Ed Sutherland

Gartner: Samsung supplants Apple as #1 chip buyer

Ed Sutherland ∙ January 23, 2013

South Korea's Samsung has another reason to crow. After enduring talk that rival Apple would drop its rival for TSMC, demand for Samsung smartphones and tablets made it the largest customer of chips in 2012, replacing the iPhone and iPad maker in the worldwide chip eating challeng, reports said Thursday.

A Gartner report on semiconductor purchases also gives a rare glimpse into how much Apple is spending on chips for its smartphones and tablet devices. According to the researcher, Samsung increased spending on chips nearly double that of the Cupertino firm...

Apple wins 26 patents, including multitouch and more

Ed Sutherland ∙ January 22, 2013

Apple was granted more than two dozen patents today, including technology for multitouch sensors dating back to 2007, when the original iPhone debuted. Also approved by the U.S. Patent and Trademark Office: Apple patents covering the iOS magnifying loupe, noise-cancellation and even product packaging.

The multitouch patent, which covers the layout of screen sensors in the first iPhone, as well as future touch devices, follows a broad patent granted earlier this year covering a wide range of potential uses for multitouch, including aircraft instruments. For some time, Apple and its chief rival Samsung have fought over patents, culminating in a $1 billion victory for Apple, which charged the South Korean company infringed upon technology owned by the iPhone maker...

More research shows Apple leads in US with 51% of smartphone market

Ed Sutherland ∙ January 22, 2013

Apple's iOS has more than 51 percent of the US smartphone market, leading Google's Android, which claims just over 42 percent of the American market share, according to new figures released Tuesday. The numbers are just the latest prior to Apple's quarterly sales report expected later this week. Handset sales research firm Kantar announced Apple gained 6.3 percent of the domestic smartphone market, fueled largely by demand for the iPhone 5. Meanwhile, Android sales in the US slowed lightly, shedding 0.6 percent from the same 12-week period in 2011...

Reality check: despite FUD talk, Apple demolishing Android in all metrics that matter

Ed Sutherland ∙ January 21, 2013

Now that Apple's stock price appears to have regained some sanity, rising this morning to $500 from last week's low, perhaps its time to introduce some reality into the Apple vs. Android discussions which lately have resembled Chicken Little's adaptation of the Mayan Calendar. Before "The Sky is Falling: Apple orders are down" mania, there was the "Android has the market share and Apple's a has-been" debate.

The core argument and evidence of Android's dominance over Apple was right out of Circular Logic 101: Android has the Market Share. But look behind the curtain and the end of the world does not seem so close - at least for Apple...

Optimus G fuels LG’s return to No. 2 in the U.S., bumps Apple to No. 3

Ed Sutherland ∙ January 21, 2013

Competition to see who is the No. 2 cellphone maker in the U.S. has become a horse race. After losing it to Apple in 2011, LG for the first time since the iPhone 4S launch reportedly has retaken the spot behind industry-leader Samsung. But how did Apple, which produces only smartphones, for so long hold off the South Korean maker of both smart and feature phones?

According to Hong Kong's Counterpoint Research, LG in December snared thirteen percent of the overall U.S. cell phone market, beating Apple's twelve percent. However, it took LG's family of smart and dumb phones to regain the No. 2 spot, which it lost in 2011 when the iPhone 4S was released...

The government wants to give you greater control of app privacy and data tracking

Ed Sutherland ∙ Updated November 9, 2023

We don't often discuss U.S. government action when it comes to iPhone apps. But proposed legislation in Washington has iOS app advertisers up in arms and could even curtail future app development. Known as the "Apps Act", the measure ostensibly is aimed at protecting the privacy of consumers downloading a growing number of apps on mobile devices.

Per voluntary guidelines, Apps Act will require apps to get explicit permission from you before acquiring your name and email address. Among the areas targeted in the US House of Representatives proposal by Georgia Democrat Hank Johnson is requiring app devs to explain how your data will be used and what third parties can access it.

These steps are largely positive and one component of the proposed new regulation is particularly interesting as it would give your the right to delete your personal data used by advertisers...

Al Gore teaches us some nice AAPL stock tricks

Ed Sutherland ∙ Updated March 18, 2016

I also have another headline: Al Gore profits from Apple losses. Regardless of where you stand, the debate over whether Apple's iPhone is facing declining demand has now spread from simply a question of iOS versus Android. It's about Benjamins, who wins and who loses. Facing the 'threat' of Apple share value rebounding when its quarterly sales numbers are released next Wednesday, investors are hoping the company's stock remains low. Among them: former U.S. Vice President and Apple board member Al Gore.

Gore last week exercised options to buy 59,000 shares of Apple stock for only $7.475 per share. Because of the low option price versus the actual stock price of $495.2, he was able to buy Apple stock worth more than $29 million for just $441,000...

Analyst: remember Steve – Apple’s best days lie ahead

Ed Sutherland ∙ January 17, 2013

A Wall Street analyst Wednesday gave investors a pep talk, invoking the words of the late Apple CEO Steve Jobs to point out the iPhone maker is hardly ready to head for the exit. Instead, Topeka Capital Market analyst Brian White issued a record target price for a stock battered by negative headlines.

"The negative sentiment around the stock has reached epic levels that we haven't seen in recent memory and yet we believe [Apple's] product portfolio has never been stronger", White said in an investment note. He also quoted Jobs in response to naysayers who recently came out of the woodwork spelling doom for Apple...

The iPad is becoming ad industry’s darling

Ed Sutherland ∙ Updated April 10, 2018

Here's one of those news stories that only confirm what we already suspected: Advertisers are in love with the iPad. Not only is the iPad preferred over its Android equivalents, but also the iPhone.

Users of the iPad are more liable to click on an ad than ads displayed on a smartphone or rival tablet, according to new industry research.

According to mobile ad company MoPub, advertisers prefer tablets over smartphones. The preference is because ads for tablets require little changes to move from the desktop or laptop. However, Madison Ave. has an especially soft spot for the iPad, which attracts consumers even more than the iPhone. In addition, ads on the iPad bring advertisers more revenue than those shown to Android tablet owners...

There will be two billion smartphones by year’s end

Ed Sutherland ∙ January 17, 2013

Let's file this prediction by uber accounting firm Deloitte under 'been there, done that': world smartphone shipments will top one billion during 2013, and near two billion by year's end.

Back in October 2012, we reported that industry analyst firm Strategy Analytics announced the mark was passed during the third quarter of last year.

However, Deloitte adds a wrinkle to the smartphone race, forecasting we should top the 2 billion mark by the end of 2013. This means that an astounding billion shipments are expected throughout the calendar year 2013. That appears to suggest demand for smartphones is increasing across the globe. Remember, it wasn't that long ago that Strategy Analytics projected it would take until 2015 before we hit two billion smartphones...

Could booming iPad sales save the iPhone?

Ed Sutherland ∙ January 17, 2013

If Wall Street analysts went in for such things, J.P. Morgan's Mark Moskowitz would have a sign saying "It's the supply, stupid." Moskowitz Thursday morning issued a note to investors, reducing his iPad sales forecast for the fourth quarter of 2012. No, it's not due to flagging demand - the misconception dogging the Apple shares - but a shortage of tablets leading up to December.

According to Moskowitz, Apple next week may announce it sold 18.4 million iPads to close out last year, down from his previously projected 20.1 units. Coming into 2013, the popular device may become the chief revenue producer for Apple, the analyst adds...