My Patrix site
The next 100 million iPads
Having reached 100 million iPads shipped in 2.5 years the natural question is how long will it take for the next 100 million iPads? The ramp of cumulative units shipped is shown below. I also added the equivalent ramp…
Tag
Market
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Nokia's price for exclusivity
Days after Nokia announced the end of life for the Symbian platform I wrote a post titled Who will buy the next 150 million Symbian smartphones? The reference was to claim by management that before there would be a…
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Why are tablets and smartphones insulated from tough economic conditions?
The iPad launched in April (i.e. Q2) 2010. Since then the PC industry (excluding Macs) has seen a decline in growth. The following graph illustrates global shipments as reported by Gartner: Note that the growth rate has…
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Why iPhone 5? | LinkedIn
On October 5th, 2011 I asked Why is there no iPhone 5? The question was prompted by the pervasive media surprise that the 2011 iPhone launch was the “4S” and not a completely new design. I answered this question with the…
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Measuring iPhone demand
When Apple announced five million iPhone 5 were sold to end users over its launch weekend, I was surprised. Not because my guess had been around 6 million, but because the company had set expectations by announcing a…
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An interview with Matteo Fumagalli
Matteo Fumagalli is a student of economics at University of Insubria, Italy. He is writing a thesis for a bachelor’s degree analyzing the smartphone industry. He asked me to answer the following questions: -First…
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Is the iPhone good enough?
We don’t want to just make a new phone. We want to make a much better phone. – Jony Ive, video at iPhone 5 launch event Disruption theory has taught us that the greatest danger facing a company is making a product better…
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Projecting iOS devices sales through iTunes account growth
During the iPhone 5 launch event, Apple announced 435 million iTunes accounts (with credit card numbers) with one click shopping. The account total is updated occasionally by Apple and the history of these updates is…
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Are iPhone Average Sales Prices Increasing?
The most remarkable thing about the iPhone as a technology product is that it has been able to maintain pricing stability for over five years. As the following chart shows, the revenues per unit sold for the iPhone (as…
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How many iPhone 5's will sell in the opening weekend?
The iPhone 4S sold about 4 million units in the first three days of availability last year. The iPhone 4 sold about 1.7 million and iPhone 3GS about 1 million. The main driver to growth for the initial weekend is usually…