Tag Archives: aapl

Apple iPad, Tablets’ Best Growth Years Are History

The best growth years of the tablet market, and Apple ‘s (AAPL) iPad, might well be in the history books. Worldwide tablet shipments registered a second consecutive year-over-year decline in Q1, according to market research firm IDC, and Apple’s share of the market again slipped. Also in Q1, wireless services leaders AT&T (T) and Verizon Communications (VZ) continued a trend of getting most of their postpaid subscriber additions from tablet users,

Apple Watch interest described as ‘tepid,’ ‘lackluster’

Apple Watch interest is “tepid,” claims a new report by UBS Securities, which also slashed its sales outlook for the device. A study of global Internet search activity showed “lackluster interest” in Apple’s smartwatch when compared with other new consumer electronics launches, UBS analyst Steven Milunovich said in a note Friday. Apple Watch interest is tracking at 20% of the level of iPhone and iPad launches, Milunovich said. He forecasts Apple will ship 11 million watches in fiscal 2015 ending Sept. 26. But he cut his forecast for fiscal 2016 to 31 million watches from 40 million based on waning demand as measured by Internet searches. Milunovich now says 7% rather than 10% of the expected iPhone 5/6 installed base of 430 million is likely to buy an Apple Watch. Milunovich, however, is bullish on the long-term prospects for the Apple (AAPL) Watch. The device is “the interface to the …

9 chip stocks riding on Apple Watch

Teardowns of the Apple Watch are revealing which chip companies won Apple’s (AAPL) business for the new smartwatch. ABI Research broke open a sealed S1 processor in the Apple Watch to learn which chip companies supplied components. In a report posted Thursday, ABI said that the S1 chipset included chips from Broadcom (BRCM), NXP Semiconductors (NXPI), SanDisk (SNDK) and STMicroelectronics (STM). The brains of the Apple Watch also included chips from AMS, Dialog Semiconductor, Integrated Device Technology (IDTI), Analog Devices (ADI) and the Elpida unit of Micron Technology (MU). Those chips run the gamut from wireless communications and flash memory to sensors. “A few of (the) key surprises in the design are two touch-controller design wins for ADI and the IDT wireless charging receiver,” ABI said. One loser was InvenSense (INVN), which lost the accelerometer-gyroscope component business to STMicroelectronics, the tech company Chipworks reported in its teardown….