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Chutzpah: Google also wants 2.25% of every iPhone sale

Philip Elmer-DeWitt — Thu, 09 Feb 2012 11:02:06 +0000

It's not enough that Google borrowed the phone's look and feel to make Android?

From Google's IEEE letter. Source: FOSS Patents. Click to enlarge.

It took a Techmeme news cycle for the import of Google's (GOOG) letter to the IEEE -- the nonprofit organization that sets technical standards for everything from AC/DC converters to Wi-Fi networks -- to sink in.

Early reports praised the company for joining Apple (AAPL) and Microsoft (MSFT) MORE

Android’s original standard bearer — HTC — falls from grace

Philip Elmer-DeWitt — Mon, 06 Feb 2012 11:42:05 +0000

Squeezed by Apple and Samsung, it had a bad quarter and expects the next to be worse

There was a time when HTC and Android were practically synonymous.

The Taiwanese manufacturer built the first commercially available Android phone -- the HTC Dream -- in 2008, and two years later collaborated with Google (GOOG) to build the Nexus One, the flagship of the Android line. Last November, it edged past Samsung, Apple (AAPL) MORE

Canalys: Apple led the way as smartphones overtook PCs

Philip Elmer-DeWitt — Fri, 03 Feb 2012 16:49:14 +0000

Total annual global shipments exceeded PCs (including tablets) for the first time in 2011

Source: Canalys

Canalys singled out Apple (AAPL) for special mention Friday when it announced that by its count, shipments of smartphones in 2011 overtook those of client computers, even when tablets are included.

"Apple's impressive end to the year resulted in it becoming the leading smart phone and client PC vendor in Q4 2011, with shipments of 37.0 MORE

With 8.7% market share, Apple has 75% of cell phone profits

Philip Elmer-DeWitt — Fri, 03 Feb 2012 13:20:33 +0000

Between them, Samsung and Apple are sucking up 91% of the winnings

Click to enlarge. Source: Asymco.com

Asymco's Horace Dediu on Friday updated his quarterly review of mobile phone profits, and the news for everybody but Apple (AAPL) just gets worse.

As the iPhone's share of the market in terms of units shipped has grown from 3% in second quarter of 2010 to 8.7% last quarter, Apple's share of the profits has swelled from MORE

Heavenly Steve Jobs ad spawns hellish flame war

Philip Elmer-DeWitt — Fri, 03 Feb 2012 11:34:49 +0000

A Taiwanese impersonator brings out the worst in Apple's critics and fans

Homage or sacrilege?

It's hard to say which is worse, the tasteless appropriation of Steve Jobs' trademark jeans and black turtleneck -- with added halo and angel wings -- to hawk a technology he famously dismissed as "shit," or the kinds of things people are saying to one another on YouTube, where the Taiwanese TV ad at the center MORE

And the prize for Best App Ever (2012 edition) goes to …

Philip Elmer-DeWitt — Fri, 27 Jan 2012 16:00:48 +0000

The results of the "People's Choice" app award are announced at Macworld|iWorld

Image: Halfbrick Studios

A record 1.5 million votes were cast earlier this month in the fourth annual Best App Ever contest, more than three times as many as last year. Created in 2008 by 148Apps -- a smartphone app-tracking website named after the maximum number of apps that could be installed on Apple's (AAPL) original iPhone -- its purpose, MORE

How much of the school tablet market belongs to Apple?

Philip Elmer-DeWitt — Fri, 20 Jan 2012 11:33:39 +0000

100% according to a survey of educational technology directors conducted in October

Image: Apple Inc.

In the wake of Apple's (AAPL) iPad textbook announcement Thursday, it might be useful to take a second look at Piper Jaffray's October survey of 25 school technology directors. The sample is small, concedes Gene Munster, who conducted the survey, but so is the population IT decision makers in U.S. schools.

Among his findings:

Apple has a virtual MORE

Impact of the iPhone 4S launch was ‘enormous,’ says Nielsen

Philip Elmer-DeWitt — Wed, 18 Jan 2012 12:00:33 +0000

Between October and Christmas, Apple's U.S. sales nearly caught up to Android's

Click to enlarge. Source: Nielsen

Three findings stand out in Nielsen's December survey of the U.S. mobile phone market, released Wednesday:

Among recent smartphone buyers, 44.5% of those surveyed in December bought an Apple (AAPL) iPhone, up from 25.1% in October 57% of new iPhone buyers said they chose the iPhone 4S over the less expensive iPhone 4 or iPhone 3GS Android's MORE

NPD: iPhone surged, Android slipped in Oct. and Nov.

Philip Elmer-DeWitt — Mon, 09 Jan 2012 21:16:49 +0000

Apple's (AAPL) share of the U.S. smartphone market nearly caught up to Google's (GOOG) Android in the first two months of the fourth quarter, according to a new report from the NPD Group.

Apple's market share jumped from 26% in Q3 to 43% in October and November while Android's fell from 60% to 47%.

Underscoring Apple's strength going into the holiday sales period, the company had the three best-selling smartphones -- the MORE

Why Apple is in no hurry to settle its iPhone patent suits

Philip Elmer-DeWitt — Mon, 09 Jan 2012 13:06:41 +0000

New analysis suggests the payoff could be seven fold greater if it holds out for a win

Click to enlarge.

In a note to clients issued Monday, Deutsche Bank's Chris Whitmore lists four possible outcomes of the patent wars being fought in courts around the world between Apple (AAPL) and the Google (GOOG) Android ecosystem:

1) settlement with per unit license fee paid to Apple; 2) a more favorable outcome where Apple MORE

ChangeWave survey finds ‘explosive momentum’ for Apple and Samsung

Philip Elmer-DeWitt — Mon, 09 Jan 2012 12:07:04 +0000

Interest in the Galaxy Nexus is high, but the iPhone still leads in customer satisfaction

Click to enlarge.

The next few months should be very good for Apple (AAPL) and Samsung -- and not so good for HTC and Research in Motion (RIMM) -- according to the results of a survey of 4,000 North American early adopters posted Monday by ChangeWave Research.

More than half of the respondents who plan to buy MORE

Apple bought 23% of the world’s NAND flash last quarter

Philip Elmer-DeWitt — Fri, 06 Jan 2012 16:39:34 +0000

And re-sold it to consumers for billions more than it paid, according to Toni Sacconaghi

The only difference between a 16 GB iPhone 4S and the 32 GB model is 16 GB of NAND flash memory, for which Apple (AAPL) charges customers $100.

But according to Bernstein Research's Toni Sacconaghi, Apple buys that memory for a heavily discounted price of $0.67 per gigabyte, or a total $10.72.

That's a pretty sweet mark-up. And an MORE

Adobe ad man tapped to run Apple’s struggling iAd service

Philip Elmer-DeWitt — Wed, 04 Jan 2012 23:31:11 +0000

Taking another crack at the $1.23 billion market for ads on tablets and mobile phones

According to several sources, Apple has hired Adobe vice president Todd Teresi to head its iAd mobile advertising service, a position that has been vacant since last summer.

iAd was one of those projects Steve Jobs launched with great fanfare but which hasn't quite panned out -- at least not yet.

He pitched it in April 2010 as MORE

If Android is so hot, why has Java ME overtaken it?

Philip Elmer-DeWitt — Sun, 01 Jan 2012 13:21:45 +0000

Ranked by Internet market share -- rather than unit sales -- Google is now No. 3

Data: NetApplications. Chart: PED