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Apple Recorded More Than Half of Total Smartphone Industry Revenue in iPhone X Launch Quarter

Damn too much math!! We can all agree that Apple is just killing it and shareholders are ecstatic!

I never get the negativity of some of you in this forum. Oh well, oh look a butterfly....
 
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gim said:
The article was edited, the original version clearly used the term profit. Hence the discussion about the "Apple takes more than 100% of profits" passage. So don't apply my analogy to revenue, I have never mentioned that word.

But I feel sorry that you're struggling so hard with this.
Every time the smartphone industry grows profit wise, the hypothetical cake gets bigger, which means that every company's share of the cake is, like you said, independent from the other companies.

Example: If Apple gets a 80% share of a 1 pound cake, and their profit doesn't increase, but the industry as a whole doubles its profit - Apple would get a 40% share of a 2 pound cake. I hope you can do the math, because Apple's profit hasn't changed in this case just because the others made more profit.

The analogy doesn't fail. Have you ever seen a pie chart?
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Your analogy still fails because the smartphone market is infinite. Up to the number of people on the face of the earth. The problem with your analogy is you don’t know how big the cake is. Ad-Homs do not make your post more valid.
 
I7guy said:
Your analogy still fails because the smartphone market is infinite. Up to the number of people on the face of the earth. The problem with your analogy is you don’t know how big the cake is. Ad-Homs do not make your post more valid.
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The only one that fails here is you, and by failing I mean badly.
The size of the pie right now is known, as is the overall profit of the smartphone industry.

I don't even know why I'm trying to explain this to you. There are thousands of pie charts out there that depict how the profit of an industry is divided. The fact that you can illustrate this with a pie chart legitimizes the whole pie analogy, end of discussion.
 
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I7guy said:
The analogy about a cake or pie isn’t accurate because more revenue for one maker does not imply less revenue for another maker, which would be the case if the revenue or profit were indeed a pie or cake.
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His analogy is correct.

The size of the pie is known, whether it be total profits or revenue.

His only point was to agree with me that it's impossible to have more than 100% of the pie.
 
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kdarling said:
His analogy is correct.

The size of the pie is known, whether it be total profits or revenue.

His only point was to agree with me that it's impossible to have more than 100% of the pie.
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The size of the pie is known for a moment in time when these numbers are reported. But a pie implies an increase in one slice implies a decrease in another slice, which is not the case. So the analogy is incorrect.
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gim said:
The only one that fails here is you, and by failing I mean badly.
The size of the pie right now is known, as is the overall profit of the smartphone industry.

I don't even know why I'm trying to explain this to you. There are thousands of pie charts out there that depict how the profit of an industry is divided. The fact that you can illustrate this with a pie chart legitimizes the whole pie analogy, end of discussion.
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Disagree, due to the reasoning above. We will have to leave it at that. No matter how many "pie charts" are out there, a pie chart implies that there is a fixed metric being measured and when one slice has more, another has less. That is not the case here.
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HJM.NL said:
Perfect example of customers paying too much. Nothing wrong with making profits but quality, cutting edge technology should also be included when making that much. Caring and listening to your customers too. Just saying.
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A perfect example of your value system saying YOU would pay too much. For my expected usage and support I am getting a good high quality product at a price commensurate with the expected benefits. And who says Apple doesn’t listen to its customers? They do in some ways and don’t in others and certainly one anonymous opinion is not driving product direction.
 
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dmylrea said:
At $999 for every iPhone X that is said costs Apple only $357, and people are surprised they have the majority of revenue?
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Build me one for $400 and I’ll send you the cash.
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maerz001 said:
Unless you're a stock holder why are most of the commentators here so happy to pay kind of monopolistic prices?
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Samsung devices are over $900.

Welcome to flagship smartphones.

Name a more important device to people.
 
apolloa said:
Well when you are capable of providing factual evidence to back that up I’ll ‘get it’.

But as I’m pretty confident their is zero chance of you being able to do that I will continue to wonder instead...
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Just like there's ZERO chance you can prove people were upgrading because of throttling. However, you can keep hoping....
 
Thai said:
Apple is doomed though. Really, how many iPhone X was sold? Certainly iPhone has died. Did it really sell more than 8/8+? No one knows because we cannot trust Tim Cook!! Why doesn’t Apple release all the figures (like zero other companies)?! They are hiding something!

Apple is doomed. Go Alphabet and their Pixel line, which sold an “amazing” 3.9 million in 2017!

Screw you Apple and your walled-garden stuff!!
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For Google, 3.9 million is great actually. If the next Pixel improves on those numbers, and then that trend continues to the next and so forth, you’d have the third major generational device that is competitive - like Galaxy, iPhone and then Pixel. (Counting Note with Galaxy) Anyway...everybody laughed at the Galaxy S1 and S2 because of their low power and clumsy Android, but years later and they’re billion-dollar brands!
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deanthedev said:
Just like there's ZERO chance you can prove people were upgrading because of throttling. However, you can keep hoping....
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Oh yeah? What about people who brought in their phones and were denied replacement batteries? That’d definitely be on record in an email or receipt, or complaints of a slower device and then receipts shortly after showing you purchases a newer one.
 
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Bawstun said:
For Google, 3.9 million is great actually. If the next Pixel improves on those numbers, and then that trend continues to the next and so forth, you’d have the third major generational device that is competitive - like Galaxy, iPhone and then Pixel. (Counting Note with Galaxy) Anyway...everybody laughed at the Galaxy S1 and S2 because of their low power and clumsy Android, but years later and they’re billion-dollar brands!
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S2 sold 10 million in 6 months. S3 sold 10 million in 55 days. S4 sold 10 million in just under one month.

See a trend here? Except that’s as far as it got. None of Samsung’s Galaxy S phones ever matched the sales of the S4. And today as successful as Samsung is (the number one seller of Android flagships, by far) they still lag way behind Apple. By a country mile.

Google, with their newest Pixel 2, and years of selling Nexus, can’t even get half as many yearly sales as Samsung did with a crappy old S2 in 6 months. I don’t see Google gaining much ground.


Bawstun said:
Oh yeah? What about people who brought in their phones and were denied replacement batteries? That’d definitely be on record in an email or receipt, or complaints of a slower device and then receipts shortly after showing you purchases a newer one.
Click to expand...

Eagerly waiting for you to provide us with these receipts.
 
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deanthedev said:
Just like there's ZERO chance you can prove people were upgrading because of throttling. However, you can keep hoping....
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Well I’ve read a few posts in threads on this forum where people claimed they upgraded due to their phones running slowly, plus we have law suites where people are sueing Apple claiming they upgraded due to their iPhones running slow, so there is that.
 
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ani4ani said:
Really, wow show me your tear-down and Ill show you mine!

It is common knowledge that the screens, RAM and in most models the CPU is made by Samsung [not always exclusively however]. Then add in that Camera modules [from Sony, also source some components from Samsung[ and Qualcomm radios also come from Samsung [again not exclusively], a lot of an iphone [and many other phones] directly and indirectly come from Samsung
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Screen yes others no. So maybe 15-20% of the cost which means Samsung is making $5 profit off each iPhone while apple makes $600.
 
MacRumors said:



Apple captured a record 51 percent share of revenue in the worldwide smartphone industry last quarter, which encompassed the launch of the iPhone X, according to research firm Strategy Analytics.

trio-iphones-ios.jpg

iPhone revenue totaled $61.5 billion in the fourth quarter of 2017, as Apple disclosed in its earnings report earlier this month. Strategy Analytics estimates Apple's smartphone revenue was three times higher than its nearest rival Samsung and seven times more than Chinese competitor Huawei.

Apple accounted for more smartphone revenue than the rest of the entire industry combined in the quarter, driven by "solid demand" for the iPhone X, said Strategy Analytics executive director Neil Mawston.

strategy-analytics-4q17-smartphone-revenue.jpg

iPhone's average selling price was $796 last quarter, up from $695 in year-ago quarter, which Strategy Analytics estimates to be almost three times higher than the overall industry average. Apple sold 77.3 million iPhones in the quarter, but it didn't disclose how many of those sales were iPhone X models.

Priced at $999 and up, the iPhone X has undoubtedly helped Apple increase its revenue share in the smartphone industry. What's more important is profits, however, and the iPhone often accounts for over 100 percent of net income in the smartphone industry when factoring in the losses posted by some rivals.

Article Link: Apple Recorded More Than Half of Total Smartphone Industry Revenue in iPhone X Launch Quarter
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Behold iPhone, especially iPhone X the best iPhone in the iPhone history!! iPhone is indeed the best smartphone and secured smartphone in the planet!!
 
apolloa said:
Well I’ve read a few posts in threads on this forum where people claimed they upgraded due to their phones running slowly, plus we have law suites where people are sueing Apple claiming they upgraded due to their iPhones running slow, so there is that.
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Yep, claiming and proving and winning lawsuits are all different things.
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Defthand said:
I'm no longer surprised or impressed by Apple's market share and revenues. Their gains were applaudable when they were a visionary underdog up against an industry of soulless Windows PCs. Now Apple has achieved a following that is so big that it doesn’t have to differentiate itself to sell product (at least in the USA). If the brand were to erode, it would take years before enough customers notice.
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Apple may not HAVE to differentiate itself to sell a product, but it does.

There is virtually no differentiation in android phones. Yeah, some nuances, but Samsung has proven that android doesn’t have to differentiate itself to sell phones.(imo)
 
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deanthedev said:
S2 sold 10 million in 6 months. S3 sold 10 million in 55 days. S4 sold 10 million in just under one month.

See a trend here? Except that’s as far as it got. None of Samsung’s Galaxy S phones ever matched the sales of the S4. And today as successful as Samsung is (the number one seller of Android flagships, by far) they still lag way behind Apple. By a country mile.

Google, with their newest Pixel 2, and years of selling Nexus, can’t even get half as many yearly sales as Samsung did with a crappy old S2 in 6 months. I don’t see Google gaining much ground.




Eagerly waiting for you to provide us with these receipts.
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there was a report this week that the pixel has only sold 3.9 million units...
 
apolloa said:
Well I’ve read a few posts in threads on this forum where people claimed they upgraded due to their phones running slowly, plus we have law suites where people are sueing Apple claiming they upgraded due to their iPhones running slow, so there is that.
Click to expand...

Irrelevant. I could claim anything I want online and there’s no way to verify it. And the lawsuits are meaningless - just money hungry lawyers all trying to be first-to-file hoping they’ll find a smoking gun later.
 
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