October 2012
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Month October 2012

Entries 5 Total

The next 100 million iPads

Oct 24, ’12 11:39 AM

Having reached 100 million iPads shipped in 2.5 years the natural question is how long will it take for the next 100 million iPads?

The ramp of cumulative units shipped is shown below.

 

I also added the equivalent ramp for the iPhone. [The last data point for the iPad is based on an estimate of 16.5 million units in Q3 which may need revision depending on company reporting.]

The next 100 million will depend to a large degree on the success of the new iPad mini. To make an estimate we have to realize that there are several aspects of the tablet market which differ from the phone market and that therefore the predictive power for previous data is weak.

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Nokia’s price for exclusivity

Oct 22, ’12 3:30 AM

Days after Nokia announced the end of life for the Symbian platform I wrote a post titled Who will buy the next 150 million Symbian smartphones? The reference was to claim by management that before there would be a complete transition to Windows Phone, 150 million legacy Symbian phones would be sold, keeping the company financially stable before the new ecosystem took root.

I reproduce the original forecast I made below with the addition of what actually happened.

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Appocalypse Now: If app developers can sell direct why can’t everybody else?

Oct 19, ’12 3:40 PM

My talk at the Arctic 15 conference October 18th in which I review the data on App Store performance and question the viability of intermediaries in content distribution.

Reflects and complements my recent Omnivorous App post.

Appocalypse Now.

Requires the (free) Perpective™ app and an iPad.

 

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Nokia’s Lumia brand strategy for the US

Oct 19, ’12 3:00 PM

Last July I asked the question “How many Lumia phones were shipped in the US?”

My answer was 630k through the first half of this year.

I revisit this question following Nokia’s latest quarterly report.

As a quick review, Nokia reported the following performance for its mobile phones operations:

 

The most worrying thing of all however is that Nokia’s smartphone performance has collapsed. With only 6.3 million units shipped, the company may be the worst performer among eight competitors I track. They were below RIM’s shipment total.

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Sponsor: Sifter

Oct 18, ’12 4:29 PM

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The result is increased participation working hand-in-hand with a focus on accountability to ensure projects get delivered on time and that nothing slips through the cracks.

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