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Google Tablet Teardown + Amazon Smartphone? + 2Q12 Global PC

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发表于 7-12-2012 16:18:09 | 只看该作者 回帖奖励 |倒序浏览 |阅读模式
(1) Arik Hasseldahl, Inside Google's Nexus Tablet; The $199 Nexus 7 costs $152 to build, analysis shows. Wall Street Journal, July 12, 2012.
http://online.wsj.com/article/SB ... 20652346645454.html

Quote:

"Research firm IHS iSuppli took apart the Nexus 7 to analyze its components and found the hardware costs $151.75 for the low-end, eight-gigabyte model, a slim margin given the device's $199 sale price. But the 16 GB model, which sells for $249, costs only $7.50 more to build for a total of $159.25, the difference being the price of memory chips inside.

"Nexus 7 has a Tegra 3 processor from Nvidia Corp as its main computing engine. It is a four-core chip, meaning it has four main processing brains, two more than the Kindle Fire's processor from Texas Instruments Inc.

(2) Greg Bensinger, Amazon's Tough Call; Cutthroat smartphone market would pose fresh challenges. Wall Street Journal, July 12, 2012.
http://online.wsj.com/article/SB ... 21280329100946.html


(3) Jeffrey Wu, Research Firms Show Conflicting PC Rankings for Acer, Dell. CNA, July 12, 2012.
http://focustaiwan.tw/ShowNews/W ... amp;ID=201207120020

Note:
(a) Summary: According to Gartner (but not IDC) for 2Q12 global PC shipment (not revenue),
(i) Acer overtook Dell; and
(ii) Levono (14.7%) was within striking distance of leader HP (14.9%).
(b) This is what Gartner and IDC has to say.
(i) Gartner Says Worldwide PC Shipment Growth Was Flat in Second Quarter of 2012; Ultrabooks had little impact on overall shipments in the quarter. Gartner, July 11, 2012
http://www.gartner.com/it/page.jsp?id=2079015
("Lenovo has been very aggressive to expand through a series of acquisitions, as well as aggressive pricing;" 2Q12 v 2Q11: HP (-12.1%), Lenovo (14.9%), Acer (3.6%), Dell (-11.5%) and Asus (38.6%))
(ii) Global PC Shipments Stalled in the Second Quarter While Buyers Remain Cautious And Market Waits For New Products, According to IDC. IDC, July 11, 2012
http://www.idc.com/getdoc.jsp?containerId=prUS23584912
(2Q12 v 2Q11: HP (-12.3%), Lenovo (25.2%), Acer (0.5%), Dell (-11.9%) and Asus (39.8%)--all of which are similar to Gardner's press release)
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