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Visualizing Global Telecom Markets
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Category
Research
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How many iOS devices will be sold in 2012?
There are several methods I turn to when estimating device sales. The first is to look at so-called top-down views of the demand. This method takes a view of the overall phone market and assumes share for smart devices…
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Apple could buy the mobile phone industry | Updated
The last time I did this comparison (Apple could buy the mobile phone industry | asymco) was in June after the end of the second quarter. The following chart is an updated look. Here is a discussion of the changes since…
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The AMP Index for Q3
The Asymco Mobile Performance (AMP) index is an unweighted average of: For major phone vendors. The raw data for each share is shown in the following charts (note change of vertical scale: each gridline represents 10%).…
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Where is Microsoft's growth going to come from?
Microsoft is a stable business. Apple isn’t. The following charts compare the two. The two charts on top show revenues, subdivided into product lines. Microsoft is on the left and Apple on the right. Note that the…
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Is Innovation Valuable?
I began thinking carefully about Apple in 2005 when the stock was priced at around $55/share. I remember that the events which made me consider Apple in a different light were the launch of the iPod shuffle and the…
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The Global Smartphone Market Landscape
There is finally enough information to try to give an estimate of the smartphone market as a subset of the overall phone market. The chart to the left shows the overall picture. To sum up: The smartphone market has now…
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The end of the dedicated portable device
On October 27th, Nintendo published half year results for the fiscal year ending in March 2012. Management stated that the company lost over $900 million with a negative outlook. Nintendo cited weaker than expected sales…
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Apple's Guidance Deficits
Every quarter Apple’s management issues a “guidance” or forecast of their own earnings in the following quarter. Over the years, this figure has been nearly useless because not only is it not accurate, the error itself…
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Pac-Man
I recently posted a comparison between the profit capture of phone vendors in 2007 and the most recent quarter: The idea was to show what a disruption looks like. A phenomenon where an entrant with none of the advantages…