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

Post by selectodude » Fri, Oct 15, 2021, 2:29 AM UTC

gumby wrote: post #175

criddell wrote: post #20

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…

Apple was derided when they started opening stores. Gateway had tried it and it killed the company. Dell tried it, but we’re killing it with the computers-by-mail business and it’s opportunities for financial engineering. What did apple bring to the game? With a tired product line in a maturing market, the last thing they needed was another expensive effort in a domain they had no experience in (retail) while simulta…

Post by musicale » Fri, Oct 15, 2021, 2:33 AM UTC

oblio wrote: post #70

cies wrote: post #62

Earlier quoted context omitted.

What differentiates those premium phones? It runs the same Android of which I rather have a stock version than the bloat-ware rubbish that phone makers install on there for me. The iOS devices link into a web of ease-of-use, and come with a reasonably well make stock version of iOS. And then there's trust. Whom does an average user trust more with their data? (Apple/USgov, or Google/USgov+Samsung/SouthKorea+...)

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 :-)

Post by ksec » Fri, Oct 15, 2021, 2:44 AM UTC

samfisher83 wrote: post #30

Really in us it's Samsung and apple, and Samsung is content just matching Apple's price for it's flagship. Wonder why we don't have a phone market like China with all these phone makers.

Post by tadfisher » Fri, Oct 15, 2021, 2:47 AM UTC

CarelessExpert wrote: post #91

1cvmask wrote: post #32

I think we might be missing the big picture here. Apple captures 75% of the profit from handset market share. The rest is split between high end Android devices from say Samsung and low-end commodity Shanzhan android devices. But in the Android sphere Google is clearly capturing the profits from Android devices on software. https://www.theverge.com/2016/1/21/10810834/android-generate... In addition to profits, Google…

This is an excellent point. If "operating profit" also includes app store revenues, payment revenues (remember, Apple requires apps use their payment platform), and content revenues, the likes of Samsung, et al, are at a serious disadvantage and can only compete on device margins as they can't tap into any of those revenue streams.

Post by owenversteeg » Fri, Oct 15, 2021, 2:55 AM UTC

sudosysgen wrote: post #186

tomjen3 wrote: post #138

Earlier quoted context omitted.

>don't think it's so bad? Vijay Prashad: "iPhone workers today are 25 times more exploited than textile workers in 19th Century England" [4] One thing I love about studying history is that you can dismiss claims like that immediately.

But if you did you couldn't. The ratio of wages to profit made on the item is way higher for iPhones. The quote is literally true. Textile mills in 19th century England operated with comparatively pedestrian profit margins and factory wages were a much higher proportion of expenses. It's estimated that the assembly costs of an iPhone are in the 20-50 dollar range, the profit margin is in the 300+ dollar range, clearl…