My Patrix site
Margin Call 2
I expected Apple’s margins to improve last quarter. They didn’t and so the question I needed to answer is why. Here is a history of Apple’s gross margin and operating margin as reported since late 2005: For a company…
Category
Research
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Asymco Workshops Australia 2013
I will be in Australia in May and thought to invite local readers to join me for a few hours of in-depth discussion on the future of our industry. I plan to have an event in Sydney on the 3rd in the morning (9:00 to noon…
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The job the iPhone is hired to do, part II
I repeat what I’ve mentioned before: The iPhone is primarily hired as a premium network service salesman. It receives a “commission” for selling a premium service in the form of a premium price. Because it’s so good at…
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Interview with Chosun Daily of Korea about Apple
The following interview took place by email on April 15th, 2013. 1. What are the truth and false about the ‘Apple shock’ currently? In what perspective should we see this? First, I’d point out that during Steve Jobs’…
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Lumia: Is the light visible?
The following graph shows the history of smartphone volume shipments from Nokia. Lumia sales have increased to 5.6 million units last quarter. Up from 4.4 during the previous quarter. Symbian devices have nearly…
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Horace Dediu Interview – Why Businesses are more Fragile than People
The best and brightest are usually put to work on optimisation, and asked to improve the way things work. ‘Can you make it better, faster, and stronger?’ They will then go forward and solve the inefficiencies, and that’s…
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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…
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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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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…