Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Well, at least we now know you are not the Devil. Your post is lacking in a lot of detail.
Every report I've seen, Apple is the "5G" leader in 1st Q 2021 market share with about 40% of the 5G units sold, (in the 1st Q of 2021).
You may be surprise (shock even), to know that there is usually a massive loss of sales (with nearly every company dealing in retail) every 1st Q of the year, when comparing QoQ. That's because the 1st Q of the year comes after the Holiday Q of the last year. The Holiday Q is usually the Q with the highest sales of the year for any company dealing in retail. This is why investors compare year to year Q. Apple is up 100% in units sold when compared to 1st Q of 2020. But it's down 23% when compared to 4th Q of 2020. Which is expected coming off a good Holiday Q. No real bad news there. Nor a surprise for the knowledgable investors. And hold on to your hat, this might come as even a bigger shock to you. Apple's 2nd Q of the year is usually their slowest Q. So Apple might even report more loses QoQ. But still maintain a sizable gain when comparing YoY Q. (Even that might not be a fair comparison as in the 2nd Q of 2020, we were in the middle of the pandemic and sales were exceptionally down for everyone, everywhere.)
Then you got it wrong about claiming that Apple was not the 5G handset leader in Q1 2021. Apple for sure was the 5G leader in marketshare in Q1 of 2021. What Apple wasn't, was the leader in all smartphones sold. As usual, that belongs to Samsung with 22%. Apple was second with 17%. In case you are unaware (and might even be shocked), not all smartphones sold in 1st Q of 2021 were 5G. (I'm pretty sure Apple discontinued all non 5G iPhones by the end of 2020, but not sure. Maybe they still sold old inventory in 1st Q)
The devil is in the details of the link posted in the article! Did you read it?
Yes. I'm fully aware of the cyclical nature of pent up demand, blow out quarter and subsequent reality check in later quarters and why it makes tiny snapshots meaningless!
I didn't spell it out because I thought it was stating the obvious. I mention the same points almost every single year when someone like Beats chimes in with a post just like the one I was replying to here. So, in the context of my reply, QoQ statements are very relevant because that is a key metric used in the linked article.
This article refers to Strategy Analytics. My comment referred to Strategy Analytics.
You are right. I am not the devil but you are wrong in your 5G claims all the same.
The devil is in realising that OPPO and VIVO belong to the same company (BBK Electronics Corporation) . Let's not even throw in OnePlus or Realme, right?
But no where in the SA article or anyone else that used the SA article as reference, did they report that .... "Apple is seeing massive QoQ losses already .....". Those are your words and the way YOU saw it. Not the way SA or anyone else saw it and reported it. SA only stated that Apple market share "dipped "23% in the 1st Q of 2021, QoQ. And they know most of the "dip" was to be expected after reporting Apple "blowout" Holiday 4th Q 2020, when Apple had over 40% marketshare of 5G phones (globally). More 5G marketshare than OPPO, Vivo, Samsung and Xiaomi, combined. The 5G marketshare Apple "stole" from those phone makers in 4th Q, returned to them in the 1st, which accounted for their "rapid growth" and Apple rapid decline (in the 5G market), QoQ. And more marketshare will return to them in the 2nd Q 2021.
This AI article only reported Apple marketshare was down 23%, QoQ. Not "massively down" or "already down".
The devil once again.
You will notice I am not quoting Strategy Analytics anywhere. Yes, massive losses is my reading. If you personally see a 23% QoQ fall as a 'dip', you are free to do so. Don't mind me but don't try to tell me that nobody else saw that 23% as massive. You can't know but I think it's reasonable to see a 23% QoQ loss as anything but a 'dip'.
When I said 'according to Strategy Analytics' it means 'according to their numbers'. If I hadn't said that, someone would have popped their head up and said the numbers may as well be pie in the sky which of course would be a fair point, so I qualified the numbers.
What I didn't do is quote their comments, I drew your attention to the linked article which you have clearly bothered to read now.
The real point here is relevant to Q1 2021 and IMO you were wrong to say I was wrong in my comment on 5G handsets.
Instead of admitting your error or just saying nothing, now you are wrapping your position up in Q4 2020 and Q2 2021 data and completely ignoring the Q1 2021 numbers.
If I said the devil was in the details, it was for a reason.
Of for fucks sake,
Apple had a "massive" blowout first quarter in 2020, ended up with about 25% of all 5G sales for that year, which is pretty amazing considering the iPhone 11 was only available for a little over a single quarter, then had another "massive" blowout first quarter in 2021, ended up with 40% 5G marketshare, is now at 30% 5G marketshare, so a 23% 5G marketshare drop for its Q2 FY2021 isn't really indicative of anything other than Apple has sold 5G well into its base.
That to me looks like Apple has been leading 5G sales, and the others now look "very late", and are just now catching up. Such is your fixation on unit marketshare, and specifically, 5G share, because Apple YOY iPhone sales are up from $29B in Q2 2020 to $48B in Q2 2021.
Will you also complain if Apple ships 230 to 240 units at an ASP of $875, some $200B in iPhone revenue for FY 2021, because that is actually quite possible. It also makes the competition look threadbare...
You are not tackling what is on the table here. Re-read the comments.
No, what you are doing, is moving the goalposts to make it look like iPhone sales are off, which they aren't. As I stated, Apple actually launched late and captured "massive" 5G marketshare, and now, those also ran's are finally seeing some decent 5G sales. Meanwhile, Apple is making "massive" revenue off of the iPhone.
Funny, but you stated in the past that Apple was "late" to the 5G market, as if that was going to have negative consequences; it didn't, and it isn't.
No. I am responding directly to the claim that I was wrong in what I said.
Let me ask you directly. Was I incorrect?
The goalposts have not moved.
Please illuminate me on what I am missing.
No illumination necessary.
I said the devil was in the details of the data. That Apple wasn't the Q1 2021 #1 company with the 5G unit and marketshare lead.
It was BBK Electronic Corporation. How Strategy Analytics presents the data (which I have no issue with) is irrevelant.
I was clear in stating the details were important here.
That cannot be challenged. Where were the goalposts moved?
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the grouping of the BBK sales, one still has to marvel at how poorly the competition for Apple actually was, and is, and of course, there is no competition for Apple's revenue, or profits.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the BBK sales, one still has to marvel at how poorly the competition for Apple actually was.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
So. Was I right or wrong in what I said?
You came to post here surely because of that and I asked you directly. You said I moved the goalposts.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the grouping of the BBK sales, one still has to marvel at how poorly the competition for Apple actually was, and is, and of course, there is no competition for Apple's revenue, or profits.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
Competition wasn't poor. The 5G roll out was a normal roll out and well ahead of Apple.
Technically, it was better than Apple's. Way better! A full 5G generation better with everything that an on SoC modem offers.
Huawei made no mistakes in strategy. It's chip fabrication strategy is exactly the same as Apple's. The difference is having a government use extra-territorial reach to try and cripple you. That strategy may well prove to be disastrous for the US as Huawei is simply doing more on its own and actively working to eliminate US tech from its supply lines. It will take time but when it happens the US semi-conductor industry might never be the same again.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the grouping of the BBK sales, one still has to marvel at how poorly the competition for Apple actually was, and is, and of course, there is no competition for Apple's revenue, or profits.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
Competition wasn't poor. The 5G roll out was a normal roll out and well ahead of Apple.
Technically, it was better than Apple's. Way better! A full 5G generation better with everything that an on SoC modem offers.
Huawei made no mistakes in strategy. It's chip fabrication strategy is exactly the same as Apple's. The difference is having a government use extra-territorial reach to try and cripple you. That strategy may well prove to be disastrous for the US as Huawei is simply doing more on its own and actively working to eliminate US tech from its supply lines. It will take time but when it happens the US semi-conductor industry might never be the same again.
2 years ahead and still behind. This tells me Apple wasn’t “late” but just in time.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the grouping of the BBK sales, one still has to marvel at how poorly the competition for Apple actually was, and is, and of course, there is no competition for Apple's revenue, or profits.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
Competition wasn't poor. The 5G roll out was a normal roll out and well ahead of Apple.
Technically, it was better than Apple's. Way better! A full 5G generation better with everything that an on SoC modem offers.
Huawei made no mistakes in strategy. It's chip fabrication strategy is exactly the same as Apple's. The difference is having a government use extra-territorial reach to try and cripple you. That strategy may well prove to be disastrous for the US as Huawei is simply doing more on its own and actively working to eliminate US tech from its supply lines. It will take time but when it happens the US semi-conductor industry might never be the same again.
2 years ahead and still behind. This tells me Apple wasn’t “late” but just in time.
Re-read what I wrote. Apple wasn't 'just in time' . If anything it had to scramble to bring a solution to market that is a full generation behind the competition and nowhere near as integrated.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the grouping of the BBK sales, one still has to marvel at how poorly the competition for Apple actually was, and is, and of course, there is no competition for Apple's revenue, or profits.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
Competition wasn't poor. The 5G roll out was a normal roll out and well ahead of Apple.
Technically, it was better than Apple's. Way better! A full 5G generation better with everything that an on SoC modem offers.
Huawei made no mistakes in strategy. It's chip fabrication strategy is exactly the same as Apple's. The difference is having a government use extra-territorial reach to try and cripple you. That strategy may well prove to be disastrous for the US as Huawei is simply doing more on its own and actively working to eliminate US tech from its supply lines. It will take time but when it happens the US semi-conductor industry might never be the same again.
2 years ahead and still behind. This tells me Apple wasn’t “late” but just in time.
Re-read what I wrote. Apple wasn't 'just in time' . If anything it had to scramble to bring a solution to market that is a full generation behind the competition and nowhere near as integrated.
Beating a dead horse.
That ship sailed.
You seem unable to understand that Apple "survived" the great 5G modem extinction event, and consumers continue to be ecstatic about Apple iPhone, to the point that you are freaking out in an attempt to paint Apple in a doom and gloom scenario. Most people are unimpressed with 5G, and consider it overhyped, as I do, so your "concern" about Apple's 5G modem technology is a whiff.
Fact, Android 5G devices were selling relatively poorly for a year, and iPhone was selling "massively', so now you're attempting to paint Apple as failing because Android 5G devices finally seem to be catching up.
Take the win on marketshare, but please stop with the alternate universe where Apple failed.
Meanwhile, iPhones continue to sell, very, very, well.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Nope, not late. I have a 5G iPhone and give two shits about that feature — I couldn’t even use it for most the time I’ve had it due AT&T wanted me to upgrade my plan to use it. I switched to Mint because it’s a much better carrier ($15/mo) and have 5G now, but it hasn’t changed my life or even my use cases whatsoever. No change.
I know having 5G earlier was what you laid you head to sleep on for so long, but it’s totally meaningless for most people right now. Yawn.
Yes. Late. There is no questioning that. It's a material fact.
The importance or not that you personally put onto that is something else.
I, again, personally, think it was part of a huge strategic error. One which saw Intel fail to deliver on time and required Apple to totally re-think its situation with Qualcomm.
You are free to think otherwise but Apple was late to 5G.
Apple suffered absolutely no negative consequences, so no, it wasn't "a huge strategic error". Certainly, there was risk involved in meeting the fall 2020 deadline, but we already know how that worked out.
Would you admit that Apple was the best selling 5G manufacturer for the better part of a year, or are you going go with, but, but, Vivo, and Oppo have the same parent company so they should be counted together. I personally don't care how you do it, but you then have to consider that Apple dominates revenue, ASP, and Margin, because those are all related to profitability, and Apple is untouchable.
How can you know Apple suffered no negative consequences? Only Apple and Qualcomm can answer that.
The rest is opinion. My opinion is that Apple was taking a years long global court battle to its ultimate consequences but found itself in a strategic 5G dilemma and had to take some huge decisions. It was looking at probably a few years without 5G.
Did Apple suffer sales losses by delivering a year later than the first Android models did? No.
There is absolutely no evidence of that, and there was no alternate universe where Apple didn't have 5G in 2020.
More to the point, how fucked up is the Android OEM world that Apple can start delivering 5G models a year late, and end up peaking at 40% marketshare 9 months later. Perhaps you should reflect on that.
Here's what happens in an alternate universe when Titanic doesn't hit an iceberg, and therefore doesn't sink;
No 11 Oscar wins for the film that isn't made.
Nothing is 'fucked up'. It's a textbook example of why nobody should be drawing conclusions on such tiny snapshots of activity.
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Even given the grouping of the BBK sales, one still has to marvel at how poorly the competition for Apple actually was, and is, and of course, there is no competition for Apple's revenue, or profits.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
Competition wasn't poor. The 5G roll out was a normal roll out and well ahead of Apple.
Technically, it was better than Apple's. Way better! A full 5G generation better with everything that an on SoC modem offers.
Huawei made no mistakes in strategy. It's chip fabrication strategy is exactly the same as Apple's. The difference is having a government use extra-territorial reach to try and cripple you. That strategy may well prove to be disastrous for the US as Huawei is simply doing more on its own and actively working to eliminate US tech from its supply lines. It will take time but when it happens the US semi-conductor industry might never be the same again.
2 years ahead and still behind. This tells me Apple wasn’t “late” but just in time.
Re-read what I wrote. Apple wasn't 'just in time' . If anything it had to scramble to bring a solution to market that is a full generation behind the competition and nowhere near as integrated.
Beating a dead horse.
That ship sailed.
You seem unable to understand that Apple "survived" the great 5G modem extinction event, and consumers continue to be ecstatic about Apple iPhone, to the point that you are freaking out in an attempt to paint Apple in a doom and gloom scenario. Most people are unimpressed with 5G, and consider it overhyped, as I do, so your "concern" about Apple's 5G modem technology is a whiff.
Fact, Android 5G devices were selling relatively poorly for a year, and iPhone was selling "massively', so now you're attempting to paint Apple as failing because Android 5G devices finally seem to be catching up.
Take the win on marketshare, but please stop with the alternate universe where Apple failed.
Meanwhile, iPhones continue to sell, very, very, well.
Selling relatively poorly? Where did you get that from? AFAIK no one even established targets and then COVID-19 came along.
And you ignore the fact that having an old X55 bolted on brought serious compromises in other non-5G related areas.
You haven't answered my questions either so I'll take your refusal to answer as tacit admission that you were wrong and your only reason for jumping in here in the first place and the way you did it, was bluster. Actual substance in your words was severely lacking but that was clear from the beginning. Whenever you start a rant with "for fucks sake" it's a sign that you have little or nothing to offer.
This piece is crystal clear and (using Strategy Analytics' numbers) my observations are unquestionable.
The only thing that is open to interpretation is the choice of title and if it should have read 'bite into' Apple instead of 'eat into'.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Haha you were the first to respond and funnily enough you were the first person I thought of when I read the article. You had post after post trashing Apple for not adopting 5G earlier and praising Huawei the king copycat of Apple.
Apple being “late” took the #1 spot. That tells me they weren’t late but just in time!!
Huawei came to the party so early they were setting up the speakers and tripping over the cords before anyone arrived. Apple was the special guest, the speaker, the star of the show: JUST IN TIME!
Re-read my comments.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Haha you were the first to respond and funnily enough you were the first person I thought of when I read the article. You had post after post trashing Apple for not adopting 5G earlier and praising Huawei the king copycat of Apple.
Apple being “late” took the #1 spot. That tells me they weren’t late but just in time!!
Huawei came to the party so early they were setting up the speakers and tripping over the cords before anyone arrived. Apple was the special guest, the speaker, the star of the show: JUST IN TIME!
Re-read my comments.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Haha you were the first to respond and funnily enough you were the first person I thought of when I read the article. You had post after post trashing Apple for not adopting 5G earlier and praising Huawei the king copycat of Apple.
Apple being “late” took the #1 spot. That tells me they weren’t late but just in time!!
Huawei came to the party so early they were setting up the speakers and tripping over the cords before anyone arrived. Apple was the special guest, the speaker, the star of the show: JUST IN TIME!
Re-read my comments.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
Apple's CE products will depend on infrastructure technologies the likes of Huawei are developing.
If I had a dollar for every time you post "Huawei" in an AI forum...
Yeah, wouldn't it be amazing if I didn't have to correct the ill thought out often crazy things people say.
I mentioned Huawei in ONE line because it was entirely relevant to the 5G handset market. And I mentioned it in passing (the last line).
There is absolutely no doubt that Huawei's Kirin 5G chipset sales would have had an enormous and direct impact on Q4 2020 and Q1 2021 shipments.
That is relevant to the overall picture but then someone comes along and says something that is not only totally off base, it is totally incorrect too.
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Haha you were the first to respond and funnily enough you were the first person I thought of when I read the article. You had post after post trashing Apple for not adopting 5G earlier and praising Huawei the king copycat of Apple.
Apple being “late” took the #1 spot. That tells me they weren’t late but just in time!!
Huawei came to the party so early they were setting up the speakers and tripping over the cords before anyone arrived. Apple was the special guest, the speaker, the star of the show: JUST IN TIME!
Re-read my comments.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
Apple's CE products will depend on infrastructure technologies the likes of Huawei are developing.
If I had a dollar for every time you post "Huawei" in an AI forum...
Yeah, wouldn't it be amazing if I didn't have to correct the ill thought out often crazy things people say.
I mentioned Huawei in ONE line because it was entirely relevant to the 5G handset market. And I mentioned it in passing (the last line).
There is absolutely no doubt that Huawei's Kirin 5G chipset sales would have had an enormous and direct impact on Q4 2020 and Q1 2021 shipments.
That is relevant to the overall picture but then someone comes along and says something that is not only totally off base, it is totally incorrect too.
For fuck sake, give it up with your alternate universe.
You still can't acknowledge that there was no negative consequences for Apple coming in "late" to the market, and given that Huawei was still viable through last year, how was it possible that Apple ended up with 25% of 2020 5G marketshare after the introduction of the iPhone 12? Nor has there been any issue from consumers with regard to Apple's 5G technology, that you continually scoff at.
That could only have happened if the 5G market for Android was still nascent, in which case, by definition, Apple wasn't actually late. You blame that on COVID, yet Apple saw no downside, so perhaps, this has more to do with the demographics of Apple consumers vs that of Android OS consumers. Proof of that is the Apple's YOY growth in iPhone revenue was exceptional for the first quarter 2021, and continues to exceed expectations, and yet, Android 5G device sales finally sees rapid growth.
So, no, Apple marketshare is fine, thanks very much, just that Android 5G device sales were so pathetic for so much of 2020, that it gave Apple an unusually high marketshare thru 2020, which is now normalizing. Surely you can acknowledge that while you accept the trophy for BKK 1st place in marketshare for the quarter, finally!
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Haha you were the first to respond and funnily enough you were the first person I thought of when I read the article. You had post after post trashing Apple for not adopting 5G earlier and praising Huawei the king copycat of Apple.
Apple being “late” took the #1 spot. That tells me they weren’t late but just in time!!
Huawei came to the party so early they were setting up the speakers and tripping over the cords before anyone arrived. Apple was the special guest, the speaker, the star of the show: JUST IN TIME!
Re-read my comments.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
Apple's CE products will depend on infrastructure technologies the likes of Huawei are developing.
If I had a dollar for every time you post "Huawei" in an AI forum...
Yeah, wouldn't it be amazing if I didn't have to correct the ill thought out often crazy things people say.
I mentioned Huawei in ONE line because it was entirely relevant to the 5G handset market. And I mentioned it in passing (the last line).
There is absolutely no doubt that Huawei's Kirin 5G chipset sales would have had an enormous and direct impact on Q4 2020 and Q1 2021 shipments.
That is relevant to the overall picture but then someone comes along and says something that is not only totally off base, it is totally incorrect too.
For fuck sake, give it up with your alternate universe.
You still can't acknowledge that there was no negative consequences for Apple coming in "late" to the market, and given that Huawei was still viable through September of last year, how was it possible that Apple ended up with 25% of 2020 5G marketshare after the introduction of the iPhone 12? Nor has there been any issue from consumers with regard to Apple's 5G technology, that you continually scoff at.
That could only have happened if the 5G market for Android was still nascent, in which case, by definition, Apple wasn't actually late. You blame that on COVID, yet Apple saw no downside, so perhaps, this has more to do the the demographics of Apple consumers vs that of Android OS consumers. Proof of that is the Apple's YOY growth in iPhone revenue was exceptional for the first quarter 2021, and continues to exceed expectations, and yet, Android 5G device sales finally sees rapid growth.
So, no, Apple marketshare is fine, thanks very much, just that Android 5G device sales were so pathetic for so much of 2020, that it gave Apple an unusually high marketshare thru 2020, which is now normalizing. Surely you can acknowledge that while you accept the trophy for BKK 1st place in marketshare for the quarter, finally!
There you go again. I've responded to your comments already. Why persist?
Re-read what I said. It is crystal clear.
And why not just answer my direct questions to you?
Wait a minute… 5G “Late” Apple is #1 in market share?? Aaahahahahaha!!!!
Late? Most definitely!
Q3 2020 saw Apple with zero in units shipped and of course marketshare.
Fast forward to Q1 of 2021 and, according to Strategy Analytics, Apple is seeing massive QoQ losses already both in unit shipments and marketshare.
And you may be surprised (shocked even!) to know that even in Q1 2021, Apple is not the #1 company for 5G handset marketshare or units shipped. The devil is in the details.
And all this with Huawei being unable to compete.
Haha you were the first to respond and funnily enough you were the first person I thought of when I read the article. You had post after post trashing Apple for not adopting 5G earlier and praising Huawei the king copycat of Apple.
Apple being “late” took the #1 spot. That tells me they weren’t late but just in time!!
Huawei came to the party so early they were setting up the speakers and tripping over the cords before anyone arrived. Apple was the special guest, the speaker, the star of the show: JUST IN TIME!
Re-read my comments.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
Apple's CE products will depend on infrastructure technologies the likes of Huawei are developing.
If I had a dollar for every time you post "Huawei" in an AI forum...
Yeah, wouldn't it be amazing if I didn't have to correct the ill thought out often crazy things people say.
I mentioned Huawei in ONE line because it was entirely relevant to the 5G handset market. And I mentioned it in passing (the last line).
There is absolutely no doubt that Huawei's Kirin 5G chipset sales would have had an enormous and direct impact on Q4 2020 and Q1 2021 shipments.
That is relevant to the overall picture but then someone comes along and says something that is not only totally off base, it is totally incorrect too.
For fuck sake, give it up with your alternate universe.
You still can't acknowledge that there was no negative consequences for Apple coming in "late" to the market, and given that Huawei was still viable through September of last year, how was it possible that Apple ended up with 25% of 2020 5G marketshare after the introduction of the iPhone 12? Nor has there been any issue from consumers with regard to Apple's 5G technology, that you continually scoff at.
That could only have happened if the 5G market for Android was still nascent, in which case, by definition, Apple wasn't actually late. You blame that on COVID, yet Apple saw no downside, so perhaps, this has more to do the the demographics of Apple consumers vs that of Android OS consumers. Proof of that is the Apple's YOY growth in iPhone revenue was exceptional for the first quarter 2021, and continues to exceed expectations, and yet, Android 5G device sales finally sees rapid growth.
So, no, Apple marketshare is fine, thanks very much, just that Android 5G device sales were so pathetic for so much of 2020, that it gave Apple an unusually high marketshare thru 2020, which is now normalizing. Surely you can acknowledge that while you accept the trophy for BKK 1st place in marketshare for the quarter, finally!
There you go again. I've responded to your comments already. Why persist?
Re-read what I said. It is crystal clear.
And why not just answer my direct questions to you?
Then, let it go.
Because you still fail to understand the marketplace.
See Q4, where there is no doubt that Apple was the leader, even bundling Oppo and Vivo together.
Then tell me how that happened, other than Android 5G sales being pathetic.
Comments
I said the devil was in the details of the data. That Apple wasn't the Q1 2021 #1 company with the 5G unit and marketshare lead.
It was BBK Electronic Corporation. How Strategy Analytics presents the data (which I have no issue with) is irrevelant.
I was clear in stating the details were important here.
That cannot be challenged. Where were the goalposts moved?
Pent up demand, more iPhone models available, the usual blowout quarter.
There have been other unusual factors in play too. No Huawei competition. COVID.
Huawei had a bad strategy. They realized too late that the benefits of close association with the CCP had its downsides.
You came to post here surely because of that and I asked you directly. You said I moved the goalposts.
How about an answer?
Technically, it was better than Apple's. Way better! A full 5G generation better with everything that an on SoC modem offers.
Huawei made no mistakes in strategy. It's chip fabrication strategy is exactly the same as Apple's. The difference is having a government use extra-territorial reach to try and cripple you. That strategy may well prove to be disastrous for the US as Huawei is simply doing more on its own and actively working to eliminate US tech from its supply lines. It will take time but when it happens the US semi-conductor industry might never be the same again.
That ship sailed.
You seem unable to understand that Apple "survived" the great 5G modem extinction event, and consumers continue to be ecstatic about Apple iPhone, to the point that you are freaking out in an attempt to paint Apple in a doom and gloom scenario. Most people are unimpressed with 5G, and consider it overhyped, as I do, so your "concern" about Apple's 5G modem technology is a whiff.
Fact, Android 5G devices were selling relatively poorly for a year, and iPhone was selling "massively', so now you're attempting to paint Apple as failing because Android 5G devices finally seem to be catching up.
Take the win on marketshare, but please stop with the alternate universe where Apple failed.
Meanwhile, iPhones continue to sell, very, very, well.
And you ignore the fact that having an old X55 bolted on brought serious compromises in other non-5G related areas.
You haven't answered my questions either so I'll take your refusal to answer as tacit admission that you were wrong and your only reason for jumping in here in the first place and the way you did it, was bluster. Actual substance in your words was severely lacking but that was clear from the beginning. Whenever you start a rant with "for fucks sake" it's a sign that you have little or nothing to offer.
This piece is crystal clear and (using Strategy Analytics' numbers) my observations are unquestionable.
The only thing that is open to interpretation is the choice of title and if it should have read 'bite into' Apple instead of 'eat into'.
Especially the one directed squarely at you.
Isn't it ironic that you still don't get it?
Apple wasn't the #1 company, not even in Strategy Analytics' numbers.
What part is confusing you?
As for 'parties' , you do realise that Huawei was developing 5G in 2009, right? And that Apple is paying millions to Huawei for its patents. You do realise that when Apple was designing COVID 'masks' , Huawei was using 5G to send lung scans to its homegrown AI cloud clusters for diagnosis. That it is providing 5G solutions for aviation, mining, farming, ports, fintech, energy science and health. That it is present in self driving cars.
That it has just set new records for transmission over fibre. It has recently announced improvements to lossless ethernet.
That it just released HarmonyOS and Midea (one of the world's largest appliance makers) has said that almost all of its products will support it.
Open the window of your Apple CE bubble and take a peak outside!
https://www.huawei.com/en/news/2021/6/first-single-wavelength-european-operator-dci-dwdm-1dot6t
https://oltnews.com/huawei-launches-nof-lossless-ethernet-storage-networking-solution-to-drive-digital-finance-innovation-prnewswire
https://blocksandfiles.com/2021/04/14/huawei-denser-storage-systems/
Apple's CE products will depend on infrastructure technologies the likes of Huawei are developing.
I mentioned Huawei in ONE line because it was entirely relevant to the 5G handset market. And I mentioned it in passing (the last line).
There is absolutely no doubt that Huawei's Kirin 5G chipset sales would have had an enormous and direct impact on Q4 2020 and Q1 2021 shipments.
That is relevant to the overall picture but then someone comes along and says something that is not only totally off base, it is totally incorrect too.
You still can't acknowledge that there was no negative consequences for Apple coming in "late" to the market, and given that Huawei was still viable through last year, how was it possible that Apple ended up with 25% of 2020 5G marketshare after the introduction of the iPhone 12? Nor has there been any issue from consumers with regard to Apple's 5G technology, that you continually scoff at.
That could only have happened if the 5G market for Android was still nascent, in which case, by definition, Apple wasn't actually late. You blame that on COVID, yet Apple saw no downside, so perhaps, this has more to do with the demographics of Apple consumers vs that of Android OS consumers.
Proof of that is the Apple's YOY growth in iPhone revenue was exceptional for the first quarter 2021, and continues to exceed expectations, and yet, Android 5G device sales finally sees rapid growth.
So, no, Apple marketshare is fine, thanks very much, just that Android 5G device sales were so pathetic for so much of 2020, that it gave Apple an unusually high marketshare thru 2020, which is now normalizing. Surely you can acknowledge that while you accept the trophy for BKK 1st place in marketshare for the quarter, finally!
Re-read what I said. It is crystal clear.
And why not just answer my direct questions to you?
Then, let it go.
See Q4, where there is no doubt that Apple was the leader, even bundling Oppo and Vivo together.
Then tell me how that happened, other than Android 5G sales being pathetic.