 percent in BRIC markets versus 7 percent for mature-market countries.…
[p. 34] The tablet PC: The hot consumer electronic
The tablet PC is gaining market momentum. One need only look at the millions of sales of iPads and Galaxy Tab tablet computers since they were each launched in 2010 to know that this device is rapidly becoming popular among consumers.
According to Accenture’s research, 8 percent of consumers surveyed now own a tablet PC and about one-third of those individuals (3 percent total) purchased their tablet PC in 2010 (Figure 21). Eight percent of respondents globally plan to purchase a tablet PC in 2011—a purchase rate that would double tablet PC ownership globally in just one year.
BRIC market consumers are more enthusiastic purchasers of tablet PCs than are mature-market consumers. More than double the percentage of BRIC consumers currently own one, and double the consumers plan to buy one in 2011, than consumers in mature markets. But what is most astounding about tablet PC consumption is that nearly one-quarter of Chinese respondents (across ages within urban areas) currently own one. That is nearly three times the global average. The purchase rate in China was more than double the global average in 2010. And looking forward, China is potentially the strongest market for tablet PCs this year, with 18 percent of Chinese respondents planning to purchase one in 2011. If one does the math, tablet PC ownership would reach almost 40 percent of the urban adult population of China by 2012.
Although far behind China in consumption, India has the second-highest penetration of tablet PCs globally, with 10 percent of consumers owning one. Future growth for tablet PCs in India also looks strong: 10 percent of Indian respondents plan to purchase a tablet PC in 2011. Interestingly, Indian consumers seem less committed to the new technology than other countries. Five percent of those owning a tablet PC quit using it last year because they had the same functionality in another device (globally, the defection rate for tablet PCs was 2 percent).
Android 2.3 (Gingerbread) and 3.0 (Honeycomb)
All the speculations collected in my Beyond Android 2.1 [July 4] and Android 2.2 (Froyo) excitement is just the tip of the iceberg for the current Android momentum [July 9 – Sept 10] are now over as Android 2.3 (Gingerbread) was released on Dec 6. with the lead device (Samsung Nexus S) availability on Dec 16, as well as Android 3.0 (Honeycomb) shown by Andy Rubin on Dec 6. and the lead device rumored to be Motorola’s XOOM with as early availability as February 2011.
Follow-Up (Aug 2, 2011):
– Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011 with comprehensive update on Aug 2, 2011] which is showing serious technical and market problems with the original version of Honeycomb
– Tackling the Android tide [July 16, 2011]
Worth to read along with this: Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones [April 16, 2011]
Updates (Feb 4):
Motorola to sell Xoom tablet PC as early as February [Jan 31, 2011]:
Motorola is set to sell its 10.1-inch Android 3.0 tablet PC Xoom as early as February 2011 with the rest of its competitors to start launching their Android 3.0 models after March.
As Google is sending invitations to global media announcing the release date of Android 3.0, iPad-like products are expected to start showing up lead by Motorola.
Since the rest of the PC and smartphone vendors will still take a while to adjust their related settings to allow their machines to run Android 3.0 after it releases, Motorola is expected to have about a month head-start to fully push its Xoom sales.
High Tech Computer (HTC), RIM, Samsung Electronics and LG Electronics may need to wait until after March to release their tablet PCs, while PC players such as Acer, Asustek Computer, and Toshiba may even delay to after April or May. To maintain their market position, some vendors plan to launch a small volume of Android 2.3-based models, while some will launch Wintel-based models.
Updates (Jan 10):
Verizon Wireless and Motorola Mobility Announce Motorola XOOM™ Tablet on Nation’s Largest and Most Reliable 3G Network [Jan 5, 2011] (emphasis is mine):
Verizon Wireless and Motorola Mobility, Inc. (NYSE: MMI), today unveiled the innovative new tablet Motorola XOOM™ − the first device on Google’s new Android 3.0 Honeycomb operating system designed from the ground up for tablets. The Honeycomb user experience improves on Android favorites such as widgets, multi-tasking, browsing, notifications and customization and features the latest Google Mobile innovations. Boasting a dual core processor with each core running at 1 GHz, delivering up to two GHz of processing power, and 10.1-inch widescreen HD display, Motorola XOOM gives Verizon Wireless customers a new type of mobile computing experience on a stylishly thin device that is 4G LTE upgradeable.Motorola XOOM redefines the tablet device category by providing more ways to have fun, connect with friends and stay productive on the go. It allows consumers to experience HD content right on the device, supports 1080p HD video and HDMI output to display content on larger HD screens, and plays video and other rich web content seamlessly with Adobe® Flash® Player. Motorola XOOM features a front-facing 2-megapixel camera for video chats over Wi-Fi or 3G/4G LTE, as well as a rear-facing 5-megapixel camera that captures video in 720p HD. It delivers console-like gaming performance on its 1280×800 display, and features a built-in gyroscope, barometer, e-compass, accelerometer and adaptive lighting for new types of applications. It also features Google Maps 5.0 with 3D interaction and delivers access to over 3 million Google eBooks and thousands of apps from Android Market™.
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The Motorola XOOM device will launch as a 3G/Wi-Fi-enabled device in Q1 2011 with an upgrade to 4G LTE in Q2.
A Sneak Peek of Android 3.0, Honeycomb [Jan 5, Posted by Andy Rubin, VP of Engineering] (emphasis is mine)
… today at the Consumer Electronic Show (CES) in Las Vegas, we previewed Android 3.0, Honeycomb.
Honeycomb is the next version of the Android platform, designed from the ground up for devices with larger screen sizes, particularly tablets. We’ve spent a lot of time refining the user experience in Honeycomb, and we’ve developed a brand new, truly virtual and holographic user interface. Many of Android’s existing features will really shine on Honeycomb: refined multi-tasking, elegant notifications, access to over 100,000 apps on Android Market, home screen customization with a new 3D experience and redesigned widgets that are richer and more interactive. We’ve also made some powerful upgrades to the web browser, including tabbed browsing, form auto-fill, syncing with your Google Chrome bookmarks, and incognito mode for private browsing.
Honeycomb also features the latest Google Mobile innovations including Google Maps 5 with 3D interactions and offline reliability, access to over 3 million Google eBooks, and Google Talk, which now allows you to video and voice chat with any other Google Talk enabled device (PC, tablet, etc).
Android Honeycomb 3.0 full-live demo! [Jan 6]
CES: Motorola Xoom wins Best of Show. Here’s why. [Jan 8] (emphasis is mine)
As the first exclusive product to feature Google’s tablet-specific Android 3.0 operating system, this award is also a big nod to Google’s work developing the Android Honeycomb operating system previewed in the video below. From what we’ve seen, the Android Honeycomb OS charts exciting new ground for tablets, bringing some dearly needed differentiation from the Android smartphone experience. As with previous versions of Android, Honeycomb will inevitably make its way onto other tablets, offering more choice for consumers and providing the industry a valuable resource. By CES 2012, Honeycomb will likely be the de facto standard for Android-based tablets.
In fact, we considered whether Honeycomb itself should be the nominee, but decided that the Xoom, as a vessel for the OS, was as worthy as its cargo. We believe the Xoom is the most potentially disruptive technology among the nominees; it’s a true competitor for the iPad and will be one of the first 4G-compatible tablets to hit the market.
Samsung Plans Dual-Core Phones, New Tablets in Feb. [Jan 7]
… the company still lacks a tablet running Android 3.0 as well as phones and tablets with dual-core processors, which we’re seeing from Motorola, LG and others.
“In February at MWC, we will unveil our next-generation tablet device portfolio in detail,” [the president of Samsung’s mobile business, JK] Shin said.
Samsung will have both 3G and 4G tablets in the future, and “we are in a position to supply 4G smartphones and tablets to all the carriers in the US,” he said.
New Windows Phone 7 devices, possibly with 4G LTE, may also be announced in February, Shin said.
“We will continue to keep the partnership with Microsoft,” he said.
Samsung’s Galaxy Android Tablet Is Going To Be Obsolete Very Soon [Jan 4]
When Google releases Android 3.0, a.k.a. “Honeycomb,” it’s going to be optimized for tablets, and it’s going to have strict hardware requirements, PC Mag reports.PC Mag spoke with Bobby Cha, managing director of Korean electronics company, Enspert. Cha says Honeycomb with require dual-core ARM Cortex-A9 chips.
In other words, it needs strong chips.
This means the current crop of Android tablets on the market, like the Galaxy Tab, won’t be able to upgrade their software to Android 3.0 when it’s available.
Note: Samsung Galaxy Tab Sales Pass 1 Million [Dec 3, 2010]: “In less than two months from launch”
High level Google manager dismisses rumors of minimum system specs for Android 3.0 Honeycomb [Jan 7]
T-Mobile G-Slate announced: 4G, Android 3.0, made by LG [Jan 5]
LG And T-Mobile Release Android 3.0 4G Tablet (video) [Jan 10]
Motorola expected to ship 700,000-800,000 Xoom tablet PCs in 1Q11 [Jan 10, 2011]
The sources also pointed out that Google’s Android 3.0 is most suitable for 7- to 10-inch tablet PCs and most notebook vendors were not able to receive priority support from Google. Currently, Motorola and Samsung are Google’s priority partners with LG Electronics and High Tech Computer (HTC) following behind, the sources noted.
Dell and T-Mobile USA Unveil Streak 7, Both Companies’ First 4G Tablet Offering the Ultimate Entertainment Experience [Jan 6] (emphasis is mine)
The Streak 7 features Google’s™ Android 2.2 operating system, a dual core 1GHz NVIDIA Tegra 2 processor and full support for Adobe® Flash® Player.
… The new Streak 7 will feature Dell’s innovative Stage user interface, which provides a seamless and unified experience for accessing all your favorite content. Later this year, Dell will add syncing to Stage so people can keep their photos, contacts, calendars and other personal content synchronized across their Dell Stage-equipped devices, from tablets to PCs, connected through their home network.
Acer’s New ICONIA Tab A500 to Support Gamers and Mobile Consumers on the Verizon Wireless 4G LTE Network [Jan 4]
Acer Iconia Tab A500 first hands-on! (update: video) [Jan 6]: “It’s just the same engineering prototype with an early build of Android 2.2 we’ve seen before — it’ll run Honeycomb at launch — but this time, we got to touch.“
Asus unveils three Android 3.0 tablets [Jan 5]
CES: Toshiba’s 10-inch Honeycomb tablet, hands-on [Jan 3]
Lenovo to put Google Android 3.0 on tablets [Jan 10]
Hannspree showcases three new Android tablets [Jan 10]
End of updates (Jan 10) — additional updates in the Part II.
So while Android 2.3 (Gingerbread) made the user experience issue solved for the Android smartphones, the Android 3.0 (Honeycomb) version will deliver a competitive user experience for the upcoming 2011 Android tablets. You can find the currently available information regarding all that below.
Part I. Android 2.3 (Gingerbread)
Introducing Nexus S with Gingerbread [Dec 6, 2010]
The very first Android phone hit the market in November 2008. Just over two years later, Android’s vision of openness has spurred the development of more than 100 different Android devices. Today, more than 200,000 Android devices are activated daily worldwide. The volume and variety of Android devices continues to surpass our wildest expectations—but we’re not slowing down.
Today, we’re pleased to introduce the latest version of the Android platform, Gingerbread, and unveil the next Android device from the Nexus line of mobile products—Nexus S. And for developers, the Gingerbread SDK/NDK is now available as well.
Nexus S is the lead device for the Gingerbread/Android 2.3 release; it’s the first Android device to ship with the new version of the Android platform. We co-developed this product with Samsung—ensuring tight integration of hardware and software to highlight the latest advancements of the Android platform. As part of the Nexus brand, Nexus S delivers what we call a “pure Google” experience: unlocked, unfiltered access to the best Google mobile services and the latest and greatest Android releases and updates.
Take a look at our backstory video for more on the vision behind this product and to understand why we think “a thousand heads are better than one”:
Nexus S is the first smartphone to feature a 4” Contour Display designed to fit comfortably in the palm of your hand and along the side of your face. It also features a 1GHz Hummingbird processor, front and rear facing cameras, 16GB of internal memory, and NFC (near field communication) hardware that lets you read information from NFC tags. NFC is a fast, versatile short-range wireless technology that can be embedded in all kinds of everyday objects like movie posters, stickers and t-shirts.
Gingerbread is the fastest version of Android yet, and it delivers a number of improvements, such as user interface refinements, NFC support, a new keyboard and text selection tool, Internet (VoIP/SIP) calling, improved copy/paste functionality and gyroscope sensor support.
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After December 16, Nexus S can be purchased (unlocked or with a T-Mobile service plan) online and in-store from all Best Buy and Best Buy Mobile stores in the U.S. and after December 20 at Carphone Warehouse and Best Buy retailers in the U.K.
We’ll be open-sourcing Gingerbread in the coming weeks and look forward to new contributions from the Android ecosystem in the months ahead.
Andy Rubin, VP of Engineering
Android 2.3 Platform and Updated SDK Tools [Dec 6, 2010]
Today we’re announcing a new version of the Android platform — Android 2.3 (Gingerbread). It includes many new platform technologies and APIs to help developers create great apps. Some of the highlights include:
- Enhancements for game development: To improve overall responsiveness, we’ve added a new concurrent garbage collector and optimized the platform’s overall event handling. We’ve also given developers native access to more parts of the system by exposing a broad set of native APIs. From native code, applications can now access input and sensor events, EGL/OpenGL ES, OpenSL ES, and assets, as well a new framework for managing lifecycle and windows. For precise motion processing, developers can use several new sensor types, including gyroscope.Rich multimedia: To provide a great multimedia environment for games and other applications, we’ve added support for the new video formats VP8 and WebM, as well as support for AAC and AMR-wideband encoding. The platform also provides new audio effects such as reverb, equalization, headphone virtualization, and bass boost.New forms of communication: The platform now includes support for front-facing camera, SIP/VOIP, and Near Field Communications (NFC), to let developers include new capabilities in their applications.
For a complete overview of what’s new in the platform, see the Android 2.3 Platform Highlights:
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-
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- New User Features
- UI refinements for simplicity and speed
- Faster, more intuitive text input
- One-touch word selection and copy/paste
- Improved power management
- Control over applications
- New ways of communicating, organizing
(Internet [voice] calling, Near-field communications, Downloads management, Camera)
- New Developer Features
- New Platform Technologies
- Media Framework
- Linux Kernel
- Networking
- Dalvik runtime (concurrent garbage collector, further JIT optimizations, improved code verification, StrictMode debugging, core libraries, updates from upstream projects)
- New User Features
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Alongside the new platform, we are releasing updates to the SDK Tools (r8), NDK, and ADT Plugin for Eclipse (8.0.0).
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Quickview
- Android runs on devices that have different screen sizes and resolutions.
- The screen on which your application is displayed can affect its user interface.
- The platform handles most of the work of adapting your app to the current screen.
- You can create screen-specific resources for precise control of your UI, if needed.
- Older applications run in a compatibility mode that provides best-effort rendering on the current screen.
- It’s important to follow the best practices described in this document and test your application in all supported screens.
Android is designed to run on a variety of devices that offer a range of screen sizes and resolutions. For applications, the platform provides a consistent environment across devices and handles much of the complexity of adapting an application’s UI to the screen on which it is being displayed. At the same time, the platform exposes APIs that give application developers precise control over their application’s UI when displayed on specific screen sizes and resolutions.
This document explains the screens-support features provided by the platform and how you use them in your application. By following the practices described here, you can easily create an application that displays properly on all supported device screens and that you can deploy to any device as a single
.apk.If you have already developed and published an application for Android 1.5 or earlier, you should read this document and consider how you may need to adapt your application for proper display on new devices that offer different screens and that are running Android 1.6 or later. In most cases, only minor adjustments are needed, however you should make sure to test your application on all supported screens.
Starting in Android 2.2, the platform includes support for extra high density screens (xhdpi), and starting in Android 2.3, the platform includes support for extra large screens (xlarge). If you’ve already followed the guidance in this document to support all other screen types, you should consider providing additional support for xhdpi and xlarge screens.
In particular, if you have an existing application that you would like to make available on small screens (such as QVGA) or for which you would like to provide better support for extra large screens, please see Strategies for Legacy Applications for more information about how to do that.
New Gingerbread API: StrictMode [Dec 12, 2010]
I joined the Android team full-time just over a year ago and spent a lot of time investigating Froyo performance issues, in particular debugging ANRs (those annoying dialogs you get when an application stalls its main thread’s Looper). Debugging ANRs with the tools at hand was painful and boring. There wasn’t enough instrumentation to find the causes, especially when multiple processes were involved (doing Binder or ContentResolver operations to Services or ContentProviders in other processes). There had to be a better way to track down latency hiccups and ANRs…
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StrictMode is a new API in Gingerbread which primarily lets you set a policy on a thread declaring what you’re not allowed to do on that thread, and what the penalty is if you violate the policy. Implementation-wise, this policy is simply a thread-local integer bitmask.
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Using the data from StrictMode we fixed hundreds of responsiveness bugs and animation glitches all across the board. We made performance optimizations in the Android core (e.g. system services and providers) so all apps on the system will benefit, as well as fixing up tons of app-specific issues (in both AOSP apps and Google apps). Even if you’re using Froyo today, the recent updates to GMail, Google Maps, and YouTube all benefited from StrictMode data collection gathered on Gingerbread devices.
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Googlers who switched from Froyo to Gingerbread without seeing all the baby steps between were shocked at how much more responsive the system became. Our friends on the Chrome team then recently added something similar. Of course, StrictMode can’t take all the credit. The new concurrent garbage collector in Gingerbread also greatly reduces latency hiccups.
Nexus S 
Nexus S is the next generation of Nexus devices, co-developed by Google and Samsung. The latest Android platform (Gingerbread), paired with a 1 GHz Hummingbird processor and 16GB of memory, makes Nexus S one of the fastest phones on the market. It comes pre-installed with the best of Google apps and enabled with new and popular features like true multi-tasking, Wi-Fi hotspot, Internet Calling, NFC support, and full web browsing. With this device, users will also be the first to receive software upgrades and new Google mobile apps as soon as they become available. For more details, visit http://www.google.com/nexus.
TechCrunch Review: Google Nexus S [Dec 6]
Unlike the Nexus One, the phone was not built from scratch – the starting point was the Samsung Galaxy S, released earlier this year. And Google will not be selling this phone directly to consumers. They say that experiment is over, and this phone will be available initially at Best Buy in the U.S. (on T-Mobile) and Carphone Warehouse in the U.K. Google says the phone is currently expected to be available starting December 16, although pre-orders might be taken earlier.
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The bottom line is this. If you are an iPhone user this isn’t going to make you switch. If you’re an Android user you will want this phone more than any other. If you’re currently neither, we recommend that you go with the Nexus S. It is better than the iPhone in most ways. What you lose with the slightly less impressive screen and iOS’s slightly slicker user experience you will more than make up for with the Nexus S’s ability to actually make phone calls that don’t drop and Google’s exceptional Navigation and voice input applications. The fact that the phone is unlocked and can be used abroad with other carriers is also a very big plus.
Hands On With Largest Android Phone Ever: A 42-Inch Nexus S [Dec 23, 2010, video included]
Last night, Google employees installed a giant Nexus S in the San Carlos Best Buy, sporting a 42 inch touchscreen, a working camera, and internet connectivity. Yes, unlike the giant Nexus Ones that Google produced last year, which just played a looping video of the UI, this giant Nexus S actually works. And it’s actually being powered by a real (smaller) Nexus S that’s been equipped with special video-out capabilities.
Part II. Android 3.0 (Honeycomb)
Motorola Android tablet prototype makes a cameo at D: Dive Into Mobile running Honeycomb [Dec 6, 2010]
Google’s Andy Rubin brought more than just a Nexus S in his bag of goodies tonight. On stage at D: Dive Into Mobile, the man has brought with him a prototype Android tablet from Motorola. It’s got video chat, an NVIDIA processor, a “dual core 3D processor,” and… oh yeah, it runs Honeycomb, not Gingerbread. Little else is known — Rubin immediately turned his attention to a new release of Google Maps — but we wouldn’t be surprised if we were looking at Stingray, a tablet rumored for a launch on Verizon shortly.
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Prototype Motorola Android tablet, running a dual core Nvidia chip and Honeycomb, the next iteration of Android.
DROID XOOM will be Motorola’s Honeycomb Tablet, Won’t be 4G LTE [Dec 29, 2010]
How does the Motorola DROID XOOM sound? According to our sources, that’s exactly what we can expect Motorola’s Honeycomb tablet to be called when it’s announced next week at CES. We’ve seen the word “XOOM” through a batch of global trademarks, but we have confirmation that this will indeed be the name, it will definitely be running Honeycomb and for now, won’t be 4G LTE.
Update:
– Upstream supply chain facing challenge from strong tablet PC orders [Jan 10, 2011]
Upstream component makers, facing tablet PC players placing strong orders, expect their sales performance to benefit significantly; however they also pointed out that the orders will give them strong pressure over supply management.
In addition to Apple’s iPad, RIM’s PlayBook and Motorola’s Xoom as well as High Tech Computer’s (HTC’s) new tablet PCs are all set to appear in the channel in the first half of 2011 and the total tablet PC shipment may go even higher after notebook vendors start joining the market.
Despite many tablet PC brands are placing strong orders, their actual sales in retail channels are a concern among upstream players since these tablet PCs may not be able to see as strong demand as Apple’s iPad.
And if the demand is strong, since most of the upstream component makers already have existed orders to supply, the extra orders may also affect makers’ capacity schedule.
In addition, production yield rate and capacity allocation will also be issues that the makers will need to face.
As a result, upstream component makers are facing a dilemma since they do not dare to expand their capacity recklessly due to uncertainty about tablet PC’s future demand, but if the market takes off, they will face issues with capacity which could seriously damage clients.
– Motorola expected to ship 700,000-800,000 Xoom tablet PCs in 1Q11 [Jan 10, 2011]
Motorola, with assistance from Google, has showcased its new Android 3.0-based Xoom tablet PC and has placed orders for about 700,000-800,000 units with four color options for the first quarter of 2011, according to sources from upstream component makers. The sources expect the orders to go up as high as one million units in the quarter.
In addition to Taiwan-based notebook chassis makers such as Catcher Technology and Foxconn Technology, handset chassis makers including Taiwan Chi Cheng (CCC) and Silitech Technology are also expected to benefit from the tablet PC chassis business opportunity, the sources noted.
The sources also pointed out that Google’s Android 3.0 is most suitable for 7- to 10-inch tablet PCs and most notebook vendors were not able to receive priority support from Google. Currently, Motorola and Samsung are Google’s priority partners with LG Electronics and High Tech Computer (HTC) following behind, the sources noted.
The Xoom tablet PC adopts a 10.1-inch touch panel with a resolution of 1280 by 800, Nvidia’s Tegra 2 processor and has HDMI and USB ports. The device also features a 5-megapixel camera and an LED flash light.
Report, LG Bringing Android Honeycomb Optimus Pad Tablet To CES 2011 [Dec 29, 2010]
This Optimus Pad tablet from LG according to this source will run on Android Honeycomb OS. The new report meshes with a report we posted about back in November –when an LG official spilled some details to a Korean news outlet– that stated the upcoming 8.9-inch LG tablet would be powered by the Nvidia Tegra 2 dual-core chip.
Android Honeycomb Music Player: Full Guide (Early Leak) [Dec 30, 2010]
SO, there’s an Unofficial / Leaked version of the new Honeycomb music player from Android floating around out there, right? Well, we had quite a time getting this little APK to work once we got it, and we bet we weren’t the only ones. Therefor, we’ve whipped up for you this little guide and points post so that you might get the sweet updated music action working on your Android device with as little or no hassle as possible.
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Nokia name-checked as Android Honeycomb tablet producer [Dec 29, 2010]
A casual name-drop in a report on Android 3.0 Honeycomb tablets has led to suggestions that Nokia is working with Google on an Android device. DigiTimes claims Google has been giving priority to brand-name handset manufacturers with support for the tablet-centric Honeycomb release, bypassing notebook makers in the process, but Nokia is in among the list of “smartphone players” supposedly working with the search giant.
It’s most likely an oversight by DigiTimes’ writers, but the remaining players on the list – Motorola, Samsung, LG and HTC – are all companies we’ve heard Android tablet rumors about in the past. A similar casual mention pre-holidays tipped Honeycomb for a March 2011 release; now the site is claiming some smartphone manufacturers could have slates running the platform out as early as the latter half of February next year.
Nokia Android Honeycomb tablet is latest odd OS rumor [Dec 29, 2010]
Android Honeycomb due for March 2011 release tip insiders [Dec 23, 2010]
Google has been coy on when exactly Android Honeycomb – the tablet-customized version of the open-source OS – will be launched, but Taipei sources may have scooped their announcement. According to DigiTimes, MSI is preparing to sell a Tegra 2 based tablet in April or May “after Google releases Android 3.0 in March.”
Now, DigiTimes has a patchy track record for accuracy, and we’re not sure if Honeycomb is going to be Android 2.4 or Android 3.0 – since Google is yet to confirm version numbers – but it certainly fits in with some previous rumors that suggested a broader February/March release window.
Android Honeycomb Is Indeed Version 2.4, Say Server Logs (Update) [Dec 29, 2010]
So we happened to be looking through some of our analytics logs today, and for the first time ever, we saw a very curious thing: a single device performed a single visit on Sunday and reported its operating system as Android 2.4. This would not be the first time we’d heard that Honeycomb, the confirmed codename for the post-Gingerbread version of the platform, referred to version number 2.4, and not 3.0, as has been widely expected up to this point — Android and Me first reported this possibility on December 15th, citing a developer working on third party software for “different versions of Android.”
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Update: After seeing our post, Android Police checked its own logs, which turned up 15 visits from several 2.4 devices over a six day period — and none from devices reporting themselves as 3.x.
Notebook vendors seeing R&D delays for Android 3.0 tablets [Dec 29, 2010]
… Google is currently giving priority for Android 3.0 support mainly to smartphone players such as Motorola, Samsung Electronics, LG Electronics, High Tech Computer (HTC) and Nokia, leaving notebook vendors facing delays in their R&D schedules.
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Sources believe Google’s strategy will cause notebook vendors to launch their tablet PCs later than smartphone players, while some players even believe that the tablet PC market will not be fully dominated by notebook vendors who will also face competition from smartphone players.
Smartphone players are expected to launch their Android 3.0 tablet PCs as early as the second half of February 2011, while notebook vendors will need to wait until the end of March to be able to have products on the market, the sources noted.
Although most of the notebook vendors are already set to launch Wintel- or Android 2.2-based models, most of their shipment volumes are still limited as the vendors are pessimistic about these models and believe Android 3.0 will be the shipments driver.
Update: Google giving priority to cooperate with Motorola, Samsung and HTC on Android 3.0 tablet PCs [Jan 7, 2011]
Google has apparently given priority to Motorola, Samsung Electronics and HTC for cooperation to develop tablet PCs that will run on Android 3.0 Honeycomb, according to industry sources.
Motorola has unveiled its Xoom tablet PC running on Android 3.0 at CES 2011, while Samsung is able to manufacture a number of key components for tablet PCs, the sources noted.
On the other hand, Taiwan-based ODM notebook makers are not strong in software development and also cannot control the supply of some key components for tablet PCs, making them unable to compete with handset makers to win support from Google, the source pointed out.
Compal Electronics reportedly tried in vain to cooperate with Google to develop tablet PCs in 2010 as Google has given priority to handset vendors, the sources added.
Handset vendors prefer notebook to handset makers for outsourcing tablet PCs, say Taiwan handset makers [Dec 29, 2010]
With handset vendors stepping into tablet PCs, priority is being given to notebook ODMs rather than handset makers for outsourced production, according to Taiwan-based handset makers.
RIM, Motorola and HTC have selected notebook ODMs Quanta Computer, Compal Electronics and Pegatron Technology, respectively, to produce their own-brand tablet PCs, the sources pointed out. Hewlett-Packard may choose Inventec to make its WebOS tablet PCs, the sources added.
Tablet PCs are actually more similar to smartphones than to notebooks in processor architecture, operating system, power consumption, user interface, communication functions and portability, the sources indicated. However, handset vendors mostly develop tablet PCs in-house and therefore care about the efficiency and cost of assembly, and in this respect notebook makers have the advantage because tablets are closer to notebooks than to smartphones in size, the sources analyzed.
Samsung, LG to enhance presence in global smartphone market in 2011, say Taiwan makers [Dec 28, 2010]
Samsung Electronics and LG Electronics have gained footholds in the global market of smartphones in 2010 with Galaxy S and Optimus One respectively, and will launch many smartphone models to strengthen their market status in high-end and entry-level as well as mid-range to entry-level segments respectively, according to Taiwan-based handset makers.
Samsung and LG emphasize the importance of touch panels for smartphones and both have the advantage of in-house panel technologies and production capacities, the sources indicated. Samsung will capitalize on its Super AMOLED (active matrix OLED) technology, while LG will adopt LTPS (low-temperature poly-silicon) panels in the first half of 2011 and then AMOLED panels in the second half, the sources noted.
Focusing on high-end and entry-level segments in 2011, Samsung will launch Android smartphone models throughout the year and Windows Phone 7 (WP7) models additionally in the second half, the sources pointed out. Samsung is expected to intensify competition with Motorola and Taiwan-based HTC in high-end smartphone models, especially in North American market, the sources indicated.
LG will launch 30 smartphone models priced at US$150-400, using either Android or WP7, in 2011, bringing significant competitive pressure on China-based vendors including Huawei Device and ZTE, the sources pointed out.
MID market grows 72% in 2010, says The Information Network [Dec 29, 2010]
Strong growth in smartphones and the huge success of the iPad spurred record growth in mobile Internet devices (MID) for 2010, according to research firm The Information Network.
“The MID market grew 72% in 2010 to 314 million units,” noted Robert Castellano, president of The Information Network. “By way of comparison, 2009 registered only a 20% gain.”
Growth was helped by a 90% gain in e-book reader shipments, a 60% gain in smartphones, and nearly 20 million iPads sold. For 2011, unit shipments of MID devices will moderate to a 44% growth.
ARM owns the MID space. It owns 95% of the mobile phone market and 85% of the smartphone market by unit shipments. ARM processors are being manufactured in the best semiconductor facilities. Companies that are currently or formerly ARM licensees include Alcatel, Atmel, Broadcom, Cirrus Logic, Digital Equipment Corporation, Freescale, Intel (through DEC), LG Group, Marvell Technology Group, NEC, NVIDIA, NXP (previously Philips), Oki, Qualcomm, Samsung, Sharp, ST Microelectronics, Symbios Logic, Texas Instruments, VLSI Technology, Yamaha and ZiiLABS, and TSMC.






























Somewhat later and by another root 







