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Mobile investments more lucrative than PC in 2012

Posted: 29 Dec 2011 ?? ?Print Version ?Bookmark and Share

Keywords:mobile market? cloud-based services? tablet market? PC shipments?

Investment bank Canaccord Genuity has unveiled its top tech picks for 2012. Leading the top ten are Qualcomm Inc. and Apple Inc. However, investors were warned to be wary of buying Intel Corp. stock in the coming months.

The strongest trends being tracked into the New Year centered on mobile, said Canaccord, with smartphone growth, mobile advertising and advanced embedded functionality leading the way. Cloud-based services were also a strong financial bet, the firm said.

"While we anticipate global handset units will increase by 7 percent YoY in 2012 to 1.72 billion units, we anticipate much faster growth trends for the smartphone�market. In fact, we are modeling 481 million smartphone units in 2011 ramping to 650 million units in 2012, or 35 percent YoY growth," noted a�Canaccord report.

The bank said it expected to see continued strong sales of Apple's iPhone and iPad, despite the upcoming launch of a slew of competing tablets from competitors in 2012. "We believe Android tablets will continue to struggle given the limited number of apps designed specifically for tablet form factors," said the firm's analysts.

Windows 8 tablets, set to launch in the second half of 2012 could see success in "certain markets" according to Canaccord, noting that this was particularly likely within the enterprise sector which sports a large install base of Microsoft enterprise software, but even then, the iPad is expected to continue its tablet market domination.

In terms of mobile chips,�Canaccord was most bullish about Qualcomm's prospects, saying the firm was "well-positioned to grow faster than the handset market for the next several years."

Qualcomm's success, said the bank, was thanks mainly to on-going Snapdragon momentum, especially its new 28nm products, as well as increased traction for the firm's integrated strategy in mid-tier smartphones, improving 3G CDMA mix in China, and new market opportunities such as the tablet and Windows 8 markets.

Snapdragon is already powering over 300 mobile devices, with another 350 or so said to be in the design pipeline, and Qualcomm has a 100 percent share of Windows Phone 7 smartphones to boot.

While the mobile market continues to thrive, the PC market persists in its near-term softness, said Canaccord, owing to the lingering effects of recent inventory correction as well as the devastating consequences of the Thailand flooding and the resulting HDD shortage. While soft, however,�Canaccord does believe that the very worst has now passed.


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