I’m not predicting the following will happen, but I’m also not saying it won’t.1 September 18, 2018, Beijing, China – In a development few could have foreseen even five years ago, it’s Beijing and its global icon Xiaomi that is the star of September, the role formerly filled by the increasingly irrelevant Apple. At 10AM […]
C is for Changing My Mind
Yesterday’s article about iPhone 5c pricing prompted a vigorous discussion on Twitter, and I’m changing my mind on a few points (I told you I have strong opinions weakly held!): I was always wavering on the 3G idea: Imagine an LTE iPhone 5C sold to post-pay carriers, and a non-LTE iPhone 5C sold at a […]
C is for Choices
I have to admit, it was a bit of a thrill breaking the news to the western world of the latest iPhone leak: Taiwan's Apple Daily claims to have iPhones 5C and 5S: http://t.co/bAZ8F49Wzn Double flash on 5S, highly scratch-resistant plastic on 5C. — Ben Thompson (@monkbent) August 21, 2013 Still, it really wasn’t anything new […]
The App Store Rainbow
Postulate: The greatest differentiator for iOS is the quality of its apps. That’s the position taken by Benedict Evans in a must-read piece: If total Android engagement moves decisively above iOS, the fact that iOS will remain big will be beside the point – it will move from first to first-equal and then perhaps second […]
The iPad is like the iPod, not the iPhone
Most folks seem to instinctively compare the iPad and the tablet market to the iPhone and smartphone market, and it’s easy to see why. They share the same OS, the same competitor, many of the same apps, and, of course, the same time period – the present. But in reality – and this touches on […]
Paul Otellini’s Intel
From an extended feature in The Atlantic: Even Otellini betrayed a profound sense of disappointment over a decision he made about a then-unreleased product that became the iPhone. Shortly after winning Apple’s Mac business, he decided against doing what it took to be the chip in Apple’s paradigm-shifting product. “We ended up not winning it […]
Change for Change’s Sake
iPhone OS was, but for copy-and-paste, a perfect OS (bear with me here – assume this is true). It handled every function the iPhone was expected to do in an incredibly elegant and polished way, and it’s not an accident that much of the core functionality has gone unchanged for six years. The tech press […]
Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
Why Do Carriers Subsidize the iPhone?
Horace Dediu at Asymco used the data I compiled1 in “The Case for the Low-Cost iPhone” to further elucidate why carriers tolerate the iPhone’s industry-leading subsidies. The presumption behind smartphone usage is that it leads to more browsing which leads to more network usage which in turn, leads to more network revenues and, finally, more […]
Observations on the App Annie Index
App Annie posted their quarterly app report this week, and there were three big-picture trends that jumped out at me. 1. Google Play is getting over the monetization hump, and it’s likely due to in-app purchase From the report: Over the past quarter, Google Play has achieved higher growth rates than the iOS App Store […]