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The most interesting juxtaposition in market data happened this week. Apple announced 9 million units of the iPhone 5s/c sold in their opening weekend while BlackBerry recognized 3.7 million smartphones sold in the three…
Apple today announced it has sold nine million new iPhone 5s and iPhone 5c models in the first three days after their launch. This performance is illustrated in the following graph: Note that the data is normalized to…
My thanks to Niaz Uddin for asking some good questions and posting my replies: Horace Dediu on Asymco, Apple and Future of Computing | eTalks. Full interview is here, excerpts below: Niaz: Why do you study Apple? Horace:…
Asymcar 4: Death of a salesman | Asymcar. Are cars sold or purchased? Horace Dediu and Jim Zellmer discuss automotive “ecosystems” vis-à-vis Apple and Tesla’s direct sales model. We further dive into the rigidity and…
One of the curiosities of the mobile phone market is how vast it is but also how heterogeneous it has always been. I wrote about this in 2010: Smartphone parochialism: How operator policies prevent or promote platform…
My thanks to Eric Jackson for his thoughtful questions and post on Forbes.com. You can read full interview here but I repeat a few non-biographical questions and answers here for discussion: An Interview With Horace…
Product, Promotion, Price, Positioning and Placement: The iPhone at seven. The 5C as a new product and the prospect for price reduction. The positioning of the 5S and the potential for the M series and Touch ID. via 5by5…
I recently tweeted that any discussion related to wearable technology needs to begin with a description of the job it would be hired to do. Without a reason for building a product, you are building it simply because you…
When looking at the Race to a Billion data I noticed that some platform adoption ramps look quite different from others. It’s not just a matter of “slope” or rate of growth but a distinctly different shape. If you look…
One of the enduring mysteries of the iPhone has been its lack of a portfolio. After six years it seems that Apple has finally acquiesced that there should be one, albeit currently limited to two items. The second enigma…