Archive for the ‘Featured Tech.pinions’ Category

iPhone 5 photo

Can iPhone 5 Really Boost Economic Growth? [Not much]

JP Morgan analyst Michael Feroli made some news this week with a three-paragraph research report claiming that the introduction of the iPhone 5 could boost U.S. economic growth by as much as half a percentage point. It would be really great if …

by Steve Wildstrom   |   September 14th, 2012
Screen Shot 2012-09-14 at 9.46.18 AM

iPhone 5 Design As a Killer Feature

As Steve pointed out in his article this morning, the sentiment that the iPhone is underwhelming steaming from many of the tech press lacks serious understanding of the consumer market. It is true that the iPhone does not …

by Ben Bajarin   |   September 14th, 2012

What Do iPhone 5 Critics Want?

Apple’s announcement of the iPhone 5 has unleashed a remarkable wailing and gnashing of teeth in the tech media (for example): Apple has failed to hit us with shock and awe. Apple has become the new Microsoft, resting on its …

by Steve Wildstrom   |   September 14th, 2012

Why NFC is Irrelevant To the Mass Market

NFC technologies have been around for quite some time. Many years back my firm did some market analysis on NFC for Philips Semiconductor about the time it was spun off to become NXP. In doing this …

by Ben Bajarin   |   September 13th, 2012

8 Questions For Windows 8

“Make no mistake about it, this is the year for Windows,” ~ Microsoft Chief Executive Steve Ballmer

Microsoft CEO, Steve Balmer, has declared this “The Year For Windows”. Is he right? Or is that just wishful thinking on his part? Let’s …

by John Kirk   |   September 13th, 2012

Is There Room in Apple’s Lineup for an iPad Mini?

The iPhone 5 was the big news from Apple. But the rollout of a new iPad Touch was important in its own right. The big question it raises is whether Apple has left room in its product lineup for the …

by Steve Wildstrom   |   September 12th, 2012
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iPhone 5: The Most Beautiful iPhone Yet… and More

As a leader in personal computing, Apple product launch events often bear the burden of too much hype. Then as they launch new products that set new sales records, customer satisfaction levels, and needed health into the consumer electronics …

by Ben Bajarin   |   September 12th, 2012
Apple decoration at Yerba Buena

It’s Getting Harder for Apple To Change the World

The last time I felt that an Apple product announcement would fundamentally change the tech landscape was in early 2010 when Steve Jobs unveiled the iPad, a dramatic new product class at a an unexpectedly low price. The products announced …

by Steve Wildstrom   |   September 12th, 2012

The Purpose of Design Patents

Much of the initial reaction to the Apple v. Samsung trial was based more on emotion than critical thought in my opinion. The discussion over whether it is good or bad for consumers was interesting but again I felt …

by Ben Bajarin   |   September 10th, 2012
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What I Like About Amazon’s Kindle Strategy

For the 12 years that I have been studying the technology industry, within my role as an industry and market analyst, I have tried to understand the strategic elements of this industry that often go overlooked. This is …

by Ben Bajarin   |   September 7th, 2012
Kindle Fire HD - 8.9, Landscape

Amazon Is Poised to Become A Powerhouse in Tablets

During the last year, Amazon ventured into the world of tablets with the Kindle Fire. It clearly represented their first salvo in this market and according to their extrapolation of current tablet data, this aggressively priced tablet now has 22% …

by Tim Bajarin   |   September 6th, 2012

The Greatest Show In Tech

You can’t tell the players without a program

It’s like the circus has come to the world of tech. Over the next 30 days or so everybody and his brother is going to be announcing a spanking new tech product. And …

by John Kirk   |   September 6th, 2012

Apple as Innovator: Four* Contributions That Changed Computing

Reading the comment threads on Tech.pinions’ many posts on Apple v. Samsung and iOS vs. Android, I have been struck by the recurring charge that Apple is nothing but a clever marketer that does nothing but copy (impolite version: steal) …

by Steve Wildstrom   |   September 5th, 2012

The New OS Wars: The Variety of Android Boosters

The verdict in Apple v. Samsung unleashed a flood of commentary on the relative merits of Apple and Android, and the one thing that has struck me as I read through the posts and comments is the passion of Android …

by Steve Wildstrom   |   September 5th, 2012

A Smartphone Patent Pool: A Way Out of the Litigation Thicket

Gene Quinn

One major misconception arising from Apple’s legal victory over Samsung is that Apple now has some sort of monopoly over critical components of smartphone touch screen interfaces. Patent lawyer Gene Quinn of IP Watchdog explains the problem with this …

by Steve Wildstrom   |   September 4th, 2012
win 8 4x4

Without Metro Apps, Innovative Touch-based Windows 8 Consumer Hardware is Meaningless

Last week at IFA in Berlin, Germany, HP, Dell, Samsung, and Sony announced some very unique hardware designs for Windows 8.  They included touch notebooks, convertibles, sliders, flippers, hybrids, and tablets that can take advantage of Microsoft’s Metro touch-based UI. …

by Patrick Moorhead   |   September 4th, 2012

Tech.pinions Recommended Reading

I hope our many American readers are enjoying a day off celebrating Labor Day. To our many readers in other parts of the world happy Monday! Since today is a holiday in the states we didn’t plan an …

by Ben Bajarin   |   September 3rd, 2012

Windows RT Grows More Mysterious as Launch Nears

Microsoft’s Surface Windows RT Tablet

I expected we would be seeing more clarity on the distinctions between Windows 8 and its Windows RT sibling (for ARM processor devices) as the expected late October launch grows closer. But the picture seems …

by Steve Wildstrom   |   August 31st, 2012

Not All Consumers Are Created Equal

The series John Kirk has been tackling this week as inspired me to add some needed perspective to the platform debate.

Fanatics of products or brands, for example, consistently assume that what they love or feel …

by Ben Bajarin   |   August 31st, 2012

Android v. iOS Part 5: Android Is A Two-Legged Stool


This week we’ve been looking at the Android and iOS mobile operating systems. In part 1, we looked at how Android was dominating market share. In part 2, we looked at how iOS was dominating profit share. In part 3, …

by John Kirk   |   August 31st, 2012
TI Travelmate ad

A Cautionary Tale About Market Share


My colleague John Kirk’s series of posts about Android, iPhone, and the importance–or lack thereof–of market share brought back memories of some fights over share in the PC business. The moral  of all the stories is that companies …

by Steve Wildstrom   |   August 30th, 2012

Android v. iOS Part 4: Developers


We’ve learned that Android dominates market share, but that it doesn’t seem to matter much. iOS has most of the profit share. And it turns out that developer share, not market share, is what makes a platform strong.


by John Kirk   |   August 30th, 2012
Pinch and stretch drawing

Pinch-to-Zoom and Rounded Rectangles: What the Jury Didn’t Say [Updated]

As the Apple v. Samsung trial neared completion last week, I worried about how a jury of nine ordinary folks were going to make sense of hours of highly technical testimony, more than a hundred pages of jury instructions, and …

by Steve Wildstrom   |   August 29th, 2012

Android v. iOS Part 3: Network Effect


We’ve looked at Android and iOS market share and profit share. Android is winning in market share and iOS is winning in profit share. In any other industry, the analysis would probably be over at this point. Profit is literally …

by John Kirk   |   August 29th, 2012
Apple patent drawing

Patents: Who Has a Portfolio With Clout

One thing that put Samsung at a serious disadvantage in its patent fight with Apple was the weakness of its own portfolio of relevant patents. Conflicts between companies with roughly comparable portfolios almost always end in a cross-licensing agreement. A …

by Steve Wildstrom   |   August 28th, 2012