Moving Market Share

iOS, Android, and the Dividing of Business Models

Without question the mobile platform wars are over. iOS and Android have both won and have won in very different ways. Granted, with an eventual total mobile addressable market of over four billion people, there is room for more than …

by Ben Bajarin   |   June 30th, 2014
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Android and the Next Billion

There are over a billion active users of Google’s version of Android. Add AOSP and we are probably in the 1.6 to 1.7 billion range of users on Android. Both will grow — however, I believe Google’s version of Android …

by Ben Bajarin   |   June 25th, 2014
old phone

The Death of Phones, the birth of “And”

I remember my first cell phone. It was a hand-me-down from my father and it looked like this:

As many who had these early cell phones will remember, there was a liberating feeling in the ability to talk to any one, …

by Ben Bajarin   |   June 24th, 2014
Big Data IT Security

A Controversial Business Idea for Google, Inc.

As many of our readers know, I have been thinking quite a bit about the issue of security. As we move into the next era of mobile and all things digital — where our identity is tied to digital devices …...

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by Ben Bajarin   |   June 24th, 2014
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Insider Report: The State of The PC

The PC has gone through a rough transition. What we are witnessing is a rebalancing of the PC market. As I reflect on the the turmoil of the PC over the past few years, a single important point stands out. …...

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by Ben Bajarin   |   June 23rd, 2014
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Mobile Opportunities and Challenges In the Android Ecosystem

The more I study the mobile landscape the more it becomes clear that many companies are competing for what is arguable the most important device for global consumer–the mobile device. Winning mobile, and by that I mean being sustainably relevant, …

by Ben Bajarin   |   June 23rd, 2014
Ecosystem+2

Answering the 64-Bit Question

When Apple announced their latest processor architecture for the A7 was 64-bit based instead of 32-bit, they created the media misunderstanding of the century. Not only were a great many of the media misinterpreting the significance of the new architecture but many …

by Ben Bajarin   |   June 18th, 2014
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Tech Observations From the Field

Over the past few days, I have been taking notes on my observations of tech, primarily mobile usage, of “regular humans” in the wild. And by that, I mean at Disney World where my family and I are vacationing.

I have …

by Ben Bajarin   |   June 17th, 2014
world-smartphone-population

Man With a Smartphone

I came across a tremendous talk by Steve Jobs on how computers are like “bicycles for the mind”. In this short video, he outlines a report from Scientific American that tested the efficiency of locomotion of different species. Humans didn’t …

by Ben Bajarin   |   June 11th, 2014
TPcharts

Global Smartphone Vendor Market Share and OS Installed Base Statistics

I’ve updated our global smartphone statistics and installed base estimates up to Q1 2014. There are several important observations to call out in the following graphs. First, let’s take a look at the market share of each smartphone vendor going back …...

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by Ben Bajarin   |   June 8th, 2014
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The Next Mobile Era: Digital Identity

We are still deeply rooted in the first mobile era. However, As I am always looking for trends, I think it is interesting to form some ideas of what the next mobile era might look like. While I think the very …...

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by Ben Bajarin   |   June 6th, 2014
Crossroad in lavender meadow

Google, Microsoft, Apple, and the Divergence of Computing Philosophies

When it comes to computing platforms, the dominant leaders of today — Apple, Google, Microsoft — have embarked down three fundamentally different paths. Debating the superiority of these philosophies is not only premature, it is futile. The market is the …

by Ben Bajarin   |   June 6th, 2014
Screen Shot 2014-06-02 at 1.31.06 PM

WWDC 2014 Observations: It’s all About the Ecosystem

Much was released today at the 2014 WWDC Keynote that I feel is impactful for Apple’s customers, developers, and the Apple ecosystem. More was released than I have time to get to in this analysis but I want to focus …

by Ben Bajarin   |   June 2nd, 2014
ATS-Hollywood-sign

Apple, Beats, and Content as Differentiation

Moment’s ago, Apple confirmed they are acquiring Beats Electronics and, once the acquisition is approved, they will begin working on a roadmap together. In this Insider analysis, I share some perspective on the hardware side of the company. At the …

by Ben Bajarin   |   May 28th, 2014
Screen-Shot-2011-12-18-at-5.35.54-PM

Understanding Apple’s Ecosystem Strategy

Reflecting on where we are with wearables, the Internet of Things, smart homes, smart cars, smart cities, smart malls, etc., keeps opening up interesting holes in Apple’s ecosystem strategy. The more we look at how fast electronics are becoming connected, …...

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by Ben Bajarin   |   May 28th, 2014
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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
TPcharts

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
tablet with the economic schedule in hands

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
close_up_apple_inc_iphone_4s_beats_audio_1920x1080_41434

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
Stand out from the crowd

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
drive-in

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