clarker99

avon b7 said:

clarker99 said:

avon b7 said:

clarker99 said:

avon b7 said:

SpamSandwich said:

melgross said:

If you noticed what was said, and there are charts to back this up, the only real problem in a major market region was China. Sales in Europe were pretty much flat, but everywhere else, other than China, they were up. I do agree, as one whose family buys a new top iPhone model every two years, that prices have risen a bit too much. Believe it or not, it’s that top 10% in in price that can hurt the most. But sales in China were most heavily impacted by the action against, first, Huawei’s CTO, unheard of previously, the shutdown of Huawei’s access to American goods, which since has been relaxed, and Trump’s trade war. The Chinese government, through government owned/controlled media outlets has harangued the increasingly nationalistic Chinese public, to not buy foreign, particularly American, goods in favor of Chinese ones. Large organizations were even fining people for buying Apple phones instead of Huawei models. I don’t know if they’re still doing that.

And the economic ruin that awaits China would end tomorrow if they’d simply stop acting like and expecting the benefits of being a growing third world country. They need to crack down on IP infringements and theft, smash the counterfeiting rings which operate in full view of the public and authorities (presumably with their blessings) and abide by WTO rules.

Those are reasonable aspirations but taking a sledgehammer to the situation has done far more harm than good to U.S interests. 

Tim Cook mentioned the global supply chain but the global supply chain now sees the U.S as an unreliable partner and is acting accordingly.

Using Huawei as a pawn has also sent iPhone sales to the dumps while simultaneously helping to accelerate the process of companies weaning themselves off of U.S technology suppliers.

https://www.forbes.com/sites/yuwahedrickwong/2019/07/31/trump-may-win-his-battle-with-huawei-but-stands-to-lose-the-tech-war-with-china/#412daf7a33f0

Huawei is not sending apple to the dumps. If they were then the iOS install base would be declining. Instead it is growing, in every market including China. Your narrative is completely false.

I didn't actually say Huawei is sending Apple to the dumps.

I said using Huawei as a pawn has sent Apple to the dumps.

That is not even slightly false. The U.S attack on Huawei has had a direct negative impact on Apple's sales in China. It hasn't been the only factor because there are many but it's had an impact and it has been widely commented on.

More people are using iOS everywhere including China. Stop ignoring the facts. iPhone unit sales are not as meaningful as wall street or you are suggesting. 

You mean stop ignoring the - facts - as provided by Apple?

Sales are down in China YoY. Not just this quarter either. The U.S - China trade war with Huawei as a pawn is one of the factors involved. 

avon b7 said:

clarker99 said:

avon b7 said:

SpamSandwich said:

melgross said:

If you noticed what was said, and there are charts to back this up, the only real problem in a major market region was China. Sales in Europe were pretty much flat, but everywhere else, other than China, they were up. I do agree, as one whose family buys a new top iPhone model every two years, that prices have risen a bit too much. Believe it or not, it’s that top 10% in in price that can hurt the most. But sales in China were most heavily impacted by the action against, first, Huawei’s CTO, unheard of previously, the shutdown of Huawei’s access to American goods, which since has been relaxed, and Trump’s trade war. The Chinese government, through government owned/controlled media outlets has harangued the increasingly nationalistic Chinese public, to not buy foreign, particularly American, goods in favor of Chinese ones. Large organizations were even fining people for buying Apple phones instead of Huawei models. I don’t know if they’re still doing that.

And the economic ruin that awaits China would end tomorrow if they’d simply stop acting like and expecting the benefits of being a growing third world country. They need to crack down on IP infringements and theft, smash the counterfeiting rings which operate in full view of the public and authorities (presumably with their blessings) and abide by WTO rules.

Those are reasonable aspirations but taking a sledgehammer to the situation has done far more harm than good to U.S interests. 

Tim Cook mentioned the global supply chain but the global supply chain now sees the U.S as an unreliable partner and is acting accordingly.

Using Huawei as a pawn has also sent iPhone sales to the dumps while simultaneously helping to accelerate the process of companies weaning themselves off of U.S technology suppliers.

https://www.forbes.com/sites/yuwahedrickwong/2019/07/31/trump-may-win-his-battle-with-huawei-but-stands-to-lose-the-tech-war-with-china/#412daf7a33f0

Huawei is not sending apple to the dumps. If they were then the iOS install base would be declining. Instead it is growing, in every market including China. Your narrative is completely false.

I didn't actually say Huawei is sending Apple to the dumps.

I said using Huawei as a pawn has sent Apple to the dumps.

That is not even slightly false. The U.S attack on Huawei has had a direct negative impact on Apple's sales in China. It hasn't been the only factor because there are many but it's had an impact and it has been widely commented on.

avon b7 said:

SpamSandwich said:

melgross said:

If you noticed what was said, and there are charts to back this up, the only real problem in a major market region was China. Sales in Europe were pretty much flat, but everywhere else, other than China, they were up. I do agree, as one whose family buys a new top iPhone model every two years, that prices have risen a bit too much. Believe it or not, it’s that top 10% in in price that can hurt the most. But sales in China were most heavily impacted by the action against, first, Huawei’s CTO, unheard of previously, the shutdown of Huawei’s access to American goods, which since has been relaxed, and Trump’s trade war. The Chinese government, through government owned/controlled media outlets has harangued the increasingly nationalistic Chinese public, to not buy foreign, particularly American, goods in favor of Chinese ones. Large organizations were even fining people for buying Apple phones instead of Huawei models. I don’t know if they’re still doing that.

And the economic ruin that awaits China would end tomorrow if they’d simply stop acting like and expecting the benefits of being a growing third world country. They need to crack down on IP infringements and theft, smash the counterfeiting rings which operate in full view of the public and authorities (presumably with their blessings) and abide by WTO rules.

Those are reasonable aspirations but taking a sledgehammer to the situation has done far more harm than good to U.S interests. 

Tim Cook mentioned the global supply chain but the global supply chain now sees the U.S as an unreliable partner and is acting accordingly.

Using Huawei as a pawn has also sent iPhone sales to the dumps while simultaneously helping to accelerate the process of companies weaning themselves off of U.S technology suppliers.

https://www.forbes.com/sites/yuwahedrickwong/2019/07/31/trump-may-win-his-battle-with-huawei-but-stands-to-lose-the-tech-war-with-china/#412daf7a33f0