Android overtakes Apple's iPad in tablet marketshare, approaches in revenue earned

1567911

Comments

  • Reply 161 of 204
    rogifanrogifan Posts: 10,669member
    wovel wrote: »
    Amazon is not making a profit because their investors do not require them to do so.

    Exactly. But this idea that all these other companies have tablets sitting on store shelves collecting dust somewhere is ridiculous. No company is going to build a bunch of tablets that don't sell. And if they do then they'll end up writing off the inventory like Microsoft did with Surface. But I haven't seen any reports of Samsung, Asus or Amazon writing off inventory for unsold tablets or having fire sales to get rid of them like HP and Blackberry did.
  • Reply 162 of 204
    gatorguygatorguy Posts: 24,563member
    :\
    gatorguy wrote: »
    Your link doesn't claim what you ascribe to it. Note too that the doc you're using says "The preparation of these condensed consolidated financial statements in conformity with U.S. generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in these condensed consolidated financial statements and accompanying notes. Actual results could differ materially from those estimates."

    I would agree with anyone that claimed Apple is at least making an attempt to estimate channel inventory, something I don't think any of it's competitors does, which helps it's investors make an educated guess of sell-thru. Kudos to Apple for that. No where does Apple claim it's estimates of channel inventory are anything other than that. They never say it's based on partner inventory reports or any other physical count of sales to end-users. In fact Apple won't say just how they arrive at the estimates. Some people are erroneously thinking Apple is reporting audited and factual end-user sales, something they really aren't doing.

    mechanic wrote: »
    Yes it does.
    Page 27 lists unit sales for all apple products with the header:
    One reason that "Actual results could differ materially from those estimates" is because while this form is being prepared the number could change, Apple is just covering there legal bases to say that "at the time of this filing" this was our number, but it could change by time you get this document (as in going up slightly).   

    gatorguy wrote: »
    Yes it does. Estimated unit sales are not the same as sell-thru.
    wovel wrote: »
    He told you where to look. Go for it. If your too lazy to read a transcript of the call or look up the data thats your problem. What Apple reports is shipments, starting channel inventory and ending channel inventory for the reporting period. The reader/listener is left to do the basic mathematics required to find out what went to customers. Apple is the only major phone manufacturer that reports any sales statistics at all. I will not provide you a link to that, but once again you are welcome to go read all of their fillings and transcripts and see if you come up with something different.

    You being incredibly lazy and just making things up does not require other people to do your work for you. Do you have a link stating that Apple is lying in all of their reports? (I assume such a link would come from the DOJ or the SEC).

    Wovel, you're just seeing what you want to see. I said the same thing about Apple's reporting of channel inventory, even saying it was a great thing for Apple to do. Apple doesn't mention channel inventory at all in the doc that Mechanic linked as evidence that those are all sales to the end-user. They aren't. Apple also doesn't say how they arrive at their estimates of channel inventory nor will they specify it if you ask. It would look like I might be more familiar with what Apple reports than you are. It might be helpful to your understanding if you spent some time reading about it. from more reliable sources than what someone said on AI. Don't just believe me or any other poster here. Check for yourself and let me know where I'm wrong. That would be helpful and a lot of folks here would appreciate you pointing it out.
  • Reply 163 of 204
    Originally Posted by dasanman69 View Post

    Well iDevices include iMac in my book.

     



    There’s a reason your book only sold five copies. Maybe it’s time for a 2nd edition.

  • Reply 164 of 204
    jungmarkjungmark Posts: 6,927member
    rogifan wrote: »
    Apple doesn't seem to have a problem making 3.5", 4" and 9.7" retina displays. Why would 7.9" be so problematic? Especially for a company that is supposedly the envy of the word when it comes to supply chain? Apparently Apple can do just about anything....except produce retina displays for the iPad mini. Even though competitors don't seems to have a problem doing it. I don't get it.

    Who says Apple has problems making a 7.9" retina display? The 2nd gen hasn't been announced yet.
  • Reply 165 of 204
    rogifanrogifan Posts: 10,669member
    jungmark wrote: »
    Who says Apple has problems making a 7.9" retina display? The 2nd gen hasn't been announced yet.
    I'm sensing that sentiment here. There always seem to be some excuse for why a retina mini isn't possible and then all these reasons why it doesn't matter.
  • Reply 166 of 204
    jungmarkjungmark Posts: 6,927member
    rogifan wrote: »
    I'm sensing that sentiment here. There always seem to be some excuse for why a retina mini isn't possible and then all these reasons why it doesn't matter.

    An excuse? There is no 2nd gen iPad mini. Nothing has been announced.
  • Reply 167 of 204
    gatorguygatorguy Posts: 24,563member
    jungmark wrote: »
    An excuse? There is no 2nd gen iPad mini. Nothing has been announced.

    True. The complaints are a little premature.
  • Reply 168 of 204
    Quote:

    B.S.  These are sales to end customers, and if you want to go there, Tim cook told us that channel inventory was at about 2 weeks for the iPhone 5 before the launch of the 5s.




     

    Also this is for Q3 which has already ended.  3 months ago.

     

    Also the proof is in the revenue apple reports as well.  If these units are in channel inventory then were does the money there reporting come from? Do they just make up the revenue?  Lie on there 10Q filing?

     

    I think not.


     

    I'm not sure I fully understand what you're trying to say.  But I will tell you this definitively, you are wrong about your assumptions on how Apple counts revenue.  You also don't seem to understand what they are showing on their 10Q filing.  Apple is following what everybody else does and of course they're not lying.

     

    Please read the following from a GIGAOM article titled "What Apple really means when it says it has “sold” a product":

     

     

    "When Apple says it sold 37.5 million iPhones and 19.5 million iPads, as it did in its second fiscal quarter press release, this is often interpreted as Apple declaring that 37.5 million iPhones and 19.5 million iPads have been purchased and are currently in purses, pockets, backpacks and briefcases somewhere. But Apple, as several financial analysts pointed out, reports something called “channel inventory too,” which it announces during those same earnings calls.

    “Their reported numbers are ‘sell in,’” Toni Sacconaghi, research analyst who follows Apple for Bernstein & Co., said. That number includes product sales to retail partners. “They typically state during their earnings call how much channel inventory changed in the quarter, allowing one to compute to sell out units for both iPhone and iPad.”

     

    Does it make sense to you now?  Their financial statements include "sell-in" as I said.  They also, report channel inventory, but that is not required and is not part of their actual filing.  Apple does a good job or reporting, and I would concur with you that they are more open than most.  

    I'm trying to help you understand this, but if you refuse to listen to myself and others, well as my father used to say:

    "There's none so blind as those that will not see and none so deaf as those that will not hear".

     

  • Reply 169 of 204
    jragostajragosta Posts: 10,473member
    mstone wrote: »
    IMO Apple needs to bail on the hideous iOS color scheme, zooming motion and translucency or they are going to alienate their core target market. If they are looking to appeal to the pre-teen, tweerer, and teen market then the new interface makes complete sense. But to middle age adults who have been their main customer demographic since the introduction of the iPhone, there is not much appreciation for the latest interface design. I predict either a radical reversal of interface design or a radical abandonment of iOS devices by the 30-50 year-old adult market segment .

    I think it's hilarious how the iHaters accuse Apple fans of being all about style over substance - and then they spend so much time posting drivel like the above.

    Personally, I don't like the new appearance, but I like the upgrade because of the new functionality. You see, I use my phone to do things - not just to stare at. While I never really liked the appearance, it didn't bother me. Now that I've used it for a while, I hardly even notice, but I do like the new capabilities.

    Oh, and btw, maybe you've already forgotten that the upgrades to iOS 7 are occurring faster than any OS upgrade in history - and several orders of magnitude faster than Android upgrades. I guess most people don't share your views.
    rogifan wrote: »
    So you're saying the 2nd gen Nexus 7 is a POS? Funny all the reviews said it was a vast improvement over the first device.

    So it's marginally better crap. That doesn't mean that it's any good.
    rogifan wrote: »
    Sticking A6 in the mini and calling it a day is bullshit. Apple is better than that.

    Who said Apple is doing that?
    tzeshan wrote: »
    According to IHS estimates the 16 GB memory in iPhone 5S costs Apple $10.  The 32 GB costs $20.  64 GB $30.  But Apple adds $100 for a 32 GB iPhone 5S and $200 for 64 GB.  The profit margin for the memory is much higher than the iPhone as a whole.  I believe there is high desire for iPhone/iPad users to go for larger memory.  This desire is being suppressed by the unnecessary cost to upgrade.  I think Apple is losing good will to its users because of this price difference.  And this is costing Apple sales.  I think Apple should add $50 and $100 to the memory upgrades in the coming new iPads.  Apple will still get 80% profit margin for 32 GB and 64 GB.  This will immediately made the iPads very competitive wrt Android tablets without any significant new hardware. And the Android manufacturers will find very difficult to match Apple.  

    Maybe you've been out of circulation for the past 100 years, but virtually everyone does the same thing. Did you ever wonder why there are so many cars in the dealer's lot with lots of upgrades? Car dealers make a lot more money on the upgrades then on the cars themselves. Same thing is true for computers - you're encouraged to upgrade because the upgrades are very profitable for the manufacturers. Restaurants? Sure. That 8 ounce filet doesn't cost much more than the 6 ounce one - especially when you consider the cost of overheads and labor. Do you know why Quik Trip/7-11/McDonalds/everyone else always wants you to supersize? Because they make more money.

    That's just the way it is.

    Of course, Apple could simply charge $899 for the fully loaded one and then take $20 off for each lower size (instead of taking $100 off for each reduction in storage capacity). The prices would then be $859, $879, and $899 instead of the current $699, $799, $899. They would be charging closer to cost for the upgrades. Surely that would make you happy, right?

    They're making it possible to buy in at a lower cost if you wish. Why do so many whiners see that as a negative?
  • Reply 170 of 204
    Quote:
    Originally Posted by jragosta View Post





    I think it's hilarious how the iHaters accuse Apple fans of being all about style over substance - and then they spend so much time posting drivel like the above.



    Personally, I don't like the new appearance, but I like the upgrade because of the new functionality. You see, I use my phone to do things - not just to stare at. While I never really liked the appearance, it didn't bother me. Now that I've used it for a while, I hardly even notice, but I do like the new capabilities.



    Oh, and btw, maybe you've already forgotten that the upgrades to iOS 7 are occurring faster than any OS upgrade in history - and several orders of magnitude faster than Android upgrades. I guess most people don't share your views.

    So it's marginally better crap. That doesn't mean that it's any good.

    Who said Apple is doing that?

    Maybe you've been out of circulation for the past 100 years, but virtually everyone does the same thing. Did you ever wonder why there are so many cars in the dealer's lot with lots of upgrades? Car dealers make a lot more money on the upgrades then on the cars themselves. Same thing is true for computers - you're encouraged to upgrade because the upgrades are very profitable for the manufacturers. Restaurants? Sure. That 8 ounce filet doesn't cost much more than the 6 ounce one - especially when you consider the cost of overheads and labor. Do you know why Quik Trip/7-11/McDonalds/everyone else always wants you to supersize? Because they make more money.



    That's just the way it is.



    Of course, Apple could simply charge $899 for the fully loaded one and then take $20 off for each lower size (instead of taking $100 off for each reduction in storage capacity). The prices would then be $859, $879, and $899 instead of the current $699, $799, $899. They would be charging closer to cost for the upgrades. Surely that would make you happy, right?



    They're making it possible to buy in at a lower cost if you wish. Why do so many whiners see that as a negative?

     

     

    Why so quick to label his comment as "drivel" and the writer an "iHater"?

     

    You do know that many people are having problems with the new OS and it isn't just a matter of getting used to it?  

     

    https://discussions.apple.com/thread/5322295?start=0&tstart=0

     

    Do you have compassion for those users?  Or are they iHaters, drivel-posters, or just not as serious about getting stuff done as yourself and therefore lesser, or are they lesser because they have a medical condition that you don't?

     

    I'm a big fan of Apple, been a user since Apple IIe and an owner since MacPlus, bought the first iPhone (still have it).  Personally, I can't stand the new OS and choose not to update my phone.  My iPad mini, which I did update, is sitting unused.  I will admit that Apple can make mistakes.

  • Reply 171 of 204
    droidftwdroidftw Posts: 1,009member
    Quote:

    Originally Posted by Bergermeister View Post

     

     

    Personally, I can't stand the new OS and choose not to update my phone.


     

    The 3 GB file may already be on your phone waiting for you to install it.  At this time the only way to free up that space is to install iOS7.  http://news.cnet.com/8301-13579_3-57604701-37/ios-6-holdouts-complain-about-large-unwanted-ios-7-download/

  • Reply 172 of 204
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by Bergermeister View Post

     

     

    Why so quick to label his comment as "drivel" and the writer an "iHater"?

     

    You do know that many people are having problems with the new OS and it isn't just a matter of getting used to it?  

     

    https://discussions.apple.com/thread/5322295?start=0&tstart=0

     

    Do you have compassion for those users?  Or are they iHaters, drivel-posters, or just not as serious about getting stuff done as yourself and therefore lesser, or are they lesser because they have a medical condition that you don't?

     

    I'm a big fan of Apple, been a user since Apple IIe and an owner since MacPlus, bought the first iPhone (still have it).  Personally, I can't stand the new OS and choose not to update my phone.  My iPad mini, which I did update, is sitting unused.  I will admit that Apple can make mistakes.


    Well, thanks for the support. My post probably did have a bit of hyperbole in it and I will probably learn to ignore the ugliness of iOS 7 just as jragosta admitted he did after confirming he did not like the appearance either. I can only chuckle at being called an iHater with all the Apple gear I have. My friends think I'm the ultimate Apple fan boy.

     

    The one thing I was really hoping for was that Siri would finally be able to continue a discussion in context which some early beta testers confirm worked. Sadly it still doesn't for me, in fact in a way it is worse. In the few tests I performed by asking specific questions Siri just said here's what I found and brought up a Wikipedia page, never bothering to answer the question.

     

    For example Siri still doesn't know anything about the first question if you follow up with another such as "Who is the president of the United States?" Siri gets that but if you immediately follow up with "What is his middle name?" Siri instead brings up my own contact information. I have tried similar questioning in a number of different scenarios and Siri just never retains the initial query to be used for follow up questions. The best Siri can do is say "My web search turned this up".

     

    If you are planning to rely on Siri for anything other than turn by turn while you are driving, forget about it, as you will only get textual data on the screen which of course is useless while driving a car.

  • Reply 173 of 204
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by jragosta View Post



    I think it's hilarious how the iHaters accuse Apple fans of being all about style over substance - and then they spend so much time posting drivel like the above.

    I bet you don't have one of these stylish $500 t-shirts.

     

     

    Ha Ha Accidental purple haze.

  • Reply 174 of 204
    rogifanrogifan Posts: 10,669member
    How many is "many people"? Over 200 million devices have upgraded. Fastest iOS upgrade rate ever. Mixpanel has adoption rate at over 65% now. I'm sorry but just like the motion sickness story has been overblown I think the dislike of iOS 7 has as well. You don't get adoption rates like that with something everybody supposedly hates. And there has been a lot of discussion about iOS 7 since WWDC so it's not like the majority of people are completly clueless about it or wouldn't have heard via word of mouth no to upgrade if it was that bad. Go back to when Mac OS X was first announced. People hated that too. And there wasn't universal love for Aqua.

    iOS 7 certainly isn't perfect, but I think of it as version 1.0 software of Apple 3.0. I think Apple is moving in the right direction. Here's what Jony Ive said in that Businessweek interview (which happened the day after the 5S/C announcement):

    [QUOTE]"And I think yesterday the whole story starts to emerge. Of course, it’s not the complete one. We didn’t stop working months ago, but it’s the beginning. You know, it’s the beginning of the story."
    [/QUOTE]

    Like he says its the beginning of the story.
  • Reply 175 of 204
    Quote:
    Originally Posted by Rogifan View Post





    So when Apple announced the retina iPhone, iPad and MacBook Pro was that all about specs? Fact is there are tablets cheaper than the iPad mini that have better displays. And these aren't shitty tablets that are thick and heavy and get crappy battery life. IMO display is the one spec average consumers can understand because they see it with their eyes. All iPhone models have retina display. iPod touch has retina display. Yet some people think its perfectly acceptable that the iPad mini doesn't. I don't get it.

     

    Yea but when you say "people" i'm pretty sure you're talking about people on these forums that know the difference. You're not talking about the general consumer which for the most part doesn't even understand the difference between retina and non-retina. I personally want a retina iPad Mini myself, I held off my purchase last year to wait for it. But I know a ton of people who went right out and bought one not having any clue that it had a non-retina display....and these are people that own iPhones which have a retina displays. To them it made no difference whatsoever.

  • Reply 176 of 204
    Quote:
    Originally Posted by Rogifan View Post



    How many is "many people"? Over 200 million devices have upgraded. Fastest iOS upgrade rate ever. Mixpanel has adoption rate at over 65% now. I'm sorry but just like the motion sickness story has been overblown I think the dislike of iOS 7 has as well. You don't get adoption rates like that with something everybody supposedly hates. And there has been a lot of discussion about iOS 7 since WWDC so it's not like the majority of people are completly clueless about it or wouldn't have heard via word of mouth no to upgrade if it was that bad. Go back to when Mac OS X was first announced. People hated that too. And there wasn't universal love for Aqua.



    iOS 7 certainly isn't perfect, but I think of it as version 1.0 software of Apple 3.0. I think Apple is moving in the right direction. Here's what Jony Ive said in that Businessweek interview (which happened the day after the 5S/C announcement):

    Like he says its the beginning of the story.

     

    Yes, adoption rates are high.  I'm not denying that.  I also don't deny that a lot of users like the new OS.  That is all well and great.

     

    There is a problem with the vertigo; I saw firsthand someone experience it.  It is there.  It is not being overblown; if anything, lots of super fans are brushing it off.  For the people who suffer from it, it is serious stuff.  It is also something that has been known for years.  

     

    Those who already have problems with their eyes need to proceed cautiously towards OS7.  They need to try it, first, for a while to see if it triggers their condition.  If it does, they shouldn't update.  But then they lose storage space on their current device because it automatically downloads the new OS.

     

    For many who have updated, they face a serious situation.  Continue trying to use OS7 and risk triggering their condition or switch platforms, losing money in the process.  Apple could lose customers, and satisfaction ratings. (But, they are gaining lots of new young customers so for them, it's business...) 

     

    I would hope that Apple, being a huge, rich corporation, would consider the well-being of its customers and make an option for people to return to OS6, and put out a simple warning say that the OS uses motion and that if you could be bothered by that you may want to try it first (or something like that).  Everybody wins.

     

    Sadly, I doubt they will.

     

    Simply on the appearance of the OS, not due to vertigo, I am not updating my phone nor my iPad.  Alas, I will not.   I was hoping to buy a new iPad this winter, but Apple lost that sale.  Yeah, a single sale.  But from a very long-time Apple evangelist.  Who can no longer recommend iOS or iDevices.

  • Reply 177 of 204
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by Bergermeister View Post

     

     

    Simply on the appearance of the OS, not due to vertigo, I am not updating my phone nor my iPad.  Alas, I will not.   I was hoping to buy a new iPad this winter, but Apple lost that sale.  Yeah, a single sale.  But from a very long-time Apple evangelist.  Who can no longer recommend iOS or iDevices.


     

    I'm mostly with you on this, just like the change to FCP X which I bought but have never used in favor of my familiar FCP.

  • Reply 178 of 204
    "Apple release new IPad 5g (full) with top notch quality, and IPad mine 2g with all the features of IPad 3&(mostly)4th generation worth double any android tablets(yet only about 60% more cost" market goes back to how it should.
  • Reply 179 of 204
    jungmarkjungmark Posts: 6,927member

    Those who already have problems with their eyes need to proceed cautiously towards OS7.  They need to try it, first, for a while to see if it triggers their condition.  If it does, they shouldn't update.  But then they lose storage space on their current device because it automatically downloads the new OS.

    For many who have updated, they face a serious situation.  Continue trying to use OS7 and risk triggering their condition or switch platforms, losing money in the process.  Apple could lose customers, and satisfaction ratings. (But, they are gaining lots of new young customers so for them, it's business...) 

    I would hope that Apple, being a huge, rich corporation, would consider the well-being of its customers and make an option for people to return to OS6, and put out a simple warning say that the OS uses motion and that if you could be bothered by that you may want to try it first (or something like that).  Everybody wins.

    Sadly, I doubt they will.

    Simply on the appearance of the OS, not due to vertigo, I am not updating my phone nor my iPad.  Alas, I will not.   I was hoping to buy a new iPad this winter, but Apple lost that sale.  Yeah, a single sale.  But from a very long-time Apple evangelist.  Who can no longer recommend iOS or iDevices.

    Just like you won't buy it for looks, I bet others will buy it for looks.

    As for the motion, I upgraded and I've adapted to the motion. I just don't look at the phone when I launch an app.

    Going back to iOS 6 is not an option. People complained about OS X when it was first released.
  • Reply 180 of 204
    Quote:
    Originally Posted by jungmark View Post





    Just like you won't buy it for looks, I bet others will buy it for looks.



    As for the motion, I upgraded and I've adapted to the motion. I just don't look at the phone when I launch an app.



    Going back to iOS 6 is not an option. People complained about OS X when it was first released.

     

    1) I agree.

     

    2) That suggests a not completely happy customer who has found a work around that works for them

     

    3) The problem is not not-liking the new OS and complaining; it is not being able to use it.  Thus the people who have vertigo that is triggered by their phones that they have updated have lost the ability to use their phones.  I would hope Apple would like them to continue using their phones happily by allowing them to return to 6.  Or they will have to change devices at their own personal cost...

     

    I am not discussing new buyers.  They should take care in choosing their device.  I am including, however, those people who get the auto update, click OK and then cannot use their phone.  The updates usually say "recommended for all users"...

Sign In or Register to comment.