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iPhone 5c Broadens Apple's Customer Base, but Android Continues to Lead in Smartphones
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Some surprisingly high Windows numbers there. Especially GB. I've seen exactly one Windows phone in the wild yet they have 10%
I would have said the same thing about Android phones 2 years ago, but now they are everywhere.
One where the numbers are not distorted by the transition from feature phones to smart phones. "Total phone sales" would be a good one, because that market has stayed unchanged since 2007 when the iPhone was introduced. "Total phone revenues" would be a good one, because it doesn't count one $600 sale and one $100 sale and one $20 identically.
How about the ability to send someone a file other than a photo natively, without the aid of an app? Or true multitasking, or external storage, or better maps or nicer screen size, customization, better sharing features, better keyboard choices, visible file system, better notifications, (apple realized this and copied) google now, (Siri is a joke), more free apps, unlock options, shall I go on.....
Could you point me to some "total phone market" stats as I have never seen that discussed here or anywhere else. If Apple's smartphone market share is decreasing, but their "total phone market" is increasing, I'd like to see that.
Do you have proofs of your numbers ?
All iPhones are "high end" in Apple (and customers) view, so they sell more than Samsung high end ....
The ONLY thing that make android share so high is the huge number of android low cost crapware you can buy for free (or almost free) everywhere.
The last Samsung Android phone I used on a Mac to transfer files to was a 6 step process just to get the phone to connect and show up on my Mac desktop. Are newer Android phones easier to do this?
Why do so many people feel the need to defensively explain these stats away, e.g. saying there are far more different/cheaper Android devices than there are iOS ones? The reason isn't the point - the point is that Apple are losing smartphone OS dominance and with it goes their influence and that's a bad thing for those of us who are staying with our iPhones, for a couple of reasons:
A couple of years ago, the big developers were focussed on iOS, and iPhones got the killer apps that maybe made it onto Android months later, if even at all. But that's changing, developers are going to develop for the largest, most lucrative market first and foremost. I reckon that within the next 1-2 years we're going to be seeing people switching from iOS to Android driven by availability of must-have apps.
Previously, Apple could call the shots. If it introduced a new technology with the latest iPhone it soon became the defacto standard by default; everyone would clamber to embrace it as they couldn't afford not to. But times have changed and developers are no longer seeing iOS technology integration as a "must-have". Take Passbook for example - if iOS was still the dominant mobile OS then we'd have every man and his dog supporting it and it would potentially have become an industry standard across the travel and entertainment sectors. Instead, developers are not seeing the point of incorporating a legacy system that's unique to an OS with a reducing penetration.
Sadly with Android not being as joined up and thus not being in as good a position to exert its influence, I think innovation loses out, even if before hand it could only be Apple's choice of innovation.
A couple of years ago, the big developers were focussed on iOS, and iPhones got the killer apps that maybe made it onto Android months later, if even at all. But that's changing, developers are going to develop for the largest, most lucrative market first and foremost. I reckon that within the next 1-2 years we're going to be seeing people switching from iOS to Android driven by availability of must-have apps.
Previously, Apple could call the shots. If it introduced a new technology with the latest iPhone it soon became the defacto standard by default; everyone would clamber to embrace it as they couldn't afford not to. But times have changed and developers are no longer seeing iOS technology integration as a "must-have". Take Passbook for example - if iOS was still the dominant mobile OS then we'd have every man and his dog supporting it and it would potentially have become an industry standard across the travel and entertainment sectors. Instead, developers are not seeing the point of incorporating a legacy system that's unique to an OS with a reducing penetration.
Sadly with Android not being as joined up and thus not being in as good a position to exert its influence, I think innovation loses out, even if before hand it could only be Apple's choice of innovation.
So if Apple would sell 6 models instead of 3, they would double their sales? And triple their sales with 9 models etc? If that's the case why don't they?
I don't think it's that easy. Isn't it that you have a fixed amount of people wanting a phone and they just have more to choose from when it comes to Android models? If you are going to buy a phone and decides for Apple, you won't buy 3 phones, right? And if you decide to go Android you don't buy 50.
Just because they have a larger number of models doesn't necessary mean they will sell more. The only thing it means is that if they totally sell a certain number of phones they will sell less out of every specific single model than if you compare the model breakdown from an Apple sale of the same total number.
I'd say it does.
Apple favors only high markets at their events, not the markets where it nees work
I dunno why, but it makes customers a false high hopes in that "look how well Apple is doing". Ya, on,y inside the U.S, but what about outside??
There are Apple Stores everywhere else, not just home base. Apple should be realy factoring this in and remove the "Only inside the U.S" text in their pie charts. Its really a bad way.
Unlike Dell, or MS, who says it globally, which IS actually a true representation of how many users. Markt share being less outside is not a factor.... Its still nit true
This pretty much covers it. The iPhone is more expensive with no real benefit when Android and Windows Phone can do exactly the same stuff for less and more expandability.
For one, I am talking about sending a file from your phone to someone electronically, You cannot send any file you want in your file system from IOS other than a photo via email or the web. And you cannot access the file system of your IOS device to any computer without some sort of 3rd party app. I simply plug my phone into my computer and I can see the entire file system internal and external drives.
Usage vs Shipments
This come back to my previous post. These market share numbers should be about increases in actual devices in use vs how many devices a manufacturer shipped into the sales channel. If that was the case for Apple they would be Selling (shipping) 2.5M iPhone 5Ss per week (FoxConn only).
http://www.businessinsider.com/apple-is-making-more-iphones-than-ever-2013-11
Some surprisingly high Windows numbers there. Especially GB. I've seen exactly one Windows phone in the wild yet they have 10%
This come back to my previous post. These market share numbers should be about increases in actual devices in use vs how many devices a manufacturer shipped into the sales channel. If that was the case for Apple they would be Selling (shipping) 2.5M iPhone 5Ss per week (FoxConn only).
http://www.businessinsider.com/apple-is-making-more-iphones-than-ever-2013-11
The integration between iOS and OS X is probably unparalleled. By contrast, if you do not own a Mac, organising your files on an iPhone can be a painful task, precisely because it has no file management aside from iCloud or iTunes sync.
I really don't see it as a bad thing with Apple losing market share, it's never been what they are about. They sell over 100 million phones a year, I don't think we are in danger of losing developers anytime in the near future. Over time it will be interesting to see if the whole Mac vs Windows thing plays out again.
Take, for example, s4 sales and compare with iPhone 5s .... But you can't, because Samsung is hiding individual sales on purpose to mask their market share, based primary on a dozen of crappy cheap smartphones .... Ooh yes, they are android phones and they cost almost nothing to Samsung, so profits are good, but they are in another league from iPhones ...
iPhone vs smartphones is an absolutely useless analysis ....
Look at this another way.
If Verizon, AT&T and Sprint announce that it will drop phone subsidies altogether and move in line with T-Mobile, how big of a drop would Apple stock price be?
In this hypothetical world, people will pay for the phone and the wireless service separately.
Phone can be purchased either up front or in monthly installments (24 months in T-Mobile case). For example, $99 down payment with $22 a month for 24 months to purchase the device.
iphone 5s would be $650 (selling at very high profit margin)
vs
Nexus 5 at $349 (selling at very low profit margin)
vs
Moto G at $199 (selling at very low profit margin)
It's easy to see which phone market share will go up and which phone market share will go down.
If Verizon, AT&T and Sprint announce that it will drop phone subsidies altogether and move in line with T-Mobile, how big of a drop would Apple stock price be?
In this hypothetical world, people will pay for the phone and the wireless service separately.
Phone can be purchased either up front or in monthly installments (24 months in T-Mobile case). For example, $99 down payment with $22 a month for 24 months to purchase the device.
iphone 5s would be $650 (selling at very high profit margin)
vs
Nexus 5 at $349 (selling at very low profit margin)
vs
Moto G at $199 (selling at very low profit margin)
It's easy to see which phone market share will go up and which phone market share will go down.
A lot of people try to upsell apple here. In no way shape or form is apple like Ferrari. Apple's products are meant for the mainstream consumer market. There is no way Ferrari will ever make it to the mainstream (top 20 cars sold). A better analogy would be Toyota (android) vs BMW (iOS). BMW would most certainly care about toyota's performance (or, more specifically, Lexus). The galaxy S4, moto X, htc one, etc. those are the Lexus androids. They compete directly with iPhones (BMW).
Now the Ferrari of smartphones would be those $7,000 diamond studded androids those luxury brands are making.
Maybe, but when you look at the vast majority of consumers, most are not tech-inclined. They will see about 50 android options to choose from when they walk into a store and maybe only 2 iPhones. The iPhones will normally be priced out of their range. You can easily find a good number of android phones for less than $200 out of contract, hell there are plenty of cheap prepaid options for less than $50 at your local walmart/target. You can get an iPhone for free yes, but a lot of people who buy prepaid can't afford that because they dont have the credit to sign a contract. The fact that android has a lot of different models means they can basically target every single point of the consumer base, from a niche market to the typical consumer. Apple doesn't target the niche, they only target the mainstream consumer. If apple made 10 different phones at 10 different price points targeting different points in the consumer base, then yeah you bet their market share would rise.
Why was nokia so successful before Apple? There were always at least 10+ different nokia models alone. Same thing with samsung, it is the #1 android phone, and why? they have like 10 different models nobody can keep track of.
So you'd like to see phones compared model vs model? I think that would be interesting to see too. iPhone competes in the smartphone market regardless of how many models Samsung or anyone else sells, of the comparison is valid, IMO.
i find this article very biased toward apple..
apple's market share shrunk basically everywhere in the world, with few minor exceptions. it's not my opinion, is in the chart above!
furthermore, the cut in production of the iphone 5c was reported several times in other past news, so how can the report justify that this same model helped broaden apple's share? (ok, i know this may be subjected to interpretation, so i won't say more).
the "bounce" they claim in sales is only due to the fact that people naturally wait for the new model to come out, so sales typically drop in the months prior to a new announcement. we've seen it many years, so it's nothing to get excited about.
ps.
what i find most sad is how some people want to hear that a company is selling great, to justify their purchases and feel comforted that they indeed took the right choice...
where's your pride and self-worth gone?
apple's market share shrunk basically everywhere in the world, with few minor exceptions. it's not my opinion, is in the chart above!
furthermore, the cut in production of the iphone 5c was reported several times in other past news, so how can the report justify that this same model helped broaden apple's share? (ok, i know this may be subjected to interpretation, so i won't say more).
the "bounce" they claim in sales is only due to the fact that people naturally wait for the new model to come out, so sales typically drop in the months prior to a new announcement. we've seen it many years, so it's nothing to get excited about.
ps.
what i find most sad is how some people want to hear that a company is selling great, to justify their purchases and feel comforted that they indeed took the right choice...
where's your pride and self-worth gone?