Chinese consumers rate Macs as most desirable, although only 7% can afford one
In August, according to IDC, China overtook the U.S. as the world's largest consumer of personal computers.
On Wednesday, Morgan Stanley issued the results of a survey suggesting that Apple (AAPL) is the best positioned of all PC manufacturers to capitalize on the boom.
Summarizing the results of a proprietary Alphawise survey of 1,553 consumers in 16 Chinese cities, Morgan MOREPhilip Elmer-DeWitt - Nov 10, 2011 6:39 AM ET
Intel is prodding PC manufacturers to make better ultra-thin and light laptops like Apple's MacBook Air. But the concept faces strong headwinds -- and tough competition.
FORTUNE -- When Apple launched the MacBook Air, it got flack: not fast enough, not enough ports, too pricey, the optional external optical disc drive had as much portable appeal as a brick. Fast-forward three years, and the current version of the Air has become MOREJP Mangalindan, Writer - Sep 12, 2011 12:13 PM ET
"A year from now," it predicts, "'Amazon' will be synonymous with 'Android' on tablets."
The last time I looked closely at a research report from Forrester's Sarah Rotman Epps I took her to task for predicting in June 2010 that total U.S. tablet sales from all manufacturers that year would be a modest 3.5 million -- despite the fact that Apple (AAPL) had already sold 2 million iPads worldwide in the previous MOREPhilip Elmer-DeWitt - Aug 29, 2011 3:36 PM ET
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Dell CEO Michael Dell sat down with The Wall Street Journal to reflect upon the path his company has taken since he co-founded it in his dorm room some 26 years ago. Among the areas discussed: how the tablet's meteoric success surprised him, why Android tablets will pass MOREJP Mangalindan, Writer - Apr 25, 2011 6:30 AM ET
The U.S. computer maker got serious in India only a few years ago -- and then proceeded to thrash HP and everyone else. Now India is Dell's fastest-growing market, with 55% growth.
By Anurag Prasad, contributor
In the U.S., Dell originally became a market leader through its online and direct made-to-order sales model. When the computer maker decided to enter India, however, it needed a change of strategy.
In the B.D. era -- MOREFeb 10, 2011 8:30 AM ET
Canalys bucks the trend and includes tablets in its analysis of worldwide PC shipments
Where research firms like Gartner, IDC and NPD saw anemic single-digit PC sales last quarter, Canalys saw what it described in a report issued Wednesday as "strong PC industry growth of 19% in Q4 2010."
The difference is that Canalys, unlike those other market research firms, includes tablets like Apple's (AAPL) iPad in its definition of a PC.
By MOREPhilip Elmer-DeWitt - Jan 26, 2011 8:01 AM ET
Opening two new stores and launching the iPhone 4 on Saturday
"We are lucky that Steve Jobs has such a bad temper and doesn't care about China," Lenovo CEO Liu Chuanzhi told the Financial Times in July. "If Apple were to spend the same effort on the Chinese consumer as we do, we would be in trouble."
Comments like that may help explain why Apple (AAPL) has been making extra sure the MOREPhilip Elmer-DeWitt - Sep 20, 2010 7:12 AM ET
Samsung warns of a memory glut from weakening PC sales as consumers turn to tablets
File this under unintended consequences.
On Tuesday, according to Reuters, the world's largest manufacturer of memory chips warned that DRAM prices may fall in the next two quarters due to weakening demand for notebook and desktop computers.
"If the PC market continues to slow, we may see a kind of oversupply in Q4 or Q1," Kwon Oh-hyun, head MOREPhilip Elmer-DeWitt - Sep 7, 2010 7:40 AM ET
Many will try, few will survive, says an Asian manufacturer working on several of them
Two new tablet computers based on Google's (GOOG) Android operating system -- one from Samsung, the other by Toshiba -- were introduced at a trade show in Berlin this week, part of a wave of knockoff designs inspired by Apple's (AAPL) iPad.
Many of them will disappear within a year, Compal Electronics president Ray Chen told investors MOREPhilip Elmer-DeWitt - Sep 3, 2010 8:32 AM ET
The fastest year-to-year growth since iSuppli starting tracking computer shipments in 2003
The charts say it all. Three Asian suppliers -- Acer, Lenovo and ASUS (from a small base) -- led the field. Apple (AAPL) and Toshiba were close behind. Hewlett-Packard (HPQ) and Dell (DELL) grew more slowly.
In terms of market share, HP is still No. 1, but Acer is gaining fast, having passed Dell to reach the No. 2 spot. MOREPhilip Elmer-DeWitt - Jun 4, 2010 5:42 PM ET
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