Huawei Passes Apple For Second Place In Smartphone Shipments (venturebeat.com) 166
An anonymous reader quotes a report from VentureBeat: For the first time in seven years, Samsung and Apple have not taken the top two positions in the worldwide smartphone market. All hail Huawei. Although Samsung held onto first place -- the South Korean giant typically dominates the first three quarters of the year, with the American company winning the fourth quarter -- Huawei passed Apple for second place this part quarter. The Q2 2018 figures come from IDC (though Canalys and Strategy Analytics both agree that Huawei passed Apple in the quarter).
AAPL (Score:2)
In the meantime, AAPL is up and up and up. I hope it keeps it up. Even if you don't like its products, ya gotta like its stock (:
Re:AAPL (Score:5, Insightful)
When a company grows its market share, increases units sold, increases average selling price, and posts record numbers, stocks tend to do okay.
The reason Apple dropped to second is because Huawei has been knocking it out of the park at Samsung’s expense. Samsung shed over 10% of their market share YoY. Apple grew their share, though not as fast as Huawei did, suggesting that it’s mostly Android manufacturers canabalizing each other’s sales and share.
Re: (Score:2)
The reason Apple dropped to second is because Huawei has been knocking it out of the park at Samsung’s expense.
Apple dropped to 3rd, behind Samsung (1st) and Huawei (2nd).
Re: (Score:2)
Sorry, seems I had a brain fart while typing. "Third" is what I had intended to say. Thanks for the correction.
Re: (Score:2)
"Third" is what I had intended to say. Thanks for the correction.
Third place sounds like teh kinda suck, n'est ce pas?
Re: (Score:2)
Really, I'd say that anyone in the chart is clearly a winner (as well as many who didn't make the chart), but who cares? If you've tied your self-worth to a particular brand's rise or fall, you need to break free from that.
Love 'em or hate 'em, Apple's smartphones are clearly aimed at a niche of the market, so we need companies like Samsung, Huawei, and Xiaomi to serve the needs of others, and I fully expect those other groups of people to outnumber the niche served by Apple. I don't recommend any given bra
Re: (Score:2)
I'd say that anyone in the chart is clearly a winner (as well as many who didn't make the chart), but who cares? If you've tied your self-worth to a particular brand's rise or fall, you need to break free from that.
The way Apple your fans stake out their fallback positions is really entertaining. Isn't there an Aesop's fable about that? Somebody about a fox and grapes...
I don't need for Samsung to fail to feel personally fulfilled, nor do I need Apple to succeed in the market for me to maintain some sense of self-worth. I'd advise you do similarly.
Apple's walled garden and its arrogance offend me, so sorry, not going to suddenly go all lovey dovey. Lose the arrogance and the walled garden then fine.
Re: (Score:2)
You're painting with a wide brush if you think I'm a fanboy. Why would I need a fallback position? Why would I be arrogant? Where did I say anything about being lovey dovey?
I suggested you needed to gain some maturity and recognize that not everyone who made a different choice than you is out to attack your position, nor are they all as invested in their choices as you seem to be in yours. Does a Samsung device work well for you? Great! Does an Apple device? Great! Does Huawei? Xiaomi? Blackberry? Great! Fi
Re: (Score:2)
You're painting with a wide brush if you think I'm a fanboy.
I didn't directly call you a fanboy (note obvious typo in the post). You're a sort of sitting on the fence one-time fanboy with a high probability of switching brands. Why should I go out of my way to offend you? But the fallback arguments of Apple fanboys are nonetheless a source of amusement. Current one is "but they make more money than anybody" ironically missing the signs of danger in that.
I suggested you needed to gain some maturity... I have no idea where you're getting any of these wrong notions about me.
I clearly called Apple arrogant, not you. But you seem touchy about it, and that maturity snipe was just plain pat
Re: (Score:2)
Given his religious beliefs, I sincerely doubt Jobs is looking down on me in the afterlife. ;)
Re: (Score:2)
Samsung's lead over both Huawei and Apple dropped. It dropped by more over Huawei, but both Huawei and Apple are winning, and Samsung is losing.
Or to put it a different way: You own Burger King. Wendy's becomes bigger than you. However, both of you grew by stealing customers from McDonald's (still the biggest). DO you care your sales (in numbers and percent of all fast food) went up, or where you are in the rankings?
Re: (Score:2)
Re: (Score:2)
Samsung lost 2% market share but Huawei won 4.8%. So less than half can be "at Samsung's expense".
Apple's marginally increased its market share (0.7%) to 12.1%. Which means close to 88% of smartphones sold ran Google's operating system. Google may be the real winner here.
Xiaomi is probably the next one to overtake Apple in market share.
Re: (Score:3)
Look at the chart and you'll see that the other half came at the expense of "Other" manufacturers, meaning it was churn within the Android ecosystem, since there essentially isn't anyone else. And yeah, Google definitely is the winner here, and I too wouldn't be surprised if Xiaomi overtakes Apple.
Re: (Score:2)
Google may be the real winner here.
Ya think? Another big winner is Android users, more value per dollar than ever. And the manufacturing ecosystem is doing great, including the ARM sector.
Re: (Score:2)
The reason Apple dropped to second is because Huawei has been knocking it out of the park at Samsung’s expense.
Apple dropped to third, not second. Samsung did well to hold onto first place in the face of truly aggressive competition. And don't forget that Samsung makes a bunch of moulah every time Apple sells an iPhone. [theverge.com]
Re: (Score:2)
Apple dropped to third, not second.
Yup. As I already said in response to an earlier correction, it was a brain fart on my part. Hopefully it was clear from the context that I intended to say "third". Thanks for the additional correction.
Samsung did well to hold onto first place in the face of truly aggressive competition.
Agreed. Both Huawei and Xiaomi had incredible quarters and Samsung managed to hang onto first despite them. We'll see if that lasts, but Samsung has had a great run so far at the top.
And don't forget that Samsung makes a bunch of moulah every time Apple sells an iPhone. [theverge.com]
Oh, absolutely. Samsung is in no immediate danger of going out of business, nor was I intending to suggest they were. I'll read
Re: (Score:2)
Samsung is not the sweetest kid on the block, I agree, but they are hardly the worst either. Cosy ties between government and chaebol has been a Korea thing since long before they got out from under their dictators. Impressive show of national spine that they tackled that one. Now its all hugs and kisses again. Koreans are justifiably proud of their Samsung. Compare to Apple who got nailed for blatant collusion over engineering hiring practices and has young workers jumping off the upper floors of their fac
Re: (Score:2)
Apple.. something... something... courage.
Re: (Score:2)
Yeah...I cringed when I heard them utter that line on stage, though I'm afraid I don't see the relevance here.
Re: (Score:3)
In the meantime, AAPL is up and up and up.
Realistically, AAPL is up only 2.5% vs same day last week. But if you think it's only going up and up, then by all means, mortgage your house and load up.
Why do you suppose that AAPL only only got a 2.5% bump when earnings went up almost 16%? Somebody smarter than you is a bit nervous.
Re: (Score:2)
Why do you suppose that AAPL only only got a 2.5% bump when earnings went up almost 16%? Somebody smarter than you is a bit nervous.
Because AAPL went up earlier through the quarter with people _expecting_ their earnings to go up.
It seems people had expect Apple's earnings to go up by about 13%. Since they went up by 16%, that explains a 2.5% gain for AAPL.
Re: (Score:2)
In the meantime, AAPL is up and up and up.
Realistically, AAPL is up only 2.5% vs same day last week. But if you think it's only going up and up, then by all means, mortgage your house and load up.
Why do you suppose that AAPL only only got a 2.5% bump when earnings went up almost 16%? Somebody smarter than you is a bit nervous.
If you're only looking at things from a week-to-week perspective, then by all means, please continue doing so.
Why do you suppose AAPL is at an all-time high, up 19% this year, 28% in the past year, 300% in the past five years and 840% in the last 10 years?
Someone smarter than you can look past last week.
Re: (Score:2)
stop writing smiley face backwards you dolt
NASDAQ: AAPL
198.51 USD +8.22 (4.32%)
(:
Re: (Score:2)
stop writing smiley face backwards you dolt
Really struggling to find something negative to say, aren't you?
Re: (Score:2)
stop writing smiley face backwards you dolt
There are spelling rules and grammar for ascii art? Would you mind proofreading my p0rn collection?
https://www.asciipr0n.com/pr0n... [asciipr0n.com]
You actually made me chuckle out loud. Bravo!
Who Are We (Score:2)
Is that how the brand name is pronounced?
Actually, apple is 3rd brand and 4th manufacturer (Score:3)
If we look at BRANDS, Q2 is Samsung first (loosing share), Huawei second (gaining share fast) and Apple Third (ganing share slowly).
But, if we look at MANUFACTURERS, Samsung is first (losing share), BBK is second (gainig share fast), Huawei is third (gaining share fast) and Apple is fourth (gainig share slowly).
Samsung and Aplle only have their namesake brands, while Huawei has the Huawei and Honor Brands, and BBK has the Oppo, Vivo, OnePlus and other brands in their stable.
Re:Not surprising (Score:5, Informative)
It's not surprising: the iPhone X has been a disaster. Quick informal poll: anyone ever see anyone with one in the wild?
Actually, if you look at the table in the article, it looks like Huawei’s success is coming at Samsung’s and less popular Android manufacturer’s loss. Apple grew their market share and their total units sold this last year, while Samsung sold about 8 million fewer units and lost a significant amount of share.
Plus, Apple’s average selling price is way up from a year ago (as reported in their earnings call yesterday), suggesting the iPhone X is selling quite well. Which makes sense, since it was separately reported that it was the best selling smartphone in the US for the two quarters after it launched (and yes, I’ve seen a number of them in the wild). As for the phone that outsold it this last quarter? It was the iPhone 8.
Re: (Score:2)
Apple’s average selling price is way up from a year ago
What could possibly go wrong with that?
Re: (Score:3)
Apple’s average selling price is way up from a year ago
What could possibly go wrong with that?
Not much, actually, at least with the way that Apple is doing it.
There are lots of different ways to push average selling price (ASP) up. One way to inflate ASP is to simply raise the price points for your products. Raising ASP that way does come with a number of downsides, chief among them being the possibility of alienating price-conscious consumers who are unwilling to pay more. But that isn't what Apple did here.
Instead, what Apple did was introduce a new, higher-tier product that expanded their product
Re: (Score:3)
Since you are having trouble understanding what could go wrong by trying to get more money out of each customer, let me spell it out for you: Apple did not add any differentialtion to its product, but raised the price anyway. How elastic is that price, really? Bad luck for Apple if the answer turns out to be "not very". Using myself as a data point, I dropped $400 on a new phone this cycle. If I had followed my normal practice of picking up a flagship phone it would have been $1000. But the phone I got is w
Re: (Score:2)
Apple did not add any differentialtion to its product
Is the product only the hardware. Or is it the services and ecosystem surrounding it? This is why it is difficult to compare a walled garden like Apple to any other OEM.
What is the value to the average Apple user to continuing to have access to purchased app, music, chat contacts, etc?
DISCLAIMER: the lack of freedom I perceived as an Apple user led me away from them. But others still embrace them and I think the brand still draws a significant following.
Re: (Score:2)
Since you are having trouble understanding what could go wrong by trying to get more money out of each customer
Sorry, I wasn't aware we switched topics. I thought we were talking about whether or not their ASP rising over the last year is a problem for Apple. Let me check...
Apple’s average selling price is way up from a year ago
What could possibly go wrong with that?
Not much, actually, at least with the way that Apple is doing it.
Yup...that's definitely what we were talking about.
Apple did not add any differentialtion to its product, but raised the price anyway. How elastic is that price, really? Bad luck for Apple if the answer turns out to be "not very".
As I already pointed out, these last few quarters already answered that question. Regardless of whether you saw any differentiation, it looks like somewhere in the ballpark of a third their customers* saw something different about the iPhone X and had enough elasticity in their wallets to opt for
Re: (Score:2)
Since you are having trouble understanding what could go wrong
Honey, you have a terrible track record predicting what could go wrong but of course didn't. Do you really want to go there? Because that could go wrong, And with you the chances of it happening are so fucking sky high as you are.
Re: (Score:2)
Recent report is that Apple's service revenue go soar to $50B [cnbc.com]. The market is bullish on Apple's prospects on their service side. They don't need to sell devices alone to make up their revenue. Apple's business has always been a mix of hardware, software, and services.
Re: (Score:2)
The X is only the icing on the shit sundae. The problem runs far deeper, and if Cook doesn't get his head out of his ass (or the proverbial stick) this is not going to end well for Apple.
Jobs had it right. He created a well designed phone with a very comfortable interface that was easy to use for computer illiterates, packaged it in a perfectly fashionable form and hyped the style just enough to make the item fashionable, likable and wanted with young trend leaders. This move was awesome.
Apple still lives o
Re:Not surprising (Score:4, Interesting)
That's not the case for phones. People at least want to make phone calls with them.
tbh a lot of people wouldn't miss it if their phone stopped making calls.
Re: (Score:2)
I have made that joke before, too, but yes, I'm confident they would. Some would probably notice the lack of connectivity first due to some other app (yes, making calls is just yet another app on most phones these days, go figure...) not getting a connection to some server, but one of the key features people use their phone for is still making calls.
Re: (Score:2)
Ok, maybe I'm old. But I actually use my phone mostly for making phone calls. Not that I like talking to people that much, but... well, I'm old, most of the people I communicate with are as well, and they like talking to people.
Without having to install additional apps.
Re: (Score:2)
Case in point I'm visiting family in Europe with a T-Mobile plan from the US. I get unlimited 3G speeds all over Europe for free with the plan, but I would have to pay 25 cents per minute for calls. We use FaceTime for all our calls even when in the countryside which seems to have pretty decent coverage.
Re: (Score:2)
French side of the French/Belgian border, there's a village just about every other mile. To be fair I would not expect this coverage anytime soon in Montana, but California could do much better. Please stay away from national parks, one of the reasons I love these places is because it is impossible for me to check on work and as such I can truly disconnect.
Re: (Score:2)
That's not the case for phones. People at least want to make phone calls with them.
tbh a lot of people wouldn't miss it if their phone stopped making calls.
If I couldn't get phone calls, how would I ever talk to my parents? Honestly, I checked and the only people I've had to use my phone to talk to in the last year were my parents and then one call each from my girlfriend and my neighbor. That excludes texting which gets used a lot, but my parents can't learn to do that. Past that, there are only robocalls. Endless robocalls. So many that our state government has simply told people not to answer the phone if they don't recognise the number.
Re: (Score:3)
The X is only the icing on the shit sundae. The problem runs far deeper, and if Cook doesn't get his head out of his ass (or the proverbial stick) this is not going to end well for Apple.
Apple has more money than they can spend. Apple could put out crap for a decade and still be a fully functioning major player in world technology. Apple's finances are so strong, Cook probably couldn't sink Apple even if he deliberately set out to do just that.
Re: (Score:2)
Cook probably couldn't sink Apple even if he deliberately set out to do just that.
Watch what happens to Cook if the stock trends down.
Re: (Score:2)
Cook probably couldn't sink Apple even if he deliberately set out to do just that.
Watch what happens to Cook if the stock trends down.
They did that one time when Apple simply missed their Earnings Estimate. Cook's pay was reduced that year by about 2 MEELION dollars!
Re: (Score:2)
Cook probably couldn't sink Apple even if he deliberately set out to do just that.
Watch what happens to Cook if the stock trends down.
You failed to make an compelling argument why it would. But nothing happened the last couple of times the stock trended down. Not the least because it went back up pretty fast.
Re: (Score:2)
Nice summary of the Apple story. But you need to recognize Apple's dilemma: they painted themselves into a corner. Having reached market saturation and further numerical growth cut off by the Android hordes, Apple's now has to grow the price and the amount of aftermarket money it can squeeze out of each of its misty eye followers. Either that or invent something entirely new that everybody wants, but that isn't going to happen under the Tim Cook culture.
Re: (Score:2)
Nice summary of the Apple story. But you need to recognize Apple's dilemma: they painted themselves into a corner. Having reached market saturation and further numerical growth cut off by the Android hordes, Apple's now has to grow the price and the amount of aftermarket money it can squeeze out of each of its misty eye followers. Either that or invent something entirely new that everybody wants, but that isn't going to happen under the Tim Cook culture.
Apple hasn't achieved market saturation until Windows is at 10% and macOS at 90%, and not until Android is at 7% and iOS is at 95%.
They've got a LOT of growing left to do, even WITHOUT "The Next Big Thing".
Re: (Score:3)
Apple hasn't achieved market saturation until Windows is at 10% and macOS at 90%, and not until Android is at 7% and iOS is at 95%.
You live on a different planet than the rest of us. [businessinsider.com] On the planet we live on, Apple's smartphone market share peaked in 2009 at 48% and has declined steadily ever since, to less than 17% today. There is no reason to suppose that that trend will stop. Maybe it will eventually stabilize around 5% like the MacOS share of the PC market.
Re: (Score:2)
Apple hasn't achieved market saturation until Windows is at 10% and macOS at 90%, and not until Android is at 7% and iOS is at 95%.
You live on a different planet than the rest of us. [businessinsider.com] On the planet we live on, Apple's smartphone market share peaked in 2009 at 48% and has declined steadily ever since, to less than 17% today. There is no reason to suppose that that trend will stop. Maybe it will eventually stabilize around 5% like the MacOS share of the PC market.
Hardly fair.
In 2009, there really wasn't any real competition for the iPhone.
And Mac share of the "Desktop" market is over 10%, twice what you claim.
But neither of those matter to the "point of saturation" figures I was stating.
Re: (Score:2)
Hardly fair. In 2009, there really wasn't any real competition for the iPhone.
It's more than fair. iPhone's market slide looks way worse when compared to Android alone, instead of including RIM.
Android certainly had to compete, but it didn't just compete, it slaughtered. Why? Three big factors: more value for money; Google brand was more more trusted than Apple; Google's services such as maps and email were better than Apple's. All three remain in effect today,
And Mac share of the "Desktop" market is over 10%, twice what you claim.
I doubt it. Mac, 5.03% [lowendmac.com]
Try to post without the insults, ok, to avoid being called out as the clown you come across as by not b
Re: (Score:2)
Hardly fair. In 2009, there really wasn't any real competition for the iPhone.
It's more than fair. iPhone's market slide looks way worse when compared to Android alone, instead of including RIM.
Android certainly had to compete, but it didn't just compete, it slaughtered. Why? Three big factors: more value for money; Google brand was more more trusted than Apple; Google's services such as maps and email were better than Apple's. All three remain in effect today,
And Mac share of the "Desktop" market is over 10%, twice what you claim.
I doubt it. Mac, 5.03% [lowendmac.com]
Try to post without the insults, ok, to avoid being called out as the clown you come across as by not being able to support your argument after heaving out a lame ad hominem.
Android only "wins" because of the plethora of cheap-shit low-end "giveaway" phones. If you restrict your view to the "Flagship" models, the numbers look QUITE different. And speaking of "Quite Different", I don't know where you got the 12% marketshare number for iPhones; but this source quotes it earlier this year at a whopping 51%:
https://www.investopedia.com/n... [investopedia.com]
Re: (Score:2)
Android only "wins" because of the plethora of cheap-shit low-end "giveaway" phones.
Android wins for multiple reasons. One of them is, if you want you can get a really cheap one and it's entirely usable, even running most games etc.
If you restrict your view to the "Flagship" models, the numbers look QUITE different.
Not really. Android beats Apple at the high end too.
And speaking of "Quite Different", I don't know where you got the 12% marketshare number for iPhones
You pulled that out of your ass. I said 17%.
but this source quotes it earlier this year at a whopping 51%
Your source is shit.
Re: (Score:2)
And Mac share of the "Desktop" market is over 10%, twice what you claim.
I doubt it. Mac, 5.03% [lowendmac.com]
Try to post without the insults, ok, to avoid being called out as the clown you come across as by not being able to support your argument after heaving out a lame ad hominem.
That article is 10 years old. Please continue post shit like this to prove you more than deserve all the insults we could ever throw at you.
Re: (Score:2)
You live on a different planet than the rest of us. [businessinsider.com] On the planet we live on, Apple's smartphone market share peaked in 2009 at 48% and has declined steadily ever since, to less than 17% today.
That's what happens when you look at numbers without turning your brain on.
You can divide the phone market into "smartphones" and "feature phones". You can also divide the phone market into "expensive phones" and "cheap phones". In 2009, "smartphones" and "expensive phones" was mostly the same market; Apple had 48% in either market. In 2018, feature phones are mostly gone. We now have lots and lots of cheap smartphones, and a few expensive ones. With all the cheap phones moving from the "feature phone" t
Re: (Score:3)
if you look at "expensive phones", Apple has a _huge_ part of that, probably 60%
I'm not sure exactly what the share is in that sector, but it's not as high as that. Samsung's and Google's phones are expensive too, and so are all the other flagships. But that is nothing to crow about, rather it's a vulnerability. The days of phone as status symbol are slipping into history, and Apple's innovation stream dried up, weakening the brand. I'm having trouble seeing how Apple positions itself as a luxury brand going forward.
Re: (Score:2)
Apple hasn't achieved market saturation until Windows is at 10% and macOS at 90%, and not until Android is at 7% and iOS is at 95%.
You live on a different planet than the rest of us. [businessinsider.com] On the planet we live on, Apple's smartphone market share peaked in 2009 at 48% and has declined steadily ever since, to less than 17% today. There is no reason to suppose that that trend will stop. Maybe it will eventually stabilize around 5% like the MacOS share of the PC market.
Well, how would we notice if the trend gasn't stopped already when that chart ends 4 years ago? All we know that the quarter we are currently talking about, Apple's marketshare grew. And the only one they could have taking it from is Android. Why don`t you predict doom for Android?
Re: (Score:2)
Nice summary of the Apple story. But you need to recognize Apple's dilemma: they painted themselves into a corner. Having reached market saturation and further numerical growth cut off by the Android hordes, Apple's now has to grow the price and the amount of aftermarket money it can squeeze out of each of its misty eye followers. Either that or invent something entirely new that everybody wants, but that isn't going to happen under the Tim Cook culture.
Hey moron, did you miss the news? The whole smartphone market is saturated and actually shrinking, and Apple still sold more phones, Apple's corner is getting bigger, and it has the color of massive gold. Why do you expect (but actually fear) eternal growth from Apple but from nobody else? And why do you then ignore all the products from Apple that are growing?
Re: (Score:2)
The X is only the icing on the shit sundae. The problem runs far deeper, and if Cook doesn't get his head out of his ass (or the proverbial stick) this is not going to end well for Apple.
How does one get their head INTO a proverbial stick?
Idiot.
Re: (Score:2)
Hey, I tuned it down already. Originally it was "and if Cook doesn't get his head out of his ass (or what- or whoever's in there right now)", but I didn't want to come across as homophobic.
Re: (Score:2)
Hey, I tuned it down already. Originally it was "and if Cook doesn't get his head out of his ass (or what- or whoever's in there right now)", but I didn't want to come across as homophobic.
Well, you may have "TUNED" it down (whatever THAT means!); but you CERTAINLY didn't "TONE" down the homophobic rhetoric.
Re: (Score:2)
The X is only the icing on the shit sundae.
So the iPhone X is on you.
Re: (Score:3)
It's not surprising: the iPhone X has been a disaster.
Um, about that:
http://www.abc.net.au/news/201... [abc.net.au]
The company's chief financial officer Luca Maestri said customers were buying costlier models, and the $US999 iPhone X was the best seller.
Apple posted third-quarter revenue of $US53.3 billion and profits of $US2.34 per share, and forecast its revenue would be between $US60 billion and $US62 billion in the fourth quarter.
So. while Huawei is selling more phones, Apple is selling more expensive phones and making more profit in the process.
Re: (Score:3)
I have always bought flagship phones in the past, but this cycle I bought a mid tier Motorola and it's awesome. It's plenty big, thin, lightweight, beautiful screen and camera, responsive, plenty of memory, not loaded with crapware, looks great. Exactly why do I need or want a flagship then?
Re: (Score:2)
The iPhone X was such a disaster that they were able to increase their phone margins and overall net income enough to lift their EPS and share price >3%. An unmitigated disaster that brought them closer to being the first trillion-dollar company in history.
Outsold by Huawei now. Nothing could possibly go wrong, right?
Re: (Score:2)
The iPhone X was such a disaster that they were able to increase their phone margins and overall net income enough to lift their EPS and share price >3%. An unmitigated disaster that brought them closer to being the first trillion-dollar company in history.
Outsold by Huawei now. Nothing could possibly go wrong, right?
Samsung is the one that should be worried; not Apple.
Re: (Score:2)
You've been posting Apple doom stuff since at least 2012.
Nice to hear from a fan!
Re: (Score:2)
Hmm, did I predict that Apple's share of the smartphone market would shrink, from as far out as six years ago? That makes me smart.
Now I'm predicting that Apple's share will shrink further. I will add the further prediction that Apple's issue with price resistance will become more serious, and cause a revenue decline by next year, in addition to losing more market share. Apple will probably increase it's app revenue, maybe even by enough to offset the revenue decline in handsets, but I wouldn't bet on that.
Re: (Score:2)
Apples market share increased you fucking stupid dumbass.
Wow, you sound just like an Apple asshole. But the dumbass is you. In 2009 Apple's share of the smartphone market was 48%, today it is 17%. Thanks for playing.
Re: (Score:2)
Hey retard.[sic] Apples market share when[sic] yup[sic] not down.
I left your gratuitous insult in, it's a fitting testament to the Apple mentality. In 2009 Apple's share of the smartphone market was 48%, today it is 17%. Six years from now, what? 5% similar to the MacOS share of the PC market?
Re: (Score:2)
Apple's market share in the smarphones increased this quarter, the technical term is retrace. Over a ten year period, Apple's smarphone market share declined from 48% to 17%. There is nothing to indicate that the trend will stop. Apple's share of the tablet market continued to shrink while it's share of the PC market stayed flat. Apple's stock price increased modestly on the mixed news. On balance, Apple's anemic growth makes its P/E of 19.5 unsustainable. Should that growth turn flat or negative the bloodb
Re: (Score:2)
Apple's smartphone market share declined from 48% to 17% from 2009 until now. Apple's current anemic growth makes its P/E of 19.5 unsustainable. Therefore you would need to be nuts to buy AAPL now, hoping it will grow. But let's not kid ourselves, AC who keeps reposting the same idiotic one liner doesn't own any stock of anything, let alone AAPL. Let's be clear: if you're playing with your retirement income, then don't touch AAPL with a ten foot pole. You heard it here. (Or more realistically, nobody actua
Re: (Score:2)
From Jul 2012: "To be honest, Apple is more than fairly valued... assuming high margins hold up and revenue continues to increase at least 10% per year. Problem is, both those assumptions are looking doubtful from where we stand today.
Good one.
Re: (Score:2)
From Jul 2012: "To be honest, Apple is more than fairly valued... assuming high margins hold up and revenue continues to increase at least 10% per year. Problem is, both those assumptions are looking doubtful from where we stand today.
Good one.
Thanks for pointing that one out. (BTW, I don't go back digging through my old posts, you must be really triggered.) Look at APPL [yahoo.com] from Aug/12 to Jun/13... straight down from $95 to $65. You would have made a mint by acting on my opinion. AAPL didn't get back to where it was until 2014.
You couldn't have done a better job of establishing my power of clairvoyance if you had tried. Now I am not predicting that AAPL is headed straight down, but that the downside risk is significant. Honestly, don't put your reti
Re: (Score:2)
That wasn't a small dip, that was a full year, full fledged nosedive, and another full year to retrace. I called it perfectly, thanks for pointing that out. Now I'm saying that AAPL has significant downside risk. You go load up on AAPL, ok? You're just the bagholder to do it. Anybody else, make your own mind up about who speaks the truth and who is a clueless snivelling Apple astroturfer.
Re: (Score:2)
Link please. Today I'm saying that AAPL has significant downside risk that makes it an inappropriate investment for anybody who can't afford to lose their retirement savings. And I'm saying that you do not own a single share of any stock and do not even know what a limit order is. And that you have pimples and are stupid. And also ugly with too much body hair and smell bad. How'm I doing?
Re: (Score:2)
No link? And anger, your flatter yourself, you're not worth it.
Re: (Score:2)
Never mind the fact that AAPL is about to be the first trillion-dollar company selling basically one phone, everyone on /. is convinced they're dead.
They are all members of "The venerable order of the bee in the bonnet" and Michael Dell is their Grand Poobah.
Re: (Score:3)
Dead? Far from it. But Apple is doing what MS has been doing since the 90s: Moving through inertia. The engine is off.
Juggernauts like Apple can do this. Even with no new products, Apple would still make acceptable profits for a while. Apple store, accessories, repairs and add-on sales would certainly keep the revenue going. But they would be living off products that they already designed, created, made and sold. That can keep a company the size of Apple afloat for a couple years.
After that, the Juggernaut
Re: (Score:3)
Dead? Far from it. But Apple is doing what MS has been doing since the 90s: Moving through inertia. The engine is off.
Juggernauts like Apple can do this. Even with no new products, Apple would still make acceptable profits for a while. Apple store, accessories, repairs and add-on sales would certainly keep the revenue going. But they would be living off products that they already designed, created, made and sold. That can keep a company the size of Apple afloat for a couple years.
After that, the Juggernaut is dead in the water. And as any oil tanker captain will tell you, getting a huge thing like that moving again takes a LOT of fuel for very, very little gain in the first couple days.
So what game changing revolutionary new products had Huawei brought to the mobile market recently? ... or to the Tech market in general?
Re: (Score:2)
None. But they're dirt cheap and their batteries don't explode.
Yes, sadly that's enough to beat the two leading cellphone makers...
Re: (Score:2)
So basically Huawei is also a Juggernaut is dead in the water and running on inertia
You wish. Huawei is still enjoying expontial growth driven by its value proposition at the low end. Should Apple worry? What happens to Apple's hopes for explosive growth in China?
Re: (Score:2)
Huawei is still accelerating, their sales point is being cheap. And in this economy, that's what sells.
And let's be honest here, do you care whether your phone falls apart in 2 years? First of all, chances are good that it will anyway, even if it's from a big name. Manufacturing is so sloppy and manufacturers are cutting so many corners (hold the puns about round corners, please) that everyone's production is by now at the bottom of the barrel. Quality doesn't come into play anymore anyway.
And who cares? Yo
Re: (Score:3)
What specific indicators are you seeing that suggests Apple is only m
Re: (Score:3)
you are calling TouchID a product? Seriously?
Re: (Score:2)
Re: (Score:2)
Sorry if that was unclear, with "innovation" I meant "new and useful tools and features", not "flashy marketing gimmick nobody actually wants or even needs".
Re: (Score:2)
The ceiling would go a bit higher if Apple bothered to significantly update any of its hardware (beyond the iPhone) on a regular basis.
I'm in dire need of a new Mac Pro and a new MacBook Pro. I've got several thousand dollars that I'd be more than happy to hand over to Apple, provided they could bother to market replacements that I cared to buy. There may be some hope for the Mac Pro, depending on what app
Re: (Score:2)
Re: (Score:2)
I don't know if I'll ever buy another MacBook Pro unless someone at Apple begins making rational design decisions instead of focusing on appearance, thinness, and weight alone.
And if you'd get your head out of your ass, you'd see that Apple HAS been making VERY rational design decisions with the MacBook Pros. You're just too stupid and backward to think ahead a few years, when you will still have that MacBook Pro.
Re: (Score:2)
I'm in dire need of a new Mac Pro and a new MacBook Pro.
Why bother? Get a Linux box and a Pixelbook. More better.
Re: (Score:2)
There are only so many people they can sell products too, there's a ceiling on that hardware growth.
Apple has about 10% of the Desktop Market.
Apple has about 12% of the Mobile Phone Market.
I think there is SIGNIFICANT distance to the "Ceiling" when it comes to "Hardware Growth".
Re: (Score:2)
Re: (Score:2)
Apple doesn't produce products that cater to the other 90%, simply based on average selling price. The damage it would do to their brand to produce "cheap" products wouldn't be worth it. They focus on high-end, high margin products. So no, there isn't that much growth left in pure marketshare.
Wait until they switch to ARM for their "consumer"-level machines.
Re: (Score:2)
the real growth of Apple's business will be in services
Its rapidly shaping up as the only realistic avenue remaining. After all, can Apple realistically convince its diehard cultists to fork over $2000 of their retirement savings each upgrade instead of just $1000? IPad is shrinking, Macs are the walking dead, and the smartwatch market isn't meeting expectations. But there is only so much Apple can do with its walled garden services before users start walking and governments step in with well founded monopoly concerns. Basically, Apple will try to be the new AO
Re: (Score:2)
Macs are the walking dead
Now there's some hyperbole for you. I'd be happy to take that "walking dead" off their hands (3.7M units).
Sony sold 2 million handsets and that is considered dead. I'd be happy to take that off their hands as well. Does not change the fact.
and the smartwatch market isn't meeting expectations
Who's expectations?
Apple's expectations. Apple has a big fat share price to feed and the small contribution from smartwatches is not anywhere close to enough. That market was expected to explode like the original iphone and it didn't.
Re: (Score:2)
Dead? Far from it. But Apple is doing what MS has been doing since the 90s: Moving through inertia. The engine is off.
Juggernauts like Apple can do this. Even with no new products, Apple would still make acceptable profits for a while. Apple store, accessories, repairs and add-on sales would certainly keep the revenue going. But they would be living off products that they already designed, created, made and sold. That can keep a company the size of Apple afloat for a couple years.
After that, the Juggernaut is dead in the water. And as any oil tanker captain will tell you, getting a huge thing like that moving again takes a LOT of fuel for very, very little gain in the first couple days.
Hell, Apple could STOP selling EVERY product TODAY, and keep every single employee worldwide at their desks at full salary playing games all day for about 25 YEARS before the lights would be turned-off.
That give Apple a LOT of time to come up with "The Next Big Thing".
Fortunately, in the meantime, they are selling goods and services quite handily, thank you very much. That extends that "Lights Out" time by several DECADES.
Sorry, Apple will not be going away in the lifetime of anyone who is reading this. OR
Re: (Score:2)
So far the theory. In fact, investors will become uneasy far, far earlier. Apple would survive that, easily, but you'll see a very different C-Level lineup very, very soon.
And since C-Levels make decisions in such companies, that's not going to happen anytime soon. They'd probably sink the company before going out with a whimper.
Re: (Score:2)
So far the theory. In fact, investors will become uneasy far, far earlier. Apple would survive that, easily, but you'll see a very different C-Level lineup very, very soon.
And since C-Levels make decisions in such companies, that's not going to happen anytime soon. They'd probably sink the company before going out with a whimper.
But, since Apple WILL continue to innovate and sell products, it's all a REALLY unlikely scenario.