Great data from Baidu on the state of the Chinese mobile internet - click through for the PDF.
Ugandan mobile money ad from MTN (no, I have no idea what they’re saying)
Chinese Android share
A little number crunching from Baidu’s Q1 2012 mobile internet stats:
(Mainland) Chinese brands now have no less than 48% market share, and they’re not staying at home…
BT is using street-corner cabinets to promote its new FTTC product. This one is in Chiswick, west London.
This is a clever approach to local advertising - only people who can get the service will see the posters. Not sure how effective it is, though.
iPhone share of smartphone sales in the USA
(This is an extract from a report I published last week for Enders Analysis)
A little observation and collation:
All 3 US (major) operators that sell the iPhone report their unit sales, and AT&T and Verizon report total smartphone sales. The iPhone is utterly dominant.
Even at Verizon Wireless, which has aggressively promoted Android, the iPhone is now over 50% of all smartphone sales.
As time goes on, we can estimate what this is doing to the installed base of smartphones (which they also disclose):
Expanded distribution and the new iPhone 4S combined mean that the iPhone now has 42% of all US smartphones in use today, and growing.
As should be obvious, this means that though Android is outselling the iPhone 2:1 globally, the iPhone is substantially outselling Android in the USA.
(Note: the second chart is for the total US market, including T-Mobile and other smaller carriers)
HBO on why they’re not going to unbundle from cable networks any time soon.
iPhone market share in the USA: 50% of Q1 sales
An experiment of sorts: today I published a very detailed report for Enders Analysis on the iPhone’s market share in the USA. Enders is a subscription business, so I can’t post it all here, but I’ll be sharing some of the more compelling charts over the next few days. Today: smartphone market share.
Since the US operators disclose their iPhone unit sales and their smartphone bases, and AT&T, Verizon Wireless and T-Mobile disclose total smartphone sales as well, you can make some pretty good estimates as to where the market is going - far better than relying on panel data, as some of the more widely-quoted stats do.
So, this is my starting point:
Roughly 50% of all the smartphones sold in the USA in Q1 2012 were iPhones. This is very different to the global picture:
Android is outselling iPhone by more than 2:1 on a global basis. But in the USA, Apple is massively outselling Android. That has obvious implications for where (mainly US-based) developers should be placing their efforts.
Tomorrow, the install base, and what effect expanded distribution has had.
Tablets and magazines
Hearst US tablet mag sales, given at a conference I moderated today:
- 35% iPad
- 30% Nook
- 20% Zinio (mainly iPad)
- 15% Fire.
They’re selling 600k copies a month. Of course, this is not a totally representative sample: the small devices in particular weight to mid-market women’s titles.
Still, Hearst USA is selling as many digital magazines on Nook + Fire as on iPad. Fascinating, and big implications for the viability of the 7 inch tablet market
A very simple reason why Apple doesn’t need to make its own television. Just licence AirPlay.
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