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Tag Archives: Tablets

Amazon Tablet PC with E Ink Holdings’ Hydis FFS screen

Follow-up: $199 Kindle Fire: Android 2.3 with specific UI layer and cloud services [Sept 29, 2011]

See also:
Hydis
E Ink Holdings (8069.TWO) Initiate at Buy: Dual Growth Engines to Propel Earnings [comprehensive 32 pages evaluation by Citi Investment Research & Analysis, a division of Citigroup Global Markets Inc., Aug 4, 2011] HIGHLY RECOMMENDED READ and NOT ONLY FROM PURE SHARES AND FINANACIALS
POINT OF VIEW

Updates: E Ink suspending FFS panel production cooperation agreement with LG display [Nov 25, 2011]

E Ink Holdings (EIH) will suspend a cooperation agreement it signed with LG Display for the production of FFS (fringe field switching) LCD panels and will buy back a sum of corporate bonds (CBs) issued by its Korea-based subsidiary Hydis Technologies from LG Display, according to EIH.

EIH’s production of FFS wide viewing angle panels will not be affected by the suspension of cooperation as EIH has teamed up with Taiwan-based Chunghwa Picture Tubes (CPT), utilizing the panel maker’s 6G production line to produce FFS panels, said industry sources.

Hydis will also continue to hold the patents pertaining to the production of FFS panels although it may lose some orders from clients in Korea, indicated the sources.

The book value of Hydis’ CBs held by LG Display totals KRW34.257 billion (US$30.5 million), EIH revealed. EIH’s board of directors has approved the company’s plan to invest US$30.5 million for the purchase of Hydis CBs, according to a Chinese-language Commercial Times report.

CPT sees small-size flat panels increase in July [Aug 11, 2011]

CPT will begin volume production of 10.1-inchFFS LCD panels soon, with 7-inchFFS models to follow in September, the company said.

Amazon 10-inch tablet PC to start mass production in 1Q12 [Aug 31, 2011]

Mass production of Amazon’s 10.1-inch tablet PC reportedly will be conducted in the first quarter of 2012 with Foxconn Electronics (Hon Hai Precision Industry) to handle the orders, according to sources from upstream component suppliers.

In addition to the tablet PC, Amazon also outsources its Kindle e-book reader to Foxconn with an estimated volume of 15-18 million units, accounting for 60-70% of global e-book reader shipments of 25-30 million units in 2011.

Amazon’s 7-inch tablet PC, which is supplied by Quanta Computer, is expected to start shipping in October, the sources added.

Amazon Tablet rumour round-up [Aug 31, 2011]

Specification details for the tablet PC are sketchy. The Boy Genius Report claims there will be an entry-level tablet (presumably the 7in device), codenamed ‘Coyote’ that will feature a dual-core Nvidia Tegra 2 chip, while the ‘Hollywood’ will be the larger higher-end tablet PC and will sport the new ‘Kal-El’ quad-core mobile chip.

First announced in February during Mobile World Congress in
Barcelona, the new Kal-El quad-core chip is capable of displaying 1440p video on a 2,560×1,600 pixel display. Nvidia also claimed the chips can help deliver up to 12 hours of battery life.

Researcher at Forrester, Sarah Epps, speculated that the Amazon tablet could come with a $299 price tag in the US, that nearly half the price of many existing Android tablets, and while the price would initially result in a loss for Amazon, it could help to send sales soaring. There’s no doubt that a cheaper price point can cause a surge in sales. After all, HP recently revealed it will manufacture another batch of its TouchPad tablet PC,  following “unfulfilled demand” after it slashed the price to $99 in the  US and £89 in the UK on announcing it was to discontinue the device.  Epps says the $299 (£183) price tag closer to what most consumers want  to pay for a tablet, based on a Forrester survey. However, some rumours  on the web suggest the tablet PC might be a little higher in price.

E INK HOLDINGS AND CPT COOPERATE TO EXPAND EREADER AND TABLET MARKETS[July 19, 2011]

Chunghwa Picture Tubes, Ltd. (TAIEX: 2475; “CPT”) and E Ink Holdings Inc. (TAIEX: 8069; “E Ink”) jointly announced today that each of their board of directors had passed a resolution, enabling E Ink to make an investment into CPT with a view to strengthen their collaboration in technology and in production capacity. Through this investment and cooperation, both companies expect to further expand electronic paper and FFS (Fringe Field Switching) panel business. The strategic alliance will further solidify their existing leadership position in eReader, tablets and other mobile devices markets.

The investment will be a total of NT$1.5 billion [US$ 52M] in the form of unsecured convertible bonds issued through private placement in Taiwan. The conversion price will be at NT$3.25 per share. This issue, expected to be completed by the end of July this year, is for a period of 3 years.

This investment enables the expansion of panel production capacity and exchange of related technological information between the two companies. This investment is also aimed at improving the utilization of CPT’s production lines and enabling them to focus on higher-end value-added products.

“This cooperation will strengthen E Ink’s capacity to meet the demand of the fast-growing eReader market while CPT can better utilize their 6th-gen fab,” says E Ink’s Chairman Scott Liu. “More importantly this strategic alliance will expand the relevant markets for both companies”.

The co-operation is expected to result in an integrated supply chain. CPT will also manufacture FFS LCD displays, thereby expanding Hydis’ FFS manufacturing capacity. FFS technology based LCD are the market share leaders in displays for tablets and other mobile devices, just as E Ink’s dual pigment ePaper technology is the market share leader for eReader displays. E Ink’s investment will secure a steady supply of display panels for both its EPD and FFS business.

How Amazon Could Disrupt the Android Tablet Market [Aug 8, 2011]

… the center of its design would be on reading books. That appears to be true, as multiple sources tell me that it will have the best reading experience of any tablet on the market. … Apparently, the company’s key goal is to make the tablet very inexpensive and then use a new business model to own the Android tablet market.

… while its tablet could marginally compete against Apple, this is not the company Amazon is going after with its tablet offering. It is smarter than that. Rather, I believe Amazon’s goal is to be the market leader in Android and be the top seller of tablets with this mobile OS.

… Amazon may actually sell it for as much as 20 to 25 percent below cost. In this situation, think of the tablet as a razor and the Android Appstore, UnBox movie service, and music service as the blades, which can be sold to users over and over again.

Now imagine how this could affect the other Android vendors that are making tablets. If Amazon provides a product that is sold under cost with the goal of making up the rest of the cost and profit from apps, services, and even advertising, it could give all of the other Android vendors a serious run for their money. And, given Amazon’s deep ecosystem, other Android vendors would find it very difficult to compete against it. When measuring by units shipped, this method could make Amazon the king of Android tablets very quickly. In fact, I would go as far as to say that it could “own” the Android tablet market.

Amazon to launch tablet PCs in August-September, say Taiwan component makers [June 22, 2011] (emphasis is mine)

Amazon is poised to step into tablet PCs and will launch models as son as August-September, with targeted global sales of four million units for 2011, according to Taiwan-based component makers.

The timing of launch is to meet the peak sales period prior to Thanksgiving in the US and the year-end holidays in the US and Europe, the sources pointed out.

Amazon adopts processors developed by Texas Instruments, with Taiwan-based Wintek to supply touch panels, ILI Technology to supply LCD driver ICs and Quanta Computer responsible for assembly, the sources indicated. Monthly shipments are expected to be 700,000-800,000 units.

Amazon will provide streaming movie services for users of its tablet PCs, the sources noted.

End of Updates

Quanta receives tablet PC orders from Amazon, say upstream sources [May 3, 2011] (emphasis is mine)

Taiwan-based notebook maker Quanta Computer has recently received OEM orders from Amazon for its reported tablet PC and the device will also receive full support from Taiwan-based electrophoretic display (EPD) maker E Ink Holdings (EIH) for supplying touch panel as well as providing its Fringe Field Switching (FFS) technology, according to sources from upstream component makers.

The device’s monthly orders during the peak season are expected to reach about 700,000-800,000 units and Quanta is expected to start shipping as soon as the second half of 2011 with the orders to contribute more than NT$100 billion (US$3.5 billion) to Quanta’s annual revenues in 2011, the sources noted. In response to the report, Quanta declined to comment on its clients.

In addition to Amazon, Quanta is currently also the tablet PC OEM partner of RIM and Sony, while the company has also been aggressive in contact with Lenovo in hoping to land orders from the company for its second-generation LePad.

The sources pointed out that Amazon’s Kindle still has strong sales, but the e-book reader is currently still unable to successfully cut into the markets outside of North America and Europe; therefore, Amazon internally plans to reduce Kindle’s market price to attract consumer demand from the education and consumer market, while will push tablet PC using its advantage in software and content resources to challenge iPad2.

EIH has also recently been in contact with a Taiwan-based small- to medium-size panel maker [presumably CPT, see below] and is aiming to book up the maker’s full capacity through a private investment and will fully supply the capacity to Quanta and such strategy will allow EIH to gain more profit from the patents of its FFS technology.

Update: Amazon Turns to Taiwanese Manufacturers for Tablet Rollout  [June 1, 2011]

Planning to roll out own-brand tablet PCs in September this year, online store Amazon.com has reportedly contracted Taiwan`s manufacturers to supply components and assemble the computing devices.

E-Ink Holdings Corp.`s Hydis Technologies Co., Ltd. will supply the unique Fringe Field Switching (FFS) display technology; TPK Holding Co., Ltd. and HannsTouch Solution Inc. will supply touch panels; and Quanta Computer Inc. will assemble the computers.

Informed sources pointed out that Amazon.com will ship around 800,000 tablets a month as the first step of its plan to snatch up over 20% of global market for non-iPad tablets, which numbers around 15-20 million systems a year.

Industry executives estimated Amazon.com`s tablet contracts would bring in Quanta revenue of NT$24-30 billion (US$827.5 million-US$1 billion at US$1: NT$29) and boost its earnings this year alone. They said Amazon.com purposely contracts Quanta instead of Foxconn Electronics Inc. because Apple Inc. has signed up the No.1 contract electronics manufacturer to assemble its iPad and iPhone.

Industry executives estimated Amazon.com`s tablets would be more attractive than Motorola`s Xoom and Samsung`s Galaxy for their lower prices.

Update: Why Amazon Will Enter the Overcrowded Tablet Market [May 23, 2011]

In a recent interview with Consumer Reports, Amazon CEO Jeff Bezos was asked if Amazon would make a tablet. He coyly responded with the comment “stay tuned” but gave no other specific details about a product of this nature. He basically confirmed, however, that something like this was in the works. He also pointed out that if Amazon made a tablet device, the reading experience would be at the center of its design.

My sources in Taipei say that the actual product is set to debut in time for the holidays and that the device will use a display similar to the one in the Nook and the Galaxy Tab. They also tell me that the original RFQ wanted a screen that could switch between an easy-to-read black and white E Ink-like display and a color LCD, but that this type of screen, which is already in the works by at least two vendors, will not be ready for the market until at least 2012 or early 2013. So Amazon was forced to use a 10-inch screen that was available now, which is LCD-based. It will also reportedly have a 7-inch model. And I am hearing it will sport a new version of Nvidia’s Tegra quad-core chip and will be using Android as its OS.

E Ink April revenues down sequentially [May 9, 2011] (emphasis is mine)

Taiwan-based electrophoretic display (EPD) maker E Ink Holdings saw April consolidated revenues of NT$2.465 billion (US$84 million) decreasing 26.59% on month but increase 45.41% on year. January-April revenues of NT$12.551 billion rose 87.11% on year, according to the company.

The sequential drop was because Hydis Technologies, its subsidiary in South Korea, delayed shipments of FFS panels to the third quarter of 2011, E Ink indicated.

So manufacturing capability seems to be under significant overhaul to prepare for the H2 CY11 en masse delivery (higher yield) of FFS panels and/or higher quality versions (see below ex. AFFS V, AFFS+).

CPT develops FFS panel and aims to cooperate with E Ink [Jan 21, 2011] (emphasis is mine)

Chunghwa Picture Tubes (CPT) has started development of FFS (Fringe Field Switching) panels and expects to cooperate with E Ink Holding (EIH) and support EIH’s Korea-based subsidiary Hydis’ production capacity to fulfill demand.

Panel makers noted that IPS and FFS panels are not easy to produce, hence CPT will not be able to start mass production immediately. Furthermore, capacity for wide viewing angle panels such as IPS is limited, and panel makers will need some learning time before going into mass production.

E Ink`s Subsidiary Hydis Wins Big Order from International Customer [August 16, 2010]

Hydis has ramped up production of FFS products to 75% and lowered that of e-paper products to 25%, compared to 50:50 before.

Hydis to supply IPS panel for Samsung tablet PC, says Digitimes Research [Sept 8, 2010]

LG Display Inks E-Paper Deal [Dec 29, 2009] (emphasis is mine)

The agreement will allow LG Display to tap Hydis’ fringe-field switching technology, which enables liquid crystal displays to be viewed under sunlight and improves their viewing angle.

In return, LG Display will provide consulting to Hydis on production efficiency and quality. Both companies will also work together to source for materials.

Apple’s iPhone 4: Thoroughly Reviewed [June 30, 2010] (emphasis is mine)

The display panel itself uses a subset of IPS (In Plane Switching) display technology called Fringe Field Switching (FFS). Where IPS switches the crystal polarization in the plane of the display with two opposing electrical substrates composed of semi opaque metals (which decreases transmission and viewing angles), FFS uses considerably less metal by arranging the electrodes in a comb [fésű] like structure.

The result is that there’s considerably less metal in back and in front of the pixel, resulting in much higher transmission of light through the display, and higher brightness for a given backlight level. Using FFS to drive pixel switching is critical here because of the high dot pitch in the iPhone 4’s display.

http://www.tftcentral.co.uk/speccontent.htm

IPS (In Plane Switching) was introduced to try and improve on some of the drawbacks of TN Film. It was developed by Hitachi and was dubbed “super TFT”. They improved on viewing angles up to about 170H. This was done by controlling liquid crystal alignment slightly differently, but unfortunately, can affect response rate of the pixels. As such they are not as good for gaming as TN panels. IPS panels were later developed into Super-IPS (S-IPS) panels by their main manufaturer now, LG.Display (formerly LG.Philips). Production costs were lowered which has meant they have become more widely used. S-IPS offer perhaps the most accurate colour reproduction available in the TFT panel market, and the widest viewing angles as well. They are also free of the off-centre contrast shift which is evident on VA matrices, and as such are commonly the choice of graphics and colour professional displays. Response times were traditionally behind those of TN Film and VA panel variants, but modern IPS panels using response time compensation (RTC) including the new generation of Horizontal IPS (H-IPS),Enhanced S-IPS and Advanced Super IPS (AS-IPS) panels can offer responsiveness to rival both. For more information, see our detailed panel technologies guide.

Hydis website: Greater Outdoor Readability ¦ Tablet Applications

The AFFS technology applied in VIEWIZ tablet applications ensures perfect readability in any environment, even under bright sunlight, and allows you to enjoy the entertainment longer with low power consumption, high brightness, and a fast response time. AFFS’ outdoor readability is significantly improved through lowering the reflectance level of the panel surface. (<1% at white and <0.5% at black)

Hydis website: Low Power Consumption ¦ Mobile Applications

For portable applications, the lower the amount of power needed; the better. Commonly mobile LCD manufacturers must sacrifice transmittance for cost-effectiveness, or reduce the viewing angle to lower power consumption. However, due to its effectiveness in transmittance technology, AFFS manages to reduce power consumption by 30 percent than that of TN for mobile phone applications without sacrificing any of the visible benefits. 

More AFFS information from the Hydis website: AFFS Technology, AFFS Progression, AFFS Concept, Technological Benefits, Sunlight Visibility ¦ Mobile Applications, Fast Response Time ¦ Tablet Applications, Scratch Prevention ¦ Tablet Applications, Low Power Consumption ¦ Notebook Applications, Increased Color Reproduction ¦ Notebook Applications, Increased Transmittance ¦ Notebook Applications, AFFS+: True Evolutionary Progress, AFFS+ Concept: True Mobile Lifestyle Technology, Technological Benefits: True Viewing Pleasure

Motion Computing F5 [review] — Superior display technology [Sept 15, 2009]

While the original Hydis AFFS was not an outdoor display, AFFS+ adds reflective areas to what is essentially a transmissive design, and also adds special polarizers and cell design optimized to reduce surface reflectance. As a result, AFFS+ screens are bright and vibrant indoors while being amazingly vibrant and readable outdoors, combining the best of both worlds better than any of the older transflective displays can.

One problem we faced when reviewing this latest version of the Motion F5 was that the original was already so good. The Hydis AFFS display with Motion’s View Anywhere technology on our “old” F5 was already excellent, and so the difference between it and the latest AFFS+ with all the trimmings was not as large as it would have been comparing the new F5 with a standard display.

That said, below are some comparison shots. The first picture shows the new (black housing) and the older F5 (gray housing) side by side outdoors, facing away from the sun. The first thing you notice is that, at full brightness, the new display is considerably brighter. That can make a difference in readability.

Motion Computing J3500 [review] — Fantastic display [June 22, 2010]

The LCD in the J3500 uses AFFS+, an evolutionary advance to AFFS that lowers power consumption and increases outdoor readability. It has a resolution of 1280 x 800 pixel and uses an LED backlight. Brightness is about 320 nits, but thanks to the AFFS+ technology you’d swear it was a lot more than that. Since the display essentially uses transmissive technology with certain transflective features, the screen is bright and crisp indoors while being amazingly vibrant and readable outdoors.

In everyday use, the J3500 display’s outdoor performance is excellent. The perfect viewing angle from all directions means you never have to tilt and angle the tablet to see what’s on the screen. The display itself excels in eliminating unwanted reflection or diffusion. Where other displays appear matte or milky or are overcome with reflections, the J3500’s stays perfectly readable. In head-on, direct sunlight the display is still readable, here thanks to the inner reflectance of the Hydis LCD.

How does it all work? Hydis claims that the reflective polarizer used in AFFS+ displays lowers surface reflectance and minimizes screen scattering. They claim a screen reflectance of under 0.3% (and here I assume the value supplied by Hydis means total reflectance of all surfaces). Given that the effective contrast ratio of an LCD used outdoors is computed as 1 + (emitted light / reflected light) and that average sunlight is about 10,000 nits, the J3500 screen has an effective contrast ratio of 1 + (320 / >.003 x 10,000) = 1 + >10.66 = >11.66. On our scale that means “definitely readable in sunlight” and subjective viewing tests confirm that.

Gartner has already indicated Amazon’s Android/tablet strategy 6 weeks ago: Curated App Stores, Security, And Why The Next Kindle Will Be An Android Device [March 23, 2011] (emphasis is mine)

There has been some serious rhetoric against Apple’s “walled garden” approach in recent months but, like it or not from a philosophical standpoint, it certainly provides more protection for users than the Android Market.

… from the point of view of the user – particularly the non-computer savvy user – all of this just works. Couple of clicks to search for your app. One click to purchase, download and install. And – most important of all – Trojan-free once it arrives. Curated app stores are essential to the well-being of the ecosystem.

Google needs to emulate that experience with its Market, though its very credo seems to suggest that will never happen. Yet without it the store will descend into anarchy, with users scared to purchase for fear of what new and terrible piece of malware they might be introducing to their phone or tablet.

So along comes Amazon from nowhere, and in one fell swoop it might have beaten Google at its own game. Amazon has the position of trust. It has the customer review infrastructure in place. It already has our credit card details (who hasn’t bought anything from Amazon?) And now it has an Android Appstore (TM) to go with it. Now all it has to do is make sure that the stuff it sells is safe.

It has promised to do that, by applying both quality control and security vetting to the app review process. So why wouldn’t you buy from there rather than the Google Android Market? Well, I would – I already have. But my Auntie Edna probably wouldn’t. It is way more difficult than the Apple process, and right now requires a multi-step process just to get the Appstore app on your phone. It is not that difficult, but it is certainly a sub-optimal user experience compared with the “It Just Works” approach of Apple.

So what needs to happen for the Amazon Appstore (TM) to succeed? Simple – it needs to arrive pre-installed on Android devices. Lots of them.And while I am sure Amazon is probably in discussions with a bunch of carriers to achieve that objective, what better way to make sure it happens than to ship it in huge numbers on Amazon’s very own Android tablet – The Kindle IV?

Give us that great Kindle experience with Android flexibility at a super-low price point, and you might just have your iPad-killer… I certainly haven’t seen one among the devices announced so far.

Introducing Amazon Appstore for Android [Amazon press release, March 22, 2011] (emphasis is mine)

Amazon.com, Inc. (NASDAQ:AMZN) today announced the launch of the Amazon Appstore for Android at www.amazon.com/appstore. Customers can now find, discover – test! – and buy Android apps using the convenient shopping experience that Amazon customers know and love. An innovative new feature called “Test Drive” will enable customers to test apps on a simulated Android phone. Customers control the app through their computer using a mouse.

“Test Drive lets customers truly experience an app before they commit to buying. It is a unique, new way to shop for apps,” says Paul Ryder, vice president of electronics for Amazon.com. “Our customers have told us that the sheer number of apps available can make it hard to find apps that are high quality and relevant to them. We’ve spent years developing innovative features that help customers discover relevant products. By applying these features – plus new ones like Test Drive – we’re aiming to give customers a refreshing app shopping experience.”

In addition, the highly anticipated Angry Birds Rio for Android debuts today, exclusively in the Amazon Appstore. For a limited time, customers have the opportunity to download it for free. In fact, the Amazon Appstore will offer customers a paid app for free every day.

Customers can shop in the Amazon Appstore from any computer using a Web browser. They can also access the Amazon Appstore directly on their Android phones or tablets, once they’ve installed the Amazon Appstore application. When customers purchase an Android app from the Amazon Appstore they can use the app on any of their Android devices.

The Amazon Appstore will include popular Amazon features like personalized recommendations, customer reviews, and 1-Click payment options. There will also be detailed product descriptions, including screenshots and video content that shows apps in action. In order to ensure customers have the best possible experience with the apps they purchase, all apps are Amazon-tested before they’re made available in the Amazon Appstore.

For the first time ever on the Android platform, ad-free versions of Angry Birds and Angry Birds Seasons will launch today exclusively in the Amazon Appstore. The Amazon Appstore also features a selection of bestselling and new apps from top developers, including Pac-Man, Doodle Jump Deluxe, Evernote, WeatherBug Elite, Zagat to Go, TweetCaster Pro and more.

“The Android platform’s openness provides a great opportunity to reach new customers,” said Mikael Hed, CEO of Rovio, the maker of Angry Birds. “We are thrilled to offer the Angry Birds suite of Android games using the easy and trusted shopping experience that Amazon is known for.”

Developed in conjunction with Twentieth Century Fox, Angry Birds Rio features the animated stars of the studio’s upcoming motion picture, RIO, debuting in theaters worldwide on April 15. Angry Birds Rio will launch with 60 dedicated levels, with more content to follow via app updates.

Visit www.amazon.com/appstore today to get Angry Birds Rio for free and browse thousands of apps at great prices.

Note: all apps are Amazon-tested before they’re made available in the Amazon Appstore

Amazon Introduces New Kindle Family Member: Kindle with Special Offers for $114 [Amazon press release, April 11, 2011]

Millions of people are reading on Kindle, Kindle has more 5-star reviews than any other product on Amazon, and in just five months the latest-generation Kindle became the bestselling product in the 16-year history of Amazon.com. Today, Amazon introduced a new member of the Kindle family – Kindle with Special Offers for only $114. Kindle with Special Offers is the same #1 bestselling Kindle, plus special offers and sponsored screensavers. Kindle special offers and sponsored screensavers display on the Kindle screensaver and on the bottom of the home screen. Learn more about all three latest-generation Kindle family members–$114 Kindle with Special Offers, $139 Kindle, and $189 Kindle 3G–at www.amazon.com/kindle. Kindle with Special Offers is now available for pre-order to customers in the U.S. and will ship on May 3.

“We’re working hard to make sure that anyone who wants a Kindle can afford one,” said Jeff Bezos, Amazon.com Founder and CEO. “Kindle with Special Offers is the same #1 bestselling Kindle – and it’s only $114. Kindle is the best deal in consumer electronics anywhere in the world.”

Buick, Olay (Procter & Gamble), Visa, and Amazon.com Reward Visa Card (Chase) are sponsoring the first series of screensavers specially-designed for Kindle’s high-contrast, no glare electronic ink display (for screensaver examples, visit www.amazon.com/aboutkindlespecialoffers). Examples of deals that will be delivered directly to Kindle with Special Offers devices in the initial weeks include:

  • $10 for $20 Amazon.com Gift Card
  • $6 for 6 Audible Books (normally $68)
  • $1 for an album in the Amazon MP3 Store (choose from over 1 million albums)
  • $10 for $30 of products in the Amazon Denim Shop or Amazon Swim Shop
  • Free $100 Amazon.com Gift Card when you get an Amazon Rewards Visa Card (normally $30)
  • Buy one of 30 Kindle bestsellers with your Visa card and get $10 Amazon.com credit
  • 50% off Roku Streaming Player (normally $99)

To make sure customers don’t miss any of the offers, a full list of active offers will be available from the menu of Kindle with Special Offers at any time.

Amazon is also introducing “AdMash” – the free Kindle app and website where customers choose the most attractive and engaging display advertisements that will become Kindle sponsored screensavers. Kindle’s sponsored screensavers are specially-designed display advertisements that take advantage of Kindle’s high-contrast, no-glare electronic-ink display. Before these advertisements can be presented to Kindle customers, they are first previewed by customers using AdMash. Users are presented with pairs of sponsored screensaver candidates and asked to select which one they prefer. Screensavers with the most preferred votes qualify to become sponsored screensavers. The AdMash Kindle app will launch in the coming weeks – for a preview, visit www.amazon.com/aboutkindlespecialoffers.

In addition, Kindle with Special Offers customers can give Amazon hints on the style and types of sponsored screensavers they would like to see. From the Manage Your Kindle page on Amazon.com, customers can use Kindle Screensaver Preferences to indicate whether they like to see more or less screensavers that include elements such as landscapes and scenery, architecture, travel images, photography, and illustrations. Together, AdMash voting and Kindle Screensaver Preferences help Amazon present sponsored screensavers that customers find attractive and engaging. For screenshots of Kindle screensavers, AdMash and Kindle Screensaver Preferences, visit www.amazon.com/aboutkindlespecialoffers.

“The opportunity to offer custom-designed Kindle screensavers was a natural fit for Buick because Kindle is such a unique device surrounded by a community of intelligent, passionate people,” said Craig Bierley, Director of Advertising and Promotions, Buick. “Kindle’s high contrast e-ink display eliminates glare and is perfect for emotionally engaging and impactful brand imagery, allowing us to connect with Kindle readers wherever and whenever.”

Kindle with Special Offers includes all the same features that helped make the third-generation Kindle the #1 bestselling product in the history of Amazon.com:

  • Paper-like Pearl electronic-ink display, no glare even in bright sunlight
  • 8.5 ounce body for hours of comfortable reading with one hand
  • Up to one month of battery life with wireless off eliminates battery anxiety
  • Kindle Store with over 900,000 books – largest selection of the most popular books
  • Seamless integration with free “Buy Once, Read Everywhere” Kindle apps for iPad, iPod touch, iPhone, PC, Mac, BlackBerry, Windows Phone and Android-based devices

Learn more about all three latest-generation Kindle family members–$114 Kindle with Special Offers, $139 Kindle, and $189 Kindle 3G–at www.amazon.com/kindle. Advertisers and agencies interested in learning more about Kindle sponsorship opportunities can contact kindle-sponsorships@amazon.com.

Amazon to Sell the Kindle Reader at a Lower Price, but With Advertising Added [The New York Times, April 11, 2011] (emphasis is mine)

Amazon is shaving another $25 off the price of its Kindlee-reader, this time with the help of advertisers.

The newest Kindle is $114. Amazon will sell its e-book reader at the lower price by showing ads as screen savers and at the bottom of the home screen, and by selling special offers, similar to Groupon and other daily deal sites.

The ads are the latest step in Amazon’s transition from e-commerce retailer to full-fledged digital media company. By selling ads that will show up next to digital content, Amazon is laying further groundwork that could enable it to someday sell tablet computers that would compete with Apple and Google Android tablets.

The ads and offers appear to be another significant step toward Amazon building its own tablet and competing more directly with the iPad, said James L. McQuivey, an analyst at Forrester Research who studies digital media and consumer electronics. Amazon opened an Android app store last month and has been hiring Android software developers.

An Amazon tablet could tie together the seemingly disparate parts of the company’s business, Mr. McQuivey said, including e-commerce, e-books, video and audio.

I can so easily see them selling a tablet in the future at a dramatically reduced price,” he said. “To me, this is a way for them to test that out and to start talking to advertisers.”

Kindle Wireless Reading Device, Wi-Fi, Graphite, 6″ Display with New E Ink Pearl Technology – includes Special Offers & Sponsored Screensavers

Details [as of May 3, 2011]

New, Lower Price
Get the same bestselling Kindle for $25 less—only $114.
Special Offers & Sponsored Screensavers
Receive special offers directly on your Kindle. Examples include:

  • $10 for $20 Amazon.com Gift Card
  • $6 for 6 Audible Books (normally $68)
  • $1 for an album in the Amazon MP3 Store (choose from over 1 million albums)
  • $10 for $30 of products in the Amazon Denim Shop or Amazon Swim Shop

Special offers and sponsored screensavers display on the Kindle screensaver and on the bottom of the home screen—they don’t interrupt reading.

Kindle for Android Now Tailored for Tablet Computers [Amazon press release, April 21, 2011] (emphasis is mine)

Today, Amazon announced an update to Kindle for Android that brings new features and adds support for tablet computers running Android’s Honeycomb, including the Motorola Xoom. The latest version of Kindle for Android includes an integrated immersive shopping experience tailored for tablets, a new layout for newspapers and magazines designed for the unique interface of Honeycomb, and dozens of other new enhancements that take advantage of the larger screens. Like all Kindle apps, Kindle for Android includes Amazon’s Whispersync technology, which saves and synchronizes a customer’s books and bookmarks across their Kindle, iPad, iPod touch, iPhone, Mac, PC, BlackBerry, Windows Phone and Android-based phones and tablets. Customers can learn more about Kindle for Android at www.amazon.com/kindleforandroid and download the app from the Amazon Appstore for Android or Android Market.

“We’ve taken all the features customers love about Kindle for Android, and created a beautiful new user interface and a seamless shopping experience tailored to the look and feel of Honeycomb tablets,” said Dorothy Nicholls, Director, Amazon Kindle. “As always, Kindle customers ‘Buy Once, Read Everywhere,’ so Kindle for Android is the perfect companion for the millions of customers who own a Kindle and a way for customers around the world to download and enjoy books on their Android phone or tablet even if they don’t yet own a Kindle.”

New features of Kindle for Android include:

  • Seamless integrated shopping experience tailored for tablets gives you quick access to personalized recommendations, customer reviews, and more
  • Refined newspaper and magazine layout including full color images
  • Ability to pause, resume download at any time
  • Enhanced word look-up capability (for Android-based phones and tablets) with built-in dictionary with over 250,000 entries and definitions.

The Kindle Store offers the largest selection of books people want to read, including 110 of 111 New York Times Bestsellers and New Releases from $9.99. Millions of older, out-of-copyright, pre-1923 books are also available to read. Kindle for Android offers customers many features that are unique to the Kindle and Kindle App experience, including:

  • “Buy Once, Read Everywhere” – sync and read your books, last page read, bookmarks, notes and highlights across Kindle devices and the most popular devices and platforms
  • Worry-Free Archive – Amazon automatically backs up your books and highlights online in your Kindle library where they can be re-downloaded wirelessly anytime on any Kindle device or app
  • Unparalleled shopping experience – Get all of the features you love about shopping on Amazon.com, including customer reviews, personalized recommendations, and instant 1-click buying using your Amazon account information

For over two years, Amazon has been building and introducing a wide selection of free “Buy Once, Read Everywhere” Kindle apps for iPad, iPod touch, iPhone, Mac, PC, BlackBerry, Windows Phone and Android-based devices that let customers read and sync their reading library, bookmarks, notes, and highlights with the device or platform of their choice. Learn more about Kindle apps at www.amazon.com/kindleapps. Customers can download Kindle for Android from the Amazon Appstore for Android or Android Market.

Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market

Update: Intel will be able to maintain the original 22nm timetable with delivery of Haswell and next-gen Atom products on 22nm in Q2 2013 (see: Intel Haswell: “Mobile computing is not limited to tiny, low-performing devices” [Nov 15, 2012]). This progress, however, will not be enough against the 28nm ARM SoCs of that time, so it is proceding further as fast as only could to 14nm. Expect products from this in H2 CY2014: Intel progressing in development of 14nm technology, says CTO [DIGITIMES, Dec 5, 2012]

Intel CTO Justin Rattner on December 4 said that Intel’s development of 14nm technology is on schedule with volume production to kick off in one to two years and development of 18-inch wafers is under way through cooperation with partners.

Rattner also noted that Intel’s aggressiveness over technology advancement will allow Moore’s Law to extend for another 10 years.

At the end of 2013, Intel will enter the generation of 14nm CPUs (P1272 [process: a shrink from the previous P1270 22-nm process as well as a reduction in power consumption]) and SoCs (1273), while expanding its investments at its D1X Fab in Oregon, and Fab 42 in Arizona, the US and Fab 24 in Ireland, and will gradually enter 10nm, 7nm and 5nm process generations starting 2015.

As for Intel’s competitors, Samsung is already set to enter 20nm in 2013 and is already working on its 14nm node, while Taiwan Semiconductor Manufacturing Company’s (TSMC) 20nm process will enter small volume production in the second half of 2013 with the first 3D-based FPGA chips to also start.
Globalfoundries has previously announced its 14nm FinFET process will start pilot production at the end of 2013 and enter mass production in 2014.
As for 18-inch wafers, Intel has invested in Holland-based ASML for its EUV technology, and related technologies are expected to start entering production in 2017.

See also: Intel’s industry position and prospects for years ahead [Dec 9, 2010]
Follow-up:
Intel’s SoC strategy strengthened by 22nm Tri-Gate technology [May 10, 2011]
Netbook prices starting $50 less at $200 via Intel MeeGo strategy [July 29, 2011]

Intel adjusts netbook strategy [April 14, 2011]

Intel has recently adjusted its netbook strategy and is set to cooperate with its partners including Asustek Computer and Acer to launch netbook devices priced below US$199 in regions such as the Middle-East, Latin America and Eastern Europe, according to sources from notebook players.

As for markets such as Europe, the US and China, Intel will continue to push netbook models using the new Cedar Trail-M platform and will add new technologies such as Wireless Display (WiDi) and wireless audio into these devices, for a price of US$299-599 depending on specifications and operating system.

Netbook models priced at US$199 will adopt Intel’s own MeeGo operating system and Intel is currently working on developing content and applications that suit each region and has already demonstrated engineering samples to its partners. Asustek, Acer and several China-based second-tier white-box netbook players have already prepared to launch machines with Intel’s US$199 platform in the second half of 2011.

Updates from Computex 2011:
Chip Shot: Intel Unveils Innovative New Concept Design, “Keeley Lake” [May 31, 2011]

At Computex, Intel unveiled “Keeley Lake ” an innovative, newly-developed convertible design based on the upcoming Intel® Atom™ netbook platform, codenamed “Cedar Trail.” Whether creating with a keyboard or browsing with touch, “Keeley Lake” will offer customers the best of both worlds with stylish designs, sleek form factors, new capacitive multi-touch displays and thinness from 17mm-20mm. Designs like “Keeley Lake” based on “Cedar Trail” will provide the most flexible platform of choice by enabling operating systems including Chrome OS, MeeGo and Windows.  Intel has enabled ODMs with the “Keeley Lake” design and already started to see the demand.

Chip Shot: Medfield – The Next Generation of Tablets from Intel [May 31, 2011]

At Computex, Intel reiterated its Atom System on a Chip (SoC) roadmap, highlighting “Medfield,” which will be built using Intel’s 32nm high-k metal gate process technology. The purpose-built solution will provide lower power, a smaller footprint and more integration of features and performance for the tablet market. “Medfield” will enable sub-9mm tablets that weigh less than 1.5 pounds and provide all day battery life. The processors will be in production later this year for tablet designs in market the first half of 2012 and support a range of operating systems including Google Android (“Honeycomb”), Windows and MeeGo.

Chip Shot: MeeGo Netbooks Based on Intel Atom Arrive at Computex [May 31, 2011]

The ecosystem around MeeGo-based netbooks expands with the introduction of devices including the Acer Aspire One Happy 2, Asus Eee PC X101, Samsung N100 and Lenovo IdeaPad S100 at Computex. These systems are based on the new, 1.33 GHz single-core Intel® Atom™ processor N435. These netbooks will provide new levels of affordability for market expansion. Acer and Asus netbooks will come pre-loaded with the Intel AppUpSM center in select countries. Also at Computex, Acer demonstrated a MeeGo-based tablet on stage at the Intel netbook, tablet and software focused satellite event.

A Brief Interview with Intel’s Sean Maloney [May 27, 2011]

Sean (11).JPGEditor’s Note: A few days before traveling to Taipei, Taiwan, where he is slated to deliver a keynote address at Computex 2011, Intel Free Press had a chance to sit down for a brief conversation with Intel Executive Vice President Sean Maloney, the newly named chairman of Intel China. Maloney returned to work in January after suffering a stroke last year.

IFP: How do you challenge the critics who are saying that some of this is too little, too late — that the ARM ecosystem is too firmly established now, particularly in tablets and phones?

Maloney: The ARM ecosystem is really well established, but I don’t think that anyone is in the position that Intel is in to get all the way from the bottom to the top. In process technology, we are still 2 years or more in front. I think it will be a good 4 or 5 years.

IFP: Intel has talked a lot about accelerating the SoC (System-on-a-Chip) roadmap, which according to some pundits can’t happen fast enough. Why is it taking so long for the company to accelerate Atom SoCs and is there anything you can do to make it go faster?

Maloney: Well, unfortunately 2 years ago we thought that the market was not moving as fast as it has moved. Now we’ve announced that we will be doing one new process generation every year for the next 3 or 4 years. That’s pretty fast. It’s a big acceleration from where we are now.

IFP: Intel CEO and President Paul Otellini mentioned during the recent investors meeting that China is poised to be No. 1 in the PC market next year. What does that mean for Intel?

Maloney: It means everything, right? The U.S. was the first and foremost market for 43 years at Intel. Now it’s going to be China, No. 1. That’s amazing. Really, I am excited about China. It’s the first market for Intel next year. There are so many things we can do in China, and we’re going to do them.

Accelerating the Intel® Atom™ Processor Roadmap (part of Intel’s Maloney Talks Mobile Growth, Industry Opportunities at Computex [May 30, 2011], emphasis is mine)

Maloney highlighted key milestones and additional details on upcoming generations of Intel Atom processor-based platforms for tablets, netbooks and smartphones. The Atom processor will outpace Moore’s Law, accelerating from 32nm through 22nm to 14nm within 3 successive years. Having a cadence of a new-process-generation every year will result in significant reduction in transistor leakage, lower active power and an increase of transistor density to enable more powerful smartphones, tablets, and netbooks with more features and longer battery life.

Reaching its 100 million-unit milestone this month, Intel is preparing its next-generation netbook platform, codenamed “Cedar Trail.” “Cedar Trail” is the first netbook platform based on Intel’s 32nm technology, and will enable ultra-thin, fanless designs with new capabilities such as Intel® Rapid Start technology which provides fast resume, Intel® Smart Connect Technology which enables an always updated experience even during standby, Intel® Wireless Display and PC Synch, which let users wirelessly update and synchronize documents, content and media across multiple devices. In addition, the new platform is expected to enable more than 10 hours of battery life and weeks of standby. “Cedar Trail” will support leading operating systems, such as Microsoft Windows*, Google Chrome* and MeeGo*.

In addition, Maloney showcased more than 10 tablets, running on three different operating systems, that are available today based on the Intel Atom processor Z670. The platform already has more than 35 design wins since its launch in April, with several convertibles, sliders and other innovative designs on shelves now and more coming through the rest of the year.


[Medfield relevance is only upto 00:48.
Please note at 00:27: “… initially on Android, later on MeeGo …”]

Maloney also discussed “Medfield,” Intel’s first purpose-built 32nm platform for smartphones and tablets.  “Medfield” has been optimized for both low power and high performance and will deliver long use-time, rich media and gaming, and advanced imaging capabilities. To illustrate this point in tablets, Intel showcased a “Medfield” design running Google Android* 3.0 (“Honeycomb”) for the first time. In production later this year, the platform will enable sub-9mm designs that weigh less than 1.5 pounds for tablet designs in market the first half of 2012. It will support a range of operating systems including Android and MeeGo.

According to Maloney, “The work Intel is doing with the Intel® Atom™ processor roadmap, coupled with the significant changes we are making to our Intel® Core™ processor roadmaps, will continue to enhance Intel’s ability to deliver complete hardware solutions with a choice of software platforms across a full spectrum of computing — from back-end servers that power the cloud to the billions of devices that access the cloud.”

Computing Becomes More Personal at Computex [June 7, 2011] (emphasis is mine)

Reflecting on Computex last week, I’m once again in awe of all the time and energy across the company (and around the world!) goes into pulling off this event. For Intel, it was a great show. We highlighted several technologies and innovations that will push the envelope when it comes to enhancing what we’re calling “companion computing.” As Intel Executive Vice President Sean Maloney pointed out in his keynote, “computing is taking many forms” and Intel innovation is the “catalyst” for exciting new technologies that will empower our mobile lifestyles.

I hope you heard our big news around the introduction of a brand new category of ultra-slim laptops called “Ultrabooks,” targeted to penetrate 40 percent of the market by end of 2012.

Along that same vein, the Netbook and Tablet Group at Intel, made some exciting disclosures to help meet the varied expectations of the companion device market. One of those was “Keeley Lake,” a brand new, convertible design based on the upcoming Atom netbook platform, “Cedar Trail.”  With its swivel and fold monitor design, “Keeley Lake” packs in the power and performance of a netbook and the functionality of a tablet.

It will have more than 10 hours of battery life and will include Rapid Start, Smart Connect and Intel Wireless Display for displaying content on TVs and PC Synch.

Intel also highlighted “Medfield,” its first purpose-built 32nm platform for smartphones and tablets. Optimized for low power, high performance and longer use-time, these processors will be in production later this year and you can see “Medfield”-based tablets out in the market in the first half of 2012.

Both “Keeley Lake” and “Medfield” will support a range of operating systems including Windows, Google Android and MeeGo.

Speaking of MeeGo, the ecosystem around MeeGo-based netbooks is expanding. At Computex devices such as the Acer Aspire One Happy series, the Asus Eee PC X101, the Lenovo IdeaPad S100 and Samsung N100 were introduced. These systems are based on the new 1.33 GHz single-core Intel® Atom™ processor N435 and will provide new levels of affordability for market expansion.

At the show, we demonstrated the traction our formerly codenamed “Oak Trail” platform, now the Intel Atom processor Z670, has received since it began shipping in April. “Oak Trail” has garnered huge market acceptance and already has more than 35 design wins, 10 of which were showcased on the Computex stage. In addition, several convertibles and sliders are on shelves now, with more coming through the end of the year.

Mobile computing is indeed taking many new forms and I’m looking forward to the future to see how these shapes evolve. Computex 2011 has definitely set the tone for the exciting times ahead!

End of updates from Computex 2011

Intel pushes Android plans [April 14, 2011]

Intel, in the third quarter of 2011, is set to announce a new plan for tablet PCs – PRC Plus, pushing an Intel/Android 3.0 platform, after nearly half of year of negotiations with Google, according to sources from notebook players. However, Intel declined to comment on market rumors.

The sources pointed out that the PRC Plus plan is to use Intel processor’s advantage of stronger performance than ARM-based processors and improve on the operating system’s user interface and user experience. The new plan is also expected to save costs from Windows licensing fees for downstream vendors.

In addition to pushing an Intel/Android 3.0 platform, Intel is also set to adopt a similar strategy as in the PC industry and pay a subsidy of US$10 for each Intel CPU-based tablet PC to attract first-tier notebook vendors.

Asia-based Acer, Lenovo and Asustek Computer have all agreed to start up new netbook projects in the second half of 2011, while Cisco is also set to launch devices adopting Oak Trail/Android 3.0 targeting the enterprise market, the sources added.

As Android for tablets falters, opportunity for Intel [CNET, April 15, 2011]

Intel has been criticized here and in other venues for being late to the tabletparty. But Android’s slow start in tablets may mean latecomers aren’t necessarily losers.

Intel was demoing an Atom-based tablet at its developer conference in Beijing this week

Intel was demoing an Atom-based tablet at its developer conference in Beijing this week (Credit: Intel)

A stroke of serendipity has arrived in the form of a tepid consumer reception so far for tablets beyond Apple’s iPad. Sales of the Motorola Xoom are, to date, anemic, while the sell-through to consumers of Samsung’s Android tablet has also been underwhelming.

And Digitimes reported todaythat tablet suppliers Asus and HTC are delaying Android tablet rollouts.

Meanwhile, RIM’s BlackBerry PlayBook–which is more like an appendage to a BlackBerry phonethan a standalone tablet–is not targeted at the high-volume consumer space.

So, with tablets based on chips from companies like Nvidia (Xoom, Samsung Galaxy Tab) and Texas Instruments (PlayBook) not likely flying off the shelf, are Intel’s chances any better now?

“The door to this market is open. The longer it takes for these other products to get rolling, the more opportunity there is for Intel,” said Richard Shim, an analyst at DisplaySearch.

But:
No hope: Intel’s new Oak Trail chip headed for tablet limbo [Ars Technica, April 13, 2011]

Everything about the Android tablet experience, from the hardware and software to the price point, is inferior to the iPad. So what hope is there for Intel’s Oak Trail to swoop in and change the game?

There is no hope, but that’s not really the point of Oak Trail. Intel’s latest stab at an MID/tablet-oriented hardware platform is just one more step on its long march to the smartphone, a destination it’s unlikely to reach until it gets a future Oak Trail successor down to 22nm. Until then, Intel will keep producing these “tablet” chips, which will find their way into designs from a number of OEMs, some of which are neat in a gimmicky sort of way, and none of which are likely to sell well.

If netbooks were still selling like hotcakes, this could significantly improve Oak Trail’s prospects, because it will be a solid netbook part. But they aren’t, so we’re left to watch Intel mark time in this fashion for another year or so until it finally catches up to the ARM ecosystem.

Intel does fondleslabs with Atom ‘Oak Trail’ [The Register, April 11, 2011]

Monday’s announcement of the Oak Trail rollout, while welcome news to Intel fans, may not be “longer-term” enough to make significant inroads into a market now dominated by ARM variants. Although it’s too soon to tell, those same fans may have more reason to hope that the soon-to-follow Cedar Trail might have the chops to move the Intel architecture into a critical mass of “Companion Computing” devices.

Doug Davis: Devices and the Future of Personal Computing [Keynote webcast, April 12, 2011] (some parts transcribed here with their corresponding slides)

Intel Doug Davis about the Moore's law at IDF Beijing 2011 -- 12-April-2011Intel Doug Davis Faster - in 3 years fm 45nm to 22nm at IDF Beijing 2011 -- 12-April-2011.jpg
[8:20] According to the Moore’s law every two year we delivered a new generation of process technology. … Our 32 nm technology – for example – deliveres 25% increase in performance at the same power level, at the same leakage, OR we can deliver 10X lower leakage at the same performance level [8:41]

[8:59] Now Intel is accelerating the Atom SoC road map. Over the next several years we’re going to move faster than Moore’s law. … Our 45 nm volume products are shipping today. 32 nm will ship in volume over the next 6 months, and 22 nm will be in volume within 24 months. [9:25]

Intel Doug Davis on Atom proc evolution at IDF Beijing 2011 -- 12-April-2011
[9:38] The 1st generation of Atom processor was built on 45 nm technology. That product line brought about 10X thermal power reduction vs. our lowest power Celeron products. The 2nd generation Atom added a new set of power management capabilities and features. The focus there was to drive idle power at platform level down by 50X and we beat our own goals.

Our 3d generation Atom will continue to bring new architectural innovations to improve performance and power. With 10X lower leakage on the 32 nm SoC process enables longer standby and idle power improvements as well.

Our 4th generation of Atom will again continue to drive new architectural innovations , and performance and power. It will be built on 22 nm process technology. The most important benefit of 22 nm process technology is to continue to provide very low leakage, and [it] also will provide about 2X reduction in active power along with about 2X improvement in transistor density as well. All this compared to our 32 nm process technology. [10:55]

Intel Doug Davis on Features for the New Netbook Experience at IDF Beijing 2011 -- 12-April-2011
[14:00] … [New] features [on the upcoming 32 nm Cedar Trail] we are bringing to these new netbook experiences:

We will have things like Intel Wireless Display that allows to project what is on the screen of your netbook onto a larger system like the television in your home.

Intel Wireless Music which allows you to take a playlist on your netbook and to be able to stream it to almost any power speakers in your home. You can listen to that music while you are looking at those pictures from your last vacation.

Always Updated is the technology that keeps tweets and RSS feeds, and e-mail, all of those types of things updated on your netbook even when it is in standby. So when you open up the system and you want to do something all of your information is up to date.

The Intel App Up allows you to have applications from thousands of different developers.

PC Sync is a great technology that allows you to seamlessly connect all the devices in your home so that they stay in sync automatically.

And my personal favorite is Fast Flash Standby. This allows you to be able to come up and use the device instantly. It is really [the case that] the device is ready for a new meeting. [15:24]

Netbook Nation: IDF Beijing 2011 Round Up [April 15, 2011] (emphasis is mine)

If you want the inside scoop on what went on at IDF Beijing 2011 you’ve come to the right place. Netbook News was the only English speaking blog at the Chinese conference. So what went on? We’ll we’ve got a video showing you our favorite products and announcements below, but if you perfer reading, I’ll spell it out for you. Cedartrail Intel’s latest Netbook platform was launched. No details on performance gains, but three new features were added: Intel Wireless Streaming [rather: Wireless Display], Intel [Wireless] Music and Wireless file sharing [rather: PC Sync]. During the Day 1 Keynote we were able to grab a video of the on stage demo in case you’re curious. [the demo of those 3 features is from [4:44] to [6:08] of the below video]

Oak Trail was officially announced with tablets hitting the streets in May. So far all the tablets are 10.1 inches and about 10mm thick. Nothing to get too excited about as we have yet to see what kind of battery life we might be getting. Some tablet manufactures like Evolve Three came out with a unique design integrating a kick stand and keyboard into the hard cover. We’ve included a hands on in the Netbook Nation video if you’re keen to grab a look. [see between 2:40 and 3:45]

Evolve III Convertible with a stand at IDF Beijing 2011 -- 13-April-2011Evolve III Convertible with keyboard integrated into the hard cover at IDF Beijing 2011 -- 13-April-2011

Evolve III Convertible with keyboard integrated into the hard cover #2 at IDF Beijing 2011 -- 13-April-2011Evolve III Convertible with keyboard integrated into the hard cover #3 at IDF Beijing 2011 -- 13-April-2011

Taking a look at gaming hardware there was only one notable announcement and that was by Razer who is bringing the Switchblade, the most innovative Oak Trail device to date to the Chinese market first. And Tencent, China’s largest ISV is going to be providing the installed gaming user base! Razer and Tencent are bring four immensely popular online games with roughly 600 million monthly gamers to mobile. Razer is going to focus optimization of the Switchblade on League of Legends as well as Dungeon & Fighter, Crossfire and QQ Speed. Tencent sees 130 million active monthly users between the four games and views Oak Trail as the mobile computing platform able to deliver a powerful gaming experience. Though the Switchblade is currently running Windows 7, both Tencent and Razer concluded that they were interesting in the possibility of delivering MeeGo on the device.

So check out the video below that also shows off a special PRC skin of the MeeGo tablet UI! [see between 6:16 and 8:24]

http://www.netbooknews.com

Intel Developer Forum: Executives Talk Evolution of Computing with Devices that Touch People’s Daily Lives [April 11, 2011]

Doug Davis: Reinventing Personal Computing for Devices
During his keynote presentation, Davis discussed how companion computing devices, including netbooks, tablets and other devices are tranforming the world we live in through personal, mobile and connected experiences. He described how Intel, over the next 3 years, is accelerating the Intel Atom product line on a pace faster than Moore’s Lawto deliver increased battery life, enhanced performance and new features for amazing user experiences.

Davis also unveiled the highly anticipated Intel® AtomTM Z670 processor and Intel® SM35 Express Chipset platform, formerly codenamed “Oak Trail,” with a range of innovative tablets and form factors. These devices are available from leading customers with operating system of choice including Android*, Windows 7* and MeeGo* starting in May.

Highlighting the evolution of netbooks, Davis also disclosed “Cedar Trail,” Intel’s next-generation netbook and entry-level desktop platform. Based on Intel’s leading-edge 32nm process technology, “Cedar Trail” will include more than 10 new features that will improve media, graphics and power consumption in upcoming netbooks. The chip’s design, efficiencies and latest manufacturing process technology will enable fan-less, fully enclosed and thus ultra-sleek devices. Davis said other new features will be disclosed in the coming months, with the processor due in the second half of the year.

Renée James: Creating the Ultimate User Experience
During her keynote, James discussed Intel’s transition from a semiconductor company to a personal computing company, and emphasized the importance of delivering compelling user experiences across a range of personal computing devices. To develop and enable the best experiences, James announced a strategic relationship with Tencent*, China’s largest Internet company, to create a joint innovation center dedicated to delivering best-in-class mobile Internet experiences. Engineers from both companies will work together to further the mobile computing platforms and other technologies.

James also announced new collaborations for the Intel AppUpSM center and the Intel AppUp Developer Program in China to help assist in the creation of innovative applications for Intel Atom processor-based devices. Chinese partners supporting this effort include Neusoft*, Haier* and Hasee* and Shenzhen Software Park*.

Oak Trail Press Deck [April 8, 2011] slide #12:

Intel Atom Z6xx Oak Trail processor with SM35 Express Chipset -- 8-April-2011

Intel® Atom™ Processor Z670 (512K Cache, 1.50 GHz) (some extracted specification)

# of Cores         1
# of Threads    2

Max TDP          3 W

Tray 1ku Budgetary Price    $75.00

Max Memory Size                     2 GB
(dependent on memory type)

Integrated Graphics                 Yes
Graphics Base Frequency        400 MHz

Intel® Hyper-Threading Technology        Yes

Enhanced Intel SpeedStep® Technology  Yes

Enhanced Intel SpeedStep® Technology is an advanced means of enabling very high performance while also meeting the power-conservation needs of mobile systems. Conventional Intel SpeedStep Technology switches both voltage and frequency in tandem between high and low levels in response to processor load.

More information:
Oak_Trail_Atom_Processor_Factsheet [April 8, 2011]
Embedded_Oak_Trail_Factsheet [April 8, 2011]
Oak_Trail_Press_Deck [April 8, 2011]
Oak_Trail_Press_Presentation [April 8, 2011], from which one slide is worth to show here:

Intel IDF Beijing 2011 Netbook -- Tablet relationship in terms of tasks

Intel® Atom™ Processor Z650 (512K Cache, 1.20 GHz)

The same specifications except the clock speed and there is no price given.

Intel® SM35 Express Chipset (some extracted specification)

Product Name                Intel® 82SM35 PCH
Code Name                     Formerly Whitney Point

Max TDP                         0.75 Watts

Integrated Graphics     Yes

Graphics Output            HDMI

More information: Intel® SM35 Express ChipsetOverview

Intel, on the go [April 16, 2011]

Intel has finally taken an important step in its shift toward making chips for mobile devices, ending a year of speculation.

The processor manufacturing giant on Monday launched a new processor, a low-power version of Intel chips slated for tablets, notebooks and smartphones.

The next-generation Intel Atom processor platform, formerly code-named “Oak Trail,” will appear in 35 tablet computers and other mobile devices, including those made by Lenovo and Fujitsu, in May and throughout 2011, California-based Intel announced.

Other device makers using the new Atom Z670 include Motion Computing, Razer and Viliv. The new chip, like other processors from the line, supports Google Android, MeeGo and Windows operating systems.

With the launch of the new Intel Atom processor platform, Intel is finally making progress in the world of chip manufacturing for mobile devices, which has been predominantly occupied by the Cambridge-based ARM.

During the Intel Developer Forum (IDF) in Beijing, which opened on Tuesday and ended on Wednesday, Intel also announced that its AppUp center, currently optimized for netbooks and laptops, will be extended to support mobile devices, including tablets and smartphones, in the near future.

The localized Intel AppUp center and Intel developer program for the Chinese market, in cooperation with some local partners, is also expected to debut at the end of the year, Intel said during the IDF. The chip giant also announced at the forum the launch of a joint innovation center with Tencent to focus on mobile computing platforms.

Steering away from purely serving as a technology provider to creating a more user-friendly experienceis a tough job which cannot be done overnight, Yang Xu, president of Intel China, told reporters during the IDF.

Razer Switchblade


San Diego, California-based gaming hardware producer Razer showcased at the forum its gaming handheld concept device Switchblade, powered by the new Intel Atom processor. Running on Windows 7, the handheld, with a size of 172mm x 115mm x 25 mm, supports both WiFi and 3G. The gadget combines a new dynamic tactile keyboard and a multi-touch-screen, and, if required, a mobile gaming mouse.

As a concept for now, the device is expected to be available soon in the market, but its exact availability and pricing remains uncertain.

Evolve III Maestro C tablet
[A stand can be kicked off as well as a wireless keyboard has been integrated into the hard cover so the cover is freely detachable. See the excerpts from the video hands-on in the “Netbook Nation” article seen before. A truely innovative design.]

Sydney-based tablet maker Evolve III will join the likes of Lenovo and Fujitsu to become the first batch of manufacturers to use the new Intel Atom Z670 processor. The firm unveiled at the IDF its Maestro Convertible tablet, based on a 1.5-gigahertz Intel Z670 processor. The tablet, featuring a 10.1-inch capacitive touch display, is convertible and will be offering a triple booting of Windows 7, Android and MeeGo.

The weight of the device is 910g. The device, which mainly targets a business clientele, will first go on sale in the US and Europe around June, retailing for $729, according to Warrick Dainter, executive director of the Australian tablet maker. The device is also expected to hit the Chinese market in July or August, which will be the first launch of the firm’s products in China, Dainter said.

More information:

From Intel Newsroom:

Intel IDF Beijing 2011 fujitsu-stylistic_tablet Fujitsu stylistic tablet

The Fujitsu Stylistic Q550 is a business-class slate PC designed for the high-security requirements of mobile enterprise computing, and with the Intel® Atom™ processor Z670 inside, the device provides all-day battery life.

Intel IDF Beijing 2011 lenovo-ideapad_slate_frontbackIntel IDF Beijing 2011 lenovo-ideapad_slate_stylus

Lenovo Ideapad Slate

The new Intel® Atom™ processor Z670 inside Lenovo’s IdeaPad Slate enables reduced power consumption, extended battery life and full 1080p HD video support. The Lenovo IdeaPad Slate is powered by the new Intel® Atom™ processor Z670, as well as 2GB of RAM and a 30GB SSD for storage with a form function offering both finger and stylus input.

Intel IDF Bejing 2010 motion-cl900tablet_pc_stylusIntel IDF Beijing 2011 motion-cl900tablet_pc_case

Motion CL900 Tablet PC

The Motion CL900 tablet is the first 10-inch, rugged tablet that enables both touch and stylus input on the display along with a full day of battery life using Intel’s next generation Intel® Atom™ processor Z670. The CL900 incorporates the new Intel® Atom™ processor Z670 to provide the ideal balance between power and battery consumption while running multiple enterprise applications. The new Intel® Atom™ processor Z670 inside the Motion CL900 enables lighter devices, allowing users to work faster and more effectively in today’s decentralized work environments.

Intel IDF Beijing 2011 viliv-X70  Viliv X70

The slimmest Windows 7 tablet yet, the Viliv X70 Slate offers a custom-split keyboard to ease thumb typing, Clear Type LCD screen and an Intel® Atom™ processor Z670 to provide the ideal balance between power and battery consumption.

New Intel® Atom™ Processor for Tablets Spurs Companion Computing Device Innovation [April 11, 2011]

Company Outlines Plans to Accelerate Intel Manufacturing Lead with Intel® Atom™ Processor Family and Move Faster than Moore’s Law
Intel Corporation today announced that the Intel® Atom™ platform, formerly codenamed “Oak Trail,” is now available and will be in devices starting in May and throughout 2011. Over 35 innovative tablet and hybrid designs from companies including Evolve III*, Fujitsu Limited*, Lenovo*, Motion Computing*, Razer*, and Viliv* are based on “Oak Trail” and running a variety of operating systems.

In addition, at the Intel Developer Forum in Beijing, the company will give a sneak peak of its next-generation, 32nm Intel Atom platform, currently codenamed “Cedar Trail.” This solution will help to enable a new wave of fanless, cool and quiet, sleek and innovative netbooks, entry-level desktops and all-in-one designs.

“The new Intel Atom ‘Oak Trail’ platform, with ‘Cedar Trail’ to follow, are examples of our continued commitment to bring amazing personal and mobile experiences to netbook and tablet devices, delivering architectural enhancements for longer battery life and greater performance,” said Doug Davis, vice president and general manager of the Netbook and Tablet Group at Intel. “We are accelerating the Intel Atom product line to now move faster than Moore’s law, bringing new products to market on three process technologies in the next 3 years.”

The new Intel® Atom™ processor Z670, part of the “Oak Trail” platform, delivers improved video playback, fast Internet browsing and longer battery life, without sacrificing performance. The rich media experience available with “Oak Trail” includes support for 1080p video decode, as well as HDMI. The platform also supports Adobe* Flash, enabling rich content and Flash-based gaming.

With these significant improvements in power-efficient performance, the Intel Atom processor Z670 allows applications to run on various operating systems, including Google* Android*, MeeGo* and Windows*. This unique flexibilitydelivers both new experiences and more choice when it comes to tablets and hybrid designs that combine the best features of the netbook and tablet together.

The platform also helps deliver smaller, thinner and more efficient devices by packing integrated graphics and the memory controller directly onto the processor die. The processor is 60 percent smaller than previous generations with a lower-power design for fanless devices as well as up to all-day battery life1. Additional features include Intel® Enhanced Deeper Sleep that saves more power during periods of inactivity as well as optimized Intel SpeedStep® technology. An integrated HD decode engine enables smooth 1080p HD video playback at a fraction of the power consumption.

In addition, Intel Atom Z670 processors come with the Intel® SM35 Express Chipset, delivering a lead-free2, halogen-free3 design with high-speed USB 2.0 for greater performance and Intel® High-Definition Audioto enable premium home theater sound.

Also ideal for small form-factor and portable embedded designs, the platform provides an excellent solution for a range of tablets in retail, medical and industrial applications. Solutions such as mobile clinical assistantsallow medical staff to directly input data into patients’ electronic files and avoid paper charting. This can result in a reduction in errors, better workflow, higher productivity and reduced paper handling and overhead costs. In addition to the Intel Atom Z670, Intel is offering the Intel® Atom™ processor Z650 for embedded devices with 7-year lifecycle support on Windows and MeeGo operating systems.

Based on Intel’s leading-edge 32nm process technology, the next-generation “Cedar Trail” platform will feature improvements in graphics capabilities including Blu-ray 2.0 support, a dedicated media engine for full 1080p playback and additional digital display options including HDMI output and DisplayPort. New features will include Intel® Wireless Music, Intel® Wireless Display, PC Synch and Fast Boot. In addition, the enhancements made in power consumption and TDP will enable fanless designs with longer battery life. This means great acoustics without the hum of a fan and improved ruggedness and aesthetics of the design. Intel is currently sampling “Cedar Trail” to all major OEMs and ODMs. Users can look forward to a new generation of innovative mobile and desktop designs based on the “Cedar Trail” platform in the second half of 2011.

More information:

Maestro Tablet Runs Three Operating Systems [Jan 18, 2011]

IFP: Is this the first tablet that can switch between Android, MeeGo and Windows operating systems?

Warrick: Yes, we believe we will be the first to offer a triple boot OS for customers.  We have been working on the dual boot tablets for a long time, working to get the boot interface to run nice and smoothly. Now the hard part is over. We can offer MeeGo over to the dual boot tablet making it a triple boot really because of the in-depth work that we are going with Intel directly.

We would like to work with Honeycomb, however we are devoting most of our efforts to make sure that MeeGo and Windows 7 is 100 percent supported, as we feel that the new MeeGo platform alongside Windows 7 is a more stable platform over the android platform.

Also, using the devices myself, I can’t live without Microsoft’s PowerPoint and Excel and Outlook while on the go. You can’t beat a company dedicated to creating OS platforms as a main market share product (Microsoft/Win 7). These guys have helped us get through the hard parts of moving an OS ecosystem revolving around keyboard and mouse, over to complete touch integration.

We’re getting 7 percent support on Android, compared to nearly 100 percent support from Microsoft and Intel for the MeeGo and Win 7 platforms.

IFP: How has it been working with MeeGo – what makes it different than Windows and Android?

Warrick:MeeGo has been fantastic. It feels great to me, as it’s on the forefront of the platform. We also felt very proud to showcase the new MeeGo platform (at CES), as a lot of internal people – even the guys working at the MeeGo stand had never seen our version of MeeGo. This was the very latest, genuine version of the MeeGo platform. It is so flexible to work with, and the fact that Intel gives us a world of support to move ahead, is a giant difference to developing on the Android platform, where we’re getting very little support.

IFP: What are some of the technologies or features you like most, ones that help set you apart from other new tablets?

Warrick: Some of the things we have been have been working on with Intel is to try to create the slimmest hard drive. To create a 4mm thick external hard drive, we have had to go through some serious R&D thinking to get around some of the issues associated with developing a product like this. For example, do we sacrifice speed for thickness (SATA port is 6mm thick, as opposed to a 1mm thick Micro USB port)? But in all, we want to deliver the best balance between speed and portability.

Once you get down to the nitty-gritty of things …. it’s the ability to access the hard drive remotely via WiFi. I mean, let’s face it, does everybody always want to be accessing their hard drive by plugging a USB into their SSD? Not really, so why not make it accessible via WiFi and USB? A WiFi-accessible hard drive is kind-of cool, but it’s also something people will find useful.

Intel’s support has allowed us to implant the Intel memory wafer directly into our own transistor with our own driver in the chip rather than an external chip, allowing us to create smaller packaged devices, revolving around a completely customized product, rather than taking an existing product and modifying it.

IFP: Why create a custom hard drive?

Warrick: Business is tough in the hard drive market, so we are in tune to be different, and this has evolved from a need for these devices to exist. Memory constraints for devices such as tablets and mobile phones are getting smaller and smaller because everything is getting held on the cloud. We see the need to still be able to store our data locally, but we want this data to be available to all of our devices, not just the one you plugged into.

on App Up:
From Intel Developer Forum (IDF) Beijing: New Industry Collaborations in China [April 12, 2011]
How to build an AppUp app from a web page using AppUp encapsulator [April 15, 2011]
Calling all web app developers…we’ve got something for you! [April 11, 2011]

The Intel AppUp℠ developer program is excited to announce a new opportunity for web app developers to transform web apps into Intel AppUp℠ center apps. This opportunity, called Intel AppUp™ encapsulator, allows web app developers to expand their customer base and revenue potential by making an app from their existing web code that is compatible and available for the Intel AppUp℠ center.

How does this work? The Intel AppUp™ encapsulator embeds the web code into a native application wrapper (a hybrid app) and then creates installer packages. The native application wrapper integrates the Intel AppUp™ SDK for store authorization and QT WebKit which provides the HTML5 and Javascript engines that execute and render the web app code. After talking with one of the developers, Andy Idsinga, I got so excited because Andy said that this process is relatively simply and doesn’t require anything special to get the web code to work with the Intel AppUp™ encapsulator. In fact, developers can use their own web APIs, 3rd Party APIs, and even other 3rd party widgets. Essentially, the developer builds the web code just like other web apps utilizing html, css and javascript, images and AJAX.

Keep in mind that the developer will still need to test and debug the app. But the cool part about it is that the developer can run Intel AppUp™ encapsulator many times as the developer chooses in order to get the app to its desired final product. Once done, then the developer submits the final product to the Intel AppUp center. It’s just that simple!

For more information about Intel AppUp™ encapsulator, please read the FAQs for detailed information. If I’ve convinced you, and you’re ready to expand your customer, then launch the tool and get started now!

Intel MeeGo 1.2 Tablet UX now open sourced. This and more now on MeeGo.com [April 4, 2011]

Mid February of this year, Intel released the MeeGo 1.2 Tablet UX pre-alpha to our developer community. And now a month later we are happy to announce that this release has been fully open sourced, where it is supported and available under the open source MeeGo project at MeeGo.com. At the time of this post, the open sourced version is pre-alpha and is released as the MeeGo Tablet Developer Preview. Via MeeGo.com:

We are pleased to open up development of the tablet user experience project. This release provides a touch-optimized user interface for MeeGo tablets, introducing the new panels UI concept and including a suite of built-in applications for Web browsing, personal information management and media consumption. This project is a work-in-progress under active development and considered pre-alpha. We welcome your involvement and contributions.

As you likely recall, Intel initially released the MeeGo tablet UX 1.2 pre-alpha in February to coincide with the release of the AppUp SDK beta for MeeGo. This release allowed developers to have the tools & user experience needed to start developing, testing, & submitting tablet applications for AppUp. At the time of initial release the tablet UX could not be fully open sourced, thus was initially released under the AppUp developer program site.

However, with the MeeGo tablet UX released as open source, it sits side-by-side the other device user intefaces (UI’s) from MeeGo.com, such as; the MeeGo Netbook UI, ivi UI, Handset UI and Smart TV UI. Along with these open source device UI’s, the tablet UI is available for the MeeGo community to freely download, support, and contribute to under the MeeGo open source project.

Visit the MeeGo.com site to download the MeeGo Tablet Developer Preview, and get a full list of features and supported hardware.
http://meego.com/downloads/releases/1.2/meego-tablet-developer-preview

Also visit the MeeGo developer portal for AppUp, to get all the information you need to develop and distribute a MeeGo application.
http://appdeveloper.intel.com/meego

MeeGo UX Components

In addition MeeGo.com has released QML based MeeGo UX Components and a cooresponding Wiki.  The MeeGo UX Components make developing for MeeGo devices easier by providing a set UI elements that allow you to quickly build applications that tightly integrate with the look of the MeeGo user experience.

Visit the MeeGo UX Components Wiki
http://wiki.meego.com/MeeGo_UX_Components

This is how App Up has been started:
Industry Support for the Intel Atom Developer Program [Sept 22, 2009]

During his keynote at IDF today, Paul Otellini announced the Intel® Atom™ Developer Program, a framework for creating and distributing applications designed specifically for Intel Atom processor-based devices. For the next level of detail, tune into Renee James’ IDF software keynote tomorrow at 10 a.m. PST where she will go into the program’s specifics and describe the benefits for software developers, ISVs and OEMs. For now, please refer to the Intel Atom Developer Program announcement and appdeveloper.intel.com for more information.

Although the program has just launched, we’ve already received some encouraging words of support from software companies and hardware manufacturers alike. Here’s what some of our partners are saying:

  • “The Adobe Flash Platform enables developers to create and deliver the most compelling applications, content and video to the widest possible audience. We expect the Intel Atom Developer Program will be a great way for the Flash Platform community developing on Adobe AIR to monetize their AIR applications, and we are working closely with Intel to deliver the necessary technology to enable this opportunity on the Atom platform in the future.” – David Wadhwani, General Manager and Vice President, Platform Business Unit, Adobe
  • “Customer adoption of our Intel Atom-based netbooks is exceeding our expectations. Acer is excited to see Intel’s effort in bringing new and innovative applications to netbooks and will use the Intel Atom Developer Program framework to open an application storefront.” – Jim Wong, president, IT Products Global Operations, Acer Inc.
  • “The Intel Atom Developer Program is an integral element of providing a holistic netbook experience for our customers. Asus sees this new development model as an opportunity to encourage developers and ISVs. Asus plans to offer an application store based on this framework in order to make exciting applications available to our customers.” – S.Y. Shian, Vice President and General Manager, System Business Group, Asus
  • “Dell is passionate about providing value for developers. The Intel Atom Developer Program will open a new world of innovation and business opportunity for developers and we look forward to working with Intel to foster the creation of exciting new Windows and Moblin-based netbook applications.” – John Thode, Vice President, Small Devices, Dell Inc.

then later transformed:
Chip Shot: Mobile Apps Hit Netbooks [Sept 14, 2010]:

Intel announced the general release of its first netbook application store for consumers today at IDF, including both free and paid apps for entertainment, social networking, gaming and productivity. The Intel® AppUpSM centerheightens the user experience with applications optimized for the mobility and screen size of netbooks. To encourage consumers to discover new applications, the Intel AppUp Center features a free 24-hour “try before you buy” period for all paid applications. To download a copy of the Intel AppUp center today, visit www.appup.com.

Intel Opens Software App Store, Offers New Intel Atom Chips [Sept 14, 2010]

James: The Best Experiences Are Created on Intel Architecture
During her keynote at Moscone Center West in San Francisco, James outlined how tightly integrated and optimized software and platforms will deliver new levels of performance, along with fresh capabilities and the importance of creating an innovative experience across the personal computing continuum – from PCs to smart phones to tablets and cars, as well as any number of Internet-connected consumer devices.

Emphasizing a seamless experience across operating systems, James introduced general availability of the Intel® AppUpSM center netbook app store for consumers. The Intel AppUp center includes both free and paid apps for entertainment, social networking, gaming and productivity, optimized for a netbook’s mobility and screen size. To encourage consumers to try new applications, Intel AppUp provides “try before you buy” solutions, encouraging consumers to purchase apps they otherwise might not have. The launch was also marked by the availability of Adobe* AIRapplications, as well as apps from companies including Accuweather*, Barnes & Noble*, Funkitron*, Gibson Guitars*, iWin*, Kaplan*, KONAMI*, and Lifetime*.

In an effort to reach netbook owners worldwide, James announced agreements with Best Buy*, UK-based Dixons* and India-based Croma* to outfit each retailer with the Intel AppUp center – pre-installed on netbooks the stores sell, as well as available for current netbook owners to download online. Similarly, James announced plans from ASUS* to ship its version of the Intel AppUp center on netbooks, the “asus app store,” starting in October.

During her keynote, James highlighted the Intel AppUp Developer Program, designed to drive innovative applications for end users and new revenue opportunities for independent developers and software vendors with programs such as the Intel Million Dollar Development fund. Rick Vanner from The Game Creators was recognized as winner of the “Most Innovative Application” in the Intel Atom Developer Challengefor his game titled, “Goals.” James also introduced the “On Intel AppUp” ISV identifier, designed to help developers promote their applications on Intel AppUp center.

James acknowledged seamless experiences are only part of the equation. Open operating systems – such as Intel and Nokia’s* MeeGo*, hosted by the Linux Foundation – allow developers to create, invent and innovate. Pointing to contributions from industry leaders, James discussed MeeGo ecosystem momentum, highlighting a variety of MeeGo-based devices and how third-party software developments and the upcoming MeeGo Web runtime, to be released in October, will make it easier to write applications for these devices. Internet TV pioneer Amino* also joined James onstage to demonstrate how the company is taking advantage of the flexibility and openness of MeeGo to deliver an innovative MeeGo-based smart TV solution.

Gartner: media tablets are the new segment next to mobile PCs and desktops, as well as web- and app-capable mobile phones

Between March 30 and April 13 Gartner delivered quite new research on the IT spending forecasts till the year 2015. This presents a radically changed market outlook best viewed via the following April 5 Gartner webinar slide (warning: Gartner distinguishes between “media tablets” and “mobile PCs” while other sources are referring to “tablet PCs” in general which are including Microsoft legacy tablet PCs and upcoming Windows slates in addition to Gartner’s “media tablets”):

Gartner on PC and Media Tablet Forecast -- 5-April-2011

Follow-Up (Aug 2, 2011):
Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011 with comprehensive update on Aug 2, 2011] which is showing IHS iSuppli’s recent mobile broadband device forecast with constituents of Apple’s dominant position in media tablet space as well as serious technical and market problems with the original version of Honeycomb up to now

Update: Consumer Education on Unique Use Cases Remains Largest Barrier to Media Tablet Adoption, According to Survey [ABI Research, June 13, 2011] (emphasis is mine)

It has been suggested by some that media tablets are slowly killing the netbook market, and that both device types are “cannibalizing” sales of personal computers. But results of a survey of 1,142 consumers conducted by ABI Research in March, 2011 reveal that netbooks and media tablets are actually neck-and-neck in terms of consumer interest. 25% of respondents rated themselves as either “extremely” or “very” interested in acquiring a netbook, while for media tablets, the number was 27%. Purchases of these companion devices are likely to result in a prolonged PC lifecycle and delay replacement.

But according to mobile devices group director Jeff Orr, “Nearly half of those surveyed, however, report that they are either ‘not very’ or ‘not at all’ interested in purchasing a media tablet. The most common reason for the lack of interest is ‘I don’t see the need’, selected by 60% of this group.”

Although media tablets are grabbing today’s headlines, they still face some challenges to adoption. “What activities can media tablets perform that are not already well-addressed by laptop/netbook PCs or smartphones?” Orr asks. “This remains the single largest barrier to consumer interest.”

A little more than half believe that the primary use for the media tablet will be entertainment. In line with this result, entertainment-related applications are the ones that most people report they would likely use on the media tablet:

•       82% intend to use email
•       71% expect to use a web browser
•       57% plan to watch TV or download movies
•       56% intend to use social networking
•       55% plan to play games
ABI Research conducted a similar survey on netbooks in 2009, when interest levels were shown to be higher. Moreover, the netbook use-case appears to be changing, from a focus on productivity applications towards the consumption of entertainment content. Orr says, “This change is consistent with potential buyers realigning expectations to match modern netbook capabilities.”

End of Update

Suggested associate and/or prelimary reading from this trend-tracking blog:
China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that [June 18, 2011]
Acer repositioning for the post Wintel era starting with AMD Fusion APUs [June 17, 2011]
Barnes & Noble NOOK offensive [May 25, 2011]
Microsoft on five key technology areas and Windows 8 [May 24, 2011]
E Ink and Epson achieve world-leading ePaper resolution [May 23, 2011]
Chromebook / box with Citrix Receiver going against Microsoft [May 12, 2011]
Amazon Tablet PC with E Ink Holdings’ Hydis FFS screen [May 3, 2011]
E Ink Holdings EPD prospects are good [April 30, 2011]
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]
Acer & Asus: Compensating lower PC sales by tablet PC push [March 29, 2011]
ASUS Eee Slate based Windows marketing from Microsoft [March 21, 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]
Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]
Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]
Changing purchasing attitudes for consumer computing are leading to a new ICT paradigm [Jan 5]
CES 2011 presence with Microsoft moving to SoC & screen level slot management that is not understood by analysts/observers at all [Jan 7]
Android 2.3 (Gingerbread) and 3.0 (Honeycomb) [Dec 30, 2011]
Hanvon – E-Ink strategic e-reader alliance for price/volume leadership supplementing Hanvon’s premium strategy mostly based on an alliance with Microsoft and Intel [Dec 21, 2011]
Intel’s industry position and prospects for years ahead [Dec 9, 2010]

For surrounding details on the new Gartner research see the presentation from the IT Spending Forecast, 1Q11 Update [April 5, 2011] Gartner webinar.

Regarding the bright prospects of the media tablets one should consider the following Gartner press releases and related blog posts as well:

Gartner Says Apple iOS to Dominate the Media Tablet Market Through 2015, Owning More Than Half of It for the Next Three Years [April 11, 2011]

Despite mounting competition from other operating systems (OSs), Apple’s iOS will continue to own the majority of the worldwide media tablet through 2015, according to Gartner, Inc. Due to the success of Apple’s iPad, iOS will account for 69 percent of media tablet OSs in 2011, and represent 47 percent of the media tablet market in 2015.

Gartner analysts said Apple iPad did to the tablet PC market what the iPhone did to the smartphone market: re-invented it. A media tablet is not just a different form factor to perform the same tasks that can be done on a PC. Tablets deliver a richer experience around content consumption, thanks to the ecosystem they support. The richer the ecosystem, the stronger the pull for consumers.

“Seeing the response from both consumers and enterprises to the iPad, many vendors are trying to compete by first delivering on hardware and then trying to leverage the platform ecosystem,” said Carolina Milanesi, research vice president at Gartner. “Many, however, are making the same mistake that was made in the first response wave to the iPhone, as they are prioritizing hardware features over applications, services and overall user experience. Tablets will be much more dependent on the latter than smartphones have been, and the sooner vendors realize that the better chance they have to compete head-to-head with Apple.”
Google’s Android OS is forecast to increase its worldwide share of the media tablet market from 20 percent in 2011 to 39 percent in 2015 (see Table 1). Analysts said Google’s decision not to open up the Honeycomb, its first OS version dedicated to tablets, to third parties will prevent fragmentation, but it will also slow the price decline and ultimately cap market share.

“Volume will be driven by support from many players, the ecosystem of applications for tablets getting more competitive and some platform flexibility allowing lower price points,” said Roberta Cozza, principal analyst at Gartner. “The new licensing model Google has introduced with Honeycomb enables Google to drive more control, allowing only optimal tablet implementations that don’t compromise quality of experience. This might mean that prices will drop at a slower pace than what we have seen in the smartphone market.”

Table 1
Worldwide Sales of Media Tablets to End Users by OS (Thousands of Units)

 OS 2010 2011 2012 2015
iOS   14,766   47,964    68,670   138,497
Market Share (%) 83.9 68.7 63.5 47.1
Android 2,502 13,898 26,382 113,457
Market Share (%) 14.2 19.9 24.4 38.6
MeeGo 107 788 1,271 3,057
Market Share (%) 0.6 1.1 1.2 1
WebOS 0 2,796 4,245 8,886
Market Share (%) 0 4 3.9 3
QNX 0 3,901 7,134 29,496
Market Share (%) 0 5.6 6.6 10
Other Operating Systems 234 432 510 700
Market Share (%) 1.3 0.6 0.5 0.2
Total Market 17,610    69,780    108,211    294,093

Source: Gartner (April 2011)

With the migration of Blackberry devices to QNX – the OS used on the Blackberry PlayBook – in 2012, RIM will be able to offer users a consistent experience across its whole product portfolio and create a single developer community. While QNX is a strong platform that delivers on performance, graphics and multitasking features, Gartner analysts said success in the media tablet market will be driven by richness of ecosystem.

“It will take time and significant effort for RIM to attract developers and deliver a compelling ecosystem of applications and services around QNX to position it as a viable alternative to Apple or Android. This will limit RIM’s market share growth over the forecast period,” Ms. Milanesi said. “It will be mainly organizations that will be interested in RIM’s tablets because they either already have RIM’s infrastructure deployed or have stringent security requirements.”

Gartner analysts said platforms such as MeeGo and WebOS, which currently have a weak presence in the smartphone market, will have a limited appeal unless they can grow that business.

“Smartphone users will want to buy a tablet that runs the same operating system as their smartphone. This is so that they can share applications across devices as well as for the sense of familiarity the user interfaces will bring,” Ms. Milanesi said. “Vendors developing on Android should be prepared to see more cross brand ownership as some users might put OS over brand when it comes to the purchasing decision. Improvements on usability and brand recognition are the strongest differentiators they can focus on.”

A media tablet is a device based on a touchscreen display (typically with a multitouch interface) whose primary focus is the consumption of media. The devices have screens with a diagonal dimension that is over 5 inches and may include screens that are as large as is practical for handheld use, roughly up to 15 inches. The media tablet runs a lightweight OS such as Android and iOS that is more limited than, or a subset of, the traditional fully featured OS such as Windows.

Gartner’s detailed forecast is available in the report “Forecast: Media Tablets by Open Operating System, Worldwide, 2008-2015.” The report is available on Gartner’s website at http://www.gartner.com/resId=1624614.

Gartner Says Media Tablets Help Drive Worldwide IT Spending Up 5.6 Percent in 2011 [March 30, 2011]

Gartner has added media tablets, such as the iPad, to its computing hardware spending estimates beginning this quarter. Including media tablets has increased Gartner’s computing hardware growth outlook from 7.5 percent to 9.5 percent for 2011 (see Table 1). Worldwide media tablet spending is projected to reach $29.4 billion in 2011, up from $9.6 billion in 2010. Global spending on media tablets is forecast to increase at an annual average rate of 52 percent through 2015.

The addition of media tablets, reinforced by an expected additional decline in the value of the dollar, accounts for the increase in top-line growth,” said Richard Gordon, research vice president at Gartner. “Absent the addition of media tablets, the forecast would have slightly declined in constant-dollar terms; however, with their addition, there’s virtually no change in underlying forecast growth at the level of overall IT.”

Gartner analysts said this stable forecast outlook comes despite political unrest in the Middle East, while the impact on IT markets of the recent natural disasters in Japan is yet to be fully understood.

How much will be spent on Media Tablets in 2015? [March 30, 2011] (emphasis is mine)

Our latest global IT spending forecast is released today and for the first time we’ve included Media Tablets in our spending estimates.

Big deal you might think … what took you so long? And anyway, what difference would a few Media Tablets make to the overall numbers?

The trouble with forecasting the market for new electronics devices is that we need to beware of the hype; for every gadget that achieves market success there are dozens of failures. That said, sometimes it becomes clear early on that a new product is going to live up to expectations of rapid market adoption and that’s the case with Media Tablets, whose time has definitely come.

In our latest forecast update, the 1Q11 iteration, we estimate that about $10B was spent on Media Tablets last year – that’s about 18 million units at an average priced of $550 each. In 2015, we forecast that close to 300 million (!) units will ship with an average price of $250 each– I’ll do the math for you; that’s nearly $80B in annual spending on Media Tablets!

We recently downgraded our PC forecast through 2015, partly because we assume some substitution of PCs by Media Tablets. Nevertheless, spending on PCs and Media Tablets combined is forecast to be about $400B in 2015, with Media Tablets taking a 20% share.

For more detail of our latest global IT spending forecast, including an early assessment of the impact of the recent natural disasters in Japan and the political unrest in the Middle East, check out IT Spending, Worldwide, 1Q11 Update

Most recent IT spending forecasts are always available here: www.gartner.com/quarterly-it-forecast

Then Gartner delivered its next webinar on the iPad and Beyond: The Media Tablet in Business [April 13, 2011]

Here the company took an extended look to the market as best represented by these two slides from the attached to the webinar presentation:

Gartner on Common Target Devices -- 13-April-2011

Gartner on Media Tablets in the Larger Scheme -- 13-April-2011

So what is the story?Here Gartner’s message is the following (extracted as text from the slides which follow the above two):

    1. Computing Behavior Changes, as reported by mobile salesforce workers per:
      – laptop/smartphone scenarios:
      >>> 7 sessions with 24.0 mins duration for laptops
      >>> 26 sessions with 1.5 mins duration for smartphones
      – laptop/[media] tablet/smartphone scenarios:
      >>> 4 sessions with 36.0 mins duration for laptops
      >>> 12 sessions with 7.0 mins duration for [media] tablets
      >>> 19 sessions with 1.2 mins duration for smartphones
    2. Tablets and Smartphones Will Be Elements of Other Products and Systems
    3. Apple iOS: The Bechmark:
      – Consumer first, enterprise second
      – Third Party Management Tools
      – Weak in integrated collaboration, social application support, cloud services
      Recommendation for Enterprise CIOs: Consider to meet user demand and for near-term projects
    4. Google Android: Momentum
      – Fast innovator, not afraid to experiment
      – Surpasses Apple in overall features
      – Fragmentation is a major threat
      – Weak app validation
      Recommendation for Enterprise CIOs: Consider with enterprise-aware supplier
    5. RIM QNX: Enterprise Focus
      – QNX: stable OS but with new UI
      – Catch-up on apps and ecosystem
      Recommendation for Enterprise CIOs: Consider if already a Blackberry shop; Watch app availability, Android support
    6. Microsoft Windows 7: Legacy
      – “Heavy” OS in cost and resource requirements
      – Tablet OS on ARM not due until 2012
      Recommendation for Enterprise CIOs: Consider for traditional tablet PC hardware refresh, hardened legacy apps and meeting endpoint security demands
    7. HP WebOS: Coming from Behind
      – Focus on sync across platforms
      – Potential as strong enterprise player
      – Major work required to build apps store and ecosystem
      Recommendation for Enterprise CIOs: Watch ecosystem and apps
    8. HTML 5 Gets Strong Support
      – APIs include:
      >>> Offline Web applications
      >>> Canvas tag for 2D drawing
      >>> Offline storage database
      >>> Document editing
      >>> Drag and drop
      – Will the OS be relevant in the future?
      >>> Backing from Apple, Google, Nokia and others
      – JavaScript performance becomes important
      – Expect HTML extension and browser incompatibilities; Mobile Enterprise Application Paltforms can help

The press release Gartner Says There’s No Reason to Delay, CIOs Should Be Experimenting With Media Tablets in Business [April 5, 2011] provided these encouragement for enterprise IT (emphasis is mine):

Media tablets are presenting a variety of new opportunities for businesses, but they are also requiring a new set of policies, technologies and skills for enterprises, according to Gartner, Inc.

CIOs are determined not to make the same mistakes they made with smartphones, which were often written off early as expensive and frivolous toys, or executive status symbols— which then left room for more inventive leaders who saw the competitive advantage that mobile applications would bring,” said David Willis, research vice president at Gartner. “They are also more willing to see that they don’t need to supply and manage every device that employees use at work: Consumerization is here to stay, and moving very fast. If you can think of an application for tablets, your competition may well be thinking in the same way — and acting on it. It is time to explore the use of media tablets in business.”

The impact of the media tablet in the eyes of the public is much greater than would be believed from the number of units shipped. Gartner expects media tablet shipments to be approximately 69 million in 2011, which is only a small fraction of the total number of application-capable mobile devices, such as smartphones. Yet already the impact of the device on other forms of computing is great.

The media tablet device itself is only part of the story. Gartner analysts said the packaging of hardware and software that Apple created with the iPad, along with the ecosystem of applications and media that surrounded it has made the real difference. Media tablets present a variety of new opportunities for business, while supplementing traditional uses of notebooks and smartphones.

The iPad, and the larger wave of media tablets, has captured the imagination of business leaders. Some companies have issued them to business and IT leaders in the spirit of exploration. Others see areas in which they can use media tablets to bring computing into settings that were not practical or were too cumbersome to use traditional approaches,” said Mr. Willis. “For the consumer, the iPad brought a casual but rich experience into the living room, or the train, or while waiting in line at the bank. In turn, IT organizations are finding new places where tablets can deliver information and media in new ways.”

Mr. Willis pointed out that companies that had already recognized the flood of consumer devices coming into business, and had figured out a way to leverage it rather than fight it, have been more-prepared to support media tablets. Those who embraced “managed diversity” and figured out how to manage and secure iPhones, were developing strategies to manage and keep iPads within weeks of its launch.

Gartner has long maintained that media tablets are neither “better laptops,” nor “better smartphones,” but complement both. When compared with laptops, media tablets activate instantly, allowing a user to get right to what he or she needs, immediately, without long and frustrating startup times. They have exceptional battery life and are responsive, tactile and inviting. However, in a common mobile-worker scenario, employees may travel with a media tablet during the day, but then return to their laptops in the evening for heads-down data entry or content creation.

“Sales leaders are clamoring to adopt media tablets with their sales teams, as a more engaging way to share sales collateral and promotional materials. And it won’t stop there: Next will come customer relationship management systems, and order entry and sales configuration applications. For sales managers, media tablets will be a natural platform for business analytics and performance dashboards,” said Mr. Willis. “In other settings, the intimacy of using a media tablet supports more personal interactions. Doctors, nurses and medical technicians find they can sit down with a patient and help that patient understand a diagnosis, walk through a medical procedure and describe a therapy with them. Retail clerks can use tablets to display customized clothing for a customer. Conference attendees can take surveys on their own, with no training required. The opportunities are huge.”

However, just as media tablets won’t replace PCs, Gartner does not believe that they will replace mobile phones as voice devices, even in the smaller form factors, such as those with 7-inch displays. Nevertheless media tablets still have enormous potential in the workplace, although who stands to benefit most from the phenomenon remains to be seen.

“Fundamentally, the market battle will not hinge on features and specifications; on the fit and finish of a given device; or even on a device at all. The platform that will prevail will have a strong supporting ecosystem of developers producing a wide range of applications. And in this area, Apple is far ahead of any competition,” Mr. Willis said. “Not only does it have a first-mover advantage in the device itself, but it has built a curated application distribution mechanism in the App Store that is notable both for how users hold it in high regard and how detractors see it as a limitation. In the end, Apple’s lead will be very difficult to beat.”

Mr. Willis will provide more detailed analysis during the upcoming Gartner webinar “iPad and Beyond: The Media Tablet in Business” on Wednesday April 13 at 10:00 a.m. and 1:00 p.m. Eastern time. To register for the complimentary webinars, please visit http://my.gartner.com/portal/server.pt?open=512&objID=202&mode=2&PageID=5553&ref=webinar-rss&resId=1586614&prm=WB_IPD11R.

Additional information is provided in the Gartner Special Report ” iPad and Beyond: The Media Tablet in Business.” The Special Report highlights Gartner’s research and advice to customers on best practices for business uses of iPad and other media tablets. The report is available on Gartner’s website at www.gartner.com/technology/research/ipad-media-tablet.

Gartner’s media tablet forecast is included with the latest IT spending forecast and can be found on the Quarterly IT Spending Forecast page www.gartner.com/technology/research/quarterly-it-forecast/index.jsp.

Returning to presentation attached to the webinar on the iPad and Beyond: The Media Tablet in Business [April 13, 2011] there are three slides worth to include here with an additional one used by Gartner for its Strategic Planning Assumption (SPA):

Gartner on New App Stores Delivery Model -- 13-April-2011 Gartner on Apple App Store Lead Retention -- 13-April-2011 Gartner on Mobile App Dev Tools through 2012 -- 13-April-2011 Gartner on Drive to Rapid Tablet Adoption in businesses -- 13-April-2011

Here an earlier Garner blog post comes in handy as well:

Curated App Stores, Security, And Why The Next Kindle Will Be An Android Device [March 23, 2011] (emphasis is mine)

We have been having some interesting discussions internally about the recent Android malware fiasco and how things need to be improved if Android ever wants to be taken seriously as an OS fit for use in an enterprise environment.

There has been some serious rhetoric against Apple’s “walled garden” approach in recent months but, like it or not from a philosophical standpoint, it certainly provides more protection for users than the Android Market. Some claim that the Apple approach stifles innovation. Pah! (Yes, I said “pah” – add to that a “pish and twaddle”, if you will.) One needs look no further than the sheer number of apps to shoot holes in that argument. Granted far too many of them are designed to emulate the passing of gas – some of us might argue that more controls are required, not fewer!

At the other end of the spectrum there are some truly excellent apps. Evernote, PDF Reader, TeamViewer, WebEx, GoToMeeting, Pages, Numbers, Keynote, QuickOffice, DocsToGo, SoundNote – these are all apps on which I rely daily. And for sheer awesomeness look no further than GarageBand and iMovie. No shortage of innovation and quality there then.

And from the point of view of the user – particularly the non-computer savvy user – all of this just works. Couple of clicks to search for your app. One click to purchase, download and install. And – most important of all – Trojan-free once it arrives. Curated app stores are essential to the well-being of the ecosystem.

Google needs to emulate that experience with its Market, though its very credo seems to suggest that will never happen. Yet without it the store will descend into anarchy, with users scared to purchase for fear of what new and terrible piece of malware they might be introducing to their phone or tablet.

So along comes Amazon from nowhere, and in one fell swoop it might have beaten Google at its own game. Amazon has the position of trust. It has the customer review infrastructure in place. It already has our credit card details (who hasn’t bought anything from Amazon?) And now it has an Android Appstore (TM) to go with it. Now all it has to do is make sure that the stuff it sells is safe.

It has promised to do that, by applying both quality control and security vetting to the app review process. So why wouldn’t you buy from there rather than the Google Android Market? Well, I would – I already have. But my Auntie Edna probably wouldn’t. It is way more difficult than the Apple process, and right now requires a multi-step process just to get the Appstore app on your phone. It is not that difficult, but it is certainly a sub-optimal user experience compared with the “It Just Works” approach of Apple.

So what needs to happen for the Amazon Appstore (TM) to succeed? Simple – it needs to arrive pre-installed on Android devices. Lots of them.And while I am sure Amazon is probably in discussions with a bunch of carriers to achieve that objective, what better way to make sure it happens than to ship it in huge numbers on Amazon’s very own Android tablet – The Kindle IV?

Give us that great Kindle experience with Android flexibility at a super-low price point, and you might just have your iPad-killer… I certainly haven’t seen one among the devices announced so far.

Don’t forget to follow me on Twitter (@bwalder) to be kept informed of new research.

UPDATE: For those interested in all things tablet-related, Gartner has a special report out entitled iPad and Beyond: The Media Tablet in Business. The Apple iPad and its competitors in the coming media tablet wave have captured the imagination of business leaders. This special report highlights Gartner’s research and advice to customers on best practices for business uses of iPads and other media tablets.

Amazon’s “iPad-killer” opportunity with Android is especially an interesting observation by Gartner as in another press release it has been stated:

Gartner Says Android to Command Nearly Half of Worldwide Smartphone Operating System Market by Year-End 2012 [April 7, 2011] (emphasis is mine):

Egham, UK, April 7, 2011— Worldwide smartphone sales will reach 468 million units in 2011, a 57.7 percent increase from 2010, according to Gartner Inc. By the end of 2011, Android will move to become the most popular operating system (OS) worldwide and will build on its strength to account for 49 percent of the smartphone market by 2012 (see Table 1).

Sales of open OS* devices will account for 26 percent of all mobile handset device sales in 2011, and are expected to surpass the 1 billion mark by 2015, when they will account for 47 percent of the total mobile device market.

By 2015, 67 percent of all open OS devices will have an average selling price of $300 or below, proving that smartphones have been finally truly democratized,” said Roberta Cozza, principal analyst at Gartner.

“As vendors delivering Android-based devices continue to fight for market share, price will decrease to further benefit consumers”, Ms. Cozza said. “Android’s position at the high end of the market will remain strong, but its greatest volume opportunity in the longer term will be in the mid- to low-cost smartphones, above all in emerging markets.”

Table 1
Worldwide Mobile Communications Device Open OS Sales to End Users by OS (Thousands of Units)

 OS 2010 2011 2012 2015
Symbian 111,577 89,930 32,666 661
Market Share (%) 37.6 19.2 5.2 0.1
Android 67,225 179,873 310,088 539,318
Market Share (%) 22.7 38.5 49.2 48.8
Research In Motion 47,452 62,600 79,335 122,864
Market Share (%) 16 13.4 12.6 11.1
iOS 46,598 90,560 118,848 189,924
Market Share (%) 15.7 19.4 18.9 17.2
Microsoft 12,378 26,346 68,156 215,998
Market Share (%) 4.2 5.6 10.8 19.5
Other Operating Systems 11,417.40 18,392.30 21,383.70 36,133.90
Market Share (%) 3.8 3.9 3.4 3.3
Total Market 296,647 467,701 630,476 1,104,898

Source: Gartner (April 2011)

Gartner predicts that Apple’s iOS will remain the second biggest platform worldwide through 2014 despite its share deceasing slightly after 2011. This reflects Gartner’s underlying assumption that Apple will be interested in maintaining margins rather than pursuing market share by changing its pricing strategy. This will continue to limit adoption in emerging regions. iOS share will peak in 2011, with volume growth well above the market average. This is driven by increased channel reach in key mature markets like the U.S. and Western Europe.

Research In Motion’s share over the forecast period will decline, reflecting the stronger competitive environment in the consumer market, as well as increased competition in the business sector. Gartner has factored in RIM’s migration from BlackBerry OS to QNX which is expected in 2012. Analysts said this transition makes sense because RIM can create a consistent experience going from smartphones to tablets with a single developer community and — given that QNX as a platform brings more advanced features than the classic BlackBerry OS — it can enable more competitive smartphone products.

Gartner predicts that Nokia will push Windows Phone well into the mid-tier of its portfolio by the end of 2012, driving the platform to be the third largest in the worldwide ranking by 2013. Gartner has revised its forecast of Windows Phone’s market share upward, solely by virtue of Microsoft’s alliance with Nokia. Although this is an honorable performance it is considerably less than what Symbian had achieve in the past underlying the upward battle that Nokia has to face.

Gartner analysts said new device types will widen ecosystems. “The growth in sales of media tablets expected in 2011 and future years will widen the ecosystems that open OS communications devices have created. This will, by and large, function more as a driver than an inhibitor for sales of open OS devices,” said Carolina Milanesi, research vice president at Gartner.

Consumers who already own an open OS communications device will be drawn to media tablets and more often than not, to media tablets that share the same OS as their smartphone,” Ms. Milanesi said. “This allows consumers to be able to share the same experience across devices as well as apps, settings or game scores. At the same time, tablet users who don’t own a smartphone could be prompted to adopt one to be able to share the experience they have on their tablets.”

Note *: An open OS makes a software developer kit (SDK) available to developers, who can use native application programming interfaces (APIs) to write applications. The OS can be supported by a sole vendor or multiple vendors. It can be, but does not have to be, open source. Examples are BlackBerry OS, iOS, Symbian, Android, Windows Phone, Linux, Limo Foundation, WebOS and bada.

Gartner’s detailed forecast is available in the report “Forecast: Mobile Communications Devices by Open Operating System, Worldwide, 2008-2015.” The report is available on Gartner’s website at http://www.gartner.com/resId=1619615.

Finally there are two Gartner press releases on the state of legacy PC market which were also behind of the above reasoning:

Gartner Says Worldwide PC Shipments in First Quarter of 2011 Suffer First Year-Over-Year Decline in Six Quarters [April 13, 2011]

Worldwide PC shipments totaled 84.3 million units in the first quarter of 2011, a 1.1 percent decline from the first quarter of 2010, according to preliminary results from Gartner, Inc. Although the first quarter is traditionally a slow one for PC sales, these shipment results indicate potential sluggishness, not just a normal seasonal slowdown. These figures are below Gartner’s earlier forecast for 3 percent growth in the first quarter of 2011.

“Weak demand for consumer PCs was the biggest inhibitor of growth,” said Mikako Kitagawa, principal analyst at Gartner. “Low prices for consumer PCs, which had long stimulated growth, no longer attracted buyers. Instead, consumers turned their attention to media tablets and other consumer electronics. With the launch of the iPad 2 in February, more consumers either switched to buying an alternative device, or simply held back from buying PCs. We’re investigating whether this trend is likely to have a long-term effect on the PC market.”

Steady growth in the professional PC sector, driven by the replacement cycle, was a bright spot for the global PC market. Without the professional segment growth, the PC market could have experienced one of the worst declines in its recent history. Replacement sales will generally continue into late 2011 or the start of 2012, with some variations between different regions and market segments.

HP performed below the worldwide average, but maintained the No. 1 position, accounting for 17.6 percent of worldwide PC shipments in the first quarter of 2011 (see Table 1). HP was impacted by weak consumer PC demand, as well as growing issues in Asia/Pacific. Acer continued to face challenges as the mini-notebook market was impacted by media tablets, and its shipments declined 12.2 percent.

Table1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 1Q11 (Units)

1Q11 Shipments 1Q11 Market Share (%) 1Q10 Shipments 1Q10 Market Share (%) 1Q11-1Q10 Growth (%)
Company
HP 14,797,299 17.6 15,312,468 18 -3.4
Acer Group 10,893,793 12.9 12,412,859 14.6 -12.2
Dell 9,984,370 11.9 10,210,766 12 -2.2
Lenovo 8,137,904 9.7 6,976,683 8.2 16.6
Toshiba 4,821,600 5.7 4,580,746 5.4 5.3
Others 35,615,953 42.3 35,686,995 41.9 -0.2
Total 84,250,918 100 85,180,518 100 -1.1

Note: Data includes desk-based PCs, mobile PCs, including mini-notebooks but not media tablet such as the iPad.
Source: Gartner (April 2011)

In the first quarter of 2011, Dell experienced a shipment decline year-over-year for the first time in six quarters. Dell underperformed in the U.S., Europe, the Middle East and Africa (EMEA) and Latin America, but it achieved strong growth in Asia/Pacific. Lenovo experienced the strongest growth among the top five vendors (16.6 percent) as it continued to price its products very competitively in both the consumer and professional sectors. It achieved strong growth across all regions.

In the U.S., PC shipments totaled 16.1 million units in the first quarter of 2011, a 6.1 percent decline from the first quarter of 2010. “As with the worldwide market, the U.S. PC market was affected by the hype surrounding media tablets. This was the third consecutive quarter of mobile PC shipment declines in the U.S.,” Ms. Kitagawa said. “The U.S. professional PC market showed steady growth across all sectors. However, the public sector showed more than the normal seasonal weakness due to budgetary issues.”

HP continued to lead the U.S. market with its market share increasing to 26.2 percent, despite a shipment decline of 3.5 percent in the first quarter (see Table 2). While HP struggled in the consumer PC market, it also encountered tough price competition in the professional segment, especially in the midmarket.

Dell faced tough competition in both the U.S. consumer and professional markets. The challenge for Dell arose in the midmarket, where more vendors tried to squeeze in to benefit from professional PC refresh cycles. Apple maintained strong shipment growth, even after the holiday season. The MacBook Pro refresh at the end of February accelerated already strong Mac growth.

Table 2
Preliminary United States PC Vendor Unit Shipment Estimates for 1Q11 (Units)

Company 1Q11 Shipments 1Q11 Market Share (%) 1Q10 Shipments 1Q10 Market Share (%) 1Q11-1Q10 Growth (%)
HP 14,797,299 17.6 15,312,468 18 -3.4
Acer Group 10,893,793 12.9 12,412,859 14.6 -12.2
Dell 9,984,370 11.9 10,210,766 12 -2.2
Lenovo 8,137,904 9.7 6,976,683 8.2 16.6
Toshiba 4,821,600 5.7 4,580,746 5.4 5.3
Others 35,615,953 42.3 35,686,995 41.9 -0.2
Total 84,250,918 100 85,180,518 100 -1.1

Note: Data includes desk-based PCs, mobile PCs, including mini-notebooks, but not media tablet such as the iPad.
Source: Gartner (April 2010)

PC shipments in EMEA totaled 26.1 million units in the first quarter of 2011, a 2.8 percent decline from the first quarter of 2010 (see Table 3).

Table 3
Preliminary EMEA PC Vendor Unit Shipment Estimates for 1Q11 (Thousands of Units)

Company 1Q11 Shipments 1Q11 Market Share (%) 1Q10 Shipments 1Q10 Market Share (%) 1Q11-1Q10 Growth (%)
Hewlett-Packard 5,019 19.2 5,532 20.6 -9.3
Acer Group 4,939 18.9 5,557 20.7 -11.1
Dell 2,318 8.9 2,500 9.3 -7.3
ASUS 1,950 7.5 2,186 8.1 -10.8
Lenovo 1,325 5.1 1,236 4.6 7.2
Others 10,567 40.5 9,856 36.7 7.2
Total 26,119 100 26,867 100 -2.8

Note: Data includes desk-based PCs, mobile PCs, including mini-notebooks but not media tablet such as the iPad.
Source: Gartner (April 2011)
“The PC market in EMEA had not exhibited decline since the third quarter of 2009 when the market declined 8.9 per cent,” said Ranjit Atwal, research director at Gartner. “The excess inventory accumulated at the end of the fourth quarter of 2010 was reduced slowly, especially as some of the delayed Sandy Bridge products entered the market in March. The seasonal trend was also weaker than expected, indicating that the downward trend seen at the end of 2010 continued into the first quarter of 2011.”
Western Europe remained the main area of weakness in EMEA, as consumers continued to delay spending disposable income on PCs or other products like media tablets, especially after the launch of the iPad 2. This is extending current PC life cycles.

In Asia/Pacific, PC shipments surpassed 28.2 million units in the first quarter of 2011, a 4.1 percent increase from the first quarter of 2010. PC purchases by consumers remained weak, especially in China and Taiwan. PCs were not high on consumers’ shopping lists during the Chinese New Year holiday. In India, consumers were distracted by the Cricket World Cup. They also preferred to upgrade or purchase new TVs or other home electronics.

The PC market in Lain America grew 5.4 percent in the first quarter of 2011, as shipments totaled 8.1 million units. Brazil accounted for over 40 percent of Latin America’s PC shipments. As PC vendors’ interest in Brazil grows, so does competition. Local PC vendors are particularly vulnerable, as their strength lies in the production of desk-based PCs. Multinational vendors are making inroads by selling less-expensive mobile PCs.

PC shipments in Japan declined 13.1 percent in the first quarter of 2011, with shipments reaching 4 million units. The earthquake and tsunami on March 11 reduced PC shipments, and Gartner analysts are still investigating the scale of the impact on the market in first quarter. The impact of the disaster was most evident in the professional PC market, where the second half of March is the year’s busiest procurement period.

These results are preliminary. Final statistics will be available soon to clients of Gartner’s PC Quarterly Statistics Worldwide by Region program. This program offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organizations to keep abreast of key issues and their future implications around the globe. Additional research can be found on Gartner’s Computing Hardware section on Gartner’s website at http://www.gartner.com/it/products/research/asset_129157_2395.jsp.

And this was preceded by earlier Gartner Lowers PC Forecast as Consumers Diversify Computing Needs Across Devices [March 3, 2011] press release:

Gartner, Inc. is lowering its PC unit forecast for 2011 and 2012, based on expectations of weaker demand for mobile consumer PCs. Worldwide PC shipments are forecast to reach 387.8 million units in 2011, a 10.5 percent increase from 2010, according to Gartner’s preliminary forecast. This is down from Gartner’s previous projection of 15.9 percent growth this year.

Gartner expects worldwide PC shipments to total 440.6 million units in 2012, a 13.6 percent increase from 2011. This is down from Gartner’s previous outlook of 14.8 percent growth for 2012.

“These results reflect marked reductions in expected near-term unit growth based on expectations of weaker consumer mobile PC demand, in no small part because of the near-term weakness expected in China’s mobile PC market, but also because of a general loss in consumer enthusiasm for mobile PCs,” said Ranjit Atwal, research director at Gartner.

Gartner analysts said that consumer mobile PCs have been the dynamic growth engine of the PC market over the past five years, averaging annual rates of growth approaching 40 percent. For much of this period, mobile PCs remained consumers’ platform of choice for bringing the Internet into their daily lives. However, due to the spread of low-cost embedded Wi-Fi modules, Internet access is now available through a multitude of mobile devices that allow consumers to engage in virtually all their favorite online activities without the need of a mobile PC.

“We expect growing consumer enthusiasm for mobile PC alternatives, such as the iPad and other media tablets, to dramatically slow home mobile PC sales, especially in mature markets,” said George Shiffler, research director at Gartner. “We once thought that mobile PC growth would continue to be sustained by consumers buying second and third mobile PCs as personal devices. However, we now believe that consumers are not only likely to forgo additional mobile PC buys but are also likely to extend the lifetimes of the mobile PCs they retain as they adopt media tablets and other mobile PC alternatives as their primary mobile device. Overall, we now expect home mobile PCs to average less than 10 percent annual growth in mature markets from 2011 through 2015.”

The professional market is expected to continue to exhibit double-digit growth in 2011 and 2012, as aging PCs are replaced across all regions of the world. “However, even in the professional market, media tablets are being considered as PC substitutes, likely at least delaying some PC replacements,” said Raphael Vasquez, senior research analyst at Gartner.

The dramatic rise in the popularity of alternative devices and the limitations of the PC are two of many dynamics that played a significant role in Gartner’s revised outlook for the PC industry.

Media Tablets Causing Hesitation Among Potential PC Buyers
Consumer enthusiasm for media tablets is a key factor in Gartner’s forecast that the consumer mobile PC market will remain weak in mature markets. Consumer substitution of media tablets for mobile PCs already appears to be impacting mobile PC shipments in mature markets. However, a bigger issue seems to be that consumers are taking a “wait and see” attitude toward PCs as they anticipate the arrival of new media tablets during the rest of 2011.

PCs’ Limitations Are Exposed
Not too long ago, PCs were a “fashion accessory” in mature markets with vendors linking themselves to fashion designers and even creating PCs specifically for women. The current “cool” device is the smartphone, and now PCs will soon have to do battle with media tablets when they are launched in large numbers in the second quarter of 2011. Up to now, the appeal of mobile PCs has been their portability. But mainstream mobile PCs have not shed sufficient weight, and do not offer the all-day battery life, to substantiate their promise of real mobility. These limitations have become all the more apparent with the rapid spread of social networking, which thrives on constant and immediate connections. In short, all-day untethered computing has yet to materialize, and that has exposed the “mobile” PC as merely a transportable PC at best.

More information is available in the report “Forecast Alert: PC Forecast Is Lowered as Consumers Diversify Computing Needs Across Devices,” which can be found on Gartner’s website at http://www.gartner.com/resId=1558714.

Larry Page to boost Google even more as becoming CEO again

Choose any of the thousands (if not tens of thousands) mirrored reports by AP that Google founder hopes to prove he’s ready to be CEO [April 1, 2011] to learn the hopes and worries of the fans and anxious investors about the return of Larry Page [38] as CEO of Google after 10 years of Eric Schmidt’s [55] leadership.

Warning update: Google as an evil enterprise: the perception changes as vital APIs are shut down  [June 1, 2011]

An update from the Chairman [Eric Schmidt, Jan 20, 2011] (emphasis is mine)

Google -- Eric Schmidt with Sergey Brin and Larry Page in 2001

When I joined Google in 2001 I never imagined—even in my wildest dreams—that we would get as far, as fast as we have today. Search has quite literally changed people’s lives—increasing the collective sum of the world’s knowledge and revolutionizing advertising in the process. And our emerging businesses—display, Android, YouTube and Chrome—are on fire. Of course, like any successful organization we’ve had our fair share of good luck, but the entire team—now over 24,000 Googlers globally—deserves most of the credit.

And as our results today show, the outlook is bright. But as Google has grown, managing the business has become more complicated. So Larry, Sergey and I have been talking for a long time about how best to simplify our management structure and speed up decision making—and over the holidays we decided now was the right moment to make some changes to the way we are structured.

For the last 10 years, we have all been equally involved in making decisions. This triumvirate approach has real benefits in terms of shared wisdom, and we will continue to discuss the big decisions among the three of us. But we have also agreed to clarify our individual roles so there’s clear responsibility and accountability at the top of the company.

Google - Larry Page in the European Parliament -- 17-June-2009 Larry will now lead product development and technology strategy, his greatest strengths, and starting from April 4 he will take charge of our day-to-day operations as Google’s Chief Executive Officer. In this new role I know he will merge Google’s technology and business vision brilliantly. I am enormously proud of my last decade as CEO, and I am certain that the next 10 years under Larry will be even better! Larry, in my clear opinion, is ready to lead.

Sergey [Brin, 37] has decided to devote his time and energy to strategic projects, in particular working on new products. His title will be Co-Founder. He’s an innovator and entrepreneur to the core, and this role suits him perfectly.

As Executive Chairman, I will focus wherever I can add the greatest value: externally, on the deals, partnerships, customers and broader business relationships, government outreach and technology thought leadership that are increasingly important given Google’s global reach; and internally as an advisor to Larry and Sergey.

We are confident that this focus will serve Google and our users well in the future. Larry, Sergey and I have worked exceptionally closely together for over a decade—and we anticipate working together for a long time to come. As friends, co-workers and computer scientists we have a lot in common, most important of all a profound belief in the potential for technology to make the world a better place. We love Google—our people, our products and most of all the opportunity we have to improve the lives of millions of people around the world.

Then watch this Perspective from Google: Eric Schmidt & Larry Page – Zeitgeist Europe 2010 [May 19, 2010] to understand the quite subtle differences between the two leaders. Note that Larry Page is introverted vs. the typical extroverts as business leaders. Note as well (from reply to a question) that Google is not doing the typical business planning exercise but Larry and Brin ideas are simply financed because the operation is generating sufficient revenues for that. This is giving them a unique competitive advantage of moving along innovative things while all the rest of the industry is loosing time with planning.

From Zeitgeist 2010 Google Partner Forum Europe held 17-18 May 2010. Featuring Eric Schmidt (Chairman of the Board & CEO, Google) & Larry Page (Co-Founder & President, Products, Google).
[from 1:20 he is talking about how much he was struck by captioning and translation …]
Note: Switch on the caption and try also the translation on this video. Generally it is a great experience (although not always perfect, since it depends on the clarity of the speech). More information on the technology is available under the Captions tag on the YouTube blog. Best to start is probably here: The Future Will Be Captioned: Improving Accessibility on YouTube [March 4, 2010] and here: Happy Birthday Automatic Captions! Celebrate with more videos and higher quality [Nov 19, 2010]

For detailed analysis – however – of the possible effects of Larry Page becoming CEO again it is better to turn to Fast Company’s earlier 7 Ways Larry Page Is Defining Google’s Future [March 16, 2011] article (quite long). Here is the essence:

The company line on Page’s ascension is that it does not mark any effort to “fix something” at Google. After all, the company reported stellar earnings the day it announced that Page would replace Eric Schmidt. It generated more than $29 billion in revenue in 2010 and 24% annual growth. Page has been part of what has been an unusual but effective ruling troika with Schmidt and fellow cofounder, Sergey Brin.

And yet Page is becoming CEO at a crucial inflection point in Google’s history. The company is beset by rivals everywhere — Apple and Facebook, both of which are closing off chunks of Internet activity beyond Google’s reach; Amazon, Microsoft, Netflix, and others that compete fiercely against it in multiple markets; and even the U.S., the EU, and other governments that want to curtail Google’s ambition. Lately, Google has had more and more public whiffs (see Google Wave, Google Buzz, Google TV).

It’s true that Page is not stepping into a dire situation as Steve Jobs did at Apple in 1997. Page doesn’t need to be a turnaround artist. Yet he has to do something potentially harder: make changes to a winning formula in the face of intense scrutiny, when momentum appears to be against him. To borrow a sports aphorism, winning your first championship is easy compared with trying to repeat.

To outsiders, Page might seem an odd choice to be CEO. He’s personally reserved, unabashedly geeky, and said to be introverted. We won’t be seeing him keynoting A-list conferences with grand vision statements or sitting down for intimate conversations with the press (Google declined to make him available for this article). But after talking to high-level Google executives who work closely with Page, as well as ex-Googlers and other outside observers, a picture begins to emerge of how the search company will change under him. Here’s our seven-part guide to the Google of today — and tomorrow.

  1. A Little Top-Down Leadership Goes a Long Way
  2. Spur On Your Frenemies [encourage your “enemy friends” to do something]
  3. When in Doubt, Check the Data
  4. When in Creative Mode, Don’t Start With Data
  5. A Social Life Is Overrated
  6. Listen Up: Talk Is Cheap
  7. No Goal Is Too Big (And Some Are Too Small)

1. A Little Top-Down Leadership Goes a Long Way

Google - 20% delivering 50% which worked well till 10000 employees For much of its early life, Google reveled in its bottom-up culture. The governing philosophy was “Let’s hire lots of really smart people and let them do whatever they want,” says Brian Kennish, a Google engineer from 2003 to late 2010. Employees — especially engineers — were given unparalleled leeway in deciding what they wanted to work on and encouraged to use 20% of their time to come up with new ideas.

The archetypal product of this era was Gmail, which was born when engineer Paul Buchheit hacked it up in a single day in the summer of 2001. He showed the prototype to his colleagues, and when they expressed interest, Buchheit pulled other promising engineers onto his team. This kind of thing happened time and again at Google; among other products conceived deep within the company’s ranks were Google News, search suggestions, and AdSense, the contextual advertising system that accounted for nearly $9 billion in revenue in 2010.

Kennish, echoing several other former Googlers, adds, “This system worked really well until the company reached about 10,000 workers. After that, things started to break down.” (Google now has 24,000 employees and plans to hire another 6,000 in 2011.)

Android represents a new order, one that Page, who has long played a role in product strategy, will accelerate. … Page and Brin pushed Google into mobile, buying Android when the project was an eight-person startup in 2005. (Schmidt later joked that they didn’t tell him about it until after the deal.) At the time, Google’s mobile strategy was a hodgepodge effort to install its apps on lots of different mobile phones. Page realized that game would never scale. Eustace says it would have required “5,000 people, each one trying to port apps to all the different phones.” For Google to truly benefit from the transition to mobile phones, it would need to shoot for something bigger. Page gave Andy Rubin, Android’s indomitable chief, the resources to run the division as an autonomous unit. Their ambition helped Google settle on a course to release an entire operating system, rather than a single phone. What’s more, Google made Android free and allowed phone manufacturers and carriers to tinker with the software.

Google Andy Rubin (center) with major early partners HTC CEO Peter Chou and Christopher Schlaeffer T-Mobile -- 8-Oct-2008

Android, then, is as much a marvel of management as it is of engineering. “It wasn’t that Larry handed down his vision on stone tablets,” Eustace says. (In other words, he’s not Steve.) But Page had the founding idea that “what was necessary was an ecosystem,” and Android wouldn’t be where it is today if he hadn’t pushed for Google to do something more ambitious. Google - Android Patrners in Open Handset Alliance -- 6-Nov-2007

Page has done this elsewhere. Google’s recent success with YouTube in the face of an unrelenting stream of criticism can be chalked up to a similar management tactic: Page empowered YouTube CEO Salar Kamangar in much the same way he has Android’s Rubin. … As Page takes over, he’ll still find product seedlings everywhere. Google’s product lineup is replete with services that offer overlapping, needlessly duplicative functionality. Android’s triumph should serve as a sweet reminder of the value in imposing just enough discipline before letting the kids chase the ice-cream truck.

See also:
Google Buys Android for Its Mobile Arsenal [Aug 17, 2005]: “The 22-month-old startup, based in Palo Alto, Calif., brings to Google a wealth of talent, including co-founder Andy Rubin, who previously started mobile-device maker Danger Inc.
CrunchBase on Android

In July 2005, Google acquired Android, a small startup company based in Palo Alto, CA. Android’s co-founders who went to work at Google included Andy Rubin (co-founder of Danger), Rich Miner (co-founder of Wildfire), Nick Sears (once VP at T-Mobile), and Chris White (one of the first engineers at WebTV). At the time, little was known about the functions of Android other than they made software for mobile phones. This began rumors that Google was planning to enter the mobile phone market, although it was unclear at the time what function they might perform in that market.

Introducing Android [Nov 5, 2007]

[2:19] The creators of Android talk about their new open platform for mobile phones and the Open Handset Alliance. To learn more, visit: http://www.openhandsetalliance.com

Where’s my Gphone? [Andy Rubin, Nov 5, 2007]

Google Android chief Andy Rubin Android is the first truly open and comprehensive platform for mobile devices. It includes an operating system, user-interface and applications — all of the software to run a mobile phone, but without the proprietary obstacles that have hindered mobile innovation. We have developed Android in cooperation with the Open Handset Alliance, which consists of more than 30 technology and mobile leaders including Motorola, Qualcomm, HTC and T-Mobile. Through deep partnerships with carriers, device manufacturers, developers, and others, we hope to enable an open ecosystem for the mobile world by creating a standard, open mobile software platform. We think the result will ultimately be a better and faster pace for innovation that will give mobile customers unforeseen applications and capabilities.

Google, Bidding For Phone Ads, Lures Partners [The Wall Street Journal, Nov 6, 2007]

Among the handset makers that have signed on to the initiative are Taiwan’s HTC Corp., Samsung Electronics Co. and Motorola Inc. Operator partners include Deutsche Telekom AG’s T-Mobile, Sprint Nextel Corp. and Japan’s NTT DoCoMo Inc. (See the entire list of Google’s partners.) …

But until new handsets based on Android come to market, it won’t be clear how far operators have gone to satisfy Google’s desire for open mobile software. Some carriers have said they still want to make sure Android doesn’t allow sensitive user information to fall into the hands of rogue third-party developers, leading to invasions of privacy and security risks. Those issues partly explain why large U.S. operators such as AT&T Inc. and Verizon Wireless, a joint venture of Verizon Communications Inc. and Vodafone Group PLC, have yet to sign on to Google’s initiative.

Verizon Wireless is still weighing whether to join, a person familiar with the company’s thinking said. AT&T, in part because it exclusively carries Apple Inc.’s iPhone in the U.S., is restricted from partnering with Google, people familiar with the matter say. …

Sprint hasn’t agreed to carry a Google-powered phone yet, but signed on to the Android alliance while it continues talks. John Garcia, the carrier’s senior vice president of product development, said using Android in phones would make it easier to get a variety of mobile applications to consumers. Mr. Garcia said mobile-game makers routinely have to test their applications on an array of Sprint phones, writing specific programming code for each one. That could become a thing of the past if an open platform becomes widespread.

Android Open Source Project [Oct 20, 2008]

[4:26] An introduction to Android Open Source Project. Android is the first free, open source, and fully customizable mobile platform. Android offers a full stack: an operating system, middleware, and key mobile applications. It also contains a rich set of APIs that allows third-party developers to develop great applications. Learn more at source.android.com.

From this (my own) blog:
OPhone OS (OMS) 2.0 based on Android 2.1 [July 5, 2010]
Android 2.2 (Froyo) excitement is just the tip of the iceberg for the current Android momentum [July 9 – Sept 10, 2010]
Android 2.3 (Gingerbread) and 3.0 (Honeycomb) [Dec 30, 2010 – Feb 4, 2011]

What’s behind Android’s race to No. 1? [March 8, 2011]:

It’s no longer the era of the BlackBerry — or the iPhone. According to a market research report released this week, Google’s Android operating system now is the most popular smartphone platform in the United States.

The first phone running Android, the T-Mobile G1, wasn’t announced until September 2008. Only 2½ years later, the research firm comScore says Android is No. 1 in the U.S. with 31.2% of the market, compared with 30.4% for BlackBerry’s business-friendly operating system and 24.7% for the iOS from Apple, which powers the seemingly omnipresent iPhone.

What accounts for this meteoric rise? Here’s a summary of what makes Android popular, based on conversations with smartphone experts, buzz on the tech blogs and reader responses to our query posted on the @cnntech Twitter feed.

  • Consumers like choices
  • There’s basically one iPhone
  • There are dozens of Android options
  • Integration with the internet
  • Openness of the Android Market
  • Apps that do what you need, not what you don’t: In terms of app numbers, Android is losing big to Apple. Google’s Android Market has 150,000 apps. Apple has more than 350,000. But Gikas said the Android apps pretty  much cover everything an average consumer would want a phone to do, so having more apps isn’t necessarily the best selling point.
  • Stealing the best of everything and then giving it away

Platform Versions [Android Developers site, extracted on April 1, 2011]

Google Android Platform Versions - Historical Distribution -- 1-April-2011

Platform API Level Distribution
Android 1.5 3 2.7%
Android 1.6 4 3.5%
Android 2.1 7 27.2%
Android 2.2 8 63.9%
Android 2.3 9 0.8%
Android 2.3.3 10 1.7%
Android 3.0 11 0.2%

2. Spur On Your Frenemies [encourage your “enemy friends” to do something]

2009.04.30. [2:33] What is a browser? was the question we asked over 50 passersby of different ages and backgrounds in the Times Square in New York. Watch the many responses people came up with.

Less than 8% of people who were interviewwd on this day knew what a browser was.
[But most of them knew Google, and most of them considered Google a browser.]

Two years ago, Google sent a camera crew to Times Square, in New York, and asked passersby a simple question: What is a web browser? “A browser’s a search engine,” said one guy. Another respondent was pretty sure that “it’s what I search through — like, to find things.” When asked which browser they use, most people said Google, while a few renegades stuck to Yahoo and AOL. None of these, of course, are browsers.

So if you’ve ever wondered why Google needed its own web browser, called Chrome, here’s why: It needed Chrome to goad Microsoft, Apple, and other browser makers into reigniting innovation in what had become a moribund market. Everyone’s efforts collectively improve the web as a whole, which is good for Google and its ad business. Even if its rivals merely copied Chrome’s advancements — superfast, stable, and, thus far, impossible to hack — Google saw that it could achieve its larger goals.

Expect Page to launch even more initiatives that may seem futile when considered alone but that are, in fact, designed to wake up drowsy competitors. Think about such “puzzling” Google moves as releasing its own branded phones — the Nexus One and Nexus S — and competing against the handset makers and carriers that it’s supposed to be courting. Or about Google’s initiative to wire America with fiber-optic lines, as its plan to roll out superfast Internet to several cities suggests. Google really wants Verizon and others to pick up the pace. And when those rivals do, Google will benefit from the innovations that result.

See also: Sun Valley: Schmidt Didn’t Want to Build Chrome Initially, He Says [July 9, 2009]
Comment: Chrome came out in September 2008.

3. When in Doubt, Check the Data

Deciding questions by data is to Google what eye-catching design is to Apple, or what global supply-chain management is to Walmart. It forms the spine of every major decision, and nearly every minor one. Data’s preeminence in Google’s culture helps prevent anyone at the company from pulling rank. It also wards off resistance to change. This will only become more important as Page takes over as the top decision maker at a company whose core search algorithm, PageRank, is named for him.

… Even Page has proved willing to reverse himself if the numbers don’t bear him out. …

Google’s devotion to data isn’t always an asset (as we’ll explore momentarily), but there’s likely no other way for the company to conceive of itself because that’s how Page operates. “I was talking to Larry on Saturday,” says Nikesh Arora, Google’s chief business officer, when we sit down to talk the following Tuesday. “I told him that I’d gotten back from nine cities in 12 days — Munich, Copenhagen, Davos, Zurich, New Delhi, Bombay, London, San Francisco. There’s a silence for five seconds. And then he’s like, ‘That’s only eight.’ “

4. When in Creative Mode, Don’t Start With Data

… As Google grows into more arenas where engineering alone can’t carry the day, most notably in social and handheld interfaces, Page will have to tweak this data-driven mind-set to embrace more creative types if the company is to thrive. Google has never invested heavily in hiring classically trained designers, and insiders say that due to a constant shortage of creative staff, engineers sometimes decide the look of their own products. …

And yet, despite Page’s personal inclinations, there are signs that Google is pushing itself to transcend its design deficiencies. Matias Duarte joined the company’s Android team last year from Palm, where he was lauded for creating the well-regarded user interface for its mobile operating system called WebOS. Duarte admits that since signing on, he has come to rely on data as a tool in the design process — but not, he insists, as a crutch. Whereas the look and feel of Apple’s software and hardware are kept secret and revealed to just a few people, Duarte’s designs are shared widely inside Google and with other partners and testers. (Google routinely tests products this way before sharing them with the world, calling the process “dogfooding,” as in the company eats its own dog food. Or, in Duarte’s case, “Droid-fooding.”)

Duarte points out that this openness has led to novel insights into what users want. Honeycomb, Google’s new tablet-specific version of Android, includes an eye-catching interface to show people all the recent applications they’ve been using. It’s a feature that the iPad sorely misses — and it came about only because of extensive statistical analysis of usage patterns. The lesson: Google can succeed in more creative pursuits if it pushes the limits of its data-centric culture but still relies on that culture to enhance creative solutions. “We don’t design by committee; we don’t design by focus group,” Duarte says. “But we do verify everything we’re trying to do with our design with stringent, large-scale user testing.” …

5. A Social Life Is Overrated

Page’s apparent lack of personal interest on the web’s major social sites creates a convenient narrative for Google’s dreadful record in the space — a string of failures that include Dodgeball, Jaiku, Lively, Buzz, and Wave. Orkut, the social network that Google engineer Orkut Büyükkökten launched in 2004, is still alive (it’s big in Brazil), but few Googlers consider it a success. Meanwhile, Google has had several social-networking savants in the ‘plex and let them slip away to found other companies, among them Evan Williams (Twitter) and Dennis Crowley (Foursquare). …

… “There’s an EQ — an emotional intelligence — around social software, and it just might be out of Google’s reach,” says Jason Shellen, who spent four years as a business-development exec at Google after it acquired Blogger and who now works at AOL. …

… But that’s not to say Google is giving up on social. Far from it. Its success relies on understanding how the web works, and the web is getting more social all the time. Google has continued to acquire social startups — most recently Slide for $228 million (not to mention its rumored interest in buying Twitter for $10 billion). According to sources, Google isn’t planning a Facebook clone but rather it intends to roll out new social features across all its products. Its ultimate aim seems to be to collect and analyze the social activity that’s going on across the web, beyond Facebook’s walls. …

… If Google can’t compete with Facebook directly, perhaps it can render Facebook moot by making everything else on the web feel like Facebook. Still, building a fun web-based community turns out to be harder than building a great smartphone (witness the utter failure that is Apple’s Ping). Don’t be surprised if this is one arena where Page is happy merely to have a credible offering.

6. Listen Up: Talk Is Cheap

The company became the biggest search engine in the world because it built a better product, not because it created better TV ads than Yahoo.

Google’s build-it-and-they-will-come naïveté seems almost cute in the age of Apple. Many of Google’s advances go unnoticed by the public because nobody hears about them. Do iPhone owners know that Android lets you dictate email by voice? Imagine the marketing fun Apple would have there. Or that Google Voice rings all your phones when someone calls you, and transcribes your voice mail to boot?

With its new CEO an introvert, perhaps Google will never tap its inner Apple. But maybe, in the bigger picture, that’s a trade-off worth making. Page is not a CEO out of central casting, despite the fact that Wall Street and the media tend to prefer extroverts as leaders: the superhero who puffs out his chest and delivers bold, motivating pronouncements. According to some surprising forthcoming research from management professors at Harvard Business School, the University of North Carolina, and Wharton, though, introverts can be more successful leaders — particularly in dynamic, uncertain, and fast-changing environments like the tech industry. “They tend to be less threatened by others’ ideas,” says Adam Grant, a Wharton professor and coauthor of the study. “And they’ll collect a lot of them before determining a vision.” Because introverts spend more time listening than talking, they hear more ideas.

The hallmarks of Google culture, including the weekly TGIF [Thank God It’s Friday] sessions where Page and Brin take questions from employees, are precisely about creating dialogue. Even if the company relies less on 20% time for unfettered product development, Page’s personal style is likely to keep new ideas flowing. The key for Page is to “surround himself with some extroverts,” Grant says. “Extroversion and introversion are the only personality traits where you need a balance between the two to be an effective team.” As the success of the Bing sting indicates, Page seems to be listening to his extroverts in embracing a bolder public profile — not for himself, but for Google.

Google TGIF in 2006 with new Googlers wearing propeller heads

See also: What’s it like to work in Mountain View? [Google]

Transparency is a staple of Google’s working environment – all voices matter and Googlers enjoy a variety of opportunities to share information and voice questions and opinions. For example, every Friday we host a “TGIF” [Thank God It’s Friday] event in Charlie’s Cafe, where Googlers can learn about the company’s latest news and ask their tough questions in live Q&A sessions.

7. No Goal Is Too Big (And Some Are Too Small)

That audaciousness — the ambition to tackle a seemingly unsolvable problem with deep reservoirs of money and data — is the ultimate insight into what makes Google Googley. “When people come to Larry with ideas, he always wants it bigger,” says one ex-Googler. “His whole point is that only Google has the kind of resources to make big bets. The asset that Larry brings is to say, ‘Let’s go and make big things happen.’ ” (This may explain why Page isn’t interested in a Facebook killer: “With social, there isn’t a problem for Google to solve,” says the former Googler Shellen.)

That’s what’s thrilling about Page taking the helm at Google right now. You get the sense that under his leadership, Google could try its hand at anything. More than anything else during my interviews with people who know Page, one comment stands out: “I don’t care what you put in the article,” says David Lawee, Google’s head of acquisitions. “To me, this is the real story: Larry is a truly awesome inventor-entrepreneur. My aspiration for him is that he becomes one of the greatest inventors-entrepreneurs in history, in the realm of the Thomas Edisons of the world.”

The example used in the above article to prove the point is the Statistical Machine Translation research applied in Google’s machine-translation system:

[Franz] Och oversees Google’s machine-translation system, a spectacularly ambitious effort that analyzes text found on the web to create statistical models that can transform one language into another. Machine translation is far from perfect, but Google’s project, which began in 2004, has succeeded far beyond what most experts thought possible. Including Och. Google spent a year trying to recruit him; each time, he explained to Page and other execs that what they were asking for couldn’t be done. “They were very optimistic, and I tried to tell them to be cautious,” he says. “It’s really complicated, extremely expensive, and you need very large amounts of data.”

The company hired Och despite his skepticism, and today, machine translation (along with speech recognition) is one of Google’s best-known artificial-intelligence projects. It’s also a key competitive advantage. Even on the iPhone, you’ll use Google’s software to help you read that French road sign or to transform your voice commands into text searches. Och now seems bemused by this success. Google, he says, simply had far more resources — more data, more computing power, more money — than he ever thought possible. Google can now translate 58 different languages. “When I started at Google, if you told me that five years later we’d be able to translate Yiddish, Maltese, Icelandic, Azerbaijani, and Basque, I would have said, That’s just not going to happen,” he says. “But [Page and Brin] didn’t believe me. And I guess they were more right than I was.”

Inside Google Translate [July 9, 2010]

Let’s see for more details a presentation by Franz Och who oversees that work:
Google Faculty Summit 2009: Statistical Machine Translation [Oct 5, 2009]

Google Tech Talk, July 30, 2009 [49:50] Most state-of-the-art commercial machine translation systems in use today have been developed using a rules-based approach and require a lot of work by linguists to define vocabularies and grammars. Several research systems, including ours, take a different approach: we feed the computer with billions of words of text, both monolingual text in the target language, and aligned text consisting of examples of human translations between the languages.

Google - Static Machine Translation improvements for languages launched recently -- 30-July-2009[13:28 – 14:24] … some of the languages we’ve launched recently, Hindi, Thai and Hungarian … It is quite challenging for some of the languages to find data …

Doubling Up [Franz Josef Och, Sept 29, 2008]

Machine translation is hard. Natural languages are so complex and have so many ambiguities and exceptions that teaching a computer to translate between them turned out to be a much harder problem than people thought when the field of machine translation was born over 50 years ago. At Google Research, our approach is to have the machines learn to translate by using learning algorithms on gigantic amounts of monolingual and translated data. Another knowledge source is user suggestions. This approach allows us to constantly improve the quality of machine translations as we mine more data and get more and more feedback from users.

A nice property of the learning algorithms that we use is that they are largely language independent — we use the same set of core algorithms for all languages. So this means if we find a lot of translated data for a new language, we can just run our algorithms and build a new translation system for that language.

As a result, we were recently able to significantly increase the number of languages on translate.google.com. Last week, we launched eleven new languages: Catalan, Filipino, Hebrew, Indonesian, Latvian, Lithuanian, Serbian, Slovak, Slovenian, Ukrainian, Vietnamese. This increases the total number of languages from 23 to 34.  Since we offer translation between any of those languages this increases the number of language pairs from 506 to 1122 (well, depending on how you count simplified and traditional Chinese you might get even larger numbers). We’re very happy that we can now provide free online machine translation for many languages that didn’t have any available translation system before.

So how far can we go with adding new languages in the future? Can we go to 40, 50 or even more languages?  It is certainly getting harder, as less data is available for those languages and as a result it is harder to build systems that meet our quality bar.  But we’re working on better learning algorithms and new ways to mine data and so even if we haven’t covered your favorite language yet, we hope that we will have it soon.

See also:
Statistical machine translation live [April 28, 2006)]

Google Translate adds 10 new languages… [May 15, 2008]: “We’ve recently added translation capabilities for 10 new languages to Google Translate, bringing the total to 23 languages. The newly featured languages include Bulgarian, Croatian, Czech, Danish, Finnish, Hindi, Norwegian, Polish, Romanian and Swedish.

Translate between 41 languages with Google Translate [Feb 26, 2009]: “recently added Turkish, Thai, Hungarian, Estonian, Albanian, Maltese, and Galician to the mix. The rollout of these seven additional languages marks a new milestone: automatic translations between 41 languages (1,640 language pairs!). This means we can now translate between languages read by 98% of Internet users.

51 Languages in Google Translate [Aug 31, 2009]: “we’ve added 9 new languages to Google Translate: Afrikaans, Belarusian, Icelandic, Irish, Macedonian, Malay, Swahili, Welsh, and Yiddish, bringing the number of languages we support from 42 to 51.”

A new look for Google Translate [Nov 16, 2009]:

Translate instantly: Say goodbye to the old “Translate” button. Google Translate now translates your text right as you type.

Read and write any language: Want to say “Today is a good day” in Chinese, but can’t read Han characters? Click “Show romanization” to read the text written phonetically in English. Right now, this works for all non-Roman languages except for Hebrew, Arabic and Persian.

Text-to-speech: When translating into English, you can now also hear translations in spoken form by clicking the Speaker Icon.

Giving a voice to more languages on Google Translate [May 11, 2010]:

One of the popular features of Google Translate is the ability to hear translations spoken out loud (”text-to-speech”) by clicking the speaker icon beside some translations, like the one below.

We rolled this feature out for English and Haitian Creole translations a few months ago and added French, Italian, German, Hindi and Spanish a couple of weeks ago. Now we’re bringing text-to-speech to even more languages with the open source speech synthesizer, eSpeak.

By integrating eSpeak we’re adding text-to-speech functionality for Afrikaans, Albanian, Catalan, Chinese (Mandarin), Croatian, Czech, Danish, Dutch, Finnish, Greek, Hungarian, Icelandic, Indonesian, Latvian, Macedonian, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Slovak, Swahili, Swedish, Turkish, Vietnamese and Welsh.

Five more languages on translate.google.com [May 13, 2010]: “In 2009, we announced the addition of our first “alpha” language, Persian, on Google Translate. Today, we are excited to add five more alpha languages: Azerbaijani, Armenian, Basque, Urdu and Georgian — bringing the total number of languages on Google Translate to 57.

Poetic Machine Translation [Oct 5, 2010]: “A Statistical Machine Translation system, like Google Translate, typically performs translations by searching through a multitude of possible translations, guided by a statistical model of accuracy. However, to translate poetry, we not only considered translation accuracy, but meter and rhyming schemes as well. In our paper we describe in more detail how we altered our translation model, but in general we chose to sacrifice a little of the translation’s accuracy to get the poetic form right.”

Franz Josef Och site
Google Translate blog

Google Technology RoundTable: Human Language Technology [Aug 21, 2008]

Human language technology experts at Google, Franz Josef Och and Mike Cohen discuss their exciting research in machine translation and speech technology with Alfred Spector, Google VP of Research and Special Initiatives.

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
Growth
1 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.

Acer founder Stan Shih -- 15-Oct-2009

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

Acer -- the Stan Shih Smile 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

  1. Global wage arbitrage is not just about manufacturing
  2. The US has no intrinsic brainpower advantage
  3. 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 Gianfranco Lanci with Dadi Perlmutter head of Intel Architecture Group at Computex 2010

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:

Acer chairman JT Wang -- 31-May-2010 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.

Gartner 630 with Ballmer at Gartner Symposium ITxpo Orlando 2010

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.

Gartner 630 #2 with Ballmer at Gartner Symposium ITxpo Orlando 2010

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.


*Motorola XOOM only comes in 32GB which retails for $799. We’ve normalized capacity for purpose of this comparative exercise
Source: IHS iSuppli Research, Aug 2011

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.

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 cheapestr 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.

ASUS Eee Slate 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.

ASUS Eee Pad Transformer with Honeycomb

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.

ASUS Eee Pad Slider

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

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:

  1. Mobile Productivity with docking station (Full QWERTY KB and touchpad, up to 16 hours of battery life, Unlimited ASUS WebStorage)
  2. Mini-Cinema Entertainment (Brilliant IPS panel with 178⁰ viewing angle, HDMI support, NVIDIA® Tegra™2 1.0 GHz dual-core CPU)
  3. 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.]

Brand-new tablet from Asus: OS based on Android 3.0 Honeycomb, 1.2 Mpx front and 5 Mpx back-cameras, 10.1 inches IPS LCD, nVidia Tegra 2 CPU & GPU. And a slider QWERTY keyboard in its thin design. It will be available in April and priced around 499-799 EUR in Europe.

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


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.


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.

Acer ICONIA -- Absolute Touch Experience
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 Iconia Tab A500 Android Tablet Honeycomb Demo

Acer aims to ship 5-7 million tablet PCs in 2011 [March 24]

Telecom service provider AT&T has announced that it will carry Acer’s Iconia Tab A501 4G tablet PC. Acer expects tablet PC shipments in 2011 to reach 5-7 million units, and aims to grab a 10% share of the global market, according to company chairman JT Wang.

The Iconia Tab A501 supports a 10.1-inch panel, Android 3.0 and Nvidia Tegra 2 dual-core processor. The device is scheduled to hit the market in the second quarter.

Verizon Wireless reportedly is interested in Acer’s other tablet PC, the Iconia Tab A500, according to industry sources.

Acer to Penetrate U.S. Market with 4G Tablet PC [March 25]

Suffering a sharp shrinkage in sales of netbook PCs in the U.S. due to the rise of Apple Inc.`s iPad, Acer is forced to switch focus onto tablet PCs and hence decides to join hands with AT&T, one of Apple`s major telecom partners, to fight back against the competitor, noted market observers.

The biggest functional features of the device include its interconnection with TVs and a built-in 4G LTE (long term evolution) modem. The device will be promoted along with AT&T launching its LTE services, with the selling price having yet to be determined.

To accelerate its foray into the emerging segment, the firm is scheduled to launch its first Android 3.0 tablet, Picasso, by the end of March, which, the firm`s Taiwan president Scott Lin confirmed, has been popularly ordered by retailers so far, according to the firm`s Taiwan president Scott Lin.

Acer Iconia Tab A500

AT&T Network to Support Acer’s High Performance,Android-Powered 4G Tablet [March 22]
10.1-inch, HD Ready, Android 3.0 4G Device Launching Q2 2011
Dallas, Texas, March 22, 2011

AT&T*, today announced plans to support Acer’s first 4G tablet, the Acer Iconia Tab A501, on the nation’s fastest mobile broadband network beginning this summer.

The 10 inch Acer Iconia Tab A501 will feature the Android 3.0 operating system with Android Marketplace, and an NVIDIA Tegra 250 1GHz dual core processor with integrated graphics for the fastest HD gaming, web and multimedia experience.

Designed for both consumers and small business customers, the tablet will also sport a high-resolution display with a wide viewing angle to view super sharp video and other multimedia content.  It will come equipped with a 5 megapixel rear-facing camera, a high definition front-facing camera for video chat, and an HDMI port for playing 1080p video on a high definition big screen TV.

“Consumers are seeking cutting-edge mobile computing devices and we look forward to giving them another great choice with the Acer Iconia Tab A501,” said David Haight, vice president of business development, AT&T Emerging Devices. “This tablet is packed with features that will enable HD gaming and exceptional video playback. It offers a first-class on-the-go entertainment experience.”

“We are pleased to collaborate with AT&T on mobile solutions that allow consumers to remain connected and entertained in any environment,” said Sumit Agnihotry, vice president of product marketing, Acer America.  “The Acer Iconia Tab A501 combined with AT&T’s wireless service enables consumers to enjoy their favorite movies, games, blogs and social networking sites on the go.”

Distribution and pricing will be announced at launch, expected in the second quarter.

Acer’s ICONIA TAB A100 [March 14]
Mobility at its best
2011-02-14 – Barcelona

Whether you are into gaming, social network or enjoying your multimedia on the go, the new Acer ICONIA TAB A100 is your dream come true. Stylish and compact, this 7” tablet offers unrivalled portability and matches it with the ultimate high performance, taking your mobile experience to the next level.

The Acer ICONIA TAB A100 primary focus is on providing a truly rich user experience. This is why it will be equipped with Android 3.0 “Honeycomb”, the new Android operating system specifically optimized for tablets. On the home page, resources are grouped into four main content usages, within easy reach of your fingertips:

  • Games Zone: here you can find a variety of compelling preloaded games – online 3D, console and casual – that you’ll certainly enjoy.
  • eReading, where you can find the tools you need to download or read magazines and books. Magazines with Zinio, books with Nook and LumiRead.
  • Multimedia groups all the apps you need to enjoy music, videos and photos.
  • SNS brings your social life together. Not only you can find the links to Facebook, Twitter, but also Acer SocialJogger that lets you check, post and update all of your accounts at a glance.

Also pre-loaded on the Acer ICONIA TAB is clear.fi, the Acer media sharing system that enables the seamless integration of the device in the home clear.fi environment to easily access, play and share multimedia across the home network and to instantly publish updates to social media networks.

Acer ICONIA -- A100 Android Tablet

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.

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, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance

Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]

Information about China Mobile’s related efforts on this blog:
OPhone OS (OMS) 2.0 based on Android 2.1 [July 5 — Dec 13, 2010]
3.9G TD-LTE rollout in 2012 with integrated 2G, 3G and 4G? [July 19 — Dec 14, 2010]
Could China close the gap in mobile Internet? It should! [July 21 — Oct 21, 2010]
IMT-Advanced (4G) for the next-generations of interactive mobile services, China is triumphant [Oct 24 — Nov 24, 2010]
Cloud Computing Strategy for Digital China: Taiwan is leading the way except IOT [Nov 8 — Dec 30, 2010]
Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]

Follow-up: High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]

Marvell and ASUS Team Up to Enable Mass Market Availability of TD-SCDMA Smartphones [Marvell press release, Feb 23, 2011] (emphasis is mine):

Marvell … today announced that ASUS has chosen Marvell as a strategic partner to launch a new series of TD-SCDMA (Time Division-Synchronous Code Division Multiple Access) smartphones in China. ASUS‘ new T10 and T20 series smartphones are powered by Marvell(R) PXA920 platform, the first commercially available single-chip solution which supports China Mobile’s latest version of OPhone OMS system. … delivers gigahertz speed, dynamic multimedia for mobile TV, live video, gaming and many exciting new applications, all to be unified by Marvell’s beautiful and easy-to-use Kinoma(R) software experience.

In fact there were additional three devices, T25, T60 and T Pad, as well. See the following Forbes blog article (and even more below, or a very detailed event report with plenty of photos in Chinese, or look at an English translation by Google):
Asus Brings Five Android [rather OPhone OMS, see later] Devices To China In Bid For Billions Of New Customers [Feb 23, 2011] (emphasis is mine)

On Thursday afternoon in Beijing, Asus plans to announce a wide-ranging partnership with China Mobile that will make four Asus smartphones and one tablet available to the carrier’s millions of customers.

The deal is the cornerstone of Asus’ newest strategy to boost its mobile devices business. Though Asus is widely known for its computer parts, laptops and netbooks, it remains a bit player in the global cellphone and smartphone markets.

The company hopes a tie-up with China Mobile, which is both China’s largest wireless operator and the world’s biggest carrier by subscribers, will raise its mobile profile. “China will be our biggest mobile market,” said Benson Lin, Asus’ head of mobile devices, in an interview. “China is very important to our future.”

The partnership will be something of a gamble for Asus. China Mobile, like all Chinese carriers, uses a unique technology standard (TD-SCDMA) for its 3G cellular network. That means the phones Asus is providing to China Mobile — known as T10, T20, T25 and T60 — can’t be offered to any other operator.

Lin said the potential is worth the risk. He declined to share specific sales goals, but noted that China Mobile currently has nearly 590 million subscribers. Capturing 10% or even just 5% of that audience is “still a huge number,” he said.

Though all handset makers are interested in China, many are waiting for the country to upgrade its networks to the 4G technology LTE, said Lin. Asus believes it will benefit from forging a relationship with China Mobile now, when other phone vendors “aren’t paying attention,” added Lin. Europe is currently Asus’ largest mobile market, but Asus anticipates China will replace it soon.

The opportunity has pushed Asus to customize its “T” series of phones to Chinese tastes. Instead of automatically connecting to Google for browsing, the devices will link to the popular Chinese search engine Baidu. And instead of Facebook, they will access the Chinese social network RenRen.

All of the T phones run on the 2.0 version of China Mobile’s Ophone operating system, which is a variant of Google’s mobile platform, Android [not a variant since it has a Linux core and another user interface, as the most different aspects, but compatible with Android through source code reuse – see much below]. They also utilize special processors from California-based chipmaker Marvell. The design, which combines a CPU and modem on a single chip, is more affordable, efficient and compact than systems that use two chips, said Lin.

Developing the T phones took a year and a half of intense development at Asus’ Taipei campus, said Lin. Asus already has some phones in the Chinese market, but they are at a smaller carrier, China Unicom, which uses a different 3G standard called WCDMA.

Asustek to sell new line of smartphones through China Mobile [Feb 25, 2011] (emphasis is mine)

Designed specially for the TD-SCDMA network in China, this chip [the PXA 920] will help bring down the cost, size, and power consumption of Chinese mobile devices, Asustek said in a statement by email.

The information technology industry is turning from personal computing to cloud computing, and mobile phones are expected to become the most important cloud computing devices due to a wide range of applications,” Asustek chairman Jonney Shih said in the statement.

This type of industry collaboration [with China Mobile and Marvell] represents a shift in Asustek’s strategy for its smartphone line. Last October, Asustek, which had been selling smartphones under the Garmin-Asus brand since early 2009, said it would not introduce any more co-branded handset models.

Media reports estimate that China Mobile will purchase a total of 12.2 million TD-SCDMA-based handsets this year. This includes 4 million phones designed for entertainment use, 3.2 million multi-media smartphones, 3.2 million entry and mid-level smartphones, 1.5 million high-end connected devices, and 300,000 dual-network phones.

ASUS Four New TD-SCDMA Smartphones in China [Feb 27. 2011]

The ASUS T10, T20, T25 and T60 smartphones are powered by an 806MHz Marvell PXA920 processor and known as the world’s first single chip supporting TD-SCDMA. These new handsets are utilizing a Marvell Avastar 88W8787 chip for enabling Wi-Fi 802.11b/g/n, Bluetooth 3.0, and FM radio.Asus Marvell TD-SCDMA Smartphone -- 24-Feb-2011

ASUS T10 smartphone has a 3.2-inch resistive touchscreen display with resolution of 320 x 480 (HVGA), 5-megapixel autofocus camera, front-facing camera for video calls, 512MB RAM, 512MB ROM, MicroSD card slot, and GPS.

The ASUS T20 similar the T10 handset, but it has 3.2-inch capacitive touchscreen display, TV tuner, CMMB and a more powerful battery. The Asus T25 comes with a 3.5-inch display, while the Asus T60 feature a 4-inch display.

Beside that, ASUS has also showcased the fifth handset that sports a 4-inch screen and support 4G TD-LTE network. All five smartphones are running on OPhone OS 2.0 which modified version of Android 2.1.

Marvell PXA920 Mass Market Smartphone Communication Platforms [Feb 17, 2011] (emphasis is mine)

The Marvell® PXA920 communication platform [also called Pantheon platform elsewhere, see the same Pantheon Platform Brief [Feb 17, 2011] as well] is an advanced, highly integrated 3G platform for multimedia-centric handsets. The PXA920 platform solutions incorporate the performance of Marvell’s mobile application processor with Marvell’s mature and proven 3.5G technology to provide low-cost Linux™ and Android™ handset platforms. The combination of Marvell’s advanced, high-performance, low-power application processor technology with Time Division Synchronous Code Division Multiple Access (TD-SCDMA)/High Speed Downlink and Uplink Packet Access (HSxPA)/Enhanced Data for GSM Environment (EDGE) communication support for next-generation cellular services enable breakthrough end-user experiences for imaging, HD video, music, games, and other popular handset applications.

With Marvell’s 3G technology, seamless wireless connectivity, application processing, and support for next generation cellular data services — the new PXA920-powered smartphones offer exceptional performance for browsing, instant live video, access to personal music, 3D gaming, and other popular handset applications at attractive price points. The PXA920 supports Android and other major mobile operating systems (OS).

Marvell PXA920 Block Diagram -- 17-Feb-2011

Tri-core, Shared Memory Hardware Architecture

  • Dedicated Modem and Applications Processor Cores
    – Modem RISC Core: Marvell-designed ARM9 [their pre-Sheeva core] with packet processing accelerators and L1/L2 caches
    – Modem DSP Core: Micro-Signal Architecture VLIW DSP core with L1/L2 caches
    – Marvell [Applications] CPU Technology with ARMv5 core [Sheeva PJ1 core, which is the less performant synthesizable Sheeva core, see: Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010]] supports up to 806 MHz operation (1130 DMIPS)
  • Shared External Memory Interface

Multimedia (video, 3D, audio, imaging, display)

  • Video Playback 720p at 30 fps for H.264, WMV, MPEG-4, H.263; Video Capture D1 at 30 fps for H.264, WMV, MPEG-4, H.263
  • 3D Graphics capability up to 10Mtriangle/s sustained and 20Mtriangle/s at 50% cull rate; Integrated 2D accelerator; Supports industry standard APIs.
  • Marvell’s unique Audio Accelerator Subsystem offers low power audio playback via audio streaming
  • Image Sensor support for primary and secondary smart image sensors with MIPI CSI-2 and parallel interfaces; Supports one MIPI-CSI2 serial interface
  • LCD Controller supports parallel LCD displays over an 8/16/18-bit parallel smart panel interface or a 16/18/24bit parallel active matrix interface with sync signals; Primary/secondary display supports up to 4 simultaneous overlays with base + rotation scaling

All details about Marvell’s System-on-a-Chip (SoC) products and related strategies on this blog:
Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 — Jan 17, 2011]
Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010 — Jan 11, 2011]
Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]
Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]
Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]

Blue Ocean Strategy [Wikipedia] (emphasis is mine, see also: What is Blue Ocean Strategy? Ten Key PointsBlue Ocean Strategy book by W. Chan KIM and Renée Mauborgne

Blue Ocean Strategy is a business strategy book first published in 2005 and written by W. Chan Kim and Renée Mauborgne of The Blue Ocean Strategy Institute at INSEAD. The book illustrates what the authors believe is the high growth and profits an organization can generate by creating new demand in an uncontested market space, or a “Blue Ocean”, than by competing head-to-head with other suppliers for known customers in an existing industry.

Unlike the “Red Ocean Strategy”, the conventional approach to business of beating competition derived from the military organization, the “Blue Ocean Strategy” tries to align innovation with utility, price and cost positions. The book mocks at the phenomena of conventional choice between product/service differentiation and lower cost, but rather suggests that both differentiation and lower costs are achievable simultaneously.

The authors criticize Michael Porter‘s idea that successful businesses are either low-cost providers or niche-players. Instead, they propose finding value that crosses conventional market segmentation and offering value and lower cost. Educator Charles W. L. Hill proposed this idea in 1988 and claimed that Porter’s model was flawed because differentiation can be a means for firms to achieve low cost. He proposed that a combination of differentiation and low cost might be necessary for firms to achieve a sustainable competitive advantage.

China Mobile 2010 Interim Results [Aug 19, 2010]

China Seeks Blue Ocean Dominance in Mobile Internet [Borqs company news, Jan 8, 2011]

China Mobile is striving for blue ocean dominance in China’s mobile Internet, during which, the launching of OPhone has become an important milestone. At a recent conference, Xi Guohua, Vice Minister of Industry and Information Technology of China, recognized the development and achievements of OPhone over the past two years since its birth, and expressed his wish for introducing OPhone to the global market.

the mobile Internet is the largest breakthrough innovation in the communication industry in the 21st century. Those who have dominated any blue ocean of the industry will obtain the greatest benefits and lasting advantages. The strategy and development of the mobile Internet is essential to China if the country wants to win an appropriate industry position and take the power to reshuffle the communication industry.

With the help of iPhone, China Unicom has achieved great market performance in a very short time. However, the success of iPhone attributes more to the worship of Steve Jobs by millions of Apple fans than to the product innovation of Apple. … China Unicom has no say on iPhone and has not entered into any cooperation in technology during the cooperation with Apple. Therefore, in my view, a great risk may sneak in the success of iPhone since China Unicom rests its market on a single product from its partner. This is almost against the “Blue Ocean Strategy” of the mobile Internet industry.

Quite differently, China Mobile has avoided this dependency relation wisely. Based on Android, an international advanced operating system, it develops a technical platform within its control, further cooperates with upstream and downstream vendors, and creates a global system featuring complete industrial chain with its advantage of leading position in user base. That is the origin and development strategy of OPhone.

Talking about OPhone, Mr. Li Yue, new President & CEO of China Mobile, defines the company’s short-term strategy as “Giving priority and building quality in par with competitors”. This strategy reveals the correct attitude and understanding of China Mobile in terms of the development of OPhone: The exclusive support policy used in China before shall be thoroughly abandoned to help OPhone become a powerful weapon for controlling mobile Internet. With priority given, OPhone must be built with the same and even higher quality than its competitors. OPhone, from its version 1.0 to 2.0, is reported to undergo an extensive rage of development and test in the aspects of web data processing, multimedia performance, graphic/entertainment performance, and full-range service processing. For China Mobile, whether mobile Internet is the “last ocean” in the communication industry remains unclear. But I believe that we will never act before it’s too late.

Guided by the idea of “Giving priority and building quality in par with competitors”, OPhone is breaking the monopoly of iPhone in mobile Internet. Thus, our understanding of mobile Internet is experiencing slight changes. … mobile Internet  users have no real “loyalty”: they have switched to iPhone from Blackberry today, and in future they may again switch from iPhone to OPhone. Sticking to the strategy proposed by President Li , OPhone will substitute for iPhone, and easier to use. Openness is the key to realize these two advantages. The first character “O” of “OPhone” does stand for “open”.

Other strategy related communication of relevance from the new CEO Li Yue:
China Mobile chief not optimistic on industry’s growth [Nov 18, 2010] (emphasis is mine)

“There are some who think the increase in data usage will lead to growth, but I am not so optimistic,” Li said at the GSMA Mobile Asia Congress conference in Hong Kong yesterday.

The head of the world’s biggest phone carrier by market value said operators need to offer services that integrate well with the daily lives of consumers and businesses.

Li is adding services such as a search-engine for mobile phones and wireless payments to sustain growth at China Mobile, where he took over as chief executive this year.

New China Mobile CEO builds bridges [Nov 17] (emphasis is mine)

There is a big opportunity for mobile operators to act as the bridge between different partners within the telecoms space and between the telco industry and others, and future revenue is to be found in penetrating the daily lives of mobile users, according to the new man at the helm of the world’s largest mobile operator, China Mobile.

“The mobile market will become the future channel for all walks of life,” said Li Yue, president and CEO of China Mobile, in his first international keynote speech since taking over at the telco in August.

He also highlighted some of China Mobile’s new services, including the mobile reading offering launched by the telco in May. The service has attracted more than 30 million users, and now has 6 million paying customers, Li explained.

In a bid to drive mobile data services forward, China Mobile has created a platform to engage with content creators and partners, including a pool of terminals and operating systems to aid applications developers. The company believes it can create a “win-win situation” in the mobile marketplace, where all members of the value chain benefit.

China Mobile aims to be “a bridge with all suppliers… and also a hub,” said Li, adding that the telco is working on signing up more partners.

“[The mobile Internet] is changing our traditional ecology as a mobile operator,” said Li, since it has changed the way end users collaborate. And changing customer behaviour provides “a lot of opportunities” for mobile providers, he said.

Those opportunities also include vertical markets.

“[We will] try whatever possible to penetrate into all kinds of industries,” said Li. “We are the connecting bridge with all kinds of industries.”

Related development: Government Drives New Chinese Search Engine [Feb 24, 2011]

Transcript by http://www.newsy.com

BY KELSEY WAANANEN

You’re watching multisource tech video news analysis from Newsy.
If you want something done right, you have to do it yourself. That seems to be China’s approach to the Internet. State-owned news agency Xinhua and state-owned China Mobile – China’s largest phone carrier – are teaming up to run Panguso – China’s newest – and government-approved search engine.

This joint venture was announced last summer – right after Google decided to pull out of China because the search giant refused to continue censoring material. A CBS report details the repercussions of Google’s departure.

“Now when users in mainland China go on to use this site, like this, they’re automatically redirected to a different site based in Hong Kong, where Google isn’t legally required to censor itself. … China’s own filter, known as the ‘Great Firewall of China’ is still at work screening out sensitive material. In fact there are concerns that China could now clamp down even harder…”

And it certainly looks like they have. In terms of just what Panguso is leaving out, PC Magazine notes…

“According to Panguso, Nobel Peace Prize Laureate Liu Xiaobo doesn’t exist. The same is true for the People’s University in Beijing, the first university founded after the 1949 communist revolution. “Dalai Lama” returns only tourism sites or state-sponsored criticism.”

But Panguso isn’t the only search engine on the market. Baidu, the current prominent search engine, accounts for more than 75 percent of web searches. But as TMCnet notes, Panguso offers a platform that Baidu doesn’t.

“…Baidu only controls about 36 percent of the mobile search market. By partnering with China Mobile, Xinhua may soon have a leg up on its competition in the mobile space.”

But a blogger for Download Squad suggests the Chinese government might have an ulterior motive — trying to get a slice of the search engine market.

“China already has a very strict policy on censoring politically-sensitive material, which Baidu strictly abides by — so unless it wants to further extend its control of information inside its borders, why would the Chinese government be interested in offering an alternative?”

According to Xinhua, the search engine will primarily focus on news for now. Xinhua will provide the news content — and China Mobile – the mobile subscriber base.

Follow @Newsy_Videos on Twitter

Get more multisource video news analysis from Newsy
Transcript by Newsy

ASUS Joins Hands with China Mobile to Launch ASUS TD Smart Phones [Borqs company news, Feb 28, 2011] (emphasis is mine) 

On February 24th, ASUS held the ASUS TD Smart Phone Launch & Strategy Press Conference jointly with China Mobile and Marvell in Beijing. At this conference, the strategic cooperation of ASUS with China Mobile and Marvell has become the industry focus in addition to the launch of new TD smart phones and a TD slate.

Distinguished attendants at the conference include Mr. Wang Jianzhou, Chairman of China Mobile, Ms. Li Huidi, Chairman Assistant, Mr. Wu Wining, General Manager of Terminal Business Department of China Mobile, Mr. Huang Xiaoqing [also known as Bill Huang], President of the Research Institution of China Mobile, Mr. Shi Chongtang, ASUS President, Mr.  Pat Chan, President & CEO of Borqs (accompanied by some other vice presidents of the company), and Ms. Dai Weili, President of Marvell.

Mr. Wang Jianzhou, Chairman of China Mobile, comments that China Mobile is very pleased to work with ASUS for the TD industry; since the emergence of this industry, terminal vendors have helped drive China’s TD industry. All terminals launched by ASUS at this time use OPhone OS and Marvell’s chips with significantly reduced costs, meeting the demand of China Mobile for low-price smart terminals. Also, Chairman Wang says that China Mobile will promote TD terminals this year, and purchase middle- and high-end TD terminals following its purchase of middle- and low-end TD terminals in 2010, bringing more choices to consumers.

At this conference, ASUS launches five new TD-SCDMA smart phones, including T10, T20, T25, T60 and TD-LTE, and one TD slate [TD Pad]. Based on the latest OPhone OS, these products adopt Marvell PXA 920 – the first TD-SCDMA single chip solution in the industry as core processor. TD smart phones with a single chip-based processor feature a slim body, high efficiency, and low price. By applying single chip solution into TD smart terminals, ASUS has maintained a benign partnership with Borqs and Marvell. This helps them meet the market demands for both quality but price. Furthermore, ASUS has become the first TD smart phone manufacturer applying single chip solutions in the world.

ASUS TD Pad -- 24-Feb-2011

China Mobile has maintained a good share in China’s communication market and a great potential in OPhone OS system. This may be the main reason that ASUS has chosen to partner with it. As an open operating system developed by China Mobile, OPhone OS allows users to create personalized interfaces and install applications upon their demands, delivering users the operating experience of “My phone, my decisions”. By empowering mobile terminal products to deliver innovative, easy-to-use applications and enhanced experience, OPhone OS is a better choice for Chinese users.

The joining of ASUS has further expanded China’s TD camp, signifying a brand new beginning in the TD-SCDMA industry between the Mainland and Taiwan. This will promote and expand the development of the TD industry and OPhone-based terminals, also showcasing ASUS’s robust competitiveness in the Mainland market.

Borqs OPhone OS Roadmap [Feb 2011]

OPhone OS roadmap by Borqs -- Feb-2011

Greatest Shanzhai may prove to be an OS, not a handset [March 2, 2011] (emphasis is mine)

OMS is based on the Linux Kernel, and uses Android source code and integrated Java application framework to provide a complete software platform for application developers and users. … OMS is the first Android customization project where the developer (China Mobile and partners like Borqs) customized the entire user interface and applications of Android for a non-English language (in this case, Chinese).

… In a short span of time, China Mobile has been able to rope in the world’s leading mobile manufacturers to launch smartphones in China based on OPhone mobile OS. Motorola, LG, Philips, Dopod, Lenovo, ZTE, Samsung, and Sony are just a few of the distinguished makers of China Mobile’s OPhone range.

The extensive range of phones running the OPhone OS, based on the OMS platform, supercharged the 3G business and value added services of China Mobile. The OPhone OS, although it’s a variant of Android, doesn’t support Android Market; however, it has been tailored to include a built-in mobile app market called Mobile Market (MM), and other exclusive applications like Flying Letters, 139 Email, wireless music players and many more value-added services.

China Mobile is happy with the progress of the OPhone OS and unlike the rumors of it being shelved [see: China Mobile’s Ophone is Dead [Dec 16, 2010]], they have plans to provide new upgrades in 2011. Lu Zhihu, a deputy director at the China Mobile Research Institute, confirmed new updates at the 2010 International Mobile Internet Conference in Beijing. Version 2.5 will be out somewhere in February or March 2011 and version 3.0 later in 2011, with advanced features like voice recognition and better connectivity to mobile services.

China Mobile’s partner, Borqs, has already rolled out an international version of OPhone, which has been used by Dell and will run on AT&T. China Mobile has also established an industry alliance, the OPhone Innovation Alliance, to encourage developers and manufacturers to the OMS platform and OPhone OS. Rumor has it that China Mobile now want to show more convergence with Papa Android and they are planning to bring support for Android Market and many Android features into future releases to attract more users.

Important and quite illustrative information about the significant user interface improvements in 2.0 version:
Mobile OPhone2.0 design documents Exposure: compatible Android2.1_China Mobile China Mobile G3 / TD-SCDMA [June 4, 2010]
All other details about Ophone (OMS) on this blog:
OPhone OS (OMS) 2.0 based on Android 2.1 [July 5 — Dec 13, 2010]

Asustek announces 4 TD-SCDMA smartphones [Digitimes, Feb 24, 2011] (emphasis is mine)

… and the Taiwan-based company noted that it will participate in telecom carrier China Mobile’s open bid for TD-SCDMA handsets in February with result announcement scheduled for April.

The smartphone launch marks Asustek’s first foray into the TD-SCDMA segment. The devices include the T10, T20, T25 and T60. At the press event, the company also showcased a TD-LTE smartphone, and indicated it plans to incorporate TD-SCDMA modules in its tablet PC for China Mobile networks.

Asustek’s TD-SCDMA line is based on the Marvell 920 chip. The T10 is Ophone OS 2.0 enabled.

AsusTek Announces New Handsets, Partnership with China Mobile [Feb 25, 2011] (emphasis is mine)

Taiwan’s AsusTek Computer Inc announced a strategic partnership with China Mobile in Beijing on Feb. 24 while unveiling several customized products for the Chinese telecom operator.

At a press conference, AsusTek launched five smartphones and one tablet computer, using the Chinese time division-synchronous code division multiple access (TD-SCDMA) standard for mobile communication, with China Mobile chairman Wang Jianzhou attending the event.

This is the first time that Wang has taken part in such a product launch, which market observers viewed as a move by China Mobile to show the importance of its cooperation with AsusTek.

Wang’s presence was also seen as a positive sign for the Taiwan company, which made a bid with three of its models — the T20, T25 and T60 — in response to China Mobile’s announcement on Feb. 23 that it wanted to place orders for 12.2 million smartphones.

While China Mobile is not expected to announce its decision on suppliers until April, Wang said that the company plans to purchase more high-end smartphones to offer better options to its customers using third-generation (3G) mobile services.

Meanwhile, Benson Lin, general manager of AsusTek’s hand-held devices business, said that the company’s T-10 smartphone will make its debut on the market in March.

China Mobile to procure over 10 million TD-SCDMA handsets [March 2, 2011] (emphasis is mine)

China Mobile will announce suppliers in the second quarter, with large shipments slated for the second half of 2011, the sources indicated.

China Mobile had previously placed more emphasis on low-end smartphones since international handset vendors lacked higher end devices supporting the TD-SCDMA platform. Smartphones represent less than 20% of China Mobile’s revenues versus 40% for China Unicom and more than 20% for China Telecom, according to the sources.

Since China Mobile plans to procure higher-end TD-SCDMA handsets this time, both international and China-based vendors will see orders, unlike last round of procurement when China-based companies dominated the mainstream segment.

Both Taiwan’s HTC and Asustek Computer have already formed strategic alliances with China Mobile, the makers said, adding that the two companies should receive orders as long as their pricing and specifications match the procurement criteria.

Marvell Technology Group’s CEO [dr. Sehat Sutardja] Discusses Q4 2011 Results – Earnings Call Transcript [Seeking Alpha, March 3, 2011] (emphasis is mine):

Last year, we introduced the PXA920 [see: Marvell Drives $99 Smartphones to Market With New Pantheon Platform [Feb 12, 2010] and Marvell Empowers Mass Market TD-SCDMA OPhones with PXA920 Chipset [Sept 8, 2009]]. 920 is a single-chip solution enabling mass-market availability of high-end TD smartphone markets specifically to the China market. These solutions that we provide includes a modem, application processor, management and RF devices. We are the first and only suppliers in the world with the complete high-performance TD smartphone solution for this market.

At the Mobile Congress last month, we announced the follow-on of the 920 device. The 978 [PXA978] device is a single-chip solution of TD-SCDMA but now is combined with rigorous performance and advanced 3D graphics and 1080p multimedia, as well as the traditional 3G UMTS release [indiscernible] solution to address the requirements of the rest of the world. With these new solutions, cellphone OEMs will now no longer need to design separate development platforms to accommodate different wireless standards for the rest of the world and China. And they will be able to target markets around the world saving at the same time in development cost.

Now hopefully, you can see how our TD platform strategy unfolding. The 920 introduced last year initially targeted TD high-end and as well as medium-end smartphones. However, over time, as we reduce cost of the silicon, the wafers that used to build the 920, this platform will quickly transition to low-end and high-volume smartphones replacing the feature phones, which is the sweet spot market for many of the smartphones in this market. While the 978 will emerge as the new high-end TD-SCDMA phone, as well as high-end global phone.

… At Mobile World Congress, we, Marvell, introduced Kinoma, a software platform that is dedicated to dramatically transform the consumer interactions with electronic devices. Kinoma is a new foundation for creating and delivering fast, simple user experience for a wide range of devices and offers an experience and solution that is truly integrated of silicon to applications, creating new opportunities for OEMs and manufacturers.

…. Last year, when they [China Mobile] introduced the first-generation OPhones, the first-generation OPhones were selling for $300, $400, even $500, U.S. dollars. … In contrast, today, the 920 devices … are high-end smartphones targeted for prices the range of $100 to $150 smartphones. So now, we just need to figure out. The time will tell what will be the difference in the volumes of the TD smartphones when it’s priced between $100 to $150 versus when it was priced at $300 to $500.

Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See:First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]

ARM at MWC 2011 with Marvell – Kinoma [Feb 25, 2011]

All details about Kinoma on this blog:
Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]

Marvell Announces First ‘World Phone’ Single Chip Solution: 3G TD-SCDMA Baseband Combining High Performance 1.2 GHz Application Processor with Advanced 3D Graphics and 1080p Multimedia [Feb 14, 2011] (emphasis is mine)

Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, continues to build on its heritage of mobile communications innovations with the announcement of its world phone platform based on the Marvell® PXA978 communications processor with Marvell HSPA modem. Marvell’s PXA978 is the industry’s first single-chip solution to feature 3G UMTS (Universal Mobile Telecommunications System) and China’s TD-SCDMA (Time Division Synchronous Code Division Multiple Access) standard with HSPA (High-Speed Packet Access) support and is intended to enable mobile developers to design 3G cellular devices and tablets that can be used and supported globally.

“… It’s truly amazing that a tiny chip like the PXA978 integrates both 3G and TD-SCDMA basebands, a powerful application processor, all advanced 3D graphics capability, with a very low-power profile and affordable cost structure ideal for mobile devices, such as smartphones and tablets,” said Weili Dai, Marvell’s Co-Founder. “With the addition of Kinoma‘s elegant and intuitive software experience and integration of cutting-edge mobile technologies, Marvell has enabled the entire ecosystem – in both its depth and breadth – to convert conventional cell phones into multi-functional mobile gadgets ideal for gaming, video chatting, live news, and more. This small device has the potential to make a huge impact on our world. I envision that a true world phone will transform the global economy by lowering the cost and barriers to entry for billions more consumers and innovators.”

Unlike current technology on the market, the Marvell world phone development platform is the world’s first and only available solution of its kind featuring R7 3G UMTS and TD-SCDMA with HSPA. Additionally, the platform will feature the industry’s first Mobile MIMO, Avastar(TM) 88W8797, an 802.11n 2×2 dual-band Wi-Fi SoC designed to support high data rates for next-generation mobile devices.

Original equipment manufacturers (OEMs) no longer need to design separate development platforms to accommodate different wireless standards and target markets around the world, saving months of design time and cost. Instead, they can focus on creating a wide portfolio of 3G UMTS supported phones that can be used globally with other UMTS carriers worldwide – all based on a single development platform.

Marvell’s PXA978 single chip solution uses advanced 40nm process technology and is designed to deliver 3G TD-SCDMA baseband combining high performance 1.2 GHz application processor with advanced 3D graphics and 1080p multimedia, ensuring a feature-rich, fast and exceptionally smooth user experience. Additionally, the processor’s extremely high power efficiency and true multitasking capabilities is intended to enable OEMs to design mobile devices that represent a significant leap beyond today’s most advanced smartphone and tablet devices. The platform will support all leading OS platforms.

Pixel Qi’s first big name device manufacturing partner is the extremely ambitious ZTE

Latest update: ZTE Light Tablet with Pixel Qi screen [June 3, 2011]

While this is not yet with the anti-glare anti-reflective coating and the reflective mode for touch is not yet implemented in this ZTE sample, this is how the ZTE Light with Pixel Qi might look like, the fully optimized version should be shipping in the third quarter [end of Q3] of this year.

(See also: Pixel Qi solar powered [June 3, 2011] and Shizu Pixel Qi Tablet shown at Computex 2011 [June 3, 2011])

++ Pixel Qi Joins with Shanghai Shizhu Technology to Develop a Family of Multimedia Devices Based on Pixel Qi’s Low-Power, Sunlight-Readable Displays [Oct 9-13, 2011]

Leveraging Pixel Qi’s technology, four tablets will be launched for China’s growing e-reader market, and are being shown at GITEX in Dubai. Combining Pixel Qi’s displays with Shizhu’s design creates an excellent multi-media experience in a slim, lightweight design with extended battery life. Shizhu has a key partnership with Southern Media Group, whose paper publications reach millions of subscribers daily, and whose media set the pace for investigative journalism, popular and gossip content, and online presence in China.

(See also: Content Really Matters for Tablets [Mary Lou Jepsen’s blog, Oct 12, 2011])

Latest updatePixel Qi launches 10.1″ super thin 1280×800 screen [May 31, 2011]

Here’s a new comparison between Pixel Qi and the iPad followed by Mary Lou Jepsen’s status report on the latest Pixel Qi news, their first showing of the new 1280×800 thinner 10.1″ wide view screen.

[10:20 — 10:25]:
“We think our technology will be the dominant display technology in 5 years.”
[11:17 — 11:41]:
“It’s bit market driven from our customers because we get to exist and to engage some of the largest factories that have ever been made, and for that to work their economics need very high volumes. We need to have customers who really commit to large purchase orders almost before we start to design.”

See also: Mary Lou Jepsen of Pixel Qi at TEDxTaipei [May 9, 2011] (emphasis is mine)

Also watch: John Ryan COO of Pixel Qi and John Watlington Vice President of Hardware Engineering at OLPC

You have to consider, while it has been 23 months ago that I [i.e. Charbax] published my first Pixel Qi interviews from Taiwan (2), (3), (4), (5), (6), (7), (8), (9), (10), (11), (12), (13), (14) while that might sound like a long time, in the display industry, 2 years is peanuts. Things move rather slowly there. Since then, there has been an economic crisis and a sort of re-focus from netbooks to tablets, although netbooks have sold more than 100 million units in 3 years, the display investments are focused on tablets. The display business can be considered to be the worlds biggest non-profit industry, the 5 biggest LCD makers who produce 90% of the worlds LCDs, produce for $120 Billion in screens every year but can only make small profit margins out of that because of the strong competition and the large volumes shipped. Those companies that produce the worlds LCD screens have very high costs, very high risks, little flexibility. Let’s hope Pixel Qi has amply well convinced the big LCD makers like Quanta, CPT, Chi Mei, Samsung, LG, Sharp, Sony, Foxconn, let’s hope that they have all signed with Pixel Qi and that they are all right now in the process of tuning the mass manufacture of millions of these screens for all the worlds upcoming Chrome OS notebooks, ARM Powered Macbooks, Kindle4s, iPad3s, a solution for using the interactive UIs of Android on all the worlds e-readers. It would also be nice to double the battery runtime and improve outdoor readability on all the worlds Smartphones using Pixel Qi.

On Mobile World Congress 2011 the Chinese ZTE Announces Smart Terminal Strategy Aiming At the Middle-to-High-End Markets [Feb 15] (emphasis is mine):

The smart terminal strategy signifies ZTE’s accelerated move to embrace the middle-to-high-end markets, while demonstrating its commitment to offering an entire range of star products in the smart device market. The product portfolio will span from smart personal devices to smart home and business products. Currently very few companies in the industry can offer smart products in all three categories.

The latest IDC report shows that ZTE was among the top five in the world in terms of the sales volume of handsets in 2010. According to analysts, ZTE’s previous terminal strategy focusing on middle-to-low-end products obviously no longer fits with the current competition landscape and the company’s own position in the industry.

ZTE, with its dominant presence in the smart terminal arena and deep understanding of smart technologies trends, has been increasing its investment in this field. In the last two years, it has become a mainstream player in the global smart terminals markets with the introduction of star products including the first WM6.5 smartphone, Bluebelt 2, the Blade Android smartphone, and the Light tablet PC. The great performance of the Blade in high-end markets including Europe and Japan has also proved its operational ability in the smart products market.

Smart terminal devices at MWC 2011

ZTE is showcasing an entire range of smart terminal products to the industry at this year’s Mobile World Congress, including the Skate Android smartphone with its 4.3-inch super-large screen, the Amigo Android slide-cover phone specifically designed for young and fashionable users who like social networking; the Blade Android smartphone and the Brew MP handset, the F952, which is based on the WAC (Wholesale Applications Community) standard, as well as the Rugged Blade which incorporates “three proof” (dustproof, waterproof, and shockproof) functionality.

ZTE also showcased the Light series tablet PCs – including the 7 inch Light which is popular in Europe, Australia, and Russia, the Light 2 which will be the first tablet that uses the Pixel Qi’s sunlight-readable liquid crystal screen and DOLBY sound system technology, and the Light 10-inch, which features a faster processor, supports Android 3.0 and will be launched in Q3 2011.

In addition, with the Internet TV Box, ZTE is able to integrate TV as a consumer electronics product for home use into the camp of smart terminal products as it uses multiple Internet access modes including 3G, HSPA+ and WiFi to make it a novel integrated terminal combining Web surfing, HD movies, video calls, gaming, and DLNA at the same time.

Latest update: Pixel Qi launches new displays at Computex [May 19]

At Computex 2011 we will show two new additions to our family of sunlight-readable low-power displays. Both the new 7″ display (1024×600 resolution) and the new 10″ display (1280×800 resolution) build on Pixel Qi’s award-winning technology delivering excellent rendering of multi-media and e-reader content under any conditions – and at a power savings of up to 80% over conventional LCDs.

Latest update: Pixel Qi takes aim at Android tablets with higher-res 10-inch and 7-inch reflective LCDs (hands-on) [May 31, 2011]

… the team has returned to Computex with the 7-inch (1024 x 600) panel that was teased in December last year and a new higher resolution 10-inch (1280 x 800) panels offering an 80 percent power savings over conventional LCDs, according to Pixel Qi. In fact, the 10-inch panel consumes just 2.7W in color mode or 0.4W in reflective “eReader” mode.

We had the chance to see the new displays up close here at Computex and were immediately struck by the improvement in pixel density on the 10-inch panel. Making the leap to WVGA has been a major boon, as identical images looked sharper and better-defined than on the 1024 x 600 current-gen Pixel Qi display. The brightness on the new screen is lower than on its predecessor, but that’s because the company still hasn’t finalized things — we’re promised significantly better readability with the backlight off in the final product and brighter pictures when it’s on. The 7-incher, originally intended for mass production in the second quarter will now sample in Q3, to be followed by the more pixel-dense 10-inch model, which will hit production in Q4. Scope out the newness in the gallery below or jump past the break for video.

This is extremely good news for Pixel Qi trying to pursue device manufacturers to use its outstanding screen technology for more than a year already. Their press release is quite proud to announce that ZTE introduces 7” Tablet PC with Pixel Qi’s Sunlight Readable Low Power Display [Feb 14] (emphasis is mine):

Leveraging leading edge technologies from both companies, the Light 2 tablet combines the features and performance of a 1GHz processor running the Android operating system with a 7-inch high-resolution Pixel Qi display to offer an excellent multi-media experience in a slim, light weight design with extended battery life.

“We are excited to partner with Pixel Qi to bring their innovative display technology to market,” said Adam Zhang, VP & President of ZTE Mobile Broadband Device. “It brings a new level of performance to our family of tablet PC’s, rendering excellent images under any light conditions.”

Working with ZTE, a world-leading telecommunication company with a global customer base, provides us with an extraordinary opportunity to address a world-wide market,” added Dr. Mary Lou Jepsen, CEO and founder of Pixel Qi. “We look forward to a long-lasting partnership.”

The display is manufactured in a Pixel Qi partnership with CPT (Chunghwa Picture Tubes Ltd.). Based in Taoyuan, Taiwan, CPT manufactures nearly 40 million displays per month and is the #2 manufacturer of small and middle sized LCDs in the world. [See more on that in my post Pixel Qi and CPT alliance for sunlight readability [Dec 22, 2010]]

The ZTE Light 2 tablet PC features a 12.6mm super slim design, Android 2.2, a hi-speed 1GHz processor and 4GB of memory. The 7-inch low-power Pixel Qi display has multi-touch capacitive touch screen and a screen resolution of 1024×600 pixels delivering a pixel density of 170 pixels per inch.

Pixel Qi’s award-winning 3Qi display technology renders quality full-color images plus full-motion video and, in high ambient light levels, its reflective mode contributes to the image allowing the backlight to be turned down or off. This delivers significant power savings and a very comfortable reading experience.

Update: Why Amazon Will Enter the Overcrowded Tablet Market [May 23, 2011] (emphasis is mine)

In a recent interview with Consumer Reports, Amazon CEO Jeff Bezos was asked if Amazon would make a tablet. He coyly responded with the comment “stay tuned” but gave no other specific details about a product of this nature. He basically confirmed, however, that something like this was in the works. He also pointed out that if Amazon made a tablet device, the reading experience would be at the center of its design.

My sources in Taipei say that the actual product is set to debut in time for the holidays and that the device will use a display similar to the one in the Nook and the Galaxy Tab. They also tell me that the original RFQ wanted a screen that could switch between an easy-to-read black and white E Ink-like display and a color LCD, but that this type of screen, which is already in the works by at least two vendors, will not be ready for the market until at least 2012 or early 2013. So Amazon was forced to use a 10-inch screen that was available now, which is LCD-based. It will also reportedly have a 7-inch model. And I am hearing it will sport a new version of Nvidia’s Tegra quad-core chip and will be using Android as its OS.

So at least quantity wise there are still problems with PixelQi manufacturing.
More information on this update:
Amazon Tablet PC with E Ink Holdings’ Hydis FFS screen [May 3, 2011]

The new 7” display has already been shown at CES 2011. See the detailed First look at Pixel Qi’s 7 inch display, new netbooks, tablets [Jan 6] report from Liliputing and the video from them:

Pixel Qi’s displays can function both as full color LCD screens and as high contrast, grayscale displays which are viewable without a backlight by relying on ambient lighting — much like an E Ink display. The difference is that while E Ink screens have slow refresh rates, a Pixel Qi display can handle full motion video whether the screen is in color or grayscale mode. The only difference is whether the backlight is on or off.

Turning off the backlight not only makes a netbook, tablet, or other device with a Pixel Qi screen readable in direct sunlight — it also drastically reduces the amount of power used by the display — which is often one of the most power-hungry components of a computer.

The new, smaller display has the same 1024 x 600 pixel resolution as the 10 inch model. Pixel Qi has also improved the viewing angles — although they’re still not great. With the backlight off, you can view the screen from pretty wide angles. But in full color mode, the colors start to wash out pretty quickly when you view the screen from the side, which is a bigger problem with tablets than netbooks.

And here is a report from the press conference on ZTE Looking to Break Into High-end in 2011 With Smartphone, Tablet, & STB Selection [MWC] [Feb 14] (emphasis is mine):

I attended ZTE’s press conference – it wasn’t the most popular at this event, of course. But they’ve done exceptionally well with their smartphone push in 2010 and are looking to up the stakes in 2011. They will do this with a selection of new smartphones and tablets geared toward the high-end.

….

ZTE’s campaign plans becoming somewhat clear from their companion press release ZTE Unveils Skate Smart Phone at GSMA Mobile World Congress [Feb 15] (emphasis is mine):

Inspired by the skateboard, the ZTE Skate is fashionably thin and lightweight at only 120g, featuring a large 4.3-inch screen to provide an optimal web surfing experience to consumers. It uses the Android 2.3 operating system, an 800MHz processor and the Adreno 200 graphics processing unit (GPU) to support the widescreen, high-definition display. In addition, the ZTE Skate also incorporates a 5MP camera, multimedia Bluetooth extension, A-GPS capability, hardware compass, and G-sensor.

The open Android operating system ensures that Skate can run an extensive range of apps, meeting not only the in-depth customization needs of operators, but also providing a user-friendly UI, and convenient and powerful multimedia features. Skate supports GSM/GPRS/EDGE at 900/1800/1900MHz and HSDPA/UMTS at 900/2100MHz, as well as WiFi internet access.

The ZTE Skate is expected to be available from May 2011 in markets worldwide. The smart phone launch also kicks off ZTE’s “Light Your Smart World” smart product strategy.

An IDC report shows that ZTE has become one of the world’s top five handset makers – in 2010 the company’s global shipment of handsets reached 60 million units and terminal products over 90 million units. Signature models such as the ZTE Blade and ZTE Light became bestsellers across multiple markets, achieving outstanding sales records in more than 30 countries including Europe and Japan, within a very short period of time. The ZTE Blade was also frequently referred to as the “Most Valuable Smartphone” by media in these markets.

Pretty impressive numbers which – also given ZTE’s very close releationship with the operators – is giving a pretty good chance that the Pixel Qi based tablet will become a bestseller quite soon.

ZTE has outstanding position and extraordinary market aspirations which could benefit Pixel Qi’s long unfulfilled aspirations as well . This could be best understood from the following press releases and reports:

China’s ZTE aims for top 3 in telecom gear [Reuters, Feb 14] (emphasis is mine):

It would be a major move for ZTE, which is smaller than its better-known Chinese counterpart Huawei, and holds roughly 5 percent market share in wireless gear, according to Bernstein Research.

“We want to be in the top three in terms of revenues and market share,” said Xu Ming, vice-president of wireless services in an interview at the Mobile World Congress in Barcelona.

Founded in 1985 in the southeastern Chinese city of Shenzhen, ZTE earned about half of its revenues outside China last year by selling both handsets and fixed and wireless network gear.

It benefits from a low-cost base like Huawei, but its margins are lower because of its lack of scale in many business lines, according to analysts.

ZTE Records RMB100 Billion [US$15.2B] Contract Sales in 2010 [Feb 15]:

The fastest-growing vendor in the global telecom sector

14 February 2011, Shenzhen – ZTE Corporation (“ZTE”) (H share stock code: 0763.HK / A share stock code: 000063.SZ), a leading global provider of telecommunications equipment and network solutions, today announced that in 2010 it secured contract sales worth up to RMB100 billion and a growth rate of 26%, making ZTE the fastest-growing vendor in the global telecom sector.

ZTE made this milestone achievement despite the current economic turmoil. The global market and domestic market in China both experienced a deterioration in 2010, with an annual decline in telecom investment in each market by 3% and 14% respectively.

According to a Frost & Sullivan report, “Insights on 2010 Market Performance”, ZTE has the highest compound annual growth rate (CAGR) among the top vendors in the global market. It recorded a CAGR of 28.01% between 2008-2010 and 37.48% between 2006-2010.

ZTE has achieved 29% growth of its contract sales in overseas markets especially in Europe and North America. A growing number of leading players such as France Telecom, América Móvil, MTN and Softbank embark on co-operation with ZTE and appreciate the firm’s commitment to excellent delivery. ZTE’s terminal products — Blade, Racer and Light — were sold out in the European market for the first time, highlighting the company’s strong brand reputation.

The 3G investment in China market slowed compared with the peak of 2009, and fell from RMB 160 billion in 2009 to RMB 122 billion in 2010. However, tri-network integration boosted the investment in fixed networks which enabled ZTE to achieve 22% growth in the domestic market.
Stabilization in its market share of wireless product s and focus on the 3G terminal market will consolidate ZTE’s market position and guarantee its steady and sustainable growth in the future.

ZTE Announces Preliminary Financial Results for 2010 [Jan 28] (emphasis is mine):

(Hong Kong, 27 Jan 2011) – ZTE Corporation (“ZTE” or the “Group”) (H share stock code: 0763.HK / A share stock code: 000063.SZ) today announced its 2010 Preliminary Financial Results.

Applying PRC ASBEs, during the year under review, the Group’s revenue from principal operations was approximately RMB70,332 million [US$10.7B], representing an increase of 16.69% compared to 2009. Net profit attributable to shareholders of the company was RMB3,254 million, representing an increase of 32.39% against 2009 and earnings per share amounted to RMB 1.18. The increase in net profit was mainly attributable to Group sales growth and the recognition of investment income from the listing of one of the company’s associates, Nationz Technologies Inc. by way of an initial public offering.

As of 31 December 2010, the total assets of the Group increased by 20.40% to RMB 82,287 million compared to the end of the previous year; Shareholders’ equity attribute to the owners of the company increased by 37.28% to RMB 23,097 million compared to the end of the previous year, which was mainly attributable to an increase in retained profits during 2010 and the growth in share capital and capital reserves following the company’s placing of new H shares in January 2010 and the exercise of the company’s A share Warrants in February 2010.

ZTE says 2010 net profit up 32 pct on better sales [Reuters, Jan 30] (emphasis is mine):

ZTE 2010 net profit 3.25 bln yuan vs 3.1 bln yuan f’cast

* After extraordinary items, net profit down to 2.8 bln yuan (Adds details, background, analyst quote)

HONG KONG Jan 27 (Reuters) – ZTE Corp (0763.HK)(000063.SZ), China’s No. 2 telecoms equipment maker, reported a better-than-expected 32.4 percent rise in 2010 net profit on Thursday, helped by improving demand for infrastructure projects.

ZTE said it expects to make a net profit of 3.25 billion yuan [US$0.5B] for the full year 2010, better than expectations for a 3.1 billion yuan net profit, according to a poll of 21 analysts surveyed by Thomson Reuters I/B/E/S.

The company made a net profit of 2.46 billion yuan in 2009, it said in a statement posted on the Hong Kong stock exchange. It also had to take a one-time extraordinary item that lowered its net profit to 2.8 bln yuan, but did not give any further details.

“The bottom line results look fairly positive,” said Alen Lin, an analyst with BNP Paribas in Hong Kong. “Looking at the revenue figures, it’s likely that India has already contributing to the company’s numbers.”

New Delhi banned Chinese telecoms equipment on security concerns for most of last year and only allowed sales to resume in September, hitting revenues at ZTE and its bigger rival Huawei Technologies [HWT.UL].

Together the two companies grew up selling equipment to the Chinese mobile market but have increasingly become formidable players on the world stage scoring major contracts in Europe and some developing countries.

In the United States, however, there has has been opposition from some factions that have raised concern about the security threats posed by a Chinese company selling telecoms equipment to U.S. operators.

“The U.S. has never counted much for ZTE, and I think this will likely remain the case for at least this year,” said Lin at BNP Paribas. (Reporting by Kelvin Soh; Editing by Hans Peters)

Kinoma is now the marvellous software owned by Marvell

A leading chip, even SoC company buying a leading software company and moving immediately with that into the heart of the Android software and solution market? It is not so strange if one is considering Marvell’s strategy as expressed in my posts: Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010] and Marvell to capitalize on BRIC market with the Moby tablet [Feb 3]

Follow-up:
– First real chances for Marvell on the tablet and smartphone fronts
 [Aug 21 – Sept 25, 2011]
High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]

But, Kinoma as a marvellous software? Here is a video recorded yesterday at Mobile World Congress 2011 by IntoMobile in which Kinoma is demonstrated on the last year’s leading Android 2.1 based (now with 2.2 already) Nexus One by Google & HTC device, and this is the best proof of such judgement by itself (after that you can also follow the Android community responses on the Android Central’s Kinoma Play for Android beta):

IntoMobile:
“We take Marvell’s Kinoma platform for a spin with Kinoma Play. The third-party app runs on the Kinoma runtime, and beats out native apps in terms of performance and battery life. The demo speaks for itself.”
Truly amazing closing remark from Marvell’s Peter Hoddie in the video:
“Not just a bunch of application silos but you are really getting a suite of applications that works together and cooperates to give you the kind of user experience you expect to have.”
My own comment: a much needed enhancement for the whole Android world.

Some quotes from IntoMobile’s Hands-on: Kinoma Play – When third-party apps beat native app performance [Feb 14] article accompanying the above video (emphasis is mine):

What is Kinoma? Well, to put it simply, it’s an application platform that runs a virtual environment on your smartphone … But, unlike other runtime solutions (cough, Java, cough), Kinoma integrates with your phone at almost the hardware level, allowing it to optimize apps for speed and power usage. The end result are apps that run within Kinoma’s runtime that can outperform even the fastest native apps out there.

We got a chance to sit down with Kinoma’s Peter Hoodie at Mobile World Congress 2011 to see what the app runtime, recently acquired by Marvell, can do. We were amazed that Kinoma Play was able to load full-resolution pictures in it’s gallery in near real-time. In less than a second, full-res images were ready to zoom and pan in the Kinoma Play image gallery. We were also impressed by the super fast, but still smooth, scrolling capabilities of Kinoma. And, to top it all off, Kinoma Play apps were capable of cross-communication, allowing apps to share their data on demand with other apps.

The idea here is to get Kinoma out to market and get developers to start making apps using the Kinoma platform.

Then there is another article about Kinema by VentureBeat emphasizing another aspect: Chip maker Marvell debuts a cool mobile user interface with Kinoma Play [Feb 14] (emphasis is mine):

Kinoma Play is a user interface for smartphones, tablet computers, and other mobile devices. It can be built into a single application or become the user’s main interface for operating the multimedia apps on a phone. Kinoma Play is a beautiful, functional, fluid and fast interface. It works great with a touchscreen, letting you do tasks more easily, such as flipping through your music collection or zooming in on a face in a picture. Marvell acquired the small software company Kinoma with just 12 people a month ago.

Kinoma Play can move really fast. It loads a five megapixel photo in under one second, compared to three seconds for other software. You can put your finger on a touchscreen and hold it there. The software will zoom in on the spot in the photo where you are pressing. You can scroll through music or video collections as if you were looking at a carousel. And you can do that in either horizontal or vertical modes. If you run a video and then exit to the main menu, you can still see a video icon with the video imagery moving.

Founded more than eight years ago, the Kinoma team created software that ran on the Palm operating system and Sony’s original Sony Reader eBook device. Some 40 or 50 apps were built to work with Kinoma Play, which is not a full operating system but a subset of one, dubbed a user interface. Kinoma Play has been used on some phones in Japan and the Google Nexus One. It’s also being designed into phones that are coming out in the future.

And here Kinoma Play is shown on the Samsung Galaxy tablet as well in the accompanying video (from 3:58 on):

VentureBeat:
– “We’re a bunch of software guys who worked on things like the original Quicktime” media player, Peter Hoddie VP of the Kinoma Platform at Marvell said. “We have deep roots in software.”
Kinoma About our Team:
Peter Hoddie: For nearly a decade, Peter played a central role in defining, building, and promoting Apple’s trailblazing QuickTime technology.
Brian Friedkin: As a Principal Engineer at Apple, Brian was a member of the small engineering team that brought Quicktime to Windows. He also researched and developed prototype QuickTime software targeted at small devices.
Michael Kellner: At Apple Computer he was involved in open systems platforms, focusing primarily on developing multimedia infrastructure and core system software that was used in multi-platform QuickTime and became the basis for the development authoring platform Carbon in Mac OS X.

Marvell sells billions of chips each year for mobile devices. The combination of the two makes sense because Kinoma Play runs efficiently on both lightweight and heavy-duty hardware. This approach is called a “stack,” where Marvell provides not only the hardware but the software that makes the hardware functional.

Marvell is a hardware company that sees what software means,” [Peter] Hoddie [VP of the Kinoma Platform at Marvell] said. “It is working its way up the stack.”
[Note that the Kinoma like platform software is far the best for Marvell strategies indicated above. They can add Kinoma to whatever Linux distribution (or other OS like vxWorks, u-boot, Windows Mobile 6.1/6.5, Windows CE etc.) they generally and to Fedora 11 and above which particularly with OLPC are using, as well as the Android used by their Moby tablet effort or elsewhere.]

Hoddie said that Kinoma Play can work on phones with slow 150-megahertz processors because it is built into a very low level of an operating system. It has a performance advantage over software that sits on the highest level. It can thus flip through a collection of photos at a much faster speed than other photo viewers could. It works on either capacitive (multitouch) screens or resistive (single-touch) screens.

Kinoma Play can pretty much run on any operating system. Over time, Hoddie expects to make the platform available as open source software so that others can modify it for their own purposes. After all, Marvell wants to make money selling chips, not providing software. Users who learn how to use Kinoma Play on one device will find they can use it on another.

Hoddie said Marvell can take Kinoma Play’s user interface into new markets such as home automation controls and smart meters. In these markets, the hardware is often light years ahead of the software, which is often difficult to use because it has been designed by engineers who aren’t used to creating consumer software. The first phone with the new version of Kinoma is expected to launch at the end of February.

The press release from the new owner says not less than: Marvell Introduces Kinoma – Revolutionary Open Software Platform to Unify Applications [Feb 14] (emphasis is mine):

Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced Kinoma®, a software platform that will dramatically transform the way consumers interact with the devices that fuel their digital lives. Kinoma is a new foundation for creating and delivering fast, simple user experiences for an unprecedented range of devices. Through its recent acquisition of Kinoma Inc., a visionary creator of mobile media software, Marvell now offers an experience and solution that is fully integrated from silicon to applications, creating new opportunities for original equipment manufacturers (OEMs) and manufacturers while freeing developers from traditional restraints.

“We are living in an exciting world of proliferating electronic devices.  They are becoming a key part of our lives. More than ever consumers demand great ease-of-use and seamless connectivity across all these devices,” said Weili Dai, Marvell’s Co-Founder. “I am very excited to bring the talented Kinoma team to Marvell – it is our mission to coherently integrate our industry-leading hardware solutions with beautiful software experiences to enable the entire ecosystem to address this emerging demand.  The addition of Kinoma – a simple, intuitive, easy to use software experience optimized for Marvell’s total silicon solutions – provides a unified look and feel across an array of products from handheld devices to smart appliances and smart furnishings. …”

To encourage broad industry adoption, Marvell will offer Kinoma under an open source license. Developers will be able to adapt Kinoma for any device they can imagine. Marvell will also provide two software development kits (SDKs). The first SDK is for application developers to fully integrate their content and services into Kinoma powered devices. The second SDK is for OEMs and manufacturers to port and customize Kinoma for their products.

Marvell will announce further information on developing with Kinoma and licensing in the coming weeks.

And here is the Kinoma value proposition video as released simultaneously by Marvell:

Kinoma Play for Android beta availability has been announced just on the forum of Kinoma, see Sign up for the Android beta NOW [Feb 13]. On their homepage (http://kinoma.com/) you can also signup for the Kinoma app developer SDK avaialbility. This was welcomed enthusiastically by Kinoma users, see Finally! [Feb 14]. Regarding Windows Phone 7 see what Kinoma said on that in the Some space for Kinoma on Windows Phone 7 [Nov 22, 2010] topic (emphasis is mine):

[as the issue has been raised by the creator of the topic]

I’m using Windows Phone 7 for 3 weeks. All I can say is that Zune is absolutely great as an audio player. Still I regret some Kinoma’s features, and all I can say is that, despite Zune, there is some space for Kinoma on WP7.

Indeed, we are missing a lot of features on Zune, and especially access to third party services (RSS, shoucast, Bing Images, Flickr, Last.Fm, Box.net, etc, etc, etc…)

Therefore the Last.fm team shall really reconsider the opportunity to join Windows Phone 7.
A Kinoma App to complete Zune would be fabulous.
WP7 is the future, but it would be even better with Kinoma.

[as the issue has been answered by Kinoma]

Regarding Windows Phone, there’s currently no official way to develop native apps for it, and so no way to consider bringing Kinoma Play to that platform. Once Microsoft provides an SDK for native apps, we’ll definitely take another look.
— Charles Wiltgen

There was a somewhat more detailed answer to that from the same person in the Possible update of Kinoma [July 22, 2010] as well:

Actually, we can’t support Windows Phone 7 because that OS doesn’t have the ability to support native apps. Mozilla has announced that they’re not supporting Windows Phone 7 for that and other reasons as well.
In the meantime, “Windows Phone Classic” support is going to be important to Kinoma for several years. It’s going to continue to be the Windows Phone OS of choice for emerging markets and enterprise, and emerging markets are very important to indie developers like Kinoma because that’s where the volume’s at.
— Charles Wiltgen

Kinoma’s Success Story before the acquisition by Marvell

Kinoma Play in fact has been first introduced two and a half year ago for Windows Mobile smartphones, see Kinoma Introduces Kinoma Play — the world’s first mobile media browser [Aug 25, 2008]:

With Kinoma Play, smartphones now have digital media capabilities that meet, and sometimes even exceed, what users can do on their personal computers. Kinoma Play goes beyond organizing and playing a user’s video, audio and picture files, by bringing in media from around the Internet through the built-in Kinoma Guide, the most comprehensive catalog of the freshest, most diverse mobile media available.

Kinoma Play provides on-demand access from your phone to an unparalleled range of content:

  • Media files – Play the music, video, pictures, panoramas and audio books on your phone
  • Media services – Share your Audible.com, Flickr, iDisk, Live365, and YouTube accounts between your phone and computer
  • Internet – Explore a terabyte of constantly updated, free streaming podcasts, music, radio stations, web-cams and audio books from thousands of providers including ClearChannel, CNN, NPR, Reuters, SHOUTcast, TUNED.mobi, and SomaFM
  • Home PC – Access the gigabytes of music, video and pictures on your home PC from your phone – both on-demand streaming and download

Among the key innovations in Kinoma Play:

  • Streaming podcasts – Instead of tediously downloading and syncing, podcasts stream on-demand, so users are always up to date
  • “Media First” user interface – User interface elements all-but-disappear when viewing photos, listening to music, or watching video to keep the focus on the media
  • High quality YouTube – Kinoma Play provides high quality YouTube video by playing the same feeds delivered to your PC, when bandwidth permits
  • Integrated search – Search your phone, your home PC and the Internet to find what you want
  • Menu Pod – A beautifully animated dynamic menu providing fast access to many powerful features

Pricing & Availability

Kinoma Play is available at the Kinoma web site (www.kinoma.com) for a one-time payment of $29.99. The software is compatible with Windows Mobile 5.0 and higher.

It was immediately recognized by The Wall Street Journal: “Kinoma Play desperately needed by Windows Mobile users” [Aug 27, 2008]

10 days later the company announced that the first post-launch Kinoma Play update now available [Sept 5, 2008] for a wide of devices from Samsung and HTC as well as a few from HP, ASUS and Dell.

No wonder that just 7 months later Kinoma Play chosen as anchor application for Windows Marketplace for Mobile [March 31, 2009]:

The recently announced application marketplace will be included with all Windows phones based on Windows Mobile 6.5 this fall.

“Enthusiasts have embraced Kinoma Play as a ‘must-have’ application that shows how powerful the Windows Mobile media experience can be,” said Peter Hoddie, co-founder and CEO of Kinoma. “Windows Marketplace for Mobile opens up users to a new experience where they can discover and experience dynamic applications, like Kinoma Play, on their Windows mobile device.”

“As a creator of mobile media software, Kinoma offers technology that is a great asset to the Windows Marketplace,” said Steve Hegenderfer, group product manager, Microsoft. “We look forward to making it easy for millions of Windows phone users to download Kinoma Play, one of the latest mobile media browsers available for finding and accessing video, audio and pictures.”

At the same time it came that Kinoma to preview Kinoma Play for Symbian/S60 at CTIA Wireless 2009 [March 30, 2009]:

Kinoma Play for S60, slated for launch on Nokia’s forthcoming Ovi Store, lets consumers see and hear their favorite media faster.

“Kinoma Play for S60 is a natural progression for us,” said Peter Hoddie, co-founder and CEO of Kinoma. “S60 on Symbian OS is the world’s leading mobile platform, and that’s appealing because we want the whole world to be able to enjoy the Kinoma mobile media experience. Through Forum Nokia, we get access to devices like the Nokia 5800 XpressMusic which is a great showcase for Kinoma Play, and we’re excited about the prospect of being able to connect with Nokia customers through Ovi Store.”

As well as the news that Kinoma Play to debut in Japan on SoftBank handsets [March 31, 2009]:

Kinoma Play for SoftBank is available immediately for users of the advanced SoftBank X04HT and SoftBank X05HT handsets by HTC.

Then another 2 months later the news came that Kinoma Play Debuts with World’s First “Snapdragon” Phone on NTT DOCOMO, Japan’s Largest Mobile Operator [May 20, 2009]:

“Sorry iPhone fans,” said Peter Hoddie, CEO of Kinoma. “The unbelievable combination of NTT DOCOMO’s network, Toshiba’s stunning T-01A, and our own Kinoma Play set a new bar for how cool a phone can be.”

A week later the actual functionality of Kinoma Play has been extended with social networking services like Twitter and Facebook integrated into it. See Kinoma Introduces World’s First Mobile “Social Media Browser” [May 28, 2009]:

With today’s release of Kinoma Play, the best way to find, play and share media on a mobile phone is now also the best way to find, play and share media across social networks and media services like Twitter, Facebook, YouTube, Flickr and Picasa.

  • Cross-social sharing – Kinoma Play’s unique approach to supporting social media services and social networks breaks down the barriers between them and is key to its “share everything with everybody” approach. Users can share YouTube videos on Facebook, share Facebook photos on Twitter, share tunes via SMS, and more — because everything’s a first-class citizen, they can do it in a way that would otherwise be clumsy or impossible.
  • Your mobile media home – Users can now create personal Home screens for fast access to their favorite stuff. Exclusive ZoomLinks let users jump instantly to almost anything — individual items, entire albums, even to specific features of any Kinoma Play application. They can make pages that collect friends’ Flickr photostreams, YouTube favorites and Twitter tweets, pages of “presets” to live radio streams and podcasts — the possibilities are infinite.
  • Twitter – Allows users to tweet about the music, videos and podcasts they love on the world’s largest microblogging site. They can update their status, and photo-blog their day for friends, family and followers all around the world with built-in TwitPic integration. There’s even built-in search so users can see what the world’s saying about breaking news, or about themselves.
  • Facebook – The world’s largest social network is also the world’s largest photo sharing site, and Kinoma Play is now the easiest, most convenient way for users to update their status and instantly share the pictures that tell the story of their life.
  • App stores — Kinoma Play’s built-in store allows users to download and update their Kinoma Play apps. With two clicks they can install the Mobihand Store app to buy Windows Mobile apps for their phone, check out screenshots and YouTube video demos before they buy, and even download free trials.
  • YouTube — Kinoma Play is now the world’s most comprehensive mobile application for YouTube, the world’s largest social video site. There’s an all-new user interface and tons of features — upload, browse, search, play, favorite, rate, comment, share and lots more.
  • Last.fm — It’s the music service that “learns what you love” and now Kinoma Play lets users share their love of music with the world. Users can automatically “scrobble” while they listen, see and read about favorite bands and artists, find more artists like the ones they love and connect with what their friends are listening to as well.
  • News Reader — Kinoma Play’s new built-in news reader application lets users read their favorite blogs and other news right within Kinoma Play, and play associated video, music, podcasts and pictures as well. By subscribing, they’ll automatically be notified about new posts as they become available.

  • Flickr and Picasa — They’re two of the world’s largest photo-sharing sites, and they’re built right in. With Kinoma Play, the phone is an “infinite photo album” of personal photos, photos from friends and family and the most interesting photos taken by people around the world. Even upload new photos on the fly in just seconds.

And finally, just over a year of the introduction of Kinoma Play the news came that the company was Introducing Kinoma Play for Symbian/S60 phones [Sept 15, 2009] (emphasis is mine):

“Nokia’s goal is to provide the best media experience possible on mobile, so we’re thrilled that Kinoma Play is now available for Nokia S60 phones,” said Purnima Kochikar, VP, Forum Nokia and Developer Communities, at Nokia. “It’s exciting and fun for consumers who want to play and share the world’s best entertainment content, and indispensible for business users who need constant access to the latest business and financial news. Innovators like Kinoma show that the only limit to Nokia platforms is their imagination.”

Kinoma Play for Nokia Symbian/S60 is available immediately (in 11 languages!) for supported phones [of Nokia 5000, 6000, E and N Series] running S60 3rd Edition, Feature Pack 1 or Feature Pack 2.

The platform story essentially has ended a week later by New Kinoma Play update: Twitter location, location, location (and more!) [Sept 22, 2009]:

Not only did we introduce support for a new mobile platform with the release of Kinoma Play for Symbian/S60, but we also released a very nice update for all of our Windows Mobile customers as well.

Kinoma Play’s Twitter app is now location aware. A new Set Location command in the Profile tab lets you enter a location, or use your phone’s GPS to choose your location from a list. A list of recent locations makes it super-quick to update your location.

twitter_set-location-100

Plus, a new Nearby search (GPS required) shows you nearby news, views and gossip. Who needs a watercooler when you’ve got Kinoma Play?

twitter_search_nearby

Plus:

  • If a message contains links to a YouTube video or Flickr image, Kinoma Play now opens them directly in its YouTube and Flickr apps rather than launching a web browser. It’s much faster, and (unlike a web browser) always works.
  • The Twitter app now shows the source (web, Kinoma Play, API, etc.) of individual tweets.

What came after this was “just” a great series of new content announcements with minor updates and a few reminders (sometimes via quoting 3d party reviews) of the values of the available features. There were just three anoouncements related to the “expansion/enhancement” of the platform:
Kinoma Play powers the media experience of another Snapdragon phone [Nov 12, 2009] the the dynapocket SoftBank X02T
See Kinoma Play on Nokia’s just-launched E72 [Nov 23, 2009] “how Kinoma Play turns the mild-mannered Nokia E72 (and other Symbian/S60 phones) into a mobile media monster.”
Kinoma FreePlay and Kinoma Player 4 updates now available [Apr 2, 2010] as “YouTube recently made some unannounced changes that broke YouTube support in some of our products”

Below you can find the headlines of not less than 53 posts describing quite well the richness and usability of Kinoma as a multimedia platform:

“A Life Well Wasted” [podcast] now available on mobile with Kinoma Play [Sept 24, 2009]

New! Listen to The New York Times on mobile with Kinoma Play [Sept 29, 2009]

Feature focus: Flights [Oct 1, 2009]

Celebrate 40 years of Monty Python (nudge, nudge) with Kinoma Play [Oct 5, 2009]

Feature focus: Yelp – Quick, easy local business search [Oct 21, 2009]

Halloween treats from Kinoma (Spooky radio, podcasts and more!) [Oct 30, 2009]

Listen to SKY.fm + Digitally Imported with Kinoma Play: 60+ stations, aacPlus [Nov 2, 2009]

We’ve just released a new Kinoma Guide update that adds all currently-available SKY.fm and DI.fm (Digitally Imported) stations in all available stream formats — including aacPlus.

AAC is the standards-based successor to MP3. It offers far higher-quality than MP3 at similar bitrates.

Kinoma Play is the only mobile player that supports not just AAC, but also the even more-advanced aacPlus and aacPlus v2 (a.k.a. HE-AAC and HE-AAC v2) formats.

New! Now Mac users can stream video, music and pictures from home to phone [Nov 19, 2009]

I love being able to stream my entire personal media library on-demand. Not just because my collection takes up more space than any SD card could ever hold, but also because I don’t have to worry about ”syncing” my phone every time I leave the house.

Our customers seem to agree, and that’s why we built support for Orb — a free personal media server that runs on your PC — into Kinoma Play, Kinoma FreePlay and Kinoma Player 4 EX.

The only problem? Until very recently, Orb was only available for Windows. Today I’m glad to share that Orb is now available for Mac OS X.

Orb - Home

If you’re a Mac users, it means that now you can enjoy the best way to play your entire library of movies, TV shows, music, podcasts, pictures and more while you’re out and about. Try it today!

Listen to SomaFM independent radio with Kinoma Play: 20 channels, commercial-free [Nov 24, 2009]

New! Listen to holiday music anytime, everywhere with Kinoma Play [Nov 29, 2009]

The Windows Mobile grade-and-pave (or, how to make your phone work like new again) [Dec 3, 2009]

New! Watch 500+ TEDTalks on your phone with Kinoma Play [Dec 15, 2009]

“Kevin Pollak’s Chat Show” now available on your phone with Kinoma Play [Dec 17, 2009]

New! 938 audiobooks from Project Gutenberg [Dec 30, 2009]

Can’t remember where you stopped? Kinoma Play does! [Jan 5, 2010]

How to play Zune Pass music on your WinMo and Symbian/S60 phone [Jan 8, 2010]

New! Learn HowStuffWorks [podcasts] on your phone with Kinoma Play [Jan 13, 2009]

PalmAddict readers: Kinoma Play best media app for Windows Mobile [Jan 21, 2010]

New! Stay on top of tech with 650+ videos from O’Reilly TV [Jan 29, 2010]

Watch, re-watch and share Super Bowl 2010 commercials [Feb 8, 2010]

New! The Muppets Muppets Muppets on your mobile mobile mobile [Feb 11, 2010]

Two ways to send a direct message with Twitter for Kinoma Play [March 8, 2010]

Kinoma Play one of “7 best and most gorgeous applications for Symbian” [March 16, 2010]

Enjoy “Maximum Fun” shows on your phone with Kinoma Play [March 24, 2010]

New! Watch FreeBe TV shows on your phone with Kinoma Play [March 25, 2010]

New! Catch shows by Scott Johnson and friends on your phone with Kinoma Play [April 5, 2010]

JAMM: “I am an app junkie…I bought Kinoma Play and haven’t looked back” [April 7, 2010] (emphasis in red is mine)

David Gray‘s published his review of Kinoma Play on Just Another Mobile Monday this weekend. We couldn’t have asked for a nicer Easter present!

“I tried it, was so impressed by it’s graphics, intuitive ease of use, and its inclusion under-one-roof of some functions I already had individual apps for, I immediately bought the pay-version, called Kinoma Play, and haven’t looked back. I was also able to un-install a bunch of those now unnecessary space/memory wasters.”

Adam Carolla’s ACE Broadcasting shows now available on your phone with Kinoma Play [April 12, 2010]

Chris Hardwick’s Nerdist podcast “now a thing!” in Kinoma Play [May 14, 2010]

The Really Mobile Project: Kinoma Play “a bloody good app” [May 20, 2010]

The site published an excellent review of Kinoma Play. … the author — mobile technology expert Ben Smith — gets to the heart of both the what and the why of Kinoma Play. To quote (emphasis mine):

So what is Kinoma Play? At heart it’s a media player, but that description sells it short. It’s an audio player, picture viewer, a video player, a podcast manager (and player), a YouTube client, plus it’s got interfaces to social networks such as Facebook and Twitter.

The trouble is, that longer description makes it sound like a mess — trying to be all things to all people… But it’s not. And that’s actually made me a fan. It’s the polish…the refinement, the usability.

I quickly re-produced my media library (normally on my iPhone) onto my now-ageing N82 — podcasts, audio in multiple formats (including non-DRM content from the iTunes Store) and RSS feeds were all viewable just as easily as the iPhone. It’s advanced enough to keep the geeks happy and I’d happily give it to a ‘non-geek’ to use too, it’s that good.

Kinoma Play YouTube app update now available [May 21, 2010]

Follow the FIFA 2010 World Cup on your phone with Kinoma Play [June 10, 2010]

Kinoma Play Flights update now available [June 12, 2010]

Enjoy TWiT.tv shows anytime, everywhere (now with video!) [June 15, 2010]

177 (live!) London traffic cameras now available for your phone with Kinoma Play [June 22, 2010]

Google Reader update for Kinoma Play now available — speedier, more compatible [June 24, 2010]

One of the apps we use every day is Kinoma Play’s Google Reader app. It’s a fast, easy way to keep up with your favorite sites, and the full-text searching makes it incredibly easy to find posts on the exact topic you want no matter what feed or folder they’re in.

The reason we keep the word “Beta” painted on is that Google hasn’t quite settled on its “API”, which is what software developers like Kinoma use to access your Google Reader feeds. That means that they can change it anytime without notice.

That’s exactly what just happened, and so today we have a shiny new update of the Google Reader app for you!

Celebrate Michael Jackson’s legacy with Kinoma Play [June 26, 2010]

New! AccuRadio comes to Kinoma Play [July 6, 2010]

200+ BBC podcasts, new in Kinoma Play [July 13, 2010]

New! Hear spellbinding stories and tales from “The Moth” on your phone [July 22, 2010]

New! 87 radio stations from 1CLUB.FM now available on your phone [July 30, 2010]

Loads of new PBS content now available in Kinoma Guide [Aug 26, 2010]

Next Best Thing to Being There: Burning Man 2010 in Kinoma Play [Sept 1, 2010]

San Francisco’s cool new pirate radio station now available on your phone with Kinoma Play [Sept 16, 2010]

New Kinoma Play and FreePlay updates bring improved YouTube support [Sept 17, 2010]

New! Play hundreds of Sesame Street videos on your phone with Kinoma Play [Sept 21, 2010]

(Way) Up, up and away with NASA and Kinoma Play [Sept 23, 2010]

The world’s best movie podcasts, now available in Kinoma Play [Sept 30, 2010]

New! Scary stuff to get you in a spook-tacular mood for Halloween [Oct 26, 2010]

Bring the spirit of the holidays everywhere you go with Kinoma Play [Nov 16, 2010]

Remember John Lennon’s life and music with Kinoma Play [Dec 9, 2010]

New! Slate and Slate V come to Kinoma Play [Dec 15, 2010]

Enjoy Podcast Awards’ best podcasts of 2010 with Kinoma Play [Jan 12, 2010]

Marvell to capitalize on BRIC market with the Moby tablet

Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]

Brazil, Russia (sort of), India, and China (BRIC) are the current leading lights for most of the businesses looking for high growth markets in 2011. This is not different for the ICT industry either. See more about that in the “Analysts about the BRIC market potential” part of this post far below. This will also be showing how promising is the new BRIC-oriented end-customer strategy of Marvell.

If one knows very little or nothing about Marvell it is recommended first to read my preceding post Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 with updates upto Jan 17, 2011].

Follow-up: High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]

No wonder that Marvell has started to implement one of its long-range end-customer strategies, the so called Moby (see above and/or click) first in India then in other parts of the BRIC. As PC World (IDG News) reported in its Tablets Using Marvell’s Moby Design in India Soon [Jan 27] article (emphasis is mine):

Tablet computers built to Marvell’s Moby reference design should launch in India in the first half of this year, an executive of the company said on Thursday.

The chip company is partnering in India with consumer electronics vendors, mobile handset makers, and mobile service providers who will be offering the product under their own brands, said Anand Ramamoorthy, Marvell’s country head of sales and marketing in India, on Thursday. He did not disclose the names of the partners.

Marvell announced in March last year a US$99 prototype for a multimedia tablet targeted at education.

The basic configuration in India is likely to be priced closer to 10,000 rupees ($216) because of the high import duties and the cost of distribution in the country, Ramamoorthy said. In emerging markets, there isn’t a model whereby hardware costs are subsidized by service contracts, he added.

India and China will be the first among emerging markets where the tablets will ship, with plans to also introduce the products in Latin America and Eastern Europe.

As emerging markets are price-sensitive, Marvell’s strategy is to position a low-cost configuration as a volume product.

In India, the company is expecting its partners to deliver for 10,000 rupees a 7-inch tablet with a capacitive LCD screen, that will be built around the Armada 168 processor at 800 MHz, and offer 720p video and Wi-Fi connectivity. It will run the Android operating system and other open source software, Ramamoorthy said.

The actual price in these markets will depend on partners and their business and margin models, Ramamoorthy said. Some partners may decide to offer high-end, more expensive devices as well, he added.

Marvell will have two primary manufacturers globally, including Foxconn. Partners selling the tablets will however be free to choose manufacturers from a pool of Marvell’s manufacturing partners, Ramamoorthy said.

Follow-up: Kinoma is now the marvellous software owned by Marvell [Feb 15]

Marvell’s current on-line press kit [Jan 9] contains the following documentation and images related to the Moby design:
Mobylize Prototype – It’s Time to Mobylize for America’s Students! [Fast Facts, Jan 3]
Marvell Showcases Moby Tablet and Extensive Line of Other Advanced Connected Devices for the Always-On Lifestyle at International CTIA Wireless 2010 [CTIA Press Release, March 23, 2010]
Marvell Drives Education Revolution with $99 All-in-One Mobile Tablet Designed for the World’s Students [Press Release, March 18, 2010]

Marvell Moby White Vertical: students screen

In the latest Jan 3 Fast Facts (linked above) the following prototype features and technical specifications are given:

Moby Prototype Features
• Future-Proof Learning: Mobylize leverages the powerful and open Android OS platform to ensure an open and growing ecosystem of learning technologies
• Multi-Sensory Interaction: Mobylize’s touchscreen interface, as well as video and audio capabilities, creates a highly interactive and engaging learning experience.
• Always-On Technology: With 802.11 b/g wireless connectivity and web browsing with Adobe® Flash® Lite 3.1, students can learn seamlessly with online and offline technologies in today’s always-on environment.
• Multimedia Education: Integrated multi-media player, photo viewer, instant messaging and more drive learning potential exponentially beyond the classic textbook.
• Drives Green Classroom: Marvell technology provides high energy-efficiency that energizes hours of learning.

TECHNICAL SPECIFICATIONS
• ARMADA 168 (1 GHz), WMMXTM multi-media acceleration engine
• 256MB DDR2 RAM
• Android OS
• 2D graphics engine, WMMX, QdeoTM intelligent color, remapping technology
• 10.1” TFT LCD display, 1024 x 600 resolution, Capacitive touch panel
• 4GB NAND flash, Micro-SD up to 16GB
• Two stereo speakers (1W each), built-in microphone
• USB 2.0 (x1 host, 1x device) • Micro SD card, MIC and Ear phone jack, 12V DC-in
• 802.11 b/g connectivity
• 2800mAh; 7.4 volts battery

Note however that in the press release of last March (also linked above in  PDF form) the higher ARMADA™ 600 class processor has been indicated:

About Marvell Moby Tablet

Powered by high-performance, highly scalable, and low-power Marvell® ARMADA™ 600 series of application processors, the Moby tablet features gigahertz-class processor speed, 1080p full-HD encode and decode, intelligent power management, power-efficient Wi-Fi/Bluetooth/FM/GPS connectivity, high performance 3D graphics capability and support for multiple software standards including full Adobe Flash, Android™ and Windows Mobile.  The ultra low power Moby tablet is designed for long-battery life.

as well as for the Moby MED reference design announced in another press release Marvell Drives ‘Telehealth” Revolution with Moby MED Always-On Medical Tablet [Apr 21, 2010]. Note that Moby MED devices are quite different since (as per the press release):

Healthcare-focused Tablets With Multiple Simultaneous Viewing Screens Including Video Conferencing and Live TV Allow Consumers to Manage Medical Records, Conduct Live Physician Consultations, View 3D Images and Sonograms, Collect Real-Time Data From Personal Monitoring Devices, Access Information From Online Sources, and More.

which is currently looking much more suitable for the developed markets.

The remark, that “Some partners may decide to offer high-end, more expensive devices as well” could — however — point to the fact that even for the education market Marvell partners could use a higher end tablet offering as well, at least as an alternative. This could also explain why a Moby2 prototype design is already existing as evidenced by the image gallery shown above.

On CES 2011 the ARMADA 168 based Moby prototype has also been called Marvell 100 series tablet [Jan 6, 2011].

[CES 2011] Marvell’s foray into the tablet market sees this rather cute and well designed model, the 100 series. Unlike other tablets that are in the market, this one comes with Android 2.2 (instead of 2.1), while sporting a rather young, all-white design with all the lines in the right places. A microSD memory card slot is there for expansion purposes, and you won’t get multi-touch support on the 10” display which is a bummer, so forget about zooming in or out in Angry Birds. There is 1GB of internal memory inside, while Wi-Fi connectivity is supported although 3G will not be present when it hits the market sometime this year for $199 a pop [with $99 manufacturing cost — see in the below video]. Of course, as with Marvell’s OLPC project, the 100 series will target the educational environment more. It is pretty heavy, but it won’t weigh a ton like most textbooks. Looks hardy enough to stand up to the rigors of restless kids, too! Interestingly enough, being an Android-powered device, it has more than the usual 4 buttons of Home, Menu, Back and Search, but will include the “Up” and “Down” buttons, too.

while the more performant one which is based on ARMADA 600 is also called 600 series accordingly. More information:
Marvell 600 series tablet has interesting implications [6 Jan]
Marvell 600 Tablet Series Graphics Performance Demo at CES 2011 [Jan 24]
– and the video Mobylize Tablet on ABC News: Good to Know [Jan 10, 2011]


Note while watching the video that the LCD screen used in the tablet has wide viewing angle.

The title of the above is mentioning “Mobylize” instead of “Moby”. This is a typical confusion. The truth is that Mobylize is:

a campaign aimed at improving technology adoption in America’s classrooms

which was announced with the One Laptop per Child and Marvell Join Forces to Redefine Tablet Computing for Students Around the World [May 27, 2010] by which:

Marvell and OLPC Empower Education Industry to Revolutionize the Classroom Experience through Advanced, Affordably-Priced Tablets

and which was extensively discussed in my post Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010].

The campaign (http://www.mobylize.org/) has a Tablet Demos page which absolutely clarifies the education tablet offering as:

7″ Tablet with a 7″ TFT LCD display of 800 x 480 resolution, Bluetooth 2.1 and with form, size and weight as shown below:

Marvell Moby 7 inch tablet

10″ Tablet with a 10.1″ TFT LCD display of 1024 x 600 resolution and with form, size and weight as shown below:

Marvell Moby 10 inch tablet

with the rest of the specifications the same, i.e.
Processor: ARMADA 168 (1 GHz), WMMX™ multi-media acceleration engine
Memory: 256MB DDR2 RAM
OS: Android
Graphics/Video: 2D graphics engine, Various format video decode up to 720p through S/W, Qdeo™ intelligent color remapping technology
Display: with resistive touch panel
Storage: 4GB NAND flash, Micro-SD up to 16GB
Audio: Built-in microphone, Two stereo speakers
Sensors: Accelerometer [s ?for 10″ one?]
Ports: USB 2.0 (x1 host, 1x device), 2-in-1 card reader, MIC and Ear phone jack, 12V DC-in
Connectivity: 802.11 b/g
Battery: 2200mAh; ~8 hour use
Example Features: Complete web browsing experience with Adobe® Flash® Lite 3.1, Multi-media player, Photo viewer, Instant messaging

Currently the Mobylize Development Kit with the 10″ version is available for pre-order from Aluratek for $299.  Till Feb 28 there is CES Promotion with 20% off. It is shipping April 15th. Aluratek will introduce a similar 10″ product of its own in February, called Cinepad, which is ensuring Moby tablets availability in the US as well:
CES 2011: Aluratek Announces Libre Air eBook Reader with Wi-Fi and
New Cinepad Android Tablet
[Jan 6]
Aluratek Cinepad & Libre Coming In April [VIDEO] [Jan 13]
CES 2011 – Aluratek Cinepad [Jan 10]
The Year of the Tablet [Jan 18]

Within Mobilize there was also an app competition (see: Marvell to Fund Next Generation Education Apps [Sept 27, 2010]) with recent results as per Marvell Announces Winners of Its ‘$100K Challenge’ Tablet App Competition [Jan 6]:

The winner of the $50,000 top prize is the application Battleship Numberline, a multitouch educational game that helps strengthen math skills. “Improving your ability to estimate along a number line correlates with math performance all the way up to 6th grade,” said lead developer Derek Lomas, a 29-year-old Ph.D. student at the Human-Computer Interaction Institute at Carnegie Mellon University. “Marvell is doing great things for the future of education by seeding a development community for educational apps.”

The winner of the second-place prize of $30,000 is the application Imagine Mathematics, which illuminates math disciplines like algebra, trigonometry and calculus by taking students behind the scenes and showing them how these disciplines are used in the creation of animated movies from studios like Disney and Pixar. The creator of the app is 36-year-old Seth Piezas, a former technical director at Pixar Animation Studios who now runs his own interactive agency, Colabi.

“I want high school students to see the practical applications of math and the cool things they can create,” said Piezas. “The tablet computer really is an amazing platform for the classroom. I just wish I had something like it when I was a kid.”

The third-place prize of $20,000 goes to Homework Management System, an application that allows students to create quiz questions based on what they have learned in the classroom, which  teachers then can distribute to other students for quiz-show style gaming or for homework assignments.

More information:

Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 with updates up to Jan 17, 2011] with all SoC product information including background

Marvell ARMADA with sun readable and unbreakable Pixel Qi screen, and target [mass] manufacturing cost of $75 [Nov 4, 2010]

Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]

Analysts about the BRIC market potential

In recent Forrester report (see the Forrester: Global Tech Economy Will Substantially Outgrow The Overall GDP In 2011 [Feb 2] press release copy since on the Forrester’ site it is not more available) the #1 prediction is that:

The Tech economy will substantially outgrow the overall GDP.

with the following details:

The global technology industry is in a multiyear up-cycle of industry innovation and growth, during which tech investment grows faster than overall economic growth. This cycle, which is already under way in the US and other developed countries, is based on adoption of a new generation of Smart Computing and Cloud Computing technologies. We expect this cycle to ensure 7.5% growth in US IT purchases, and 7.1% growth globally (measured in USD), despite economic worries in Europe, uncertainties about the strength of economic recovery in the US, and the potential for slowing growth in China.

in 2011, Brazil, Russia (sort of), India, and China (BRIC) will see some of the fastest (11%) growth in IT purchases in 2011, with other emerging markets such as South Africa, Saudi Arabia, Indonesia, Chile, and Mexico seeing similarly strong growth.

The 2011 Accenture Consumer Electronics Products and Services Usage Report which came out under the title “Finding Growth:  The Emergence of a New Consumer Computing Paradigm” [Jan 3] has some very significant survey results regarding the BRIC market (in text empasis is mine):

[p. 4, Executive Summary part] A widening enthusiasm gap

The urban consumers in Brazil, Russia, India and China (the BRIC markets) have leapfrogged the average mature market consumer in their use of technology. They have a much greater appetite for consumer technology from many measures, including the devices they own, their purchase plans and their use of applications. Counter to common misperceptions, a large segment of BRIC consumers are more interested in the newest and most innovative technologies than in the lower price point technologies with less functionality. BRIC market consumers have a higher rate of adoption of the newest technologies and a greater willingness to pay premiums for features and enhancements. For instance, a full 84 percent of Indian respondents say they will pay a premium for enhanced smartphone capabilities. That translates into roughly 148 million consumers.

In the BRIC markets, in particular, prospects are bullish for spending on consumer electronics in 2011. This is especially true in China, where this year’s purchasing plans for technologies such as smartphones and high-definition TVs are staggering. Assuming China has an estimated 167 million urban households and an estimated urban population of 434 million people in the consuming age, 38 million high-definition TVs and 63 million smartphones will be purchased there in 2011.

In contrast, mature markets are more conservative and price sensitive. Consumers in the US, Japan, Germany and France have less ambitious plans to purchase new devices in 2011, use fewer applications overall, and are far less willing to pay premiums for new features and enhancements. And, while consumers 55 years or older in mature markets tend to have higher disposable income (and therefore greater ability to spend on technology), they more often wish to spend as little as possible to keep up on the technology adoption curve. In contrast, younger consumers in BRIC markets demonstrate a huge appetite for electronics, but like millennials around the globe, they are often harder to please, less loyal and have less disposable income to spend.

A new consumer technology paradigm

Another benchmark of the new technology paradigm is that as new technologies emerge, consumers are increasingly quick to stop using particular devices if they feel they have the same functionality in another device that performs the same function better—especially in BRIC markets. Twelve percent of consumers surveyed in the BRIC markets stopped using mobile phones in 2010 because they had another device with the same functionality. This compares with only five percent of consumers in mature markets who jettisoned their mobile phones. And, in both mature and emerging markets, younger people appear to be far more willing to let go of duplicative devices.

[p. 5] In summary, in the fast-changing consumer electronics industry, exploiting big growth opportunities is becoming increasingly difficult. Our research helps consumer tech companies with this challenge by offering information on the hottest current and emerging geographic, product and  application markets for consumer technology. For instance, the highest spending in 2011 (and we believe for years to come) is projected to be in urban and semiurban BRIC markets. Demand for mobile applications such as banking continues on a strong growth trajectory. And new technologies (such as tablet PCs and e-book readers) and next-generation technologies (such as smartphones, 3-D and Internet-capable TVs) are projecting substantial growth.

[p. 13] Interestingly, one-quarter of respondents globally don’t plan to purchase any consumer technologies in 2011. More than one-third (37 percent) of those 55 and older don’t plan any purchases, compared with only 15 percent of those between 18 and 24 years of age. And a stark contrast in purchasing plans exists between mature and BRIC markets: 40 percent of respondents in mature markets don’t plan to purchase any consumer electronics in 2011, compared with only 9 percent of those in the BRIC markets.

[p. 16] Our study shows that BRIC markets have far greater enthusiasm for technologies and appetite for purchasing them than non-BRIC countries, especially the latest devices such as tablet PCs. One could infer that the lower use of computers in BRIC countries is an indication that these consumers are finding alternate devices to do those activities formerly done on the computer—and may, in fact, have simply leapfrogged the step of owning a computer that those in mature markets had to take because at the time there were no other options.

[p. 24] When reviewing information on “heavy users” of activities—those who do the activity at least five hours per week—interesting patterns emerge. For instance, among millennials in the BRIC markets who are heavy watchers of shows and videos, a larger share (44 percent) watch them on a PC or laptop than on a television (chosen by 30 percent).

… Of those who don’t own an e-book reader, more than half said that it is because they prefer paper books. But 20 percent said they preferred other electronic devices than an e-book reader
for reading books, such as a phone, PC or tablet PC. In emerging markets, the percentage of respondents who prefer other electronic media for e-book reading is much higher: 34 percent in BRIC markets versus 7 percent for mature-market countries.

[p. 34] The tablet PC: The hot consumer electronic

The tablet PC is gaining market momentum. One need only look at the millions of sales of iPads and Galaxy Tab tablet computers since they were each launched in 2010 to know that this device is rapidly becoming popular among consumers.

According to Accenture’s research, 8 percent of consumers surveyed now own a tablet PC and about one-third of those individuals (3 percent total) purchased their tablet PC in 2010 (Figure 21). Eight percent of respondents globally plan to purchase a tablet PC in 2011—a purchase rate that would double tablet PC ownership globally in just one year.

BRIC market consumers are more enthusiastic purchasers of tablet PCs than are mature-market consumers. More than double the percentage of BRIC consumers currently own one, and double the consumers plan to buy one in 2011, than consumers in mature markets. But what is most astounding about tablet PC consumption is that nearly one-quarter of Chinese respondents (across ages within urban areas) currently own one. That is nearly three times the global average. The purchase rate in China was more than double the global average in 2010. And looking forward, China is potentially the strongest market for tablet PCs this year, with 18 percent of Chinese respondents planning to purchase one in 2011. If one does the math, tablet PC ownership would reach almost 40 percent of the urban adult population of China by 2012.

Although far behind China in consumption, India has the second-highest penetration of tablet PCs globally, with 10 percent of consumers owning one. Future growth for tablet PCs in India also looks strong: 10 percent of Indian respondents plan to purchase a tablet PC in 2011. Interestingly, Indian consumers seem less committed to the new technology than other countries. Five percent of those owning a tablet PC quit using it last year because they had the same functionality in another device (globally, the defection rate for tablet PCs was 2 percent).