My Patrix site
The US smartphone landscape
comScore published the latest data regarding US smartphone installed base. To summarize: Of the platforms available, Android reached 39 million users, RIM 16.5 million, Apple 24 million and Microsoft about 5 million.…
Author
Farshad
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The end of the independent phone brand
As shown in the yesterday’s post, in the third quarter, overall mobile phone profitability declined. The eight vendors I use as a proxy showed a total net profit of $8.51 billion, down slightly from $8.57 billion and a…
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Revolutionary User Interfaces
A few years ago, around the middle of the last decade, the mobile phone market was characterized by the rivalry between a few established vendors. These were Nokia, Samsung, LG, Motorola and Sony Ericsson. These…
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5by5 | The Critical Path #12: Back to the Future
Episode #12 • November 2, 2011 at 5:00pm Dan and Horace talk about the tension between relying on data and using intuition to make strategy decisions. We also apply this dual approach to think through the next evolution…
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Apple Investor Summit
This is a quick note that I’ll be speaking at the Apple Investor Summit, March 15-16, at the Los Angeles Convention Center. My topic will be the analysis of Apple’s capital structure for strategic insight. Apple…
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The Mobile Phone Landscape
I collected all the data available so far and created a new graph that illustrates the complete market evolution over a three year period. I chose a particular color scheme where shades of blue represent non-smart…
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Apple's Residual Enterprise Value is less than 7x Earnings
In his third “The Critical Path” podcast, Horace Dediu explained how Apple’s cash can be viewed as a strategic option, an opinion that resonated also with other analysts [1]. Cash is one of the most flexible resources as…
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Estimating Samsung's smartphone mix
Samsung no longer reports mobile phone shipments. The company’s phone market performance reporting is limited to the following: Shipment : High-20%↑YoY (low-20%↑QoQ) ASP : Slight increase QoQ As the company did not…
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Assessing the Smart TV Opportunity
There has been increasing chatter about a new TV being developed by Apple. My opinion on the subject was summarized in the post called Tele Vision. I contend that a TV cannot be smart until the content it delivers…
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The tipping hand of production: How Apple foreshadows iOS volumes
Prior to the third quarter earnings report I discussed a part of Apple’s balance sheet related to tangible assets (Plant, Property and Equipment). In a series of three posts I covered the Land and Buildings (data centers…