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Digitimes – PC industry should be re-evaluated, says Wistron chairman

Posted by 4love2love on June 23, 2011

Yen-Shyang Hwang and Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Thursday 23 June 2011]

Wistron chairman Simon Lin, on June 22, commenting on the impact of tablet PCs, described Apple’s launch of iPad as a never-seen move, and it will take some time to figure out how to counter the move. He also believes that Apple has subverted the PC industry’s habits of depending heavily on Wintel, and 2011 is year for re-evaluation for the PC industry. Players with technologies will eventually find a way to counter and resume their performance in 2012.

Lin pointed out that although tablet PCs have impacted sales of traditional PCs, they have also created a brand new market segment that every player has a chance to join. Although tablet PCs may bite into the entry-level notebook market, they will not replace notebooks.

Lin noted that PC players are all studying iPad and when a strong competitor joins the market, the players can use the chance to re-evaluate themselves and change their heavy dependency of Wintel, while understand that copying Apple will not succeed, but only cause price competition.

Integration between hardware and software will become a necessary trend in the future, and brand vendors or ODMs with strong technological bases will have the most chance of finding the correct strategy to profit, especially players with plans for cloud computing.

In the past few years, Wistron has been aggressively hiring software talent, and along with its subsidiary Wistron Information Technology & Services (Wistron ITS), the company has over 3,000 software staff within the group. In addition to hardware manufacturing, the company will also need to focus on R&D of software, chassis, components and human behavior.



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