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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 …...

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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.

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

by Ben Bajarin   |   July 25th, 2014
Quarterly results

Apple Earnings: iPad Struggles and iTunes Revenue Importance

There were several interesting narratives out of Apple’s earnings report yesterday. The most glaring, and most confusing to many, was the struggles of the iPad. I’ll return to that in a moment. The Mac surprised many, but should not have …...

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by Ben Bajarin   |   July 23rd, 2014
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The Great Tablet Segmentation

The tablet category is getting quite a bit of press lately. Apple’s iPad is a solid barometer for the category. With Apple’s latest few quarterly results showing the slowing of the growth of the tablet sector, many are left scratching …

by Ben Bajarin   |   July 23rd, 2014
Business man holding board on the background, Bring your own dev

The Myth of BYOD

I’ve caught wind of an interesting trend, or perhaps I should say a counter trend. Recently, I have had a number of discussions with many Fortune 500 CIOs and CTOs about the topic of BYOD. What came out of these …...

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   |   July 22nd, 2014
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The Tech.pinions Podcast: Our Takes on this Week’s Tech News

This week Ben Bajarin, Jan Dawson, and John Kirk discuss the IBM+Apple partnerships, Microsoft’s predicament, Google’s earnings, and Samsung’s challenges.

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

by Ben Bajarin   |   July 19th, 2014
ジェンガ

Why Apple is Immune to Disruption

It remains my conviction Apple must be analyzed in isolation to their perceived competition. Many smart people fall into the trap of believing the rules of the game apply to Apple in the same way they apply to its competitors …...

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   |   July 16th, 2014
Hand touching sky

The Naked Wrist

As you wander about your world, casually observe what people wear on their wrists. You will notice the most common wrist worn device is a wristwatch. But you will also notice most people have nothing on their wrist. If you …

by Ben Bajarin   |   July 16th, 2014
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The Awkward Years of Tech

Before we reach maturity, we go through what many refer to as “the awkward years”. It’s a rite of passage as we change from adolescence to adulthood. For most people, the best way to describe those years are with a …

by Ben Bajarin   |   July 9th, 2014
Ama Dablam.

Peak Samsung

Samsung’s Q2 earnings and smartphone shipment volume miss should come as no surprise to our readers. I highlighted the fundamentals of what I saw happening to Samsung in this insider article from last September. Samsung has made very little progress …...

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   |   July 8th, 2014
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Three Years of Tech.pinions

Since today is an off day, at least for most Americans, I thought I would write something reflecting on what I have learned since starting Tech.pinions just over three years ago. On June 2nd, 2011 I published this post on …

by Ben Bajarin   |   July 4th, 2014
Cyberbrain

Why Apple Should Buy Broadcom’s Baseband/Modem Business

As I reviewed Broadcom’s updated SoC and modem business/strategy a few months ago, I became increasingly optimistic with their opportunity in this space. I understood the challenges of growing this business and the internal commitment it would require but still …...

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   |   July 2nd, 2014
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
Group of people making a earth planet shape

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