Apple slips to No. 5 global handset maker, No. 2 in smartphones after iPhone transition quarter

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  • Reply 21 of 105
    mazda 3smazda 3s Posts: 1,613member
    Quote:
    Originally Posted by asdasd View Post


    I don't get the kind of Apple fans who want them to make profits over market share, and eulogise the iPhones margin's and Apple's profits. Apple should continue with high end ( even higher end) devices, and also go for the low medium end devices. It needs to increase market share, which is what Tim Cook himself points out.



    I don't understand why people care about bragging rights in marketshare or profits in the first place.



    All I care about is the fact that I have an excellent phone that serves its purpose (iPhone 4). The other stuff is of little concern really to the average consumer. In fact, it's only people on forums like these and investors that care about this kind of stuff. 95% of iPhone/Android users don't give a ****.
  • Reply 22 of 105
    s4mb4s4mb4 Posts: 267member
    Quote:
    Originally Posted by Mazda 3s View Post


    I don't understand why people care about bragging rights in marketshare or profits in the first place.



    All I care about is the fact that I have an excellent phone that serves its purpose (iPhone 4). The other stuff is of little concern really to the average consumer. In fact, it's only people on forums like these and investors that care about this kind of stuff. 95% of iPhone/Android users don't give a ****.



    might be as high as 99.9%
  • Reply 23 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by Mazda 3s View Post


    I don't understand why people care about bragging rights in marketshare or profits in the first place.



    All I care about is the fact that I have an excellent phone that serves its purpose (iPhone 4). The other stuff is of little concern really to the average consumer. In fact, it's only people on forums like these and investors that care about this kind of stuff. 95% of iPhone/Android users don't give a ****.



    This is an investors forum, in part. In terms of the kind of software available to you, the market share of the platform matters. So the % matters, as it does to Apple.



    As for this kind of rhethoric "it's only people on forums like these and investors that care about this kind of stuff." - thats generally made by people on forums like this regarding arguments they don't like made on forums like this.



    Thats what we are here to discuss. Its also an excuse: When Apple dominates a market there is much crowing, when they start to recede there is much excuse making.



    Personally I think they will come back strong this Q. And we will discuss that here. Which is what this forum is for.
  • Reply 24 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by s4mb4 View Post


    might be as high as 99.9%



    if people didn't give a shit there would be much more movement between devices, but Apple users are sticky. So they care about the brand.
  • Reply 25 of 105
    conradjoeconradjoe Posts: 1,887member
    Apple is behind ZTE? Who the hell is ZTE?



    That is just pathetic.



    Samsung seems to be doing very will with its new Superphones, however.
  • Reply 26 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by ConradJoe View Post


    Apple is behind ZTE? Who the hell is ZTE?



    That is just pathetic.



    Samsung seems to be doing very will with its new Superphones, however.



    ZTE are Chinese. Eventually everything will be Chinese.
  • Reply 27 of 105
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by neosum View Post


    I wouldn't put apple at #2 for smartphones just yet. The whole shipped vs sold issue really gives us a vague image of what's really out there. They should just look at profits instead.



    Profits and market share are only tangentially related.



    This isn't a story directed at stock investors. It is directed at consumers of smartphones, and not towards the owners of these companies.



    ISTM that by bringing up the shipped vs sold FUD, you question the veracity of the information presented. Did you look into their methodology?
  • Reply 28 of 105
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by neosum View Post




    The whole "apple products cost more" myth is just that, a myth.



    Is it also a myth that Android phones cost less?
  • Reply 29 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by ConradJoe View Post


    Profits and market share are only tangentially related.



    This isn't a story directed at stock investors. It is directed at consumers of smartphones, and not towards the owners of these companies.



    ISTM that by bringing up the shipped vs sold FUD, you question the veracity of the information presented. Did you look into their methodology?



    The report does say shipments, however, not sales. That said these are excuses. Apple will probably do 30M this Q and so market share will be a good metric once again, here on AI.
  • Reply 30 of 105
    uiguyuiguy Posts: 27member
    Quote:
    Originally Posted by cnocbui View Post


    They achieve this because the difference between their cost to manufacture and the price they sell them for is greater than for other manufacturers.



    Quote:

    I had hoped Steve's reality distortion field would depart with him, but obviously it didn't.



    I am confused here. In my view of product development - if you build a superior product / support a superior experience, you get to charge a superior price. If you make superior profits, good for you.



    If, on the other hand, your product is virtually indistinguishable from 10 others on the market, well then, your per product margins are likely to be lower.



    If you can't turn a nice profit, I don't care how many of them you sell. If you can turn a nice profit and you can maximize your sales point on that curve - then you've done well. Very well. (There is also the effect of not cheapening your brand by dropping your prices to get exceptional volumes - works well once but tends to have a negative impact long term)
  • Reply 31 of 105
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by 801 View Post


    The problem with our economy is this quarterly horse race. Are these companies / investors only into the battle, or do they want to win the war? Or is this obsession with quarterly figures the only way these analysts eat?



    What would you prefer? Annual financial disclosure to the owners of the companies? No disclosure? Weekly?
  • Reply 32 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by UIGuy View Post


    I am confused here. In my view of product development - if you build a superior product / support a superior experience, you get to charge a superior price. If you make superior profits, good for you.



    If, on the other hand, your product is virtually indistinguishable from 10 others on the market, well then, your per product margins are likely to be lower.



    If you can't turn a nice profit, I don't care how many of them you sell. If you can turn a nice profit and you can maximize your sales point on that curve - then you've done well. Very well. (There is also the effect of not cheapening your brand by dropping your prices to get exceptional volumes - works well once but tends to have a negative impact long term)



    The thing is - that argument is made by Apple fans ( but only when market share is in decline) but not by Apple, who never mention gross margin outside of financial conference calls where they have to. When Tim Cook gets up on stage he shows graphs of Apple's market share, he doesn't sugar the pill. He shows Apple at a mere 5% of all mobile shipments, and says he wants to go higher as all phones will be smart some day. That means going cheaper.



    This doesn't sully Apple's brand because they still have the high end stuff ( similar to iPods).
  • Reply 33 of 105
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by cnocbui View Post


    I had hoped Steve's reality distortion field would depart with him, but obviously it didn't.



    The Steve-isms are likely to persist for a few more years. I see ham-handed attempts to distract and confuse here all the time, and I never really knew the origin until I read the new Bio of Steve.



    He was masterful at confusing the issue by using words in a bizarre, but not-easily-detected as incorrect manner. People here do the same wordplay, but not very skillfully. Their specious arguments are clearly that. Steve, OTOH, bing a very smart (and very powerful) man, was able to pull it off.



    All that can be done is to point out the mistaken use of language - the bullshit use of language will stop eventually, but not very soon.
  • Reply 34 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by ConradJoe View Post


    The Steve-isms are likely to persist for a few more years. I see ham-handed attempts to distract and confuse here all the time, and I never really knew the origin until I read the new Bio of Steve.



    He was masterful at confusing the issue by using words in a bizarre, but not-easily-detected as incorrect manner. People here do the same wordplay, but not very skillfully. Their specious arguments are clearly that. Steve, OTOH, bing a very smart (and very powerful) man, was able to pull it off.



    All that can be done is to point out the mistaken use of language - the bullshit use of language will stop eventually, but not very soon.



    We'll all be plain speakers like Tim Cook some day.
  • Reply 35 of 105
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by Y.M.S.BUSHAN View Post


    Check the profit! That is what counts!!



    If you were deciding among an XBox, A Wii or a Playstation, would you check the profit? How does that count?
  • Reply 36 of 105
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by asdasd View Post


    We'll all be plain speakers like Tim Cook some day.



    I know very little about Tim Cook. I assume that your comment was sarcastic.



    Does Tim Torture the language like Steve used to ? Is he too full of ...? Does he say things he doesn't mean in public forums?
  • Reply 37 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by ConradJoe View Post


    I know very little about Tim Cook. I assume that your comment was sarcastic.



    Does Tim Torture the language like Steve used to ? Is he too full of ...? Does he say things he doesn't mean in public forums?



    He is a plain speaker, genuinely. I doubt if he is on public forums though.



    ( I am merely following your logic on what we do - follow the lead of the Apple CEO).
  • Reply 38 of 105
    Quote:
    Originally Posted by ConradJoe View Post


    Is it also a myth that Android phones cost less?



    Nexus S is £514 on pay as you go.

    iPhone 4S is £499 on pay as you go.

    Galaxy S II is £549 on pay as you go.

    Motorola Razr is £454 on pay as you go.



    All RRP, VAT included.

    On a contract they all start at £30 and go as high as £70 a month.



    Please go away and check your numbers again



    P.S.

    These are all the latest phones. if you are going to shove an old HTC Desire HD in my face, be sure to get the original selling price, not the reduced price from Amazon nearly a year later
  • Reply 39 of 105
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by benanderson89 View Post


    Nexus S is £514 on pay as you go.

    iPhone 4S is £499 on pay as you go.

    Galaxy S II is £549 on pay as you go.

    Motorola Razr is £454 on pay as you go.



    All RRP, VAT included.

    On a contract they all start at £30 and go as high as £70 a month.



    Please go away and check your numbers again



    P.S.

    These are all the latest phones. if you are going to shove an old HTC Desire HD in my face, be sure to get the original selling price, not the reduced price from Amazon nearly a year later



    So some android phones are more expensive. The real question is the middle to lower end. Whats the cheapest off contract iPhone ( the 3GS) and whats the cheapest off contract Android device?
  • Reply 40 of 105
    Quote:
    Originally Posted by asdasd View Post


    So some android phones are more expensive. The real question is the middle to lower end. Whats the cheapest off contract iPhone ( the 3GS) and whats the cheapest off contract Android device?



    £319 for a 3GS 8GB sim free.

    The android phones vary wildly, but the lowest I've found is £200 (Samsung Galaxy Ace). HTCs start at £300 and go up from there.
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