loopless

chasm said:

The actual figure is in.

IDC says iPhone sales were up 22.2 percent; it turns out it was actually 17 percent.

IDC claimed Apple shipped 90M iPhones, but sell-through numbers would suggest that it was quite a bit lower. There is a difference between shipped and sell-through, but Maestri mentioned during the call that they had REDUCED iPhone inventory on some models (coughIPHONE12MINIcough) and had constraints on others, and Apple has traditionally tracked shipped and sell-through very closely, unlike some other brands that engage in channel-stuffing.

So no, Apple most likely did not overtake Samsung in shipping overall. Samsung continues to do very well with low and mid-range phones in numbers that would make Cook's jaw drop, largely in markets where Apple doesn't do as well.k

In short, IDC (and Gartner) make up their numbers, are consistently and provably wrong, and anyone paying attention to their numbers (much less paying for their "service") is a fool.

ihatescreennames said:

I’ve only had one opportunity (well, two really, but different times at the same place) to try using an app clip and it didn’t work the way I expected. It was at the gas pump at a Mobil station. I held my phone up and the app clip slid up but all it did was prompt me to install the Mobil app. What I remember from the WWDC keynote was that app clips would work without having the corresponding app installed. Perhaps I’m not remembering correctly. So, I stopped trying and just continue to use Apple Pay at the pump, which works great.