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Industry

  1. When Apple reached parity with Windows

    · · Research

    In 2013 there were 18.8 times more Windows PCs sold than Macs. This is a reduction in the Windows advantage from about 19.8x in 2012. This decline is mostly due to the more rapid decline in Windows PC shipments relative…

  2. When will smartphones saturate?

    · · Research

    GSMA Intelligence reports provide valuable statistics on the growth of mobile networks. One in particular shows the history of regional smartphone penetration. I took the historic data and plotted it as follows: Note…

  3. On the future of the Internet and everything

    · · Research

    According to ITU data, Internet usage reached about 2.2% penetration in the US (2.2 users per 100 residents) in 1993. The figure in 2012 was 81%. The history of penetration is shown in the following graphs. Similar…

  4. The China Mobile iPhone MOQ

    · · Research

    “BEIJING and CUPERTINO, California—December 22, 2013—Apple® and China Mobile today announced they have entered into a multi-year agreement to bring iPhone® to the world’s largest mobile network. As part of the agreement,…

  5. Updated US Smartphone Saturation Forecast

    · · Research

    The latest comScore US smartphone survey showing three months’ ending October data has been released and there were no surprises. Smartphone penetration grew to 62.5% representing 149.2 million users. I made a slight…

  6. Seeing What’s Next

    · · Research

    The adoption of smartphones in the US is on track for reaching 90% of the available audience by August 2016. This is a mere eight years after smartphones reached 10% penetration. As far as technologies go, that’s pretty…

  7. A yardstick for capex

    · · Research

    Photo credit: Wikipedia, CVN-78 I’ve been writing about Apple’s capital intensive operations for some time. The difficulty has always been in explaining the scale involved. I’ve compared the spending to that of Samsung,…