There is growing evidence that the iPhone is making inroads into the enterprise. Although Apple has a relatively small position today, some on Wall Street expect Apple to gain considerable share in the enterprise market over the next several years, possibly driving upside to many Street estimates.
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Consumer & Handheld Electronics
iPhone market share: Enterprise demand may buck trends
Semiconductor recovery: Strong year-end performance expected
Although global semiconductor revenue is set to decline in 2009 for the second consecutive year, quarterly year-over-year growth is expected to finally return to the market in …
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China semiconductors market at $80 billion in 2010
China semiconductor market to grow by 17.8%. Automotive electronics only major application market to generate an increase in semiconductor demand in 2009. Wireless communications semiconductor market to decline to …
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Visiting ODMs on-site: Quanta, ASUSTEK, Compal, Wistron, MiTAC, Qisda…
Prior to the on-site visit, OEMs should have a full supplier vendor evaluation survey completed. This survey will help to establish the visit’s agenda and it should include…
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China iPhone market demand projections
Some industry reports indicate Apple could soon be announcing a partnership with China Unicom to distribute the iPhone across mainland China. While VentureOutsource.com is unsure of the pending partnership, reports are providing insight into what Apple’s China iPhone venture …
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PC fallout: Rush orders a thing of the past
Except for a few isolated components, lead-times are short for most components. Industry contacts indicated that major OEMs (Dell and HP) are maintaining caution with respect to inventory …
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Dell strategy: Mobile PC outsourcing benefits and drawbacks
Starting from late 2007, Dell began to experiment with a manufacturing approach that had been used by Hewlett-Packard (HP) and Acer for years, which was to let ODMs ship …
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Taiwan electronics end-market demand trends
According to industry researchers, after just two months of relatively strong, above seasonal performance, Taiwan monthly sales were just slightly ahead of seasonal. The report breaks down trends for each of the following end-markets …
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Mobile phones: Troubled contract manufacturing?
When the economy is strong and market demand is good, this model will help an EMS provider grow because economies of scale can be leveraged and the manufacturing business and the component business can …
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Taiwan IC Design: Netbook opportunities, challenges
Nonetheless, this may not necessarily be viewed as negative for Taiwan fabless companies as the lower IC content should be offset by Taiwan’s nearly 100% market share of the netbook market compared to …
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