Analyst

Apple biggest semiconductor consumer in 2011 as iPhone, iPad gobble chips

Apple biggest semiconductor consumer in 2011 as iPhone, iPad gobble chips

Apple is now the largest semiconductor customer in the world, analysts claim, the company's appetite for smartphone, tablet and solid-state drive chips consuming 5.7-percent of the total available market.  Apple grew 34.6-percent from 2010 to take the top spot in 2011, analysts Gartner reckon, with Samsung holding second place with 5.5-percent and previous number one, HP, slipping to third. "Media tablets were also a growth driver for the semiconductor market throughout 2011" Gartner analyst Masatsune Yamaji said of the results, pointing to Apple and Samsung's respective successes with the iPad and Galaxy Tab.

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350,000 iBooks textbooks downloaded in three days

350,000 iBooks textbooks downloaded in three days

Apple's iBooks 2 digital textbook launch last week may not have convinced everyone that the classroom is the best place for the iPad, but over 350,000 downloads of textbooks in the first three days of availability suggests there's big demand for learning on the iOS slate. The figures were tracked by Global Equities Research's proprietary monitoring system, AllThingsD reports, while downloads of the free iBooks Author tool have also apparently been successful.

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Nokia Windows Phone sales top 1.3m in 2011 tip analysts

Nokia Windows Phone sales top 1.3m in 2011 tip analysts

A shortage of rival flagships and ambitious promotional work could have seen Nokia sell 1.3m Lumia Windows Phones in 2011, according to analyst averages, though the MeeGo-powered N9 could still have outsold its Microsoft-running siblings. Bloomberg took sales estimates from 22 analysts surveyed around Nokia's Windows Phone launch, with figures ranging from as many as 2m down to just 800,000. However, the estimates are over sales into the retail channel, and don't necessarily mean that many of Nokia's devices have ended up in users' pockets or bags.

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Apple fueled iPhone 4S clash with prolonged Chinese delay says analyst

Apple fueled iPhone 4S clash with prolonged Chinese delay says analyst

Apple could've avoided the iPhone 4S Chinese launch mayhem had it released the coveted smartphone earlier and communicated better with would-be buyers, analysts have suggested, after a flagship Apple Store was pelted with eggs and staff threatened earlier today. Like everyone else Chinese shoppers "want to have the gadget as soon as possible, they don't want to wait" Canalys' Nicole Peng told PC World, blaming part of the frantic response - which required police to quell crowds - on that fact that "many people didn't get the message" they could buy elsewhere.

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Licensing BB10 is desperation; Then again, RIM’s desperate

Licensing BB10 is desperation; Then again, RIM’s desperate

"If you can't beat 'em, join 'em" goes the old saying, but beleaguered RIM seems to have decided on its own interpretation: "If you can't beat 'em, license to 'em." Talk of RIM sweet-talking rivals like Samsung and HTC into adding BlackBerry 10 to their line-up of supported platforms has resurfaced, with Jefferies & Co. analyst Peter Misek suggesting that the great Canadian software coax has already begun. Question is, who'd fall for it?

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Yahoo! tipped to buy Netflix

Yahoo! tipped to buy Netflix

Speculation that Yahoo! could chase a Netflix acquisition has erupted today, in the aftermath of the web company's new CEO Scott Thompson hinting at changes in content and media yesterday. "I wouldn't be surprised if there were some big moves on the content side, to make Yahoo! a more compelling destination for consumers" Piper Jaffray's Gene Munster told CNBC in a segment you can see after the cut. "In the back of my mind, I wonder if they buy Netflix, that would make a lot of sense."

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BlackBerry 10 delay prompts more “half-baked QNX” speculation

BlackBerry 10 delay prompts more “half-baked QNX” speculation

The reasons behind RIM's BlackBerry 10 device delay continue to be debated, with analysts joining the ranks of those doubting simple chipset patience is the cause of the late-2012 launch and instead suggesting significant problems with the new software. Speculation that the slower than expected debut of the next-gen smartphones was down to poorly functioning software came to a head last month, with controversial claims allegedly from an exec at RIM accusing co-CEO Mike Lazaridis of lying to investors.

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Internet Explorer slips as Chrome grabs browser market share

Internet Explorer slips as Chrome grabs browser market share

The battle of the browsers continues, with Microsoft's Internet Explorer losing market share to Google's Chrome and others, while analysts predict a sub-50-percent dip for IE as early as March 2012. Counting all versions, Internet Explorer dropped to 51.9-percent market share in December according to Net Applications, ComputerWorld reports, with Chrome ending the year at 19.1-percent. However, Microsoft maintains that the most important number to consider is the growth in IE9 installs on Windows 7.

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T-Mobile USA faces $9bn bill to bring network up to scratch

T-Mobile USA faces $9bn bill to bring network up to scratch

T-Mobile USA may take away a "record high break-up fee" from AT&T's failed takeover bid, but the carrier still faces a roughly $9bn spend if it wants to compete in the US market. Despite receiving a chunk of AT&T's spectrum covering 50m people, analysts warn that owner Deutsche Telecom will have to spend three times the $3bn fee from Ma Bell on improving the network and acquiring further spectrum. That will likely mean dreary prospects for investors, Businessweek reports, facing reduced dividends after next year.

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Microsoft tipped to buy Nokia smartphone division in 1H 2012

Microsoft tipped to buy Nokia smartphone division in 1H 2012

Nokia sale rumors continue, with Danske Bank predicting that the company will sell its smartphone unit to Microsoft in a deal announced as early as the first half of 2012. The Finnish company's share price rose over 3-percent over the speculation, Bloomberg reports, though Nokia itself remains adamant that a deal is not in the offing. Nokia launched its first two Windows Phone handsets - the Lumia 800 and 710 - within the past two months, and has embarked on a broad promotional campaign that saw it dismiss the iPhone as unfashionable and Android as over-complicated and insecure.

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iPad 3 in February 2012 tips analyst

iPad 3 in February 2012 tips analyst

The Apple iPad 3 will launch in February 2012, analysts have predicted, complete with the double resolution "Retina Display" that has been well rumored over the past few months. Citi analyst Richard Gardner suggested the date in a note to investors this week, Business Insider reports, quoting "several sources" that say not only is a mid-Q1 2012 reveal on the roadmap, but that "there do not appear to be any significant technical hurdles remaining" to delay a launch.

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Apple TV-enabled iMac tipped for 2012 television attack

Apple TV-enabled iMac tipped for 2012 television attack

Apple could ease itself into the TV market by integrating Apple TV and iCloud functionality into an iMac-style all-in-one, one analyst has suggested, using a hybrid TV/computer in 2012 as a bridging step before its true Apple Televisions go on sale. The existing 27-inch iMac is a likely launch point, Wedge Partners analyst Brian Blair wrote in a note this week, with the suggestion that "Apple's redesign of the iMac in the first half of 2012 will likely usher in some … TV capability into the iMac offering first," AllThingsD reports.

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