Analyst

iPhone price cuts refuel sales momentum says analyst

iPhone price cuts refuel sales momentum says analyst

Apple's iPhone 4S pre-order sales success isn't the only reason the company's cash registers are ringing. Price cuts of the existing iPhone 4 and iPhone 3GS have apparently reignited demand for the older handsets, AppleInsider reports, with Canaccord Genuity analyst T. Michael Walkley claiming his checks across US carriers showed buoyant sales of the legacy devices.

Continue Reading

RIM kills PlayBook and future tablet plans claims analyst [Update: RIM denies]

RIM kills PlayBook and future tablet plans claims analyst [Update: RIM denies]

RIM has reportedly frozen production of the BlackBerry PlayBook and axed development of future tablets, according to one analyst, faced with lackluster sales of the QNX slate. The rumor comes from Collins Stewart analyst John Vinh, BGR reports, who cites unnamed sources at Quanta, RIM's manufacturing partner, for the intel. Although Quanta had already confirmed that PlayBook production had been scaled back, this is the first sign that RIM may be rethinking its entire tablet strategy.

Update: RIM has called Vinh's checks on the supply chain "pure fiction"; more after the cut

Continue Reading

Apple slashes iPad production claim analysts

Apple slashes iPad production claim analysts

Apple has reportedly cut iPad supply chain orders, slashing production by 25-percent in Q4, in a move that could suggest the company has sufficient stock of the second-gen slate to tide it over until the iPad 3 launch. The reduction was spotted by analysts JPMorgan Chase & Co., Bloomberg reports, quoting several supply chain vendors affected by Apple's decision. It's believed to be the first time Apple has made such a drastic cut.

Continue Reading

iPad will own 2011 holidays (and many after that) say analysts

iPad will own 2011 holidays (and many after that) say analysts

The best-laid plans of Android tablet manufacturers are unlikely to see a significant change in slate sales this holiday season, analysts Gartner have predicted, with Apple's iPad 2 likely to maintain its dominance in the market. According to the report, while Apple's marketshare is expected to drop in 2011, it will still by far outweigh that of rivals: down from 83-percent in 2010 to an estimated 73.4-percent this year. In fact, Gartner expect the iPad to hold its lead until 2014.

Continue Reading

Analysts flock to advise Apple: Tarry on iPad 3 and buy TiVo

Analysts flock to advise Apple: Tarry on iPad 3 and buy TiVo

A change of CEO has apparently invited a flurry of advice aimed at Apple, suggesting new chief Tim Cook should buy TiVo, create multiple iPhone sizes and be in "no rush" to launch the iPad 3. Although Steve Jobs' replacement hasn't actually asked for suggestions for Apple's strategy, that hasn't stopped J.P. Morgan analysts from pointing out that the Cupertino company can afford to take its time with the third-gen iPad, Benzinga reports, since rivals are still struggling to compete.

Continue Reading

Windows 8 tablets to have 15% market share by 2014 says analyst

Windows 8 tablets to have 15% market share by 2014 says analyst

What a difference an "8" makes: Microsoft's Windows 8 only broke cover properly earlier this week, and analysts are already declaring it a future sales success. RBC Capital Markets analyst Robert Breza is predicting Microsoft will hold a 15-percent share in the tablet segment by 2014, the Financial Post reports, praising the new OS' Metro UI as borrowed from Windows Phone.

Continue Reading

Uninspiring iPhone and iPod touch upgrades incoming tips analyst

Uninspiring iPhone and iPod touch upgrades incoming tips analyst

Apple's next-gen iPod touch will be broadly identical to the existing model, according to the latest analyst tittle-tattle, with the company merely introducing a white variant of the current PMP. Ming-Chi Kuo claims his supply chain sources confirm the pale all-touch iPod, Apple Insider reports, though the same analyst has also thrown cold water over recent iPhone 5 excitement. He reckons that, while leaks and rumors have tipped a considerable upgrade for the fifth-gen handset, in actual fact there's no evidence of such a departure in the pipeline, MacRumors reports. Instead, Kuo predicts, something a whole lot more mundane is in the offing.

Continue Reading

Apple “iTV” HDTV rumors refuse to die

Apple “iTV” HDTV rumors refuse to die

Rumors of an Apple TV set refuse to die, with the perennial speculation again igniting this week in the aftermath of Steve Jobs' resignation. The latest grist is from VentureBeat, which has pulled together various analysts and venture capitalists to weigh in on the gossip; Stewart Alsop, of Alsop Louie ventures and a board member of TiVo and Sonos, claims that multiple sources he's spoken to have confirmed the Apple television project is a work-in-progress, which would run iOS but on a significantly larger display than that of the iPad or iPhone.

Continue Reading

Mac sales soar on Asia appeal: June up 67% in China

Mac sales soar on Asia appeal: June up 67% in China

Strong demand for Mac computers in China has seen Apple's sales growth soar in Asia, it's reported, with Mac shipments growing at over 67-percent in June, far outpacing their PC counterparts. In a new investor note, Needham analyst Charlie Wolf, quoted by AllThingsD, claims that the incredible uptick in Chinese sales "represents a perfect storm between an iconic brand and a rapidly growing middle class that’s more brand conscious than consumers in virtually every other region of the globe."

Continue Reading

Apple planning $1bn Sharp display investment tips analyst

Apple planning $1bn Sharp display investment tips analyst

Apple may counter Google's surprise acquisition of Motorola Mobility with further investment in the supply chain, analysts have predicted, leveraging its significant cash reserves to secure tablet and smartphone screen suppliers. MF Global FXA Securities analyst David Rubenstein suggests Apple will dump $1bn into Sharp, Reuters reports, so as to further soak up the limited supplies of top-spec display panels for future iPhones and iPads.

Continue Reading

Apple A6 MacBook Air by 2013 says analyst: OS X and iOS to merge

Apple A6 MacBook Air by 2013 says analyst: OS X and iOS to merge

Apple will need to merge OS X and iOS if its aim of satisfying seamless content management and cloud-service delivery is to work out, according to Jefferies & Co. analyst Peter Misek. In a new investor note this week, Barrons reports, Misek argues that the MacBook Air will be first to make the switch, jumping to an Apple "A6" processor in late 2012 or early 2013.

Continue Reading

Apple and Samsung take top smartphone sales spots; Nokia falls to 3rd

Apple and Samsung take top smartphone sales spots; Nokia falls to 3rd

Apple and Samsung have pushed Nokia into the number three position for worldwide smartphone sales, analysts have claimed, with strong Q2 2011 performance leaving Symbian devices significantly overshadowed. Apple is now the number one smartphone manufacturer, Strategy Analytics' figures suggest, with 18.5-percent of the market, while Samsung comes in at second place, with 17.5-percent. In contrast, Nokia has 15.2-percent in the last quarter, less than half the 38.1-percent in the same period twelve months ago.

Continue Reading