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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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AMD: Back in the Groove

Looking back 18 months or so, things were not good for chip stalwart AMD. Despite having a solid new leadership team that was just starting to hit its stride, the company was facing some difficult times as the PC market—the …...

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by Bob O'Donnell   |   April 18th, 2014
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Does Samsung need Adult Supervision in the US?

Not long after Eric Schmidt became CEO of Google, people around Google started saying with Schmidt in charge, Google now had adult supervision. At the time, the two Google founders, Larry Page and Sergey Brin, were barely out of college …...

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by Tim Bajarin   |   April 18th, 2014
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Peering Inside The Apple Rumors Prism

Steve Jobs fully understood the value in surprise, the wonder of magic, and the awe a beautiful, functional, highly personal computing device can evoke when unwrapped for the very first time. Rumors, particularly a stream of unceasing rumors of all …...

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by Brian S Hall   |   April 16th, 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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Qualcomm’s Evolving Story

When most people think of Qualcomm, they tend to think of modems and cellular radio technology. After all, that is how the company began and it still forms a large part of their approximately $25 billion in fiscal 2013 revenues. But …...

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by Bob O'Donnell   |   April 8th, 2014
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Apple Is The Disney World Of Tech

On Twitter, Ben Bajarin, and others, recently argued that the value in tech tends to inevitably shift from software to hardware and, finally, to services. Hardware to software to services. Apple is in a unique position to capture content. ~ Ben …...

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by John Kirk   |   April 8th, 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 …...

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by Ben Bajarin   |   April 8th, 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
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The Genius Of Steve Jobs Or Why Google And Facebook Must Make Big Bets

The ghost of Steve Jobs haunts Google and Facebook. Unlike Apple, which has always aligned its interests with its users, both Google and Facebook must serve two masters: users and customers. They are not the same. Indeed, the divergent demands …...

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by Brian S Hall   |   April 2nd, 2014
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Market Share Metaphysics

Twice before I have used Aristotle’s concept of “Essentialism” to explain why tablets are “real” computers and why OS X will not be merging with iOS. Today, I go to the well one last time1 in an attempt to definitively …...

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by John Kirk   |   April 1st, 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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Rebuttal: Why Android Wear Is Not the Beginning of the Wearable Devices Era

Molly Wood, writing for the New York Times, thinks that Android Wear is the beginning of the wearable devices era. I doubt that. The Line Of Reasoning This is Woods’ argument in a nutshell: 1) Nascent technology needs a platform to be successful. 2) Android …...

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by John Kirk   |   March 25th, 2014
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Intel Strategy Moves Forward

After a long period of relative stasis, it’s becoming clear that relatively new CEO Brian Krzanich and his leadership team are driving forward with some important new strategic directions for Intel. The company is moving aggressively to shed its image …...

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by Bob O'Donnell   |   March 24th, 2014
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How Microsoft Could Hijack Android

Last December I wrote a piece for PC Magazine where I suggested Microsoft embrace Android in order to tap into the world of Android apps for use with Windows 8 and Windows mobile. I argued that Microsoft would never get the …...

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by Tim Bajarin   |   March 20th, 2014
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Better For The World? Apple Or Google?

Arguably, Apple and Google are the largest, richest, most powerful, most influential technology companies on the planet. Across many markets their products, services and technologies directly compete with one another. Yet, in countless endeavors, each benefits the other, enabling both …...

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by Brian S Hall   |   March 19th, 2014
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Market Share Is Like A Bikini…

Market Share is like a bikini. What it reveals is suggestive, but what it conceals is vital.1 Market Share by itself means nothing. If it’s not taking you where you want to go, it’s worse than nothing – it’s destructive. Trading profits …...

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by John Kirk   |   March 18th, 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 …...

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by Ben Bajarin   |   March 17th, 2014
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ICYMI: Bye-bye Dual Boot, Search Struggles

Asustek’s Dual-OS Devices Hit a Wall: At CES in January, Intel boasted a plan for tablets and even laptop-like devices to dual-boot Windows and Android. But in the face of staunch opposition from Microsoft and Google, it looks like this …...

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by Steve Wildstrom   |   March 14th, 2014
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A Mapping Tool for the Rest of Us

Maps are the great data visualization tools. There is something about the ability to take database information, superimpose it on a map, and have an image that makes visual sense instantly pop up. Unfortunately, this is often a lot harder to …...

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by Steve Wildstrom   |   March 13th, 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 …...

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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 …...

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by Ben Bajarin   |   March 10th, 2014
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ICYMI: Of Cars and Bitcoins

In the hiatus between Mobile World Congress in Barcelona and the wildness of South By Southwest in Austin, the last week saw an assortment of eclectic tech news, ranging from Apple’s growing automotive efforts, to new thinking at Microsoft, to, …...

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by Steve Wildstrom   |   March 7th, 2014
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Chromebooks and the Low-Cost Laptop Collide

At the HP analyst meeting in Boston, I was intrigued by two products showed by its Personal Systems Group. As you may know, HP is going through a major turnaround and for some time it was unclear how committed the …...

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by Tim 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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India And The Future Of The Smartphone Wars

Perhaps I should have titled this “India Is The Future Of The Smartphone Wars”? The appointment of the highly capable Satya Nadella to lead Microsoft only partly explains why I am thinking more about India and technology. The other reason is …...

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by Brian S Hall   |   March 5th, 2014
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Apple Is The Richest And Most Under-Staffed Company In Tech

Posit: Apple Is The Richest And Most Under-Staffed Company In Tech ~ Benedict Evans (@BenedictEvans) Anyone who follow Apple closely knows that they are a bundle of paradoxes. One of the most baffling of these is that Apple has literally tens …...

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by John Kirk   |   March 4th, 2014