My Patrix site
Schiller’s Law
We know how many iPhones Apple ships but we don’t know exactly how many of each model. We can try to come close in such estimates of “mix” by looking also at the market pricing of the phones and the average price Apple…
Tag
Market
-
-
How many iOS devices will Apple Ship in the next six months?
Of the $42.5 billion Apple spend buying capital assets ((Includes land and buildings $5.6b, Machinery, equipment and internal-use software $32.1b and Leasehold Improvements $4.7b)) more than half was acquired in the last…
-
How will we measure Apple’s Watch success?
It won’t be easy. The company will not be reporting the Watch segment revenues or (presumably) unit sales and therefore we won’t have an accurate unadulterated view of the business. In addition, the large number of…
-
Luxurious
Apple’s new watches are priced in a pattern unlike any of the previous pricing models for Apple products. Previous pricing models for iPhone, iPad, Mac and iPod were typically structured around storage differences. The…
-
The Analyst’s Guide to Apple Category Entry
Understanding Apple’s intentions seems to be a popular parlor game and there are many attempts at divining intention from data and market study. These attempts at market research for answers are futile because Apple does…
-
How many iOS devices did/will Apple ship?
Last August I wrote: It’s therefore reasonable to assume that calendar 2014 will see at least 250 million iOS devices sold The actual figure was 259.5 million. Looking ahead, the capital spending pattern so far shows a…
-
Retail in 2020
This year’s Thanksgiving and Black Friday data from IBM shows a continuing pattern of growth for mobile devices. As the graph below shows, in the five years since 2010 mobile devices grew from 5% of the online shopping…
-
How big is iCloud?
Apple has declared that what used to be “Other Music Related Products and Services” ((Includes revenue from sales from the iTunes Store, App Store and iBookstore in addition to sales of iPod services and Apple-branded…
-
Measuring the Apple Watch opportunity
When the Apple Watch was launched, all eyes turned to the Swiss watch industry. Analysts measured it and asked if it’s big enough to be interesting. Industry observers questioned the competitiveness of an entrant…
-
iPhone Launch Patterns
When the iPhone 4S launched, one million units were pre-ordered and 4 million units were sold during its opening weekend. That made the daily rate during the 4S weekend 1.3 million units/day or one third faster than the…