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Amazon tablet could face production constraints driven by Apple's iPad 2

post #1 of 61
Thread Starter 
Amazon could have a difficult time securing manufacturing commitments for its rumored LCD tablet, as Apple's iPad 2 is predicted to occupy most of the available tablet production capacity in the later half of the year, according to a new report.

Taiwan industry publication DigiTimes reported Thursday that touch panels Wintek, HannStar Display and J Touch may receive orders for a touchscreen tablet from Amazon for the second half of 2011. Sources said Amazon has reportedly held talks with the above manufacturers, as well as TPK Holdings.

However, Wintek also takes touch panel orders from Apple for the iPad and iPhone and recently revealed that its production schedule "will become tight in the second half of the year," possibly making it difficult for the manufacturer to accommodate orders from Amazon, the report noted.

Meanwhile, sources said TPK, a major supplier of touch modules for the iPad, "has been reluctant to make a commitment to suppling touch panels to Amazon on concerns of capacity."

According to the report, Amazon is looking to produce an initial batch of 1.5-2 million tablets. An earlier report from the publication claimed the online retailer will release the devices in September with a sales target of 4 million tablets in 2011. Meanwhile, Piper Jaffray analyst Gene Munster predicts sales of an Amazon Android tablet to reach 2.4 million in 2012.

An earlier report, also from DigiTimes said Amazon has placed orders with Quanta Computer to build an LCD tablet and plans to partner with E-Ink holdings on the device.

It has been suggested that Apple books as much as 60 percent of the world's touch panel capacity, outmaneuvering competitors by offering upfront cash payments. "Second tier players" have reportedly been pushed out of the market entirely due to a lack of glass capacitive touch panels.

With Apple taking up the lion's share of capacity, competitors have allegedly felt the squeeze. According to one report, Research in Motion's BlackBerry PlayBook was delayed for a month in part because of the iPad 2 success.

Staggering demand for the Apple's latest tablet caused tight supply last quarter. Even after selling every iPad 2 it would make, Apple faced "the mother of all backlogs" with the device.

However, recent checks by analysts point to significant improvement in Apple's iPad supply constraints.
post #2 of 61
That's one way to stay a step ahead of your competitors, delay their product release by reserving an insane amount of the components they need. By the time they release their tablet, Apple already has the next generation designed.

Why does Apple bashing and trolling make people feel so good?

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Why does Apple bashing and trolling make people feel so good?

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post #3 of 61
Quote:
Originally Posted by Dickprinter View Post

That's one way to stay a step ahead of your competitors, delay their product release by reserving an insane amount of the components they need. By the time they release their tablet, Apple already has the next generation designed.

Well, maybe there will soon be plenty of supply from Samsung if we are to believe what we read in these pages.
post #4 of 61
Quote:
Originally Posted by Dickprinter View Post

That's one way to stay a step ahead of your competitors, delay their product release by reserving an insane amount of the components they need. By the time they release their tablet, Apple already has the next generation designed.

Apple actually needs insane amounts of that stuff. Two birds with one stone?

Which of us is the fisherman and which the trout?

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Which of us is the fisherman and which the trout?

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post #5 of 61
Quote:
Originally Posted by Jacksons View Post

Well, maybe there will soon be plenty of supply from Samsung if we are to believe what we read in these pages.

Samsung don't actually make this component, they make LCD screens but not the touch sensitive panel.
post #6 of 61
Quote:
According to the report, Amazon is looking to produce an initial batch of 1.5-2 million tablets. An earlier report from the publication claimed the online retailer will release the devices in September with a sales target of 4 million tablets in 2011. Meanwhile, Piper Jaffray analyst Gene Munster predicts sales of an Amazon Android tablet to reach 2.4 million in 2012.

By Q1 of 2011, Amazon will reduce production numbers by half.
post #7 of 61
Amazon's biggest problem here may be their inability to publish 'shipped to channel' numbers that exaggerate their sales - they are the channel. Admittedly if they follow their practice with the kindle they won't announce numbers at all.
post #8 of 61
This report is erroneous. What is clogging up the manufacturing capacity around the world is not the iPad but rather the Playbook.
post #9 of 61
Quote:
Originally Posted by cloudgazer View Post

Amazon's biggest problem here may be their inability to publish 'shipped to channel' numbers that exaggerate their sales - they are the channel. Admittedly if they follow their practice with the kindle they won't announce numbers at all.

True - the Kindle has a certain mystique because you don't really know how many are sold. But if people (particularly here) seem to have faith in analysts' projections, why not trust their estimate of Kindle sales, which are rather impressive.

I'd say this much - you see as many Kindles in the wild as iPads, possibly more.
post #10 of 61
That is. I see Kindles all over the place. However currently Kindle is not a general purpose computing device, so I don't see it as direct competition with Apple. Amazons tablet would be depending upon it's exact configuration.
Quote:
Originally Posted by stelligent View Post

True - the Kindle has a certain mystique because you don't really know how many are sold. But if people (particularly here) seem to have faith in analysts' projections, why not trust their estimate of Kindle sales, which are rather impressive.

I'd say this much - you see as many Kindles in the wild as iPads, possibly more.

More for sure. I've traveled a bit this winter and it is fair to say they are seen everywhere.

But again it doesn't mean anything as they hardly compete with iPad. Frankly I'd like to see an iPad with a Kindle sized screen. Again not to compete directly but rather to fill a niche with a properly sized tablet. Kindle is a very handily sized device.
post #11 of 61
I think Amazon with its media ecosystem and slew of CC holders on file could be Apple's biggest challenge to the tablet market if they can get the HW and SW right. If not, Apple may have another iPod-like dominance all over again. These next 12 months will be very telling.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #12 of 61
Quote:
Originally Posted by robocop View Post

Amazon would have not had this problem if we were manufacturing our own touch panels and electronic components. It is time to put a stop to this overseas manufacturing madness. Millions of American needs work and there won't be any American unemployed if we bring the manufacturing plants back home. The job outsourcing reports tell the story of many Americans who have lost their jobs. http://tiny.cc/73eml

Also Amazon wouldn't have this problem if they set up a police state in the USA and compelled everybody to buy an amazon tablet, which would probably be cheaper.
post #13 of 61
Quote:
Originally Posted by stelligent View Post

True - the Kindle has a certain mystique because you don't really know how many are sold. But if people (particularly here) seem to have faith in analysts' projections, why not trust their estimate of Kindle sales, which are rather impressive.

I'd say this much - you see as many Kindles in the wild as iPads, possibly more.

I don't dispute the fact that they're popular, and they're an obvious choice for a book reader that you carry around - I just wonder why Amazon haven't shouted the numbers from the rooftops. I do think that they're very georgraphically limited to the US, which is bizarre as there's no real reason that they should be. I've never seen a kindle in the wild in the UK, not once. The only person I know in the UK who owns a kindle admitted to me that after buying an iPad he no longer knows where his kindle is.
post #14 of 61
Quote:
Originally Posted by solipsism View Post

I think Amazon with its media ecosystem and slew of CC holders on file could be Apple's biggest challenge to the tablet market if they can get the HW and SW right. If not, Apple may have another iPod-like dominance all over again. These next 12 months will be very telling.

I agree. But manufacturing, quality-testing, shipping, and servicing an iPad with its attendant ecosystem could be quite a task compared to a Kindle. Look at issues that even an HP is having.

So I would bet against Amazon being able to pull this off.
post #15 of 61
Quote:
Originally Posted by wizard69 View Post

But again it doesn't mean anything as they hardly compete with iPad. Frankly I'd like to see an iPad with a Kindle sized screen. Again not to compete directly but rather to fill a niche with a properly sized tablet. Kindle is a very handily sized device.

I'd also love to see a kindle with an e-ink touch screen like the Nook - that little keyboard just seems totally dotty to me on a device designed for reading. I'd consider buying that if it was priced aggressively.

I just don't think that what makes the kindle a useful object necessarily translates over to a more general tablet device.
post #16 of 61
The government should step in and limit Apple to a production quota so other companies can compete on a level playing field. If you want an iPad, sorry, Apple sold its quota for this month, buy a Xoom or just wait till next month. It's the only way to be fair, which is what our culture is all about these days.
post #17 of 61
Quote:
Originally Posted by lkrupp View Post

The government should step in and limit Apple to a production quota so other companies can compete on a level playing field. If you want an iPad, sorry, Apple sold its quota for this month, buy a Xoom or just wait till next month. It's the only way to be fair, which is what our culture is all about these days.

If you you really call that fair then why not force Apple to make the power efficiency less efficient, add code that makes their UI jittery, and gradually slows down the entire device forcing a reboot once a day? It's only fair if you want a level playing field.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #18 of 61
Quote:
Originally Posted by lkrupp View Post

The government should step in and limit Apple to a production quota so other companies can compete on a level playing field.

There is something deeply wrong with you.

Quote:
If you want an iPad, sorry, Apple sold its quota for this month

This isn't the 1920s and we're not talking about limiting the number of immigrants from certain countries here.

Quote:
It's the only way to be fair, which is what our culture is all about these days.

SCREW. THAT.

"No, you can't buy that food. You have to buy this food."

"I don't want this food. I want that food."

"Screw you, citizen. You have to buy this food."

That's what you're proposing.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #19 of 61
Quote:
Originally Posted by Tallest Skil View Post

There is something deeply wrong with you.

I'm guessing he recently read Atlas Shrugged and is suggesting that we live in Rand's vision of socialist dystopia. He was aiming for a criticism of modern society but didn't get it across well.
post #20 of 61
Quote:
Originally Posted by robocop View Post

Amazon would have not had this problem if we were manufacturing our own touch panels and electronic components. It is time to put a stop to this overseas manufacturing madness. Millions of American needs work and there won't be any American unemployed if we bring the manufacturing plants back home. The job outsourcing reports tell the story of many Americans who have lost their jobs. http://tiny.cc/73eml

The only way this may happen is if US workers were willing to accept $5 per day not $10 an hour. Can't see that happening, can you?

As I was reading the article, I thought, some idiot is going to crawl out of the woodwork and suggest that the government impose limits on Apple, and sure enough, lkrupp gladly obliged! The only thing the US government could do is limit imports, not production, because factories in the Far East aren't yet in US territory.

The other major issue is that China "owns" a lot of the US (the US is in deep hock to China), and is in no position to dictate Chinese economic policy.
post #21 of 61
Quote:
Originally Posted by cloudgazer View Post

I'm guessing he recently read Atlas Shrugged and is suggesting that we live in Rand's vision of socialist dystopia. He was aiming for a criticism of modern society but didn't get it across well.

That HAD to be sarcasm, otherwise it defies all reason. Or, maybe he's a kindergartner?
post #22 of 61
Quote:
Originally Posted by sip View Post

factories in the Far East aren't yet in US territory.

I'd be fine with another bout of annexation. Better infrastructure and quality of life for them, more land and a larger economy for us.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #23 of 61
Quote:
Originally Posted by lkrupp View Post

The government should step in and limit Apple to a production quota so other companies can compete on a level playing field. If you want an iPad, sorry, Apple sold its quota for this month, buy a Xoom or just wait till next month. It's the only way to be fair, which is what our culture is all about these days.

Why the he'll would anybody want a XOOM. If you can get the real thing, even the Galaxy Tab isn't up to par with an iPad 1 or 2
post #24 of 61
Quote:
Originally Posted by kustardking View Post

That HAD to be sarcasm, otherwise it defies all reason. Or, maybe he's a kindergartner?

Yes that's what I'm saying - he was making a sarcastic comment on 'fairness' and implying a ridiculous conclusion in the tablet market to make his point. Actually maybe he's not been reading Rand and loving it, maybe he's been reading Rawls and hating it.
post #25 of 61
Quote:
Originally Posted by cloudgazer View Post

I'm guessing he recently read Atlas Shrugged and is suggesting that we live in Rand's vision of socialist dystopia. He was aiming for a criticism of modern society but didn't get it across well.

I haven't read the book but you got my intention anyway. Without a <sarcasm> tag or emoticon I suppose some took it as a troll or something. I should have remembered that this sort of thing can trigger nasty responses. How would you have stated it?
post #26 of 61
Quote:
Originally Posted by Cornerstar31 View Post

Why the he'll would anybody want a XOOM. If you can get the real thing, even the Galaxy Tab isn't up to par with an iPad 1 or 2

On that note, does anyone know how to turn a Xoom on? I tried to play with one in a Best Buy display, but the screen was off and I couldn't figure out how to turn it on. It has no buttons (well, volume up and down, but...)...

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #27 of 61
Quote:
Originally Posted by Tallest Skil View Post

On that note, does anyone know how to turn a Xoom on? I tried to play with one in a Best Buy display, but the screen was off and I couldn't figure out how to turn it on. It has no buttons (well, volume up and down, but...)...

On the back. One of the many complaints about the device.
post #28 of 61
Quote:
Originally Posted by Steven N. View Post

On the back. One of the many complaints about the device.

lol, where? I looked.



I see a speaker in the upper left, a flash and camera in the upper right, and smoothness everywhere else. Unless the large, differently colored area covering three-quarters of the device is the button.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #29 of 61
Quote:
Originally Posted by lkrupp View Post

I haven't read the book but you got my intention anyway. Without a <sarcasm> tag or emoticon I suppose some took it as a troll or something. I should have remembered that this sort of thing can trigger nasty responses. How would you have stated it?

Hmm, you're trying to make a contentious point, that fairness has become a shibboleth, and it's not a commonly held view so I think you just can't make that point sarcastically. Sarcasm only really works when everybody in your audience already agrees with you and is in on the joke.

Like when the apple-geek queuing for the first iPhone was asked what he was lining up to buy and told the interviewer 'ZUNES!'
post #30 of 61
Quote:
Originally Posted by lkrupp View Post

I haven't read the book but you got my intention anyway. Without a <sarcasm> tag or emoticon I suppose some took it as a troll or something. I should have remembered that this sort of thing can trigger nasty responses. How would you have stated it?

Ending it with this would have sufficed.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #31 of 61
Quote:
Originally Posted by lkrupp View Post

The government should step in and limit Apple to a production quota so other companies can compete on a level playing field. If you want an iPad, sorry, Apple sold its quota for this month, buy a Xoom or just wait till next month. It's the only way to be fair, which is what our culture is all about these days.

Quote:
Originally Posted by kustardking View Post

That HAD to be sarcasm, otherwise it defies all reason. Or, maybe he's a kindergartner?

Quote:
Originally Posted by cloudgazer View Post

Yes that's what I'm saying - he was making a sarcastic comment on 'fairness' and implying a ridiculous conclusion in the tablet market to make his point. Actually maybe he's not been reading Rand and loving it, maybe he's been reading Rawls and hating it.

Quote:
Originally Posted by Cornerstar31 View Post

Why the he'll would anybody want a XOOM. If you can get the real thing, even the Galaxy Tab isn't up to par with an iPad 1 or 2

Quote:
Originally Posted by Tallest Skil View Post

There is something deeply wrong with you.

Quote:
Originally Posted by solipsism View Post

If you you really call that fair then why not force Apple to make the power efficiency less efficient, add code that makes their UI jittery, and gradually slows down the entire device forcing a reboot once a day? It's only fair if you want a level playing field.

So we had someone attempting satire. No one gets it but he who gazes at the clouds. But he also explains it in veiled, lit-nerdy way, which no one gets either. Sigh ... Perhaps this population is qualified primarily for iPad manufacturing jobs except for 2 or 3 here.
post #32 of 61
Quote:
Originally Posted by stelligent View Post

So we had someone attempting satire. No one gets it but he who gazes at the clouds. But he also explains it in veiled, lit-nerdy way, which no one gets either. Sigh ... Perhaps this population is qualified primarily for iPad manufacturing jobs except for 2 or 3 here.

Sarcasm in writing without context isn't sarcasm and can't be taken as such. When there are people here who actually believe stuff like that, it's even more difficult to discern.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #33 of 61
Quote:
Originally Posted by stelligent View Post

So we had someone attempting satire. No one gets it but he who gazes at the clouds. But he also explains it in veiled, lit-nerdy way, which no one gets either. Sigh ... Perhaps this population is qualified primarily for iPad manufacturing jobs except for 2 or 3 here.

Yeah, I had to look up "shibboleth" in the dictionary. But I also just remembered that I did read Atlas Shrugged after high school forty years ago.
post #34 of 61
Quote:
Originally Posted by stelligent View Post

This report is erroneous. What is clogging up the manufacturing capacity around the world is not the iPad but rather the Playbook.

Naw, the playbook is clogging up the product pipeline
post #35 of 61
Quote:
Originally Posted by stelligent View Post

So we had someone attempting satire. No one gets it but he who gazes at the clouds. But he also explains it in veiled, lit-nerdy way, which no one gets either. Sigh ... Perhaps this population is qualified primarily for iPad manufacturing jobs except for 2 or 3 here.

I object - it wasn't lit-nerdy, it was pol-sci-geeky.
post #36 of 61
Quote:
Originally Posted by rhyde View Post

Naw, the playbook is clogging up the product pipeline

Maybe Amzon should just buy up playbooks and rebadge them? Then when the new Amazon play-kindle doesn't sell they can offload the inventory to Nokia to ship as the nokia N90-playkindle, which also won't sell and can be offloaded to Dell as the Streak Play Nindle.

It's win-win - the firms can register huge sales, with limited component supply and get a thumbs up from greenpeace for recycling.
post #37 of 61
Quote:
Originally Posted by lkrupp View Post

The government should step in and limit Apple to a production quota so other companies can compete on a level playing field. If you want an iPad, sorry, Apple sold its quota for this month, buy a Xoom or just wait till next month. It's the only way to be fair, which is what our culture is all about these days.

Sure. microsoft get 48% and apple get other 48%, rest is linux. I`m all for fair market
post #38 of 61
Quote:
Originally Posted by Tallest Skil View Post

"No, you can't buy that food. You have to buy this food."

"I don't want this food. I want that food."

"Screw you, citizen. You have to buy this food."

That's what you're proposing.

That makes sense, though. I really think government should step in to protect its citizens against being 'poisoning', for lack of a better word, by unhealthy 'food'. People are not able to protect themselves and the market sure as hell doesn't care. Like cigarettes, junk food is a huge burden to society in terms of health care costs.

Not allowing Apple to produce iPads in the name of market equity, however, makes no sense.
post #39 of 61
Quote:
Originally Posted by paxman View Post

government should step in... ...unhealthy 'food'.

And so you trust them to tell you what's healthy and what isn't, then.

Quote:
People are not able to protect themselves

No, idiots aren't. People are. You're very, very sad if you don't think people as an institution are smart enough to see what's good for them and what isn't. Every human being knows what's good for them and what isn't, even if they have only gained this knowledge through media (cartoons showing kids not liking green things, gorging on candy, and getting sick; that sort of thing). Idiots are the ones who choose to ignore this knowledge. People behave otherwise.

Quote:
...junk food is a huge burden to society in terms of health care costs.

You can't arbitrarily tell people what they can and can't produce, any more than you can tell them what they can and can't eat.

And this is off-topic now. Let's end it here.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #40 of 61
Quote:
Originally Posted by Tallest Skil View Post

And so you trust them to tell you what's healthy and what isn't, then.

In some instances actually yes - Government can't control what you eat (image of Michelle Obama snatching candy from kids mouths) - but it can, does and should control what is sold as food.

Even if you think that synthetic trans fats should be legal you presumably don't think bakers should be allowed to put white lead into flour as they did in the 18th century or melamine in milk which happened recently.
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