Posts Tagged ‘Samsung’

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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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The 5.5 Inch iRemote For The Apple Home

You want to talk about Apple. I understand. They are the biggest tech company in the world. Their products are used by hundreds of millions. Oh, and next week there’s — OMG! — a major Apple event, not at Moscone …

by Brian S Hall   |   September 1st, 2014
Portrait skeptical old, elderly woman on dark background

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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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
willy-wonka-golden-ticket-reaction

Thoughts On iPhone Inc

The iPhone is bigger than McDonald’s. That seems a useful demarcation for how we should view the iPhone in particular and Apple in general.

The iPhone is that once-in-a-generation product that alters daily reality for at least a century. The Model …

by Brian S Hall   |   July 28th, 2014
fighting businessman

The Major Industry Battle Brewing Between Samsung vs Google

Over the last five years, Samsung has become a behemoth in the tech marketplace. Their smartphones dominate the tech landscape and their profits have been relatively good until recently, considering the fact they still make most of their money on hardware. …

by Tim Bajarin   |   July 25th, 2014
Zuckerberg

The Smartphone Is The Computer

I have spent the past three weeks in Detroit, a city possessing a rich history and an unremitting present. The vagaries of Silicon Valley count for little here. When I heard a young man ask — for real — if …

by Brian S Hall   |   July 7th, 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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But Apple Is For Old People! Where iWatch And Apple Have The Last Laugh.

Anybody still recall when Apple’s chief competitors went about mocking the company for being, well, technology designed for older people? Those attacks came to an abrupt end in large part because Apple kept on printing money. I suspect, however, there …

by Brian S Hall   |   March 3rd, 2014
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Who Won The Mobile Tech Olympics?

Business is a combination of war and sport. ~ André Maurois

The Long Summer Of The Microsoft Monopoly Olympics

Computing was pretty simple for the last 15 years: PC plus a browser. Both are splintering now. ~ Benedict Evans (@BenedictEvans)

Once upon a …

by John Kirk   |   February 27th, 2014
Evaluation

Grading My Predictions For 2013

Sigh.

Time to fess up and see how badly I did in last year’s predictions. You can find them all here.

Criticism may not be agreeable, but it is necessary. 
It fulfills the same function as pain in the human body. 
It …

by John Kirk   |   December 26th, 2013
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Stop Believing Apple Invents Stuff! Where I Interview The Biggest Android Fanboy In The World.

He is known simply as Charbax. You can find him on Twitter, on Youtube, and very often in the comments section of any post that trashes Android. He is in my opinion the biggest Android fanboy — fan, fanatic, believer, evangelist …

by Brian S Hall   |   October 29th, 2013
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Samsung’s Precarious Position

Samsung, I believe is in a precarious position. I’ve felt this way for quite some time despite their continued growth in mobile over the past few years. But my reasoning comes from understanding how Samsung got to the …...

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by Ben Bajarin   |   September 26th, 2013
Dennis Woodside (Asa Mathat-D:All Things Digital)

Google, Motorola, and the Future of Android

To hear both Sundar Pinchai, head of Android and Chrome at Google, and Dennis Woodside, CEO of Motorola Mobility, tell it, Motorola is just another Android OEM despite being a wholly owned Google subsidiary. This may be technically true at …...

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by Steve Wildstrom   |   June 18th, 2013
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4 Mobile Business Models, 4 Ways To Keep Score

The hundred meter dash, archery, weightlifting and the long jump are four very different Olympic sports with four very different methods of keeping score. The hundred meter dash is scored on speed. Archery is scored on accuracy. Weightlifting is scored …

by John Kirk   |   May 30th, 2013
watermelons for sale

Android’s Market Share Is Literally A Joke

This is the first of three articles looking at how we measure – and mis-measure – who is “winning” in the mobile sector. Article one focuses on market share and was inspired by an article written by Bill Shamblin, entitled: …

by John Kirk   |   May 23rd, 2013
Difficult choices of a businessman

The Definitive Answer Guide to Which Smartphone You Should Buy

Forget all the rumors of an Apple iWatch. Ignore the surprisingly good reviews of Google Glass. Neither of these will come close to replacing your smartphone. Not for many, many years; probably never. The question is not whether  you will …

by Brian S Hall   |   May 12th, 2013
Radar

Samsung’s Real Threat to Apple

When the iPhone was introduced, a Sr. Apple exec put the iPhone on a table in front of me and asked me what I saw? I replied by saying that I saw a black piece of glass on the table. …

by Tim Bajarin   |   May 10th, 2013
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iPhone 5 Versus Galaxy S4 A War Of Less Versus More

Last week, within the span of 24 hours, the two dominant players in the global smartphone wars released…not new smartphones, but new commercials. Both were very well done. They are also very different. Both ads reveal the core differences between …

by Brian S Hall   |   April 27th, 2013
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The Next Evolution In User Interfaces

With the introduction of the iPhone, Apple introduced the touch UI and literally changed the way people interact with their smartphones. When they extended the touch UI to the iPad, it set in motion an industry stampede to create PCs, …

by Tim Bajarin   |   April 23rd, 2013

Samsung is Stepping Into the Spotlight

Something very interesting is happening and I will be very interested to see how it plays out. Samsung is stepping into the spotlight and arguably taking it from Apple. Apple for the past 10 years, or more, has been the …

by Ben Bajarin   |   April 2nd, 2013

Apple: Time To Come Out Swinging

The dominant picture of Apple in the media today is of a company on the ropes: out of ideas, falling behind the competition, stock price battered, doomed. It’s reached the point where the CEO of BlackBerry, of all people, is …

by Steve Wildstrom   |   March 20th, 2013
Side by Side Revenue & Profit Comparisons

Comparing The Profits of The Five Titans Of Tech

Introduction

Today’s five Titans of personal computing are Google, Microsoft, Apple, Samsung and Amazon. Horace Dediu of ASYMCO has created a side-by-side comparison of their respective revenues and profits.

Google

Google is a money making machine, but I think that many overestimate its …

by John Kirk   |   February 28th, 2013