CES 2013 – Six Major Trends Emerge
January 17, 2013
The show had a noticeably sleepier feel than last year, with seemingly less attendees and exhibitors. Even so, six major trends for 2013 emerged including rising resolutions, touch everywhere, W8’s latent potential, the return of integrated mfrs, Intel’s challenges, and HTC’s absence.
21Vianet Soars through the Clouds in China
November 29, 2012
In 2011-2016, internet data traffic in China is forecast grow 5.8-fold, posting a CAGR of 42%. As the largest carrier-neutral operator of data centers in China, and now moving into cloud services with the help of Microsoft, 21Vianet is in the sweet spot of China’s internet growth.
Global PC Forecast: The Return of the Hare
September 20, 2012
The market has written PCs off for dead, but with a shot in the arm from tablets, volumes are still forecast to post a 5 year CAGR of 13.7% & revenue 5.1%. Investment opportunities abound.
Asustek Blooms in a PC Desert
September 12, 2012
In a world where design is dictated by Microsoft and Intel, Asustek has done what the rest of the PC community can’t do, innovate. Beyond PCs, it’s broken out of the Microsoft silo and is now taking Android by storm.
Global Smartphone Forecast
June 19, 2012
From 2011 through 2017, GTI forecasts the global smartphone market will grow from 472mn to 1,686mn units, a CAGR of 23.6% over 6 years. Large market share shifts are afoot for the top 7 players and a new crop of smaller vendors are emerging as low-priced smartphones appear in emerging markets.
HTC Goes Toe-to-Toe with Goliath in 3Q12
More Inside …
May 24, 2012
The delay of the One-series at US customs appears to be short lived and should have minimal impact to 2Q12. The real challenge lies in 3Q12 when HTC will go to Toe-to-Toe with the new Samsung Galaxy S III which launches in June.