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Microsoft’s next step in SoC level slot management
Update: Microsoft postpones IDP for 2 weeks to re-consult with chip players [June 2, 2011]
Microsoft has postponed its Integrated Development Program (IDP) for Windows 8 as the plan created significant dissatisfaction within the upstream supply chain. Microsoft is set to re-consult with the five major chip players about IDP, while Microsoft OEM vice president Steven Guggenheimer also paid visits to executives of Acer and Asustek Computer on June 1, to communicate and is set to re-release details of IDP after two weeks, according to sources from notebook players.
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Sources from chip players pointed out that Microsoft’s actions have their reasons, but the way the company unfolded the plan to its partners could make its partners feel unpleasant since players that do not participate believe they will lose the opportunity to launch Windows 8-based products first hand, which could seriously affect their product lineup in the future.
The chip players also noted that the development of ARM-based Windows 8 has difficulties and if Microsoft adopts an open development program as in the past, the company may not have enough manpower to support and answer all the problems and questions chip and system players have.
Following Microsoft’s CES 2011 move to the SoC level slot management of the market, here is the next step in that direction:
Taiwan PC vendors seeking participation in developing Windows 8 [May 25, 2011] (emphasis is mine)
Microsoft has talked with Nvidia, Qualcomm, Texas Instruments (TI), Intel and AMD for their participation in its Integrated Development Program specifically for developing Windows 8 for use in tablet PCs and has asked each IC vendor to invite two PC vendors for joint development and testing, according to industry sources in Taiwan. Taiwan-based PC vendors who have been in long-term partnerships with Microsoft have complained to the Ministry of Economic Affairs (MOEA) because they were not invited to participate, and hope for the government’s negotiation with Microsoft, the sources added.
For each of the five IC vendors, Microsoft seems to have desirable PC vendors such as Samsung Electronics, Hewlett-Packard (HP) and Dell, the sources indicated.
The IC vendors are actually unwilling to invite only two PC vendors because they each have many PC clients and participation of more PC vendors is commercially favorable for them. Thus, the IC vendors have urged Microsoft to invite more PC vendors, but Microsoft has so far insisted on the quota of two for the initial period, the sources said.
Wu Ming-ji, director general of the Department of Industrial Technology under MOEA, indicated the department has heard about Microsoft’s move from Taiwan-based PC vendors although Microsoft has not confirmed it.
In view of the business performance and global reputation of Taiwan-based vendors Acer, Asustek and HTC, the Taiwan government recommends that Microsoft invite them to co-develop Windows 8 in the first round because this would be in Microsoft’s best interest, Wu emphasized.
However, Wu did not indicated whether the government will negotiate with Microsoft or make any arrangement.
What happened at CES 2011 has been described in my CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7, 2011] report.
Since that report is enormously large I will include here all the relevant excerpts regarding the SoC level of slot management:
Microsoft’s CES 2011 presence is summarized in two detailed parts below, one for the System on a Chip (SoC) support announcement and the other based on the Steve Ballmer’s CES 2011 opening keynote. The first one has, however, been a source of great confusion among the company watchers, analysts and observers, therefore before we start the detailed overview in these two parts we should look into that situation first.
While the company has clearly stated that Microsoft Announces Support of System on a Chip Architectures From Intel, AMD, and ARM for Next Version of Windows [Jan 5] even such an ardent Microsoft watcher as Mary-Jo Foles interpreted this as a simple message that CES: Microsoft shows off Windows 8 on ARM [Jan 5]. No wonder that Computerworld has written an article that an Analyst ‘baffled’ by Microsoft talk of Windows 8 on ARM [Jan 6]:
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In an accompanying analysis article IDG News Services has even up the ante by declaring that Microsoft must get ISVs onto ARM bandwagon, Microsoft has a lot of work to do moving Windows to ARM chips [Jan 6]:
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This is all absolutely wrong. The truth is that Microsoft made a strategic decision of moving its core slot management approach to the key System on a Chip (SoC) vendors. It is a decision of enormous significance because up to now the company was managing the slots created by the PC vendors. That is Microsoft had been trying to ensure all along that the client PCs shipped to the market, the “slots” in terms of Microsoft internal way of thinking:
- Are best when they are running Microsoft system software.
- Have that software already installed when the devices are out of the factory floor (with OEM versions)
From now on Microsoft will do a kind of similar thing on the SoC level (and on the screen level as well), this is my conclusion as I carefully compiled all the available information in the two parts available below. This became absolutely obvious to me as I compared the below details with the radically new “slot situation” represented in my previous post Changing purchasing attitudes for consumer computing are leading to a new ICT paradigm [Jan 5].
Look for example how PC vendors were underrepresented in the keynote compared to what had been before (see my earlier posts: Windows slates in the coming months? Not much seen yet [July 13 – Oct 6, 2010] and Windows 7 tablets/slates with Oak Trail Atom SoC in December [Nov 1 – 24, 2010]) as well as how on the electronics industry level things had been changed recently (see my earlier posts: Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23 –Nov 4, 2010,] and Intel’s industry position and prospects for years ahead [Dec 9, 2010]).
Notes:
– Mary-Jo Foley started to discover some, but only some real motives in her latest With Windows coming to ARM, what happens to Windows Embedded Compact? [Jan 7]. There she mused about the really significant fact of the cancellation of Microsoft OEM chief’s planned appearance at the J.P. Morgan Tech Forum at CES (see the final agenda where Microsoft is missing) which was much anticipated by the investor community.
– Although for me that sign is important as well, the fact that HTML5 related announcements (as was anticipated in my previous post of Windows 7 slates with a personal cloud based layered interface for touch-first HTML5 applications on the CES 2011 [Dec 14, 2010] post) were postponed has even much bigger significance. Whatever will come regarding that upto the MIX 2011 of April 12-14 will be equally important to clarify the rest of the new strategic Microsoft picture. Particularly I am expecting that Silverlight technologies will nicely join the already known IE9/HTML5 push in a new platform technology setup.
Part I. The SoC support announcement
Microsoft Announces Support of System on a Chip Architectures From Intel, AMD, and ARM for Next Version of Windows [Jan 5], (emphasis is mine):
Microsoft Corp. today announced at 2011 International CES that the next version of Windows will support System on a Chip (SoC) architectures, including ARM-based systems from partners NVIDIA Corp. [Tegra platform], Qualcomm Inc. [Snapdragon platform] and Texas Instruments Inc [OMAP platform]. On the x86 architecture, Intel Corporation and AMD continue their work on low-power SoC designs that fully support Windows, including support for native x86 applications. SoC architectures will fuel significant innovation across the hardware spectrum when coupled with the depth and breadth of the Windows platform.
At today’s announcement, Microsoft demonstrated the next version of Windows running on new SoC platforms from Intel running on x86 architecture and from NVIDIA, Qualcomm and Texas Instruments on ARM architecture. The technology demonstration included Windows client support across a range of scenarios, such as hardware-accelerated graphics and media playback, hardware-accelerated Web browsing with the latest Microsoft Internet Explorer, USB device support, printing and other features customers have come to expect from their computing experience. Microsoft Office running natively on ARM was also shown as a demonstration of the potential of Windows platform capabilities on ARM architecture.
SoC architectures consolidate the major components of a computing device onto a single package of silicon. This consolidation enables smaller, thinner devices while reducing the amount of power required for the device, increasing battery life and making possible always-on and always-connected functionality. With support of SoC in the next version of the Windows client, Microsoft is enabling industry partners to design and deliver the widest range of hardware ever.
Next Version of Windows Will Run on System on a Chip (SoC) Architectures from Intel, AMD and ARM [Jan 5]
(emphasis is mine) Q&A: In a technology preview at CES, Microsoft demonstrates Windows running on new SoC x86 and ARM-based systems.
The Microsoft News Center team talked with Steven Sinofsky, president of the Windows and Windows Live Division, in advance of the announcement.
Microsoft News Center: Can you give us an overview of what led you to make this announcement today and what the specific news is?
Sinofsky: We are making this announcement now to allow greater collaboration across our expanded partner ecosystem so we can bring to market the widest possible set of PCs and devices, from tablets on up, with the next generation of Windows. We’re at a point in engineering the next release of Windows where we are demonstrating our progress and bringing together an even broader set of partners required to deliver solutions to customers.
We’ve reached a point in technology where everyone really does want everything from their computing experience — the power and breadth of software for today’s laptop, the long battery life and always-on promise of a mobile phone, and the possibilities from a new generation of tablets. Bringing these capabilities together to meet customer demand requires innovation in hardware as well as a flexible, evolving software platform to bring it to life.
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Microsoft News Center: Tell us about your partners on ARM-based systems. How were they selected and what do they bring to the table?
Sinofsky: It takes experienced partners to help deliver Windows to a whole new set of devices and we’re pleased NVIDIA, Qualcomm and Texas Instruments have joined us in this technology demonstration. We look forward to even more robust collaboration between silicon partners and a broader set of partners as we work together to bring new PCs and devices – from tablets on up – to market with the next version of Windows.
Microsoft News Center: You’ve talked about these new systems being ready for the next version of Windows. What does this mean for future hardware innovation on Windows 7?
Sinofsky: Windows 7 continues to be extraordinarily well-received by customers – consumers and businesses – using a broad selection of PCs for a wide variety of usage scenarios. There is no better place to see this array of choice and innovation than at a show like CES. At the Windows 7 launch, we saw a terrific line-up of new offerings from partners, and this CES brings another wave of great Windows 7 PCs across a wide range of form factors and capabilities, including new designs on Intel’s 2nd Generation Intel® Core™ Processor Family and AMD’s Fusion APUs. OEMs are delivering great designs and personalized selection across the wide range of PCs including convertibles, gaming rigs, all-in-ones, ultraportables, everyday laptops, and tablet PCs. We know we’ll see additional waves of hardware innovation over the next several seasons as well and we look forward to continuing to work closely with our partners.
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Microsoft News Center: What exactly are you demonstrating today as part of this announcement with respect to Windows on ARM?
Sinofsky: Today’s demonstrations will highlight the work we have done on the architecture of Windows to enable the richness of the Windows platform to run natively on the ARM platform. That includes support across a full range of scenarios like hardware accelerated media playback, hardware accelerated Web browsing with the latest Internet Explorer, USB device support, printing, and other features customers have come to expect from their computing experience.
The underlying architecture and engineering work includes a significant set of capabilities to run natively on ARM across the low-level subsystems of Windows as we bring Windows together with this new hardware platform.
Today’s demonstration represents the first showing of the next release of Windows. We know many of our most enthusiastic supporters are interested in learning more about the user interface, programming APIs, and other new features to come in Windows. The announcement today is just the start of our dialog with a broad community around Windows and, as with Windows 7, we will be engaging in the broadest pre-release program of any operating system. So there is a lot more to come.
Microsoft News Center: What can you tell us about Office on ARM?
Sinofsky: We’re committed to making sure that Windows on SoC architectures is a rich Windows experience. Microsoft Office is an important part of customers’ PC experience and ensuring it runs natively on ARM is a natural extension of our Windows commitment to SoC architectures.
Microsoft News Center: What else can you say about the next version of Windows?
Sinofsky: What we showed today was a technology preview of how Windows can adapt to run on SoC architectures. We are making this announcement now to enable our silicon partners, including new ARM partners, to collaborate across the ecosystem to bring innovation to market with the next version of Windows. We’re hard at work on all the aspects of the next version of Windows and we’ll share more information when the time is right.
Update: Intel CEO Paul Otellini addresses Microsoft’s ARM move in the wake of record earnings announcement [Jan 13] (emphasis is mine)
The plus for Intel is that as they unify their operating systems we now have the ability for the first time, one, to have a designed-from-scratch, touch-enabled operating system for tablets that runs on Intel that we don’t have today; and, secondly, we have the ability to put our lowest-power Intel processors, running Windows 8 or the next generation of Windows, into phones, because it’s the same OS stack. And I look at that as an upside opportunity for us.
On the downside, there’s the potential, given that Office runs on these products, for some creep-up coming into the PC space. I am skeptical of that for two reasons: one, that space has a different set of power and performance requirements where Intel is exceptionally good; and secondly, users of those machines expect legacy support for software and peripherals that has to all be enabled from scratch for those devices.
Part II. The Steve Ballmer CES 2011 opening keynote and all other Microsoft related
– Footage from the Microsoft keynote with some relevant keynote transcript excerpts included
– New Windows Laptops, Tablets and Slates Showcased
– The Next Generation of Microsoft Surface – LCDs That Can ‘See’
– New Xbox Avatar Capabilities on Display
– Copy-and-Paste Coming to Windows Phone 7
– Additional details for the three PCs demonstrated in the keynote
– Other new PCs
– Hardware acceleration for cloud clients (browsers etc.): AMD Fusion APUs, NVIDIA GeForce 500M [Jan 14]
– Xbox and Surface 2 additional information
– Windows Embedded Standard 7: the first wave of OEM partners exploiting the included Windows Media Center
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See more in my CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7, 2011] report.
Chromebook / box with Citrix Receiver going against Microsoft
Update:
– “Asus is more hesitant about another new entrant to the notebook space: Google Chromebooks. Google introduced these lightweight Web-centric devices in May with Samsung and Acer’s support. Asus works with Google on its tablets and smartphones but Shih said the manufacturer is still assessing the Chromebook market.
”
Asus: Super-Thin ‘Ultrabooks’ Can Capture 50% Of Notebook Market [July 29, 2011]
– “Chromebooks work best for people who live on the web – spending most of their time in a browser using web applications. We expect many consumers as well as many businesses and schools to greatly value the speed, simplicity and security this operating system provides.”
Internet at the heart of everything: Q&A with Chrome OS [July 15, 2011]
– Chromebooks Are Doomed to Fail [PCWorld, May 15, 2011]
The Chromebook is not any lighter or smaller than a standard netbook. It boots up faster, and has longer battery life than a full notebook, but so do most netbooks. The difference between the Chromebook and a standard netbook is that with a netbook you can do everything you can do with a Chromebook, and you can still do all of things you normally do with a PC.
Essentially, buying a Chromebook is like buying a television that is only capable of delivering some of the channels, even though there are televisions available for the same price that can give you all of the channels. The Chromebooks are going to retail from $350 to $500. Funny thing about that–at BestBuy.com there are 15 netbooks listed that range from $230 to $530.
– Google, Intel set to upgrade Chromebook performance [July 20, 2011]
Google plans to upgrade the Chromebook design from originally adopting Atom N570 processors to mainstream Core i series processors to significantly boost system performance, while strengthening the machine’s security. The plan has already received support from Intel with the company giving a 10-20% discount for related processor quotes, according to sources from notebook players.
In addition to Samsung and Acer, there are already several notebook vendors including Asustek Computer, already considering to join the upcoming Chromebook upgrade project and are set to launch related products after the fourth quarter, the sources noted.
The sources pointed out that despite the 12-inch Chromebook is mainly being pushed for its cloud computing capability, with most work being done by the back-end servers, since their hardware specifications are the same as a netbook, while being US$50-100 more expensive than a Windows 7-based netbook, and having an unattractive industrial design, the overall price/performance ratio is disappointing.
Therefore, Google has recently started notifying its partners that Chrome OS already has an obvious upgrade path for its hardware specifications and related security, while the company is also providing assistance with marketing and is aiming to push the product’s price range to above US$500 and increase its attractiveness in the market.
However, some notebook vendors believe Android’s success in smartphones and tablet PCs does not guarantee the success of Chromebook, and Microsoft still has an un-touchable position in the PC industry. Since most consumers are already used to Windows, while Windows has great software compatibility, if Chromebooks cannot outmatch Windows products on pricing, while maintaining standard performance demands, consumers are unlikely to accept a brand new operating system in the short term.
New computers for the browser-based world [May 11, 2011] (emphasis is mine)
For businesses and schools, we’re offering a subscription that includes the Chromebook, a web-based management console and 24/7 support from Google starting at $28 per month for businesses and $20 per month for schools. … to date the innovation has stopped at the PC. We still worry about crashes, long boot times, software incompatibilities, endless program updates, outdated hardware, viruses, and all the other headaches associated with a personal computer. What’s more, managing a PC is expensive when you include setup, maintenance and security – not to mention the lost productivity when things break. According to Gartner Research, the total cost for a desktop computer is between about $3,300 and $5,800 per year and laptops can cost even more.
Chromebooks relieve these pains. They boot in 8 seconds, resume instantly and have WiFi and optional 3G so that users can always stay connected. Since Chromebooks update automatically, the software gets better over time, delivering the latest features as soon as they are released. Chromebooks are the first PCs designed with ongoing security threats in mind, which is critical for businesses. Chromebooks employ the principle of “defense in depth” to provide multiple layers of protection, including sandboxing, data encryption, and verified boot – to help keep your organization safe.
We also recognize that organizations want to centrally manage their Chromebooks, so we’re happy to announce we’re making this easy, with the ability to control accounts, applications and devices from a single web-based console. The new Chromebooks pricing model and simple, central maintenance means that Chromebooks are far more cost-effective than traditional PCs. Companies can save thousands of dollars per employee each year!
… 85% of new software vendors will be focused on developing web-based apps by next year … Chromebooks work with your existing web apps, browser-based apps behind the firewall and we even have a solution for your desktop applications via our collaboration with Citrix. By navigating to an HTML5-based version of Citrix Receiver, users can access virtualized applications such as Adobe® Photoshop® right from the browser.
We believe that a combination of web and virtualized apps will suit most business users today; in fact, a recent survey we commissioned found that two-thirds of companies could already switch the majority of their employees to an exclusively browser-based computing environment.
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Learn more about Chromebooks for Business and how pilot customers are using them.
Update: Another step in the browser-based desktop revolution [May 25, 2011] (emphasis is mine)
Today we’re excited that Citrix has announced Citrix Receiver for Chromebooks, based on HTML5 standards – coming soon to the Chrome Web Store. This is great news for businesses and schools that want to take advantage of a modern browser-based operating system while preserving access to their existing desktop applications. At I/O for instance, we demonstrated Citrix Receiver running on Chromebooks and accessing a virtualized version of Adobe® Photoshop® right from the browser.
Now Chromebook users can not only access the huge number of business web apps and browser-based applications behind the firewall, but through Citrix Receiver they can also access an exhaustive set of desktop applications. This means that organizations don’t have to repurchase or rewrite existing applications when moving to Chromebooks, and they can offer Chromebooks to a wider range of users. We’re working to make the browser the platform for business computing, and we’re happy to be collaborating with Citrix on this transformation.
Update: Citrix Receiver Now Helps Business say “Yes” to More than 1 Billion End User Devices — Self-Service Access to Any SaaS, Web and Windows App [May 25, 2011]
Today at Citrix Synergy™, where virtual computing takes center stage, Citrix Systems announced multiple new updates to Citrix Receiver™, its universal software client that allows companies to deliver corporate apps, desktops and data to any device, whether corporate or employee owned. With today’s announcement, Citrix Receiver is now verified to support more than 1,000 different PC and Mac models, 149 different smartphones, 37 tablets, 10 different classes of thin clients, and all major device operating platforms, including new environments like iOS, Android, webOS and Google ChromeOS. With consumer devices flooding the workplace, Citrix Receiver now gives businesses around the world the power to say “yes” to more than 1 billion end user devices, knowing that they can deliver a secure, high-definition experience to virtually any device in the world.
In addition to offering complete choice and flexibility to use the devices they choose, Citrix Receiver gives end users full self-service choice of the apps they want to run, when Windows, web or SaaS based. The ability to seamlessly interact with all their desktops, apps and data on any device, from any location, effectively gives users 24×7 access to a “personal cloud” where anything they need is just a click or touch away.
By delivering this level of choice and flexibility, customers can achieve increased business productivity and transform IT from managing internal systems to on-demand service delivery. When combined with key Citrix infrastructure products like Citrix XenDesktop®, Citrix XenApp™ and the new NetScaler® Cloud Gateway™, Citrix Receiver provide the essential components to embrace this shift and allow employees to work anywhere, anytime, on any device.
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Supporting Partner Blogs
- Dell: Mobility Means Getting Things Done from Virtually Anywhere
- HP: Enterprise, Start Your Engines
- Google: Another Step in the Browser-based Desktop Revolution
- Samsung Enterprise Solution Group: Virtualized Mobile Office for Enterprises on the new Galaxy Tab 8.9 and 10.1 and Galaxy S II with Citrix Receiver
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Expert Blogs
- Our Vision for Citrix Receiver, Sumit Dhawan, Group VP and GM
- Citrix Receiver: Supporting 1,000,000,000+ Devices and Counting, Benjamin Baer, Sr. Director, Product Marketing
A new kind of computer: Chromebook [May 11, 2011] (emphasis is mine)
A little less than two years ago we set out to make computers much better. Today, we’re announcing the first Chromebooks from our partners, Samsung and Acer. These are not typical notebooks. With a Chromebook you won’t wait minutes for your computer to boot and browser to start. You’ll be reading your email in seconds. Thanks to automatic updates the software on your Chromebook will get faster over time. Your apps, games, photos, music, movies and documents will be accessible wherever you are and you won’t need to worry about losing your computer or forgetting to back up files. Chromebooks will last a day of use on a single charge, so you don’t need to carry a power cord everywhere. And with optional 3G, just like your phone, you’ll have the web when you need it. Chromebooks have many layers of security built in so there is no anti-virus software to buy and maintain. Even more importantly, you won’t spend hours fighting your computer to set it up and keep it up to date.
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Chromebooks will be available online June 15 in the U.S., U.K., France, Germany, Netherlands, Italy and Spain. More countries will follow in the coming months. In the U.S., Chromebooks will be available from Amazon and Best Buyand internationally from leading retailers.
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Day 2 kicked off with the announcement that Chrome is now at 160M active users, up from 70M last year. Watch for more announcements from the Chrome Web Store, Angry Birds, Chromebooks and Chrome In-App Payments.
There is a 30”+ talk about “the power of the web” till [39:00] (with most emphasis on WebGL based things including hardware accelleration) then going to Chrome OS and fast [40:35] moving to Chromebook, then again to Chrome OS which is ending at [52:20], then the use case of using Chromebooks disconnected, hundred of apps on Chrome webstore already working offline, Google Apps coming in June 15, then [54:10] Samsung, Acer (with price starting at $349), Intel etc. partners. From [57:40] the businesses and education institutions part. Along Citrix mentioning VMware as well. At [1:01:30] showing Chromebox as well. Complete End-to-End Offering for businesses. $28/month price complete, changing fundamentally the way computing is … Order directly from Google. … every of our attendee gets a free Chromebook. Ending at [1:08:10]. But no Chrome In-App Payments.
Intel® ATOM Processor N570 [1.66Ghz]
2GB Standard System Memory [DDD3]
16GB SSD (mSATA)White / Titan Silver
WiFi / 3G
$429 / $499SuperBright 12.1” LED display [1280×800]
Battery Hour Life: Up to 8.5 hours (Google Chrome Battery Test)
SlashGear 101: Google Chromebook [May 11, 2011]
This summer, Gmail, Google Calendar and Google Docs will all get “offline support” for Chrome OS – i.e. you’ll be able to use them without a data connection. Netflix and Hulu streaming video support will also be added, though you’ll obviously need to be online for those.
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Google is also readying a desktop version, the Google “Chromebox”, about which little is known but that we’re assuming will bring the same Chrome OS experience to users not concerned about mobility. Since part of Chrome OS’ charm is that users can log in on any machine and get the same experience, schools and businesses could have a combination of Chromebox and Chromebook hardware and staff/students share them depending on where they were going to be working.
Google Chrome OS “Chromebook” Detailed [May 11, 2011]
Hands On With Google’s New Chromebook [May 12, 2011]
Citrix, VMware Bringing Enterprise Apps To Google Chromebooks [May 11, 2011] (emphasis is mine)
Citrix Receiver acts as a front door for enterprise applications stored on XenDesktop and XenApp servers in the customer’s data center, delivering them to notebooks, tablets and mobile devices.
Citrix Receiver For Chrome, currently in beta and slated for launch this summer, will do the same for Chromebooks, Google’s new Web optimized PCs, according to Gordon Payne, senior vice president and general manager of Citrix’s Desktop Division.
Payne says his company has plenty of relevant experience in delivering enterprise applications to Google Chromebooks. “For the past 10 years we’ve been lifting apps up off the desktop, centralizing them in the data centerand delivering them as a service,” he said.
Citrix is looking forward to introducing Chromebooks to its customer base, Payne said. During the Q&A, Payne was asked how this might affect Citrix’s Windows business, a fair question since Citrix is one of Microsoft’s largest partners.
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“Users should be able to use whatever device makes sense to them,” Payne responded. “Bring Your Own Device feeds into this philosophy. Chromebooks are a compelling argument for a new class of hardware, and we at Citrix love diversity.”
VMware, meanwhile, is building a similar version of VMware View that works in the browser, Rajen Sheth, group product manager for Chrome For Business, said in the Q&A. While Citrix has a timetable for its release of Receiver For Chrome, VMware is still in the midst of working on its implementation, Sheth said. VMware did not have a representative at the Q&A.
The virtualization partnerships show that Google is stepping up its efforts to crack into enterprise accounts. Most companies can switch 75 percent of their users to Chromebooks today by using Web applications and virtualization, Sundar Pichai, senior vice president of Chrome, said in a Wednesday keynote at Google I/O in San Francisco.
New Citrix Receiver Lets Chrome Notebook Users Run Windows Business Apps [Dec 7, 2010]
Citrix joined Google on stage at its live Google Chrome event in San Francisco to preview the new Citrix Receiver for Chrome Notebooks.
Today, Citrix Systems (NASDAQ: CTXS) joined Google on stage at its live Google Chrome event in San Francisco to preview the new Citrix Receiver™ for Chrome Notebooks (see today’s related announcement blog). Available soon as a free app on the Google Chrome Web Store, Citrix Receiver will allow Google customers to run their existing Windows business applications directly on the new web-based Chrome notebooks with a native user experience, fast performance, and full enterprise security. As a result, Google customers will be able to enjoy all the benefits of a fast, lightweight, web-based notebook computer for personal use, and still have easy, secure access to their Windows-based work applications, desktops and data at any time (see visuals).
Citrix Receiver also represents a win for corporate IT departments, allowing them to deliver existing enterprise applications and desktops as a secure, on-demand service to Chrome notebook users with no new support requirements – and no compromise in security or user experience. Because Citrix Receiver supports all popular security standards, corporate data is safe at all times. End users also enjoy a rich, high-definition experience for all apps and desktops, thanks to the built-in Citrix HDX™ technology.
Citrix Receiver is a key part of the Citrix end-to-end virtual computing strategy, designed to simplify computing for IT, and give end users more choice and flexibility in how and where they work. It is available today for a wide variety of end user devices, including PCs, Macs, laptops, thin clients, tablets and smartphones.
Pricing and Availability
Citrix Receiver for Chrome Notebooks is scheduled to be available as a free app from the Google Chrome Web Store in the first half of 2011. Citrix Receiver works by connecting to the Citrix XenDesktop® or Citrix XenApp™ servers already running in the datacenters of most corporate customers. Every day, XenDesktop and XenApp deliver virtual desktops and applications to 100 million corporate employees at more than 230,000 enterprises worldwide, including 99 percent of the Fortune 500.Sundar Pichai, Vice President of Product Management for Google
“The web has become an incredibly powerful platform for innovation, allowing users to do much more online than ever before. We’re happy to work with Citrix to give Chrome notebook business users a way to enjoy all the benefits of the web, while still having the flexibility to access important business applications in their work environments.”
Gordon Payne, Senior Vice President and General Manager at Citrix
“The new Chrome notebook breaks new ground in simplifying end user computing devices. Citrix is pleased to be working with Google on this exciting new technology and promise it holds for our joint customers. Together, we can ensure that these new devices are enterprise-ready, allowing our customers to securely run their existing corporate applications on their Chrome notebooks. Extending Citrix Receiver support for Chrome notebooks will provide virtual computing solutions that simplify computing for IT, and enable productive, virtual workstyles for users.”Related Links and Announcements:
- Announcement blogby Sumit Dhawan
- Technical overview blogby Chris Fleck
- Google event webcast
- Announcement: New Citrix Receiver Release Gives IT the “Power to Say Yes” to Millions of New Devices
- Citrix Receiver Cloud demo environment
Google Search Finds Citrix Receiver for Chrome Notebooks [Dec 7, 2010] (emphasis is mine)
Citrix has just announced Citrix Receiver for Chrome Notebooks. The new Google OS and reference design for notebooks is designed to run apps entirely from the web. That’s relatively easy for web and SaaS apps, but for the thousands of corporate Windows apps Google needed another answer in order to make the new platform useful as a business tool or even a consumer device with casual access to work apps. The answer came from talking to CIO’s and IT Pros at companies who would need to endorse the device, ” add Citrix Receiver ” was an obvious solution. ( You can also find the answer by Google searching run windows apps from any device or any variation of that
)
Google’s announcement today included a keynote demonstration of Citrix Receiver accessing a number of Microsoft applications hosted on XenApp. This Receiver for Chrome Notebooks is also unique in that it’s based on HTML5 and requires no download and install like most Receivers. It’s very cool, just click the icon, log-on and everything required comes down from the web. The new Web Receiver interface is presented including the ability to search, subscribe and select favorite apps. The apps launch as expected and the performance is great. What’s different is the apps run maximized inside the Browser vs conventional windowing, and task switching is accomplished through the browser tabs. Check out the demo at http://www.youtube.com/watch?v=Xjb5kFLOz_Q&feature=channel fast forward to Minute 21 [ending at 39:00].
Video footage from the Chrome event on 12/07/10. Sundar Pichai, Product Management Lead for Chrome gives update on Chrome OS and announces the pilot program.
Some screen shots of Citrix Receiver for Chrome Notebooks:
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The Citrix Receiver will also be included in Google’s Chrome Web Store when its available in 1H2011. Users will only need a company provided link to get to a log-on page making app delivery simple for IT.
Google’s entry into the OS market is interesting and fits well with their vision to host everything on the web. Users get device independence, and IT meets the objective to minimize support for distributed end point devices. With Google Chrome for Notebooks, Google will provide automated updates to the OS as required, and security exposures are minimized because nothing can be installed locally. Add Citrix Receiver and IT should be happy. I think user adoption will depend on the devices that hardware vendors come up with. These new Notebook devices will compete with Tablets in the limited task mobility segment and full function Windows 7 Netbooks & Laptops on the other side, time will tell…
Embrace the consumerization of IT – Citrix Receiver gives you the power to say ‘yes’ [Dec 7, 2010] (emphasis is mine)
Today Citrix demonstrated Citrix Receiver for Google Chrome Notebook at Google’s launch event in San Francisco (watch the replay). Citrix Receiver gives people access to their enterprise apps using any device, anywhere – enabling IT to embrace consumerization and make their employees more productive.
Consumerization will force more IT change over the next few years than any other technology or trend. The phrase “consumerization of IT” stems from people’s experiences as consumers of technology at homesuch as using simple online self-service applications, or using mobile devices to instantly access their information and it is changing the way all of us think about computing. Computing has become integrated into our everyday life and is not just for work activities, and it is changing our expecations of what computing at work should be. This is a big trend – something that none of us as individuals can control. As an IT industry, we have no other option but to embrace this trend, and plan for how consumerization will impact computing for people at work.
If you are unsure about what consumerization of IT means for computing at work, here are few things that you need to know:
- End users will have a choice of device – they will be able to use a device of their convenience to get access to their apps. They may be company owned or may be employee owned. You may have users using their corporate Windows device and have other devices that you do not have full control over.
- Users will be able to use the same device for their personal and corporate appssimultaneously.
- Users will prefer a self-service experience to access their apps
These three requirements are almost impossible to address with traditional distributed computing within IT environments. Instead, IT needs to do something different.
Google’s announcement regarding the Chrome OS notebook and Chrome OS Web store is a good example of the choice that people have for computing at home. I attended the Google’s launch event live and found the demos quite interesting – seeing how end users can add their apps to their notebook and run them on-demand. It means that there will be another device that someone at work will show up alongside their corporate PC to access their Windows applications.
This is a problem for IT. Enterprise apps and data were never built for the kind of flexibility and security challenges this kind of user choice and mobility introduces. Many IT teams are now struggling to embrace this “consumerization of IT.”
Citrix’s solution to this problem is virtual apps and desktops along with Citrix Receiver – both designed to deliver any enterprise app or desktop to any user, anywhere. The Majority of these are Windows based apps and soon to be adopted Windows 7 desktops. Citrix Receiver, which is available for virtually every device – Windows PCs/laptops, Macs, iPhones, iPads, Android smartphones/tablets, Blackberry, and Windows Mobile, offers users a high performance access to any enterprise app, anywhere.
Today, Citrix demonstrated an early version of Receiver for Chrome OS Notebook at the Google launch event, showcasing access to enterprise Windows based applications securely with a high definition experience. As with all versions of Citrix Receiver, customer demand is strong, making Receiver a “must have” app for new consumer devices. Google’s enterprise customers asked them to partner with Citrix Google Notebooks can have access to enterprise apps & desktops – most of them based on Microsoft Windows. Citrix Receiver for Chrome Notebook will be available in first half of 2011. Users will be able to download it from Google Chrome Web Store.
So, the next time when an employee says they wish to use one of their devices to access the enterprise apps, you no longer have to say ‘no’. With Citrix Receiver, you have the ability to say ‘yes’ to any device – offering a rich high definition application access to all your employees anytime, anywhere.
Citrix Receiver, XenApp and the Windows Application Delivery Infrastructure
Citrix Receiver is a lightweight software client that makes accessing virtual applications and desktops on any device as easy as turning on your TV.
Much like a satellite or cable TV receiver in a broadcast media service, Citrix Receiver allows IT organizations to deliver desktops and applications as an on-demand service to any device in any location with a rich “high definition” experience.
As long as employees have Citrix Receiver installed, IT no longer has to worry about whether they are delivering to a PC in the office, a Mac at home, or an iPhone on the road. This approach radically simplifies desktop management for IT and gives end users far more flexibility and independence in how and where they work.
XenApp is the central software component of the Citrix Windows Application Delivery Infrastructure. The goals of XenApp and the Citrix Windows Application Delivery Infrastructure are to deliver on-demand applications to both physical and virtual desktops, and to determine and provide the best method of delivery. XenApp offers three methods for delivering applications to user devices, servers, and virtual desktops:
- Server-side application virtualization: applications run inside the Data Center. XenApp presents each application interface on the user device, and relays user actions from the device, such as keystrokes and mouse actions, back to the application.
- Client-side application virtualization: XenApp streams applications on demand to the user device from the Data Center and runs the application on the user device.
- VM hosted application virtualization: problematic applications or those requiring specific operating systems run inside a desktop in the Data Center. XenApp presents each application interface on the user device and relays user actions from the device, such as keystrokes and mouse actions, back to the application.
A typical deployment is shown below. Delivery Services 1.0 provides the infrastructure that enables the next generation of Receiver functionality. The figure shows the architecture of Delivery Services and the interactions between the components in a typical environment.

Citrix Receiver—manages plug-ins, including the Self-service Plug-in, on the user device:
- Online Plug-in/Offline Plug-in—enable users to access their subscribed resources. These plug-ins are used for application streaming when executables for applications are put in profiles and stored on a file server or Web server (the App Hub) which simplifies application delivery to users by virtualizing applications on client devices. To support streaming applications to the server, install either the online plug-in or Web plug-in on user devices. These applications must be published as “stream to server.” The Citrix offline plug-in is the new name for the Streaming Client. To support streaming applications to the user’s desktop (“stream to desktop”), as well as offline access to applications and dual-mode streaming, install both the offline plug-in and online plug-in on user devices. With dual mode streaming (“streamed if possible, otherwise accessed from a server”) XenApp is configured to stream software to client devices; otherwise, virtualize from a XenApp server. If launching a streamed application fails on the client device, XenApp seamlessly streams the application to the server and virtualizes the application on the client device from XenApp.
- Self-service Plug-in (formerly Dazzle)—presents the resources and services available across the configured stores. Enables users to subscribe to and organize their resources. Corporate employees get 24 × 7 self-service access to the applications and content that they need to work productively. The Citrix Receiver self-service view offers a rich, intuitive user experience that requires no training. Citrix Receiver and the Self-service Plug-in make self-service IT a reality, giving users instant access to their resources and bringing the economics of the Web to enterprise IT.
Merchandising Server—delivers plug-ins and configuration updates to Citrix Receiver. Uses the Authentication Service to identify users and provides the administrative interface for configuring, delivering, and upgrading plug-ins for your users’ computers..
Delivery Services—integrates with your existing XenDesktop and XenApp infrastructure and employs Microsoft .NET technology running on Internet Information Services (IIS) and, optionally, Microsoft SQL Server to provide authentication and resource delivery infrastructure for Citrix Receiver and the Citrix Self-service Plug-in. Delivery Services consists of three services:
- Authentication Service—authenticates users to the Citrix servers using explicit authentication and stores user credentials. Once a user’s credentials have been validated, the Authentication Service handles all subsequent interactions with the servers to ensure that users do not need to log on again.
- Stores—retrieve user credentials from the Authentication Service to authenticate users to the Citrix servers. Enumerate the resources currently available from the configured servers and send the details to the Self-service Plug-in so the resources can be displayed to users.
- Database—stores details of user subscriptions plus associated shortcut names and locations. When a user accesses a store with application synchronization enabled, the subscribed resources on the user device are automatically reconfigured so that the configuration is the same as that stored in the Delivery Services database.
Citrix Delivery Services Management console—enables administrators to create and manage stores and the Authentication Service.
Citrix servers—provide desktops, content, and online and offline applications.
The interactions that take place between the components in the environment shown above are described below.
- A user logs on to a device; Citrix Receiver starts automatically.
- If the user has not yet subscribed to any resources or if the user opens Citrix Receiver, the self-service view is displayed.
- The user logs on to the stores that the Self-service Plug-in is configured to contact.
- The Self-service Plug-in sends the user’s credentials to the Authentication Service.
- Merchandising Server uses the Authentication Service to identify the user and sends any configuration updates specified by the administrator to Citrix Receiver.
- The Authentication Service authenticates the user to the Citrix servers that provide the resources in the stores.
- Using the Authentication Service to provide the user’s credentials, the stores contact the Citrix servers, obtain details of the available resources, and send this information to the Self-service Plug-in.
- The Self-service Plug-in aggregates the resources from all the stores, but only those resources that the administrator has made available for this particular user are displayed in Citrix Receiver.
- When application synchronization is enabled for a store, the store queries the Delivery Services database and sends details of the user’s subscribed resources and associated shortcuts to the Self-service Plug-in as part of the resource enumeration process.
- The Self-service Plug-in compares the configuration received from the store with the configuration of the current device to determine whether the user has subscribed or unsubscribed from any resources, or modified any shortcuts on any other devices.
- If any differences are detected between the user’s subscriptions on the current device and the configuration stored in the database, the Self-service Plug-in automatically adds and removes resources and moves or renames shortcuts to resolve the differences.
- The user subscribes to and organizes resources in the self-service view of Citrix Receiver.
- Shortcuts to the subscribed resources are added to the user’s device.
- Any offline applications to which the user subscribes are downloaded from the XenApp farm to the user device by the Offline Plug-in. Once downloading is complete, the applications are available for use.
- If the user subscribes to a Citrix Online product, the associated client application is installed locally on the device. If configured by the administrator, the user may also be prompted to create a Citrix Online account or request an account from the IT department.
- When application synchronization is enabled for a store, the Self-service Plug-in notifies the store of any changes to the user’s subscribed resources and associated shortcuts. The store updates the database with the new configuration.
- The user clicks on a shortcut to a subscribed resource.
- For offline applications, the application starts and runs locally within an isolation environment.For desktops, content, and online applications, the Online Plug-in initiates a session with a XenDesktop or XenApp server providing the selected resource.
More information:
Designing a XenApp Deployment (inside XenApp 6 for Windows Server 2008 R2) [April 11, 2011] where detailed architecture diagrams and explanations are provided as well:
A XenApp deployment consists of three deployment groups: user device (represented in this diagram by Citrix Receiver and Citrix Dazzle), Access Infrastructure, and Virtualization Infrastructure.
- On the left of this diagram are Citrix Dazzle and Citrix Receiver, which represent the set of devices on which you can install client software. Citrix Dazzle provides your users with a selection of applications you have made available to them. Citrix Receiver manages the client software plug-ins that enable your users to interact with virtualized applications. When designing a XenApp deployment, you consider how your users work, their devices, and their locations.
- Access Infrastructure represents secure entry points deployed within your DMZ and provide access to resources published on XenApp servers. When designing a XenApp deployment, you provide secure access points for the different types of users in your organization.
- Virtualization Infrastructure represents a series of servers that control and monitor application environments. When designing a XenApp deployment, you consider how applications are deployed based on your user types and their devices, the number of servers you need, and which features you want to enable in order to provide the support, monitoring, and management your organization requires.
The following diagram shows the access infrastructure in greater detail.
In this access infrastructure diagram:
- All of your users use Citrix Dazzle to choose applications they want to run. Citrix Receiver plug-ins run them.
- Onsite users within your corporate firewall interact directly with the XenApp Web and Services Site.
- Remote-site users access applications through sites replicated by Citrix Branch Repeater.
- Off-site users access applications though secure access, such as Access Gateway.
- The Merchandising Server makes available self-service applications to your users through Citrix Dazzle.
- EasyCall Voice Services enables your users to initiate telephone calls by clicking on telephone numbers displayed in their applications.
- The XML Service relays requests and information between the Access Infrastructure and the Virtualization Infrastructure.
The following diagram shows the virtualization infrastructure in greater detail.
In this virtualization infrastructure diagram:
- The XML service relays information and requests.
- Based on Active Directory profiles and policies, the XenApp servers invoke the correct application delivery type for the user. The XenApp servers provide server-side application virtualization and session management. Session and deployment configuration information are stored in data collectors and a central data store represented by the deployment data store.
- The App Hub provides Streamed Application Profiles, which are client-side virtualization applications housed in your enterprise storage.
- The VM Hosted Apps server isolates problematic applications inside a seamless desktop, which, depending on the user profile, can be virtualized on the user device or on the server. The desktop images are provisioned through Provisioning Server. Session and server configuration information are stored in the deployment data store.
- Provisioning Services delivers desktops to servers, which are stored as desktop images in your image repository.
- SmartAuditor provides session monitoring. Recorded sessions are stored in your enterprise storage and configuration information is stored in the deployment data store.
- Service Monitoring enables you to test server loads so you can estimate how many servers you need for your deployment and to monitor those servers once they are deployed.
- Power and Capacity Management enables you to reduce power consumption and manage server capacity by dynamically scaling the number of online servers.
- Single Sign-on provides password management for virtualized applications. Passwords are stored in the account authority.
Delivery Services & Self Service Plug-in Video Series [March 21, 2011]
– Part 1 – Merchandising Server component, concentrating on what’s new in Merchandising Server 2.1
– Part 2 – Receiver component, concentrating on what’s new in Receiver for Windows 2.1
– Part 3 – Delivery Services component, overview of what Delivery Services 1.0 is all about and how to configure it
– Part 4 – Self Service Plug-in component, covering an overview of Self Service Plugin 2.0, what’s new and how to configure it
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.
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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.















Somewhat later and by another root 






