The iOS Economy, Updated

In its latest update on the App Store Apple reported that iOS developers earned $26.5 billion in 2017. A year ago the figure was $20 billion. The growth rate is then about 33%. The cumulative payments to developers can be calculated as $86.5 billion. This amount was generated in a span of less than 10 years, with […]

Sponsor: Working Copy, Git client for iOS

Working Copy is a powerful Git client for iPhone & iPad. It lets you clone repositories, edit files and commit changes. Other applications can open files inside Working Copy, granting Git access to all of iOS. Having Git on both your regular computers and your iOS device is the ideal bridge between traditional and post […]

iOS v. Windows and Immunity to Disruption

The pattern of Mac growth exceeding Windows PC growth (and overall PC growth which includes the Mac) is old news. It has been observed for at least 40 of the last 42 quarters. It’s a historically interesting contest, but the story of computing has moved on.  Starting with building computing, via floor computing, office computing and then to […]

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 distinct rise heading into Q1. This could be partly due to the new campus, the new Watch production […]

How many iOS devices will be produced in 2015?

12 months ago I asked How many iOS devices will be produced in the next 12 months? Based on the analysis of Capital Expenditures (as forecast by Apple in their annual 10K report) I concluded “iOS unit shipments should be between 250 million and 285 million.” The answer turned out to be 247 million.1 Including Apple TV the […]

Best guess for how many iOS devices will ship in 2014

In October 2013, at the end of its last fiscal quarter, Apple stated: The Company’s capital expenditures were $7.0 billion during 2013, consisting of $499 million for retail store facilities and $6.5 billion for other capital expenditures, including product tooling and manufacturing process equipment, and other corporate facilities and infrastructure. The Company’s actual cash payments for […]

How many iOS devices will be produced in the next 12 months?

Apple’s capital expenditures for product tooling, manufacturing process equipment, corporate facilities and infrastructure has followed very closely their production of iOS devices. The pattern is shown in the graph below. Note that although reported expenditures did not match forecasts for 2012 and 2013, the differences nearly cancel each other.1 The company’s forecast for fiscal 2014 is […]