bobschlob

sog35 said:

bobschlob said:

I don't see your number for iPhone sales losses in there (you know... "hardware"; where Apple actually makes it's money?)

Apple will lose very few iPhone sales. Maybe a few million here or there. Most of the current iPhone users will not buy a $100-$300 Sony phone with iOS light loaded on it. But even if they do lose a few million iPhone sales Apple will make much more profit from the 600 million additional iOS users they gain plus $18 billion in licensing fees.

The key is not to license iOS light to phones that are high end. Only $100-$300 phones. Many who buy those cheaper phones have no possible way to buy $600-$900 iPhones anyway. I think its a win win for Apple. The only one that losses is Android and Google.

The way I see it is two options:

Apple does not license iOS:
Sell 250 million iPhones
$40 billion in iPhone profit

Apple license iOS light:
Get $30 royalties on 600 million phones
Sell 230 million iPhones
$36 billion in iPhone profits
$18 billion on royalties profits 
$3 billion on additional services revenue from additional users
Total $57 billion in profit

Apple is losing out on profiting on the $100-$300 price point which makes up over a billion units a year.

sog35 said:

Good job Apple.

With the SE there is a great new iPhone for $399.

Now Apple needs to get iOS on phones from $100-$300. To do that they should license iOS light version to selected manufacters.

If Apple plays its cards right it can get 50% market share of the smartphone market.

Apple should charge the greater of $20 or 15% license fee per phone. They could probably sell 600,000,000 licensed phones a year.

600,000,000 x $30 license fee = $18 billion in almost pure profit

singularity said:

bobschlob said:

...As opposed to how many requests on how many google accounts? (or maybe no "request" necessary in those cases?)

Do you expect that info from an Apple report?

irnchriz said:

Typical, spunking away tax payers money.