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Verizon numbers hint Apple may have shipped more than 50M iPhones last quarter - Page 3

post #81 of 85
Quote:
Originally Posted by RedGeminiPA View Post

It's easy for Android to have so many activations when Google lets any unknown company use Android on any piece of garbage they can produce. An activation is an activation, right? I'd like to know how many of the really cheap Android tablets were sold from places like Big Lots ($69 specials) that make up that total. Oh, and we're talking about iPhone sales, not ALL iOS devices. That Android activation number is a grand total for any device running Android, not just phones. I'm sure we'll get to hear how many iPads, iPad minis and iPod Touches will ADD to that total number. If not for this call, definitely when iOS 7 is announced.

No it's not according to Andy Rubin. An activation requires a carrier. Simply buying a no-name Android device lacking a cellular connection, particularly without Google-licensed services (another requirement for counting as an activation according to Rubin) doesn't add to the Google published Android numbers. That would apparently rule out counting the paltry three or four dozen Android tablets actually sold over the past few years offering only wi-fi connections.1wink.gif

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post #82 of 85
Quote:
Originally Posted by KDarling View Post

The capital manufacturing investment part doesn't apply in this case, at least not to Apple.  It would, of course, apply to the actual manufacturer... Foxconn.  

 

This is not true. Apple makes significant capital investment in the equipment used at Foxconn and component suppliers. Their 10-K filings often highlight the high capital expenditures. Just from the last 10-K (http://www.sec.gov/Archives/edgar/data/320193/000119312509214859/d10k.htm):

 

 

Quote:
The Company has invested in internal capacity and strategic relationships with outside manufacturing vendors, and believes it has adequate manufacturing capacity for the foreseeable future. The Company continues to make investments in capital equipment as needed to meet anticipated demand for its products.
post #83 of 85
Quote:
Originally Posted by blackbook View Post

As was explained earlier this probably isn't hurting their profits, but I do wonder if the production cuts for iPhone 5 were because the 4/4S are still selling so robustly killing some of the demand they expected for the 5?

 

Except that there is no proof of production cuts. A WSJ article with no data, no details, and citing no one is not proof by any measure. As I said before, the mere allegation that Apple screwed up at all, let alone on the level claimed, in its supply chain is so ludicrous that it's unbelievable that anyone believed it. Even those who will accept anything negative about Apple.

post #84 of 85
Quote:
Originally Posted by RedGeminiPA View Post

It's easy for Android to have so many activations when Google lets any unknown company use Android on any piece of garbage they can produce.

 

An activation is an activation, right?

 

According to Rubin and The VergeGoogle's Android device activation count consists only of the first time that any particular device id accesses Google services (gmail, maps, search, etc).  

 

Only devices that have licensed (or perhaps sideloaded) those services show up in the activation numbers.   

 

So many of the world's cheapest devices aren't counted, nor are some popular tablets like the Kindle Fire.

post #85 of 85
Quote:
Originally Posted by KDarling View Post

According to Rubin and The VergeGoogle's Android device activation count consists
 only of the first time that any particular
 device id accesses Google services (gmail, maps, search, etc).  


Only devices that have licensed (or perhaps sideloaded) those services show up in the activation numbers.   


So many of the world's cheapest devices aren't counted, nor are some popular tablets like the Kindle Fire.

Then where are all these devices when it comes to the carrier, app and web stats as they always seem to be MIA except when it comes to a random and semi-vageu comment from a Google exec.

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