It’s not the end of profitability (the air corporations breathe) for Apple if sales are post-growth. No one expected iphone/smartphone sales to grow indefinitely, as that defies reason. We’ve left feature phones and now everyone has a smartphone.
One day the sun will burn out, too.
No one expects indefinite growth but 80% of the smartphone market is Android. That's a lot of legroom for Apple to move into. It's almost as if you are accepting the fact that Apple has little iPhone mileage left.
These reports even point to an iPhone unit contraction. In Q2? After three years of flat sales? That needs correcting if it turns out to be the case.
It is doable but requires changes in the iPhone business model. Either way, without changes there is a risk of serious erosion if the 2019 series doesn't come out with all guns blazing. After a lacklustre 2018 and huge strategic miscalculations, competitors have pulled out in front and Apple has to deliver come September. Samsung was in a similar situation but shipped a stellar upgrade. Now Apple is in the same predicament as Samsung.
It would appear that Samsung has been doing everything that you have asked of Apple; how's that working out? See that post on AI to that effect.
Samsung has every bit of technology that Huawei has to offer, even getting "first" for foldable displays, and profit is collapsing. Perhaps Huawei has an inherent advantage of being supported by the Chinese Government? Otherwise, all I see is the marketplace maturing, and at some point, Android OS buyers will be holding on longer to their "good enough" phones just as iPhone users do. There are only so many developing markets left in the world, and Apple is still the most aspiration phone of all.
I don't buy a bit of you analysis about Apple, and that is specifically because Apple is a separate market, for the most part, from Android OS devices.
Irrelevant. The market is the market. It is there for the taking. If you only want to play in the $400+ that's fine but it is still a huge market and Apple could do much more to cut into it.
Your success or failure will depend on many factors to varying degrees. Samsung not performing well or Huawei performing well is irrelevant to the point. The point is that a huge swathe of the market is there and currently not occupied by Apple.
On your other point, Samsung doesn't have 'every bit of technology' that Huawei has and while it is catching up somewhat (very, very recently) its past failings were precisely a result of spending too much time without that technology.
Now it has a competitive flagship range. How they sell is a different story but if you don't have a compelling phone in the first place, obviously it will be harder to sell.
Apple is in that situation now.
Please elaborate on what technology that Huawei has that Samsung does not.
Also, elaborate on why you think that a 900 million and growing user base for iPhone will happily transition to the wild world of Android OS.
How about the tentpole features of the P30 Pro for starters? Did you miss those?
SuperSpectrum Sensor and low light performance Periscope Zoom AIIS Dual Video
Also: 3D depth sensing and live modelling Fastest LTE modem Fastest wi-fi Multimode 5G best in class modem
And, drum roll....
IR Blaster! ;-)
That's off the top of my head.
Oh look, a specs trumpeter, who thinks specs and feature lists are the same as value. Yeah we went over that a decade ago. Two if you want to parallel the Mac / PC era where similar spec lists were touted.
I was asked to elaborate specifically on those named points. LOL.
It’s not the end of profitability (the air corporations breathe) for Apple if sales are post-growth. No one expected iphone/smartphone sales to grow indefinitely, as that defies reason. We’ve left feature phones and now everyone has a smartphone.
One day the sun will burn out, too.
No one expects indefinite growth but 80% of the smartphone market is Android. That's a lot of legroom for Apple to move into. It's almost as if you are accepting the fact that Apple has little iPhone mileage left.
These reports even point to an iPhone unit contraction. In Q2? After three years of flat sales? That needs correcting if it turns out to be the case.
It is doable but requires changes in the iPhone business model. Either way, without changes there is a risk of serious erosion if the 2019 series doesn't come out with all guns blazing. After a lacklustre 2018 and huge strategic miscalculations, competitors have pulled out in front and Apple has to deliver come September. Samsung was in a similar situation but shipped a stellar upgrade. Now Apple is in the same predicament as Samsung.
What nonsense. That a million crappy knockoffs exist and together hold a larger market share isn’t important. Apple holds the profit share. Profit is the air corporations breathe. Apple is not in the same boat as Samsung, but thanks for playing.
Oh yeah. A million crappy knockoffs exist. Without doubt. However, they aren't only Apple knockoffs. There are Samsung knockoffs and Huawei knockoffs out there for sure.
What you fail to see are the millions in sales that are not knockoffs at all, but leading the way. Yes, leading the way for Apple too in key areas. How could a knockoff do that? Or would you prefer I put Apple into the knockoff bag too?
Corporations breathe profit? Yes, I think we get that and it hasn't been questioned - ever.
Samsung makes a profit. Huawei makes a profit. BBK makes a profit and between those three you have the bulk of the smartphone market in unit sales - and an ever increasing slice of the higher price bands. Profitable businesses. Billions.
Apple is in the same boat as Samsung, BBK and Huawei. Exactly the same boat.
A difference is the amount of profit but that is irrelevant. If only the amount of profit were relevant Tim Cook could simply turn up tonight, read off the results and get home.
No, you are wrong. Profits are just part of the story and that's why Tim Cook will be explaining things for over an hour tonight.
Also you are referring to Apple's entire business ('profit, the air corporations breathe') but I made it clear I was talking about the iPhone business.
Ah, the iPhone business and why it is still key for Apple. Samsung and Huawei have fully established divisions that stand toe to toe with their handset divisions. Apple does not. Apple is entrenched in one area (CE) and remains heavily dependant on one product line for those profits you worship. Profits that users have little interest in.
That is why the iPhone business will still be given top billing this evening.
It’s not the end of profitability (the air corporations breathe) for Apple if sales are post-growth. No one expected iphone/smartphone sales to grow indefinitely, as that defies reason. We’ve left feature phones and now everyone has a smartphone.
One day the sun will burn out, too.
No one expects indefinite growth but 80% of the smartphone market is Android. That's a lot of legroom for Apple to move into. It's almost as if you are accepting the fact that Apple has little iPhone mileage left.
These reports even point to an iPhone unit contraction. In Q2? After three years of flat sales? That needs correcting if it turns out to be the case.
It is doable but requires changes in the iPhone business model. Either way, without changes there is a risk of serious erosion if the 2019 series doesn't come out with all guns blazing. After a lacklustre 2018 and huge strategic miscalculations, competitors have pulled out in front and Apple has to deliver come September. Samsung was in a similar situation but shipped a stellar upgrade. Now Apple is in the same predicament as Samsung.
What nonsense. That a million crappy knockoffs exist and together hold a larger market share isn’t important. Apple holds the profit share. Profit is the air corporations breathe. Apple is not in the same boat as Samsung, but thanks for playing.
Oh yeah. A million crappy knockoffs exist. Without doubt. However, they aren't only Apple knockoffs. There are Samsung knockoffs and Huawei knockoffs out there for sure.
What you fail to see are the millions in sales that are not knockoffs at all, but leading the way. Yes, leading the way for Apple too in key areas. How could a knockoff do that? Or would you prefer I put Apple into the knockoff bag too?
Corporations breathe profit? Yes, I think we get that and it hasn't been questioned - ever.
Samsung makes a profit. Huawei makes a profit. BBK makes a profit and between those three you have the bulk of the smartphone market in unit sales - and an ever increasing slice of the higher price bands. Profitable businesses. Billions.
Apple is in the same boat as Samsung, BBK and Huawei. Exactly the same boat.
A difference is the amount of profit but that is irrelevant. If only the amount of profit were relevant Tim Cook could simply turn up tonight, read off the results and get home.
No, you are wrong. Profits are just part of the story and that's why Tim Cook will be explaining things for over an hour tonight.
Also you are referring to Apple's entire business ('profit, the air corporations breathe') but I made it clear I was talking about the iPhone business.
Ah, the iPhone business and why it is still key for Apple. Samsung and Huawei have fully established divisions that stand toe to toe with their handset divisions. Apple does not. Apple is entrenched in one area (CE) and remains heavily dependant on one product line for those profits you worship. Profits that users have little interest in.
That is why the iPhone business will still be given top billing this evening.
Yeah for Huawei!! /s
The irony of your rant, is that you can't afford a flagship, and have stated such. You'll wait until those features move down vastly in price. More to the point, you seem to want to define success specifically as hardware, where Apple defines its iPhone product line as an overall experience and ecosystem. I find Apple better, and frankly, have never considered Android OS. Your mileage obviously varied.
While you will still be raving about Huawei this fall on these very forums, I'll have picked up the next iPhone X Max, and will be enjoying the experience. Sucks to be you, always having to defend some fucking Chinese State supported "private" company.
It’s not the end of profitability (the air corporations breathe) for Apple if sales are post-growth. No one expected iphone/smartphone sales to grow indefinitely, as that defies reason. We’ve left feature phones and now everyone has a smartphone.
One day the sun will burn out, too.
No one expects indefinite growth but 80% of the smartphone market is Android. That's a lot of legroom for Apple to move into. It's almost as if you are accepting the fact that Apple has little iPhone mileage left.
These reports even point to an iPhone unit contraction. In Q2? After three years of flat sales? That needs correcting if it turns out to be the case.
It is doable but requires changes in the iPhone business model. Either way, without changes there is a risk of serious erosion if the 2019 series doesn't come out with all guns blazing. After a lacklustre 2018 and huge strategic miscalculations, competitors have pulled out in front and Apple has to deliver come September. Samsung was in a similar situation but shipped a stellar upgrade. Now Apple is in the same predicament as Samsung.
What nonsense. That a million crappy knockoffs exist and together hold a larger market share isn’t important. Apple holds the profit share. Profit is the air corporations breathe. Apple is not in the same boat as Samsung, but thanks for playing.
Oh yeah. A million crappy knockoffs exist. Without doubt. However, they aren't only Apple knockoffs. There are Samsung knockoffs and Huawei knockoffs out there for sure.
What you fail to see are the millions in sales that are not knockoffs at all, but leading the way. Yes, leading the way for Apple too in key areas. How could a knockoff do that? Or would you prefer I put Apple into the knockoff bag too?
Corporations breathe profit? Yes, I think we get that and it hasn't been questioned - ever.
Samsung makes a profit. Huawei makes a profit. BBK makes a profit and between those three you have the bulk of the smartphone market in unit sales - and an ever increasing slice of the higher price bands. Profitable businesses. Billions.
Apple is in the same boat as Samsung, BBK and Huawei. Exactly the same boat.
A difference is the amount of profit but that is irrelevant. If only the amount of profit were relevant Tim Cook could simply turn up tonight, read off the results and get home.
No, you are wrong. Profits are just part of the story and that's why Tim Cook will be explaining things for over an hour tonight.
Also you are referring to Apple's entire business ('profit, the air corporations breathe') but I made it clear I was talking about the iPhone business.
Ah, the iPhone business and why it is still key for Apple. Samsung and Huawei have fully established divisions that stand toe to toe with their handset divisions. Apple does not. Apple is entrenched in one area (CE) and remains heavily dependant on one product line for those profits you worship. Profits that users have little interest in.
That is why the iPhone business will still be given top billing this evening.
Yeah for Huawei!! /s
The irony of your rant, is that you can't afford a flagship, and have stated such. You'll wait until those features move down vastly in price. More to the point, you seem to want to define success specifically as hardware, where Apple defines its iPhone product line as an overall experience and ecosystem. I find Apple better, and frankly, have never considered Android OS. Your mileage obviously varied.
While you will still be raving about Huawei this fall on these very forums, I'll have picked up the next iPhone X Max, and will be enjoying the experience. Sucks to be you, always having to defend some fucking Chinese State supported "private" company.
Try doing it elsewhere for a change.
I don't care about Huawei's success or failure. Nor Apple's nor Samsung's.
I care about competition. The best possible equipment for a competitive price.
It’s not the end of profitability (the air corporations breathe) for Apple if sales are post-growth. No one expected iphone/smartphone sales to grow indefinitely, as that defies reason. We’ve left feature phones and now everyone has a smartphone.
One day the sun will burn out, too.
No one expects indefinite growth but 80% of the smartphone market is Android. That's a lot of legroom for Apple to move into. It's almost as if you are accepting the fact that Apple has little iPhone mileage left.
These reports even point to an iPhone unit contraction. In Q2? After three years of flat sales? That needs correcting if it turns out to be the case.
It is doable but requires changes in the iPhone business model. Either way, without changes there is a risk of serious erosion if the 2019 series doesn't come out with all guns blazing. After a lacklustre 2018 and huge strategic miscalculations, competitors have pulled out in front and Apple has to deliver come September. Samsung was in a similar situation but shipped a stellar upgrade. Now Apple is in the same predicament as Samsung.
What nonsense. That a million crappy knockoffs exist and together hold a larger market share isn’t important. Apple holds the profit share. Profit is the air corporations breathe. Apple is not in the same boat as Samsung, but thanks for playing.
Oh yeah. A million crappy knockoffs exist. Without doubt. However, they aren't only Apple knockoffs. There are Samsung knockoffs and Huawei knockoffs out there for sure.
What you fail to see are the millions in sales that are not knockoffs at all, but leading the way. Yes, leading the way for Apple too in key areas. How could a knockoff do that? Or would you prefer I put Apple into the knockoff bag too?
Corporations breathe profit? Yes, I think we get that and it hasn't been questioned - ever.
Samsung makes a profit. Huawei makes a profit. BBK makes a profit and between those three you have the bulk of the smartphone market in unit sales - and an ever increasing slice of the higher price bands. Profitable businesses. Billions.
Apple is in the same boat as Samsung, BBK and Huawei. Exactly the same boat.
A difference is the amount of profit but that is irrelevant. If only the amount of profit were relevant Tim Cook could simply turn up tonight, read off the results and get home.
No, you are wrong. Profits are just part of the story and that's why Tim Cook will be explaining things for over an hour tonight.
Also you are referring to Apple's entire business ('profit, the air corporations breathe') but I made it clear I was talking about the iPhone business.
Ah, the iPhone business and why it is still key for Apple. Samsung and Huawei have fully established divisions that stand toe to toe with their handset divisions. Apple does not. Apple is entrenched in one area (CE) and remains heavily dependant on one product line for those profits you worship. Profits that users have little interest in.
That is why the iPhone business will still be given top billing this evening.
Yeah for Huawei!! /s
The irony of your rant, is that you can't afford a flagship, and have stated such. You'll wait until those features move down vastly in price. More to the point, you seem to want to define success specifically as hardware, where Apple defines its iPhone product line as an overall experience and ecosystem. I find Apple better, and frankly, have never considered Android OS. Your mileage obviously varied.
While you will still be raving about Huawei this fall on these very forums, I'll have picked up the next iPhone X Max, and will be enjoying the experience. Sucks to be you, always having to defend some fucking Chinese State supported "private" company.
Try doing it elsewhere for a change.
I don't care about Huawei's success or failure. Nor Apple's nor Samsung's.
I care about competition. The best possible equipment for a competitive price.
Bringn on the competition!
So, I'm guessing that you will be looking at One Plus, Xiaomi, and others, yet you always post wrt Huawei.
Not seeing your supposed interest in competition, just fealty to Huawei.
It’s not the end of profitability (the air corporations breathe) for Apple if sales are post-growth. No one expected iphone/smartphone sales to grow indefinitely, as that defies reason. We’ve left feature phones and now everyone has a smartphone.
One day the sun will burn out, too.
No one expects indefinite growth but 80% of the smartphone market is Android. That's a lot of legroom for Apple to move into. It's almost as if you are accepting the fact that Apple has little iPhone mileage left.
These reports even point to an iPhone unit contraction. In Q2? After three years of flat sales? That needs correcting if it turns out to be the case.
It is doable but requires changes in the iPhone business model. Either way, without changes there is a risk of serious erosion if the 2019 series doesn't come out with all guns blazing. After a lacklustre 2018 and huge strategic miscalculations, competitors have pulled out in front and Apple has to deliver come September. Samsung was in a similar situation but shipped a stellar upgrade. Now Apple is in the same predicament as Samsung.
What nonsense. That a million crappy knockoffs exist and together hold a larger market share isn’t important. Apple holds the profit share. Profit is the air corporations breathe. Apple is not in the same boat as Samsung, but thanks for playing.
Oh yeah. A million crappy knockoffs exist. Without doubt. However, they aren't only Apple knockoffs. There are Samsung knockoffs and Huawei knockoffs out there for sure.
What you fail to see are the millions in sales that are not knockoffs at all, but leading the way. Yes, leading the way for Apple too in key areas. How could a knockoff do that? Or would you prefer I put Apple into the knockoff bag too?
Corporations breathe profit? Yes, I think we get that and it hasn't been questioned - ever.
Samsung makes a profit. Huawei makes a profit. BBK makes a profit and between those three you have the bulk of the smartphone market in unit sales - and an ever increasing slice of the higher price bands. Profitable businesses. Billions.
Apple is in the same boat as Samsung, BBK and Huawei. Exactly the same boat.
A difference is the amount of profit but that is irrelevant. If only the amount of profit were relevant Tim Cook could simply turn up tonight, read off the results and get home.
No, you are wrong. Profits are just part of the story and that's why Tim Cook will be explaining things for over an hour tonight.
Also you are referring to Apple's entire business ('profit, the air corporations breathe') but I made it clear I was talking about the iPhone business.
Ah, the iPhone business and why it is still key for Apple. Samsung and Huawei have fully established divisions that stand toe to toe with their handset divisions. Apple does not. Apple is entrenched in one area (CE) and remains heavily dependant on one product line for those profits you worship. Profits that users have little interest in.
That is why the iPhone business will still be given top billing this evening.
Yeah for Huawei!! /s
The irony of your rant, is that you can't afford a flagship, and have stated such. You'll wait until those features move down vastly in price. More to the point, you seem to want to define success specifically as hardware, where Apple defines its iPhone product line as an overall experience and ecosystem. I find Apple better, and frankly, have never considered Android OS. Your mileage obviously varied.
While you will still be raving about Huawei this fall on these very forums, I'll have picked up the next iPhone X Max, and will be enjoying the experience. Sucks to be you, always having to defend some fucking Chinese State supported "private" company.
Try doing it elsewhere for a change.
I don't care about Huawei's success or failure. Nor Apple's nor Samsung's.
I care about competition. The best possible equipment for a competitive price.
Bringn on the competition!
So, I'm guessing that you will be looking at One Plus, Xiaomi, and others, yet you always post wrt Huawei.
Not seeing your supposed interest in competition, just fealty to Huawei.
Sad.
Speaking from ignorance I am sad to say.
One of the reasons Huawei is a major Apple/Samsung competitor today is that they have been operating outside China for far longer than other Chinese brands. They have distribution and support covered in Spain. No other Chinese brand can come close.
I chose Huawei over Samsung because the phones offered more for less money. I am perfectly happy with EMUI but not dependent on it. I got a great deal on the Honor 10.
wow, huawei is definitely treat apple as bench mark - just see how many fan come to AI snoop info and pick a fight ;-). By the way, 37.6% profit margin is impressive plus increase of dividend payment - huawei should bench mark that for a change (huawai should do better, since labour cost is significantly lower at their design house). Elon Musk also should take a note from "tim apple" - under promise and over deliver - a formula to burn the shorts on the stick every time (after market APPL is 211 right now... I am sure there are fair amont of panic short covering).
Sold my Apple stock yesterday. Made a fair amount on the investment but I don’t think the earnings report this quarter will be good. I’ Buy it back after the price drops.
Only AAPL is up $9/share after hours. I did the same thing once- sold all my AAPL the day of the earnings report expecting it to drop but it went up. I bought back in and lost 20 grand over night. Glad I didn't do that again today.
Comments
You didn't even read the previous post, did you?
What you fail to see are the millions in sales that are not knockoffs at all, but leading the way. Yes, leading the way for Apple too in key areas. How could a knockoff do that? Or would you prefer I put Apple into the knockoff bag too?
Corporations breathe profit? Yes, I think we get that and it hasn't been questioned - ever.
Samsung makes a profit. Huawei makes a profit. BBK makes a profit and between those three you have the bulk of the smartphone market in unit sales - and an ever increasing slice of the higher price bands. Profitable businesses. Billions.
Apple is in the same boat as Samsung, BBK and Huawei. Exactly the same boat.
A difference is the amount of profit but that is irrelevant. If only the amount of profit were relevant Tim Cook could simply turn up tonight, read off the results and get home.
No, you are wrong. Profits are just part of the story and that's why Tim Cook will be explaining things for over an hour tonight.
Also you are referring to Apple's entire business ('profit, the air corporations breathe') but I made it clear I was talking about the iPhone business.
Ah, the iPhone business and why it is still key for Apple. Samsung and Huawei have fully established divisions that stand toe to toe with their handset divisions. Apple does not. Apple is entrenched in one area (CE) and remains heavily dependant on one product line for those profits you worship. Profits that users have little interest in.
That is why the iPhone business will still be given top billing this evening.
The irony of your rant, is that you can't afford a flagship, and have stated such. You'll wait until those features move down vastly in price. More to the point, you seem to want to define success specifically as hardware, where Apple defines its iPhone product line as an overall experience and ecosystem. I find Apple better, and frankly, have never considered Android OS. Your mileage obviously varied.
While you will still be raving about Huawei this fall on these very forums, I'll have picked up the next iPhone X Max, and will be enjoying the experience. Sucks to be you, always having to defend some fucking Chinese State supported "private" company.
Try doing it elsewhere for a change.
I care about competition. The best possible equipment for a competitive price.
Bring on the competition!
Not seeing your supposed interest in competition, just fealty to Huawei.
Sad.
One of the reasons Huawei is a major Apple/Samsung competitor today is that they have been operating outside China for far longer than other Chinese brands. They have distribution and support covered in Spain. No other Chinese brand can come close.
I chose Huawei over Samsung because the phones offered more for less money. I am perfectly happy with EMUI but not dependent on it. I got a great deal on the Honor 10.
It really is as simple as that.
By the way, 37.6% profit margin is impressive plus increase of dividend payment - huawei should bench mark that for a change (huawai should do better, since labour cost is significantly lower at their design house). Elon Musk also should take a note from "tim apple" - under promise and over deliver - a formula to burn the shorts on the stick every time (after market APPL is 211 right now... I am sure there are fair amont of panic short covering).