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Sunday, October 31, 2010

Apple as mobile phone vendor: First in profit, second in sales and fourth in units

Apple as mobile phone vendor: First in profit, second in sales and fourth in units: "

Change in top mobile phone vendor market, sales and profit shares rank over time:


Postcards for Asymco: metropolitan distribution of views by operating system

Postcards for Asymco: metropolitan distribution of views by operating system: "

Based on a reader query, I tried to find out where, by city, my readership is concentrated. I also sought to break this audience down by operating system.

Here are some observations:

For the last 30 days, here are the top operating systems used to reach, with the number of views from each.

  1. Macintosh 153,768

  2. Windows 101,329

  3. iPhone 78,716

  4. iPad 34,878

  5. Linux 7,262

  6. iPod 5,516

  7. Android 4,869

  8. (not set) 1,236

  9. BlackBerry 447

  10. SymbianOS 396

Looking at each OS, I can list the top cities where readers came from.

Macintosh 153,768

  1. London 6,513

  2. San Francisco 5,316

  3. New York 5,089

  4. Cupertino 4,293

  5. Austin 2,589

  6. Sydney 2,182

  7. Helsinki 2,131

  8. Los Angeles 1,918

  9. Seattle 1,847

  10. Portland 1,482

Windows 101,329

  1. London 3,827

  2. New York 3,275

  3. Helsinki 1,598

  4. San Francisco 1,504

  5. Seoul 1,409

  6. San Jose 1,260

  7. Chennai 1,226

  8. Sydney 1,116

  9. Seattle 1,100

  10. Melbourne 1,035

iPhone 78,716

  1. San Francisco 5,203

  2. New York 4,406

  3. London 4,053

  4. Chicago 2,328

  5. Seattle 1,836

  6. Los Angeles 1,638

  7. Melbourne 1,430

  8. Seoul 1,402

  9. (not set) 1,376

  10. Sydney 1,261

iPad 34,878

  1. London 1,759

  2. New York 1,060

  3. San Francisco 1,020

  4. Chicago 857

  5. Melbourne 739

  6. Outremont 694

  7. Santa Rosa 585

  8. Seattle 555

  9. San Jose 456

  10. Santa Clarita 440

Linux 7,262

  1. San Francisco 376

  2. London 233

  3. Helsinki 180

  4. New York 131

  5. Cambridge 126

  6. Bangalore 109

  7. Nantes 109

  8. Sydney 107

  9. Perchtoldsdorf 93

  10. Paris 86

iPod 5,516

  1. Eau Claire 471

  2. Melbourne 396

  3. Seattle 290

  4. Abuja 248

  5. San Jose 214

  6. Hudson 197

  7. Sydney 195

  8. Budapest 109

  9. Boston 95

  10. London 86

Android 4,869

  1. Seoul 761

  2. (not set) 325

  3. Dallas 248

  4. New York 169

  5. Amsterdam 148

  6. Calcutta 131

  7. San Francisco 81

  8. London 74

  9. Los Angeles 74

  10. Bergen 72

BlackBerry 447

  1. New York 121

  2. (not set) 78

  3. Waterloo 56

  4. London 50

  5. Buenos Aires 16

  6. Hong Kong 9

  7. Oldsmar 9

  8. Fairfield 7

  9. Wappingers Falls 6

  10. Boston 5

Symbian OS 396

  1. Helsinki 216

  2. Kauniainen 23

  3. London 21

  4. Seoul 13

  5. Tehran 10

  6. Frederiksberg 6

  7. (not set) 4

  8. Chennai 4

  9. Krakow 4

  10. San Francisco 4

The first surprise for me is that Seoul is the most popular source for Android views.

The second is that London is so prominent. Although the US is the biggest source of traffic by far, London is a very concentrated source from the UK.

The third is how there seem to be no Blackberry readers in the SF area.


Making it up in volume? How to view unit profitability vs. volume in handsets

Making it up in volume? How to view unit profitability vs. volume in handsets: "

The following chart shows the third quarter’s profitability of eight top phone vendors as a measure of phones sold multiplied by profit per phone.

It gives a new meaning to vertical vs. horizontal.

The total area represents total profit. This representation shows how the largest vendors make relatively little profit per phone but the large unit profit for Apple and RIM gives them a significant share of total industry profits.


ARM profits double as iPad drives demand

ARM profits double as iPad drives demand: "A record 1.5 billion microchips based on ARM's designs, which are used to power 98 percent of the world's mobile phones, were sold in the three months to the end of September"

Apple joins top-five handset vendors; Nokia leadership slips

Apple joins top-five handset vendors; Nokia leadership slips: "Apple has become a top-five global handset vendor off the back of its iPhone sales, as rivals LG Electronics and Nokia underperformed, according to analyst firm Strategy Analytics. Meanwhile year-on-year market growth of 13 percent in the third quarter of 2010 was below the 16 percent recorded in the first half of 2010, as component shortages and economic volatility “slightly” constrained volumes."

Nexus Two smartphone reported

Nexus Two smartphone reported: "There is speculation that Google is readying a successor to the Nexus One smartphone, despite the fact that Eric Schmidt, the CEO of the company, has ruled-out a second device in the line."

China Will Create Proprietary E-Books Standard

China Will Create Proprietary E-Books Standard: "
China Will Create Proprietary E-Books Standard

Last week the Chinese government had announced that it would "develop indigenous innovation capability to create market leaders and renowned brands." Based on the announcement, it seems that publishers and digital books distributers in China may have to play by China's rules, and it could potentially mean a more fragmented e-books market with a new standard. Throughout the rest of the world, however, the e-books market has been gravitating towards Amazon's format, Sony's format, PDF formatted e-books, and the EPUB standard which has been adopted by numerous libraries, Barnes & Noble with its nook, and Apple with the iBookstore among others. However, this news isn't too surprising considering that China has opted for home-grown technologies in the past in lieu of more widely adopted standards--the country has implemented proprietary standards for wireless to help build out its carriers and equipment makers, for example.

Permalink: China Will Create Proprietary E-Books Standard from Ubergizmo | Hot: Macbook Air Review,
Epic 4G Review


The PlayStation Phone: new photos, more details!

The PlayStation Phone: new photos, more details!: "

We've gotten our hands on some more images of the PlayStation Phone, and gleaned a few more juicy details about the handset. Firstly, as you can see in the photos, the model in question does indeed seem to be codenamed 'Zeus' (as we reported on the 27th). Furthermore, the handset pictured is running Android 2.2, though apparently there are multiple devices out there with different versions on board (including at least one packed with Android 3.0). Based on what we know, there's little chance the phone will launch with Froyo -- but it's clear these have been worked on for some time with various versions of the OS.

The device appears to have an 8GB microSD card slotted, and at least 512MB of internal storage (though we're hoping it's the 1GB we've heard would be present). As you can see from the pictures in the gallery below, the device isn't exactly thin -- we surmise that the handset is around 17mm thick, or slightly thicker than HTC's Touch Pro 2 (and funnily enough, about the same as the PSPgo). From a design standpoint, the device seems to have more in common with BlackBerry handsets than previous Sony Ericsson phones; that smoky chrome bezel which surrounds the device is definitely giving us Torch flashbacks. As always, we're hard at work digging up more info on the phone (and potentially more images), but for now, just sit tight and enjoy the exclusive photos in the gallery below.

The PlayStation Phone: new photos, more details! originally appeared on Engadget on Fri, 29 Oct 2010 16:56:00 EDT. Please see our terms for use of feeds.

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Samsung notches record profits, aims to sell ten million Galaxy S phones this year

Samsung notches record profits, aims to sell ten million Galaxy S phones this year: "My, how a year changes things. Q3 2009 was a nightmare for mega-corps in terms of earnings, but things have definitely been on the up and up just 12 months later. After Sony pushed out a glowing quarterly report this morning, rival Samsung has done likewise. The company saw record breaking revenues of ₩40.23 trillion ($35.8 billion) as well as profits (₩4.46 trillion; $3.96 billion) in this most recent quarter, with Sammy crediting strong semiconductor performance for the bulk of its newfound fortune. A tip of the hat was also given to its mobile communications business, with the outfit moving a staggering 71.4 million phones during Q3 2010 (a 19 percent boost year-over-year). Reports are noting that between five and seven million of those were of the Galaxy S variety, and it's hoping to sell ten million of 'em before the close of this year. All that said, the firm isn't expecting an equally rosy Q4, noting that a strengthening won and heightened price pressures around LCD panels and DRAM could put a damper on skyrocketing profits. So much for taking a day to celebrate, eh?

[Thanks, Rajendra]

Continue reading Samsung notches record profits, aims to sell ten million Galaxy S phones this year

Samsung notches record profits, aims to sell ten million Galaxy S phones this year originally appeared on Engadget on Fri, 29 Oct 2010 19:05:00 EDT. Please see our terms for use of feeds.

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Apple sues Motorola right back over six patents

Apple sues Motorola right back over six patents: "

What, you didn't think Apple was just going to sit around and take it after Motorola first sued for patent infringement and then asked to court to declare some 20 of Cupertino's patents weren't applicable to its products, did you? Apple's fired back with two lawsuits claiming that Motorola's Android phones, including but not limited to the Droid, Droid 2, Droid X, Cliq, Cliq XT, BackFlip, Devour A555, Devour i1, and Charm, infringe a total of six multitouch and OS patents. That would be pretty much par for the course -- you sue me, I sue you -- but there are a couple interesting strategic wrinkles to note:

  • We've only seen Apple litigate one of these patents before: #7,479,949, Touch Screen Device, Method, and Graphical User Interface for Determining Commands by Applying Heuristics. You should remember it well -- it's the patent covering scroll behavior on multitouch screens that was hyped as 'the iPhone patent' and triggered a press frenzy over a possible Apple / Palm lawsuit. As we predicted at the time, that hasn't yet materialized, but old '949's gotten pretty popular: Apple's asserting it against Nokia and HTC as well.

  • Apple might be suing over six patents in these two cases, but ultimately Apple will claiming Motorola's devices infringe a total of 26 patents -- part of Apple's defense to Motorola's 20-patent lawsuit will be to claim that that Moto's in fact infringing each of those patents. That's a lot of patents across a lot of devices, and it'll just take one finding of infringement to cause a lot of pain.

  • Apple's filed its two cases in the Western District of Wisconsin, a patent 'rocket docket' that tries cases quickly and are often perceived as being plaintiff-friendly. (Part of the Apple / Nokia lawsuit is happening in this same court.) Moto's obvious next move will be to try and consolidate all these cases into a single proceeding at one court, a procedural tactic that will take likely take months. And that's just the first step. Don't expect these cases to be decided for at least a year -- probably many years -- unless Apple and Motorola decide to settle, which is always possible.

  • Apple's now seriously engaged in litigation with the two largest Android handset makers (HTC and Motorola), largely over OS-level patents. At some point Google has to get involved, if only to indemnify its partners against further liability for using Android, and we can't help but think Apple and Google are eventually bound to face off directly. Or perhaps not -- by suing Android handset makers, Apple's essentially putting a tax on Android without having to further muddy up its complex competitor / partner relationship with Google by adding in a major lawsuit.

We've added in a list of the patents after the break, if you're interested -- and we know you're interested, right? It's not like it's a beautiful Saturday afternoon or anything.

Continue reading Apple sues Motorola right back over six patents

Apple sues Motorola right back over six patents originally appeared on Engadget on Sat, 30 Oct 2010 15:42:00 EDT. Please see our terms for use of feeds.

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iPhone: 4% market, 50% of profit

iPhone: 4% market, 50% of profit: "

When it comes to helping investors visualize the effect of Apple's entry on the mobile phone market, nobody does it better than Asymco's Horace Dediu.


Wednesday, October 27, 2010

Carphone Warehouse to release Nexus 2 from Google?

Carphone Warehouse to release Nexus 2 from Google?: "Rumor has it that the Carphone Warehouse, will be working with Google as the single retailer for the forthcoming Nexus 2. For those not in Europe, “The Carphone Warehouse, is Europe’s largest independent mobile phone retailer, with over 1,700 stores across Europe. It is based in the United Kingdom and is a 50% subsidiary of [...]

Carphone Warehouse to release Nexus 2 from Google? was written by the team at Android Authority.


Monday, October 25, 2010

Chipmaker Gemalto Sues Google, HTC and Motorola Over Android

Chipmaker Gemalto Sues Google, HTC and Motorola Over Android: "

gemalto logo Chipmaker Gemalto Sues Google, HTC and Motorola Over AndroidThe lawsuits are just piling up for Android, and this time it’s a relatively unheard-of chipmaker named Gemalto that has Google in its sights. However, HTC, Motorola and Samsung are also the target of this particular lawsuit as Gemalto contends that all the aforementioned parties are guilty of patent infringement.

The complaint in particular follows Apple’s and Oracle’s lawsuit, according to Reuters:

Gemalto said in a statement it filed the lawsuit in the U.S. District Court for the Eastern District of Texas for alleged infringement of its patented technologies in the open-source Android system and Dalvik operating environment.

The patented technologies were developed in the 1990′s at Gemalto’s research and development facilities in Texas, the statement said.

Unfortunately, the report doesn’t get into specifics, but it is similar to the Apple and Oracle lawsuits against HTC and Google, respectively:

Apple sued HTC over its Android phones in March followed by Oracle’s complaint against Google in August.

None of the involved parties were available for comment, but this will probably be another lawsuit that disappears into oblivion as far as the public is concerned, and HTC, Motorola, Samsung and Google may all end up settling in the end.

[Via: Reuters]

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