asymco

Amazing numbers from WWDC 2018

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wwdc 20 million developers
Did you know that 20 million people are building apps for Apple devices?
Photo: Apple

With so much to digest during Apple’s big WWDC keynote on Monday, it was easy to miss some of the finer details.

You might be aware of every new feature coming to iOS 12 this fall. You might have memorized the changes to macOS, too. But did you know that more than 20 million people are now building apps for Apple devices, or that 10 billion Siri requests are processed every month?

Here are some fascinating numbers you probably missed during WWDC.

A stunning 2/3 of Apple devices ever sold remain in use

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Apple Customer Satisfaction
Customers keep using Mac, iPad, iPhone, and Apple Watch
Photo: Cult of Mac

Apple’s devices don’t end up in the rubbish bin very often. In fact, an analyst determined that about 64 percent of iPhones, iPads, Macs and Apple Watches ever sold remain in active use.

This might be the most accurate way of measuring just how satisfied people are with Apple’s products. Far better than customer surveys!

iOS devices finally outnumber Windows PCs

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iPad Air 3 will pick up some tricks from the iPad Pro.
iPad Air 3 will pick up some tricks from the iPad Pro.
Photo: Apple

Surprising no-one, the number of shipped iOS devices has overtaken Windows devices in 2015. The number of iOS devices shipped equalled that of Windows PCs just last summer, but this is perhaps the final blow in the post-PC world that Apple’s been predicting (and promoting) for some time now.

Asymco analyst Horace Dediu sent out the following chart on Twitter that shows the continuing trend in detail, comparing Windows PC shipments to iPad, iPhone, and Mac units shipped. Check it out.

Apple looks poised to sell 21 million watches in first year

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Simple fitness trackers from Fitbit, Xiaomi and Garmin outsold Apple Watch during the third quarter.
Simple fitness trackers from Fitbit, Xiaomi and Garmin outsold Apple Watch during the third quarter.
Photo: David Pierini/Cult of Mac

Didn’t think the Apple Watch would catch on? Not everyone agrees, especially analysts who study sales projections.

Cupertino is on track to sell 21 million watches and rake in about $8.4 billion in revenue in the first 12 months of the Apple Watch, according to one of the hottest Apple analysts around. Not bad for a company that entered the wearables game late.

Top Apple Analyst Horace Dediu Calls ‘Jony Ive’ The Best Apple Book Yet

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Jony Ive book
Is this "the best book about Apple so far"? Read it and find out!
Photo: Portfolio

Jony Ive takes extra pains to keep his personal life private, but Leander’s book Jony Ive: The Genius Behind Apple’s Greatest Products shines a light in corners of Jony’s life and at Apple HQ that few have ever seen, especially when it comes to Apple’s design processes.

The book garnered praise from readers during its release last Fall, but we were super-giddy this afternoon to see that the world’s leading Apple analyst, Horace Dediu, just plowed through all 320 pages and says it’s the best book about Apple so far.

Over the last few years we’ve devoured Dediu’s insightful and intriguing Apple analysis on his site Asymco, but here’s what he had to say about the book:

Visualizing Apple’s Dinner Table Of Products [Chart]

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Screen Shot 2013-08-22 at 8.28.11 AM

Three years ago, Tim Cook very memorably said that although Apple was selling $40 billion worth of products every year (that number has since more than quadrupled), all of Apple’s products could fit on a dining room table. That amazing quote was slightly disingenuous — many of Apple’s products are virtual, and take up no physical space at all — but it still made a point: Apple chooses what it does so carefully that everything has its place. What Cupertino doesn’t do is just as important as what it does.

It’s all interesting food for thought, to be sure, but what if we took Tim Cook’s table metaphor and broke it down? For every foot of table, how much money does Apple make on each product?

Apple Now Makes A Record $57.60 Off Every Apple Store Vistor

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busy Apple Store

Not only are Apple Stores some of the most popular retail stores on the planet, they’re also the most successful. This year Apple Stores have continued to outpace the entire industry, and as a result Apple is now making more money per visitor than ever before.

According to some analysis by Horace Dediu at Asymco, last quarter the number of Apple Store visitors grew 7%, and as a result Apple earned a record of $57.60 in revenue from each visitor.

Amazon Vs. Apple Retail: Amazon Is Twice The Size, But Makes 1/10th The Profit

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Over at Asymco, Horace Dediu has compared Apple’s retail economy versus Amazon, and while the results aren’t anything we haven’t seen before — Amazon has annual revenue about twice the size of Apple’s retail revenue, but makes only 10% of Apple’s same operating income on that revenue — it’s informative to see it laid out so clearly. Check it out.

Source: Asymco

Asymco: Apple-Made Apps Are What Make The App Store So Profitable

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Apps Made By Apple

Over at Asymco, noted Apple analyst Horace Dediu takes a moment to look at the iTunes App Store from the perspective of a “break even” model, a perspective that Apple has only recently started to discuss as perhaps more than breaking-even. Dediu notes that with the quintupling of growth of the overall beast that is iTunes (including music, video, and iOS app software), an analysis of Apple’s business practices as well as the App Store’s economy of scale suggests that Apple is doing quite a bit better than “breaking even.”

Asymco T-Shirts Show Off Apple’s Successes In Dorky Charts

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Unlike a tattoo, these dorky t-shirts can be easily removed.

 

 

Last week I was in the tobacconist buying some Cuban cigars, and the girl in front of me was tattooed with an Apple logo. I got a crappy picture, but I snapped it out of horror rather than admiration.

Still, a tat is one thing. An Asymco T-Shirt, featuring a graph of, say, Apple’s increasing stock price, is another. These things are so dorky that they come out the other side being awesome.

 

Apple Expected To Become World’s Biggest Gaming Platform By The End Of The Year

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iOS devices will soon be the world's most popular game console.
iOS devices will soon be the world's most popular game console.

Apple’s iOS devices have had a huge impact on gaming, and more and more people are choosing to get their kicks on the iPhone and iPad rather than dedicated handheld consoles from the likes of Sony and Nintendo. By the end of this year, analysts expect Game Center accounts on iOS to surpass the 200 million milestone, making it the world’s biggest gaming platform.

New iPhone Expected To Sell More Than 263 Million Units [Report]

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Apple's next iPhone will be huge.
Apple's next iPhone will be huge.

Apple’s iPhone is so successful that the company’s senior vice president of worldwide marketing, Phil Schiller, recently revealed that “each new generation sold approximately equal to all previous generations combined.” That’s pretty staggering when you think about it, and according to analyst firm Asymco, it could mean that Apple’s new iPhone will sell more than 263 million units.

Today, Windows Only Outsells Apple Products Two To One

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Microsoft's once-unassailable lead has vanished

 

In its first year, the Mac sold just 372,000 units. PC clones were reaching two million units, or six times the amount of sales of the Mac. And things got worse from there, climbing to a vertiginous 60x by 2004.

Now, though, according to everybody’s favorite Apple analyst and Christopher Walken soundalike Horace Dediu, the gap has dropped to just 2:1 – if you count iOS in with OS X.

Android Growth Is Stalling In The US, While The iOS Juggernaut Charges On

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Android's scraping the bottom of the barrel when it comes to attracting new rubes.
Android's scraping the bottom of the barrel when it comes to attracting new rubes.

According to the latest data from comScore, Android might have peaked. Meanwhile, iOS is still going strong.

New smartphone users — individuals trading in their own feature phones for their first touchscreen, Android’s core constituency — are at their lowest level since 2010: just 300k new smartphone users a week in the last quarter, compared to 1.5 million in November.

It gets worse for Google. Android added the fewest number of new users than it has since 2009. It’s effectively an all-time low for Android growth, which, as Horace Dediu points out, equals four straight months of decline.

Apple Sold More iOS Devices Last Year Than All Macs Sold Ever

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The iPhone is almost off the chart, and despite strong Mac sales, iOS is easily beating it
The iPhone is almost off the chart, and despite strong Mac sales, iOS is easily beating it. Graph Horace Dediu/Asymco

It’s amazing what you see when you look closely at numbers, and super-analyst Horace Dediu of Asymco looks closer than most. Parsing some of Tim Cook’s keynote speech at Goldman Sachs earlier this week, he did some digging came up with the incredible graph you see above.

Asymco’s Horace Dedui Plans April Conference in Helsinki

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Photo by UK in Italy - http://flic.kr/p/apU3om
Photo by UK in Italy - http://flic.kr/p/apU3om

The conference circuit is hot. Once the domain of nameless geeks to commiserate on why they can’t get dates, tech conferences now showcase high-profile CEOs, serve as the backdrop for big deals and are the new sign that you’ve made it. The latest addition to the list is an independent analyst with a reputation for keeping his wits about himself amid Wall Street’s Chicken Little routine.