Wednesday, January 6, 2010

Google challenges Apple, Microsoft and Garmin

Google is brave. It tries to break open the operating system monopolies of Microsoft on the pc, and Apple on the iPhone and other Apple devices.
The Google Nexus One is developed in co-operation with the Taiwanese manufacturer HTC, is intened to take the Apple iPhone head-on, and runs Google's open source Android operating system.
At the same time, Google is said to be working on a Netbook running Google Chrome OS, and a navigator.
Primarily, the devices are launched for the US market, and create pressure for Apple, Microsoft and Garmin respectively.

Not bad for the ambitious online search and advertizing giant that promised "To do no evil". Of course, its own core is as closed as can be. But, at least it is challenging the 'closed' software monopolies, and it is not afraid to open multiple fronts at the same time. Even if Google only partially succeeds with its hardware projects, it will already be able to stir the market, and show how committed it is to its open source OS philosophy. More hardware providers will be challenged to adopt Android, Chrome or just plain-old Linux with some adaptations.

Sunday, January 3, 2010

HP, Sony and Toshiba top 3 channel brands 2009. Fujitsu and DELL will enter top 15 in 2010.

HP, Sony and Toshiba strongest online brands 2009 according to ICEcat. 2010 will show comeback of Fujitsu and rise of DELL to top 15.

HP, Sony and Toshiba were the top three channel brands in 2009, based on the measurement of 502.1 million ICEcat data-sheet downloads in 2009 for 3000+ brands by more than 8000 ecommerce sites. 2010 is likely to show the comeback of Fujitsu as a top 10 brand, and the rise of DELL as a competitive channel brand as well. The growth of the online channel is expected to bounce back to the 50%+ range in 2010.

The usage growth of data-sheets by the online channel was annually 32% in 2009, especially thanks to a strong second year-half 2009, probably due to the recovery from recession of most Western economies. On brand level, most notable is the good channel performance of Sony, based on its broad mix of computer and consumer electronics products, which proofed to be relatively recession proof. Further, there are still no true contestants for the leading channel position of HP. Finally, Asus' development towards a top 10 brand shows that the Taiwanese manufacturer has successfully transformed itself from an outsider into an A-brand computer vendor, following the example of Acer and Lenovo a few years earlier.

Brand position 2009, based on 502.1 million data-sheet downloads by 8000+ worldwide ecommerce sites:
1. HP
2. Sony
3. Toshiba
4. Lenovo
5. Acer
6. Canon
7. Asus
8. IBM
9. Kingston
10. Belkin
11. Samsung
12. Philips
13. Cisco
14. Epson
15. Adobe
(See all top 3000 tech brands of 2009)

2010: comeback Fujitsu and online consumption, and DELL's claim for channel fame

Based on the results of the last quarter of 2009, ICEcat dares to state that Fujitsu will be the come back brand of the year 2010. In December, it positioned itself agressively between Lenovo and Acer in terms of popularity. So, it seems to be a good thing that Fujitsu has bought out Siemens last year, from the Fujitsu-Siemens joint-venture. It also stipulates that Fujitsu has put focus on reclaiming lost ground in the channel by investing in its channel stock and competively priced models.
Another brand to watch is DELL. In December it has expanded its channel business to a number 69 channel position, as one of the fastest movers into the ICEcat top 100. As DELL is gradually increasing its channel efforts, it is a matter of time - max two years -before the brand will reach the top 15 of tech brands as well.
Another major development is the accellerating growth of the online channel itself, measured in data-sheet downloads. In the first year half 2009, the annual usage growth was down to a meagre 12%, but it bounced back in the second year half to an average 52% annually. We think that it is a safe prediction that the the online channel - worldwide - will expand with at least 50% annually, during 2010 as most Western economies are out of recession already and economies are further recovering. Still, it is far below the 100% annual growth levels, ICEcat witnessed until in Q4 2008 the recession set in.