Horace Dediu


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Unforgiven: The consequences of failure to profit from phones (updated)

With Verizon first to report last quarter, this is what the US operator iPhone activations look like.

Nokia's maps business. Did someone seriously suggest buying Nokia for this?

You might want to reconsider your analogy.

Nokia's smart device performance by OS

The latest data on smartphones from Nokia.

Five years in the life of an industry.

How about this:

iOS devices expected after iPad mini launch. Prices assuming unlocked, untaxed price in the US. (iPad mini are est.)

Makes predicting the share price is a doddle.

I posted this image. The value has been constant after the crash. Fluctuated in higher range prior.

What are you worth?

Is the answer based on what's in your wallet?

Market acts as if that's the case with Apple.

You don't say! Consider the market vision of Apple's growth prospects back to 2006.

Distribution of US iPhone and Android consumers by Income

Penmanship is beginning to matter again.

Distribution of Users by Age Group (iPhone vs. Android) US Consumers. Source via http://www.readwriteweb.com/mobile/2012/10/sorry-samsung-iphone-is-not-your-mothers-smartphone.php

New US smartphone users (net adds per week.)

Winners and losers. (Based on comScore data for the US)

Back to the future. RBC forecast from 2008.

. As the US reaches saturation share gains seem to be favoring Apple (blue). Android (grey) inflected.