Advanced Task Killer Sounds like a Winner of an App

Now, unlike the Apple iPhone, the Droid can run more than one app at a time. This sounds like a fantastic feature, and a major selling point. Unfortunately, it is very hard to turn an app off, so it doesn’t take long for the phone to become overwhelmed. How big of a problem is this? The number one downloaded app in the Droid app store is “Advanced Task Killer” an app you must use dozens of times a day to kill apps that are slowing down your phone.

Much more here: Thoughts on the Downside of the Droid — Seeking Alpha


L’iPhone, le smartphone préféré des Français (part deux)

And the most successful market for the iPhone based on the Gartner numbers, is, um, France, where the company has gained over 10% of the market, at the expense of Nokia and Sony. “France is now the most successful market in the world on a relative basis,” says McCourt.

link: France Now iPhone’s Most Successful Market? – Tech Trader Daily – Barrons.com

See also:

77 % des téléphones vendus par Orange à Noël ont été des iPhone
L’iPhone, le smartphone préféré des Français


Analyst: App Market to Reach $15.xx Billion by 2013

An upswing in the market share of “smart” devices, along with an increase in application focus from OEMs, OS developers and mobile network operators will drive yearly app revenues from US$1.94 billion (2009) to US$15.65 billion in only four years, according to our most recent research findings. The application market’s growth is driven by the widespread push of advanced handset capabilities by the mobile industry and the increasingly-connected global consumer base. This trend will continue, seeing global smartphone users numbering 970 million by the end of 2013.

link: SMARTPHONE APPLICATION MARKET TO REACH US$15.65 BILLION IN 2013 | research2guidance

Nice numbers. Too bad they blew their credibility by showing too many significant digits in their estimate. How can they state with a straight face that the market could reach $15.65 billion without some hint of a potential margin of error?


iPad vs. Kindle: Purchase Intent Survey

A survey of nearly 3,200 consumers by ChangeWave Research finds that 40% of people planning to buy an e-reader in the next 90 days expect to get Apple’s iPad. The current leader, Amazon.com’s (AMZN) Kindle, came in second at 28%.

link: E-Reader Buyers Coveting iPad Over The Kindle – Investors.com

This should be put together with data showing at least 15% of iPhone users showing purchase intent for iPad.

If we assume 45 million iPhone users by time of launch (42 million units have been sold as of end of December) and 15% would buy iPads it would therefore not be unreasonable to assume about 7 million iPads will go to iPhone users alone.

It’s unfortunate that we cannot calibrate against installed base of Kindle users since Amazon has never released any sales figures.


Blackberry Loves U2

BlackBerry – BlackBerry Loves U2

Last year U2 chose Research in Motion as the main sponsor for its tour.

Read More: Wired.com

Blackberry might love U2 but does Bono still like Palm?

You might know Elevation for its most famous partner, U2’s Bono. In the summer of 2007, the firm committed $325 million to Palm in exchange for a 25% stake in the ailing handheld computing pioneer. By the following winter, the partners would up their investment by another $100 million.

Elevation has since sold some of its preferred stock, but according to Palm’s SEC filings, it still holds enough common and preferred shares to account for roughly 30% of the business.

Others who bought around the same time as Elevation are struggling with a 33% loss, and that’s after accounting for a $9-per-share dividend.

Read more: fool.com

Maybe Bono should pick up his Blackberry in between gigs and work on a deal between RIM and Palm.


Android vs. Google Part II

AppleInsider | First AT&T phone with Google Android will feature Yahoo search

As the Backflip will mark the first time U.S. customers under contract with AT&T will have the option to choose between Android and the iPhone, every Motorola Backflip that AT&T sells might potentially be at the expense of an iPhone.

That Backflip sold will not generate Google any ad revenue since it will offer Yahoo/Microsoft search exclusively. Nor will the Backflip generate any license revenue for Google, because Android is licensed without a fee.

If that buyer would instead have bought an iPhone, the search from mobile Safari would have some non-zero value.

It is therefore pretty obvious that, at least in this instance, Android is destroying value for Google.

See also:

Android vs. Google (part I)


New Survey Data on iPad Demand Suggests Significant Upside From Current Estimates

Admob did an interest survey. Although limited by its methodology (see below) the data is incrementally interesting as it also relates to the ChangeWave survey.

ChangeWave suggested that 13% of early adopters claim they are likely to buy an iPad. Admob suggests that 16% of existing iPhone users would be likely to purchase an iPad in the next 6 months.

This is interesting because we know roughly how many iPhones there are.

If we assume 45 million iPhone users by time of launch (42 million units have been sold as of end of December) and 15% would buy iPads it would therefore not be unreasonable to assume about 7 million iPads will go to iPhone users alone.

Being conservative, let’s round that down to 5 million. This does seem quite a bit more than the 2 million most analysts are forecasting. I’m partial to 5 million but I might now be inclined to increase that to maybe 7 to account for a portion of 33 million iPod touch users.

The aggressive scenario would see 16% of the 75 million iPhone + iPod touch installed base buying an iPad–resulting in 12 million units.

Admob survey and report:
http://metrics.admob.com/wp-content/uploads/2010/02/AdMob-Mobile-Metrics-Jan-10.pdf

Methodology

All data in the feature section is based on an opt-in survey taken by users on their mobile device.

Respondents were sourced by responding to mobile ads throughout AdMob’s iPhone OS, Android and webOS networks. There was no incentive offered to participate in the survey.

There were 963 total respondents: 318 Android, 244 iPhone, 356 iPod touch and 45 webOS. The survey was run from February 5th – February 16th.

The geographic representation of the respondents was designed to approximate the distribution of users in the AdMob network. The respondents were sourced from English-speaking countries in the AdMob network.


33 Million iPod Touch Sold

Tim Cook made the claim yesterday that about 75 million iPhone OS devices have been sold. The total iPhones we know are about 42 million. That leaves at least 33 million iPod touch units or 44%.

iPod touch grew 55% y/y in CQ4.

My estimate had been 40% iPod share of the platform, so this is very encouraging. It seems that the proportion of iPod is growing and with the iPad, it’s possible that we’ll see less than 50% of the ecosystem being iPhones.


Smartphones forecast to grow 46% in 2010

Gartner sees smartphone market volume growing a whopping 46 percent from 172.4 million sold last year, boosted by cheaper models. The most affordable now cost just over $100 excluding operator subsidies.

link: Handset market rebounding in 2010: report – Yahoo! News

Anyone modeling iPhone growth this year below 50% is implying Apple will lose share.

If Apple maintains market share (about 15%) it would sell about 37 million iPhones in 2010. Apple grew iPhone unit sales about 84% from 2008 to 2009.