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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

#81
post #55

Now that China profits have dried up, Apple will turn its attention to India. But they've really missed a trick with their retail strategy in India. They've partnered with local retailers to run "Apple stores". These stores are nowhere near the smooth, beautiful experience of a regular Apple Store. It feels preposterous to walk into a shoddily built store selling a phone for $1200 when you can walk next door to a Sam…

isn't that because of local laws they can't open stores directly? India has a ton of weird rules and super regulated.

Yeah, but lots of foreign retailers team up with more competent partners who operate their brand stores. Gucci, Armani, and Versace can't operate directly in India either, but you wouldn't know it looking at their stores.

Apple's Indian partners don't seem to care, nor does Apple that their partners are offering a sub-par experience.

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

#82
post #35

If you look at market share though it seems to actually be holding solid or growing [1]. This makes me believe a more neutral narrative that it's due to people upgrading from lousy low end android to higher end android much faster than an existing iPhone user would upgrade. The top 25% of the population use iPhones and aren't leaving the Apple platform - the folks who bought a low end phone are upgrading to higher en…

It's Windows vs Mac all over again, people just wouldn't believe it :)

1 company vs 100. All the 100 companies would have to be knuckleheads forever (which is super unlikely, it's basically: "you can fool some people all the time or all the people sometimes, but you can't really fool all the people all the time").

Android is moving up in the world, and except for the US, which was always a bit weird in regards to Apple, Android will make Windows' dominance look like a walk in the park. Look at what Google's doing with relatively weaker dominance of Chrome in the web browser world.

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

#83
post #76

Currently visiting China for Chinese New Year, and can't help but to notice the anti-US anti-Apple sentiment that arose recently. Although anecdotal, I think the nationalistic sentiment has a lot to do with the dip in sales. To put in perspective, most Chinese netizens are generally pretty critical of the Chinese gov. Chinese with higher educations usually look up to western culture and products. However after the Hu…

Yes, but how much of that incident is just propaganda? I mean, Huawei is rigging all their electronics with spy technology. The only reason the US is mad is because our NSA wants to do that to us and they're worried about Huawei equipment finding its way into the DoD. But let's be honest--we're all being spied on 24/7 now. It's time to start pushing back against this technological terror. I demand honest government, not this slipshod, coercive, East German nonsense. It sucks and we don't even know how we got here so fast--it was like one minute everything was fine and the next, we've got "Big Brother" in everything! And worse, people seem to be clamoring for more Big Brother.

This will end in mass murder. People you love will be murdered by the government you love. Make. It. Stop.

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

#84
post #79
post #76

Currently visiting China for Chinese New Year, and can't help but to notice the anti-US anti-Apple sentiment that arose recently. Although anecdotal, I think the nationalistic sentiment has a lot to do with the dip in sales. To put in perspective, most Chinese netizens are generally pretty critical of the Chinese gov. Chinese with higher educations usually look up to western culture and products. However after the Hu…

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'…

Agree that sounds like the leading factor.

There is a line of thinking that the trade war comes at a convenient time PR-wise for the Chinese got. It gives them a scapegoat for domestic economic issues, which they are only too happy to talk up. (But I don't really know anything, and welcome expert correction.)

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

#85
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?

Because the previous gen iPhone will still be faster than the current gen Android and probably supported for longer?

Besides the fact that your first point is not necessarily true and the second one is not a major selling point for regular users...

If you put an iPhone 8 next to an OnePlus 6T, the iPhone will look like an Ford Model T next to the latest Ford model from 2019.

Tech is also fashion, when we carry it around everywhere.

And this is besides the fact that Android comes with quite a few of its own benefits, things which you can't find on iPhones.

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

#86

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 quickly tell me the differences between these Huawei models launched over the past year?

Huawei Mate 20 Pro, Huawei Mate 20 Lite, Huawei Mate 20, Huawei P20 Pro, Huawei P20, Huawei Mate 10 Pro.

And that's only counting the high-ish end. It would be a really long comment if I included all models.

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

#87
post #65

Earlier quoted context omitted.

I don't know if you know the colonial history of China.

Let me share with you some interesting piece of history: https://en.wikipedia.org/wiki/Great_Leap_Forward

Wow, struggle sessions. Sounds like the management style at my employer.

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

#88
post #79
post #76

Currently visiting China for Chinese New Year, and can't help but to notice the anti-US anti-Apple sentiment that arose recently. Although anecdotal, I think the nationalistic sentiment has a lot to do with the dip in sales. To put in perspective, most Chinese netizens are generally pretty critical of the Chinese gov. Chinese with higher educations usually look up to western culture and products. However after the Hu…

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'…

[deleted]

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

#89
post #82
post #35

If you look at market share though it seems to actually be holding solid or growing [1]. This makes me believe a more neutral narrative that it's due to people upgrading from lousy low end android to higher end android much faster than an existing iPhone user would upgrade. The top 25% of the population use iPhones and aren't leaving the Apple platform - the folks who bought a low end phone are upgrading to higher en…

It's Windows vs Mac all over again, people just wouldn't believe it :) 1 company vs 100. All the 100 companies would have to be knuckleheads forever (which is super unlikely, it's basically: "you can fool some people all the time or all the people sometimes, but you can't really fool all the people all the time"). Android is moving up in the world, and except for the US, which was always a bit weird in regards to App…

Windows vs Mac is a very shallow interpretation.

-the affluence level of iOS users dwarf Android users statistically. A person who can afford a $700 iPhone is much more valuable than a person buying a $220 Android phone (the average selling price of an Android phone)

- Apple couldn’t keep up performance wise with the Mac because you had the entire PC industry funding Intel. Hardly anyone is making money selling Android phones. Apple is making 80% of the profit in the phone market.

-iOS is doing well in most affluent countries

https://deviceatlas.com/blog/android-v-ios-market-share

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

#90
post #59
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"

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.

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