According to an analysis of top mobile vendors reported earnings by Horace Dediu of Asymco, the total operating profits from all mobile devices remain below $6 billion per quarter for years until the release of the iPhone 4.
However, in the past two years, mobile profits have seen an increase from $5.3 billion at the start of 2010 to $14.4 billion over the most recent quarter. The leader in mobile profits has always been Apple. In fact, Apple is claiming majority of all profits despite only selling a small percentage of mobile devices. Wait a minute, but I thought marketshare means everything! Nope, all that matters is the money, and Apple’s dominating there with only 8.8% unit share.
While Apple claimed 73% of mobile profits, Samsung has continued to remain the only other major phone maker to continue to make profit since the release of the iPhone. Yeah, making money by stealing. That’s the key.
Among the other six vendors, only HTC managed to turn out a profit, taking 1% of the total industry profits. Research in Motion, LG, Sony Ericsson, Motorola, and Nokia each were not able to turn a profit on their handset businesses.
Apple’s latest generation of the iPad is selling like hot cakes. Today, Apple’s online store have changed the shipping duration from a week to 3-5 business days shipping time, which would suggest that the supply of the new iPad is catching up with demand.
The company is now promising that orders of the third-generation iPad in both black and white, in all capacities, and also in the “Wi-Fi + 4G” models are now advertised to ship in less than a week in the U.S. This is the second time in less than a month that the estimated shipping times for the company’s latest generation of the iPad has improved.
A few weeks ago, shippings times were reduced to 5 to 7 days, an improvement from the previous shipments of one to two weeks just a few days after launch.
Last week, during Apple’s earnings call, the company revealed that it had sold 11.8 million iPads in the March quarter. It should be noted that during the three-month span the new iPad was only available for a few weeks. Tim Cook also revealed that the company was facing supply constraints with the new iPad.
Earlier this week, we reported that Apple’s new retail chief, John Browett, had received $61M in stock rights. Browett received a total of 100,000 restricted stock units (RSUs) and at Apple’s current stock price, those RSUs are worth around $61 million. However, at that time, Apple had not updated their company’s leadership page at that time.
Now, it is official that John Browett has started to work as Apple’s Senior Vice President. Apple has updated its leadership page with a picture and biography of the former Dixons Retail CEO. He also has a degree in Natural Science from Cambridge University and an MBA from Wharton Business School. The company’s leadership page features biographies of Apple’s executives (CEO, CFO, and all Senior Vice Presidents).
Apple notes that Browett will report to Apple, CEO Tim Cook.
Today, Apple has sent out an email to Mac developers, which encourages them to sign up for the company’s Developer ID program. This will allow a developer’s apps to be properly signed ahead of the launch of OS X Mountain Lion later this year. Gatekeeper is a new feature in OS X Mountain Lion that gives users the ability to set limits on app installation.
The new “Developer ID” program provides a level of security by which developers can certify they are the developer behind a given application package. If the developer is found to behave maliciously, Apple will be able to withdraw the Developer ID associated with that developer. This will prevent applications signed with the ID from running and causing further harm to users.
Apple is encouraging Mac Developer Program members to apply for their free Developer IDs so that the software offer will be ready when Gatekeeper launches with Mountain Lion later this summer.
Earlier this year, we broke the story that Apple has started to hire for its R&D center in Israel. Last year, Apple had acquired Anobit, an Israel-based flash memory company for anywhere between $400 million and $500 million.
Today, Israel’s Ynetnews, reports that the Apple will begin its “major hiring campaign” soon. The hiring is for dozens of new positions for its research and development center in Israel over the upcoming weeks.
The new employees will join the approximate 200 employees at Anboit, a flash memory company. Apple’s new hire will be located in Haifa’s Scientific Industries Center, an international technology center known as Matam. Other companies such as include Google, Intel, IBM, Microsoft, and Yahoo have operations there.
Apple’s development center is being run by Aharon Aharon, a veteran of Israel’s technology industry. The report also said that he will be joined by Etai Zaltsman. Zaltsman was previously the deputy CEO of Texas Instruments in Israel.
The company has not revealed how it will use Anobit’s expertise, but Tim said in January that Anobit has “fantastic technical talent,” and that he feels “fortunate to have them join us.”
All Things D reports that Apple has boosted its iAd mobile advertising team with the hire of Jessica Jensen. Jensen is a former Yahoo executive.
Her departure was confirmed from Yahoo to Kara Swisher of All Things D. Citing anonymous sources, she added that Jensen is taking a Job at Apple.
In the iAd division, Jensen will work under Todd Teresi, a former Yahoo and Adobe advertising executive. A few months ago, we reported that Teresi was hired by Apple earlier this year. He replaced the position vacated by Andy Miller, who left the company in August 2011.
At Yahoo, Jensen was in charge of Yahoo’s women-oriented site, Shine. She also lead the company’s lifestyles and health content businesses.
Apple is reportedly revamping its iAd service. Recently, the company has made a reduction of the minimum campaign amount, an increase in developer revenue share to 70 percent, and adjustments to iAd’s fees.
Last week, we reported that Apple and Samsung CEOs were to meet for settlement talks over patent issues. The battle between Apple and Samsung has been going on for a while now, and it isn’t pretty.
Now, FOSS Patents reports that a U.S. Judge has scheduled court-moderated settlement talks between Apple and Samsung. These talks will take place between May 21-22 in San Francisco, California, in an effort to resolve a legal dispute that now consists of 50 lawsuits across 10 countries. Judge Joseph C. Spero will moderate the talks because he is not directly involved with the lawsuit.
Last week, during Apple’s conference call, Tim Cook said that he would “highly prefer” to settle Apple’s lawsuits against its competitors, though he also ensured that he is committed protecting the company’s intellectual property
Apple’s CEO Tim Cook will represent the company and general counsel Bruce Sewell, while Samsung would send representatives from the parent company including CEO Gee-Sung Choi.
Apple’s Mac App Store has hit 10,000 applications, reports French Apple site MacGeneration, which uses its own tracking system to analyze App Store content. According to their report, the milestone was reached, although Apple has not publicly announced it.
In 2011, Apple introduced the Mac App Store with more than 1,000 applications, including Apple’s iWork and iLife suite of software. Apple also released OS X 10.7 Lion, its latest Mac OS exclusively via the Mac App Store.
To date, Lion is the most popular and highest paid application available on the Mac App Store. The next version of Mac OS X, Mountain Lion, will also be made available in the Mac App Store.
Last December, Apple’s Mac App Store passed 100 million downloads, making it the “largest and fastest growing PC software store in the world”.
Earlier this year, we reported that Apple had acquired a three year old startup Chomp. Chomp is a search engine that helps people discover apps for their devices. Apple plans to use the company’s technology and expertise to improve the App Store’s search and app discover technology. The terms of the deal were not disclosed. However, according to Bloomberg, Apple “paid about $50 million” for Chomp.
Now, AppleInsider reports that Chomp is no longer working on Android phones. Also, Chomp’s site no longer allows users to search for Android applications, only offering the iPhone and iPad as options.’ Their site still looks the same and the company’s “About Us” page makes no mention of Apple or the buyout. This decision should come as no surprise after Apple’s acquisition.
Chomp also has an application available for iOS on the App Store, and is available as a free download.
Apple continues to make improvements to its retail store experience. The company is now replacing iMacs at the kids’ tables with iPads. This is the first time a product other than the iMacs will be displayed at the tables. The original tables were surrounded by black balls from the Baleri Italia company for children to sit on. Those chairs cost Apple more than $500 each.
Not all Apple Stores have started to switch the tables, reports iMore. The kids’ area was part of Apple’s retail plan from beginning and was built into the first Apple Store which opened in 2001.
The new iPads demo child friendly apps that are easy to learn and play. Apple’s kids’ tables remain the same with wooden tables surrounded by the black balls from the Baleri Italia company for children to sit on.
This change just tells you a lot about their strategy and focus with kids.