Boeing Stalls
Dreamliner delays have affected Boeing’s 737 plans with tragic consequences. FAA approach to safety compared to China Aviation.
Tag China
Peak iPhone: more evidence
With more data from 2018 Q4 Apple reports, we take another look at the peak iPhone argument. More apple services coming our way.
Peak iPhone
I look at data behind iPhone unit sales, and see versioning issues of a durable-goods monopolist rather than trade uncertainties. Using Clockspeed theory, I argue that iPhone pricing and versioning advantage was temporary. The advantage was great when it lasted, but it is now behind Apple, as the smartphone market matures.
E-Commerce Boom in China
Online Sales in China exceeded USD 366B in 2016, almost comparable to e-commerce sales in the United States (360B in 2016). Note that online retail is “only” about 8.5% of the overall retail market in the United States. According to…