subject: Tablet PCs will continue to threaten e-book reader market [print this page] Tablet PCs will continue to threaten e-book reader market
Report issued by JP Morgan Securities, PVI will (8069-TW) adjust target price from 85 yuan to 62 yuan, and remove PVI from the "Asia analyst focus list " , reiterated rating to "neutral ", that FFS technology for fear of the contribution of PVI than expected, coupled with Tablet PC will also be the continuing threat to e-book reader market, the yuan is too short-term price momentum and lack of fear back.
JP Morgan noted that the e-book reader, the industry may have been past the peak season, with more tablet PCs in Q2 launch for fear that greater price competition, the lack of PVI short-term stock price momentum, the stock pulled back once 50, is a good time to the layout of investors.
JP Morgan Chase said that as the Tablet PC launch, once to create a lower price point may attract consumers to switch to e-book reader into buying Tablet PC; point out in 2010, PVI shares after the release of 3 iPad Fell 30% during the month, even though iPad sales price higher than the Kindle's retail price by 90%, but 2,3-e quarter of 2010 still showed only flat state revenue, in Q2 this year, non-Apple Tablet PC Will be listed under another wave of e-book market, Tablet PC wave of fear erosion of reproduction.
JP Morgan noted that Qualcomm (Qualcomm) of the Mirasol panel on the potential threat of PVI, has probably been overstated, that the Mirasol panel, high cost, complexity of the production process, coupled with the number of customers still do not have much, it is expected, although the first half of Mirasol Will introduce the first panel, but the amount should be small, the earliest to the 4th quarter to make progress in number.
There never lack of vendor in the potential consumer market, and soon that slate a large number of computers there have sprung up version of the BlackBerry launched PlayBook, Motorola introduced the Xoom, HP introduced the TouchPad, Samsung launched the Galaxy Tab, Sony will soon introduce newparagraph S2.The new tablet PC products are choosing the more suitable for Android or other flat panel computer's operating system, configuration of the large size of the touch screen buttons in order to retain very little physical experience of touch to better interact with the user experience, create an applicationApp Store for users to purchase applications need to attract a variety of developers to develop applications for users.Apple built a brand new ecosystem, but many budding Tablet PC manufacturers to learn quickly.
