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

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141–150 of 171 posts

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

#141

Earlier quoted context omitted.

That’s a reasonable interpretation, thanks. I’m not sure that it tells us much given that Apple and Hermès are in fairly different markets, unfortunately.

They're both in the luxury fashion market in China.

Apple is not quite a luxury good. Hermes is. They are definitely in different categories.

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

#142

It is obvious. China debt bubble is bursting right now so they are sensible with prices and Apple just have raised them absurdly. China will experience a traumatic experience(growing pains) for getting to a service economy like the rest of the world had. If Apple continue raising prices they will lose the mass production advantage they have. Steve Jobs always created products that were affordable(like the iPod, or th…

> Steve Jobs always created products that were affordable....It seems Tim Cook had the brilliant idea of eliminating low cost products in order to raise margins...

One of the smart things about Jobs's product structure is that it put people on a position to take a chance on Apple by buying a low-end product, then they could migrate into the more expensive end once they got used to Apple. There's a reason it's called the entry-level, and getting rid of it is foolish.

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

#143

iPhones have become just too expensive for people in Asia to buy. It's simple as that. If they bring down the price to $599 like it was for the original iPhone and keep the price constant every year, Apple will double or even triple their existing market share. It will still be profitable for Apple knowing that service revenue will increase when more people are using iPhones around the world.

How do they do this while keeping profit margins on non-Asia countries high?

That's the rub. XR was supposed to be the Asia phone with dual-sim and sacrificing OLED to get a bigger phablet.

Instead we have "which X to choose" dilemma.

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

#144

Earlier quoted context omitted.

They're both in the luxury fashion market in China.

The population of people who can justify a $1k scarf is a small portion of the population who can justify $1k for the object they use for almost everything, even in China.

You can buy a scarf that works just as well for much less, and you can buy a phone that works better for Chinese consumers for much less. The reason to buy an iPhone or a Hermès scarf for a Chinese consumer is fashion.

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

#145
post #59

Earlier quoted context omitted.

Who would buy a previous generation iPhone when they can buy a modern Android generation phone for the half the price?

A “modern generation” Android phone that is half the price of an iPhone would be much slower. The 6s from 2015 was faster than the flagship Galaxy S8 in single core performance. Also, that Android phone you buy will stop getting updates in 18 months if you’re lucky. The iPhone 5s from 2013 is still running the latest OS.

Quite the contrary, hardly any performance difference for 90% of the consumers not playing Fortnite on their phones.

No one cares about lack of updates on Android phones, only geeks like us.

In fact many consumers disable automatic updates with fear that an update will bring a totally new UI to their favourite apps, forcing them to relearn where everything has gone to.

Finally, by being much cheaper means that when time comes to upgrade, one gets a shiny new handset without any kind of scratches or half broken screen.

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

#146
post #108

Earlier quoted context omitted.

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?

Yes, and I have found a minority in a planet where 80% of the world is dominated by Android and a large part of the population can only dream to have a salary comparable to an iPhone cost.

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

#147
post #146

Earlier quoted context omitted.

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

Yes, and I have found a minority in a planet where 80% of the world is dominated by Android and a large part of the population can only dream to have a salary comparable to an iPhone cost.

And from a profitability standpoint, the people who are buying $60 Android phones aren't making anyone money besides the carriers. Why go after an unprofitable segment of the market?

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

#148
post #145

Earlier quoted context omitted.

A “modern generation” Android phone that is half the price of an iPhone would be much slower. The 6s from 2015 was faster than the flagship Galaxy S8 in single core performance. Also, that Android phone you buy will stop getting updates in 18 months if you’re lucky. The iPhone 5s from 2013 is still running the latest OS.

Quite the contrary, hardly any performance difference for 90% of the consumers not playing Fortnite on their phones. No one cares about lack of updates on Android phones, only geeks like us. In fact many consumers disable automatic updates with fear that an update will bring a totally new UI to their favourite apps, forcing them to relearn where everything has gone to. Finally, by being much cheaper means that when t…

Like I said below, have you used the 2018 Moto G and compared it to an iPhone that's three years older -- I have. It's downright sluggish doing simple things.

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

#149
post #102

Earlier quoted context omitted.

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 :)

What are you talking about?

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

#150

It is obvious. China debt bubble is bursting right now so they are sensible with prices and Apple just have raised them absurdly. China will experience a traumatic experience(growing pains) for getting to a service economy like the rest of the world had. If Apple continue raising prices they will lose the mass production advantage they have. Steve Jobs always created products that were affordable(like the iPod, or th…

> margins (that are obscene high right now)

https://wccftech.com/apple-iphone-profits-declining/ This article (and everything else I've read online) reports that iPhone profit margins are declining.

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