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Android Economics
Charles Arthur, writing for The Guardian, has noted that court filings seem to be revealing Google’s Android revenues. If this is the case, we have a significant breakthrough in understanding the economics of Android and…
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Industry
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RIM to give up
RIM’s CEO, Thorsten Heins was quoted as saying, “We plan to refocus on the enterprise business and capitalize on our leading position in this segment. We believe that BlackBerry cannot succeed if we tried to be…
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The parable of Nintendo
With the launch of the Wii console, Nintendo averted disaster. When the Wii launched in late 2006 Nintendo had been facing the simultaneous attack from the “seventh generation” Xbox 360 which launched a year earlier as…
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The new feeds and speeds: iPad vs. MacBook Air and iMac
At last year’s iPad 2 launch, I compared the specs of the newly announced iPad with those of a laptop and desktop from five years earlier. This year I am comparing the new iPad with Apple’s computers from four years…
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When will tablets outsell traditional PCs?
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…
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Why total net profits are not conserved
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…
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When will Android reach one billion users?
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…
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The value of the OS X monopoly
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…
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iPhone sine qua non
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…
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The opportunity cost of Windows Phone
The global mobile OS market shares for Q4 shows a continuing (but diminished) leading share. At the end of last year Android’s unit share reached 51% which is down from about 57% during the third quarter. iOS reached…