Tag Archive for HP

Apple Disrupts Mobile PC Market

Apple Disrupts Mobile PC MarketApple is riding a wave of success now and is disrupting the mobile PC market for its competition. KPCB says that social networking will drive the mobile PC market for the rest of this decade. Facebook has 662 million users and Twitter has 253 million users which will continue to grow. TechEYE points out that mobile products now have more processing power, improved user interfaces, and lower prices meaning that there are now ten times more mobile devices globally than a decade ago.

social networking and mobile devicesTechEYE says that the link between social networking and mobile devices can be seen clearly in the Japanese market where a general rise in access to social networking sites has increased, while the number of people accessing them from a traditional PC has steadily decreased – 85 percent of users accessing sites from mobile devices in the last quarter of 2010.

Surging iPad shipments have propelled Apple (AAPL) to a 17.2% share of the global mobile PC market. ITnewsLink reports that this puts Apple at the top of the Q4’10 DisplaySearch market share ranking of worldwide mobile PC shipments. The preliminary results from the Quarterly Mobile PC Shipment and Forecast Report says Apple shipped more than 10.2 million notebook and tablet PCs combined. This was nearly a million more units than HP in Q4’10. ITnewsLink quotes Richard Shim, Senior Analyst at DisplaySearch on Apple’s success.

“While we anticipate increased competition in the tablet PC market later this year with the introduction of Android Honeycomb-based tablets, Apple’s iPad business is complementing a notebook line whose shipments widely exceed the industry average growth rate. Apple is currently benefiting from significant and comprehensive growth from both sectors of the mobile PC spectrum, notebooks and tablet PCs. Cannibalization seems limited at this point.”

Apple ComputersThe top five brands in the mobile PC market Q4’10 are:

  1. Apple
  2. HP (HPQ)
  3. Acer (2353)
  4. Dell (DELL)
  5. Toshiba (TOSBF)

The top five brands accounted for 65.4% of the total mobile PC market. In Q4’10, worldwide mobile PC shipments (including tablet PCs) reached 59.6 million units according to DisplaySearch.

The drive to keep up with the Jobs’s will cause supply chain disruptions for Apple’s mobile PC competition TechEYE says. DigiTimes reports that supplies of notebook components are running short, including CMOS image sensors, chassis, batteries, and LED’s. TechEYE sources report that touchpads are suffering the most serious shortage as a result of Apple hogging the supply from manufacturers such as Wintek and TPK. Reports are that Apple has reserved 60% of global touchpad production capacity. RIM (RIMM), Motorola (MMI), HP. HTC, Samsung, LG, and Dell now all have to fight it out for the remaining 40% of touchpads.

TechEYE predicts that panels will be like gold dust. Bob Raikes, Managing Director at Meko, The European Display Market Research specialist, told TechEye, “Touch technology also tended to limit the visual quality of the display …  Then Apple’s iPhone started to use projected capacitive touch technology. which didn’t degrade the image and allowed a new level of user experience.”

In the last year, there has been a huge swing to use projected capacitive technology in high volume portable devices, and the supply chain has struggled to catch up.  Chunghwa Picture Tubes is teaming up with Compal, one of the biggest manufacturers of laptops for multinationals, to piece together a business in touch panel glass. Compal recognizes that tablets are here to drain the world of its glass supplies and wants to capitalize.

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Looks like Steve Jobs is at it again. In the past, Apple bought up flash memory stores to secure an advantage for their iPod  MP3 players. You have to imagine that the rest of the tablet field is none too pleased with Apple’s tactics.

What do you think?

Do you use a tablet?

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

Big Tech Increases Lobbying

Big Tech Increases LobbyingThe Business Insider has a great post that lays out the lobbying spending by most of the techs stalwarts. Arik Hesseldahl at All Things D compiled the data. The data says that the telecom’s spent the most on lobbying last year. The biggest spender was Verizon (VZ) which spent $3.83 million, an increase of nearly $1 million over last year. AT&T (T) spent $3.47 million on lobbying.

Hewlett-Packard (HPQ) spent $1.6 million on lobbying in 2010, which is nearly double what it spent last year. Microsoft (MSFT), Oracle (ORCL), Google (GOOG), IBM (IBM), and Yahoo (YHOO) also increased the dollars spent on lobbying from 2009 to 2010. Only Intel (INTC) decreased its lobbying spending in 2010.

Tech Spending on Lobbying 2010

The Business Insider points out that despite their incredible influence in the world of tech, Apple (AAPL) and Facebook are hardly spending anything on lobbying. The post speculates that while Apple is influential, it doesn’t dominate anything other than mp3 players, so the government has had little reason to mess with it. (Apple rules the tablet world, but that’s an 8-month-old market.) Also, Apple doesn’t do big blockbuster acquisitions that the government looks at.

Facebook spent the least of anyone with just $120,000. The author expects this will change soon as the company’s power is growing quickly, drawing the eye of regulators.

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The telecom monoliths spent $7.3 million on lobbying, which is more than HP, MSFT, Google and IBM combined what are they up to? I wrote about AT&T’s activities previously, clearly, these firms expect something back from the politicians they bribe donate to. History has proven that the politicians on the receiving end of the bribes donations generate results for their largest contributors and not the SMB or end-user.

What do you think? What are these tech stalwarts getting for their money in Washington DC?

 

Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

Dell Number 2 again

I wrote about Dell losing its #2 role in the PC market but now iSuppli reports that Dell (DELL) has regained its customary rank in the global PC market behind HP. After nine months in third place, the Texas-based OEM retook the number 2 place from Taiwan-based Acer (ACID) in the second quarter of 2010. The change is primarily due to decreased Acer sales and not improved sales for Dell.

Dell logoIn the second quarter shipped Dell shipped 10.5 million units worldwide, down a negligible 1.2 percent from 10.7 million units in the first quarter. This gave Dell a 12.8 percent share of global shipments, down from 13.1 percent in the first quarter according to iSuppli.

However, iSuppli says Acer experienced a 6.2 percent shipment decline in the second quarter, with its shipments falling to 10.2 million units, down from 10.9 million in the first quarter. As a result, Acer’s share declined to 12.4 percent, down from 13.3 percent in the first quarter. Acer’s decline was notable given the global PC market’s 1.1% sequential rise in the second quarter, with shipments amounting to 82.5 million units, up from 81.6 million in the first quarter.

Acer logoWith its product line heavily focused on mobile PCs, Acer’s sequential decline in notebook shipments affected its position at the total PC level more than its competitors, which were able to draw on the upswing in desktop shipments to bolster their total shipments,” said Matthew Wilkins, principal analyst, compute platforms research for iSuppli.

Dell’s share of the global PC market had been steadily declining since the second quarter of 2008. At that time the company accounted for 16% of worldwide shipments and held a 6.5% point lead over Acer. However, by the third quarter of 2009, Dell’s share had dwindled to 12.9 percent, allowing Acer to slip past and take the world’s No. 2 position.

The second-quarter results show the market-share battle between Dell and Acer is not over and that it will continue to rage,” Wilkins said.

The second quarter marked HP’s 16th consecutive quarter as the No. 1 worldwide PC brand, with a market share of 18.1 percent.

Top 5 PC OEM Ranking Q2 2010

Q2 2010 RankOEMQ2 2010 ShipmentsQ2 2010 ShareQ1 2010 ShipmentsQ1 2010 Share
1Hewlett-Packard14,99518.1%15,96519.6%
2Dell10,54112.8%10,66813.1%
3Acer10,19112.4%10,87013.2%
4Lenovo8,32710.1%7,0208.6%
5Toshiba4,4565.4%4,5755.6%
Others34,02041.2%32,49939.8%
TOTAL82,490100%81,596100%
iSuppli (Ranking by Unit Shipments in Thousands)

 

Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

Acer Beats Dell in PC Wars

Acer Beats Dell in PC WarsI recently wrote about the troubles at Dell. Here is more proof of the downturn at DellBusinessInsider is reporting that Acer (ACEIY), the Taiwanese computer maker has posted another solid quarter of global PC sales, according to new data from Gartner.

Acer logoThe Asian and emerging markets drove Acer’s growth. It has also successfully ridden the explosion in netbook demand. The netbook market is drying up now, though thanks to Apple’s iPad. This could give Dell an opening if it can execute well (a big if lately) and Taiwan-based Acer has problems cracking the mainland China market.

Acer Beats Dell

 

Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.

Cows Can Power Your Next Server Farm

ComputerWorld reports that HP (NYSE: HPQ) researchers presented a paper (PDF) on using manure from cows to generate power to run data centers. HP says that manure from dairy farms. cattle feedlots and other “digested farm waste” can be used to generate electricity.

HPHP presented the idea to the American Society of Mechanical Engineers Conference on Energy Sustainability, The researchers believe that biogas from a farm of 10,000 dairy cows could power a 1 megawatt (MW) data center, about 1,000 servers. That is the equivalent of a small bank’s computer center.

Organic matter is already used by farms to generate power. Farmers use a process called anaerobic digestion that produces methane-rich biogas. HP’s paper looks at how the process could be extended to run a data center, starting with the amount of manure produced by your typical dairy cow and working up from there.

Connecting a data center to cows

But there are some practical problems. The first problem is connecting a data center to the cows. “What’s the reality of getting 10,000 cows in one place?” said Angie McEliece, an environmental consultant for RCM International in Berkeley, CA, which makes digester systems. She told ComputerWorld the average size dairy farm in the U.S. includes less than 1,000 cows. farms with 5,000 cows are quite unusual. Farms that now use anaerobic digestion systems to generate electricity and heat typically get some funding from federal and state grants. In such cases, a payback of four years or less on the technology is likely. 10 years is the payback to me without grants, said Ms. McEliece in the ComputerWorld article.

Cows Can Power Your Next Server Farm

HP insists that this is just an idea sketched out on paper by a research team. No demonstration project has yet been planned. “I’ve not yet submitted a purchase order for cows,” said Tom Christian, an HP researcher, in an e-mail to ComputerWorld. “The idea of using animal waste to generate energy has been around for centuries, with manure being used every day in remote villages to generate heat for cooking.

The new idea that we are presenting in this research is to create a symbiotic relationship between farms and the IT ecosystem. The new tech can benefit the farm, the data center, and the environment according to Tom Christian, principal research scientist, Sustainable IT Ecosystem Lab, HP.

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The proposal has energy independence, economic and ecological benefits.

Michigan had 335,000 cows in 2007.  According to the HP researchers, the manure that one dairy cow produces in a day can generate 3.0 kilowatt-hours (kWh) of electrical energy. Michigan dairy cows could produce enough methane to move 366.825 MWh off the grid under this plan. That would be enough electrical power to move all of Facebook’s estimated 30,000 servers off of the grid.

Economic benefits

There are economic benefits as well. Data center operators would have access to a reliable source of clean energy, presumably at a competitive if not lower cost than what’s on the market. Dairy farmers would make money selling electricity to data center customers. HP estimates that dairy farmers would break even within the first two years. They could earn roughly $2 million annually from selling the power to data center customers. Michael Kanellos, at Greentech Media, told the New York  Times that there was some convenient overlap between data centers and biogas generation. “Computing equipment produces a lot of heat as a waste product, and the systems needed to create biogas require heat. So, there is a virtuous cycle of sorts possible.”

Another trend that makes this idea workable is the move to build facilities in rural locations. In areas where high-speed networks are available, they can benefit from the cost advantages of rural areas. Many agricultural areas are also ideal for wind farms. Leading to a second clean energy source that could lead to some economic revival in the U.S.

Alternate energy sources such as these can help prepare for a new round of regulation and taxes. For example the U.S.s’ Waxman Markey bill. Carbon taxes or cap-and-trade systems both in the U.S. and abroad will force companies to measure and report greenhouse gas emissions. Farmers will benefit from the proposed system by accumulating carbon offsets for capturing and reusing methane.

There are also environmental benefits. A system that extracts biogas from manure would cut the hefty environmental impact of animal waste. The HP paper says methane is 21 times more damaging to the environment than carbon dioxide. Additionally, farmers will benefit from carbon offsets. They could be eligible to receive credits for capturing and reusing methane under any future cap-and-trade emissions legislation.

 

Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedInFacebook, and Twitter. Email the Bach Seat here.