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The following chart shows the units, sales and profit shares for the top eight phone vendors. The fourth quarter did not see change in the ranking of the top eight vendors except for Sony Ericsson dropping in sales rank…
In the earnings Q&A Stephen Elop used the word ‘Platform’ once, ‘Operating System’ three times and ‘Ecosystem’ 15 times. Though they seem interchangeable, the three phrases have significant differences in meaning.…
To me, Apple exists in the spirit of the people that work there, and the sort of philosophies and purpose by which they go about their business. So if Apple just becomes a place where computers are a commodity item and…
Yesterday I made my predictions on Nokia’s new platform strategy. They should be treated as pure guesswork, but they are informed guesses. I based them on public information. That information comes in the form of…
Since reporting on the 18th, I’ve mostly finished going over the the fourth quarter Apple data. Here is a quick summary of the articles that covered the financial and product performance: Subject Article Cash Having…
The smartphone market grew 73% in Q4. Here are the growth rates for vendors which regularly report smartphone sales: Samsung is not consistent in reporting smartphones and we don’t have year-ago data but the following…
Biggest share winner: Other. The trend toward ZTE, Huawei and others taking volume share from the traditional incumbents continues. Smartphones continue to capture value share. Dedicated smartphone vendors HTC, RIM and…
Nokia must compete on an ecosystem to ecosystem basis. In addition to great device experiences we must build, capitalize and/or join a competitive ecosystem. The ecosystem approach we select must be comprehensive and…
During the calendar year 2010 Apple spent nearly $2 billion in R&D. That is a significant increase from $714 million in 2006. However, as a percent of sales, R&D spending has decreased. Sales have grown more rapidly than…
‘Any argument that a pad is not a PC is simply out of sync,’ said Chiam. ‘With screen sizes of seven inches or above, ample processing power, and a growing number of applications, pads offer a computing experience…