Apple After Steve Jobs

Observers, seduced by the simplicity of the metric, have elevated market share as the sole driver of financial performance to a position that far exceeds reality,” Wolf writes. “Indeed, there appears to be no correlation between market share and the viability of a platform. In surveying the variables that determine the viability of a platform, we would argue that the breadth and depth of the platform’s application library and ecosystem play a far more important role than does market share.

First quoted with AppleInsider.

Amen.

Posted by
JFMartin

Apple’s market share is bigger than BMW’s or Mercedes’s or Porsche’s in the automotive market. What’s wrong with being BMW or Mercedes?

Tim Cook: Cook, Ive, and Federighi on the New iPhone and Apple’s Once and Future Strategy - Businessweek

If you run into people who still don’t get it, maybe this simple analogy will help.

(via chartier)

Well said.

(via chartier)

Posted by
JFMartin

It Is All About Mobile Development, Right?

The Mac, though its market share was never large, especially when compared to the well over 90% marketshare of Microsoft Windows-based PCs, had always attracted an incredibly talented, incredibly dedicated group of developers who cared deeply about things like design and user experience. OS X enjoyed not only the traditional Mac OS community, but the NeXT one as well. That talent share always felt disproportionate to the market share. Massively. And a lot of those developers, and new developers influenced by them, not only wanted iPhones and iPads, but wanted to create software for them.

Interesting to read about Mac OS X development at the past tense. 

Posted by
JFMartin

To put this another way, looking at ‘smartphone share’ or ‘profit share’ or ‘platform share’ all tell you something about the industry, but all three metrics mislead you if you try to treat them as a way to see who’s ‘winning’, because ‘winning’ means different things for Apple, Samsung or Google. After all, Google may well still make more money from searches on iOS than it does from searches on Android.

Benedict Evans

Posted by
JFMartin

Prior to iPad mini 2 launch, Apple might roll out a more affordable iPad mini to compete with Android products. To cut costs, Apple might push for lower component prices, use a more advanced process to produce the A5 processor, simplify metal casing production, remove the rear camera, cut storage to 8GB and find more component suppliers to lower costs. We think this cheaper iPad mini retail for US$199~249.

KGI Securities analyst Ming-Chi Kuo

He doesn’t get it. Apple don’t fight at the low end. The iPad mini is still in pretty much high demand. Why is it so hard to understand?

Posted by
JFMartin

US: iPhone Market Share Up, Androïd is Down

Two interesting things to note about these numbers from comScore.

First, in the second most important market for Apple after China, iOS market share is up. This will make it hard for The Wall Street Journal to explain how bad this is for Apple who is losing it.

Second, the numbers from comScore shows that Samsung is still gaining ground with Androïd compared to others. I’m not sure at all that Google likes the fact that Androïd is becoming a synonym of Samsung or worst that Samsung IS Androïd.

Posted by
JFMartin