Robert Pogson

One man, closing all the windows.

Daily Archives / Tuesday, April 17, 2012

  • Apr 17 / 2012
  • 10

Why Apple Will Get Rich While Losing Market Share

Apple operates as if it were the centre of the universe and does a lot of business. Apple is its own bottleneck. The business-plan does not scale:

  • they still have only a few stores in China,

  • in the UK they starved their “partner” sales-channels while selling direct to all the early-adopters, and
  • the OEMs they are cutting out of the pie (most of them) are only too glad to ship Android/Linux.
    Chart: Worldwide Media Tablet Shipments Split by OS Historical and Forecast* 2010 – 2016 (Units in Millions)Description: Source: Worldwide Quarterly Media Tablet & e-Reader Tracker, March 12, 2012Note: IDC’s Worldwide Quarterly Media Tablet & e-Reader Tracker provides total market size and vendor share for both the Media Tablet and eReader markets in 46 countries. Detailed historical segmentation is provided by CPU type, operating system, connectivity type, screen size and resolution, storage capacity, distribution channel, and customer segment. Measurement for this tracker is in units, value, and end-user price. For more information, or to subscribe to the research, please contact Kathy Nagamine at 1-650-350-6423 or Further detail about this tracker can be found at: IDC, Tracker, Worldwide, Media Tablets, Media Tablet, OS, Android, iOS …Author: IDCcharts powered by iCharts

While Apple struggles to scale, the world can make its own smart thingies and leave Apple’s behind. Of course, it’s their own business to decide their own limits but they continue to claim superiority with their condescending attitude to consumers, competitors, and just about everyone. “Come to shop. Return to learn.” insults their customers. Perhaps they will be content with a 5% share like they have with desktops.

  • Apr 17 / 2012
  • 6

28 nm at TSMC

Digitimes reports TSMC (Taiwan Semiconductor Manufacturing Company) is ramping up 28nm production so that it is about 5% of production this quarter. By the end of the year 28nm should be making quite an impact in smart thingies. Intel has been reducing power consumption of x86 but these things will “run on fumes” or body heat… By next year battery-life or power-consumption should not be critical to either technology. Intel still has to compete on price/performance and will have to cut prices. It’s all good.

I expect in 2013 everyone and his dog will have something running Android/Linux on a smart thingy. The prices of some ARMed chips is as low as $6 and Chinese white-box OEMs are going nuts producing about 30% of China’s demand. “The Little Woman” even let me touch hers to add the ftp client app… Maybe I will get a smart thingy for Christmas so she can tell me what to do remotely…

  • Apr 17 / 2012
  • 14

Will “8″ Fly or is it Cripple-ware?

I just glanced at the specs for software included with “8″:

  • “8″ on x86 will have two versions, pro and amateur,
  • “8″ on ARM will have one version, confused (an office suite, no media player and no joining a domain…),

I don’t get it. The inclusion of an office suite for ARM suggests it’s intended for business, but the lack of joining an inActive Directory domain suggests otherwise. Perhaps no one will want the thing.

see The Register – Microsoft announces Windows 8 versions

Oh, and this monstrosity will be called RT for some reason… Real Time (That’s what DEC used to call their OS)? Random Trouble? Rancid Tripe? Rough Twaddle? Rather Tiny?

On another angle, since the licensing fee for M$’s office suite is huge, will this make tablets with Lose RT not salable? If M$ includes it for $0 will that undermine sales on x86? Hmmm… I don’t think M$ has thought this thing through… What’s a “media tablet” to do without a “media player”? Really, if M$ cannot make software for their own OS why would anyone expect ISVs to do so?