Huawei Targets 200 Million Phone Sales Globally in 2018, Closing in on Apple

[fermat-au]

Not sure I see the logic. The market is finite. If Apple sells 400M and Huawei sell none, you telling me that's not good or bad? The market has ways of making expensive goods seem cheap.

If Apple sells 400M and Huawei sell none would good for Apple and terrible for Huawei. This story is about Huawei selling more than 200M phones per year, the number Apple sells per year.

Scenario A: Apple sells 200M, Huawei sell 50M
Scenario B: Apple sells 210M, Huawei sell 250M

B is better for Huawei than A. B is just a little better than A for Apple despite the fact Apple moves from #2 to #3.
The market is finite, but they grow over time. Also markets are made of many sub-markets, most of the 200M extra phones sold by Huewei in Scenario B would be to people who would never buy an iPhone due to the high price of iPhones. The fact these people now own a smart phone rather than a dump phone or no phone, doesn't hurt Apple.

 

[H2SO4]

If Apple sells 400M and Huawei sell none would good for Apple and terrible for Huawei. This story is about Huawei selling more than 200M phones per year, the number Apple sells per year.

Scenario A: Apple sells 200M, Huawei sell 50M
Scenario B: Apple sells 210M, Huawei sell 250M

B is better for Huawei than A. B is just a little better than A for Apple despite the fact Apple moves from #2 to #3.
The market is finite, but they grow over time. Also markets are made of many sub-markets, most of the 200M extra phones sold by Huewei in Scenario B would be to people who would never buy an iPhone due to the high price of iPhones. The fact these people now own a smart phone rather than a dump phone or no phone, doesn't hurt Apple.

We'll have to agree to disagree, I can't see how you don't see that a lost sale is not a good thing for Apple regardless of where it goes even if that's not at all.
To add to that, whether it hurts them or not is subjective, neither you nor I know what they consider hurting their numbers and whether the market grows, shrinks or remains as is, it is still finite.

 

[ksec]

We'll have to agree to disagree, I can't see how you don't see that a lost sale is not a good thing for Apple regardless of where it goes even if that's not at all.
To add to that, whether it hurts them or not is subjective, neither you nor I know what they consider hurting their numbers and whether the market grows, shrinks or remains as is, it is still finite.

What is a lost sale? And lost to who?

1.3 Billion Smartphone Unit in 2017, Huawei is basically getting some (brand) market share from other Android maker, which is roughly 1.1B per year.

A lost sale of Huawei to any other android maker does make much of a difference to apple.

 

[AmazingRobie]

The fact these companies sell more than Apple doesn't really have any impact on Apple.

...yet.

There, fixed.

 

[FFR]

What is a lost sale? And lost to who?

1.3 Billion Smartphone Unit in 2017, Huawei is basically getting some (brand) market share from other Android maker, which is roughly 1.1B per year.

A lost sale of Huawei to any other android maker does make much of a difference to apple.

Your right iPhone users aren’t switching to Huawei , it’s mostly lg, HTC , Samsung, and some pixel customers.

 

[Michael Scrip]

Guys... I'm sure Apple would love to get EVERY smartphone sale on Earth. What company wouldn't?

But it's simply impossible for Apple to get every phone sale on Earth.

Apple is in a unique position. They only sell rather expensive phones with their own OS.

It's like the computer market. There's everyone else selling tons of (sometimes cheap) Windows machines... and then there's Apple selling (relatively expensive) Macintosh computers with their own OS.

Sure... you could say every Huawei sale is a sale that Apple lost. But you gotta consider what that sale actually was.

If someone buys a $100 Huawei phone... they weren't gonna buy a $400-$1,000 Apple phone anyway. So did Apple really "lose" that sale?

I don't think so.

The real comparison is $100 Huawei phones taking sales away from other $100 phones from other manufacturers. Let's at least get on the same playing field.

Look... I'm quite certain Huawei will sell 200 million units a year someday and that number will be higher than Apple.

But those 200 million units are in a totally different price-category than what Apple sells. So I'm not seeing the concern here.