Stainless Steel Catering Equipのブログ -38ページ目

Stainless Steel Catering Equipのブログ

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smartphone side and tablet

Welcome to a laptop battery specialist of the IBM Laptop Battery

And I think the last three quarters now we've said that we expect China to be a stronger contributor in the second half of 2012, while we seen that. And we expect 2013 to be even stronger. So I think that's how I would characterize that. Noland, if you had maybe more on the $125 million number.

Raj, I think you're right. We talked about this pretty openly about as volumes continue to increase. You will see some price erosion that happens. And our approach has always been that we continue to evolve the standard, bring up the new products, and that is our way of mitigating the price pressure. So that's what we're looking to do. But as you would expect, we would be seeing some pricing pressures on existing products. And we talked about this transition thing happening, that's part of to push, our strategy to sort of mitigate those price decline.

Probably, a little more, I think we talked about earlier in the year that we've gotten to sub-dollar. And so I think we're definitely seeing where that's happening. So I would look that this will be a little lower than the $0.90 range that you're highlighting.

As we go into 2013, you had talked about MHL representing 25% of the smartphone with battery such as IBM ThinkPad 240 battery, IBM ThinkPad 240Z battery, IBM ThinkPad A30 battery, IBM ThinkPad A31 battery, IBM ThinkPad 600 battery, IBM 02K7016 battery, IBM ThinkPad G40 battery, IBM 08K8026 battery, IBM ThinkPad T21 battery, IBM ThinkPad T20 battery market, and if you ex Apple out of it, maybe it goes up to something like 35%, 40%. What's your expectation with the percentage of MHL next year on the smartphone side and tablet side?

I think at this stage, I think the safest thing we can probably say is that we expect that 25% number to increase next year. I think we definitely expected to grow. But that's probably a little bit too early to say, by how much at this point as we get through our next earnings call, end of January, beginning of February, I think we'll probably give a little more color at that time.

On your 60 gigahertz roadmap, any sense of the revenue contribution or when you'll start to breakeven on the investment, you know that was a dilutive acquisition? Any sense there as we look into 2013?

It wasn't a dilutive acquisition and even with that I think we're managed in Q3. This quarter just passed, we managed to achieve more than 17% operating profit. So I think that was a very good result for us. But if we look at moving forward, you can see with a number of different analyses, we've made in last six months relating our existing Gen 3 wireless solution.

We have a bunch of module manufacturers, which are building modules over in Taiwan and China. And, you saw the announcement, I think just in the last couple of weeks by Sharp as well for that. So that business, it's going to grow systematically, quarter-on-quarter.

But I think as we mentioned in my prepared remarks today, we still believe that the real opportunity exists on the mobile side. And that we're very excited about that opportunity. As we've mentioned we've taped out our new mobile chipset solution, two-chipset solution. It's on track.

We've been saying and we're going to be sampling of this at the end of this year and we're absolutely on track to do that at this point. So we're going to be unveiling this at the two big shows in Q1, both CES and Mobile World Congress. So I think so far we're pretty confident about being on track with all of the milestones that we had set out for ourselves, probably at beginning of this year and so that we expect to start seeing some revenue in the back half of 2013.

So I think it's very consistent with what we've said in the past and we're on track to still achieving that and so taking everything into consideration 2014, really should be breakout year for the wireless technology.