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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

#161

Post by baybal2 »

mikestew wrote: post #125
baybal2 wrote: post #23

Earlier quoted context omitted.

> iPhone XS costs $1,270 for the entry level model. Indeed, but they also have the "3rd world iPhone" models - respins of previous generations and "C" model which were to supposedly cater to this market. They greatly overestimated willingness of locals into buying "poor man's Rolce Royce editions"

They greatly overestimated willingness of locals into buying "poor man's Rolce Royce editions" Being kind of a car guy, I wondered how well it would work for them. Because to this day it stumps me when a luxury car manufacturer makes a budget model. The poster child for that was the Cadillac Cimarron. Take a Chevy Cavalier (one-step-above-the-low-end compact car), stick leather seats and a Cadillac badge on it, sorte…

My guess is that they did not hope to sell a lot to begin with, but just "sells enough to make money"

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

#162

Post by dethac »

ardy42 wrote: post #111
free652 wrote: 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'…

> 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. Hypocrites exist. The Chinese government was shamelessly hypocritical over the Meng arrest, complaining that it violated her "human rights," [1] while their utter indifference to them has yet again been made clear by the camps in Xinjiang. I doubt ev…

So... because China violates the rights of Chinese citizens, the US deserves to violate the rights of Chinese citizens?

It goes both ways. I'm sure we'd all prefer if everyone would just stop violating human rights, but that isn't happening. It's not fair to ignore the US's human rights violations just because of China's, and it's not fair to ignore China's human rights violations just because of the US's. Both governments are hypocritical.

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

#163

Post by dethac »

r00fus wrote: post #143
nakodari wrote: post #11

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.

Apple has, with the iPhone, ignored region-locked devices.

By doing so, they're effectively sacrificing a massive portion of the Asian market. Oh well.

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

#164

Post by dethac »

close04 wrote: post #86
andy_ppp wrote: post #28

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's phone lineup relies on offering an option for every price segment. Basically, it boils down to how much a user is willing to spend.

Apple's phone lineup relies on targeting a particular market segment. If you can't afford it, save until you can.

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

#165

Post by dis-sys »

Wowfunhappy wrote: post #129
dis-sys wrote: post #94

Earlier quoted context omitted.

> 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, 1…

> 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. I wouldn't expect this to correlate with opinions of "western culture and products". There are a whole lot of reasons why you'd choose to stray in your country vs going ove…

> There are a whole lot of reasons why you'd choose to stray in your country vs going oversees. For instance, how easy is it to get a US visa vs just staying in your native country?

there is only one western company in the top 25 top employers list, is that related to US visas?

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

#166

Post by pjmlp »

scarface74 wrote: post #157
pjmlp wrote: post #156

Earlier quoted context omitted.

Apple is still around because NeXT did an inverted take over, they were at the edge of declaring bankruptcy after the continuous failure to create a successor to MacOS. Macs are a tiny percentage of current business, and only at reach of first world countries. Around 10% world wide. Phones don't last forever, which is another reason not to spend diamonds on them.

https://sixcolors.com/post/2018/07/apple-q3-results-charts-c... The Mac had 5.3 Billion in revenue last quarter. The Mac by itself had higher revenue than McDonalds. If the Mac were a standalone business it would by itself have higher revenue than all but 110 companies in the Fortune 500. And you seem to think there is actually profit by chasing after pennies in none first world countries. Why the Mac is still around…

I have a book on my bookshelf to offer you.

https://www.amazon.com/Cult-Mac-Leander-Kahney/dp/1593271220

I think everyone is entitled to a mobile phone without having to give diamonds in exchange for one.

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

#167

Post by pjmlp »

scarface74 wrote: post #159
pjmlp wrote: post #155

Earlier quoted context omitted.

Your son's use case isn't an universal one, as mentioned, my work colleague doesn't do nothing of that.

I think Uber is quite popular...

Being popular does not mean everyone uses it, specially in countries where there is regulation, thankfully.

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

#168

Post by scarface74 »

pjmlp wrote: post #166
scarface74 wrote: post #157

Earlier quoted context omitted.

https://sixcolors.com/post/2018/07/apple-q3-results-charts-c... The Mac had 5.3 Billion in revenue last quarter. The Mac by itself had higher revenue than McDonalds. If the Mac were a standalone business it would by itself have higher revenue than all but 110 companies in the Fortune 500. And you seem to think there is actually profit by chasing after pennies in none first world countries. Why the Mac is still around…

I have a book on my bookshelf to offer you. https://www.amazon.com/Cult-Mac-Leander-Kahney/dp/1593271220 I think everyone is entitled to a mobile phone without having to give diamonds in exchange for one.

If only Apple sold an iPhone besides the 512Mb iPhone 10XS Max.

You realize Jobs has been dead since 2011?

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

#169

Post by pjmlp »

scarface74 wrote: post #168
pjmlp wrote: post #166

Earlier quoted context omitted.

I have a book on my bookshelf to offer you. https://www.amazon.com/Cult-Mac-Leander-Kahney/dp/1593271220 I think everyone is entitled to a mobile phone without having to give diamonds in exchange for one.

If only Apple sold an iPhone besides the 512Mb iPhone 10XS Max. You realize Jobs has been dead since 2011?

Yes, which is why iPhones just look like PCs pilling features without being innovative any longer, and the Mac offerings look they the lost management just before Jobs took over the reigns and cleaned the house.

The book offer still stands.

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

#170

Post by scarface74 »

pjmlp wrote: post #169
scarface74 wrote: post #168

Earlier quoted context omitted.

If only Apple sold an iPhone besides the 512Mb iPhone 10XS Max. You realize Jobs has been dead since 2011?

Yes, which is why iPhones just look like PCs pilling features without being innovative any longer, and the Mac offerings look they the lost management just before Jobs took over the reigns and cleaned the house. The book offer still stands.

Which “features” have they piled on? Who has done anything “more innovative” when it comes to phones? No one has innovated on the idea of the phone since 2007.

Do you still use a PC running Windows 95?

You should read about “sustaining innovations”. It’s the other part of the “Innovator’s Dilemma” that most people ignore.

The MacBook Air, Mac Mini, and the iMac Pro got rave reviews and again, the market spoke - the Mac had its highest revenue quarter ever.

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