Entries in Apple (10)


Apple: is being a great curator enough? (part II)

Yesterday I wrote about the growing parity between iOS and Android. Summarizing where I think we are currently, and the key question to ask of Apple:

  • If most major points of differentiation are erased; 
  • the cost of Android devices is lower;
  • the selection of Android devices is much broader; and
  • sales channel loyalty is somewhere between neutral and favorable to Android,

 ...how does Apple sustain market share?

Apple's profits are driven by device sales. The world is moving to the cloud, as Amazon and Google knew years ago. Devices are necessary as smooth portals to services and data in that cloud, but device margin is not the sustaining business opportunity.

The competition will therefore be fought on "curated experiences"--who can most successfully integrate a solution which combines device, user interface, and cloud data storage / services?

When the business opportunity is phrased this way, things look better--but not great--for Apple. They historically have not built particularly good software (tried the new iTunes yet?), and they have almost no foothold in services (no, Maps doesn't count, and MobileMe is dead).

But Apple makes gorgeous hardware and does transcendant UI design, which continues to captivate consumers. My thinking is that this simply doesn't add up to the market share they currently enjoy.

In fact, this sounds ever more like the desktop / laptop business strategy they have now. The problem is that  OS X has roughly 10% market share. Where will iOS settle?


Apple: is being a great curator enough? (Part I)

Fascinating data from Kantar came out yesterday, in which their analysis says that iOS not only halted its decline, but raised its sales share to 53.3% in 2012 vs. Android's 41.9% (a 10.9% YOY decline).

I would not have predicted this, especially given my experience on Android over the past four months. I'm inclined to believe the theory that this is simply the result of Q4 iPhone 5 sales rather than any indicator of a long-term trend. Why am I skeptical?

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Late Adoption to Android Pays Off - Part I

I can say with equal parts pride and embarrassment that I am an early adopter across a range of technologies. Some of this is driven by passion for technology; some is driven by professional interest; some is driven by my impatience for my gadgets to do what I want them to do. (Here’s where I insert a plug for my friend Daniel Wilson’s book “Where’s My Jetpack?”). I’m here to tell you it’s finally time to try Android.

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Apple: success and obligation

The recent publicity surrounding Foxconn's factory and worker conditions has Apple on the defensive, and consumers puzzled by the disturbing reports. Does Apple deserve the negative attention? Unfortunately, thanks to emotive marketing, the answer appears to be "yes".

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competing for smartphone OS market share

In my last post I discussed the stunning ascension of Android.  The mobile OS has passed all competitors (including Apple) in the United States, and is on track to be the number two mobile OS in the world by the end of the year.

Of course this is not a winner-takes-all market....

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