AAPL - Apple Inc.

[constructive]

interesting development. apple has new phone products out and this report says they lost share to windows and android. my assmption is they did not lose share to bbry.

 

http://www.streetinsider.com/Insiders+Blog/Windows+Phone,+Android+Steal+Share+from+iOS+in+Several+Key+Markets+%28MSFT%29+%28AAPL%29/9026453.html

 

The iPhone 5s and 5c were only out a few weeks in Q3 and were in tight supply in most markets. Apple should gain market share in almost all markets in Q4.

[Guest valueInv]

http://venturebeat.com/2014/01/07/apple-app-store-sales-2013/

 

Back of the envelope -  if they pay developers 30% of revenues, they paid out about $7B in 2013. If total payout to developers since the app store launch is $15B, almost half of cumulative revenues was in 2013. Not a bad growth rate.

[Guest valueInv]

interesting development. apple has new phone products out and this report says they lost share to windows and android. my assmption is they did not lose share to bbry.

 

http://www.streetinsider.com/Insiders+Blog/Windows+Phone,+Android+Steal+Share+from+iOS+in+Several+Key+Markets+%28MSFT%29+%28AAPL%29/9026453.html

 

The iPhone 5s and 5c were only out a few weeks in Q3 and were in tight supply in most markets. Apple should gain market share in almost all markets in Q4.

 

So according to Kantar, Apple have 17% of China in Nov.

 

According to Counterpoint, Apple had 12% share in Oct

http://www.cnbc.com/id/101266797

 

According to Canalys, Apple had 5% of China on 2Q

http://www.bloomberg.com/news/2013-08-09/apple-loses-china-smartphone-market-share-to-cheaper-models-1-.html

 

Wow! Apple is tripled marketshare since 2Q!!

 

Kantar actually shows marketshare increasing at an exponential pace!! ;D ;D ;D

 

[Guest valueInv]

Say what?

 

http://www.wired.com/business/2014/01/samsung-versus-apple/

[plato1976]

don't think this reporter knows what he's talking about

;

samsung is far from "pepsi" , far far far from

 

 

Say what?

 

http://www.wired.com/business/2014/01/samsung-versus-apple/

[Liberty]

don't think this reporter knows what he's talking about

;

samsung is far from "pepsi" , far far far from

 

You mean better or worse?

[Liberty]

http://online.wsj.com/news/articles/SB10001424052702303754404579308443948192068

 

The International CES trade show is no longer the prime launching ground for mobile phones. But an early read from this week's conference points to one, literally big trend: Smartphone makers are pushing screen sizes even larger.

 

But big sales of such devices might not follow suit.

 

Larger screens are in demand, but they remain a small part of the broader smartphone market. According to estimates from Kantar Worldpanel ComTech, phones with screen sizes at five inches and larger accounted for about 15.2% of total smartphone sales in the U.S. during October and November. And that period saw the launch of Samsung's Galaxy Note 3, sporting a 5.7-inch screen.

 

Large phones have gotten a lot of media hype and do sell well, but I think there's a disconnect between the general perception and the real numbers.

 

Apple taking its time and sticking to its 'tic-toc' approach with S model years was probably the right thing. After all, the iPhone screen did grow between the 4 and 5 models, so it's not like they did nothing. Now I expect the 6 to branch off in two sizes, and hopefully the bigger one will use the extra volume to do some cool stuff that isn't easy to do in the smaller model.

 

Apple already leads in energy-efficiency (most competing phones that come close to the A7 in benchmarks are much bigger with bigger batteries and more surface to dissipate heat - smartphones that are iPhone-sized don't match it in power and battery life), so it'll be interesting what they can do with a much bigger surface for heat dissipation and much bigger battery.

[Guest valueInv]

http://online.wsj.com/news/articles/SB10001424052702303754404579308443948192068

 

The International CES trade show is no longer the prime launching ground for mobile phones. But an early read from this week's conference points to one, literally big trend: Smartphone makers are pushing screen sizes even larger.

 

But big sales of such devices might not follow suit.

 

Larger screens are in demand, but they remain a small part of the broader smartphone market. According to estimates from Kantar Worldpanel ComTech, phones with screen sizes at five inches and larger accounted for about 15.2% of total smartphone sales in the U.S. during October and November. And that period saw the launch of Samsung's Galaxy Note 3, sporting a 5.7-inch screen.

 

Large phones have gotten a lot of media hype and do sell well, but I think there's a disconnect between the general perception and the real numbers.

 

Apple taking its time and sticking to its 'tic-toc' approach with S model years was probably the right thing. After all, the iPhone screen did grow between the 4 and 5 models, so it's not like they did nothing. Now I expect the 6 to branch off in two sizes, and hopefully the bigger one will use the extra volume to do some cool stuff that isn't easy to do in the smaller model.

 

Apple already leads in energy-efficiency (most competing phones that come close to the A7 in benchmarks are much bigger with bigger batteries and more surface to dissipate heat - smartphones that are iPhone-sized don't match it in power and battery life), so it'll be interesting what they can do with a much bigger surface for heat dissipation and much bigger battery.

 

A lot of Android vendors built larger phones not because customers are clamoring for them but because it was the only way to be on par with the iPhone. Android requires (until Kit Kat) more processing power and more memory to even look competitive to the iPhone - there for more battery power. How do you hide a larger battery? Yup, behind a larger screen.

 

[Guest valueInv]

subsidy model going bye bye....

 

http://www.afterdawn.com/news/article.cfm/2013/12/11/at_t_smartphone_hardware_subsidies_are_likely_dead_into_the_future?utm_source=adeng_news&utm_medium=tickerbar&utm_campaign=englishNews

 

Yeah, sure  ::):

 

http://www.bloomberg.com/news/2014-01-03/at-t-seeks-to-poach-t-mobile-customers-with-450-in-credits.html

 

Yup, going bye bye alright  ;):

 

http://venturebeat.com/2014/01/08/t-mobile-will-pay-you-to-leave-competitors-early-up-to-350-per-line-for-5-lines/

[Guest valueInv]

subsidy model going bye bye....

 

http://www.afterdawn.com/news/article.cfm/2013/12/11/at_t_smartphone_hardware_subsidies_are_likely_dead_into_the_future?utm_source=adeng_news&utm_medium=tickerbar&utm_campaign=englishNews

 

Yeah, sure  ::):

 

http://www.bloomberg.com/news/2014-01-03/at-t-seeks-to-poach-t-mobile-customers-with-450-in-credits.html

 

Yup, going bye bye alright  ;):

 

http://venturebeat.com/2014/01/08/t-mobile-will-pay-you-to-leave-competitors-early-up-to-350-per-line-for-5-lines/

 

Boy, this cutting subsidies disease seems to be spreading  ;):

http://blogs.wsj.com/digits/2014/01/08/chinese-carriers-cut-iphone-contract-prices/

[Guest wellmont]

http://online.wsj.com/news/articles/SB10001424052702303754404579308443948192068

 

The International CES trade show is no longer the prime launching ground for mobile phones. But an early read from this week's conference points to one, literally big trend: Smartphone makers are pushing screen sizes even larger.

 

But big sales of such devices might not follow suit.

 

Larger screens are in demand, but they remain a small part of the broader smartphone market. According to estimates from Kantar Worldpanel ComTech, phones with screen sizes at five inches and larger accounted for about 15.2% of total smartphone sales in the U.S. during October and November. And that period saw the launch of Samsung's Galaxy Note 3, sporting a 5.7-inch screen.

 

Large phones have gotten a lot of media hype and do sell well, but I think there's a disconnect between the general perception and the real numbers.

 

Apple taking its time and sticking to its 'tic-toc' approach with S model years was probably the right thing. After all, the iPhone screen did grow between the 4 and 5 models, so it's not like they did nothing. Now I expect the 6 to branch off in two sizes, and hopefully the bigger one will use the extra volume to do some cool stuff that isn't easy to do in the smaller model.

 

Apple already leads in energy-efficiency (most competing phones that come close to the A7 in benchmarks are much bigger with bigger batteries and more surface to dissipate heat - smartphones that are iPhone-sized don't match it in power and battery life), so it'll be interesting what they can do with a much bigger surface for heat dissipation and much bigger battery.

 

incredible. 15% (from nothing in about 2 years) of premium smartphones are larger devices. and apple has no representation there. I wonder whether Apple's copy will take it's cues from Samsung, LG, or Sony?

[Palantir]

Neither, I think it is more likely it will be like the ipad mini, perhaps with the fingerprint scanner embedded into the screen. It feels like there is too much white space all over the iPhone 5/S

[Liberty]

incredible. 15% (from nothing in about 2 years) of premium smartphones are larger devices. and apple has no representation there. I wonder whether Apple's copy will take it's cues from Samsung, LG, or Sony?

 

15% of sales, during a month when there was a high-profile launch, not of installed base. Not surprising since pretty much all higher-end phones from non-Apple manufacturers are big (because they need the bigger battery to be competitive).

 

If you call making something bigger or smaller "copying", you must really be up in arms at how Android phones copied the iPhone's hardware and software rather than keep going in the direction they were going before it came out, or how everybody came out with similar tablets after the iPad came out, etc. Heck, just the rumor that Apple was working on a watch was enough for everybody and their dogs to rush out crappy watches.

 

I think Apple's bigger phone will look to be in family with the regular-sized iPhone 6, however that turns out to look. No reason to make it look like a iPad since a phone and a tablet have different design requirements.

[fareastwarriors]

Apple Devices Flow Into Corporate World

 

http://online.wsj.com/news/articles/SB10001424052702304244904579278560822979176?mod=WSJ_business_LeadStoryRotator

[Liberty]

2.5-hour podcast about the original iPhone introduction 7 years ago:

 

http://5by5.tv/prompt/30

 

Interesting to hear Jobs announce it and realize just how many of the things that we take for granted now were totally new at the time. The first reveal still gives me goosebumps.

 

You can also watch the whole keynote on youtube, of course. I recommend it to those who hadn't seen it at the time.

[Guest valueInv]

http://finance.yahoo.com/news/time-admit-apple-knows-exactly-140947929.html

 

You don't say.

[Guest valueInv]

Another good one:

 

http://youtu.be/jiyIcz7wUH0

 

So they seem to have addressed their marketing problems.

 

The biggest remaining problem is pricing and distribution in Europe, IMO. Let's see if Angela can fix that.

[fareastwarriors]

Cost of Cool in India? An iPhone

 

http://www.nytimes.com/2014/01/13/business/international/cost-of-cool-in-india-an-iphone.html?ref=business

[Liberty]

http://tech.fortune.cnn.com/2014/01/13/apple-china-jake-seoul/

 

A more local perspective on Apple in China. Good read. Clearly Tim Cook's long-term obsession with China has been paying off. It'll be interesting to see what Angela A. can do to further boost the brand by finally building out a China-sized store network there.

[Guest valueInv]

Android is catching up with iOS:

 

http://vr-zone.com/articles/android-distribution-numbers-jelly-bean-nears-60-kitkat-sluggish-rise/69262.html

 

I mean, last year's release is getting close to iOS 7's 75% adoption rate.

[Palantir]

If true, Apple disagrees with the Koolaid Liberty and ValueInv have been selling. "We're only going to focus on the really high end  in a poor country".

 

http://bgr.com/2014/01/14/iphone-4-relaunch-india/

 

The iPhone 4 is a crappy product at its price point and better Android phones are available at that price level. This would also refute the other Koolaid.

[Guest valueInv]

If true, Apple disagrees with the Koolaid Liberty and ValueInv have been selling. "We're only going to focus on the really high end  in a poor country".

 

http://bgr.com/2014/01/14/iphone-4-relaunch-india/

 

The iPhone 4 is a crappy product at its price point and better Android phones are available at that price level. This would also refute the other Koolaid.

 

Don't make me laugh.

[Liberty]

If true, Apple disagrees with the Koolaid Liberty and ValueInv have been selling. "We're only going to focus on the really high end  in a poor country".

 

http://bgr.com/2014/01/14/iphone-4-relaunch-india/

 

The iPhone 4 is a crappy product at its price point and better Android phones are available at that price level. This would also refute the other Koolaid.

 

If this rumor is true...

 

The iPhone 4 is not a cheap, compromised product. It's just older. It was their flagship product not long ago and is an access point into the iOS ecosystem, and there's still millions of people who are using it happily today (it supports the last version of its OS, unlike ANY Android phone of the same age). If Apple saw an opportunity to sell it at high margins in India (possibly higher than with more recent products), good for them. They usually sell 3 generations of products, and there they might sell 4. That's bad?

 

Anyone buying it won't expect to run the latest games, obviously, but for the rest they can still have quite a good experience. Just like if they decided to sell older generation iPods in India. Good for them, how is that bad? I'm sure most other smartphone makers wish their older products saw demand for that long. You probably couldn't give away an Android phone 3.5 years after it came out...

[Palantir]

No, the iPhone 4 is a crappy product, especially at anything above $400. There are some great phones available in that range. If they sell below that price, adios to margins.

 

Seems to me that Apple will be depending upon the prestige of its brand name rather than on selling a high quality product.

[Guest valueInv]

No, the iPhone 4 is a crappy product, especially at anything above $400. There are some great phones available in that range. If they sell below that price, adios to margins.

 

Seems to me that Apple will be depending upon the prestige of its brand name rather than on selling a high quality product.

 

Maybe you should take a look at how many units of that "crappy" product Apple sold.

 

Just because some guy on the Internet says its a crappy product doesn't make it one.