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Wed, Oct. 15, 12:53 PM
- Android 5.0, first unveiled as Android L at Google I/O (GOOG -2.8%), features major UI changes (new colors, icons, animations, etc.) thanks to its use of Google's Material Design language. It also supports interactive lockscreen notifications, new voice commands, a new battery saver mode, and better content/app syncing between Android devices.
- Under the hood, 5.0 (codenamed Lollipop) sports a new runtime and graphics extension pack to boost performance - developers have often criticized Android's resource efficiency relative to iOS - and over 5K new APIs, many of which have cross-device interactions in mind. The Verge declares 5.0's UI and feature set "lays the foundation for Android to grow as a platform outside of smartphones and tablets."
- The Nexus 6 phablet (codenamed Shamu) has been officially unveiled. As rumored, the device sports a 5.9" 2K display, 13MP camera, and Qualcomm Snapdragon 805 CPU, and will be made by Motorola Mobility (OTCPK:LNVGY). It's priced at a steep $649 unsubsidized ($300 more than the 5" Nexus 5).
- The Nexus 9 tablet, to be made by HTC (OTC:HTCKF), features a high-res 8.9" display and is powered by Nvidia's (NVDA -1.6%) Tegra K1 processor (contains a powerful GPU). Pricing is once more steep: 16GB and 32GB models respectively go for $399 and $479.
- The Nexus Player set-top is made by Asus (OTC:ASUTY), and runs on Google's new Android TV platform, which delivers a more media-centric UI than the sputtering Google TV. Like Amazon's Fire TV, the Nexus Player has an optional gaming controller. No word on pricing yet.
Wed, Jul. 9, 5:29 PM
- Global PC shipments fell only 1.7% Y/Y in Q2 to 74.4M, says IDC. That's much better than the firm's forecast for a 7.1% drop, and smaller than the 4.4% and 5.6% declines respectively seen in Q1 and Q4. Gartner is even more positive, estimating shipments rose 0.1%, thus ending a long string of declines.
- Unsurprisingly (especially given INTC's Q2 guidance hike), IDC thinks business PC upgrades stemming from Microsoft's (MSFT) ending of Win. XP support helped out. But it also says consumer demand was better than expected, with sales of low-end PCs (inc. Chromebooks) improving amid slowing tablet growth.
- Sales in the U.S. and EMEA (two high-ASP regions) rose, while Asia-Pac (exc. Japan) still fell by nearly double digits. IDC now thinks full-year industry growth "could get closer to flat, rather than the May projection of -6%."
- IDC's Q1 share data points to industry leaders gaining at the expense of smaller players: Lenovo (LNVGY) 19.6% share, +270 bps Y/Y. H-P (HPQ) 18.3%, +190 bps. Dell 14%, +180 bps. Acer (ACEIY) 8.2%, -10 bps. Asus (ASUTY) 6.2%, +30 bps. Everyone else 33.6%, -690 bps.
- HPQ +0.6% AH. Other names with strong PC exposure: AMD, NVDA, MU, STX, WDC, HTCH.
Fri, Mar. 7, 7:05 PM
- Citing "slowing consumer purchases" amid high penetration rates in mature markets, IDC now forecasts tablet shipments will grow 19.4% in 2014 (to 260.9M units), down from a prior estimate of 22% (271M units).
- Tablet growth steadily slowed in 2014: Shipments rose an estimated 142% in Q1, but just 28% in Q4. IDC puts full-year growth at 52%.
- Two silver linings for high-end/enterprise leader Apple (AAPL - 33.8% Q4 share): 1) ASPs are only expected to drop 3.6% in 2014, after falling 14.6% in 2013, as more consumers embrace "higher-end devices." 2) Commercial buyers are expected to account for 14% of shipments, up from 11% in 2013.
- IDC also thinks Windows (MSFT) tablets, struggling to gain a strong consumer foothold, will take over a quarter of the commercial segment thanks to rising convertible adoption.
- The revised forecast still puts tablet sales within striking distance of eclipsing PC sales: IDC expects PC shipments to drop 6% this year to 295.9M. Smartphone shipments are expected to grow 19% to 1.2B.
- Major tablet OEMs (besides Apple): SSNLF, LNVGY, AKCPF
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