My Patrix site
Why is there no iPhone 5?
I’ve been asked what will be the effect on the market of the iPhone 4S. Actually the question was what would be the effect on the market of there being no iPhone 5. I’d answer that the iPhone 4S is a product designed to…
Tag
Market
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Sprint's gamble
The Wall Street Journal reported that Sprint Nextel made a “multibillion-dollar” gamble on the iPhone. This is based on information that Sprint committed to buy 30.5 million iPhones over the next four years. Wall Street…
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The case against the Kindle as a low end tablet disruption
In an Harvard Business Review post Rob Wheeler makes the case for the Kindle Fire as a disruptive innovation. I believe that it is but crucially I disagree that the Kindle Fire is a low end disruption. My assessment of…
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Comparing top lines: Apple vs. Microsoft
I’ve been providing analysis of Apple’s operating and financial performance for some time. Recently we’ve begun to look at comparisons of financial performance for comparable companies. Now it’s time to dig deeper and do…
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The perils of possession without utilization
[Updated with new charts including data from StatCounter and not NetMarketshare] Generally speaking there is an equivalence drawn between iOS and Android as technologies and even as user experiences. However, as I’ve…
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The third ecosystem. What are the odds?
The latest survey from ComScore breaks down the installed base of specific mobile platforms in the US. Tracing the data over time shows the following charts: In the last month Android gained about 2.9 million users,…
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Nokia vs. Android
Two years ago Nokia sold 30% of its smartphones in Western Europe. Today it sells 15% in that market. Its unit shipments went from 5 million to about half that and its market share went from 55% to 11%. Its rank in the…
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Updated AMP Index for Q2
This is an updated view of the AMP index including Q2 data. As a reminder, the AMP (Asymco Mobile Performance) index is an unweighted average of four “shares”: You can see the last quarter’s standings here. The updated…
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155 million American mobile phone users don't use smartphones
ComScore’s latest survey data shows the following net user gains in the US smartphone installed base: In summary, the key data points for June: Installed platform shares for the US market are shown in the following chart…
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The fate of mobile phone brands
The violence with which new platforms have displaced incumbent mobile vendor fortunes continues to surprise. This while entrants have grown share in spectacular fashion: The picture of platform share over time looks like…