An Amazon-branded smartphone have been going around the rumour mill for years now, but the device never seemed to see the light of day. Now, an analyst is saying that we may see the said device in 3-6 months.
Normally, we don’t put too much stock in what analysts have to say, but this analyst is different. This is KGI Securities’ Ming-Chi Kuo, an analyst who has proven to be accurate predicting Apple’s plans even before the Cupertino firm’s products are unveiled. Now he is predicting Amazon’s smartphone plans.
In a note to clients obtained by BGR, Kuo writes, “We predict Amazon (US) will launch its own brand smartphone in 3-6 months, using the same hardware strategy as used for its e-reader and tablet. The supply chain will start stocking up materials in 2Q14 for production. We estimate required components will amount to 700k-1.2mn units, and assembly to 300-600k units. Related suppliers will start to see benefits in 2Q14.”
Speaking about the smartphone’s “key feature,” Kuo writes, “The key feature of the smartphone, we believe, will be the six cameras. Aside from the main camera, which is used to take pictures, and the sub camera, used for video conferencing (these are both found in all smartphones), we think the other four cameras will be used for gesture control, allowing users to operate the smartphone without touching the touch panel.”
He adds, “Given the highly competitive smartphone market, Amazon will have to provide users with a unique experience to differentiate its phone from other brands. It would do this by integrating the smartphone with its own services such as e-commerce. If Amazon’s smartphone is a hit, we would expect shipments to grow significantly due to the hardware features and business model. At the current stage, when market acceptance is unclear, we preliminarily forecast shipments of 300-600k units in 2Q14 and 2-3mn units in 2014.”
According to Kuo, the Amazon smartphone will sport a Snapdragon 801 chip, a 4.7-inch screen with pixel density ranging from 300ppi to 320ppi, a Sony-made 13-megapixel rear-facing camera, Primax secondary cameras, and a battery ranging from 2000mAh to 2400mAh.
Kuo concludes, “While Amazon’s smartphone is at the experimental stage, we think its hardware features and business model may have the potential to garner a positive market reaction, fueling robust sales growth. If this is the case, we believe the shares of top beneficiaries Sunnic and Primax will outperform accordingly.”
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