SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Ryan Bartholomew who wrote (165558)2/7/2014 9:00:11 AM
From: slacker7111 Recommendation

Recommended By
HerbVic

  Read Replies (1) | Respond to of 213177
 
Do you have insight into why iOS is doing so well there over the past year or so?


The iPhone 5S launched on NTT Docomo, which is the dominant carrier in Japan. It took a very good market for the iPhone and made it nearly unbelievable.

kantarworldpanel.com

In Japan, consumers’ desire for all things Apple continued into the final quarter of 2013, with iOS taking 68.7% share of smartphone sales. Apple’s deal to sell iPhones through Japan’s largest carrier, NTT DoCoMO, has proved an unarguable success with Apple’s share on the carrier reaching 58.1% in the fourth quarter compared with 91.7% on Softbank and 63.7% on AU KDDI.

So what happens when Apple launches a large screen iPhone? That is most of the remaining share in Japan.

The Japanese app market is nearly the size of the US and those two dwarf the rest of the world. This kind of share shift is going to start showing up in the app data over the course of this year and I expect a significant shift in some of the stories about app development.

Slacker