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Apple posts quarterly revenues of $46 billion. Record iPhone and IPad shipments

25 Jan

I am truly amazed by the results that Apple posted today. Here is a summary of unit shipments IPhone’s and IPad’s:

IPhone – 37.04 million units. A 117% increase over the previous quarter and 128% increase over the year ago quarter.

IPad – 15.43 million units. A 39% increase over the previous quarter and 111% increase over the year ago quarter.

Here is the revenue breakdown by product:

Mac Desktop:$1.94b

Mac Portables:$4.66b

iPod:$2.53b

iTunes:$2.03b

iPhone:$24.42b

iPad:$9.15b

Peripherals:$0.77b

Software, Service and other:$0.84b

It is noteworthy that 75% of Apple’s revenues come from the iPhone and the iPad. iPhone accounts for 53% of revenues and the iPad accounted for approx. 20% of revenues. The iPhone did not start shipping till June 2007 and the iPad started shipping in April 2010. Both these products account for 72% of revenues. I am not aware of any other company that is able to generate almost three-quarter’s of its revenue from products that did not exist five years ago.

Unless there is a major disruption, I can envision Apple hitting $200 billion in revenues in a couple of years. Many have opined which company would achieve a $1 trillion market capitalization. My bet is on Apple. My thesis on Apple is rather simple. In the next 3-5 years, the company will:

  • Achieve at least 10% market share in the mobile device (cell and smart phone) market. Currently, Apple’s share is about 5%.
  • Achieve 15%-20% market share in desktop and portable computing. Currently, the share is around 10%.
  • Maintain dominant share of over 75%  in tablets

It is truly impressive to note that a company that offers only five  product lines (MAC, iPhone, iPad, Ipod and Itunes) is able to generate over $46 billion in revenues. If the much rumored iTV is to be released do not be surprised if Apple’s revenues increase by another $1o-$15 billion in the first year of its launch.

To help you understand the magnitude of the revenue. The $46.3 billion in Apple’s December 2011 quarter is:

  • Higher than Google’s entire 2011 revenue of $37.9 billion
  • More than double than Microsoft’s December 2011 quarterly revenues of $20.89 billion
  • 20% more than GE’s December 2011 quarterly revenues of $37.97 billion

The formula for insanely great profits comes from insanely great products. I often wonder why other companies do not embrace Apple’s proven model of creating products that are elegant and simple.

Hat tip to the Apple team.

Sony Ericsson announces XPERIA arc, hitting shelves in March

6 Jan

Sony Ericsson has launched the first of its many XPERIA smartphones scheduled for the year. If you find the XPERIA X10 stunning, the XPERIA arc will blow your minds off. Just 8.7 mm at its thinnest point, the arc sports an 8.1 MP camera, an HDMI connector and all the works that you’d expect in a modern day smartphone.

The arc’s 4.2-inch 854×480 pixel display might sound pedestrian in the age of ‘Retina Displays’ but Sony Ericsson claims that Sony’s Mobile Bravia Engine in the phone will make it one of the best displays out there.

And yes, it runs on Android 2.3 (Gingerbread) and Sony Ericsson tells us that it should hit stores around March this year. The lovechild of Sony and Ericsson doesn’t have a great track record when it comes to meeting deadlines it sets for itself but we will certainly keeping our eyes peeled for this one.

Sony Ericsson arc specs:

Camera 8.1 megapixel camera

Up to 2.46x smart zoom

Aperture f/2.4

Auto focus

Face detection

Flash/LED

Geo tagging

Image stabilizer

Noise suppression

Send to web

Smile detection

Sony Exmor R™ for mobile CMOS sensor

Touch capture

Video light

Video recording, HD 720p

Music Album art

Bluetooth™ stereo (A2DP)

Media player

Music tones (MP3/AAC)

PlayNow™ service*

TrackID™ music recognition application

Web Google™ search

NeoReader™ barcode scanner

Pan & zoom

Web browser (WebKit)

Communication Call list

Conference calls

Facebook™ application*

Sony Ericsson Timescape™

Speakerphone

Vibrating alert

Messaging Conversations

Email

Microsoft® Exchange ActiveSync®

Instant messaging

Picture messaging (MMS)

Predictive text input

Sound recorder

Text messaging (SMS)

Design Auto rotate

Keyboards (onscreen, QWERTY)

Picture wallpaper

Reality display

Sony Mobile BRAVIA® Engine

Touchscreen

Wallpaper animation

Entertainment 3D games

Media browser

Motion gaming

Radio (FM)

Video streaming

Video viewing

YouTube™ *

* This service may not be available in every market

Organiser Android™ OS

Alarm clock

Calculator

Calendar

Document readers

Flight mode

Infinite button

Phone book

Connectivity 3.5 mm audio jack

aGPS

Bluetooth™ technology

Google Maps™

HDMI

Modem

DLNA

USB mass storage

USB support

Wi-Fi™

Wisepilot™ turn-by-turn navigation *

* This service may not be available in every market

Google™ services*

* These services may not be available in every market

Android Market™ Client

Gmail™

Google Calendar™

Google Gallery 3D™

Google Latitude™

Google Maps™ with Street View

Google Media Uploader

Google Music Player™

Google Phone-top Search

Google Search widget

Google Sync™

Google Talk™

Google Voice Search

Set-up Wizard

YouTube™

Screen Sony Mobile Bravia Engine

16,777,216 colour TFT

Capacitive multi-touch

4.2 inches

854 x 480 pixels (FWVGA)

Shatter proof sheet on scratch-resistant mineral glass

Accessories In-Box:

  • Sony Ericsson Xperia™ arc
  • Battery (1500mAh)
  • Stereo portable handsfree
  • Micro USB cable for charging, synchronisation and file transfer
  • User documentation
Facts Size: 125 x 63 x 8.7 mm

Weight: 117 grams

Phone memory: Up to 512 MB

Memory card support: up to 32 GB

Memory card included: microSD™ 8 GB

Operating system: Google™ Android 2.3

Processor: 1 GHz Qualcomm

Availability and versions Networks

UMTS HSPA 900, 2100

GSM GPRS/EDGE 850, 900, 1800, 1900

UMTS HSPA 800, 850, 1900, 2100

GSM GPRS/EDGE 850, 900, 1800, 1900

Colour Midnight Blue

Misty Silver

HTC launches 7 Mozart in India for Rs 26,490

3 Jan

HTC has today launched its second Windows Phone 7 smartphone in India – the 7 Mozart. We had earlier reported that HTC will launch the HD7 and the 7 Mozart in India in December. The HD7 was released last week for Rs 29,990.

The 7 Mozart has been launched with Tata DoCoMo for Rs 26,490. Tata DoCoMo subscribers will get some special data offer but the press release does not mention any details of this offer.

On the specs front, the Mozart 7 has a 3.7-inch WVGA display, an 8.0 MP camera with XENON flash that can shoot videos in 720p HD resolution, 8 GB of internal memory and a 1 GHz processor.

However, like the HD7, there is a catch. Microsoft has not launched Windows Phone 7 (the OS) in India yet so many features like XBOX Live support and Windows Marketplace are not available in India at the moment. Since HTC jumped the gun, in all likelihood, you’d end up using these Windows Phone 7 devices in India for calls, text messages, multimedia and browsing the Internet. Which is really a shame as the smartphone can do much more than that.

Having said that, many users might find the 7 Mozart as a great multimedia smartphone, especially considering the price point. Windows Phone 7 as an OS is much more usable than Symbian and the UI is more refined than Android. Yes, it does not multitask at the moment, but Microsoft is expected to launch an update soon (and we hear that all current Windows Phone 7 devices will be updated, unlike Android where the manufacturer decides which device gets an update and when). This update will bring both copy/paste and multitasking to the table.

However, if you still want Android (don’t get us wrong, we are die-hard Android users ourselves), HTC should be officially launching the Desire Z and the Desire HD in India any day now (we hear that these smartphones are already making their way to some retailers). So there is still some great gear coming up from the Taiwanese smartphone giant.

HTC Desire Z launching in India on Jan 3 for Rs 29,699?

31 Dec

Online retailer, Flipkart is on a roll these days. After revealing the India launch of the HTC HD7, 7 Mozart and Desire HD, it now claims that the Taiwanese smartphone manufacturer will also launch the Desire Z on January 3! The site lists the MRP for the Desire Z as Rs 29,699 and is offering it for Rs 25,799.

The Desire Z runs on Android 2.2 (Froyo) and sports a 3.7-inch WVGA display. The biggest draw, however, is its slide-out (hinge ‘Z’ slide, if we may) QWERTY keypad. We believe it will be a great buy at that price and expect both the Desire Z and Desire HD to do well in India. Now time for its specs:

GENERAL

  • General Form:
    Slider

SIZE

  • Dimensions:
    119 X 60.4 X 14.16 Mm
  • Weight:
    180G

DISPLAY

  • Type:
    Wvga
  • Resolution:
    480 X 800 Pixels
  • Color:
    16M
  • Size:
    3.7 Inches

CAMERA

  • Primary Camera:
    5 MP With Face Detection
  • Video Recording:
    Yes(720P)

BATTERY

  • Type:
    Li Ion 1300 Mah
  • Talk Time:
    400 Mins3G; 590 Mins2G (Maximum)
  • StandBy Time:
    430 Hours3G; 430 Hours2G (Maximum)

AUDIO & VIDEO

  • Music Player:
    Aac, .Amr, .Ogg, .M4A, .Mid, .Mp3, .Wav, .Wma Formats With 3.5Mm Port
  • Ringtone Formats:
    Mp3 & Vibration Alerts
  • Speaker:
    Yes
  • Radio:
    Yes
  • Video Player:
    3Gp, .3G2, .Mp4, .Wmv Formats

DATA & CONNECTIVITY

  • GPRS:
    Yes
  • EDGE:
    Yes
  • 3G:
    Yes(Up To 14.4 Mbps Download Speeds)
  • Wlan:
    Wi-Fi Ieee 802.11 B/G/N
  • Bluetooth:
    Bluetooth 2.1 With Enhanced Data Rate
  • USB:
    Standard Micro-Usb
  • WAP:
    Yes

INPUT

  • Keyboard Type:
    Slide Out Qwerty Keypad
  • Touch Screen:
    Yes(With Multi-Touch & Pinch To Zoom)

PLATFORM

  • OS:
    Android 2.2 Froyo
  • CPU:
    800Mhz
  • Operating Frequency:
    GSM 850 / 900 / 1800 / 1900 HSDPA 900 / 2100
  • Java:
    Yes
  • GSM/CDMA/Dual Sim/Triple Sim:
    GSM

MEMORY

  • Internal Memory:
    1.5 GB (Ram: 512 MB)
  • Cards Slot:
    Yes
  • Phone Book:
    Yes
  • Call Records:
    Yes

OTHER FEATURES

  • Games:
    Yes
  • GPS:
    Yes With A-Gps
  • Browser:
    Webkit Browser
  • Messaging:
    Sms, Mms, Pushmail Support, Ems, Instant Messaging
  • Miscellaneous:
    Aluminum Unibody Casing,Digital Compass,Dedicated Search Key,Google Search, Maps, Gmail,Youtube, Google Talk, Picasa Integration,Facebook, Tweeter For Htc Sense, Qwerty Keyboard,Accelerometer Sensor For Ui Auto-Rotate,Proximity Sensor For Auto Turn-Off,Optical Trackpad,Touch Sensitive Control Panel,Htc Sense Ui,Multi-Touch Input Method

SOURCE: Flipkart

    HTC officially announces India's first WP7 smartphone – the HD7

    29 Dec

    We have already given you the entire low-down of HTC’s Windows Phone 7 plans for India but it never hurts to share some official information coming our way. Today HTC officially announced the launch of the HD7, the first WP7 smartphone to be available in the country. Just like we reported, the HD7 is priced at Rs 29,990. HTC has tied up with Airtel for a special bundle that would give Airtel subscribers 2 GB of data usage per month for six months at just Rs 300. Mind you, as far as we know, Windows Marketplace is not yet working officially in India though we are told that there are ways to work around it. You might also like to check out the HTC 7 Mozart, which is also expected to be announced anytime now and we are hearing from our readers that it is already making its presence felt in some dealerships in the country.

    Meanwhile, as far as other vendors go, our educated guesstimate pegs the launch of WP7 smartphones from LG and Samsung to wash up on Indian shores sometime in the New Year only.

    Samsung to launch Nexus S in India for Rs 24,000?

    28 Dec

    Take this one with a big grain of salt but if Indian online retailer Infibeam is to be believed, the Nexus S is all set to be launched in India at Rs 24,000! The retailer does not offer a launch date at the moment and simply mentions that it is coming soon.

    The Nexus S’ India launch would validate our theory as to why Samsung has discontinued the Galaxy S in India but we have our apprehensions about the source – Infibeam. Remember, this is the same online retailer that had not so long ago claimed that it was selling the iPhone 4 that Apple India had imported, which obviously turned out to be false.

    Unlike last time, we are keeping our fingers crossed that Infibeam is not taking its customers for a ride yet again.

    SOURCE: Infibeam via Tech Bangalore

    Android-based Venue listed on Dell's India site

    28 Dec

    Dell’s India site is now displaying the Venue – an Android 2.2 (Froyo) running smartphone. So far, Dell has launched the Streak and a couple of OEM Android smartphones in the XCD range. The Venue has a 4.1-inch display, an 8.0 MP shooter and a 1 GHz processor. The Venue will compete with the likes of the Sony Ericsson XPERIA X10 and the upcoming HTC Desire HD, which is scheduled to hit shelves any day now.

    So far, we are not impressed with Dell’s current offerings as we find the Streak to big to be a smartphone and too small to be an Internet Tablet to justify its approximately Rs 35,000 price tag. The XCD series, meanwhile, fail to register with us as these are basically OEM branded phones with little substance.

    The Venue, on the other hand, can help Dell mark its presence in the smartphone space with good specs and what, judging by pictures) looks like an appealing industrial design. In our opinion, its success in India solely depends on the price tag that it will carry when it is launched in India. If Dell really wants to shake up its competitors, a sub-Rs 30,000 pricing would be ideal. Well, that’s for the company to decide and all we can share with you right now are the specs of the smartphone.

    Operating System
    Android 2.2
    Processors
    1GHz QSD 8250
    Bands
    GSM 850/900/1800/1900
    GPRS Class 12; EDGE Class 12
    WCDMA 850/1900/2100 or 900/AWS/2100
    HSDPA 7.2Mbps /HSUPA 5.76 Mbps1
    Display
    AM-OLED 4.1” 800×480 pixels, 24 bit – 16M colors
    Camera
    8MP Autofocus, Digital Zoom 4x, Video and Audio Record, Dedicated Camera Key
    Video
    H.264/MPEG-4 AVC, WMV
    Sound
    Standard codecs
    Messaging
    POP3, IMAP, ActiveSync, Push Email, Web mail, Microsoft Exchange, SMS, MMS, Native IM
    Browser
    Web 2.0 full HTML, WAP Support
    Connectivity
    Sync to PC, USB Mass Storage, USB Support, Wi-Fi, AGPS; Bluetooth®  2.1 EDR, A2DP, AVCRP, others;
    Connector: Micro-USB; 3.5 mm HSJ
    Memory
    Internal Memory: 1 GB / 512 MB2
    External Memory: available with micro SD up to 32GB
    Dimensions
    121 x 64 x 12.9mm (≤100cc)
    Weight
    164 grams
    Battery
    1400 mAh
    Others
    Predictive text, GMS HW Compliant with G-sensor, E-compass, Virtual Keyboard

    SOURCE: Dell India via TechTree

    Update: HTC HD7 and 7 Mozart show up on India website, official announcement around the corner

    24 Dec

    Almost two weeks ago, we had reported that HTC is all set to introduce its Windows Phone 7 (WP7) devices in India despite Microsoft’s claims that WP7 will hit India sometime later in 2011. We were also the first to break that HTC intends to launch two WP7 devices right now and one of them would be the HD7 priced at around Rs 30,000.

    Guess what, HTC’s India website now shows the HD7 and 7 Mozart as products available in the country. We are yet to ascertain the price of the 7 Mozart but it would be cheaper than the HD7. The 7 Mozart has an 8.0 MP camera, smaller 3.7-inch display and supports a slightly slower HSDPA 7.2 Mbps connectivity. Rest of the features appear to be similar to that of the HD7.

    SOURCE: Fone Arena

    UPDATE: We have been able to confirm some more details about HTC’s Windows Phone 7 launch. The 7 Mozart is priced at Rs 28,000. Currently none of the two devices officially support Windows Marketplace (Microsoft’s App Store equivalent) but we hear that this can be worked around by registering as a US-based user. Microsoft is expected to officially launch WP7 in India along with Marketplace earliest by March and latest by April.

    Online retailer suggests HTC will launch the Desire HD next week

    23 Dec

    Online retailer, Flipkart, is now displaying that the Desire HD will be available in India in the fifth week of December, which translates into next week! The Desire HD runs on Android 2.2 (Froyo) and has an 8.0 MP camera that shoots video in 720p resolution and a 4.3-inch display. Priced at Rs 27,499, the Desire HD could give the Samsung Galaxy S and virtually any high-end Android phone a run for their money.

    On the specs front, the Desire HD has a 1 GHz processor, 1.5 GB of internal memory, 768 MB of RAM and supports 3G downlink speeds of up to 14.4 Mbps. It will also play pretty well with HTC’s online portal http://www.htcsense.com.

    If Flipkart’s information is true, we would suggest you put off your Android smartphone shopping for a few days. Yup, the new Droid King in town is on his way!

    SOURCE: Flipkart

    Motorola launches Quench XT5 in India for Rs 13,990

    17 Dec

    Motorola has launched the Quench XT5 in India, the successor of the Quench XT3, which we reported a few months ago. The XT5 brings to the table a 5.0 MP camera with LED flash, Wi-Fi and a 3.2-inch display. The XT5 is priced at Rs 13,990 and Motorola has tied up with Aircel, which is offering free data and voice calls.

    The press release:

    NEW DELHI – Dec. 16, 2010 – Motorola Mobility India Private Limited today announced the launch of the QUENCH™ XT5 in India. With a winning combination of power, usability and style, the QUENCH XT5 is designed to bring to you the power of Android™ 2.1 and an easy and fun touch screen mobile Internet experience at an attractive price.

    “As the Android-powered market in India continues to grow significantly, we remain committed to expand our portfolio of smartphones to deliver wider choices across price segments to the Indian consumer,” said Faisal Siddiqui, country head of India, Motorola Mobility. “The QUENCH XT5 showcases Motorola’s design heritage by offering a compelling differentiation from the traditional Android experience, giving people an easier way to enjoy messaging, web browsing and music. The value for money Motorola QUENCH XT5 is elegant and intuitive with a high style quotient, and comes with exciting offers from Aircel. In addition, you get an adidas jacket and two pairs of movie tickets absolutely free making it a truly delightful purchase!”

    The slim and sleek QUENCH XT5 is just 12.5mm thin, weighs a featherweight 114grams, and fits naturally and easily into the palm of the hand with a comfortable soft-touch finish. The user can navigate the phone with either the bright, high-resolution 8.1cm (3.2inch) capacitive touch screen, or with just one hand using a convenient trackball that keeps the screen finger-free for easy viewing.

    Pinch to zoom features, 3.5G speed4 and WiFi4 connectivity help the user surf the web4effortlessly on the QUENCH XT5 and ensure that you’re always connected with friends and colleagues. A 5MP camera with digital zoom and LED flash ensures great pictures and videos that can easily be uploaded to your favorite social networking sites2&4.

    The Motorola QUENCH XT5 supports the Android platform, a vast range of Google TM services4, and access to thousands of applications and widgets on Android Market TM. An expanded search function helps the user to keep track of all data on the phone, such as bookmarks, web browsing history, contacts and more. It even helps you find data in applications, a useful feature in a phone with support for up to 32GB of storage and space for thousands of songs and dozens of hours of video2.

    Motorola’s winning design gives the QUENCH XT5 a premium feel at a price that’s right for everyone. There’s never been a better time to make the leap to a sleek, trendy, full-featured, Android-powered touch screen smartphone.

    Key Features Include:

    • A 5MP camera with digital zoom and LED flash
    • Extras4 such as 3.5G4 and Wi-Fi access4, a GPS and stereo Bluetooth®3 make QUENCH XT5 a solid Android-powered device
    • Supports varied music formats — MP3, MIDI, OGG VORBIS, PCM/WAV, AAC LC/LTP, AAC+, Enhanced AAC+
    • Accelerometer
    • Full HTML browser with Web kit for PC-like web browsing4
    • Video: capture / playback / streaming, H.263, H.264, Mpeg-4
    • MP3 player
    • Preloaded social networking sites (e.g. Myspace / Facebook® )
    • Expanded search function makes it easier to find information online or within the device to keep track of all data on the phone, such as bookmarks, web browsing history, contacts and more, serve up Google Search TM results based on location4, or launch applications
    • The trackball allows browsing through menus and web pages without obstructing the screen
    • Size: 116 x 56.8 x 12.5mm
    • Memory is expandable up to 32GB; 2GB SD card in-box
    • 3.5mm (0.35cm) headset jack

    Pricing and Availability

    The Android 2.1-powered QUENCH XT5 is available in association with Aircel in India at an attractive Best Buy price5 of Rs 13,990 (MRP: Rs 15,990). With every Motorola QUENCHXT5, you get a 2GB SD card in-box and an attractive Aircel Offer1.You can choose any one Aircel offer1:-

    • Get an Aircel Prepaid connection and enjoy up to 9GB download to be consumed in three months PLUS 150 Aircel to Aircel local minutes. To activate this offer, please SMS ‘SMART PI’ to 54343 from your Aircel number or,
    • Get an Aircel Postpaid connection and enjoy up to 1GB per month download for six months. To activate this offer visit the nearest Aircel Store1