My Patrix site
The Apple doctrine
The best way to get to the essence of any company is by evaluating its priorities. These priorities are like an unwritten constitution. The analog in theology is dogma which when codified becomes doctrine. In law it’s…
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Smartphone users still prefer branded phones
The smartphone market has grown threefold in the span of three years. However, as noted previously, the share of units running a licensed OS has not grown dramatically. The following chart shows the vendors’ shares with…
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Comparing Share of Growth: Integrated smartphone vendors held their own in Q4
The smartphone market grew to about 100 million units last quarter. That’s nearly double what it was a year earlier and triple what it was three years earlier, the year the iPhone made its debut. Few markets grow this…
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Nokia employs as many people to develop its smartphone software as Apple does to develop all its products
In a recent post I pointed out that Apple’s R&D was about 2.2% of sales in the last quarter. Bernstein took a look at the R&D for Nokia and presented a chart showing the difference between the mobile industry players in…
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Calling the end of innovation in mobile computers
People are lining up to call the market for mobile phones. Analysts and amateurs alike are connecting points on charts and predicting with confidence the future of mobile platforms. Consensus is forming that there is no…
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The remarkable stability of pricing
Prices provide accurate, independent signals about where, when, and how to create and deploy value-creating innovations. The mechanism of free markets signals what should be rewarded and what shouldn’t. When comparing…
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The Asymco way
When I started Asymco.com I did not have a plan. I did not have a policy or vision statement. I wrote what I found interesting. I knew nothing of blogging or of web publishing as a business. Over the following nine…
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Making it up in volume: How profit and volumes traded-off in the fourth quarter
Today’s charts show the amount of profit captured by the top eight public mobile phone companies in two different ways. The first, as a bar chart: The second shows the way they captured it by taking into consideration…
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Google as Android "Vendor"
In a recent tally of mobile OS market share estimates from Canalys, the market was organized by OS vendors. The number of devices sold by operating system vendor includes as many OS’s as each vendor may supply. For…
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The iPhone share: 17.25% of smartphones, 4.2% all phones
The mobile phone market is growing rapidly. It grew 18% in the last quarter. The smartphone market grew even faster, about 75%. To grow share in this market means growing even faster than the market. What we can see from…