Market researcher International Data Corp (IDC) has revised upward its global tablet computer shipment forecast for this year following the release of Amazon’s Kindle Fire in the fourth quarter, and predicted that Google Inc’s Android operating system would take more market share from Apple Inc’s iOS.
In a report last week, IDC increased its worldwide shipment forecast to 63.3 million units, up from its previous projection of 62.5 million units. However, global tablet shipments in the third quarter were 18.1 million units, slightly lower than IDC’s forecast of 19.2 million units.
Apple, the maker of iPhones and iPads, shipped 9.3 million tablet PCs in the third quarter, but its market share fell from 63.3 percent in the second quarter to 61.5 percent.
Samsung Electronics Co, Hewlett-Packard Co, Barnes & Noble Inc and Taiwan’s Asustek Computer Inc (華碩電腦) ranked second, third, fourth and fifth, with market shares of 5.6 percent, 5 percent, 4.5 percent and 4 percent respectively.
“Amazon and Barnes & Noble are shaking up the tablet market and their success helps prove that there is an appetite for tablets beyond Apple’s iPad,” said Tom Mainelli, research director of mobile connected devices at IDC.
Android, whose share dropped from 33.2 percent in the previous quarter to 32.4 percent in the third quarter, is expected to show a dramatic gain by jumping to a market share of 40.3 percent in the fourth quarter, IDC said.
That increase would mainly be attributable to the arrival of Amazon’s Kindle Fire, which was launched in September at a price of US$199 and to a lesser extent Barnes & Noble’s Nook Tablet, IDC said.
In addition, the improving Android OS experience and lower competitor pricing at a time of worldwide economic concerns should also help Android increase its market share, IDC said.
Asustek, which released its Android-powered Eee Pad Transformer tablet in April, sold 800,000 tablet PCs in the third quarter. The company predicted sales of between 600,000 and 800,000 units for the fourth quarter.
After rolling out its second-generation tablet “Transformer Prime” earlier this month, Asustek said it expected to ship 3 million to 6 million tablets next year, up from 1.8 million this year.
AI SERVER DEMAND: ‘Overall industry demand continues to outpace supply and we are expanding capacity to meet it,’ the company’s chief executive officer said Hon Hai Precision Industry Co (鴻海精密) yesterday reported that net profit last quarter rose 27 percent from the same quarter last year on the back of demand for cloud services and high-performance computing products. Net profit surged to NT$44.36 billion (US$1.48 billion) from NT$35.04 billion a year earlier. On a quarterly basis, net profit grew 5 percent from NT$42.1 billion. Earnings per share expanded to NT$3.19 from NT$2.53 a year earlier and NT$3.03 in the first quarter. However, a sharp appreciation of the New Taiwan dollar since early May has weighed on the company’s performance, Hon Hai chief financial officer David Huang (黃德才)
The Taiwan Automation Intelligence and Robot Show, which is to be held from Wednesday to Saturday at the Taipei Nangang Exhibition Center, would showcase the latest in artificial intelligence (AI)-driven robotics and automation technologies, the organizer said yesterday. The event would highlight applications in smart manufacturing, as well as information and communications technology, the Taiwan Automation Intelligence and Robotics Association said. More than 1,000 companies are to display innovations in semiconductors, electromechanics, industrial automation and intelligent manufacturing, it said in a news release. Visitors can explore automated guided vehicles, 3D machine vision systems and AI-powered applications at the show, along
FORECAST: The greater computing power needed for emerging AI applications has driven higher demand for advanced semiconductors worldwide, TSMC said The government-supported Industrial Technology Research Institute (ITRI) has raised its forecast for this year’s growth in the output value of Taiwan’s semiconductor industry to above 22 percent on strong global demand for artificial intelligence (AI) applications. In its latest IEK Current Quarterly Model report, the institute said the local semiconductor industry would have output of NT$6.5 trillion (US$216.6 billion) this year, up 22.2 percent from a year earlier, an upward revision from a 19.1 percent increase estimate made in May. The strong showing of the local semiconductor industry largely reflected the stronger-than-expected performance of the integrated circuit (IC) manufacturing segment,
NVIDIA FACTOR: Shipments of AI servers powered by GB300 chips would undergo pilot runs this quarter, with small shipments possibly starting next quarter, it said Quanta Computer Inc (廣達), which supplies artificial intelligence (AI) servers powered by Nvidia Corp chips, yesterday said that AI servers are on track to account for 70 percent of its total server revenue this year, thanks to improved yield rates and a better learning curve for Nvidia’s GB300 chip-based servers. AI servers accounted for more than 60 percent of its total server revenue in the first half of this year, Quanta chief financial officer Elton Yang (楊俊烈) told an online conference. The company’s latest production learning curve of the AI servers powered by Nvidia’s GB200 chips has improved after overcoming key component