Lenovo Hybrid vs Apple iPad
One of Lenovo’s product team demos the Lenovo U1 at CES 2010. This was among the most impressive of the show’s innovations and offers users the benefits of a full computer along with a removable touchpad which is a full blown computer as well. The system uses two separate processors and my understanding is that each unit can act independently, so you could hook up a separate monitor to the keyed portion.
The hybrid is not yet available and will appear after Apple’s much celebrated iPAD and other tablet innovations, so it’s not clear how the coming tablet wars will shake out.
Apple has a remarkable record of bringing beautiful and innovative product to the market, having them copied and offered at lower cost, and still winning the war for the hearts and minds of users. However Apple already cut the price on the iPAD and on Apple eBooks in an effort to knock the Amazon Kindle out of the competition for the tablet/ebook market so their margins are likely very thin. If Lenovo’s production costs are much lower (they likely are), they may find this market more profitable than Apple and thus be able to expand more quickly.
All this is very speculative until we see how consumers react to the new products as well as the many other tablets in the pipeline. At this point it appears likely that Lenovo will be Apple’s key competitor – and only if they are lucky and the product works as well as advertised at CES – in the 2010 tablet market.
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Drew Carey hosted a short tech trivia contest for CNET this afternoon here at CES. Carey’s joke during the contest summed up one of the major stories here here at the conference. Carey joked that the $50 gift certificates from CNET were going to be $100, but CNET “had tough year”. I spoke with CEA briefly and they said the preliminary counts indicate about the same attendance as last year’s which I think they said was 107,000 after the auditing that is mandatory for major shows. Of course I think that many attendees are from exhibitor groups so it’s not a simple task to determine the year to year trends in terms of the industry at large. I think the Drew Carey analysis probably sums it up – 2009 was tough year in tech. However overall the feel here seems to be optimistic, and I think we’re seeing more from China as “good quality, lower price” may start to define the industry more than it has in the past.



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