iPhone
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Hey Newt, it's called a 'smartphone'
Newt Gingrich and his staff are trying to come up with a name for these phonelike things that also perform other tasks like taking pictures and surfing the Web. He's seeking your help.
FORTUNE -- Hey, remember the '90s? That was when Newt Gingrich (like Al Gore) was considered to be one of the few tech-savvy politicians we had. He ran around the country quoting Alvin Toffler and talking about how MORE
Dan Mitchell, contributor - May 13, 2013 3:50 PM ET -
The perils of tracking Apple's supply chain 'build plans'
Today's bullish estimates can be tomorrow's "orders slashed due to weakening demand."
FORTUNE -- In a note to clients Monday, Jefferies' Peter Misek offered some intriguing numbers.
Based on checks with his network of Apple (AAPL) suppliers, he believes that the company plans to build iPhones at the rate of
25 to 30 million by the end of June
Philip Elmer-DeWitt - May 13, 2013 11:28 AM ET
25 to 50 million more by the end of September
60 to 65 million more by MORE -
How much damage a cheaper iPhone does to Apple's profit margins
Fears of 30% by 2015 are overblown, says Gene Munster, but he's lowering his target.
FORTUNE -- So confident are analysts that Apple (AAPL) is getting ready to launch a lower-cost iPhone that some have started building the new device -- which none have ever seen -- into spreadsheets like the one at right issued Thursday by Piper Jaffray's Gene Munster.
What these analysts are not so sure about is what kind MORE
Philip Elmer-DeWitt - May 10, 2013 7:16 AM ET -
Katy Huberty is back from China with Apple news
Morgan Stanley's chief Apple watcher was visiting Hong Kong and Taiwan.
FORTUNE -- In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).
She makes several points: (I quote)
After a slow start, iPhone 5 is now on track to meet carrier volume expectations.
Philip Elmer-DeWitt - May 8, 2013 10:10 AM ET
iPhone 4 price cuts could stimulate incremental demand near-term.
Carriers see MORE -
How the iPhone conquered Japan
Despite its more-or-less mundane technology, Apple's device won over women.
By Michael Fitzpatrick, contributor
FORTUNE -- The Japanese were using their cellphones to watch TV, navigate with GPS, download music, make movies, pay bills, and check their emails years before American consumers were doing the same. Japan also had touchscreen phones eight years earlier than iPhone -- the Pioneer J-PE01. And yet it is no surprise that Apple's iPhone was the best-selling MORE
May 6, 2013 12:05 PM ET -
Chart of the day: Whose lunch has Android been eating?
In the U.S., it's everybody's but Apple's according to comScore.
FORTUNE -- It's often been said that Android's share of the U.S. smartphone market has come chiefly out of the hides of Research in Motion's (BBRY) BlackBerry and Microsoft's (MSFT) Windows Phone, but nothing shows this quite as clearly as Horace Dediu's charts at Asymco.com.
Not that Apple (AAPL) hasn't been hurt by the success of Google's (GOOG) mobile platform. Some of MORE
Philip Elmer-DeWitt - May 5, 2013 6:56 PM ETPosted in: Android, Apple, Asymco, BlackBerry, comScore, Google, Horace Dediu, iPhone, Windows Phone -
J.P. Morgan takes a deep look at a low-end iPhone
How a $350-$400 iPhone could reshape the smartphone industry.
Philip Elmer-DeWitt - May 5, 2013 12:52 PM ET -
Apple's lead over Samsung in the U.S. widened in April
But Samsung isn't falling behind the iPhone as fast as it was in February or March.
FORTUNE -- Google's (GOOG) Android, at 52%, took the largest share of U.S. smartphone sales in the three month period (Jan. - Mar.) covered by comScore's report Friday. But it managed to lose 1.4 percentage points sequentially, while Apple (AAPL), at 39%, gained 2.7.
In the Apple vs. Samsung competition, Apple widened its U.S. lead, which MORE
Philip Elmer-DeWitt - May 4, 2013 10:56 AM ET -
New Samsung Galaxy S4 TV ad: Not your parents' iPhone
At a graduation pool party, all the cool kids have the "next big thing"
FORTUNE -- It takes 1:30 for Samsung to demonstrate the Galaxy S4 feature set -- which includes, apparently, Smell-O-Vision -- by which it intends to reverse Apple's (AAPL) growing lead in the U.S. smartphone market.
See also: Apple's new iPhone ad
Philip Elmer-DeWitt - May 4, 2013 6:25 AM ET -
Map of the day: What's holding Apple back in the developing world
It may not be the price of the iPhone as much as the economics of mobile broadband.
FORTUNE -- Apple (AAPL) made headlines last month on reports that its iPhone shipments to India tripled in the space of six months. Since then it's instituted some aggressive marketing techniques, including an advertising blitz and a buyback scheme, that could propel the company's sales in the country, according to one estimate, to $1 billion MORE
Philip Elmer-DeWitt - May 3, 2013 11:38 AM ET
