30 Nov 2012

Microsoft Prices Surface Pro at $899, Should Have No Impact on Competition

Microsoft Surface Pro
In addition to the Surface RT, it looks like our price estimate of the Surface Pro was on target as well. Microsoft just announced that the Surface Pro will available in January, at a starting price of $899 for the 64GB version. As in the case of the Surface RT, this does not include the price of the heavily marketed touch/type cover. Let's take a look at the how this could affect Microsoft's mobile strategy.

27 Nov 2012

Android vs. iOS: Usage & Engagement Patterns

IBM - Mobile Black Friday Sales
Image Credit: IBM
IBM has just released their report on Black Friday sales, which shows that iOS devices accounted for 18.5% of online transactions compared to just 5.5% for Android. Unsurprisingly, this report caused quite a flutter in the tech community, with many calling this the Android "Engagement Paradox". Let's attempt to reconcile the differences between the conflicting research findings related to usage and install base.

23 Nov 2012

Google as a Wireless Carrier: Potential Impact on Subsidies & Smartphone Margins

Google Wireless Network

According to a recent report in the Wall Street Journal, Google and Dish network are in talks to partner on a new wireless service. A follow-up report on 9to5Google confirmed these developments and stated that Google will be ready to roll out the service by mid-late 2013. While talks are at a very early stage, Google's primary motive may be lowering the cost of data usage while bringing down smartphone prices and their associated subsidies.

20 Nov 2012

Windows 8 Sales Weak: Microsoft Blames OEMs

Windows 8 PCs

My post on Windows 8's pre-launch metrics suggested that the platform would see poor demand in the market and now, early reports seem to concur with that prediction. According to a report from Paul Thurrott, sales of Windows 8 based devices are far below Microsoft's expectations. Unsurprisingly, Microsoft has taken to blaming OEMs for their failure.

15 Nov 2012

iPad Mini: Delayed Purchases, Latent Demand & Cannibalization

iPad Mini vs. iPad 4

In my previous post, we had measured the iPad's "adjusted" market share in Q3 by estimating the expected QoQ growth in the absence of iPad Mini rumors. Let's use this "adjusted" figure to measure latent demand for the iPad Mini and see if it has any bearings on our previous cannibalization estimate.

13 Nov 2012

Tablet Market Share Trends: Android Tablets Gaining on iPad

iPad Mini vs. Nexus 7 vs. Kindle Fire HD

In my previous analysis of the tablet market, I had estimated that Android tablets would overtake the iPad's market share by Q2/Q3 2013, if the iPad Mini was launched in Q4. Let's delve into an analysis of the prevailing tablet market share trends and take a look at how realistic that estimate is.

9 Nov 2012

Windows RT Already in Trouble: OEM Interest Low After Surface Launch

Dell Windows RT

When Microsoft announced their intentions to be a "devices and services" company, I stated that it could pose a risk to their OEM relationships. With the Surface RT launch behind us, it looks like the Windows RT platform could be the first victim.

6 Nov 2012

iOS vs. Android: Impact of In-App Purchases on Revenue Gap

Google Play vs. iOS App Store

I have previously written about the Android platform's struggles in effectively monetizing apps. This is one reason why the developer community has traditionally launched apps on iOS first, before moving on to Google Play. However, recent data hints that this "monetization gap" may be shrinking thanks to in-app purchases.

2 Nov 2012

Impact of Google's New Nexus Line-Up: Nexus 4, Nexus 7 & Nexus 10

Nexus 4, Nexus 7 & Nexus 10

After numerous leaks and a canceled launch event, Google finally unveiled the revamped Nexus line-up. The product & pricing decisions seem to suggest that the "Nexus" brand's target segment is shifting from enthusiasts to the mass market. Let's take a look at the impact these products could have on the market.