Friday Grab Bag: Kindle and iPad Drove Q4 Tablet Sales

Global tablet sales surged in the 4th quarter of last year, driven by the demand for Amazon’s Kindle and Apple’s iPad tablets. An IDC study as reported by Cnet shows that overall tablet shipments grew by 56% on a sequential basis in the fourth quarter of 2011, to 28.2 million units, and a 155% increase from the same period in 2010.

The top players in this sector were led by Apple with a 55% market share with 15.4 million tablets. Second was Amazon’s Kindle Fire at 4.7 million in the quarter, good for a 16.8% market share. Samsung trailed with a 5.8% share and then Barnes & Noble with a 3.5% share.

IDC has upgraded its estimation for worldwide tablet sales in 2012 to 106.1 million, up from its previous estimation of 87.7 million. I wonder what percentage of those sales would have gone to PCs a few years ago?


Did the NFL collude against the players?

The NFL’s very odd decision to fine the Washington Redskins and Dallas Cowboys a combined $46 million in cap space could turn out to be a major mistake, if the league actually goes through with its decision, multiple outlets are reporting.

Dallas and Washington’s crime was apparently spending more money during the uncapped year than the other owners wanted, giving them an ‘unfair advantage’ by actually investing in their teams rather than simply pocketing the money.

It looks like the owners of the two teams are now considering suing the league, a move that looks like it might then result in an additional lawsuit from the players union as it would show collusion and violation of antitrust. While the league has limited antitrust immunity, it does not cover this kind of action. Baseball did the same thing some time back and was expensively slapped by the courts. I suspect the NFL may quietly backtrack on this issue.

Apple and Motorola talked cross licensing–last year?
A series of talks between Motorola Mobility and Apple last year regarding a proposed deal to cross license their patent portfolios, or portions of them, has come to light as part of the EU’s discovery process on the Google/Motorola merger.

It looks like Motorola was demanding that it gain access to Apple’s entire patent portfolio in order for Apple to get access to Motorola’s standards-essential patents (SEPs). It was noted in The Register that usually SEPs are cross licensed for other SEPs, not the entire portfolio.

They did discuss the ‘scope of a possible settlement’ after Google announced its purchase of Motorola for $12.5 billion. According to Foss Patents, Motorola wanted to broaden the scope of the deal to include all Android licensees while Apple wanted it between the two companies.

Yahoo sues Facebook over patents
Yahoo has dropped the other shoe in its face-off with Facebook and has filed a lawsuit contending that the social media giant has violated Yahoo patents that cover a range of features including news feed generation, social commenting and advertising.

The issue initially emerged a few weeks ago and many thought that the effort by Yahoo was just part of a positioning move by the company to show that it has a valuable patent portfolio as it seeks a buyer. The timing of the move is interesting because it coincides with Facebook’s IPO.

Now it looks like it may get the chance to prove that contention via court filings and possibly rulings on its patents. Yahoo is seeking unspecified damages, and has requests that any such amount be tripled due to Facebook’s willful actions.

Sony’s Xperia smartphone features ‘floating touch’ technology
Sony, using something that sounds like it came from a Geisha house has incorporating ‘floating touch’ navigation that allows a user to browse the web without touching the screen, simply by hovering a finger above the screen and moving it to move the cursor.

The phone also features a 1GHz dual core processor, Android 2.3, upgradeable to 4.0 later this year, and a 3.7-inch Reality Display.

Nokia working on Windows 8 tablet
Nokia, one of Microsoft’s strongest supporters in the Windows smartphone market has said that it will be joining Microsoft in the tablet space in the near future. Reuters reported that the company’s design chief is spending a third of his time developing the tablet and that the company is seeking to take a different approach from rivals in creating a product that will challenge market leader Apple and its iPad.

Intel invests in eye-tracking company
Intel Capital has invested $21 million in a third funding round for Swedish company Tobii, that has been working on eye-tracking technology that can be incorporated with laptops, tablets and other hardware. Tobii said that the investment will give Intel a 10% stake in the company.

Tobi has previously raised $14 million in 2007 and an additional $26.8 million in 2009. It said that the investment will help the 12 year old company maintain a steady research and development schedule. Tobii recently unveiled its latest eye-tracking device last week at CeBIT, the Tobii IS-2 Eye Tracker.

It is interesting that Intel is investing in this type of technology. Over a decade ago I saw a demonstration of eye tracking technology at an Intel Labs demonstration and have wondered why it has never seen the light of day. I guess it was red lighted and so the company is now looking to outside sources.

Going to London for the Olympics? Free Wi-Fi!
Well at least it will be free in the Tube, or subway system. The service will run from July 27 to August 12 and will be provided by Virgin Media. After the Olympics end the service will be available to Virgin subscribers.

USC football players live for Twitter
Interesting read at CBS Sports about Twitter and specifically on how a pair of USC athletes use it. Shows how prevalent that technology is becoming.

MLB Looks to Embrace Latest iPad

With the new iPad just a day away, lines are already starting to form at Apple stores for customers who hopefully already have a confirmation that their order is in. Otherwise they may have to wait as long as three weeks for a second batch of tablets to arrive, according to Apple.

Stores are planning at opening at 8 am rather than the 10 am or 11 am that they usually do to handle the crush. The iPad will initially be available in 10 different markets. Gene Munster, an analyst at Piper Jaffray is predicting that Apple will hit that number today, the firs in which its latest iPad will be officially available.

Apple has already acknowledged that it has sold out of its initial run and that current orders may take as long as three weeks. Others in the industry have estimated that Apple sold 300,000 of its first generation iPads on that products initial day of sales.

However it is not just the everyday fan that is waiting for the latest and greatest from Apple. USAToday has reported a growing interest in Major League Baseball for the tablet, and indications that use of the Apple table is already extremely widespread.

This is no real surprise since going back as far as Hall of Famer Tony Gwynn players have been using video feedback on notebook computers to study how pitchers throw to them and to see how defenses are aligned against them. In the locker rooms VHS players and tapes were a common training tool, the drawback being that only one player at a time to could watch their specific at bats versus a rival pitcher or team.

The iPad simply makes this viewing easier due to it portability, and with the new Retina display, they have a high definition video playback machine that weighs in around two pounds. Now coaching staffs can tailor video for each player to view.

Players, and teams, are prohibited from bringing electronic devices into the dugout during games but there is nothing to stop a player from walking down the runway and getting a quick look at his latest at bat to get an good idea how to adjust for their next at bat.

Football has already embraced the use of tablets, often iPads for a similar reason. Playbooks are now digitized, making it much easier to carry and access rather than a 200 plus page loose-leaf notebook.

Tablet or iPad + Wi-Fi = Mobile Sports Nirvana

One of the interesting features of the new Apple iPad it its inclusion of a 4G LTE communications chip, which will let the device connect directly with the high-speed wireless networks now being built by Verizon Wireless and AT&T in the U.S. While that’s great news for tablet users who want more power on the go, for mobile sports fans a Wi-Fi connection is going to remain the wireless link of choice going forward.

Why? Because data rates for 4G LTE are still too high to make cellular-only usage an option, especially if you want to give the tablet a regular full-game workout. There’s no set way yet to measure exactly how much cellular data you use when you are viewing live video because the answer depends on a lot of variables, including video resolution rate, your distance from the nearest cell tower, and the strength of the signal. But the bottom line for sports fans is that if you want to use the tablet exclusively for sports consumption, the smart move is to find a Wi-Fi signal whenever you can.

And since more stadiums are now putting Wi-Fi inside, bringing your tablet or iPad to the game is going to become as much a no-brainer as “buying peanuts on the outside,” to coin a phrase you hear outside Wrigley. Within the next few years we are guessing that most teams will start to implement some kind of “stadium app,” which delivers custom content and in-stadium-only goodies like multiple camera angles or replays. The old days of people wringing their hands over whether or not devices should be at games are over. The new future is folks bringing a tablet or iPad and taking it out to watch an occasional memorable replay, or to look up stats. Or to order a cold one, and have it waiting at an express window.

On the couch, the tablet is going to become as ubiquitous as the remote — hell, it might even replace the remote at some point in the future when cable providers like Comcast get their act together. Though the live streaming of the Super Bowl this year wasn’t a tremendous experience, we are betting that this year’s Masters coverage online will really move the ball forward when it comes to having a complementary viewing option. And the tablet format — big enough screen to be exciting, small enough to carry around easily — is just going to keep getting bigger, with or without a 4G LTE connection.

Apple Delivers Latest iPad — 4G LTE Connectivity and Tremendous Resolutions are Hallmarks

Apple has taken the wraps off of its latest iPad, chock full of new features from a high end display to faster 4G connectivity as the company seeks to maintain its huge lead in the tablet market, a space that had languished for years until Apple’s entrance two years ago.

With typical panache Apple did not give the latest offering in its iPad family a name such as iPad 3 or iPad HD as had been expected but rather called it the iPad all day as the company laid out the newest features in its latest offering.

The iPad is powered by an A5X quad core processor, similar to what powered the iPad 2 and the iPhone but which has been modified to better run high end graphics. It will need that graphics power with the Retina display that enables 2048 x 1536 pixel resolution. To give you an idea of how this compares to earlier models, this is 4x the number of pixels in the iPad 2.

It includes a 5MP iSight camera that has the ability to capture 1080HD video and the iPad can play back 1080p video. There is also a second, much lower end rear facing camera that has 0 .3MP capability for video chat.

Two of Apple’s carrier partners, AT&T and Verizon will be selling 4G LTE versions of the iPad but no word yet if its third iPhone partner, Sprint will sell one when its network is up to that level. The coverage now available includes support for HSPA+ and DC-HSDPA, so that both CDMA and GSM iPad users have the ability to easily roam internationally.

Apple did not port Siri, its voice technology so popular on its iPhones to the iPad but the device does support diction and note taking verbally. Apple claims that a user should be able to get 10 hours of battery life.

The new iPad Wi-Fi models will be available in black or white on Friday, March 16 for $499 for the 16GB model, $599 for the 32GB model and $699 for the 64GB model. iPad Wi-Fi + 4G for either AT&T or Verizon will be available for $629 for the 16GB model, $729 for the 32GB model and $829 for the 64GB model. In addition Apple has cut ithe price of its existing iPad 2, which will now start $399.

As Tim Cook, Apple’s CEO took center stage at the Yerba Buena Center for the Arts in San Francisco he received a very different reception that the late Steve Jobs did just about two years ago when he debuted the original iPad.

Hard to remember now the cynicism and disdain that the original was greeted with. Remember all of the bad iPad jokes? People claiming that they could see no real use for them? Now flash forward a bit more than two years and market researchers are claiming there is a pent up demand for this product.

Apple now refers to this as the post-PC world and well they should. Cook said that the company sold 172 million post-PC products which accounted for 76% of the company’s revenue.

Toshiba Delivers Excite 10 LE Tablet as Market prepares for War

Today marks the official start of the ‘Is it an iPad killer’ season, spring edition. Toshiba has the honor of kicking off this event with the release today of its Excite 10 LE tablet, beating Apple’s latest iPad announcement by a day.

Now I do not believe that a tablet has to be an iPad killer, look at the success of both the Barnes & Noble Nook and the Amazon Kindle. Now some might argue that they are e-readers and not really tablets but so what? They found a market segment and are thriving.

There is undoubtedly a huge market segment that is currently underserved by the tablet market in the 10-inch space. Not because Apple’s iPad is not a great product but because not everyone wants an Apple iPad. Some want an Android; some may just not like Apple.

It does not really matter, the issue to date has been that no one has really tapped into that market successfully yet, but that day is nearing. Expect to start seeing available for purchase tablets that were announced last year, at this year’s CES and last weeks’ Mobile

Back to Toshiba, it has a stellar offering in its latest design, originally announced at CES, that at least of today is the lightest 10-inch tablet available and is available in two models starting at $530.

It features a backlit 10.1-inch color display with 1280 x 800 resolution made with Gorilla Glass to help prevent scratching. It is powered by a Texas Instruments 1.2GHz dual core OMAP 4430 processor and is only .3-inch thin (or 7.7mm) and weighs in at 1.2 pounds.

While it currently runs Android version 3.2 operating system the company has said that when Ice Cream Sandwich (4.0) is available the tablet will be upgraded to that OS. The Wi-Fi enabled tablets are available in a 16GB version for $530 and the 32GB version for $600.

The tablets feature a 2MP front camera and a 5MP rear facing camera as well as featuring the ability to record 1080p video. It features a variety of interfaces including microUSB, microSD and HDMI ports. Toshiba said that the 10 LE will have an expected battery life of 8.5 hours.

It is interesting to see how much Toshiba has changed its design philosophy from its last generation Thrive models, which compare very poorly to the 10 LE. It is probably that the company simply rushed the delivery of the first generation and would have been better served to sit back and wait to deliver a better product and let others make the mistake in delivering poorly designed ones. Ah hindsight is such a wonderful thing.

Now that Toshiba is out, with the iPad tomorrow and a number of others expected in the following weeks the drum beat will start about iPad killers rather than asking the more important question of which tablet meets your price range and meets your usage needs.

Apple has Sold 55 Million iPads

Company believes that they will soon outpace PC sales
The pace at which new technology gets adopted seems to be faster than ever, or it might be more accurate to say that once it is popularized it gets adopted faster than ever, as Apple showed when it revealed the sales numbers of its popular iPad tablets.

The iPad is not the first, or even the second tablet to hit the market, attempts have been ongoing for more than a few decades including Alan Kay’s Dynabook computer concept, Motion Computing’s Tablet PCs, and the Microsoft PC Tablet to name just a few.

There are a number of failed attempts over the past years, in part because the technology was just not there in terms of enabling developers to create fully functional devices that were lightweight, tough and yet could rival a computer.

However that issue is a thing of the past and tablet sales have been growing at a tremendous rate- according to a recent report from market analyst firm BI Intelligence, tablet sales are expected to hit 500 million units a year by 2015. The firm estimates that tablets will be a $100 billion market and surpass PC sales by a good percentage- it believes PC sales will be approximately 360 million units. No wonder Intel is working so hard to enter this space.

So how is Apple doing in this space you wonder? Well according to Tim Cook, Apple’s CEO the number is around 55 million units. He revealed the number during a presentation at the Goldman Sachs Technology and Internet Conference.

He attributed the healthy ecosystem for the iPad platform as being very important for the growth and said that there were 170,000 apps that have been optimized for the platform as well as peoples previous experience with the iPhone.

He said that since its introduction he and others at Apple have believed that in the long run tablets would outsell PCs. As a user he said that he now spends between 80-90% of his time on an iPad. He said that it is cannibalizing Mac sales but if someone is going to do that he prefers it be Apple.

To put the sales figures in prospective with other Apple products Slashgear points out that it took Apple three years to sell that many iPhones and 22 years to sell that many Macintosh computers.