Those newly minted consider the best to be the Mate 20 RS for $1,899. Amazing how perspectives changes across the Pacific Ocean.
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Strategy Analytics: Apple Shipped an Estimated 2.5 Million Fewer iPhones in China in 2018 Than in 2017
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Those newly minted consider the best to be the Mate 20 RS for $1,899. Amazing how perspectives changes across the Pacific Ocean.
You call that meat?Didn't Cook have a meat-based adjective to compare these stories to…
What sense of US pride comes from buying Apple or Huawei since they're both made in the same country. It's not like Tesla that's engineered and made here in the US. What I do get as a US consumer buying from Huawei is quality, design and less greedy pricing. Don't mind paying a fair premium for domestic but Apple pricing is excessive greed along with lowering of quality and more restrictions.
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Which makes no sense if these people want to keep some semblance of privacy and not use a state sponsored company. Also, are we sure they're paying that type of MSRP or is that export price? The XS Max at 512 GB has to be cheaper than that.
Chinese consumers look at facts and that's one of the reasons why specs matter more to consumers there. A probe by the U.S. House Intelligence Committee showed no backdoors in Huawei devices. Nor has any evidence or actual cases been presented by any three letter agency. But hey, fear sells and Americans will buy it.
Chinese consumers pay $1,899 for a Mate 20 RS because it has what they want. Bigger display than iPhone. Better PPI, bigger battery, more cameras, more storage.
Just because there is no proof doesn't mean we should willingly trust them not to include something in the future. I don't stand on either aisle of the issue, but the blowback from such issues was clearly observed with Americans reeling over being spied in depth by their own government, which may or may not exceed what the MSS does to their citizens.
[doublepost=1548381806][/doublepost]For the record, I don't have an issue with Chinese phones provided units are 'clean.' I recently held the OP 6T and I thought it was a fine phone. Solid build quality, fairly snappy OS (Oxygen OS over Android), really nice phone. Size and ergonomics felt better than my Galaxy S.
I'm slightly hoping that Samsung makes a Galaxy S in the future utilizing Android One. If the phone sells, it sells.
[doublepost=1548381806][/doublepost]For the record, I don't have an issue with Chinese phones provided units are 'clean.' I recently held the OP 6T and I thought it was a fine phone. Solid build quality, fairly snappy OS (Oxygen OS over Android), really nice phone. Size and ergonomics felt better than my Galaxy S.
I'm slightly hoping that Samsung makes a Galaxy S in the future utilizing Android One. If the phone sells, it sells.
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What real difference? If Chinese government are implanting backdoor in Huawei devices there's nothing stopping them from doing the same to iPhones made in China. A lot of it is just blind paranoia.
i do wish that MacRumors, when it posts this kind of report, has the depth of knowledge to be able to include in its story some necessary info to correctly interpret the data it is reporting.
Huawei, Vivo, and Oppo include in their data what i call "supply chain channel fill".
In the event that retailers have taken too much stock, ALL Huawei, Vivo, and Oppo phones are either dramatically price reduced, or simply returned to the brand.
What this means in terms of the "phones shipped" (as the data is correctly labeled) is quite different from the supply chain practices that apple uses in China.
An apple phone "shipped" is much more highly likely to end up being an actually an "phone sold".
Apple controls its China domestic sell-in, supply chain, and pricing controls very well (as it does in all markets i am aware of).
Data showing somehow creditable info for Huawei, Vivo, and Oppo "phones-sold (sell-out, instead of sell-in to trade)", would be more revealing and very interesting data.
Huawei, Vivo, and Oppo include in their data what i call "supply chain channel fill".
In the event that retailers have taken too much stock, ALL Huawei, Vivo, and Oppo phones are either dramatically price reduced, or simply returned to the brand.
What this means in terms of the "phones shipped" (as the data is correctly labeled) is quite different from the supply chain practices that apple uses in China.
An apple phone "shipped" is much more highly likely to end up being an actually an "phone sold".
Apple controls its China domestic sell-in, supply chain, and pricing controls very well (as it does in all markets i am aware of).
Data showing somehow creditable info for Huawei, Vivo, and Oppo "phones-sold (sell-out, instead of sell-in to trade)", would be more revealing and very interesting data.
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If a device has a backdoor or was tampered with, logs would usually record what's going on. I can't speak for the iPhones in China, but you can monitor a lot of data with the right software on any device you connect to a home network. And believe it or not, people do teardowns of products for more than just YouTube views.
Backdoors and calling home were a reason one of China's largest state sponsored video camera businesses were effectively banned for purchase by the USG and home security companies stopped using their and their rebranded products.
True paranoia would be stating Apple is lying when it comes to privacy and hands over user data and only makes a fuss for PR reasons, and that their T2 and enclaves were designed by Apple and NSA engineers.
Apple uses the same strategy as other big manufacturers to fill the channel in China. This is reason why we knew about the distributor price cuts for iPhone XR in China a couple weeks ago. It doesn’t have the same control over the channel and carriers like it does in the U.S.
Perhaps you should familiarize yourself with knowledge first.
https://finance.yahoo.com/news/excl...xr-price-partner-sellers-china-142051277.html
You can’t expect something so subtle on this forum, even though you are 100% right. People here want to read headlines and most of them want to bash Apple after reading them, not fully understanding the story.
Apple just reported significant inventory drawdown, adding validity to your point.
I can’t verify it for the Chinese companies, but channel fill and inventory control are real factors. Apple has commented on them multiple times. It does impact phones shipped versus sold.
If he were right, Chinese consumers wouldn’t be able to buy an iPhone XS Max or XR for $150 less than retail price on Amazon.cn and other local e-commerce sites.
In China, Apple has little control over the channel and relies on distributors. As a result, prices vary and they face the same channel stuffing and return issues that other manufacturers face.
From my daily work as an AASP tech... people are holding onto their 6's, 6s' and 7's. Not because they don't like the new phones - they do. They think they're cool, and they would get them but one phrase keeps dominating the conversation:
"But my current phone works great for me."
Basically, iOS 12's speed increases (which are VERY real) and the battery program added 1-2 years to every one of these phones. Apple did 11 million batteries - 20% of those basically kept people on those phones. THere's your difference.
I'm not shocked in the tiniest bit, and I also am not worried. In a year or so, these people will want to upgrade.
if I'm Apple, I'm making sure my Xr follow up is absolutely no more expensive, but integrates whatever new tech you can afford to pull from the Xs series or you've come up with. Now you've inoculated people to the possible cost, and they've had time to adjust to the idea, plan around it, and that phone they love is cheap enough to justify.
The other thing I might consider is making the base phone 64gb - many people will be coming from 16 and 32gb phones, and that higher base storage might be a trigger for a lot of people, especially that "I have tons of photos, over 1000, I need more space!" people I run into daily.
"But my current phone works great for me."
Basically, iOS 12's speed increases (which are VERY real) and the battery program added 1-2 years to every one of these phones. Apple did 11 million batteries - 20% of those basically kept people on those phones. THere's your difference.
I'm not shocked in the tiniest bit, and I also am not worried. In a year or so, these people will want to upgrade.
if I'm Apple, I'm making sure my Xr follow up is absolutely no more expensive, but integrates whatever new tech you can afford to pull from the Xs series or you've come up with. Now you've inoculated people to the possible cost, and they've had time to adjust to the idea, plan around it, and that phone they love is cheap enough to justify.
The other thing I might consider is making the base phone 64gb - many people will be coming from 16 and 32gb phones, and that higher base storage might be a trigger for a lot of people, especially that "I have tons of photos, over 1000, I need more space!" people I run into daily.
A serious question, as you appear well-tuned to the China phone market:
- What makes Huawei (about) twice more popular than Xiaomi?
- Could your rate, in your own view, the relative merits of the top four brands listed (Huawei, OPPO, Vivo, Xiaomi)?
Just curious.
Imagine if Motorola, Cisco, and Qualcomm merged to form one entity. That's similar to Huawei. They have excellent brand awareness and product recognition as a result of their history, diverse areas of R&D, and global business. In terms of technology, Huawei builds their own processor, baseband, WiFi, and power management chips. Only Apple and Huawei are shipping 7nm products. Huawei has about 10 retail stores per city with excellent offline presence.
Imagine if Logitech developed smartphones, personal electronics, and sold only online. That's Xiaomi. It's a brand recognized by younger customers but not mainstream customers. Xiaomi was a hot brand 5 years ago, but Huawei's resources and focus on smartphone R&D made them leap ahead. Xiaomi sold only online so that limited them to certain groups with a high geek factor.
Oppo and Vivo both focused their efforts on offline sales in middle-class cities in China. Hundreds of millions of middle class consumers bought Oppo and Vivo. That generated revenue to invest in R&D. Consequently, Oppo and Vivo were able to leap ahead of Xiaomi and showcase premium phones like Find X and Apex.
The typical rich millennial wants a Huawei phone, period. It's a premium phone with 3 Leica lenses, a large phablet display, and has the latest technologies like Face ID. The hardware features and specs are objectively better than iPhone. Apple is seen as a "not invented here" brand that offers no real advantages. And to boot, there's a trade war going on.
This is Apple's latest thing, in order to keep growing they need China.
If Steve Jobs was still around we wouldn't even be talking about China and how Apple can keep growing by overcoming that market.
We would be talking about NEW PRODUCTS!!!
But Timmey is NOT Steve Jobs.
Jobs was all about quality and innovation.
Timmey is all about the dollar. And that's all...
If Steve Jobs was still around we wouldn't even be talking about China and how Apple can keep growing by overcoming that market.
We would be talking about NEW PRODUCTS!!!
But Timmey is NOT Steve Jobs.
Jobs was all about quality and innovation.
Timmey is all about the dollar. And that's all...
The two year purchasing cycle applies to average consumer (if at all) not to overall trend. The drop in iPhone sales last quarter has nothing to do with it. It's something else entirely (prices, lack of innovation, competitors getting better etc.)