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Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

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Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#91
post #72

Earlier quoted context omitted.

Because the previous gen iPhone will still be faster than the current gen Android and probably supported for longer?

Mobile phones are a commodity now and the large majority of consumers use pre-pay phones, replacing them only when they die, get stolen or are lost. So none of those benefits really matter.

Not according to these statistics in the US.

https://deviceatlas.com/blog/android-v-ios-market-share

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#92
post #39

Earlier quoted context omitted.

When did these foreign powers mistreat China? The 19th century? Most nationals cultural memories are not that long - specifically one that has been thru three major revolutions in a century. Whatever the cause of lower iPhone sales, I'm skeptical it's what you claim - sunspots seem more likely to me.

It's 20th century and we will never forget. I agree that some leaders were stupid but we generally agree they are our own business. I'm not surprised that Xi may one day be overthrown. but with some new government, we are still patriotic. Basically it's because our thousands of years of history doesn't allow us from being discriminated by anyone, IMO. For iPhones, I'd say they're just not sexy. The design and color a…

> It's 20th century and we will never forget.

You mean Japanese in WW II? Bear in mind that generally, regardless of the country, being raised as overly patriotic equals to being brainwashed by educational system into lies and selective semi-truths about your history, the politics and what is actually happening in the world. Makes a good army of obedient robots, but not much more. In long term, it screws up given nation/group of people since reality will eventually bite back.

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#93
post #70

Roger McNamee seems to get it, the iPhone was probably the most successful technology product in history, and arguably the "most" successful in anything. It leads to a sea of other innovation across multiple spectrum. On the Notes of Retail, Apple had ~430 Stores in 2014, ~460 in 2015. As of end 2018 it is ~510, all the stores opened in 2015 were planned before Angela's arrival, so effectively she has slowed down the…

Apple is not just chasing luxury, they’re chasing tech as fashion.

They realized that when people carry their tech with them all the time it becomes fashion. That’s why they bought Beats, because it became a huge tech-fashion brand that threatened Apple.

And with fashion people are willing to pay much higher prices.

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#94
post #76

Currently visiting China for Chinese New Year, and can't help but to notice the anti-US anti-Apple sentiment that arose recently. Although anecdotal, I think the nationalistic sentiment has a lot to do with the dip in sales. To put in perspective, most Chinese netizens are generally pretty critical of the Chinese gov. Chinese with higher educations usually look up to western culture and products. However after the Hu…

> Chinese with higher educations usually look up to western culture and products.

this was probably true 10-15 years ago. rather than some cheap talks purely based on "what I heard" or "what I believe", let's have some quick concrete numbers published [1] by the top Chinese university Tsinghua. In its 2018 annual graduate report, the summary table on page 2 shows that for the total 6,960 students graduated in 2018, 16.5% chose to pursue further studies overseas, while 28.5% chose to continue in Chinese universities for a higher degree.

the most shocking number comes from the table 6 on page 9 - out of the top 25 employers of the 2018 graduates there is only 1 foreign company (Microsoft).

I checked the same reports from the previous few years, the trend is the same.

[1] http://career.tsinghua.edu.cn/publish/career/8155/2018122915...

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#95
I am neither Chinese or American - The US targeting Huawei seems unfair. It is like suspecting a person of theft and then applying all sorts of punishments, without any strong proof. This is not justice. If I were Chinese, you bet I won't buy any American product.

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#96
post #86

Doesn't help that even I can't keep track of the differences between their phones and which lower end models they still sell and what the hell the iPhone XR is meant to be. Feels like Apple have a really weird phone line up right now. There used to be 3 models - iPhone classic (the previous gen maybe with a few tweaks), iPhone massive (better camera and battery) and iPhone awesome expensive high tech edition (new stu…

> Doesn't help that even I can't keep track of the differences between their phones and which lower end models they still sell and what the hell the iPhone XR is meant to be. > Feels like Apple have a really weird phone line up right now. So Apple's sales are hurt because it's hard to keep track of their 3 models this year? Shouldn't the same logic basically kill Huawei's sales? Off the top of your head can you quick…

Huawei isn't a premium brand in the same way Apple is so keeping things clear and focused is less important for them. I think we all know many of the reasons discussed on here has contriibuted to the downturn in sales. I'm clearly not saying it's exclusively about one issue in my comment, but you decided to rephrase it to say that, which must have been fun for you.

Edit: Changed "X" to be "one issue" for clairty, but thay makes the following comment confusing. Sorry about that.

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#97

Now that China profits have dried up, Apple will turn its attention to India. But they've really missed a trick with their retail strategy in India. They've partnered with local retailers to run "Apple stores". These stores are nowhere near the smooth, beautiful experience of a regular Apple Store. It feels preposterous to walk into a shoddily built store selling a phone for $1200 when you can walk next door to a Sam…

I somewhat doubt India is a good target for them. Even FirefoxOS feature phones currently outsell Apple in India right now.

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#98
post #97

Now that China profits have dried up, Apple will turn its attention to India. But they've really missed a trick with their retail strategy in India. They've partnered with local retailers to run "Apple stores". These stores are nowhere near the smooth, beautiful experience of a regular Apple Store. It feels preposterous to walk into a shoddily built store selling a phone for $1200 when you can walk next door to a Sam…

I somewhat doubt India is a good target for them. Even FirefoxOS feature phones currently outsell Apple in India right now.

India's premium smartphone market is small, of course, but it is also growing, and it is also a market where Apple has lost massive market share.

And let's be honest, anyone who can see even 10 years into the future would know that the next wave of growth will come from India

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#99
post #79
post #76

Currently visiting China for Chinese New Year, and can't help but to notice the anti-US anti-Apple sentiment that arose recently. Although anecdotal, I think the nationalistic sentiment has a lot to do with the dip in sales. To put in perspective, most Chinese netizens are generally pretty critical of the Chinese gov. Chinese with higher educations usually look up to western culture and products. However after the Hu…

For some reason I doubt that you have the right perspective. Chinese are very nationalistic and every non immigrant Chinese I met is pro Chinese government. Netcitizens are even worse. American are persecuting a company that disobeyed American laws on American soil. No a single Chinese would blink an eye about persecuting American companies in China. China is having economic issues, that's the major reason in sales'…

The boycott of American products is very real. What we do not know is how large the impact really are. For example Hermes posted a record quarter in China again, doesn't seems to be hurt by whatever downturn there is in China.

Re: Apple's iPhone Shipments Plunge in China as Huawei Tightens Grip

#100
post #82

Earlier quoted context omitted.

It's Windows vs Mac all over again, people just wouldn't believe it :) 1 company vs 100. All the 100 companies would have to be knuckleheads forever (which is super unlikely, it's basically: "you can fool some people all the time or all the people sometimes, but you can't really fool all the people all the time"). Android is moving up in the world, and except for the US, which was always a bit weird in regards to App…

Windows vs Mac is a very shallow interpretation. -the affluence level of iOS users dwarf Android users statistically. A person who can afford a $700 iPhone is much more valuable than a person buying a $220 Android phone (the average selling price of an Android phone) - Apple couldn’t keep up performance wise with the Mac because you had the entire PC industry funding Intel. Hardly anyone is making money selling Andro…

My personal opinion is that the future of technology isn't in the current affluent countries. Besides this, we already know that the vast majority of people stay within their ecosystems, once they start using them. Especially know that the differences in phone quality are going down (cheap phones are getting good; a cheap Android phone from 2010 was miles away from an iPhone, a cheap Android phone from 2020 will be comparatively much, much closer).

So the future isn't looking very bright for Apple, considering that India, China and Africa are almost entirely Android territories :)

Just keep in mind that Windows failed for 10+ years before having the smash hit that was Windows 95.

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