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The iPad Is a Tease

The iPad Is a Tease | cross pond high tech | Scoop.it

As Apple is about to release its latest quarterly numbers, new questions arise about the iPad’s “anemic” growth. The answer is simple – but the remedies are not.

The iPad isn’t growing anymore. What happened? 

In anticipation of Apple’s latest quarterly numbers – they’ll be announced on April 23rd – the usual prerelease estimates swirl around the Web. You can find Yahoo’s summary of analysts’ estimates here; Paul Leitao’s Posts At Eventide provides a detailed and tightly reasoned history and forecast for the March 2014 quarter.

The consensus is that for the company as a whole, there won’t be any surprises: Apple will meet the guidance stated in its January 27th earnings call. Revenue will be down, as befits the quarter following the Christmas shopping frenzy, but profit per share (EPS) will be up a bit.

Boring. With one glaring exception:

Philippe J DEWOST's insight:

Interesting piece echoing an old blog post I wrote 4 years ago while CEO at imsense — http://j.mp/views-iPad

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Nike Has Fired Most Of Its FuelBand Team And Will Stop Making Wearable Devices

Nike Has Fired Most Of Its FuelBand Team And Will Stop Making Wearable Devices | cross pond high tech | Scoop.it

As many as 55 people of the 70-person hardware team, part of the larger Digital Sport division, were let go on Thursday, according to CNET's source. 

It seems obvious that Nike would jump out of the hardware game right now, with the upcoming iWatch on its way, as well as wearable Android devices, such as Samsung's Gear Fit, flooding the market.

Philippe J DEWOST's insight:

Things of the Internet happening in the Internet of Things

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Mobile Apps Market Revenue Soars in the United States and China in Q1'14.

Mobile Apps Market Revenue Soars in the United States and China in Q1'14. | cross pond high tech | Scoop.it
Google Play worldwide downloads now exceed iOS App Store downloads by around 45%, driven by growth in emerging markets. Russia and Brazil have been on the rise for some time now, but Mexico and Turkey also had a strong influence on Google Play downloads in Q1 2014.The iOS App Store remains comfortably ahead in worldwide revenue, generating about 85% more revenue than Google Play. This gap narrowed over the last quarter though, as Google Play revenue increased markedly in the United States and United Kingdom.China was the key market for iOS App Store growth, showing exceptional gains in both downloads and revenue. iOS App Store revenue in China grew around 70% quarter-over-quarter.Games remained the key category driving growth in both app stores. However, there was also growth in categories outside of Games. Tools saw gains in Google Play revenue, dominated by anti-virus and security apps. On iOS, Finance grew in revenue during tax season in the United States.Messaging apps remained a huge growth area, contributing to the gains for the Communication category on Google Play and Social Networking on iOS.
Philippe J DEWOST's insight:

It's all about Volume vs. Value

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Before He Died, Steve Jobs Told Top Executives Apple Would Not Be Making A TV

Before He Died, Steve Jobs Told Top Executives Apple Would Not Be Making A TV | cross pond high tech | Scoop.it

In 2010, Jobs hosted his final Top 100 meeting.

.../...

One person asked if Apple was going to release a television next. There were already rumors all over the place that it was Apple's next conquest. 

Yukari says "Jobs didn't hesitate." He said, "No."

 

"TV is a terrible business. They don't turn over and the margins suck," said Jobs. (Unlike iPhones which are wildly profitable and replaced every two years, a TV gets replaced every 8 years, and isn't all that profitable.)

 

He did want to control the living room, though, he said. He also said the Apple TV, the little video streaming box, would remain a hobby until Apple got all the content it needed.

Philippe J DEWOST's insight:

Interesting backwards echo of slide #10 in http://j.mp/beyondscreens

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The Apple Tesla Connection: Fun and Reason With Numbers

The Apple Tesla Connection: Fun and Reason With Numbers | cross pond high tech | Scoop.it

For Apple devices the computation is more complicated — and more speculative — because the company publicizes battery capacity (in watt-hours) rather than weight. But after some digging around, I found the weight information for an iPhone 4S on the iFixit site: 26 grams. From there, I estimated that the weight of the larger iPhone 5S battery is 30 grams.

I reasoned that the weight/capacity ratio is probably the same for all Apple batteries, so if a 26g iPhone battery provides 5.25 watt-hrs, the iPad Air battery that yields 32.4 watt-hrs must weigh approximately 160g. Sparing you the details of the mix of iPad minis and the approximations for the various Macs, we end up with these numbers for 2014 (I’m deliberately omitting the iPod):

100M iPads @ 130g = 13,000 tons 
200M iPhones @ 30g = 6,000 tons 
20M Macs @ 250g = 5,000 tons 
Total Apple batteries = 24,000 metric tons

It’s a rough estimate, but close enough for today’s purpose: Apple and Tesla need about the same tonnage of batteries this year.

 

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Visualizing 15 Years Of Acquisitions By Apple, Google, Yahoo, Amazon, And Facebook

Visualizing 15 Years Of Acquisitions By Apple, Google, Yahoo, Amazon, And Facebook | cross pond high tech | Scoop.it

You grow old, you slow down, and you die. That is, unless you can inject some fresh blood. After watching the last generation of tech giants wither or..

Philippe J DEWOST's insight:

Proud to be somewhere in this GAFAY shopping spree. This chart would be even more interesting in % of market cap...

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Billion is the metric for 2014 in mobile according to Gartner & Apple

Billion is the metric for 2014 in mobile according to Gartner & Apple | cross pond high tech | Scoop.it

ULTRAMOBILE YEAR AHEAD: Gartner has updated its annual device forecasts for PCs, tablets, and mobile phones for the new year. On the whole, the research outfit thinks sales of all of these devices combined will grow by just over 7% in 2014, which would be a re-acceleration in growth compared to the 4% growth achieved between 2012 and 2013. 

Mobile phones, both feature phones and smartphones, will dominate in terms of sales volume, with expected annual sales of almost 1.9 billion. But it will be the "ultramobiles" category, in which Gartner includes tablets, hybrids, and flip-form devices, that will set the pace for growth, with increased sales of nearly 54% during the year. We feel this is a function of growing demand for "phablets," or devices that carry a screen size somewhere between the standard 5-inch smartphone and the 8-inch tablet. Phablet shipments have already skyrocketed in key markets for mobile growth like China and India. PC sales, meanwhile, will continue to be hampered by the mobile movement. Gartner thinks PC sales will decline 7% in 2014. 

ONE BILLION ANDROID DEVICES! If 2013 was the watershed year for Android in terms of market share, then 2014 will be the year Android solidifies its stronghold on the global mobile market. Gartner estimates Android will sell 1.1 billion devices for the year. They also confirm that Android blows past Apple in terms of installed base, with 1.9 billion active Android devices already in use. With slowing growth in mobile uptake in developed markets, expect Android to make massive waves with new, lower-income users in emerging mobile markets, where most new customers are priced out of the premium device market dominated by Apple. (Gartner)

Philippe J DEWOST's insight:

Ultra Mobile year ahead... Nearly 2 Bn handsets forecasted in 2014 and 1Bn Android devices. Meanwhile Apple passed the $10Bn sales mark on the App Store.

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Apple would patent a ham sandwich if it could. That doesn't mean we're getting an iSandwich.

Apple would patent a ham sandwich if it could. That doesn't mean we're getting an iSandwich. | cross pond high tech | Scoop.it

In 2006, when Apple was about to release the iPhone, patents came up in a senior management meeting. Apple's leaders were wondering what they should patent. 

Jobs had a simple, decisive answer: "We are going to patent it all."


and by "all," Jobs meant all.

Philippe J DEWOST's insight:

Apple Patent Strategy for the rest of us

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Apple And Samsung Take 109% Of The Smartphone Industry's Profits While Everyone Else Loses Money

Apple And Samsung Take 109% Of The Smartphone Industry's Profits While Everyone Else Loses Money | cross pond high tech | Scoop.it
There are only two companies making money...
Philippe J DEWOST's insight:

smartphone duopoly includes a company that entered the handset business less than 7 years ago.

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Apple Has 600 Million Accounts, more than Twitter and almost 3x Amazon

Apple Has 600 Million Accounts, more than Twitter and almost 3x Amazon | cross pond high tech | Scoop.it

Apple's most quietly powerful advantages: it has ~600 million accounts on file, most of which are linked to credit cards, which is light years ahead of its competition according to BI Intelligence. Amazon, the biggest e-commerce company in the world only has 224 million accounts. 

 

The 600 million accounts is really astounding when you consider that for people to get an account with Apple, they likely had to spend at minimum $200 for some sort of iPod, iPhone, or iPad.

Philippe J DEWOST's insight:

And most of these approx 600 M accounts are linked to credit cards ...

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Microsoft's Biggest Problem In One Chart

Microsoft's Biggest Problem In One Chart | cross pond high tech | Scoop.it

This chart from BI Intelligence shows that Android now has 60% of all computing platforms. Microsoft's Windows, on the other hand, is at 24%. Apple is at 14%.

Philippe J DEWOST's insight:

Computing Platform War : Microsoft shrinks from 70% to 24% in just 4 years while Android inflates from 0 to 60%

 

Two comments : 1/ other have just vanished 2/ how does Android fragmentation weigh in ?

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Fitbit raises $43 million in new funding

Fitbit raises $43 million in new funding | cross pond high tech | Scoop.it

Fitbit, maker of a wearable device that measures health and physical activity, has raised $43 million in new venture capital funding.

Health tracker bulks up ahead of possible competition from Apple.

Philippe J DEWOST's insight:

Withings, get ready!

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Rescooped by Philippe J DEWOST from Delivering Video To The Home: The New Challenges of OTT, Broadcast and IPTV
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Just When TVs Were Getting Smart, Chromecast Will Make Them Dumb Again

Just When TVs Were Getting Smart, Chromecast Will Make Them Dumb Again | cross pond high tech | Scoop.it

By now, you've no doubt heard and/or read something about Google's clever new Chromecast HDMI device, a $35 media streamer introduced yesterday (Google's intro/demo video embedded below). Chromecast has a lot going for it, and could well become Google's first big hit product in the living room. If it does, there will be at least one significant consequence: instead of TVs continuing to become "Smart TVs," they are going to become dumb yet again. This would be a huge blow to TV manufacturers who have labored to convince consumers to spend extra to derive the benefits a Smart TV offers.


Via Claude Seyrat
Philippe J DEWOST's insight:

Oops

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How Microsoft Created A Virtual Assistant That Could Blow Siri Away

How Microsoft Created A Virtual Assistant That Could Blow Siri Away | cross pond high tech | Scoop.it

Microsoft explains how Cortana was created and what makes her so different from Google Now and Android

.../...

"We focus a little bit more on contextual triggers that we think people will actually understand. We always talk about 3 triggers—we talk about time, we talk about location and we talk about people. Those are the triggers people get. Let’s just focus on a set of things that are going to be of high utility and limit the number of triggers so that people can understand what the system is capable of.

 

For us is a notion of personality. When we look at Google, they’ve made some pretty clear decisions. It’s about getting you quickly and efficiently to Google’s services. It’s not about personality. There’s just something really delightful that makes people smile about having an anthropomorphic personality inside this assistant. We studied this a lot and looked at people’s reaction in labs; it just makes people smile. It also opens up this type of trust relationship we talk a lot about.

 

Google has got a decision to make around how they’re going to create a personality"

Philippe J DEWOST's insight:

It's seems to be all about context and personality... Wait : what are Apple, Google and Microsoft personalities ?

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Meet "Wallaby", the Mac G3 setup used to design the first iPhone OS

Meet "Wallaby", the Mac G3 setup used to design the first iPhone OS | cross pond high tech | Scoop.it

Greg Christie, a senior engineer at Apple, revealed to the Wall Street Journal that Steve Jobs gave his team an ultimatum back in February 2005: Come up with some big ideas for the iPhone within two weeks or lose the project to another group.

Christie’s team would go on to innovate some of the more iconic features of the iPhone, like its “slide to unlock” feature and its integrated music player. It’s hard to remember this today, when we’re surrounded by touchscreen smartphones and tablets, but before the iPhone, few were thinking about touchscreen user interfaces.

He described the team working on the original iPhone’s software as “shockingly small” and noted that they “banged their head against the wall” to figure out a way to make text messages look more conversational, rather than a mere list of text. But as Christie’s team made headway and Jobs began obsessing about the project, it became clear they were making progress.

Most intriguing to hardware geeks, Christie showed the setup his team used to build the first version of iOS: A plastic touchscreen connected to an aging Mac G3 (which mimicked the first iPhone’s slow processor), which was codenamed “Wallaby.”

Philippe J DEWOST's insight:

I do like the setup and the Harman/Kardon soundsticks... (disclosure : we too used Mac G3 at Ukibi)

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This Is Apple's Roadmap For The Rest Of The Year, According To KGI

This Is Apple's Roadmap For The Rest Of The Year, According To KGI | cross pond high tech | Scoop.it

Two new iPhones, two iWatches, and an Apple TV ?

Apple will have a very busy second half of the year, according to KGI  Securities analyst Ming Chi Kuo.

In a new note released yesterday, and picked  up at MacRumors, Kuo provided the following roadmap for Apple's product  releases in 2013. Kuo is fairly plugged-in with Apple's suppliers and has a  better track record than most.

Philippe J DEWOST's insight:

Should this be true you'd better start saving...

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TidBITS: How to Protect Your iCloud Keychain from the NSA

TidBITS: How to Protect Your iCloud Keychain from the NSA | cross pond high tech | Scoop.it

Apple has released a massive update to its “iOS Security” white paper for IT professionals. It contains more information on iOS security than Apple has ever shared publicly before, including extensive details on Touch ID, Data Protection, network security, application security, and nearly all security-related features, options, and protective controls.

For the first time, we have extensive details on iCloud security. For security professionals like myself, this is like waking up and finding a pot of gold sitting on my keyboard. Along with some of the most impressive security I’ve ever seen, Apple has provided a way to make it impossible for agencies like the NSA to obtain your iCloud Keychain passwords.

Philippe J DEWOST's insight:

This is getting very serious even if I start worrying for Dashlane

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Apple TV sales topped $1B in 2013, becoming Apple's fastest growing hardware

Apple TV sales topped $1B in 2013, becoming Apple's fastest growing hardware | cross pond high tech | Scoop.it

Apple Chief Executive Tim Cook revealed during his company's annual shareholder meeting on Friday that total sales of the Apple TV topped $1 billion in 2013. Priced at $99 each, that would mean sales were beyond 10 million for the year.

In response to the new data released by Cook, analyst Horace Dediu of Asymco took to Twitter to reveal he estimates that sales of the Apple TV have increased by 80 percent year over year. That would make the Apple TV the company's fastest-growing hardware product.

 

Apple CEO Tim Cook admitted last Friday it's hard to continue referring to the Apple TV as a "hobby"

Philippe J DEWOST's insight:

Hobby Time is over

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Mac Pro: Seymour Cray Would Have Approved by @gassee

Mac Pro: Seymour Cray Would Have Approved by @gassee | cross pond high tech | Scoop.it

The original 128K Mac was 13.6” high, 9.6” wide, 10.9” deep (35.4 x 24.4 x 26.4 cm) and 16.5 lb (7.5 kg). Today’s Mac Pro is 9.9″ by 6.6″ (25 by 17 cm) and weighs 11 lb (5 kg) — smaller, shorter, and lighter than its ancient progenitor. Open your hand and stretch your fingers wide: The distance from the tip of your pinky to the tip of your thumb is in the 9 to 10 inches range (for most males). This gives you an idea of how astonishingly small the Mac Pro is.

At 7 teraflops, the new Pro’s performance specs are impressive…but what’s even more impressive is how all that computing power is stuffed into such a small package without everything melting down. Look inside the new Mac Pro and you’ll find a Xeon processor, twin AMD FirePro graphics engines, main memory, a solid-state “drive”, driven by 450W of maximum electric power… and all cooled by a single fan. The previous Mac Pro version, at only 2 teraflops, needed eight blowers to keep its GPU happy.

Philippe J DEWOST's insight:

Interesting story linking energy density, Seymour Cray, the Bell Labs and the 64bit A7 chip... not mentioning the Mac Pro's real size.

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70% of Windows households are now also Apple households

70% of Windows households are now also Apple households | cross pond high tech | Scoop.it

This chart from Morgan Stanley illustrates how Apple has invaded people's lives. 

There was time when Microsoft had 95% of the computing market, and Apple was fighting for its life. (That time is quickly turning into old history, but for some of us it feels like yesterday.) 

At that point, only a sliver of people had Apple products in their lives. Households were pretty much either Apple houses or Microsoft houses.  

Today, everything's different. You can own a Windows-based PC and an iPhone or iPad. 

This chart shows that 70% of people with Windows products have an Apple product in their homes.  

Apple couldn't win the PC game, so it changed the game, introducing the iPod, then the iPhone, and then the iPad.  

Today, Apple is the world's most valuable company, and Microsoft is trying to catch up in personal computing.  

Philippe J DEWOST's insight:

If you can't beat them...

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Paid Apps Are Dead

Paid Apps Are Dead | cross pond high tech | Scoop.it
Philippe J DEWOST's insight:

In-app may be the only path unless you have a massive audience and can sustain ads

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is Intel new management at ARM's length ?

is Intel new management at ARM's length ? | cross pond high tech | Scoop.it

is Intel’s new CEO is rethinking the “x86 and only x86″ strategy? Last week, a specialty semiconductor company called Altera announced that Intel would fabricate some if its chips containing a 64-bit ARM processor. The company’s business consists of offering faster development times through “programmable logic” circuits. Instead of a “hard circuit” to be designed, manufactured, tested, debugged, modified and sent back to the manufacturing plant in lengthy and costly cycles, you buy a “soft circuit” from Altera and similar companies (Xilinx comes to mind). This more expensive device can be reprogrammed on the spot to assume a different function, or correct the logic in the previous iteration. Pay more and get functioning hardware sooner, without slow and costly turns through a manufacturing process.

With this in mind, what Intel will someday manufacture for Altera isn’t the 64-bit ARM processor that excited some observers: “Intel Makes 14nm ARM for Altera“. The Stratix 10 circuits Altera contracts to Intel manufacturing are complicated and expensive ($500 and up) FPGA (Field Programmable Gate Array) devices where the embedded ARM processor plays a supporting, not central, role. This isn’t the $20-or-less price level arena in which Intel has so far declined to compete.

Philippe J DEWOST's insight:

Couldn't resist "Management at ARM's length", yet this note is definitely worth a thorough and full read 

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Apple Releases OS X 10.9 Mavericks for Free

Apple Releases OS X 10.9 Mavericks for Free | cross pond high tech | Scoop.it

Breaking from tradition, Apple today released OS X 10.9 Mavericks with no more specific advance notice than the “fall” promise from June’s Worldwide Developer Conference. A more interesting first is that Mavericks will also be free to all Mac users, at least those who can access the Mac App Store, which goes back to 10.6.8 Snow Leopard.

 

Philippe J DEWOST's insight:

both timing and price are surprises; please backup before upgrading so you avoid any further surprises

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Mobile Moore: The New iPhone Is 40X Faster Than The Original iPhone

Mobile Moore: The New iPhone Is 40X Faster Than The Original iPhone | cross pond high tech | Scoop.it
An impressive explosion in speed: In the six years since the original iPhone was released, the speed of the iPhone has increased by 40X. The iPhone 5S alone is a doubling in speed over the iPhone 5.
Philippe J DEWOST's insight:
40x in just 6 years !
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Apple + Nikola Tesla Inspired Technology May Change Payments And Maybe The Entire Mobile World

Apple + Nikola Tesla Inspired Technology May Change Payments And Maybe The Entire Mobile World | cross pond high tech | Scoop.it
Last month (7/2013) Apple quietly acquired [1] a relatively unknown but highly innovative electronics company called Passif Semiconductor Corporation.  The Oakland California company was formed in early 2007 with the aim to create extreamly low power chipsets that directly relate to local adhoc communication networks.  One example is Bluetooth and another example in limited form is NFC.
Nerd Detour
The name Passif is a play on the word passive.  In electronics,  active components have the ability to produce gain, or amplify a signal, and passive components do not.  The basis on how Passif’s primary devices work is using Capacitors and they are passive electronic devices.
Founder Inventors, True  Innovation
Passif Semiconductor has been quietly innovating and have been applying for US patents by founders Benjamin W. Cook, Axel D .Berny with Jason A. Trachewsky.  The company had discovered a very novel and potentially spectacular way to “harvest” energy from all of the wireless signals around us, including WiFi and Cellular signals and to use this to power small and very inexpensive devices.
Batteries Not Included And Not Needed
This means that quite complex nano devices can sit out there and not need to have a true battery and will never need to be charged just by harvesting the huge amount of energy that is floating around us in just about every environment.  Costs drop to almost zero if batteries and charging systems are not needed for these nano devices.
Philippe J DEWOST's insight:

a new light on iBeacons

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