Linked by Thom Holwerda on Fri 24th Aug 2012 23:54 UTC
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Member since:
2011-04-25
To further expand on my points about the addressable market and value from its participants.
"40% of iPhone revenue comes from the US, so 4.5% of the world's population is responsible for 40% of iPhone revenue. This means that the remaining 60% comes from 95.5% of the world's population. "
Yes. Apple gets 40% of its iPhone wealth from 4.5% of the world's population by having 30% market share (greater share than any other competitor in the market, with far higher profits too) of the most important mobile market and it gets 60% of its iPhone wealth from the 60% of world that is currently addressable.
Also, and this is the funniest:
Take away America. Go ahead! Chop 40% of the iPhone out, and Apple's market value is still greater than Samsung's TOTAL mobile phone market value... profits are still 2x, or even 3x, those of Samsung's, its nearest most profitable competitor, TOTAL profits.
Sounds like an awfully fragile basket of eggs!
Edited 2012-08-25 19:38 UTC