After the Apple iPhone 15 launch event of September 12, 2023 I was a guest on the Claman Countdown show on FOX Business News (FBN) and here is the video. https://www.foxbusiness.com/video/6337041605112 In advance of the event I was asked for a few thoughts that might be topics I would like to discuss. My answer was: … Continue reading “Brief Comments on the iPhone 15 Event”
Just recently, the 2 billionth iPhone was sold. Unlike the 1 billionth, there was no announcement, no celebration. Partly this is because Apple stopped reporting unit shipments, but partly it’s because it’s not as interesting to talk about 2 billion as it is about 1 billion. There is a desensitizing when numbers get that big. … Continue reading “The Most Important iPhone Ever”
Source: ¿El iPhone 8 tiene lo que se necesita para ser un éxito? The above interview was conducted October 17 with Carlos Morales Editor en Jefe, Forbes Digital (Mexico). The source questions and my answers in English are below: How can we read the fact that the new iPhone lineup raised so little noise? There … Continue reading “Does the iPhone 8 have what it takes to be a success?”
The answer, regardless of when you ask, is: The same as the current iPhone. Of course, this is the answer to the question of what will the average new iPhone cost. The average selling price (which combines the revenues and the volumes of all units sold and is reported every quarter) has not varied very much … Continue reading “How much will the new iPhone cost?”
Horace explains why he was wrong about the BMW i3. Also, more Q&A. Source: The Critical Path #173
Eric speaks with blogger and Apple/disruption analyst Horace Dediu about when the iPhone will be disrupted, why a purely ad-based business model is problematic, and how he became one of the top tech bloggers
Searching for “iPhone killer” returns millions of hits. It’s hard to remember any phone/product/service/platform/initiative/merger/startup which was not at some point considered an iPhone killer. A sampling is offered here. In reality, the killers seem to have all faded away while the iPhone continues. We could just shake our heads and move on, but a deeper analysis is … Continue reading “iPhone, killer”
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 pre-order rate of 1 million units/day. When the iPhone 5 launched, 2 million were pre-ordered and “over” … Continue reading “iPhone Launch Patterns”
“BEIJING and CUPERTINO, California—December 22, 2013—Apple® and China Mobile today announced they have entered into a multi-year agreement to bring iPhone® to the world’s largest mobile network. As part of the agreement, iPhone 5s and iPhone 5c will be available from China Mobile’s expansive network of retail stores as well as Apple retail stores across … Continue reading “The China Mobile iPhone MOQ”
As previously noted, the US smartphone market has followed an almost perfectly logistic growth. The measured data (via comScore, in green below) follows a predictive logistic function (thin blue whose formula is discussed here). The other notable market observation is how closely the iPhone follows the same pattern as the market. The red line representing … Continue reading “How many Americans will be using an iPhone when the US smartphone market saturates?”
