Linked by Thom Holwerda on Wed 27th Jul 2011 22:09 UTC
Legal Two different graphs. Both happen to be published at Ars Technica, with one of them coming from a different source. Seemingly completely unrelated, but when you ponder the waterfall of recent lawsuit-related news, these two graphs suddenly tell all there is to tell. These two innocent little graphs illustrate why Apple is attacking Android so ferociously.
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RE[2]: Phones vs tablets
by apoclypse on Thu 28th Jul 2011 00:11 UTC in reply to "RE: Phones vs tablets"
Member since:

No matter how much they grow they still can't touch Apple's revenue and that is the only thing Apple cares about. You seem to be under the impression that Apple not selling as many units as Android hurts them in some way. It doesn't. Steve-o himself has said before countless times that he doesn't care about market share, they care about making money and right now Apple is pretty much shitting on everybody else selling less product to less carriers. So no Thom, this doesn't prove shit. This proves the opposite, it proves that Apple can sell a product to the masses without actually being the market leader and still come out winning.

Reply Parent Score: 8

RE[3]: Phones vs tablets
by ccraig13 on Thu 28th Jul 2011 02:58 in reply to "RE[2]: Phones vs tablets"
ccraig13 Member since:

Exactly. You don't see BMW worrying because Hyundai sells more units.

Reply Parent Score: 3

RE[4]: Phones vs tablets
by tomcat on Thu 28th Jul 2011 03:16 in reply to "RE[3]: Phones vs tablets"
tomcat Member since:

Exactly. You don't see BMW worrying because Hyundai sells more units.

This is essentially the same argument that Apple used when it ceded the bulk of the PC market to Microsoft in the early 90s.

Reply Parent Score: 2

RE[4]: Phones vs tablets
by galvanash on Thu 28th Jul 2011 04:21 in reply to "RE[3]: Phones vs tablets"
galvanash Member since:

Exactly. You don't see BMW worrying because Hyundai sells more units.

That is a totally ridiculous comparison. No one who would buy a Hyundai would ever buy a BMW or vice versa - those are two entirely different market demographics.

If you want to use that analogy fairly, you would have to say something more along the lines of

"You don't see BMW worrying because Lexus sells more units."

That is obviously not true at all, BMW spends a considerable amount of time and energy marketing against the "econo-luxury" car makers...

Im not taking sides here, I like iOS and Android devices. But denying the fact that every Android device sold is a lost Apple sale is just sticking your head in the sand. Any steady increase in Android device volume, even if it is small, represents a serious threat to Apple.

Its not about Apple's huge margin - sure they have a gigantic advantage there. Even if they lost half their sales volume they would still likely always have the margin advantage and will make money...

Its about trajectory - something that frankly matters even more than revenue to Apple's stock price. If Apple is seen to be losing market share that could easily result in a sell-off. Anyone with two brain cells to rub together can see that they are over valued. They could easily lose more money in a week than they make in a year if that happened.

Apple's stock price represents real money - cash they have access to now that is being bet on future performance - they haven't earned a tenth of it yet...

Think about that. Android does not have that problem - there are a multitude of hardware makers and they are not riding high on a cash bubble. Facts are facts, Apple has everything to lose - Android as a platform has little...

Reply Parent Score: 6

RE[4]: Phones vs tablets
by unclefester on Thu 28th Jul 2011 04:26 in reply to "RE[3]: Phones vs tablets"
unclefester Member since:

In another five years BMW will be getting very, very nervous. Hyundai is already well on the way towards directly competing with BMW and Mercedes. Hyundai already have the highest reliability rating in the entire car industry and some of the best engines/drivetrains available.

KIA (a Hyundai subsidiary) design their cars in Germany.

Edited 2011-07-28 04:26 UTC

Reply Parent Score: 2