Handset market in May 2012

The handset market in May 2011 shrunk slightly compared to April but inventory levels dropped slightly relieving tension of the market. Sell-through increased backed by markets like India and Africa but the Developed markets where gloomy and even China showed signs of stagnation. The Macro economic downturn is affecting replacement sales globally save a handful of countries.   The…

Sony finally puts the pieces together

After launching the PlayStation in 1998, establishing Sony Pictures in 1991 and re-establishing Sony Music Entertainment in 2008 Electronics Giant Sony has finally decided to put all the pieces together with their premium consumer electronics. We believe there will be one control tower for cloud based content distribution and it will be the 2011 announced Sony Entertainment Network. Parent…

Recap of the Smartphone Market in 2011

    2011 ended with smartphone sales reaching 484 million units. This is a 61% jump annually. Growth continues but it is slowing down as most of the developed markets come close to 80~90% penetration. Annual growth will probably drop to the 30% range in 2012. For smartphones it was a two horse race in 2011 but Samsung dominated in terms of volume in the last quarter, sending…

CES 2012, Smart TV, Smart Appliances and Smart Cars

If the previous CES 2011 heralded the post-pc Tablet era, CES 2012 was all about Smart CE (Consumer Electronics) and TV was at the center. Of course another post-pc phenomenon, the Ultrabook, caught the eyes of the crowd as well. The Ultrabook category is an Intel-proposed line of laptops resembling the Macbook Air in all aspects. It’s sure to replace the previous laptops in the market now.…

Smartphones Roar in Holiday Sales

It’s no secret that smartphones are one of the hottest products offered in the current market. Consumers absolutely love android technology and the everlasting Apple iPhone series. Even during the holiday season where shoppers tend to plea to decrease their spending, smartphone retail sales demonstrate the complete opposite. This most recent holiday season was just roaring for retailers both…

HP scraps plans for webOS after writing off $3.3 billion

After 2 years HP has decided to cease all webOS products, which are smartphones and tablets. HP had bought Palm in 2010 at a price of $1.2 billion. The price they paid was the equivalent of 9% of their total cash reserves at the time. But the amount of money they are writing off on their books now is $3.3 billion in total. In total we estimate webOS was an expensive bet costing HP almost $5…

How big a success will Kindle Fire be?

Amazon has surprised the industry by announcing a new tablet out of the blue, the Kindle Fire. It’s an evolution from the e-book reader series it has been releasing and a very interesting product. We think the question is not ‘will it succeed’ but ‘how much will it succeed’. The product itself is quite mediocre and not anything new. It lacks a lot of good features that are already in the…

CES 2011, the year of the tablet ahead ? Not so fast.

It was all about tablets at the Consumer Electronics Show, Las Vegas, the biggest event in the industry. Almost 80 new tablets were announced after, a new market sprung up from nowhere with the Apple iPad. Apple sold almost 15 million iPads and it seems like companies think it’s the iPhone syndrome all over again, with more magnitude maybe. Android based tablets were the majority, almost 90%…