Another look into the factory of Shenzhen Hongda Technology (see Shenzhen Behind the Scenes 1: Hongda Factory tour) where they manufacture for example this $260 14″ Intel Atom powered laptop.
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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
Archos officially released their Q1 earnings at 39€ Million ($56.7 Million) (up 158% from a year before), if an average Archos tablet is sold at $150 to retailers, that would mean Archos may have sold 378 thousand tablets between January and March 2011, that’s thus probably more than 6% worldwide tablet market share for Archos if Apple has 85%.
One things for certain, while the global market share is one thing, another is regional tablet market share, Archos was shown to have over 22% tablet marketshare in November-December 2010 sales for tablets in France, and may thus also have much higher than 6% tablet marketshare in markets like Germany, England, Hong Kong and even the USA.
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.
Neowin.net says sources confirm the first Chrome OS notebooks are going to be sold starting around late June or early July and the pricing might be innovative using subscription model tied with ones Gmail account.
The search giant is planning on using an unconventional form of distribution to customers. Google will be selling the devices as part of a subscription based model with Gmail to customers.
According to our source, Google plans to make the notebooks available for $10-$20 a month per user, and will provide hardware refreshes as they are released as part of the package, and will replace faulty hardware for the life of the subscription. On top of this, Google will make the devices available for a one time payment as a normal retailer would.
Here’s the type of pricing that I am expecting.
At retail without subsidy:
ARM Cortex-A9 Powered Chrome OS notebooks:
– $99 (10.1″, 2GB RAM)
– $149 (12.1″ or 13.3″, 4GB RAM)
Intel Atom Powered Chrome OS notebooks:
– $149 (10.1″, 2GB RAM)
– $199 (12.1″ or 13.3″, 4GB RAM)
Subsidized on 2-year subscription plan:
ARM Powered Chrome OS:
– 10.1″, 2GB RAM, Free with $10/month/100mb or $20/month/1GB 3G/LTE data plan.
– 12.1″ or 13.3″, 4GB RAM, $49 with $10/month/100mb or $20/month/1GB 3G/LTE data plan.
Intel Powered Chrome OS:
– 10.1″, 2GB RAM, $49 with $10/month/100mb or $20/month/1GB 3G/LTE data plan.
– 12.1″ or 13.3″, 4GB RAM, $99 with $10/month/100mb or $20/month/1GB 3G/LTE data plan.
How the 2-year subscription works:
– The $10/month/100mb or $20/month/1GB 3G/LTE data plans can easily get more bandwidth added to them through one-click bandwidth increase option in settings at a rate something like $1/100mb or $10/2GB type of increments, such extra bandwidth could be added and be used during a month after being added for example. Bandwidth addicts might spend a lot of money on a lot of 3G/LTE bandwidth this way.
– Google could sell these Chrome OS plans to Gmail.com and Google Apps users. The ARM Powered Chrome OS notebook might get 1 free hardware upgrade/exchange per year (with 2-year subscription contract extension), the Intel Powered Chrome OS notebook might allow hardware upgrade/exchange per year for a $99 payment (with 2-year subscription contract extension).
– Google might include a bunch of online storage with this subscription, for example 100GB, storage space usable for Gmail, Docs, Picasaweb and other upcoming Google Cloud Storage services. All data on a Chrome OS notebook (as well added through SD card or even USB hard drive) can automatically get synchronized with the Google cloud storage services. More storage can also easily be purchased in a one-click process.
– Also part of this subscription system, Google takes a consumers payment informations, either credit card or even direct bank account informations, and provides one-click shopping solution as well across all Google Checkout services. Thus monetizing more online sales and also making it easier for consumers to buy things online.
Things to consider about Chrome OS:
Consider an ARM Powered Chrome OS is super thin, super light, runs 10-30 hours on a battery depending on without/with Pixel Qi, consider also all Chrome OS laptops have larger screens, better keyboards, faster boot, faster web browsing speed, better web apps support, they are safer to use, unhackable, uncrackable, no virus possible, they are easy to replace as all data is synched on the cloud, but still HTML5 web apps will work offline, including even advanced apps like video and photo editing, they can even support all the most advanced 3D games. Consider also Chrome OS laptops can easily manage offline storage, either built-in, even hard drive slot or external USB storage and SD cards.
What do you think Google’s Chrome OS pricing will be like? Post your ideas and suggestions in the comments.
- Google To Sell Chrome OS on a Subscription-Based Model? (thechromesource.com)
- Chrome OS Notebooks: By Subscription? (technologizer.com)
- Google to sell subscriptions to Chrome OS notebooks? (go.theregister.com)
- Google planning $20 Chrome OS hardware subscription option? (geek.com)
- Google to offer ChromeOS notebooks on subscription plan (teleread.com)
- Could A Google Subscription Service For The Chrome Notebook Computer Work? (lockergnome.com)
- Chrome OS Nears Release, But Where are the Netbooks? (pcworld.com)
About 10 minutes after the last part of this video, there was a huge thunder storm over Hong Kong. They told me it may have been a long time ago there wasn’t that much rain over Hong Kong. This video features going down the Peak Tram in Hong Kong on a cloudy day, then going on the Star Ferry from Central Pier to Tsim Sha Tsui. I managed to jump on a subway to Sham Shui Po Electronics Market to buy a bunch of stuff and make more videos before flying back.
Here’s another new ARM Cortex-A9 Dual-Core capacitive 7″ tablet. TAL also provides some educational software for tablets, with interesting online features, assignment collaboration for school classes, overlay highlights, drawings, note taking and more.
Quality Industrial has a $80 Rockchip Rk2818 resistive (+$15 for capacitive) and they are also showing a 1024×600 7″ capacitive 3G-enabled NEC/Renesas ARM Cortex-A9 533Mhz Dual-Core based tablet for about $200 a piece.
Tablets with GPS and cellphone function. With 3G the cost can be $184 in bulk. They also use the Telechips ARM Cortex-A8 for $130 without 3G. And they’ll use the next Marvell processor next month and Infotmic also.
Fun demo playing Doom on an e-ink screen using the new PocketBook 360 Plus.
- Doom 2 gets ported to PocketBook 360 Plus e-reader (video) (engadget.com)
- Pocketbook 360 Plus ereader plays Doom 2 (who needs ebooks?) [Video] (slashgear.com)
- Doom 2 seen running on an E-Ink display (geek.com)