iPhone's share of US smartphone market rises to 28 percent

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Comments

  • Reply 21 of 76
    melgrossmelgross Posts: 33,599member
    Quote:
    Originally Posted by TenoBell View Post


    There are reports that the phone is nearly in every country around the planet. Over seas sales are fine just in an unexpected way. If all 4 million phones stayed in the four countries with the four carriers they were intended we wouldn't be having this debate.



    Most of those phones around the planet seem to have come from sales here, in the USA. Which is why ATT has experienced about two million subscriptions, while Apple claimed many more sales here. Why don't you check facts instead of insisting on the same old incorrect thing?



    Quote:

    iPhones on sale in China clearly show their is a demand for it. Of course Chinese carriers want to fill that demand. I'm saying they are downplaying how much they want it because they don't want the revenue sharing deal.



    Right now, where phones are not available, there is a cache´ that won't last once the hones ARE available. The difference will be that the phones will be guaranteed by Apple, and whichever company takes them over. I feel sorry for people in these far flung places when their phones break down.



    I understand that they want any product that will sell. But the evidence is that the phone won't sell quite as well as was thought. For companies with vast numbers of customers, this phone sells to just a fairly small percentage. Unless Apple can figure out ways to bring the price down so that more can get it, sales will plateau. By charging the carriers monthly, the plans are more expensive than they would otherwise be. That doesn't help either.



    Some companies in some countries, esp China, are doggedly against revenue sharing. Apple must understand that.



    I've a feeling that in order to sell into these places, Apple will have to bite the bullet, and accept no more than what will be a face saving amount to cement the deals.
  • Reply 22 of 76
    tenobelltenobell Posts: 7,014member
    Quote:

    Most of those phones around the planet seem to have come from sales here, in the USA. Which is why ATT has experienced about two million subscriptions, while Apple claimed many more sales here. Why don't you check facts instead of insisting on the same old incorrect thing?



    Their aren't really any hard facts because we don't fully know how many grey market phones came from each country. Its logical that most would come from the US. If you are going to sell grey market phones the weak dollar will give you a better ROI than buying with the strong Euro or Pound.



    But none of this disputes that overall iPhone sales are good. Many of the phones sold have not produced long term contracts for Apple's carriers.



    The carriers must work within the market. They are forced to offer plans at prices that will convince people to not to unlock their phone to another carrier. Exampled by the change from O2.



    Quote:

    I've a feeling that in order to sell into these places, Apple will have to bite the bullet, and accept no more than what will be a face saving amount to cement the deals.



    When carriers give phones for free in exchange for long term contract, they have to pay the manufacturer something. The carrier is able to sell the iPhone at a premium price and charge a premium long term plan. Its simply getting the revenue sharing cost down to what they feel is worth the effort.
  • Reply 23 of 76
    melgrossmelgross Posts: 33,599member
    Quote:
    Originally Posted by TenoBell View Post


    When carriers give phones for free in exchange for long term contract, they have to pay the manufacturer something. The carrier is able to sell the iPhone at a premium price and charge a premium long term plan. Its simply getting the revenue sharing cost down to what they feel is worth the effort.



    When Carriers pay manufacturers for phones given away with contracts, they are making a payment for the phone. Whe carriers are paying Apple, they are giving Apple money up front as a bonus when the contract is initiated, and then paying every month for the life of the contract.



    The carriers pay the manufacturer the wholesale price of the phones, which is about 50% of the list, assuming the list isn't inflated in the first place, whic it could be.



    But Apple is likely getting much more from the carriers than are other manufacturers, raising our prices overall higher than they would have been.
  • Reply 24 of 76
    tenobelltenobell Posts: 7,014member
    Quote:

    But Apple is likely getting much more from the carriers than are other manufacturers,



    Speaking of facts, we don't know how much they are paying Apple.



    Quote:

    raising our prices overall higher than they would have been.



    My ATT bill for unlimited data is less than ATT charges its general unlimited data plans. Whatever ATT pays Apple they felt it was enough to charge me less for unlimited data than they charge everyone else.
  • Reply 25 of 76
    tenobelltenobell Posts: 7,014member
    Quote:

    Right now, where phones are not available, there is a cache´ that won't last once the hones ARE available. The difference will be that the phones will be guaranteed by Apple, and whichever company takes them over. I feel sorry for people in these far flung places when their phones break down.



    There is also an opportunity here. Apple and the carrier can offer warranty coverage to those who sign a contract with the official carrier. Helping to consolidate unlocked iPhone users under that carrier.
  • Reply 26 of 76
    melgrossmelgross Posts: 33,599member
    Quote:
    Originally Posted by TenoBell View Post


    Speaking of facts, we don't know how much they are paying Apple.



    Estimates are that it could be as much as 30% of the monthly bill.



    Quote:

    My ATT bill for unlimited data is less than ATT charges its general unlimited data plans. Whatever ATT pays Apple they felt it was enough to charge me less for unlimited data than they charge everyone else.



    Yes, they have special iPhone plans, which would be cheaper still, if not for Apple's cut.
  • Reply 27 of 76
    hirohiro Posts: 2,663member
    Quote:
    Originally Posted by melgross View Post


    Estimates are that it could be as much as 30% of the monthly bill. Yes, they have special iPhone plans, which would be cheaper still, if not for Apple's cut.



    Well except for the little part where unless you have an iPhone to pay that cut to Apple you PAY MORE! I got 2 iPhones and added the data plans compared to our old no-data "free POS Samsungs" and our monthly mobile bill has gone down about $15/month!



    Arguing the cell carriers are gouging customers will only get agreements, arguing the iPhone is making it worse when it lowers the gouge just doesn't seem to add up.
  • Reply 28 of 76
    tenobelltenobell Posts: 7,014member
    Quote:

    Estimates are that it could be as much as 30% of the monthly bill.



    Estimates are estimates, doesn't make them true.



    Quote:

    Yes, they have special iPhone plans, which would be cheaper still, if not for Apple's cut.



    Two questions.



    Why did ATT cut the price for the iPhone in the first place?



    Why would ATT cut the price further if they weren't sharing revenue with Apple?
  • Reply 29 of 76
    This story is such a load of tosh it makes me want to laugh and cry. 28% share yipeeeee.





    lol Nokia who have the biggets share worldwide for smartphones dont even have a presense there so who else would take the share? WM devices suck so it wouldnt be them now would it.



    This is like saying in a town only either Nike or Nikeeyyyy are sold, nothing else. Nike hold a 90% share hahahaha



    Rubbish. Why dont you get the stats for every country the iphone is out in.



    Iphone vs Symbian S60 v Symbian UIQ vs WM. Then you would see how big Apples share really is haha. Ill save you guessing, it would come dead last.
  • Reply 30 of 76
    tenobelltenobell Posts: 7,014member
    Quote:

    This story is such a load of tosh it makes me want to laugh and cry. 28% share yipeeeee.



    What makes this so important is that the iPhone has only been out for 8 months. Is sold at a premium price point with a premium tariff. Versus phones that have been available for years that are given free with cheaper tariff.



    Nokia dominates so much that of course the iPhone will not have made as big a dent in their marketshare in such a short time. With so many Nokia phones being given away free with cheaper tariff.



    But give it time the landscape will change.
  • Reply 31 of 76
    This will only change if



    1) Apple release newer phones quicker



    and 2) If they stop charging a premium price. Even if they did release a range of phones they would still be expensive for a few years so it wouldnt matter anyway. Its only not that you can get 4gb flash memory for so cheap, before how much was it? Alot!



    This isnt the mp3 market like we saw with the Ipod. People know what they want in the phone market and Apple not putting enough feaures is them failing at the first hurdle. They will never get a decent share all round if they continue to leave out specs which they deem not important enough to add, simple as that really.
  • Reply 32 of 76
    hirohiro Posts: 2,663member
    Quote:
    Originally Posted by bavlondon2 View Post


    This will only change if



    1) Apple release newer phones quicker



    and 2) If they stop charging a premium price. Even if they did release a range of phones they would still be expensive for a few years so it wouldnt matter anyway. Its only not that you can get 4gb flash memory for so cheap, before how much was it? Alot!



    This isnt the mp3 market like we saw with the Ipod. People know what they want in the phone market and Apple not putting enough feaures is them failing at the first hurdle. They will never get a decent share all round if they continue to leave out specs which they deem not important enough to add, simple as that really.





    It's not supposed to be like the iPod market. Apple has targeted a measly 1% of the total phone market as a threshold for wild success selling their high end phone. Why anyone is crying that the sky is falling because Apple isn't getting iPod-like 70%+ market share is only a case of not paying attention.



    Do you realize the long term goal of that is 10 million phones a year? and with a very conservative 25% gross margin just on the sale of the phone that translates into a billion a year in pure profit? Then add in ANY side agreements and Apple is just freaking printing money!!



    The iPhone is officially available in less that 1/3 of the world cell markets and still on track for the rollout goal of ten million phones by the end of '08. Even with all the 3G and MMS wining. Those are some pretty profound trends all-in-all.
  • Reply 33 of 76
    Hiro, TenoBell, and dfiler, I agree with you. Remember before June 2007 just about everyone that now argues the point of the iPhone’s potential success more or less said (back then, as did many professionals) that Apple was stupid even for trying to enter the cellular market. Most of the same people disregard how truly successful the iPhone already is don’t know (or don’t seem to care) that in the United States most businesses fail within the first few years and most products take years to be truly successful. If you think selling a million of anything is easy, go ahead, feel free to try it. For starters, try convincing just five people to buy the same cell phone that you use now. Ok, can you convince three? Ok, maybe two? I’ll give you six months. Oh, that’s not the point?



    We’re just having fun talking about the topic, ladies and gentleman, but for goodness sake, anyone that honestly says the iPhone isn’t successful (worldwide or not) is just as meaningless as telling me Spider-Man 3 was a bomb because it only made $357 million and it could have made $400 million if they marketed it to native tribes in the Amazon jungle. Are you joking?!



    Once a movie or product makes a profit in the United States anything it makes overseas is extra. Do those of you overseas seriously think the first overseas McDonald's or Wendy's or Disney was an instant success? It took time. How many fries or burgers or visits did these three ventures get overseas in the first year? Did it, or did it not, get almost double the next year? That's starting a new business in a new market / area / country! Why don't some of you get that?



    Each and every iPhone is minted margin profit, for both Apple and AT&T, so the only thing that matters is if nobody in a particular country bought iPhones. So far, many do. “Only” 90,000 or so? Please – it’s the first version and has been out less than eight months. Then again, maybe I get it, some of you call it a failure just because you haven't bought it yet or, just as likely, you just don't want it anyways. Is that it?



    Were I in a business relationship with some of you that business would be doomed to failure. Any team that estimated sales of a new product or service to 20,000 the first year and we entered that new market to gain half that estimate, would that be a waste, a loss, a failure? Oh, we marketed in three demographics and it took off in one and has a very slow start in the other two, and some of you want to cry foul, the game's over, let's quit, market share means nothing?



    Wow, I’m really glad I don’t work with some of you. Under some misguided (not being mean) business attitudes here, some of you would have put Microsoft, Apple, and even Ford, out of business in the first year alone. I can see it now, “I’m sorry, sir, we only sold about two million of those new Windows, iPods, Model T cars, in the United States, but sadly there’s just no demand for it in the small countries Bugafufu, Wannakana, Mystroka, and Yukyuk, so we stopped making it. Don't try to argue, sir, it's less than 90,000 of them sold in those other countries and we're tired of competiting with what's already been sold there. Let’s go. We’re a failure.”



    For the record, you have to sell your first unit before you can sell a thousand, and sell that thousand before your first million, and your first million before eight. Steve said his target for Apple was selling eight million iPhones by the end of 2008. He’s already sold over three million in the first six months. He’s about halfway there. He never said he really cared where exactly all eight million were sold to. As a very successful businessman, I’m sure he’s proud that the iPhone is still selling very strong. The iPhone is already an amazing success and it will continue to be even if nobody else buys it. Four million people buying and using anything is a lot of customers and that's how many have it right now.



    Let's see what happens when the 3G iPhone with 16 (or more) GB comes out this year in the United States, along with supported third party software using AT&T's expanded 3G network. Not to mention something I already know, a particular perk that AT&T is negotiating on to really make their network and the iPhone stand out.



    If you really think the iPhone is failing in Europe, that's fine. But then, what is the #1 cell phone in Europe? Why aren't you on that cell phone company's forum giving suggestions for how to improve it rather than being here?



    Just curious.
  • Reply 34 of 76
    Was that addressed to me Kephisto?



    I already have an N95 8gb and should get an iphone soon too. I always have 2 high end phones.
  • Reply 35 of 76
    Quote:
    Originally Posted by bavlondon2 View Post


    Was that addressed to me Kephisto?



    I already have an N95 8gb and should get an iphone soon too. I always have 2 high end phones.



    It was addressed to the topic in general, bavlondon2, not exclusively to you. If what you've posted applies to what I've said, then you're included, not singled out. I hope this clarifies my position on the subject.
  • Reply 36 of 76
    Do you think if this phone was out in the US would the iphone have such a big share? I doubt it.
  • Reply 37 of 76
    Quote:
    Originally Posted by bavlondon2 View Post


    Do you think if this phone was out in the US would the iphone have such a big share? I doubt it.



    http://europe.nokia.com/A4674003



    Hmm.......
  • Reply 38 of 76
    tenobelltenobell Posts: 7,014member
    Quote:

    Do you think if this phone was out in the US would the iphone have such a big share? I doubt it.



    You guys keep pointing out phones with tons of features as though the phone is just inherently usable and people will automatically be satisfied with all of the features.



    The N95 has sold on ATT so far it hasn't been a big hit. Nokia scored pretty low in a recent satisfactory survey.



  • Reply 39 of 76
    I stopped reading when I saw Sanyo 37% lol



    The US mobile market it such a joke its not even funny.
  • Reply 40 of 76
    melgrossmelgross Posts: 33,599member
    Quote:
    Originally Posted by Hiro View Post


    Well except for the little part where unless you have an iPhone to pay that cut to Apple you PAY MORE! I got 2 iPhones and added the data plans compared to our old no-data "free POS Samsungs" and our monthly mobile bill has gone down about $15/month!



    Arguing the cell carriers are gouging customers will only get agreements, arguing the iPhone is making it worse when it lowers the gouge just doesn't seem to add up.



    You think that the carriers are not passing the Apple bills to the customers?
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