Saturday, January 28, 2012

LG’S Optimus LTE Smartphone Sales Exceed One Million


>>LG Electronics has revealed that sales of its Optimus LTE smartphone have exceeded one million units. The world’s first HD LTE smartphone, the Optimus LTE is currently available in the US, Canada, Japan and South Korea.

Friday, January 27, 2012

Apple Becomes World's Largest Smartphone Vendor in Q4 2011

from Strategy Analytics:


Exhibit 1: Global Smartphone Vendor Shipments and Market Share in Q4 2011 1

Global Smartphone Vendor Shipments (Millions of Units) Q4 '10 2010 Q4 '11 2011
Samsung 10.7 23.9 36.5 97.4








Others 45.6 128.0 61.9 220.8
Total 100.7 299.5 155.0 488.5

Global Smartphone Vendor Marketshare % Q4 '10 2010 Q4 '11 2011












Others 45.2% 42.7% 39.9% 45.2%
Total 100.0% 100.0% 100.0% 100.0%

Total Growth Year-over-Year %





The full report, Apple Becomes World’s No.1 Smartphone Vendor in Q4 2011, is published by the Strategy Analytics Wireless Smartphone Strategies (WSS) service, details of which can be found here:

Samsung conference call

a few comments from Engadget:

>>Expecting that smartphone, smart tablets and devices like the Note will "contribute to overall growth."

Q1 2012 demand is expected to decrease compared to this quarter, but the Galaxy Note demand will increase thanks to the US launch (on AT&T with LTE).

It's another "remarkable" quarter, largely thanks to strong sales of the Galaxy S II and Galaxy Nexus.

both smartphones and tablets will see "solid growth" throughout the year.

secondary markets

from the Cypress conference call (SA transcripts):

>In the end, of course, the numbers of handsets seems to dominate. But there are some secondary markets where we've done extremely well like digital still cameras, which are meaningful contributions. And relative to at least handsets is people still spend so much time talking about them. Areas like white goods and automotive, we've had quite significant success, obviously, those are much slower growth market, but have much more stability. And I would say given the fact -- like in automotive, in fact, we actually have automotive touchscreen products that makes us unique, and we're dominating that design and space. So those are markets that aren't as flashy short term, but long term, I think, it should be significant to our bottom line.

Thursday, January 26, 2012

Wednesday, January 25, 2012

GoGrid Extends Cloud to Amsterdam

from DCK:

>>Cloud infrastructure company GoGrid has expanded its operations into Europe, opening a new data center and EMEA Headquarters in Amsterdam, the company said today. The new infrastructure will help GoGrid provide on-demand cloud infrastructure services around the globe. GoGrid is deploying its cloud infrastructure in Equinix’s International Business Exchange (IBX) data center in Amsterdam.

Eagle Asset Management reports 8.58% passive stake in Immersion


Immersion Corporation: The Calm Before The Storm?

Read the whole article at Seeking Alpha:

>>The recent conclusion of CES, the International Consumer Electronics Show, gives us a good opportunity to review new product launches that also included haptic technology, to try forecast the impact of the introduction of these devices to Immersion Corporation's (IMMR) future revenue stream. In addition, some recently awarded patents and a new company approach aimed at defending its IP also in what is now known as "basic haptic" (and used in many popular smartphones available in the market), may justify analyzing this small company again for SA readers.

Brigantine Advisors Starts Equinix (EQIX) at Buy


>>Brigantine Advisors initiates coverage on Equinix with a Buy. PT $139.00.

Haptic Design, Keynote Presentation. David Birnbaum, Immersion

Jamba Juice's Smooth Turnaround

Tuesday, January 24, 2012

Jamba in Expansion Mode


>We are impressed with Jamba’s slow-but-steady turnaround. Besides the domestic market, Jamba is also in an expansion mode overseas. The countries that Jamba is currently eyeing are Korea, the Philippines and Canada.

The company is also on track to innovate a new beverage line and a value-based menu offering. Its recent deal with Bare Fruit LLC to produce three varieties of fruit chip snacks will hit the market by the end of fiscal year 2011.