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I also remember reading here that Apple uses the same definition for sold as the other manufacturers too.

I'm sure they do. But other manufactures don't report "sold". Apple only does so indirectly by including channel inventory in their reporting. Gartner's estimates are based on units sold to end users.
 
That's a doomed strategy. Your individual contributions won't make any difference. Just go with the flow i.e. use the winning ecosystem (which at this moment is Android ecosystem).

Wrong. Android is the winning "platform" but because their ecosystem is made up of a large majority of near feature phones and is fragmented so poorly, the ecosystem itself is losing. Apple's ecosystem makes more money, has more software, and has better support.

With that in mind, you may want to ditch Android since your philosophy is to go with the flow...or forever be lost with your cheap knock off.
 
Well said. On the last earnings call, Tim Cook mentioned that a change in the upgrade policies in the US caused sales to drop last quarter - now imagine if subsidies (or monthly payments as Tmobile) are dropped completely and Operators say from now you have to pay $600+ for an iPhone - sales will drop dramatically.

Apple depends more on subsidies than they will like you to believe and if you look at it rationally makes investors very nervous.

Yes, and that is just one potential problem. Consumers are a fickle bunch and can switch to a competitors device often for no good reason. It only takes a change in market perception the destroy a product line and as Apple has so few product lines this makes them ultra vulnerable to consumer whims.
 
Well said. On the last earnings call, Tim Cook mentioned that a change in the upgrade policies in the US caused sales to drop last quarter - now imagine if subsidies (or monthly payments as Tmobile) are dropped completely and Operators say from now you have to pay $600+ for an iPhone - sales will drop dramatically.

Apple depends more on subsidies than they will like you to believe and if you look at it rationally makes investors very nervous.

If sales drop dramatically, then carriers will do something to bring the sales back up. They won't drop the layaway plan that T-Mobile is providing because it will hurt their sales.
With carriers dropping their monthly prices, I could see smartphone usage continue to increase. Also more folks might start carrying two phones. It actually works out for me to do that. And it isn't that expensive to add a line.
 
Then be consistent

You need to treat android and apple equal

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Watch the comments when android sells more phones again

Wait - why is this "Apple versus Android". Of COURSE more Android devices are sold.....Android is on thousands of different devices.

Regardless of the differences that have been pointed out, I'm not interested in getting into this argument when it has no bearing on the thread.

Yes - both Apple and Android OEMs report "shipped" not sold. However, the data that goes into those "shipped" numbers is different for each OEM. In Apple's case, a vast network of Apple Stores is just one key difference in their ability to present sales data.

But again - this has no basis on the thread and only serves to stir up an argument that has been had ad nauseum on these forums. So kindly contribute with something conducive to the thread topic or get lost.

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Well said. On the last earnings call, Tim Cook mentioned that a change in the upgrade policies in the US caused sales to drop last quarter - now imagine if subsidies (or monthly payments as Tmobile) are dropped completely and Operators say from now you have to pay $600+ for an iPhone - sales will drop dramatically.

Apple depends more on subsidies than they will like you to believe and if you look at it rationally makes investors very nervous.

Wait - so why is Apple singled out here?

If carriers decided to drop subsidies and monthly payments all together (why, would be the question that comes to mind), it would not only affect Apple but Samsung and every other OEM which sells a high-end device.

Samsung's biggest sellers are both $600+ off contract. HTC's only hope is near $600 off contract. LG, Sony etc.....you get the idea.

Really at that point, there might be a rush toward the Moto G's and Nexus devices, but ultimately each OEM would be in the same boat and carriers would be left losing as well because handset sales would stagnate.

If carriers do away with subsidies, they're much more likely to do so ala T-Mobile and split out device payments from the monthly plans. This being the case, Apple is just as equipped to handle this as any OEM. Heck, an iPhone 5S is only like $25/month on T-Mobile. Comparable to any other top-of-the-line device.

I don't think people would rush to the low-end market just because subsidies end. Especially not in the US.
 
Wait - why is this "Apple versus Android". Of COURSE more Android devices are sold.....Android is on thousands of different devices.

Regardless of the differences that have been pointed out, I'm not interested in getting into this argument when it has no bearing on the thread.

Yes - both Apple and Android OEMs report "shipped" not sold. However, the data that goes into those "shipped" numbers is different for each OEM. In Apple's case, a vast network of Apple Stores is just one key difference in their ability to present sales data.

But again - this has no basis on the thread and only serves to stir up an argument that has been had ad nauseum on these forums. So kindly contribute with something conducive to the thread topic or get lost.

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Wait - so why is Apple singled out here?

If carriers decided to drop subsidies and monthly payments all together (why, would be the question that comes to mind), it would not only affect Apple but Samsung and every other OEM which sells a high-end device.

Samsung's biggest sellers are both $600+ off contract. HTC's only hope is near $600 off contract. LG, Sony etc.....you get the idea.

Really at that point, there might be a rush toward the Moto G's and Nexus devices, but ultimately each OEM would be in the same boat and carriers would be left losing as well because handset sales would stagnate.

If carriers do away with subsidies, they're much more likely to do so ala T-Mobile and split out device payments from the monthly plans. This being the case, Apple is just as equipped to handle this as any OEM. Heck, an iPhone 5S is only like $25/month on T-Mobile. Comparable to any other top-of-the-line device.

I don't think people would rush to the low-end market just because subsidies end. Especially not in the US.


Understood- but the point we are making is that Apple's limited portfolio of products makes them more vulnerable to Operators, Retailers and customers desires and since 60% of their profit comes from Iphones - their future is less than certain in the mind of investors.

Let's say the Galaxy S5 doesn't sale as much as the S4 - who cares - Samsung makes everything under the sun and they are not affected as much as Apple that releases 1 new phone per year.
 
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Understood- but they point we are making is that Apple's limited portfolio of products makes them more vulnerable to Operators, Retailers and customers desires and since 60% of their profit comes from Iphones - their future is less than certain in the mind of investors.

Let's say the Galaxy S5 doesn't sale as much as the S4 - who cares - Samsung makes everything under the sun and they are not affected as much as Apple that releases 1 new phone per year.

True - but Samsung's Galaxy line doesn't have the following the iPhone does either.

Ah well....it will be interesting to see. We are early into 2014 - a year in which Tim Cook said we'd see many new products. I'm sure Apple has things well in hand. You don't build the world's most valuable brand by being lucky.
 
Understood- but they point we are making is that Apple's limited portfolio of products makes them more vulnerable to Operators, Retailers and customers desires and since 60% of their profit comes from Iphones - their future is less than certain in the mind of investors.

Let's say the Galaxy S5 doesn't sale as much as the S4 - who cares - Samsung makes everything under the sun and they are not affected as much as Apple that releases 1 new phone per year.

Samsung Electronic's mobile division accounted for 66% of their operating profit last quarter.
 
This success is both a blessing and a curse.

Imagine that you have a product that is selling 42 million units. How much do you want to screw with the design? You could easily say "well a few people are crying about a larger phone, but look at what we are actually selling. What if we make a larger phone and it's not successful? Better just make some token changes, because people are still buying it in droves."

I know Apple wants to make the best products, but when people can't get enough of what you already have, it's dangerous to mess with the recipe.
 
Because they didn't sell 60m. Stupid, isn't it.:mad:

The market is just getting flooded, I know friends and family around me all wait 2+ years to upgrade, and with all the new phones on the market, and now some carriers not offering contracts or the fact someone has to pay full price will surely slow down all MFG's mobile growth to some degree.
 
Actually all the money in the Android market goes to Samsung. Yes, the profits are split between 100 companies, but most of them get a negative share.

There were 226 million Android smartphones shipped last quarter.

Samsung only shipped 82 million smartphones total... mostly Android but Samsung also has some Windows Phone and Tizen phones mixed in there too.

I understand that Samsung is the largest single Android manufacturer... but they don't even make up half of the Android phone shipments.

In other words... there were more non-Samsung Android phones shipped last quarter than Android phones made by Samsung.

If Samsung is the only manufacturer who makes money with Android phones... how is that sustainable for the rest of the Android industry?

How can all those other companies ship 140 million Android phones... and NOT make any money? That's sofa-king crazy.
 
I can't wait for the Quarterly Report conference call. I have a hard time believing that there are millions upon millions of iPhone 5c's sitting in warehouses.

Tim and Peter will tell us exactly how many iPhones are in the channel and we can do the math to see if channel inventory grew or not. If the 5c really is such a flop, you'd expect to see a huge spike in inventory.

I call BS on the tech press and rumor mongers.
 
That's a doomed strategy. Your individual contributions won't make any difference. Just go with the flow i.e. use the winning ecosystem (which at this moment is Android ecosystem).

Phones that run some version of Android are outselling the iPhone 5 to 1

No one can argue that.

But as an ecosystem... how is Android "winning" when many of those phones are ultra-cheap garbage phones sold in developing nations?

Those customers aren't spending money on apps or accessories. They don't have the most usage share either.

Android has 80% smartphone market share... hooray.

But iOS with its 17% smartphone market share is actually a stronger and better performing ecosystem.
 
If Samsung is the only manufacturer who makes money with Android phones... how is that sustainable for the rest of the Android industry?

How can all those other companies ship 140 million Android phones... and NOT make any money? That's sofa-king crazy.

Samsung isn't the only vendor making money on Android, but they are the only 1st tier manufacturer making money. LG, HTC, Moto, Sony, and the rest are losing money consistently. I think LG showed a profit here or there for a random quarter.

The other Android vendors making money are the smaller, regional players. Lots of Indian and Chinese manufacturers are making money, albiet at a much smaller scale. I suspect that as soon as they start growing, they become targets of patent litigation and quickly become unprofitable.
 
Samsung isn't the only vendor making money on Android, but they are the only 1st tier manufacturer making money. LG, HTC, Moto, Sony, and the rest are losing money consistently. I think LG showed a profit here or there for a random quarter.

The other Android vendors making money are the smaller, regional players. Lots of Indian and Chinese manufacturers are making money, albiet at a much smaller scale. I suspect that as soon as they start growing, they become targets of patent litigation and quickly become unprofitable.

Oh ok.

People keep saying that Samsung is the only company making money on Android.

I guess that's not true after all.
 
All the data that you mentioned in your replies.

I will then review the data and reply back with my own analysis.

I didn't mention any specific data. Which is why I asked which data you would like to see. I'm starting to get the feeling that you are just throwing out terms that you've read in the forum without any understanding of what they mean. How have you not already reviewed the data if you are making comments about it?

But feel free to search for IDC or Gartner's quarterly smartphone market share updates for the time frames that you are interested in. And Apple's quarterly financials and conference calls. All of these reports are regularly posted by MacRumors.
 
I didn't mention any specific data. Which is why I asked which data you would like to see. I'm starting to get the feeling that you are just throwing out terms that you've read in the forum without any understanding of what they mean. How have you not already reviewed the data if you are making comments about it?

But feel free to search for IDC or Gartner's quarterly smartphone market share updates for the time frames that you are interested in. And Apple's quarterly financials and conference calls. All of these reports are regularly posted by MacRumors.

Of course not but you say things without offering links or data

You refer to previous posts

What posts ?
 
Apple fails so hard.

When is Apple going to prove they can innovate and get 100,000,000,000,000 a day like other mobile operating systems?
 
Well said. When Apple does well, we all benefit as consumers. That's why I always celebrate news like this and encourage others to share in the champagne. It's a great time to be part of the Apple mission.

Man you break out the champagne if Tim Cook sneezes. :rolleyes:
 
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