India Bans Second Hand iPhones, the Services Narrative, Hardware Maturity

India will remain a key area of interest in the iPhone narrative. While we can chime in on the big debate of whether the iPhone will see growth again in 2017, we can’t ignore the...

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Ben Bajarin / May 5th, 2016
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How LG’s add-on keyboard makes more profit than its phones

LG’s Rolly keyboard: strong enough to prop up a lossmaking mobile division? CC-licensed photo by Rob Pegoraro on Flickr. LG released its first-quarter figures and, oh my, the news for its mobile division was bad...

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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Charles Arthur / May 4th, 2016
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Apple’s Emerging Market Challenge

Last week, Apple reported that sales of iPhones were down in the last quarter vs a year ago and, from the numbers, it was clear Apple’s iPhone growth has peaked. Apple’s forward-looking predictions for the...

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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Tim Bajarin / May 3rd, 2016

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India Bans Second Hand iPhones, the Services Narrative, Hardware Maturity

India will remain a key area of interest in the iPhone narrative. While we can chime in on the big debate of whether the iPhone will see growth again in 2017, we can’t ignore the...

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 / May 5th, 2016
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How LG’s add-on keyboard makes more profit than its phones

LG’s Rolly keyboard: strong enough to prop up a lossmaking mobile division? CC-licensed photo by Rob Pegoraro on Flickr. LG released its first-quarter figures and, oh my, the news for its mobile division was bad...

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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Charles Arthur / May 4th, 2016
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Apple’s Emerging Market Challenge

Last week, Apple reported that sales of iPhones were down in the last quarter vs a year ago and, from the numbers, it was clear Apple’s iPhone growth has peaked. Apple’s forward-looking predictions for the...

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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Tim Bajarin / May 3rd, 2016
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Earnings Season: Headwinds and Drivers

We’re now most of the way through earnings season, at least as far as the biggest tech companies are concerned. It’s been an interesting one – some of the largest companies have posted disappointing results...

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Jan Dawson / May 2nd, 2016
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Unpacked: Opinions on Facebook

Facebook is one of the few bright spots, earnings-wise, in the industry this year. It is becoming ever more clear Facebook will be the largest beneficiary of the global smartphone roll-out and that mobile advertising,...

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Ben Bajarin / April 29th, 2016

China, Apple’s iOS source code and the pursuit of unfounded speculation

Source code isn’t trivial – and that for the iPhone is closely guarded. Photo by Jason Swaby on Flickr. Let’s begin at the end – because news stories generally should start off with the most...

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Charles Arthur / April 28th, 2016
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Apple Earnings Fact and Fiction

Anyone who follows Apple commentary closely, either by what Apple has said on previous calls, or by the Wall St. analysis, knows this quarter’s YoY decline in revenue was not a surprise. A key point...

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Ben Bajarin / April 27th, 2016
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IFA’s China CE Show and the Chinese Push for VR

I was in Shenzhen, China last week at the first CE China trade show, produced by IFA, the German company that also produces the giant IFA trade show in Berlin each September. Shenzhen, which has...

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Tim Bajarin / April 26th, 2016
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Apple Watch at One: What Next?

This week, the Apple Watch will celebrate its first anniversary. If the rumors are correct, we should expect a new Apple Watch this fall, most likely in September. Given this, it’s worth thinking about the...

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Jan Dawson / April 25th, 2016
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Google’s EU Antitrust Battle

In a less than surprising move, the EU has declared Google in breach of antitrust regulations and has abused its dominance. There are three major arcs to their claims: In today’s Statement of Objections, the...

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Ben Bajarin / April 21st, 2016
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Remembering Bill Campbell, Magic Leap’s Expose, Intel’s Re-Org Implications

This was written by Tim Bajarin who has been in the industry since 1981 and has had deep relationships with such pioneers as Bill Campbell. One of our industry’s most warm-hearted leaders lost his battle...

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Ben Bajarin / April 20th, 2016
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Apple Security, Smartphones are More Fun Than Driving

I want to share a few more thoughts for subscribers about the briefing I was at on Friday with Apple executives where they gave more depth on their security strategy and philosophy. As I sat...

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Ben Bajarin / April 19th, 2016
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Q1 2016 Earnings Season Preview

We’re about to embark on the earnings reporting season for Q1 2016 and I thought I’d do a quick preview of some of the big things to look out for as the major technology companies...

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Jan Dawson / April 18th, 2016
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Unpacked: Percent of Consumers Interacting with Brands on Messaging Services

With all the talk of bots lately, I thought it would be helpful to look at how many consumers globally are engaging in brand interactions in ways that make sense to integrate a customer service...

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Ben Bajarin / April 15th, 2016
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The PC Decline: Four Key Points to Note

The PC industry isn’t getting any healthier. Both IDC’s and Gartner’s figures for PC shipments in the first quarter are out and both show the same direction of travel: down 11.5% to 60.6m units for...

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Charles Arthur / April 14th, 2016
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Super Computers and Autonomous Vehicles

At last week’s nVidia GTC conference, I spent a lot of time talking to people at the show about nVidia and their partners’ autonomous vehicle plans. nVidia’s CEO Jen-Hsun Huang used his keynote to introduce...

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Tim Bajarin / April 13th, 2016
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Facebook and Personal Sharing Decline, Continued PC Decline, Blackberry’s Last Stand

Facebook and Personal Sharing Decline Some interesting, yet not surprising, usage data on Facebook users has surfaced. According to the Information and then picked up by Bloomberg, Facebook users are sharing less personal information on...

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Ben Bajarin / April 12th, 2016
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Previewing Facebook’s F8

This week sees the second of the major developer events of this year — Facebook’s F8 conference. As is often the case with these events, we seem to know some of what will be announced...

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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Jan Dawson / April 11th, 2016
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Unpacked: Snapchat Rising

For whatever reason, over the past few months I’ve observed Snapchat gaining popularity. Between a blend of a noticeable number of people I follow on Twitter saying they are now on Snapchat and friends and...

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Ben Bajarin / April 8th, 2016
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Huawei’s New Smartphones, Samsung’s Q1 2016 Revenue Beat, What Apple Can Learn

Huawei came out of the gate swinging in 2016 with a new lineup of flagship devices designed specifically to start to move their brand into the premium tier. These new smartphones are loaded on paper...

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Ben Bajarin / April 7th, 2016
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Intel’s Executive Shake Up, Apple’s Challenge in India, Twitter to Stream NFL

Anytime a big iconic company has executive turnover or reshuffling, people take note. Yesterday, Intel did just that with some very senior executive movements at the company. There are many ways to interpret this, from...

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Ben Bajarin / April 6th, 2016
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Why Oculus Could be Destined to Ultimately Fail

If you have read my columns on VR recently, you know I am relatively bullish on this new technology. I have used all of the headsets available and, while the actual VR differs with each,...

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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Tim Bajarin / April 5th, 2016
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Three Years of Uncarrier: Evaluating T-Mobile’s Impact

Although Apple’s 40th anniversary got all the attention last week, T-Mobile’s Uncarrier strategy also celebrated a birthday last week – its third. As such, it seems like a good time to evaluate the impact of...

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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Jan Dawson / April 4th, 2016
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FBI v. Apple: “Unduly Burdensome”

You might well be asking yourself, if the FBI withdrew its challenge against Apple, then why are we still talking about FBI v. Apple? Well, the San Bernadino case is over, but there are many, … Continue reading

John Kirk / April 3rd, 2016
unpacked

Unpacked: Wearable Tech Adoption

Toward the end of last year, the consensus research suggested wearable penetration in the US was around 20%. In early February, a study we conducted suggested the number had risen to 23% and our most...

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Ben Bajarin / April 1st, 2016
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