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

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101–110 of 171 posts

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

#101

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 doubt they can out-compete Chinese brands in India. Those are starting to dig in and they are also closer to the price-sensitive Indian market in philosophy.

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

#102
post #2

According to a recent study, Chinese iPhone users are more likely to be low income/undereducated. https://www.scmp.com/tech/article/2174310/research-highlight...

From personal experience (highly biased), it's easy to find iPhones belonging to everyone from elite university students to convenience store clerks. That doesn't say anything about whether iPhone owners are more likely to be low-income or high-income, but there are a lot more low-income people than there are high-income people...

In the US, maybe :)

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

#103
post #99
post #79

Earlier quoted context omitted.

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.

Hermès is French.

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

#104
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…

Regardless of what happened in history, people will only know about it if they are taught it. I assume that knowledge about the failings and oppression by the CCP is not taught in school. It’s also well known that the current Chinese government has the biggest censorship and propaganda system in the world. So the Chinese people’s opinion is relevant in that it is what they think, but it is also not necessarily a reflection of more than their government’s propaganda efforts.

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

#105
post #86

Earlier quoted context omitted.

> 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…

I said nothing about the X nor have I implied it, just about Apple’s lineup in general. Apple has a very narrow lineup that’s not that hard to follow. Huawei aims at high end and the prices confirm it. The lineup is far more complicated. And being less than high end shouldn’t really change this. If a complicated lineup kills sales it should do it for both Apple and Huawei.

My only point is that the argument “lineup is complicated” doesn’t really have any merit. I see no point in attcking me for something that left very little room for interpretation.

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

#106
post #99

Earlier quoted context omitted.

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.

Hermès is French.

One would expect them to suffer in China as well if the cause were economic, which I believe is the point the parent is making.

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

#107
post #100

Earlier quoted context omitted.

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 c…

Windows “failed” but the whole time Microsoft was making a killing selling DOS. Microsoft, Intel, and the PC manufactures were all making money. The PC market drove a demand for high performing chips and even when PCs were being commoditized, there was enough of a demand for high end processors to keep Intel’s R&D effort strong. The high end profitable niche of the Android market is teeny. It’s eveb worse in the tablet market and the wearable market.

Not even Google is making any real money on Android. It came out during the Oracle trial that Android has only made Google $39 billion during its entire existence. Even then, they pay Apple over $2 billion a year to be the default search engine for iOS devices. Mobile hasn’t been that great for anyone in the Android ecosystem.

Android as a whole is nothing more than unprofitable race to the bottom.

What use it to sell to 3 billion people buying $50 phones? If Apple starts losing the high end, then it needs to worry.

Even in the PC market, none of the PC manufacturers are rolling in cash - except for Apple. I wouldn’t be surprised if Apple makes more selling Macs than all PC manufacturers make selling computers (excluding servers).

On a second thought, the biggest users of servers are probably cloud companies and Facebook and many of them are making their own servers.

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

#108
post #72

Earlier quoted context omitted.

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

US is just one country in the global market, which in your link clearly shows as being dominated by Android.

I thought we were talking about China here.

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

#109
post #108

Earlier quoted context omitted.

Not according to these statistics in the US. https://deviceatlas.com/blog/android-v-ios-market-share

US is just one country in the global market, which in your link clearly shows as being dominated by Android. I thought we were talking about China here.

Did you look at the charts and the number of countries where iOS has over 40% share?

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

#110
It seems peculiar for stories to continue to ignore the economic situation inside China as a major cause for Apple's sales woes inside China, especially given the number of companies not named Apple that have also reported plunging sales there.

We've had reports of a worsening job market and reduced consumer spending inside China since last year.

>DONGGUAN, China — China’s consumers and businesses are losing confidence. Car sales have plunged. The housing market is stumbling. Some factories are letting workers off for the big Lunar New Year holiday two months early.

https://www.nytimes.com/2018/12/14/business/china-economy-xi...

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