The gap Morgan Stanley spotted could be the difference between ho-hum Q2 and a blowout.
FORTUNE -- The vertical gap between the black triangle and the blue square at the far right of the attached chart -- sent to clients Wednesday by Morgan Stanley's Katy Huberty -- may not look like much.
But it represents 4 million iPhones, the difference between the Street's estimate of iPhone shipments in the quarter that ends MOREPhilip Elmer-DeWitt - Mar 19, 2014 11:14 AM ET
Since iPhone, high-end smartphones have been the low-hanging fruit of the mobile market.
FORTUNE -- Of the 10 charts Asymco's Horace Dediu posted Tuesday in a brief item titled Invaluable, the one at right may be the most striking.
It shows the share of operating profits among the top eight vendors from the sale of mobile phones -- all mobile phones, smart and dumb -- starting with the 2007 launch of Apple's (AAPL) MOREPhilip Elmer-DeWitt - Mar 18, 2014 10:28 AM ET
A new price point would explain the pre-Spring burgeoning of iPhone 5C billboards and ads.
FORTUNE -- It takes stubborn company to resist the pressure Apple (AAPL) has been under for the last six months to lower the price of the iPhone 5C -- the one Wall Street expected to be C for "cheap" or "China" but which turned out to be neither. The day the price was announced, analysts across MOREPhilip Elmer-DeWitt - Mar 18, 2014 6:28 AM ET
Another study found 42% of Chinese buyers want iPhones vs. 32% for Samsung.
FORTUNE -- "We may have underestimated Apple Inc.'s (AAPL) progress in China."
So begins a story in the International Business Times Friday reporting on the numbers in the first attached chart.
They come from an Upstream survey of 4,505 smartphone customers in five emerging markets in which respondents were asked what brand they hoped to buy next. Apple edged out Samsung MOREPhilip Elmer-DeWitt - Mar 7, 2014 7:10 AM ET
While its competitors' average selling prices were falling, Apple's were rising.
FORTUNE --Apple (AAPL) bucked another industry trend last quarter, according to new research Fortune has obtained from Consumer Intelligence Research Partners.
Taking a deeper look at a closely monitored smartphone metric, the average selling price (ASP), CIRP researchers found that while Apple's competitors' U.S. prices were falling last quarter, iPhone prices were rising.
ASPs for smartphones -- including Apple's -- tend to fall over time as MOREPhilip Elmer-DeWitt - Mar 5, 2014 7:34 AM ET
As sales growth slows and prices fall, Apple is expected to keep skimming the cream.
FORTUNE -- The heyday of smartphone sales is over, according to an IDC report issued this week.
The U.S.-based market research firm expects growth in worldwide smartphone shipments, which approached 40% last year, to slow to less than 20% in 2014 and then within a few years to shrink to single digits: 8.3% in 2017 and 6.2% MOREPhilip Elmer-DeWitt - Feb 28, 2014 7:42 AM ET
Whatever it plans to do with all that crystal-growing capacity, it will likely come out ahead.
FORTUNE -- What's Apple (AAPL) up to with that sapphire factory it's building in Mesa, AZ?
That's one of the questions Bernstein's Toni Sacconaghi (who covers Apple) and Alberto Moel (who covers Corning) set out to answer in a two-part report to clients issued Wednesday -- the same, day, coincidentally, that Arizona Gov. Jan Brewer vetoed a controversial anti-gay MOREPhilip Elmer-DeWitt - Feb 27, 2014 10:15 AM ET
But Samsung had largest share in 2013 of fastest-growing segment: less than $30K a year.
FORTUNE -- The good news for Apple (AAPL) in a report issued Thursday by the NPD Group is that it still owns the biggest share of the richest and most profitable segment of the U.S. smartphone market.
One third of Apple's U.S. sales in 2013 were to Americans making more than $100,000 a year, and of that MOREPhilip Elmer-DeWitt - Feb 21, 2014 12:08 PM ET
Many combatants fought the smartphone wars. Most are bleeding money.
FORTUNE -- Two sets of stats came out this week that should give the smartphone also-rans pause.IDC estimates that 95.7% of fourth quarter smartphone shipments originated either with Samsung (78.1%) or Apple (17.6%). Raymond James' Tavis McCourt estimates that in the broader market for mobile phones of all varieties -- smart and dumb -- Apple captured 87.4% of the industry's profits and Samsung 32.2%.
So MOREPhilip Elmer-DeWitt - Feb 13, 2014 7:17 AM ET
None of the leading smartphones are optimized for the hottest shot of all.
FORTUNE -- "Selfies are great," says the New York Times' Molly Wood (rhymes with Hollywood), "but the front-facing cameras on cellphones are terrible."
"Selfies taken on most major smartphones," she writes in Thursday's issue, "are almost uniformly of poor quality. They're unfocused, pixelated, dark, blown-out, backlit, grainy and worst of all, distorted (I swear, I have a normal size nose!)."
Some may MOREPhilip Elmer-DeWitt - Feb 6, 2014 5:05 AM ET
|Regulators pave way for Internet "fast lane" with net neutrality rules|
|What stumps Warren Buffett? Minimum wage|
|Apple shares soar on increased buyback|
|Facebook profit triples on mobile growth|
|Thanks to Obamacare, more workers may quit their jobs|