Global Demand Remains Strong for Tablet PCs Heading into 4Q13
Of course the topic of the week has been tablet PCs after all of the recent top tier OEM launches. Leading OEMs such as Acer, Amazon, Apple, Asustek, Google, Lenovo, Microsoft, Nokia, Samsung, and Sony have all launched tablet PCs of varying sizes and functionalities as well as supporting the array of leading OS platforms. Competition is healthy and tight, to be sure. Will the demand continue to be there, continues to be the vexing question.
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DRAM Strengthening Despite Persistent PC Challenges
DRAM is up and continuing to show strength thanks to higher ASPs leading to the second sequential quarter of growth for operating margins, according to a recent report by IHS and summarized by iSuppli. While DRAM manufacturers had struggled through six consecutive quarters of negative operating margins, this year has seen a positive growth of first 11% in 1Q13 and now 27% in 2Q13. These rises are directly related to the ASP climbs of 4% and 12%, respectively for the quarters, as iSuppli reported.
Read more: DRAM Strengthening Despite Persistent PC Challenges