Apple today announced that customers have downloaded more than 1.5 billion applications in just one year. Here's more statistics: there are now 65,000 apps in AppStore and more than 100,000 developers in the iPhone Developer Program. Great news. AppStore is really revolutionary. Here is a comment from Steve Jobs:
“The App Store is like nothing the industry has ever seen before in both scale and quality,” said Steve Jobs, Apple’s CEO. “With 1.5 billion apps downloaded, it is going to be very hard for others to catch up.”
Fortune recently posted their annual ranking of the world's largest corporations, where Apple got 253th place (+84 comparing to last year). According to Fortune Apple got more than $32 billion of revenue and $4.8 billion of profit.
Generator Research says that Nokia's smartphone marketshare will plummet from over 40 percent today to only 20 percent by 2013. They predict that Apple, on the other hand, will hit 33 percent marketshare by that point, matching Nokia sometime in 2011—just two years away—with 77 million phones.
That scenario, though, depends on some awesome conditions for Apple (think about 77 million iPhones!) on top of some truly horrific ignorance from Nokia, letting the smartphone market go almost entirely with a half-assed defense of its position as it focuses on profits from its mass volume low-cost wares in developing countries. Probably Nokia will stop making smartphones like the N97 some day and will create something nice.
Apple announced today that the company has sold over 1 million iPhone 3G S models over this past weekend. The press release notably includes a quote from Steve Jobs:
"Customers are voting and the iPhone is winning," said Steve Jobs, Apple's CEO. "With over 50,000 applications available from Apple's revolutionary App Store, iPhone momentum is stronger than ever."
The sales figures match those of last year's iPhone 3G launch weekend sales numbers. Apple also reports that six million customers have downloaded the new iPhone 3.0 software which works on the existing 40 million iPhone and iPod touch models.
This is a list of component suppliers for the next-generation iPhone that is rumored to arrive in mid 2009. The component list isn't particularly revealing except it reinforces the rumor that Apple will be using a 3.2 megapixel camera from OmniVision in the next generation iPhone. The current iPhone uses a 2 megapixel camera. The suppliers will begin shipping in May and the first batch is estimated at around 5 million units.
Apple celebrates this event: download an app and you’ll automatically get the chance to win a $10,000 iTunes Gift Card, an iPod touch, a Time Capsule, and a MacBook Pro. Just go to the iTunes Store, browse the App Store, and download your best app yet.
Apple has reportedly placed orders for 100 million 8Gb (8 gigabit, not gigabyte) NAND flash chips mostly with Samsung Electronics, which is likely to cause a supply shortage, according to sources at downstream suppliers. That's twice the size of the order reported last year. The tiny memory chips are then recombined during manufacturing into the larger 16GB, 32GB, and so on capacities we expect to find in our handheld consumer electronics. New iPhone this year! Any doubts?
GigaOM reports that an iPhone version of Skype may be released as soon as next week, possibly at the CTIA Wireless trade show in Las Vegas.
A few months ago, I asked Skype CEO Josh Silverman when was he going to launch the iPhone version of the P2P voice and IM service that has now been downloaded more than 405 million times. He smiled and said, "Stay tuned." And so we did.
A tipster, a very reliable one, tells me that Skype is almost ready to launch that iPhone version, perhaps as soon as next week. CTIA Wireless, a large mobile industry trade event, kicks off in Las Vegas next Wednesday, so perhaps the announcement will be made there. I am working on getting more details, as well as screenshots of the service.
For now we can use Fring, which is free and works just fine.
Google has launched an optimized version of Google Books for the iPhone. This means that iPhone owners now have instant access to 1.5 million books, browsable by genre or searchable by, well, any criteria you like. And instead of serving scans of the pages as in the desktop version of the service, the mobile web app sends bandwidth-friendly plain text.
AT&T today reported financial results from the fourth quarter of 2008 and announced that they had activated 1.9 million new iPhones during the quarter. Here are some numbers from Fortune:
AT&T has activated 4.3 million iPhone 3Gs since its launch, 1.9 million in Q4 alone — more than double its iPhone activations one year earlier.
The average revenue from Phone users is 60% higher than the typical AT&T customer — thanks to that $30 per month data fee. Their heavy use of Web services helped drive AT&T wireless data use up 51.2% year to year, which as reader Jon in Brentwood, Calif., points out is not necessarily a good thing.
About 40% of the iPhone activations this quarter were new AT&T customers, either buying their first cellphone or switching from another carrier.
The churn rate — the percentage of customers who drop AT&T’s service — among iPhone owners is significantly lower than the rest of the network, sharply reducing marketing costs.
The iPhone is still an expensive proposition for AT&T. The payback to Apple is between $288 and $432 per phone over the life of a 2-year contract. The company spent $450 million last quarter on network upgrades to provide high-speed 3G coverage.
On the other hand, Q4 revenues were up 2.4% (to $31.1 billion) in a tough economic climate thanks to results in the wireless division that CEO Randall Stephenson attributed largely to the iPhone.
Apple is now selling its iPhone 3G unlocked via its on-line Apple Store in Hong Kong. The 8GB model is HK$5,500 (about US$694) and 16GB is HK$6,200 (about $797). It is available since July 11th with a local Hutchison Telecommunications contract, but this is the first time that Apple has sold its device unlocked in Hong Kong.
"iPhone 3G purchased at the Apple Online Store can be activated with any wireless carrier. Simply insert the SIM from your current phone into iPhone 3G and connect to iTunes 8 to complete activation."
Unfortunately for the 1 billion mainland Chinese, the terms and conditions limit sales to those in Hong Kong only.. But the gray market usually doesn't care about t&c's.
According to the South China Morning Post, the carrier wants Apple to supply a custom version of the iPhone which disables both W-CDMA (3G) and Wi-Fi. China Mobile doesn't yet have a 3G network in place and is afraid that customers will buy the iPhone and unlock it for use on more capable networks. This explains the lock-out for 3G, but killing the Wi-Fi is just spiteful.
Given that Apple ships an identical iPhone to every other world market, it's doubtful that China Mobile will get its way. But then, no other world market has a potential customer base of two billion people. If these functions are disabled, it will most likely be done in software.