Cheap Android phones 'crushing' Apple's iPhone in countries without subsidies

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  • Reply 41 of 110
    cpsrocpsro Posts: 3,270member
    Quote:
    Originally Posted by SolipsismX View Post


    There is no way for anyone outside Apple to know the "true cost".



    Yes, it helps to keep things mysterious, but the profit margins say a lot.
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  • Reply 41 of 110
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by jragosta View Post


    OK. Now, all you have to do is show us your resume and point out where you have experience that indicates that you know how to run Apple better than the existing Board and management team.



    Typical fanboy sneering nonsense. I always hear you as sounding a bit like comic book guy.



    I am not saying I could run Apple better than the existing incumbents ( although I have worked in Cupertino and have demoed on campus there to Employees, and know about 20-30 people who work there). What I am saying that the existing incumbents are interested in market share, and they keep saying they are ( like for instance Cook's mention of the 95% yet to be decided in the smart phone war) .



    Here is what the actual CEO, not some muppet on the internet had to say



    A: 37 million is a big number. It was a decent quarter. It was 37 million — more than we’d ever done before. We were pretty happy with that, but let me give you the way I look at the numbers. As I see it, that 37 million for last quarter represented 24% of the smartphone market. There’s 3 out of 4 people buying something else. 9 out of 10 phone buyers are buying something else.



    Handset market is projected to go from 1.5 to 2 billion units. Take it in the context of these numbers, the truth is that this is a jaw-dropping industry with enormous opportunity. Up against those numbers, the numbers don’t seem so large anymore. What seems so large to me is the opportunity.




    So if you think you can run the place better than Cook, jump up on stage and tell him to go fuck himself with his market share concerns, you want Margins.
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  • Reply 43 of 110
    Need be Apple could just go and buy some countries. Put all that cash in the bank to good use!:



    lol:
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  • Reply 44 of 110
    Steve jobs has spoken about this before.



    This video is talking about computers... but you can easily translate this philosophy to all of their products:



    "Our goal is the make the best personal computers in the world, and to make products we are proud to recommend to our family and friends. But there is some stuff in our industry that we wouldn't be proud to ship. We can't do it... we just can't ship junk" - Steve Jobs



    http://www.youtube.com/watch?feature...8gnUCWzE#t=32s
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  • Reply 45 of 110
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by Michael Scrip View Post


    Steve jobs has spoken about this before.



    This video is talking about computers... but you can easily translate this philosophy to all of their products:



    "Our goal is the make the best personal computers in the world, and to make products we are proud to recommend to our family and friends. But there is some stuff in our industry that we wouldn't be proud to ship. We can't do it... we just can't ship junk" - Steve Jobs



    http://www.youtube.com/watch?feature...8gnUCWzE#t=32s



    This is a strawman argument, the iPod touch is not junk. For its price it is a fantastic machine.



    the 3GS is pretty great too.
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  • Reply 46 of 110
    2oh12oh1 Posts: 503member
    Quote:

    Greece's top-selling smartphone last year was the Samsung Galaxy Mini, which sells for just $188 without a contract. For comparison, an older model 8-gigabyte iPhone 4 sells new for $680 without a subsidy in Portugal.



    Come on. If you're going to make comparisons, make comparisons using the same criteria, otherwise you're not making much of a comparison. Use Greece for both or use Portugal for both. I'm not questioning the fact that Android is crushing the iPhone in countries without subsidies. I'm saying the comparison used above is poor.
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  • Reply 47 of 110
    2oh12oh1 Posts: 503member
    Quote:
    Originally Posted by asdasd View Post


    This is a strawman argument, the iPod touch is not junk. For its price it is a fantastic machine.



    Indeed. In a perfect world, Apple would make an iPod Touch with a mic, 8 megapixel camera and at least 3G. I'd buy that instead of an iPhone (assuming I could get a data plan for it, which is of course doubtful).



    With services like Google Voice, how much longer are we going to need "phones"?
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  • Reply 48 of 110
    kibitzerkibitzer Posts: 1,114member
    Quote:
    Originally Posted by jhromeror View Post


    Need be Apple could just go and buy some countries. Put all that cash in the bank to good use!:



    lol:



    Would you believe - the Egyptians have so badly screwed up their only significant source of foreign money inflow - tourism - that the government's cash reserve is down to its last $12 billion? But who would want to buy 'em?
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  • Reply 49 of 110
    tundraboytundraboy Posts: 1,931member
    Android will be the smartphone OS of choice in the 3rd World. And if you checked recently, nowadays that includes Greece.
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  • Reply 50 of 110
    shaun, ukshaun, uk Posts: 1,050member
    There is a huge revenue potential for selling PAYG (non-contract) phones in the emerging markets like China, India, Brazil and Russia. Together they account for almost half the world's population. I don't think Apple will want to walk away from that. They don't have to build a "crap" product - just keep the iPhone 3GS and lower the price to an acceptable level for the PAYG smartphone market. Even if they just target the emerging middle class in those countries that?s still a lot of money to be made.
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  • Reply 51 of 110
    Quote:
    Originally Posted by asdasd View Post


    This is a strawman argument, the iPod touch is not junk. For its price it is a fantastic machine.



    the 3GS is pretty great too.



    You're right... because Apple doesn't ship junk. I thought that was pretty clear.



    The iPod Touch is the best MP3 player out there. And I'd choose the iPhone 3GS over any other cheap phone out there.



    My point was... and that lots of other people in this thread have pointed out... is that there are lots of people buying cheap unsubsidized phones in some of the poorer countries in the world.



    Apple doesn't want to... or need to... compete in that segment of the market.
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  • Reply 52 of 110
    rogifanrogifan Posts: 10,669member
    Quote:
    Originally Posted by SolipsismX View Post


    The Touch has a lower margin than the iPhone but the Touch also has fewer and less expensive components.



    For instance, people think the Touch and iPhone have the same display because they both have 960x480 3.5" "Retina Displays" but we know that the iPhone uses an IPS panel and the Touch a TN panel. Then there is quality of the backlight, the speed of the NAND flash, the A4 CPU, RAM, speaker, mic, vibrator, battery, GPS, cellular HW, and on and on and on...



    No comparison with sound and picture quality between iPhone 4S and iPod Touch. iPod Touch is great for the price, but not surprised iPhone is more expensive.
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  • Reply 53 of 110
    red oakred oak Posts: 1,116member
    Apple could do a very mild tweak to the 3GS (upgrade the camera some, increase speed slightly, etc... but keep the same exact form factor), price it at $275 for the pre-paid market, and still make 35% margin



    Next issue please
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  • Reply 54 of 110
    As people have said – Steve: "We won't ship junk."



    IE apple does not care about the low end markets. Let Android have them, no big deal. It will just re-enforce the perspective that Android is generic and iOS is premium. (I'm not saying that's a fact, but over time, this works out worse for Android in terms of quality of brand then it does for apple)
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  • Reply 55 of 110
    jragostajragosta Posts: 10,473member
    Quote:
    Originally Posted by asdasd View Post


    Typical fanboy sneering nonsense. I always hear you as sounding a bit like comic book guy.



    I am not saying I could run Apple better than the existing incumbents ( although I have worked in Cupertino and have demoed on campus there to Employees, and know about 20-30 people who work there). What I am saying that the existing incumbents are interested in market share, and they keep saying they are ( like for instance Cook's mention of the 95% yet to be decided in the smart phone war) .



    Here is what the actual CEO, not some muppet on the internet had to say



    A: 37 million is a big number. It was a decent quarter. It was 37 million ? more than we?d ever done before. We were pretty happy with that, but let me give you the way I look at the numbers. As I see it, that 37 million for last quarter represented 24% of the smartphone market. There?s 3 out of 4 people buying something else. 9 out of 10 phone buyers are buying something else.



    Handset market is projected to go from 1.5 to 2 billion units. Take it in the context of these numbers, the truth is that this is a jaw-dropping industry with enormous opportunity. Up against those numbers, the numbers don?t seem so large anymore. What seems so large to me is the opportunity.




    So if you think you can run the place better than Cook, jump up on stage and tell him to go fuck himself with his market share concerns, you want Margins.



    Let's see if we can make sense of your twisted logic:



    You say that you aren't claiming to know more about running Apple than the management team - yet you keep saying that they're doing it wrong and should do something different.



    OTOH, I say that the management team should be left alone to make the decisions that they clearly know how to make - and you accuse me of thinking I can run the place better than Apple.



    Nope. There's no way that I can make sense of your twisted logic.
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  • Reply 56 of 110
    solipsismxsolipsismx Posts: 19,566member
    Quote:
    Originally Posted by Shaun, UK View Post


    There is a huge revenue potential for selling PAYG (non-contract) phones in the emerging markets like China, India, Brazil and Russia. Together they account for almost half the world's population. I don't think Apple will want to walk away from that. They don't have to build a "crap" product - just keep the iPhone 3GS and lower the price to an acceptable level for the PAYG smartphone market. Even if they just target the emerging middle class in those countries that?s still a lot of money to be made.



    Wouldnt be surprised if Apple lowers the entry price for China Mobile by using the display in the iPod Touch. This is beauty of their size and home grown cellular tech.
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  • Reply 57 of 110
    Would that be crushing in terms of units sold, or in terms of profits earned?
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  • Reply 58 of 110
    nagrommenagromme Posts: 2,834member
    Cheap product = users get a poor device and the company gets little profit. I?d rather be ?crushed!?



    (As for $250 Windows laptops... I recommended one to an out-of-work friend. Never again. It?s Russian Roulette just how bag the experience will be... does it run slow and have a bad viewing angle, but at least last you a while? Or does it just die, one part after another, almost immediately so you spend your warranty period losing data and fighting to get service... until it dies again after the warranty ends? My friend has a doorstop?complete with viruses?and $250 down the drain. She?d rather use a rock as a doorstop and file the $250 away for a MacBook Air. And how many of those $250 units do you have to buy in 10 years, vs. how many $999+ MacBook Airs? And what?s the resale value like on them vs. the Airs? And the support costs? Almost everyone I know who uses Windows pays $100 plus at least once a year to get their system working again or cleaned of malware. They?re not tech-savvy like us, but we?re not the majority. They pay MORE in the end with their cheap PCs that need frequent replacement and can?t be sold. And then they have a machine they?re afraid of and hate. But would they consider Apple? Many never would. Go figure.)
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  • Reply 59 of 110
    alfiejralfiejr Posts: 1,524member
    what a brilliant insight! cheap phones sell tops in the cheap phone markets!! and no one buys an iPhone as a "burner." wow, who woulda thought.
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  • Reply 60 of 110
    Quote:
    Originally Posted by nagromme View Post


    Almost everyone I know who uses Windows pays $100 plus at least once a year to get their system working again or cleaned of malware. They?re not tech-savvy like us, but we?re not the majority. They pay MORE in the end with their cheap PCs that need frequent replacement and can?t be sold. And then they have a machine they?re afraid of and hate. But would they consider Apple? Many never would. Go figure.)



    You need to hang out with a different sort of people.
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