30 Jun 2012

[News Update] HP Abandons Windows RT Tablets, Microsoft Surface to Blame

HP Windows RT Tablet

Hewlett-Packard has reportedly abandoned plans to release ARM tablets based on Windows RT, in response to the announcement of the Microsoft Surface. The report also states that multiple OEM partners are scrapping Windows RT tablet plans and focusing their efforts on the Android platform. This was inevitable, as the Microsoft Surface was a direct attack against OEM partners.

29 Jun 2012

RIM Delays Blackberry 10: Evaluates Network Sale, Microsoft Tie-up

Blackberry 10 Delayed


RIM has just announced their results for Q1 2012. In addition to an operating loss, RIM also announced that the launch of devices based on the Blackberry 10 OS has been delayed to "early 2013". All I can say is, "What a disaster!". 

27 Jun 2012

Impact of the Google Nexus 7: Tablet Price Wars

Google Asus Nexus 7

Google, in collaboration with Asus, has just announced the highly anticipated Nexus 7 tablet. This 7-inch tablet, housing a quad-core Tegra 3 CPU, will be sold at a price of $199 for the 8GB version and $249 for the 16GB version. Let's take a look at the current state of the tablet market and the impact this product & pricing strategy could have on market share trends.

20 Jun 2012

[News Update] Unprecedented Demand for Galaxy S3 at US Carriers

Samsung Galaxy S3

Looks like my last article about the impact of the Galaxy S3's US launch was right on the money. US carriers T-Mobile and Sprint have stated that availability of the Samsung Galaxy S3 will be delayed due to unprecedented demand.

19 Jun 2012

Microsoft Surface Tablet: Pricing & OEM Impact

Microsoft Surface Tablet

Microsoft has just announced that they will soon be selling their own Windows 8 tablet, the Microsoft Surface, in both ARM and x86 versions. In certain ways, this is a truly innovative product, but the biggest question few seem to be asking is "How will OEMs handle this?".

Android's Monetization Problem: App Developers Struggle with Revenues

Android Monetization

Flurry's latest figures show that developer interest in Apple's ecosystem has been consistently higher than that for the Android platform. The primary reason for this is not Android fragmentation, but app monetization. Monetization has consistently been Android's Achilles heel and it is the single largest threat facing the platform today.  Let's take a look at the reasons for Android's underperformance and Google's potential solutions.

12 Jun 2012

Slowing Android Growth in the US: Galaxy S3 Pre-Launch Impact

US Android Growth Slowing

Recent market share data from ComScore has spurred reports that Android market share in the US is slowing. The chorus is being led by none other than Horace Dediu from Asymco, who has laid out the data in some very insightful charts. But is this is long-term trend or part of a well-understood pattern?

5 Jun 2012

The iPhone's Churn Rate Illusion: Carriers Revolt over Subsidies

AT&T Verizon iPhone Subsidies


In my previous article, we established that the iPhone's market share is heavily dependent on carrier subsidies. Now let's take a look how iPhone subsidies affect carriers and the potential impact this could have on Apple.