3G addressable market to grow from 40 million in 2011 to 150 million in 2012 for a growth of 273% Y/Y. Following Apple’s robust results for its most recent quarter preceding the release of this posting, one investment bank takes …
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Consumer & Handheld Electronics
Report: iPhone takes on large, growing Chinese handset market
AUDIO – How Apple iPad is impacting tablet OEM, semiconductor and EMS / ODM firms
Apple’s iPad is clearly the dominant tablet in the market. What does all of this mean for OEM tablet makers; semiconductor firms, ODM / EMS manufacturing relationships and the consumer?
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AUDIO – Tech analyst Rob Enderle talks Apple, Tim Cook, iPad 3 and Foxconn troubles
“”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
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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Economic, scale challenges for Pegatron notebook business
Notebook ODM / EMS is still Pegatron’s core business. It is estimated notebooks will contribute to 40% of Pegatron’s FY11 sales. But, without gaining orders from tier-1 notebook OEMs, achieving operating margin targets could be problematic.
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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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