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Escaping PCs
The Windows PC market is contracting. The market data has been showing unit shipment declining for some time with the latest quarter having perhaps the steepest decline for two decades. What remains undocumented however…
Author
Farshad
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Spaceship
To anyone who has visited the current “campus”, it’s obvious that Apple has outgrown it some time ago. It’s also obvious given the increase in headcount and operational expenses over time as can be seen below: (I added…
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Happy Birthday iPad
The latest data on PC shipments from Gartner showed a decline of 11.1% from the first quarter of 2012. As we don’t yet have the final data on Apple’s Mac shipments, I used my estimate of 4.38 million units (14% growth as…
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Making rain
The following is a slightly edited transcript of a portion of the Critical Path podcast #79. I am reproducing it here for the sake of brevity and focus of discussion. — I’m going to try to put together an analogy…
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The Critical Path #79: Make It Rain
This week we cover a bit of Facebook Home, a bit of YouTuber economics, the best analogy ever heard for Google’s business model, and we kick off Auto industry analysis with the “Five Whys”-the paradoxical questions that…
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Samsung vs. Google: an Interview with Rafael Barbosa Barifouse of Redacao Epoca
On Mar 18, 2013, Rafael Barbosa Barifouse – Redacao Epoca – Editora Globo asked (and I answered): Q: Why is Samsung creating Tizen? A: I believe they are collaborating on Tizen development because they want an…
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Reasons for iOS outperformance in the US
The comScore mobiLens survey for the US ending February 2013 shows continuing rapid expansion of smartphone usage in the US. Even though the 50% penetration threshold was passed seven months earlier, the rate of new…
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The cost of building Galaxies (and iPhones)
Although Samsung and Apple are acclaimed as the leaders in profit capture for smart (and otherwise) phones, what is not lauded is how much they spend on capital equipment used in the making of these phones. In 2012…
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Happy Birthdays
Today is the iPad’s third birthday. It’s also the mobile (cellular) phone’s 40th birthday. Whereas the launch of the mobile phone was probably an obscure event, the launch of the iPad was greeted with derision. It is…
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The cost of selling Galaxies, updated
Thanks to @jtk0621 via twitter I was able to obtain a quarterly view into Samsung’s SG&A expenditures by cost category. The value of this data is in being able to understand why Samsung SG&A as a percent of sales remains…