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What's the opposite of price erosion?
In the mobile phone industry, and indeed, in most technology sectors, price decline is a fact of life. Component prices tend to drop while their performance increases. This rapid obsolescence drives prices down…
Author
Farshad
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Making it up in volume? How to view unit profitability vs. volume in handsets
The following chart shows the third quarter’s profitability of eight top phone vendors as a measure of phones sold multiplied by profit per phone. I’ve added the pie-chart showing the rectangular areas as a percent of…
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Postcards for Asymco: metropolitan distribution of views by operating system
Based on a reader query, I tried to find out where, by city, my readership is concentrated. I also sought to break this audience down by operating system. Here are some observations: For the last 30 days, here are the…
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Apple as mobile phone vendor: First in profit, second in sales and fourth in units
Change in top mobile phone vendor market, sales and profit shares rank over time:
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Last quarter Apple obtained 4% unit share, 22% sales value share and 50% of profit share
Pie charts showing 13 quarters of mobile phone market evolution between the largest vendors. Pure play smartphone only vendors are shown with exploded wedges. The disruption continues.
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Trading Places: How Apple climbed into the Top Tier
Apple reached fourth place in ranking of top phone vendors by units sold. I guess that makes it a “top tier” vendor. So how did it get there? Here is a chart showing how market share evolved since the quarter when iPhone…
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iPhone share of all phones sold is now above 4% and continuing to rise
I am dead serious. I am now convinced that we have enough data to determine for a fact that Apple will not only see a dramatic decline in quarter-on-quarter sales in units of the iPhone this January-March quarter (which…
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Apple trading even with the S&P 500
From the Apple 10K: The following graph shows a five−year comparison of cumulative total shareholder return, calculated on a dividend reinvested basis, for the Company, the S&P 500 Composite Index, the S&P Computer…
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Turley Muller: Warranty Expense Crimps Apple's Margins in 4Q10
If estimated warranty expense had remained constant in absolute dollar terms ($150M), GM would have been 38.4% vs 36.9%. If If estimated warranty expense had remained constant in as a percentage of revenue (1%), GM would…
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LG continues to lose money in mobile phones
LG saw its profit fall apart today as its summer results were hurt by its weakness in phones. Its profit plunged 99 percent, down from $805.6 million a year ago to $6.7 million. The Korean company was dragged down by its…