Linked List: January 21, 2012

Saturday, 21 January 2012

iSuppli Projects Windows Phone to Surpass iPhone in Market Share by 2015 

At least seems more likely than Eric Schmidt’s claim that half our new TVs will be running Google TV in four months. Claim chowder file is getting fat.

Why Apple Products Are Manufactured in China 

Fascinating well-researched investigative report by Charles Duhigg and Keith Bradsher for the New York Times, on the rise of China as a manufacturing power and the corresponding effect on middle class jobs in the U.S., with Apple as the case study. Includes this heretofore unknown (to me, at least) story on the original iPhone’s last-minute change from a plastic to glass display:

In 2007, a little over a month before the iPhone was scheduled to appear in stores, Mr. Jobs beckoned a handful of lieutenants into an office. For weeks, he had been carrying a prototype of the device in his pocket.

Mr. Jobs angrily held up his iPhone, angling it so everyone could see the dozens of tiny scratches marring its plastic screen, according to someone who attended the meeting. He then pulled his keys from his jeans.

People will carry this phone in their pocket, he said. People also carry their keys in their pocket. “I won’t sell a product that gets scratched,” he said tensely. The only solution was using unscratchable glass instead. “I want a glass screen, and I want it perfect in six weeks.”

After one executive left that meeting, he booked a flight to Shenzhen, China. If Mr. Jobs wanted perfect, there was nowhere else to go.

The Times has quotes from former and present (unnamed in the latter case, of course) executives who all paint the same picture: that Chinese manufacturing isn’t merely cheaper, but also perhaps even more importantly, nimbler, more flexible, and faster:

“They could hire 3,000 people overnight,” said Jennifer Rigoni, who was Apple’s worldwide supply demand manager until 2010, but declined to discuss specifics of her work. “What U.S. plant can find 3,000 people overnight and convince them to live in dorms?”

Nielsen U.S. Smartphone Numbers 

Nielsen: “Apple Closes the Gap on Android.” And the lights are going out for RIM.

As MG Siegler notes, imagine how well iOS would be doing if the iPhone 4S weren’t such a disappointment.

Y Combinator: Kill Hollywood 

Paul Graham’s Y Combinator is looking to fund entertainment startups:

The main reason we want to fund such startups is not to protect the world from more SOPAs, but because SOPA brought it to our attention that Hollywood is dying. They must be dying if they’re resorting to such tactics. If movies and TV were growing rapidly, that growth would take up all their attention. When a striker is fouled in the penalty area, he doesn’t stop as long as he still has control of the ball; it’s only when he’s beaten that he turns to appeal to the ref. SOPA shows Hollywood is beaten. And yet the audiences to be captured from movies and TV are still huge. There is a lot of potential energy to be liberated there.

Huge opportunity here. Forms of entertainment evolve and sometimes die, but the aggregate demand for entertainment is ever-growing.