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American exceptionalism
The second quarter showed continuing growth for Android with 19 points of share growth from a year ago. Only Windows Phone showed a gain y/y in share up 1.6 points to about 3%. In the same time, Bada lost half a point,…
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How many smartphones did Samsung ship in Q2?
50.2 million. That’s the estimate from IDC. So why bother asking? Because that is an estimate. Of the 104 million Android phones shipped in the quarter (itself an estimate from another, possibly different methodology), I…
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Samsung's basis of competition
Samsung has been selling smartphones for a relatively short time. Although the company sold Windows Mobile, Linux and PalmOS during the last decade, it did not gain significant volumes until it began selling Android…
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Apple Store Operational Economics
In a footnote to my last post on Apple Retail (The face and the brand) I used data on operating performance from Apple and an assumption about employee salaries (which turned out to be low) to estimate that about 7% of…
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5by5 | The Critical Path #49: Fly me to the Moon
Horace takes another look at the aviation industry and asks whatever happened to air taxis. Then we go back to the manufacturing miracle of WWII in order to ask what might be the limits to growth. That helps us describe…
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Exclusive interview with Asymco's Horace Dediu | The Tech Block
Horace, you spent nearly a decade at Nokia, where you worked as a business development manager and industry analyst. Did you foresee their current, increasingly dire situation? I did not see an explicit downfall. I…
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Measuring iOS as a gaming platform
At this year’s WWDC Apple offered an update on Game Center accounts. The data we have so far is shown in the following graph. Before being acquired, another network, OpenFeint, announced 180 million iOS accounts in…
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How many iPhone “5''s will be sold?
Phil Schiller stated (under oath) that when assessing sales for a new model of the iPhone, Apple used an easy shorthand: Each new generation sold approximately equal to all previous generations combined. That’s a helpful…
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The biggest loser
According to data from comScore, in the past 24 months 50 million Americans became Android phone users. In the same time frame Apple added 24 million iPhone users. As I mentioned in my Asymmetric Competition post, it…
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Perspective and Context in Personal Computing
The Mac grew at the extremely low rate of 1.8% over last year’s second quarter. Although it grew faster than the Windows PC market, the gap has narrowed quite a bit. The following graph shows the growth of the two…