Lion's AppleWatch

	zondag, 5 februari 2012

MacDailyNews:

Apple's iPhone business alone is now bigger than all of Microsoft

“Tech writer MG Siegler just noted a remarkable fact: Apple’s iPhone business alone is now bigger than Microsoft,” Henry Blodget reports for The Business Insider.

“Not Windows. Not Office. Microsoft,” Blodget reports. “Think about that.”

“The iPhone also appears to be considerably more profitable than Microsoft,” Blodget reports. “In the December quarter, Apple’s iPhone business generated $24.4 billion of revenue. Microsoft’s whole company, meanwhile, from Windows to Office to servers to XBox, generated $20.9 billion.”

“The iPhone business generated about $9.3 billion of profit in the December quarter,” Blodget reports. “All of Microsoft, meanwhile, generated only $8.2 billion.”

Read more in the full article here.

MacDailyNews Take: We’re not sure why this story is making a comeback. It’s a Web Echo. (See: Apple's iPhone business alone generates more revenue than all Microsoft – January 25, 2012.) Perhaps it’s simply too good to savor just once.

No matter, we’re always up for rereleases as good as this!

Over seven years ago, when we wrote the following, a lot of people laughed: As we have always said, even as many short-sightedly waved (and continue to wave) the white flag, the war is not over. And, yes, we shall prevail… No company is invincible. Not even Microsoft. – MacDailyNews Take, January 10, 2005

Who’s laughing now?

12:35:41 PM

	vrijdag, 3 februari 2012

With 8.7% market share, Apple has 75% of cell phone profits

Between them, Samsung and Apple are sucking up 91% of the winnings

Click to enlarge. Source: Asymco.com

Asymco's Horace Dediu on Friday updated his quarterly review of mobile phone profits, and the news for everybody but Apple (AAPL) just gets worse.

As the iPhone's¬[sgl dagger]share of the market¬[sgl dagger]in terms of units shipped has grown from 3% in second quarter of 2010 to 8.7% last quarter, Apple's share of the profits has swelled from 39% to 75%.

Dediu's chart of the eight largest manufacturers above shows this most clearly.

Only five are seeing any kind of profit at all in mobile telephony. Samsung, with a 16% profit share, comes closest to Apple. Nokia (NOK), Research in Motion (RIMM), and HTC are just scraping by. Motorola (MOT), LG and Sony (SNE), which bought out Ericsson last month, are still in the red.

Remember: We're talking about all mobile phones, not just smartphones. And the entire worldwide market, not just the U.S. This doesn't bode well for the manufacturers who have hitched their wagon to Google's (GOOG) Android or Microsoft's (MSFT) Windows Mobile 7.

For more of Dediu's charts, click here. 8:37:16 PM

	maandag, 30 januari 2012

Morgan Stanley: 24-36 million more Chinese iPhones in 2013

As the middle class expands, Apple's sales in China could soon reach 60 million per year

Click to enlarge.

Morgan Stanley has seen the future and it's a well-heeled Chinese man (or woman) with an iPhone.

In a note to clients Sunday, Katy Huberty drew on Morgan Stanley's proprietary AlphaWise survey of buying patterns among China's rapidly growing middle class to paint a picture of the smartphone market on the mainland after Apple (AAPL), as widely expected, finally signs deals with China Mobile (CHL) and China Telecom (CHA).

She assumes:

That there are roughly 150 million high-end subscribers in China currently paying at least RMB 100 ($16) per month for mobile phone service.
That China Unicom (CHU), currently Apple's only official carrier, has 15 million of those subscribers, or roughly 10%.
That late this year or early next, Apple will begin selling next-generation iPhones through China Mobile (120 million high-end subscribers) and China Telecom (15 million).
That because 20% of China Unicom's high-end subscribers buy iPhones, the other two carriers' subscribers will follow suit. (8% China Mobile's high-end customers already use iPhones, even though they get only 2G service.)
Assuming 20% penetration, Apple should see, at a minimum, 24 million addition iPhone sales in 2013, adding $6.5o per share to the company's bottom line.
As the iPhone catches on and the middle class expands, that number could grow to nearly 40 million next year, adding $10 to Apple's earnings per share.
Eventually, says Huberty, the iPhone in China will reach penetration levels comparable to those of AT&T (T), where 63% of smartphone customers currently choose iPhones.
In Morgan Stanley's bull case scenario, Apple within a couple of years will be selling an additional 57 million iPhones per year in China alone.

To put that in perspective, Apple sold 68.5 million iPhones worldwide in fiscal 2011, although with the launch of the iPhone 4S in October it sold more than half that many (37 million) in just one quarter.

Below: Part of the crowd that showed up at one of Apple's Beijing stores for the launch of the iPhone 4S.

6:28:38 PM