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We’ve been very, very focused on China. China, we’ve had incredible success with iPhone. Over the past few years, we’ve gone from a few hundred million dollars of revenue in greater China, to last year $13 billion. So we…
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…
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…
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…
One of the more interesting numbers reported by Tim Cook during the last earnings conference call was the total payment to developers during the fourth quarter. This is the first time that Apple reported a quarterly…
In yesterday’s talk Tim Cook described the opportunity he felt Apple faced. To readers of this blog this opportunity has been regularly illustrated, at least on a quarterly basis. Here is the iPhone opportunity relative…
Q: 37 million units of iPhones shipped. When do we run into the Law of Large Numbers? What are the growth opportunities coming up? A: 37 million is a big number. It was a decent quarter. It was 37 million — more than…
Apple’s retail stores increased sales by nearly 60% in Q4. This is a dramatic though not unprecedented change from Q3’s 1% growth rate. The growth rate faithfully tracks iPhone releases as demonstrated in a post last…
Sprint reported its first iPhone quarter sales at 1.8 million. You may recall my analysis of Sprint’s “gamble” where I estimated that Sprint will easily sell the 31 million iPhone which they committed to buy from Apple.…
Apple reached the third place rank in total units shipped during last quarter. The following chart shows the ascent in rank. Apple achieved this with a total market share of about 9%. Second place Samsung has 22.6% so…