November 2010
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Month November 2010

HTC to re-bone Android?

Peter Chou, chief executive of HTC, had previously said he saw “little value” in HTC running its own application store. But he has also said that it was no longer enough for HTC to simply customise the standard Android user interface with its own “skin”: “It is not enough to be skin-deep. We need to go bone-deep.”

via FT.com / Technology – HTC to target online app store.

HTC was the world’s biggest Windows Mobile vendor, at one time claiming to have sold over 80% of all WinMo phones ever made.

Citizen Publisher

In March this year Richard Stengel, managing editor of Time magazine, was speaking about the iPad.

For a while many movies were more like filmed plays, until directors really learned to take advantage of the opportunities of the medium. For the iPad “The medium is waiting for its Orson Welles.”

The idea that a new medium needs a new media is not novel. The implication that the new media needs a new genius to define it also follows naturally. However, the implications of new media for the creative industries that are built around them are more difficult to perceive. How are the structures of these industries shaped by disruptive innovations?

In London for Apps World

As London seems to have a particularly high concentration of readers, I thought I’d mention that I’ll be in London for the Apps World Exhibition 30th November and 1st December 2010. I’ll be attending as an official blogger and will cover the event.

If you are interested in meeting at or near the event let me know by email.

If there is enough interest, I will consider having a modest gathering at a venue nearby.

Samsung's smartphones make up 10% of total sold. Nokia is at 30% and Motorola is over 40%.

Today’s chart: the percent of smartphones as part of the total phones sold for three vendors vendors that have traditionally sold a large portion of voice-oriented phones.

As these vendors switch to a higher mix of smartphones, their distribution network will ensure a continuing surge in overall smartphone penetration.

Most of Samsung’s increase has come in the last two quarters. Note also the rate of growth in Nokia’s mix. Motorola and Samsung owe it all to Android.

14 Percent of App Store apps target the iPad

From Distimo (registration required):

  • The number of applications in the Apple App Store has grown from just under 200,000 in April 2010 to over 300,000 in October 2010.

Navigating the quarterly mobile market data set

Given the large number of articles written in the last week on market data, I built a navigation table and posted it in a page that is easy to access:

QUARTERLY MARKET DATA

You can find it under the ADDs tab at the top of the site.

Cells marked with “x” are work in progress.

How much profit did vendors capture from Android-powered phones?

Following-up on the profitability discussion for the top eight vendors, I built a chart to show estimated profit capture from smartphones, further dividing the vendors into inter-dependent (own OS) and modular (licensed OS)[1].

What do you have to believe for an Android dominated future?

If we look at the growth of smartphones independently from all phones, the category looks impressive:

Competing with non-consumption: Can Apple sell 100M iPhones next year?

[Wedge Partners analyst Brian Blair] also contends that Apple’s production forecasts suggest the company thinks it can sell 100 million iPhones next year. “While a staggering number any way you look at it, our checks reflect full calendar 2010 builds in the 48-50 million unit range,” he writes. “While this number can change and adjust downward or upward  based on demand, we believe it is incredibly bullish that Apple feels it is possible that they could see nearly 100% year over year growth for iPhone in 2011 as this would mean that exiting 2011, Apple would have approximately 10% share in the global handset market.”

via Apple Can Sell 100M iPhones, 48M iPads in 2011, Analyst Says – Tech Trader Daily – Barrons.com.

Apple is, in my estimate, likely to sell at least 47 million iPhones in calendar 2010. (16 million in the current quarter, or 85% y/y growth).

The 100 million in 2011 estimate assumes 100% growth on average. Is it really “staggering” to forecast another year of triple digit growth?

[Sponsor] SpringAhead, demystifying clock changes

My friend Michael Douma developed an app that shows how the genre can demystify complex concepts and make them simple and approachable.

He developed the original time.gov site (the official clock of the United States) and took the idea forward, educating the world about how time zones and time changing works through a web exhibit.

The culmination of the effort is an app that not only packages the web site but allows for a new level of interaction to educate and illustrate the reasons for the confusing and frustrating ritual of changing of the clocks.

By adapting web content to interactive app content, the concept leaps off the screen. You can learn about the rationale of clock changes, get the historic perspective, the international variance, be alerted to the shifts, alert others and, of course, find out when the change happens no matter where you (or your friends) are.

Check it out, SpringAhead[1] $1.99 on the App Store.

[1] I was modestly involved in the concepting.