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Apple's iPhone breaks sales record as smartphone market recovers
You are correct. I prefer FY24Q4 or Q4FY25 for Apple’s fiscal quarters and CY24Q3 or Q3CY24 as shorthand for typically reported quarterly information for general news consumption, the calendar year is easier for most people who are not direct shareholders or investors to understand.jellybelly said:
Its commonly accepted practice to state fiscal quarter as in AAPL’s case that occurs June through September as Q4, but to say Q3 2024 if your refer to the calendar quarter in which it occurs. It’s confusing, so I prefer Q3 C2024 or Cal Q3 2024. I think I’ve seen it that way. IIRCget serious said:Apple's 4th quarter ended on Sept 29th just over two weeks before the end of their financial quarter. I guess Canalys may use different quarters, probably like Loonies and Toonies same general shape just different.
There are enough companies not in sync with calendar quarters that a notation is needed if referring to calendar quarter.I think companies might do this so they have time for tax prep for end of fiscal year. Someone correct me if I’m wrong.
Company investors will be familiar with their company’s fiscal calendar and make the translation in their head. But yes, it is confusing, especially if you want to make annual or quarterly comparisons and make it clear for others.
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iPhone users delay upgrades as Android owners are upgrading often for newer tech
Oh, one other thing, iPhones last longer, are generally more reliable, and are supported in reality at least 6-7 years, and of course continue to function well on their last iOS update for additional time. Plus it’s documented that they have higher resale value, and lead in the refurbished and used markets because there is a demand for them.Older Android phones lose value rather quickly, and cheaper, less expensive midrange and low price Androids lose value very quickly, partly because there are so many of them and they are flipped every 2 years when their OS support runs out. Now given >850M Androids fall into that category,l every year, just what happens to the used, broken, or now mostly worth-less Android mid rangers and low price tier phones they are exchanging from? If even half of those end up as e-waste, that’s a huge huge e-waste problem and I rarely if ever hear about Android makers outside of Samsung offering ANY verbiage or ACTIONS to address recycling or materials recovery.In my understanding, Apple has established robust self-recycling, user based recycling, or recycling and trade in gathering to address any iPhones brought to Apple or carriers, and shuttles the best for refurbishment or resale, Apple or third party, and the rest is recycled by Apple or partners. Given demand for iPhone repair parts, that’s another reason for Apple resale or reuse value vs Android.
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iPhone users delay upgrades as Android owners are upgrading often for newer tech
And just how many of those two or more flagships do they sell every year. We hear about all the splashy new features, the innovations, and their latest, greatest, all fine and dandy, but what are the results, the actual hard proof that all of that sells? In this area of Flagship sales, the big Android makers with flagships don’t just have Android competition, but they have Apple as a competitor too. Apple as in a prospective buyer with means to afford a flagship, but will those feature woo them away? As for the Android “premium flagship” buyers market and population, as vocal and vociferous as they are on most tech sites, they really are quite small in actual numbers and install base.avon b7 said:You need only look at most of the iPhone/iOS tent pole features that have appeared over recent times.
A lot of them have been available on Android phones for years.
That is unlikely to change as there are still major features that have yet to come to iPhone, together with the fact that the big Android manufacturers bring two or more flagships to market every year.
IMO, Apple could definitely do more here.If you see my numbers above, they make up less than 7-9% of all Android sales. If that ratio held true to the entire Android install base of 3.5B users, at best that’s 315M Android Flagship users or owners, and they are likely the ones who are cycling through flagships, with very slow growth over the past few years since 2021’s Pandemic. The market and sales numbers for Android flagships with and despite the addition of Foldables, nixing the Notes for Ultras, adding the odd Pixels, Nothings, and now TriFolds, has not really changed or grown.
Is it demographics, lack of will or interest to spend that much, not “innovative enough” to part from older flagships (here’s where Android owners have lengthened their ownership beyond 3 years), or Apple has locked up most of the premium market in most all regions already given that 190-200M sales every year are the newest iPhones and the other 30-40M are discounted recent / older base and Plus model flagships, all but SE models at $600 or greater? -
iPhone users delay upgrades as Android owners are upgrading often for newer tech
“Furthermore, Android phones are often more affordable than iPhones, making it easier for users to justify upgrading to a newer model more frequently. Many Android phones fall into the mid-range or budget categories, where lower prices and shorter lifespans encourage faster turnover.As a result, Android users may feel less financially and emotionally invested in their devices, unlike iPhone users, who tend to pay more upfront for their phones.”
The words “many Android phones” should be replaced by “the vast majority of Android phones” to describe midrange and low price tier phones seeing as they make up more than 85-90% of Android sales, a metric no one conveniently discusses.
Try finding and then adding up all the vaunted premium (>$600) and ultra premium (>$999) Android models and their sales figures. One will find all that “innovation” or new features or new formats (Foldables) just doesn’t sell very well, or perhaps more tellingly, the Android market of premium and above buyers just isn’t very large worldwide.
Don’t believe me? Try CY2023 as the last known numbers.
Samsung Galaxy S23’s all combined - 33M
Samsung Z Flip’s & Folds - 11M (a 65:35 split so 7.15M Flips (cheaper) and 3.85M Folds, hardly runaway best sellers.
Total - 44M premium Flagship level phones.
ALL Android Foldables including Samsung’s = 15.6M to 16.5M depending on who you check with. That’s roughly 4.5M to 5.5M for all other Foldables makers, mostly Chinese OEMs. Big whoop.
Anybidy else? What about Google Pixels? Not all are flagship level given the mediocre Tensor performance or the midrange priced “a” series, but ok, let’s count all of them. All <9M of them, but let’s round it up to 10M which they “might” reach this year after 8 years of trying.
Add up the rest of the makers best “premium” models from Huawei, Xiaomi, Oppo, Vivo, RealMe, OnePlus, even Nothing, etc. You’d be hard pressed to find those number but let’s give it 15-20M total all combined.
That’s Sammy 45M, other Foldables 5M, Google 10M and Android 20M AT BEST - 80M, and roughly 65M most likely. In 2023, 1.170B smartphones sold, 230M were iPhones, leaving 940M Androids. If 65M-80M were Premium, that’s just 6.9% to 8.5% of All Android Sales. So my 85%-90% midrange and low price is actually low!
That’s why the overall Android ASP is only $220, Samsung’s is $360, Xiaomi’s only $136, while Apple’s is $870 worldwide. -
iPhone 16 Pro Max beats all comers in battery life test
Check back in another week. I’ve had systems take as long as 10-14 days to fully index on a newly restored iPhone, especially with a new iOS. Also, check your display resolution, refresh and general power settings for app refreshes in background, fetch vs push, always on display, display brightness, and frequent use of graphically intensive or signal intensive apps like Maps, games, video (YouTube, Instagram, Tim Tim, etc.) that eat up power in the background unnecessarily.twolf2919 said:Anecdotally - my wife and I upgraded from iPhone 15 Pro Maxes 8 days ago - the 16 Pro Max is actually doing worse. Regularly now, by bed time our phones are 30% full whereas our 15 Pro Maxes were around 50% under same usage. At first I thought it’s the usual initial battery drain as the data/apps/etc get downloaded again - and, maybe this time, some AI stuff gets initialized with data on our phones, but it’s now day 8 - and battery use still hasn’t recovered on either of our phones. Ergo, battery is worse - at least for us - on the new phones.
While I share your concerns, reports of battery drain occur EVERY TIME a new iOS version comes out and people upgrade old and new devices. I suspect it takes up to two weeks, especially for those with lots of iCloud based apps, storage, and backed up data to digest and index.
