Asymco

Asymmetric Intelligence

Market

  1. 95.7% of devices connecting to Boingo's airport Wi-Fi network are Apple devices

    Research

    The iPhone represents nearly 90% of all non-laptop connections in Boingo’s airports. The iPad registered 5.4% of all device connections, while Android tallied 2.5%. Blackberry phones and iPod Touch MP3 players accounted for less than 2% each of total visits. Windows Mobile was less than 1%.

    via MacDailyNews - Boingo Wireless: Apple's iPad surpasses Android, Blackberry and Windows Mobile in four days.

    Remarkable statistics, through a narrow sampling.  The above data represents all Wi-Fi enabled non-laptop devices in Boingo’s managed network, which includes 58 airports, the Washington State Ferries, and several sporting arenas and convention centers.

  2. App download rate steady above 10 million per day

    Research

    The App download rate increased to a record 10,753,000 per day during the last 90 days.  This remains below the peak reported iTunes music rate of 12 million per day in the fall of 2009, but above the more recent rate of 8.5 million per day reported in March.

    The download rates for iTunes are reported to have fallen as tiered pricing has been introduced while App download rates continue to increase.

  3. Time to Download 4 Billion Apps: 21 months

    Research

    Last week's announcement of "well over" 4 billion apps downloaded came 21 months after the App Store opened on iTunes.  To give a perspective on how fast that is, 4 billion songs took 41 months to sell on the iTunes Music Store.

    The graph below shows the last actual data provided on both the App Store and the Music store downloads (circled) plotted from time of launch.

    It also shows a curve-fit forecast of each store's downloads.  If the growth persists, 10 billion apps could be shifted in 28 months post launch, which is around November of this year.

  4. Stop the Presses! RIM Buys own OS Kernel

    Research

    RIM Buys QNX to Tie Phones to Cars | News & Opinion | PCMag.com.

    Seriously, a real operating system. This is their first.

    As a (Unix-like real-time) microkernel-based OS, QNX is based on the idea of running most of the OS in the form of a number of small tasks, known as servers. This differs from the more traditional monolithic kernel, in which the operating system is a single very large program composed of a huge number of "parts" with special abilities. In the case of QNX, the use of a microkernel allows users (developers) to turn off any functionality they do not require without having to change the OS itself; instead, those servers are simply not run.

    ...which is more than can be said for the BlackBerry "OS".

    Source: Wikipedia

  5. iAd adds up to a lot of cash

    Research · 3 comments

    "The average user spends over 30 minutes every day using apps on their phone. If we said we wanted to put an ad up every 3 minutes, that's 10 ads per device per day. That would be 1b ad opportunities per day."

    This is going to take some time to sink in over at the Googleplex.  By pushing Android, Google removed themselves from this opportunity.  Jobs continues:

    "We do not have any plans to become a worldwide ad agency. We tried to buy a company called AdMob, and Google came in and snatched them from us. We bought Quattro instead. They're teaching us and we're learning as fast as we can."

    Not to put too fine a point on it, but I did suggest iAd was coming on Dec. 30 of last year:

    I think it’s a certainty that Apple will introduce an ad serving platform for the iPhone (and any tablet) in 2010. This will amount to a checkbox that developers will check when submitting their app to the store. Doing so will allow Apple to place ads on the app in return for a check in the mail to the developer for the impressions.

  6. Apple sells 450,000 iPads in 5 days, users download 3.5 million apps

    Research

    Apple said Thursday that it has shipped over 450,000 iPads since the device went on sale this past Saturday, spurring 3.5 million app downloads for the new tablet device by its earliest adopters.

    via AppleInsider | Apple sells 450,000 iPads in 5 days, users download 3.5 million apps.

    Jobs also updated with 600,000 downloads of iBooks.  The first day sales of books was 250k, so it's keeping a bit above 1 book per device.  First day apps was 1 million, so the app attach rate is now 7.8, well above the 3 from day one.  Keep in mind that the iPhone attach rate grew to over 50 so it's early days to see how iPhone compares to iPad as an app magnet.

  7. One billion apps downloaded in 93 days

    Research

    A bit less than one year ago, on April 23rd 2009, Apple reported 1 billion apps downloaded.

    158 days later, on September 28th 2009, Apple reported 2 billion apps downloaded.

    99 days later, on January 5th 2010, Apple reported 3 billion apps downloaded.

    93 days later, on April 8th 2010, Apple reported 4 billion apps downloaded.

    The download rate for the past 93 days was 10.7 million apps per day.

    Given 85 million iPhones and iPod touches sold, the 4 billion app downloads amount to 47 per device.  (Although that number is likely to be considerably higher due to many iPhones/iPods having gone out of use--an attach rate of well over 50 seems like a good estimate).

  8. iPod now 41% of iPhone OS ecosystem

    Research

    "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.