Horace Dediu Tag

iPhone 5s

Posted On January 5, 2014By Storm WilliamsIn Apple News, Featured

Fascinating Insight Into How Apple Works By Dediu

In a fascinating interview with Calcalist radio, the largest economic newspaper in Israel, Horace Dediu gives us a scintillating insight into how Apple works. Horace Dediu is a well-respected analyst who knows a thing or two about Apple. Dediu started off by highlighting that Apple remains an enigma despite its vast success. This high level of mystery has resulted in countless rumors and analyses from about where the company is going to go next. Controversially, Dediu said that in some cases, Apple doesn’t really know what they are going to do next. Horace DedieuRead More
iphone 5s

Posted On December 6, 2013By Storm WilliamsIn Apple News, Featured

Horace Dediu: Apple Success All About Customer Loyalty

Posted On October 18, 2013By Storm WilliamsIn Apple News, Featured

Horace Dediu: The iPhone Company

Dediu doing what he does best. [quote cite=”Horace Dediu” url=”http://www.asymco.com/2013/10/17/the-iphone-company/”]I show the stages of adoption overlaid with the derivative of the Logistic Function and Apple’s enterprise value. The derivative of the Logistic Function shows the speed of adoption, peaking at the inflection point when adoption ceases to accelerate and begins to decelerate. The peak in Apple’s enterprise value happens to fall at the exact point of inflection in the adoption curve and hence maximum growth. It could suggest that the market perceives the value of Apple to be entirely reflectiveRead More
After calculating the saturation point of smartphone in the US, Horace Dediu takes on the top five countries in Europe (France, Germany, Italy, Spain and the UK). Horace Dediu: As with the previous analysis, the graph identifies the following dates: The Innovators’ period ended in the EU5 approximately in September 2006. (The equivalent period ended in the US in February 2007.) The Early Adoption period ended in the EU5 in August 2009. (US: December 2009). The Early Majority period ended in the EU5 in August 2012. (US: September 2012) Late Majority will endRead More
Today we reported that investment firms Canaccord Genuity (analyst – T. Michael Walkley) and Raymond James (analysts – Tavis C. McCourt and Daniel Toomey) highlighting that Apple is taking the US smartphone market by storm. Apple critics would point out that it wouldn’t be long before the US smartphone market saturates, resulting in Apple demise. However,  a new report from Horace Dediu suggest that the US smartphone market is unlikely to become saturated before late 2020. If true, this is great news for current and potential Apple investors. Asymco By using Rogers’ Diffusion ofRead More
The role Apple latest recruit Paul Deneve, former CEO of Yves Saint Laurent has led to many news outlets speculating that he was there to oversee the launch of Apple’s iWatch. 9to5 mac reported that Deneve  will report as a Vice President to Apple CEO Tim Cook and will work on “special projects,” not in retail. However, Horace Dediu has a different take on it: So it would make little sense to add a new direct report to this chart that did have a specific product ownership (or creation) role. Product is aRead More
Horace Dediu – industry analyst with a focus on mobile phones, posted an interesting very piece comparing Apple and Microsoft progress in China. Dediu pointed out that despite Microsoft’s huge investment in China over the years, Apple has made more headway in China than Micosoft in a shorter time span. Microsoft’s revenue in China in 2011 was reported to be 5% of what it obtained in the US. “The contrast is even more stark when one considers the time and effort each company has made in China,” Dediu writes. “Microsoft has been investingRead More