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	<title>Digital Daily &#187; iSuppli</title>
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	<description>by John Paczkowski</description>
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		<title>Droid: "The Best Smart Phone Not Made by Apple"</title>
		<link>http://digitaldaily.allthingsd.com/20091106/droid-launch/</link>
		<comments>http://digitaldaily.allthingsd.com/20091106/droid-launch/#comments</comments>
		<pubDate>Fri, 06 Nov 2009 13:15:31 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Apple]]></category>
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		<category><![CDATA[mobile]]></category>
		<category><![CDATA[telecom]]></category>
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		<category><![CDATA[application]]></category>
		<category><![CDATA[branding]]></category>
		<category><![CDATA[cellphone]]></category>
		<category><![CDATA[Droid]]></category>
		<category><![CDATA[form factor]]></category>
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		<category><![CDATA[Lowell McAdam]]></category>
		<category><![CDATA[Manhattan]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[MOT]]></category>
		<category><![CDATA[Motorola]]></category>
		<category><![CDATA[Razr]]></category>
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		<category><![CDATA[Tina Teng]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=28348</guid>
		<description><![CDATA[Droid, Motorola’s most anticipated cellphone since the launch of the Razr in 2004, arrived at market today, to a warm reception by most accounts. Some 2,000 Verizon Wireless stores opened early this morning, many to lines--though admittedly, the lines are far shorter than those that accompanied the launch of certain rival devices.]]></description>
			<content:encoded><![CDATA[<p> <img src="http://digitaldaily.allthingsd.com/files/2009/11/vertical1-150x150.jpg" alt="vertical1-150x150" title="vertical1-150x150" width="150" height="150" class="alignright size-full wp-image-28349" />Droid, Motorola’s most anticipated cellphone since the launch of the Razr in 2004, arrived at market today, to a warm reception by most accounts. Some 2,000 Verizon Wireless stores opened early this morning, many to lines&#8211;though admittedly, the lines are far shorter than those that accompanied the launch of certain rival devices. </p>
<p>According to News.com, <a href="http://news.cnet.com/8301-30686_3-10392128-266.html">100 people or so lined up outside Verizon’s midtown Manhattan store last night prior to its midnight opening</a>. And <a href="http://search.twitter.com/search?q=droid+line">various reports posted to Twitter</a> suggest there were queues at other outlets as well, though quite a bit shorter (see below; click to enlarge).</p>
<p><a href="http://digitaldaily.allthingsd.com/files/2009/11/droid.jpg" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2009/11/droid-250x200.jpg" alt="droid" title="droid" width="250" height="200" class="aligncenter size-medium wp-image-28350" /></a></p>
<p>In any event, the fact that there are lines at all must be a welcome sight for Verizon (VZ), which has been looking for a strong rival to Apple&#8217;s (AAPL) iPhone, and for Motorola (MOT), which hopes Droid will revive its much-diminished post-Razr cellphone business. As one Verizon subscriber eager to trade up to Droid told me, &#8220;it’s the best smart phone not made by Apple.&#8221;</p>
<p>With endorsements like this, Motorola should be working a bit harder on branding the device as its own. Right now, the Droid marketing push from Verizon Wireless is so overwhelming that you&#8217;d think CEO Lowell McAdam designed it himself. Why aren&#8217;t we hearing from Motorola as well?</p>
<p>&#8220;Droid is potentially a game changer for Motorola,&#8221; iSuppli analyst Tina Teng said in a recent research note. “Motorola now is no longer just emphasizing slick form factors, such as it did with its RAZR handset. The company now has focused on the hottest segment of the global mobile handset market&#8211;providing compelling smartphone products that are usable and expandable through third-party applications.”</p>
<p>That being the case, Motorola might want to do a bit more to get its name out there.</p>
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		<title>Apple to Extend AT&amp;T’s iPhone Exclusivity Deal?</title>
		<link>http://digitaldaily.allthingsd.com/20090910/apple-to-extend-att%e2%80%99s-iphone-exclusivity-deal/</link>
		<comments>http://digitaldaily.allthingsd.com/20090910/apple-to-extend-att%e2%80%99s-iphone-exclusivity-deal/#comments</comments>
		<pubDate>Thu, 10 Sep 2009 17:41:57 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Apple]]></category>
		<category><![CDATA[Digital Daily]]></category>
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		<category><![CDATA[EVDO]]></category>
		<category><![CDATA[exclusivity]]></category>
		<category><![CDATA[expire]]></category>
		<category><![CDATA[Francis Sideco]]></category>
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		<category><![CDATA[High Speed Uplink Packet Access]]></category>
		<category><![CDATA[high-speed downlink packet access]]></category>
		<category><![CDATA[HSDPA]]></category>
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		<category><![CDATA[Toni Sacconaghi]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=24491</guid>
		<description><![CDATA[AT&#38;T’s iPhone exclusivity deal with Apple is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed--despite complaints about the carrier’s network. That’s the word from iSuppli, which predicts Apple will extend its agreement with AT&#38;T because it has no reason not to.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/09/att_iphone.jpg" alt="att_iphone" title="att_iphone" width="150" height="107" class="alignright size-full wp-image-24492" />AT&#038;T’s iPhone exclusivity deal with Apple is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed&#8211;despite complaints about the carrier’s network. That’s the word from iSuppli, which predicts Apple will extend its agreement with AT&#038;T because it has no reason not to.</p>
<p>&#8220;Speculation is rife that Apple will end its exclusive U.S. iPhone service deal with AT&#038;T when the current contract expires in June 2010 and begin to offer phones that work with the Verizon network,&#8221; <a href="http://www.isuppli.com/News/Pages/Apple-Expected-to-Extend-Exclusive-Wireless-Deal-with-ATT.aspx">iSuppli analyst Francis Sideco said in a research note today</a>. &#8220;However, iSuppli doesn’t believe this will be the case. The main reason Apple is likely to stick with AT&#038;T beyond 2010 is the relatively wide usage and growth expected for the HSPA air standard used by the carrier for 3G data.&#8221;</p>
<p>As Sideco explains, &#8220;Cumulative global subscribers of HSPA wireless services, consisting of High-Speed Downlink Packet Access (HSDPA) and High-Speed Uplink Packet Access (HSUPA), are set to rise to 1.4 billion in 2012, up from 269.1 million in 2009. In contrast, cumulative subscribers for the EVDO standard used by Verizon will amount to 304.6 million in 2013, up from 145.2 million in 2009.&#8221;</p>
<p>A point worth noting, though it’s hard to imagine that Apple (AAPL) doesn’t harbor some resentment toward AT&#038;T (T), which has undermined its carefully crafted iPhone experience. And if that’s the case, wouldn’t it make more sense for the company to extend its deal with AT&#038;T, but not as an exclusive? That would allow Apple to hammer out a second deal with Verizon (VZ), which, according to some analysts, would more than double U.S. iPhone sales in the near term. </p>
<p><a href="http://digitaldaily.allthingsd.com/20090601/iphone-verizon/">As Bernstein Research analyst Toni Sacconaghi noted this summer</a>, &#8220;Verizon’s postpaid subscriber base is not only larger than AT&#038;T’s, but more importantly, is untapped whereas we estimate more than 10 percent of AT&#038;T’s postpaid users already have an iPhone.&#8221;</p>
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		<title>2009 PC Sales: The PC Stands for Pretty Crappy</title>
		<link>http://digitaldaily.allthingsd.com/20090715/2009-pc-sales-the-pc-stands-for-pretty-crappy/</link>
		<comments>http://digitaldaily.allthingsd.com/20090715/2009-pc-sales-the-pc-stands-for-pretty-crappy/#comments</comments>
		<pubDate>Wed, 15 Jul 2009 11:30:49 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[digital]]></category>
		<category><![CDATA[econalypse]]></category>
		<category><![CDATA[hardware]]></category>
		<category><![CDATA[2009]]></category>
		<category><![CDATA[bust]]></category>
		<category><![CDATA[computer]]></category>
		<category><![CDATA[decline]]></category>
		<category><![CDATA[desktop]]></category>
		<category><![CDATA[dot com]]></category>
		<category><![CDATA[global]]></category>
		<category><![CDATA[iSuppli]]></category>
		<category><![CDATA[IT]]></category>
		<category><![CDATA[Matthew Wilkins]]></category>
		<category><![CDATA[notebook]]></category>
		<category><![CDATA[PC]]></category>
		<category><![CDATA[PC market]]></category>
		<category><![CDATA[PC sales]]></category>
		<category><![CDATA[sales]]></category>
		<category><![CDATA[shipments]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=21364</guid>
		<description><![CDATA[The global PC market will suffer a rare decline this year with shipments expected to slip four percent to 287.3 million units in 2009, from 299.2 million in 2008. Not since the dot-com bust of 2001 have PC sales been so slow or their outlook so grim, says iSuppli, the research outfit charting the market’s collapse.]]></description>
			<content:encoded><![CDATA[<p><a href="http://digitaldaily.allthingsd.com/files/2009/07/isuppli_pcshipments_071409.jpg" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2009/07/isuppli_pcshipments_071409-250x171.jpg" alt="isuppli_pcshipments_071409" title="isuppli_pcshipments_071409" width="250" height="171" class="alignright size-medium wp-image-21370" /></a></p>
<p>The global PC market will suffer a rare decline this year with <a href="http://www.isuppli.com/NewsDetail.aspx?ID=20520">shipments expected to slip four percent to 287.3 million units in 2009</a>, from 299.2 million in 2008 (click on chart to enlarge). Not since the dot-com bust of 2001 have PC sales been so slow or their outlook so grim, says iSuppli, the research outfit charting the market’s collapse. </p>
<p>&#8220;An annual decline in unit shipments is highly unusual in the PC market,” says Matthew Wilkins, principal analyst, for iSuppli. “Even in weak years, PC unit shipments typically rise by single-digit percentages. The last decline&#8211;in 2001&#8211;was a 5.1 decrease in unit shipments due to the extraordinary impact of the Dot-Com bust, which caused inflated IT spending levels from the previous years to collapse.&#8221;</p>
<p>Driving the gloomy forecast this time around: The econalypse, of course, but also, dwindling demand for desktop computers. iSuppli expects an 18.1 percent drop in desktop shipments, from 151.9 million in 2008 to 124.4 million in 2009. </p>
<p>Grim, I know. Still, there is a bit of good news in the report. Notebook PC shipments will rise 11.7 percent to 155.97 million units in in 2009, exceeding desktop shipments for the first time ever.</p>
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		<title>New From AMD: The Impresseron</title>
		<link>http://digitaldaily.allthingsd.com/20090610/new-from-amd-the-impresseron/</link>
		<comments>http://digitaldaily.allthingsd.com/20090610/new-from-amd-the-impresseron/#comments</comments>
		<pubDate>Wed, 10 Jun 2009 14:49:14 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[econalypse]]></category>
		<category><![CDATA[semiconductors]]></category>
		<category><![CDATA[2009]]></category>
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		<category><![CDATA[first quarter]]></category>
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		<category><![CDATA[Intel]]></category>
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		<category><![CDATA[Matthew Wilkins]]></category>
		<category><![CDATA[microprocessor]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=19243</guid>
		<description><![CDATA[Intel’s year of sequential gains in the semiconductor market came to an abrupt end in the first quarter of 2009. According to market research outfit iSuppli, the chip giant’s share of the market fell 2.5 percent to 79.1 percent in Q1. Meanwhile, AMD’s rose about 2.3 percent to 12.8 percent.]]></description>
			<content:encoded><![CDATA[<p>Intel’s year of sequential gains in the semiconductor market came to an abrupt end in the first quarter of 2009. According to market research outfit iSuppli, the chip giant’s share of the market fell 2.5 percent to 79.1 percent in Q1. Meanwhile, AMD’s share rose about 2.3 percent to 12.8 percent, its gain a clear function of Intel’s loss. </p>
<p>&#8220;After losing share to Intel on a sequential basis during three out of four quarters in 2008, AMD managed to reverse the trend in the first quarter of 2009,” <a href="http://www.isuppli.com/NewsDetail.aspx?ID=20317">iSuppli analyst Matthew Wilkins said in a statement</a>. &#8220;AMD increased its allocation of global microprocessor revenue due to strong performances in each area of its microprocessor portfolio, particularly in its notebook products. This was an impressive feat given the economic downturn and the weakness in the PC and server markets.&#8221;</p>
<p><img src="http://digitaldaily.allthingsd.com/files/2009/06/isuppli_amd_intel.jpg" alt="isuppli_amd_intel" title="isuppli_amd_intel" width="350" height="127" class="aligncenter size-full wp-image-19241" /></p>
<p>Of course, AMD (AMD) did suffer an econalypse-inspired revenue decline in Q1, as did Intel (INTC). And the factors that caused it are expected to persist. iSuppli figures the 2009 microprocessor market will top out at $28.6 billion, down 15.8 percent from $34 billion in 2008.</p>
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		<title>iSuppli Announces Laptopaleolithic Age</title>
		<link>http://digitaldaily.allthingsd.com/20081223/isuppli-announces-laptopaleolithic-age/</link>
		<comments>http://digitaldaily.allthingsd.com/20081223/isuppli-announces-laptopaleolithic-age/#comments</comments>
		<pubDate>Tue, 23 Dec 2008 22:12:59 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[computer]]></category>
		<category><![CDATA[desktops]]></category>
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		<category><![CDATA[Intel]]></category>
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		<category><![CDATA[laptops]]></category>
		<category><![CDATA[market]]></category>
		<category><![CDATA[mobile PC]]></category>
		<category><![CDATA[notebooks]]></category>
		<category><![CDATA[Paul Otellini]]></category>
		<category><![CDATA[PC]]></category>
		<category><![CDATA[platforms]]></category>
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		<category><![CDATA[third quarter]]></category>

		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=10171</guid>
		<description><![CDATA[“We believe that the shipment crossover of desktop PCs to mobile PCs will now happen this year and not next year, as we originally anticipated.” Intel CEO Paul Otellini made that prediction this past April, and it would appear he’s been proven right.]]></description>
			<content:encoded><![CDATA[<p><img src="http://voices.allthingsd.com/files/2008/12/laptoppile.jpg" alt="" title="laptoppile" width="200" height="122" class="alignright size-full wp-image-7074" />&#8220;We believe that the shipment crossover of desktop PCs to mobile PCs will now happen this year and not next year, as we originally anticipated.&#8221;<br />
<a href="http://seekingalpha.com/article/72435-intel-q1-2008-earnings-call-transcript?page=-1&amp;find=think&amp;">Intel (INTC) CEO Paul Otellini made that prediction this past April</a>, and it would appear he&#8217;s been proven right. Global shipments of notebooks surpassed those of desktop PCs for the first time ever in the third quarter, according iSuppli Corp. The market-research firm&#8217;s metrics reveal that notebook shipments rose almost 40 percent in the third quarter of 2008 over the same period in 2007, to 38.6 million units. Meanwhile, desktop shipments fell by 1.3 percent to 38.5 million units.</p>
<p>While the mobile computing era was obviously born quite a while back, iSuppli&#8217;s report would seem to make its advent official. &#8220;This marks a major event in the PC market because it marks the start of the age of the notebook,&#8221; <a href="http://www.isuppli.com/NewsDetail.aspx?ID=19823">said Matthew Wilkins, principal analyst for compute platforms at iSuppli</a>. &#8220;The notebook PC is no longer a tool only for the business market, or a computer for the well-off consumer; it&#8217;s now a computer for everyone. While the third quarter will be remembered as the time when the scale of the global economic/credit crunch truly became apparent, the PC market managed to deliver strong unit shipment growth during the period.&#8221;</p>
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		<title>GPhone 10 Percent Cheaper, Uglier Than iPhone</title>
		<link>http://digitaldaily.allthingsd.com/20081112/gphone-10-percent-cheaper-uglier-than-iphone/</link>
		<comments>http://digitaldaily.allthingsd.com/20081112/gphone-10-percent-cheaper-uglier-than-iphone/#comments</comments>
		<pubDate>Wed, 12 Nov 2008 20:50:35 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Apple]]></category>
		<category><![CDATA[John Paczkowski]]></category>
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		<category><![CDATA[G1]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=8309</guid>
		<description><![CDATA[T-Mobile’s G1, the first smartphone based on Google’s Android operating system, really is as cheap as it looks. According to a new theoretical tear-down by research firm iSuppli, the G1 costs about 10 percent less to manufacture than Apple’s iPhone 3G.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2008/11/gphone-iphone.jpg" alt="" title="gphone-iphone" width="360" height="204" class="aligncenter size-full wp-image-8311" />T-Mobile&#8217;s G1, the first smartphone based on Google&#8217;s (GOOG) Android operating system, really is as cheap as it looks. According to a new theoretical tear-down by research firm iSuppli, <a href="http://money.cnn.com/news/newsfeeds/articles/djf500/200811111617DOWJONESDJONLINE000514_FORTUNE5.htm">the G1 costs about 10 percent less to manufacture than Apple&#8217;s (AAPL) iPhone 3G</a>. </p>
<p>The estimated bill of materials for the G1: <a href="http://www.isuppli.com/MarketWatchDetail.aspx?ID=309">$144</a>. The estimated bill of material for Apple&#8217;s 8GB iPhone 3G: <a href="http://www.isuppli.com/ProductDetail.aspx?ID=28180&amp;L1ID=180&amp;L2ID=1046">$160</a>.</p>
<p>Now, iSuppli&#8217;s estimated bill of materials for the G1 is based on component and materials costs alone. It doesn&#8217;t account for other expenses like research and development, software, shipping and distribution. It does, however, account for &#8220;wow factor,&#8221; of which the G1 apparently has a paucity. Though Tina Teng, iSuppli senior analyst of wireless communications, described the  G1&#8217;s interface as better than average, she said it &#8220;still has a gap to close with Apple&#8217;s interface&#8221; and &#8220;lacks the wow factor of some of its slicker competitors.&#8221;</p>
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