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Maybe the Beatles illustrated this well in just 2 lines:
  • Paul: "...it's getting better all the time"
  • John "Can't get no worse"
The overall point was that we can project or see whatever we want to see as blame or credit for bad or good news... and easily find supporting evidence for whatever we want to believe. The actual cause of <subject> is almost never a simple as any one or two word tag.

You are quoting a song to make your point on geopolitics? Sorry, you said the politics never change. thats what you said. You would be the only person in the world saying that. Well, except for this protected tribe off the coast of Africa that kills anyone that visits. They think the world isn't changing.

What you are describing here is 'rationalization.' Some things are very black and white. The politics between China and the US are getting more strained, China is getting more aggressive. And one day when you can't upgrade your device or get more ram chips because China invaded Taiwan you will have a hard time supporting things dont change.
 
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Amazing how many people count themselves as experts on the state of business and what it means, but who are reflexively basing their comments on one quarter of results. Confirmation bias at its best.

And btw, when the iPhone/Smartphone market was new, it was thrilling to see every new change, update, etc. But this market has matured. I've always been amused by Samsung, et al, who throw every new fangled idea on their phones year after year to see what sticks. I've no interest in chasing such silly add ons each year. Now I value stability and reliability.
 
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None of the sales either way can be verified. China has a massive gray market and no audits are ever conducted. Huawei, Samsung, Apple or whatever. Nobody knows true sales figures from any Chinese company especially. It’s like their ghost cities. Nobody knows why or who bought what. It’s just as hard to know sales in India etc.

If stories like this are coming from finance bros and hedge funds it’s always market manipulation.
 
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It hasn’t helped him at all recently. It seems a decision’s been made at the highest levels of the CCP that they don’t want foreign phones to sell well in country for nationalistic and also security reasons. Time for Tim Cook to push Apple to compete better, yes, but also to look for new markets….
Agree, my post was meant ironically. :)
 
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The 'innovative' addition of an action button this year won't change the trajectory.

Wait... if they hardwire the action button to open WeChat, it'll be a smash hit.
 
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Tim Cook at shareholders meeting:
1713880535899.jpeg
 
Iphones are obsolete somehow after soon as one year and can’t run newest apps and iOS features. Not acceptable for a flagship model and the high price. It should be able to run all apps and get all iOS features for at least 3 years.
 
Having worked corporate sales for a decade I laugh at all these sales stats. Corporations don’t count how many actual people bought the phone but how many were sold to a retailer/reseller. Probably warehouses full of Huawei phones that they talked some retailer into purchasing large quantities of. It’s only impressive if a company can hold growth for at least 2 consecutive years.
 
You are quoting a song to make your point on geopolitics? Sorry, you said the politics never change. thats what you said. You would be the only person in the world saying that. Well, except for this protected tribe off the coast of Africa that kills anyone that visits. They think the world isn't changing.

What you are describing here is 'rationalization.' Some things are very black and white. The politics between China and the US are getting more strained, China is getting more aggressive. And one day when you can't upgrade your device or get more ram chips because China invaded Taiwan you will have a hard time supporting things dont change.

You're putting words in my mouth. I didn't say politics never change. You are confusing what I did say. OP wrote (and this is a quote)...

The second is the difficult political situation with the US.

...to which I commented (also a quote of exactly what I replied)...

probably never changes, so if that's actually a cause, this problem is probably forever.

That doesn't say anything about politics never changing. It does have me agreeing with OP that the "difficult political situation" between China & U.S. is probably always "difficult"... as it seems to have always been throughout my lifetime. Sometimes those relations seem better and sometimes worse... but "difficult" can always be a tag applied by someone. The weakest word in my quote is the use of "never" because that's a very long time... but I put some pinch on the boundless timetable of that with the word probably right in front it.

As to your second paragraph: the solution to that issue as it relates to our concerns as Apple customers is for Apple to diversify production of products like phones so that there is no total dependency on China at all. Then relations or politics could max out to the worst case and interested buyers could still buy phones. I have read many such stories over the last few years about various production moving to countries outside of China, so it appears Apple is on this to at least some degree.

If one day, we can't upgrade our phone, that will not be a bad day for us consumers (we can always keep using the phone we already have) but for Apple Inc. And if they maintain dependencies such that there would be such a complete cutoff scenario like that... that would persist for a long time while they have to build up new supply chains from non-China sources, that would be poor strategic planning on their part for not "what if"ing such a scenario in advance so they can quickly adapt and keep their cash registers ringing.

We just went through a thoroughly unexpected event- Covid- which came with shutting down supply lines around the world. Nobody could easily see that coming anywhere near as obviously as a scenario like this. And yet, Apple stuff kept right on being sold... kept right on being available. They seem to have found backup options to getting the supplies of whatever they needed to keep sales rolling throughout the entire period. I don't recall even ONE story where Apple ran out of about anything of consequence during the entire period for any meaningful amount of time.

Certainly a company agile enough to rapidly adapt against a completely unforeseen scenario like Covid must have some plan should China put a full pinch on making phones there. Unlike Covid, such an event would not be quite as "from nowhere" surprising... and yet Apple had little apparent trouble in the total surprise scenario that was Covid.

As a consumer, I would not sweat this at all. Worst possible case for us is continuing to use the tech we already possess while Apple finds other places to make new replacements. Many of us opt for "one more year" with a device we already have without any such geopolitical catalyst. For shareholders, Apple Inc should have strategic contingencies for all business-interrupting events of consequence they can foresee... of which this certainly seems like one of them. And if this was 10 years ago, or 10 years from now, I'd suggest the same. Make those 10s into 50s and I'd suggest the same too.
 
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Let's see what iPhone sales are like over the next 3 to 6 months now that Huawei has launched the Pura 70



 
Amazing how many people count themselves as experts on the state of business and what it means, but who are reflexively basing their comments on one quarter of results. Confirmation bias at its best.

And btw, when the iPhone/Smartphone market was new, it was thrilling to see every new change, update, etc. But this market has matured. I've always been amused by Samsung, et al, who throw every new fangled idea on their phones year after year to see what sticks. I've no interest in chasing such silly add ons each year. Now I value stability and reliability.
& that’s what Apple counts on
Where as people of china are making a clear choice about what mobile they want with new features
 
whats chinas percentage of apples total revenue?
About 19-20%. Not small.

 
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This is great news. Competition is good for everyone, including those in the U.S. and Europe. Apple will have to offer better features and specs at the "lower" tiers to complete.
 
Samsung is also filled with bloatware and duplicate apps. Onedrive etc. is preinstalled so you have to disable that and more junk apps gets installed from the Samsung app store automagically so you have to uninstall those. Also Samsung's own apps like Bixby, keyboard, browser, Samsung Pay, Samsung store etc are essentially bloatware. Then to update Google Play services you need to update the Play store and most likely you'll have to reboot. Then there's the software updates forcing another reboot. App updates will come from either the Samsung or Google Play store. Software updates are dependent on the carrier and you'll most likely have to change the phone's software region to get timely updates. The phones come with 3 cameras with only 2 being useful and actually okay. Processor is slower and not as efficient so they need to add a bigger battery that takes longer to charge. Esim is a hit or miss and no wireless charging.
People must like phones that are bad, that is why Samsung is the leading smartphone maker. Whoever knew!
 
128GB storage, 60Hz display, ~3400mAh battery capacity still in 2024, ridiculous software limitations (e.g., Battery Health revamp only for iPhone 15) you can squeeze costumers for 3-4 years but then they eventually start questioning these specs, people are not stupid.

In countries outside of the US and UK. Honestly I think Apple could actually release a phone with hidden lower specs but new design and people would buy it in the millions, especially those from low socio-economic classes.
 
Obviously. They are dropping everywhere. Stale design, nothing very innovative, competition has closed the gap. What Apple needs to do is push out ahead with a competition beating device, stop being so stingy with ram (minimum of 12GB, 16GB with pros), a “pro” version of iOS that competes with the flexibility of Android. Right now I have zero reason to upgrade from my 3 year old iPhone 13 to a 16 in the fall. That’s not good for sales.
 
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