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The last time I did this comparison (Apple could buy the mobile phone industry | asymco) was in June after the end of the second quarter. The following chart is an updated look. Here is a discussion of the changes since…
The Asymco Mobile Performance (AMP) index is an unweighted average of: For major phone vendors. The raw data for each share is shown in the following charts (note change of vertical scale: each gridline represents 10%).…
Microsoft is a stable business. Apple isn’t. The following charts compare the two. The two charts on top show revenues, subdivided into product lines. Microsoft is on the left and Apple on the right. Note that the…
I began thinking carefully about Apple in 2005 when the stock was priced at around $55/share. I remember that the events which made me consider Apple in a different light were the launch of the iPod shuffle and the…
There is finally enough information to try to give an estimate of the smartphone market as a subset of the overall phone market. The chart to the left shows the overall picture. To sum up: The smartphone market has now…
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…
In the recently posted US Smartphone Landscape I used comScore’s data to paint a picture of the growth of smartphones in general and the shape of the mobile platforms in the US. The source was survey data measuring the…
I collected all the data available so far and created a new graph that illustrates the complete market evolution over a three year period. I chose a particular color scheme where shades of blue represent non-smart…
Samsung no longer reports mobile phone shipments. The company’s phone market performance reporting is limited to the following: Shipment : High-20%↑YoY (low-20%↑QoQ) ASP : Slight increase QoQ As the company did not…
Prior to the third quarter earnings report I discussed a part of Apple’s balance sheet related to tangible assets (Plant, Property and Equipment). In a series of three posts I covered the Land and Buildings (data centers…