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[Goldman Sachs analyst Bill] Shope also expects both iPad and iPhone sales to exceed expectations in 2011; he sees sales of 37.2 million iPads next year, “which could potentially make Apple one of the largest vendors in…
[Updated] [ITG sent an explanation of their methodology and there is no indication that the data represents inside information.] Assuming the data is accurate, we are going to dive into it but I will state up-front that…
When comparing smartphone platforms it’s tempting to consider the global market as unified and commonly addressable. However, when you look at individual countries some strange patterns of behavior emerge: Although some…
In the latest version of Android, Google shifted from bitmaps to vector rendering for maps. The shift is probably more a function of available processing power on the device than a strategic shift to position value on…
The difficulty in analyzing the smartphone market lies in its extremely rapid growth. With the market growing at 90% (and 400% in some areas like China) the forces of demand and supply are disconnected. It’s impossible…
60.7 million people in the U.S. owned smartphones during the three months ending in October, up 14 percent from the preceding three month period, representing 1 out of every 4 mobile subscribers.[…] Despite losing share…
Yesterday I attended the first meeting of the Forum for Growth and Innovation. It’s an initiative where practitioners of Clayton’s Christensen’s theory of innovation can review new academic research before it’s…
According to Morgan Keegan analyst Tavis McCourt Chinese consumers purchased 8 to 10 million smartphones last quarter–implying 400% growth from the 2 to 3 million last year. How quickly things change. According to…
I’ve been traveling the past few days and did not have access to substantial enough bandwidth to make meaningful contributions to the blog. However, I will be online for the next few days and will catch up. One…
The release of the iPhone is rightly acclaimed as a watershed event in the history of telecom. It was a sensation. But it was also a product that was widely underestimated and dismissed. Even today expert opinion is…