Smartphone

One of the bigger questions remaining about Apple’s event tomorrow is the price point of the iPhone 5C.  Some, including Reuters, have put the price point very low, in the $100 Android range. Others have put it higher at $500 and above. Assuming Apple goes with a 16GB base model, I’d personally guess about $450 or slightly lower. How about you?

Aiptek, the company behind a number of mobile projector products that we’ve seen in the past, is about to release a brand new pico projector for iPhone 5 and we just got our first look at the product during the ShowStoppers IFA event in Berlin. Texas Instruments, who provides the DLP technology powering the product’s projection experience, was on hand tonight at ShowStoppers showing off the new “MobileCinema i55.” It’s similar to other pico projector cases Aiptek has launched in the past, but this time provides a couple new features on top of built-in Lightning connector support for the iPhone 5. We went hands-on and have a video of the product in action below the fold. 
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Samsung is so far the only company to announce an LTE-A compatible phone

A statement by Deutsche Telekom is adding to speculation that at least the European model of the iPhone 5S may support the high-speed LTE-A standard (also known as LTE+). The prospect of the 5S supporting the faster version of LTE had first been suggested back in July.

In announcing that the carrier will be launching its high-speed LTE-A data service this month, offering speeds of up to 150MBit/s, the company said:

Samsung will offer an updated version of the Galaxy S4 with LTE +. Appropriate devices from other manufacturers will follow the end of September.

Given the timing, some are suggesting that one of the ‘other manufacturers’ may be Apple … 
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Photo: ibtimes.com

The latest numbers from IDC, ABI and Strategy Analytics (the latter not yet online) paint an interesting picture of where the smartphone business currently stands, and where the iPhone sits within it.

The overall picture for smartphones is, of course, strong. IDC reports:

In the worldwide smartphone market, vendors shipped 237.9 million units in 2Q13 compared to the 156.2 million units shipped in 2Q12. This represents 52.3% year-over-year-growth, the highest annual growth rate in five quarters. Second quarter shipments were up 10.0% when compared to the 216.3 million units shipped in 1Q13.

While ABI pegged the year-on-year growth at a significantly lower 44 percent, it’s clear that much of the traditional featurephone market is switching to smartphones.

The high-end also remains strong, with both the iPhone and Samsung S4 outpacing the smartphone market as a whole, though both sets of figures show iPhone growth at a long-time low … 
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AT&T <a href="http://www.wap.org/journal/iphoneeverywhere/">Line</a>

Following major announcements from T-Mobile and Sprint (and rumors about big device upgrade changes at Verizon Wireless), AT&T has made its “network related” announcement that it teased last week. The company has introduced a new program named “AT&T Next.” Similar to T-Mobile’s new “Un-carrier” offering, AT&T Next allows users to upgrade their smartphone or tablet device each year (T-Mobile, though, allows this to happen twice a year).

“With AT&T Next, customers can get the newest smartphone or tablet every year with no down payment. That’s hard to beat, and it’s an incredible value for customers who want the latest and greatest every year,” said Ralph de la Vega, president and chief executive officer of AT&T Mobility.

In a change from the typical ways of purchasing a phone upfront with no contract or at a subsidy with a contract, AT&T Next allows a customer to purchase a smartphone or tablet with $0 down payment and pay for the device with a monthly cost. For example, according to AT&T, a customer who wants a Samsung Galaxy S4 can purchase the device with no down payment and pay an extra $32 per month (on top of their standard monthly service bill). More details below:

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ComScore today reported its numbers for smartphone subscribers in the U.S. for the three month period ending in April with Apple experiencing the biggest gains in both categories. The main theme of the report is much the same as we heard in its January and February reports– Apple is up and gaining at the expense of Google and just about everyone else.

When it comes to market share by platform, comScore reports that Google continues its lead with 52.3% (down 0.3 percent since the January quarter), while Apple experienced a slight gain of 1.4 percentage points increasing from 37.8% to 39.2%. That’s compared to BlackBerry at just 5.1% (down from 5.9% last quarter) and 3.0% for Microsoft (down from 3.1%).

Apple also captured the biggest gain for smartphone subscribers by OEM, positioning itself as the No.1 smartphone vendor in the U.S. with 39.2% of the market compared to Samsung’s 22% during the three month period. Filling out the final three positions is HTC, Motorola, and LG:
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Research firm IDC is out with its latest numbers for Q1 2013 today tracking worldwide smartphone shipments by OS and OEM noting Android and iOS combined accounted for 92.3% of all shipments during the quarter.

IDC noted that Apple and Android  shipments combined increased year over year approximately 59.1% with a total of 199.5 million units shipped worldwide during Q1. That’s up from just 125.4 million a year ago. Apple is clearly a large driver of the growth with the report pointing out that iPhone had its “largest ever first quarter volume.” However, despite that, Apple also saw a decline among usage of iOS compared to growth of the industry as a whole, allowing Android to keep its top spot by OS and Samsung to remain number 1 by OEM.

How far is iOS behind Android? According to IDC it accounted for 17.3% of the market in Q1 compared to 75% for Android. Of course this is likely taking shipments (not sales) into account and also doesn’t represent tablet usage that we know iOS continues to dominate. 
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Apple has just released a new iOS .1.4 software update for the iPhone 5 that includes an updated speakerphone profile. That’s really it as far as public updates but Apple often updates some stuff behind the scenes including some bug fixes and security updates. The 11.5MB update (kinda big for just a profile, no?) is for iPhone 5 only and can be downloaded directly at the following links:

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http://www.youtube.com/watch?feature=player_embedded&v=NoVW62mwSQQ

“Everyday more photos are taken on the iPhone than any other camera”

This is the best one I’ve seen in awhile and runs a full minute. Reminds me of “We Believe” and  “We’ll always”.

Also on Apple.com. 
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Since we first heard rumors that Microsoft was working on Office for iOS as far back as 2011 and got a look at alleged leaked images of an iPad app that Microsoft later denied were real, every couple of months we’ve seen reports that say the app is coming soon. First it was November 2012, then early 2013, and others claimed “sometime after” March 2013. The latest rumor: Microsoft has Office for iPhone and Android is scheduled for fall 2014.

ZDNet claims to have got its hands on Microsoft roadmap for next year and says on it is “iOS/Android support for Office”:
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Update: The patent was granted on 6th January 2015 (via Apple Toolbox)

These are certainly not the first flexible display related patent applications that we’ve seen from Apple. A few different Apple patent applications have received attention in recent months, including one for a slap wrist-style bracelet with a flexible display, and others for curved and flexible displays in various iOS device-like form factors. Today we’ve come across a couple of recently published Apple patent applications filed as early as September of last year that further show Apple’s work with flexible displays (via UnwiredView).

The first patent application, titled “Flexible Electronic Devices” is pretty straight forward: Apple is interested in methods of providing not only flexible displays but also flexible components like batteries, circuit boards, and the housing of the device itself. Apple describes a device that could respond accordingly depending on how a user was manipulating the flexible display. The patent applications provides examples such as the device shutting off and entering standby mode when folded, or a user answering a call or changing volume:
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Research firm comScore is out with its usual monthly report that ranks the top smartphone OEMs and platforms for the three-month period ending in February. Apple continues to grow its lead this month as top OEM in the U.S., jumping 3.9-percent from November to 38.9-percent of the market and increasing its lead on the second biggest OEM by subscribers, Samsung:

Samsung ranked second with 21.3 percent market share (up 1 percentage point), followed by HTC with 9.3 percent share, Motorola with 8.4 percent and LG with 6.8 percent.

It’s important to point out that the shipped vs. sold argument doesn’t apply to comScore’s results, as its data comes from surveys tracking smartphone subscribers and usage and not sales or units shipped. Google grabs the spot as top smartphone platform at the end of February, but Apple continues to close the gap capturing 38.9-percent of the market (up from 35 percent) compared to Google’s 51.7-percent (down from 53.7-percent):
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Verizon CFO Fran Shammo spoke at the Duetsche Bank Annual Media, Internet & Telecom conference this morning, where he was asked a few questions related to the iPhone. Verizon reported its fourth quarter 2012 earnings last month with 9.8 million smartphone activations—a record 6.2 million of which were iPhone. We knew about half, or 3.1 million, of those iPhone sales were driven by the first full quarter with the iPhone 5, but today Shammo talked about just how important getting the free iPhone 4 was during the quarter:

But this past fourth quarter you had a couple — you had really one thing happen that never happened before, especially with Verizon Wireless, and that was for the first time ever, because of the iPhone 5 launch, we had the 4 at free. So it was the first time ever you could get a free iPhone on the

Verizon Wireless network. So that produced a lot of volume for us. We had a lot of new customers come into Verizon who took that free phone, and that was great for us because again if you think about — we sold a lot of LTE product in the fourth quarter. We sold a lot of 3G product from the iPhone products in the fourth quarter.

But that is key for us, because if you think about our two networks it is important for me as I migrate people into the 4G network I still have this very large 3G network that operates very efficiently. We are not investing any more capital in that network other than to keep it up and running, so no more coverage capital, no more capacity capital. If I can keep that network up and running that just generates more contribution margins for us. So it is critical for us to balance that. But, again, I think you had one point in time where you had a free phone, a free Apple phone that never happened before with us and that generated a lot of volume.

While noting that 53 percent of the carrier’s smartphone activations were iPhones in 2012, Shammo was asked about the opportunity to incentivize employees to sell non-Apple devices that would also come with lower subsidies for Verizon:

The answer is, no, we don’t and it is critical that we don’t do that. The reason for that is because what is more important for us is when a customer walks into a store that customer walks out with a phone that they will be happy with and not return under our 30-day guarantee. Because the worst thing that can happen for us is for me to incentivise a salesperson to get you into a phone that you walk out the door with thinking you are going to like and in three days you come back because you don’t like it. Therefore, now I’ve just subsidized two smartphones because that phone you used I can’t resell as a new phone.

You can read more from Shammo’s presentation and where he discusses the growth of Share Everything plans, tablets, and more here.