“It’s hard not to juxtapose this report and guidance with the stiff recent Nvidia warning. Nvidia cited Tegra 2 weakness as one factor for its substantial revenue softness,” Kuittinen reports. “Tegra 2, of course, is the engine of Android dual-core smartphones and tablets that are the most direct rivals of iPhone 4S and iPad2 – from Motorola, LG, Samsung, etc.”
“It is a truism that Apple’s strength is reshaping the entire component market. The topic has been widely discussed for a year or two. But the Qualcomm and Nvidia reports hint that the pace of change is even faster than investors anticipated,” Kuittinen reports. “Very soon the entire high-end handset/tablet component market from camera modules to processors to displays may be completely at Apple’s mercy.”
Read more in the full article here.
MacDailyNews Take: The tide has turned and she is blood red.
[Thanks to MacDailyNews Reader "Dan K." for the heads up.]