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Apple’s China Problem

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Re: Apple’s China Problem

#2
> None of that lock-in exists in China: Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be.

Don't get that part. I live in Europe and sure a lot of people has an iPhone but I believe strongly that more people have an Android.

Doesn't Android have like 80% or more of the world market?

http://www.idc.com/promo/smartphone-market-share/os

Re: Apple’s China Problem

#4

> None of that lock-in exists in China: Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be. Don't get that part. I live in Europe and sure a lot of people has an iPhone but I believe strongly that more people have an Android. Doesn't Android have like 80% or more of the world mark…

He's not saying that Apple has a monopoly on smartphones; he's saying it has a monopoly on iOS.

His overall point is that while iOS has a strong lock-in effect for people already on the platform, in China the real platform is WeChat, so the iOS monopoly isn't as useful.

Re: Apple’s China Problem

#5

Don't forget that China has biggest and most competitive smartphone market in the world, both in specs and price. iPhone is kinda underwhelming in the past year.

I've certainly stuck with my 6 plus, I would like another gig of ram but otherwise it does me fine. I cannot justify dumping £7-900 on a phone, so I am happy to wait it out for now.

Re: Apple’s China Problem

#7
post #4

> None of that lock-in exists in China: Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be. Don't get that part. I live in Europe and sure a lot of people has an iPhone but I believe strongly that more people have an Android. Doesn't Android have like 80% or more of the world mark…

He's not saying that Apple has a monopoly on smartphones; he's saying it has a monopoly on iOS. His overall point is that while iOS has a strong lock-in effect for people already on the platform, in China the real platform is WeChat, so the iOS monopoly isn't as useful.

No, he is saying that Apple has a smartphone monopoly in the quoted paragraph.

Re: Apple’s China Problem

#8

> None of that lock-in exists in China: Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be. Don't get that part. I live in Europe and sure a lot of people has an iPhone but I believe strongly that more people have an Android. Doesn't Android have like 80% or more of the world mark…

It does and you're right.

But on English speaking websites the majority of users will be Americans, unless the sites have a very specific, localized audience (say, an Australian or Canadian newspaper). As a result many news will focus the American audience. One quick way to check this is to look for specific cues, for example: "the President" instead of "the U.S. president", "the nation" instead of "the American nation", etc.

Re: Apple’s China Problem

#9

> None of that lock-in exists in China: Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be. Don't get that part. I live in Europe and sure a lot of people has an iPhone but I believe strongly that more people have an Android. Doesn't Android have like 80% or more of the world mark…

The article contradicts itself; it says there's a problem, but in the long term, that iphone being 'status conferring' will ultimately prevail, meaning nullify the "problem", not become dominant necessarily:

> iPhone users very rarely switch to Android, while a fair number of Android users switch to iPhone, which means that even in a saturated market Apple’s share should grow over time.

> And to be sure, an iPhone is still status-conferring: Apple is by no means doomed, and it’s possible those China numbers will turn positive this fall.

Re: Apple’s China Problem

#10

> None of that lock-in exists in China: Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be. Don't get that part. I live in Europe and sure a lot of people has an iPhone but I believe strongly that more people have an Android. Doesn't Android have like 80% or more of the world mark…

"Apple may be a de facto monopolist for most of the world"

May this is how some peoples from USA see Apple ?

But here in EU Apple is just another smartphone vendor and most peoples are using Android.

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