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Cell Phones, Handsets

AUDIO – Tech analyst Rob Enderle talks Apple, Tim Cook, iPad 3 and Foxconn troubles

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“”Without Steve Jobs, Apple has lost its primary product focus – kind of its quality core. Also, it has lost its principle pitchman because the other thing that Steve Jobs did is he could get up in front of an audience and he could convince us of something that we otherwise wouldn’t buy.”
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Will iPad 3 get killed by Android and Windows 8?

Apple is believed to have phenomenal product momentum (iPhone 4S, iOS 5), expanding distribution and a solid product pipeline.
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VIDEO – Foxconn Chengdu factory, worker conditions and employee interview

In a Foxconn factory located in Chengdu, China, Foxconn employees assemble Apple iPads, iPhones and other products. Apple has recently taken very public steps to better manage working conditions in Asian factories that comprise part of its global supply chain but there remains more work to do.
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VIDEO – Foxconn Fear Factory: How American manufacturing can compete with China

VIDEO – The Daily Show host Jon Stewart adding his usual schtick to labor and working conditions inside factories at Chinese EMS provider Foxconn.
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VIDEO – Apple supply chain transparency and supplier responsibility must also influence public opinion

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VIDEO – Apple’s first fiscal quarter earnings, which were just released, more than doubled (+118%) from the same period one year ago. One could easily say things are under control. Apple takes a seat at the table of public opinion with both hands visible and palms facing upward – its body language clearly indicating a willingness to cooperate – while citing numerous violations and areas of concern.
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Full report: EMS / ODM worry about profitability as fall 2011 survey reveals pessimism in electronics supply chain

471 survey respondents from EMS/ODM, Component Manufacturers, Distributors, Electronic Equipment Manufacturers, OEMs and Semiconductor Manufacturers answer questions on the economic situation; employment, inventory levels, business volume, and prices providing insight into the levels of …
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Apple supply chain spreads wealth beyond Foxconn

A recent Asia-based research report on Apple sheds more light on the Cupertino-based consumer tech giant. Primarily, how Apple’s supply chain contributes in sales (%) to various vendor- and supplier-type companies serving Apple. It is easy to understand the rising …
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EMS or ODM: What will Pegatron be once turnaround is complete?

Pegatron is struggling, and straddling, EMS v. ODM business models because R&D resources are limited. Essentially, electronics product notebook design is like an ODM business model, but LED TV and iPhone assembly is more like an EMS business.
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Elcoteq CEO is out. Why and, what’s next?

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Do you feel any member on the Company’s board is comfortable sticking his neck out to make the tough calls required in the current boardroom environment? It’s my guess board members will want to blend in as much as possible to not risk …
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New business emerging at ODM Wistron, and recycling getting traction

Wistron has hired around 1,000 R&D engineers since mid-2010, preparing for its new businesses, including tablet PC, cloud computing and recycling. Wistron notebook growth to exceed growth at Compal and Quanta.
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