There are about 5 huge malls on and around the Shenzhen Electronics street on Shenzhen Hua Qiang Bei, with up to 7 floors in each of these mall buildings that take an hour to walk through each floor if you want to look carefully and ask each booth about prices and what they have. Full of all kinds of electronics. This video features walking a bit around some parts of the Smartphone and Feature phone market in Shenzhen, see a bit of how the athmosphere is there. This is where I found my $87 Android Smartphone and my $120 Android powered iphone-copy.
Archos surely seems to dominate in terms of nearly every store in Hong Kong that sells tablets have a range of Archos Gen8 tablets for sale right there at prime shelf space, while very few have the iPad or Samsung Galaxy Tab for sale. It seems consumers and gadget retailers in Hong Kong Electronics Market regard Archos as great value, even as there might be cheaper “Archos Home Tablet” or “Arnova” grade tablets also being sold there, consumers who want high-end experience for low to mid-range pricing, still overwhelmingly choose the Archos tablets.
ABI Research recently speculated that Archos as being the third largest tablet maker worldwide in 2010. If Apple still has 85% in Q1 2011 and with 4.69 million iPads sold, that means Archos would have had to only sell 110 thousand tablets worldwide between January-March 2011 to remain at that 2% 2010 ABI Research speculative worldwide tablet market share.
My theory, Archos probably has more than 6% global tablet market share today
Another thing to consider, Archos can only have as much marketshare as it can afford to build for.
If you consider Apple may have about 80% tablet market share in Q1 2011, and Archos let’s say 8% in that same period, here are some of the differences between those two companies:
Archos has less than 150 employees mostly based in France, $56.7 Million Q1 2011 revenues, Market Capitalisation at $215,34 Million, probably has less than $20 Million in the bank to use for production enhancements, sales channels increase, marketing, manufacturing capacity increase, and R&D investments.
Apple has 49,400 employees (329x more than Archos) mostly based in the USA, $24.6 Billion Q1 2011 revenues (433x more than Archos), Market Capitalisation at $223,77 Billion (1039x more than Archos), probably has over $40 Billion in the bank to use for production enhancements (2000x more than Archos), sales channels increase, marketing, manufacturing capacity increase, and R&D investments.
This is why Archos has started today issuing a capital increase of upwards $43 Million, a call to their investors to invest more money in new Archos stock. If investors answer the call (by May 4th), Archos may triple their bank account size, thus having more money to spend on increasing production capacity, smoothing sales channels, optimizing software/hardware R&D efficiency, and may gear up for trying to reach upwards 24% global tablet marketshare by the end of the year.
Considering the many new entrants to the tablet market, including major ones like Asus, Acer, Dell, Toshiba, Lenovo, etc, it might be hard for a small company like Archos to reach 24% marketshare in such a rapidly growing market. But who knows, in my opinion, it’s mostly a matter of cash, investments and being able to provide the best value. While Archos may triple their sales having 3x more cash in the bank for tripling production capacity (considering they can easily sell everything that they make), that does not mean they would triple their marketshare if the tablet market at the same time more than doubles in size. They might go from 8% to 12%, something like that. And if the tablet market triples in size they could remain at 8% in a 3x larger market.
A Grant of Appointment has been conferred on ARM by Her Majesty the Queen, on recommendation from the Prime Minister, for an award to recognize the innovation that ARM has driven as the world’s leading supplier of low-power, high performance semiconductor intellectual property (IP).
Some key facts:
In 2010, the ARM partnership shipped over 6 billion ARM processors, bringing the total ARM processors shipped to over 25 billion.
5 billion cellular connections in the world, ARM present in 95% of mobile devices shipments across all standards from 2G to LTE.
4.5 billion devices shipped in 2010 that include ARM-based chips.
ARM-based chips cover a broad range of application areas, from sensors to high performance networking equipment.
Average of 2.7 ARM chips per mobile phone, with smart phones containing between 2 and 5 ARM-based chips per device.
Approximately 250 companies have licensed ARM processor IP.
There are over 800 Partner members of the ARM Connected Community, a diverse ecosystem comprised of silicon, software, tool, foundry and other service providers from all points in the semiconductor value chain.
ARM employs over 1900 people with offices around the world, including design centers in France, India, Sweden, and the US.
Most Set-top-box Media players sold at the Sham Shui Po Hong Kong Golden Electronics Market are Realtek based, some are Sigma designs, no ARM Powered set-top-boxes available there yet. Here’s an interview with a salesperson at the Capital shop in that Sham Shui Po Golden Electronics Market about some of those media players that they have for sale.