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Samsung's sky-high marketing budget may be crimping its smartphones' profitability
Because Of This Chart, A Serious Person Posited That Samsung Might Someday Buy Google (SSNLF, GOOG)

Asymco: Google makes only $1.70 a year per Android device

tech.fortune.cnn.com
Apple, by contrast, generated more than $575 for every iOS device it sold last year Source: Asymco.com “In terms of returns, Android is sustainable,” writes Asymco’s Horace Dediu at the end of a long analytical piece posted Monday. “However, in relative terms the value created leaves much to be desired.”...
Asymco: Google makes only $1.70 a year per Android device

Samsung mocks Apple in a Superbowl teaser

tech.fortune.cnn.com
By Friday the spot had gone viral on YouTube with 1.7 million views FORTUNE -- According to Asymco's Horace Dediu, Samsung spends nearly  $12 billion a year on advertising, commissions and sales promotions -- more than Apple (AAPL), HP (HPQ), Dell (DELL), Microsoft (MSFT) and Coca Cola (KO) combined. Where is that money...
Samsung mocks Apple in a Superbowl teaser

Generally, I’m not a fan of these survey-based numbers,...

parislemon.com
Generally, I’m not a fan of these survey-based numbers, but they can be useful in surfacing trends. Horace Dediu digs into comScore’s latest smartphone numbers to find: Here again we see the lowest user growth for Android since 2009 (and hence since it reached mainstream distribution.)...
Generally, I’m not a fan of these survey-based numbers,...

It's Not Just Phones Where Apple Dominates Profits

parislemon.com
It's Not Just Phones Where Apple Dominates Profits: Horace Dediu: If this estimate is considered then the operating profits from PC operations imply that Apple generates more profit than all the top 5 PC vendors combined. Assuming further that "other" vendors have the same profitability ratio as the top 5...
It's Not Just Phones Where Apple Dominates Profits

Gene Muster and Horace Deidu talk about Apple's long term risks

9to5mac.com
Chat from Fortune Brainstorm Tech where Inside Apple’s Adam Lashinsky asks Gene “Apple Television” Munster and Asymco’s Horace Diedu about a post Steve Jobs Apple and the biggest risks in the future. Non-Flash here. 40.714513 -74.005122...
Gene Muster and Horace Deidu talk about Apple's long term risks

Asymco's Horace Dediu on the future for smartphones and tablets

www.guardian.co.uk
Analyst predicts mobile industry structural and macroeconomic challenges at Guardian Mobile Business SummitThe mobile industry disruption wrought by Apple, Samsung and smartphones more generally in the last five years continues, making it hard to predict how the next five years will shake out, even for those currently-dominant manufacturers, according to...
Asymco's Horace Dediu on the future for smartphones and tablets
Google Play About To Pass 15 Billion Downloads? Pssht! It Did That Weeks Ago
Has Apple caught up to Windows in the 'post-PC' era?

CHART OF THE DAY: Apple Is Pulling In 40% Of All Mobile Industry Revenue, And 75% Of All Mobile Profits (AAPL)

www.businessinsider.com
Apple's dominance of the mobile industry is just breath taking. This chart from Horace Dediu shows that Apple now has 75% of the mobile industry's profits, and 40% of its revenue. Remember, this is a business line that did not exist for Apple 5 years ago. The lines on...
CHART OF THE DAY: Apple Is Pulling In 40% Of All Mobile Industry Revenue, And 75% Of All Mobile Profits (AAPL)

Comparison of First Seven Quarters: iPod, iPhone, iPod

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Nice little chart from the great Horace Dediu. If you asked me what the most underrated aspect of Apple is today, I’d say it’s the speed at which iPad sales have grown. The iPhone took off fast, but the iPad has taken off way, way faster. I suspect many Apple...
Comparison of First Seven Quarters: iPod, iPhone, iPod

iOS devices dominate mobile device online shopping stats

arstechnica.com
Asymco Online shoppers are increasingly using mobile devices to buy gifts for the holidays, according to IBM's 2012 Holiday Benchmark Report, and those shoppers overwhelmingly prefer Apple's iPad and iPhone to do so. Black Friday purchases via mobile devices accounted for nearly one quarter of all sales for the...
iOS devices dominate mobile device online shopping stats

Apple could see 1 billion iDevices sold by 2015, says analyst

news.cnet.com
Calculating the number of iTunes accounts projected over the next two years, analyst Horace Dediu believes Apple could hit that 1 billion threshold in device sales. [Read more]...
Apple could see 1 billion iDevices sold by 2015, says analyst

Apple Controls 75% Of The Profits In The Key Mobile OEM Space

parislemon.com
Apple Controls 75% Of The Profits In The Key Mobile OEM Space: Speaking of crazy charts… these great ones by Horace Dediu of Asymco are just bonkers. In the first, you’ll see that Apple retains the top rank in profitability among mobile phone OEMs for the third straight year… In...
Apple Controls 75% Of The Profits In The Key Mobile OEM Space

Why is shopping via iPad and iPhone outpacing Android?

tech.fortune.cnn.com
A deeper look at the surge in Black Friday shopping by smartphone and tablet FORTUNE -- One of the paradoxes of IBM's Thanksgiving and Black Friday shopping report was that Apple (AAPL) mobile devices -- especially the iPad -- led the surge in online shopping, and not the Android devices that have...
Why is shopping via iPad and iPhone outpacing Android?

Nearly 1 in 4 computers sold last quarter were tablets

gigaom.com
On Monday, research firm IDC reported that 27.8 million tablets were sold worldwide in the third quarter of 2012 with Apple holding the majority even as other vendors, such as Samsung and Amazon, are catching up. But that’s not the story: Tablet sales have already approached nearly 25 percent of PC sales....
Nearly 1 in 4 computers sold last quarter were tablets

iTunes users spend $40/year on apps, music, and digital shtuff

venturebeat.com
July 9-10, 2013 San Francisco, CA Early Bird Tickets on Sale Apple has built a massive and fast-growing $16 billion annual revenue stream in digital content alone, Apple analyst Horace Dediu says. The company announced that quarterly iTunes revenues topped $4 billion — including $2.4 billion in content alone...
iTunes users spend $40/year on apps, music, and digital shtuff

Global mobile outlook by Horace Dediu, Asymco - video

www.guardian.co.uk
Speaking at the Guardian Mobile Business Summit 2012, Horace Dediu of Asymco discussed some of the key questions which will decide the future of the mobile industry, showing where mobile technologies are today and how different mobile manufacturers have risen and fallen over the past half decade....
Global mobile outlook by Horace Dediu, Asymco - video

Analyst Suggests iPhone 5S Could Launch in Mid-2013 with NFC, 128 GB Storage, 6-8 Colors

www.macrumors.com
Jefferies analyst Peter Misek today released a new research report that is gaining attention for its claims regarding Apple's next generation of iOS devices. Based on supply chain checks, Misek believes that the iPhone 5S is likely to launch in June or July of next year, in line with several...
Analyst Suggests iPhone 5S Could Launch in Mid-2013 with NFC, 128 GB Storage, 6-8 Colors

Microsoft's Big Tablet Dilemma Illustrated In Two Steve Ballmer Quotes (MSFT)

www.businessinsider.com
Is Steve Ballmer contradicting himself about the Surface tablet? Horace Dediu of Asymco notes two Ballmer quotes that show the tightrope he's being forced to walk now that Microsoft is building its own hardware. In an interview with CRN, Ballmer is asked about Microsoft doing a phone, and he says,...
Microsoft's Big Tablet Dilemma Illustrated In Two Steve Ballmer Quotes (MSFT)

US Apple Stores make record sales whatever the measurement, says new analysis

9to5mac.com
Apple’s US retail stores, which already make more money than any other store per square foot, also top the list when it comes to revenues per visitor, according to figures from Asymco’s Horace Dediu (via CNET). Dediu calculated that in the latest quarter’s figures, Apple achieved an average revenue of $13m...
US Apple Stores make record sales whatever the measurement, says new analysis

The Apple app as a termite hollowing out whole industries

tech.fortune.cnn.com
Photography and publishing are already crumbling. Games and television could be next. FORTUNE -- Apple's (AAPL) devices get more than their share of media and investor attention. But like Google (GOOG), Microsoft (MSFT), Facebook (FB) and Amazon (AMZN), Apple is, at its heart, a software company. So argues Asymco's Horace Dediu...
The Apple app as a termite hollowing out whole industries

Apple's Share of Profits Among Top Mobile Phone Vendors Hits 75%

www.macrumors.com
asymco's Horace Dediu has released his latest calculations of revenue and profits in the global mobile phone industry, finding that Apple has increased its share of the top vendors' profits to 75%. Samsung followed in second place with 16% of industry profits while no other vendor accounted for more...
Apple's Share of Profits Among Top Mobile Phone Vendors Hits 75%

Apple Still Has a Giant Advantage in Digital Music, With 75 Percent of the Market

allthingsd.com
There are a lot of places to spend money on digital music, but all of them are dwarfed by iTunes. If you spend any time at all thinking about the digital music business, you know that already. But it’s good to see it spelled out, courtesy of Asymco analyst Horace...
Apple Still Has a Giant Advantage in Digital Music, With 75 Percent of the Market

Video: Debating Apple's future

tech.fortune.cnn.com
Gene Munster, senior research analyst with Piper Jaffray, and Horace Dediu, founder of Asymco.com, talked about what's next for Apple under Tim Cook's leadership at Fortune Brainstorm Tech in Aspen, Colorado. Filed under: Brainstorm Conference, Contributors...
Video: Debating Apple's future

Chart of the day: Apple’s iPad as the PC market’s cutting edge

tech.fortune.cnn.com
The traditional personal computer business is shrinking. The tablet is just taking off Source: Asymco.com FORTUNE — Asymco‘s Horace Dediu put this chart together Wednesday after Dell’s (DELL) earnings miss — the first in which management acknowledged the competition from Apple (AAPL) and Google (GOOG). Dediu writes: “And so, two...
Chart of the day: Apple’s iPad as the PC market’s cutting edge

Apple Sold More iOS Devices Last Year Than Macs In 28 Years (AAPL)

www.businessinsider.com
The headline says it all. Pretty mind blowing stat and chart from Horace Dediu at Asymco. Please follow SAI on Twitter and Facebook.Join the conversation about this story »See Also:THE APPLE INVESTOR: Do You Have More Confidence In Tim Cook Now?What Do You Think Of Apple's New OS X...
Apple Sold More iOS Devices Last Year Than Macs In 28 Years (AAPL)

Tim Cook confirms Mac production coming to the US in 2013

www.engadget.com
It's not just going to be "some" iMacs that bear the legend "assembled in the USA," but potentially a whole line of Apple's computers from next year. In a TV interview with Brian Williams which will air on NBC tonight, Tim Cook is tipped to confirm that production of...
Tim Cook confirms Mac production coming to the US in 2013

Nokia Halves Price of Lumia 900 "Hero Phone"

allthingsd.com
The Lumia 900, Nokia’s flagship Windows Phone handset and AT&T’s “hero phone,” has had its U.S. price slashed by half, just three months after its release. As of Sunday the Lumia 900 can be purchased for just $49.99 with a two-year contract through AT&T. That’s an aggressive price cut for...
Nokia Halves Price of Lumia 900 "Hero Phone"
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