As sales of smartphones and tablets grew, the PC market shrank.
FORTUNE -- The makers of Microsoft (MSFT) Windows computers can take some comfort in the fact that, as CNN Money's Adrian Covert put it Friday, Macs down, PCs up in the third quarter of 2013.
But take a slightly longer view, as the attached chart does, and things look pretty bleak for the once-mighty Wintel empire.
Windows PC growth rates have been MOREPhilip Elmer-DeWitt - Oct 11, 2013 10:17 AM ET
The key, Horace Dediu says, is to think of the iPhone as a data services salesperson.
FORTUNE -- The short answer for why Apple (AAPL) charges so much for its iPhones -- e.g. $549 for the new iPhone 5C that most analysts expected would sell for somewhere between $300 and $400 -- is that it can.
"Anybody would if they could," writes Horace Dediu on his Asmyco blog. "That's a poor question. MOREPhilip Elmer-DeWitt - Sep 12, 2013 8:23 AM ET
Horace Dediu estimates that Apple will sell its billionth iOS device some time in 2014.
FORTUNE -- One of the great things about the Race to a Billion chart above, posted Friday on Horace Dediu's Asymco blog, is that it suggests that all computing platforms eventually reach a natural limit, where their growth starts to level off.
PCs running Microsoft (MSFT) Windows were the first reach 1 billion, but because the platform took MOREPhilip Elmer-DeWitt - Sep 7, 2013 8:36 AM ET
Also share of mobile revenues and phones shipped, as estimated by Horace Dediu
Click to enlarge.
FORTUNE -- On Wednesday, when we posted Horace Dediu's "fuzzy snapshot" of the worldwide mobile phone market by units shipped, we wondered what the chart would look like if Dediu was graphing instead mobile phone profits.
We didn't have to wait long for an answer. The next day, Dediu's Asymco website offered a multipart graph of the MOREPhilip Elmer-DeWitt - Aug 22, 2013 7:25 AM ET
Dumb phones in blue, smartphones color-coded by vendor.
FORTUNE -- "Tracking the mobile phone market hasn't been getting any easier," writes Asmyco's Horace Dediu, who does it as well as anyone. "The lack of published data from many incumbents (including the largest) is compounded by the lack of visibility into entrants."
Nonetheless Dediu managed Tuesday to publish what he calls a "fuzzy picture" of the market as measured by unit sales.
If he MOREPhilip Elmer-DeWitt - Aug 21, 2013 6:56 AM ET
Remember those headlines about Samsung "dethroning" Apple in profits? Forget them.
FORTUNE -- If anyone can draw a picture that puts to lie Strategy Analytic's claim -- widely reported in the tech press -- that Samsung has become the world's most profitable smartphone vendor, Horace Dediu can.
The chart above was adapted from That Competition Thing, a post on his Asymco.com blog that compared the top and bottom lines of Apple (AAPL), Amazon MOREPhilip Elmer-DeWitt - Aug 4, 2013 6:20 AM ET
Horace Dediu's walks up to Tuesday's earnings report with a dazzling iPad slide show.
FORTUNE -- Of the nearly five dozen analyst's notes we gathered in advance of Apple's (AAPL) Q3 earnings report this afternoon, none were as colorful as Horace Dediu's.
The founder of Asymco.com presented his in the form of a "Padcast" -- a miniature, downloadable version of the kind of iPad-based interactive slide presentations he has been taking on MOREPhilip Elmer-DeWitt - Jul 22, 2013 6:52 PM ET
Technically no, but the dynamics of the market are shifting in interesting ways.
FORTUNE -- On Wednesday, Asymco's Horace Dediu posted the chart at right in response to a statement by UBS analyst John Hodulik -- reflecting conventional wisdom on Wall Street -- that "everybody has got a smartphone."
Using comScore data, Dediu was able to show
That 40% of U.S. mobile customers still use feature phones and represent an untapped market
That except for BlackBerry, churn between MORE
Its worldwide ad budget of $4.3 billion was four times Apple's, according to Ad Age.
FORTUNE -- It will come as no surprise to anyone who watches a lot of television that Samsung has been spending a fortune on advertising -- more, as Asymco's Horace Dediu never tires of reminding us, than Apple (AAPL), HP (HPQ), Dell (DELL) Microsoft (MSFT) and Coca Cola (KO) combined.
But the report that Ad Age issued Monday MOREPhilip Elmer-DeWitt - Jun 25, 2013 10:20 AM ET
As the number of accounts grows exponentially, revenue per account is falling. Why?
FORTUNE -- In a post titled "What's an iTunes user worth?" Asymco's Horace Dediu used the number of iTunes accounts Apple (AAPL) CEO Tim Cook announced Monday -- 575 million -- to draw the graph at right. It shows user accounts growing nearly six fold since 2009 -- a growth rate of nearly half a million per day, or 44% MOREPhilip Elmer-DeWitt - Jun 15, 2013 12:40 PM ET
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