Live Blog: Apple Special Event -- iPad 5, iPad Mini and more
It's only a matter of weeks since the last big Apple event at which the iPhone 5s and iPhone 5c were announced. Today we have another event to look forward to and while we're not absolutely certain of what's going to be unveiled, the clever money is on the iPad 5, a new iPad mini, new Mac and release details for Mavericks.
Who knows… maybe there'll even be "one more thing"!
Where to watch the live stream for Apple’s iPad event -- and what to expect [updated]
When a big tech company live streams a launch event, we usually embed it here for readers to sit back and enjoy. Apple likes to make things difficult though. At last month’s iPhone event it didn’t bother providing a live stream, and you can only watch today’s iPad event if you’re one of the Apple faithful.
To be fair, the restrictions on today’s live stream should surprise no one. It’s exactly the same deal as the iPad reveal last year -- you need to be watching on Apple TV or using Safari 4 on Mac OS X 10.6 or later, or iOS 4.3 or later.
Microsoft’s new tablet ads -- comparing apples with lemons
This week Microsoft rolled out two new video adverts -- one pitting Surface RT against the iPad, and the other putting the Acer Iconia W3 next to the iPad mini. The adverts follow the same format as previously with a side by side look at the features on offer.
Of course the comparisons aren’t fair. Microsoft picks areas where its tablet/operating system is strongest, and avoids the areas where it’s weakest -- apps and popularity, for example. It’s a lot like comparing apples with oranges (or, yes, lemons in the case of poorly selling Windows devices) and then pointing out that it’s easy to peel an orange, but you need to buy a separate peeler to accomplish the same task on an apple.
Nexus 7 wins, iPad mini loses
Rest in peace, iPad mini. Google killed you. The question then: Is it murder or manslaughter -- or justified homicide, putting the Apple tablet out of our misery?
Three days using the new Nexus 7, I can't imagine why Apple let Google, and partner ASUS, seize back-to-school buying with the tablet. I don't refer just to the instrument of destruction but the means. The 2013 edition is widely available through major US retailers, including Amazon and Best Buy. By all indications there is inventory to meet demand, not the typical supply shortages, although the 32GB WiFi model is unavailable this weekend from many retailers -- but Google Play is stocked.
British women enjoy fondling 7 inchers (and larger)
According to YouGov's latest Tablet Tracker report there are more women owning tablets than men in the UK. The study says that in May, 52 percent of the country's touchscreen computers were in female hands, an increase of nine percent compared with the same time last year.
Over the same period, the share of tablets owned by men fell from 57 percent to 48 percent. There’s no equivalent report for female tablet ownership in the US, but I wouldn’t be surprised to see it following a similar trend. Tablets are ideal for women.
History repeats, as Android does to iPad what it did to iPhone
This week IDC released tablet market estimates and the figures are quite a bit off from my original Q1 estimate, but eerily similar to my revised estimate based on NPD's figures. Android tablets are poised to permanently steal the tablet market crown from the iPad, while Windows tablets continue to struggle. Let's take a deeper look at the figures.
Android now leads the tablet market, with a share of 56.5 percent, while the iPad's share falls below 40 percent. Windows tablets are still struggling, with a share below 4 percent and with struggling shipment figures, sell-through is always questionable.
Nexus 7 lifts ASUS to third place
So much for Apple's tablet reign that analysts stoutly stood by even just months ago. Android kicks ass, crushing iOS shipments during first quarter, according to IDC. Among the top four, the fruit-logo company posted the lowest year-over-year growth (65.3 percent), and considerably less than the overall market (142.4 percent). Meanwhile, the company's market share fell by 18.5 points to 39.6 percent.
Among tablet manufacturers, Apple is market leader, with the question being for how much longer. Samsung share rose 282.6 percent -- ASUS even more (350 percent). Strong Nexus 7 shipments pushed ASUS past Amazon to take third place. ASUS' challenge and opportunity could be Google I/O, where the tablet launched last year and new model is rumored for the event starting May 15. Challenge is maintaining shipments during product transition; opportunity is capitalizing on new sales.
Apple Q2 2013 by the numbers: $43.6B revenue, $10.06 EPS
Today's closing bell brings answer to a question oft-asked over the past two weeks: "Will Apple profits fall for the first time in about a decade?" Not since 2003, when the fruit-logo company recovered from economic woes that sapped global PC shipments everywhere, has profit receded. Now we know.
For fiscal Q2, Apple reported $43.6 billion revenue and net profits of $9.5 billion, or $10.06 a share. Gross margin: 37.5 percent. A year earlier, the company reported revenue of $39.2 billion and $11.6 billion net quarterly profit, or $12.30 per share.
Samsung Galaxy Note 8 arrives April 11, but something's missing
What's wrong with Samsung? That's the question I asked in newsroom group chat today after seeing specs for Galaxy Note 8.0. Screen resolution diminishes the otherwise noteworthy feature list. Sorry, but 1280 by 800 is inadequate -- little more than matchup to Apple's iPad mini, which is similar size. For a company that makes such great-looking displays, lower-res is an endemic problem across Samsung's entire tablet line.
I really expected more from Galaxy Note 8.0, which as the same suggests has an 8-inch screen; iPad mini is 7.9. Samsung unveiled the tablet in February, and I wrote the news story. But in the rush of Mobile World Congress news didn't consider screen resolution, in part on possibility specs would change. The electronics giant has done it before, announcing one thing but shipping something slightly different months later.
How pathetic Apple has become
Phil Schiller's preemptive attack against Samsung's Galaxy S IV, which launches later today, says everything you need to hear about the sorry state of Apple. I'm stunned, because the marketing chief sounds too much like Microsoft CEO Steve Ballmer in 2007, when he dismissed iPhone. Denial is the surest sign a company has lost its way, and I don't just mean some executive denying such-and-such product or competitor is any good as distracting marketing ploy. The worst, and Schiller gives it, is corporate denial -- the proverbial ostrich with head in the sand -- about the world around.
Last night, I saw Schiller quoted in the Wall Street Journal. This morning I see posts from Bloomberg and Reuters, too, and a raff of tech blogs and news stories -- largely quoting one of the more mainstream services. The Journal calls Schiller's Android attack a "rare interview". But I see something else: Desperation. Denial. What's missing means much more: The typical leaks and rumors about Apple's next thing that steals the thunder from a competitor. Apple has nothing to show, and the InterWebs are less embracing of rumors. How pathetic is that?
Apple's mini is more popular than iPad, and that's not a good thing
Nearly two months ago, when forecasting that tablets would outsell laptops this year, NPD DisplaySearch dropped dirty data bomb: shipments of slates with 7-7.9-inch screens will eclipse larger ones. Now the analyst firm puts real numbers behind the prediction, and they are grim for Apple. Talk about mixed blessings. iPad mini sizzles, while iPad fizzles. The problem: Higher sales of one takes away from the other, rather than expands demand. As such, margins are lower for the important category, likely biting Macs, too.
Panel shipments reveal the trend, and it is dramatic in just one month. "Shipments of 9.7-inch tablet PC panels collapsed, falling from 7.4 to 1.3 million, while 7-inch and 7.9-inch panel shipments grew rapidly, from 12 to 14 million", David Hsieh, NPD vice president, says. "Shipments of 10.1-inch panels grew only slightly" from December to January. Apple and Sony are the major manufacturers selling 9.7-inch tablets, the overwhelming majority iPad. Starting today, Sony sells the Xperia Tablet Z, in a move to 10.1 inches, but 9.7-inch volumes aren't high enough to account for such a dramatic shift in panel orders.
Amazon Cloud Player now available on iPad
Amazon has launched Amazon Cloud Player 2.0 for iOS. The app, which lets users stream or download music from their Amazon Cloud collection, has been revamped to support the iPad and iPad mini for the first time, in addition to previous support for iPhone and iPod touch.
Version 2.0 also debuts a revamped user interface and adds a new setting that allows users to configure the size of the offline cache used for storing streamed music for access while offline.
Updated evasi0n jailbreak tool available for iOS 6.1.2
Yesterday Apple rolled out iOS 6.1.2 for compatible iPads, iPhones and iPod touch devices, touting the fix of an Exchange calendar bug that might boost network activity and decrease battery life. And, as customary with a new iteration of iOS 6, there's also a new version of the popular evasi0n jailbreak tool. Evad3rs, the team responsible for the first iOS 6 jailbreak tool, released evasi0n 1.4 shortly after iOS 6.1.2 rolled out.
The latest version, according to the "evasi0n 6.0-6.1 Unthether" package in Cydia, touts the same bug fixes as two weeks ago when I reported on the first evasi0n update. It appears that the fruit company did not put the lid on modding attempts just yet. First-time jailbreakers running iOS 6.1.2 simply have to connect their iPads, iPhones or iPod touch devices to a compatible PC running Windows, MacOS X or Linux and run evasi0n to unleash the modding gates on their smartphone or tablet.
There's something you should know about Apple
Panic in Cupertino: Headless chickens run around smacking into one another, because they don't know they're dead.
That's the fundamental problem with Apple, and this situation is largely independent of recent stock price declines that analysts, bloggers, reporters and other writers can't opine enough about. Falling shares are part of a necessary correction, as reality displaces perception. To understand what's happening now, you need to look into the past -- three years, which by Internet counting is like a lifetime.
Get iOS 6.1 NOW
Apple today released iOS 6.1, which is available via over-the-air download. The update extends 4G LTE support to 36 additional carriers, bringing the total to 70. High-speed data is also available to 23 more carriers for iPad. Apple already supports LTE in Australia, Canada, Japan, South Korea, United Kingdom and United States, among others. New coverage extends to Denmark, Finland, Italy, Philippines, Switzerland and some Middle Eastern countries, to name a few.
"If you look at the total of all of these and the incremental subscribers that are in those countries, that’s over 300 million", Apple CEO Tim Cook boasts. Availability and adoption aren't the same thing. IHS iSuppli sees global LTE subscribers reaching 198.1 million this year, up from 92.3 million -- that's 115 percent -- in 2012. The analyst firm forecasts 139 percent compound annual growth rate through 2016, with 1 billion expected subscribers.
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