Comparison of iPhone 6 / PLus vs Samsung Galaxy Note vs LG G3 Vs HTC M8

Apple unveiled three new offerings – new iPhone, Apple Pay and Apple Watch. iPhone 6/6 Plus launch was much in line with expectations.

iPhone 6/6 Plus upgrades are much in line with leaked reports. Thinner (6.8/7.1mm vs. 5s 7.6mm), faster (A8 processor), better display resolution and bigger battery. Camera is in line to stay with 8MP/f2.2 and Plus comes with OIS function. While there is limited surprise to spec, iPhone 6 Plus looks fairly attractive given richer spec but only US$100 premium. If iPhone 6 Plus mix to go higher against consensus looking for 30%, this likely benefits Hon Hai who is the sole source to (more…)

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

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, (more…)

Apple iOS 7 Launch in June + Innovative iPhone Service Announcements

We are enthusiastic about Apple. Preview of iOS 7 at WWDC in June which could highlight a new killer app such as mobile wallet. A killer app, like mobile payments, could serve as a demand catalyst similar to Siri driving iPhone 4S sales

We expect Apple to preview new versions of iOS and OS X at the user conference in June. The next iPhone is likely to keep the same hardware form factor as the current iPhone 5 based on Apple’s historical iPhone cycles. Therefore, software and services will determine the success of iPhone 5S, in our view.

Innovative Services on iOS Platform
Eddy Cue, Apple’s head of Internet Software and Services, is working hard to (more…)