Apple's share of activations stayed the same but Samsung increased by 5% from 21 to 26%.
By taking share from other Android manufacturers rather than from Apple.
Which shows that Samsung and Apple can coexist profitably in the same marketplace. Which is something that everyone but Apple fans that spent years deluding themselves into thinking that Samsung - and Android itself - were on the verge of imminent collapse (I don't know who was worse ... DED on this site or Jonny Evans of Computerworld or Leo Sun of Motley Fool, but go back to either of their opeds a few years back and they are embarrassing) knew already.
Apple and Android have roughly equal marketshare in the U.S. Android has a much bigger marketshare globally. Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more. The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while making tons of money off each other for the foreseeable future, and their mutual coexistence will keep the anti-trust hounds at bay. I expect Microsoft - who first buried the hatchet with Apple in 2014 and Google in 2016 and in both cases not by choice but rather grudgingly accepting the new reality by the new CEO - to try to figure out a way to worm their way into this triumvirante eventually, but for now they are settling for making sure that their apps and software are on the Apple, Samsung and Google platforms.
Claimed absolutely no one ever at any time since the iPod. But keep it up with that strawman, why don't you?
It’s no straw man, buddy. There’s always an article somewhere touting the next iPhone ‘killer,’ the latest being the Pixel. As for the iPod, the Zune was going to decimate Apple. Look it up. The HomePod has already been pre-failed as has every Apple product ever released has. They may not use the word ‘doomed’ but they most certainly imply it. Apple will fail and collapse any day now and that’s the narrative we see daily from analysts, trolls, pundits, armchair CEOs who dig constantly for any evidence that Apple is on the way out. Apple has this giant bullseye target on its back but, luckily, Apple keeps moving.
Apple's share of activations stayed the same but Samsung increased by 5% from 21 to 26%.
By taking share from other Android manufacturers rather than from Apple.
Which shows that Samsung and Apple can coexist profitably in the same marketplace. Which is something that everyone but Apple fans that spent years deluding themselves into thinking that Samsung - and Android itself - were on the verge of imminent collapse (I don't know who was worse ... DED on this site or Jonny Evans of Computerworld or Leo Sun of Motley Fool, but go back to either of their opeds a few years back and they are embarrassing) knew already.
Apple and Android have roughly equal marketshare in the U.S. Android has a much bigger marketshare globally. Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more. The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while making tons of money off each other for the foreseeable future, and their mutual coexistence will keep the anti-trust hounds at bay. I expect Microsoft - who first buried the hatchet with Apple in 2014 and Google in 2016 and in both cases not by choice but rather grudgingly accepting the new reality by the new CEO - to try to figure out a way to worm their way into this triumvirante eventually, but for now they are settling for making sure that their apps and software are on the Apple, Samsung and Google platforms.
I’ve never read any article that said Samsung and/or Android is on the verge of collapse.
"leading to the new iPhone releases encompassing 31.5 percent of all activations"
That figure would scare me. While this data may not correlate 100% with sales it should be relatively close. Given the hype about a supercycle of upgrades to the iPhone X, expectations of 40-50 million X devices sold in the quarter, Apple's rapid expansion of X production to meet the exceptional demand, and the analysts expectations of approximately 80-85 million total devices sold for the quarter; I was expecting the iPhone X to make up at least 50% of sales this quarter with the iPhone 8 hovering at 20% - 25% and the remaining 25% or so being older devices sold as cheaper alternatives to the new models. This data indicates the older models accounted for more than 2/3 of activations.
A single week's activation statistics aren't necessarily representative of the entire quarter. There may have been a ton of X activations earlier in the quarter and we are seeing demand drop as the initial purchasing rush has been satisfied. Anyone that wanted one could have had it by the first week of December if they placed their order before Thanksgiving.
We'll know more when Apple releases its quarterly results and future estimates in a little over a month. It will be interesting to see where in their revenue forecast of $84-$87 billion they come in at, actual units sold, and more importantly what they estimate next quarter's revenue to be. For now it is nothing more than speculation based on incomplete and possibly irrelevant data.
My first question was the high number of activations for older devices, but since this evidently includes used device activations the only numbers you can read anything into are the X, 8 and 8 plus activations. This actually matches a previous article on AI - taken together, iPhone 8 and 8 plus sales beat the iPhone X.
My first question was the high number of activations for older devices, but since this evidently includes used device activations the only numbers you can read anything into are the X, 8 and 8 plus activations. This actually matches a previous article on AI - taken together, iPhone 8 and 8 plus sales beat the iPhone X.
Which comes as no surprise to anyone. If Apple’s flagship phone was beating the other two COMBINED then that would mean Apple had priced the iPhoneX too low.
Apple's share of activations stayed the same but Samsung increased by 5% from 21 to 26%.
By taking share from other Android manufacturers rather than from Apple.
Which shows that Samsung and Apple can coexist profitably in the same marketplace. Which is something that everyone but Apple fans that spent years deluding themselves into thinking that Samsung - and Android itself - were on the verge of imminent collapse (I don't know who was worse ... DED on this site or Jonny Evans of Computerworld or Leo Sun of Motley Fool, but go back to either of their opeds a few years back and they are embarrassing) knew already.
Apple and Android have roughly equal marketshare in the U.S. Android has a much bigger marketshare globally. Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more. The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while making tons of money off each other for the foreseeable future, and their mutual coexistence will keep the anti-trust hounds at bay. I expect Microsoft - who first buried the hatchet with Apple in 2014 and Google in 2016 and in both cases not by choice but rather grudgingly accepting the new reality by the new CEO - to try to figure out a way to worm their way into this triumvirante eventually, but for now they are settling for making sure that their apps and software are on the Apple, Samsung and Google platforms.
I’ve never read any article that said Samsung and/or Android is on the verge of collapse.
I could find at least 1 DED article which said something close to it!!!
Apple's share of activations stayed the same but Samsung increased by 5% from 21 to 26%.
By taking share from other Android manufacturers rather than from Apple.
Which shows that Samsung and Apple can coexist profitably in the same marketplace. Which is something that everyone but Apple fans that spent years deluding themselves into thinking that Samsung - and Android itself - were on the verge of imminent collapse (I don't know who was worse ... DED on this site or Jonny Evans of Computerworld or Leo Sun of Motley Fool, but go back to either of their opeds a few years back and they are embarrassing) knew already.
Apple and Android have roughly equal marketshare in the U.S. Android has a much bigger marketshare globally. Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more. The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while making tons of money off each other for the foreseeable future, and their mutual coexistence will keep the anti-trust hounds at bay. I expect Microsoft - who first buried the hatchet with Apple in 2014 and Google in 2016 and in both cases not by choice but rather grudgingly accepting the new reality by the new CEO - to try to figure out a way to worm their way into this triumvirante eventually, but for now they are settling for making sure that their apps and software are on the Apple, Samsung and Google platforms.
I’ve never read any article that said Samsung and/or Android is on the verge of collapse.
Apple's share of activations stayed the same but Samsung increased by 5% from 21 to 26%.
By taking share from other Android manufacturers rather than from Apple.
Which shows that Samsung and Apple can coexist profitably in the same marketplace. Which is something that everyone but Apple fans that spent years deluding themselves into thinking that Samsung - and Android itself - were on the verge of imminent collapse (I don't know who was worse ... DED on this site or Jonny Evans of Computerworld or Leo Sun of Motley Fool, but go back to either of their opeds a few years back and they are embarrassing) knew already.
Apple and Android have roughly equal marketshare in the U.S. Android has a much bigger marketshare globally. Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more. The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while making tons of money off each other for the foreseeable future, and their mutual coexistence will keep the anti-trust hounds at bay. I expect Microsoft - who first buried the hatchet with Apple in 2014 and Google in 2016 and in both cases not by choice but rather grudgingly accepting the new reality by the new CEO - to try to figure out a way to worm their way into this triumvirante eventually, but for now they are settling for making sure that their apps and software are on the Apple, Samsung and Google platforms.
I’ve never read any article that said Samsung and/or Android is on the verge of collapse.
Apple's share of activations stayed the same but Samsung increased by 5% from 21 to 26%.
By taking share from other Android manufacturers rather than from Apple.
Which shows that Samsung and Apple can coexist profitably in the same marketplace. Which is something that everyone but Apple fans that spent years deluding themselves into thinking that Samsung - and Android itself - were on the verge of imminent collapse (I don't know who was worse ... DED on this site or Jonny Evans of Computerworld or Leo Sun of Motley Fool, but go back to either of their opeds a few years back and they are embarrassing) knew already.
Apple and Android have roughly equal marketshare in the U.S. Android has a much bigger marketshare globally. Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more. The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while making tons of money off each other for the foreseeable future, and their mutual coexistence will keep the anti-trust hounds at bay. I expect Microsoft - who first buried the hatchet with Apple in 2014 and Google in 2016 and in both cases not by choice but rather grudgingly accepting the new reality by the new CEO - to try to figure out a way to worm their way into this triumvirante eventually, but for now they are settling for making sure that their apps and software are on the Apple, Samsung and Google platforms.
I’ve never read any article that said Samsung and/or Android is on the verge of collapse.
I could find at least 1 DED article which said something close to it!!!
Claimed absolutely no one ever at any time since the iPod. But keep it up with that strawman, why don't you?
Yeah, ok..
Look it’s just an old troll trope that does still get hinted at from time to time even here on these very forums. You’ll even see it reading between the headlines (“... could cause trouble for Apple...”). I think it’s quite hilarious. My bad.
It was a just a little jab at the Anti Apple Troll ArmyTM. Looks like it struck a nerve.
I don't see much here to support your argument. Basically, in the week before Christmas the activation rate for Apple phones was unchanged between 2016 and 2017, yet we saw the introduction of three new models this year, one of them being the X. We also saw an activation rate on the X that was lower than that of a 3 year old phone and also lower than last year's model. Granted, there are hand-me-down activations here, so the waters are pretty muddy, but I doubt the 7 is being reactivated as much as the 6. As far as declaring victory for the X, I wouldn't hang my hat on this report.
Agreed. Seems there’s a bit of wishful thinking to get to this headline. The data seems to show iPhone 6, 6S, 7 and 8 all beating the X activations (when you read the standard and Plus models combined as the activation figure). As an aside; The X is too expensive anyway. I wouldn’t want Apple getting comfortable at that price-band.
I don't see much here to support your argument. Basically, in the week before Christmas the activation rate for Apple phones was unchanged between 2016 and 2017, yet we saw the introduction of three new models this year, one of them being the X. We also saw an activation rate on the X that was lower than that of a 3 year old phone and also lower than last year's model. Granted, there are hand-me-down activations here, so the waters are pretty muddy, but I doubt the 7 is being reactivated as much as the 6. As far as declaring victory for the X, I wouldn't hang my hat on this report.
Agreed. Seems there’s a bit of wishful thinking to get to this headline. The data seems to show iPhone 6, 6S, 7 and 8 all beating the X activations (when you read the standard and Plus models combined as the activation figure). As an aside; The X is too expensive anyway. I wouldn’t want Apple getting comfortable at that price-band.
Why would you do that?
Following the same logic, wouldn't you group the 8, 8 Plus and X into one category being that they were all released in 2017, versus the 7 and 7 Plus from 2016 combined, or 6 and 6 Plus from 2015 together, if you were going to count that way?
And, Apple has ALWAYS been comfortable with boutique pricing. The X is no different.
The key point here is that the iPhone 8 range (I.e. combined 8 and 8 plus) has more activations than the iPhone X. Which means it is outselling it. This supports the recent analysts concerns over the iPhone X. The problem will become more severe when the novelty factor wears off on the iPhone X and more people ask ‘where’s the home button, battery percentage etc) and realise they actually prefer the classic form factor.
The key point here is that the iPhone 8 range (I.e. combined 8 and 8 plus) has more activations than the iPhone X. Which means it is outselling it. This supports the recent analysts concerns over the iPhone X. The problem will become more severe when the novelty factor wears off on the iPhone X and more people ask ‘where’s the home button, battery percentage etc) and realise they actually prefer the classic form factor.
So the big problem here is that if you combine two lower-priced models, they both outsold the flagship model? I was expecting the 8plus on its own to outsell the iPhoneX.
If you need to combine the sales of the 8 and the 8plus to get your bad news then I don’t think they’re going to be dropping the price of the X any time soon.
The key point here is that the iPhone 8 range (I.e. combined 8 and 8 plus) has more activations than the iPhone X. Which means it is outselling it. This supports the recent analysts concerns over the iPhone X. The problem will become more severe when the novelty factor wears off on the iPhone X and more people ask ‘where’s the home button, battery percentage etc) and realise they actually prefer the classic form factor.
It does nothing of the sort, really. The fact that the X outsold each model of the 8 is more relevant than combining the two.
Claimed absolutely no one ever at any time since the iPod. But keep it up with that strawman, why don't you?
Yeah, ok..
Look it’s just an old troll trope that does still get hinted at from time to time even here on these very forums. You’ll even see it reading between the headlines (“... could cause trouble for Apple...”). I think it’s quite hilarious. My bad.
It was a just a little jab at the Anti Apple Troll ArmyTM. Looks like it struck a nerve.
Your sarcasm font didn’t translate on their display. It happens, [sarcasm]some people just don’t keep up with their iOS updates.[/sarcasm]
Comments
2. U.S. only versus global
Apple and Android have roughly equal marketshare in the U.S.
Android has a much bigger marketshare globally.
Apple has a clear market majority of devices that cost more than $600, but when it gets to devices that cost more than $300 it evens out a lot more.
The Android device makers who sell mostly cheap devices are not hurting financially because mobile devices are not their only or even their primary product and revenue source (as is the case for Samsung, LG, Acer, Asustek, Huawei, Sony, Lenovo/Motorola, Xiaomi ... pretty much everyone except HTC who will exit the smartphone business in 2018).
Has been this way since 2011 and isn't going to change. Take the smart speaker market. How on earth is Google Home going to compete with devices from Amazon and Apple that have more awareness, better marketing and more loyal customer bases (especially Apple)? Simple: they don't have to. Sony, LG and Samsung are going to introduce Google Assistant-powered speakers in 2018 too (Samsung's will have both Google Assistant and Bixby like their phones) to go with Vizio and other devices already on the market that also have Google Assistant: https://www.engadget.com/2017/04/25/vizio-updates-its-soundbar-and-speaker-ranges/ and https://www.androidcentral.com/lg-thinq-speaker-announced-google-assistant. ;
That's the way it is going to be unless something major happens to shake it up. Apple, Samsung and Google are going to keep A) competing with each other while
That figure would scare me. While this data may not correlate 100% with sales it should be relatively close. Given the hype about a supercycle of upgrades to the iPhone X, expectations of 40-50 million X devices sold in the quarter, Apple's rapid expansion of X production to meet the exceptional demand, and the analysts expectations of approximately 80-85 million total devices sold for the quarter; I was expecting the iPhone X to make up at least 50% of sales this quarter with the iPhone 8 hovering at 20% - 25% and the remaining 25% or so being older devices sold as cheaper alternatives to the new models. This data indicates the older models accounted for more than 2/3 of activations.
A single week's activation statistics aren't necessarily representative of the entire quarter. There may have been a ton of X activations earlier in the quarter and we are seeing demand drop as the initial purchasing rush has been satisfied. Anyone that wanted one could have had it by the first week of December if they placed their order before Thanksgiving.
We'll know more when Apple releases its quarterly results and future estimates in a little over a month. It will be interesting to see where in their revenue forecast of $84-$87 billion they come in at, actual units sold, and more importantly what they estimate next quarter's revenue to be. For now it is nothing more than speculation based on incomplete and possibly irrelevant data.
I could find at least 1 DED article which said something close to it!!!
http://appleinsider.com/articles/15/01/29/apple-incs-thermonuclear-assault-on-samsung-vaporizes-androids-remaining-profit-pillar-
https://www.thestreet.com/story/12722918/1/helping-apple-haters-understand-why-android-is-doomed.html
http://viveksrinivasan.com/general-thinking/is-google-doomed/
http://www.brainware.net/why-android-was-doomed-from-the-start
https://hackernoon.com/how-google-collapsed-b6ffa82198ee
http://www.zdnet.com/article/five-reasons-android-can-fail/
https://www.extremetech.com/computing/151140-samsung-has-android-under-its-heel-and-theres-nothing-google-can-do-about-it
http://appleinsider.com/articles/14/10/30/how-apple-inc-went-thermonuclear-on-samsung-erasing-androids-primary-profit-center-
The editor must have been totally convinced of that one since he published it again the next year with a few changes and updates...
http://appleinsider.com/articles/15/01/29/apple-incs-thermonuclear-assault-on-samsung-vaporizes-androids-remaining-profit-pillar-
http://www.fakesteve.net/2009/11/rabid-fanboy-guest-blogger-daniel-eran-dilger-on-why-android-will-fail.html
Oh, hang on. I see 'em
Fair point.
Yeah, that covers it.
It's actually quite a bizarre line to take if you think about it.
Look it’s just an old troll trope that does still get hinted at from time to time even here on these very forums. You’ll even see it reading between the headlines (“... could cause trouble for Apple...”). I think it’s quite hilarious. My bad.
It was a just a little jab at the Anti Apple Troll ArmyTM. Looks like it struck a nerve.
As an aside; The X is too expensive anyway. I wouldn’t want Apple getting comfortable at that price-band.
If you need to combine the sales of the 8 and the 8plus to get your bad news then I don’t think they’re going to be dropping the price of the X any time soon.