cloudguy

tmay said:

sdbryan said:

oberpongo said:

These statements from VW CEO are very similar to what the CEOs of Nokia, Blackberry and Microsoft said about the iPhone when it was unveiled in 2007. time will tell if VW will be as forgotten as Nokia and Blackberry. 

It almost seems like he must be aware of the history of similar comments and is just trolling us to watch the reaction.

It almost appears if Deiss actually understands the business of auto manufacturing, sales, and service.

Oh wait. He would know what he is talking about.

VW Group is one of the three largest auto manufacturing groups in the world, and will ship near 10 million vehicles this year. VW Group has made a very fast correction in their market to BEV, from diesel vehicles, and have the ability to match and exceed Tesla unit sales this year. That isn't what happened with Nokia or Blackberry in the smartphone market.

Apple has a chance for disruption in mobility, changing the focus of private ownership of cars to public use, and of autonomous vehicles. Pretty much what Waymo is doing, but with 1.6 B existing Apple users for those same vehicles and services. 

Exactly. All Nokia and Blackberry had to do was switch to Android in 2010 or as late as 2011. Instead, Nokia didn't release an Android phone until 2014 (and even then it didn't have Google services). Blackberry didn't release an Android phone until 2015. They were proud and stubborn, especially since they could have sold both Android and Symbian/Windows (Nokia) or BlackberryOS (Blackberry) phones at the same time in order to see which one would stick and then drop the other. Apple - or more accurately Android - killed off Nokia and Blackberry because those companies were mismanaged (to be kind). The companies that Apple is trying to get to partner with them on the Apple Car aren't. If they were mismanaged Apple would have no interest in making an Apple Car with them in the first place. 

At this rate you should wonder if Apple's best bet wouldn't be to just buy Tesla. The antitrust types shouldn't care: Tesla doesn't sell very many cars and have never turned a profit on automobile sales alone. They can just buy Tesla while leaving SpaceX, the battery stuff, the hyperloop idea and all of the other moonshot ventures with Musk. 

oberpongo said:

These statements from VW CEO are very similar to what the CEOs of Nokia, Blackberry and Microsoft said about the iPhone when it was unveiled in 2007. time will tell if VW will be as forgotten as Nokia and Blackberry. 

Unlike Blackberry, Volkswagen isn't a tiny company with a niche product. And it wasn't the iPhone's 15% market share that killed off Blackberry, Nokia or Windows Phone in the first place: it was Android. Had any of those three just swallowed their pride and adopted Android sooner - which they all wound up doing anyway! - they would have been fine with their share of the other 85%. 

Also, please note that the only thing that you are able to do this with is the iPhone (even though it is FALSE). Why? Because Apple hasn't allegedly driven anyone out of business with anything else.
PCs? Dell, HP, Lenovo, Acer and Asus are still around. Had record years last year.
Smartwatches? Samsung, Garmin, FitBit and Fossil are still around.
Headphones? Sony, Bose, Samsung, JBL etc. still doing great despite competition from AirPods AND Beats.booksApple TV? Roku, Fire TV and - when smart TVs are included - Android TV crush it in market share.
Apple TV+? Has fewer free signups in a year than Disney+ gets PAID signups in a month.
Apple Arcade? Even if you argue that Stadia is a failure - due to Google being Google - Nvidia GeForce now is doing good and xCloud is doing great.
iPad? Samsung sells more of them a year than Apple sells Macs. Despite claims otherwise, Apple has only 35% of the tablet market, and that doesn't even count 2-in-1 Chromebooks - which also outsold MacBooks last year - that people buy to use as tablets. 

There has never been any evidence of Apple driving anyone out of markets because - apart from smartwatches - Apple never gets anywhere near the market share required to. Again, even with the iPhone, it was ANDROID that got the market share that drove everyone else out of business. Nokia had a 30% market share as late as 2010! But in 2011 when Samsung introduced the Galaxy Note - the device that the iPhone and all other modern smartphones copied - and the LeBron James ad campaign shortly after, it was all over. 

Xed said:

It's odd how you don't see 35%, 15%, and 8& from a single device manufacturer as a considerable amount. If these are so pathetically low as to not warrant concern then why   is Intel, MS, Samsung, and countless others always attacking Apple in their ads.

The only thing pathetic is why you guys are fine with Apple attacking Wintel, Google, Samsung and everyone else in their ads - either explicitly or implicitly - but go stark raving mad when the other companies fight back. Can dish it out but can't take it ... it is like you all are kindergartners or something. Apple's recent PR campaigns have bashed the Android ecosystem on privacy, Wintel on performance and have used a ton of self-serving obfuscations each time. Why on earth shouldn't the competition fight back?

And there is a huge difference between "considerable amount" - which it is - and claiming that the guys responsible for the 65%, 85% and 92% being doomed: they aren't. Apple could quadruple their PC market share and there would still be plenty of money left for Wintel. The only market where Apple has so much profit share that its competitors are in real trouble is the smartwatch one. And even there, Samsung, Garmin, Fossil and the rest are doing fine because smartwatches aren't the only thing they sell (leaving FitBit as the only one losing money and they were just bought by Google). 

danox said:

Apple’s need cause them to roll up their sleeves and (go back to the 1980’s) the iPhone/iPad/Mac in house cpu was the result and the introduction of the M1x, M2 in June 2021 will put the final nail in the coffin, which is why all these companies are in a panic.

Apple has 35% of the tablet market, 15% of the smartphone market and 8% of the PC market. Please end your delusions.

ridyrat said:

Hmmm?
I remember the last time a competitor tried to diss Apple.
Be smart Netflix, remember Blackberry?

Ummm ... Samsung has been dissing Apple for years ... and has been the world's #1 smartphone seller, #2 tablet seller and #2 smartwatch seller during all that time. Microsoft, Google, Amazon and others have taken their swipes at Apple and all of them are doing fine (Microsoft and especially Amazon more than fine). Please stop comparing billion dollar global sector leaders to tiny companies with a single niche product like Blackberry and pretending that mighty Apple is going to crush them. The converse is true: Apple desperately wants Netflix to continue putting and regularly updating its apps on iPhones, iPads and especially Apple TV devices. By contrast were Netflix to pull their apps from iOS devices they would still get revenue from billions of Android, Fire OS, Roku OS, lgOS, Tizen, Playstation, XBox etc. devices. Which means that - like Microsoft, Samsung, Amazon, Google, Disney, Facebook etc. - Netflix can say whatever they want about Apple and Apple will just have to sit and take it.