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Estimates

  1. Analysts predict iPad sales (part II)

    · · Research

    After 12 million units sold in 28 60 days, it’s time to review the analysts’ predictions: First year iPad unit forecasts (sourced from TMO Finance Board) Looks like at least half two thirds of these guys have already…

  2. IDC: I Dream of Claim Chowder

    · · Research

    A few eyebrows were raised when Microsoft presented a slide at a French event where they made the claim that 30 Million Windows Phone devices would be sold by the end of 2011. Given that the first Windows Phone won’t…

  3. Apple's Growth Scorecard

    · · Research

    Apple’s growth and its disconnect with valuation has been a common theme on this blog. For another look at this conundrum I present here a table of Apple’s year on year sales growth by product line and its top and bottom…

  4. Global smart phone OS shares (part II)

    · · Research

    On May 5th, I tried to fill in the blanks on Global smart phone OS shares | Asymco. I estimated that the shares for the mobile OS’s were as follows (based on Canalys partial data): Now Gartner has published their…

  5. Global smart phone OS shares

    · · Research

    In the free press release linked below Canalys reveals their estimates of vendor shares but not the OS shares for smartphones. However it’s not hard to see the OS split due to the high degree of exclusivity of OS’s to…

  6. iPad screen order book at 13 million units

    · · Research

    3:1 split between LG and Samsung. No word on timing for this production, but I doubt it’s longer than one year. My estimate is 6 million 2010 and about 15 million for calendar 2011. Samsung Gets Big Order for iPad…