Bart Y
About
- Username
- Bart Y
- Joined
- Visits
- 68
- Last Active
- Roles
- unconfirmed, member
- Points
- 180
- Badges
- 0
- Posts
- 73
Reactions
-
Why Android users have been switching to iPhone in greater numbers
If this survey is limited to the US market it might carry some (but ultimately little) weight.
It is claimed that Apple here (in Spain) recorded a 41% YoY drop for Q1 unit sales. That probably has a lot to do with pricing and marketing can only do so much.
https://www.canalys.com/newsroom/europe-smartphone-market-q1-2023
Quoting the relevant parts:
“Western Europe's smartphone market faced a continued slump in Q1 2023, dropping 13% to 23.7 million units of shipments, as challenging economic conditions drove lower consumer demand and extended purchasing cycles.”
“Samsung claimed the top spot in Q1 2023 with a 35% market share, despite a fall of 16% year-on-year. Samsung’s top-performing models were the newly launched S23 Ultra, S23 and A14 models, along with last year’s A53 and A33…. According to Canalys estimates, in Q1 2023, Samsung’s ASP rose by 11%, resulting in a 6% decline in the total value of devices shipped. Samsung has invested heavily in brand and product advertising, as well as in MDFs and co-marketing initiatives with operators and retail chains to strengthen its presence.”
”These investments are also targeted at challenging Apple, which grew its market share to 33%. Apple’s shipments this quarter grew by 1% compared to Q1 2022, driven by the sale of iPhone 14 Pro and Pro Max devices. According to Canalys Consumer Insights research, Apple remains the most resilient vendor in Western Europe, supported by the most loyal user base in the region combined with high popularity among switchers.”Other Euro Android vendors of note:
“Xiaomi defended third place with a 15% market share, despite a 17% year-on-year decline. Xiaomi's performance was driven by its Redmi and Redmi Note models, with Spain, Italy and Germany being its key markets. Xiaomi remains focused on the low-to-mid-range segment, which helps it to sustain its ranking ahead of other Chinese vendors. Xiaomi has focused on profitability, with a smaller sales team focused on key operators and retail chains.OPPO and TCL completed the top five, with each taking a 3% market share, declining 53% and increasing 19% year-on-year respectively. ”
Note Xiaomi had only 15%, less than half of Apple unit sales (and much less revenues due to significantly lower ASP’s), and OPPO and TCL at 3% each unit sales (regardless of YOY gain or loss) were literally one tenth of Apple’s iPhone unit sales.
Hmm, seems to me IF Spain had suffered a 41% iPhone YOY drop, which I suppose was entirely possible given tough compares from 2022, the rest of Europe made up for the drop and Apple iPhones ended up +1% by units sold compared to drops for all other vendors save TCL in the European smartphone market (see the chart in the linked article above). Samsung came in with drops of 16% unit marketshare and despite higher ASP’s, a 6% drop in estimated revenues. With higher ASP’s due to popularity of iPhone 14 Pro models, per Apple’s CYQ1 2023 (actual Q2 FY2023) YoY for Europe revenue, was $23.95B vs $ 23.29B, a gain of 2.8%. Given iPhones and Services make up the bulk of revenues, the contraction of PC/Macs, iPads, and flat Wearables, I think it safe to say iPhones held their own in Europe (which includes India’s growing influence) on a unit sales and revenue basis, plus Japan and Rest of Asia, while falling in Americas and China. I will also note that in Q1 2023 (Dec 2022 quarter), Cook mentioned that iPhone revenues and overall revenue highs for Spain were reached in that quarter. -
Redditor would have died on the couch, if Apple Watch didn't sound the alarm
This is another great example of how the Apple Watch is saving lives. This guy was bleeding for a long while from the esophagus, stomach, and duodenum,cause unsaid but most commonly from chronic alcohol or NSAID use, sometimes via other medications as well.Same heart rate alerts will be useful for my own handicapped daughter who has had two GI bleeds from her middle and lower gut in the last year (short gut syndrome and chronic intestinal inflammation), the most recent in early January. We’re getting her an Apple Watch 8 within the next two weeks.
-
Apple Watch ECG app helps save pregnant woman's life
tyler82 said:The ECG stopped working on my watch a year after I bought it. -
Apple loses market share in China as iPhone shipment decline peaks
lkrupp said:Okay, so this article from 12/27/2022 says Apple is GAINING marketshare in China.
https://appleinsider.com/articles/22/12/27/iphone-gains-china-market-share-in-declining-smartphone-market
Now this article says it is losing marketshare in China less than two weeks later.
SO WHICH THE HELL IS IT, AppleInsider?
I swear these goddamn analysts are so full of bull excrement their eyes are dark brown and bulging out of their skulls.
The current article Jan 6, 2023 covers November China data only specifically. IF Apple had full and normal Pro/Pro Max supply for China and worldwide, we would have seen more of the same, increased market share of iPhones vs entire (still shrinking) smartphone markets, and likely even to increased total iPhone shipments. But because of the Chinese Covid shutdowns and related labor issues at the Zhengzhou Foxconn iPhone City factory, production and iPhone Pro/Pro Max supplies were rapidly depleted and constrained both for China and worldwide markets, leading to missed deliveries and lengthened delivery times. This affected Apple’s relative market share in China leading to a slight 2% drop in market share because the rest of the China market dropped a whopping 34%, far outpacing iPhone declines.As mentioned, the China market has a demand problem for Android’s low to Mid tiers (and probably premium tier too) in the face of good to too much inventory (can’t sell enough), while Apple has consistent to very good demand in China held back by supply disruption. As many investors suggest, iPhone sales interrupted due to supply and delivery waiting tend not to be sales lost but sales delayed into next month (December assuming factory restart and ramp up to almost full capacity, which has happened) or into the Jan-Mar quarter.
Hope this helps. -
Early morning car thieves busted by AirPods & Find My
JP234 said:Talk about a double-edged sword. Apple Insider will showcase the beneficial capabilities of Find My. But there exists a much darker use for Find My. Numerous people have been stalked and/or attacked by offenders using AirTags since they were introduced.
It's getting more and more difficult for me to parse the benefit/cost ratio of modern electronics. Smart Phones are great multipurpose devices, but have caused literally thousands of injuries and deaths from misuse by motorists, and even pedestrians and cyclists unaware of their surroundings and walking into open manholes, or finding themselves someplace they shouldn't be. Add in the detrimental effects of the disinformation, racism, homophobia, xenophobia and anti-democracy messages abounding on social media platforms, and the benefit/cost ration is looking less and less balanced toward the benefit side.
As for Social media, I don’t disagree, but mobile devices have followed the immobile computer in providing more convenient access. Mobile devices did not create the opinions, words and thoughts of the people using it. As it was with the first printed pamphlets, town criers, newspapers and books, dissemination of ideas and thoughts used the mediums of the day, it’s whether an educated (and I use that term loosely) public or electorate is capable of doing critical thinking that is the problem, not the devices themselves. For sure, amplification of ideas occurs more rapidly with modern electronics, but again, it’s the people doing it and allowing it to be done to them.