Tablets: Apple and China

With the release of the new iPad, the shipment of tablet computers in mainland China soared in 4 million, with a total shipment volume of more than 1.6 million, greatly catching up with the iPad trend. According to the statistics of the old man, the shipment of ruixin micro was 1 million, the shipment of quanzhi was 0.5 million, junzheng and xingwei are shipping around 10-20 thousand. This year, they expect that more than 80 million tablet shipments in mainland China will exceed 60 million of Apple's to be another landscape of tablet PCs.

The above statistics mainly come from the shipments of chip vendors in mainland China. The major customers are small and medium brands at home and abroad or even shanzhai products. Half of the sales volume is digested by the third-world market of China's partners, compared with internationally renowned brands such as Moto, Asus, and Samsung, the biggest advantage is that the price is cheap. The price of Apple iPad is more than 3000 yuan, and that of Amazon tablet is more than 1500 yuan, the prices of low-end tablets from mainland China are-RMB, arm A8 or A9 Single-core, and 7-inch capacitive screen. Although the configuration is not high, it basically meets the market needs of low-end consumers.

Although more than 60 million iPad products are expected to be shipped this year, as competitors are lagging behind, tablets are still not proven in the industry, in addition to Apple and Chinese tablets, other manufacturers, including Samsung, have not yet found any key to compete with the iPad, because Apple has the most comprehensive product ecosystem in the industry, its hardware configuration and price alone cannot compete with Apple. The reason why the Amazon tablet stand out is that the unit price of subsidies is greatly reduced, the performance of the tablet market shows that brand manufacturers have never returned in the era of hardware sales alone, and iPad is most likely to become the first IT product born for the Internet.

The survival of Chinese Mainland tablets is due to the lowest unit price on the basis of basic functions, satisfying the network needs of low-end consumers and continuing the MP4 market in mainland China. Compared with iPad consumers, these customers require not only low prices for tablet purchase, but also the minimum cost for tablet use. Mainland tablets meet the basic needs of such customers.

As a tablet manufacturer, if it cannot provide business profit models like apple and Amazon, it will be difficult to survive, and it is difficult to establish a foothold in high-end tablets, because iPad is born for the Internet; it is difficult to survive in the low-end market if you cannot beat small Chinese mainland brands in terms of price, because the low-end flat technology is too mature and it is difficult to maintain a high gross margin; tablets are at least a nightmare for brand computers in the short term.

Tablet computers are like Apple iPod and Chinese MP3 copy markets in the MP3 era. In addition to Apple and Chinese shanzhai, the market space of other manufacturers is getting smaller and smaller. At least the current sales volume shows this point, apple relies on the Internet to survive, and shanzhai relies on low prices to make a living. (Old Region)

Laoyaoba: IC community-semiconductor Dynamics

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