WorldWide Tech & Science. Francisco De Jesús.
Amazon planning Smartphone. Did they buy HP webOS already?
Amazon plans iPhone rival
A smartphone from Amazon "may be coming next holiday season," noted Citigroup Global Markets analyst Mark Mahaney.
The war is for digital media sales against Apple and Google and with an smartphone could become an all-encompassing retail powerhouse.
Our projection in this case is that Amazon who was reported in a negotiation with HP for the webOS software might be on a final phase. HP before said a decision for the fate of webOS will come in a couple of months in Oct 26, and lately in Nov 15th, Stephen DiFranco from HP also said a decision will come shortly.
HP is holding an earnings conference call in Nov 21st, and the inevitable question afterwards will certaintly be about webOS. And if HP is not keeping webOS for a new tablet. And if Amazon is going war with Apple and Google , they might be the new webOS owner for this next Monday or week.
Hold your horses, however we are expecting an HP official annoucement at this time.
Amazon's smartphone entry is uncertain but the device is expected to be manufactured at the same location -- Hon Hai's TMS business group -- where its Kindle e-reader and Fire tablet are made, the analyst reports.
Citigroup says a smartphone is the next logical step for Amazon to follow up its popular Kindle e-reader and new Kindle Fire.
"We continue to believe Amazon has now set its eyes on the mobile (and tablet) media and product consumption frontier," Mahaney noted. The firm expects an Amazon smartphone to emerge around the fourth quarter of 2012.
Google Music's launch Wednesday turned up the heat against Amazon's digital music sales. The shot for a piece of the market dominated by Apple's iTunes underscores the three-way race.
According to Citigroup analyst Mark Mahaney. “Based on our supply chain check, we believe FIH is now jointly developing the phone with Amazon,” Mahaney wrote in a research note. “However, we believe that Amazon will pay NRE to FIH but the device and multiple components will actually be manufactured by Hon Hai’s TMS business group.” Additionally, Mahaney said that Amazon will likely use a Texas Instruments OMAP 4 processor, and that it will adopt Qualcomm’s dual-mode 6-series baseband chip as well. Read on for more.
“For a normal brand like HTC, they need to price the product at US$243 to make 30% gross margin,” Mahaney wrote. “If Amazon is actually willing to lose some money on the device, the price gap could be even bigger,” he explained, noting that Amazon’s device could be sold for between $150 and $170, or about the price it will cost to build the phone.
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