"We believe this points to 50 million new iTunes accounts in December, but note that not all new accounts would be associated with a new iOS device (could be a new Windows user)," Munster wrote.
Can somebody explain that last sentence to me? It sounds like he's saying somebody using Windows for the first time might open a new iTunes account without actually getting a new iOS device. So, for example, they have an iOS device and iTunes account already and switch from Mac to Windows so they need a new account? Or they don't have an iOS device or iTunes account and switch to Windows, so they download iTunes and set up an account just to buy music to play on their computer or something? Neither seems like it could account for very many new accounts, but maybe I'm missing something.
Doesn't have to be a new Windows user. Someone might use iTunes to buy DRM free music and install it on another device. You're right though it probably won't account for many people.
Article reports that AT&T said 10M smartphones were sold including a record number of iPhones. The article references 7.6M iPhones from the same quarter last year (no source, though a quick google search points to AT&T). You are correct in that AT&T doesn't say 8M iPhones, so technically it can be 7.6M + 1, regardless the majority were iPhones and a new record.
Final sales numbers were not listed; however, it did say it was a record for smartphones in general and iPhones specifically. Since they sold 7.6 million iPhones last year, it is not a stretch to infer they sold 8 million plus iPhones. I guess logic is too hard for some people
So eight out of ten smartphones sold by AT&T were iPhones yet there were claims that AT&T stores were actively trying to steer customers away from it?
And by the way, Android is WINNING!
I'd like to point out that this very article said Samsung alone sold 63 million smartphones and Apple sold 48 million. That's quite a massive about more than Apple and it's only one company using Google's software. IDK how you define winning, but that's hard to argue with.
Failure to upgrade remains one of the biggest shortcomings of the Android Ecosystem, but if Google figures out how to fix that it could increase the profitability of Android, which causes additional threats to the IOS Ecosystem. Again not something I see in 2013 or even 2014/15 but something that is possible if Apple does not start innovating again. I just think there are some early signs of trouble that Apple needs to address, because Google/Android is not standing still.
I'm basically one of the users you'd reference. Long time iOS user, had a Galaxy Nexus from work for over a year on Gingerbread which I didn't like, but once I got Jellybean (after a long delay from Canadian carriers, more on this in a bit), I really liked it. I bought my own Nexus 7 a few months ago before the iPad mini came out and I'm starting to 'get' Android now. I'd say if I were to choose from nothing, I'd lean towards Android but it's not enough to switch over from iOS, both have very strong advantages. It just seemed like both were making big updates every year and now Android is finally not frustrating to use, while iOS didn't make any leaps overall with the last version.
It'll be very hard for Android to fix the upgrade process. Many of the device still user carrier specific builds which the carrier generally has to approve (and pay) for the upgrades (from what I've learned), unless the users root their phones. Since the sale on the hardware is already made, there is little incentive for the carrier to oblige. Apple has more control and has a much easier time getting updates out. It took many more months for me to get JB on my Nexus because of stupid Canadian carrier requirements for the device (JB build provided by Samsung, not Google for the Canadian Galaxy Nexus), but I still laugh when my co-workers try to tout Android as better than iOS when they're running Gingerbread with no manufacturer upgrade path (they have GS2's) compared to iOS updates.
Actually making money. Having customer satisfaction. Not stealing product from competitors. Attracting developers instead of scaring them away.
I find channel stuffing hard to argue for.
You post that as though anyone at Gizmodo has anything objective or true to say at any time for any reason.
Samsung made $8 billion last quarter. I'd say that's actually making money. Apple and Android are tied for number of apps in the app store, I'd say that is far from scaring developers away. And the stealing thing is just so old and unjustified it's pathetic.
Final sales numbers were not listed; however, it did say it was a record for smartphones in general and iPhones specifically. Since they sold 7.6 million iPhones last year, it is not a stretch to infer they sold 8 million plus iPhones. I guess logic is too hard for some people
The actual quote from ATT was
"This included best-ever quarterly sales of Android and Apple smartphones."
It's not entirely clear (at least to me) if it's saying combined sales or each individual OS had record sales. After the 24th it may get detailed a lot better. In fact I'll almost guarantee it will be. There's little doubt Apple had the overwhelmingly majority of smartphone sales at ATT.
Completely meaningless in the face of Consumer Satisfaction reports, and what consumers are actually buying.
Consumer Reports also panned the iPhone 4 for "antennagate", yet it not only dominated as the single best-selling smartphone at the time, but it also wiped the floor with EVERYONE in Consumer Satisfaction. The antenna issue turned out to be a complete non-issue. Not even a factor. The iPhone 4 had the lowest return rate in the industry and the highest satisfaction rate.
Consumer Reports is the DigiTimes of their respective field. Don't bend over while you're reading it.
By design and default, a horizontal business model (using a universally whored out OS) can *never* beat a vertical business model done right. A superior User Experience means that full control of the OS and hardware can never be relinquished any point in the process, from cradle to grave, from the design studio to the hands of the consumer when they turn it on for the first time, and beyond to the customer service that stands behind it, without any OEM middleman.
Unfortunately Android is winning the Market Share race. The biggest difference between now and the PC wars is that the Apple EcoSystem still makes more money for developers than the Android EcoSystem. They also need to start expanding their target market like then did with the iPod Mini / Shuffle / Nano. If they don't start winning back marketshare they could be in trouble in a couple of years. Making 5 times the amount of dollars per market share does not help you if you have only 1/10 the market of your competitor. While Apple is far from DOOMED they can not continue to view Android as an inferior copy that will not catch on. Depending on who you ask Jelly Bean is as good / better than IOS and with 50-75% of the market share I fell safe saying that it has caught on and is here to stay.
Before anyone calls me a Fandroid, I am far from one. But I do fear that the IOS platform will become like the Classic MacOS platform of the 90s if Apple does not get their act in gear. (Don't get me started on my opinion on what is happening with Mac Hardware. The rMBP were the first Macs is a long time that I have absolutely no interest in.)
I somewhat agree with you. As long as Apple keeps innovating the iPhone they will be fine. I think Apple needs to have more screen sizes to address customers who would like those options. Obviously Samsug's strategy is working the numbers support that. The real question is apples strategy - does is really want more market share at the expense of margin? I guessing there is a debate going on inside the company about the best way to position their offerings. I think that the iPad Mini is telling us something about the direction they are going. Personally I think they are going to attempt to go for the lower end in a limited way, but I think they won't go the whole way and sacrifice too much margin. I think they are making a mistake though because I think they need to be bolder and come out with a more bare bones phone and get off their high horse of "high end" in the case of iPhone for China. The discounting of older models shows this but they are not LTE band phones and don't need to be quite yet.. Its Apple's call obviously to make on that one. As an apple shareholder its a tough one, I'm not going to over extend my position, because the investment community is addicted to Apple high margins , yet at the same time it likes maket share. The question is: How much are these two mutually inclusive? This is why I think Apple is in a dilemma and is trying to navigate a middle path. I suspect this middle conservative approach may be the worst compromise. Innovation is the way forward, for both margins and volume, I hope the Apple executive team really can execute on it going forward. Samsung relies mostly on volume. Apple historically has not and relies on being first out of the gate. Nowadays other companes are wise to this strategy, and resist giving up content control and not giving in.
Accourding to Verizon CEO they have 50% iphones sales, down 5% from last year 55%. But they have 30% yoy increase in sales. Last year they had 4.3 millions iphones so that gives around 5 millions iphones this year.
Accourding to Verizon CEO they have 50% iphones sales, down 5% from last year 55%. But they have 30% yoy increase in sales. Last year they had 4.3 millions iphones so that gives around 5 millions iphones this year.
I'd like to point out that this very article said Samsung alone sold 63 million smartphones and Apple sold 48 million. That's quite a massive about more than Apple and it's only one company using Google's software. IDK how you define winning, but that's hard to argue with.
The Nexus 4 is the most decent device on the Android side so far. But I can't really take anything on Gizmodo seriously. They're still butt hurt from the iPhone 4 thing.
I will edit to say that I hope iOS 7 is earth shattering. I think iOS needs a good shakeup, which is why I'm excited about Ive taking over.
Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.
Munster maybe a member of the "Church of Market Share" as John Gruber names it.
So eight out of ten smartphones sold by AT&T were iPhones yet there were claims that AT&T stores were actively trying to steer customers away from it?
And by the way, Android is WINNING!
The incredible thing is that these aren't just claims, it's the truth. I've went up to their booths (and other carriers) a few times pretending to be a potential customer to see what happens. EVERY SINGLE TIME I got recommended the S3. When I ask about the iPhone, the general response I get is 'yeah i guess its a good phone if you like apple, but doesnt have near as many features as the SAMSUNG GALAXY S3." They they go on about screen size and start listing all the touchwiz gimmicks, as if they're Samsung employees. Never in my life have I seen a phone that has been advertised and pushed so, so heavily. Massive banners in every mall/store I go to, constant radio ads by the carriers, prominently displayed on all their brochures, never-ending TV ads, etc. Compared to the level of iPhone 5 advertising, the S3 is in another universe. Which makes iPhone sales in the US all the more impressive and stunning.
I guess Apple Stores are to be given credit, one of the smartest and most forwarding thinking moves SJ did.
Comments
Doesn't have to be a new Windows user. Someone might use iTunes to buy DRM free music and install it on another device. You're right though it probably won't account for many people.
Quote:
Originally Posted by Ex iPhone Owner
Please read the post carefully. There is nothing that states 8million iPhones were sold. That is a number some guy is forecasting. Per this article the numbers on what was sold iPhone vs other phones has not been released: http://androidcommunity.com/att-saw-record-smartphone-sales-during-q4-2012-20130108/
Article reports that AT&T said 10M smartphones were sold including a record number of iPhones. The article references 7.6M iPhones from the same quarter last year (no source, though a quick google search points to AT&T). You are correct in that AT&T doesn't say 8M iPhones, so technically it can be 7.6M + 1, regardless the majority were iPhones and a new record.
Final sales numbers were not listed; however, it did say it was a record for smartphones in general and iPhones specifically. Since they sold 7.6 million iPhones last year, it is not a stretch to infer they sold 8 million plus iPhones. I guess logic is too hard for some people
Quote:
Originally Posted by lkrupp
So eight out of ten smartphones sold by AT&T were iPhones yet there were claims that AT&T stores were actively trying to steer customers away from it?
And by the way, Android is WINNING!
I'd like to point out that this very article said Samsung alone sold 63 million smartphones and Apple sold 48 million. That's quite a massive about more than Apple and it's only one company using Google's software. IDK how you define winning, but that's hard to argue with.
The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely
Quote:
Originally Posted by AJMonline
Failure to upgrade remains one of the biggest shortcomings of the Android Ecosystem, but if Google figures out how to fix that it could increase the profitability of Android, which causes additional threats to the IOS Ecosystem. Again not something I see in 2013 or even 2014/15 but something that is possible if Apple does not start innovating again. I just think there are some early signs of trouble that Apple needs to address, because Google/Android is not standing still.
I'm basically one of the users you'd reference. Long time iOS user, had a Galaxy Nexus from work for over a year on Gingerbread which I didn't like, but once I got Jellybean (after a long delay from Canadian carriers, more on this in a bit), I really liked it. I bought my own Nexus 7 a few months ago before the iPad mini came out and I'm starting to 'get' Android now. I'd say if I were to choose from nothing, I'd lean towards Android but it's not enough to switch over from iOS, both have very strong advantages. It just seemed like both were making big updates every year and now Android is finally not frustrating to use, while iOS didn't make any leaps overall with the last version.
It'll be very hard for Android to fix the upgrade process. Many of the device still user carrier specific builds which the carrier generally has to approve (and pay) for the upgrades (from what I've learned), unless the users root their phones. Since the sale on the hardware is already made, there is little incentive for the carrier to oblige. Apple has more control and has a much easier time getting updates out. It took many more months for me to get JB on my Nexus because of stupid Canadian carrier requirements for the device (JB build provided by Samsung, not Google for the Canadian Galaxy Nexus), but I still laugh when my co-workers try to tout Android as better than iOS when they're running Gingerbread with no manufacturer upgrade path (they have GS2's) compared to iOS updates.
Quote:
Originally Posted by NexusPhan
The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely
You managed to find one ! How impressive !
Originally Posted by NexusPhan
IDK how you define winning, but that's hard to argue with.
Actually making money. Having customer satisfaction. Not stealing product from competitors. Attracting developers instead of scaring them away.
I find channel stuffing hard to argue for.
The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely
You post that as though anyone at Gizmodo has anything objective or true to say at any time for any reason.
Quote:
Originally Posted by umrk_lab
You managed to find one ! How impressive !
It's not hard to do. Consumer reports has iPhone falling fast. I would go all day but there is no point. Competition is good. To each, his own.
http://bgr.com/2013/01/07/iphone-5-consumer-reports-rating-284502/
Originally Posted by NexusPhan
Consumer reports has iPhone falling fast.
… Quadra, you want to step in here?
Also,
Consumer reports
From the liars who brought you a "don't buy" recommendation, despite the iPhone being far and away their best-rated phone, everyone!
Quote:
Originally Posted by Tallest Skil
Actually making money. Having customer satisfaction. Not stealing product from competitors. Attracting developers instead of scaring them away.
I find channel stuffing hard to argue for.
You post that as though anyone at Gizmodo has anything objective or true to say at any time for any reason.
Samsung made $8 billion last quarter. I'd say that's actually making money. Apple and Android are tied for number of apps in the app store, I'd say that is far from scaring developers away. And the stealing thing is just so old and unjustified it's pathetic.
Originally Posted by NexusPhan
Samsung made $8 billion last quarter. I'd say that's actually making money.
http://appleinsider.com/articles/12/02/03/apples_iphone_takes_75_mobile_phone_profits_with_just_9_of_units_sold.html
Apple and Android are tied for number of apps in the app store, I'd say that is far from scaring developers away.
Last year, even: http://appleinsider.com/articles/11/12/13/ios_apps_bring_in_300_more_revenue_than_android_counterparts
http://appleinsider.com/articles/11/09/08/android_app_volume_to_pass_ios_app_store_but_apple_developers_lead_in_revenues
http://www.cultofmac.com/180345/android-piracy-is-so-bad-you-cant-even-charge-for-apps-anymore/
Sorry, the search engine link to our story on this is broken. Title's correct; link goes to an article from 2006.
And the stealing thing is just so old and unjustified it's pathetic.
You want banned? I'm sick of this pathetic nonsense.
Quote:
Originally Posted by ndirishfan1975
Final sales numbers were not listed; however, it did say it was a record for smartphones in general and iPhones specifically. Since they sold 7.6 million iPhones last year, it is not a stretch to infer they sold 8 million plus iPhones. I guess logic is too hard for some people
The actual quote from ATT was
"This included best-ever quarterly sales of Android and Apple smartphones."
It's not entirely clear (at least to me) if it's saying combined sales or each individual OS had record sales. After the 24th it may get detailed a lot better. In fact I'll almost guarantee it will be. There's little doubt Apple had the overwhelmingly majority of smartphone sales at ATT.
Quote:
Originally Posted by NexusPhan
It's not hard to do. Consumer reports has iPhone falling fast. I would go all day but there is no point. Competition is good. To each, his own.
http://bgr.com/2013/01/07/iphone-5-consumer-reports-rating-284502/
Completely meaningless in the face of Consumer Satisfaction reports, and what consumers are actually buying.
Consumer Reports also panned the iPhone 4 for "antennagate", yet it not only dominated as the single best-selling smartphone at the time, but it also wiped the floor with EVERYONE in Consumer Satisfaction. The antenna issue turned out to be a complete non-issue. Not even a factor. The iPhone 4 had the lowest return rate in the industry and the highest satisfaction rate.
Consumer Reports is the DigiTimes of their respective field. Don't bend over while you're reading it.
By design and default, a horizontal business model (using a universally whored out OS) can *never* beat a vertical business model done right. A superior User Experience means that full control of the OS and hardware can never be relinquished any point in the process, from cradle to grave, from the design studio to the hands of the consumer when they turn it on for the first time, and beyond to the customer service that stands behind it, without any OEM middleman.
Quote:
Originally Posted by AJMonline
Unfortunately Android is winning the Market Share race. The biggest difference between now and the PC wars is that the Apple EcoSystem still makes more money for developers than the Android EcoSystem. They also need to start expanding their target market like then did with the iPod Mini / Shuffle / Nano. If they don't start winning back marketshare they could be in trouble in a couple of years. Making 5 times the amount of dollars per market share does not help you if you have only 1/10 the market of your competitor. While Apple is far from DOOMED they can not continue to view Android as an inferior copy that will not catch on. Depending on who you ask Jelly Bean is as good / better than IOS and with 50-75% of the market share I fell safe saying that it has caught on and is here to stay.
Before anyone calls me a Fandroid, I am far from one. But I do fear that the IOS platform will become like the Classic MacOS platform of the 90s if Apple does not get their act in gear. (Don't get me started on my opinion on what is happening with Mac Hardware. The rMBP were the first Macs is a long time that I have absolutely no interest in.)
I somewhat agree with you. As long as Apple keeps innovating the iPhone they will be fine. I think Apple needs to have more screen sizes to address customers who would like those options. Obviously Samsug's strategy is working the numbers support that. The real question is apples strategy - does is really want more market share at the expense of margin? I guessing there is a debate going on inside the company about the best way to position their offerings. I think that the iPad Mini is telling us something about the direction they are going. Personally I think they are going to attempt to go for the lower end in a limited way, but I think they won't go the whole way and sacrifice too much margin. I think they are making a mistake though because I think they need to be bolder and come out with a more bare bones phone and get off their high horse of "high end" in the case of iPhone for China. The discounting of older models shows this but they are not LTE band phones and don't need to be quite yet.. Its Apple's call obviously to make on that one. As an apple shareholder its a tough one, I'm not going to over extend my position, because the investment community is addicted to Apple high margins , yet at the same time it likes maket share. The question is: How much are these two mutually inclusive? This is why I think Apple is in a dilemma and is trying to navigate a middle path. I suspect this middle conservative approach may be the worst compromise. Innovation is the way forward, for both margins and volume, I hope the Apple executive team really can execute on it going forward. Samsung relies mostly on volume. Apple historically has not and relies on being first out of the gate. Nowadays other companes are wise to this strategy, and resist giving up content control and not giving in.
Accourding to Verizon CEO they have 50% iphones sales, down 5% from last year 55%. But they have 30% yoy increase in sales. Last year they had 4.3 millions iphones so that gives around 5 millions iphones this year.
Since only Apple releases actual numbers I guess you can hold Sammy and moto's numbers with skepticism.
Quote:
Originally Posted by NexusPhan
I'd like to point out that this very article said Samsung alone sold 63 million smartphones and Apple sold 48 million. That's quite a massive about more than Apple and it's only one company using Google's software. IDK how you define winning, but that's hard to argue with.
The real winning is this article: http://gizmodo.com/5973073/an-iphone-lovers-confession-i-switched-to-the-nexus-4-completely
The Nexus 4 is the most decent device on the Android side so far. But I can't really take anything on Gizmodo seriously. They're still butt hurt from the iPhone 4 thing.
I will edit to say that I hope iOS 7 is earth shattering. I think iOS needs a good shakeup, which is why I'm excited about Ive taking over.
Quote:
Originally Posted by rob53
Why does Apple have to compete for the low-end smartphone market? Samsung sells a lot of cheap phones, so what? The race isn't for the most, it's for the best and Apple knows that. It's the crazy analysts who think all smartphones are equal. They aren't.
Munster maybe a member of the "Church of Market Share" as John Gruber names it.
Quote:
Originally Posted by lkrupp
So eight out of ten smartphones sold by AT&T were iPhones yet there were claims that AT&T stores were actively trying to steer customers away from it?
And by the way, Android is WINNING!
The incredible thing is that these aren't just claims, it's the truth. I've went up to their booths (and other carriers) a few times pretending to be a potential customer to see what happens. EVERY SINGLE TIME I got recommended the S3. When I ask about the iPhone, the general response I get is 'yeah i guess its a good phone if you like apple, but doesnt have near as many features as the SAMSUNG GALAXY S3." They they go on about screen size and start listing all the touchwiz gimmicks, as if they're Samsung employees. Never in my life have I seen a phone that has been advertised and pushed so, so heavily. Massive banners in every mall/store I go to, constant radio ads by the carriers, prominently displayed on all their brochures, never-ending TV ads, etc. Compared to the level of iPhone 5 advertising, the S3 is in another universe. Which makes iPhone sales in the US all the more impressive and stunning.
I guess Apple Stores are to be given credit, one of the smartest and most forwarding thinking moves SJ did.