The Apple / Samsung battle for smartphone domination is starting to mirror the foment surrounding the movie industry’s opening weekend box office tallies. How did you open? Well for Apple, the opening weekend for the iPhone 5s and 5c was a blockbuster. Nine million units sold. Big Weekends or Big Portfolios Samsung’s flagship smartphone the Galaxy S4 took close to a month to sell 10 million units.
Samsung’s new smartwatch did the media tour yesterday and for all of its features, one thing stands out: it will only work with Samsung devices. Specifically for now it will be compatible with the Galaxy Note 3 and Galaxy Note 10.1. An article in Engadget commented, “while it will likely work with the GS4 [Samsung Galaxy S4]once that device gets an Android 4.3 update, we don’t expect that it
Microsoft announced yesterday that will acquire Nokia’s device and services business for around $7 billion. It is hard to recall when an acquisition was driven by a combination of strategy, management talent and tax law. It is also hard to express how a big a shift this indicates in tech sector business strategy. Mobile Device Strategy – stack ownership Apple started all of this. It has long belie
Last week Facebook released earnings. Still the behemoth of social networking, perplexingly it gets little respect from analysts. One of the biggest criticisms of Facebook over the past year was the risk it could be usurped because of its weakness in mobile. Case closed. Facebook is the world’s biggest mobile business. The stock gains over the past week now reflect the elimination of that risk. $6
The rapid rise of mobile devices built on Android has been one of the biggest mobile stories over the past 18 months. However, platform advertising growth has not matched market share gains. The latest Quarterly mobile advertising report from Adfonic shows some closing of the gap, but continued dominance by Apple. Apple Devices are Still King of Mobile Ad Delivery iOS devices combined for 40% of t
The big mobile news this week is IDC’s prediction that tablets shipments will exceed portable PC shipments for the first time in 2013. IDC further predicts that tablets will outpace all PC shipments by 2015. While many in the investment community are focused on the financial implications of the fall in PC demand, the rise in tablets in about more than economics. They are changing the way we do bu
Last week’s mobility news was led by Apple. This week seemed to be all Microsoft. The surprise announcement of the Microsoft Surface tablet / ultrabook hybrid Monday and Windows Phone 8 Wednesday gave the mobility ecosystem a lot to digest. However, there was other news as well. IDC announced late last week that it has upped its global tablet shipment estimates to over 107 million for 2012.
IDC just upped its estimated to global tablet sales for 2012…again. In March, IDC raised its estimate by 21% to 106 million units and now has raised it again to 107.4 million units just three months later. Analysts of all stripes underestimated the demand for iPads and Kindle Fires in Q4 2011 and again for the new iPad launched in March. What is even more interesting is what this analysis p
Last week we had Apple. This week it seems to be all Microsoft. I’m sure next week will be 24×7 Google with it’s I/O conference. With that said, the announcement of Windows Phone 8 is important for the industry. It is also nicely timed by Microsoft right after the flash and pomp of the Surface tablet announcement and the preview of Windows 8 and RT solutions on purpose built hard