Horace Dediu


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Intel and Apple neck-and-neck in Capital Expenditures

Reminder: Airshow is taking off the day before WWDC. http://airshow.asymco.com/


This is what I'm seeing:

Here is my data:

iTunes cumulative downloads, all media types …

Here is the data as a time series.

Retail employees v. Visitors to Apple Stores.

Who's going to be left to making anything other than smartphones?

Smartphones overtaking other kind of phones. Not a tough prediction to make:

iTunes: What is transacted vs. what is reported as revenue.

Life goes on.

US as percent of Global iPhone shipments.

iPhone sales by US operator.

iPhone sales by operator.

The US operators as percent of global iPhone sales.

iOS shipments, stacked.

iOS shipments by product line: