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Tapping the Brakes On the Virtual Reality Hype Machine

This week in Los Angeles, I attended the first ever Vision Summit, a gathering of individuals and organizations working in and on Virtual Reality (VR) and Augmented Reality (AR). The opening keynote featured executives from … Continue reading

Tom Mainelli / February 12th, 2016
Google Flowers2

The Danger of Over-Monetization

Monetization is one of those horrible neologisms that belongs to the modern era, especially in Silicon Valley circles. So I’ll apologize in advance I’m about to go one worse and talk about over-monetization. In fairness, … Continue reading

Jan Dawson / February 11th, 2016
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The New Economics of Moore’s Law, Twitter Earnings, Facebook Free Basics

The New Economics of Moore’s Law The subtle dynamics of the semiconductor industry are often underappreciated. Since working at Cypress Semiconductor in 1997, this industry has always been a key focus of study for me....

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Ben Bajarin / February 11th, 2016
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Crowdsourcing and Its Impact On Product Creation

In the many years of working with companies developing consumer hardware products, few developments have had such an impact on the creation process as crowdfunding. Adding a crowdfunding campaign, such as Kickstarter or Indiegogo, has … Continue reading

Phil Baker / February 10th, 2016
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Snapchat (The Teen Social Network), Google and VR, Amazon’s Head Fake

Snapchat – The Teen Social Network Buzzfeed wrote an excellent article on Snapchat where Ben Rosen interviewed his sister about her Snapchat usage. It is not only entertaining but also very insightful. I recommend you...

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 / February 10th, 2016
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Four Wild Cards that Could Spur New Apple iPhone Growth

There has been a lot of talk that the iPhone has peaked and that it will not see any significant new growth. Although iPhone growth has slowed, I am not quite ready to say Apple’s...

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Tim Bajarin / February 9th, 2016
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The Growing Choices in Wireless Connectivity

Sometimes in order to see the big picture, you have to start with a deep dive. At a recent two-day workshop on connectivity hosted by modem and radio chipmaker Qualcomm, I was bombarded with technical … Continue reading

Bob O'Donnell / February 9th, 2016
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Comparing the Big Six in Q4 2015

Last quarter, I provided an overview of how the “Big Six” consumer technology companies performed and I thought I’d do a similar review for this quarter. As a reminder, the big six are a mix...

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Jan Dawson / February 8th, 2016
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Part 2: Branding Tech Companies

On January 10, 2016, I wrote an article entitled, “Platforms — Past, Present and Future“. The comments on the article made it clear to me there was massive confusion surrounding the meaning and purpose of branding in … Continue reading

John Kirk / February 8th, 2016
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What is LTE-U and Should You Care?

What if wireless operators had the ability to add substantial capacity to their networks without having to pay billions of dollars for additional spectrum? And what if this also made your WiFi work better? Well, … Continue reading

Mark Lowenstein / February 5th, 2016
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What Is Apple Afraid Of?

Apple, the company, just had one of its best quarters ever. AAPL, the stock, just had one of its worst quarters ever. What the hell is going on here? It’s hard to say who gets...

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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John Kirk / February 4th, 2016
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Valuations and Trajectories

This week saw Alphabet pass Apple for the title of most valuable company, only to have the situation reverse again later in the week. In the brief period when Alphabet was out in front, I … Continue reading

Jan Dawson / February 4th, 2016
ipadpro

Rethinking the Value of the iPad Pro and Surface Pro

Ever since 2-in-1s were introduced about five years ago, I have been cool to this form factor. The idea of marrying a tablet and a keyboard was a disconnect for me. Part of the reason … Continue reading

Tim Bajarin / February 3rd, 2016
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Could Mainstream PCs be Used to Power Better VR?

On January 25th, I wrote a piece in our main area where I asked the question, “Should Apple Jump on the VR Bandwagon?” I said Apple had not yet made much noise in the area...

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 / February 3rd, 2016

What We’ll Learn from Alphabet’s First Earnings

On Monday, Google holding company Alphabet will announce its first earnings under its new reporting structure. This past week, the company provided some information about exactly how it will break down its reporting between 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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Jan Dawson / February 1st, 2016
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Part 1: Android is a Stick Shift and iOS is an Automatic Transmission

On January 10, 2016, I wrote an article entitled: “Platforms — Past, Present and Future“. The comments to the article made it clear to me that there was a great deal of confusion surrounding the role … Continue reading

John Kirk / January 31st, 2016
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The Augmented Reality Enterprise Opportunity

The Consumer Electronics Show (CES) in Las Vegas this year catapulted virtual reality (VR) into mainstream consciousness. VR clearly has an interesting future ahead, primarily as a consumer-centric gaming and media play. But when I … Continue reading

Tom Mainelli / January 29th, 2016
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Is the Best Business Model for Autonomous Vehicles One-To-One or One-To-Many?

One of the more important trends at the 2016 CES show came from the auto industry. Although the Detroit and LA Auto Shows took place the following week, most of the big auto makers chose...

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 / January 28th, 2016
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Absorb or be Absorbed

Back in December, Uber and Facebook announced a partnership which would allow users of both services to hail an Uber car from within Facebook Messenger. This deal was emblematic of a pair of strategic imperatives … Continue reading

Jan Dawson / January 28th, 2016
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Nielsen Ratings: Too Primitive to be Accurate?

Six weeks ago, I received a call asking if my wife and I wanted to become a Nielsen family, allowing the ratings company to track the TV and radio programs we watch and listen to. … Continue reading

Phil Baker / January 27th, 2016
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Dissecting Google’s Apple Relationship

Bloomberg reported this past week that, based on a court transcript from the Oracle-Google lawsuit, Google paid Apple $1 billion in 2014 to be the default search engine in Safari on iOS. The transcript has...

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 / January 25th, 2016
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Should Apple Jump on the VR Bandwagon?

When anyone talks about VR these days, they normally bring up Microsoft’s HoloLens, Facebook’s Oculus Rift and Samsung’s Gear VR. A recent product from HTC called the Vive just entered the VR scene and we … Continue reading

Tim Bajarin / January 25th, 2016
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Who Won The Smartphone Wars: Google Or Apple?

Last week, an Oracle lawyer said in court that Google had made $31 billion in revenue and $22 billion in profit from Android, according to Bloomberg. ~ Miguel Helft (T)he comparisons between Google’s Android business and Apple’s … Continue reading

John Kirk / January 24th, 2016
ces-poster

The ‘Three Rs’ of Next Generation Tech: Rights, Rules, and Regulations

Even though there were no ‘blockbuster’ product announcements, this was the most exciting CES in some time. Between discussions and demos of drones, self-driving cars, IoT, AR/VR, and the next generation of screens, sensors and … Continue reading

Mark Lowenstein / January 22nd, 2016
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Why We Older Folks Should be Excited about Self Driving Cars

I had my first introduction to a self-driving car in 1962. I was 12 years old and it came thanks to my first visit to Disneyland when I took a ride in Automania. These 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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Tim Bajarin / January 21st, 2016