Nexus 7 and Android Convertibles Drive Massive Asus Profit
rtfa-troll writes "The collapse of the PC market has had much discussion on Slashdot with a common opinion that, now that Apple is the largest personal computer manufacturer, a loss of sales combined with Apple's iPad will completely eliminate most of them. Now Asustek's most recent results show that there may be a way out for those that can move away from their standard markets. Concentrating on Android tablet devices, the Google Nexus 7, with a help from ASUS transformer tablets has driven the company to massive $230 million profits. Asus gross revenue also climbed 9 percent to around $3.8 billion. We have discussed related issues recently: Where companies like HTC have lost their focus on open Android devices and suffered from devastating collapses, ASUS has managed to differentiate it's tablets by providing the most open tablet experience possible via with Google's Nexus program and branding."
Build stuff people want to buy, make a profit
Indeed I believe we are just seeing the start of a new era of innovation in terms of new formats for portable devices. Android is maturing just as the manufacturers are starting to get their stuff together in terms of playing with new ideas. I think the future is going to be very interesting. I wonder if Apple and MS will be able to keep up?
Ryans Tutorials - A collection of technology tutorials.
Desktop Android would steal 30% of the market for new laptop installations from MS within just a few years. If Asus wants to make monster profits, it would push for Desktop Android to get to market on its devices sooner rather than later.
Looks like some nasty weather ahead for the captain Cook.
/s
Gross revenue only gives us a small part of the picture. Another important measure is net profits. I'm getting tired of these spin-doctored stories.
And yes, I do love my Asus Nexus 7, but I just don't believe Asus made that much money from the transaction. Initially, people even thought that Asus lost money on each Nexus 7 sold (although, that was later dis-proven after the hardware was torn down and accounted for).
If the nexus 7 is the most open tablet experience possible I have a terrible dystopian future for you. Now if it was running linux (i don't mean the advertising giant's linux re-imagined to track you, i mean something like plasma active) had a usb port, hdmi port and a sd card, then it would be a different story.
I've been using a Nexus 7 since this July, and this is the best tablet of the lot I've tried -- and that includes an Ipad, an Ipad2, the original Galaxy Tab, the 10" galaxy, the galaxy note, a toshiba AT570/36F, several book readers and a couple of hi-end "china tablets". The balance of price, hw specs, OS and apps quality is just right. Finally there is a tablet offering that is worth buying.
I adore my TF101. It was killer gear when I bought it last summer and it still is. It gets used by somebody in the house every single day without fail, usually for hours. My grandson (4) takes pictures and videos with it when he's done playing Minecraft and I watch some of them when I have time. My youngest (6) uses it to video chat me up on oovoo. I take it on trips to watch mpeg4's on the plane and Netflix in the hotel. I use it for documentation on the fly, training materials and reference works. I've used it to elevator pitch and present 1080p slideshows in conference rooms. With it and Citrix, various remote desktop apps and the like I can use it to do anything a PC or server can do.
I'm in the biz so I have a house full of IT gear. 4 tablets, 6 servers, a dozen PCs, and more "smart" devices than anybody needs. These outnumber the humans at least 5 to one. The only tech thing that sees more use in my house than this ASUS tablet is the Comcast router that delivers the Internet to all the rest.
The only problem I have with this device is fighting for control of it. Money well spent.
At $200 for the 16GB Nexus 7 tablet from ASUS, there is a good chance there will be more than one of these under my tree on Christmas morning.
Don't call me an Apple hater. My review of the iPads I received on launch day is right there in my /. journal and none could call it anything but "effusive". But Apple's cathedral isn't for me when I can get stuff like this and the Nexus 10 instead.
Recommended.
Help stamp out iliturcy.
I am an android user. Used to have a LG-P500, and then got a Galaxy note. My brother owns a Note Tablet(10")
I am a big supported of android, but I do not think the platform is really open.
For example, I recently bought a camera. I went to the merchant site, got it shipped to somebody in USA, and he will bring it to India.
However, if I want to do the same with Nexus 10, I cannot. Google simply says, sorry, devices not enabled in google play in your country.
So I would have to request the person in US to use their credit card to buy, if I want this device.
Software openness and app ecosystem is good, but I somehow do not like the way Google is selling this stuff.
Why not let it be like consumer electronics with multiple points of sale. Heck, google could sell it to anybody in the world, with that person bearing shipping charges.
I can do that with amazon, why not google
And guess what, rumour has it that these devices won't even be launched in India officially(just like the original Nexus were never launched here).
My Aurora : http://www.youtube.com/watch?v=o91ZsGwJYyg
FB : https://www.facebook.com/TanveersPhotography
My reason for buying the Asus infinity was the 1920x1200 screen, coupled to the quad core Tegra 3. I needed more processing power and the bigger screen was like 4 Android phones stacked side by side.
*However* If I was to buy today, it would be the Nexus 10. Which I think is made by LG not Asus. That one has a 2560-by-1600 (300ppi) screen and is a little cheaper, but 2 cores slightly faster than each of mine:
http://www.google.com/nexus/10/
The keyboard on the Infinity prime, well I like keyboards, but it clips on, and then only in landscape to make like a laptop. I would have preferred a drop-in docking station with a keyboard, since I only ever want to take the tablet with me, not the keyboard. I want to just drop it in place and it charges and can use the keyboard. I also want the HDMI on the docking station rather than the tablet, and want to be able to dock it in portrait. Also lose the track pad, I never use it with Android and it's a waste of space. Lose the battery in the keyboard, and thus lose the special power adapter needed for the battery in the keyboard.
Microsoft Surface RT, BTW, the screen has a question mark over it, since it seems to be a 1280x800 stretch screen. Not the 1366x768 they claim.
iFixit found it was a LTL106AL01-002
http://www.ifixit.com/Teardown/Microsoft+Surface+Teardown/11275/2
Which is a 1280x800 wide pixel unit and matches the original surface developer kit requirements:
http://www.alibaba.com/product-gs/664763875/LTL106AL01_002_laptop_led_screen.html
So somebody with a microscope needs to take a look at Microsoft's screen and see if they're short changing you.
i don't care so much about the brand name. i just want a kickass pc that doesn't cost 2 weeks salary. it has to be reliable, fast, and made from metal not crappy ass rounded plastic.
Remember kids, if you're not paying for the service, YOU ARE THE PRODUCT THAT IS BEING SOLD.
It's good to see Asus posting a healthy profit thanks to their Android offerings. I'm sure the Nexus 7 was a good chunk of that.
/rant
Also, I wasn't surprised they mentioned HTC and their recent market woes. After buying the latest iteration of the EVO, I'm convinced they screwed themselves into this position with their own software. The build quality of their phone is top notch with the One series. However, the most recent releases of their Sense UI skin for Android have been some of the most bloated software I've ever used. This phone was lagging and taking it's sweet time loading anything within a few hours out of the box. Definitely a turn off for customer. I understand they want to differentiate their product and add increased value to the customer, but AOSP Android has been great since Ice Cream Sandwich. HTC really should stop trying to fix what isn't broken and offer some AOSP devices, along with some that have a much less cumbersome version of their framework added on. Sense has some features I really miss after putting a Jelly Bean ROM on my phone, but they definitely aren't compelling enough to make me switch back.
Also, I'm curious to see if their Windows Phone 8 offerings start selling better than their Android phones. The WP8 devices have been getting some great reviews.
My blood hurts...
Build stuff people want to buy, make a profit
Build stuff people want to buy, dominate the market, acieve a monopoly, make a way more profit
With sympathy to openness, some credit must be with the rampant piracy, content theft and counterfeiting aided by google's disinterest for developers.
Let me put it this way: I make 8 times more on a Symbian version of apps then on android.
I have to question the original post statement,
now that Apple is the largest personal computer manufacturer
I can only assume you are referring to market capitalization, and not actual computers sold.
As far as computers sold, it would be (third quarter 2012):
Worldwide:
Lenovo Group Ltd., 13.8 million shipped worldwide, 15.7 percent share
Hewlett-Packard Co., 13.6 million shipped, 15.5 percent
Dell Inc., 9.2 million, 10.5 percent
Acer Group, 8.6 million, 9.9 percent
AsusTek Computer Inc., 6.4 million, 7.3 percent
Others, 36.0 million, 41.1 percent.
Total: 87.5 million
United States:
Hewlett-Packard Co., 4.1 million shipped in U.S., 27.0 percent share
Dell Inc., 3.3 million, 21.4 percent
Apple Inc., 2.1 million, 13.6 percent
Lenovo Group Ltd., 1.4 million, 8.9 percent
Acer Group, 989,725, 6.5 percent.
Toshiba, 989,600, 6.5 percent
Others, 2.5 million, 16.2 percent.
Total: 15.3 million
Source: Gartner
rtfa-troll writes
Indeed.
"Blah blah blah." - [citation needed]
The collapse of the PC market has had much discussion on Slashdot with a common opinion that, now that Apple is the largest personal computer manufacturer, a loss of sales combined with Apple's iPad will completely eliminate most of them.
The PC Market was collapsing? Apple is now the biggest PC manufacturer? We will all now use iPads instead a Desktop-PC? ... ... ... WHAT THE...
epy-T-R I fully, absolutely agree with your analysis.
My concern anyhow is that people are definitely migrating to this system, both end-users and developers altogether.
I fear, but definitely expect, we'll see very soon a world with unattended fossil apps on PCs Macs and linux boxes, and then walled-garden-tablets for the 90%.
Which brings my next question: how to react, now? What to do?
On my side, a couple of years ago I bought a tiny linux-driven laptop; I wasted quite a time to reach a workable state, and then when it was stolen and I looked for replacement, I discovered Microsoft had lowered its windows rate enought that absolutely nothing was left with Linux by default on it.
That was also the time of the tablets. Fearful of walled gardens, I waited one more year, expecting THE linux tablet. Nothing, nowhere.
Three months ago, I bought a Blackberry Playbook: at least, not surrending the duopoly. Playbook is reasonable, basically I rebuilt all of my processes (save spam-filter in mail, but for instance there indeed is an ad-filtering browser, I indeed can work M$-documents on it, including external slideshows...)
The craziest issue remains lack of root access: things as simple as a backup become nightmares.
I still wait for the future linux tablet, if one comes. I'll be first in the line. But what else?
Herve S.
All aboard the hyperbole bus!
Still 87.5 million PCs ( desktops and laptops ) shipped worldwide in Q3 2012. Yes, MILLIONS.
Some vendors saw a decline of 10% year-on-year. Painful, but that's not a collapse.
In comparison in Q3 2012 Apple shipped 17 million iPads.
So can we please stop saying that tablets have destroyed the PC market?
It's deliberate bullshit propaganda, to spread the typical delusion of the neckbearded fag that's jacking off onto his gayPad.
This whole post-pc era meme is a load of shit.
Tablets are ok for watching Hulu on the train or whatever, but they are about damned near useless for most real work - even including typing on pages like Slashdot. (Though some android laptops may be ok for that...). What's more, even if PCs shrink to a smaller segment because there are more casual users than serious ones, there certainly are serious users for whom tablets won't even come close to sufficing. Even more to the point, if you include servers in your definition of "PC" (I do, if PC means an x86 box instead of a "personal computer") - then think of all the servers that have to be provisioned by the likes of apple and google to handle the services for all these smartphones and tablets with system specifications too anemic to actually, say, store a detailed map of the world or do local voice recognition.
The sad part is, as tablet, phablets and phones take over computing needs for 70-90% of the population, the developers, etc that need more capabilities will end up paying more and more as the market shrinks.
"...a common opinion that, now that Apple is the largest personal computer manufacturer, a loss of sales combined with Apple's iPad will completely eliminate most of them."
How on earth can someone describe the opinion that Apple's tablet is going to "completely eliminate" most PC manufacturers as "common"? (!?!)
Only someone who ignores reality completely could come to such a misguided conclusion... let me guess.. big Apple fan?
News flash: nearly 90 million PCs sold in Q3. 8 times the number of tablets sold. The PC is already commonplace and suffers from it's own success in that they have become so reliable and so capable that upgrades and replacements just aren't that common. The tablet is brand new and new models with compelling improvements come out every few months. Yet still we see massively more PCs sold than tablets.
A single manufacturer of tablets is going to completely eliminate the PC industry?
Sorry, no.
-Lod
As far as I can tell, you cannot buy or order Asus in Greece. Am I wrong?
If anything, if working computers become less mainstream and more aligned to production needs, some of the more annoying features should go away.
From scarped cliff or quarried stone she cries "A thousand types are gone, I care for nothing, no not one."
ASUS made decent, quality motherboards for years before getting into the "whole PC" market. Whenever I went shopping for parts to build a machine from scratch, they were the ones I bought, and they still are. They started out as independent parts suppliers, then started making them for major vendors (e.g., HP), then eventually started making and marketing whole machines, both desktop and laptop. I think that has more to do with their success than anything to do with tablets. They've basically turned themselves from a parts supplier to a full computer manufacturer.
Really? The PC market has collapsed? They haven't started handing out iPads at work, and I don't know of a store that will sell you microsoft office to load on your iPad. At worst, I would call it a "Gradual tapering off of the incredible growth over the last twenty five years". iPad growth has exploded, but I have yet to see any numbers that show PCs actually decline in double digit numbers. The worst I've seen has been 4% year over year... which is about how the economy is doing depending on how you look at the numbers.
moox. for a new generation.
I still use laptops and desktops heavily. But I actually USE a computer unlike 99% of the people out there. I write software for multiple platforms, I also edit professional video and have a 8 core monster for rendering. but then I used to have a power-mac and a stack of 12 hacked AppleTV-1's running OSX as a Final cut render farm. I still hate that apple turned final cut into iMovie....
Anyways, there will ALWAYS be a market for pc's and high end laptops. I just wish that high end operating systems like linux would have video editing software that was not crap (everything for the linux platofrm for video editing is utter crap, yes I tried all of it... it's all useless crap) Or had a comparable replacement for lightroom. No, none of the OSS photo management apps can even get close to lightroom. Gimp is usable as a replacement for Photoshop despite what the whiners say. And office is a very suitable replacement, again despite the whiners. But there are huge gaping holes in the OSS world for heavy lifting. I just hope that apple does not further dumb down final cut, and that windows does not continue it's downward spiral as the only other real editing platforms are on Windows (AVID and Vegas)
Lickily Linux has it all wrapped up for software development with the best platform. well except for ios development. I still need a mac for that. but everything else that matters is easily programmed for under linux.
Do not look at laser with remaining good eye.
Or, put another way, the amount of profit Apple generates every two and a half days.
Google really screwed up with the naming of their devices.
For now, people will remember the differences between the Nexus 4 and 7. A year from now, I doubt it.
Better naming would be:
Nexus Phone 2
Nexus Pad 3
Nexus Sound 1
Or sync the numbers and say 'screw it' to the slashdotters who complain about skipping numbers:
Nexus Phone 3
Nexus Pad 3
Nexus Sound 3
Help! I'm a slashdot refugee.
People are aware that if they make outrageous claims that they will be hailed as a genius if they succeed, and the claims will be forgotten if they are wrong. At worst the claim will show up in some "Look at those silly guys from 50 years ago..." columns.
Forgetting of course the shared memory of the Internet. In 10 years or 1 year or next week we can trot out their giant article on the "End of the PC", and point and laugh. Now, lots of people hooking on to the same absurd claim will not make it true, and will make them all look like morons.
Here is my counterclaim. In 50 years tablets will not kill PCs, and PCs will not kill tables. Instead nobody from today will recognize the average computing device.
I'm a good cook. I'm a fantastic eater. - Steven Brust
Too bad Nokia didn't get on board with Android. I wouldn't be surprised to see the same results.
"The collapse of the PC market"
Oh, so dramatic...
There was no collapse.
The windows 8 arm tablets will not let you disable secure boot, so you unless you pay to get a bootloader signed you are stuck with windows 8. Which may or may not be a problem, but you are tied to their app store on the arm tablet. You can get an ultra book for about $400 more that has way more power, is only 3" bigger, and windows 8 x86 allows you to disable secure boot and install another OS if you want. Some of the acer ultrabooks even have touchscreens. Yes $400 is a lot, but as you pointed out computers aren't getting outdated as fast as they once did, so hopefully that $400 can get amortized over 5-10 years. Also, an arm chip will not be bored stiff with modern laptop processing, it will be choking. I really don't get the tablet thing except as a portable netflix viewer. If I'm doing mail or browsing I want to touch-type, and if I'm carrying a keyboard with my tablet, I'd rather have brought my laptop instead.
refactor the law, its bloated, confusing and unmaintainable.
Build stuff people want to buy, make a profit
Build stuff people want to buy, dominate the market, acieve a monopoly, make a way more profit
Back in 1983 Apple was on economics 201 and lost the market to IBM. They went back to economics 101 with the help of FreeBSD and avoided a bankruptcy. They implemented economics 201 with the iPhone and created a market which they are loosing to economics 101. Way more profit is a relative term since you have nothing to compare it to. I would venture that if the iPhone was following economics 101 a little more the iPhone would still be leading Android. There is no way that walled garden can meet the needs of everyone....
Thus, Linux PCs, notebooks, netbooks etc. are better be bought online (with few exceptions).
If retail is the only showroom, and retail is in turmoil, then how do you recommend that a prospective customer try the keyboard and screen of a Linux laptop before buying it?
A "DVD player" is a player for optical discs on which standard-definition copies of feature films and television series were distributed to the public between about 1997 and 2007. Even after 2007, DVD remains in use as a budget alternative to Blu-ray Disc, especially for people who don't live in an area with high-speed cable or fiber Internet, for people living in countries without a viable counterpart to the Netflix streaming service available in the United States, and for people who want to watch a movie between the DVD release and when it becomes available for Netflix streaming.
So when will the animated TV series Spartakus and the Sun Beneath the Sea be released on DVD in North America? It's animated, but not made in the Far East so therefore not anime.
ssh (lots of good clients, some even let you sync session output to dropbox for records)
But then you have to pay for a data plan so that you can reach the SSH server. My use case (which I admit is probably an edge case) involves coding on the bus: I'll experiment with an algorithm or such in a free half hour while riding the bus to or from work. The buses in Fort Wayne, Indiana, don't have Wi-Fi access points, and I'm not yet ready to pay extra to upgrade my cell phone and plan to a cell phone and plan that support tethering. As for your 5+ hour flight, how much would you be willing to pay for Internet access during the flight so that you can reach the SSH server? That's why I carry a netbook with a 6 hour battery: so that I can run programs locally.
There's really not a whole lot one can't do on a tablet now outside of specialty functions
Everybody will have a different specialty function, and many of these specialty functions will be banned by Apple.
I regularly do music and video editing on my 6-year-old laptop without hiccups. It also ran every single game right up until GTA4, at which point I had consoles to play newer games on anyway.
Relying on consoles for gaming works fine provided that 1. gamepads are good enough for your preferred genre (that is, not FPS or RTS), and 2. the games that you want to play are ported to consoles. If an indie game comes out for the PC, for example, it might be years before the game's developer becomes a big enough company to obtain a license to develop for consoles. But then a laptop that can handle standard-definition video editing can probably run indie games, even if at low settings.
...a laptop for example is essentially the same as a tablet except that a laptop can run the software businesses have spent the last 30 years developing, and the tablet can't
ftfy
A Linux box can't run "the [proprietary Win32-x86] software businesses have spent the last 30 years developing" either. Neither can a Mac. Are these not PCs? Does it take a Windows partition to make it a PC?
It wasn't until Jelly Bean [...] that Google finally figured out how to make a decent tablet UI
Jelly Bean was first available on the Nexus 7.
If Android had a decent desktop UI, then wouldn't it be more convenient for most people to use their phones as a convergant device, using it as a phone on the road, and docking it with a monitor, pointing device, and keyboard when they're somewhere where portability isn't a requirement?
I can see docking a Nexus 7, the flagship device introducing what you call the first decent Android tablet UI, with a Bluetooth keyboard. But ASUS and Google left a monitor output off the Nexus 7, and what sort of pointing device would you recommend using?
This is terrible ad targeting.
In 50 years, will it be practical for individuals to learn to develop software for "the average computing device" without moving to another state and working for an established company that already has a license to develop for "the average computing device"? Having to move is already the reality for learning to develop games for game consoles.
There's the lesson: Open always wins over closed.
The more you tighten your grip, the more users will slip through your fingers...
Required reading for internet skeptics
If crappy closed mobile platforms vs todays open desktop environments are really the future then we are all doomed.
$230 million is not massive. It's meager. It's less than Apple makes every couple of days. This amount of profit is barely indicative of being above water. Surely this headline was bought and paid for by a PR company. A profit so small means that Asus could be in trouble as a going concern. A profit so small is a big red flag.
The more you tighten your grip, the more users will slip through your fingers...
Isn't it amazing just how predictive B movie screenwriting tends to be?
When all you have is a hammer, every problem starts to look like a thumb.
Joysticks, HOTAS, racing wheels and gamepads have been always available for PCs but they weren't strictly necessary due to the sheer flexibility of keyboard and mouse.
How many keyboards and mice has a single PC traditionally supported at the same time?
And there hasn't ever been such a huge mandatory bureaucratic overhead when trying to publish for PC. Spend thousands of dollars for a dev kit, an unlocked console AND so called QA from Microsoft, Sony and Nintendo?
I'm told by at least one persistent member of Slashdot that there are certain genres that just don't work on a PC, such as fighting games (like Mortal Kombat series and Super Smash Bros. series), casual party games (like Mario Party series), and cooperative platformers (like New Super Mario Bros. Wii). This difference in genre preferences between console and PC gamers pushes developers to go through the multi-year process of paying their alleged dues just so that they can get their product out to a demographic that wants it.
The Ouya has potential because it does away with that crap.
If it ever comes out. Whatever happened to Pandora and the nD?
Aim assist due to THE F*CKING WRONG INPUT DEVICE
In the Nintendo 64 era, would you rather have tried to play a game like GoldenEye 007 with four mice and four keyboards and one TV?
Skyrim sticks out like a sore thumb in that respect and that doesn't even run on PS3.
I thought Skyrim was ported to PS3. At least I've been using it as an example of the fact that the Ivy Bridge IGP can finally run games comparable to the current console generation.