Here's a five-minute podcast that explains it in plain English (and in an English accent).
FORTUNE -- If you're not familiar with Ben Bajarin and Benedict Evans' weekly Cubed podcast, their latest episode -- What a Week in Tech! -- is a great place to start.
The two analysts have a lot on their plate: Google's (GOOG) sale of Motorola to Lenovo, reports of a Samsung-Google nonaggression pact, Facebook's (FB) new Paper app for IOS, and MOREPhilip Elmer-DeWitt - Feb 1, 2014 11:41 AM ET
IDC, CIRP and Canalys all issued new smartphone market reports this week.
FORTUNE -- A few hours after Apple (AAPL) released its quarterly results Monday -- giving market researchers the only hard sales numbers they are likely to get from any smartphone manufacturer this quarter -- IDC released the chart at right, dutifully updated with the new iPhones sales number (51 million).
"Apple posted record shipment volume during 4Q13," according to IDC's press release, "driven primarily by MOREPhilip Elmer-DeWitt - Jan 30, 2014 3:33 PM ET
Slowing Galaxy S4 sales helped push operating profits down 6% year over year.
FORTUNE -- Samsung had warned investors two weeks ago that there was bad news coming on the smartphone front. But the timing of Friday's quarterly earnings call -- one business day before Apple (AAPL) is scheduled to release its Christmas iPhone sales numbers -- could have been better.
Samsung no longer provides unit sales data, but Daewoo Securities estimates that the MOREPhilip Elmer-DeWitt - Jan 26, 2014 10:32 AM ET
Goldman Sachs raised its revenue estimate by $1.26 billion; Credit Suisse by $2.73 billion.
FORTUNE -- One thing that jumps out at you when you're looking at a lot of Apple (AAPL) analysts' estimates -- as I have been for the past couple of weeks -- are those large, last-minute adjustments.
Sell-side analysts will often offer their clients one set of estimates a few weeks into the quarter and a second shortly MOREPhilip Elmer-DeWitt - Jan 25, 2014 11:02 AM ET
You get 47% more usable storage on a comparable Apple iPhone 5C, a new study shows.
FORTUNE -- No 16 GB smartphone on the market actually delivers 16 GB of usable storage, but some come closer than others.
Of the eight models evaluated by the British product-testing charity Which?, Apple (AAPL)'s iPhone 5C scored the highest with 12.6 GB (79%) of free memory.
The worst: Samsung's Galaxy S4, with only 8.56 GB (53.5%).
Where did the MOREPhilip Elmer-DeWitt - Jan 23, 2014 2:24 PM ET
The analysts' estimates range from 50 million to nearly 60 million. Average: 55.3 million.
FORTUNE -- There's a lot chatter in the tech press right now about iPhone sales to China Mobile (CHL), Apple's (AAPL) newest and biggest partner.
But when the company reports its earnings a week from Monday, the iPhone result traders will be keyed in on is how many units Apple sold in the quarter before the China Mobile deal.
With a MOREPhilip Elmer-DeWitt - Jan 19, 2014 6:32 PM ET
No endless lines. No unruly mobs of scalpers. But more that a few customers did show up.
FORTUNE -- Despite a surprise appearance of Apple (AAPL) CEO Tim Cook at China Mobile's (CHL) flagship store in Beijing, the long-awaited launch of the iPhone on the world's largest cell phone network got a "weak" and "muted" response, according to the first report in the New York Times -- a story datelined Tokyo that managed MOREPhilip Elmer-DeWitt - Jan 17, 2014 9:01 AM ET
That's up 35% a year ago. Samsung ownership (not sales) grew to 26% from 22%.
FORTUNE -- If you thought the long green line at the top of the attached chart represented the burst of iPhone sales last quarter following the release of Apple's (AAPL) new models, you could be forgiven. But you would be wrong.
When the NPD Group surveyed 5,000 American smartphone owners 18 and older last quarter, it didn't ask MOREPhilip Elmer-DeWitt - Jan 16, 2014 3:33 PM ET
Pre-orders for the iPhone at China Mobile are in the "millions," Xi tells the press.
FORTUNE -- After years of long-distance negotiations, the chairmen of Apple (AAPL) and China Mobile (CHL) staged their first joint press conference in Beijing Wednesday.
The meeting came two days before China Mobile was scheduled to begin selling iPhones to its 760 million subscribers.
CNBC reports that ahead of Friday's launch, China Unicom (CHU) and China Telecom (CHA), MOREPhilip Elmer-DeWitt - Jan 15, 2014 7:51 AM ET
An iPhone backdoor was just one of 50 items in the NSA's catalog of covert cyber tricks.
FORTUNE -- If it weren't for the Apple (AAPL) angle, I'm not sure I would have watched the entire YouTube video Jacob Appelbaum posted Monday of his hour-long lecture at a hackers conference in Hamburg last weekend.
I'm glad I did, although I'm still not sure what to make of it.
Applebaum is a private security MOREPhilip Elmer-DeWitt - Dec 31, 2013 5:23 PM ET
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