China iPhone Sales Likely to Continue Losing Ground to Huawei in 2024

[Ctrlos]

Of course it matters. Did you read what led up to what you quoted? The original author was implying apple had sold out and was being run by the Chinese and hence was a 'Chinese company.' I asked for proof of this.

Not sure what you are trying to suggest in calling Apple a 'Terran company.' Yes it has sales world wide. Yes it has to comply with regulations outside of the U.S., but no, it doesn't comply with any 'Terran' regulations. It complies with regulations of individual countries (and the EU). That makes it multi-national. That is relevant but doesn't make it 'Terran.' First and foremost, Apple IS a company headquartered in the US with products designed first for the US market. All the products are released in the US first. Not meaning to minimize the rest of the world, but you are wrong to say they are as much Chinese, Indian, European as American just because they sell products to those places.

Apple are a Terran company, as in they operate their entire chain over the entirety of Terra aka Earth.

A design might be sketched in Ireland. It will then be uploaded to iCloud where it will be iterated on by the R&D team in California. They might need to test pieces of tech without the press getting wind so fit the sensors to the roofs of cars instead of handsets. New chips are designed by the internal team. These are then sent away to have the designs made for laser manufacture. The only company in the whole world that manufactures these lasers is Trumpf, a danish/german entity.

The chip designs are then sent to TSMC in Taiwan, the only company on the planet that can manufacture nanometer-level chips. This is a global chokepoint. Semiconductor prices shot up in 2020 because TSMC closed down due to Covid and they stopped manufacture. Its also why the USA is very bullish in protecting Taiwan from chinese invasion: every US industry that uses advanced chipsets (pretty much all of them) would be vulnerable to disruption. Silicon Valley leans on Washington who then weaponise the supply chain. Nvidia for example have been banned from importing high-end GPU's into China to keep them a generation behind in AI development.

These chips are then shipped off to allies such as Qualcomm in China or India for assembly with the rest of the device. The screens are manufactured in Japan for example by Corning. The finished products are then shipped back to the USA and other countries for sale. Every part of Apple's supply chain is another point on the globe. Whilst they are not all owned by Apple, they are a neccessity in doing business across the planet.

The phone in your pocket is not like the Pizza you order from down the road; it is the result of a complex global web of supply chains, commodity movement and geopolitics.

 

[G5isAlive]

Apple are a Terran company, as in they operate their entire chain over the entirety of Terra aka Earth.

A design might be sketched in Ireland. It will then be uploaded to iCloud where it will be iterated on by the R&D team in California. They might need to test pieces of tech without the press getting wind so fit the sensors to the roofs of cars instead of handsets. New chips are designed by the internal team. These are then sent away to have the designs made for laser manufacture. The only company in the whole world that manufactures these lasers is Trumpf, a danish/german entity.

The chip designs are then sent to TSMC in Taiwan, the only company on the planet that can manufacture nanometer-level chips. This is a global chokepoint. Semiconductor prices shot up in 2020 because TSMC closed down due to Covid and they stopped manufacture. Its also why the USA is very bullish in protecting Taiwan from chinese invasion: every US industry that uses advanced chipsets (pretty much all of them) would be vulnerable to disruption. Silicon Valley leans on Washington who then weaponise the supply chain. Nvidia for example have been banned from importing high-end GPU's into China to keep them a generation behind in AI development.

These chips are then shipped off to allies such as Qualcomm in China or India for assembly with the rest of the device. The screens are manufactured in Japan for example by Corning. The finished products are then shipped back to the USA and other countries for sale. Every part of Apple's supply chain is another point on the globe. Whilst they are not all owned by Apple, they are a neccessity in doing business across the planet.

The phone in your pocket is not like the Pizza you order from down the road; it is the result of a complex global web of supply chains, commodity movement and geopolitics.

So why aren’t products released in Taiwan first? Or china? Or India for that matter? Or where you live? Why does this Terran company consistently chose the U.S. to first release its products? Because the US has the best warehouses? Btw where did this Terran company start? Where does it list its HQ? Where is it incorporated? Supply chain does not dictate these things. But whatever, it’s a moot point what you and I think, it matters what the governments think. And they think it’s a US company for whatever that’s worth. What it’s worth to me is because I live here I can order many products first, and apparently you need to get on a Terran plane to do that. I also accept that if I want good beer I go to Germany, the best champagne is in France, by definition lol, and all these other local Terran companies.

 

[Ctrlos]

So why aren’t products released in Taiwan first? Or china? Or India for that matter? Or where you live? Why does this Terran company consistently chose the U.S. to first release its products? Because the US has the best warehouses? Btw where did this Terran company start? Where does it list its HQ? Where is it incorporated? Supply chain does not dictate these things. But whatever, it’s a moot point what you and I think, it matters what the governments think. And they think it’s a US company for whatever that’s worth. What it’s worth to me is because I live here I can order many products first, and apparently you need to get on a Terran plane to do that. I also accept that if I want good beer I go to Germany, the best champagne is in France, by definition lol, and all these other local Terran companies.

Apple only launches in the US first because it is its local principality in the same way that if I were to make a range of tasty jams to sell at my local street market I would get my household to sample them first. Sony launches things in Japan first but its domestic market is still the whole planet.

 

[G5isAlive]

Apple only launches in the US first because it is its local principality in the same way that if I were to make a range of tasty jams to sell at my local street market I would get my household to sample them first. Sony launches things in Japan first but its domestic market is still the whole planet.

So it’s a US company?

 

[Ctrlos]

So it’s a US company?

No, its a global company that does business around the globe which is where its customers all are. There are 1.4bn iPhone users worldwide, of which around 10% are in the USA. Thats a large concentration so it makes sense to launch their first but the rollout continues worldwide.

Look at it another way: Apple Pay was a defining feature of the iPhone 6. It was adopted almost overnight at every major european retailer. Its still not widespread enough around the USA.

 

[G5isAlive]

No, its a global company that does business around the globe which is where its customers all are. There are 1.4bn iPhone users worldwide, of which around 10% are in the USA. Thats a large concentration so it makes sense to launch their first but the rollout continues worldwide.

Look at it another way: Apple Pay was a defining feature of the iPhone 6. It was adopted almost overnight at every major european retailer. Its still not widespread enough around the USA.

Apparently ALL of its customers for the AVP are in the US. Does that mean the global company believes Europe is not interested in the future? Anyway we are going in circles now and as I said before it doesn’t matter how you and I define it. It matters how the governments define it. And I suppose Apple.

It’s a pity Chinese customers are turning their backs on this Chinese company.

 

[darngooddesign]

Apple are a Terran company, as in they operate their entire chain over the entirety of Terra aka Earth.

A design might be sketched in Ireland. It will then be uploaded to iCloud where it will be iterated on by the R&D team in California. They might need to test pieces of tech without the press getting wind so fit the sensors to the roofs of cars instead of handsets. New chips are designed by the internal team. These are then sent away to have the designs made for laser manufacture. The only company in the whole world that manufactures these lasers is Trumpf, a danish/german entity.

The chip designs are then sent to TSMC in Taiwan, the only company on the planet that can manufacture nanometer-level chips. This is a global chokepoint. Semiconductor prices shot up in 2020 because TSMC closed down due to Covid and they stopped manufacture. Its also why the USA is very bullish in protecting Taiwan from chinese invasion: every US industry that uses advanced chipsets (pretty much all of them) would be vulnerable to disruption. Silicon Valley leans on Washington who then weaponise the supply chain. Nvidia for example have been banned from importing high-end GPU's into China to keep them a generation behind in AI development.

These chips are then shipped off to allies such as Qualcomm in China or India for assembly with the rest of the device. The screens are manufactured in Japan for example by Corning. The finished products are then shipped back to the USA and other countries for sale. Every part of Apple's supply chain is another point on the globe. Whilst they are not all owned by Apple, they are a neccessity in doing business across the planet.

The phone in your pocket is not like the Pizza you order from down the road; it is the result of a complex global web of supply chains, commodity movement and geopolitics.

Nope. they are an American company.

 

[Ctrlos]

Nope. they are an American company.

“As a global technology company, Apple is committed to complying with all applicable trade regulations in all countries in which we operate, including, but not limited to, all export and sanctions regulations.”

Legal - Global Trade Compliance - Apple

www.apple.com

I mean don’t take my word for it….

 

[darngooddesign]

“As a global technology company, Apple is committed to complying with all applicable trade regulations in all countries in which we operate, including, but not limited to, all export and sanctions regulations.”

Legal - Global Trade Compliance - Apple

www.apple.com

I mean don’t take my word for it….

Apple controls its wikipedia page. "American"




From Apple's NASDAQ page "California based"

 

[just1ed]

The 'patriotic fervor' line is pretty weak. It's about as weak of a take as the 'Apple is a Chinese company' line. They're both kind of dumb takes on what is really going on. Chinese people don't care for Chinese made products any more than Americans care about American made products. They prize foreign, particularly European, products much more highly, but Apple is seen as a luxury product in China.

Apple's sales are slowing because they've priced themselves out of the market. The Chinese economy is slowing - they're headed for their own real estate bubble burst - like the US had in 2008. People are tightening their belts and Apple is selling mid-tier hardware at premium prices. Their phones are more expensive and less impressive than they've ever been. Ordinary people in China are tightening their belts too and just can't afford Apple products anymore.

Huawei have got a good product offering for a much lower price, and they have the ability to get the phones into the hands of Chinese celebrities to promote it much more easily, plus Harmony OS doesn't have the same security restrictions as iOS, so they can pre-load and better integrate a lot of the apps that are popular in China.

The Chinese govt banning iPhones from govt agencies and companies is more to do with Apple helping TSMC move manufacturing out of Taiwan, and to expand product assembly to other countries like India. It's not because the Chinese are being patriotic, the Chinese government are punishing Apple, the same way they tried to punish Australia by banning coal and barley. In China, business is politics.

The only thing iPhone is superior is the iOS integration with the hardware and the Mac ecosystem and the security. It’s harder for spyware to load in iOS than Android. Other than that, iPhones are way too pricey and have poorer product offerings and features than Huawei.

 

[Ctrlos]

Apple controls its wikipedia page. "American"

View attachment 2334625


From Apple's NASDAQ page "California based"
View attachment 2334629

American only in a sense of postal address and origin, multinational in a sense of actual business.

 

[darngooddesign]

American only in a sense of postal address and origin, multinational in a sense of actual business.

So... American.

I travel internationally a lot but I'm still American.

 

[Ctrlos]

So... American.

I travel internationally a lot but I'm still American.

Like me you’re a multinational business person who lives in America.

 

[darngooddesign]

Like me you’re a multinational business person who lives in America.

That’s not what my passport says.

 

[Ctrlos]

That’s not what my passport says.

American passports list occupations now?

 

[darngooddesign]

American passports list occupations now?

LOL