Software hasn't just supplanted hardware in the past decade. It needs hardware as an ancillary business.
By Kevin Kelleher, contributor
FORTUNE – Imagine it's 1999. Scratch that, it's 2006.
The computer in your office is made by ... well, it doesn't matter who it's made by. Unless you are in a creative profession, that computer is run on Microsoft Windows. And the phone in your pocket is made by Nokia (NOK), or -- MORESep 4, 2013 10:02 AM ET
But the iPhone lost ground this summer in China, Germany, Mexico and Spain.
FORTUNE -- Apple's (AAPL) share of the U.S. smartphone market, grew to 43.4% from 35.6% between May and July according to a Kantar World Panel survey released Monday, a gain of 7.8 percentage points that came almost entirely out of the hide of Google's (GOOG) Android (down 7.6 points).
That may come as a surprise, given that Apple hasn't released MOREPhilip Elmer-DeWitt - Sep 4, 2013 7:53 AM ET
In North America, 77% carry iPhones and 57% own Macs.
FORTUNE -- There were several surprises in Katy Huberty's summary Friday of a survey of 530 Morgan Stanley summer analysts and associates in North America (NA), Asia Pacific (APAC) and Europe, the Middle East and Africa (EMEA).
First, who knew that Morgan Stanley hired so many summer interns?
And who knew that they were so devoted to Apple's (AAPL) products?
Huberty doesn't make a MOREPhilip Elmer-DeWitt - Aug 23, 2013 6:22 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
AlphaWise survey finds Chinese willing to pay up to RMB 4,000 ($486) for the Apple brand.
FORTUNE -- Morgan Stanley's Katy Huberty has some good news for Apple (AAPL) and bad news for everybody else trying to sell smartphones in China.
On Monday, the same day the Wall Street Journal put its imprimatur on rumors that have been floating around for weeks -- namely, that Apple is set to launch a pair MOREPhilip Elmer-DeWitt - Aug 20, 2013 4:37 AM ET
For Apple, 42% from previous iPhone owners. For Samsung, mostly 'droids and dumb phones.
FORTUNE -- Twenty percent of Apple's (AAPL) iPhone customers over the past year were switching from an Android phone, but only 7% of Samsung buyers had previously owned an iPhone, according to a new study released to Fortune by Consumer Intelligence Research Partners.
The CIRP report is the most detailed we've seen on where Apple and Samsung get MOREPhilip Elmer-DeWitt - Aug 19, 2013 6:38 AM ET
Apple has been aiming for the heart, Nokia for the jugular.
FORTUNE -- If, like me, you haven't been watching much ad-supported TV this summer, you may have missed the dramatic miniseries being played out on what used to be called Madison Avenue -- before so much of the business moved to the Coast.
The latest episodes pit Apple (AAPL), represented by BWA/Media Arts Lab, against Nokia (NOK), represented by WPP's JWT.
Its pitches much MOREPhilip Elmer-DeWitt - Aug 18, 2013 1:29 PM ET
Three cases in three venues, but the one in the Federal Appeals Court mattered most.
FORTUNE -- Friday was a busy day for Apple (AAPL) legal.
In a District Court in New York, the judge who found Apple liable for antitrust violations in the e-book price fixing case denied -- unsurprisingly, given her past rulings -- Apple's petition to suspend consideration of remedies and penalties until its appeal of her decision could MOREPhilip Elmer-DeWitt - Aug 10, 2013 7:39 AM ET
The price of an iPhone 4 on eBay and China's Taobao has actually increased since April.
FORTUNE -- Piper Jaffray's Gene Munster has performed a simple experiment that says a lot about the comparative value of Apple (AAPL) and Android smartphones.
Since April, he (or his team) has been monitoring the resale prices of six devices on eBay and China's Taobao Marketplace -- three iPhones and three Samsung smartphones running on Google's (GOOG) MOREPhilip Elmer-DeWitt - Aug 7, 2013 7:26 AM ET
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