kevin kee

2nickelstripper said:

kevin kee said:

2nickelstripper said:

NY1822 said:

2nickelstripper said:

Even as along time Apple user, I can say they are going down. The premiums are no longer worth it vs. windows. 

Wow...that's an interesting take...Apples downfall due to Windows.

Never thought I would say it. Everything I have is Apple. Same with my family. Computers, iPads, Phones, Apple TV.  I need a new computer. I can’t find anything that makes sense in the lineup. iMac is old. Mini is bad at graphics and storage. Laptops are ok, but very expensive. I’m basically switching to windows this generation. Just seems better. 

If everything you have right now is Apple, then you should know that by switching to Windows, it would just be a matter of time you go back to Apple. Do not underestimate the stickiness of Apple ecosystem and the cost of replacing that 'convenience' with another system. I was in your situation before, did that once regretfully and I returned to Apple. 

You could be right. Different now I think. In past years Apple was ahead. Seemed to peak in Vista times. No longer the case. The rest have caught up as Apple hasn’t really done anything but upgrade existing parts and try a few features that didn’t really work (e.g., Touch Bar). 

radarthekat said:

2nickelstripper said:

Everyday it becomes clearer that the folks writing these articles are taking a bath holding Apple stock.  They are doing anything they can to convince themselves and others it’s all fine and dandy. 

I would not advise touching Apple stock other than to quick flip a short to cash out on people trying to bottom fish the rips.  If this thing goes below $150 look out for some real old fashioned panic selling goodness. 

Even as along time Apple user, I can say they are going down. The premiums are no longer worth it vs. windows. 

Remind me, where can I buy a Windows phone?  Hey, but thanks for playing.

Have you tried the HUAWEI Mate 20 Pro?  Blew me away. Not a phone that is years behind, but maybe even ahead. Who needs a Microsoft phone?  What does that even mean?

2nickelstripper said:

NY1822 said:

2nickelstripper said:

Even as along time Apple user, I can say they are going down. The premiums are no longer worth it vs. windows. 

Wow...that's an interesting take...Apples downfall due to Windows.

Never thought I would say it. Everything I have is Apple. Same with my family. Computers, iPads, Phones, Apple TV.  I need a new computer. I can’t find anything that makes sense in the lineup. iMac is old. Mini is bad at graphics and storage. Laptops are ok, but very expensive. I’m basically switching to windows this generation. Just seems better. 

78Bandit said:

corrections said:

78Bandit said:

corrections said:

78Bandit said:

This actually fits nicely with the rumor Apple is restarting production of the X because it has a glut of OLED panels it was obligated to purchase from Samsung.  If that rumor is true and Samsung had a guaranteed minimum number of panels Apple agreed to acquire then any slowdown in OLED iPhone sales wouldn't affect its revenue in an unanticipated  major negative way.  You wouldn't see the effects on Samsung's revenue until the after the contract was up for renewal as Apple couldn't cut it's order mid-cycle like it can with smaller suppliers.

Rampant speculation based on "maybe this could be happening" guesswork is called conspiracy theory. It's easy to construct a narrative where parts of the story are designed to fit together with other rumors or conjecture.

It's not news or reality though.

It's not even clear that Apple ever stopped production of iPhone X. It only stopped selling it in the USA, to focus on its new models. In some other countries, it continued to be sold, the same way Apple kept selling the 6 long after ending its sales in USA.

When the same sources claim that Samsung was selling few OLEDs because iPhone X demand was weak come back in 6 months and say Apple had minimum quotas that are keeping Samsung afloat because iPhone demand is weak, that should tip you off that they are lying to promote a perpetual narrative that iPhone sales are weak, which is the opposite of every real point of data we have.

iPhones are selling for $800 next to $200 Androids, and sales figures were slightly up this year in a market where smartphones are shrinking. It's totally asinine to be creating new possible stories to explain how Apple is in a desperately bad position and that nobody wants iPhones. 

 

From  the article:  "The only explanation is that it continues to benefit from a solid customer with strong sales, and Apple is by far the primary driver of the high-end, flexible OLED panels that Samsung credits for its component sales success."

I was simply pointing out that there is another possible explanation that has already been brought up that would call into question the assertion that Apple must have strong sales for Samsung's revenue to be what it is.  Yes, it is speculation, but no more so than this article either.

Is it any less of a conspiracy theory to say "Samsung's sales are strong, therefore Apple's sales must be strong too"?  It is still a "maybe this could be happening" guesswork that takes particular facts and uses them to fit a predetermined narrative.

none of the things you said are based on any verifiable facts. 

On the other hand, we do know where high end flexible OLED panels come from, and we do know where they are sold in commercially significant quantities. There is no "maybe" conjecture. 

The verifiable facts are multiple suppliers of iPhone components have issued revenue guidance warnings lately.  It is no less speculative to attribute that to iPhone sales woes than it is to attribute Samsung's good revenue to positive iPhone sales.  Neither Samsung nor the other suppliers have gone on record as to exactly what Apple's orders are, so any assumptions based on overall results/warnings are pure speculation on either side.

We know where face ID cameras come from (Lumentum which counts on apple for 30% of its revenue), that supplier issued a warning.
We know where the audio chips come from (Cirrus which counts on Apple for 80% of its revenues), that supplier issued a warning.

These are not insignificant quantities of components provided to Apple.

Apple could be having poor iPhone sales or it could be having record iPhone sales, and there is verifiable information that can be used to form an opinion either way.