With the iPad mini launch imminent, it’s time to think about the expanding iOS portfolio. We don’t know how much the “mini” will cost or what variants will be available but I took some rumors as a basis to form a hypothesis. The idea is that there will be 24 variants which have three dimensions: … Continue reading “iOS portfolio price distribution”
During the iPhone 5 launch event, Apple announced 435 million iTunes accounts (with credit card numbers) with one click shopping. The account total is updated occasionally by Apple and the history of these updates is shown below: Measuring the growth in accounts shows steady acceleration.
At this year’s WWDC Apple offered an update on Game Center accounts. The data we have so far is shown in the following graph. Before being acquired, another network, OpenFeint, announced 180 million iOS accounts in October 2011. Another figure to consider is the 40 million subscribers to Xbox Live (out of 66 million Xbox … Continue reading “Measuring iOS as a gaming platform”
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”
HD: Apps are like the sauce in a dish. They add flavor and distinguish the dish. Increasingly they also offer nourishment. Some would argue that we can live with plain cooking but spices drove people to do incredible things like risking life to discover new continents. Being the world’s best source for spices means the … Continue reading “MacDirectory: Exclusive | Apple's iOS Market Analysis”
At the 2012 WWDC, Apple released new data concerning its App ecosystem. Namely: 30 billion apps downloaded to date (excluding updates) $5 billion paid to app developers 400 million iTunes accounts These three data points allow us to update our picture of the app economy. First, the app download rate. As would be expected from … Continue reading “The iOS App market sales run rate is $4 billion per year”
One of the more interesting numbers reported by Tim Cook during the last earnings conference call was the total payment to developers during the fourth quarter. This is the first time that Apple reported a quarterly payout to developers. The figure was $700 million and it was mentioned in reference to the total payments to … Continue reading “App developers receive $12 for each iOS device sold”
Tim Cook on the 55 million iPads sold to date: This 55 is something no one would have guessed. Including us. To put it in context, it took us 22 years to sell 55 million Macs. It took us about 5 years to sell 22 million iPods, and it took us about 3 years to … Continue reading “Apple sold more iOS devices in 2011 than all the Macs it sold in 28 years”
There are several methods I turn to when estimating device sales. Top-Down Demand analysis The first is to look at so-called top-down views of the demand. This method takes a view of the overall phone market and assumes share for smart devices and, further, shares for individual platforms. There are several estimates out there. The … Continue reading “How many iOS devices will be sold in 2012?”
Prior to the third quarter earnings report I discussed a part of Apple’s balance sheet related to tangible assets (Plant, Property and Equipment). In a series of three posts I covered the Land and Buildings (data centers and campuses), Leasehold Improvements (store investments) and Machinery, equipment (tooling and factory equipment as well as servers.) The … Continue reading “The tipping hand of production: How Apple foreshadows iOS volumes”
