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Research

  1. iPad outsells iPhone (part II)

    · · Research

    “Checks indicate that US iPad sales remain strong post-launch, driven by rising consumer visibility to iPad’s user experience, sustained PR/word-of-mouth marketing, 3G iPad launch, and broadening iPad apps/content,”…

  2. The Next Billion Users

    · · Research

    Five weeks ago Apple forecast 100 million iPhone OS devices will be sold by summer. This was fairly easy to predict but the question comes up: when will the next 100 million be sold? And what about after that? The iPhone…

  3. Legal Tender

    · · Research

    About a month ago, we said we’d like you to use a credit card when you buy your iPad, and that was the best way we could think of to make sure that people only brought two per individual,” said Johnson. “And then it came…

  4. Apple's Growth Scorecard

    · · Research

    Apple’s growth and its disconnect with valuation has been a common theme on this blog. For another look at this conundrum I present here a table of Apple’s year on year sales growth by product line and its top and bottom…

  5. Global smart phone OS shares (part II)

    · · Research

    On May 5th, I tried to fill in the blanks on Global smart phone OS shares | Asymco. I estimated that the shares for the mobile OS’s were as follows (based on Canalys partial data): Now Gartner has published their…

  6. iPhone has 72% of Japanese smartphone market

    · · Research

    In December I reported iPhone controls 46% of Japanese smartphone market | Asymco. Five months later Apple’s share has reached 72%. According the MM Research, 1.7 million iPhone were sold in the fiscal year ended March…

  7. Will Apple rule the iPad market? (part II)

    · · Research

    Continuing from Will Apple rule the iPad market? | Asymco. The first claim is that it is unclear if [Apple] will end up dominating the market the way it has come to rule the digital music player market with the iPod.…

  8. Will Apple rule the iPad market?

    · · Research

    This question sounds like a tautology. It’s like asking “Will Apple rule the iPod market?” But redundancy has not stopped WSJ journalist Benjamin Pimentel from asking. His answer to the question is below: But while Apple…