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This is true. Chinese markets and Chinese culture are too protectionist for anyone to expect Apple or any other non-Chinese company to achieve market dominance.

Pretty ironic since Americans can't buy Huawei but Chinese consumers can buy Apple.
 
This is true. Chinese markets and Chinese culture are too protectionist for anyone to expect Apple or any other non-Chinese company to achieve market dominance.

I add to that the encouragement from the Chinese government to buy Chinese phones.
 
No, that's not true. Huawei overtook Apple in China back in 2014 and continued to grow ever since along with other domestic brands.

Apple sells many iPhones in China because the market is so huge. Even with less than 10% market share in China, that represents 20% of Apple's revenue.

Actually it is true.

iPhones launched in the past two years are all over $800 in China, the xr currently starts around $928 in China. Apple mainly sells in the premium segment of the Chinese market

Apple owns 80 percent of the premium smartphone market. Huawei came in a distant second at 13%.

Which basically means for the 2018 fiscal year, if a Chinese consumer spent $800 and over for a smartphone, 8 out of 10 consumer bought an iPhone, 1 out of the 10 picked a mate 20.
 
These are two informative posts. Can anyone expand and explain more about if Apple is lowering prices by reducing its bottom line, passing on savings from a lower tax that China levies against them during manufacturing, or not changing prices at all but the total cost for consumers is lower due to the decrease in the VAT?

I know in most countries the sales tax is built-in to the price of goods so what you see for any given product is what you pay, and your receipt will then detail the specific breakdown, but in the U.S. sales tax is added to the price of the product at the time of sale so you always pay more than the sticker prices.

I'm just not clear on where this price cut comes into play.

Basically Apple used the changes in VAT as an excuses for Price Cut. As you can tell the price changes percentage are different between iPhone and all other Apple products, with iPhone getting ~5% while others are ~3%.

And most of the other Retail Channels already had their prices reduced for quite some time, the XR starts at 5xxx RMB.
 
Actually it is true.

iPhones launched in the past two years are all over $800 in China, the xr currently starts around $928 in China. Apple mainly sells in the premium segment of the Chinese market

Apple owns 80 percent of the premium smartphone market. Huawei came in a distant second at 13%.

Which basically means for the 2018 fiscal year, if a Chinese consumer spent $800 and over for a smartphone, 8 out of 10 consumer bought an iPhone, 1 out of the 10 picked a mate 20.

No, because the super premium ($800 and up) market in China is only 6%.

Most consumers in China aren't buying $800 phones, hence Huawei's win.
 
My guess is with this quarter’s introduction of the P30 Pro, Apple may have anticipated it was going to greatly impact sales on high end phones and they are trying to compensate. Apple’s big disadvantage is their annual update schedule, whereas Huawei and other brands can be more flexible.
 
apple still trying to get china as a costumer
good luck with that
I heard that Huawei and samsung are running strong on china
nice try apple but even lowering the prices might not do it
it seems like the chinese people doesn't want your phone
I talked about this recently
eventually apple will get to that point, people are just getting tired of apple
minimal changes, lack of innovation that even lowering the price is not good enough
I always knew that Chinese people are very smart
don't let apple fool you in April 1st
 
No, because the super premium ($800 and up) market in China is only 6%.

Yup and apple owns that segment as I said, all of the phones apple launched in the past two years are over $800 in China.


Most consumers in China aren't buying $800 phones, hence Huawei's win.

Yes and apple hasn’t launched any phones below $800 in the past two years. Have they?

I wouldn’t call Huaweis $125 asp winning, they are trying desperately to get into the premium segment, that 13% must be killing them.

Must be a reason their cfo uses an iPhone, an iPad and a MacBook. That was embarrassing.
 
Yup and apple owns that segment as I said, all of the phones apple launched in the past two years are over $800 in China.




Yes and apple hasn’t launched any phones below $800 in the past two years. Have they?

I wouldn’t call Huaweis $125 asp winning, they are trying desperately to get into the premium segment, that 13% must be killing them.

Must be a reason their cfo uses an iPhone, an iPad and a MacBook. That was embarrassing.

It's all about the trend. For Huawei, it's going up. For Apple in China, it's going down. Study the situation strategically, not just a moment in time.
 
My guess is with this quarter’s introduction of the P30 Pro, Apple may have anticipated it was going to greatly impact sales on high end phones and they are trying to compensate. Apple’s big disadvantage is their annual update schedule, whereas Huawei and other brands can be more flexible.

Hahahaha you can’t be serious.

You do realize that Huawei only sold about 15 million units of the p20 and mate 20 lines in all of 2018.

15 million a year isn’t impacting anyone.
 
Hahahaha you can’t be serious.

You do realize that Huawei only sold about 15 million units of the p20 and mate 20 lines in all of 2018.

15 million a year isn’t impacting anyone.

You don't seem to be aware that Apple shipped 34.2 million units in China for all of 2018.
 
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It's all about the trend. For Huawei, it's going up. For Apple in China, it's going down. Study the situation strategically, not just a moment in time.

All about the trend? Yeah no one cares about profits, good one. Trends. Great goal post move, no one saw anything.

While Huawei did increase shipments in 2018 what happened to zte, Meizu, or lenevo? They all declined by quite a bit in both market share/sales and profit.

Yes apple sold 12% fewer phones in China in 2018 but made 25% more profit, they called that increasing efficiency back in business school, the way they taught it was a good thing.


How much is the new mate x again?
 
All about the trend? Yeah no one cares about profits, good one. Trends. Great goal post move, no one saw anything.

While Huawei did increase shipments in 2018 what happened to zte, Meizu, or lenevo? They all declined by quite a bit in both market share/sales and profit.

Yes apple sold 12% fewer phones in China in 2018 but made 25% more profit, they called that increasing efficiency back in business school, the way they taught it was a good thing.


How much is the new mate x again?

No idea where you're pulling your numbers from.

If Apple made 25% more profit in China, they wouldn't need to issue an earnings warning in January.

It's pretty clear that Huawei's 25% growth in China is coming at the expense of Apple and others.
 
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You don't seem to be aware that Apple shipped 34.2 million units in China for all of 2018.

You don’t seem to understand that numbers represents 80% of all smartphones sold $800 and over in China.

How much does that 34.2 million units in China translate into dollars?

I will wait I’m sure you know.

Btw the 15 million number for the mate 20 series and the p20 series, that’s globally not just China.
 
iPhone life or death shouldn't have to depend on China at all
It doesnt, but its growth depends on new markets such as China, India and Indonesia which combines, account for 1/3 of the global population. US is nice market, but there is no much room for new customers or profits increase, just keeping the existing customers and maybe attract some android switchers which translates into small variation in the market share, nothing more.
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That's great news for our China friends... Now do Europe.
If there is someone to blame about the prices in Europe, this is not Apple. 20%+ VAT is what killing the deal for us. So protest against your government for stealing 20% of all money you spent after being generally taxed when you earned that money in the first place. Sales tax are not that high in the US and some states dont have sales taxes.
 
You don't seem to be aware that Apple shipped 34.2 million units in China for all of 2018.
well is not really how many they shipped, is how many they sold
:D
apple end up sending that shipment back to USA
they probably sold 4.2 millions and had to send back 30 millions
:)
 
No idea where you're pulling your numbers from.

If Apple made 25% more profit in China, they wouldn't need to issue an earnings warning in January.

It's pretty clear that Huawei's 25% growth in China is coming at the expense of Apple and others.

iPhones made 25% more while selling 12% less in China in 2018 compared to 2017 models.

You might be getting things confused, apple never issued a warning, they issued a revision on revenue falling short of projections. Samsung issued a warning.

No it’s not clear, not at all. How much profit did Huawei make from smartphones in 2018 in China?
 
I see you have a good taste for camera's :) Are you an photographer?
Thanks. The better question might be what am I not? I'm never satisfied and always wanting to learn how to do new things. I am often reminded that I am going to die without being able to learn everything I want to learn because it's impossible. Happy thoughts, right?

My job involves UI design, full stack web development, and photography. That is what I am best at. I also have my own freelance business but I haven't been doing that as much in recent years since my wife and I started having kids. I'm also fairly good at painting and used to sell but I don't make them as much any more. I've recently taken up carpentry in my workshop and landscaping because I have found it to be relaxing working with my hands. I'm a former storm chaser and quit after I had a brush with death. I used to be pretty good at building PCs. I aspire to get better at videography, astrophotography, studio photography, ceramics, carpentry, drone piloting and cooking—though I am pretty good on the grill. My stretch goal is to become a master craftsman by retirement in 30 years, build a home with my own hands off the grid in the mountains, travel more, and start a non-profit teaching people how to budget and gain financial independence—especially for aspiring artists who struggle to make ends meet.

Last summer I built my own studio/office in my basement to get better at studio photography (and at construction, lol), but I primarily do landscape, wildlife, macro, and some sports photography. I was a writer for 9to5Mac for a little while back in college and used to make gaming videos on YouTube. I'd like to get back into making videos but for tech related to general computing, mobile devices, gaming, and photography but I find video production to be very time consuming. I enjoy teaching almost as much as I enjoy learning which is why video production interests me as a medium for storytelling and learning, and think it would be fun to teach a few courses as an adjunct instructor.

Sorry that was way more than you wanted to know. Are you a photographer? I love Sony's system. I switched from Canon when the a7R III came out. I started out though way back in high school heavy on Sony point and shoots and then a prosumer model before going to dSLR on Canon (this was before Sony had any dSLRs). I had rented the a7R II in the summer of 2017 and fell in love. The a7R III was an improvement in nearly every way. It is the closest thing to perfection in photography. I've been slowly expanding my lens collection because I've had a lot of expenses switching systems, building my studio, buying tools, and getting my new iMac. I'd like to get either the 70-200 GM or the 100-400 GM next but am having trouble deciding. I rented the former to shoot a wedding last year and the latter on a vacation and really liked them both, but I'm leaning towards the 100-400 GM because I love wildlife photography and might also use it for astrophotography when I get a star tracker mount.

WHEW.
 
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Hahahaha you can’t be serious.

You do realize that Huawei only sold about 15 million units of the p20 and mate 20 lines in all of 2018.

15 million a year isn’t impacting anyone.
As I didn’t mention the two phones you’re speaking of, I don’t care. I’m discussing a just released premium phone that is being favorably compared to the S10 and XS lines.
 
As I didn’t mention the two phones you’re speaking of, I don’t care. I’m discussing a just released premium phone that is being favorably compared to the S10 and XS lines.

You didn’t mention them but you mentioned the p20s successor, it didn’t sell well.

The essential was favorably compared to the iPhone and the s9, it didn’t do very well either.
 
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