"We've sold over 50m iPhones to date, and if you add the touch, over 85m iPhones and iPod touches. If you're a dev, that's a plum market to go after."
iPods now make up 41% of the iPhone ecosystem. This number has been creeping up.
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Today Steve Jobs stated that 50 million iPhones were sold to date. According to SEC filings, since about 42.5 million sold as of end of 2009, it follows that about 7.5 million units shipped in the first quarter.
That number represents a 98% y/y increase in units.
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"Conventional notebook PCs are 'motherboard-centric,' with all the other functions in the system—-such as the display, the keyboard and audio—-peripheral to the central microprocessor and the main printed circuit board at the core," Andrew Rassweiler, teardown services manager for iSuppli, said Wednesday. "With the iPad, this is reversed."
User interface components total 44% of the total bill of materials (BOM). The display is 26% and the touch assembly is 12%. Memory is 11% (16G variant), processor is 10%, and case a 4%. Batteries make up a large part of the rest (37%).
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"Getting a strong Intel backing here could be an important advantage," says MKM Partners analyst Tero Kuittinen, who sees the Nokia tablet as part of an array of mobile computers.
No doubt Nokia's tablet plans preceded the launch of the iPad--product cycles being what they are. And the relationship with Intel is certainly a big part of this push (vs. on the handset side where Intel has no cards to play).
However, the elephant in the room is what software will run on this Tablet. Any discussion on competitive potential of iPad competitors must include a view on the software/platform and ecosystem that tablet will rest on.
This is not a hardware business. In fact, the hardware is designed to get out of the way.
The hardware is so understated — it’s just a screen, really — and because you manipulate objects and interface elements so smoothly and directly on the screen, the fact that you’re using an iPad falls away. You’re using the app, whatever it may be, and while you’re doing so, the iPad is that app. Switch to another app and the iPad becomes that app. If that’s not magic, I don’t know what is.
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AppleInsider | iPad component costs adjusted, estimated to cost Apple $260.
It looks like 50% gross margin across the product range is a good estimate.
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At one point in time, J2ME (now Java ME) and WAP were the starting points for a discussion on mobile strategy and the web. Then, for a brief period of time, you talked about HTML/CSS. Now, for a growing majority of mobile strategies that don’t require a global presence on widely varying devices, the discussion begins with iPhone. Smart client is now iPhone app, and in many cases, the app is primary to the experience, not secondary to the browser. And iPad app may soon replace iPhone app as the starting point.
Frankly, as the adoption rate of iPhone increases and if iPad follows suit, it will become increasingly difficult to argue in favor of a starting point other than iPhone OS. The NPR iPad app, for one, provides a much more pleasant user experience than NPR.org.
via Cameron Moll: Designer, Speaker, Author The Mobile Web vs. the Objective-C Web.
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Research #Market #Microsoft #RIM #Windows Mobile
according to a report published Monday. ComScore reported that Google's share of smartphone subscribers rose to 9%, compared to 3.8% at the end of November. Meanwhile Apple's share fell 0.1 points to 25.4%, while Microsoft's share fell 4 points to 15.1%.
via Google's share of mobile market grows: report - MarketWatch.
Seems Google's gain is Microsoft's loss.
BlackBerry, saw its share rise 1.3 points to 42.1%, according to the data. The number of owners of smartphones rose 21% in the U.S. in the three months ended in February compared to the prior period.
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300k iPads on Day 1 vs. 270k iPhones in first weekend.
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Apple also revealed that more than a million applications were downloaded from the App Store for the iPad. Apple's iBookstore saw over 250,000 books downloaded on the first day alone.
via AppleInsider | Apple sells more than 300,000 iPads on launch day.
Consider that with 300k devices sold, that amounts to 3 apps and nearly one book per device--in one day. Or an attach rate of 4 content items per device (per day).
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Closing in on ten weeks since Apple's last report where they "cleared up" any confusion about accounting rules, most financial sites still show incorrect data on their profiles for Apple.
Out of the 14 major sites I looked at, just 5 have managed to update their historical financials with the retrospective amendments freely available from Apple's Investor Relations site.
Deagol's AAPL Model: Ten weeks later, AAPL numbers elude financial web sites.
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iPad Apps, iPhone Apps, Deals and Discovery at App Shopper - Popular Recent Changes for iPad.
Far higher growth than the iPhone at launch.