My Patrix site
Tag
On the eve of iPad 2.0, it’s time to think again about this curious new computer. My intuition tells me that this product category will behave very differently from the iPhone and will not be subject to the same sales…
In the quarterly smartphone summary published here, I noted the significant acceleration of Android sales at the expense of “other” and Windows Mobile/Phone. Some share was also lost to Symbian. This might be seen as…
Predictions on Nokia’s new platform strategy: new OS for the US | asymco. Here are my predictions from January 27 for the February 11 Nokia strategy announcement followed by the actual quotes from Nokia’s press release:…
The smartphone market has grown threefold in the span of three years. However, as noted previously, the share of units running a licensed OS has not grown dramatically. The following chart shows the vendors’ shares with…
The smartphone market grew to about 100 million units last quarter. That’s nearly double what it was a year earlier and triple what it was three years earlier, the year the iPhone made its debut. Few markets grow this…
Yesterday I made my predictions on Nokia’s new platform strategy. They should be treated as pure guesswork, but they are informed guesses. I based them on public information. That information comes in the form of…
The iPad and iPhone came, saw and conquered new markets. But since the products launched the question on every analyst’s mind has been on how much have these products “cannibalized” their brethren the iPod and the Mac.…
Apple set a new record for Mac sales in the fourth quarter. This was not a surprise. The growth was perhaps a bit lower than some expected (including me) but it was still a healthy 23% and 8x the PC growth rate. The Mac…
AT&T does not pay a higher price for iPhone exclusivity | asymco. At the risk of repetition, there are three instances in conference calls that Apple management has stated that the iPhone has a fixed price for all…
Here’s a wonderful chart from The New York Times: Will Apple Put the iPhone on Other Carriers? – NYTimes.com. Although the population of Android users is near in size to the population of iPhone users, the concentration…