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Apple's Smartphone Growth Slows as Mobile Phone Market Accelerates in 2Q 2013

ghost187 said:
You know that Samsung sells refrigerators, vacuum cleaners, etc... right? And I highly doubt that "MOST" of those sales are coming from those high end devices you claim. Also, Galaxy SIII can be purchased from under $400 from most prepaid carriers while iPhone 4 (from 2010) still sells for $450!!! Also, Galaxy S3 made a major push with advertisement, and it was overhyped. The hype died down with the S4 as it's sales are tapering off.

Fortunes turn quickly in the smartphone market if you make risky moves and trade off tomorrow for today (look at HTC). Samsung diluted the S4 brand with all that S4 Camera, Mini, etc... People are buying these Android phones out of hype, and the hype will die down. Than they make the rational choice next time and buy an iPhone.

The greatest example of this is the "Netbook" era. It came and went. Same will happen with these oversized phones or "Phablets". In the end Apple will look down with a great big smile sitting on 100s of Billions of Dollars.
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The profit margin I said was specifically from there mobile division and the just spent 30 billion to on 14nm fan from that money they got to build there exynos evoled soc

Lol the msrp of the gs3 is still the same as it was when launched and please don't use subsidized pricing for your numbers.I suggest looking at best buy and Walmart and see how much an unlocked carrier free gs3 costs

You have no clue wtf your talking about as the gs4 this last quarter blew the doors off of any record Samsung ever had with the gs3. It out sold even apple with 26 million gs4s shipped/sold the gs4 sales are slowing down? Please stop spreader this crap.you are doing what analyst did with the iPhone and made its stock dive.

Ya the gs4 is not hitting its expected sales because some moron analyst said it will do 10 million a month and no freaking way could any cell do that.

Just to be clear here the gs4 is selling records sales for Samsung right now and is close to passing the gs3 sales.
 
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gnasher729 said:
You can visit their iPhone page at http://www.o2.co.uk/refresh/phones-on-o2-refresh#tabs

While a lot cheaper than US prices, their pricing strategy is weird. You'd expect that if you pay £100 more upfront, you pay £100 less over the next 24 months. But it's all over the place. You can save about £80 for some phones by paying the minimum amount upfront, and for other phones by paying the maximum upfront. There's even an iPhone 4 where you have the choice between paying nothing upfront and £10 per month, or paying nothing upfront and paying £15 per month.
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That's because they're two different contracts. The more expensive one would probably allow more data, texts and calls. ;)

How was that hard to understand? I'm sure they have different contracts for the same phone over in the US, right?
 
gnasher729 said:
Samsung fans seem to be happy about the obscene profits that Samsung is making. They seem to forget who is paying for these profits. Time to lower prices, Samsung.
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It's rather clear part of of Samsung's profit is due to lower prices and volume.

No need for them to lower any prices of offer cheaper models, are there?
 
RWinOR said:
My questions is simple of all the Smart Phone Brands and Models,

How many are still in service 6 months, 1 year or 2 years after initial activation?

How many are still being used by the original purchaser?

I know my daughter is in the Android Market, and she "needs" to upgrade/change to the latest phone and trade hers in about every 6-9 months. Sometimes it is broken and just needs replacing, sometimes she wants the newest features. Her Samsung Galaxy 4S lasted about 1 month before she dropped it and had to buy a new one. She accounts for two purchases but only one is still in service.

I am sure this happens on the Apple side as well although I do not personally know anyone that goes from model to model, most people I know skip a gen and upgrade every two years.
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This!

Maybe the problem is that Apple makes a product too well. People actually hold on to it because it is still usable after 2 to 3 years. My wife still has her iPhone 4 which still works great (and will be compatible with iOS 7) and I sold my old 4 for more than I paid for my 5. So someone else is using it and did not purchase one of those shipped phones. Maybe used sales are eating up too much of Apple's sales. They made the phone too well!

I don't know of any large market for used Galaxy phones. Let me know if I am wrong (I am sure someone will without me asking or even being wrong)
 
Rogifan said:
So even with a 22% decline for Apple and a 52% increase for Samsung, Apple still generated more operating profit. Of course these numbers also reflect no new mobile products from Apple in the quarter whereas the year ago quarter included the new retina iPad.
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What are you talking about? The figures compared to last year and is relative. Last year the same quarter S3 was released and apple had no new products. So Samsung still managed to outgrow apple in terms of volume and profit all being equal.

Edit: this year apple has the iPad mini.
 
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On the topic of shipped and sold.

Verizon may end up paying Apple since it hasn't sold enough iPhones.

Have Apple received any money for these iPhones? Do Verizon have them somewhere? Or are these commitments by Verizon, and if so does Apple count them as already being shipped or sold?
 
nutmac said:
While the numbers may very well be true, the number I am more interested in is the number of units sold, not shipped.
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When product is shipped Apple counts them as a sale. That is how they report them.
Form 10-K Annual Report Filed Oct 31, 2012 by Apple Inc.

Link: http://investor.apple.com/secfiling.cfm?filingID=1193125-12-444068
From page 26

Revenue Recognition
Net sales consist primarily of revenue from the sale of hardware, software, digital content and applications, peripherals, and service and support contracts. The Company recognizes revenue when persuasive evidence of an arrangement exists, delivery has occurred, the sales price is fixed or determinable, and collection is probable. Product is considered delivered to the customer once it has been shipped and title and risk of loss have been transferred. For most of the Company’s product sales, these criteria are met at the time the product is shipped. For online sales to individuals, for some sales to education customers in the U.S., and for certain other sales, the Company defers revenue until the customer receives the product because the Company retains a portion of the risk of loss on these sales during transit. The Company recognizes revenue from the sale of hardware products,
 
ihuman:D said:
That's because they're two different contracts. The more expensive one would probably allow more data, texts and calls. ;)

How was that hard to understand? I'm sure they have different contracts for the same phone over in the US, right?
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So you are calling me stupid, without even checking, right? You didn't check the page, did you? So calling me stupid makes you a right fool. :D

That's O2's new program where you pay separately for the phone, and for the data plan. They offer three different plans for different amounts of service. And separately from that, they offer you a choice to get the same iPhone 4 for £10 a month or for £15 a month.

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kdarling said:
"Obscene profits" as compared to what other company?
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LG, HTE, Nokia, ...
 
Impressive numbers from Apple.

I'm still impressed with the numbers Apple puts up. Two things to remember when Comparing Apple's iPhone numbers to Samsung's numbers.

1) Apple is not in every market/country as Samsung
2) In the Market/Countries that both Apple and Samsung do have a presence, In some cases, Apple has not signed on with every major carrier.

So if you want to make an apples to apples comparison between Apple and Samsung, a smartphone sales by carrier would be better.
 
NOS2U said:
I'm still impressed with the numbers Apple puts up. Two things to remember when Comparing Apple's iPhone numbers to Samsung's numbers.

1) Apple is not in every market/country as Samsung
2) In the Market/Countries that both Apple and Samsung do have a presence, In some cases, Apple has not signed on with every major carrier.

So if you want to make an apples to apples comparison between Apple and Samsung, a smartphone sales by carrier would be better.
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Apple's to Apple's comparisons will never happen. It's much easier to just say apple is failing because that gets hits on your website.
 
gnasher729 said:
So you are calling me stupid, without even checking, right? You didn't check the page, did you? So calling me stupid makes you a right fool. :D

That's O2's new program where you pay separately for the phone, and for the data plan. They offer three different plans for different amounts of service. And separately from that, they offer you a choice to get the same iPhone 4 for £10 a month or for £15 a month.

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LG, HTE, Nokia, ...
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Lol, I am a fool, they've updated their Bill Pay plans.
Vodafone IE's plans are unified, much less confusing IMO.
 
I see Google/ Motorola cutting further into apples sales. Especially when they undercut the entire market.
 
This is what happens when you refuse to make a bigger phone, I gave my iphone 5 to my wife and got the GS4, haven't looked back.
 
NIKKG said:
This is what happens when you refuse to make a bigger phone, I gave my iphone 5 to my wife and got the GS4, haven't looked back.
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Hmmm lg Motorola and htc all make bigger phones and they seem to be making no headway..seems your theory has huge holes in it.
 
pirg said:
Hmmm lg Motorola and htc all make bigger phones and they seem to be making no headway..seems your theory has huge holes in it.
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He posted no theory. And his comment could have been on the decline of growth for Apple not about Android. Of course, you'd have to ask him what he meant specificially.
 
ajcadoo said:
Impressive numbers from Samsung. iOS 7 is definitely make or break for Apple.
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Make or break? Get real.

IDC just made up some impressive numbers for Samsung. You do realize that IDC is one analyst firm and that the consensus of 38 analysts on Apple's unit sales was off by 20% just this week. Keep in mind that Apple gives those analysts actual quarterly numbers with which to verify the validity of external market indicators on Apple's unit sales.

Samsung has not provided actual quarterly unit sales numbers in quite some time. The likelihood that a single analyst like IDC (or even a handful of analysts who will attempt the same) is actually correct for the entire range of smartphone manufacturers is absurd. IDC can be off anywhere from 10% to 40% and we will never know.

The only thing that is for certain correct about IDC's numbers is that the whole of the market does indeed add up to 100%. Apple and Nokia are the only ones reporting actual numbers.

And the idea that iOS 7 is a "make or break" for Apple when they just sold 20% more iPhones than last quarter is absurd.

Incidentally, over two-thirds of Samsung's smartphone units are no-margin low-end smartphones that are sold in price sensitive regions. These smartphones carry zero brand loyalty and have zero user satisfaction ratings. Only about a third of Samsung sales are premium Galaxy phones.
 
gnasher729 said:
These Samsung numbers are a lot less impressive if you look properly.

The real market is the mobile phone market. The "smartphone" market was invented years ago to distinguish between high-end phones and cheap phones. But in the last years, cheaper and cheaper phones qualify as "smartphone", making the "smartphone" category quite meaningless.

Apple's share in the overall phone market has grown by one eighth. It is now 7.2%. The stated goal when the iPhone was introduced was to get a one percent market share; the change in marketshare in the last year alone was 0.8%. Apple actually had the second largest growth in the overall phone market, after LG only, and higher than Samsung.
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Samsung is doomed.
 
The iPhone is still too expensive (cost more than in the US and people earn less) in emerging markets like LATAM.
 
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skratch77 said:
You do know Samsung numbers are mostley from there top end phones right? Like the gs4,note 2 and gs3 sales or did you some how think Samsung's 23billion pure profit in the last 6 months is from 40 dollar phones?
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"mostly from top end phones"? That is a very wrong statement. Among the 70 million smart phones Samsung sold in 2Q 13', the top end phone made up less than 40% of them. Of course, that's not the case when you talk about the total profits generated by the top ends vs. the lower ends.
 
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