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iPhone 5C: Apple's Pricing Dilemma 26 Aug 2013 | 06:48 pm
In my last post on Apple's "low-cost" iPhone, I had estimated that the unsubsidized launch price could range from $300 to $350, based on a few assumptions. However, over the last few months, it has be...
iOS vs. Android: Gaming App Revenue by Region 22 Aug 2013 | 07:00 pm
IDC & App Annie just released a very interesting report on the state of mobile gaming applications. The report details consumer spending patterns on gaming apps for iOS and Google Play. For each platf...
Smartphone Market Share by Country - Q2 2013: Android Leads, iPhone Slips, Windows Phone Inconsistent 19 Aug 2013 | 07:00 pm
It's time again for my quarterly review of global smartphone market share trends. Global data for Q2 2013 is sourced from Gartner, while country-wise data is sourced from Kantar's monthly reports. Ove...
The iPad is Not Comparable to the iPod: Margins vs. Price 15 Aug 2013 | 06:28 pm
Since the launch of the iPad, certain segments of the analyst community have consistently compared the tablet market to the iPod-dominated music player market. After Android tablets made a major marke...
Tablet Market Share Trends: Android Grabs 60% Share in Q2 2013 Amid Market Decline 12 Aug 2013 | 07:00 pm
IDC released their tablet market estimates last week that showed the overall tablet market decline by about 10% sequentially. As I expected, Android tablets were responsible for about 62% of quarterly...
The Reality About Android Tablet Usage: Browsing Share by Region 8 Aug 2013 | 07:00 pm
Over the last few quarters, Android tablets have overtaken the iPad's quarterly shipments thanks to strong vendor performance across all tiers. However, many analysts consider this meaningless because...
Impact of Value Chain Evolution on PC & Mobile Business Models 5 Aug 2013 | 07:14 pm
The evolution of the PC and mobile handset industry have been mirror images of each other, as both saw two distinct disruptions: a new market disruption, followed by a low-end disruption. The shift fr...
The Microsoft Surface Effect: ASP Hints at Further Inventory Writedowns 1 Aug 2013 | 07:00 pm
Microsoft's annual 10-K filing has some interesting data points that could provide more clues about the state of its device business. Microsoft reported $853 million in revenue from Surface RT/Pro, wh...
Chromecast: Just One Part of the TV Disruption Puzzle 29 Jul 2013 | 06:48 pm
Last week, Google unveiled the Chromecast, a cloud to TV streaming device. The device has received both critical acclaim and brickbats from different sections of the media. Fans point to the ease of s...
Apple's Achilles Heel: Q3 Results Highlights Emerging Market Weakness 24 Jul 2013 | 07:00 pm
Apple's Q3 2013 results beat analyst expectations even as it reported flat revenue and a second consecutive quarter with a decline in earnings. iPhone shipments of 31.2 million were far higher than es...
