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Supply Chain Indicators Point to Poor February for Apple

Now for something completely different...

Apple got a lot of critique for the Maps application. Including from myself.

Turns out that all the things that I complained about have been fixed. Huge areas in the UK with awful satellite images seem to have been all fixed. Large parts of South Germany that were equally awful are now just fine.

Google has been losing an estimated billion dollars per year because Apple switched to their own maps and isn't paying Google anymore. There is also loss of advertisement money. On the other hand, Google still pays Apple handsomely for having Google as the default search engine. So the iPhone and iPad cause money to move from Google to Apple.
 
What a load of melodrama!

Honestly, why do you want to kick a successful company off its pedestal?

Were you all bemoaning the lack of innovation between 2001(iPod) and 2007 (iPhone)?

How about waiting to see what Apple come out with over the course of the year? You haven't got a clue what they have in the works anymore than I have.

Samsung and Apple can coexist and both be successful. Remember back in 1997 when Jobs said that for Apple to be successful, Microsoft didn't have to lose?

This kind of binary, reactionary and short term thinking is what ruins companies on the stock market. Just enjoy your products and leave it to time to show what happens.
 
charlituna said:
Samsung announces sales into the channel, not to customers. So no one really knows the share breakdown.
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Oletros said:
Exactly the same as Apple does.
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OSUGuy said:
Wrong. Apple doesn't not count a sale until it reaches the customers hand.
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Oletros said:
Wrong, Apple count carrier deliveries as sold. And they have shown that in the quarterly reports when they have adjusted the numbers from one quarter to the other
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For the record, Samsung doesn't report anything regarding smartphone unit sales in its quarterly financials. What we see are shipment estimates by analysts for the most part.

Apple reports actual shipments in addition to channel inventory, so their sales numbers are basically transparent.

Based on the praise Cook has received as a supply chain guru, I'd be willing to bet that there are a lot more Android phones stuffed into the channel and eventually disposed of than iPhones.

wovel said:
Apple also reports channel starting and ending inventory....
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Yep.

mdelvecchio said:
Incorrect. apple sales are true sales, as in, to paying consumers.
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Nope.
 
spiderman0616 said:
Wall Street has decided they're done with Apple and are now doing whatever they can to tear it all the way down to the ground. Good reason to just stop listening to them unless you own the stock, which I don't.
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You're being naive if you think there aren't parties out there who try and do anything they can to inflate APPL stock.
 
kobalap said:
Amen.

I have no idea what "revolutionary" or "innovative" products samsung is releasing. Do they make a good phone that many people like better than the iPhone? Perhaps. Are their phones revolutionary or innovative compared to even the original iPhone (never mind the the latest iPhone)? Um, no.

Revolutionary is when the first iMac came out. An all in one computer that a 12 year old can set up in 1/4 of the time it takes a college grad to set up the garden variety wintel beige boxes. Now look. Every manufacturer has an all in one.

Revolutionary is when the whole iPod/iTunes paradigm came into being. Now look. Does anyone buy CDs anymore?

Revolutionary is when the original iPhone came out. Back then, people were making do with Palm Treos, Nokia E62s and Moto Qs. Now look. Every "smart" phone in the market has a touch interface and has done away with keyboards that eat up half of the phone. Each smart phone can now be used to email, to view the interwebs, to listent to music, to watch movies.

Revolutionary is when the iPad came out. And by the way, I remember many of these naysayers talking about what Apple needed was a sub-$500 netbook instead of this tablet that was named after a women's hygiene product. How is that netbook market doing these days anyway?

I am curious to see what revolutionary thing Samsung has done in the past 10-15 years that has had as much impact on consumer electronics as what Apple has done.
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+1

Honestly, it's these investors and analysts that are bringing the company down. As a consumer, I don't care, but the media has made such a major deal about it that even the consumers are starting to listen. We got technical analyst preaching to us on how to run Apple 24/7 on CNBC, Bloomberg TV, etc...
 
Apple have been selling millions of expensive iPads, iPhones and Macs in what has been described as the worst global downturn since the great depression by some.

Apple seemed to defy gravity. The idea that they could continue some insane growth rates forever and ever was ridiculous.

The iPad is still the only tablet worth the money unless you just want yet-another-thing-to-surf-on. The iPhone 5 has more competition than ever but is still a good seller. The iPod's the only mp3 player that matters. Once it was rare to see an Apple laptop in the wild now it seems every other laptop's a MacBook.

If Apple need a cash boost, release the new flipping MacPro as there's two to three years of pent-up demand and give the Apple TV an app store and watch sales take off.
 
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if Apple revises the ipad making it thinner, lighter, faster people say its the same thing just lighter, thinner and faster, nothing new. boring

is Samsung revise their phone 4.0 inch to 4.3 inch people say 'Samsung is innovating crazily'

iPadmini, its the same ipad just smaller..and lighter.

Samsung Note 8, Samsung is going to kill Apple with its innovation after innovation.

funny, sad but very true.

Last Apple quarter was suppose to be very bad, but they manage to sell more iphones, more ipads, even more ipods !

Apple is doomed, iguess as several times before...
 
impatience

The bottom line is this: we are all impatient for the latest and the greatest from Apple.

Apple will come out on top because they are continuing to focus on their mission of building the best products in the world, and they aren't listening to or getting their feathers ruffled by the Wall Street and media noise.

Even if we think that their products might not be as cutting edge as others, Apple's products and ecosystem is second to none...making their products simple, easy to use, and attractive.

Let the noise continue because Apple WILL have the last laugh on this one.
 
Ceviche Lover said:
goodbye apple, hello samsung. this is what happens when you sit on your ass and let competitors catch up to you.
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I keep hearing this, yet the #s say otherwise. The US % Apple is going up, Samsung/Android down.

The world market even says the same..and yet Apple isn't even close to being on the same carriers as Samsung/Android. Apple isn't even close to being in the markets Samsung is and yet they are getting most of the profits. As they move into China and India, Android will continue to decline.

Lastly, innovation isn't a bigger screen and faster processor. Android hasn't 'innovated' anything recently either.
 
charlitos said:
Yes I read the article and I quoted straight from it.
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Then you have to re read because R&D and equipment managers jobs are not designed to meet any manufacturing demand

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BaldiMac said:
For the record, Samsung doesn't report anything regarding smartphone unit sales in its quarterly financials. What we see are shipment estimates by analysts for the most part.
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Exactly, they only talk about sales when a milestone is met, nothing more

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gnasher729 said:
]Google has been losing an estimated billion dollars per year because Apple switched to their own maps and isn't paying Google anymore.
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Any source for that figure or it is one of those "analyst" estimations?
 
AAPL stock was down $4-$5 all morning and now spiked $5 this afternoon because of rumors of buy back and increased dividend being announced soon. LOL wonder if these rumors are coming from the same place as the split rumors a week or so ago. Will Doug Kass make a quick buck and then tweet that these rumors are baseless? :D
 
Oletros said:
Exactly, they only talk about sales when a milestone is met, nothing more
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And yet you said they do "exactly the same as Apple does." Apples sales and shipments are transparent from their reporting. Samsung and Android as a whole are not.
 
Ryth said:
Yes, because Mobile, Tablet, Computer, Laptop, etc are all the same basket.
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What percentage of revenue are computers?

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BaldiMac said:
And yet you said they do "exactly the same as Apple does." Apples sales and shipments are transparent from their reporting. Samsung and Android as a whole are not.
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I don't want to start another discussion with you, you win, happy? Have a nice day.
 
hackjo said:
What a load of melodrama!

Honestly, why do you want to kick a successful company off its pedestal?

Were you all bemoaning the lack of innovation between 2001(iPod) and 2007 (iPhone)?
Click to expand...

True, we'll have to see actual earnings, but supply chain is trackable, and coming off last Q's report, not hard to believe a flat or neg #. Some here might revel in this, I don't. I like tech, I like Apple. I own Apple from early on. But Tim Cook's tenure hasn't had too many bright spots. No one is kicking Apple off it's pedestal, it's falling off like Humpty Dumpty. Hopefully, TimCo have good product to counter Samsung, et al for the spring gift season.

As for "lack of innovation between '01 and '07 the iPod was steadily being updated and upgraded. Apple went from a 5GB player to color screen to video, not to mention sub-models like the mini, nano, and shuffle to keep things interesting. So your argument there doesn't really hold water. Honestly, what has Apple done to the iPhone or iOS recently to maintain the "wow" factor or at least keep things fresh? Answer as a tech fan, not a fanboy.
 
Not just innovation, but customer service too.

If Apple made some leaps in customer service, they could do their brand loyalty a lot of good. Quality control has been a bit slack recently - particularly with system software. Responding more positively, even proactively, to customer requests for help would go a long way to building bridges with existing customers.

People may be prepared to pay top dollar, but only if you offer them good service, good quality items and the assurance that your custom is valued. That's what a strong brand is about.

I've got a lot of Apple equipment, but I'm noticing more and more issues with it, meaning I'm having to put more effort into maintenance. I preferred it when "it just work(ed)". But Apple's attitude over the last couple of years does not make me feel like a valued customer. And with other companies arguably catching up with Apple's lead in the market, it makes sense for customers to start shopping around a little more. I've certainly found myself doing so.
 
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