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Is Tesla Disruptive?
To the analyst, the car industry is a wonderful study. Unlike some other “high technologies,” whose market births and deaths are separated by a few changes of the seasons the automobile industry has been around for well…
Category
Research
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The Asymco Trilogy with Horace Dediu Part 3 – The Asian Cars Edition – Analyse Asia with Bernard Leong
In the last and final part of the trilogy, Horace discussed the Japanese automotive industry, and provided interesting insights into how Japanese car culture contrasts against the European and US counterparts. Using the…
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The Asymco Trilogy with Horace Dediu Part 2 – Apple in Asia & Luxury – Analyse Asia with Bernard Leong
Horace Dediu, current fellow of the Clayton Christensen Institute and founder of Asymco.com joined us for an epic and insightful discussion focusing on few key interesting topics: (a) new market disruption theories, (b)…
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Schiller’s Law
We know how many iPhones Apple ships but we don’t know exactly how many of each model. We can try to come close in such estimates of “mix” by looking also at the market pricing of the phones and the average price Apple…
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The Asymco Trilogy With Horace Dediu 1 – New Market Disruption by analyseasia
Horace Dediu, current research fellow of the Clayton Christensen Institute and founder of Asymco.com joined us for an epic and insightful discussion focusing on few key interesting topics: (a) new market disruption…
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Unicornia
Unicorns typically are valued on the basis of number of users. While they are not yet monetizing those users, their growth and engagement metrics are expected to be off the charts. As there are no revenues (or profits)…
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iPhone, killer
Searching for “iPhone killer” returns millions of hits. It’s hard to remember any phone/product/service/platform/initiative/merger/startup which was not at some point considered an iPhone killer. A sampling is offered…
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Winning Against Non-consumption
In the fourth quarter of 2013, mobile phone sales in mature regions fell due to weaker demand.”Mature markets face limited growth potentialis the markets are saturated with smartphone sales, leaving little room for…
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The Instrument Makers | The Christensen Institute
When we think about how great theories are built, one pattern seems to pop up repeatedly: breakthroughs are preceded by the insight into one (n=1) insight. The key observation of an anomaly that disabused us of a false…
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How many iOS devices will Apple Ship in the next six months?
Of the $42.5 billion Apple spend buying capital assets ((Includes land and buildings $5.6b, Machinery, equipment and internal-use software $32.1b and Leasehold Improvements $4.7b)) more than half was acquired in the last…