Apple thrives in India, China for Q2 despite COVID-19 effects

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  • Reply 21 of 23
    avon b7avon b7 Posts: 8,329member
    tmay said:
    avon b7 said:
    avon b7 said:
    Apple became the world’s most valuable company by following a simple strategy: focus on value not volume, profits not market share, customer service not cheap tech specs, ecosystem not one-off products & services, patience not run-and-grab, and in the meantime, leave the cheap sh** to competitors who can have at it to their hearts’ content.

    No need to think that strategy or its outcome will be any different in India or China.
    Again. This is about iPhone. Not Apple's wider business. And I am referring to iPhone in China. 

    Apple adjusted prices downwards worldwide but allowed Chinese retailers to add further discounts. This even before COVID-19 struck. 

    China has been a problem for Apple and its strategy wasn't really moving the needle there. Now we have another stab at a low cost iPhone (SE) while competitors move into Apple's preferred territory. This from the IDC article linked here:

    "Huawei continued to capture a higher market share at 45.2% with its strong brand image and well-rounded product portfolio. The vendor successfully targeted the US$300-600 segment with its Huawei nova 7 and Honor 30 series, and enhanced its premium position with the Huawei P40 Pro series"

    That is a two pronged assault that has reaped rewards. 

    And an that well-rounded product portfolio obviously includes something for everyone, including 5G.

    From September onwards there will be severe market distortion because Trump is trying to cut off Huawei's chip supply and that will obviously aide Apple (if China doesn't go into tit for tat mode and pull the rug out from under Apple) combined with finally having 5G on board. 

    I honestly didn't give much a look at -- let alone read of -- what you said, since I assumed it was the same usual blather. I was simply responding to the article.

    Stop being so full of yourself.
    You just wasted your time, then. 

    What is a discussion forum for if not to discuss? If you start writing without even reading what you are replying to, you are not doing yourself any favours.

    That's your call though. 
    Apple's valuation increased substantially due to the results from China. Your opinion is still an outlier.
    I think you will find it has more to do with the next refresh and not to do with Chinese Q2 iPhone performance. 
    prismatics
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  • Reply 22 of 23
    Beatsbeats Posts: 3,073member
    avon b7 said:
    Beats said:
    avon b7 said:
    Any improvement is, well, an improvement but absolute sales (in IDC terms) were dismal for Apple.

    Of the almost 88 million handsets shipped during Q2, just over 7 million went to Apple. 

    The reasons for this are many (trade war, COVID-19, Huawei) but this point is crucial IMO:

    "In 2020Q2, almost half of the smartphones in China were shipped with 5G connectivity – ahead of other regions or countries" 

    Given the accelerating push on 5G in China, not having a 5G iPhone is clearly a limiting factor. 

    Apple's record-breaking quarter was fine. Apple reported record users in all categories.

    I'm starting to think you're the only person who cares about 5G.
    Except I was talking specifically China here, which is one of Apple's most important markets for its top product: iPhone. 

    We are not talking about other areas nor anything non-iPhone related. 

    Keep that in mind. 



    "Apple's record-breaking quarter was fine. Apple reported record users in all categories."

    This is what I said. This includes iPhone. This includes China.
    watto_cobra
     1Like 0Dislikes 0Informatives
  • Reply 23 of 23
    Beatsbeats Posts: 3,073member
    avon b7 said:
    Apple became the world’s most valuable company by following a simple strategy: focus on value not volume, profits not market share, customer service not cheap tech specs, ecosystem not one-off products & services, patience not run-and-grab, and in the meantime, leave the cheap sh** to competitors who can have at it to their hearts’ content.

    No need to think that strategy or its outcome will be any different in India or China.
    Again. This is about iPhone. Not Apple's wider business. And I am referring to iPhone in China. 

    Apple adjusted prices downwards worldwide but allowed Chinese retailers to add further discounts. This even before COVID-19 struck. 

    China has been a problem for Apple and its strategy wasn't really moving the needle there. Now we have another stab at a low cost iPhone (SE) while competitors move into Apple's preferred territory. This from the IDC article linked here:

    "Huawei continued to capture a higher market share at 45.2% with its strong brand image and well-rounded product portfolio. The vendor successfully targeted the US$300-600 segment with its Huawei nova 7 and Honor 30 series, and enhanced its premium position with the Huawei P40 Pro series"

    That is a two pronged assault that has reaped rewards. 

    And an that well-rounded product portfolio obviously includes something for everyone, including 5G.

    From September onwards there will be severe market distortion because Trump is trying to cut off Huawei's chip supply and that will obviously aide Apple (if China doesn't go into tit for tat mode and pull the rug out from under Apple) combined with finally having 5G on board. 

    I honestly didn't give much a look at -- let alone read of -- what you said, since I assumed it was the same usual blather. I was simply responding to the article.

    Stop being so full of yourself.

    "Huaweis cheap knockoffs are outselling Apple!"

    Pretty much sums up every post of his.

    At least Huaweis AirPods knockoffs are doing great in China.....
    Xedwatto_cobra
     2Likes 0Dislikes 0Informatives
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