Fortune 130

Posted in アップル by shiro on 2014年2月11日


Fortune 130 | asymco

On a yearly basis iTunes/Software/Services is nearly half of Google’s core business and growing slightly faster.

iTunes Store の売上げはグーグルの約半分 | maclalala2


Posted in アップル, 新社屋建設 by shiro on 2013年4月16日


Spaceship | asymco

Seen from this perspective, the architecture of their proposed campus makes perfect sense. If it was a divisional structure then each division could live in its own building or campus. In fact, each division would not have much to talk about to any other division. But as a functional organization Apple needs to move people quickly between projects. It needs to re-configure itself frequently. Being in the same building means they can do this much more efficiently.

スペースシップはじつに理に適っている | maclalala2

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The real threat that Samsung poses to Apple

Posted in アップル, サムスン by shiro on 2012年12月9日


The real threat that Samsung poses to Apple | asymco

While there’s no doubt that Google has played a key role in Samsung’s success by handing out a free mobile operating system to pretty much anyone who wants to build one — it is actually Apple, more than any other company, that is responsible for Samsung’s present success.

How? By outsourcing as much work to Samsung as they have. And it’s impossible not to wonder whether Tim Cook’s announcement yesterday on bringing back Apple’s manufacturing to the USA is the beginnings of an attempt to rectify the problem.

Asus came to Dell and said, “We’ve done a good job fabricating these motherboards for you. Why don’t you let us assemble the whole computer for you, too? Assembling those products is not what’s made you successful. We can take all the remaining manufacturing assets off your balance sheet, and we can do it all for 20 percent less.”

The Dell analysts realized that this, too, was a win- win… […]

Then, in 2005, Asus announced the creation of its own brand of computers.

The Real Threat That Samsung Poses to Apple | Daring Fireball

Samsung could be Asus to Apple’s Dell | The Loop

アップルにとってサムスンの真の脅威とは何か | maclalala2

アップルの真の強みとは? | maclalala2

コモディティ化したデザイン | maclalala2

アップルに残された道は何か | maclalala2

次なる「破壊的イノベーション」 | maclalala2

Did Apple use $2 billion to bail out Sharp last quarter?

Posted in アップル, シャープ by shiro on 2012年11月8日

Did Apple use $2 billion to bail out Sharp last quarter? | Fortune Tech

Explaining a curious discrepancy in Apple’s projected and actual capital expenditures

What happened?

Asymco’s Horace Dediu has a theory. In a post published Wednesday he points out that there was a $2.3 billion discrepancy between what Apple said it planned to spend on capital expenditures in 2012 and what it actually spent — $2 billion of which wasn’t reported as cash flow.

ReCapEx: The curious case of Apple’s 2012 and 2013 Capital Expenditures | asymco

アップルは20億ドルでシャープを救済した? | maclalala2

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Did Apple use $2 billion to bail out Sharp last quarter? はコメントを受け付けていません。

Using Capital Expenditures to predict Apple’s share price

Posted in アップル by shiro on 2012年10月8日

Using Capital Expenditures to predict Apple’s share price | asymco

The more surprising aspect of that analysis is that we get to know in advance how much Apple spends (since they tell us their budget a year before it’s spent.) and therefore it becomes possible to get a rough idea of how much they will produce. And since demand has generally been higher than supply we can get an estimate of how much Apple will sell.

The only missing piece to this logic chain is to estimate how much will shareholders benefit from the capital expenditure. I’ll try to establish the relationship through a build-out of graphs.

アップルの株価はこうすれば読める | maclalala2


Posted in 統計 by shiro on 2011年4月20日

First quarter PC forecast: Windows down 2%, Mac+iPad up 250% | asymco