Sunday, February 17, 2013

Are Future PCs threat to Apple?


It seems that Apple has not been Apple since Steve Jobs left this world. The innovations have run short for the tech giant as claimed by Citibank analyst:

'Apple's "limited innovation" in tablets this year will make it vulnerable to newfangled PCs.'

And it may be true too as the new hybrid laptop-tablet devices based on Intel's fast but power efficient Haswell chip are likely to threaten Apple's tablet dominance in time.

While financial analysts write lots of research notes about Apple every week, this one from Citibank analyst Glen Yeung, sent out early in the week, is worthy to be noted:
'We believe Apple will launch an iPad Mini Retina and a thinner/lighter iPad5 (both likely sporting newer processors) in 3Q13...iPad innovation of this nature is insufficient to reverse share loss.'
'Whereas we see limited innovation in tablets in 2H13, we see growing innovation in PCs. The growing presence of touch-based, ultrathin, all-day notebooks at improving price points (e.g., Intel requires all Haswell-based Ultrabooks to have touch and envisions price-points as low as $599) could create competition for 10" tablets not fully anticipated by the market.'



It may be noted that Citibank, like other analyst groups, is pegging a lot of this prognosticated PC success on new designs based on Intel's upcoming Haswell processor and Intel's stipulation that Haswell-based ultrabooks must have touch screens.

In other words, expect more designs like Microsoft's Surface Pro and Samsung's ATIV Smart PC Pro, but thinner and lighter with better battery life (though I suspect battery life won't approach that of the iPad), says Brroke Crothers at C|net.

Read more about it at: C|net

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