The Myth of TV Disruption

I, along with many other people, cannot wait until the day TV is disrupted. It continually shocks me that the single worst piece of technology I have in my house is my cable TV box. I’ve played out scenario after …...

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by Ben Bajarin   |   October 22nd, 2014
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The iPad Air 2′s Huge Upside

I’ve had the privilege of using the iPad Air 2 for a little less than a week now and, despite the “sky is falling on the tablet market” themes we hear, I wanted to put the iPad Air upgrades into …

by Ben Bajarin   |   October 21st, 2014
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My Apple vs. Samsung Conspiracy Theory

The Samsung issues we are seeing has me thinking about something. It’s a conspiracy theory with zero evidence but something that strategically intrigues me. Tim Cook said in a recent interview with Charlie Rose that Apple could have made a …...

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by Ben Bajarin   |   October 17th, 2014
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Did Apple Do Enough?

At Today’s Apple’s Event, I got a question over and over again. I thought I would share my thoughts on it. First off, the question, “Did Apple do enough?” is the wrong question. The correct question is, “Did Apple release …

by Ben Bajarin   |   October 16th, 2014
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India and the Digital Age

When it comes to the computing products I study — TVs, smartphones, tablets, PCs — I tend to talk primarily about what is happening in China and the US/Europe. Mostly because, for most consumer tech products, China and the US …

by Ben Bajarin   |   October 15th, 2014
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Video Analysis: Mac vs. PC With Some iPad Help

Thanks for the feedback on my last Padcast on Xiaomi. This will likely be the last one I do for free for a while. I will do more of these for our subscribers on key industry points. If you liked …

by Ben Bajarin   |   October 14th, 2014
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Video Analysis: Xiaomi in Focus

I have the ability to record and broadcast presentations I give through my primary presentation tool Perspective. So I thought it would be interesting to try something different and create a quick analysis of some of my data and add …

by Ben Bajarin   |   October 10th, 2014
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Samsung’s Cautionary Tale

Yesterday, Samsung issued a Q3 2014 guidance update stating they will miss expectations. The report says profit is down nearly 60%. For many of us, this was entirely expected. If this estimate holds up, Samsung’s operating profit chart looks like …

by Ben Bajarin   |   October 8th, 2014
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First Half 2014 Tablet Report

The tablet market is easily the most fascinatingly diverse consumer electronics category I have ever studied. If you have read my commentary on tablets, it is the unique form and function of the product that allows it to be so …...

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by Ben Bajarin   |   October 6th, 2014
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Windows 10 and the PC’s Tablet Complex

Yesterday, Microsoft showed the world the first glimpse of the new version of Windows. Oddly, Microsoft skipped a version number in the naming scheme. Rather than name it Windows 9, they choose the name Windows 10. While it is hard …...

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by Ben Bajarin   |   October 1st, 2014
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Profitable Niche’s

As of late, I have been speaking with management of many different companies. Oftentimes I’m asked for my recommendations in these engagements and I have noticed a certain theme that remains constant in my answer. That theme is to focus …...

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by Ben Bajarin   |   September 30th, 2014
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The Future of Retail

Physical retail and the world of technology have yet to combine in any meaningful way. I believe that is all about to change. Having spent more time speaking with retailers recently, it is clear they are about to make a …...

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by Ben Bajarin   |   September 25th, 2014
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The Communication Possibilities of Digital Touch

It is not hard to look back at technology innovation cycles and see how technology has advanced and impacted how we communicate. From the pencil, to the printing press, to computers, to the internet, and more recently our smartphones, all …

by Ben Bajarin   |   September 24th, 2014
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2015: The Battle For Our Body Begins

Much of the battleground of computing throughout tech history has been for our desks, our laps, and our pockets. In 2015, the battleground for our body will begin. It can be argued that battle had already begun but my firm …

by Ben Bajarin   |   September 17th, 2014
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Further Thoughts on the Apple Watch and Smart Watches in General

After spending more time digesting the Apple Watch announcement and talking to dozens of journalists, doing several radio shows, reading many articles, and doing two podcasts, I have some updated thoughts. If you have read many of my posts on smartwatches, …...

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by Ben Bajarin   |   September 15th, 2014
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What Minecraft Means to Microsoft

By all accounts, it appears Microsoft is about to purchase the maker of Minecraft – Mojang. This seems like a head scratcher of a deal, and, without knowing the details of the strategy, parts of it are. However, what this …...

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by Ben Bajarin   |   September 13th, 2014
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Mobile Focused Podcast: Apple’s Doubling Down on the Ecosystem

Ben Bajarin and Benedict Evans discuss the announcements around Apple’s big event. We discuss everything from iPhones taking share of premium from Android, to payments and Apple’s business model advantage, and some high level thoughts on what smart watches may …

by Ben Bajarin   |   September 12th, 2014

Global Implications of the iPhone Lineup on the Smartphone Market

With the new iPhone lineup, Apple has addressed every major screen size base for smartphones. What they have not addressed is every price point — unnecessary given Apple’s strategy. My read is the impact of Apple addressing premium (phones over …...

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by Ben Bajarin   |   September 10th, 2014
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Apple Payments and Smart Watches: Just the Beginning

Over the past few years, Apple has been building a loyal user base. Zero sum game analysis of market share is irrelevant to the market dynamics playing out in mobile. So when it relates to Apple, my analysis centers on …

by Ben Bajarin   |   September 9th, 2014
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Unprecedented iPhone Demand

As we lead up to this years “main event,” I wanted to share some initial points underscoring my read that there is unprecedented demand for Apple’s iPhone this holiday quarter and beyond. Major Upgrade Cycle: This has been the source of …...

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by Ben Bajarin   |   September 5th, 2014
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How to Turn Around Samsung

In my continual analysis of Samsung for many in the industry, I have frequently pointed out the fundamental issues that have led to their current struggles. I had a friend remind me that, over two years ago, I gave a …...

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by Ben Bajarin   |   September 3rd, 2014
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If the World Was a Village – Tech Edition

Bob’s column yesterday brought back into attention some of the things I discussed in this article called Computing’s S-Curve. We are on the path to connect the planet via a pocket computer. This is so incredibly significant it is difficult …

by Ben Bajarin   |   September 3rd, 2014

Mobile Payments: On the Cusp of A New Era

This is the text from the Insiders Big Picture Newsletter that get’s signed up. If you aren’t getting the Insiders Newsletter, be sure to check your SPAM filter. If you are new to Insiders and have not yet signed up, …...

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by Ben Bajarin   |   August 31st, 2014
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My Phablet Skepticism Thesis

I have been publicly doubting the existence of the 5.5 inch iPhone for some time. I promised many on Twitter I would share my overall thesis on the category so here it is.

Starting from the data points, we know several …

by Ben Bajarin   |   August 28th, 2014
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Tablet Report: The Next Frontier of Personal Computing

I’m about to make some updates to a tablet report I publish through my firm Creative Strategies. Usually, this type of report is reserved for our clients only, or to purchase a-la-carte for $499. I decided to give Tech.pinions Insiders …...

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by Ben Bajarin   |   August 23rd, 2014