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Bert22306
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CEO
Re: It's all to be expected
Bert22306   5/2/2014 4:15:18 PM
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Of course tablets cannot replace PCs in those applications where a PC is required. Yet how much of a PC's power and capabilities does the average person typically use?

"Typically" isn't so much the point, if there are enough times that you really don't want to do without the PC anyway. But I'm sure this varies by household. For us, our PCs are used daily, our tablet is mostly used by my wife for reading e-books. Oh, I forgot, also to play Boggle. There doesn't seem to be a version of Boggle for up to date PCs. Weird.

For people who really do use tablets for some aspects of their "real work," the tablet tends to be an additional convenient tool, but not a replacement for the PC.

The article makes the point very well. After an initial infatuation, many people have figured out that they still need that PC. It's a little bit like microwave ovens. They're great for certain things, but they won't replace your regular oven.

Initially there was a burst of growth in tablet market from people replacing or supplementing their PCs, but now a lot of that initial growth is over and people are realizing that you still need a PC for a lot of things.

rich.pell
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Blogger
Re: It's all to be expected
rich.pell   5/2/2014 8:42:43 AM
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"Tablets are limited usefulness devices, cannot replace PCs, and therefore people have figured it out"

Of course tablets cannot replace PCs in those applications where a PC is required. Yet how much of a PC's power and capabilities does the average person typically use?

rich.pell
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Blogger
Re: It's all to be expected
rich.pell   5/2/2014 8:34:51 AM
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"I have yet to see the value of the Tablet for doing any serious work."

What do you mean by "serious" work?  Tablets may not (yet) be suitable for serious engineering work, but people are using tablets to write and publish content, produce music and visual art, and create multimedia presentations among other things - much of it just as complex as that done on PCs.

Souma Badombena Wanta
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Rookie
Can Market maturity and Economies of scale co-exist?
Souma Badombena Wanta   5/2/2014 4:11:21 AM
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The chip industry is arguably one of the technology field where we usually see a quick progression to level of maturation where differentiation becomes quite difficult to achieve once markets have received and consumed almost every distinguishing features ever possible. Wireless or Mobile Communications and Multimedia semiconductors are a very booming and flourishing segment today chiefly due to to the current increasing demand of information availability by mobile users. Moreover just as this article suggests, growth is shifting to lower-end markets and that's where the most dynamic user adoption for reason of the mobile factor uniquely characterized and accentuated in such markets. We all know how Qualcomm is leading the charge in this domain with quite a significant share but we are considering the fact that things are shifting towards lower-end market, then we should be watching players such Mediatek which is making big strides in the industry by offering performance and affordability. This will certainly heat up the competition and create an very versatile and flexible marketplace where we could see more departure from differentiation factors to a more critical one which is cost. However we are entering the new era of wereables, Internet of Things, Ubiquitous and ambient networks which will certainly keep differentiation still relevant and bankable.

escher
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Manager
Re: It's all to be expected
escher   5/2/2014 3:53:23 AM
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Agreed. I have yet to see the value of the Tablet for doing any serious work. Quoting other articles - it is ideal for consuming content, but terrible for creating anything beyond taking pictures and videos. 

The Internet of Things is being hyped as the next growth area - but will probably rely more on creative system integration using low cost silicon, thus giving trailing edge manufacturers a shot in the arm.

Bert22306
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CEO
It's all to be expected
Bert22306   5/1/2014 9:14:58 PM
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In the developed nations, smartphones are so prevalent that one can't help but conclude that the market is saturated. And as to tablets, FINALLY an article speaks the truth. How long it took! Tablets are limited usefulness devices, cannot replace PCs, and therefore people have figured it out. The first article I've seen that doesn't perpetuate the hype.

If anything, these new "two in ones" are going to obliterate the tablet market.

Every growth curve ultimately proves to be an S curve. If there's anything surprising about this, it's that this seems to create surprise every time it happens!

krisi
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CEO
Re: 8 cores are lucky
krisi   5/1/2014 12:21:56 PM
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There is nothing else the smartphone can have so the focus has to shift to something else (like wearable) in developed world and to low end in developing world...few billion people still have no phones I guess

HangLai
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Rookie
Not clear your prediction is correct
HangLai   5/1/2014 11:18:13 AM
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Yor prediction in 2017 Windows Table or cell phone is in the order of 30M in a 470M market. That is less than 1%.  There was a IDC report out in the last few days to say that 1Q2014 Windows system is the 5.7% in the corresponding market.  Please check your # again.

Susan Rambo
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Blogger
8 cores are lucky
Susan Rambo   5/1/2014 9:45:54 AM
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Interesting story. I like the added color of the lucky 8 cores.



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