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You're missing the point:
[snip]
The problem with Apple's model is it doesn't deal well with competition. All is good so long as things run well, but if Apple loses momentum, I think it will sink.
You think what? I'm not sure you know what you're talking about.

Q2 2010:
Apple_profits.jpg

Q2 2010:
chart-of-the-day-revenue-vs-operating-profit-share-of-top-pc-vendors.gif

Q1 2011:
179-Gartner-IDC-PC-Numbers-Q1-2011.png
 
This would be really troubling

If Google made a phone of its own. But they don't. They're always in the business of selling the audience to the advertisers.
 
The handwriting is on the wall for Apple. They lost the desktop battle because they were too focused on short-term profit (selling the computer + software) and now they've lost the mobile battle because they were, again, too focused on short-term profit (selling the phone + the OS).

I just had to highlight this post. Yes, their "short-term profit" has turned them into the largest tech company in the world. Good call Apple, please never take business advice from this guy.
 
I'm shocked by how many people see this as good news - apple is losing the battle, if not the war. Shrinking market share is generally not good, and it is a solid sign that nothing has changed since Microsoft won the OS battle: open might not produce better products, but it wins on market share.

The one difference is that google isn't selling android, so the economics of selling software (clearly better than hardware, as each additional unit costs nothing) don't quite work. However, ad revenue could well eclipse hardware costs.

At the moment, though, apple is still clearly making the most money of any single player in this market. What remains to be seen is if the controller of the OS makes the money in the long run, or the hardware manufacturer.

Mark my words, though - the ipad will follow the exact same arc. There is no good reason for it not to.
 
Not Surprising

It's not surprising that Android is coming on so strong, however, let's remember that Apple is a *hardware* company and uses software to sell hardware.

What we really need to look at is how the individual phone manufacturers are fairing! When you compare the actual smartphone manufactures you get:

Nokia 28%
Apple 16.1%
RIM 14.5%
Samsung 9.6%
HTC 8.5%
Others 23.3%

http://www.email-marketing-reports.com/wireless-mobile/smartphone-statistics.htm

So Apple's not worried. :)
 
This was going to happen. 30+ phones with android on all networks vs one phone who JUST got released on the second carrier isn't going to give you the largest share.

Lots of apps and a better experience to buying and managing them is great but iOS has to REALLY step up. Apple has lacked pretty simple features for a few OS updates lately and they need to move ahead and give OPTIONS for a few things. Some of the jailbreak apps are an absolute necessary add on to iOS 5.
 
You think what? I'm not sure you know what you're talking about.

Q2 2010:
Apple_profits.jpg

Q2 2010:
chart-of-the-day-revenue-vs-operating-profit-share-of-top-pc-vendors.gif

Q1 2011:
179-Gartner-IDC-PC-Numbers-Q1-2011.png

Yes, Apple's had good YoY growth in PCs. But when you start with nothing, if you sell a unit, you tend to have good growth.

And your graph of Apple's profits? We know they're high. Apple has healthy margins. Why? People are willing to pay an Apple Premium. Now, I'm not saying its not worth the cost. You're willing to buy a more expensive Apple Product than a cheaper product.

So please enlighten me as to why you're stating the obvious here. Its momentum. All your graphs point to that, too. Way to try to contradict me though. Just try a little harder next time before you accuse someone of not knowing what they're talking about.
 
The handwriting is on the wall for Apple. They lost the desktop battle because they were too focused on short-term profit (selling the computer + software) and now they've lost the mobile battle because they were, again, too focused on short-term profit (selling the phone + the OS).

The penalty for "losing the desktop battle":

The most profitable PC maker in the world, that is the Gold Standard of personal computing with Macs + OS X. I can't remember the last time Apple *didn't* sell record numbers of Macs quarter for quarter. Many have tried to copy the whole Mac + OS X experience, and everyone (notably Dell) have failed. Now Apple is selling record numbers of expensive Macbook Airs! Totally impossible for anyone else to pull off who isn't called "Apple."

Anyone can license out their beta OS to anyone else who can slam together a box and sell a lot of POS devices at low cost. Some of these Android smartphones are the biggest piles of junk you've ever seen. And guess what . . . they're counted toward Android market share. Yes, GOOGLE ALLOWS THIS TO HAPPEN. Because they don't give a **** about the user and will do anything - including whore out their OS to shytebox makers - just to squeeze out a few more percent share.
 
As much as I like Apple's products, this is a good thing - more competition is always good.

That said, the data does not include tablets, so it's not a complete picture.
 
Anyone can license out their beta OS to anyone else who can slam together a box and sell a lot of POS devices at low cost. Some of these Android smartphones are the biggest piles of junk you've ever seen. And guess what . . . they're counted toward Android market share. Yes, GOOGLE ALLOWS THIS TO HAPPEN. Because they don't give a **** about the user and will do anything - including whore out their OS to shytebox makers - just to squeeze out a few more percent share.

Quoted for truth.
 
#1-selling handset = iPhone.

That tells you something.

What does it tell us? There is only 1 iOS handset to choose from... it better sell well or else the entire iPhone platform is dead. It is all the eggs in one basket and it is working great for them, but one slip...

(I understand that I am replying to a person who doesn't feel Apple has ever made a mistake, but the people that run it are human.)

How do you like your iPad 2 LTD?
 
Everyone knows that if Apple had released OS X and iOS for all machines it would crush every other OS in market share.
 
:rolleyes: elitist, pretentious attitudes like these give apple users a bad image

If Apple users have a bad image, I don't get why there are more and more of them each day (see Apple's sales growth).

Apple's market positioning is and has always been high-end. If purchasing high-end products and services (i.e. Apple devices, BMW's, 5-star hotels, branded fashion and accessories...) is elitist, pretentious and gives a bad image, then so be it.

As LTD says, that category of consumers doesn't seem to care and I would venture to say that apparently most of the people who are not in the category wish they got there.
 
Some people don't seem to realize Android is an operating system & not a phone.

If you want to compare Android to something, it should be to iOS. If you want to compare the iphone to something it should be a nexus one, for example.

Also had to quote this again as it does bring up an extremely good point. Android is an operating system, not a phone. The iPhone runs iOS. So if you are going to compare operating systems, you need to add in all the iPod touch's and iPads into the equation which also run iOS........then what happens?
 
Yes, Apple's had good YoY growth in PCs. But when you start with nothing, if you sell a unit, you tend to have good growth.

And your graph of Apple's profits? We know they're high. Apple has healthy margins. Why? People are willing to pay an Apple Premium. Now, I'm not saying its not worth the cost. You're willing to buy a more expensive Apple Product than a cheaper product.

So please enlighten me as to why you're stating the obvious here. Its momentum. All your graphs point to that, too. Way to try to contradict me though. Just try a little harder next time before you accuse someone of not knowing what they're talking about.
Growth means selling more units, not "selling a unit". We're tracking growth of Mac sales rising over 27% YoY with PC sales shriking half a percent. Apple's total market share in Macs is increasing.

Regarding "high margins", iPads and iPhones are comparably priced. MacBook Air is the most affordable ultraportable in its segment.

Your statements are full of aphorisms and unfounded biases. I'm simply pointing out that you don't have any facts to back up anything you say (like in the post I just quoted).
 
Also had to quote this again as it does bring up an extremely good point. Android is an operating system, not a phone. The iPhone runs iOS. So if you are going to compare operating systems, you need to add in all the iPod touch's and iPads into the equation........then what happens?

Are you comparing mobile phone OS's or mobile device OS's? You can run the numbers anyway you want. The fact is that Android is doing well. I don't know how long you have been posting here, but 2 or 3 years back everyone on these boards was laughing at Google and saying that Android would never get off the ground.

I have an Android phone and several iOS devices including a new iPad 2. Both have their strengths and weaknesses. I got the Droid 2 before Verizon offered the iPhone and there was NO WAY I was switching to AT&T since I live in a rural area and need good coverage. Am I going to get an iPhone next time I upgrade? Maybe... Maybe not. The thing I like about having the Droid is that I get to play around with 2 unique platforms and it makes my life a little more interesting instead of having everything the same. That's just me. Different strokes for different folks.
 
Also had to quote this again as it does bring up an extremely good point. Android is an operating system, not a phone. The iPhone runs iOS. So if you are going to compare operating systems, you need to add in all the iPod touch's and iPads into the equation which also run iOS........then what happens?
This is a study of SMARTPHONES. So the study is 100% accurate. You don't need to pull in iPads and iPod Touches to keep convincing yourself that Apple will always maintain the highest market share. They won't.
 
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