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Huawei expected to surpass Apple to become world’s No 2 phone maker

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Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#71
post #44

Earlier quoted context omitted.

When people ask me if they should buy Apple, I tell them it's overpriced for the hardware you get. Your linked article proves my point quite nicely. But then I follow that up with the value is in the software, if you like/are familiar with Apple software, then buy Apple despite the cost. I prefer Android and Linux, so I avoid Apple products for myself.

Some of it is the price premium, but Apple also enjoys some efficiencies that the Android clone makers don't. The more efficient iOS and smaller variation in hardware over their more limited number of models means they can lower costs while still putting out a top shelf product. Tight control of the supply chain from top to bottom pays dividends over the years.

Are you living in the dream California? There are lots of places out of California they can't afford iPhone, or can't afford any phone more than $200, and that's the reality world. So, let Apple make money from those rich consumers, and let Chinese manufactures to make money from the other non-rich consumers.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#72
post #44
post #26

Earlier quoted context omitted.

Good info. Still I think that they're not making a lot of money and the market's contracting too. Looks a bit like the situation with laptops about 10 years ago. They were dirt cheap and abundant. --- edit --- https://appleinsider.com/articles/19/12/19/apple-earned-66-o... 66% to Apple, 17% to Samsung and the rest is fighting for the scraps. Which is actually better than a while ago where Apple + Samsung > 100% becau…

When people ask me if they should buy Apple, I tell them it's overpriced for the hardware you get. Your linked article proves my point quite nicely. But then I follow that up with the value is in the software, if you like/are familiar with Apple software, then buy Apple despite the cost. I prefer Android and Linux, so I avoid Apple products for myself.

Indeed. Familiarity with the environment, features, and such is the biggest selling point when I give recommendations.

Plus, iOS across all your devices tends to "just work" way better than trying to stitch together things across environments via 3rd party apps or web widgets. So if you're already in the iOS ecosystem, just keep extending it.

Of course, the opposite is sorta true too. If you're heavily invested in Android, Android devices will tend to work well together. But with a bit more manual massaging sometimes.

Windows actually had the best across device seemless integrations out of all the offerings. Too bad they didn't make enough market share to make a dent.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#73

Earlier quoted context omitted.

Yes not surprising when Huawei and others have been accused of stealing trade secrets. Why invest in R&D when you can just steal the IP from others? https://www.wsj.com/articles/huaweis-yearslong-rise-is-litte...

Would you expect any developing country to not take advantage advantage in the same situation? At a state level, it would be stupid to attract manufacturing with cheap labor, materials, lax ambient laws and low taxes and not copy the technology. Only an inept government would willingly stall the development of its own country to honorably respect those trade secrets. Everybody doing business with China knew, but the…

“Developing”. They are the #2 economy.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#74

Earlier quoted context omitted.

Some of it is the price premium, but Apple also enjoys some efficiencies that the Android clone makers don't. The more efficient iOS and smaller variation in hardware over their more limited number of models means they can lower costs while still putting out a top shelf product. Tight control of the supply chain from top to bottom pays dividends over the years.

Are you living in the dream California? There are lots of places out of California they can't afford iPhone, or can't afford any phone more than $200, and that's the reality world. So, let Apple make money from those rich consumers, and let Chinese manufactures to make money from the other non-rich consumers.

I think the point is the Chinese manufacturers are making minuscule amounts from non-rich consumers. Most of the money is being made by Apple

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#75

The good things in Chinese smartphones are their price and that they sometimes have clean Android version without bloatware. Why do vendors like Samsung make their ugly buggy shells and pre-install software I don't need? Do they think they have better designers and developers that Google has? They are horribly wrong. Stop pretending that you are making something unique and maybe I will consider buying a non-chinese p…

They do it do differentiate their phones. If all phones look the same and basically have the same hardware - why bother buying Samsung, when a cheap Oppo is the exact same phone? Then Samsung won't make lots of money. This way you can have Samsung fanboys that'll swear that Samsung stuff is better and will keep buying it.

> If all phones look the same and basically have the same hardware - why bother buying Samsung, when a cheap Oppo is the exact same phone?

Because Samsung is made outside of China and will not be tariffed.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#76
post #2

So the US sanctions on Huawei, that were intended to be crippling and were fairly abrupt and harsh, had only a minor effect on Huawei. That should scare the shit out of the US government. It means that China is much more self-sufficient in technology than they figured. The future of high technology at this time does seem to be in the hands of China with the rest of the world contributing a bit. I suspect OSes and arc…

The handset business is mouse nuts economically and nobody cares at any level of national security what idiot consumers do to themselves.

The "National Security" concern (economically, technologically, capability and integrity-wise) is at the carrier level. Think Cisco, not iPhone.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#77
post #44
post #26

Earlier quoted context omitted.

Good info. Still I think that they're not making a lot of money and the market's contracting too. Looks a bit like the situation with laptops about 10 years ago. They were dirt cheap and abundant. --- edit --- https://appleinsider.com/articles/19/12/19/apple-earned-66-o... 66% to Apple, 17% to Samsung and the rest is fighting for the scraps. Which is actually better than a while ago where Apple + Samsung > 100% becau…

When people ask me if they should buy Apple, I tell them it's overpriced for the hardware you get. Your linked article proves my point quite nicely. But then I follow that up with the value is in the software, if you like/are familiar with Apple software, then buy Apple despite the cost. I prefer Android and Linux, so I avoid Apple products for myself.

What would be a comparable Android phone to Apple's flagship model--not specs, but build quality?

I'd love to take a look at non-apple options.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#78

According to Counterpoint Research Samsung is #1, Second is BBK Electronics with 20% of the global smartphone market and is close to becoming the largest manufacturer in the near future. Brand comparisons ignore BBK Electronics because they sell multiple brands: One Plus, Oppo, Vivo and Realme. Huawei is ahead of Apple because Huawei sells also HONOR branded smartphones. 2019Q3 Samsung 21% (*BBK 20%) Huawei 18% Apple…

Let's not forget that China also is ~40% of the market.

Not quite 40 percent of the market. According to [1], where there are 6.4 billion people and 2.7 billion smartphone users in the top 50 countries, Chinese represent 29% of smartphone owners. In the very long term, assuming use in every country stabilizes at 80% of the population, they're looking at 22%.

I think the more interesting metric to watch is India. With 27% of their population in 2018 owning a smartphone (compared to 55% in China and ~80% in more wealthy Western nations like the US) they're likely to demonstrate meteoric rise in the next few years while Chinese adoption tapers off asymptotically towards the limit. The current 13% representation will rise towards 21%, causing the effective market share of Chinese smartphone owners to drop towards 22%.

[1] https://en.wikipedia.org/wiki/List_of_countries_by_smartphon...

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#79
post #2

So the US sanctions on Huawei, that were intended to be crippling and were fairly abrupt and harsh, had only a minor effect on Huawei. That should scare the shit out of the US government. It means that China is much more self-sufficient in technology than they figured. The future of high technology at this time does seem to be in the hands of China with the rest of the world contributing a bit. I suspect OSes and arc…

> That should scare the shit out of the US government.

The US outspends the next 7 countries in defense, combined.

Regarding actual economic sanctions are a very effective weapon in US Foreign policy.

Aside from it's military might, the US is one of the biggest players in the global economic market. That allows it to wield incredible leverage.

Re: Huawei expected to surpass Apple to become world’s No 2 phone maker

#80

Earlier quoted context omitted.

That's a very clever but insulting comparison. iPhone and Android (and etc) are both clearly smartphones with the same general features. I have to use an iPhone for work. I try to get the most out of it, but am constantly surprised how primitive and clunky it is compared to the Android experience.

Regarding Apple vs. Android, I have no interest in "tweaking" my phone. I used to like tweaking things when I was in my 20s and 30s and satisfied that need by hacking on Linux. I may have loved Android back then. Nowadays, I just want to finish what I need to get done as quickly as possible and spend all my free time with my family. Tweaking anything is a waste of time for me and I don't want to do it at any level. S…

I don't want to tweak things either, but find for both Android and Linux (Ubuntu and anything with a packaging system) they more "just work" the way I want, with pretty much out of the box settings. It really depends what you want to do, of course, but I find the Apple programs to be basic in ways that prevents them from being as helpful. The organizing features in Gmail alone; being able to easily manage and snooze mail, etc, make a huge difference.
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