Horace Dediu
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US digital music sales exceeded physical media in 2009
via AppleInsider | Apple’s iTunes lead increasing, now selling 26.7% of US music. Continue reading
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If Apple did not exist, Google would need to invent it
Google’s innovation pipeline: new mobile OS updated mobile browser rich mobile ads Google TV It used to be that Microsoft’s agenda was written in Cupertino, now they are no longer the only ones in line at the copy machine. Continue reading
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iPad outsells iPhone (part II)
“Checks indicate that US iPad sales remain strong post-launch, driven by rising consumer visibility to iPad’s user experience, sustained PR/word-of-mouth marketing, 3G iPad launch, and broadening iPad apps/content,” Abramsky wrote in a note to clients this morning. “We believe Apple is now selling >200k iPads/week, greater than US Macs (est. 110k Macs/week) and just below Continue reading
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The Next Billion Users
Five weeks ago Apple forecast 100 million iPhone OS devices will be sold by summer. This was fairly easy to predict but the question comes up: when will the next 100 million be sold? And what about after that? The iPhone OS three-legged platform is now the fastest growing platform ever and enjoying network effects Continue reading
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Legal Tender
About a month ago, we said we’d like you to use a credit card when you buy your iPad, and that was the best way we could think of to make sure that people only brought two per individual,” said Johnson. “And then it came to our attention that Diane [Campbell], through your story, was Continue reading
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What Happens When You Upgrade an HTC Hero to Android 2.1?
HTC: TEXT AND PICTURE MESSAGES Text and picture messages will be deleted with this software update. You can back up text and picture messages by forwarding them to an email address. Open the Messaging application Tap and hold on the desired text or picture message Tap Forward Enter an email address then tap Send APPLICATIONS Continue reading
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Apple's Growth Scorecard
Apple’s growth and its disconnect with valuation has been a common theme on this blog. For another look at this conundrum I present here a table of Apple’s year on year sales growth by product line and its top and bottom lines. I color coded the values so that a darker green signifies higher growth Continue reading
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Global smart phone OS shares (part II)
On May 5th, I tried to fill in the blanks on Global smart phone OS shares | Asymco. I estimated that the shares for the mobile OS’s were as follows (based on Canalys partial data): Symbian (Nokia): 42% Blackberry OS (RIM): 19% iPhone OS (Apple): 16% WinMo (Microsoft): 10% Android (Google): 10% WebOS (Palm): 2% Now Continue reading
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iPhone has 72% of Japanese smartphone market
In December I reported iPhone controls 46% of Japanese smartphone market | Asymco. Five months later Apple’s share has reached 72%. According the MM Research, 1.7 million iPhone were sold in the fiscal year ended March 31. That’s not a huge number relative to the 110 million subscribers in the country. But Apple’s exclusive carrier Softbank has Continue reading
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Will Apple rule the iPad market? (part II)
Continuing from Will Apple rule the iPad market? | Asymco. The first claim is that it is unclear if [Apple] will end up dominating the market the way it has come to rule the digital music player market with the iPod. After hearing a thousand voices cry out that the iPad is nothing more than a Continue reading