Netbook News

According to foreign media reports, Forbes recently published an article that the world’s largest chip maker Intel not long ago will be the fourth quarter of the year revenue by 6.8%, the reason is caused by the flood of hard drive out of stock in Thailand in computer shipments blocked. The first half of this year, the global 40% to 45% of the hard drive in Thailand production. Thailand floods hit hard disk production, then the PC industry adversely. Through the shares and price projections estimate, HP and dell major global PC makers such as income could be quite shrink.

On the market, the processor in a PC prices close to one 5. Such as Intel income loss of $1 billion, means the loss of the PC makers may reach $5 billion. Currently Intel processor market share of more than 80%, according to the calculation, the processor market about $1.25 billion in losses, which contains AMD and nVIDIA the loss. Price 5-1 formula calculation, PC industry loss can be amounted to $6 billion. The American market research firm IDC estimates, the fourth quarter of the year worldwide PC shipments may be reduced by 10%. Such as each computer is priced at $600 calculation, PC manufacturers of the damage from the up and down in $6 billion.

The figures for the largest PC makers HP is a bad news. HP accounted for 18% of the worldwide PC shipments. Hard disk supply crisis may have damaged due to its about 1.1 billion dollars.

However, PC makers hit most of the bad results will appear in the first quarter of 2012. Due to high prices of hard disk in short supply, first quarter 2012 PC shipments may be reduced by more than 20%. HP and dell PC manufacturers such as that loss more.

According to the market research company Trefis data, PC parts accounting for $42 HP stock price forecast of 13%. (the appended drawings) in the fourth quarter of the year and the first quarter of next year PC shipments dropped, HP’s share price to $42 expected slowdown. In contrast, dell PC business to the reliance of the deeper, the 22% of the revenue from the PC business. Dell is expected to $21 share price expectations will have a more significant drop.

According to foreign media reports, sources said Thursday, because apple is increasing the number of component suppliers, the company has already absorbing sharp as its next generation iPad tablet computer screen supplier.

The sources said apple plans to release the next generation iPad next year. It is reported, sharp in central Japan guishan 2 for apple iPad production factory will touch screen. The news says, apple will be located in Japan to sharp panel production factory for investment, but revealed no investment amount. With more than a accessories manufacturers to cooperation, show that apple want to ensure that get enough spare parts, to the production of the iPad and iPhone popular mobile phone. The headquarters is located in the Japanese city of Osaka sharp production liquid crystal display panels, is mainly used in the tablet computer, smart phones and liquid crystal TV.

It is reported, sharp to the apple iPhone already provide LCD screen. In addition, sharp also will be the next generation of apple iPhone to provide mobile phone screen. The personage inside course is expected to present, apple will be in the next year when the next generation iPhone launched a mobile phone. Usually, apple won’t foreign revealed the component suppliers.

Although apple a quarter’s performance does not reach market expectations, but the iPhone and iPad selling or improve the company’s profits. Apple said last month, the company of September 24, in the fourth quarter of 11.1 million sales a iPad, far more than in the same period in the 4.2 million. Season, apple net profit up 54%, to $6.6 billion; Revenue up 39% to $28.27 billion.

Start for iPad supply panel, when sharp LCD panel of itself to business, and increase the smartphone and tablet computer in the small size panel products, alternative for television’s large size panel. Red ear Investors Securities (Mizuho Investors Securities) Nobuo Kurahashi analysts said, “with apple’s transaction to be let sharp products sales more stable, let its technology to get more attention.”

Apple decided to adopt in the iPad in the sharp LCD panel, when the company launched a series of patents and samsung electronics the war. Samsung electronics is now one of the biggest parts suppliers apple, provide memory chip and LCD panel, etc. To the iPhone and iPad in at the same time provide fittings, samsung electronics is also in smart phones and apple tablet PC market is one of the biggest competitor.

Samsung electronics chief operating officer and chairman Lee in rong (Lee Jae-yong) in October this year, have said that although and apple appear between many contradictions, but before the end of 2012, samsung electronics will still provide fittings to apple.

RIM blackberry in December 2, is that the company will be included in this quarter the $485 million cost, for the PlayBook of the price, reduce inventory, and is expected to full-year profit target cannot achieve. It also means that it will be forced to sales in the red PlayBook.

Not all of the tablet computer are like amazon that lucky, can be in a very short time to achieve and apple iPad line-up pattern. RIM blackberry is a more tragic example. According to foreign media reports, RIM blackberry PlayBook sales continue to slide two months, at present the iPad sales is only about 1%. Facing the strength of the competitors, RIM will be forced to cut more than the original price PlayBook price half, fell to $300, the costs of production in the PlayBook for $250 to $300, that would also mean the blackberry will lose sales.

Avian securities analyst Matt Thornton (Matt Thornton) said RIM needs to pay for the loss, because the current PlayBook is the only a running BBX operating system products. RIM will be the future of the company lies in BBX. Give up PlayBook marks on the BBX no faith, alienated developers, and so he will be in the face of the apple iOS and Google’s Android mobile provides almost can’t face any competition. Thornton said, “RIM can’t give up PlayBook. PlayBook is RIM to the only can show developers a BBX products, it has not been launched operation BBX smartphone.”

Writedowns PlayBook inventory value is another one of RIM encounter bad news. Blackberry smartphone market share is being iPhone and Android mobile phone nibbling. Apple and Google can rely on the mobile phone of hundreds of thousands of applications running to appeal to consumers.

RIM said, stimulate PlayBook sales need more promotion measures range. The third quarter sales PlayBook by the second quarter of 500000 sets down by 150000 units. According to Mr Thornton says, this means the production cost of $250 to $300 the PlayBook may need further reduction, “if the retail price down to $199, RIM would lose money every sales. RIM a PlayBook will lose money”.

Market research firm IHS iSuppli data show that apple in the latest quarter sales in 11.12 million iPad, the first quarter amazon Kindle Fire sales could reach 3.9 million sets. Due to the low sales, HP August gave up the TouchPad tablet computer.

The joint RIM CEO Mike raza rafael in (Mike Lazaridis) December 2, said PlayBook can’t give up, because the tablet market “is still at an early stage,” according to some market promotion measures positive reaction, RIM believe this strategy will speed up the popularization of new operating system “, help for producing products next year to create applications should “.

Bahl & Gaynor investment consultant company’s Matt MaiKeKe Mick (Matt McCormick) said, “out for good in products, RIM management performance is not good enough, this also is the share price problem. My shrink see RIM prospect of signs of improving recently.” Since this year, RIM came to share prices fall 71%, the same period apple stock is up 21%.

The joint RIM CEO Jim baal zeri (Jim Balsillie) to march, analysts said the new operating system and development PlayBook of cost will be “the impact of recent revenue growth,” but, for a has “breathtaking market opportunity” for the product, this is worth it.

Selling several weeks, by batch of lack of special PlayBook email software. RIM commitment will through the upgrade package to solve this problem. According to the latest plan, RIM released in February next year upgrade packages. RIM said, first BBX software running of the blackberry smart phones will be released after finish development, no longer reiterated in the first quarter of next year with the release of the target.

Reduced the PlayBook released inventory, RIM shares fell 9.7%, is since the first quarter results after did not reach the biggest one-day fall. At present, RIM stock price than the book value of the $18.92 11% lower, suggests that investors think RIM less than its value of the cash, stock, real estate and intellectual property rights of the net worth the sum.