Originally Posted by alandail
Last year dozens of companies announced tablets at CES 2010, then saw Apple's iPad and threw them all in the trash and started over. It took a year to come of with something even close, and now at least one company already admits they totally missed the mark. It makes you wonder how many unannounced products also just got delayed as it seems at least some companies waited until after the iPad 2 announcement to announce anything to avoid this sort of embarrassment.
I can't rationalize Samsungs behavior here, they would be far better off getting something to market than engaging in constant delays. It would be most interesting to see what they believe is the problem with their tablet.
It would seem, too, that Apple's own chip development is giving them an advantage that will only grow over time. Nobody knew what the A5 would be until the iPad was announced.
Honestly nobody knows what the A5 is now!!! This is one extremely frustrating part of Apples keeping secretes from the buying public.
In any event the A5 does not appear to be all that impressive when put up against already released dual core Cortex A9 based chips. By the way chips aren't really the problem at all. The issue is with how you put them together. The XRay photo that floats about, of iPad 2, clearly shows a minimal of board size for the iPad2. if Samsung or XYZ company wants to compete with iPad they need to carefully consider what they stuff into the machine. That doesn't mean they drop things that many want just that they evaluate the value of everything they build onto the PC board.
The dual core was expected, the 9x improvement in graphics performance had to catch people off guard. How is the competition supposed to predict what the A6 will bring. How are they supposed to individually bring the resources needed to each do their own custom designed chips each year.
Well lets not go over board here, Steve said up to and did not specify where the 9X improvement was obtained. I wouldn't be surprised if we find out the over all improvement averages someplace between 2 and 4X. Besides thee is the question of NVidia and their chips which strongly leverage the GPU component.
This is a whole different ballgame than the mac battling the PC clones where any kid could slap together off the shelf parts and build an inexpensive PC clone. And where the majority of the market used pretty much the same chips, causing that volume to drive down costs.
These new devices twist that around as the volume on ARM chips is massive. Chips that go into cell phones have a greater volume than the the X86 market. The fact is ARM is significantly below Intel cost wise. It isn't just the CPU either, ARM hardware these days are fully functional SoC. Those SoC effectively replace the standard logic boards of the past so in some ways it is easier for the competition.
This time around it's Apple who has the advantage in economies of scale. It's Apple who had 60% of the worlds displays. It's Apple who can invest billions of dollars to gain an edge. As a result, it's the competition who's having trouble keeping up with Apple's pricing as even collectively, they don't have the resources to push the technology that Apple does.
Apples investments are significant. There is great leverage in owing entire production lines. However that being said the issue isn't that the competition can't keep up, the problem is nobody is in the drivers seat. Nothing from Microsoft and Android is crap, so the world is still waiting on a significant competitor to appear. It will be very interesting to see if HP has the nuts to push its platform. HP would need to realize that success depends a great deal on things outside the hardware platform. RIM is a longer shot and frankly it looks like they lost it and are getting desperate, I did have great hopes for RIM and Playbook.
In any event there is a lot more to competing with Apple and iPad than price. The word often thrown about is infrastructure, which Apple has fleshed out fairly well. Now Apple is aggressively filling gaps and adding advanced apps. Garage Band is one example here and ought to work very nicely on iPad 2 with its enhanced performance. They literally have the freedom now to entice specific niches with software that will take the competition years to match.