Bart Y

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Bart Y
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  • Redditor would have died on the couch, if Apple Watch didn't sound the alarm

    Bart YBart Y
    This is another great example of how the Apple Watch is saving lives.  This guy was bleeding for a long while from the esophagus, stomach, and duodenum,cause unsaid but most commonly from chronic alcohol or NSAID use, sometimes via other medications as well.

    Same heart rate alerts will be useful for my own handicapped daughter who has had two GI bleeds from her middle and lower gut in the last year (short gut syndrome and chronic intestinal inflammation), the most recent in early January.   We’re getting her an Apple Watch 8 within the next two weeks.

    gregoriusmFileMakerFellerradarthekatqwerty52

  • Why Android users have been switching to iPhone in greater numbers

    Bart YBart Y
    If this survey is limited to the US market it might carry some (but ultimately little) weight. 

    It is claimed that Apple here (in Spain) recorded a 41% YoY drop for Q1 unit sales. That probably has a lot to do with pricing and marketing can only do so much. 
    Hmm, I’m still looking for Spain’s direct numbers but do have some for European smartphone market for Q1 2023 from Canalys.

    https://www.canalys.com/newsroom/europe-smartphone-market-q1-2023

    Quoting the relevant parts:
    “Western Europe's smartphone market faced a continued slump in Q1 2023, dropping 13% to 23.7 million units of shipments, as challenging economic conditions drove lower consumer demand and extended purchasing cycles.”

    “Samsung claimed the top spot in Q1 2023 with a 35% market share, despite a fall of 16% year-on-year. Samsung’s top-performing models were the newly launched S23 Ultra, S23 and A14 models, along with last year’s A53 and A33…. According to Canalys estimates, in Q1 2023, Samsung’s ASP rose by 11%, resulting in a 6% decline in the total value of devices shipped. Samsung has invested heavily in brand and product advertising, as well as in MDFs and co-marketing initiatives with operators and retail chains to strengthen its presence.”

    ”These investments are also targeted at challenging Apple, which grew its market share to 33%. Apple’s shipments this quarter grew by 1% compared to Q1 2022, driven by the sale of iPhone 14 Pro and Pro Max devices. According to Canalys Consumer Insights research, Apple remains the most resilient vendor in Western Europe, supported by the most loyal user base in the region combined with high popularity among switchers.” 

    Other Euro Android vendors of note:
    “Xiaomi defended third place with a 15% market share, despite a 17% year-on-year decline. Xiaomi's performance was driven by its Redmi and Redmi Note models, with Spain, Italy and Germany being its key markets. Xiaomi remains focused on the low-to-mid-range segment, which helps it to sustain its ranking ahead of other Chinese vendors. Xiaomi has focused on profitability, with a smaller sales team focused on key operators and retail chains. 

    OPPO and TCL completed the top five, with each taking a 3% market share, declining 53% and increasing 19% year-on-year respectively. ”


    Note Xiaomi had only 15%, less than half of Apple unit sales (and much less revenues due to significantly lower ASP’s), and OPPO and TCL at 3% each unit sales (regardless of YOY gain or loss) were literally one tenth of Apple’s iPhone unit sales.

    Hmm, seems to me IF Spain had suffered a 41% iPhone YOY drop, which I suppose was entirely possible given tough compares from 2022, the rest of Europe made up for the drop and Apple iPhones ended up +1% by units sold compared to drops for all other vendors save TCL in the European smartphone market (see the chart in the linked article above).  Samsung came in with drops of 16% unit marketshare and despite higher ASP’s, a 6% drop in estimated revenues.  With higher ASP’s due to popularity of iPhone 14 Pro models, per Apple’s CYQ1 2023 (actual Q2 FY2023) YoY for Europe revenue, was $23.95B vs  $ 23.29B, a gain of 2.8%.  Given iPhones and Services make up the bulk of revenues, the contraction of PC/Macs, iPads, and flat Wearables, I think it safe to say iPhones held their own in Europe (which includes India’s growing influence) on a unit sales and revenue basis, plus Japan and Rest of Asia, while falling in Americas and China.  I will also note that in Q1 2023 (Dec 2022 quarter), Cook mentioned that iPhone revenues and overall revenue highs for Spain  were reached in that quarter.  
    jbdragonwatto_cobraspheric

  • Apple supplier TSMC evacuates as earthquake hits Taiwan

    Bart YBart Y
    Very distressing for the entire Taiwan island and people.  The death toll and destruction is sure to go up in areas where buildings collapsed and landslides occurred.  Praying and hoping the numbers are limited and there is hopeful rescues and recoveries.

    absolutely mind bending there are over 100 aftershocks so far with most being over 4.0 in magnitude, the highest I saw was 6.2 which itself is a major quake.  Being on the Ring of Fire seismic activity region is no joke.
    tmaywatto_cobradewme

  • How Apple could approach a folding iPhone

    Bart YBart Y
    red oak said:
    There is almost zero evidence any of these foldable phones (including the ones from Samsung) sell in any measurable volume

    Anyone who thinks Apple is now “ too far behind” is someone you need to avoid on all things Apple 🍎 
    Roughly, the “measurable” Foldables volume is about 7-9M units total market in 2021, with Samsung maybe 85% of that total.  So about 6M-7.65M for Samsung.  Given we know Flip 3 sells 70% to Fold 3 30%, extrapolates to 4.2M-5.3M Flip models and 1.8M-2.3M Fold models over the Samsung sales season.  If my post above about reliability and customer service  issues reported by Samsung users in their own community discussion boards is true, there’s problems still which eventually will catch up with Samsung.

    Anyway, 6-9M is a terribly low number of market units to commit R&D, parts sourcing (especially fragile, low reliability and availability Samsung units), and production for Apple IF it’s to meet Apple’s standards for reliability, longevity, quality, and functionality.  Better to wait till Apple and suppliers perfect this further and even then whether it still makes any sense financially or reputation wise.  

    Last quarter Samsung touted how its Mobile division made YOY 13% more revenue on >sales of S22 Ultra and Foldables ($22.4B USD total) YET glossed over how it made ONLY $2.00B total operating profit, a drop of 19% YOY.  Foldables and S22 flagships should be the most profitable lines so either they aren’t selling well or Samsung is blustering to save face.  And I’d say <10M units is ok but not selling well enough, and certainly not enough for Apple to get into this market.
    wonkothesanewatto_cobra

  • Apple hits India sales record as country cuts import duty

    Bart YBart Y
    chasm said:
    Apple sold more than 10M iPhones in India, while Samsung sold 15x as many. AND YET Apple took home the most money of any of its rivals.

    I think this tells you a lot about what level of “smartphone” Samsung is mostly selling in India.
    No, that’s not quite right.  Apple sold more than 10M.  If the total India smartphone sales for the year was 152M, that’s about 6.6% minimum share.  At an average price of about $800, well  under the worldwide average of $895, that’s about $8B in revenues.

    Samsung had a 18% share so sold about 152M X 18% = 27.36M units or roughly 2.74X what Apple sold.  If we assume Samsung made less money, say 10% less than Apple, $7.2B /27.36M  = average sales price of $263.  Since most of Samsung’s sales are the Mid and low price range A series, this ASP isn’t surprising.  The worldwide average price of a Samsung smartphone, all models sold, is $81.6B total 2023 revenue, calculated from recent Q4 end of year Samsung earnings report (Mobile MX division combines all smartphones, tablets, wearables all in one revenue lump) divided by about 225.5M = about $362 worldwide.  You can see less expensive Samsung smartphones dominate sales there, as do the Xiaomi, OPPO and Transsion smartphones.

    so even though Apple sells less than 7% of total India units, it probably takes about 25-27% of total India smartphone revenues, and likely about at least 75-80% of India smartphone profits given the razor thin profits at the low end of the market.
    tmay

  • Copyright laws shouldn't apply to AI training, proposes Google

    Bart YBart Y
    As always take before copyright owners (your data, track everything) can opt out.  Same old Google, what’s yours is ours, unless you say no, and even then maybe we’ll take it anyway.

    How about nothing is yours, and it’s your job to ask permission and then get a decision from the IP owners??? Because that’s the way it’s done by the law, and morally right.  

    Too hard for a huge company like yours?  Too ethical?  What happened to “do no evil?”  Oh right, rhetorical question.
    williamlondonFileMakerFellerdanoxwatto_cobra

  • Apple's Eddy Cue says Google is default search engine because it is the best option

    Bart YBart Y
    Google needs Apple and Apple user search access much more than Apple needs Google.  Sure, Google’s payments mean a lot to Apple’s Service revenues top and bottom lines, but $15-19B a year is nothing compared to how much ad revenue and data gathering Google would lose from not being default on iOS.  Even a 50% switch away to DDG, Bing, or other search engines would impact Google’s ad revenues severely.  
    Alex1NAlex_Vwatto_cobra

  • iPhone users delay upgrades as Android owners are upgrading often for newer tech

    Bart YBart Y
    Oh, one other thing,  iPhones last longer, are generally more reliable, and are supported in reality at least 6-7 years, and of course continue to function well on their last iOS update for additional time.  Plus it’s documented that they have higher resale value, and lead in the refurbished and used  markets because there is a demand for them.  

    Older Android phones lose value rather quickly, and cheaper, less expensive midrange and low price Androids lose value very quickly, partly because there are so many of them and they are flipped every 2 years when their OS support runs out.  Now given >850M Androids fall into that category,l every year, just what happens to the used, broken, or now mostly worth-less Android mid rangers and low price tier phones they are exchanging from?  If even half of those end up as e-waste, that’s a huge huge e-waste problem and I rarely if ever hear about Android makers outside of Samsung offering ANY verbiage or ACTIONS to address recycling or materials recovery.  

    In my understanding, Apple has established robust self-recycling, user based recycling, or recycling and trade in gathering to address any iPhones brought to Apple or carriers, and shuttles the best for refurbishment or resale, Apple or third party, and the rest is recycled by Apple or partners.  Given demand for iPhone repair parts, that’s another reason for Apple resale or reuse value vs Android.
    thtwatto_cobra

  • Orange County police considering Apple Vision Pro to process surveillance data in real-tim...

    Bart YBart Y
    ralphie said:
    Seems like great use of taxpayer money /s

    It’s a gift from the Police Foundation to explore the use cases and see if it could help.  Taxpayer money would fund the evaluation time.
    20k so, about 5 VPs?

    People keep harping on the price without factoring in the millions spent developing the product. Zero profit for Apple so far, most likely. 

    It's a super-advanced computer in a headset, and worth every dollar. I just wish I had the $5000 CAD to buy one. haha
    My guess is the harping is due to them wanting one while not being able to afford it. 
    But just pointing out the obvious that the 20k investment is basically just 5 headsets  the money amount sounds like it is a bunch of headsets but it really is just a few 
    The number of headsets would be enough for a pilot program, a lot like developers buying a few to test try apps and see how they look and function.  This is not where the departments are considering actual deployment to select groups of officers.  Just like the battlefield, information can be useful and vital.  Considering what we see in movies and television where data, info, and web scouting may yield clues, maybe it really can work in real time in the field or faster in the office / precincts.  Also, connecting in real time via Facebook, datalinks, and written or visual comms could be very helpful in interdepartmental or interagency collaboration.

    an interesting and imaginative application of the Vision Pro.
    watto_cobra