Post Tagged with: "industry analysis"

The Challenge of Competing With Apple
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The Challenge of Competing With Apple

One of the more interesting questions I get asked as an industry analyst, that has followed Apple since 1981, is why Apple is so successful? And another question I often get is, why Apple’s competitors can’t make any headway against them? These are honest questions and to those really not familiar with Apple, the companies [...]

Published by on May 14, 2012 6:42 am
Dear Industry: Focus on Profit Share Not Market Share
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Dear Industry: Focus on Profit Share Not Market Share

The interest in the tech media world around market share is fascinating. Each quarter reports come out, for the quarter only, pointing out different vendor and software platform market share for things like tablets and smartphones. As interesting as it is to look at market share of hardware and software platforms, it is more interesting [...]

Published by on May 4, 2012 9:01 am
Tablets: Numbers and Observations
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Tablets: Numbers and Observations

Both IDC and Display Search released updated numbers for the tablet segment. There are some interesting key take aways from both sets of numbers. IDC confirms Apple’s dominant position with regards to iPad share and points to slumping Android shipments for tablets which is no surprise. The Display Search data is a bit more comprehensive [...]

Published by on May 3, 2012 2:33 pm
Reports of Apple’s Demise are Greatly Exaggerated
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Reports of Apple’s Demise are Greatly Exaggerated

The past few weeks have brought out some interesting commentary around the imminent decline of Apple. Yesterday perhaps the most forceful view yet came from Forrester’s CEO, George Colony. George and others root their argument on the absence of Steve Jobs to influence vision, leadership, and charisma. There is absolutely no doubt that Steve Jobs [...]

Published by on April 26, 2012 9:32 am
Why Google Will Use Motorola To Become Vertically Integrated
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Why Google Will Use Motorola To Become Vertically Integrated

If you look closely at the most successful company in tech today, it is Apple. And they are in this position for a major reason. They are completely vertically integrated. They own the OS, the hardware and the ecosystem. And although they don’t manufacture their own chips, the IP in their chips are homegrown and [...]

Published by on April 23, 2012 7:02 am
Apple TV and the Trojan Horse Strategy
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Apple TV and the Trojan Horse Strategy

Apple TV is one of the things I get asked quite a bit about during my industry analysis presentations. It seems that everyone out there wants to know what Apple has planned for the big screen. Although no one knows, and there is much speculation, my key thoughts about this all along have been that [...]

Published by on April 20, 2012 6:30 am
How Apple is Cornering the Market in Mobile Devices
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How Apple is Cornering the Market in Mobile Devices

I have been speaking with various vendors of tablets lately and more than once, the topic of Apple “iPodding” them has come up. iPodding basically refers to the fact that although Apple has had the iPod on the market for over 10 years now, they still have over 70% of the MP3 portable digital music [...]

Published by on March 26, 2012 6:55 am
The New Microsoft and Apple OS Wars–Game On
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The New Microsoft and Apple OS Wars–Game On

After years of lagging behind Apple in terms of innovating around their user interfaces on both their smartphones and Windows, Microsoft finally took a big step towards competing with Apple head on last year with the introduction of their new Metro UI. Introduced first on Windows Phone 7, this new Touch UI, which uses a [...]

Published by on February 20, 2012 6:37 am
Why Amazon Will Create Brick and Mortar Retail Stores
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Why Amazon Will Create Brick and Mortar Retail Stores

Over the years, in my various discussions with Steve Jobs about Apple and their products, there was one theme that always came out when we discussed any of his product designs; they had to be easy to use. In fact, he was the consummate customer of Apple products. If he deemed them not “easy-to-use” then [...]

Published by on February 13, 2012 6:43 am
Windows 8 on ARM: The Big Questions
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Windows 8 on ARM: The Big Questions

Microsoft released a lengthy blog post yesterday on their website specifically around Windows 8 on ARM. Although the post shed some insight into a number of the looming questions we all have about Windows on ARM, there are still a few things I am concerned about. Windows 8 on ARM has the potential to be [...]

Published by on February 10, 2012 10:20 am
Do Apple Competitors Make Bad Products?
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Do Apple Competitors Make Bad Products?

I often engage in discussions with the financial community on matters related to tech for their portfolio management. One of the things I was asked in a recent conversation intrigued me. The question was around why Apple seems to be dominating their competition with such a limited product portfolio mix. Tim Cook continues to emphasize [...]

Published by on February 9, 2012 6:40 am
The Tech.pinions Predictions For 2012
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The Tech.pinions Predictions For 2012

It’s fun to make predictions. Luckily none of us are in the predictions business but it’s fun to analyze, speculate, and simply hope for interesting things to come prior to each new year. This year, rather than have each of our columnists write a number of predictions we decided to have each submit two. So [...]

Published by on December 22, 2011 2:58 am
Why The Android Update Alliance Was Doomed From the Start
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Why The Android Update Alliance Was Doomed From the Start

When Google announced the Android Update Alliance, an initiative to bring each new Android OS release to all devices in a timely manner, it was well-intentioned but doomed from the start. Jamie Lendino over at PC Magazine had a great column called “Google’s Android Update Alliance is Already Dead.” I recommend a read of this [...]

Published by on December 19, 2011 5:59 am
Who Really Needs a PC Anyway?
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Who Really Needs a PC Anyway?

James Kendrick at ZDNet wrote a post asking an interesting question: Who really needs a stinking tablet anyway? His post is well articulated but misses the bigger picture of what tablets are and more importantly what they represent. So rather than look at the world today where tablets are in their early maturity stage, I [...]

Published by on November 28, 2011 8:05 am
Tech Trends and Disruptors to watch in 2012
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Tech Trends and Disruptors to watch in 2012

You may not know it yet, but when we end 2012, we will look back on it and realize that it was the most disruptive year we will have had in personal computing in over a decade. In the next 12 months, the market for personal computers of all shapes and sizes will have changed [...]

Published by on November 28, 2011 6:51 am
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