Windows XP Expiration Strengthens PC Market

August 29th, 2014 Comments off

PC market StrengthensWe continue to hear supply-chain indications of continued PC strength, which is consistent with Hewlett-Packard’s recently reported results, where upside was driven by PCs, with North America showing the greatest strength. More interesting is that the supply-chain indicated such strength is continuing, albeit at a decelerating rate following the Windows XP expiration.

Our view is that this continued Read the Full Article

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Wearable Computing – First earphone with built-in biosensors

August 19th, 2014 Comments off

WEarable Computing For WorkoutIntel and SMS Audio, a privately held premium headphone company founded by Curtis Jackson (known as 50 Cent), jointly announced their collaboration on BioSport In-Ear Headphones, which will integrate biometric sensors to collect fitness data, and an energy-harvesting audio jack to remove the need for extra batteries or chargers. Additional features include sweat and water resistance and ability to sync with RunKeeper.

Multiple companies this year have launched wearable devices such as watches, fitness bands, and glasses. However, none has yet achieved impressive Read the Full Article

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Mobile Data Market – India Lags China by 5 Years

August 18th, 2014 Comments off

India vs China - Mobile DataIndia’s mobile internet data story is different (with 92% of internet access via mobile devices) than China due to lack of Wired Telecom Infrastructure. In China, 40% of households use broadband, mostly fibered. India does not have a well-developed IP TV network or and wire line network, hence mobility is the preferred route for accessing internet. China Progressed Rapidly in the last 5 years while India was embroiled in Telecom Spectrum Scam by the Highly Corrupt Congress led Government.

In China, fixed broadband is in more than 40% of households, with >80% of broadband connections capable of 4Mbps+ speed. Because of the government’s Broadband China initiative, operators continue to invest in fixed broadband infrastructures in both urban and rural areas.

India is presently where China was in 2008. Data Read the Full Article

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Windows 8 NoteBooks Taking MarketShare from ChromeBook

August 12th, 2014 Comments off

Windows 8 NoteBooksChromebook has been a key driver of improved consumer demand in the US and Europe. The new low-end Windows notebook PC models are entering the market and, as a result, the sub-USD300 models now account for 70% of the top-10 best-seller list on Amazon’s US website, versus 60% in July. Brand concentration is accelerating: Acer, Asustek, HP and Lenovo dominate the top-10 sellers.

Chromebook has been a key driver of improved consumer demand in the US and Europe PC markets in 1H14. Interestingly, the new low-end Windows notebook PC models are starting to gain ground with accelerated growth momentum.

The Following Read the Full Article

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China Joy 2014 – Focus on Mobile Gaming

August 6th, 2014 Comments off

ChinaJoy 2014 Mobile GamingCompared to last year, client based games companies such as Kingsoft and Giant Interactive allocated more resources to showcase upcoming mobile games pipelines. Different from prior years, Westhouse Studio, the key game development team of Kingsoft, showcased only mobile games this year. It listed a dozen mobile games covering different genres including a mobile version of JX Online which is developed based on 3D game engine

Tencent promoted new client based games such as FIFA Online 3, SMITE, Call of Duty Online and mobile games, as well as enabling gamers to experience new titles such as Kritika, Moonlight Blade, War Thunder and Read the Full Article

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Blackberry BES 12 multi-layer Unified Mobile Security Platform

August 4th, 2014 Comments off

blackberry mobile securityAt the Blackberry’s Security Summit in NYC the company highlighted the new BES 12 multi-layer unified mobile security platform that provides unified security from the cloud to the device regardless of the device OS. Blackberry also announced its acquisition of Secusmart which provides encrypted voice and data for smartphones, a very limited market we believe given regulatory requirements of most countries.

On the device security side, Blackberry highlighted its new Guardian security app protection program that uses Trend Micro’s antivirus to scan all downloaded applications on Blackberry devices for malware or other threats whether it comes from Blackberry App World, Google Play, or Read the Full Article

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