The latest graphic from Asmyco shows an ocean of opportunity
Horace Dediu summarized three years of mobile phone data Monday in another striking color-coded chart. This view of the market offers three key take-home messages:
Most of the growth in mobile phone shipments has been in smartphones, which have tripled in the past three years (from 40 million to about 120 million) while non-smartphones barely increased (from 258 million to 272 million).
Even with 40% fewer unit sales, the iPhone generated 3 times more profit
Apple's (AAPL) reign as the world's No. 1 maker of smartphones, it turns out, was like the life of a grasshopper: It overtook Nokia (NOK) in June and was overtaken by Samsung in September.
Strategy Analytics reported Friday that Samsung either shipped or sold (accounts differ) 27.8 million smartphones last quarter, easily outpacing the 17.07 million iPhones that Apple sold in MOREPhilip Elmer-DeWitt - Oct 28, 2011 8:08 AM ET
Of those purchased in last 3 months, 56% were Androids. iPhone holds steady at 28%.
The results of a Nielsen survey conducted in August and released Monday reinforced several ongoing trends:
The smartphone pie is getting bigger. While 43% of all mobile subscribers in the U.S. had a smartphone as of August, according to Nielsen, 58% of those who bought a new mobile phone in the last 3 months chose a smartphone over a feature MOREPhilip Elmer-DeWitt - Sep 26, 2011 10:59 AM ET
A collection of delusional quotations, courtesy of Business Insider's Jay Yarow
Touchscreen smartphones have finally taken their toll on the venerable BlackBerry. As the Asmyco chart at right shows, BlackBerry shipments (green line) hit a wall in early 2011 and have been headed south ever since.
Did Mike Lazaridis and Jim Basille, Research in Motion's (RIMM) co-founders, underestimate the threat posed by Apple (AAPL)?
You bet they did -- loudly, repeatedly and at times MOREPhilip Elmer-DeWitt - Sep 17, 2011 5:48 AM ET
IBTimes plays for page views by playing both sides of the iPhone vs. Android divide
The International Business Times, a thinly-staffed online "newspaper" based in New York City, has hit on the perfect formula for covering the smartphone wars.
On Wednesday, under the byline IB Times Staff Reporter, it published 10 Reasons Why iPhone 5 will be Beaten by Samsung Galaxy S2, pegged to Sprint's scheduled launch Friday of Samsung's bestselling smartphone.
Two MOREPhilip Elmer-DeWitt - Sep 16, 2011 7:59 AM ET
Up nearly 82% from 2010's 47.5 million, overtaking Nokia for the first time
DigiTimes, a Taipai-based daily that keeps as close tabs as any publication on the Asian supply chain, posted its estimates Tuesday for where it thinks the top 10 smartphone manufacturers will be at year's end.
Although Apple (AAPL) will have shipped the most units -- 86.4 million, up 81.9% from 2010 -- according to DigiTimes analyst Luke Lin, it's being MOREPhilip Elmer-DeWitt - Sep 6, 2011 8:12 AM ET
But the odds that Microsoft will overtake Android or the iPhone are steep
ComScore released its July 2011 U.S. smartphone data this week and as usual Asymco's Horace Dediu has done the best job of turning the numbers into striking -- and insightful -- graphics.
On Thursday he released three charts that show:
1. The scale of the opportunity for further smartphone growth
2. The extent to which Apple's (AAPL) iPhone and Google's MORE
Among the top 20 smartphones in Millennial's March '09 report, only two are still standing
Here's a pair of interesting lists from Friday's Mobile Mix -- the 50th "intelligence report" Millennial Media has issued since the mobile advertising network opened for business five years ago.
If you click to enlarge the chart at right, you'll see that in March 2009, Apple's (AAPL) iPhone was No. 1 among the top 20 smartphones in MOREPhilip Elmer-DeWitt - Aug 12, 2011 6:11 AM ET
Among smartphone operating systems, iOS' worldwide share grew nearly 30%
Apple's share of the worldwide mobile phone market (smart and not-so-smart) nearly doubled year over year in the second quarter of 2011, from 2.4% to 4.6%, according to a report issued Thursday by Gartner, Inc. That put Apple (AAPL) in fourth place among mobile phone vendors, well behind Nokia (NOK), Samsung and LG.
Apple's share of the rapidly-expanding smartphone market grew 29% MOREPhilip Elmer-DeWitt - Aug 11, 2011 8:51 AM ET
Charlie Wolf invokes "Diffusion of Innovations" in raising his Apple price target to $540
In Everett Rogers' classic text on how innovations percolate through societies, he describes how hybrid corn, despite 20% higher yield and resistance to drought, took two decades to become ubiquitous in the farms of Iowa. High-tech innovations spread more quickly these days, but they too follow Rogers' S curve, from early adopters to mainstream use to late MOREPhilip Elmer-DeWitt - Aug 6, 2011 7:47 AM ET
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