Articles about Apple

iPhone wins the U.S. (kind of), but Android rules the world

Android King

Americans love their iPhones, finally enough to topple Samsung's long-time leadership. During fourth quarter, Apple nudged ahead of the South Korean electronics giant, with 34 percent share, based on shipments, according to Strategy Analytics. To be clear, the numbers are for all mobiles, not just smartphones. The distinction is important for several reasons. The American company only ships smartphones, for which demand rages. Related: Overall phone shipments fell for the year.

"Apple has become the number one mobile phone vendor by volume in the United States for the first time ever", Neil Mawston, Strategy Analytics research director, says. "Samsung had been the number one mobile phone vendor in the U.S. since 2008, and it will surely be keen to recapture that title in 2013 by launching improved new models such as the rumored Galaxy S4".

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Apple can't escape market realities

Apple-logo

Apple's stock price tanked more than 12 percent the day after announcing fiscal 2013 first quarter earnings. Nine days later, shares are still down about 10 percent, in part because Q2 guidance came in below analyst consensus. The guidance, in particular, seems to have spooked investors as Apple announced its intentions to provide a realistic guidance, as compared to the usual "sandbagging". The company also warned of lower margins -- between 37.5 percent and 38.5 percent. In that context, let's look at the average selling price movement chart and benchmark our previous iPad Mini cannibalization estimate.

The shipment chart above clearly shows that iPhone growth has slowed during the current product cycle, thanks to market saturation. This should give Apple even more incentive to launch a cheaper iPhone. In contrast, the iPad has seen reasonably strong growth, but as I predicted, iPad Mini cannibalization seems to have pushed Q1 shipments below market expectations.

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Surface sales suck

Surface RT

Or do they? If you listen to some analysts, Surface, and other slates running Windows 8 or RT, started slow out of the gate. Considering how much tablets sapped PC shipments in Q4, slow forebodes trouble ahead. Or does it?

"There is no question that Microsoft is in this tablet race to compete for the long haul", Ryan Reith, IDC program manager, says. "However, devices based upon its new Windows 8 and Windows RT operating systems failed to gain much ground during their launch quarter, and reaction to the company’s Surface with Windows RT tablet was muted at best". He estimates that Microsoft shipped just 900,000 Surfaces during fourth quarter, which means to stores and not actual sales to customers.

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Apple's idea of innovation is premium-priced iPad?

iPad 4th gen pinch

Yesterday morning, when I rolled out of bed (West Coast time) and saw colleague Wayne Williams' headline on 128GB iPad, I thought: "Well, good for Apple! This should bring down the price and raise storage capacity of other models". But the details wiped away all enthusiasm. This thing sells for as much as $929. What the frak? Who will pay that much for a tablet in a market pining for considerably lower prices, like $199?

Apple's idea of innovation is to double storage and charge considerably more for it. Perhaps CEO Tim Cook and company read too many blogs about supposedly overpriced Microsoft Surface Pro, which iPad gangbangers insist competes with the fruit-logo tablet. Not so -- Microsoft priced against Windows ultrabooks and MacBook Air. But based on that faulty comparison, Apple can claim bragging rights. The new iPad ships February 5, four days before Surface Pro -- that's no coincidence -- and by comparison for less but with more. With 128GB storage, Microsoft's slate is $999, while the other isn't just $70 less but packs 4G LTE radio, too. Reasonable comparisons stop there, and no one should be fooled, although many will be.

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Judge rules Samsung did not ‘willfully’ infringe Apple’s patents

law book gavel

On 24 August 2012, after a thirteen day trial and three full days of deliberation, a California jury found Samsung guilty of infringing on several Apple patents and awarded the American company $1.05 billion in damages. The jury also found that Samsung had willfully stolen design elements from Apple, a damning finding which could have seen the amount of damages significantly increased.

Fortunately for Samsung, following post-trial hearings held over the past few months, US District Court Judge Lucy Koh last night issued a ruling overturning the jury’s willful infringement finding, a move which prevents Apple from being able to seek additional damages.

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The rumors were true: Apple debuts a 128GB fourth gen iPad

iPad 4th gen pinch

Apple attracts rumors like no other tech company. In the past week alone we’ve heard about what to expect from the iPad 5, suggestions that Apple is working on a budget iPhone that may or may not feature plenty of plastic in its design, and there’s even been talk of a larger capacity iPad 4.

It turns out this last rumor was right on the money, as Apple has just announced a 128GB version of the fourth generation iPad with Retina display.

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There's something you should know about Apple

Apple Store Christmas

Panic in Cupertino: Headless chickens run around smacking into one another, because they don't know they're dead.

That's the fundamental problem with Apple, and this situation is largely independent of recent stock price declines that analysts, bloggers, reporters and other writers can't opine enough about. Falling shares are part of a necessary correction, as reality displaces perception. To understand what's happening now, you need to look into the past -- three years, which by Internet counting is like a lifetime.

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Get iOS 6.1 NOW

iPhone 5

Apple today released iOS 6.1, which is available via over-the-air download. The update extends 4G LTE support to 36 additional carriers, bringing the total to 70. High-speed data is also available to 23 more carriers for iPad. Apple already supports LTE in Australia, Canada, Japan, South Korea, United Kingdom and United States, among others. New coverage extends to Denmark, Finland, Italy, Philippines, Switzerland and some Middle Eastern countries, to name a few.

"If you look at the total of all of these and the incremental subscribers that are in those countries, that’s over 300 million", Apple CEO Tim Cook boasts. Availability and adoption aren't the same thing. IHS iSuppli sees global LTE subscribers reaching 198.1 million this year, up from 92.3 million -- that's 115 percent -- in 2012. The analyst firm forecasts 139 percent compound annual growth rate through 2016, with 1 billion expected subscribers.

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Android stomps all over iOS

Android and iPhone

Keeping with an ongoing trend, Android solidified its global smartphone dominance in fourth quarter and for all 2012, according to Strategy Analytics. The Android Army sent iOS idolaters into retreat during Q4, iPhone 5's first full three months of sales. Like I explained in September, "Android wins the smartphone wars".

During fourth quarter, iOS share fell to 22 percent from 23.6 percent a year earlier. Meanwhile, Android rose to 70.1 percent from 51.3 percent. For all 2012, iOS nudged up to 19.4 percent from 19 percent share, while Android reached 68.4 percent, up from 48.7 percent. The differences between the quarter and year, strongly suggest sales surge at the end, for Android, which forebodes poorly for Apple when iOS got big lift from iPhone 5's recent launch.

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Apple allows a MAME emulator into the App Store -- it just doesn’t know it

Arcade machine

Gridlee for iOS is a fairly average arcade game, certainly nothing to get excited about. You wouldn’t want to play it more than once, and, to be honest, you probably wouldn’t want to download it in the first place, even though it’s free. Except there’s more to Gridlee than meets the eye.

The game, which was developed by Videa Inc. in 1982, isn’t a remake for iOS. It’s the actual original ROM image running on an up-to-date full version of the MAME4iOS Reloaded Project by Seleuco, an excellent arcade emulator banned by Apple. And if you know how, you can use Gridlee to play a wealth of classic arcade games on your iOS device for free. No jailbreak required.

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My Apple boycott is over

Apple Store back to school

Suddenly, I feel sorry for the folks over at Apple. Chicken Little bloggers and Wall Street analysts run round crying "The sky is falling!" Strangely, they are believed. Apple shares are down 38 percent from September's all-time high. On Friday, the company's market cap fell below Exxon's. Suddenly, the world's most valuable company isn't. I just don't feel right kicking fruit as it falls down, so as a gesture of goodwill my boycott ends today.

That's not to say I have plans to buy any Apple products. I'm more than satisfied with Chromebook and my three Nexus devices. That said, as an act of solidarity, I let Apple auto-charge my credit card for iTunes Match renewal today. I don't own a single device that supports the service, but, hey, what's $24.95 between friends? I was a loyal OS X and iOS user until my boycott started in June 2012, protesting aggressive patent lawsuits -- unaffectionately called innovation by litigation.

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Apple has a really BIG iPhone problem

Verizon iPhone 4 buyer

Sales growth comes from the wrong places: iPhone 4 and China.

IDC and Strategy Analytics have released fourth-quarter phone shipments, which at first glance look good for Apple. While competitively behind Samsung, the fruit-logo company continues to gain smartphone market share -- in fourth quarter, respectively, 29 percent and 21.8 percent, according to IDC. But gains largely come from older models, particularly iPhone 4, despite the newest handset shipping in volume during the quarter. This demand says much about iPhone's perceived value, its successor's appeal and future carrier subsidies and the margins Apple gets from them.

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Apple approves penis-measuring app for iPad and (less well-endowed) iPhone users

condom size

Apple used to be quite picky about what apps it let through into the App Store, but it’s relaxed the rules in recent times, and now we’ve reached the point where an app that lets you measure your member and see how you compare in the length and/or girth world rankings is perfectly fine.

Condom Size bills itself as an educational app designed to help users determine the proper condom size they need. It also includes educational tips, fun facts about condoms, and more.

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What's behind the big Apple sell-off?

Investors gutted Apple in after-hours trading today, following somewhat mixed fiscal first quarter 2013 results. As someone who owns no stock, I cock my head in wonder. Apple revenue for a single quarter topped Google for all 2012 ($54.5 billion and $50.18 billion, respectively). The fruit-logo company generated $13.06 billion net quarterly profit.

But there's a brutal bloodbath underway as I write. Apple is down 10.72 percent, to $458.90, in after-hours trading. That's from the close of $514.01. So what's the problem here? It's a sum of many that creates nervousness about the long-term. I say: Can't anyone be satisfied with what is arguably the best results posted by the next couple big techs combined? Apparently not.

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Apple Q1 2013 by the numbers: $54.5B revenue, $13.81 EPS

Apple logo China

Today, after the closing bell, Apple answered the question analysts have asked for weeks: How many iPhones and iPads shipped during the holiday quarter? The answer: A colossal number -- 47.8 million and 22.9, respectively.

Apple also shipped 4.1 million Macs. Analyst consensus was around 50 million, 23.5 million and 5 million, respectively, for the three devices. But the big reveal is iPad and whether the mini sapped sales of the larger tablet. In the previous quarter, iPad's average selling price was $535. Three months later, with iPad mini widely available, ASP is $467. Apple launched the slate on November 2nd alongside iPad 4. The company touted 3 million early sales, without breaking out which device. Now we know something.

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