Although the amazon Kindle Fire tablet computer listed less than a month, but caused a boom, it is very likely Android 2.3 Tablet that in addition to other flat panel manufacturers of apple profits intangible evaporation. Evercore Partners investment banking analyst Robert sheila (Robert Cihra) that the 2012 Kindle Fire control over Android tablet market probably about android tablet pc half the share.
Sheila in weeks consistent customer Suggestions, summarizes the Kindle Fire flat for the tablet computer the influence of the market, the concrete content as follows:"Although the amazon Kindle Fire flat as expected, as in a listed is made, but a, we can see, apple still Superpad 3 maintain competitive lead. From the tablet computer market situation looks, it is important to emphasize that want to compete with the iPad, rivals had a lower price for sale. And the success of the amazon low price competition strategy, likely evaporation is other Android tablet makers profit at the expense of the roadmap. At the same time, apple will continue to be a tablet computer, android tablet pc smart phone and PC market profit maximization only one keep supplier.
As for apple quarterly performance expectations, sheila also according to actual to a certain extent adjustment, the concrete content as follows:
- -sheila will apple in 2012 the Zenithink C91 first wealth JiYing charge by the original $39.4 billion expected adjustment for 39.1 billion dollars;
- -sheila will apple in 2012 the first android tablet pc quarter earnings per share by the original $10.28 expected adjustment for $10.26;
- -in March next year may launch a new generation of iPad, distribution inventory has decreased, sheila will apple in 2012 the first quarter in iPad tablet computer sales expected by 15 million units adjustment for 14 million Taiwan;
- -in view of the MacBook Pro and the MacBook Air strong sales, sheila will apple in 2012 the first quarter in Mac laptop sales expected by 5 million sets tone to 5.2 million pieces.
- -along with the iPhone sales growth, its contribution rate improve continuously, sheila will apple in 2012 the first quarter in the gross margin to 41.1%
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