“History is repeating itself. Reports from Taiwan tell us that the strength of iPad and iPod touch demand is causign tight touch panel supply, meaning Apple has a big slice of the very market competitors need some access to in order to launch their own iPad (and iPhone) killers,” Evans reports. “‘Apple shipped about 17 million iPhones in the first half of 2010, and is expected to ship over 30 million iPhones for the year, up from 25 million units in 2009, the sources said, adding that iPad shipments for the year are expected to exceed 12.9 million units in 2010,’ [DigiTimes reports].”
Evans reports, “This is not good news for Apple competitors hoping to introduce Android-based tablets or phones.”
Full article here.
This is EXCELLENT news for Apple.
Skating where the puck is going to be.
Apple is great at long term planning.
Sadly, the factories making all those little buttons are seeing decreased revenue. Poor small plastic button factory workers.
In answer to the article headline – YES
Apple expects.. an iphone killer or an ipad killer.. .. but what android is doing is eating away.. in bits and pieces.. there will never be a single phone taking on apple… it would be a lot of phone.. its like an elephant fallen.. into an ant pit.. for elephant a single little ant may be too much of a risk.. but a lot of little ants is indeed…
@ digiviz,
You presume too much. I think Apple doesn’t expect an iPhone or iPad killer; they’ve exhibited far too much market savvy to be easily tripped up this way. In fact, that’s the crux of this whole article. By keeping their plans company proprietary and under extreme control, they’re able to maneuver the supply chain to make it harder for others to get enough products to make & market competitive devices at economically attractive prices. So, tell me again how Android is going to be “eating away.. in bits and pieces.. “. But I think you are correct, there will never be a single phone taking on Apple, and this is a good thing for Apple, so they don’t lose their competitive edge.
I have an idea. Come up with your own idea and develop that device so Apple can not beet you to the resource supplies you will need. It is called innovation, research and development and if you do not start there you will always be groping around for scraps.
The days of offering a faster shiner cheeper turd to capture your piece of the pie is over. People expect more. They only want Apple now!
@digiviz
I think the little ants are going to battle each other for market share. It isn’t the nature of ants from different colonies to cooperate. One colony cannot bring down an elephant like Apple. Most of them are just pissants anyway.
They also face an alarming lack of Apple stores, iTunes software, Macintosh computers, an iTunes store, an App store, a massive, untapped server farm…
Everyone, give a big welcome to Digiviz, our latest astroturfer!
Speaking of ants, prepare to be eaten here, Digiviz.
Sounds like a opportunity knocking.
Time to build more factories.
If any company wants to compete with Apple, they must move out of reactive mode, and into creative mode. If they wait until Apple comes out with something, then “react” by planning the Apple whatever “killer” they’re screwed. They’re screwed because where Apple is at today is not where they’re at today; it’s where they were at 2 years ago when they were planning what happened today. They’re 2 years in the future right now planning the next ‘today’ so just about the time the companies reacting come out with their “killer” they find Apple doing something they weren’t and aren’t prepared for.
So instead of just competing against an iPod (which nobody did successfully) they’re now competing against an iPod AND an iPhone. And just as they are starting to bring to market iPhone competitors, now they find they’re competing against iPods, iPhones AND iPads. Meanwhile they aren’t paying attention to something they don’t think is worth noticing which is Apple’s computer business; the MAC which more and more people are switching to as the foundation for all these other devices they’ve already purchased.
They can’t compete because there’s too much to react to now and it takes to long to react, and Apple is gaining speed and momentum and doesn’t show ANY signs of slowing down. They’re rapidly becoming a 23rd century company operating in the 21st century.
That antenna testing facility they allowed reporters to see was astonishingly advanced; and that was JUST FOR ANTENNAS. One can only imagine what other secret labs they have built. They sure have the money for it; and since they don’t have to borrow to fund these things it can be a complete secret so one can only imagine what people with this kind of will, intelligence, talent, skill and funding are doing “behind the scenes”.
Apple should be THE role model for every American corporation, instead of all this bitchy, petty, back-stabbing, vandalistic behavior that’s become so common.
@ DRMSSB
Little plastic button factories… Funny.
@digiviz
Two words for ya bud,
Public. Education.
I’m just sayin’
@Jim-TIV
I think that might be cipher, . . . or perhaps “tongues.”
Here in puerto rico, last Sunday was the merger of AT&T and centennial. Today in the news to stories the country is officially out of iPhone 4 and 3GS. Apparently AT&T allowed centennial clients to change their units without penalties and more than 90% did. Imagine what would happen if verizon, tmobile or sprint are added a a second carrier.
This is kind of funny to read about. I never thought about Apple’s insatiable demand for components affecting the supply chains that competitors need to lock up in order to compete with it by offering their own products. I assume that, unless these companies have pre-existing contracts in place for the components, their prices are going to rise due to the tight supply.
@Digiviz
> Apple expects.. an iphone killer or an ipad killer…
I think it’s more the media that’s driving the [Apple product]-killer frenzy.
“…the strength of iPad and iPod touch demand is causign [sic] tight touch panel supply, meaning Apple has a big slice of the very market competitors need some access to in order to launch their own [products]…”
Amazing what US$40 billion in cash can do for ya…
” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
MaWo: ‘bed’. As in, “Apple’s ‘competitors’ have made theirs…”
@ Doc e
Well written and well stated. And you are right, Apple is ran very very well, they dont need to borrow, they are flush with cash. If any issue I might have with them is that they dont expand faster. Truth is since they are so hardware centric they could buy XYZ company such as FoxxConn ….. BUT that isnt there core business, and as Henery Ford found out the hard way in South America, trying ot be all things can end up hurting all your things.
Anyway, well said.
Place an iPad next to any netbook and the difference is dramatic. The Netbook feels cheap, plasticy and “less”. The iPad is beautiful, solid and an amazing piece of the future – that actually works.
The nerds will forever dwell on the tech specs, but regular people don’t care if there is a Core 2 Duo or A4 processor inside. Usability trumps tech specs any day and the iPad delivers.
So they killed the killers
And if the workers commit suicide, they killed the killers killers.
More fud from the chicken little school of journalisum.
@ digiviz,
Hey digi
Very funny – You are now the Zune Tang of the Chinese Army Ant
theory. Keeping it on topic……Is that a Dung Beatle climbing up your pant leg?