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Domain: isuppli.com
Stories and comments across the archive that link to isuppli.com.
Stories · 10
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Hard Drive Revenue About To Take a Double-Digit Dip
Lucas123 writes "Ultrathin notebooks, smart phones and SSDs are all putting pressure on the hard drive market, which is set to take an almost 12% revenue loss this year, according to a new report from IHS iSuppli. Hard drive market revenue is set to drop to about $32.7 billion this year, down 11.8% from $37.1 billion last year. At the same time, In what appears to be a grim scenario, the optical disk drive industry is expected to encounter continued challenges this year, and optical drives could eventually be abandoned by PC makers altogether." -
Will Tablets Kill Off e-Readers?
Nerval's Lobster writes "Are e-readers doomed? A research note earlier this week from IHS iSuppli suggested that, after years of solid growth, the e-book reader market was 'on an alarmingly precipitous decline' thanks to the rise of tablets. The firm suggested that e-reader sales had declined from 23.2 million units in 2011 to 14.9 million this year — around 36 percent, in other words. The note blames tablets: 'Single-task devices like the ebook are being replaced without remorse in the lives of consumers by their multifunction equivalents, in this case by media tablets.' Even Amazon and Barnes & Noble, the reigning champs of the e-reader marketplace, have increasingly embraced full-color tablets as the best medium for selling their digital products. Backed by enormous cloud-based libraries that offer far more than just e-books, these devices are altogether more versatile than grayscale e-readers, provided their users want to do more than just read plain text." -
Apple, ARM, and Intel
Hugh Pickens writes "Jean-Louis Gassée says Apple and Samsung are engaged in a knives-out smartphone war. But when it comes to chips, the two companies must pretend to be civil because Samsung is the sole supplier of ARM-based processors for the iPhone. So why hasn't Intel jumped at the chance to become Apple's ARM source? 'The first explanation is architectural disdain,' writes Gassée. 'Intel sees "no future for ARM," it's a culture of x86 true believers. And they have a right to their conviction: With each iteration of its manufacturing technology, Intel has full control over how to improve its processors.' Next is pride. Intel would have to accept Apple's design and 'pour' it into silicon — it would become a lowlymerchant foundry.' Intel knows how to design and manufacture standard parts, but it has little experience manufacturing other people's custom designs or pricing them. But the most likely answer to the Why-Not-Intel question is money. Intel meticulously tunes the price points for its processors to generate the revenue that will fund development. Intel's published prices range from a 'low' $117 for a Core i3 processor to $999 for a top-of-the-line Core i7 device. Compare this to iSuppli's estimate for the cost of the A6 processor: $17.50. Even if more A6 chips could be produced per wafer — an unproven assumption — Intel's revenue per A6 wafer start would be much lower than with their x86 microprocessors. In Intel's perception of reality, this would destroy the business model. 'For all of Intel's semiconductor design and manufacturing feats, its processors suffer from a genetic handicap: They have to support the legacy x86 instruction set, and thus they're inherently more complicated than legacy-free ARM devices, they require more transistors, more silicon. Intel will argue, rightly, that they'll always be one technological step ahead of the competition, but is one step enough for x86 chips to beat ARM microprocessors?'" -
Google Nexus 7 Parts Cost $18 More Than Kindle Fire
judgecorp writes "The parts for a Google Nexus 7 tablet cost only $18 more than the materials for an Amazon Kindle Fire, according to a teardown by IHS. This means while Amazon initially took a loss on each tablet sold, Google will break even on its 8Gb tablet, and make a small profit on the 16Gb model." -
60TB Disk Drives Could Be a Reality In 2016
CWmike writes "The maximum areal densities of hard disk drives are expected to more than double by 2016, according to IHS iSuppli. Hard drive company Seagate has also predicted a doubling of drive density, and now IHS iSuppli is confirming what the vendor community already knew. Leading the way for greater disk density will be technologies such as heat-assisted magnetic recording (HAMR), which Seagate patented in 2006. Seagate has already said it will be able to produce a 60TB 3.5-in. hard drive by 2016. Laptop drives could reach 10TB to 20TB in the same time frame, IHS iSuppli stated. It said areal densities are projected to climb to a maximum 1,800 Gbits per square inch per platter by 2016, up from 744 Gbits per square inch in 2011. Areal density equals bit density, or bits of information per inch of a track, multiplied by tracks per inch on a drive platter. This year, hard drive areal densities are estimated to reach 780Gbits per square inch per platter, and then rise to 900Gbits per square inch next year." -
Amazon Selling Kindle Fire Refurbs For $139
Amazon's Kindle Fire has been out long enough to build up a hefty stock of returned units; reader DeviceGuru writes "If you're quick, you might be able to snag a refurbished unit for $139 at Amazon. The company introduced the Fire at the end of 2011 at the loss-leader price point of $199, though it's rumored to cost around $210 to build. So at $139, you'd be getting the Android-powered tablet well below cost. Step one: buy refurbed Kindle Fire. Step two: root it and enjoy!" For this price, I'd be out trying to hog a few of these, if they had GPS and at least one camera. Update: 03/29 19:37 GMT by T : Reader Eldavojohn points out that this was a short-lived opportunity, now past. -
Breaking Down the Dropping Parts Cost for Sony's PS3
will_die writes "The people at iSuppli have taken apart an October 2008 version of the PlayStation 3 to create a bill of materials, along with providing a comparison to original PS3. The article provides information about the changes Sony has made. One of the big ones was that the hardware has gone from costing $690.23 to the current price of $448.73. This was done using a combination of removing parts (currently 2,820 vs. the original 4,048), cutting the cost of the CPU ($46.46 vs. $64.40), and cutting the cost of the graphics processor to $58.01 from $83.17." -
Microsoft Loses $126 Per Unit on XBox 360
ahess247 writes "BusinessWeek has taken a look at the insides of the XBox 360 and with the a little help from market researcher iSuppli determined that Microsoft is continuing its tradition to taking a big loss on the console in hopes of making a profit on games. From the article: "An up-close look at the components and other materials used in the high-end version of the Xbox 360, which contains a hard drive, found that the materials inside the unit cost Microsoft $470 before assembly. The console sells at retail for $399, meaning a loss of $71 per unit -- and that is just the start. Other items packaged with the console -- including the power supply, cables, and controllers -- add another $55 to Microsoft's cost, pushing the loss per unit to $126." -
IBM Develops New 3D TV Technology
neutron_p writes "IBM has recently announced a new and affordable 3D video system that works with normal DLP (Digital Light Processing) televisions. IBM demonstrated the new system on a 50-inch, flat-screen Texas Instruments rear-projection digital television at the 22nd annual Flat Information Displays conference held in San Francisco this month. This "black box" device can be connected to any DLP projector or television via the common VESA 3 pin stereo connector. Exact details concerning the 3D technology - still unnamed - were not forthcoming, but the company spokesperson said it was compatible with OpenGL and Direct Draw, which is definitely aimed at software developers who make 3D games." -
DVD Player Maker's Margins just $1
callipygian-showsyst writes "This news.com story tells how Chinese DVD player manufacturers are only making $1 margins per player! The story says that 'Commoditization is hitting China's DVD player manufacturers hard, according to researcher iSuppli, Between January and May, the average selling price of a DVD player exported out of the Guangdong province came to $40.80, leaving just about $1 in profit margins for the manufacturers.' You wonder if other business, like low-end PCs hardware, are in similar trouble."