Samsung vs. Google: an Interview with Rafael Barbosa Barifouse of Redacao Epoca

On Mar 18, 2013, Rafael Barbosa Barifouse – Redacao Epoca – Editora Globo asked (and I answered): Q: Why is Samsung creating Tizen? A: I believe they are collaborating on Tizen development because they want an alternative to Android and because Bada was not good enough to meet that goal. Tizen’s roots include contributions from … Continue reading “Samsung vs. Google: an Interview with Rafael Barbosa Barifouse of Redacao Epoca”

So long, break-even

The following is another excerpt from a report titled “iTunes Business Review” which will soon be available for purchase through the Asymco Store. If you are interested in the product please get in touch. — iTunes store will be 10 years old next month. From its inception Apple has stated that it aims to run … Continue reading “So long, break-even”

LG's new Tele-vision

LG Electronics has acquired HP’s WebOS for an undisclosed amount. When last it changed hands WebOS was part of Palm which was purchased for $1.2 billion in 2010. Palm has thus been effectively divided into several smaller pieces distributed as follows: HP will own: Support of existing Palm users Palm back-end assets including source code, … Continue reading “LG's new Tele-vision”

The iTunes Value Structure

The International Federation of the Phonographic Industry (IFPI) reported that global digital revenues were $5.6 billion in 2012. This represented about 9% growth from 2011 and accounted for 34% of total industry revenues[1]. Apple regularly reports iTunes as a separate revenue item and occasionally it also reports payments data for developers and app download rates. By … Continue reading “The iTunes Value Structure”

The race to a billion—2012 Update

I last looked at the race to a billion in March 2011. Since then, I’ve been updating and adding data to the set giving a broader selection of platforms to compare. Before we dive in, an explanation: the initial review excluded Windows (PC) and Facebook mainly because (a)  the ramp scale I’m using is about … Continue reading “The race to a billion—2012 Update”

Cracking the China code: Microsoft vs. Apple

In 2011 Microsoft’s CEO bemoaned that revenue in China was about 5% of what it obtained in the US. Yesterday Apple’s CEO suggested that revenue from China will overtake the US in the near future. The contrast is even more stark when one considers the time and effort each company has made in China. Microsoft has … Continue reading “Cracking the China code: Microsoft vs. Apple”

Getting to know the meaning of sisu

Nokia announced 4.4 million Lumia smartphones were shipped in Q4. That’s about 14 million since the Lumia line was launched a year earlier. It isn’t however nearly enough to replace the lost sales from Symbian. One year earlier Nokia shipped 19 million Symbian phones in the fourth quarter and the year before 28.3 million. The … Continue reading “Getting to know the meaning of sisu”

In search of Apple's microprocessor

Digitimes Research published an estimate of the allocation of production of application processors by Samsung. It suggests that Apple will transition away from Samsung as a processor supplier during 2013 and stop sourcing altogether by 2014. Most current capacity (nearly 70%) is said to be allocated to Apple’s products. The iPhone, iPad and iPod touch … Continue reading “In search of Apple's microprocessor”

Below the Surface

Early data shows that the PC market has not experienced a “pop” from Windows 8. Market watchers have been anticipating this pop since every previous version of Windows has led to a surge in shipments. PC vendors have also been hoping for this to lift their volumes. Volumes have been stagnant for a while, as … Continue reading “Below the Surface”

Validating the Android engagement paradox

Following yesterday’s IBM data, Monetate released a new study showing similar data related to retail browsing but covering a period of dates from Q3 2011 to Q3 2012. This data also shows an acceleration of mobile shopping, from 7.7% of online in Q3 2011 to 18.8% in Q3 2012. It also shows tablets growing to … Continue reading “Validating the Android engagement paradox”