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yea, the anti-American sentiment has been growing rapidly since the trade war started. I'm sure it is damaging the sales numbers as well.
True. Trade wars are never good, overall. The arrest of Huawei’s CFO in Canada and the US extradition request has also exacerbated the situation.
 
The thing is: nobody can compete with local Chinese brands in China, if the government doesn't want you to successfully compete. It's not even about price - else Samsung wouldn't have bled that much money.

Chinese people really do what their government asks them to do.
If it says: "Don't buy American phones, buy local!" - that's what they'll do.

A few years ago, there was a campaign to stop people from buying expensive watches (in Switzerland mostly), because the government considered them too pretentious (and they were also used as bribes). As a result, sales here went down noticeably almost immediately.
(They were often bought here only to be resold back home for even more money, because of the prevalence of fakes in mainland China and the desire to get an "original" one...).
 
That’s akin to saying a sale for Toyota is a lost sale for BMW. Sure Toyota and BMW compete, but it’s not for the same target demographic, similar to Apple vs the local phone manufacturers.

Unfortunately Apple is not the only premium phone manufacture in China.
Huawei, ZTE makes premium phones as well.

And today the gap between an iPhone and a $200 android is not that big.
Would people still buy 450HP M3-s if a stock Corolla could do 400HP?
 
That is such a tired and pointless argument...when a budget or midrange phone is purchased, it’s a phone that is not sold by Apple. They compete! Apple is not making themselves somehow immune by charging a fortune for their products, self evidently, Apple’s number is shrinking in China

Hardly tired.

The only way the Android side can come up with a "win" against Apple is to look at overall market share and "pretend" that every cheap phone sold is somehow a lost sale for Apple.
 
With all these Chinese brands that make high end devices, and China being pretty nationalistic, and not really in friendly relationships with the USA this news doesn't surprise me. The four brands preceding Apple are in fact all Chinese, there is no Samsung or other foreign brand. With the growing hostility with the USA and how controlling, totalitarian and repressive the Chinese government is probably Chinese people may even not really feel comfortable buying an American brand that privileges privacy.
 
Unfortunately Apple is not the only premium phone manufacture in China.
Huawei, ZTE makes premium phones as well.

And today the gap between an iPhone and a $200 android is not that big.
Would people still buy 450HP M3-s if a stock Corolla could do 400HP?

Huawei and ZTE are NOT premium smartphone manufacturers. They are high-volume, low-price commodity phone manufacturers who ALSO happen to sell a few flagships.

Apple only sells flagships.
 
Unfortunately Apple is not the only premium phone manufacture in China.
Huawei, ZTE makes premium phones as well.

And today the gap between an iPhone and a $200 android is not that big.
Would people still buy 450HP M3-s if a stock Corolla could do 400HP?
If a stock corolla had the handling characteristics of an m3 and cost $23k bmw would go out of business, and that’s a big if. The gap between a $200 android and iPhone, is as big as the gap between a corolla and m3.
 
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So, iPhone sales in China dropped to 7% market share. Their installed base share is probably higher but must be going down too. At what point will WeChat decide to drop support for the platform? This would be the end for iPhone in China.
 
That is such a tired and pointless argument...when a budget or midrange phone is purchased, it’s a phone that is not sold by Apple. They compete! Apple is not making themselves somehow immune by charging a fortune for their products, self evidently, Apple’s number is shrinking in China

Apple chose to only sell expensive high–end devices, it's their strategy since forever. The position themselves at the top of the market and focus on profit and not market share. So it's true that cheap devices are not lost sales for Apple, they don't exist in that market. Who buys a low end or budget phone does it because they have a limited budget, they could not afford an iPhone. Nobody consider buying a $200 phone OR a $1000 iPhone.
 
If apple cared about privacy, why do they not encrypt user data before doing an iCloud backup? They do a server side encryption, not client side.

If it is encrypted on the server, it can be decrypted on the server.
[doublepost=1556649026][/doublepost]

Patriot act in USA means they can access all iCloud data.
How is that relevant? I didn’t imply that nothing nefarious can happen anywhere else. And it should be said that select iCloud data is accessible at this time, not all.
 
$750 buys you:

  • iPhone XR (single rear camera, 6.1" LCD), or
  • Mate 20 Pro (triple rear camera, 6.4" OLED), or
  • P30 Pro (triple rear camera + TOF, 6.5" OLED)

Chinese consumers would have to be crazy to buy the iPhone XR. And the sales data shows.

It's also the same reason Huawei is taking over western Europe.
 
Is that you, Donald?

Everybody is saying iPhones are posting big numbers. very big numbers. some may say they are the biggest numbers ever. Really if you look at those numbers, when you look at them, they are tremendous, one of the biggest we have ever seen, from the stand point of numbers!
 
Keep telling that to yourself. Independent tests show Android sends 10 times more data to 3rd parties & Google compared to iOS.
Keep telling that to yourself! I'm using a Note 9 right now and I can bet a million I have more control over my privacy than you. And this is coming from a guy that uses both iOS and Android so my opinion isn't coming from someone that only uses iOS and reads the news about Android.
Screenshot your privacy controls and I'll do mine and I bet mine are more extensive than yours. Mine are on a system level and per app basis.
 
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To me it looks like smartphone growth in China is saturated since 2014. Aapl investors shouldn’t be looking to make huge marketshare moves. Rather we should be looking at revenue generated from specific areas. My prediction, China will continue its economic slowdown and services will become the moneymakers instead of physical products.

I’m interested in if Aapl will say anything about News+ specifically like subscribers and revenue (even though it’s only a week out of its free status).

Instead of speculating, let's look at China fact. Notice China up 16% y/y? China had a bad Q1 in 2019, but it's not a trend yet. Let's wait until Apple reports this afternoon before we start the doom and gloom. If you read the chart posted in this thread, you would have thing China fell off in 2013 and never recovered.

View attachment 834588
 
Keep telling that to yourself! I'm using a Note 9 right now and I can bet a million I have more control over my privacy than you. And this is coming from a guy that uses both iOS and Android so my opinion isn't coming from someone that only uses iOS and reads the news about Android.
Screenshot your privacy controls and I'll do mine and I bet mine are more extensive than yours. Mine are on a system level and per app basis.
Privacy controls aren’t the same as platform-wide privacy. And there is zero privacy once you’re infected with malware.
 
To me it looks like smartphone growth in China is saturated since 2014. Aapl investors shouldn’t be looking to make huge marketshare moves. Rather we should be looking at revenue generated from specific areas. My prediction, China will continue its economic slowdown and services will become the moneymakers instead of physical products.

I’m interested in if Aapl will say anything about News+ specifically like subscribers and revenue (even though it’s only a week out of its free status).
Look at Apple's sales in China. Market share is not relevant for the Apple story...they don't compete for market share, particularly in China.
 
Keep telling that to yourself! I'm using a Note 9 right now and I can bet a million I have more control over my privacy than you. And this is coming from a guy that uses both iOS and Android so my opinion isn't coming from someone that only uses iOS and reads the news about Android.
Screenshot your privacy controls and I'll do mine and I bet mine are more extensive than yours. Mine are on a system level and per app basis.

As someone who not only owns devices from both camps, but also codes for both platforms, I find your claim laughable.
 
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If Apple continuous the same route since 2012 I can surely predict Europe will follow China soon. Chinese vendors are very aggressive expanding over here and their hardware is better for a fraction of the price, period.

Apple has been resting on its laurels for too long. It seems innovation at Apple is going at snail speed and their services are crippled outside the USA.

I’m not sure what’s being going on at Apple but one thing they’ve made clear to me these last years: they’re not eager to compete.
 
That’s akin to saying a sale for Toyota is a lost sale for BMW. Sure Toyota and BMW compete, but it’s not for the same target demographic, similar to Apple vs the local phone manufacturers.

Is Apple’s target market the “idiots” then. Those who want to pay more for less? I can promise you Toyota don’t care where their orders come from and BMW want to sell their car to the “Toyota” buyer. You see Toyota have a brand and models from Lexus to compete with BMW....but it’s all Toyota. Akin to Ford and Ferrari, yes, the latter being unattainable to many because the price is 10x for something very exotic. The iPhone is typically lower specified than the competition for much more money; it’s not the same, hence Apple continually lowering the their prices.
[doublepost=1556657782][/doublepost]
Hardly tired.

The only way the Android side can come up with a "win" against Apple is to look at overall market share and "pretend" that every cheap phone sold is somehow a lost sale for Apple.

Very tired....when the competition has grown their revenue by 30% year on year and Apple’s has dropped 20% in the same period.
[doublepost=1556657914][/doublepost]
Apple chose to only sell expensive high–end devices, it's their strategy since forever. The position themselves at the top of the market and focus on profit and not market share. So it's true that cheap devices are not lost sales for Apple, they don't exist in that market. Who buys a low end or budget phone does it because they have a limited budget, they could not afford an iPhone. Nobody consider buying a $200 phone OR a $1000 iPhone.

Apple used to sell high end, high priced phones and succeed. Today, compared to the competition they just sell high priced phones
 
Privacy controls aren’t the same as platform-wide privacy. And there is zero privacy once you’re infected with malware.
But where does most malware come from? Installing bad apps which I don't do, side loading apps from shady websites, which I don't do, malware injected into ads, I don't have ads anywhere on my phone, etc. I'm able to monitor all the traffic going in and out of my phone daily. Platform wide? I use Android right now, iOS when they do something exciting, and Windows on PC which I barely if ever use my laptop. So I'm not tied into any one platform. If I were to get hit by Malware, Spyware, or any hack of sort it would come thru my phone which I have security locked down.
Hopefully this is not turning into a back and forth. I just wanted the guy to back up his comment and show who had the better security.
 



Apple's iPhone sales in China were down 30 percent during the first quarter of 2019, according to new shipment estimates shared today by Canalys.

Apple shipped an estimated 6.5 million iPhones during the quarter, marking its worst decline in two years. It shipped fewer smartphones in the country than Chinese vendors Xiaomi, Vivo, Oppo, and Huawei, coming in as the number five brand in China.

appledeclinechina-800x450.jpg

Huawei, the top vendor in China during Q1 2019, shipped 29.9 million smartphones for 34 percent market share. Huawei saw impressive growth during the quarter, with smartphone sales up 41 percent. Other smartphone vendors in China also saw drops in smartphone sales, though not as dramatic as Apple's decline.

appleshipmentschina-800x450.jpg

Apple held just 7.4 percent market share in China during Q1 2019, down from 10.2 percent in the year-ago quarter. According to Canalys analyst Mo Jia, introducing features like 5G is "vital" to prevent iPhone demand in China from shrinking even further.Overall smartphone shipments in China fell to 88 million units, the market's worst performance since 2013 and a three percent drop from the year-ago quarter. Huawei managed significant growth in China through increased investments in brick and mortar stores, a wider offering of consumer IoT devices, and penetration of rural markets with low cost smartphones.

canalyssmartphoneshipmentschina-800x450.jpg

Apple is set to announce its earnings results for the second fiscal quarter of 2019 (first calendar quarter) this afternoon. Apple is expecting revenue between $55 billion and $59 billion, a decline from the $61.1 billion reported in 2018.

Apple is no longer disclosing iPhone, iPad, and Mac sales, which means there is no longer access to specific sales data to confirm analyst estimates.

Article Link: Apple's iPhone Sales in China Down an Estimated 30% in Q1 2019, Huawei Continues to Dominate
I guess Samsung posted their Chinese sales on the side of a milk carton. I realize that Apple is slowing down, but Samsung appears to be the big handset maker that's in the most trouble.
 
I guess Samsung posted their Chinese sales on the side of a milk carton. I realize that Apple is slowing down, but Samsung appears to be the big handset maker that's in the most trouble.

You are correct, Samsung has less than 1%
market share in China. They can’t do any worse.

Yes it looks like Samsung is in the most trouble.
The next two quarter will be very painful for them and their investors.
 
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