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We’ve been very, very focused on China. China, we’ve had incredible success with iPhone. Over the past few years, we’ve gone from a few hundred million dollars of revenue in greater China, to last year $13 billion. So we…
What will iPads grow up to be? We talk about how measurements of the market show an unprecedented growth in mobile computing and how that leads to a new context for computing along axes of non-consumption. That could…
I truly believe, and many others in the company believe, that there will come a day that the tablet market in units is larger than the PC market. Tim Cook Discusses Q1 2012 Results – Earnings Call Transcript – Seeking…
When cellular phones emerged in the 1980’s wireline phone service was excellent. Penetration was at 99 percent in the United States and prices had never been cheaper. The industry was deregulated and phone companies were…
The most challenging part is how you’re going to tell a story with just images and no words. Words are very efficient but my belief is that to say the important things you don’t use words. Knowing that when you do your…
The latest data from Google shows that the Android activation rate is increasing at a relatively steady rate (i.e. acceleration is constant). The data provided so far is in the blue circles below. The green line is the…
In January I noted that there were more iPads sold by Apple than PCs from HP, the largest PC vendor in the fourth quarter. Including all tablets, this is the distribution of market shares by units shipped. Note the…
Last week I made an attempt to measure the iPhone’s manufacturing cost given new data points from the Foxconn field trip. The post generated a great amount of new knowledge and the feedback was very valuable. The main…
This is a summary view of Apple’s income statement for the fourth quarter of 2009, 2010 and 2011. The full size is 999×893 pixels. Click on image below for full size bitmap. The convention used is to show revenues in the…
Registration for Asymconf opened one week ago and about 42% of the available capacity has been reserved. For those who have registered and those who are considering registration, this is a brief introduction to how the…