Half of US population to use smartphones by end of 2011 | asymco. A month ago ComScore reported that in October 2010 25% of Americans above the age of 13 used smartphones. The latest report shows that share to have risen to 26.3%. That means there are 24 percentage points of penetration to go until … Continue reading “Half of US population to use smartphones by end of 2011: Update”
One of the most popular themes running through the mobile phone industry this year has been the unprecedented growth in Android adoption. I’ve argued that the adoption was initiated on the supply side by vendors and operators, but demand has certainly manifested itself. Android is almost viral in the way it spreads. With no constraints … Continue reading “What has Android done for Apple?”
Since wireless subscriptions in the US are running at about 100% penetration, it’s possible to classify the wireless subscribers as representative of the entire population. So it’s safe to categorize the population of the US by the phone OS they carry. The left part of the chart shows data from Nielsen that breaks up the … Continue reading “US Population by Phone Operating System”
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 … Continue reading “Will Apple need to cut margins on the iPhone?”
According to The State of Mobile Apps | Nielsen Wire 21% of American wireless subscribers have a smartphone at Q4 2009, up from 19% in the previous quarter and significantly higher than the 14% at the end of 2008. A previous Comscore survey showed US smartphone penetration at about 17%. If we were to blend … Continue reading “20% of American subs have a smartphone with 1.2 million switching every month”
In the 2011 Annual Report(10K) published October 26th Apple states: The Company anticipates utilizing approximately $8.0 billion for capital expenditures during 2012, including approximately $900 million for retail store facilities and approximately $7.1 billion for product tooling and manufacturing process equipment, and corporate facilities and infrastructure, including information systems hardware, software and enhancements. The history … Continue reading “Estimating third and fourth quarter iOS shipments”
