asymco

Just noticed that the Apple online store now says it takes 1-2 weeks to ship an iPhone 3GS. I think this just changed from 5-7 days shipping. Is Apple having supply problems again with the 3GS model?  Or perhaps Apple is saving supply for a China launch? Or using production capacity to make iPod touches? [...]

Under Kallasvuo Nokia embarked on the most dramatic shift in its business since entering the mobile phone business in the early 90s. The shift was not into mobile software which began in 2001 under his predecessor. It was not into enterprise solutions which also preceded his tenure. OPK’s main contribution was the move into mobile [...]

@tim Google often finds out about new Android phones the same day the rest of the world does. The joys of an open platform! via (1) Twitter / Home. Clears up why they rely on “activations” to find out what’s going on in the market.

Verizon, unfortunately, is also what ruins the phone. Or, rather, what it’s forced Samsung to do to the phone, which you could sum up in a word: Bing. Bing is the default—and only—search engine on the Fascinate. A Google Android phone. In the search widget, in the browser, when you press the search button. Bing. [...]

IDC raised its 2010 smartphone sales growth forecast to 55 percent from 44 percent earlier. Citing booming smartphone demand it also lifted its forecast for overall cellphone market growth to 14.1 percent from 12.6 percent. via Cellphone market growing faster than expected -IDC | Reuters. Keep in mind the 55% growth figure when reviewing analyst [...]

Many comments on and off this blog raise the specter of the inevitable decline in Apple’s margins due to two forces: The iPhone begins to reach into more markets or points of distribution without exclusivity. The Android surge will apply competitive pressure forcing Apple’s pricing and hence margins. The first claim can be countered by [...]

The cellphone maker will unveil its new flagship model E7, which comes with a large touchscreen and full keyboard, at the show in London, two sources with direct knowledge of Nokia’s plans told Reuters. via PREVIEW-Nokia bets on new smartphones for recovery | Reuters. Analysts have been saying that Nokia has one last chance to [...]

If we add Apple’s 230k “activations”, Android’s 200k, Symbian’s 300k and estimating 130k for RIM adds up to 860k per day. It won’t be long before we’ll see smart mobile devices selling at the rate of 1 million per day (I’d bet by the holidays this year.) Gartner is estimating the global PC market to [...]

Sony in May: Sony is “not convinced there is a large enough market to justify bringing out a tablet,” Sony would say No to Walkman today Sony in September: Sony Corp., said yesterday it hasn’t decided yet whether to offer its own tablet computer. It needs to be a “very appealing product that is going [...]

On September 1st, Apple announced that 120 million iOS devices were sold to date. We know that there were 59.6 million iPhones sold through June (from SEC filings) We also know that 3.2 million iPads were sold. If we assume about 8 million iPhones and 4 million iPads were sold during August and July, the [...]