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

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

#231

Post by mohanmcgeek »

conductr wrote: post #225
mohanmcgeek wrote: post #132

Earlier quoted context omitted.

What are the conditions that should be fulfilled for you to see that there's competition in the market? For me, it's the existence of a player that can squeeze the margin for others. With only seller giving people access to iMessage and app store, I don't see this condition fulfilled. Even if there is a well made phone that offers better utility for half the price, most users would just wait for iPhone to catch up ra…

> For me, it's the existence of a player that can squeeze the margin for others. So you’re segmenting luxury phone market and saying Apple has no competition in that space except Samsung and others have tried for years to make luxury phones. iPhone users do not want them and it’s primarily due to preference. They don’t want to have to learn another os, they don’t like the look/feel, they don’t get a test drive option…

Drawing this reasoning to AWS: People don't want to move away from AWS because they like AWS/don't want to train their engineers and not primarily because moving data out from AWS is going to bankrupt them?

Surely former reasons are valid and those people do exist.. but anecdotally most companies that I know are the latter.

Maybe most iPhone users would stick with iPhone even if there's no lock in, but we don't know that because there is a lock in.

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

#232

Post by type0 »

b9a2cab5 wrote: post #180
azinman2 wrote: post #161

Earlier quoted context omitted.

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!

More likely is that cell phones all have mobile data, whereas laptops have not historically had that except on high end business models. Devices are pretty useless to the average person without the internet, so in places with poor connectivity laptops end up being useless.

That's exactly how it goes, unfortunately for more and more people Fecabook is "The Internet"

edit: Oh , spelled it incorrectly, but a better way to spell it would be Fecalbook for the amounts of shit posted there.

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

#233

Post by [deleted] »

type0 wrote: post #232
b9a2cab5 wrote: post #180

Earlier quoted context omitted.

More likely is that cell phones all have mobile data, whereas laptops have not historically had that except on high end business models. Devices are pretty useless to the average person without the internet, so in places with poor connectivity laptops end up being useless.

That's exactly how it goes, unfortunately for more and more people Fecabook is "The Internet" edit: Oh , spelled it incorrectly, but a better way to spell it would be Fecalbook for the amounts of shit posted there.

[deleted]

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

#234

Post by diffeomorphism »

reayn wrote: post #148
jxidjhdhdhdhfhf wrote: post #141

Earlier quoted context omitted.

I disagree, people will make up all sorts of smart-sounding rationales why they just need an iPhone. Just like they need that SUV, McMansion, or any other status good. And heck, they'll even believe their own reasoning. People typically aren't self-aware of their own status-seeking. But in the end that warm feeling from showing off their social status and rising above the unwashed Android masses is still half of the…

Oh please, no one's out here trying to "rise above the unwashed android masses" when they buy an iPhone, it's just what they are used to. It's not a status symbol, it's a fucking phone. And despite what you believe, there are many legitimate reasons for choosing an iPhone over the competition, ones that don't revolve around "social status" or "flexing" or anything like that. Even the anecdotes you hear of girls not d…

Sure they do. Just like Gucci makes good bags, a large factor is that it is a luxury good that people recognize. Same for expensive watches, same for clothing brands. Nothing bad about that.

> look around you, who really gives a shit aside from nerds on HN?

You to an unhealthy degree, apparently.

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

#235

Post by criddell »

FpUser wrote: post #162
windowsrookie wrote: post #84

Earlier quoted context omitted.

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.

A lot of those stores will also do some iPhone repairs.

If you are having trouble with your email or want help connecting some accessory, how many of those shops will help with that kind of stuff? When it's an issue that can't be fixed and your phone is still under warranty, how many of those shops give you a replacement on the spot? A few will for sure, but it's not a lot of them.

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

#236

Post by criddell »

gumby wrote: post #176
paulryanrogers wrote: post #160

Earlier quoted context omitted.

> The store is just a physical extension of apples drive to put the customer experience first. They could learn a thing or two from Dell and Lenovo about repair turnarounds.

In The Olde Days you could schedule a return; when the fedex driver stopped by you could ask them to wait and pop your laptop into the box and hand it back, and have the repaired machine the next day. No more.

My daughter's new Alienware laptop broke. We contacted support and they dispatched a repair person to her house and he fixed it on site.

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

#237

Post by HatchedLake721 »

pjmlp wrote: post #223
smoldesu wrote: post #187

Earlier quoted context omitted.

Apple has never reached double digits in term of desktop market share, but that hasn't stopped them from releasing a new Macbook every year.

Actually if it wasn't for Microsoft they wouldn't be shipping those phones and MacBooks now.

Why?

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

#238

Post by pjmlp »

HatchedLake721 wrote: post #237
pjmlp wrote: post #223

Earlier quoted context omitted.

Actually if it wasn't for Microsoft they wouldn't be shipping those phones and MacBooks now.

Why?

When Apple was bankrupt it was Microsoft that lend the money to keep them afloat.

https://www.cnbc.com/2017/08/29/steve-jobs-and-bill-gates-wh...

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

#239

Post by syshum »

ksec wrote: post #188
clairity wrote: post #120

Earlier quoted context omitted.

it’s been like this for a long time (in fact, they used to have ~90% of profits on ~10% of share), which is why apple has the market cap it does. apple has a differentiation strategy, which explicitly goes after fatter profits rather than volume. the handset market is so large however, that apple can still have plenty of volume (100 million units/year) to drive down cost with economies of scale.

>it’s been like this for a long time Yes. It has been like that since the day iPhone was launched. Arguably the whole (modern) Smartphone Market history. So I am kinda surprised to see some of the reaction here. And it was easy in the old days when iPhone was in Financial Segment with ASP and unit volume. Now it is hard to judge without those Data. And no where on the site do they mention how they calculated the prof…

>>So I am kinda surprised to see some of the reaction here.

Because people are starting to wake up to the idea that simply defining the market as "Mobile Handsets" for Anti-Trust purposes is flawed.

The only way a company can achieve this level of profitability is by excluding competition from their market, The idea that apple "Competes" with other Handset manufacturers is clearly flawed, as these statics show.

Apple is a monopoly and should be treated as such, to the point they should be required to open up their ecosystem to competition

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

#240

Post by wayneftw »

fomine3 wrote: post #228
wayneftw wrote: post #140

Earlier quoted context omitted.

In the US their unit share is now greater than 50%. It's too bad that they're taking all of our money and not exporting much. And for a country that loves "freedom" so much, it's also too bad that we don't make Apple sell us devices that we can actually own and control, by simply voting with our dollars.

iPhone is also sold well in Japan. Market share is a bit decreased but still about 40-50%. Take our money!

They will take your money and if you keep giving it to them they will continue taking more and more of your freedom too.
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