Apple's iOS, Google's Android grow to 96.4% of smartphone market as competitors shrink, IDC says

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Comments

  • Reply 61 of 77
    relicrelic Posts: 4,735member
    Quote:
    Originally Posted by jungmark View Post





    Is this a joke post? They are making the majority of profits. They don't chase market share for market share's sake.



    Hey TS, I know you responded already but how many troll talking points were hit?

    -I love Apple but...

    -coasting on Jobs

    -innovate more

    -bored/boring

    -feature checklist



    Judging by his last sentence, I bet this guy has a 5S.



    I own Apple products but.................... oh wait that was me, Relic quietly walks out of the room backwards in slow motion, whistling Dixie, nothing to see here, go on about your business, dodo dootddoot  dddooooo ddddaaaaa...........

  • Reply 62 of 77
    relicrelic Posts: 4,735member
    Quote:

    Originally Posted by AWilliams87 View Post

     

    Widgets are coming to iOS 8 as part of "extensibility".




    Sounds ominous, "The Widgets are coming, the Widgets are coming"! "Run for your lives, grab the children, no not that one, she's not right in the head", "aaaaahhhhhh, Widgets are upon us"!

  • Reply 63 of 77
    relic wrote: »
    <div class="quote-container" data-huddler-embed="/t/181829/apples-ios-googles-android-grow-to-96-4-of-smartphone-market-as-competitors-shrink-idc-says/40#post_2579675" data-huddler-embed-placeholder="false">Quote:<div class="quote-block">Originally Posted by <strong>AWilliams87</strong> <a href="/t/181829/apples-ios-googles-android-grow-to-96-4-of-smartphone-market-as-competitors-shrink-idc-says/40#post_2579675"><img alt="View Post" src="/img/forum/go_quote.gif" /></a><br /> <p>Widgets are coming to iOS 8 as part of "extensibility".</p></div></div><p><br />Sounds ominous, "The Widgets are coming, the Widgets are coming"! "Run for your lives, grab the children, no not that one, she's not right in the head", "aaaaahhhhhh, Widgets are upon us"!</p>
    PMSL
  • Reply 64 of 77
    crowleycrowley Posts: 10,453member
    Quote:
    Originally Posted by AWilliams87 View Post

     

    Widgets are coming to iOS 8 as part of "extensibility".


    Are they?

     

    Widgets as in apps that run on the home screen giving live feedback without needing to open the app?  I don't think that's part of iOS8 unless I missed a sizeable part of the announcement.

     

    In-app and cross-app extensions aren't really widgets as most people understand them in the context of smartphones.

  • Reply 65 of 77
    Originally Posted by jungmark View Post

    Hey TS, I know you responded already but how many troll talking points were hit?

    -I love Apple but...

    -coasting on Jobs

    -innovate more

    -bored/boring

    -feature checklist

     

    Let’s see… #2, multiple 4, 12, 28, and 51.

  • Reply 66 of 77
    Quote:
    Originally Posted by Crowley View Post

     

    Are they?

     

    Widgets as in apps that run on the home screen giving live feedback without needing to open the app?  I don't think that's part of iOS8 unless I missed a sizeable part of the announcement.

     

    In-app and cross-app extensions aren't really widgets as most people understand them in the context of smartphones.


    They will be in the notification center instead. 

  • Reply 67 of 77
    crowleycrowley Posts: 10,453member
    Quote:

    Originally Posted by AWilliams87 View Post

     

    They will be in the notification center instead. 


    Oh right, fair enough.

     

    Not quite as flexible as Android, but that's probably a good thing for battery and consistent UI.

  • Reply 68 of 77
    mvigodmvigod Posts: 172member
    Quote:

    Originally Posted by fallenjt View Post

     

    Before you say that, look at BMW, their margin never changed for decades. It's about brand image that Apple build into loyal customers and new comers too. Ask a BMW owner what car would they want to get next time: a honda, toyota, ford or GM? Don't think so.


     

    You really can't compare BMW (autos) to the smartphone industry.  Total sales for BMW in 2013 were 2 million cars (just under that actually).  They can continue to find new buyers at the margin in their price range while the smartphone industry is over a billion handsets a year.  At that level finding the marginal buyer becomes far more difficult.

     

    Also when you compare a BMW to a its mid range competition or low end competitors there is a sizable quality gap.  Much much larger than the current gap between the flagship iphone and the flagship android phones from Samsung, HTC, Xiaomi, etc.   As time goes on this feature and quality gap continues to narrow after all there is only so much you can do on a smartphone in hardware and software.  It is mostly up to developers and if Android takes 95% share they are going to win the developers and thus the software platform on Android becomes quite valuable.  

     

    Couple this narrowing of the quality gap with an enormous gap in price for the phones.  Apple will try to sustain a $600 to $900 price (memory configs vary) to the carriers or unlocked while Android flagship sets will come down to the $100 to $200 range and still be the high end phone with on par features (some better, some worse as the releases tic-toc).  It's a hard sell to hold the line on margins.  Apple already went from 50% margins to the high 30% range.  I predict high 20% within 3 years or less.

     

    Also the large 5.5" iphone will further erode tablets and the larger iphone 6 screen will merely serve to plug that hole a bit.  Driving revenue higher will get more difficult over time and buybacks will be the ongoing key to try and raise eps.

     

    All that said.....apple isn't going out of business.  Apple will make many billions for the foreseeable future.  It just may make many fewer billions then they are making now or in the very near future.  They will be a healthy company.  I'm not sure shareholders will like it if they shrink from a 600B market cap down to a 300B or 400B market cap.  that is a 33% to 50% haircut and it would still leave apple with a top 2 or 3 market cap in the world.  Most co's would kill for that.

  • Reply 69 of 77
    piotpiot Posts: 1,346member
    Quote:
    Originally Posted by mvigod View Post

     

    It is mostly up to developers and if Android takes 95% share they are going to win the developers and thus the software platform on Android becomes quite valuable.  


     

    Android smartphones already have 80%+.

    Why haven't they 'won the developers' already?

     


    Apple will try to sustain a $600 to $900 price (memory configs vary) to the carriers or unlocked....


     

    ASP for all iPhones is currently around $ 580.

     


    .....while Android flagship sets will come down to the $100 to $200 range and still be the high end phone with on par features 


     

    Samsung's GS5 'flagship' around the same as Apple's iPhone 'flagship'. Some Phablets.... even higher prices.

     


    It's a hard sell to hold the line on margins.  


     

    Yep! Just take a look at those low margin bargain basement Macs.

     

    Apple already went from 50% margins to the high 30% range.


     

    Citation?

    Didn't think so.

     

     

    I predict high 20% within 3 years or less.


     

     

    I predict a riot!

     

     

     

    Also the large 5.5" iphone will further erode tablets and the larger iphone 6 screen......


     

    Oh I see.... you're just talkin bollocks. Sorry, my mistake. 

  • Reply 70 of 77
    tallest skiltallest skil Posts: 43,388member
    Originally Posted by mvigod View Post

    It is mostly up to developers and if Android takes 95% share they are going to win the developers and thus the software platform on Android becomes quite valuable.  




    Has anything you have ever said EVER been correct?

  • Reply 71 of 77



    hey  jungmark, I know what phone you have. 

  • Reply 72 of 77
    Quote:
    Originally Posted by Tallest Skil View Post

     



    Except it’s growing every quarter.

     

    Try again.

     

    Yeah, they’ll get RIGHT on that…

     

    Completely psychotic.

     

    And your evidence of this happening would be where?

     

    Why not hold your finger on one of them for a few seconds?


     

    "why not hold your finger on one of them a few seconds" 

     

    obviously you didn't see the part about being able to move apps WITHOUT AUTO ARRANGE. 

     

    WTF are you going to do TS? you have already stated in the past that if apple increased the size of the iPhone you WOULD NOT UPGRADE EVER, because its too big for your little girl sized hands. You have stated this in many of your 140,000 posts from mom's basement. 

    Since you aren't upgrading, ever, STFU about the new phone, you aren't buying it anyways. 

     

    "Except it’s growing every quarter" 

     

     You can't lose market share and gain market share at the same time. My statement was about market share. Not Y vs Y sales numbers. 

  • Reply 73 of 77
    r4d4 wrote: »
     


    Except it’s growing every quarter.

    Try again.

    Yeah, they’ll get RIGHT on that…

    Completely psychotic.

    And your evidence of this happening would be where?

    Why not hold your finger on one of them for a few seconds?

    Tallest, you are the biggest troll on the internet. why don't you move out of mom's basement and get a life. 

    "why not hold your finger on one of them a few seconds" 

    obviously you have zero comprehension skills or you would have seen the part about being able to move apps WITHOUT AUTO ARRANGE. dumbass. 

    WTF are you going to do TS? you have already stated in the past that if apple increased the size of the iPhone you WOULD NOT UPGRADE EVER, because its too big for your little girl sized hands. You have stated this in many of your 140,000 posts from mom's basement. 
    Since you aren't upgrading, ever, STFU about the new phone, you aren't buying it anyways. 

    I would bet money that you would be such a troll if I could met you face to face. Keep hiding behind that keyboard girlfriend.


    "Except it’s growing every quarter" 

     You can't lose market share and gain market share at the same time. idiot. My statement was about market share. Not Y vs Y sales numbers. 

    Shut up and go away.
  • Reply 74 of 77
    crowleycrowley Posts: 10,453member

    Aww, look at him pretending to be TS.  How cute.

     

     

    You've got the fat-headedness and lack of cogent points down to a T!

  • Reply 75 of 77
    Originally Posted by r4d4 View Post

    obviously you didn't see the part about being able to move apps WITHOUT AUTO ARRANGE. 


     

    Okay, so what are you thinking that phrase means? Obviously I’m missing something. Apps don’t arrange themselves.

     
    ...your little girl sized hands... ...moms basement. 

     

    Seems like the ban was working really well for you. Guess you get to go again.

     

     You can't lose market share and gain market share at the same time. idiot.


     

    Yay! Guess who’s gaining marketshare!

  • Reply 76 of 77
    crowleycrowley Posts: 10,453member
    Okay, so what are you thinking that phrase means? Obviously I’m missing something. Apps don’t arrange themselves.
    Yes they do, everything stacks to the top left and apps will rearrange their position when you move one of them, with everything shifting to the left (or up, if they're leftmost). For example, you can't put an app in the bottom right of the screen unless there is another app to the immediate left.

    Personally, I don't much care, but I understand the point.
  • Reply 77 of 77
    tallest skiltallest skil Posts: 43,388member
    Originally Posted by Crowley View Post

    For example, you can't put an app in the bottom right of the screen unless there is another app to the immediate left.

     

    Oh, that. You’re right, I hadn’t even remembered it. It’s not something of which you really take notice.

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