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« Nokia HMD Comeback? First Year Finishes with 8.7 Million Smartphones Shipped and 1.0% Market Share by Year-End (Updated) | Main | iPhone Quarter, ZTE Troubles, Facebook Troubles, Nokia Come-back »

February 27, 2018

Comments

Petteri

For all those who said HMD won't keep their word: Nokia 3 Android Oreo update is available for download.
https://twitter.com/sarvikas/status/984023358340849666

Jim Glue

I am no officially impressed. Nokia has a great niche for themselves if they keep this up. Good on ya HMD

Jim Glue

Should read, "I am NOW officially impressed"

Lollz

That’s quite an achievement when deep-rooting Apple fanboi is impressed.

Jim Glue

Tech fan. I've been waiting for a low cost Android provider to commit and deliver on OS upgrades.

Abdul Muis

Samsung smartphone market shares in China, India dwindling
https://www.digitimes.com/news/a20180418PD204.html

Samsung saw its share in China's smartphone market slide to 0.8% in the fourth quarter of 2017 from a high of 20% five years ago, according to data compiled by Strategy Analytics.

Samsung's market share in China actually fell from 3.1% in the first quarter of 2017 to 2.7% and 2%, respectively, in the second and third quarters. For all of 2017, the vendor had a 2.1% share in China, which was about one-fifth of the level seen in 2013, according to other data.

Samsung, which had been the top smartphone vendor in India for six years, was outperformed by Xiaomi and relegated to second place in the fourth quarter of 2017, with its share falling to 23.9% from 26.2% a quarter earlier.

Tuomo

ZTE’s U.S. technology ban could leave it without access to Android
https://www.digitaltrends.com/mobile/zte-android-ban/

Lima

It looks like iPhone sales are even worse than thought


https://www.cnbc.com/2018/04/19/analysts-worry-apple-iphone-sales-are-even-worse-than-they-thought.html

Phil W

I've been wondering when I would finally get the Oreo upgrade to my Nokia 5, the monthly security updates have been reliably delivered. Well Oreo 8.1 arrived this morning with the April security upgrade, so happy days.

Abdul Muis

@Lima

There's a rumors Apple will finally use their secret weapon to make a come back. The dual-SIM!!

pacala

@abdul

It looks that iPhone X will be killed this year! That would be great!

https://www.cnbc.com/video/2018/04/20/apples-iphone-x-will-be-killed-off-this-year-analyst-says.html

pacala

@Tomi

Maybe we will get after all virtual SIM?

Justice Department investigating AT&T and Verizon for blocking eSIM adoption, Apple reportedly filed complaint

https://appleinsider.com/articles/18/04/20/justice-department-investigating-att-verizon-gsma-for-blocking-esim-adoption

Alan W.

I’ve seen reference to the Counterpoint Research analysis in a couple of articles:

“All of that apparent bad news came after Counterpoint Research revealed this week that Apple’s iPhone X captured 35% of the smartphone market’s profits during the fourth quarter. Apple’s iPhones collectively captured 90% of smartphone profits during the period.”

Those numbers don’t seem realistic to me. Both sources seem to have a pro-Apple bias, and I’ll admit to not being a big fan of Apple, but I am interested in your take on this Tomi.

P.S. Great website!

Per "wertigon" Ekström

Apple units down as much as 5M from expected 42-43M? Ouch.

Should Apple hit expected units of 42-43M, that means a MASSIVE down from last year - AND if my numbers hold true at around 1.4B units worldwide, this means Apple will end up at 12.5% market share at end of the year.

Now investors are saying the units are even worse, maybe as low as 38M?

OUCH!

Abdul Muis

@PWE

Perhaps that's the reason that Apple finally bowed down to user demand....
Bigger screen, dual SIM
(there's a rumors that next iPhone will be as big as Galaxy Note 8, and dual sim)

Tester

Maybe it's just that the high end market has reached its saturation point?

I wouldn't be surprised if an increasing number of users doesn't want to spend $700+ bi-anually for the latest and greatest new shiny toy. That will inevitably put pressure on the companies in this market, and Apple with its lack of diversity is the one with the least room to operate.

Like it has been said countless times: All the profit in the world will mean nothing if the inevitable market share erosion makes the project ever more niche. At some time third party support will be reduced and a downward spiral be entered.

Jim Glue

Apple is the one with the LEAST room to operate? Apple is the company with the best brand power and the only one with pricing power. It is an absurd notion that Apple CAN'T lower their prices and that Apple CAN'T accept lower margins. Of course they can. They have the best operations in the business.

What we have witnessed these past 10 years is that Apple hasn't HAD TO join the race to remove all margin from making smartphones. Everyone else...EVERYONE else has. They are the ones with no NEW options because they are already creating phones and pricing them as cheaply as they can.

Most all the major players also TRY to play in the iPhone league, and only Samsung has had any success of note. And that success continues to collapse as Samsung, not Apple, is the company most affected by cheap Android "good enough's".

Third party support isn't going anywhere because Apple already has huge and profitable scale all by itself. Profits for everyone who participates in the Apple ecosystem.

I have no dispute with the notion that they time may have come or may be coming soon when customers stop being willing to pony up $700 every two ears. I just disagree that Apple will continue to price their products far more than the "market Apple wants" is willing to pay. Notice "market that Apple wants" is not equivalent to "the entire world market".

Consider the iPad. Apple let sales fall for three straight years before finally lowering the price of the basic iPad from $499 to $329 ($299 for schools/students).

There will be high end iPhoneX/iPad Pro's and their will be "mainstream middle class" "the New iPad" and "the new iPhone". Apple is odd in having quite a few of it's major products sell the most of the high end version. The Macbook Air has been their #1 selling laptop while the top end Macbook Pro's cost the most and sell less.

This normalcy will come to the iPhone as it has the iPad.

Tester

No, Apple cannot lower prices too much. They cannot afford to lower their profit margin because that's all what their reputation is about: Making money.
Once they stop reporting record profits their shield of invulnerability will be gone and that won't go without some serious repercussions on how they will be perceived by the public.

Jim Glue

That's silly, Tester. The price of every Apple product comes down. To be sure, Apple is rarely the price leader. Already the entry point for a new iPhone is $350, just over half the traditional $650 price of a new iPhone. Last year Apple put out 8 models of iPhones...keeping the iPhone 6s/6s+ in the lineup with the SE, 7,7+,8,8+ and X. That's three more than the year before. One upscale model and 2 lower end models.

The iPhone 6s is still a very nice phone...and at $449 a good price.

There is zero indication that Apple is LOSING sales to Android to any significant degree. People still love their iPhones. They just hold onto them longer. Because they can.

Tester

You cannot count old models when talking about the prices of the new ones.

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