comScore’s latest survey data is in and the news is good. In March an additional 3 million Americans became smartphone users. That translates to 700,000 every week or 100,000 every day switching from a non-smart or feature phone to a smartphone. The smartphone is now in use by 31% of the phone users in the … Continue reading “Phone Tipping Point Countdown Reset”
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 … Continue reading “iOS v. Windows and Immunity to Disruption”
The US has reached 50% smartphone penetration. comScore data shows July penetration at 48.8% and a monthly growth in penetration of nearly 2 percentage points. Given the rate of growth, it’s nearly certain that we’ve crossed 50% in August. The historic growth is shown below: The platforms making up the smartphone market in the US … Continue reading “Positioning Lumia”
According to comScore, as of end of May, the ratio of consumer phone users in the US (aged more than 13) who use smartphones as their primary phone has reached 47%. The question is whether this is reaching saturation. My guess has been that saturation will be at levels well above 80%. The data shows … Continue reading “At 50% penetration the US smartphone market is not showing signs of saturation”
A glance at Nokia and RIM’s market values today shows that they are both valued below book. With respect to RIM, The company’s share price has collapsed in the past year, and it is now only valued at about $5.4 billion, down from $84 billion at its peak in 2008. Excluding its cash and the … Continue reading “The highway to hell”
The August comScore mobile survey (MobiLens) is out. It measures the penetration or consumption of various mobile products and services in the US over a three month period. I track the change in this data over time. Here are some highlights: In August about 520,000 users switched to using smartphones (from non-smart phones) as their … Continue reading “Can the BlackBerry recover?”
Yesterday comScore published survey results for EU5 (France, Germany, Italy, Spain, UK) on smartphone use and installed base. The headline is very similar to what would be written about the US: Android had phenomenal growth over the last twelve months. I also noted that the apparent growth of Google (16.2% share change) seemed to be … Continue reading “Biggest mobile loser? The non-smart phone”
ComScore’s latest survey data shows the following net user gains in the US smartphone installed base: In summary, the key data points for June:
At the end of last year I was saying that the smartphone boom was a tide that lifted all boats. That is no longer the case. But the big story is that there has been a clear non-seasonal counter-cyclical decline in Nokia and RIM’s smartphone performance. RIM’s steady rise has come to an abrupt halt. … Continue reading “The end of easy growth in smartphones”
The latest comScore MobiLens is out and it allows an update to the picture of the US phone using population. Through the three month period ending May 2011, smartphones were in use by 76.8 million or about one in three US phone users. Here are some other highlights: A total of 513k users switched into … Continue reading “Switching rates for US smartphone users suggest 50% penetration by August 2012”
