Asymco

Samsung’s Massive Marketing Budget (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-samsungs-massive-marketing-budget-2012-11

Another great chart from Horace Dediu at Asymco. He looks at the advertising budget of Apple, Samsung, HP, Dell, Microsoft, and Coke. Why include Coke? Because it’s a huge advertiser, and its “primary cost of sales is advertising.”

As you can see, Samsung is blowing all the companies away in advertising and marketing.

Not a bad price to pay, if it means you get to become the world’s biggest smartphone company. Certainly HTC wishes it had Samsung’s marketing budget.

chart of the day, samsung's marketing budget in context, november 2012

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Friday, November 30th, 2012 news No Comments

The Collapse Of The Microsoft-Intel Monopoly (INTC, MSFT, AAPL, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-personal-computing-platforms-2012-9

Here’s an awesome chart from Horace Dediu of Asymco that shows the collapse of Microsoft and Intel’s monopoly in personal computing. It’s been making the rounds today.

As you can see, Android and Apple have successfully eaten into Wintel’s marketshare. That’s not to say Microsoft is going to collapse. It has a number of successful businesses. It’s just not going to run the world like it once did.

chart of the day, Personal Computing Platforms, september 2012

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Friday, September 14th, 2012 news No Comments

One Of The Most Amazing Things About The iPhone’s First Five Years (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-one-of-the-most-amazing-things-about-the-iphones-first-five-years-2012-6

The iPhone turns five this week. One of the most impressive things about the iPhone’s five year run is that the average selling price of the phone has remained just about the same around $600, notes Horace Dediu of Asymco. Meanwhile, Apple’s rivals pull in less than $400 per device.

Think about that for a second. Apple defined the modern smartphone market with the iPhone. It then faced an onslaught of competition from Google, Microsoft, Palm, and Research In Motion. Despite their various efforts to dethrone the iPhone, Apple has managed to stay on top. This is evident by the fact that since 2008 Apple has never had to slash its prices.

With all the competition, and pressure from carriers, if Apple was losing the smartphone battle, you’d expect it to cut the price of the phone. Instead, it’s been steady.

chart of the day iphone

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Wednesday, June 27th, 2012 news No Comments

Android Growth Has Fallen Off Cliff, Apple Still Cranking (AAPL, GOOG)

Source: http://www.businessinsider.com/androids-net-user-growth-hit-lowest-point-since-2009-2012-6

Android makes up the majority of the smartphone market right now, but that might start to change if recent sales growth trends continue.

The number of new users who purchased an Android smartphone steadily declined throughout the first four months of this year, according to an analysis of recent comScore data by Asymco’s Horace Dediu. In fact, Android net user growth in April hit its lowest point for any month since 2009.

By comparison, the iPhone’s monthly user growth rate has remained about as strong as ever.

Dediu suggests that it may be “too early” to say that Android is on a permanent decline, but these new numbers should definitely make Google sweat a bit.

“The concern has to be that rather than seeing the net adds growing–as they have for two years with only two contiguous months of decline–Android net adds have been falling for four months,” he writes.

Here’s Asymco’s chart showing the month-over-month changes in net user gains for each of the major platforms:

chart of the day, android growth, june 2012

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Monday, June 4th, 2012 news No Comments

Apple’s Mind-Blowing Margins In Context (MSFT, AAPL, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-google-microsoft-apple-operating-margins-2012-4

The most important thing to come out of Apple’s earnings was the fact that its operating margins were so strong, said Goldman Sachs analyst Bill Shope.

As you can see in this chart from the always insightful Horace Dediu of Asymco, Apple’s margins are better than Microsoft, which is a software company, and Google, which is an Internet company.

Apple is a hardware company. The fact that its margins beat software companies and internet companies is mind blowing. 

(The chart below shows margins from 2 quarters ago.)

Want more mind-blowing information on Apple? Then take a look at this >

chart of the day, google, apple, microsoft operating margins

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Wednesday, April 25th, 2012 news No Comments

The Only Two Smartphone Companies That Matter (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-smartphone-shipments-2012-4

There are only two smartphone companies that matter: Samsung and Apple.

This chart shows preliminary smartphone shipment estimates for Q1 from analyst Horace Dediu of Asymco. As you can see, it’s a two horse race. Everyone else is irrelevant.

chart of the day, smartphone shipments, april 2012

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Thursday, April 12th, 2012 news No Comments

Source: http://gizmodo.com/5885803/the-end-of-mac

The End of MacThis is not just theoretical. It's supported by what users are demanding. You just have to look at this chart made by Asymco's Horace Deidu. Apple sold 156 million iOS devices in one year compared to 122 million Macs in 28 years.

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Friday, February 17th, 2012 Uncategorized No Comments

Apple Is The Biggest PC Seller In The World

Source: http://www.businessinsider.com/chart-of-the-day-apple-is-the-biggest-pc-seller-in-the-world-2012-1

Apple is the world’s biggest PC maker, if you include iPads, says Horace Dediu of Asymco. Further, if you include the iPad, you can see that Apple and Lenovo are the only PC makers with real growth.

Why include the iPad as a PC? Because it can do just about everything a PC does. It killed the netbook, which is counted as PC, so we think it should count.

chart of the day, quarterly pc shipments, jan 17 2012

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Tuesday, January 17th, 2012 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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