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San Francisco: More than a year after igniting the tablet computing craze, Apple Inc prepares to unveil the second version of its blockbuster iPad - possibly minus lead showman Steve Jobs.
Plenty has changed over the course of the year. The iPad became a bona fide smash, essentially creating the tablet category and triggering a wave of me-too products that are just starting to hit the market.
Now, as rivals Motorola and Research in Motion race to catch up, Apple itself is going through a transformation.There is as much speculation about whether iconic Chief Executive Jobs will take the stage at Wednesday’s event in San Francisco as there is about the new device. His absence is bound to spark a fresh round of speculation on his condition. And his presence will be scrutinised equally closely for any signals on his health. In his absence, it is a good bet that Tim Cook, the company’s operations chief and Jobs’ heir apparent, or marketing head Phil Schiller, will lead Wednesday’s show.
If Cook does appear, investors will scrutinize his performance. While Wall Street has grown comfortable with Cook’s leadership, Wednesday would provide the first major test of his showmanship skills - a key asset for marketing maestro Apple.
Regardless, the company is in little danger of losing its massive lead in the tablet market in the near term. With a big first-mover advantage, the company is rolling out the second-generation iPad just as most its rivals are bringing their first offerings to consumers.
The new model will sport the same 10-inch screen but should be lighter, thinner and faster, according to a plethora of analyst and blog reports. Apple is expected to add a camera to enable video chat using the FaceTime application.
Shares of some Taiwanese component makers rose in Asian trade on Wednesday ahead of the launch.
Camera module maker Genius Electronic Optical Co Ltd and lens manufacturer Largan Precision Co Ltd were starting new supply deals with Apple, two sources said in December, but neither could confirm for which product the modules were intended.
Genius jumped as much as 5.1 per cent, while lens manufacturer Largan edged up 0.2 per cent in a broader market down 0.6 per cent. Hon Hai Precision, whose parent Foxconn manufactures Apple products, eased 1.8 per cent.
“The launch of iPad2 should have been priced in, but any other new features released, for example more powerful hardware, could push relevant stocks into another round of growth,” said Mike Fang, a fund manager at Paradigm Asset Management in Taipei.
Component makers generally do not know what the finished product will look like because they are only responsible for manufacturing one part before passing it on for assembly.
Some industry watchers believe the new model may also sport a chip that enables it to run on networks that use both GSM and CDMA technologies.
Consumer appetite for tablets seems sizable, and businesses are also piloting the devices for a variety of uses, including retail and healthcare. But Apple no longer has the tablet market to itself.
Motorola has just launched the well-reviewed Xoom. Research in Motion, which specializes in corporate customers with its BlackBerry, will begin selling the PlayBook. And Hewlett-Packard Co will bring the TouchPad this summer.

1 Comment

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