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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

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

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
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Dear Smartwatch, thanks for the notification, now what?

Every now and then I try out a variety of smartwatches. The latest I am putting through its paces is one based on Google’s own Android Wear platform. I keep hoping I’ll crack the nut and discover something new that …

by Ben Bajarin   |   August 22nd, 2014
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Analyzing the Surface Pro 3

I’ve spent the past week with a Surface Pro 3. I’ve used every previous version of Surface and given what the promise of a 2-in-1 PC was supposed to be, the Surface Pro 3 is the closest yet to fulfilling …

by Ben Bajarin   |   August 20th, 2014
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iPhone and iOS Usage in China

Every few months, I update some unique data I have access to that allows me to monitor the usage of device models actively being used in China. I have this for Android but will focus on iOS for now and …...

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by Ben Bajarin   |   August 15th, 2014
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What Does This eBay Wearable/Smartwatch Data Tell You

I thought I would do something different and show some charts and let our readers help interpret them and share thoughts on what the data reveals. I found data from a service called Terapeak that provides a range of analytics …

by Ben Bajarin   |   August 14th, 2014
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Deeper Dive on Android vs iOS Web Usage

I gave a brief overview of my thoughts on global web usage in the Tech.pinions Insider weekly newsletter that goes out each weekend. But I wanted to dive into a few more points I think are interesting. When it comes to …...

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by Ben Bajarin   |   August 13th, 2014
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Mobile Focused Podcast: Less Expensive iPhones, and the Globalization of Tech

I’m happy to announce that I am rolling up my podcast with Andreessen Horowitz partner Benedict Evans into the Tech.pinions podcast as well. We will shoot to release these discussions between us every few weeks, midweek.

Ben Bajarin and Benedict …

by Ben Bajarin   |   August 13th, 2014
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Margins: Apple, Samsung, and Consumer Electronics

Some recent media has come out stating we need to acknowledge Apple knows what it’s doing as a company and with their strategy. I don’t know any analysts worth their reputation, either on the financial or industry side, who ever …

by Ben Bajarin   |   August 7th, 2014
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The Regionalization of the Smartphone Market

One of the more interesting things I have been observing for a few years is how the smartphone market has increasingly become extremely regionalized. It is fascinating to analyze the dynamics that have allowed the smartphone market to go global …

by Ben Bajarin   |   August 6th, 2014
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PC Computing Market Shares

Lastly, I’d like to take a look at the PC category. This is the one area where Microsoft is dominant. However, there is a clear shift happening in the PC segment many fail to realize. Let’s start with the platform …...

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by Ben Bajarin   |   August 5th, 2014
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Tablet Computing Platform Market Shares

The tablet market share story is quite different. While the market appears to be slowing, it is, in fact, still growing. Our data shows year-on-year increases in user numbers have dropped from around +200% at the start of the decade …...

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by Ben Bajarin   |   August 5th, 2014
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Smartphone Computing Platform Market Shares

Unlike the PC computing era where the industry was made up of “market share” of only one company, the “Post PC Era” is poised to be made up of market shares. That means many platforms competing in different segments, each …...

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   |   August 5th, 2014
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Raising Digital Natives

Every generation faces new challenges raising their children as society and culture changes — from the time they are kids to the time they are parents. Looking back, it seems as the past century saw more generational changes than the …

by Ben Bajarin   |   August 1st, 2014
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The Tech.pinions Podcast: Earnings Season for Apple, Facebook, and Amazon

This week Jan Dawson and Ben Bajarin discuss key observations and takeaways from the earnings results from Apple, Facebook, and Amazon.

Click here to subscribe in iTunes.

If you happen to use a podcast aggregator or want to add it to …

by Ben Bajarin   |   July 25th, 2014