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u-blox acquires Thingstream in a bid to stave off commoditization in the cellular IoT module industryApril 08, 2020u-blox, a key cellular IoT module vendor, announced on 1 April 2020 that it had acquired Thingstream, an IoT mobile virtual network operator. With the acquisition, u-blox joins other mainstream module vendors in becoming more vertically integrated in order to reduce the threat of commoditization increasingly posed by Chinese module vendors. This article examines Thingstream’s offering and differentiation in the market, and the rationale for Thingstream’s acquisition by u-blox.Subscribers Only
Top Notebook ODMs Off to a Wobbly Start of 2013 as Shipments FalterA slow first quarter is in store, with Ultrabooks then kicking in later in the year to revive ODM productionFebruary 19, 2013
The world’s top notebook PC original design manufacturers (ODM) will endure a bleak first quarter and generally slow first half in 2013, before prospects improve later in the year because of stronger expected sales of Ultrabooks and other ultrathin mobile computers, according to an IHS iSuppli PC Dynamics market brief from information and analytics provider IHS.
Notebook PC shipments from the Top 5 ODMs are forecast to reach some 35.2 million units during the first quarter, down 12 percent from 40.1 million in the fourth quarter of 2012.
All based in Taiwan, the Top 5 notebook ODMs are employed by original equipment manufacturers (OEM), which make use of the ODMs on an outsourced or contract manufacturing basis in order to make computers that are then branded by the OEM to sell to the public. The key strengths of Taiwanese notebook ODMs include low manufacturing cost, flexibility, quick response and high vertical integration—qualities that most major notebook OEMs are keen to leverage in the design and manufacture of their own branded products.
Hard Drive Shipments Rebound to Record Level in 2012September 27, 2012A year after the Thailand flooding disaster partially derailed production, the global hard disk drive (HDD) industry has fully recovered, with shipments to the computer market expected to hit a record level this year, driven by the enterprise market as well as the arrival of the Windows 8 operating system.
HDD shipments in 2012 for the overall computer market, including PCs, are forecast to reach 524.0 million units, up 4.3 percent from 502.5 million units last year, according to an IHS iSuppli Storage Space Market Brief from information and analytics provider IHS (NYSE: IHS).
Thailand Flooding Helps Seagate Move into First Place in Hard Drive Market in Fourth QuarterFebruary 29, 2012Seagate Technology LLC recaptured the lead in hard disk drive (HDD) shipments during the fourth quarter of 2011, ousting Western Digital Corp., which suffered heavy losses in the devastating Thailand floods last year.
In the final quarter of 2011, Seagate shipped 46.9 million HDD units worldwide, compared to 28.5 million for archrival Western Digital, according to an IHS iSuppli Storage Space Market Brief from information and analytics provider IHS (NYSE: IHS).
Seagate Nabs Top Spot Again in Hard Disk Drive Shipments for Q4Unscathed by Thailand ﬂoods, Seagate overtakes former leader Western DigitalFebruary 27, 2012Seagate Technology recaptured the lead in hard disk drive (HDD) shipments during the fourth quarter of 2011, ousting Western Digital Corp. after seven quarters at the top, following heavy losses by the former market leader in the devastating Thailand ﬂoods last year, according to an IHS iSuppli Storage Space brief from information and analysis provider IHS.