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Market

  1. State of the Ecosystem

    · · Research

    At WWDC 2016 Apple offered a set of new data points to illustrate its ecosystem’s robustness. First, the number of registered developers increased by 2 million in the last year to a total of 13 million. That is a growth…

  2. The Next 40

    · · Research

    In Apple’s first 40 years it shipped 1,591,092,250 computers ((including Apple II, Mac, iPhone, iPad and iPod touch; excluding Apple Watch, Apple TV and other iPods. Includes Q1 shipments estimated at 63,597,000 Macs,…

  3. Significant Contribution

    · · Research

    In my quoting of the “Cook Doctrine” I cited the primary criteria for Apple to enter a new market: We believe that we need to own and control the primary technologies behind the products we make, and participate only in…

  4. Why does Apple TV deserve to exist?

    · · Research

    Since writing Peak Cable six months ago, surveys, research and analysis have contributed to the themes of unbundling the TV package. The data under scrutiny is, as usual, the data that can be gathered. Unfortunately the…

  5. Meaningful Contribution

    · · Research

    What if Apple did make a car? How significant could their products be? What would it take to influence the industry’s architecture? The global market is forecast to reach 88.6 million vehicles in 2015 and there are many…

  6. The new switchers

    · · Research

    During the last quarterly earnings call, Tim Cook said that Apple has seen the highest switching rate from Android ever. That there is switching isn’t surprising. We’ve seen many surveys which show higher loyalty with…

  7. What next for iPad?

    · · Research

    ComScore suggests that there are 100 million tablet owners in the US. On a per capita basis that implies penetration of about 30%. As a percent of mobile phone subscribers (above age of 13) that implies 40%. As a percent…

  8. Where are Maps going?

    · · Research

    At the 2015 WWDC Apple stated that it receives 5 billion requests per week for its maps service. It also said that Apple maps is used 3.5 times more frequently than “the next leading maps app.” These two data points are…