iPhone's smartphone share continues to rise

There is some confusion with the latest Canalys teaser press release. The implication is that Apple has lost smartphone platform share due to the Android surge.

Using the published data, it’s easy to see that Apple has continued to increase share in both smartphones and handsets as a whole.

I used green bars to represent quarterly share of smartphones and blue bars to represent quarterly share of all phones.

I used orange line to show trailing four quarters (TTM) share in regular phones and red for smartphones. Continue reading “iPhone's smartphone share continues to rise”

What's the opposite of price erosion?

In the mobile phone industry, and indeed, in most technology sectors, price decline is a fact of life. Component prices tend to drop while their performance increases. This rapid obsolescence drives prices down constantly. Competition also plays a part as undifferentiated products are rapidly imitated.

This phenomenon has its own term: price erosion. It’s built into most business plans and forecasts.

But how real is it? What are the implications in terms of market share if one accelerates price erosion or reverses it?

This chart shows the average selling price for all the vendors whose data I maintain over a period of time. Continue reading “What's the opposite of price erosion?”