Originally Posted by asdasd
If I were to argue against my own point - to give you some hints - I would say that Apple is dominant in the richer markets. Or it is doing well in the enterprise, So thats not like 1992.
However I think Apple will possibly never recover in Spain. I mean its pretty much non-existent in Spain. And I would be surprised if any devs in Spain were producing for iOS first. That would be madness. Apple may well, therefore, have permanently lost Spain.
So if Spain is Apple's future, then it will be in decline. However Spain probably is one of those countries where everything is pre=paid so a cheap phone might work.
I dont really get the counter arguments to cheaper phones. Even if margins fall overall profits can increase with higher volume. More importantly for a platform, if someone gets an iPhone and is locked in he is there for life. If he gets his iPhone at 20 then Apple is golden for decades, with all this stuff in the iCloud.
And thats the main reason for the iCloud, lockin. After all people are arguing here than Android users are more likely to defect. I agree. Thats true, for now. Until Google gets it's act together, and offers as much as the iTunes ecosystem.
Whats happening now is a scramble for life long customers. To win
that Apple needs cheap phones, and sooner rather than later.
OK... with the exception of Spain... Apple is in 2nd place with 20%+ in the other countries.
The 3rd place is single digits
If you're saying Apple is in trouble... what can you say about those other guys?
I'm just having a hard time believing Apple is in trouble for not selling enough
phones compared to the other guys... but they're still making billions upon billions of dollars.
The difference between Apple in the 1990s and Apple today is roughly 120 billion dollars. Apple doesn't need a bailout anymore... nor are they in danger of going out of business. History is a bit different this time around.
You may say "Oh noes... the iPhone is losing to Android the same way the Mac lost to Windows...
But really... is there any comparison?
Apple doesn't make "cheap" products. It's not in their DNA. Sure, they could move up a couple notches on the market share chart... but I'm saying that chart is a false idol.
Yes... Android has a ton of market share. And that is spread out over a dozen manufacturers and hundreds of phones. Yippee.
The fact that Apple, a single company, can have 20%-30% is actually remarkable. And they have insane profits... developers love the platform... and so do customers. What's the problem again?
If Android's success is the result of cheap phones... how are those manufacturers doing? Is it all roses?
I've showed you this chart before... projected worldwide smartphone sales by OEM in 2012:Smartphones
Only 2 of the companies in the top 5 are selling Android devices... Samsung and HTC. That means the bulk
of Android phones are coming from even smaller companies.
And those phones are likely cheap and are sold to people who don't have a lot of money. And who aren't gonna spend money on apps, music or a platform
So... is that the market Apple should be chasing?
I don't think so!
"Android is winning" is your battle cry... but I don't believe in it.