avon b7
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Apple's iPhone sales down 13% in Q3, accounts for less than half of total revenues
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Intel sold smartphone modem business to Apple because only serving Apple was unattractive
reroll said:Wondering about what this last comment will concretely lead to: move processing from clouds to the networks. I think I understand the idea, I’m not sure what they can achieve that isn’t already possible with the cloud.
I think that is one area that intel might be referring to. There are probably others. -
Editorial: Apple's Q319 earnings destroy a mountain of fake data and false reporting
bells said:avon b7 said:Stopped reading after this:
"Cook didn't even mention the millions of Huawei Androids that were diverted from Western markets to the domestic Chinese market in a desperate rash of discounting promotions this year. That's pretty clearly because Huawei's phones are not being sold to iPhone users, despite the constant insistence that Huawei is somehow pushing Apple out of business in China, when clearly that's not the case. "
Please provide supporting links to back this claim up.
As for the supposed claim by certain watchers that Apple wouldn't be able to shift X series phones, why did Apple pay a 'penalty' clause to Samsung for not reaching the contracted orders for displays?
Clearly someone got their estimates very, very wrong.
Even if true, the rumor concerns OLED displays not LCD displays. It is quite possible that Apple over estimated the more expensive iPhone XS sales that have OLED displays, but under estimated the less expensive iPhone XS sales which don't use OLED displays. So if accurate, Apple could sell less XSs than thought thereby owing Samsung a penalty, but selling way more XRs then thought resulting in a net gain for Apple.
It wouldn't even matter if I provided a link to a simple rumour, be it from Android Central or wherever. The point is that something, anything could support the claim. Have you seen anything to support the claim he made? I haven't. That's why I asked for a simple link.
As for Samsung and the display order penalty, would you accept it if the news were published by AppleInsider?:
"Samsung would have seen an even lower number for quarter two if not for a one-time payment from Apple. The iPhone maker reimbursed the Korean tech giant an estimated 800 billion won for unfilled OLED orders after negotiations to find an alternative contractual solution failed."
https://forums.appleinsider.com/discussion/212252/samsung-reports-56-profit-decline-in-q2-on-weak-memory-chip-sales/p1
As for your speculation on LCD panels cancelling out any losses on OLED panels, I think doesn't make a lot of sense.
If iPhone Xr handsets were selling so well, the discounts/trade-ins would never have materialised (much less before Christmas day) and what was originally claimed to be a limited time offer would not have continued to this very day.
That is why I feel those price reductions will be factored into the 2019 refresh.
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Editorial: Apple's Q319 earnings destroy a mountain of fake data and false reporting
rundhvid said:"we continue to see phenomenal demand for AirPods, and when you tally up the last four quarters, our Wearables business is now bigger than 60% of the companies in the Fortune 500."Hats off to all employees at Dell, Samsung and the rest of the tech-industry for staying motivated and performing their duties all day long, year-after-year, when the companies they work for are being embarrassed to no end by Apple and their highly successful way of executing product-design and manufacturing. It’s not like Apple is extraterrestrial or something—they have iPhones, Watch etc. and the corresponding Android products are not that different—it seems like a fair fight. Yet it isn’t, because there are real differences between the products which translates into distinctly different user-experiences.
I truly cannot comprehend how executives and managers involved with strategic decisions in Apple-rivaling companies (an oxymoron, perhaps...?), are able to fully commit to their new product with true belief in the claimed performance and predicted impact on the market—without feeling a little uneasy or outright thinking “why bother?“
I don't see a connection to Samsung, Android etc.
Android wearables sell in huge numbers and are growing thanks to the Chinese manufacturers. -
Editorial: Apple's Q319 earnings destroy a mountain of fake data and false reporting
StrangeDays said:avon b7 said:StrangeDays said:avon b7 said:Stopped reading after this:
That, in no way constitutes a 'narrative'. It constitutes - knowledge and opinion - and everyone (myself included) can benefit from that.
If I don't know what I'm talking about I prefer to stay out of the discussion unless I'm giving a simple personal opinion.