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interesting that Apple's market share is 15% yet they want to force Apple to apply changes to make them do what the 85% are doing. And there basing this on Apple being a monopolist distorting the market... like how, with 15% can you distort the market???
lol
It’s more like 30% in total worldwide, but you’re absolutely correct. I’ve always found it unfair that Apple is clumped with the rest of big tech when it’s so different from them all. Usually big tech has a monopoly in something: Fecebook on social media, Google on smartphones/search/browsers, Amazon on online shopping, MSFT on laptops/desktops and enterprise solutions… Apple has a monopoly on nothing. Only 30% of people use iPhones, 15% use Macs, 10% use Safari, even on iPad they barely get above 50%. Apple isn’t a monopoly, they just make a lot of profit because they sell premium devices. They really get judged the most unfairly out of all big tech.
 
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If we go into recession which I think we are in now People will be buying the cheaper Android Phones instead of the high end iPhones.

Same thing with Macs VS PC's. People will buy a Windows desktop or laptop over a Mac due to the very high price entry point of a Mac.

 
It’s more like 30% in total worldwide, but you’re absolutely correct. I’ve always found it unfair that Apple is clumped with the rest of big tech when it’s so different from them all. Usually big tech has a monopoly in something: Fecebook on social media, Google on smartphones/search/browsers, Amazon on online shopping, MSFT on laptops/desktops and enterprise solutions… Apple has a monopoly on nothing. Only 30% of people use iPhones, 15% use Macs, 10% use Safari, even on iPad they barely get above 50%. Apple isn’t a monopoly, they just make a lot of profit because they sell premium devices. They really get judged the most unfairly out of all big tech.
They have a monopoly on mindshare.
 
Apple can’t be stopped . And the carriers are helping to with the $1,000 trade in credit
 
Apple can’t be stopped . And the carriers are helping to with the $1,000 trade in credit
$1000?? Since when?

I traded in my iPhone 8 Plus 256GB. They told me up front it was good for $700 trade in credit

Then they conveniently lost my phone in transit.

Never Again.

And I have read countless complaints about the 3rd party trade in company Apple uses and how they rip people off.

Quote one price and give an amount MUCH MUCH MUCH LESS. Even zero in some cases claiming it is broken.
 
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It’s more like 30% in total worldwide, but you’re absolutely correct. I’ve always found it unfair that Apple is clumped with the rest of big tech when it’s so different from them all. Usually big tech has a monopoly in something: Fecebook on social media, Google on smartphones/search/browsers, Amazon on online shopping, MSFT on laptops/desktops and enterprise solutions… Apple has a monopoly on nothing. Only 30% of people use iPhones, 15% use Macs, 10% use Safari, even on iPad they barely get above 50%. Apple isn’t a monopoly, they just make a lot of profit because they sell premium devices. They really get judged the most unfairly out of all big tech.

At best, one can argue that Apple has a monopoly on iOS, since they are the only company who makes and sells iOS devices. But it’s really no different from claiming that Nintendo or PlayStation have a monopoly on their respective consoles, and nobody is complaining that they sideload their steam library onto a PS5.

The EU bill is really a whole load of hogwash.
 
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Apple can’t be stopped . And the carriers are helping to with the $1,000 trade in credit
This is a large part of it.

Carriers are a massive gateway for Apple to leverage upgrades. Verizon just sent me a trade-in credit, not quite for a ~$1,000, but I believe it was like for $850 for my model. That’s totally tempting at this point in the year, but I’d rather wait til September.
 
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Samsung's YoY shipments were -4% yet their market share increased from 22% to 24%. This appears to be due to a steep drop in shipments from competing Android phones from Xiaomi, OPPO and others. This is not a healthy development for Android.

The fact that Apple's share is currently only 18% demonstrates there is still considerable room for Apple to continue to grow phone sales. What's unknown though is how much of that market is reachable at Apple's current MSRP's. For sure some of the 24% share Samsung owns is in play since several of Samsung's phones are quite pricey and up-market.

Going forward it'll be interesting to see if and how Apple decides to intensify their push at the lower end of the market to capture even more share. It'll be at lower hardware margins than they currently enjoy but if their service offerings continue to grow they can make up the difference in total platform revenue.

Whatever they decide it's clear Apple has plenty of runway left to grow sales. That's incredible considering how they posted $77B in revenue for the quarter.
Yet apple sepcifically stopped announcing total shipments for phones because they could not keep topping sales numnbers.

They are growing in yield for sure. But people are not upgrading as often. people are sticking with older phones more often especially as prices rice.

The only reason they grew is due to things like the SE, and min's and cheaper 13's and new converts to the iphone platform and or kids aging into their first iphone.
Those already on iphones are upgrading at slower rates. Where it used to be every year now people are doing it every 2-3 years.

Especially in 2021 where the cellular companies shifted to 3 year payment plans and dropped monthyl prices that year. Nearly all major carriers also did a free iphone 12 mini for a 2 year payment plan as well.

Idk if apple can keep up growth considering they already announced that future growth would be in services.

2021 had a lot of effects on the market. but as inflation increases and wages stagnate youll see people holding onto good phones for longer. Betwene the 12 and 13 there was not much difference.

But for those who were on the xs and 11 the 13 was a decent enough improvement.
 
Yet apple sepcifically stopped announcing total shipments for phones because they could not keep topping sales numnbers.

They are growing in yield for sure. But people are not upgrading as often. people are sticking with older phones more often especially as prices rice.

The only reason they grew is due to things like the SE, and min's and cheaper 13's and new converts to the iphone platform and or kids aging into their first iphone.
Those already on iphones are upgrading at slower rates. Where it used to be every year now people are doing it every 2-3 years.

Especially in 2021 where the cellular companies shifted to 3 year payment plans and dropped monthyl prices that year. Nearly all major carriers also did a free iphone 12 mini for a 2 year payment plan as well.

Idk if apple can keep up growth considering they already announced that future growth would be in services.

2021 had a lot of effects on the market. but as inflation increases and wages stagnate youll see people holding onto good phones for longer. Betwene the 12 and 13 there was not much difference.

But for those who were on the xs and 11 the 13 was a decent enough improvement.
I agree with your thoughts. I think another reason they stopped posting unit iPhone sales was for competitive reasons, to make it harder for competitors to see Apple's precise product revenue mix. Although that information can be pieced together somewhat from industry sources.
 
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Samsung's YoY shipments were -4% yet their market share increased from 22% to 24%. This appears to be due to a steep drop in shipments from competing Android phones from Xiaomi, OPPO and others. This is not a healthy development for Android.

The fact that Apple's share is currently only 18% demonstrates there is still considerable room for Apple to continue to grow phone sales. What's unknown though is how much of that market is reachable at Apple's current MSRP's. For sure some of the 24% share Samsung owns is in play since several of Samsung's phones are quite pricey and up-market.

Going forward it'll be interesting to see if and how Apple decides to intensify their push at the lower end of the market to capture even more share. It'll be at lower hardware margins than they currently enjoy but if their service offerings continue to grow they can make up the difference in total platform revenue.

Whatever they decide it's clear Apple has plenty of runway left to grow sales. That's incredible considering how they posted $77B in revenue for the quarter.
Samsung has such a large market share due to the breadth of their product range. They have phones from under $100 up to more than $1500. Majority of Samsung share are the phones in the $400 range and under. Believe it or not, Samsung $1000+ phones are not selling as much. This is why it’s more peculiar with Apple that their ASP is so much higher. Meaning people are more willing to spend more than $700 for an Apple branded phone than any other phone.

It shows the power of the Apple brand.
 
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No? My home and my car are the most important object :D
In many areas of the world where the the median wage is much lower and prices of housing and cars are way out of reach for most, a phone becomes the next “dream” important object of status symbol. It’s especially truer since the phone becomes everything (camera, music player, video player, internet device, eWallet, communication, etc) device.

For the general public, Apple is the brand they aspire to own, regardless of their income level. They might not be able to afford it today, but once they can, they will. Samsung has also reached this status in some level, although not as high as Apple.
 
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If we go into recession which I think we are in now People will be buying the cheaper Android Phones instead of the high end iPhones.

Same thing with Macs VS PC's. People will buy a Windows desktop or laptop over a Mac due to the very high price entry point of a Mac.

I wonder if people are buying windows computers due to familiarity with the machines they work with in the corporate space.
 


Apple was the only top smartphone maker that saw a year-over-year increase in shipments in the last quarter, while Samsung, Oppo, Xiaomi, and others saw steep declines in their respective mobile smartphones.

Apple-iPhone-13-Pro-color-lineup-2022.jpg

Apple yesterday announced record earnings for the March quarter, with more than $97 billion in revenue, beating expectations. Following the results, Strategy Analytics, Canalys, and IDC have shared their reports of smartphone shipments for the last quarter. They all differ in exact numbers and estimates, but across all three reports, Apple was the only maker to have experienced growth in the last quarter.

Canalys-q1-iphone-shipments.png

Per information by Canalys, Apple saw growth of 8% compared to the same quarter last year, now taking up 18% of the total market share. Apple still lags behind Samsung in its overall market share, but Samsung saw a decline of 4% in the last quarter. Strategy Analytics reports that other Android smartphone makers, such as Oppo and Vivo, saw 29% and 30% drops in their market share.

Apple in the last quarter said the iPhone grew over 5% year-over-year, accounting for $50.6 billion despite ongoing supply constraints. Apple CEO Tim Cook says that demand for the iPhone 13 lineup remains strong and expects demand to continue. Apple has been dealing with ongoing supply chain issues, caused by new COVID-19 restrictions and lockdowns in mainland China. Apple is expecting the supply chain issues to continue into the next quarter.

Article Link: Apple Was the Only Top Smartphone Vendor to Increase Shipments Year-Over-Year Last Quarter
wonderful information. apple iphone is really good
 
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