DanielEran

cropr said:

9secondkox2 said:

So samsung isn’t selling as many of the OLED screens because their own phones and other android devices arent as strongly demanded as anticipated.

I've read the press release of Samsung and the reality is slightly different.  Samsung is not only making OLED displays for smartphones but also mobile chips.   The sales figures for the mobile chips remain strong while the sales figures for OLED displays are weakening.  This can only be if:

•  the demand for smartphone models with Samsung OLED displays and with Samsung mobile chips is in line  with the expectation. 
  
•  the demand for smartphone models with a Samsung OLED display but without Samsung mobile chips is not as anticipated.  
  

Samsung models are in the former category.  The iPhone X is in the latter

I am not saying  that there is 1 to 1 correlation between the weakening OLED figures and a possible weak iPhone X demand (there might be other models responsible for the weak OLED figures),  but your conclusion is definitely wrong

If you had actually read Samsung's earnings statements you'd know that the company didn't report that OLED sales were down 3%.

What it reported was that its entire Display Panels segment was down, and it specifically highlighted problems with both OLED and LED running into competitive pressures. 

The only reason OLED was pulled out here was to create a BS story that could be laid on iPhone X.

Also, Samsung doesn't just sell chips and displays for phones.  

Apple began working with Gemalto nearly a decade ago on SIM-less (M is for module, the removable plastic mini-card that GSM/LTE devices have always used) devices, and it was expected that iPhone 4S would ship without a SIM card. It was blocked by AT&T.

"Apple SIM" was a second attempt to achieve device portability using a proprietary solution. Apple then pushed eSIM on Apple Watch 3, with some support of other vendors. Again it is mostly the big two US carriers who are against device portability, even after moving away from subsidising phones.

You'd be surprised to find out how much tech Apple has developed only to have it blocked by partners/patent trolls/rivals. Apple never talks about the things it worked to do but failed to accomplish, because the only thing that can be accomplished by that is burning bridges. Perhaps eSIM will eventually make its way out, sealing another open hole on iPhones that otherwise needs needs a gasket and which takes up unnecessary space inside the device.

avon b7 said:

StrangeDays said:

DanielEran said:

Carli said:

Good article. The aspect missing, though is that Apple consistently charges ridiculous premiums for its phones. Recognizing that they have right to do that as long as customers pay for it, is fair point, but it is still worth noting that this is nearly predatory behavior. Eventually, companies do get punished for that by consumers. Good author that wants to sound independent (i.e., avoids being labeled as fanboi) should point that out. It makes article more credible.

Apple's overall margins are around 40%. Most retail has a 50% markup on merchandise (such as clothing) to sell in a store. Software is commonly sold at a tremendously high margin because there is little cost in making digital copies.

Often more. I've done business with big box stores and have friends in furniture, and they expect a 100% markup -- buy at X, sell for double-X. This is called keystone pricing:

https://fitsmallbusiness.com/product-pricing/

The term Keystone Pricing means a standard 100% markup, or doubling a product’s wholesale cost, to get the selling price.

Keystone Pricing Math: Cost x 2 = Selling Price

Keystone pricing is the retail pricing rule-of-thumb and also extends to retail ecommerce. 

...Americans pay a 100% on tons of stuff from name brand retailers, every single day. People aren't freaking out or calling it "predatory pricing". But...Apple!

A lot of high markup products are highly volatile, seasonal, or perishable products or products where someone is sitting in the middle with enormous control over distribution.

You cannot reasonably compare the markup on a T-Shirt or a red pepper with a computer.

Look at the price of Smints per kilo and you might find you are paying more per kilo than some of the best Iberian ham.

Hard to make any sense of what you’re saying here. But “price per kilo” has absolutely nothing to do with markup or margin. 

You should read more and comment less. 

StrangeDays said:

DanielEran said:

Carli said:

Good article. The aspect missing, though is that Apple consistently charges ridiculous premiums for its phones. Recognizing that they have right to do that as long as customers pay for it, is fair point, but it is still worth noting that this is nearly predatory behavior. Eventually, companies do get punished for that by consumers. Good author that wants to sound independent (i.e., avoids being labeled as fanboi) should point that out. It makes article more credible.

Apple's overall margins are around 40%. Most retail has a 50% markup on merchandise (such as clothing) to sell in a store. Software is commonly sold at a tremendously high margin because there is little cost in making digital copies.

Often more. I've done business with big box stores and have friends in furniture, and they expect a 100% markup -- buy at X, sell for double-X. This is called keystone pricing:

https://fitsmallbusiness.com/product-pricing/

The term Keystone Pricing means a standard 100% markup, or doubling a product’s wholesale cost, to get the selling price.

Keystone Pricing Math: Cost x 2 = Selling Price

Keystone pricing is the retail pricing rule-of-thumb and also extends to retail ecommerce. 

...Americans pay a 100% on tons of stuff from name brand retailers, every single day. People aren't freaking out or calling it "predatory pricing". But...Apple!

Yes thanks for the correction. I meant to say components are generally 50% the retail price, ie 100% markup.  

Raging Heretic said:

Nice chart. All it shows is that the iPhone X is the highest selling iPhone. LOL There are 10 devices listed on that list, of them, 8 are iPhones. The other two are Samsungs. Does DED know that there are a ton of different manufacturers that produce Android devices? Apparently not. Amazon, LG, Huawei, HTC, Google, Motorola, Essential, Sony, Lenovo... all of these phones run Android. This is a poorly written and grossly biased native advertising piece for Apple. Apple has like no market share.

Read the caption on that chart and think about it for a little bit. It’s okay to edit your comment or just delete it if you realize how stupid it is.