My Patrix site
HP's decade-long departure
HP’s sudden departure from a business model that has sustained the company since inception is symptomatic of the passing of an era. Yesterday HP announced that it would exit the PC and tablet computer business, focusing…
Category
Research
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Google's Strategic Mistakes Drove Motorola Buy – Horace Dediu – Harvard Business Review
My thanks to Eric Hellweg, HBR editor, for offering the opportunity to write in the Harvard Business Review blog and the help in editing and sharpening the message. You can read the article here:Google’s Strategic…
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The perils of licensing to your competitors
Google’s acquisition of Motorola is clearly designed to be an acquisition of Intellectual Property rather than an entry of Google into the phone business, but the impact on the business will be felt in many ways. It is…
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A motion chart for the mobile phone market
The charts published here typically show data across two dimensions, (X-axis and Y-axis). Since many times we have to look at data over these dimensions and through time, there are no easy ways to do it without some…
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Mobile phone market evolution: An animated view
I took the stacked cascade chart of profit/phone x phones sold into a multi-quarter animation subtitled “The evolution of Shipments, Revenue, Profitability and Cost structure of eight vendors selling mobile phones…
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Updated AMP Index for Q2
This is an updated view of the AMP index including Q2 data. As a reminder, the AMP (Asymco Mobile Performance) index is an unweighted average of four “shares”: You can see the last quarter’s standings here. The updated…
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155 million American mobile phone users don't use smartphones
ComScore’s latest survey data shows the following net user gains in the US smartphone installed base: In summary, the key data points for June: Installed platform shares for the US market are shown in the following chart…
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The Mobile Marshalling Yard
The phone vendors’ ranking relative to each other on three measures of share (Unit or Volume, Revenues and Operating Profit) is shown below: Although not much changed in the unit rankings since last quarter, revenues did…
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The fate of mobile phone brands
The violence with which new platforms have displaced incumbent mobile vendor fortunes continues to surprise. This while entrants have grown share in spectacular fashion: The picture of platform share over time looks like…
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A new view into the phone market
The profitability (aka Profit/Phone x Phones Sold, aka Rawr) chart is a great way to see the “shape” of the industry at a glance, with attention to volume and profitability. What is missing however is a perception of the…