My Patrix site
Category
In celebration of one year of Asymco.com, the Asymco store is now open. Home – Asymco Store I am extremely grateful to Michael Burgstahler of Two Tribes design for leadership in creating the first t-shirt design: Based…
“Jim and Mike brought the company to where it is … which is part of the biggest problem they’re facing,” said Charter Equity analyst Ed Snyder, who has covered RIM since its public listing in 1997, two years before the…
Microsoft gets $5 for every HTC phone running Android, according to Citi analyst Walter Pritchard, who released a big report on Microsoft this morning. Microsoft is getting that money thanks to a patent settlement with…
Measurements of “share” are abundant. There is journalistic value in summarizing performance in a single figure of “share” but it usually is a very limiting view. For example in the global mobile phone market there are…
Last fall I introduced the “vector space” model of visualizing vendor performance. It shows performance along two dimensions: market share growth vs. profit share growth for a set of competitors. When introduced, I chose…
The phone market excluding smartphones is not growing. Over a three year period it grew at 2% compounded. The following chart show the make-up of the market by vendor. Since it is not expanding rapidly, share over time…
In the last post, I highlighted the difference between smartphones and non-smart device sales last quarter. The trajectory of share growth for smart devices would appear to have accelerated due to Android. The following…
The smartphone market grew to about 100 million phones last quarter. The volumes grew sequentially and as a result reached a new record share of 27% of total phones shipped. The chart on the left shows how this market…
The challenge with any performance metrics is that there is no single measure of business performance which is conclusive. The last few posts have covered mobile phone vendor performance measured by various methods.…
I produced two alternate views of the primary mobile phone brands in terms of volumes sold and operating profit in Q1. These views[1] allow a comparison by categorized competitors. I grouped dedicated smartphone vendors…