Friday, April 5, 2013

AMZN: Who Will Win Amazon's Next Generation Kindle Fire?

Who Will Win Amazon's Next Generation Kindle Fire?
by Ashraf Eassa

It's still very early days in the smartphone and tablet system-on-chip business. Today's winner could become tomorrow's loser, as we saw with Texas Instruments (TXN). Just a year or two ago, many Android tablets and smartphones shipped with TI modems as well as its OMAP applications processors. However, TI wasn't really aggressive enough here and eventually started defocusing on this business. The R&D needed to keep up with the fast product cycles in this business, coupled with the fairly heated competition from more compute-oriented companies, eventually made the ROI proposition not worth it, and as a result the company dropped out of the race. read more »

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