Tag - IHS iSuppli
A new iPad mini teardown analysis by IHS iSuppli shows that Apple is making up to a 43 percent gross margin on each 16GB Wi-Fi iPad miniit sells, reports AllThingsD. The BOM (bill of materials) shows that the components in a 16GB iPad mini with Wi-Fi costs Apple at least $188 in costs. Additionally, Apple only pays an additional $15.50 parts for the 32GB model and $46.50 for the 64GB model providing Apple with a gross margin of 52 percent and 56 percent respectively for those models.
IHS iSuppli has revised down its prediction for ultrabook shipments for this year, and the analyst firm now believes PC manufacturers will ship 53 percent fewer units than it had previously estimated. ZDnet cites a new report from IHS that saw the firm's previous estimate reduced from 22 million ultrabooks shipped for 2012 to just 10.3 million. The revised estimate is said to be due in part to the continuing popularity of smartphones and tablets.
Intel has managed to not only hold on to but widen its lead as the world's largest chip designer in the past year, iSuppli determined Monday. By revenue, Intel had seen its revenue in 2011 go up over 20 percent to $48.7 billion dollars despite the effect of the iPad and other tablets. ARM's champion, Samsung, had moved just over half a point to $28.6 billion.
Separate IHS iSuppli and Strategy Analytics studies Friday have backed Apple's rapid return to the top of the smartphone space in the fall. Determining that Samsung had shipped 36 million smartphones, slightly higher than Samsung's preliminary estimates, IHS iSuppli put Apple's 37 million iPhones just on top. Although Samsung nearly quadrupled the amount of smartphones it shipped and moved more year-long, Apple's higher starting point meant it could just double its yearly shipments to stay competitive.
The Amazon Kindle Fire has already occupied much of the Android tablet market in just one season, IHS iSuppli estimated Friday. At 3.9 million of the mini Android tablets, it would have 13.8 percent of the entire tablet share for the fall. Researchers are modeling for Apple to ship 18.6 million iPads, which would be enough to get it 65.6 percent of the tablet space.
IHS iSuppli revised its earlier cost breakdown for the Amazon Kindle Fire to a lower figure in a more final estimate that showed Amazon was still taking a loss on each device sold. While it's now expected to cost just $201.70 to make, that still told AllThingsD the $199 Android tablet was losing Amazon money on each sale, even before factoring in shipping and other costs. A look at the final product showed that there were cost savings even beyond what had been expected, including on the inside.
Amazon's fourth-generation Kindle costs more to make than its $79 selling price, a cost breakdown has uncovered. IHS iSuppli told Main St that the e-reader costs $84.25 to build, or a combination of the $78.59 in raw parts and $5.66 in assembly. The most expensive part was the E Ink Pearl screen, at $30.50, while the circuit board was next at $30.37.
Amazon's Kindle Fire is being sold at a loss to heat up competition with Barnes & Noble and Apple, IHS iSuppli estimated Friday. Based on a list of known and expected components, it believes the seven-inch mini tablet costs $209.63 in raw parts and manufacturing, or about $10 more than its $199 asking price. A high-quality IPS-based LCD at $87 is a large part of that cost, while adding the dual-core TI OMAP processor and other mainboard components pushes it up by another $70.40.
Mobile OS-based tablets like the iPad or Android models will overwhelm Windows tablet PCs by a factor of ten to one, IHS iSuppli estimated on Wednesday. The analyst team believed Windows PCs would grow at a slightly faster rate, at 81.5 percent versus 72.1 percent, but that it was starting from so far behind that Apple, Google, and others would have a combined average size ten times that of Windows-led PC tablets through to about 2015. About 262.1 million iPad-class tablets could be shipping by that year where 45.2 million PC-level tablets would be around at the same time, still a factor of almost six to one.
In spite of attempts by Google and others, Apple's iOS App Store should still represent the majority of mobile app revenue three years from now, IHS iSuppli estimated on Tuesday. Apple's portal was expected to grab 76 percent of app revenue in 2011, or $2.91 billion, but would still have 60 percent of that by 2014. Android Market was predicted to be quadrupling its share this year, but at $425.36 million would still not be moving fast enough to take the top spot.
Now AAPL Stock: 95.89 ( + 0.29 )
Cirrus creates Lightning-headphone dev kit
Apple supplier Cirrus Logic has introduced a MFi-compliant new development kit for companies interested in using Cirrus' chips to create Lightning-based headphones, which -- regardless of whether rumors about Apple dropping the analog headphone jack in its iPhone this fall -- can offer advantages to music-loving iOS device users. The kit mentions some of the advantages of an all-digital headset or headphone connector, including higher-bitrate support, a more customizable experience, and support for power and data transfer into headphone hardware. Several companies already make Lightning headphones, and Apple has supported the concept since June 2014. http://bit.ly/29giiZj
Apple Store app offers Procreate Pocket
The Apple Store app for iPhone, which periodically rewards users with free app gifts, is now offering the iPhone "Pocket" version of drawing app Procreate for those who have the free Apple Store app until July 28. Users who have redeemed the offer by navigating to the "Stores" tab of the app and swiping past the "iPhone Upgrade Program" banner to the "Procreate" banner have noted that only the limited Pocket (iPhone) version of the app is available free, even if the Apple Store app is installed and the offer redeemed on an iPad. The Pocket version currently sells for $3 on the iOS App Store. [32.4MB]
Porsche adds CarPlay to 2017 Panamera
Porsche has added a fifth model of vehicle to its CarPlay-supported lineup, announcing that the 2017 Panamera -- which will arrive in the US in January -- will include Apple's infotainment technology, and be seen on a giant 12.3-inch touchscreen as part of an all-new Porsche Communication Management system. The luxury sedan starts at $99,900 for the 4S model, and scales up to the Panamera Turbo, which sells for $146,900. Other vehicles that currently support CarPlay include the 2016 911 and the 2017 models of Macan, 718 Boxster, and 718 Cayman. The company did not mention support for Google's corresponding Android Auto in its announcement. http://bit.ly/295ZQ94
Apple employees testing wheelchair features
New features included in the forthcoming watchOS 3 are being tested by Apple retail store employees, including a new activity-tracking feature that has been designed with wheelchair users in mind. The move is slightly unusual in that, while retail employees have previously been used to test pre-release versions of OS X and iOS, this marks the first time they've been included in the otherwise developer-only watchOS betas. The company is said to have gone to great lengths to modify the activity tracker for wheelchair users, including changing the "time to stand" notification to "time to roll" and including two wheelchair-centric workout apps. http://bit.ly/2955JDa
SanDisk reveals two 256GB microSDXC cards
SanDisk has introduced two 256GB microSDXC cards. Arriving in August for $150, the Ultra microSDXC UHS-I Premium Edition card offers transfer speeds of up to 95MB/s for reading data. The Extreme microSDXC UHS-I card can read at a fast 100MB/s and write at up to 90MB/s, and will be shipping sometime in the fourth quarter for $200. http://bit.ly/294Q1If
Apple's third-quarter results due July 26
Apple has advised it will be issuing its third-quarter results on July 26, with a conference call to answer investor and analyst queries about the earnings set to take place later that day. The stream of the call will go live at 2pm PT (5pm ET) via Apple's investor site, with the results themselves expected to be released roughly 30 minutes before the call commences. Apple's guidance for the quarter put revenue at between $41 billion and $43 billion. http://apple.co/1oi1Pbm
Twitter stickers slowly roll out to users
Twitter has introduced "stickers," allowing users to add extra graphical elements to their photos before uploading them to the micro-blogging service. A library of hundreds of accessories, props, and emoji will be available to use as stickers, which can be resized, rotated, and placed anywhere on the photograph. Images with stickers will also become searchable with viewers able to select a sticker to see how others use the same graphic in their own posts. Twitter advises stickers will be rolling out to users over the next few weeks, and will work on both the mobile apps and through the browser. http://bit.ly/29bbwUE