Apple and Emerging Markets

One of the misconceptions about Apple’s iPhone run was that China was an emerging market. If anyone had been to China in the last four or five years, you would realize there are two China markets. There are parts of China which are under developed but there are also very large parts of the country … Continue reading Apple and Emerging Markets

The Battle for the Second Screen

Advances in smart TVs, set-top boxes, and cord-cutting services have driven some important improvements in TV viewing for most consumers. But there’s still one glaring hole when it comes to a truly modern connected TV experience: synchronized second screen content. The vast majority (75-80% according to a recent survey conducted by TECHnalysis Research of over … Continue reading The Battle for the Second Screen

Apple Watch and Dissatisfaction

One of the things that interests me most with regards to the Apple Watch owner research I’m involved with as a part of Wristly is the way we are able to observe, on a monthly basis, the behaviours of consumers in a brand new category. To my knowledge, nothing like this has been done before. … Continue reading Apple Watch and Dissatisfaction

Comparing the “Big 6” Consumer Tech Companies

After earnings season ends, I always like doing some comparisons between some of the largest and most important consumer technology companies to see how they measure up on key financial and operating metrics. I’ve shared some of this data with Tech.pinions Insiders once before, and I thought I’d do so again now we’re through the … Continue reading Comparing the “Big 6” Consumer Tech Companies

Is Apple Positioning the iPad Incorrectly?

Over the last few weeks, since the iPad Pro came out, Apple CEO Tim Cook has often stated the iPad Pro could replace a laptop. While I believe there is some truth to this, after using an iPad Pro for some time now, I am starting to wonder if this positioning is completely accurate. When … Continue reading Is Apple Positioning the iPad Incorrectly?

Survey: Hot Tech for the Holiday

I recently ran a survey asking consumers what categories they have prioritized on their Holiday Season shopping list, either for themselves or as a gift. Here are the results. As you can see, it looks like tablets will again have a good holiday quarter, as they typically do. I can see a product like the … Continue reading Survey: Hot Tech for the Holiday

IOT’s Biggest Impact? Business Models

The more time I spend delving into the world of the Internet of Things (IOT), the more convinced I am that it’s biggest impact won’t be technological, but business related. Of course, we still have to get off the crazy hype cycle that IOT is on before this can really happen (and we’re likely still … Continue reading IOT’s Biggest Impact? Business Models

Android and the Innovator’s Dilemma

This post was originally published for subscribers only. Many encouraged us to publish publicly so it could be more broadly read. If you are interested in our subscription analysis service you can learn more here. We have two very different things happening in the smartphone world. We have Apple, who is growing smartphone share in … Continue reading Android and the Innovator’s Dilemma

The iPhone and Growth at Apple

Apple reported its results for the third calendar quarter of 2015 last week and, as is often the case, the performance of the iPhone was the biggest specific thing investors were looking at. The good news for Apple and its investors was iPhone growth was indeed strong year on year and this in turn drove … Continue reading The iPhone and Growth at Apple

Apple Watch Owners Remain Satisfied

Last quarter, the Wristly team and I set out to run the first ever Apple Watch customer satisfaction report. Our first survey returned a customer satisfaction level of 97%, which, for a first generation product, is quite impressive. While there were some concerns about bias in our panel because it was an opt-in panel of … Continue reading Apple Watch Owners Remain Satisfied

Musing on the On Demand Economy

This article is shared from our subscriber portal. We offer fresh insight and analysis on the global technology industry for those who want to learn more and stay informed. Click here to learn more. Living here in Silicon Valley and working with as many venture capitalists as I do, I can’t escape discussions of “The … Continue reading Musing on the On Demand Economy

iPad Pro and Surface. The Future of Notebooks

There is an unquestionable trend emerging — tablets are evolving into notebooks. This does not mean all tablet/notebook combinations will replace PCs. However, it does validate the opinion that there is a segment for these devices and our conviction is that the segment is quite large. In my view, what Apple has done with the … Continue reading iPad Pro and Surface. The Future of Notebooks

The iPad, Re-invented

(Earlier today, we posted an analysis of Apple’s event for Tech.pinions Insiders but we wanted this snippet from our full note to subscribers to be seen by a wider audience. If you’d like to read more or want to become a Tech.pinions Insider, please click here) Unquestionably, a new era for the iPad has begun. … Continue reading The iPad, Re-invented

Apple and the Benefit of the Doubt

I’ve struggled to articulate some of the sentiment I sense toward Apple in many public and private conversations, as well as the many we will see over the coming weeks and months. Apple has been an area of study for me for over 15 years. For my father, Apple has been a focus for over … Continue reading Apple and the Benefit of the Doubt

The Rise of First-Party Pre-Installed Apps

Next week should see the announcement of Apple’s latest iPhones and, about ten days later, their availability and the public release of iOS 9. Among other features, one of the interesting things to note is iOS 9 brings a couple more pre-installed apps from Apple over iOS 8. Apple isn’t alone in this – Android, … Continue reading The Rise of First-Party Pre-Installed Apps

Addressing Concerns over Apple’s iPhone Growth

This post was originally published for Tech.pinions subscribers. Due to encouraging feedback to have more people read it, we are making it free for all. If you are interested in learning more about our analysis service for subscribers, please click here. There is no single question I get more from contacts on Wall St. than those … Continue reading Addressing Concerns over Apple’s iPhone Growth

The IoT Monetization Problem

While everyone’s talking about the exciting potential of the IoT market, one fundamental question seems to be getting overlooked. Who’s actually going to make money with IoT? I’d argue the question is actually very difficult to answer on several levels. First, at a core philosophical level, the Internet of Things is supposed to be about … Continue reading The IoT Monetization Problem

Taming the Energy of Gaming Computers

Gaming PCs consumed roughly 75 billion kilowatt-hours per year of electricity By Dr. Jon Peddie, President, Jon Peddie Research, publishers of “Tech Watch” and “Graphics Speak” with Nathaniel Mills of “Greening The Beast” and Evan Mills of Lawrence Berkeley National Laboratory In the journal “Energy Efficiency”, Evan Mills of the Lawrence Berkeley National Laboratory has … Continue reading Taming the Energy of Gaming Computers

Waste Less Time on Apple Reports

It’s been an interesting week for those who spend their time paying attention to Apple’s third quarter earnings. The fun started last week with an analysis from Slice Intelligence that claimed a 90% drop in the sales of the Apple Watch since the launch. Never mind the fact that Slice’s data was based on nonsense, … Continue reading Waste Less Time on Apple Reports

Where the Apple Watch goes next

So much has been written already about the Apple Watch over the past few days that I’m reluctant to add to the pile. But having already written a preview piece and a brief analysis of the numbers as released, I actually want to move on to where the Apple Watch goes next because, regardless of … Continue reading Where the Apple Watch goes next

The god-like Powers Of Tech

AUTHOR’S NOTE: I do not know the source of this outstanding analysis, but I got it from Ben Thompson, HERE, and I will attribute it to him until such time as I’m advised otherwise. ADDENDUM: Ben Thompson has informed me that the brilliant “Omniscience, Omnipotence, Omnipresence” analysis upon which I built this article was original … Continue reading The god-like Powers Of Tech

Classifying Privacy Concerns

Privacy has been in the news a lot recently but, for once, not because of some egregious breach. Rather, it is Apple executives’ repeated statements of the company’s commitment to user privacy and the way in which it seeks to set itself apart from its competitors on this point. I thought it would be useful, … Continue reading Classifying Privacy Concerns

Analyzing Microsoft’s and Apple’s Approach to Tablets

With Windows 10 on the horizon and Apple’s latest iOS 9 which will bring the iPad into much closer competition with PCs, it is worth looking at how the two platform companies are approaching tablets. As outlined in this report, my thesis for tablets has always been it is the true mass market computer. The … Continue reading Analyzing Microsoft’s and Apple’s Approach to Tablets

Apple’s WWDC: Three Big Things

As I digest Apple’s plentiful announcements at WWDC, I want to highlight a few I think have long range foundational impact. As our readers know, I look at the foundations platforms lay and then build upon. At the core, Microsoft, Apple, and Google all are continuing to evolve in directions that suit their strengths and … Continue reading Apple’s WWDC: Three Big Things