Jpmorgan warning tablet PC market exists serious bubble
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Jp Morgan analyst marc Moscow dimension (Mark Moskowitz) blavatsky on Wednesday warned investors that apple on the flat computer competitors, I'm afraid of prediction is exorbitant, isuppli said "increased 2011 half bubble burst risk".
Moscow dimension Bates said: "in our opinion, apple iPad 2 technical improvement and waveform factor (form factor) improve that rivals of the first generation tablet computer is faced with more severe situation, that is to say, the actual shipments could be far below expectations." According to each big companies bringing the 2011 tablet computer shipments prediction, Moscow dimension Bates estimate 2011 tablet PC output probably for 6510 million, and jpmorgan chase a 4790 million, compared to flat computer shipments predict market face oversupply aspect, but in the worst case, overproduction of 51 per cent.
Apple still expected to keep taking the tablet PC market dominance, Moscow dimension Bates estimate apple tablet PC sales will year-on-year growth of nearly doubled, iPad in 2011 global shipments will be more than 2900 sets. Moscow dimension, said once Bates tablet PC market bubble burst and component suppliers will suffer the greatest loss. He said: "according to our research data, eager to copy apple successful tablet computer manufacturers exaggerate the shipments forecast, so that the supplier no worries. It is worth noting, display, the processor risk relatively smaller, while NAND flash the risk faced by the largest."
Moscow dimension of "apple Bates products and operation mode" admiration to add, but he also admitted "apple mode is not suitable for every company", and the competitor's products may not give apple iPad much threat. Moscow dimension Bates said: "we think, besides MOTOROLA Xoom and have yet to be announced price of TouchPad, apple HP iPad rival products less attractive."
Jpmorgan chase maintain the apple shares "additional" (Overweight) rating, and will price target for $450. Wall Street to iPad 2 last week released hold welcome attitude. Overall, analysts are on this product "evolution" upgrades and lighterand more thin characteristics was impressed. Moscow Bates was admitted, given dimension iPad 2 performance, jp Morgan of apples will be in 2011, occupy 68% share of the market may be conservative estimate "
Domestic O D M giant WanLiDa joined the flat war. At present, WanLiDa are trying to create your own brand products and sales channel, the collection sales, service, experience for the integration of 6A level flagship store has been respectively settled in Beijing, guangzhou, the nation each big IT store and gome, suning have WanLiDa dealers and authorized experience shops. WanLiDa Zpad tablet PC, high-definition video in Internet speed playback, 3D gaming and document processing many aspects, such as performance outstanding, price and has considerable competitive. Allegedly, WanLiDa Zpad tablet computer in the global order has breakthrough million. |
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By :
Jessie Stone
Submitted
2011-03-13 22:42:36 |
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