Apple loves to talk about its stores. They do it in every conference call, keynote event and SEC filing. There is a monotony with the repetition of how many they have and how many they are building and how pretty they are. They start to seem like commodities. But if they were commodities why aren’t … Continue reading “How much does an Apple store cost?”
Windows Phone is in limbo. The company acknowledged that it has performed below expectations. During the last quarter for which we have data (ending June) I have an estimate that Windows Phone sold only 1.4 million units (Gartner’s sell-through analysis suggests 1.7 million). That gives Microsoft a 1.3% share of units sold (Gartner 1.6%), a … Continue reading “Windows Phone, a year on”
Every few months rumors emerge of another technology company attempting to create a new product centered around the TV. Apple’s name comes up, of course, but so does Google. And Microsoft has been experimenting with no lesser degrees of vigor than the others. They all seem to be trying to make TV smarter, somehow. But … Continue reading “Tele Vision”
The violence with which new platforms have displaced incumbent mobile vendor fortunes continues to surprise. Nokia’s Symbian platform has gone from 47% share to 16% in three years Microsoft’s phone platforms have gone from 12% to 1% Other platforms have gone from 21% to zero Although far less dramatic, RIM’s decline from 17% to 12% … Continue reading “The fate of mobile phone brands”
Nearly all the data on smartphone shipments is now available for the second quarter 2011. Some fragments are still not public, including ZTE and Huawei (and any others) shipments. We also have estimates for the various platforms including an estimate for Windows Phone and Bada (though not for WebOS). This allows the following chart: Using … Continue reading “The Android and iOS pincer movement”
Steve Ballmer stated and Andy Lees confirmed that Microsoft views iPad and other tablets as “just PCs”. From a market measurement point of view Canalys agrees. IDC and Gartner don’t, calling the new devices “media tablets.” Before deciding whether tablets belong with PCs in market metrics, it would be interesting to look at what the … Continue reading “Is the tablet computer a new PC or post-PC?”
In the last post, I highlighted the difference between smartphones and non-smart device sales last quarter. The trajectory of share growth for smart devices would appear to have accelerated due to Android. The following charts show the evolution of smartphone vendors and platforms over the last few years. Like in the past, I used color … Continue reading “"Other" vendors sell 10% of Smartphones but 30% of voice-oriented phones”
Until the iPhone’s arrival in 2007, upgrading the software on a mobile phone was a rare experience for users. So rare that effectively it was not done. Few people were bothered though since they did not see the product they used as a software product. This was even true for Windows Mobile and Symbian which … Continue reading “Mobile device OS upgrades: How hard can it be?”
Michael DeGusta created beautiful and informative charts on how The Newspaper Business Implodes. With charts, he also told the story of how the recorded music industry followed a similar path:
Who is Winning the U.S. Smartphone Battle? | Nielsen Wire. This is a great chart from Nielsen showing the split in manufacturer share by OS in US installed base. What I consider significant is how the modular software platforms Windows Mobile and Android worked out for the licensees. Whereas in the case of Windows Mobile … Continue reading “Android vs. Windows Phone: Which vendors benefit?”
