Linked by Thom Holwerda on Fri 28th Oct 2011 14:49 UTC
PDAs, Cellphones, Wireless Remember when Apple surpassed Nokia to become the world's best-selling smartphone manufacturer? Well, Apple only had one quarter to enjoy this title, since Samsung just soared past them by quadrupling its smartphone shipments, making Samsung the largest smartphone manufacturer in the world. Update: As was noted in the comments, Apple also uses shipments - they just call them sales. Straight from their SEC filing.
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RE: deja vu all opver again
by bowkota on Sat 29th Oct 2011 14:20 UTC in reply to "deja vu all opver again"
bowkota
Member since:
2011-10-12

A relatively open software platform with a vast array of models beats a closed proprietary platform with a tiny model range. Anyone with half a brain could have predicted that this would happen.

Obviously Steve Jobs didn't learn any lessons from his previous two fsckups - the original Mac and NeXT.


Seems like you've misinterpreted the definition of deja vu.
Increased sales year over year and more than 50% profits of the entire phone market (yes not just smartphones).
http://www.asymco.com/2011/07/29/apple-captured-two-thirds-of-avail...

Oh and this "open" platform is so great for the users, oh wait....
http://theunderstatement.com/post/11982112928/android-orphans-visua...

Edited 2011-10-29 14:21 UTC

Reply Parent Score: -1

unclefester Member since:
2007-01-13

There is a saying in investment circles.

Past performance is no guarantee of future earnings.

Within five years time.

a) all phones will be smartphones (unlocked smartphones currently cost as little as $50 in China)

b) quality tablets will be incredibly cheap (less than $100). The Chinese are already selling unlocked 10" tablets with capacitative touchscreens for $200. That price will drop to $150 within a matter of months,

C) per unit profit margins will be tiny ($5-10).

So how is Apple going to mega profitable when they are hundreds of much cheaper products competing covering every single market segment?

This is how the PC almost killed Apple back in the mid 1990s.

Reply Parent Score: 4

kristoph Member since:
2006-01-01

This is how the PC almost killed Apple back in the mid 1990s.


Yep, and look how that turned out. (Hint: Apple is worth more then Microsoft, Dell, HP, etc.)

There will always be a market for premium products. I could drive a very nice USD 20k car but I choose to drive a USD 80k car as do millions of consumers throughout the world.

Reply Parent Score: 1

RE[3]: deja vu all opver again
by bowkota on Sun 30th Oct 2011 10:45 in reply to "RE[2]: deja vu all opver again"
bowkota Member since:
2011-10-12

There is a saying in investment circles.

Past performance is no guarantee of future earnings.

Within five years time.

a) all phones will be smartphones (unlocked smartphones currently cost as little as $50 in China)

b) quality tablets will be incredibly cheap (less than $100). The Chinese are already selling unlocked 10" tablets with capacitative touchscreens for $200. That price will drop to $150 within a matter of months,

C) per unit profit margins will be tiny ($5-10).

So how is Apple going to mega profitable when they are hundreds of much cheaper products competing covering every single market segment?

This is how the PC almost killed Apple back in the mid 1990s.


Smartphones for $50 and tablets for €200 ?
Don't think so...
You do realise that the push is to make these devices as powerful as possible. Better screen, better cpu, more ram, better battery life, better camera. Add it up and that means that they're not going to approach $200 anytime soon, not the ones that are selling's in big numbers anyways.

Take a look at the music player market evolved these past 10 years and you'll get the idea.

Reply Parent Score: 0

unclefester Member since:
2007-01-13

Ever heard of Motorola and RIM?

Ten years ago Motorola totally dominated the high end phone market. Five years ago it was RIM. Motorola has gone and RIM is in serious decline.

Apple has a tiny portfolio of rapidly aging hardware products that are vulnerable to competition.

Reply Parent Score: 3