Tag Archives: tablet

AUDIO – How Apple iPad is impacting tablet OEM, semiconductor and EMS / ODM firms

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Apple’s iPad is clearly the dominant tablet in the market. What does all of this mean for OEM tablet makers; semiconductor firms, ODM / EMS manufacturing relationships and the consumer?
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EMS v ODM: Pegatron after the turnaround

Pegatron is struggling, and straddling, EMS v. ODM business models because R&D resources are limited. Essentially, electronics product notebook design is like an ODM business model, but LED TV and iPhone assembly is more like an EMS business.
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Tablets, tablets everywhere: Is iPad2 really unbeatable?

HP TouchPad vs. Apple iPad comparison and why this may be the wrong analysis. It might not matter if an improved product shows up two years later. A comparison is irrelevant since the real competition is the rest of the tablet field.
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No. 10 Ranked EMS provider Venture avoids iPad tablet threat with enterprise computing strategy

Singapore-based EMS provider Venture uses enterprise computing strategy to combat threat from Apple iPad / tablets, while HP and Dell have divergent PC fortunes.
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Palm acquisition benefits and HP’s EMS universe

Low risk for Hewlett Packard with huge payoff potential. Acquisition catapults HP into Mobile devices. Microsoft and Google relations could sour. EMS currently serving HP include Flextronics, Jabil Circuit, Sanmina-SCI, Hon Hai… 

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Fault lines in iPad teardown cost analysis

Consumer electronics product manufacturing cost must be less than 33% of retail price. Total component cost must be less than 25% of product retail price. Most iPad components and printed circuit boards supplied by Taiwanese and Korean manufacturers.
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