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March 16, 2017


Wayne Brady

34% of the world's most valuable markets? Not bad at all. Particularly when you realize that Spain and Italy are in "the rich" countries :)

Should be interesting to see what comes this year for the iPhone. While I still believe that the iPhone's share of total mobile phone market is what you can expect it's final "resting place" to be for it's share of the smartphone market....this year portends well for the Fruit Phone.

We should see the iPhone SE 2 come out. Will Apple keep the SE in the lineup but drop the price $100? A $299 brand new price point could move the needle some.

Then you have the "super cycle" coming up. A new revamped iPhone being released alongside a pent up "these folks are going to upgrade some day, and they are buying iPhones again" demand. We saw what can happen when the iPhone 6 was released. In that case the super cycle was tied to the first large screen iPhones and it pulled sales in from "next year's" follow on. So you have all those who bought the 6, sat out the the 6s and were not tempted by the "same looking" 7. They didn't abandon Apple, they merely postponed.



Sounds to me like Top Gear (a show I never watch) discussing potential sales of new Mercedes models (a brand I never drive).


What I find far more interesting about these numbers is not Android vs. iOS, but the fact that in nearly every significant market the increase in market share came nearly exclusively from Windows Phone finally tanking.


"... in nearly every significant market the increase in market share came nearly exclusively from Windows Phone finally tanking."

Please elaborate, I must be missing something.

Wayne Brady

Given the reported "switcher rate", I believer iOS is still taking share from Android at the high end, Android is mopping up the cheap WP user base

Wayne Brady

Alright, this was the closest recent post to what I wish to discuss -- today's Apple announcements.

Mind you, there was no Apple event. A new iPad and new color for iPhone, some new watch bands, and memory upgrades to the iPad Mini.

What this is, is a rare (or at least a lot less common than the competition) price cut from Apple. Apple picks a price they feel a product "should cost" and then iterates without changing that cost for a good number of years (usually, the original iPhone saw a price cut shortly after release).

iPad sales have been going down for a couple years...and I think Apple has finally concluded the product is no longer "properly priced".

Apple also significantly updated the memory in the iPad mini 4 and the iPhone SE without changing price. Which, is a price drop as well.

You can look at this as "Apple was forced to cut prices" (which they were). You can also look at this as evidence that Apple is willing to reprice a product when they feel they need to. They won't FOREVER keep an product price the market disagree's with.

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