Estimating iPhone Model Mix, Where Apple Products are Sold, Nokia's Here Maps Sold to German Automakers
Today's Above Avalon stories:
- Estimating the iPhone Model Mix - The next step in order to reach iPhone growth potential estimates for 2016 and 2017.
- Where Apple Products are Sold - A closer look at iPhone, iPad, and Mac U.S. sales broken out by retailer and where the Apple Watch may fit into the mix.
- Nokia Here Sold to German Automakers - Digital maps data is held by a select few and owning the mapping data is not the most important piece to the puzzle.
Continuing our deep-dive into iPhone growth potential, today we will discuss the current iPhone model mix, taking a look at my estimates for how the user base breaks down according to iPhone models, including the change from September 2014 to June 2015. Next, we take a look at where Apple products are actually sold, which likely contains some surprises. We conclude with a few words on the German automakers winning the bidding process for Nokia's Here maps.
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Calculating the Size of the iPhone User Base, Apple TV Crawling Towards Launch, Apple/BMW Follow-Up
Today's Above Avalon stories:
- Calculating the Size of the Current iPhone User Base - We discuss the various data points used to derive my latest estimate for the number of iPhone users out in the wild.
- Apple TV Crawling Towards Launch - Nothing related to TV and video are guaranteed successes for Apple in this environment.
- Reuters on Apple/BMW - Reuters collaborates much of what we discussed last week that Apple wasn't just interested in the BMW i3 body, but instead more important things.
We begin today's email by going through the steps of calculating the size of the current iPhone user base, which serves as the foundation for addressing the topic of iPhone growth potential. Next, we discuss the BuzzFeed report about Apple TV being announced next month, and why my expectations surrounding Apple TV aren't too elevated. We conclude with a brief update on our Apple/BMW car discussion from last week, courtesy of Reuters.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here.