avon b7

geekmee said:

Is this from the same IDC that in 2011 that predicted by 2015 Microsoft would squash Apple in phone sales??

To be fair, Apple uses IDC data in presentations when necessary.

hexclock said:

I wish some of these European countries would build big companies that we could tax. But, they never seem to. I wonder why?

There are plenty of big EU companies operating in the US. However, I believe they pay their taxes.

On top of that they have to comply with US FATCA reporting from the within the EU.

That compliance has been a headache and extra cost for many.

5G is an umbrella name for many things.

There are comments here that are very US focused but obviously 5G deployment will vary from market to market depending on the technology available. The US is late in many regards to 5G. So late that the president even considered the idea of trying to cook up a 5G just for the US and I'm not even sure that idea has been completely shelved yet. The US is trying to thwart competitors while it tries to catch up.

So what about those competitors?

China has recently stated that it will accelerate 5G deployments even faster than originally planned and is offering incentives to businesses that jump on board with 5G roll out plans.

Qualcomm has said it has agreements that will see its X50 modem used on thirty phones (mostly Chinese) this year.

The ball is definitely moving.

On an individual level, handset users will have to try and factor carrier rollout plans for their countries into their own upgrade plans.

Huawei announced last week a complete solution from mast heads, antennas, the Tiangang chipset (with NSA, SA and V2X support), modems (multimode Balong 5000) and its first commercial CPE device. The roll out will be detailed at MWC but most (or none) of that technology will ever see the light of day in the US. Huawei even had a light hearted jab at AT&T claiming that if 5Ge was really 5G then Huawei's last generation technology had been deploying it worldwide for the last two years!

Of course China (among others) will pick up the ball and run and this is the important bit - what you do with the technology and the experience you gain from it.

China clearly thinks that 5G will power an industrial revolution of sorts and wants its companies to lead it.

The faster the network infrastructure is laid out the faster they can put it to good use both on an industrial level and on a domestic level.

Of course, the first consumers to see this will be in areas with the highest populations. AFAIK, frequencies have already been auctioned and reserved for 5G in almost all countries planning to deploy it.

Being late to market in this case could have dire consequences. At the very least people might hold off on iPhone upgrades if there is no 5G iPhone this year. If there isn't a 2019 iPhone 5G option, there will be almost two years of watching the industry implement 5G and deploy solutions for it.

I'm sure that if Apple had access to a 5G modem today it would ship it in 2019 - independently of the state of 5G in the US because if (and perhaps it's a big if) 5G sees a major roll out in China, the iPhone will be at a huge disadvantage.

MacPro said:

k2kw said:

imoi said:

Having sold my last AAPL shares at 212$ in november, I've been watching the boat sink since then. I was thinking that I might have an opportunity to buy back at a nice entry level (below 140$) after next earning reports but the current management is so disconnected from reality, plus the global context, I see more downside coming, I'll wait for 110$. Signed Ex AAPL-long

Yes, I think that 2019Q2 will be even worse because its been a very good quarter for Apple in past years because of China.    Now with China turning away from Apple it could look like a bloodbath.

Listening to NPR last night they of course had as story about Apple in China.   One of the complaints was that Apple doesn't do enough to make their products special in anyway there.   Maybe they need to have a mini-WWDC in China.   So much of Chinese services go through WeChat that Apple isn't the Eco-system that it is in U.S.   

Wish AppleInsider had a reporter based in China/Hong Kong.    It's both important as a market for Apple and for the Supply Chain.   Rather get real reporting than DED's irrational rants when realty doesn't line up with his theories.

I've yet to read an article /editorial by DED that wasn't accurate.

You don't have to go back very far.

I think the same day he claimed Apple was doing just fine in China, Apple issued a profit warning - citing a slowdown in China as a major reason.

ericthehalfbee said:

avon b7 said:

clarker99 said:

Do the majority of Apple users even care what Android OEM’s are doing? (And vice versa?)

It's an industry thing. We need to look past platform specifics and see what's happening on a wider level.

People care when they are asked to pay high prices and certain features are missing but available on competing phones. In fact they even care when paying far less. Often you want the best deal possible for the price you pay, irrespective of platform.

The S10 is the Samsung iPhone X (ten year phone) and is supposed to be a key release. We'll see what it brings to the table but competition (P30 Pro) is going to be fierce.

MWC will bring a heap of announcements.

MWC will bring nothing new. It will all be minor incremental updates to existing technology that people will blow out of proportion as to their relevance. Then when the iPhone comes out with its incremental updates in the fall it will be criticized for lack of innovation.

- We’ll get newer OLED screens in a few new sizes/resolutions, but none of them will be calibrated for color accuracy so they’re all pointless.
- We’ll get newer slightly faster (but still inferior to Apple) processors which will mean nothing because Android Apps are a joke and none of them can utilize those processors anyway.
- We’ll get a bunch of new tablets with 1-2 year old processors that still won’t be able to compete with the iPad along with the same unoptimized phone Apps blown up to fit.
- We’ll get new Chromebooks that most Android Apps still won’t work properly on and still limited by the lack of serious Apps for Chrome.
- We’ll get Windows on ARM laptops that are still slow and are still limited as to what types of Apps they can run.

Oh, and everything mobile will be on Android so there won’t be anything new to see on the software side,

Not long to wait:

https://www.digitalcameraworld.com/news/huawei-p30-pro-camera-more-details-leak-and-its-all-about-the-10x-zoom-and-3d-sensors

https://www.gizmochina.com/2019/01/24/huawei-announces-balong-5000-5g-modem-with-up-to-6-5-gbps-5g-speeds-in-china/