avon b7

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avon b7
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  • Apple's iPhone estimated third on units, number one in revenue in China

    avon b7avon b7
    Apple to Xiaomi is like USA to China. Two of them are number one in terms of (cough) "units" produced. As for the revenue....ehh, that is a different story altogether.

    To be fair, it is a different story 'by design'. The much talked about 5% cap nakes it a different story, at least for hardware.

    However, if you read the bank valuation reports prior to the IPO, ALL of them highlight where Xiaomi's real growth potential is and actually it is the same story as Apple's: services.

    Xiaomi has a product portfolio of around 300, many re-branded. Per the evaluations, revenues are potentially very attractive but transforming potential into cash is the key.

    https://www.techinasia.com/xiaomi-ipo-business-model
    muthuk_vanalingam

  • Samsung's Galaxy Tab S4 focuses on productivity to take on iPad Pro

    avon b7avon b7
    Soli said:
    Is Android even idealized for tablet use yet?
    It's been a while since I used an Android tablet (Samsung, Woxter) but the experience wasn't as good as with my Mini 2.

    No idea if things have improved.
    muthuk_vanalingamjbdragonRayz2016AirunJae

  • Huawei surpasses Apple as world's No. 2 smartphone vendor

    avon b7avon b7
    LOL. Who cares about units shipped? Down that road lies ruin.
    Given that Huawei has just announced half year results that show a 15% increase in revenues and an increase in margins and last year they counted their profits in the billions, units shipped is a massive metric for such a vertically integrated company.

    One example:

    https://appleinsider.com/articles/17/12/13/apple-samsung-could-be-only-smartphone-makers-with-7nm-chips-in-2018

    Far from Apple and Samsung being the only players likely to be able to afford 7nm chips, Huawei is on track to be the first out of the gate with one.

    The date is 31.08.18 at IFA Berlin. Just 30 days from now.

    If you are selling at a profit, units shipped is a key number. Each of those units is of course a sale that a competitor didn't get.


    muthuk_vanalingamelijahgHypereality

  • Notes of interest from Apple's Q3 2018 conference call

    avon b7avon b7
    60% of Mac sales to new users. This is the second time in recent memory this has happened. The last one was an Xmas quarter I believe.

    I find that somewhat intriguing.
    racerhomie3claire1chasm

  • Google's Pixel Android strategy is destroying HTC the same way Moto X gutted Motorola

    avon b7avon b7
    nunzy said:
    Google tried to kill iPhone. But instead it killed HTC.
    They author neglected to point out the the last phones were only sold in a few countries (6-8?) Whereas the iPhone is sold in over 70.

    Google didn't have the slightest possibility of killing the iPhone. You think they tried but you are wrong.

    That said, it is clear they are not throwing in the towel just yet. They recently took onboard a lot of engineering talent and there are Pixel 3 rumours everywhere. The Pixel 2 doubled the previous attempt (in unit sales, I believe) and it's clear they are taking things step by step and testing their design, supply, marketing and support options.

    I don't know if they are in it for the long run but it's way too early to draw conclusions and the idea that they were somehow the jinx on HTC is pretty wacky.  The entire smartphone market has changed radically ina few short years. Even Apple's sales have been flat for a while now.
    muthuk_vanalingamnunzy