How iPad Revolutionarize the Industry
Here's an interesting article by China Business Weekly published in September 2010.
An overview of how iPad changes the computer hardware and software industry:
- Taiwan Supplier: chip supplier for iPad will definitely secure a rich long-time relationship in the long run; it will however affect the chain distribution and supply for both Taiwan-based Acer & ASUS.
- Entertainment Industry: provides the next phase of media information for publisher to present and update in real life time, track interactions and deliver targeted ads.
- IT Service: along the growth of mobile Internet, wireless data connectivity - Syniverse will definitely benefit from iPad growth.
- Mobile Data Service will definitely receive a lot of investment for further technology and coverage development.
- Computer Retailer: are predicting a drop in laptop sales.
- eBook Seller such as Amazon will definitely benefit as iPad grows in China.
- Japan Technology Industry: HDD hard-drive is predicting a drop, due to Apple pushing more into Flash based memory, this will affect company such as Fuji, Toshiba, etc.
- Software Industry: Adobe remains unpopular with iPad, although both are standing their grounds; in the long-run this might actually produce slight interesting pros & cons for Adobe as iPad users grow.
- Processor: will benefits ARM in the long-run, while it will affect negatively for Intel & AMD.
iPad has definitely made a big entry into China, especially before iPad officially enters China. The products found its way via other means, friends or resellers that ship them from US. Up until recently iPad was a lot cheaper to purchase in Hong Kong, the China government has however implement taxing incoming iPad among other technology items.
(note for the industry affected by iPad - orange bulb represents beneficial impact, gray bulb represents negative impact).
