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Tim Cook: iPhone X is a 'Super Bowl Winner' Even if You Wanted It to Win 'By a Few More Points'
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I didn't suggest that there was any gloom in the data. I just gave a hypothetical example of how iPhone sales could be heavily weighted toward earlier phones and still support Cook's comment. And if Apple doesn't provide sales by model, how are we to know the reality? If each other model had 12.49% of sales, the X would be left with 12.57% of sales, or about 1/8 of the total, and still make Cook's statement true. But it would raise a lot of questions - if this is the best darn iPhone ever made, and the basis for the future, then why do seven out of eight iPhone buyers shun it? All hypothetical, of course, since we don't know the true breakdown.
So in short, you would rather have more votes than win the election?
Apple is a hardware company. A smaller market share still translates to an impressive number of users in an absolute sense, more than enough to sustain its own thriving ecosystem, especially when not all users are created equal to begin with. By virtue of having aggregated the best customers, this gives Apple the advantage when it comes to pushing new products such as the Apple Watch and Airpods.
Why do you think the best apps comes to iOS first or exclusively?
Eyes on the prize. Apple knows its business model is unlike google or amazon and I for one am glad Apple isn’t distracting itself by chasing after market share (much less profitless market share).
Being overwhelmed by new features is not new. Under Jobs, Apple did the same thing. Remember Leopard? Apple decided to refocus on refinements on Snow Leopard. The same can be said on iOS 11, as Apple said iOS 12 will focus on refinements. This is the nature of tech companies in general. Jobs himself said that Apple work like a big startup.
But feel free to ditch Apple if they are not worth your money anymore. I wouldn’t want to buy products I hate.
We are in agreement.So in short, you would rather have more votes than win the election?
Apple is a hardware company. A smaller market share still translates to an impressive number of users in an absolute sense, more than enough to sustain its own thriving ecosystem, especially when not all users are created equal to begin with. By virtue of having aggregated the best customers, this gives Apple the advantage when it comes to pushing new products such as the Apple Watch and Airpods.
Why do you think the best apps comes to iOS first or exclusively?
Eyes on the prize. Apple knows its business model is unlike google or amazon and I for one am glad Apple isn’t distracting itself by chasing after market share (much less profitless market share).
Apple knows what it is going after and they are doing a fine job of that.
They just used to go after something else; namely changing the entire world. Not selling earbuds to yuppies.
I miss those days.
Haha, well it’s funny how upset some posters here get upon reading rumors... they read it as if they were reading factual news and then get upset at Apple as if it already happened.
What is missing in your analysis is some simple but important details.
1. There are ~100 smartphone makers in the whole world, maybe more.
2. Makes the most money from smartphone sales compared to any of the other 99.
3. If I look at the whole market of 100 manufacturers, and figure has 15% of ALL sales, then that leaves the other 85% of sales to be split among 99 other companies.
I think pretty much has the market, that they invented, figured out. Your argument MIGHT have made sense if you were comparing iOS to Android, but since that isn't your point, your argument holds no weight.
Did I just blow your mind?
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And Apple earns...what’s the number? 80 some percent of the total global smartphone profits. The name of the game is making money, and if you can do that supplying less volume, it only gives Apple a whole lot of opportunity in the future.
Apple already spends more than $10 billion for R&D. $100 billion budget for R&D will mean 50% of their revenue, which does not make sense.
Is it?
Used to be changing the world.
Steve RIP
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Yeah if you slice and dice the data disingenuously enough you can find a way where 15 percent of sales makes you a market leader.
Of course I am talking platform because platform is the only thing that matters. Apple’s platform gets 15 percent of sales whereas the competitor's gets almost all the rest.
You should work in marketing.
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spending money on R&D doesn't make sense but handing it out to strangers to artificially juice the stock price does?
You are CEO material.
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I do too, and I don't think those days are ever coming back.
Why would it? Apple has gone from challenging the status quo to becoming a part of this status quo. It's no longer the scrappy upstart on the brink of bankruptcy and having to contend with heavyweights such as Microsoft and Nokia. The rebel has turned into part of the system itself. Those who go against the establishment eventually become part of establishment or replace it entirely. Every countercultural movement is culture by definition. Everything becomes a product, even if the creator doesn't want that. Every revolution—political, cultural, technological—in the history of the world has been like this.
In summary, Apple is right where it wants to be - at the top of the pecking order and there is zero incentive for it to upset this new world order.
Except, if you look at their accounts, they have a ludicrous increase Y/Y in unsold inventories. From $778 million to $2.8 billion (page 4 from their 10-Q, if you're interested). That's a lot of unsold stock.
Or, instead, you could search for "oled" on his page and see that there's more than just these two mentions. You know, instead of calling people names.
Thanks. I picked up an iPhone 8 for my son. Too bad there is no offer for existing lines. Now, my daughter is mad!
So pretty much what the data has been saying - it hasn’t flopped by any means, but it has done something relatively unusual for an iPhone - underperformed expectations.
Just using the numbers YOU posted. YOU, not somebody else. Simple math says that the other 85% of sales, divided by 99 gives each of the others ~0.85% of the remaining sales. Yes we know Samsung sells a bunch more than 0.85% but you are the one harping on how 15% is so poor yet your own posted details don't support your comment of not being in good shape.
I still think is fine with where they are at. You don't feel that way I guess.
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It underperformed Apple’s expectations but overperformed analysts trying short. Win on both sides
Google's OS is on >80% of smartphones sold and apple's is on 15%. Google dominates mobile in a way that will be impossible to unwind.
In a market that Apple invented and had a giant headstart on.
Apple kowtowed to Google and gave up their control of smartphones. Because they were scared to take risks and didn't want it bad enough.
Now they live on the scraps from Google's table.
Not sure how that is defensible.
Yet Apple make more money than google. The iPhone sells more units than any individual android handset.
You were almost doing well with your first two sentences.
Lets try a different analogy. Ford invented the automobile and the industry. Today Ford is only #5 (Apple is #2 in it's category) Did Ford Kowtow to Toyota? And no, not defending or slamming Ford, just picked them randomly.
Your contention seems to be that is a has been because it has slipped to #2 yet the #2 folks make the most profit of ANY cell phone manufacturer. By your logic, whoever invents an item, or industry for that matter is a lost cause if they lose their initial first place setting. I'm not sure how your stance is defensible???
I like the iPhone X. I miss the bigger screen of my old 7 plus but the iPhone X fits better in the hand. Apple’s plus size phones are more like tiny tablets. It’ll be a difficult decision when they make a new plus size phone. Do you go for lugability or screen size? In the past the decision was made for us. You want a better camera, then, you’ll need the plus size phone. The iPhone X changed all that. It’s dual optical image stabilization makes all the difference in the world. Finally I can zoom in to my children on stage during a performance WITHOUT a shaky camera. I like the smaller for factor but I can imagine that a bigger screen and longer battery life will persuade many to go for the larger device even if there’s no insensitive to upgrade because of the camera.