Progress continue in tablets

According to the latest NPD DisplaySearch Monthly Tablet PC Panel Shipment & Value Chain report, total tablet display shipments declined 10% on year in the first half of 2014, while combined tablet display shipments to Apple and Samsung fell 34%. While the two companies had a 42% share of tablet panel shipments in the first half of 2013, their combined share dropped to 29% in the first half of 2014.

How sad.

IDC estimates that Samsung's smartphone shipments saw a rare year-over-year drop in the second quarter, taking it from a lofty 32.3 percent market share down to 25.2 percent. That's still enough to give it a comfortable lead, but a shock for a company which is used to growth. The cause, analysts say, is the rapid rise of Chinese brands that cut directly into Samsung's business.

Things happen.

The world is still Android's oyster. Strategy Analytics estimates that the OS has crossed the symbolic 80 percent mark, reaching 81.3 percent of smartphone shipments by the end of September. Not that Google was the only company doing well -- Nokia's strong US sales helped Windows Phone grow to 4.1 percent of the market, or nearly double what it had a year ago.

Strange, Windows Phone must have died long ago according to analytics :-)

IC foundry Taiwan Semiconductor Manufacturing Company's (TSMC) capacity utilization of its 28nm processes has fallen to 70% due to a slowdown in orders for high-end mobile chips, according to industry sources.

With demand for high-end smartphones staying weaker-than-expected, TSMC's 28nm chip customers have moved to decelerate their pace of orders recently. Consequently, TSMC's utilization rates for its 28nm processes have slipped rapidly over the past few weeks, the sources noted.

Who could have thought....

A number of branded smartphone vendors have recently reshuffled the top management of their operations in China as they are struggling to stay afloat in the country's smartphone industry amid the rapid rise of local brands, according to industry sources.

Among international players, the lackluster performance of Nokia and BlackBerry might be caused by the low popularity of Windows Phone and BlackBerry platforms in China, while slumping sales of Android phones offered by Sony Mobile, LG and HTC in China might be blamed on their pricing strategies and their cooperation relationships with local telecom carriers, commented the sources.

Additionally, while struggling in the mid-range to high-end Android segment, HTC, Sony Mobile and LG have been reluctant to step into the sub-CNY2,000 (US$327) segment, further weakening their competitiveness in the China market, added the sources.

Via: http://www.digitimes.com/news/a20130816PD207.html

The company said on Tuesday that its revenue from China fell 14% year-on-year to $4.6 billion in the quarter ending June 29. The figure looked even worse on a quarterly basis, down 43% drop from the previous and marking the first time that revenue decreased in those three sales regions

And all this despite all major media playing for Apple and trying to fully ignore guys who made all this damages.

It was bound to happen, after a certain level of functionality and feature set are achieved people won't be upgrading every year for a little bigger screen etc

Apple's iPad shipments are expected to drop to only 10-12 million units in the third quarter, down from the company's announced 14.6 million units...

Of second-quarter shipments, 10-11 million units were iPad minis and 3.6-4.6 million units were 9.7-inch iPads, the sources estimated.

In the second quarter, iPad's share is estimated to have dropped to about 30-35%.

Samsung Electronics, currently the world's largest smartphone vendor, has continually downwardly adjusted its shipment targets by 10-20% during the past two quarters, causing Taiwan-based supply chain makers to worry about decreased orders from Samsung due to its slipping global smartphone market share, according to those Taiwan-based makers.

Apple seems to be not alone now :-)

LG Display’s net income for the quarter was $3.1 million, according to the Associated Press, which cited Hanwha Securities as estimating that LG Display’s iPhone screen sales had fallen by 42 percent, compared with the quarter before, while iPad screen sales fell by 31 percent.

Things are not good.

@konjow

Nothing amazing - http://www.pandawill.com/notebook-tablet-pc-mid-c438/android-os-c306.html?resolution=229

Just check topic about A31 based tablets.

Why is there never GPS in Chinese 10" tablets?

Because people do not use GPS in China, I guess. Hence in integrated solutions GPS support is usually absent.

Apple has reportedly stopped placing component orders for its Mac series products recently and related upstream suppliers so far have not yet received any word about when the US-based vendor will resume its orders, according to sources from the upstream supply chain.

The sources revealed that Apple's Mac orders to the supply chain dropped to almost nothing after the Lunar New Year holidays. Apple had high hopes for its Mac product lines and placed aggressive orders at the end of 2012; however, the company is now badly affected by the decision.

Hmm.