So an OS which is available on multiple handsets with multiple carriers (including being given away with free handsets) is just about to overtake iOS, which is available on one model of phone with limited carriers? And Google think this is something to be excited about? Google, RIM, Symbian and MS should be 98% of the market, not struggling to keep up with the 'underdog' that is Apple...
As far as I am aware, the US market is the only market where the iPhone is only with one carrier. To all those expecting iPhone to wipe android off the face of the earth when Verizon gets it think again....
In NZ the iPhone only has one official carrier, they are sold unlocked, but there is only one official carrier.
I think i fall into the latter category. But at least the name calling has stopped.
I need to find another technology company that's in its ascendancy that also make compelling products. Any tips?
Technology and compellling are kind of hard to find these days. Seems like for many if they can get on facebook or twitter their technology needs have been met. When you think about how much we do on smartphones these days and soon tablets they have become in many cases our primary devices.
While this rarely gets mentioned I also think a big downside to owning an iPhone now that alot more teens have phones is the fact you can't get insurance on your iPhone like you can other smartphones.
Really? I thought you could get insurance for anything.
While I do appreciate that a horserace makes for a more compelling storyline, I do not understand why writers continue to speak of Android overtaking Apple iOS. The real story is that Android is replacing Windows. Period.
If you want to write about Android and Apple, then what seems interesting to me is the fact that Apple "software cum hardware" approach is so powerful in a world that has grown up with the windows strategy.
Looking forward to hearing more about all of this.
Here's another: Nokia is still the global market share leader, but how has that been working out for their organization and shareholders?
The market share horse race is sexy, but what really matters is that AAPL owns the smartphone market's profitability. And, while Android as a loose platform will probably take over top market share slot from Nokia at some point, each individual company selling Android phones is no where near AAPL profit share.
Really? I thought you could get insurance for anything.
Well even if you buy a PC or Notebook you can get accidental protection on them, is there any third party that offers them on Apple products? I think MicroCenter might but I don't know of anyone that has it on their iPhone. I could be wrong on that but I don't think its available on Apple products. Maybe somenoe else here would know for sure.
... and this is what I commented in an earlier story about the GT... 600,000 in the channel... maybe 150,000 sold... if they are lucky... and I also said that there will be deep discounts just before Christmas.
So I'm wondering... when they are talking about the Android OS overtaking iOS, are they talking about just smartphones or are they talking about all Android and iOS devices? [on edit... I noticed that Nagromme mentioned the same thing]
Actually your arguments work against you.
The iphone has a huge grey market. If I pay a bunch of kids to line up at an Apple store and buy a bunch of iphones --- i.e. to be shipped to China to sell --- that's not actually being sold to end users yet. They are "grey market" inventory --- sitting on store shelves in some mom and pop store in China.
]While I do appreciate that a horserace makes for a more compelling storyline, I do not understand why writers continue to speak of Android overtaking Apple iOS. The real story is that Android is replacing Windows. Period. [/B]
If you want to write about Android and Apple, then what seems interesting to me is the fact that Apple "software cum hardware" approach is so powerful in a world that has grown up with the windows strategy.
Looking forward to hearing more about all of this.
This is a European story - and what should jump at you if you knew the market was not Android overtakes iOS (in phones they haven't counted other devices) but Android overtakes Symbian - who have had a greater position of strength in Europe than elsewhere in the world.
Nokia are the dominant players losing out; Windows is an irrelevance on Phones the world over.
These analysts are missing something important and I think it will become very apparent over the next year. The biggest threat to Android isn't the iPhone, but other platforms available to phone manufacturers, platforms like the newly launched WP7.
Android and the iPhone don't compete directly against each other. Yes, the iPhone competes against Android phones for sales, but it doesn't compete directly against the Android OS because iOS is not available for third parties to use. This is why bringing up marketshare as proof that Android is better is dumb. If the hardware for Android phones and the Android OS are remotely decent, it should outsell a single phone model like the iPhone.
On the other hand, WP7 does compete against the Android OS for placement on phones.
If for example, HTC is capable of making and selling X number of phones, and they decide to produce Y number of WP7 phones, the number of Android phones they can now produce is X-Y. Every WP7 device made is an Android phone that cannot be made. WP7 has to gain market share from someone, and they will gain most of it from the operating systems they displace on third party hardware, i.e., Android.
The same goes for shelf space at stores. Stores have limited shelf space. The iPhone only has one phone model so it doesn't really compete for space, but both Android and WP7 base their success on being available on as many phones as possible, so they each need a lot of shelf space. Any shelf space that WP7 phones occupy is shelf space unavailable to Android phones.
It remains to be seen how well WP7 devices will fare, but the presence of a second viable OS for manufacturers to choose from will impact Androids growth more than Apple ever could. Of course with Android and WP7 competing against each other for third party manufacturer support, Apple could become the leader in market share once again, but OS market share is not really that relevant to the success of the iPhone anyway.
The iphone has a huge grey market. If I pay a bunch of kids to line up at an Apple store and buy a bunch of iphones --- i.e. to be shipped to China to sell --- that's not actually being sold to end users yet. They are "grey market" inventory --- sitting on store shelves in some mom and pop store in China.
Actually, your argument works against you.
The iPhones of which you speak are no longer in the channel. They are sold regardless of who, what, where, and when.
I'm talking about alleged Samsung sales of 600,000 of the Galaxy Tab... of which I believe there are at least 450,000 still sitting in the channel.
The iPhones of which you speak are no longer in the channel. They are sold regardless of who, what, where, and when.
I'm talking about alleged Samsung sales of 600,000 of the Galaxy Tab... of which I believe there are at least 450,000 still sitting in the channel.
Inventory is inventory --- they haven't been sold to end users yet. Instead of stuffing the official carrier channel, they are just stuffing the grey market channel.
Well even if you buy a PC or Notebook you can get accidental protection on them, is there any third party that offers them on Apple products? I think MicroCenter might but I don't know of anyone that has it on their iPhone. I could be wrong on that but I don't think its available on Apple products. Maybe somenoe else here would know for sure.
Squaretrade offers a 2 year warranty with Accidental Damage Protection for $99.00. This covers everything including full immersion.
The iPhones of which you speak are no longer in the channel. They are sold regardless of who, what, where, and when.
I'm talking about alleged Samsung sales of 600,000 of the Galaxy Tab... of which I believe there are at least 450,000 still sitting in the channel.
Okay lets say that is the case. First of all who cares. The second is how does the same thing not apply to Apple. They now ship to Walmart, Target, Best Buy, Microcenter and many of the online retailers that are listed on this site. So what about all that product sitting on the shelves?
The day of Apple online or Apple store only is long gone.
Also with the Galaxy Tab sold is sold doesn't matter to Samsung or Google. You can not go and buy a Galaxy Tab without a contract, there is no Wifi only version. That seems to be something you are not grasping.
So the Tab was either sold to network providers that plan on selling them or users that have activated them. In any case 600k is a strong number and there aren't many that will disagree with that. Well except you.
Okay lets say that is the case. First of all who cares. The second is how does the same thing not apply to Apple. They now ship to Walmart, Target, Best Buy, Microcenter and many of the online retailers that are listed on this site. So what about all that product sitting on the shelves?
Didn't Steve say that their numbers come from activations not channel shipments? Not sure about iPad number since some don't need activation.
Last time I checked, microsoft has 90% of the OS market, yet macosx is far superior with none of its failings. Lets not forget which company is bigger in these modern times, yep, you guessed it, Apple.
Didn't Steve say that their numbers come from activations not channel shipments? Not sure about iPad number since some don't need activation.
Well that comment was made before the Galaxy Tab was released. He was making a dispute about Android numbers compared to iOS numbers. I think his point was valid but there is no denying that Android is doing very well.
I used the Galaxy Tab this weekend there isn't anything great about it. Honestly I think Apple would put alot of this competition to rest if they simply allowed users to install 10.1 on their system if they wanted too, like Android.
There is no reason why the end user shouldn't have the option to install Flash if they desire. Ship it withtout it and let the user make the call if they want it or not. For the diehard Flash haters they never have to install it.
Comments
As far as I am aware, the US market is the only market where the iPhone is only with one carrier. To all those expecting iPhone to wipe android off the face of the earth when Verizon gets it think again....
In NZ the iPhone only has one official carrier, they are sold unlocked, but there is only one official carrier.
I think i fall into the latter category. But at least the name calling has stopped.
I need to find another technology company that's in its ascendancy that also make compelling products. Any tips?
Technology and compellling are kind of hard to find these days. Seems like for many if they can get on facebook or twitter their technology needs have been met. When you think about how much we do on smartphones these days and soon tablets they have become in many cases our primary devices.
While this rarely gets mentioned I also think a big downside to owning an iPhone now that alot more teens have phones is the fact you can't get insurance on your iPhone like you can other smartphones.
Really? I thought you could get insurance for anything.
While I do appreciate that a horserace makes for a more compelling storyline, I do not understand why writers continue to speak of Android overtaking Apple iOS. The real story is that Android is replacing Windows. Period.
If you want to write about Android and Apple, then what seems interesting to me is the fact that Apple "software cum hardware" approach is so powerful in a world that has grown up with the windows strategy.
Looking forward to hearing more about all of this.
@TommyB, great point!
Here's another: Nokia is still the global market share leader, but how has that been working out for their organization and shareholders?
The market share horse race is sexy, but what really matters is that AAPL owns the smartphone market's profitability. And, while Android as a loose platform will probably take over top market share slot from Nokia at some point, each individual company selling Android phones is no where near AAPL profit share.
Cheers!
Deon
Really? I thought you could get insurance for anything.
I believe AT&T is offering insurance at $13.99 a month. With a $199 deductible if I'm not mistaken. Ouch.
Really? I thought you could get insurance for anything.
Well even if you buy a PC or Notebook you can get accidental protection on them, is there any third party that offers them on Apple products? I think MicroCenter might but I don't know of anyone that has it on their iPhone. I could be wrong on that but I don't think its available on Apple products. Maybe somenoe else here would know for sure.
... and this is what I commented in an earlier story about the GT... 600,000 in the channel... maybe 150,000 sold... if they are lucky... and I also said that there will be deep discounts just before Christmas.
So I'm wondering... when they are talking about the Android OS overtaking iOS, are they talking about just smartphones or are they talking about all Android and iOS devices? [on edit... I noticed that Nagromme mentioned the same thing]
Actually your arguments work against you.
The iphone has a huge grey market. If I pay a bunch of kids to line up at an Apple store and buy a bunch of iphones --- i.e. to be shipped to China to sell --- that's not actually being sold to end users yet. They are "grey market" inventory --- sitting on store shelves in some mom and pop store in China.
]While I do appreciate that a horserace makes for a more compelling storyline, I do not understand why writers continue to speak of Android overtaking Apple iOS. The real story is that Android is replacing Windows. Period. [/B]
If you want to write about Android and Apple, then what seems interesting to me is the fact that Apple "software cum hardware" approach is so powerful in a world that has grown up with the windows strategy.
Looking forward to hearing more about all of this.
This is a European story - and what should jump at you if you knew the market was not Android overtakes iOS (in phones they haven't counted other devices) but Android overtakes Symbian - who have had a greater position of strength in Europe than elsewhere in the world.
Nokia are the dominant players losing out; Windows is an irrelevance on Phones the world over.
Android and the iPhone don't compete directly against each other. Yes, the iPhone competes against Android phones for sales, but it doesn't compete directly against the Android OS because iOS is not available for third parties to use. This is why bringing up marketshare as proof that Android is better is dumb. If the hardware for Android phones and the Android OS are remotely decent, it should outsell a single phone model like the iPhone.
On the other hand, WP7 does compete against the Android OS for placement on phones.
If for example, HTC is capable of making and selling X number of phones, and they decide to produce Y number of WP7 phones, the number of Android phones they can now produce is X-Y. Every WP7 device made is an Android phone that cannot be made. WP7 has to gain market share from someone, and they will gain most of it from the operating systems they displace on third party hardware, i.e., Android.
The same goes for shelf space at stores. Stores have limited shelf space. The iPhone only has one phone model so it doesn't really compete for space, but both Android and WP7 base their success on being available on as many phones as possible, so they each need a lot of shelf space. Any shelf space that WP7 phones occupy is shelf space unavailable to Android phones.
It remains to be seen how well WP7 devices will fare, but the presence of a second viable OS for manufacturers to choose from will impact Androids growth more than Apple ever could. Of course with Android and WP7 competing against each other for third party manufacturer support, Apple could become the leader in market share once again, but OS market share is not really that relevant to the success of the iPhone anyway.
Actually your arguments work against you.
The iphone has a huge grey market. If I pay a bunch of kids to line up at an Apple store and buy a bunch of iphones --- i.e. to be shipped to China to sell --- that's not actually being sold to end users yet. They are "grey market" inventory --- sitting on store shelves in some mom and pop store in China.
Actually, your argument works against you.
The iPhones of which you speak are no longer in the channel. They are sold regardless of who, what, where, and when.
I'm talking about alleged Samsung sales of 600,000 of the Galaxy Tab... of which I believe there are at least 450,000 still sitting in the channel.
Actually, your argument works against you.
The iPhones of which you speak are no longer in the channel. They are sold regardless of who, what, where, and when.
I'm talking about alleged Samsung sales of 600,000 of the Galaxy Tab... of which I believe there are at least 450,000 still sitting in the channel.
Inventory is inventory --- they haven't been sold to end users yet. Instead of stuffing the official carrier channel, they are just stuffing the grey market channel.
Well even if you buy a PC or Notebook you can get accidental protection on them, is there any third party that offers them on Apple products? I think MicroCenter might but I don't know of anyone that has it on their iPhone. I could be wrong on that but I don't think its available on Apple products. Maybe somenoe else here would know for sure.
Squaretrade offers a 2 year warranty with Accidental Damage Protection for $99.00. This covers everything including full immersion.
Actually, your argument works against you.
The iPhones of which you speak are no longer in the channel. They are sold regardless of who, what, where, and when.
I'm talking about alleged Samsung sales of 600,000 of the Galaxy Tab... of which I believe there are at least 450,000 still sitting in the channel.
Okay lets say that is the case. First of all who cares. The second is how does the same thing not apply to Apple. They now ship to Walmart, Target, Best Buy, Microcenter and many of the online retailers that are listed on this site. So what about all that product sitting on the shelves?
The day of Apple online or Apple store only is long gone.
Also with the Galaxy Tab sold is sold doesn't matter to Samsung or Google. You can not go and buy a Galaxy Tab without a contract, there is no Wifi only version. That seems to be something you are not grasping.
So the Tab was either sold to network providers that plan on selling them or users that have activated them. In any case 600k is a strong number and there aren't many that will disagree with that. Well except you.
Squaretrade offers a 2 year warranty with Accidental Damage Protection for $99.00. This covers everything including full immersion.
So its just a one time charge of 99.00. Thats pretty good.
Okay lets say that is the case. First of all who cares. The second is how does the same thing not apply to Apple. They now ship to Walmart, Target, Best Buy, Microcenter and many of the online retailers that are listed on this site. So what about all that product sitting on the shelves?
Didn't Steve say that their numbers come from activations not channel shipments? Not sure about iPad number since some don't need activation.
Didn't Steve say that their numbers come from activations not channel shipments? Not sure about iPad number since some don't need activation.
Apple only discloses activation number for iOS devices per day, nothing to do with quarterly shipment numbers.
Didn't Steve say that their numbers come from activations not channel shipments? Not sure about iPad number since some don't need activation.
What the others don't understand is that Apple has reported its numbers in a quarterly filing. I have yet to see any actual numbers from Samsung.
Didn't Steve say that their numbers come from activations not channel shipments? Not sure about iPad number since some don't need activation.
Well that comment was made before the Galaxy Tab was released. He was making a dispute about Android numbers compared to iOS numbers. I think his point was valid but there is no denying that Android is doing very well.
I used the Galaxy Tab this weekend there isn't anything great about it. Honestly I think Apple would put alot of this competition to rest if they simply allowed users to install 10.1 on their system if they wanted too, like Android.
There is no reason why the end user shouldn't have the option to install Flash if they desire. Ship it withtout it and let the user make the call if they want it or not. For the diehard Flash haters they never have to install it.