Sunday, January 15, 2012

US stock comment: What course to follow of electronic reader market

[MarketWatch san Francisco on April 21 dispatch] some earlier this month moment, apple (the IPad of product of computer of feeling screen flat that AAPL) rolled out him, then, home of a lot of observation stood, the capital punishment that adjudges alleged electron reader aloud -- need not say, among them the famousest, it is Yamaxun (the Kindle of AMZN) .



After all, these two equipment cannot be compared approximately completely. Kindle uses black and white and dichromatic screen, basically be to read a book design, and IPad is different, saying substantially is equipment of a kind of mobile computation, can use at the same time read, still can watch video of course, play game, and send and receive email to mix type etc, and its biggest window nature is screen of 9.7 inches high-definition LCD feeling.



Besides, the apple still lets market engorge on one Jing, this is, the getaway of their success ground IPad price control was in 499 dollars, and in the product the last ten-day of a month was released at first in January before, a lot of analysts did not think of it can be so low price.



"As a result of the occurrence of IPad, of electronic reader live become much more difficult. " the Ba Sidi of analyst a place of strategic importance that Lazard Capital Markets is in charge of tracking electronic reader market is installed (Colin Sebastian) expresses, "Especially the electronic reader with those higher prices, they lost the ground that wants high price simply. They lost the ground that wants high price simply..



Nevertheless, still have a lot of companies and try hard without what abandon going up in electronic reader market. Analysts also think, according to their effort degree is mixed the level of the product, this one market remains what can create redound. According to the estimation of IDC, in 2009 about work off reader of 2.5 million electrons, and hopeful of this one word breaks up this year time, achieve 5.1 million.



Need not say, it is such anticipation attract a certain number of players to come to this one market with respect to enough, and still will have more person follow-up. The consumptive electron product this year January is exhibited greatly on, people already ask advice a few kinds of equipment, these products are aimed at the particular market that delimits cent is made clear, some reads a book to read only, some is only read newspaper, some basically is used at business affairs utility.

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Neve the best selling dog crates largertheless, anyhow, kindle is the true ruler of this one market. According to Forrester Research estimation, yamaxun's product owns the share of about 60% on electronic reader market; Suo Ni (SNE) is had about 35% ; the most popular selling dog stairs The rest of the market is divided up by a few young players.



In fact, IPad had affected Yamaxun's share price directly to the pressure of Kindle. This year up to now, yamaxun of share price go up be 4% , and in the corresponding period, na Sida restrains aggregate index go up have 8% however, those who change character, yamaxun's expression is not as good as industry of science and technology is average of level.



A research on March 25 writes Ma Hani of beautiful banner analyst among the report, "Of people place fear is, the value that IPad may destroy Kindle finally and growing dog crates large dogs foreground. The value that IPad may destroy Kindle finally and growing foreground..



A lot of analysts still believe, special electronic reader still is well worth doing, they whether can surrive goes down, attract more customer, the key is to depend on the element such as the price, content.



The most important depended on, compare with IPad photograph, the price of most electron reader still is quite cheap. Kindle and its competitor, barnes&The Nook of Noble(BKS) , valence has 259 do dog crates large breed llars only since. 199 dollars of the price since Suo Ni's Pocket Edition, the price that feels screen version product also has 299 dollars only.



Nevertheless, the player of the others is in when facing IPad, the position is about flimsy a lot of. For instance some earlier this year moment is in 100 think of buy dog stairs best buy the IRex that appear on the market, price reached 399 dollars. The Plastic Logic of newly established company that a venture capital investment supports is in consumptive electron is exhibited greatly on the reader that showed oneself, planning the price is every 650 dollars, and still provide WiFi link only, want to receive 3D network, the user must pay 800 dollars.



Originally the plan rolls out this one alleged Plastic Logic Que this month, but after the company decides finally to turn time, arrive after June 24, "So that to all sorts of characteristic the service undertakes be adjustmented further, improve the user experience of whole product. Improve the user experience of whole product..



Forrester analyst Aipusi (Sarah Rotman Epps) expresses, electronic reader should compete with IPad, the price is only weapon, because be talked with respect to the function, both go up in a horizontal far from.



"We think, the electronic reader with single function still has its value, but premise is the price cannot too tall. " Aipusi is accepted when intervi dvd discovery channel ewing, express, "Want to make product of market main trend truly, they must can lower the price 99 dollars under. They must can lower the price 99 dollars under..



The Lu Bin of NPD Group (Ross Rubin) also is similar point of view, he complements, for instance schoolbook market, was not involved basically still by electronic reader up to now, and this implies tremendous potential undoubtedly.



Lu Bin's conclusion is, "This market still is in quite inchoate phase now, still be in continuously in dilate. Still be in continuously in dilate..



Except case of make the most popular selling dvd discovery a price, analysts believe, electronic reader product still can be in other side and borderline of IPad make a clear distinction.



Products plan is an important facet. Although the brillant design of IPad had won the acclamation of all circles, but it also has a drawback, this is its weight, reached 1.5 pounds, and Kindle has 10.2 ounce only however, former the double above that is equivalent to latter. If people is to plan to be read for long really, so in balance Kindle or when IPad, this element cannot be ignored apparently.



"Weight is a main index, but very easy however by oversight. " Lu Bin is analysed, "If be jotter, heavy quid is light perhaps quid, differentiate very hard however. Can be to tablet facility character, however very facile sense comes out the difference of this quid. However very facile sense comes out the difference of this quid..



Installation color screen also deserves a consideration. Although black and white screen can satisfy book reading need completely, but the publisher that attracts newspaper and magazine impossibly apparently is joined come in, contrary, they are thinking IPad of go to somewhere for shelter now. At present electronic ink technology returns the problem of inextricability color screen, but relevant technology has been in development.



Wo Jian of IDG analyst division (Susan Kevorkian) expresses, "Between this market, we think black and white Kindle of Yamaxun is not quite sufficient still. We think black and white Kindle of Yamaxun is not quite sufficient still..



Kindle, Nook, still have the Alex of Spring Design, these electronic reader still have a significant advantage, this is mixed namely the connection between big shopkeeper. Alex general appears on the market at the chain store of Borders(BGP) later on this year. The product of IRex and Suo Ni is in at present 100 think of buy sell.



Should mix IPad truly Kindle in the market expression is taken quite, it is very difficult, because of Yamaxun all the time the particular sale that the policy since does not agree to announce this kind of product namely.



Yamaxun will at Zhou Sifa him cloth money signs up for first quarter, at least at present, on their website, kindle remains best-selling product. Hua Qi's Mahani estimates, last year work off of reader add up to 2.4 million, now year work off 3.5 million. He still reckons battalion receives electronic reader of Yamaxun to will reach about 700 million 60 million dollar this year, 2.3% what be most popular selling dvd discovery equivalent to company total battalion closing.



"As a result of IPad strong with its relatively inferior value, yamaxun the pressure that the respect gets grows day and day, they must consider to undertake be improvemented further to the product between 2010, recommending feeling hold probably is a method, in addition still need to lower the price, fall for instance 200 dollars are the following. " Mahani is written between research report, "Nevertheless, we feel, these should be accomplished. These should be accomplished..



The Kewojian of IDC believes, kindle application process of Yamaxun can be used at IPad, also can bring profit to Yamaxun actually, after all the reader of themselves displays a function without color. "Kindle application process means Yamaxun to be able to intervene the business that sells chromatic content. "Kindle application process means Yamaxun to be able to interv the best selling dog stairsene the business that sells chromatic content..



Nevertheless, most analyst believes, electronic reader market must shuffle, be afraid because of present player amount already too much. What must consider especially is, still computer of a lot of flat had gone up in the road that appear on the market, for instance HP (HPQ) and Dai Er (the manufacturer such as DELL) is undertaking developing, their product not only meeting and IPad compete, also can let electronic reader market feel the pressure that increases increasingly.



"This market allows 30 kinds of different electron reader impossibly to coexist. " Saibasidian says so.



(Article author: Dan Gallagher)

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