Apple Watch Sucks – Another iOS Controlled Device

Apple Watch SucksApple Watch is a Big Disappointment and the very first look of it Sucks probably signifying the end of innovation at Apple with the demise of Steve Jobs.

It is equipped with features like customizable Glances, health and fitness capability, Siri functionality,
and numerous third party apps which are already available in any of our smartphones. The Apple Watch is designed to be managed through a user’s iPhone, with the Apple Watch app available for download in iOS 8.2 (available today). The device

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Why 64 Bit Processor is HOT in Mobile Computing ?

64 Bit ARM ProcessorIn computer architecture, the term 64-bit refers to the number of bits that can be processed or transmitted in parallel. In the context of a chip, it refers to the width of the registers. A 64-bit register can store 264 different values or can directly access 264 bytes of addressable memory as compared to 232 in a 32-bit architecture. As such, the most obvious benefit of a 64 bit architecture is its ability to address more system memory (up to 192GB vs. <4GB in a 32-bit architecture) and hence increase system performance when more memory is present.

SmartPhone innovator Apple moved to 64 bit mobile computing as early as the iPhone 5s Days. Apple’s A7 chip is rooted in ARM’s

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How & Why Xiaomi Built a Different Eco-System Model ?

We view Chinese Company, Xiaomi as a mobile Internet company, rather than a hardware company, mainly because Xiaomi captures a significant portion of user life time value (LTV) after hardware purchase through a 3-way monetization model (hardware, Internet service and software). On the contrary, hardware companies capture vast majority of the user LTV at hardware purchase.

Hardware, which includes various in-house developed Xiaomi devices such as Xiaomi smartphones, tablets, Xiaomi Router, etc. Xiaomi devices are priced at significantly lower prices vs. competitors, which should drive user acquisition.

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Why Xiamoi Buying Stake in iQiyi and Youku ?

Android device maker Xiaomi is considering taking a stake both in Baidu’s online video subsidiary iQiyi and in Alibaba-invested online video site operator Youku Tudou. Earlier this month on its official Weibo account, Xiaomi announced that it plans to invest US$1bn in online video content to support its smart television ecosystem. We expect Xiaomi to invest about US$300m in iQiyi to become the second largest shareholder and an US$ 8-digit figure in Youku Tudou in the secondary market.

A partnership with iQiyi and Youku Tudou will

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China Mobile Commerce Hits $37 Bn up 251% YoY

China Mobile PaymentsMobile commerce has been an area of intense focus in recent years. According to a recently published report by iResearch, China mobile commerce reached USD 37 Billion in 3Q2014, surpassing overall ecommerce growth of ~50%YoY over the same period. During the quarter, mobile GMV accounted for ~33.4% of total online shopping GMV, some 2.8ppt higher than that in 2Q14. We attribute the robust growth in mobile commerce mainly to a growing profusion of mobile devices in China and an accompanying rapid evolution in buying behaviors. We envision an ever-growing mobile

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Apple Pay Heats the Race for Mobile Payments

Apple Pay Heats mPayment RaceNon innovators in the Business are giving Apple run for its money in Mobile Payment by Lobbying. Apple Pay’s impact on the payments world in the US and internationally has been felt in the Silicon valley where PayPal was separated from Ebay and in Emerging Markets where are we likely to see m-Pesa -like disruptions.

Apple’s mobile wallet Apple Pay is one of the 200+ digital wallets in the market. Most mobile wallets ventures have been unsuccessful because consumers and merchants are conservative in payment behavior. Apple Pay is likely to more successful than rival digital wallets as it (1) has a critical mass of partners across the payment value chain, including card networks, issuers, processors and merchants, (2) critical mass of US smart phone market (c40%), and (3) they should be

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Xiaomi MiTalk 2015 App to Have Forum & Shopping

Xiamoi MiTalk 2015 ReviewXiaomi recently released MiTalk 2015, the new version of its IM app, MiTalk (or MiLiao in Chinese). MiTalk 2015 has incorporated Xiaomi Forum and an online shopping center, allowing “MiFen” (fans of Xiaomi) to interact with each other more easily, and purchase various Xiaomi products.

Xiaomi has in addition integrated Chinese music streaming service XiaMi Music, and Microsoft chatbot Xiaobing, by cooperating with these outside companies. MiTalk has also added a basic location-based service, allowing users to find

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Comparison of iPhone 6 / PLus vs Samsung Galaxy Note vs LG G3 Vs HTC M8

Apple unveiled three new offerings – new iPhone, Apple Pay and Apple Watch. iPhone 6/6 Plus launch was much in line with expectations.

iPhone 6/6 Plus upgrades are much in line with leaked reports. Thinner (6.8/7.1mm vs. 5s 7.6mm), faster (A8 processor), better display resolution and bigger battery. Camera is in line to stay with 8MP/f2.2 and Plus comes with OIS function. While there is limited surprise to spec, iPhone 6 Plus looks fairly attractive given richer spec but only US$100 premium. If iPhone 6 Plus mix to go higher against consensus looking for 30%, this likely benefits Hon Hai who is the sole source to

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Time Spend on Mobile / Tablets Increase, Apps the Catalyst

Mobile Time Spend Share IncreasingTime spent consuming digital media on mobile is gaining traction at the expense of time spent on the traditional desktop. This trend is not new, but when looking at the numbers, it is clear that this shift has been swift and unrelenting. In their 2Q earnings reports, GOOGL, FB, LNKD, YELP, GRUB, Z, EVDY and others, highlighted the robust growth of the mobile channel and the strategic importance of their respective apps.

Since August 2013, mobile has continued to gain widespread use as the platform for digital media consumption. Although mobile now accounts for 60% of time spent consuming digital media, consumers have adopted mobile as the forum for

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NetEase & China Telecom’s YiChat Mobile App Reaches 100 Mn Users

Netease YiChat 100MnNetEase announced that the total users of its instant messaging app, YiChat, had reached 100 million. Co-developed by NetEase and China Telecom, YiChat was launched in Aug 2013. It took the app 11 months to surpass the 100m user milestone (Wechat took approximately 14 months to reach 100m).

Some interesting Statistics of YiChat Mobile Messaging Platform are as follows,

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