Android device activations reach 700,000 per day

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  • Reply 161 of 276
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by SolipsismX View Post




    Analyst's "reasonable" estimates for the iPhone this quarter is 36 million units.



    Analyst's "reasonable" estimates for the iPhone in 2012 is 190 million units.



    Analyst's "reasonable" estimates for the iPad this quarter is 81 million units.



    The iPad stats are way off.
  • Reply 162 of 276
    apple ][apple ][ Posts: 9,233member
    These numbers don't mean squat. The Android business is a race to the bottom and it is fairly obvious that a huge number of these activations are from Asia, more specifically China, where the average income is 4-5k a year and people get 7 grains of rice to eat for dinner every night, and that's for a family of 8.



    Android is indeed the smart choice for the poorest people in the world. It is the poverty phone that anybody can use.
  • Reply 163 of 276
    Quote:
    Originally Posted by grmac View Post


    To be fair, my Mercedes 4S has never seen more than a 2Mbps wifi connection since 5.0.1 on any wifi system. Luckily the 3GS continues to work well, so not everyone (the most important member of the family) is pissed. After the "let me research the problem and subsequent hang-up" by Express Support, I'm going to give them a chance and wait for 5.1, otherwise it's off to the Mercedes Bar.



    You're not seeing faster than 2Mbps on any Wifi including your home with 5.01 and your 4S? I know a guy running 5.1 who just ran the speedtest.net app from a home wifi and is seeing 19.6Mbps down and 3.1Mpbs up.



    So when you get 5.1 if you're not seeing better numbers, find a Genius Bar.
  • Reply 164 of 276
    Quote:
    Originally Posted by blursd View Post


    Let's think of it this way ... how many people do you know that DON'T have, or have never had an iPod?



    Me. I've neevr owned an iPod. We have an Apple //e when I was a kid, but until I bought my wife an iPad last year, I had never given APple a dime before. We're getting iPhones next month.



    Quote:
    Originally Posted by Gatorguy View Post


    I think that particular post was targeted more at some here who post things like "Apple gets 90% of the profits from smartphones so who cares". He was pointing out that it may no longer be an accurate presentation.



    Quote:
    Originally Posted by slapppy View Post


    According to CBS News. Thats no laughing matter. Specially when mainstream news are re-affirming that Android has crushed the iPhone.



    "Android crushes iPhone, makes Google $5 billion"



    http://www.cbsnews.com/8301-505124_162-57346049/android-crushes-iphone-makes-google-$5-billion/





    http://tightwind.net/2011/12/googles...droid-venture/



    Google makes less than a billion from Android. The $5B number has no basis on reality that I've ever read about. Also something that needs to be considered, the current quarter had both the release of the ridiculously popular 4S, as well as the beginning of the 3GS being free. I'll be very curious to see how many of those they have been getting out there.



    Android has not suddenly spiked to 40% of the smartphone profits. Most of the phones out there with Android on it are things like the LG Phoenix. I got something in the mail from AT&T, trying to give me 2 free Phoenix phones. When you give away the phone, you end up paying the phone manufacturer a subsidy and then rely on their monthly contract money. Android phones don't have as high a subsidy as iPhones http://www.appleinsider.com/articles...subsidies.html and none of that money goes to Google anyway. What money is there for Google to make directly from the OS? They don't have fees for the OS, they do have some fees for people to be able to say it is an Android phone and to have access to the Google market and services. That is basically it, plus ad revenues.
  • Reply 165 of 276
    Quote:
    Originally Posted by asdasd View Post


    The iPad stats are way off.



    I agree but to make my point I had to use some analyst's "reasonable" estimates.
  • Reply 166 of 276
    Quote:
    Originally Posted by eric475 View Post


    Sometimes market cap figures are flawed. Take Enron, WorldCom and Tyco International for example. They were highfliers in the stock market and had soaring market valuations.



    It would be a mistake to compare Apple with those companies, and to thereby predict disaster. Apple is not even a "high-flyer" in the same sense that the examples were.



    I do not doubt that Apple's books are immaculate, and that they disclose every relevant detail as required by each and every law and regulation and convention and accounting principle.



    I also do not doubt that Apple's core strategy is sustainable. My guess is that they have a sound business plan, unlike some of your examples. They ain't gonna crash anytime soon. 5 years minimum. Next year promises to be profitable, in the extreme. Maybe not as good as 2011, but more likely, better.
  • Reply 167 of 276
    apple ][apple ][ Posts: 9,233member
    Quote:
    Originally Posted by ChristophB View Post


    You're not seeing faster than 2Mbps on any Wifi including your home with 5.01 and your 4S? I know a guy running 5.1 who just ran the speedtest.net app from a home wifi and is seeing 19.6Mbps down and 3.1Mpbs up.



    So when you get 5.1 if you're not seeing better numbers, find a Genius Bar.



    I just tested my iPad 2, and I have an average connection, 18.03 Mpbs down.
  • Reply 168 of 276
    Quote:
    Originally Posted by eric475 View Post


    A Porsche.



    On a serious note, Apple should be winning. They're always winning and dominating. I bought an iphone 4s. So why aren't they winning?



    If you want a Porsche, get a Samsung Galaxy Nexus.



    The iPhone is a Camry tarted up with the interior package.
  • Reply 169 of 276
    Quote:
    Originally Posted by joindup View Post


    Apple refuse to compromise on quality, so their growth rate is constrained.



    Bullshit.



    Apple does everything it can to make as much money as it can. They are growing profits as fast as they can.



    They do not pursue some sort of nebulous ideal and allow that to limit the bottom line. Bullshit to that.



    Apple makes a fortune designing and selling (but not manufacturing) high quality gadgets. The high quality does not interfere with profits or growth. It causes it, in Apple's chosen segment of the market.



    Again: Apple's growth rate is NOT constrained by any refusal to compromise on ANYTHING, except profitability. They are growing profits as fast as they are able to do it, consistent with maximizing future profits too. That dictates their rate of sales growth, and not some refusal as you suggest.
  • Reply 170 of 276
    Quote:
    Originally Posted by asdasd View Post


    You contradict yourself. If they are selling an eco-system they need overall market leadership, or a large share. . you also contradict Tim Cook, who points to the 95% yet to get (in all phones), and which he is interested in.



    Oh, don't worry, there is plenty to go around still, and a long ways to go yet...



    "Smartphone" share of all mobile phone use is very small:



    Horace Dediu of Asymco writes, "Global smartphone penetration nearing 10%"



    As smartphones replace and grow into the overall current market of existing mobile phones and subs, the smart phone market is going to grow and grow for a good while yet -- probably faster than any apparent acceleration in Android activations.



    Android is flavor of the year. What a lot of people don't seem to recognize is that it is merely holding the status quo, it is a placeholder. OEM's will drop it in a minute if something else comes along.



    Google started it simply to hedge against Windows Mobile. That worked. But it is just something free that OEMs use to sell phones. It replaces java or symbian or whatever else they might have used in the past.



    So all these millions of phones have to run something... and of course OEMs are going to go for what is a "modern", "smart", robust mobile OS that you can install apps on. They have to go with something like that, because Apple revealed the future in 2007 and that's what many people want. Google steps in and fills a void with Android, quickly adding Touch UI, etc. This is the status quo, nothing more, nothing less.



    If Amazon licenses out some clone (why not, Google stole a lot from Sun/Oracle), or if WebOS gets OpenSource or becomes viable in some way... OEMs will use them and there goes a load of Android activations. Many OEMs are already hedging their bets with 2 or 3 OS choices.



    So, where can Apple go? Nowhere but up: billions of "non-consumers" (feature phones users out there); and certainly, Apple gets switchers from Android, etc. Do iPhones users switch to Android? NOt hardly.
  • Reply 171 of 276
    gatorguygatorguy Posts: 24,109member
    Quote:
    Originally Posted by SolipsismX View Post


    Take Schmidt's comment about releasing a tablet of the highest quality in 6 months. Again, not stating anything that has happened but projecting a future that may never come. And how do you define "of the highest quality"?



    We don't even know the words he used in his statement do we?



    What was reported here was a translation from the original Italian article, which itself was likely an Italian translation from Schmidt's statement in English. Two translations later we probably didn't get the actual words he used. That makes it really hard to comment on with any surety.
  • Reply 172 of 276
    Quote:
    Originally Posted by Gatorguy View Post


    We don't even know the words he used in his statement do we?



    What was reported here was a translation from the original Italian article, which itself was likely an Italian translation from Schmidt's statement in English. Two translations later we probably didn't get the actual words he used. That makes it really hard to comment on with any surety.



    Excellent point. When you don't have hard evidence arguments should not be taken as canon.
  • Reply 173 of 276
    Good for Google and good for us Apple fans. This will only make Apple more competitive and make better products and lower costs.
  • Reply 174 of 276
    Quote:
    Originally Posted by ChristophB View Post


    You're not seeing faster than 2Mbps on any Wifi including your home with 5.01 and your 4S? I know a guy running 5.1 who just ran the speedtest.net app from a home wifi and is seeing 19.6Mbps down and 3.1Mpbs up.



    So when you get 5.1 if you're not seeing better numbers, find a Genius Bar.



    You bet - I was seeing 19-21 myself before 5.0.1...
  • Reply 175 of 276
    Quote:
    Originally Posted by blursd View Post


    Call me a little incredulous, but 700,000 units a day would mean they're selling over 12 million a month, and over 250 million a year. Those numbers seem a little high to me ...





    Not really. Google some info on 2011 worldwide smartphone sales. The estimates include numbers up to 500,000,000 or so. If that were true, then 250 million for Android would seem roughly correct, given the reports of a market share of roughly 50%.



    It is all dynamic, and we get various little bits and piece of stats, rather than a big picture. But given the rapid growth of the smartphone market, and given the rapid growth of Android, the numbers presented look to me like they might well be correct.
  • Reply 176 of 276
    Quote:
    Originally Posted by grmac View Post


    You bet - I was seeing 19-21 myself before 5.0.1...



    Yeah, I'd be blowing a gasket. . . Good luck mate.
  • Reply 177 of 276
    gatorguygatorguy Posts: 24,109member
    Quote:
    Originally Posted by SolipsismX View Post


    Excellent point. When you don't have hard evidence arguments should not be taken as canon.



    With that said, he probably was referencing a rumored move to the Intel Medford chipsets IMO.

    http://www.technologyreview.com/computing/39378/page1/



    Supposedly much less power-hungry, capable of playing Blue-ray quality video, direct streaming to TV's, much faster camera performance than current devices, etc.



    As mentioned a couple of other places, ignore the very iPhone-like appearance. The image is a reference device and not anything slated for production and sale. . .

    Unless Samsung is taken with it.
  • Reply 178 of 276
    2oh12oh1 Posts: 503member
    The only thing that really matters is how much Apple profits from the sale of each iOS device, and how much developers make from their apps. Android can have a 500% lead and it won't matter if Apple is making money and if developers earn more by developing for iOS than Android. Until Android finds a way to stop pirating of apps, iOS will have better apps and better apps are a big part of a better user experience.
  • Reply 179 of 276
    adamcadamc Posts: 583member
    If I am not wrong the numbers you are quoting are mobile ads number and I am not sure whether you are aware that those numbers you quoted are from iOS devices and not android devices.
  • Reply 180 of 276
    piotpiot Posts: 1,346member
    Quote:
    Originally Posted by Gatorguy View Post


    Solipsism, Andy Rubin was perfectly clear about that months ago. It was never one day. His tweet announcing 500K was "there are now 500K Android devices activated every day, and it's growing at 4.4% w/w".



    Well that 4.4% growth rate didn't last very long!
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