Asymco

If you’re interested in the mobile computing industry and are not following Horace Dediu, then you’re not really that interested. Here are just a few things I’ve learned about (or at least confirmed) via his analyses over the last month:

• About 30% of Microsoft’s Windows revenue is from Surface.
• The smartphone market will saturate soon, which means competition shifts to switching. Apple is more sticky, and we’re already seeing the effects: Android may have even peaked.
• Apple’s up to something in capital investment, and it sure smells like they’re planning to build their own chips or displays.
• Carriers continue to push iPhones even though they hate Apple’s power because they make more money on iOS users.