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Defending the Surface Pro 3

In the days since Microsoft launched the Surface Pro 3, there has, unsurprisingly, been a variety of mixed opinions. While many thoughtful and important points are brought up in articles from Ben Thompson and Tim Bajarin, I’d like to offer …

by Ben Bajarin   |   May 28th, 2014
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The Android Paradox and Computing Inequality

Benedict Evans wrote a great article on android fragmentation. He and I have covered this theme a variety of ways but I wanted to add a few more elements for you to think about. I also tweeted over the weekend …...

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by Ben Bajarin   |   May 21st, 2014
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Surface Pro 3: Future of a Laptop or Future of a Tablet?

There is a lot to read between the lines of today’s Surface event from Microsoft. Microsoft’s vision for the Surface continues to be of a device both a great tablet and a great laptop. Previous versions of the Surface were …...

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by Ben Bajarin   |   May 20th, 2014
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Insider Intelligence Charts: Global Market Share Mobile OS

I pulled some recent data from Statcounter to get a sense of what the most active platforms were in each region. Statcounter, like NetMarketShare, tracks over a billion websites globally. Therefore, the tracking and market share numbers represent those actually …...

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by Ben Bajarin   |   May 16th, 2014
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The Early Days of Tablet Computing

Much is being talked about and speculated regarding the tablet market. Analysts are adjusting forecasts downwards and pundits are claiming the tablet’s run is over. While we are certainly at an inflection point for tablet computing, the run is far …

by Ben Bajarin   |   May 14th, 2014
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Insider Analysis: Apple, Beats, Retail, and the Future of Entertainment

Assuming the rumor is true and Apple is indeed buying Beats, then reading between the lines becomes important for those of us who develop future outlooks for specific companies and product segments. There are pros and cons to every deal …...

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by Ben Bajarin   |   May 11th, 2014
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The Windows Tablet Dilemma

We are at an inflection point in the tablet market. Something that grew as fast and as large as the tablet/iPad did is clearly not a fluke. There are many theories about replacement cycles, household saturation, device sharing, tablet over-serving, …...

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by Ben Bajarin   |   May 7th, 2014
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Computing’s S-Curve

Last month, Benedict Evans wrote a great post talking about unfair comparisons. He faced some criticism for comparing PC market sales to smartphone market sales. Many claimed it was unfair. What if Benedict’s comparison actually isn’t unfair? What if comparing …

by Ben Bajarin   |   May 7th, 2014
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Apple, Samsung, and The Value of Software Patents

I tweeted shortly after the Apple vs Samsung verdict today that I didn’t believe this case was ever about money. It was about making a point. I concluded by saying the debate will now shift to whether that point was made …

by Ben Bajarin   |   May 2nd, 2014
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Insider Analysis: Android Silver, Good for Google Bad for the Industry

Google is trying to reign in Android with a new program called Android Silver according to recent reports. There are pros and cons to this strategy, however. I believe Google is trying to control something that inherently can not and …...

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by Ben Bajarin   |   May 2nd, 2014
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Insider Analysis: Amazon’s Chances of Shaking up the Smartphone Market

As a primer for this analysis of Amazon, I recommending reading the Insider report on Smart Devices and E-Commerce. Amazon’s imminent smartphone entry is a puzzle. It feels as though the mobile landscape in places like the US, UK, and …...

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by Ben Bajarin   |   April 30th, 2014
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The iPad’s Curse

There have been many good articles on the iPad lately.

iPads and Tablet Growth – Benedict Evans
Don’t Give up on the iPad – Ben Thompson
The Astonishing, Disappointing iPad – MG Siegler

However, I still think there are several missing pieces of the iPad …

by Ben Bajarin   |   April 28th, 2014
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The Tech.pinions Podcast: Post Apple Earnings Observations

We are getting the Tech.pinions Podcast going again. Look for the Tech.pinions podcast on Saturdays.

Ben Bajarin, Bob O’Donnell, and Tim Bajarin get together to share thoughts on Apple’s earnings, what it means in the big picture, and discuss some of …

by Ben Bajarin   |   April 25th, 2014
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Analyzing Apple’s Emerging Growth, iTunes, and Explaining iPad Woes

Apple surprised with iPhones and “disappointed” with iPads. While many in the media will overreact and question Apple’s growth prospects, I find myself as optimistic as ever about Apple and its future. The foundations for a long term, healthy ecosystem …...

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by Ben Bajarin   |   April 23rd, 2014
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The Changing Shape of the Smartphone Market and What it Means for Samsung and Apple

When I study data and trends in every major smartphone market in the world several points stand out. The first is the dramatic rise of regional smartphone players. Most of these players are coming from Asian markets due to regional …...

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by Ben Bajarin   |   April 22nd, 2014
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Tech History is Being Made Not Repeated

I’m not going to try to convince you that, in the case of the tech industry, history does not repeat itself. In some cases, it does and it will. Rather, I’m going to tell you why any claim, or any …

by Ben Bajarin   |   April 15th, 2014
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Chart: How’s the iPhone Doing in China?

About a month ago, I went into detail on Apple’s presence in China. Since then I have been tracking and plotting the iPhone’s presence on Umeng’s app and device usage analytics network since 2012. If you recall Umeng’s latest report, …...

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by Ben Bajarin   |   April 11th, 2014
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What Mobile Can Learn from the PC Industry

The PC industries doldrums continue yet many seem to be scratching their head as to why. The common answer is to blame tablets. While there is truth to that statement, some important context is still missing from this puzzle. What …

by Ben Bajarin   |   April 11th, 2014
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A New Way to Think About Apple’s Hardware Business

I have been thinking quite a bit about Apple’s hardware business. As many readers know, I believe Apple is equally a hardware and software company. I also believe they will naturally evolve into a services company wherein they will become …...

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by Ben Bajarin   |   April 8th, 2014
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Samsung Galaxy S5 and Gear Fit: Better Together

For the past week I have been using the Samsung’s Galaxy S5 and the Gear Fit health and fitness wearable. Both the Samsung GS5 and the Gear Fit highlight some of the ways Samsung is continuing to evolve. The biggest …

by Ben Bajarin   |   April 7th, 2014
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Microsoft’s Two Big Announcements and Their Future Impact

Microsoft made a number of announcements at their Build conference this morning. While many were related to Windows 8.1 and Windows Phone 8.1, most feature announcements were simply playing catch up. But they did announce a few things I think …...

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by Ben Bajarin   |   April 2nd, 2014
The Only Constant in Life is Change

Mobile Changed Everything

When I first started doing industry analysis in 2000, my focus was heavily on mobile computing. Our firm has a legacy of PC industry analysis and, at the time I joined, we were embarking on the major shift from desktop …

by Ben Bajarin   |   April 2nd, 2014
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Why the Next Apple is…Apple

“Apple doesn’t need to be viewed as different. Apple needs to be viewed as much better.” — Steve Jobs at Macworld in 1997 I get a specific question frequently these days – “Who will be the next Apple?” When …...

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by Ben Bajarin   |   March 26th, 2014
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Is There Value in Smart Glass on My Wrist?

Last week I talked about health and fitness wearables and my failure to see how they appeal to a broader market. This week I want to talk about the potentially lucrative category of smart watches. If we count Microsoft’s Smart …

by Ben Bajarin   |   March 26th, 2014
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Why Should I Care About Wearables?

I’m as early an adopter as they come. I have about every health and fitness wearable on the market. However, if you ran into me on the street today I wouldn’t have a single one on me. Why? I simply …

by Ben Bajarin   |   March 19th, 2014