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What does Apple Mean by Device Activation
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I was giving some thought around Apple’s statement about activating 230,000 iOS devices per day, and then Apple calling into question if Google in fact does activate 200,000 devices per day. The fact that Apple even acknowledged the number of devices Google is activating daily really says they are concerned about the rapid growth of Android. Google did respond to Apples claims:
“The Android activation numbers do not include upgrades and are, in fact, only a portion of the Android devices in the market since we only include devices that have Google services.”
My understanding is that Google’s 200,000 activations per day only account for phone activations. When Steve Jobs talked about activation, he talked about iOS, thus lumping iPad, iPhone, and iPod Touch into a single number. On stage Jobs said, “We are activating a little over 230,000 iOS devices per day.” This is not an Apple-to-Apple comparison, no pun intended. As I said prior, iOS includes iPad (3G and Wi-Fi models), iPod Touch, and iPhone. Additionally, he said this is new activations, and thus this does not count any upgrades. Now, let’s parse this statement for a moment.
An iPod Touch, iPad, or iPhone, out of the box, must be activated (via iTunes), thus this boosts the number of device activations that Apple chose to report for iOS, as opposed to just reporting the iPhone only. The only reason to include the entire group vs. just iPhone is to make the gap between Apple and their competitors appear to be larger than it is, when comparing phone to phone.
I wonder what a new activation is? I know this is like defining the word is to a US President, but this is critical. Steve Jobs said upgrades are not included in the numbers. If you restore any of the 3 iOS devices, they all require activation; is that considered new activation by Apple? Can each physical hardware device only be counted once for activation? To be fair, however, the same would be true for Android. If you wipe your device and load a new baseband kernel (the phone transmitter code), you have to do activation again. But, just loading a new ROM, or upgrading the ROM does not require this. Anyone have thoughts on this part?
Are you interested in the comparison of Android and iOS as mobile platforms or are you interested in comparing them as it relates to mobile phone platforms and tablet/slate platforms. I raise this question because devices like Phillips GoGear MP3 Player are powered by Android. Should we count those in our comparison? This would also be true of the Archos Internet Tablet line, which has been on sale for months, but do not have Google services, and therefore don’t count in the numbers. As time goes on, this number could get potentially HUGE!
I took a class in school titled “How to Lie with Statistics”. There is a good book about How to Lie with Statistics available on Amazon, if you want to brush up. I don’t take any numbers or statements as is or at face value, without asking some basic questions first, just to clarify what I am hearing. Remember, Apple needs to sell you these products. You have to apply the value judgment of whether you really need/can afford them. Happy shopping! |
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发表于 2011-6-29 10:13
