Bart Y

Very distressing for the entire Taiwan island and people.  The death toll and destruction is sure to go up in areas where buildings collapsed and landslides occurred.  Praying and hoping the numbers are limited and there is hopeful rescues and recoveries.

absolutely mind bending there are over 100 aftershocks so far with most being over 4.0 in magnitude, the highest I saw was 6.2 which itself is a major quake.  Being on the Ring of Fire seismic activity region is no joke.

chasm said:

Apple sold more than 10M iPhones in India, while Samsung sold 15x as many. AND YET Apple took home the most money of any of its rivals.

I think this tells you a lot about what level of “smartphone” Samsung is mostly selling in India.

No, that’s not quite right.  Apple sold more than 10M.  If the total India smartphone sales for the year was 152M, that’s about 6.6% minimum share.  At an average price of about $800, well  under the worldwide average of $895, that’s about $8B in revenues.

Samsung had a 18% share so sold about 152M X 18% = 27.36M units or roughly 2.74X what Apple sold.  If we assume Samsung made less money, say 10% less than Apple, $7.2B /27.36M  = average sales price of $263.  Since most of Samsung’s sales are the Mid and low price range A series, this ASP isn’t surprising.  The worldwide average price of a Samsung smartphone, all models sold, is $81.6B total 2023 revenue, calculated from recent Q4 end of year Samsung earnings report (Mobile MX division combines all smartphones, tablets, wearables all in one revenue lump) divided by about 225.5M = about $362 worldwide.  You can see less expensive Samsung smartphones dominate sales there, as do the Xiaomi, OPPO and Transsion smartphones.

so even though Apple sells less than 7% of total India units, it probably takes about 25-27% of total India smartphone revenues, and likely about at least 75-80% of India smartphone profits given the razor thin profits at the low end of the market.

lmasanti said:

Being a non-American resident/citizen… pardon my ignorance on some habits and things.

What does this mean?
“Season Ticket Holders will get one free access pass to the MLS Season Pass.”

I understand the last part ‘MLS Season Pass’ as the Apple TV+'s subscription.
But… ‘Season Ticket holders’ is something of a subscription to the physical stadium?
And what does it means ‘one free access pass’ —maybe one game in Apple TV+?—.

(Sorry, in Argentina, where I live, we use quite different distribution methods)

I believe what it means is if you are a Season Ticket holder to ANY MLS team for Home games in your home stadium, a Season ticket holder has one paid for and assigned seat for the whole year’s home games and has rights to buy playoff and special games like tournaments, friendlies, and exhibitions.  A person can buy as many seats as they wish to buy and pay for annually or for years packages.

AvonB7, thank you for your reply.   The article you linked to was interesting because it applied to the Dec. 2022 quarter, Q4 CY2022, and Apple’s Q1 2023.  It can be confusing to clearly figure out which quarter an article is speaking of with respect to Apple.

Having said that, yes, Canalys clearly said Apple Spain unit sales fell by 41% YOY against a difficult compare with a robust Q1 2021 (iPhone 13 intro).  This sales drop, like in many other regions was caused by the China Covid lockdowns affecting iPhone 14 Pro and Pro and Pro Max production and inventory delivery.  Every region’s iPhone unit sales were affected negatively and it didn’t help that the iPhone 14 Plus just did not resonate with buyers very much.  This shortfall of iPhone 14 Pro
models resulted in an 8% drop in total iPhone revenues and a 5% drop in overall revenues.  Obviously, the unit drop due to lack of inventory in Spain and worldwide was troubling but because what they did buy was skewed towards Pro Models till inventory ran out, Spain still managed to generate more iphone revenue YOY and a record for that quarter, per Cook’s remarks on Q2 Earnings call.

Comparing FYQ2 to Q1 for Europe suggests a rebound of iPhone unit sales sufficient to vault it back to #2 (at 33% of a smaller, declined market).  Apple gained 1% unit sales YOY, suggesting demand was good when Pro Model inventory was restored, and sales of lower priced models (iPhone 11, SE, 12 and 13, base iPhone 14) were probably better. 

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. 

Hmm, I’m still looking for Spain’s direct numbers but do have some for European smartphone market for Q1 2023 from Canalys.

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.”