My thanks to Robert van Apeldoorn, journalist for Trends Tendances Magazine, for asking good questions. My responses are reproduced below. The article (in French) is titled “Nokia a trop écouté les réseaux télécoms” and can be found in the June 23rd edition of the magazine along with more details in the article “Comment Nokia peut-il renaître?”. -About your post … Continue reading “Nokia a trop écouté les réseaux télécoms”
Ever since the iPhone launched four years ago (to the day), the question on everyone’s mind has been: When will Apple expand the portfolio to reach into all market segments? I remember thinking in 2007 whether it would be in six months or a year that they would create a “mini”, “nano” and “classic” line-up … Continue reading “The iPhone at four; growing up or just growing?”
There are 225 million iTunes account holders. 25 million joined in the three months. As the iTunes store has been operating since April 2003 it’s possible to step back and look at its history and measure the rate of growth relative to other ecosystems. The following chart shows various platforms/ecosystems in terms of adoption. In … Continue reading “Getting to one billion iTunes accounts”
The 200+ million iOS devices have caused 14 billion apps to be downloaded in less than three years. The iTunes music store caused 15 billion songs to be downloaded over a 7 year period. The two media download totals are shown in the following chart: About 9 months ago I predicted that Apps would overtake … Continue reading “Songs, Books and Apps: What do the three media types tell us about the future of consumption?”
In their monthly survey update on US phone usage, comScore reported that by the end of April 74.6 million people in the U.S. owned smartphones. In the same period a year ago only 48.1 million did. The percent of smartphone users out of total phone users has reached 32%. The following data points can also be … Continue reading “Peak RIM”
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”
The smartphone market grew to about 100 million phones last quarter. The volumes grew sequentially and as a result reached a new record share of 27% of total phones shipped. The chart on the left shows how this market evolved over the last few years. I’ve added each platform’s contribution. While much of the focus … Continue reading “Smartphones: the end of the beginning or the beginning of the end?”
I produced two alternate views of the primary mobile phone brands in terms of volumes sold and operating profit in Q1. These views[1] allow a comparison by categorized competitors. I grouped dedicated smartphone vendors (SMART) vs. diversified and used color coding for profitability (blue colors indicate loss-making vendors). The same view is drawn for profitability. … Continue reading “Apple, RIM and HTC captured 75% of mobile phone operating profits in Q1”
The 200 most popular words used to describe the Asymco audience. The data is obtained from 4.3k twitter bios (approximately 55k total words). Generated using Wordle and a bit of Automator, grep, and BBEdit. Click/tap on image for more resolution. A summary of the attributes of the best audience on the web.
Speaking of boats, there were recent claims that the iPhone is “dead in the water“. As someone who has done some sailing I can say that being dead in the water is dangerous. Not only are you not going anywhere but you also don’t have steering control. It’s movement through the water that allows a … Continue reading “Measuring iPhone progress”
