Friday Grab Bag: Kindle and iPad Drove Q4 Tablet Sales

Global tablet sales surged in the 4th quarter of last year, driven by the demand for Amazon’s Kindle and Apple’s iPad tablets. An IDC study as reported by Cnet shows that overall tablet shipments grew by 56% on a sequential basis in the fourth quarter of 2011, to 28.2 million units, and a 155% increase from the same period in 2010.

The top players in this sector were led by Apple with a 55% market share with 15.4 million tablets. Second was Amazon’s Kindle Fire at 4.7 million in the quarter, good for a 16.8% market share. Samsung trailed with a 5.8% share and then Barnes & Noble with a 3.5% share.

IDC has upgraded its estimation for worldwide tablet sales in 2012 to 106.1 million, up from its previous estimation of 87.7 million. I wonder what percentage of those sales would have gone to PCs a few years ago?


Did the NFL collude against the players?

The NFL’s very odd decision to fine the Washington Redskins and Dallas Cowboys a combined $46 million in cap space could turn out to be a major mistake, if the league actually goes through with its decision, multiple outlets are reporting.

Dallas and Washington’s crime was apparently spending more money during the uncapped year than the other owners wanted, giving them an ‘unfair advantage’ by actually investing in their teams rather than simply pocketing the money.

It looks like the owners of the two teams are now considering suing the league, a move that looks like it might then result in an additional lawsuit from the players union as it would show collusion and violation of antitrust. While the league has limited antitrust immunity, it does not cover this kind of action. Baseball did the same thing some time back and was expensively slapped by the courts. I suspect the NFL may quietly backtrack on this issue.

Apple and Motorola talked cross licensing–last year?
A series of talks between Motorola Mobility and Apple last year regarding a proposed deal to cross license their patent portfolios, or portions of them, has come to light as part of the EU’s discovery process on the Google/Motorola merger.

It looks like Motorola was demanding that it gain access to Apple’s entire patent portfolio in order for Apple to get access to Motorola’s standards-essential patents (SEPs). It was noted in The Register that usually SEPs are cross licensed for other SEPs, not the entire portfolio.

They did discuss the ‘scope of a possible settlement’ after Google announced its purchase of Motorola for $12.5 billion. According to Foss Patents, Motorola wanted to broaden the scope of the deal to include all Android licensees while Apple wanted it between the two companies.

Yahoo sues Facebook over patents
Yahoo has dropped the other shoe in its face-off with Facebook and has filed a lawsuit contending that the social media giant has violated Yahoo patents that cover a range of features including news feed generation, social commenting and advertising.

The issue initially emerged a few weeks ago and many thought that the effort by Yahoo was just part of a positioning move by the company to show that it has a valuable patent portfolio as it seeks a buyer. The timing of the move is interesting because it coincides with Facebook’s IPO.

Now it looks like it may get the chance to prove that contention via court filings and possibly rulings on its patents. Yahoo is seeking unspecified damages, and has requests that any such amount be tripled due to Facebook’s willful actions.

Sony’s Xperia smartphone features ‘floating touch’ technology
Sony, using something that sounds like it came from a Geisha house has incorporating ‘floating touch’ navigation that allows a user to browse the web without touching the screen, simply by hovering a finger above the screen and moving it to move the cursor.

The phone also features a 1GHz dual core processor, Android 2.3, upgradeable to 4.0 later this year, and a 3.7-inch Reality Display.

Nokia working on Windows 8 tablet
Nokia, one of Microsoft’s strongest supporters in the Windows smartphone market has said that it will be joining Microsoft in the tablet space in the near future. Reuters reported that the company’s design chief is spending a third of his time developing the tablet and that the company is seeking to take a different approach from rivals in creating a product that will challenge market leader Apple and its iPad.

Intel invests in eye-tracking company
Intel Capital has invested $21 million in a third funding round for Swedish company Tobii, that has been working on eye-tracking technology that can be incorporated with laptops, tablets and other hardware. Tobii said that the investment will give Intel a 10% stake in the company.

Tobi has previously raised $14 million in 2007 and an additional $26.8 million in 2009. It said that the investment will help the 12 year old company maintain a steady research and development schedule. Tobii recently unveiled its latest eye-tracking device last week at CeBIT, the Tobii IS-2 Eye Tracker.

It is interesting that Intel is investing in this type of technology. Over a decade ago I saw a demonstration of eye tracking technology at an Intel Labs demonstration and have wondered why it has never seen the light of day. I guess it was red lighted and so the company is now looking to outside sources.

Going to London for the Olympics? Free Wi-Fi!
Well at least it will be free in the Tube, or subway system. The service will run from July 27 to August 12 and will be provided by Virgin Media. After the Olympics end the service will be available to Virgin subscribers.

USC football players live for Twitter
Interesting read at CBS Sports about Twitter and specifically on how a pair of USC athletes use it. Shows how prevalent that technology is becoming.

MLB Looks to Embrace Latest iPad

With the new iPad just a day away, lines are already starting to form at Apple stores for customers who hopefully already have a confirmation that their order is in. Otherwise they may have to wait as long as three weeks for a second batch of tablets to arrive, according to Apple.

Stores are planning at opening at 8 am rather than the 10 am or 11 am that they usually do to handle the crush. The iPad will initially be available in 10 different markets. Gene Munster, an analyst at Piper Jaffray is predicting that Apple will hit that number today, the firs in which its latest iPad will be officially available.

Apple has already acknowledged that it has sold out of its initial run and that current orders may take as long as three weeks. Others in the industry have estimated that Apple sold 300,000 of its first generation iPads on that products initial day of sales.

However it is not just the everyday fan that is waiting for the latest and greatest from Apple. USAToday has reported a growing interest in Major League Baseball for the tablet, and indications that use of the Apple table is already extremely widespread.

This is no real surprise since going back as far as Hall of Famer Tony Gwynn players have been using video feedback on notebook computers to study how pitchers throw to them and to see how defenses are aligned against them. In the locker rooms VHS players and tapes were a common training tool, the drawback being that only one player at a time to could watch their specific at bats versus a rival pitcher or team.

The iPad simply makes this viewing easier due to it portability, and with the new Retina display, they have a high definition video playback machine that weighs in around two pounds. Now coaching staffs can tailor video for each player to view.

Players, and teams, are prohibited from bringing electronic devices into the dugout during games but there is nothing to stop a player from walking down the runway and getting a quick look at his latest at bat to get an good idea how to adjust for their next at bat.

Football has already embraced the use of tablets, often iPads for a similar reason. Playbooks are now digitized, making it much easier to carry and access rather than a 200 plus page loose-leaf notebook.

Mobile Sports Report TechWatch: Mashable to sell for $200 million?

TV makers missing the boat on apps?
The NY Times has a nice, short pierce on how other forms of streaming video are increasingly sidelining television viewing and that they need to add a greater degree of connectivity to compete with developments such as Apple TV and even smartphones. It asks some of the questions that likely be the basis of this conversation going forward.

How is Twitter’s Finances?
Gawker has come forth saying that the micro blogger’s revenue and profits are poor, based on leaked information that that site has received. Twitter has been pronouncing that it has seen an uptick in its performance but Gawker says otherwise.

It claims that in 2010 Twitter had total revenue of $28.5 million, a pretty good number for a startup until the fact that it had to spend three times that to earn the revenue and that for the year it reported a net loss of $67.8 million.

The company, which has 100 million active users, does not appear to have a comprehensive plan to maintain steady revenue, according to the article, which claims that it could be the greatest tech bust ever.

March Madness is here- so are the apps (for iPhones)
Appolicious has taken the time to track down and do a nice short write up on 5 apps that can help you track the tournament and follow your teams. They are both free and paid apps and cover just scores to ones that include analysis, news updates and bracket creators and tracking information.

Generation C?
Labeling generations seems to be an art, although I have always wondered why the first I had heard of was Generation X. I mean why start at the bottom of the alphabet? Well the good folks at Nielsen have come up with another, Generation C.

At least this one makes sense as the C stands for connected and its members are Americans in the 18-34 age group, or 23% of the overall population. Gen C make up 27% of online video viewers, 27% of those that visit social networking sites, represent 33% that own a tablet and 39% of the smartphone owners.

Mashable on the block?
Reuters is reporting that CNN is in talks to purchase social media news site Mashable for more than $200 million. Mashable covers a range of areas in the tech and social media sector including startup news and issues related to major players. CNN declined to comment.

One interesting aftereffect of the big Apple iPad announcement is that it seems to have unleashed a wave of rumors about pending rival products. While there is always talk about company A planning to do such and such with its next generation platform, it seems much more pronounce these days. Of course it could be that I am just now paying more attention, anyway here are a few of the more interesting ones.

Google and Asus to team on 7-inch Tablet?
DigiTimes is reporting that Google and Asus are teaming to deliver a 7-inch Android tablet that will be shipping in May. Targeted directly at the e-reader space that is currently dominated by two players, Amazon’s Kindle and Barnes & Noble’s Nook the tablet is reported to be in the $199-$249 price range.

Padfone to ship in April?
It looks like Asus will be delivering its Padfone convertible next month, at least in select markets. I have to say that this is the device that I am very interested in getting my hands on. The reason is that the phone snaps into the tablet and the phones processor powers the entire device. This way a user can get a tablet with 3/4G without a separate contract, a major drawback on connecting tablets to digital networks.

The Padfone is a three piece product with the first being 4.3-inch smartphone designed for the Android 4.0 operating system powered by a Qualcomm 1.5GHz dual core processor. That can be inserted into the top of a 10.1-inch tablet, and there is a keyboard dock as well

This and that

Instagram looks to Android
Instagram is coming real soon to the Android. Founder Kevin Systrom showed, but did not give a full demo of the app at SXSW. The company said that it currently has 27 million users.

Some iPads will be late

Apple’s recently introduced iPad, set for delivery this Friday, will be missing in some areas due to an overwhelming demand for the product. The company said that it has sold out and that some buyers will have to wait as long as three weeks to get their orders.

Nvidia vs Apple Rd 1
Nvidia disputes Apple’s claim that the iPad is 2x faster than nVidia’s Tegra 3 processor. Its response can be boiled down to simply- let’s see the data. Wonder if this is the first shot in a benchmark war a la Intel/AMD from a decade ago?

Path now syncs with Nike +
For users of the iPhone app that makes a journal of your life for your friends it now enables you to share your workout stats using Nike’s Nike + technology, with more forthcoming when Nike releases the Nike + Fuelband product.

Friday Grab Bag: London Olympics will be on YouTube

YouTube and NBC to team on Summer Olympics
NBC will be taking advantage of YouTube’s huge online popularity to help drive traffic to NBC’s home page during the upcoming Summer Olympics in a move that looks to benefit both players according to reports from Sports Business Daily.

The deal calls for YouTube to promote NBCOlympics.com on its home page and to direct visitors to live and highlight videos of the London Games. YouTube will be providing the player that users will need to view the video.

For YouTube it is a further step up into the big leagues as it is replacing Microsoft’s MSN portal as the player of choice. MSN had the 2008 and 2010 Olympics. For NBC it gains a huge presence on the Internet.

According to comScores Media Matrix NBC Sports is currently 6th for the US audience online with 14.7 million unique visitors in February 2012. While it will undoubtedly get a huge boost regardless of any deal due to the Olympics it still trails market leader Yahoo Sports by a significant amount- Yahoo with 50 million users.

US to insist on digital app security?
“Oops your data was stolen again-my bad” may not be the correct response to all of the constant leaking of data from smartphones and other devices. At least one US Senator, Charles Schumer, has taken up the call and has asked the FTC to see if the manner that Google and Apple are running their operating systems violates users’ privacy.

While not a big fan of government intervention I have to agree with this statement from him about apps that steal data- “beyond what a reasonable user understands himself to be consenting to when he allows an app to access data on the phone for purposes of the app’s functionality.”

He is asking that the government agency to force smartphone developers to add safeguards that require expressed consent before allowing access to personal information. It seems that more than these two are guilty and usually all we get are crocodile tears from them when caught. I wonder if this FTC effort will get out of the noise stage?

Apple drops Google Maps
Apple has dropped support for Google Maps in its iPhoto for iOS technology. The move is most likely partly caused by the company’s lawsuits against Google and leading Android users and Google’s fighting back via lawsuits filed my Motorola Mobility, soon to be a part of Google.

However Apple has also purchased mapping technology via its acquisitions of Placebase, Poly9, and C3 Technologies. Apple still offers Google in a number of other ways in its OS and platform offerings so be careful reading too much into this.

Is this a major win for Apple in its Patent battles?
A Google and Motorola Mobility have been ordered by Circuit Judge Richard Posner to disclose details of the development of the Android operating system to rival Apple as part of Apple’s ongoing patent lawsuit over the development of Android.

The case has been ongoing since 2010 and has resulted in a satellite of additional suits by all involved. This will probably add fuel to the fire but not clear if it will have a meaningful impact as there are a number of rumors that Apple may be looking to settle.

What are the best baseball books?
This is always a topic that incites my baseball loving friends- what are the best books on baseball? Well Jeff Polman is the latest to tackle the topic in a blog post found in the Huffington Post. He positions it as the 25 Baseball books that you would want if you were stranded on a desert island.

I really enjoyed the list but like most fans feel that there were favorites that he omitted, some that are worthy and at least one that is a favorite for immature reasons (Seasons in Hell). I do think that Ball Four cannot be omitted no matter what the reason. There is a good conversation on the topic ongoing at Baseball Think Factory at this time. Drop in and make yourself known.

E-Reader use continues to grow
According to a recent Harris poll the growth in e-reader ownership and usage portends good news for those in both markets. Just seven months ago 15% of Americans had one of these devices and now that number has almost doubled to 28%.
What is very good news for companies in this market is that the growth does not appear to be constrained to any one particular age segment with users in the ages 18-35 and 36-47 categories slightly ahead at 30% currently and that number just drops slightly to 28% among ages 67 and older and 24% of those in the 48-66 age category. Typical users read more than non-users as well.

Tablet or iPad + Wi-Fi = Mobile Sports Nirvana

One of the interesting features of the new Apple iPad it its inclusion of a 4G LTE communications chip, which will let the device connect directly with the high-speed wireless networks now being built by Verizon Wireless and AT&T in the U.S. While that’s great news for tablet users who want more power on the go, for mobile sports fans a Wi-Fi connection is going to remain the wireless link of choice going forward.

Why? Because data rates for 4G LTE are still too high to make cellular-only usage an option, especially if you want to give the tablet a regular full-game workout. There’s no set way yet to measure exactly how much cellular data you use when you are viewing live video because the answer depends on a lot of variables, including video resolution rate, your distance from the nearest cell tower, and the strength of the signal. But the bottom line for sports fans is that if you want to use the tablet exclusively for sports consumption, the smart move is to find a Wi-Fi signal whenever you can.

And since more stadiums are now putting Wi-Fi inside, bringing your tablet or iPad to the game is going to become as much a no-brainer as “buying peanuts on the outside,” to coin a phrase you hear outside Wrigley. Within the next few years we are guessing that most teams will start to implement some kind of “stadium app,” which delivers custom content and in-stadium-only goodies like multiple camera angles or replays. The old days of people wringing their hands over whether or not devices should be at games are over. The new future is folks bringing a tablet or iPad and taking it out to watch an occasional memorable replay, or to look up stats. Or to order a cold one, and have it waiting at an express window.

On the couch, the tablet is going to become as ubiquitous as the remote — hell, it might even replace the remote at some point in the future when cable providers like Comcast get their act together. Though the live streaming of the Super Bowl this year wasn’t a tremendous experience, we are betting that this year’s Masters coverage online will really move the ball forward when it comes to having a complementary viewing option. And the tablet format — big enough screen to be exciting, small enough to carry around easily — is just going to keep getting bigger, with or without a 4G LTE connection.

ESPN: Online Audience for College Hoops Soaring — Now Just Wait Until the iPad 3 Arrives!

Even before the new Apple iPad arrived to save humanity and burn through wireless data plans, ESPN said that people watching college hoops on small screens this season set new records, with 1.6 billion total minutes and 283 million visits across the worldwide leader’s various online entities, representing increases of 16 percent and 5 percent respectively compared to 2010-11.

While these stats aren’t really unexpected — I mean, what’s not to like about watching hoops on an iPad? — it is pretty amazing on one hand to consider that in just a few short years mobile devices like the iPhone, Android phones and the iPad and its imitators have become fixtures in the sports-audience landscape. Want more stats? The most-viewed game online this year, according to figures provided to us by ESPN, was the Duke-North Carolina game on Feb. 8, with 4.4 million online minutes generated across computers, smartphones and tablets.

ESPN called that event the “most watched college basketball game ever” for online, but we are betting that it gets quickly eclipsed sometime during the upcoming NCAA men’s tournament, when all those shiny new iPad 3s get turned on and tuned in.