avon b7

tmay said:

avon b7 said:

tmay said:

avon b7 said:

Atherton Research thinks this could be the outcome:


https://www.forbes.com/sites/jeanbaptiste/2018/04/18/study-what-if-china-bans-apple-to-retaliate-for-u-s-sanctions-against-huawei-zte/amp/

Lots of wanking, I surmise, over the fantasy of Apple's collapse, but do recall, that Apple has proven itself nothing if not adaptable and resilient, backed by a double buttload of cash. More to the point, you are basically arguing that Apple is generating a shit load of revenue and profit in China that they could lose, yet you continue to point out how Apple is failing in China.

Certainly, it can't be both.

More to the point, do you really want a hyper competitive Apple redirecting those so called redundant employees to moving the supply chain from China to democratically governed nations? I'm thinking that China banning Apple is pretty much a scorched earth economic policy, and would likely lead to the collapse of the world's economy into deep recession from all of the investment leaving China. This isn't a fantasy. 

I'm guessing that Huawei wouldn't do so well in the economy either, and I assume that you remember how bad Spain suffered even just a few years ago. Yet you seem to look forward to that carnage.

How can I be looking forward to the carnage when I explicitly stated I hope it doesn't happen?

Apple is resilient because of its cash hoard  but look what happened to the share price on the news of iPhone X slowing (a slowing which is completely logical btw). 

The loss of China would would have a gigantic impact on Apple. And that's from whichever way you look at it. Relocating manufacturing would be extremely difficult without the assistance of Chinese expertise. Prices would go up. It would cost Apple literally billions in lost revenue and restructuring.

"Certainly, it can't be both"

It certainly can. Such is the importance of China (even a poorly performing China) for Apple.

The YoY growth for Apple in China is good news (great even) but if 2018 unit sales are less than 2017 it will be difficult to point to revenues (as TC surely would) as a way to distract opinion from the downward trend.

"Investment leaving China"?

What about investment in the US? China is the largest non-US holder of US debt and has already begun reviewing new purchases because of what it sees as US protectionism.

A full blown tit-for-tat trade war would be bad for everyone but China has made it clear it will do what it has to do and some analysts have already claimed that Apple is very much in the next packet of Chinese retaliation should the situation worsen.

Stop with the FUD.

I did a number of Google searches, over a couple of days; there is literally only a couple of articles to this effect. an outright ban of Apple products in China, and none with authors with any relevant knowledge on the subject.

So I'm calling you out for your bullshit about China banning Apple, which you push because that's all you have to support your worldview of Huawei dominance. 

Here's a more realistic view;

https://www.nasdaq.com/article/why-apple-aapl-stock-can-withstand-a-chinese-trade-war-cm943938

The truth is, there is a far higher likelihood of Tariffs imposed by the U.S. on products imported from China, including Apple's, over an outright ban of Apple products in China by the Chinese government. The fact is that Apple competes in many countries with high import tariffs, some in the range of 50%.

For the record, China has comparable bans in place against a number of American companies, so U.S. restrictions on sales, not the outright bans on Huawei and ZTE that you have been stating, aren't going to trigger a wider trade war any time soon. If anything, the Chinese are putting pressure on certain products from a small number of states that are reliant on agriculture.

China has no desire to stop the flood of the IP and manufacturing processes from the U.S. that they want to modernize their industry and military.

https://www.ped30.com/2018/05/05/apple-iphone-x-bungee-jump/

“We estimate the Apple iPhone X shipped 16.0 million units and captured 5 percent marketshare worldwide in Q1 2018. For the second quarter running, the iPhone X remains the world’s most popular smartphone model overall, due to a blend of good design, sophisticated camera, extensive apps, and widespread retail presence for the device.”

Oh, and the highest ASP as well.

You can stop your FUD about Apple's iPhone X as well; it's doing very, very well, contrary to your spin. 

https://finance.yahoo.com/news/apple-buffett-saw-value-acted-122427195.html

Here we go again:

https://dazeinfo.com/2018/04/20/china-bans-apple-huawei-fortune/

https://www.investopedia.com/news/taiwan-semi-warns-trade-war-would-hurt-apple/

https://www.theguardian.com/world/2016/nov/14/china-threatens-to-cut-sales-of-iphones-and-us-cars-if-naive-trump-pursues-trade-war

http://fortune.com/2018/03/26/data-sheet-apple-china-trade-war/

https://www.npr.org/sections/parallels/2018/03/22/596011975/how-china-may-fight-a-trade-war-with-the-u-s

https://www.bloomberg.com/news/articles/2018-03-07/the-u-s-businesses-at-risk-from-trade-war-with-china-quicktake

https://www.cnbc.com/2018/03/12/tech-investors-in-apple-and-other-stocks-in-crosshairs-of-trade-war.html

Tim Cook, Donald Trump, China:

https://m.economictimes.com/news/international/business/apples-tim-cook-to-meet-with-trump-amid-china-trade-tensions/articleshow/63919645.cms

That just a cursory copy/paste.

What you see in a Google search doesn't have to be what I see in a Google search. This is the second time you have called FUD on something simply because your Google search didn't bring back enough results for you.

My Google searches return results in four languages. How many do you use?

However, the amount of search results is moot when you have this one to hand:

http://www.globaltimes.cn/content/1017696.shtml

Global Times is the state run Chinese news outlet. If there is one outlet that speaks almost literally in the name of the government it is that one. It is the mouthpiece of the government. You could have a million sites claiming something but they ALL pale into comparison to that one.

That editorial (yes, an editorial) contains a message. A very clear message. Since then they've had over a year to plan and wait on Donald Trump's actions. 

You are welcome to call it FUD but believe me, the US government, Tim Cook, Boeing etc all take those kinds of messages very seriously.

You are way off base if you think TC didn't speak specifically about this issue with Donald Trump in their private meeting.

After spending more than a year testing the Kirin 970 SoC on AT&T networks and closing the deal to have them distribute Huawei handsets this year, the (done) deal collapsed in a question of hours due to alleged political pressure.

These things come seemingly from out of nowhere and you probably won't get much time to react if they happen. The Huawei deal was done and WIDELY reported in the press before it fell through and Richard Yu was royally pissed off. You are not going to get a telegram advising you long before these things happen. You have to listen to the messages coming out of China and interpret them.

So please don't try to support your FUD claims on your lack of Google results. By your own admission you didn't come up blank, did you?

What is more, no one has even claimed any of this would happen. All that has been claimed is that the risk is real. And it is.

Soli said:

KITA said:

Soli said:

KITA said:

linkman said:

KITA said:

I'd be curious how something like the MateBook X Pro would fare. It has a 14" 3000x2000 display with the same brightness and color gamut as the 13" MBP. They also managed to stick a low power dGPU in there, the NVIDIA MX150 with 2 GB GDDR5.

[image]

MateBook X Pro? Just how is that not trademark infringement? Huawei even capitalizes the B in the name. And the laptop is very similar looking to the MacBook Pro. If I were Apple I'd definitely be suing.

Why would it be a trademark infringement? While certain aspects look similar to a MacBook Pro, it has a 3:2 touch display with essentially no bezel and a camera hidden in a keyboard key. These are very distinct design features.
 
[image]

Apple never sued ASUS for any of their ZenBook laptops and some of those look very similar to the MacBook Air.

[image]

Having a distinct feature doesn't mean it's not infringing, or are you McDowell and think your burger is "distinct" because you omit the sesame seeds on the bun? The difference between MacBook Pro and MateBook X Pro are very close and they're the exact same type of product for same type of customer so I easily see how this is infringing on Apple's brand.

[video]

The distinct features are inherent of a different design. Even the chassis is a different shape than the MBP.

Again—and more directly, this time—what the fuck does that have to do with the god damn name?

For naming:

In 2011 there was the Huawei Ascend X.
In 2013 the Huawei Ascend Mate line was released.
Later, 'Ascend' was dropped from the name leaving just 'Mate'.
Later came the P series with 'Pro' versions.
The exact same naming options were applied to the Mate line so there are Mate Pro versions too.
When Huawei entered the laptop market it didn't take a genius to come up with 'MateBook' for naming in different versions. It makes complete sense and no one has had any complaints whatsoever. Likewise, with the step up in features, adding the 'Pro' label to MateBook was a no brainer.

The names are somewhat similar but no one is going to confuse them. Both have their own reasons for having the names they have.

When I changed the iPhone 6 battery out of warranty at an Apple retail store, the front end staff carried out a diagnostic test followed by a visual inspection for  damage (including water damage). All of this with me overseeing the process. After that I was told it could go into the backroom for change. When I agreed to the swap, almost at the same time, I was informed of the 'buts'. They were:

1. If any danage was found upon opening the unit I had to agree to a swap for another phone at an 'agreed' price set by Apple (already stipulated in the battery swap paperwork).

2. The same would apply if Apple broke the phone on trying to open it or once opened. They could not guarantee that wouldn't happen due to the way the phones are designed.

In the end everything went well and after a two hour trip to the store, a five hour wait and another two hour trip back home, the only issues I had were with how things were commumcated to me and the approx 100€ hole in my pocket.

If batteries are going to need changing during the life of the phone, the phones should be designed with that in mind. Making something 'doable' if necessary (but with higher risk of damage during the process) is not the same as a making something 'doable' with far lower risk of damage through design.

anantksundaram said:

avon b7 said:

anantksundaram said:

avon b7 said:

... Samsung does well enough in the US and they must be the number one 'knock off' brand in your way of thinking.

Samsung is not “..the number one ‘knock off’ brand in your way of thinking”?

Thanks for the laugh. 

I never said it was and yes, the term 'knock off' is laughable by today's standards but some people just can't seem to get over issues long past, so, in effect, for those same people, Samsung (who Apple actually took to court - and rightly so - for knocking the iPhone off - 'stealing' its design) are part of the 'knock off' brigade.

Ridiculous by all accounts today, as is claiming anything Huawei does is also a knock off.

But does it change anything? The point was Samsung is successful in the US and there is no valid reason to think Huawei wouldn't be. Not even the pronunciation. The entire northern hemisphere (save USA) has had zero problems with the name. I doubt it would be an issue.

Name one major smartphone innovation from Huawei. 

AIIS

tallest skil said:

saltyzip said:

...it's a natural progression…

Ah, that old paid shill chestnut. How I… didn’t miss it.

...as the profit margin on the phone is absolutely ridiculous…

So what is the margin?

So apples problem is how do they keep those ridiculous iPhone profits coming in, and the answer is they won't be able to for much longer, that is just simple economics.

Yeah, call us when Apple stops taking in 90% of the industry’s profit, then.

Just last year it had allegedly dropped to 60%.

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

Then rose again (iPhone 2017 refresh).

With next week's earnings call, we will see new adjustments to the figure banded around by analysts.