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sprite0022
all the japanese folks 'have similar tastes as prince whales in cars' ie they ...
sprite0022
He added that Chinese consumers "have similar tastes and demands as those living ...
Yoshida in China: 'Shanzhai' clouds tablet data
Junko Yoshida
11/8/2012 10:14 AM EST
Allwinner, all the rage
According to sources in Shenzhen, Allwinner holds as much as 60 percent of the white box market and shipped 3.5 million apps processors in August alone. Allwinner is said to have shipped 5 million apps processors in October, generating $30 million revenue (at a $6 average selling price). If true, wow!
The momentum behind white box tablet production in Shenzhen is building. Chinese sources now believe shipments have climbed from 6 million units in August to 9 million in October.
Who’s buying all these tablets?
A source in Beijing describes them as “tablets shipped by no-name brands at about $50.” The end market is not necessarily China, but “mostly emerging economies including Southeast Asia, the Middle East, Eastern Europe, South America and Africa, etc.” He added that Chinese consumers "have similar tastes and demands as those living in the developed world. They don’t really buy these low-end tablets. They buy iPad or Samsung.”
If true, we may need to rethink not just the size of the booming tablet market, but the consumer revolution triggered by the tablet market well beyond China's border.
The lack of recognizable brand names makes it that much harder to track unit shipments. Plus, chip shipment figures can be inflated or double-counted. Then there is China's vast gray market.
Even taking all of those factors in account, the explosion of tablets in emerging markets is no mirage – and it might be spreading much faster than any one imagined.
For example, one source in Shenzhen estimates that annual shipment of white box tablets this year could hit 50 million units.
Related stories:
According to sources in Shenzhen, Allwinner holds as much as 60 percent of the white box market and shipped 3.5 million apps processors in August alone. Allwinner is said to have shipped 5 million apps processors in October, generating $30 million revenue (at a $6 average selling price). If true, wow!
The momentum behind white box tablet production in Shenzhen is building. Chinese sources now believe shipments have climbed from 6 million units in August to 9 million in October.
Who’s buying all these tablets?
A source in Beijing describes them as “tablets shipped by no-name brands at about $50.” The end market is not necessarily China, but “mostly emerging economies including Southeast Asia, the Middle East, Eastern Europe, South America and Africa, etc.” He added that Chinese consumers "have similar tastes and demands as those living in the developed world. They don’t really buy these low-end tablets. They buy iPad or Samsung.”
If true, we may need to rethink not just the size of the booming tablet market, but the consumer revolution triggered by the tablet market well beyond China's border.
The lack of recognizable brand names makes it that much harder to track unit shipments. Plus, chip shipment figures can be inflated or double-counted. Then there is China's vast gray market.
Even taking all of those factors in account, the explosion of tablets in emerging markets is no mirage – and it might be spreading much faster than any one imagined.
For example, one source in Shenzhen estimates that annual shipment of white box tablets this year could hit 50 million units.
Related stories:
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george.leopold
11/8/2012 2:11 PM EST
The aging engineer Jiang Zemin is still maneuvering in Beijing:
http://www.nytimes.com/2012/11/08/world/asia/jiang-zemin-ex-leader-of-china-asserts-sway-over-top-posts.html?hp
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suntan
11/8/2012 5:13 PM EST
Shanzai literally means built in a hut deep in the mountain. Sounds pretty ugly, but most of Shanzai (smart) phones do have label, only that we have not heard of it in the west.
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sprite0022
11/8/2012 7:25 PM EST
this article shows how disconnected junko to china.
the brands are a fingertip a way,
万利达（MALATA）纽曼（Newsmy）优派（Viewsonic）神舟（HASEE）HTC明基（BenQ）海信（Hisense）华为（MediaPad）爱可视（ARNOVA）SMPe途
http://www.360buy.com/products/670-671-2694.html
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gasdfnq
11/9/2012 9:59 AM EST
i don't agree, i think Junko did great job to research China industry and market. your list is just part of brands, they came from Shanzhai, but there are more output we have never known coz they are labeled with many many brands exported. we can find some in X-cargo
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junko.yoshida
11/9/2012 10:40 AM EST
The white box market is exciting and mysterious at the same time. As gasdfnq mentioned, one tablet design can be turned into products bearing a countless number of brands. Figuring out the numbers is tough for many market research firms.
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sprite0022
11/10/2012 9:02 AM EST
He added that Chinese consumers "have similar tastes and demands as those living in the developed world. They don’t really buy these low-end tablets. They buy iPad or Samsung.”
Ok, here is one more example, the above statement is just a joke. she really believed and quoted it...
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sprite0022
11/11/2012 8:02 PM EST
all the japanese folks 'have similar tastes as prince whales in cars' ie they faovr RR or Bently, but they have to drive a low-end honda fit :(
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