My Patrix site
The parable of RIM
Here are the highlights from RIM’s latest quarter: Given the channel fill with a new product, the device business was marginal at best. The company obtained -1% growth y/y in units but 31% sequential growth from a…
Tag
Industry
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Global smartphone penetration nearing 10%
Tomi Ahonen has compiled a fascinating data set on 42 major countries’ smartphone penetration rates. The compilation is based on Netsize Guide, Informa, Google and Ipsos data. It is a complex sample with multiple…
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Android vs. iPhone
It has no price and hence there are no ways markets can signal demand or value creation. Furthermore, Android is not being offered to users like the iPhone. Android’s “customers” are phone vendors who package the…
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Visualizing Mobile Phone Vendor Performance Through Motion Charts
Warning: This requires Flash. Try the following settings: Note the “Vendor data” tab where you can see the source data and options for different chart types (upper right of chart). Click here for a larger version.…
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The end of the dedicated portable device
On October 27th, Nintendo published half year results for the fiscal year ending in March 2012. Management stated that the company lost over $900 million with a negative outlook. Nintendo cited weaker than expected sales…
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Pac-Man
I recently posted a comparison between the profit capture of phone vendors in 2007 and the most recent quarter: The idea was to show what a disruption looks like. A phenomenon where an entrant with none of the advantages…
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The US smartphone landscape
comScore published the latest data regarding US smartphone installed base. To summarize: Of the platforms available, Android reached 39 million users, RIM 16.5 million, Apple 24 million and Microsoft about 5 million.…
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The end of the independent phone brand
As shown in the yesterday’s post, in the third quarter, overall mobile phone profitability declined. The eight vendors I use as a proxy showed a total net profit of $8.51 billion, down slightly from $8.57 billion and a…
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Revolutionary User Interfaces
A few years ago, around the middle of the last decade, the mobile phone market was characterized by the rivalry between a few established vendors. These were Nokia, Samsung, LG, Motorola and Sony Ericsson. These…
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Are Apple’s investments in PP&E extraordinary?
In his recent posts Horace took a look at Apple’s fixed assets and their development over the recent years. He also tested the hypotheses that Apple is making investments into machinery & equipment on which iOS devices…