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India Equity Research Reports, IPO and Stock News
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● In a conference held in Hong Kong on 19 October, Google and
Samsung unveiled the new flagship Android smartphone, Galaxy
Nexus, running on Android 4.0 Ice Cream Sandwich OS.
● Samsung Galaxy Nexus features an impressive 4.65-inch display
with Super HD AMOLED, 1.2 GHz dual core processor, zeroshutter-
lag camera, sleek and contour display, and built-in NFC,
and runs on LTE or HSPA+, depending on markets.
● Apart from the impressive enhanced user interfaces, camera
functions, and ‘futuristic’ features like Face Unlock and Android
Beam (content sharing with NFC), Android 4.0 combines both
previous OS releases, Gingerbread (2.x for smartphones) and
Honeycomb (3.x for tablet), into a unified platform.
● As we discussed in our report The emerging era of thin and light
devices dated 9 September 2011, in our view the market has
been underestimating the impact this unified OS is likely to have
on the Android tablets market. Asustek, Quanta, Samsung
Electronics and Lenovo (partially) are our key buys on this theme.
Google and Samsung Galaxy Nexus
In a conference held in Hong Kong on 19 October 2011, Google and
Samsung unveiled the latest Android flagship smartphone—Galaxy
Nexus—running on Android 4.0 Ice Cream Sandwich OS.
Samsung Galaxy Nexus features an impressive 4.65-inch display with
Super HD AMOLED and 1.2 GHz dual core processor, and runs on
LTE or HSPA+, depending on markets. The phone comes with buttonless
design, 8.94 cm of thickness and extremely thin bezel. Its contour
display, sleek and curved body with “hyperskin” back offers natural
feel in gripping. It offers 1080p full-HD video capturing and low light
shooting. With a built-in NFC chip, the phone offers mobile payment
capability and proximity based actions. Samsung Galaxy Nexus will
be available in the US, Europe and Asia in November. NTT DoCoMo
in Japan is the first announced carrier for this device.
Android 4.0 features
Android 4.0 Ice Cream Sandwich has been designed to be simple,
consistent and fast. Roboto (a new font) provides a totally new look for
Android 4.0 which offers a new bold typeface for better readability on
small screens. Widgets are now resizeable and arranging
‘Homescreen’ is much easier with drag and drop. Creating files and
folders have become less complex in the new OS. It allows users to
organise their ‘Favourite Tray’ at the bottom of the screen for one-click
access. The new virtual keyboard has also been improved with better
prediction and accuracy, featuring in-line spell checker, and allows
users to copy, cut and paste more easily. The voice to text function
has also been improved to be instantaneous.
Android 4.0 features Internet browsers with tabs and allows users to
save websites offline. The new data usage monitoring and control
feature is neat and handy, allowing users to understand their data
usage pattern and better control over it. The enhanced camera
function with zero shutter lag makes photo taking instantaneous. The
People App is a new feature that pulls information from various social
networks like Facebook and LinkedIn. Voicemail can also be
controlled directly from the device for fast forward, play and delete.
Face Unlock and Android Beam
The most futuristic features on the new OS, in our view, are Face
Unlock and Android Beam. Face Unlock features facial recognition
technology to activate the phone instead of conventional type-in
passwords. Android Beam allows sharing of contents between two
devices by placing them in close proximity, enabled through NFC
(near-field communication). This feature enables the sharing of links
to webpage, map, Youtube video, people card, etc.
Android 4.0 eliminates the fragmentation of the OS
Most importantly, as expected, Android 4.0 Ice Cream Sandwich will
eliminate the fragmentation of its previous two OS releases by
merging Gingerbread (2.x for smartphones) and Honeycomb (3.x for
tablets) into a unified platform. In our view, the inability of the existing
Android smartphone (Gingerbread) user base to leverage their current
ecosystem into Android tablets (Honeycomb) has been one of the
critical factors behind the less-than-expected take-up of Android
tablets in 2011. With this unified OS we believe that the application
developers would now be encouraged to develop apps that work
across the Android user base—after all, we expect about 250 mn
users of Android smartphones by the end of 2011.
While Samsung has been the first company to launch a smartphone
on this Android 4.0 platform, we believe multiple launches are around
the corner and would closely watch the launch of the Transformer-2
tablet from Asustek (likely in November 2011).
Android 4.0 SDK is available now
While Android 4.0 devices are not available until November 2011,
apps developers can download the new SDK and UI toolkit now to
develop apps for both phones and tablets. By the time other hardware
makers launch Android 4.0 smartphones or tablets, users will have
access to an abundance of new apps. We expect the proliferation of
Android 4.0 apps to enable Android tablets to take off in 2012.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
● In a conference held in Hong Kong on 19 October, Google and
Samsung unveiled the new flagship Android smartphone, Galaxy
Nexus, running on Android 4.0 Ice Cream Sandwich OS.
● Samsung Galaxy Nexus features an impressive 4.65-inch display
with Super HD AMOLED, 1.2 GHz dual core processor, zeroshutter-
lag camera, sleek and contour display, and built-in NFC,
and runs on LTE or HSPA+, depending on markets.
● Apart from the impressive enhanced user interfaces, camera
functions, and ‘futuristic’ features like Face Unlock and Android
Beam (content sharing with NFC), Android 4.0 combines both
previous OS releases, Gingerbread (2.x for smartphones) and
Honeycomb (3.x for tablet), into a unified platform.
● As we discussed in our report The emerging era of thin and light
devices dated 9 September 2011, in our view the market has
been underestimating the impact this unified OS is likely to have
on the Android tablets market. Asustek, Quanta, Samsung
Electronics and Lenovo (partially) are our key buys on this theme.
Google and Samsung Galaxy Nexus
In a conference held in Hong Kong on 19 October 2011, Google and
Samsung unveiled the latest Android flagship smartphone—Galaxy
Nexus—running on Android 4.0 Ice Cream Sandwich OS.
Samsung Galaxy Nexus features an impressive 4.65-inch display with
Super HD AMOLED and 1.2 GHz dual core processor, and runs on
LTE or HSPA+, depending on markets. The phone comes with buttonless
design, 8.94 cm of thickness and extremely thin bezel. Its contour
display, sleek and curved body with “hyperskin” back offers natural
feel in gripping. It offers 1080p full-HD video capturing and low light
shooting. With a built-in NFC chip, the phone offers mobile payment
capability and proximity based actions. Samsung Galaxy Nexus will
be available in the US, Europe and Asia in November. NTT DoCoMo
in Japan is the first announced carrier for this device.
Android 4.0 features
Android 4.0 Ice Cream Sandwich has been designed to be simple,
consistent and fast. Roboto (a new font) provides a totally new look for
Android 4.0 which offers a new bold typeface for better readability on
small screens. Widgets are now resizeable and arranging
‘Homescreen’ is much easier with drag and drop. Creating files and
folders have become less complex in the new OS. It allows users to
organise their ‘Favourite Tray’ at the bottom of the screen for one-click
access. The new virtual keyboard has also been improved with better
prediction and accuracy, featuring in-line spell checker, and allows
users to copy, cut and paste more easily. The voice to text function
has also been improved to be instantaneous.
Android 4.0 features Internet browsers with tabs and allows users to
save websites offline. The new data usage monitoring and control
feature is neat and handy, allowing users to understand their data
usage pattern and better control over it. The enhanced camera
function with zero shutter lag makes photo taking instantaneous. The
People App is a new feature that pulls information from various social
networks like Facebook and LinkedIn. Voicemail can also be
controlled directly from the device for fast forward, play and delete.
Face Unlock and Android Beam
The most futuristic features on the new OS, in our view, are Face
Unlock and Android Beam. Face Unlock features facial recognition
technology to activate the phone instead of conventional type-in
passwords. Android Beam allows sharing of contents between two
devices by placing them in close proximity, enabled through NFC
(near-field communication). This feature enables the sharing of links
to webpage, map, Youtube video, people card, etc.
Android 4.0 eliminates the fragmentation of the OS
Most importantly, as expected, Android 4.0 Ice Cream Sandwich will
eliminate the fragmentation of its previous two OS releases by
merging Gingerbread (2.x for smartphones) and Honeycomb (3.x for
tablets) into a unified platform. In our view, the inability of the existing
Android smartphone (Gingerbread) user base to leverage their current
ecosystem into Android tablets (Honeycomb) has been one of the
critical factors behind the less-than-expected take-up of Android
tablets in 2011. With this unified OS we believe that the application
developers would now be encouraged to develop apps that work
across the Android user base—after all, we expect about 250 mn
users of Android smartphones by the end of 2011.
While Samsung has been the first company to launch a smartphone
on this Android 4.0 platform, we believe multiple launches are around
the corner and would closely watch the launch of the Transformer-2
tablet from Asustek (likely in November 2011).
Android 4.0 SDK is available now
While Android 4.0 devices are not available until November 2011,
apps developers can download the new SDK and UI toolkit now to
develop apps for both phones and tablets. By the time other hardware
makers launch Android 4.0 smartphones or tablets, users will have
access to an abundance of new apps. We expect the proliferation of
Android 4.0 apps to enable Android tablets to take off in 2012.
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