Asymco

How to listen to Asymco: The Asymco Podcast Channel Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities in a time of plenty and what it means to be great. Content is updated at least every few weeks and more likely weekly. The format includes conversation with Judd Rubin but also interviews. Guests already include thinkers and doers such as Efosa Ojomo, David Sundahl, and Balaji Srinivasan. The channel includes three podcasts today but we will introduce new shows on an eclectic range of topics. Just recently, the 2 billionth iPhone was sold. Unlike the 1 billionth, there was no announcement, no celebration. Partly this is because Apple stopped reporting unit shipments, but partly its because its not as interesting to talk about 2 billion as it is about 1 billion. There is a desensitizing when numbers get that big. What happens after you achieve the status of the most popular and valuable product of all time? How much more better can the world absorb? Before we answer, lets reflect on how its going. The iPhone is doing better than ever. There are more than 1 billion iPhone users. The total number of users has been rising steadily. iPhone users make up about 26% of all smartphone users (3.8 billion is the current estimate). The share of users in the US is about 60% (or soon will be.) The share in UK is close to 50%. All these share numbers are higher than ever. Over 14% of US and 10% of UK survey respondents have switched to an iPhone in the past two years. The following graph shows how churn is boosting iPhone market share in terms of users. There are more iPhone configurations. As the following graph shows the spread of phone price points is wider than ever. Reaching $1600, the range still starts at $399 in the US (excluding taxes.) The total range (number of lines in each year) is increasing also, now 24 mainly due to the addition of a 1TB storage option. NB: There are now two iPhone minis (12 and 13) and one SE bringing up the rear. Carrier ...