Live data from Hacker News

Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

counterpointresearch.com

161–170 of 265 posts

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#161
post #154
post #18

...with only a 13% share of units. That is, all other vendors together sold 87% of units, but earned only a combined 25% of industry-wide profit. The vast majority of those other vendors are companies headquartered in Asian countries with a long history of promoting market share, access to information, and knowledge transfer at the expense of short-term profit. They might be making less money willingly to grow/mainta…

I was in a discussion the other day how every other attempt at bringing computing to underdeveloped parts of the world has more or less failed (OLPC for example), yet cheap Android phones have managed to become ubiquitous in places without stable electricity, running water, and stable or repressive governments.

Scale is the easiest way to make something cheap, and having a device targeted at every human rather than just school kids is going to be the best way to achieve scale.

But as far as education goes, phones aren’t as good as a laptop as far as form factor. But better than nothing I suppose!

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#162

I think one of the smartest things Apple did was open physical stores and not depend on carrier stores and Best Buy. I've often wondered why their competitors don't do the same thing? Why isn't there a Samsung store a block away from every Apple store? Having a physical location for purchases, repairs, and support is why I always recommend Apple devices when somebody who isn't super technical asks me what to buy. Mic…

Samsung has been experimenting with "stores" they have entire sections in a few Best Buys called "Samsung Experience Shop" https://www.samsung.com/us/samsung-experience-shop/index.htm... https://www.bestbuy.com/site/samsung-store/samsung-experienc... Opening retail stores is a huge commitment and takes years of investment before you "might" see any returns. Samsung doesn't seem to want to take that risk. But I do agr…

>"And if I ever have an issue, there are 3 Apple stores within 25 miles of me."

I am in Toronto and if we are talking 25 miles radius there are like hundreds of shops that can sell/replace/fix android based phones.

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#163
post #70

Earlier quoted context omitted.

Believe it or not, but "stock Android" has been tried about 10 times. It failed. Only techies care. Regular users want a ton of features. Edit: Sales numbers tell you all you need to know about "stock Android" success :-)

Regular users don't actually know anything about the difference. They look at how many megapixels the camera has and the resolution of the screen and things like that, because they're numbers you can compare. Regular users don't know what "stock Android" is . And then they come home with a phone full of bloatware and complain about it after. Nobody actually buys the phone for the bloatware. These companies are wastin…

> Regular users don't actually know anything about the difference. They look at how many megapixels the camera has and the resolution of the screen and things like that, because they're numbers you can compare.

> Nobody actually buys the phone for the bloatware.

Often the bloatware is half of the silly stuff listed in the marketing specs on the box. The features might be junk, but they're bulletpoints in a list of features that people are looking at on the shelf. I see these kinds of "specs" listed all the time: digital zoom, "optimizers" of various sorts, social media "integrations", etc.

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#166
post #150

Earlier quoted context omitted.

Looks like Honda Accord is approaching $32k on average[0]. 200k Honda Accords sold in the U.S. 2020[1]. 450k Tesla Model 3 + Y sold globally[2]. Though Model 3 and Y average price closer to $49k and $65k respectively[3]. If I have a point, it's that if you have $35k to spend, you're probably getting a high trim level Honda Accord. Because you need another $15k to get an "average" Tesla Model 3. (Obviously the Model 3…

The Y is a much more expensive car with a discontinued standard range version and the base model 3 is by far and away the best selling version of the vehicle. Averages can be misleading. Id like to see the median prices given that the base tesla model 3 is VERY premium vs the base model accord which is not.

If I was looking to minimize cost per mile, I would get an Accord, not a Tesla.

Hondas and Toyotas are tried and true with a few decades of reputation built up. And routine maintenance on those does not cost much.

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#167
post #18

...with only a 13% share of units. That is, all other vendors together sold 87% of units, but earned only a combined 25% of industry-wide profit. The vast majority of those other vendors are companies headquartered in Asian countries with a long history of promoting market share, access to information, and knowledge transfer at the expense of short-term profit. They might be making less money willingly to grow/mainta…

Nearly all hand set manufactures outside if apple only make money on the device sale not on any app revenue.

Are the numbers here broken down by hardware vs software profits?

If not, it would seem obvious to me that Apple makes more because they can include all App Store profits after each device sale.

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#169

As others have said, Apple does this with only 13% share. The important point is Apple has to make money selling phones, that is their business model. Android's is making money in a number of other ways, mainly user's data.

Apple absolutely doesn't HAVE to make money on the hardware, they could sell them at a loss and still rake in billions thanks to the AppStore.

Re: Apple Captures 75% of Global Handset Market Operating Profit in Q2 2021

#170
post #18

...with only a 13% share of units. That is, all other vendors together sold 87% of units, but earned only a combined 25% of industry-wide profit. The vast majority of those other vendors are companies headquartered in Asian countries with a long history of promoting market share, access to information, and knowledge transfer at the expense of short-term profit. They might be making less money willingly to grow/mainta…

> ...with only a 13% share of units. > Asian countries with a long history of promoting market share, access to information, and knowledge transfer at the expense of short-term profit. Apple is the king of parasitic technological and scientific knowledge rentierism and obfuscation, as well as king in exploitation. it's neo-imperialism at it's most 'refined'. profits are surplus value extracted from workers, including…

Is Apple the only company with a worker exploitation problem?
Post reply on HN