avon b7

Dracarys said:

What nonsense. Just because the profit margins went higher for Apple, doesn't mean that cheap phones are dying. 

Much less that they delivered the 'KO punch' to cheap Androids.

"Conversely, over the winter quarter commodity sales of cheap Chinese Android brands (including BKK's formerly fast-growing Vivo and OnePlus; LeEco; Coolpad and scores of others)"

OnePlus! Since when was OnePlus cheap? Even the OnePlus One debuted at $299 for the cheapest model back in 2014. The OnePlus 6 will probably go for over $500.

Huawei announced months ago that it would be pulling out of the low ground to focus on the middle, high and ultra high end. Long before the iPhone X appeared.

https://www.channelnews.com.au/huawei-announces-move-away-from-low-end-smartphones/

Seeing as it is one of the world's top three manufacturers I'd say it had an impact.

Ironically, now that it has had major success with its push into the higher end and increased pricing by around $100 on many models, it has recently announced a controlled return to lower end phones. It's part of their roadmap and I very much doubt the iPhone X had anything to do with it.

More likely the lowest end Android market was already moving in that direction as early as Q1 17 all by itself:

https://www.counterpointresearch.com/affordable-premium-smartphones-grew-49-annually-in-q1-2017/

That showed a 12% drop in low end handsets but a 49% leap in the 'affordable premium' segment which of course, isn't in the cheap segment either.

franklinjackcon said:

AppleInsider said:

but both Google and Android enthusiasts note that shopping outside of Google Play is exceptionally dangerous due to the malware and spyware that satiates open software markets.

This is a bit like saying walking outside is dangerous. Yes, it can be, if you have must or choose to frequent dangerous areas. But the vast majority of people buying outside of the play store (in the US, as this data looks at) are giving their money to established companies like Spotify and Netflix on a desktop.

DED, it would be interesting to see an unbiased look at the two different business models. Rather than saying Google fails at being Apple, why not look at what it is actually trying to do. Its goal is to get many devices into hands and make money from advertising in apps rather than clip the ticket on app purchases. The world is better if we have competing business models.

Agreed. It would be better if this claim were supported with a link but even then it wouldn't hold much water:

"Android enthusiasts note that shopping outside of Google Play is exceptionally dangerous".

The title would be more correct if it stated this information is limited to U.S. App Store. The linked source article makes this clear:

"U.S. iPhone Users Spent An Average of $58 on Apps in 2017, 23% More Than the Year Before"

The numbers are estimates, not absolute numbers, and although the article states that Google Play doesn't represent the entirety of the Android App store market, no estimate is given for how much the missing part could represent. Without such an estimate, the whole idea is out of whack.

A far better observation could be made if it were based on numbers (even estimates) worldwide.

Last year Android App stores were on track to overtake Apple (not sure if services and subscriptions are included, though):

"However, when factoring in Google Play and third-party Android stores combined, consumer spend should overtake iOS for the first time ever in 2017"

https://www.appannie.com/en/insights/market-data/app-annie-forecast-2017-mobile-app-store-revenue-exceed-139-billion-2021/

It would be more interesting to see how that eventually played out.

mr lizard said:

Catch up Huawei! 

I think they are progressing well:

https://www.forbes.com/sites/bensin/2018/03/30/huaweis-2017-profit-growth-helps-explain-p20-pros-price/

And that is without carrier access to one of the world's largest premium handset markets.

If the US/China trade conflict escalates, some say the iPhone will be targeted in the next round of measures.

It's clear that Huawei can do well without the US. Can Apple do well without China?

Especially as Huawei is now doubling down on the rest of the world (and gunning for Apple and Samsung) in the process.

We see a lot of articles on Apple's top quarter but there are three others in the year and Huawei already overtook Apple for large parts of last year on unit sales.

https://www.telegraph.co.uk/technology/2017/09/07/huawei-overtakes-apple-worlds-second-biggest-smartphone-maker/

Soli said:

asdasd said:

I am glad they are not above 100% anymore. That was hurting my head. 

If this is based on that same "measurement" where you offset the losses for everyone else in the industry then that means Apple is losing ground. I hope that's not the case. I don't recall where that 100%+ came from, but I thin it's been several years since I've read them on this site.

You may be correct with your losing ground idea.

Chinese brands are pushing their profits up and that is at the expense of someone (probably a bit from everyone).

This article (link below) is also from Counterpoint and, more importantly, wasn't from a peak quarter:

https://www.counterpointresearch.com/chinese-brands-mobile-handset-profit-crossed-us1-5-billion-first-time-single-quarter/

From the 100%+ numbers, Apple seemed to be losing ground quite quickly (60% Q317 per Counterpoint above) but has rebounded a little it seems due to the X. Meanwhile, sales remain largely flat YoY. As the iPhone X was only on sale for 8 weeks in the quarter, some 
leftover demand may have spilt over into the quarter that is ending now.

This is news but I'm not sure it's good news for some users who may be paying simply to keep profits up. That's something each user has to evaluate and decide for themselves.

It would be nice to have a link to the source, I couldn't find one in the article although it wasn't hard to find online but only the cover statement is available without a subscription.

https://www.counterpointresearch.com/iphone-x-alone-generated-35-total-handset-industry-profits-q4-2017/

Looking at just one quarter, and especially Apple's peak quarter provides a rather distorted image. Annual numbers would give more insight.

From the above linked statement:

• Huawei was the leading brand among all the Chinese brands, withprofit increasing 59% YoY.
• With an increased mix of flagship sales for key Chinese brands, we expect profit share of Chinese players to grow in the coming quarters.

Huawei also saw a massive jump in sales YoY.

supadav03 said:

rogifan_new said:

All 3 lenses on Huawei P20 have OIS. Wonder if this will be the same with the next iPhone. The P20 camera is getting really good reviews.

,Just wonder how many lenses are really necessary. Feel like we’re getting into razor territory “our new razor has 5 blades!” Google’d Pixel has a pretty great camera, mostly on par with the X & S9, while only having 1 lense. I’d be surprised if this triple lens prediction comes true. 

I think it makes sense to wonder that.

I was holding off on any opinion until the first reviews appeared (as opposed to hands on) and they are now appearing.

All of them put the P20 Pro triple camera front and foremost and agree that it is taking photos that simply aren't achievable on any other phones (Huawei Mate RS excepted of course). That, coupled with the versatility of the three camera set-up.

Some don't like the post processing on the 'mode' shots but that can be disabled or you can shoot RAW if you prefer.

So far, it seems to have been well worth the effort. Not sure if we'll see triple front facing cameras but dualies already exist.