subject: How to Make Low resolution iPad 2: buy key parts [print this page] How to Make Low resolution iPad 2: buy key parts
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"I am the way." In iPad2 launch, Steve Jobs can imitate Jesus, that voice on the Tablet PC industry. Two in the morning, "Qiao Bangzhu" on time, the audience rose to applaud, some die-hard Apple fans and even moved to tears. Black round neck T-shirt, blue Levis jeans is still the first line of familiar people. Just seems more sparse hair, which is more than a month before he announced his first public appearance since the sick leave.
"I do not want to miss thelaunch iPad2 such an important day." March 3, in the vast Grass Art Center in San Francisco, Steve Jobs speech with a trademark laugh.
Many details of the show, Apple's supply chain management, parts purchasing, integrating hardware and software still retains a clear advantage, but these have to worry about Apple's Steve Jobs sick people who will seriously affect the long sigh of relief.
More impressive is that Apple's pricing strategy to: Configure a rather high price but well below iPad2 similar products. The secret is that?
Reason for low
"IPad2 price, other than a casual market with cheaper grades of tablet PCs have about 2,000 yuan RMB." Taiwan's Topology Research Institute deputy director of the Yangsheng Fan pointed out that the Institute so that the annual sales volume is expected to maintain iPad 2011 unchanged, that the iPad will account for Tablet PC 2011, 70% of total sales.
Compared to the first generation of iPad, iPad2 thin by 33%, twice as fast, with a front and rear dual cameras, showed 9-fold increase chip performance is equipped with newDell latitude e6500 battery e1505 battery software, the same standby time of up to 10 hours.
But the configuration of the iPad2 high price is much lower than similar products the price of Motorola Xoom up to 800 dollars, Samsung Galaxy7-inch tablet PC is priced at 600 dollars.
"IPad2 not revolutionary, but it rivals some of the configurations on the market with, for example, the camera, such as dual-core processor, the price is also cheaper to combat competitors." Flat-panel computer manufacturer, Wuxi Silicon Technology CEO Chen Hai-Lei Ding told reporters.
IPad2 while the release of the first generation iPad also announced significant price cuts the first generation of the Chinese market straight down the official price iPad 1,100 yuan, the lowest price dropped to 2,888 yuan, the price has been almost equal to the price of the Internet.
"IPad is the secret to maintain low prices, iPad, and iPhone are common in many parts." Yangsheng Fan pointed out that Apple's shipments to ensure that large and upstream parts manufacturers in the bargaining superior bargaining power when there is a significantly reduce production costs.
"Apple's competitors will find that even if the iPad parts removed one by one, to buy the same, the price will be much more expensive than Apple." Hai-Lei Chen also pointed out that Apple's good at mobilizing the huge amounts of money on capital markets, and the upper parts and long-term supply contracts signed contract manufacturers to hold down production costs, this move to other competitors, is no different from root of the problem.
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IPad used in production to high-end mold, for example, "Do not underestimate this mold, apple through mass production, will be able to save a lot of this cost, the cost of other production processes lower than its competitors, combined can be a lot cheaper. "Hai-Lei Chen said.
In addition, iPad2 upgrade the hardware, which greatly enhanced the difficulty of Tablet PC technology, which gives Apple's pursuit of those who built up a big threshold.
Goldman Sachs recently released a report, iPad2 to fight the ultra-thin flat-panel computer trends, but the production of ultra-thin screen is very high technological requirements, which the processing of ultra-thin glass screen is more difficult than the production technology, so Global production capacity will initially be limited which means that Apple's competitors in the short term is difficult to introduce a similar ultra-thin device.
At the same time, due to increased iPad configuration, Apple intends to sell some of their profits to continue to ensure market share, according to Taiwan's industry forecast, the first generation iPad's gross margin of about 20%, but the iPad2 sony vgp-bps8a battery Vgp-bps2c battery processor , the camera lens and the light on the strengthening, gross profit margin decreased to 10% -15%.
Buy key parts
"I have been curious about one thing: until now, I did not see any one occasion than any one person iPad tablet, what other vendors are selling Pad shipments gone?" Famous investors Ran Wang Bo in their own micro-expression to his question the intuitive feeling also other vendors on the market the poor performance of the same flat shipping.
According to consulting firm PRTM statistics, there were 64 market makers launch 102 Tablet PC models, most of the plates began to look more and more like iPad, and is the market called the "iPad-like. It is regrettable that, in addition to iPad, the almost all of the existing poor performance Tablet PC.
The first generation of less than a year after the release iPad, a total of 1,500 million units sold, accounting for global sales of tablet PCs for 90% of the total. That is, other vendors combined sales of tablet PCs produced only 10%.
The iPad2 listed in advance so that Apple's competitors are even more worse. iPad2 listed from April 3 last year, the first generation iPad listed less than a year, in such a short time a new generation of products, Apple showed the entire upstream supply chain of super control.
Apple to the supplier in 2011 total shipments in 4000 Series iPad million goal to achieve such amazing goals, the key is that Apple controls the upper parts.
According to Taiwan's "Electronic Times" reported that Apple currently holds more than 60% of the world's capacitive touch-screen production iPad Touch Screen Hung Chen major manufacturers from Taiwan and two wins Chinese production sony vgp-bps2a battery Sony vgp-bps13 battery , most of their products down the Apple package .
In the last few weeks, the market suddenly came news that Apple is working with Samsung signed a 7.8 billion U.S. dollars in the largest single component supplier. Samsung is the iPad2 the most important parts suppliers: Samsung will offer TFT-LCD display iPad2, graphics processor (GPU), random access memory (RAM), Nand-flash memory and other components.
It gave its competitors the Apple was very nervous, because in the past Apple has repeatedly thrown out like a large purchase orders, some key parts of the market to buy short-term production, leading to global shortages.
In 2005, Apple COO Cook has led the price of 12.5 billion dollars set to the Samsung and Hynix flash memory chips faster long-term supply contracts to ensure that the apples on the key components in the supply. When Apple's competitors have introduced similar products, its capacity has already bought up by Apple, the supply contract to a large extent laid the basis for the success of iPhone and iPad, leading to difficult for competitors to launch similar products in the short term.
As a result, other vendors market Tablet PC, or missing parts can not be a large number of shipments, or shipments due to high prices of spare parts prices.
BlackBerry maker RIM in September 2010 released their first Tablet PC PlayBook, but the progress of this tablet PC market has repeatedly delayed. Motorola Xoom iPad Sony vgp-bps15 battery Gateway m505 battery tablet earlier than the dual-core processor, and equipped with two cameras, but this Tablet PC based Android3.0 the price up to $ 799, after the introduction of little interest.
Samsung Galaxy Tab iPad in 2010 in addition to excellent addition to the few relatively flat product, once known as the iPad is a killer product, but Jobs is not forget the press conference in iPad2 mockery of it: "Samsung Galaxy Tab The sales are not satisfactory. "
The shortage of raw materials has also led to a large number of upstream firms to flat-panel computer-related parts manufacturing force in the past, the touch screen, for example, in China alone put into operation a large number of companies announced the capacitive touch screen, but because of the manufacturing process, and these factories take at least six months to a year to be able to upgrade to a reasonable level yield the yield of the touch panel production line less than 80% of the plant will lose money.
"Now the greatest shortages of raw materials is the Tablet PC touch screen, screen, CPU, high-end flash memory." Hai-Lei Chen pointed out, such as the catch-up productivity and quality up, Apple's iPad3 have to be on the market.
"We expect the Tablet PC than Apple will sell the only good is Samsung." Yangsheng Fan pointed out that Samsung and telecom operators to close, so there will be some improvement, as other competitors are able to challenge Apple, to wait until Android in the second half of this year a new generation of tablet PCs are all listed in order to see the outcome, but short-term flat-panel shipments from other manufacturers will be very limited.
"And Apple head-on confrontation is no future." Hai-Lei Chen pointed out that China is the future of tablet PCs depth of Android with the industry custom, for example, he led the technology to silicon tripod is for the medical, automotive customers the depth of customized professional tablet PC, "only, and operator depth cooperation, and walk the road of industry custom, to avoid the impact of Apple. "Hai-Lei Chen said.
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Mobile developers to move closer to the iPad
The day of the conference, Jobs bitterly ironic competitors can provide the application to download only a few, he noted that Apple's competitors are still chasing the first generation in the iPad, because many of Tablet PC applications store only 100 kinds of procedures, and Apple's App store there are 65,000 programs for iPad.
Jobs sarcastic point out competitors rather awkward point the mobile application developers who are pouring into iPad program development, and other operating systems, application developers amount of few.
"IPad2 plus support for video output, all applications can be output to the TV, and another with dual cameras, allowing iPad will be as a communication tool, open a considerable amount of application development space." Development of China's largest apple community of cocoa china founder Chen Haozhi told reporters, iPad2 some new features to the developers left a big imagination.
Software developers, iPad2 Compaq pavilion dv6 latitude e6400 battery improvements in hardware may make the device even more attractive platform. These improvements include the use of a dual-core processor, graphics processing power is also improved nine-fold.
Chen Haozhi that, iPad2 iPad high configuration makes large-scale 3D applications can run, which will attract investment in large-scale application development team resources to develop side iPad based on large-scale applications.
As more and more developers into their development Apple iOS platform applications, Apple's strengths in hardware and software more and more obvious, Chen Haozhi point out that very few developers to focus on the development platform other than the flat-panel Apple iOS program.
Apple earnings from the existing terms, App Store more just help promote the role of hardware sales. Apple App Store in 2010 the annual income of 17.82 billion dollars, and Apple went straight to the billions of dollars in annual revenues compared to only a fraction of it.
However, App Store revenues grew 131.9% over the previous year, it will be Apple's most imagination of the next piece of business, which can be explained from another angle, why Apple is willing to sell iPad2 part of the profits.
Reveal the details above, regardless of physical condition Jobs how he put up the framework of the apple has let Apple calmly while.
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