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50.2 million. That’s the estimate from IDC. So why bother asking? Because that is an estimate. Of the 104 million Android phones shipped in the quarter (itself an estimate from another, possibly different methodology), I…
Samsung has been selling smartphones for a relatively short time. Although the company sold Windows Mobile, Linux and PalmOS during the last decade, it did not gain significant volumes until it began selling Android…
In a footnote to my last post on Apple Retail (The face and the brand) I used data on operating performance from Apple and an assumption about employee salaries (which turned out to be low) to estimate that about 7% of…
Horace takes another look at the aviation industry and asks whatever happened to air taxis. Then we go back to the manufacturing miracle of WWII in order to ask what might be the limits to growth. That helps us describe…
Horace, you spent nearly a decade at Nokia, where you worked as a business development manager and industry analyst. Did you foresee their current, increasingly dire situation? I did not see an explicit downfall. I…
At this year’s WWDC Apple offered an update on Game Center accounts. The data we have so far is shown in the following graph. Before being acquired, another network, OpenFeint, announced 180 million iOS accounts in…
Phil Schiller stated (under oath) that when assessing sales for a new model of the iPhone, Apple used an easy shorthand: Each new generation sold approximately equal to all previous generations combined. That’s a helpful…
According to data from comScore, in the past 24 months 50 million Americans became Android phone users. In the same time frame Apple added 24 million iPhone users. As I mentioned in my Asymmetric Competition post, it…
The Mac grew at the extremely low rate of 1.8% over last year’s second quarter. Although it grew faster than the Windows PC market, the gap has narrowed quite a bit. The following graph shows the growth of the two…
We turn our attention to the notion of competition. It’s a concept that has many contradictory connotations. What we anticipate as sporting or fair is never the way business or war is conducted. How should you think…