Tag Archive for 'android'

China Smartphone Market Going Flat Out

“the pace of inventory build-ups have been unable to catch up with the growth in demand for smartphones in China and other emerging markets, said the sources, noting that overall shipments of smartphones by China-based makers for domestic and overseas sales have skyrocketed to 30 million units a month recently compared to 20 million units in the first quarter of 2013.”
see China market: Several smartphone components in short supply

Eat your heart out, Wintel… While you have negative growth in shipments, stuff with Android/Linux on ARM is maxed out, limited by supplies of components to growth over 100% per quarter.

- Robert Pogson

Canalys On Wintel

‘The combination of ARM-based chipsets and Android has taken computing devices to new, lower price points. If Microsoft and Intel are serious about capitalizing on this exploding market, both will need to ensure that their OEMs can remain competitive on price.’
see Smart mobile device shipments exceed 300 million in Q1 2013

More than a decade ago, M$ was worried when the price of an ATX PC box was ~$1K. Well, that capability is now available for ~$100. It’s time to rethink everything. Trying to raise the price of PCs as “Ultra”-somethings won’t cut it. Even an ARMed smartphone is absolutely wonderful… Trying to spread FUD won’t cut it as even the consumers on the street and the news media can see that the emperor has no clothes. Remember, every middle-aged user on the Earth has seen enough BSODs and malware to last a lifetime. Now that they can see a price-difference between Android/Linux on ARM and Wintel, large numbers are choosing the less costly and better-performing option.

If you want an alternative to Android/Linux or M$’s OS on your PC, consider Debian GNU/Linux, “the universal operating system”.

- Robert Pogson

Notebook OEMs’ Problems Are Not Hardware Nor Volume…

“Compal raked in over $5.6bn in revenue during the first quarter of this fiscal year, although its net profit was a measley $470,000 or so – a drop of over 37 per cent from the same quarter the previous year.”
see Notebook sales to surge, says notebook seller

What was M$’s take on that??? Probably more than $1billion and with a huge margin.

OEMs’ problem is not the hardware nor the volume. Their problem is M$ is a millstone around their necks. M$ has been getting a free ride for decades. It’s time OEMs installed Android or GNU/Linux by default rather than that other OS. Wake up and do the maths, Compal and friends. Retailers too should wonder why the product is not selling with all the advertising and shelf-space devoted to it.

- Robert Pogson

Android/Linux Could Redefine “PC”

“Given Android’s success in the mobile market, one has to wonder how long it will be until we see the operating system loaded onto PCs and go head-to-head against Windows and iOS. Given the way that buyers (consumers and enterprise alike) have embraced Android on smartphones and tablets — activations of new devices sit at 1.5 million daily, or 45 million every month — it seems logical to give consumers what they want, and put this operating system onto notebooks, convertibles, and hybrid systems.”
see Android is crushing Apple and Microsoft in the mobile device market

I’d say one or two more quarters should severely damage M$’s relationship with OEMs. Android/Linux and GNU/Linux are looking better every day.

- Robert Pogson

Autopsy During The Death Of Wintel

“The highest share of computer usage occurs during core working hours (10am-5pm), taking a dip in traffic share in the evenings after 8pm. This makes room for tablets which are used heavily during evenings, with share of device page traffic peaking at 8pm-9pm on a typical workday in the UK.”
see An Average Monday in the UK: PCs for Lunch, Tablets for Dinner

There it is, a preliminary report for the post-mortem study. Wintel is still hanging on for business-use which is more locked in than consumers but it has taken a large drop. M$ is no longer the goto supplier of IT for consumers. It’s about time retailers got the news and gave more shelf-space to GNU/Linux as well as Android/Linux. The price/performance of legacy PCs must improve significantly if retailers want to ship legacy PCs to consumers.

Businesses had better notice that their competitors are using more small cheap computers and change the way they do IT if they want to remain competitive.

- Robert Pogson

M$ Flailing, Not Sailing

Comment seen on The Register about M$’s planned “update” to “8″ fixing the damned GUI. At time of writing, upvotes totalled 44 and downvotes totalled 52. The Register has trolls too …
“MS wants to destroy the old classic windows in favour of a metro interface. That would give MS three things:

  1. unified UI across mobile and dekstops
  2. the ability to make people demand metro on mobile devices, using the MS-desktop monopoly to take over a brobdingnagian chunk of the mobile market.
  3. a lock-in mechanism to force people to use its "App Store".

It turns out that this strategy has backfired badly. No one is buying Metro on phones, tablets, Surfaces, or, indeed, on Desktops, despite that people have no alternatives at retail, e.g. PC world etc.”
see Microsoft: All RIGHT, you can have your Start button back

So, the trolls who come here and tell us that so many millions of licences of “8″ sold mean M$’s OS is beloved are simply wrong. Even M$ says that publicly. Why don’t the trolls get that? If all you find on retail shelves is “8″ consumers may easily be forced to buy “8″. OEMs may have been forced to ship 100 million PCs with a hated GUI but a lot of consumers refused to buy that stock from retailers. The result has been a huge downturn in sales in the real world to real people and the virtual people at M$ are changing things once again to give people more of what they want.

Too little, too late. The world has moved on to the point that with Vista and “8″, M$ has introduced more people to GNU/Linux and Android/Linux than all the FLOSSies, GNU/Linux geeks, rogue computer teachers and huge rollouts in government and business have accomplished over a decade. Thanks, M$.

Don’t like some of the new GUIs in GNU/Linux? No problem. Install this, remove that and voila!, you can have what you want with GNU/Linux. No need to wait for some huge remote corporation to survey the world to help them decide what you want…

Are you an OEM with paper-thin margins seeing unit shipments down ~15%? No need to wait for M$ to get its act together, just ship GNU/Linux.

Are you a retailer with stagnant retail shelves? Order GNU/Linux from your suppliers and watch SKUs fly off the shelves.

Are you a consumer tired of being lead around by the nose by M$? Be FREE! Demand GNU/Linux. It comes with a licence that permits you to use the hardware you buy the way you want.

Use GNU/Linux and FLOSS. It’s the right way to do IT.

- Robert Pogson

Facts and Fictions About GNU/Linux Desktops

For much of the last year FUD has been spread about the viability of GNU/Linux on the desktop. Either the FLOSS developers are amateurs, the ecosystem is too diverse, there’s no money to be made or it’s just broken… That’s all FUD. GNU/Linux desktops are going places. You can see that on Wikipedia and other webstats. Nowhere, not in any country Wikipedia lists is Linux below 1%. Their global average is 7.55%. Some of that is Android/Linux but they haven’t sorted that out properly. For example they show Apple’s share as iPhone 16.13% + iPad 9.05% + Mac 6.71% + iOS 0.66% and total share of Windows is 55.73%. Clearly, it’s Windows that is in decline. A year ago they were 73.38%. Nowhere is GNU/Linux share declining even as the world pumps out hundreds of millions of legacy PCs and smart mobile thingies annually. In fact it’s growing. All the major OEMs produce GNU/Linux desktops/notebooks. Some retailers even sell them. Imagine what the share of GNU/Linux would be if retailers put a fraction of their advertising money to the task. The present share is achieved with almost no advertising, just what’s on the web.

The key to growing the share of GNU/Linux desktops is not in radical change in the ecosystem but getting retailers to demand GNU/Linux. That’s happening this year as ChromeBooks made a dent. Even the big box stores in North America were selling them.

Some are even selling Android/Linux on notebooks. The retail world is ripe for innovation and retailers will sell GNU/Linux globally sooner or later. I think it will be sooner as they try to move product where “8″ is floundering. No retailer wants to be paid to reserve retail shelves for a dead product. Retailers value turnover, recycling their capital multiple times with tiny margins to be competitive.

Proof that retailers can and do sell GNU/Linux can be seen in the Dell/Canonical relationship in India and China and Walmart selling tons of GNU/Linux legacy PCs in Brazil. Brazil has its own OEMs and global OEMs have to go to Brazil to play in that market.

The problems with wider usage of GNU/Linux lie not with anything in the GNU/Linux ecosystem but external forces: M$’s marketing strategies to exclude competition and retailers’ unwillingness to escape M$’s traps. In India and China most retailers and other businesses are not locked in as the market is young and growing rapidly. In Brazil government tariffs exclude most importations and the government promotes FLOSS so it happens. If governments everywhere enforced anti-competition laws, the problem would evaporate as retailers see higher margins with FLOSS.

The FUD is fuelled by web statistics that show an irrelevant ~1% share for GNU/Linux. Those are clearly wrong. One can see it in the share claimed by MacOS which is larger than what Apple claims… or the fact that in countries where GNU/Linux is flying off retail shelves there’s hardly a flicker in the statistics.

On the business side, the following link points out that businesses are not interested in M$’s marketing bling but want stuff that works and works more or less the way Lose ’95 worked. Businesses don’t want to change OS just because M$ wants more money. They are fed up with the Wintel treadmill and are ready to migrate to GNU/Linux just to avoid Wintel. A lot of mission-critical applications on servers have been migrated to FLOSS and there’s little reason to retain that other OS on clients. Businesses are using web applications, clouds and thin clients where M$ has no monopoly. That trend has been growing for years and there’s no end in sight.

For a thorough discussion of some of these issues, see Is the Linux desktop becoming extinct?

- Robert Pogson

Plug Your Ears. That Sound You Are About To Hear Will Be An Android/Linux Explosion

It’s going to be loud. Android/Linux is the most widely accepted OS in the last year and it’s about to go even faster:

"The other thing I think I’d point to is the $50 Android smartphone is about to hit the market worldwide. Smartphones are about to be put in the hands of another 3 billion people who don’t have them. And that’s probably the single biggest thing that’s happening right now."
see Andreessen: Android poised to explode in emerging markets

I think there will be repercussions for years to come. What retailer will hold that the one true OS for retail shelves is M$’s OS when it’s not selling and FLOSS is selling like hot cakes? This explosion marks the collapse of the Wintel monopoly. It might survive as some mutation but never again will consumers lack choice on retail shelves.

- Robert Pogson

That Other OS An Also-Ran In Q1 2013 Tablets Shipped

By this time next year, Android/Linux will be the giant of tablet OS.
Tablet_OS_1Q2013

It’s not just the current performance that matters. It’s the growth rate, 247% year over year. iOS with a much smaller share has growth of only 65%. That other OS has a spectacular 700% growth rate, but even if they could duplicate that this year, they would have a smaller share than iOS…

This comes after M$ pulled out all the stops and dictated how UEFI would work and spent hundreds of $millions on advertising. They could not even come close with all their restrictions and leverage. In the last year, the monopoly has died. There are just a few retail shelves to be swept clean of M$’s OS. By next year, */Linux will be swarming all over and M$ will have to pay people to listen.

see Worldwide Tablet Market Surges Ahead on Strong First Quarter Sales, Says IDC

- Robert Pogson

Android/Linux Saves Lives

To infantry, the sniper is hated, unless he’s working for you. A single shot is enough to kill at extended ranges and it’s almost impossible to locate a sniper from that one shot unless…
“You are walking down the street with a friend. A shot is fired. The two of you duck behind the nearest cover and you pull out your smartphone. A map of the neighborhood pops up on its screen with a large red arrow pointing in the direction the shot came from.

A team of computer engineers from Vanderbilt University’s Institute of Software Integrated Systems has made such a scenario possible by developing an inexpensive hardware module and related software that can transform an Android smartphone into a simple shooter location system.”
see Tracking gunfire with a smartphone .

Yes, there’s an app for that. Combining the GPS, timing and audio-processing available in Android/Linux, the problem comes down to maths and geometry. So, Android/Linux does save lives.

- Robert Pogson

and So It Came To Pass

Sometimes I get things right. Last year, I predicted that 2013 would see lots of */Linux notebooks shipped and sold.
(“I expect 2013 will see more widespread adoption of GNU/Linux as well as prices of desktop/notebook PCs plunge in order to compete on price/performance.”)
That appears to be a winner…“Expect to see Intel-based Android laptops and hybrids priced between, let’s say, $200 to $500 in the coming months. (Likely, at first, from companies such as erstwhile Netbook vendors Asus and Acer.)
see 'Wintel' on the wane: Intel goes Google

- Robert Pogson

Erosion of Wintel

M$’s fans rightly point out that M$ has a lock on business computers but…“The GOH market category, typified by Nintendo’s 3DS and Sony’s PlayStation Vita, has recently been overshadowed by gaming-capable smartphones and tablets and this trend is likely to continue. IDC research shows, for example, that the number of paying smartphone and tablet gamers will surpass the number of paying GOH gamers worldwide in 2013 and rise at a rapid rate through 2017. The number of GOH bundles shipped, meanwhile, should fall at an average of nearly 7% per year over the next five years. The installed base of GOH’s is being overwhelmed by smartphones and tablets that are used for (primarily casual) gaming.”
see IDC Mobile/Portable Gaming Forecast Finds That Paying Smartphone and Tablet Gamers Will Surpass the Number of Paying Gaming-Optimized Handheld Gamers This Year

and, further,
“The worldwide mobile phone market grew 4% year over year in the seasonally slow first quarter of 2013 (1Q13) as smartphones outshipped feature phones for the first time. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 418.6 million mobile phones in 1Q13 compared to 402.4 million units in the first quarter of 2012 and 483.2 million units in the fourth quarter of 2012.

In the worldwide smartphone market, vendors shipped 216.2 million units in 1Q13, which marked the first time more than half (51.6%) the total phone shipments in a quarter were smartphones. The market grew 41.6% compared to the 152.7 million units shipped in 1Q12, but 5.1% lower than the 227.8 million units shipped in 4Q12.”
see More Smartphones Were Shipped in Q1 2013 Than Feature Phones, An Industry First According to IDC

and

“The Middle East and Africa PC market experienced a significant decline of 14.1% year on year during the first quarter of 2013, according to preliminary results released by International Data Corporation (IDC), the premier global market intelligence and advisory firm for the information technology and telecommunications markets. Total PC shipments in the region slowed down to 5.3 million units, with desktops declining 18.4% year on year to 2 million units, while notebook shipments declined 11.2% year on year to total 3.3 million units.”
see IDC Reports Steepest PC Market Decline Yet For the Middle East and Africa Region as Microsoft Windows 8 Is Unable to Spur Incremental PC Demand

So, the monopoly is momentarily OK, teetering on the brink of a chasm of great depth, but where’s the up-side? Their gaming niche is shrinking. Their mobile effort is relatively feeble. Their lock on business is being eroded by BYOD (Bring Your Own Device), Google’s cloud apps, and LibreOffice and OpenOffice.org. Their lock on retail shelves is busted wide open with the small cheap computers running */Linux being everywhere. Is there any doubt that retailers will give space to GNU/Linux now, in the face of all the other weakness?

Erosion starts at the edges. It can be very gradual but it can also open gaps in the dike, sponsoring a flood. 2013 seems to be the year that a flood swept away the Wintel monopoly. M$ and Intel still have huge revenue but M$ is relying more than ever upon it’s last pillar, business, and Intel is selling more Atoms and fewer hair-driers. Intel is adapting by moving to 14-22nm technology which lowers the cost of its products both to buy and to operate. M$ is adapting by advertising and litigating more…

In the end it seems to me that Intel will be able to thrive in any environment as Moore’s Law reduces the energy-cost of operating Intel’s chips but M$ is doomed to destruction or much lower prices. Both will have to compete on price/performance and M$ cannot beat the performance of FLOSS. The advent of thin client and web applications/cloud services means the lock-in that holds business close to M$ is loosening at the same time that FLOSS keeps improving on client and server.

- Robert Pogson



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My Mission

My observations and opinions about IT are based on 40 years of use in science and technology and lately, in education. I like IT that is fast, cost-effective and reliable. I do not care whether my solution is the same as yours. I like to think for myself.

My first use of GNU/Linux in 2001 was so remarkably better than what I had been using, I feel it is important work to share GNU/Linux with the world. I have been blessed by working in schools where students and school systems have benefited by good, modular software easily installed in most systems.

I have shown GNU/Linux to thousands of students and hundreds of teachers over the years and will continue in some way doing that until I die in spite of the opposition.

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