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Disruption Theory Need Not Apply

*+-The biggest challenge I see facing disruption theory is an understanding of when it applies vs. when it does not. Several posts lay the foundation for truth. Ben Thompson’s What Clay Christensen got wrong Jean-Louis … Continue reading

Ben Bajarin / November 26th, 2014
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Intel’s Challenge in the Post PC World

*+-Let’s start with some comments on “Post PC.” If we take a step back and look at the global computing landscape, we realize two things. First, there is a “PC plus” market (people who use … Continue reading

Ben Bajarin / November 21st, 2014
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Data: The iPhone 6 vs. the 6 Plus in China

*+-Internal data I have access to from Baidu in China allows me to see a picture of what is happening at ground level in terms of daily active users by device on Baidu’s network/app distribution...

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Ben Bajarin / November 20th, 2014
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What Foxconn Making a Nokia Tablet Tells Us About the Future

*+-Something interesting happened today. Many people missed what is perhaps a significant development when Nokia announced the N1 Android tablet. Lots of folks saw the announcement and proclaimed Nokia back in the hardware business, making and...

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Ben Bajarin / November 18th, 2014
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How Worried Should Apple be about Xiaomi?

*+-I’ve been asked this question often and feel there is a great deal of misunderstanding regarding the dynamics and strategies of the two companies. I was quick to point out during Xiaomi’s rise that they...

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Ben Bajarin / November 17th, 2014
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Apple Accepts UnionPay: A Huge Step for Their Ecosystem in China

*+-Apple has just announced they have added UnionPay support as a payment option for customers in China for purchases in the iTunes App Store. This is a big deal. There are dynamics at play with...

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Ben Bajarin / November 16th, 2014
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BlackBerry and Samsung: Will a security partnership help either company?

*+-Yesterday, Blackberry held an event where one of their announcements was a deal with Samsung to help add a deeper layer of security to Samsung/KNOX devices. Given the criticism of KNOX’s security, questions surrounding its integrity...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / November 14th, 2014
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Takeaways from Samsung’s Developer Conference

*+-At today’s Samsung’s Developer Conference, they circled around four key trends: digital health, Smart Home, wearables and virtual reality. From these themes, there were a few elements I thought were interesting. 1) Voice of the Body:...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / November 13th, 2014
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Xiaomi: Just a Hardware Company?

*+-Whether or not Xiaomi is just a hardware company or is truly an internet company as founder Lei Jun continually emphasizes came into question with last week’s Wall St. Journal report. The statistic that surprised...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / November 12th, 2014
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Google’s Ads: Defense or Offense?

*+-I recall not too long ago Google did zero advertising. “Just Google it” was spreading virally and Google was growing and had no need to spend money on marketing. Slowly but surely over the past...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / November 11th, 2014
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Chart: Internet Access by Device

*+-As our readers know, every now and then I like to post a chart and tease out the highlights. Today, I want to do that with some updated data. Across many global markets, consumers were...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / November 7th, 2014
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Understanding the Global Mobile Web

*+-In the latest mobile focused podcast with Benedict Evans and myself, we touched on a theme that needs more fleshing out. That of a future only possible because of mobile computers/smartphones. When I detail the … Continue reading

Ben Bajarin / November 7th, 2014

Mobile Focused Podcast: A Future Only Possible Because of Mobile

*+-In this podcast, Benedict Evans and Ben Bajarin discuss some of the slides from Benedict’s updated Mobile is Eating the World slide deck. Some important observations are made and teased out about the opportunities that … Continue reading

Ben Bajarin / November 5th, 2014
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Research: Who’s Buying What Tech around the Globe This Holiday Season

*+-We have some research that gives us insight into what tech products are on the interest horizon for purchase over the next six months. While intent to purchase surveys don’t always lead to purchases, it...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / November 3rd, 2014
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Microsoft Beyond Windows

*+-Microsoft is going through an evolution. Microsoft has always been a “platform” company and for decades that platform was Windows. Microsoft is in the post-Windows era but they are still poised to be a platform … Continue reading

Ben Bajarin / October 31st, 2014
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Video Analysis: Samsung’s Fall From Grace by the Numbers

*+-In this video analysis/padcast I take a look at some of the numbers behind Samsung’s steep revenue and profit decline. If you have the Perspecive iOS app from Pixxa, then you can click this link...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / October 30th, 2014
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Podcast: Discussing Disruption Theory

*+-A few weeks back Horace Dediu of Asymco and I were having dinner and we got to discussing some of this updated thoughts on disruption theory. One bit in particular was how the luxury tech … Continue reading

Ben Bajarin / October 30th, 2014
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Tech.pinions Insider Reader and Feedback Survey

*+-The Tech.pinions team is putting things in place to begin investing even more time and effort into our Insider analysis service. We started this service just over a year ago and the response and feedback...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / October 27th, 2014
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The Consumer Tablet Growth Opportunity

*+-A great deal of my tablet market analysis has been spent exploring opportunities for a PC in the form of a tablet. Opportunities not fulfilled by a PC in the form of a desktop or … Continue reading

Ben Bajarin / October 24th, 2014
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The Myth of TV Disruption

*+-I, along with many other people, cannot wait until the day TV is disrupted. It continually shocks me that the single worst piece of technology I have in my house is my cable TV box....

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / October 22nd, 2014
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The iPad Air 2’s Huge Upside

*+-I’ve had the privilege of using the iPad Air 2 for a little less than a week now and, despite the “sky is falling on the tablet market” themes we hear, I wanted to put … Continue reading

Ben Bajarin / October 21st, 2014
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My Apple vs. Samsung Conspiracy Theory

*+-The Samsung issues we are seeing has me thinking about something. It’s a conspiracy theory with zero evidence but something that strategically intrigues me. Tim Cook said in a recent interview with Charlie Rose that...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [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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Ben Bajarin / October 17th, 2014
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Did Apple Do Enough?

*+-At Today’s Apple’s Event, I got a question over and over again. I thought I would share my thoughts on it. First off, the question, “Did Apple do enough?” is the wrong question. The correct … Continue reading

Ben Bajarin / October 16th, 2014
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India and the Digital Age

*+-When it comes to the computing products I study — TVs, smartphones, tablets, PCs — I tend to talk primarily about what is happening in China and the US/Europe. Mostly because, for most consumer tech … Continue reading

Ben Bajarin / October 15th, 2014
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Video Analysis: Mac vs. PC With Some iPad Help

*+-Thanks for the feedback on my last Padcast on Xiaomi. This will likely be the last one I do for free for a while. I will do more of these for our subscribers on key … Continue reading

Ben Bajarin / October 14th, 2014