How Mobile News Apps like of Sohu are Making a Killing ?

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Mobile News AppThe mobile news app market is an area of particularly intense competition amongst many internet Giants from Google to Sohu, Baidu, Times of India etc. According to Analysys International, Sohu’s app claimed a 31.8% market share in terms of cumulative downloads from the major app stores by 1Q13.

Sohu’s business model for Mobile News App is of Particular interest for us. The cumulative downloads of Sohu News is more than 5m at present, while the figure is roughly 1m for NetEase and Phoenix New Media and 0.5m for Sina.

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Samsung Mobile / SmartPhones Performance Rocks in Q1-2013

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Samsung’s OPM of handsets, which rose from 21% to 22%, were probably better than indicated taking into account the negative impact from the provision booked related to AAPL vs. Samsung case. We think this is impressive given such performance occurred during the weakest seasonal quarter, without a major product launch. Therefore, we think the next several quarters should continuously be strong given the upcoming Galaxy S4 launch and Galaxy Note 3 launch in 4Q13.

Smartphone shipment of 70 mn (12% QoQ growth) is strong given the seasonality and lack of new product launches. Blended handset ASP rose 8% QoQ and OPM expanded to 22% from 20% despite the one time provision took related to the AAPL. However, 1Q total handset volume did not increase, but the smartphone products rose 12% in volume sequentially.

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Idea Cellular Expects Revenue Per Minute to be Flat

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Idea Cellular Mgmt clarified that the overall RPM remained flat sequentially despite cutting free-mins mainly due to lower proportion of higher RPM ILD minutes in 4Q. Idea believes the stricter subs acquisition norms by TRAI has discouraged multi-SIM usage and has led to incremental consumer spending in favour of existing SIM card (vs. buying a … Read more

How to Install Perl Packages Without PPM of ActiveState ?

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This Post is strictly not Web 2.0. I had to write this to let others know how top install PPM [Perl Package Manager, GUI Interface] without the ActiveState Login. If you’ve been using ActiveState Perl, then you could have easily upgraded using ppm on the command prompt. However, when I tried, I got the following … Read more

Mobile Chipset – Fabless getting Faster and Better

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China produced over 800mn smartphones in 2012 and 226mn smartphones. China’s smartphone output should exceed 400mn in 2013 with exports reaching 60-80mn. At the same time, Mediatek expressed confidence that its quad-core chipsets can enable China OEMs to sell smartphones with similar specs to the Samsung Galaxy S3 at one third of the price.

Meanwhile, ARM has showcased its big.LITTLE chipset, a game changer in the performance/power race. As big.LITTLE finds its way into low-priced phones, we expect chipset ASPs to fall even further, albeit with higher volumes. With big.LITTLE chipset expected in tablets this year (10m targets) and in phones perhaps next year (with an integrated chipset) and LTE modem ramping in Q4Cheaper chipsets could ultimately accelerate tablet demand in China and other EMs, as consumers move away from notebooks.

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China’s Mobile Music Market Tops $ 6Bn

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China’s mobile music market totaled USD 6 Bn as of 2012, up 8.5% YoY. The number of mobile music users topped 832m ( the figure also includes those subscribers who obtain mobile music service through MMS and SMS). This can be attributed to the fact that mobile phones have become common music playing devices, and … Read more

LG Mobile SmartPhone Sales beat Forecast

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South Korean electronics Major, LG Electronics reported solid 1Q13 results and raised 2013 smartphone guidance to 45m (from 35m at the beginning of the year) are positive signals supporting our thesis that LGE’s smartphone business is on the rebound. LGE reported 10.3m smartphone shipment, slightly ahead of our 9.8m forecast, and confirmed that inventory remains … Read more

Rising Use of Mobile for E-Commerce in China – Report

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According to CNNIC, online shopping transactions in China reached RMB1.26t in 2012, up 67% YoY and representing 6.1% of the country’s total retail sales. The country’s online shopping population reached 242m (up 25% YoY), representing a 43% penetration rate of the total online population. Mobile shoppers saw much stronger growth. The number of those conducting e-commerce on mobile devices increased by some 137% YoY, reaching 55.4m as of 2012

Over 56% of total online shoppers spent more than RMB1,000 in the year, while some 6.8% of them spent as much as RMB10k online. Meanwhile, people tended to make online purchase more frequently than 2011.

A majority of users made payments through online banking or third party payments,

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China Mobile to Invest in 3G – Gets Better Subscribers

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World’s Largest Telecom Company China Mobile added 26.4mn 3G subs (averaging 8.8mn per month), which is more than double that of its domestic rivals. Management attributes the strong subs growth to enriching TD-SCDMA smartphone models, falling prices and effective promotion. The parent company will build more than 100,000 3G base stations to increase the total … Read more

Nokia wins injunction against HTC One in MicroPhone Case

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The Amsterdam District Court has granted Nokia’s request for a preliminary injunction against HTC regarding the microphone technology that HTC uses in its current flagship model, the new HTC One.

Nokia claims the microphone components were invented by and manufactured exclusively for Nokia. HTC said in an official statement “HTC is disappointed in the decision. We are considering whether it will have any impact on our business and we will explore alternative solutions immediately.

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