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What has Android done for Apple?
One of the most popular themes running through the mobile phone industry this year has been the unprecedented growth in Android adoption. I’ve argued that the adoption was initiated on the supply side by vendors and…
Category
Research
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[Updated] RIM's sales down 15% in the US, up 112% outside the US
First, a round-up of the quarter’s numbers: For comparison, here are a select few vendors’ smartphone reported shipments. RIM is the first to report and we’ll be hearing the the rest by the end of January. The number…
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It's time for Apple to look at owning factories again
Toshiba plant to make LCD panels for Apple: report | Reuters. Apple will invest in a portion of the investment for the factory, the Nikkei said. This is one of the more interesting news items I’ve seen for a while.…
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Asia drives Android
Andy Rubin, the executive in charge of Google’s mobile software effort, said that international expansion lay behind the latest advance. Speaking in an interview with the Financial Times, he also predicted that a boom in…
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Analyzing the iPad as a computer: from a whisper to a roar
[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…
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Verizon Strikes Out in Smartphones [Updated]
[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…
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Smartphone parochialism: How operator policies prevent or promote platform adoption
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…
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The asymmetric competition between Google and Apple app stores
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…
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When markets are supply constrained purchase decisions are not based on product performance
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…
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Half of US population to use smartphones by end of 2011
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…