Featured Articles

iPhone 5 Impact: Sales Estimates by Region

In my last post, we had estimated 150-170 million global iPhone sales over the next four quarters. Now, let's take a look at the iPhone's sales estimate for each region.

Impact of iOS & Android on the PC Replacement Cycle

Over the last few years, we have seen mobile device sales explode and PC sales stagnate. Let’s take a look at how Post-PC revolution, led by iOS & Android, has affected the PC market.

iPad Mini BOM Estimate: $299 Price Looks Likely

In my previous estimate of the iPad Mini's BOM, I had done a rough calculation of the device's cost structure. Now that we also have the Nexus 7's BOM, we can try and get a more accurate picture of the iPad Mini's cost structure and hence, the likely price it may launch at.

Nexus 7 Sales Volume: Estimate Based on Supply Chain Data

How many Nexus 7 units have Google & Asus sold so far and how many do they expect to sell this year? Those are the questions everyone wants an answer to and I'm going to attempt to do just that.

The iPhone's Churn Rate Illusion: Carriers Revolt over Subsidies

A look how iPhone subsidies affect carriers and the potential impact this can have on Apple.

Tuesday, 25 September 2012

iPhone 5 Impact: Sales Estimates by Region - Americas, Europe, Japan & APAC

Image Credit: Reuters

In my last post, we had estimated 150-170 million global iPhone sales over the next four quarters, based on the impact of the last three iPhone launches on QoQ growth patterns. Now, let's use the same methodology to reach a realistic sales estimate for the iPhone for each of Apple's non-retail operating segments (regions), i.e. the Americas, Europe, Japan and APAC.

Monday, 24 September 2012

[Sponsor] Best Tablets for Entering the Post-PC World

This post is sponsored by eBay. From the new to the hard to find, when it's on your mind, it's on eBay.
Google Nexus 73rd Generation iPad

Tablets are quickly reaching mainstream usage and with recent product launches from key brands, this could be the best time to jump into the fray and get a tablet. So let's take a look at a few of the best tablets available in the market.

Friday, 21 September 2012

Android Fragmentation Update - September

Android Fragmentation Jelly Bean

In one of my earliest posts, I had described the cyclical nature of Android fragmentation, by measuring a few basic statistical properties exhibited by Android's version distribution. Let's take a look at the current state of fragmentation with the latest version distribution data.

Tuesday, 18 September 2012

iPhone 5 Sales: A Reality Check of Analyst Estimates

iPhone 5 Tim Cook

With the iPhone 5 launch in the rear view mirror, numerous analysts have chimed in with their Q4 and full year iPhone sales estimates. Unfortunately, a lot of these estimates seem quite unrealistic given the market realities I talked about in my last post. Let's take a deeper look at iPhone sales patterns and see if we can come to a more reasonable estimate.

Thursday, 13 September 2012

iPhone 5 Meets Market Expectations, Faces Challenges

Apple iPhone 5

Apple just unveiled the long-awaited iPhone 5 to mixed reviews. There were no surprises, positive or negative, seemed to be in line with previously leaked information. The launch seems to have met market expectations, as Apple's stock price moved about by about 1.4%. However, the iPhone 5 faces some a challenging competitive environment in certain key geographies. Let's take a brief look at these challenges.

Monday, 10 September 2012

Impact of iOS & Android on the PC Replacement Cycle

Post-PC Impact

Over the last few years, we have seen mobile device sales explode and PC sales stagnate. While there have been plenty of opinions as to the reason for this shift, there has been very little research to explore the impact of this “Post PC revolution”. Let’s take a look at how smart mobile devices, led by iOS & Android, have affected the PC market.

Friday, 7 September 2012

[Contest] Win a Kingston 64GB USB 3 Drive




Tech-thoughts.net is partnering with Dragonblogger to give readers the opportunity to win a Kingston 64GB USB 3 Drive.

Amazon Launches 7-inch & 8.9-inch Kindle Fire HDs: Tablet Price Wars Continue

Jeff Bezos unveils 7 & 8.9-inch Kindle Fire HDs

Amazon seems to have turned the tablet market on its head once again with the launch of their new Kindle Fire models. The models include an upgraded version of the original Kindle Fire at $159 and new Kindle Fire HD models with a 7-inch and 8.9-inch screen at $199 and $299 respectively. All Kindle Fire models are said to be ad-supported to enable the low price point. As I predicted, the tablet price wars are now in full swing.

Wednesday, 5 September 2012

Nokia's Lumia 920 Launch: The PureView Fiasco

Nokia Lumia 920 Pureview

Nokia just unveiled the Lumia 920 and the Lumia 820, their long-rumored devices based on Windows Phone 8. The Lumia 920 is the high-end model and comes with Nokia's heralded PureView imaging technology. However, Nokia may have shot itself in the foot again, by limiting the camera to 8 megapixels, as compared to the 41 megapixel camera on the original Symbian-based Nokia 808 PureView.

Tuesday, 4 September 2012

Galaxy Note 10.1: Explaining Samsung's Tablet Struggles

Galaxy Note 10.1
Samsung recently unveiled the long-awaited Galaxy Note 10.1 tablet. While the product itself is quite unique in terms of functionality and features, it truly highlights the reason for Samsung's struggles in gaining a foothold in the tablet market.

Friday, 31 August 2012

Early WP8 Lumia Unveiling Hints at Poor Q3 for Nokia

Nokia Lumia WP8


Nokia is set to unveil its next generation of Lumia devices, powered by Windows Phone 8, in an event next week. But ZDNet reports that the official launch of Windows Phone 8 will not be until October 29th, just in time for the holiday season. So why exactly is Nokia unveiling these devices almost two months before they can be purchased?

Wednesday, 29 August 2012

HTC Looking to Re-enter Tablet Market

HTC Flyer Tablet

According to a report from Digitimes, HTC is looking to re-enter the tablet market with a new 7 or 10 inch model by the end of 2012. HTC had previously paused its tablet efforts after the failure of its 7 inch Flyer and 10 inch Jetstream models. The move seems to be driven by the success of Asus, with the co-branded Nexus 7 tablet.

Monday, 27 August 2012

Apple-Samsung Verdict: Who Won the Marketing Battle?

iPhone vs. Samsung Galaxy

With the first leg of the Apple & Samsung's patent dispute at an end, let's take a look at what impact this could have on the real battle in the marketplace.

Saturday, 25 August 2012

Nexus 7 Set for Europe Launch; Could Boost Q4 Sales

Nexus 7 Europe

According to a report from Techcrunch, the Nexus 7 is set to launch in European countries on September 3rd. If Asus manages the supply side effectively, this could lead to a boost in sales in Q4 2012, with the holiday season coming up.

Thursday, 23 August 2012

[News Update] BB10 May Cause Enterprise Exodus

Thorsten Heins BB10 RIM

According to a report from BGR, devices based on RIM's upcoming Blackberry 10 operating system will be incompatible with RIM's current Blackberry Enterprise Services (BES) platform. BB10 devices will need a new version of the BES, which will be integrated with RIM's Mobile Fusion cross-platform device management platform and will be incompatible with current Blackberry devices.