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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 …...

This premium content is available for [cointent_extras]individual purchase or for [/cointent_extras]Insider members. Insider Exclusive content goes beyond the free Daily Tech.pinion to provide deeper insight and additional analysis. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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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
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Data on China: Apple’s Biggest iPhone Market

We have always known China was going to be a key market for Apple. The only question was when. Our research has continually turned up evidence China was a booming iPhone market. iPhones were coming through the secondary market or …...

This premium content is available for [cointent_extras]individual purchase or for [/cointent_extras]Insider members. Insider Exclusive content goes beyond the free Daily Tech.pinion to provide deeper insight and additional analysis. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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by Ben Bajarin   |   March 17th, 2014
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Big Questions about the Big iPhone

I have stated publicly I believed Apple would launch a larger screen iPhone than the current 4″ model this year. The market is simply at the point of its maturity where options are necessary. As markets mature, consumers become more …...

This premium content is available for [cointent_extras]individual purchase or for [/cointent_extras]Insider members. Insider Exclusive content goes beyond the free Daily Tech.pinion to provide deeper insight and additional analysis. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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by Ben Bajarin   |   March 12th, 2014
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Why China is More Strategic to Apple Than India

There has been a good discussion recently on our site about Apple and India. I try to maintain as global a perspective as possible. I study in depth markets like China, India, Latin America, and more. I look for data …...

This premium content is available for [cointent_extras]individual purchase or for [/cointent_extras]Insider members. Insider Exclusive content goes beyond the free Daily Tech.pinion to provide deeper insight and additional analysis. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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by Ben Bajarin   |   March 10th, 2014
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Milk: Samsung Shows its Software Chops

Samsung is introducing a new Internet Radio service called Milk. I had the opportunity to get some hands on time with the service and speak with Samsung executives about the new product and strategy. There are a number of important …

by Ben Bajarin   |   March 7th, 2014
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In iCloud I Trust

Given the beating Apple’s cloud services often take, I am sure you will be surprised at what I am about to say. I like iCloud. I rely on it quite a bit. What’s more, I trust iCloud. My expectations for …

by Ben Bajarin   |   March 7th, 2014
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Chart: Android Install Base

Google recently released their latest platform numbers for each version of Android. This chart shows what percent of each platform is still in use on an Android device in the market. A couple of things are worth pointing out regarding …...

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by Ben Bajarin   |   March 5th, 2014
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Report: Smart Devices and E-Commerce

E-commerce has been a buzzword in the industry for more than a decade. I have come across some interesting data points that paint a new picture of the e-commerce marketplace than one that has previously existed. Not surprisingly, this shift …...

This premium content is available for [cointent_extras]individual purchase or for [/cointent_extras]Insider members. Insider Exclusive content goes beyond the free Daily Tech.pinion to provide deeper insight and additional analysis. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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by Ben Bajarin   |   March 3rd, 2014
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A Technological Worldview

Webster’s dictionary defines a worldview as the way someone thinks about the world. Everyone has a worldview whether they know it or not. This word came up often during many of my sociology and psychology classes. It came up even …

by Ben Bajarin   |   February 26th, 2014
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Why Nokia is Better Positioned Than Samsung

I wrote today about why Nokia’s move to support Android is bold, risky, but also filled with potential. As I watched Samsung’s press conference, the stark contrast between the big news items of both companies was evident. Samsung chose to …...

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by Ben Bajarin   |   February 24th, 2014