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Peak RIM
In their monthly survey update on US phone usage, comScore reported that by the end of April 74.6 million people in the U.S. owned smartphones. In the same period a year ago only 48.1 million did. The percent of…
Tag
Industry
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Is RIM's management the cause of its failure?
“Jim and Mike brought the company to where it is … which is part of the biggest problem they’re facing,” said Charter Equity analyst Ed Snyder, who has covered RIM since its public listing in 1997, two years before the…
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A new mobile phone market index
Measurements of “share” are abundant. There is journalistic value in summarizing performance in a single figure of “share” but it usually is a very limiting view. For example in the global mobile phone market there are…
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A disruption is not sufficiently described by the success of some. Others must fail.
Last fall I introduced the “vector space” model of visualizing vendor performance. It shows performance along two dimensions: market share growth vs. profit share growth for a set of competitors. When introduced, I chose…
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"Other" vendors sell 10% of Smartphones but 30% of voice-oriented phones
In the last post, I highlighted the difference between smartphones and non-smart device sales last quarter. The trajectory of share growth for smart devices would appear to have accelerated due to Android. The following…
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Feature Tablets
Andrian Georgiev, a reporter from the Bulgarian business newspaper “Capital weekly” wrote an article for which he asked me some questions. My answers are below. The article is available here (Bulgarian). Q: How many…
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The trouble with halos
The Mac grew at 28% while the overall PC market contracted at 3%. The Mac has outperformed the PC market overall for 20 consecutive quarters. Prices increased sequentially and year-to-year. I’ve mentioned the increasing…
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A new era is only a new state of mind
The following interview was conducted by Bruno Ferrari a writer about technology for EPOCA, the weekly magazine of Organizações GLOBO, the largest Brazilian media company on March 30 2011. The article (published in…
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First quarter PC forecast: Windows down 2%, Mac+iPad up 250%
Charles Arthur of The Guardian writes that PC sales “may have passed their peak“. That’s a powerful, concise statement. It’s backed up by a quote from Gartner’s Mikako Kitagawa: “This was the third consecutive quarter of…
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Divinely inspired analysis
Three things stand out from Gartner’s latest smartphones forecast: The latter two claims are illustrated below: Notwithstanding the defensibility of these claims Gartner analysts makes some further assumptions (quoted…