Ronnie05's Blog

Canalys: World Wide PC shipments (Q4, 2012)

Posted in Industry updates by Manas Ganguly on February 7, 2013

Worldwide PC shipments increased 12% year-on-year in Q4 2012 to reach 134.0 million units, with pads accounting for over a third. Tablet segment grew by 75% in Q4, 2012 to 46.2 million units with full year shipments totaling 114.6 million units.

Apple continues to lead the PC market, shipping 27.0 million units and taking its share over 20% for the first time. Apple’s growth in the pad segment was driven by strong demand for the iPad mini. Its overall shipments, however, were hampered by supply issues. Canalys estimates that the mini made up over half of Apple’s total pad shipments, with its attractive price point and compact design leading to significant cannibalization in the iPad range and wider PC market. Despite record shipments, Q4 saw Apple’s pad share dip to 49%, becoming the first quarter it has not controlled over half the market. Without the iPad Mini, Apple would surely have lost more ground to its competitors

HP shipped 15.0 million PCs, beating Lenovo by 200,000 units to regain second place, with both vendors taking an 11% share.

Samsung, buoyed by strong tablet shipments, had its first quarter in the top five, shipping 11.7 million PCs, giving it a 9% share and fourth place ahead of Dell. Samsung shipped 7.6 million pads in Q4, an increase of 226%, driven by its ability to push products down into lower price bands.

Dell clocked in 9.7million units, a 19% decline over its 2011 numbers. With the planned buyout of Dell to go through- it will give the company time to rethink its strategy and refocus, away from the demands of Wall Street and shareholders. Microsoft’s involvement in the Dell buyout raises eyebrows in the light of its recent aspirations to become a hardware vendor. But it is not likely to solve Dell’s problems as even Microsoft struggles with pads

Amazon’s worldwide shipments grew 18% to 4.6 million units, as it expanded the Kindle Fire range and launched in markets outside the United States.

Google’s own Nexus 7 and Nexus 10 products performed relatively well, with combined shipments of 2.6 million taking 2% of the global PC market share.

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Modern day Dell? Or Sony? Or is there something more to Samsung?

Posted in Industry updates, Mobile Devices and Company Updates by Manas Ganguly on January 15, 2013

Q4, 2012 revenues- $52.7 bn, profits- $8.8 bn.CY 2012 revenues – $188bn, profits- $27bn.

Samsung is on a roll and having thumped Nokia four quarters back, Samsung is taking the fight to the mighty Apple. Samsung is already the no.1 Mobile phone maker and smart phone maker globally. Also, its foray into Smart Cameras and Refrigerators have altered Samsung’s position from a Fast Follower to a Technology Leader in the Industry! 2012 has been very productive for Samsung as it seems to have a transition from a moderately successful electronics Chaebol to the leading non-iOS device maker. Interestingly enough Samsung and Apple make 104% of the Mobile devices profits – leaving no headroom for any investments from any other Mobile device maker. Samsung’s relentless progress in the Mobile-tech sector over 2012 have christened it as the Fifth Horsemen – next to Google, Apple, Amazon and Facebook. (and I am shocked by the absence of Microsoft in that list by MG Siegler).

The Fifth Horseman- Samsung!

Even while Samsung has made its modest efforts to extend its run in smartphones to Smart TVs, Smart Cameras and Smart Refrigerators – the key to Samsung is and will remain to be smartphones. If smartphones as a device follow the PC/Laptop route – i.e only incremental changes and no quantum leaps- then Samsung will end up the HP, Compaq and Dell route – where these players kept producing laptops until laptops became redundant – due to the advent of Smartphones and tablets (Handhelds is the industry terminology). Those profit figures will be difficult to emulate year on year in horizontal device domain.

Currently, at this point of time, Samsung seems to be going the Sony Way – Like Sony had the Walkman, the Bravia TV, Sony Music system, Vaio laptops, Mobiles & Smartphones, Cameras and other very strong sub brands in the consumer segment and has been largely unable to piece it together in a coherent strategy. The lack of this coherence was what has led to the slow skid at Sony. Samsung similarly is invested in a dozen and more device categories – TVs, Mobiles, Tablets & Smartphones, Laptops, Cameras, Refridgerators, ACs and Washing systems and in the current context is seemingly trying to put all these devices in the connectivity era. However, that is nothing more than just a smart tactical move – and Samsung knows this. Samsung’s dilemma is about not being able to marry these disparate components into one converged strategy.

(to be continued)

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Dell’s smartphone plans

Posted in Mobile Devices and Company Updates by Manas Ganguly on April 25, 2010

Last year, I had blogged about Dell’s first attempt to venture into the smartphone space. The Dell O-Phone as it was then called, (possibly on the lines of the venerated iPhone) did not create any much flutter. I had seen a Chinese white box clone of the O-Phone and that is all I remember of the Dell attempt. So there was nothing to write home about of the Dell O-Phone.

An year later Dell announced another 3 Android based smartphones with impressive names: Smoke, Flash and Thunder.

The Smoke is a QWERTY candybar with a enterprise-business focus. It has a slim 12mm profile and runs on Android 2.2 Froyo and has 2.8-inch QVGA display, 800MHz CPU, 5MP camera, 14.4Mbps HSPA, Wi-Fi, Bluetooth, microSD card slot up to 32GB and dual-mic noise cancelling. The feature list is quite sizzling for its purpose. Smoke is expected to be released in the second quarter of 2011.

Flash, is the Touch phone from Dell running the Android 2.2 Froyo with a slim design and full touchscreen. Flash is touted to be carved out of a ‘curved glass’ and features 800MHz Qualcomm CPU, 3.5-inch WVGA LCD, Stage UI, 14.4Mbps HSPA and 5.6Mbps HSUPA, 5MP camera with autofocus/smile/blink detection, Wi-Fi, TV-out, 512MB RAM and ROM, Bluetooth 3.0, 3.5 audio jack and microSD card slot. Expect this phone to come out sometime in first quarter of next year.

The other touch phone rumored from Dell, Thunder features a 4.1-inch WVGA OLED screen, Android 2.1, Stage UI, 1GHz Snapdragon CPU, social networking friendliness, Flash 10.1 support, integrated Hulu app and 8MP camera. An LTE version of the Thunder is also expected in 2011.

Interesting line up of smartphones from Dell but none being made available before early next year. With its initial device foray that did not cut any much ice, and these three devices that are slated for next year Dell’s smartphone efforts do not sound so convincing anymore.

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Smartphone debut: Dell’s MePhone

Posted in Mobile Devices and Company Updates by Manas Ganguly on February 11, 2009

Given the recessionary times, Dell faces pressure on its mainstay computer business. However, the smart kid, Dell had already foreseeen tough times and had adequately prepared for its foray into the smart phone segment. The Round Rock, Texas based company have produced prototypes of its smartphones based on Android and Windows 6.5 platforms.

What makes this piece of news interesting is the “Zing” application which is a system for music streaming synchronization across devices. Dell will make most of its appeal based on personalization of the device (its Computer business USP). Thus the name MePhone >> a phone that is me! Dell will unviel the Mephone in the world mobile congress in some time and the sales start is September 2009.
Interesting times ahead?

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