iSupply

Windows 8 ultrabooks, hybrids to see uptick this year

Laptop suppliers will continue to see weak demand in the first half, but things should pick up later in the year, IHS iSuppli said today.

After a "bleak" first quarter and a "slow" first half overall, Windows 8-based ultrathin laptops will "help revive the market" later in the year, the market researcher said.

Notebook PC shipments from the Top 5 laptop manufacturers, referred to as ODMs or Original Design Manufacturers, are forecast to amount to 35.2 million units during the first quarter, down 15 percent from 41.4 million in the fourth quarter … Read more

Asia chatter predicts increase in cost of Retina iPad Mini

Chatter in Asia has it that the total cost of the iPad Mini could increase by almost a third -- though no word on whether that would impact price.

Commentary in Digitimes, which is close to the chain of component suppliers in Asia, said the jump to a Retina screen means adding costly display components.

If iPad mini adopts the Retina display, the dots per inch (DPI) will be higher and the brightness of the backlight modules will have to improve. This also means the number of LEDs used will...[increase the total cost] by more than 30% if it … Read more

Microsoft's tablet blip versus Android's boom

As Android tablet shipments surge, probably the best thing that can be said about Microsoft is that it's not going away.

Android tablet shipments totaled about 30 million in the fourth quarter, IDC reported today. And that number (total market) jumps to 50 million if you throw in Apple's iPad.

"There is no question that Microsoft is in this tablet race to compete for the long haul," an IDC analyst said today in a statement, trying to put Microsoft's tablet debut into perspective.

In fact, that's probably about as positive a statement that can … Read more

LTE users to hit 1 billion by 2016, says report

The rise in worldwide subscribers on 4G LTE has far exceeded expectations. In just three years since its nascent beginnings, the mobile technology has skyrocketed -- going from 600,000 users in 2010 to nearly 100 million subscribers in 2012.

Now, in a new report, market research firm IHS iSuppli is projecting that global users will double in 2013 and that by 2016 LTE will claim more than 1 billion subscribers.

"With LTE emerging as a true global technology standard, its ecosystem now faces both challenges and opportunities," iSuppli's senior analyst for wireless communications, Wayne Lam, said … Read more

The iPad Mini design explained

So, why did Apple go with an unremarkable display for its iPad Mini and how is this related to the overall design? An IHS iSuppli analyst explains.

The iPad Mini sports an average-resolution display that falls short of the super-high-resolution Retina displays on most of Apple's other mobile products like the 9.7-inch iPad, iPhone, and iPod.

I asked Vinita Jakhanwal, a display analyst at IHS iSuppli, to give me her thoughts about Apple's design decisions.

"I think there are a lot of other issues involved in creating a new form factor device," Jakhanwal said.

"… Read more

Phantom iPad Mini 'delayed'

Rumors about an iPad Mini arriving in October have taken a shellacking over the last couple of days.

First, the expected October 10 invites didn't go out. Now a report in Digitimes claims there's a production delay -- a delay that could mean the device won't show up till after October.

If there is a device. The iPad Mini is, of course, an unconfirmed product to begin with. So it's hard to say with a straight face that a rumored product can actually be delayed.

(Update: A report now says the event will take place on … Read more

Display tech, 4G hikes iPhone 5 cost to $199

A preliminary analysis puts the iPhone 5's cost at $199, slightly more than the iPhone 4S.

The virtual teardown by IHS iSuppli puts the bill of materials, or BOM, at $199 for the low-end model with 16GB of NAND flash memory.

After factoring in the $8 manufacturing cost, the cost to produce the phone increases to $207, iSuppli said.

The BOM jumps to $209 for the 32GB version of the phone and $230 for the high-end 64GB version, the market researcher said.

"The iPhone 5's components are expected to be slightly more expensive compared to the iPhone … Read more

Apple's buying power relegates Samsung to distant second

Here's another category where Apple and Samsung go head to head: chip buying. And Apple's dominance is expanding rapidly.

Rip off the plastic, metal, and glass on any consumer device, and it's pretty much all chips. And if you're the No. 1 buyer of those chips, as Apple is, that means you hold a lot of sway over global chip manufacturing.

More sway than chip kingpin Samsung (which Apple, ironically, buys lots of chips from).

"It's well known that Apple has already conquered the smartphone and tablet segments -- but behind the scenes the … Read more

Apple is the biggest chip buyer -- and getting bigger

PARIS -- Apple is the biggest buyer of microprocessors today -- and it's getting bigger.

The semiconductor industry produces all kinds of chips for memory, running software, communicating over networks, and more. And Apple, by virtue of its booming iPhone and iPad business, is a voracious consumer, said Dale Ford, head of IHS iSuppli's electronics and semiconductor research business. Samsung is in second place, and also growing fast, he added, speaking at the analyst firm's Technology, Media and Telecommunications (TMT) Summit here.

In 2009, Apple was one of the herd, spending about $9 billion on semiconductors. This … Read more