Skip to main content

Holiday Consumer Electronics Upside

Many high-tech holiday shoppers are bypassing bargain bins in favor of high-end electronics. Revenue from holiday sales of personal electronics is expected to rise 9 percent over last year, says the Consumer Electronics Association.

�Computers The average price of a PC jumped 11 percent during the first week of the holiday season from a year ago, says researcher Current Analysis. That compared with a 3 percent decline in 2004. Shoppers are splurging for laptops, which usually cost more than desktops, says Current Analysis analyst Samir Bhavnani.

�Video game systems. Microsoft's new Xbox 360, which comes in $300 and $400 models, appears to be a hit. Although Microsoft hasn't released sales figures, many stores sold out shortly after it launched on November 22. The Xbox 360 was the No. 1 search last week on Shopping.com, a shopping website. Also in the top 10 searches: Sony's PlayStation Portable ($250).

�Music players. Apple recently released two digital music players: the Nano (in $199 and $249 models), and video iPod ($299 and $399). Surprisingly, the more expensive iPods have been selling as well, if not better, than the lower-priced ones early in the shopping season, Bear Stearns equity analyst Andy Neff said in a research note. Some stores are running out.

�Cellphones. Sales of Nokia's 8801 cellphone ($899), available from Neiman Marcus, have "far surpassed" expectations, spokesman Keith Nowak says.

Popular posts from this blog

How AI Reshapes a $360 Billion Foundry Market

Few technology sectors sit as close to the center of gravity in today's artificial intelligence (AI) economy as semiconductor manufacturing. Every AI chip that trains a frontier model, every GPU that powers a data center inference workload, and every power management IC that keeps hyperscaler facilities running traces its origins back to the global Foundry ecosystem. IDC's latest market study throws that reality into sharp relief, projecting that the broadly defined Foundry 2.0 market will surpass $360 billion in 2026, a 17 percent year-over-year gain that would have seemed optimistic even two years ago. For anyone advising boards or investment committees on technology and AI infrastructure strategy, this growth trajectory demands careful consideration. Foundry 2.0 Market Development The umbrella term covers four distinct verticals: pure-play foundry, non-memory integrated device manufacturer (IDM) production, outsourced semiconductor assembly and test (OSAT), and photomask fab...