Kopus

Funny thing is, everytime, by just looking at the title I would know this article is written by Daniel. This just says how opinionated this is.

I'm an Apple fan and put money where my mouth is. But it's getting exhausting to see one-sided argument again and again and again.

If you cannot ignore Google, there is something to be respected.

I hold Apple stock and have been a loyal Apple user for many many years.

Yet I'm tired of reading articles like this that only sees what Apple did right and what Android did terrible. That's why people call us "fanboy" because we can't see things objectively.

Let's face it, the real reason is Apple under-estimated the competition. Esp those from China. If you see stats you should know the biggest gain from Huawei eats into Apple and Xiaomi, both of which, mind you, still iterating nonstop, just not as crazy as Huawei and others have been doing.

In a smartphone industry, you make one less aggressive move, you lose out one year cycle. Just look at what Samsung suffered last year. 

For Apple, unfortunately the symptom won't reveal itself until the second quarter because the sales in Q1 is largely determined by production capacity. The real long term demand shows in Q2.

No don't blame the macro environment, look at self and change from within.

We will have some tough near-to-mid term pressure before see the return of growth again. Btw iPad should see some very bright spot Q2.