Smartphones: The silent killer of the Web as you know it

http://thenextweb.com/insider/2014/05/05/smartphones-the-silent-killer-of-the-web/

16% 15-20 year olds with tablets
18% 20-29 year olds with tablets
25% 30-55 year olds with tablets

IBM worries iPhone's Siri has loose lips

http://edition.cnn.com/2012/05/23/tech/mobile/ibm-siri-ban/index.html?eref=igoogledmn_topstories

Siri ships everything you say to her to a big data center in Maiden, North Carolina.

구글이 그런 것 처럼 키워드 검색을 통해 검색 서비스를 개선하고, 나중에 구글과 결별하고 애플 자체 search 비즈니스를 할 수 있다는 점에서 강력한 BM될 것!!
물론 프라이버시 문제는 늘 도사리고 있고...

 "When you use Siri or Dictation, the things you say will be recorded and sent to Apple in order to convert what you say into text," in Apple's iPhone Software License Agreement

The Two-Horse Smartphone Race

http://online.wsj.com/article/SB10001424052702303978104577362140799316460.html

Apple, Samsung Use Different Playbooks in Battle for Supremacy;
For Rivals, It's Specialty vs. Scale

Apple Patent Reveals Plans for 3D on Steroids

http://www.pcmag.com/article2/0,2817,2400126,00.asp

Current 3D simulation for gaming and other applications on handheld devices uses data from various instruments like accelerometers and gyrometers that are built into the devices to recreate "six-axis" positional information, the blog notes, while facial-recognition software has also been improved upon greatly in recent years for biometrics and other purposes.

Apple’s rank in mobile phone profitability and revenues

http://www.asymco.com/2012/02/03/first-apples-rank-in-mobile-phone-profitability-and-revenues/

Apple retained its top rank in profitability and regained the top spot in mobile phone revenues.

The relative shares of revenues and profits are shown below:

Individually, Apple’s share of units, revenues and profits is chronicled below:

Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.

Apple and Samsung combined for about 91% of profits with RIM third at 3.7%, HTC fourth at 3.0% and Nokia last at 1.8% of a $15 billion total for the quarter.

In terms of revenues, Apple had 39% to Samsung’s 25%. Third was Nokia with 12.6% and fourth RIM at 8%. HTC only managed 5.5%, Motorola 4%, LG 3.3% and Sony Ericsson 2.7%.

Apple's story

iCloud climbs to 85 million users
http://www.engadget.com/2012/01/24/icloud-85-million-users/?utm_source=twitterfeed&utm_medium=twitter

Tim Cook: the tablet will be bigger than the PC one day
http://www.engadget.com/2012/01/24/tim-cook-the-tablet-will-be-bigger-than-the-pc-one-day/?utm_source=twitterfeed&utm_medium=twitter

iBooks Author sees 600,000 initial downloads, 3 million for iTunes U app
http://www.engadget.com/2012/01/24/ibooks-author-sees-600-000-initial-downloads-3-million-total-no/?utm_source=twitterfeed&utm_medium=twitter

Apple's Q1 hardware sales: 37 million iPhones, 15.43 million iPads, 5.2 million Macs, 15.4 million iPods
Even the Apple TV enjoyed a record quarter, selling 1.4 million units.
Apple announces Q1 earnings, sets quarterly record with $46.33 billion in revenue with $13.06 billion earnings - for the same period last year -- $26.74 billion and $6 billion, respectively
http://www.engadget.com/2012/01/24/apple-q1-2012-iphone-ipad-ipod-mac-hardware-sales/?utm_source=twitterfeed&utm_medium=twitter
http://images.apple.com/pr/pdf/q1fy12datasum.pdf
http://www.engadget.com/2012/01/24/apple-announces-q1-earnings/

Why Apple TV is finally starting to matter

Apple had sold in the entire year prior, and one-third of the 4.2 million sold in total.
Apple TV might be a hobby, but it’s already the top-selling device in its class. The next-best-selling Roku streaming boxes have sold 2.5 million units over the past three years, compared to Apple’s 4.2 million units in about half the time.
Apple is expected to introduce a connected TV soon.
Users want Internet connectivity and access to streaming content on their TVs but might not be willing to buy a new set to get it. Apple TV is a good stopgap for those not quite ready to jump on the connected TV bandwagon.

http://gigaom.com/video/apple-tv-matters/


(참고로 한국 fiscal year는 1월 ~ 12월, 미국은 9월 ~ 다음 해 8월. 따라서 미국에서 말하는 fiscal 2012 first quarter는 한국에서 말하는 4-4분기)

Apple Reports First Quarter Results

Highest Quarterly Revenue and Earnings Ever

All-Time Record iPhone, iPad and Mac Sales

CUPERTINO, Calif.--(BUSINESS WIRE)--Apple® today announced financial results for its fiscal 2012 first quarter which spanned 14 weeks and ended December 31, 2011. The Company posted record quarterly revenue of $46.33 billion and record quarterly net profit of $13.06 billion, or $13.87 per diluted share. These results compare to revenue of $26.74 billion and net quarterly profit of $6 billion, or $6.43 per diluted share, in the year-ago quarter. Gross margin was 44.7 percent compared to 38.5 percent in the year-ago quarter. International sales accounted for 58 percent of the quarter's revenue.

"Looking ahead to the second fiscal quarter of 2012, which will span 13 weeks, we expect revenue of about $32.5 billion and we expect diluted earnings per share of about $8.50."

The Company sold 37.04 million iPhones in the quarter, representing 128 percent unit growth over the year-ago quarter. Apple sold 15.43 million iPads during the quarter, a 111 percent unit increase over the year-ago quarter. The Company sold 5.2 million Macs during the quarter, a 26 percent unit increase over the year-ago quarter. Apple sold 15.4 million iPods, a 21 percent unit decline from the year-ago quarter.

"We're thrilled with our outstanding results and record-breaking sales of iPhones, iPads and Macs," said Tim Cook, Apple's CEO. "Apple's momentum is incredibly strong, and we have some amazing new products in the pipeline."

"We are very happy to have generated over $17.5 billion in cash flow from operations during the December quarter," said Peter Oppenheimer, Apple's CFO. "Looking ahead to the second fiscal quarter of 2012, which will span 13 weeks, we expect revenue of about $32.5 billion and we expect diluted earnings per share of about $8.50."

Apple will provide live streaming of its Q1 2012 financial results conference call beginning at 2:00 p.m. PST on January 24, 2012 at www.apple.com/quicktime/qtv/earningsq112. This webcast will also be available for replay for approximately two weeks thereafter.

This press release contains forward-looking statements including without limitation those about the Company's estimated revenue and earnings per share. These statements involve risks and uncertainties, and actual results may differ. Risks and uncertainties include without limitation the effect of competitive and economic factors, and the Company's reaction to those factors, on consumer and business buying decisions with respect to the Company's products; continued competitive pressures in the marketplace; the ability of the Company to deliver to the marketplace and stimulate customer demand for new programs, products, and technological innovations on a timely basis; the effect that product introductions and transitions, changes in product pricing or mix, and/or increases in component costs could have on the Company's gross margin; the inventory risk associated with the Company's need to order or commit to order product components in advance of customer orders; the continued availability on acceptable terms, or at all, of certain components and services essential to the Company's business currently obtained by the Company from sole or limited sources; the effect that the Company's dependency on manufacturing and logistics services provided by third parties may have on the quality, quantity or cost of products manufactured or services rendered; risks associated with the Company's international operations; the Company's reliance on third-party intellectual property and digital content; the potential impact of a finding that the Company has infringed on the intellectual property rights of others; the Company's dependency on the performance of distributors, carriers and other resellers of the Company's products; the effect that product and service quality problems could have on the Company's sales and operating profits; the continued service and availability of key executives and employees; war, terrorism, public health issues, natural disasters, and other circumstances that could disrupt supply, delivery, or demand of products; and unfavorable results of other legal proceedings. More information on potential factors that could affect the Company's financial results is included from time to time in the "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of the Company's public reports filed with the SEC, including the Company's Form 10-K for the fiscal year ended September 24, 2011 and its Form 10-Q for the fiscal quarter ended December 31, 2011 to be filed with the SEC. The Company assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.

Apple designs Macs, the best personal computers in the world, along with OS X, iLife, iWork and professional software. Apple leads the digital music revolution with its iPods and iTunes online store. Apple has reinvented the mobile phone with its revolutionary iPhone and App Store, and is defining the future of mobile media and computing devices with iPad.

CHART OF THE DAY: Apple, The iPhone Company
http://www.businessinsider.com/chart-of-the-day-apple-the-iphone-company-2012-1?nr_email_referer=1&utm_source=Triggermail&utm_medium=email&utm_term=SAI%20Chart%20Of%20The%20Day&utm_campaign=SAI_COTD_012412

With TVs, Microsoft Is Right and Apple Is Wrong

http://www.wired.com/epicenter/2011/12/tv-microsoft-right-apple-wrong/all/1


It’s the wrong price for the market. The bulk of television buyers are extremely price-sensitive. I know, I know; mobile phone buyers were (and are) price-sensitive, too. But 1) people replace their phones a lot more often than they replace their television sets, and 2) the iPhone didn’t take off when it cost $700, but when it cost $200. Likewise, the MacBook Air didn’t take off when it cost $1800-$3100, but when it dropped below $1000. If an Apple TV costs double its equivalent, it’s like the Mac Pro, or the first Apple TV; a specialty product, a marker, a hobby. I think Apple is through with hobbies.

It doesn’t match Apple’s strategic trajectory. Now, a premium television set could be a strong, profitable product. And Apple could start at a high price and gradually work to lower the cost and bring it to more customers, like they did with the iPod, iPhone or MacBook Air. But this seems more like a move Apple would have made ten years ago, or even four, when its products didn’t have great market share, and its customers were overwhelmingly concentrated in the U.S., where it sold premium computers to a dedicated base.

Everything Apple’s done in the last three years has been moving in the opposite direction. So has the market for HDTVs. I don’t think either of those will backtrack easily. And if they do, it’s actually a step backwards, not forwards. If Apple’s going to succeed in television, I think it will be by surprising everyone like they did with the first iPad: by bringing in a product right away that’s both inherently compelling and priced much lower than everyone expects. That will also keep copycat products from Google, Sony, Samsung or whomever at arm’s length.



It’s the ecosystem, stupid. The iPad was a success because it stood on the shoulders of the iPhone, the iPod Touch, the rejuvenated Mac lineup and the iOS App Store. At this point, Microsoft is trying to go in the other direction, borrowing elements from Xbox to drive interest in Windows Phone and Windows 8. In order to succeed, an Apple television set will have to employ the same kind of leverage. Only part of this can be the networked interaction between Mac and iOS devices or even apps common to all of them.We’ve written before about the role Apple’s iPods still play as a gateway device to the iPhone, iPad and Mac. It’s been easier for Microsoft to drive content agreements for Xbox because it can point to its fifty million units. Apple needs to do something similar for TV. iPads are part of that, but so is that little Apple TV box. If Apple introduced a new television set, don’t be surprised if they also overhaul that little box, but with much greater capabilities. It’s the iPod; it’s the Mac Mini; it’s their best chance to quickly turn an ecosystem of millions into tens or hundreds of millions.

A cool interface will not save you. Siri is remarkable, and over time, I can see both its voice interface and AI elements playing a huge role in search and commands on the television. But just like Kinect, Siri alone won’t get it done. Munster argues, and I agree, that the UI will have to incorporate and accomodate a mix of remotes, voice and touch control. The problem is that still doesn’t get you applications like group chat or any serious gaming. You can wave around an iPhone or iPod like it’s a Wiimote, or play Angry Birds on a big screen. But if you’re otherwise still stuck plugging in your Xbox or Wii to the new Apple TV, aren’t we just back to the cords-and-remotes problem again?Xbox solves this problem with some elegance; Kinect gives you motion and voice, remotes give you familiar interfaces that work for 80% of you want to do, paired smartphones give you added versatility, and wired or wireless controllers give you complete control for serious gaming. It’s easy to forget how huge the gaming industry is, and how closely it’s become tied to television, the broader world of entertainment, and global markets. But Apple hasn’t forgotten. They know how exactly how many games they sell for iThings. They have to deliver something that takes advantage of that opportunity.

You have to deliver compelling content. Google tried to make a software-driven TV with a snappy interface that hooked into a cable box. Content makers and intermediaries balked. Google TV was stillborn, and the company’s now mulling getting into the cable business itself. Apple is and always has been much better at dealing with the entertainment industry than Google. But its content strategy isn’t as clear as Microsoft’s, which has been willing to partner with anybody and everybody to bring movies, televisions, games and applications to Xbox.Does Apple continue on with iTunes a la carte model? Does it switch to a subscription model? Does it partner with the cable companies or try to route around them? Either way, you’re stuck with the two problems Jobs identified back in 2010. If you partner with cable providers, you’re stuck with the fact that there are no truly national providers in the way that there are national cellular carriers. If you try to disrupt cable providers, you have to overcome the inertia that comes with a subsidized cable box, and that tangled mess of cords and remotes once again. There are no good moves here; Microsoft’s strategy so far has been the best. But Apple could always pull a rabbit out of its hat.

market share vs profit

http://www.minimallyminimal.com/journal/2011/11/16/coffee-time-market-share-vs-profit.html



 

“점유율 4.2% 애플이 영업이익 52% 쓸어”

http://www.bloter.net/archives/82591?utm_source=twitterfeed&utm_medium=twitter
애플의 모바일 기기 아이폰과 아이패드 제품군은 피처폰과 스마트폰을 합친 전체 휴대폰 시장에서 불과 4.2%를 점유. 그럼에도 전체 영업이익에서 52%를 차지.

말도 안되는 영업이익!!!

Steve Jobs Resume

http://mbablogger.net/wordpress/?p=1407

Steve Jobs obituary

http://www.guardian.co.uk/technology/2011/oct/06/steve-jobs-obituary?intcmp=122

Apple: Success By the Numbers (Infographic)

http://ismashphone.com/2011/09/apple-success-by-the-numbers-infographic.html
what a huge success...
but w/o Steve???