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2012

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Trouble in Austin: Apple repeats last year’s iMac holiday shortage with the Mac Pro

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The December supply of Mac Pros?

The new Mac Pro is an awesome machine for those with several thousand dollars to spend on a computer and a need for all the power that comes with that thermal core, but managing to get one is going to be difficult for the next few months even if you have the credit card ready. Yesterday, Apple announced that the Mac Pro would go on sale today, December 19th. The store went live last night with the Mac Pro shipping the very last non-holi-day of 2013, December 30th.

As we noted earlier today, Apple’s customers in its home state of California awoke to Mac Pros being quoted to ship in February. But it gets worse…


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Samsung’s ad budget exploded past Apple and the rest of the field in 2012

We have been hearing much about Samsung’s advertising efforts in recent months including its efforts crafting the now well-known ad campaign mocking iPhone line sitters, to some of the companies recent marketing tactics used to target iPhone users. Last night The Wall Street Journal published a new piece outlining Samsung’s increasingly aggressive advertising thanks to new data from research firm Kantar Media. According to the report, Samsung passed Apple in 2012 for ad spending by around $68M in the US:

Outspent by rival Apple Inc. more than three to one in advertising for mobile phones in the U.S. in 2011, Samsung responded with a marketing blitz on TV, billboards, the Internet and print media that moved the Korean company into the pole position last year… In 2012, Samsung spent $401 million advertising its phones in the U.S. to Apple’s $333 million, according to ad research and consulting firm Kantar Media.

Apple spent more than three times Samsung on marketing its mobile devices in 2011. If a slew of recent media reports is any indication, including one from Apple’s own former ad man Ken Segall, many seem to think Apple is losing its advertising momentum to Samsung.

The Wall Street Journal added that executives at carriers said Samsung “also spends more on “below the line” marketing than any device maker. Those funds help pay for in-store advertising, promotions and training for carrier sales representatives that help close the sale.”

To put the spending in perspective for the global smartphone market, Tech/telco analyst Benedict Evans noted the figures above account for around 10% of Samsung global ad budget compared to 1/3 of Apple’s, which also somewhat reflects sales proportions.

App Store stays ahead of rapidly growing Google Play in Distimo’s year-end app analytics report

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Analytics firm Distimo is out today with the full results of its year-end 2012 app analytics report (via Fortune). While Apple is still the clear winner in terms of revenue, Google Play showed significant growth in the last four months. Its daily revenue grew 43 percent in 20 major markets. Apple’s growth was smaller, increasing daily revenue by 21 percent, but Distimo’s numbers show Google still has a long way to go:

On a typical day in November 2012, the revenues in the Apple App Store exceeded $15M USD, while in Google Play the revenues are just below $3.5M USD in 20 of the largest countries in both app stores… Even though the growth in revenues in Google Play in the last four months is close to that of the Apple App Store in 2012, the growth in daily revenues in the Apple App Store was higher than the total daily revenues in Google Play when comparing absolute daily revenue values.

As for the most popular apps of 2012, Distimo said Asian publisher Naver was able to beat Draw Something’s record of 1 million users in nine day. Its app, Line Pop, got 1.75 million downloads in the first 72 hours. That’s something that took Facebook nine months to accomplish. The app also brought over 1 million in revenue for the developer in 12 days.

To round out the year in review, Distmo breaks down revenue by category in the charts below: the top 10 most grossing cross-store publishers, the top 10 publishers and apps by downloads on the App Store, and the top five highest growing countries by revenue. There aren’t many surprises:
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Apple CEO Tim Cook gets report card from Al Gore in TIME’s 100 Most Influential People list

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Time Magazine just released its list of the 100 Most Influential People in the World for 2012, and Apple’s Chief Executive Officer Tim Cook—following in the footsteps of Steve Jobs— made the list alongside Hilary Clinton, Tim Tebow, Rihanna, and Salman Khan. Also featured on the list this year, after stemming from the incredible success of his “Steve Jobs biography, is author Walter Isaacson.

Each entry on the list includes a description written by someone close to the influential person. In the case of Cook, former U.S. Vice President and Apple board member Al Gore did the honors. Gore said Cook has already “led the world’s most valuable and innovative company to new heights while implementing major policy changes smoothly and brilliantly.” Gore’s full entry on Cook is below:

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Upcoming Apple Stores: Germany, Spain, Australia, and France’s Burgundy wine region

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We already knew from Apple’s 10-K report in October that the company planned to spend approximately $900 million on retail stores during 2012. The investment would account for the opening of roughly 40 new locations throughout the year. At least some of that investment will be going toward three new stores in Germany, one in the northwest region of Spain, and others in Australia and France’s Burgundy wine region.


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Report: Intel releasing Ivy Bridge CPUs April 8, will likely land in future Macs

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According to Taiwanese PC manufacturers (via DigiTimes), Intel is preparing to release the first round of 22nm Ivy Bridge desktop, notebook, and ultrabook CPUs around April, 8 2012.  Seventeen models are slated to be launched, but some desktop and notebook CPUs will likely replace current CPU options in next-generation iMacs and Macbooks.

The 3820QM and 3720QM i7 CPUs, detailed by DigiTimes, are candidates for a next-gen MacBook Pro. Meanwhile, quad-core Core i7 and Core i5 desktop models could land in a future iMac. Ultrabook CPUs, possibly headed to future MacBook-air-like devices are scheduled for later in the year (most likely May).

A few weeks back, a leaked roadmap for Intel’s upcoming Ivy Bridge mobile CPU lineup gave us a look into the new standard voltage M-series and ultra low voltage U-series lineups. The document shows the CPUs will probably make their way into MacBook Pros and MacBook Airs, and will most likely be available to OEMs sometime in April or May 2012. The document leaked days after a report claimed Ivy Bridge desktop processors would roll out to partners sometime in the second quarter of 2012.

The new Ivy Bridge lineup marks a significant performance increase over previous Sandy Bridge models found in current Macs. According to 3DMark Vantage GPU benchmark from Intel, there is an average 199 percent improvement in graphic intensive applications, and 25 percent overall better performance over Sandy Bridge CPUs. Improved power consumption could lead to increased battery life, while the lineup will also include OpenCl 1.1 support and DirectX 11 for more than 30 percent faster graphics performance. They could also support 4K video.


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Apple grabs 61.5-percent of global tablet market in Q3, 10 times over closest competitor (Samsung)

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Last time we checked with research firm IDC, they listed Apple at 68.3-percent of the worldwide tablet market with approximately 9.3 million units of the iPad 2 shipped in quarter two of 2011. While the firm’s estimates for Q3 saw a drop to 61.5-percent of the market, Apple still leads the market and increased shipments from the 9.3 million in Q2 to approximately 11.1 million units in Q3.

To put that in perspective, Apple’s closest competitor, Samsung, is over 10 times behind with just 5.6-percent of the market. The overall tablet market increased 23.9-percent to approximately 18.1 million units, representing a 264.5-percent increase from the year-ago quarter.

As for where Apple stands in comparison to the overall Android tablet market, IDC expects Android tablet market share to increase rapidly in Q4 from just 33.2-percent in Q3 to 40.3-percent. It’s important to note that IDC recently included “media tablets,” such as Amazon’s Kindle Fire and Barnes & Noble’s Nook Tablet, in their worldwide tablet market estimates. These additions will more than likely account for much of the increase.

This morning, Morgan Stanley significantly raised its forecasts for 2012, predicting Apple could possibly sell 90 million iPads during the year (in addition to 190 million iPhones). The analysts apparently have high hopes for Android 4.0’s ability to offer a competitive alternative to iPad going forward:


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