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August 15, 2014

Comments

adi purbakala

@zlutor

AOSP is about 20%. If tomi said Google Android about 1.3 billion. That's mean AOSP about 300 million phone. Bigger than WP or bb os10(3 million phone?).

adi purbakala

@rottenapple

After nokia got sold to Microsoft, the astroturfer (baron) left us.

cornelius

@zlutor

If you count AOSP as a separate OS, then WP is not the third ecosystem anymore. So problem solved. We already have a third ecosystem, no need for WP. WP can die.

zlutor

@AndThisWillBeToo: shame on me... yes, it is there but I missed it... :(

Gonzo

Samsung, out in the cold.
As we have seen in the PC market, a hardware only business model is not sustainable. Indeed, as smartphones become more and more commoditized, Samsung’s profits margins will soon be squeezed — especially by competitors like Xaomi who is eating their lunch in China and soon in India and every other 100$ smartphone market.

“Google and Android” replace “Microsoft and Windows” in this scenario and at the moment, Samsung is just a front end to deliver more and more customers to Google, like Compaq, IBM, HP, Sony and many others did for Microsoft in the past, we all know what happened.
If Samsung does not find ways to gain more control and deliver their own apps and services to enhance their own profitable ecosystem , they will become another marginalised hardware maker, unavoidable . In the long run, Android is a dead end for Samsung.
interesting bits from all over. Food for thought.

abdul muis

@Gonzo

" In the long run, Android is a dead end for Samsung. interesting bits from all over. Food for thought. "

So what... Kodak afraid that digital camera will eat their film camera, and they got cannibalize by others. With android, samsung might got hit by xiaomi etc, but it will survive if they can compete, otherwise they might be down like HTC, but that's not our problem, and it's a good things for us.

As for apple, do NOT think that apple immune to this situation. Apple will be drag into lower margin and collapsing market just like BB in a sudden death, and I predict that's NEXT QUARTER.

I PREDICT that the 4.7" iphone & 5.5 iphone is the pandora box for apple. With that big screen, apple will lose their market at the mid-low end. Up until now, apple sold several market segment with their old phone. Their old phone is about 60%-70% of the phone they sell. With the iphone 6 with 4.7" screen, apple will serve the high end with big screen, but the mid-low end with small screen. This is the part that the mid-low market will look at the alternative with big screen, and the fall of apple. Unless apple took Tomi's advice, and re-introduce the 5S & 5 with 4.7" & 5.5".

Winter

@Boron95
"This could be huge. As an Apple investor, I couldn't be happier. As a user, I'm mildly excited.

Let the iPhone 6 era begin."

To teh MOON

AndThisWillBeToo

@Baron95
"WindowsPhone is solid #2 OS."
I hope that was a typo. Or then something terrible happened to iOS last night.

RottenApple

Blah, blah, blah.

Apparently Baron still suffers from the delusion that most Android users would use Apple if specs were the same. How ridiculous! Again, this shows his extreme tunnel vision, trying to judge the world market from a purely American perspective, not realizing that things are different elsewhere.

Reality check: Many people use Android because they DO NOT LIKE Apple's walled garden ecosystem.


I'll expect one spike this fall, because there's certainly some users out there who chose a large screen Android over an iPhone due to lack of alternatives, but once these have been served, things will settle down.

It also depends a lot on the price Apple demands. Let's not forget that the first Full-HD Android phones for less than $400 have started to appear on the market. Apple also needs to compete against these - and these phones are only getting better over time.
Yes, exciting times indeed. Let's see if Apple can maintain their extortionist prices in a market where comparable hardware costs only half as much...

Gozalo

@Abdul
"Apple will be drag into lower margin and collapsing market just like BB in a sudden death, and I predict that's NEXT QUARTER.

Their old phone is about 60%-70% of the phone they sell.

Unless apple took Tomi's advice, and re-introduce the 5S & 5 with 4.7" & 5.5".""


Some of your comments, either you are trolling or you are lost.
Total revenue MacDonalds 2013 - 29 billion $ / Total Apple NET PROFIT 2013 - 37 billion $

Half of it related to iPhone, apple makes more net profit without the iphone than many fortune 500 companies at the revenue level and you predict that next quarter apple is dead.

Hilarious, you are a troll. A few months ago a madman analyst predicted that if Apple didn't release a iWatch within 60 days it was over for them, the laughing stock of them all just beaten by you.

Eventually apple will feel pressure and probably lower the price so they won't make 37 billion net profit but 30 billion.. peanuts that will make them go broke.

If Apple would follow advise ... Steve Ballmer - The iPhone is useless, Bill Gates - The Ipad, good we didn't do such thing, John Dvorak a lot of nonsense etc .

It seems to me that it's the way around people should take advise from Apple, look Samsung and Xiaomi did ! Not only they copy the products, packing, look, feel etc but even the presentations.. you are a funny troll.

AndThisWillBeToo

HTC is not coming back to the Top 10, folks. They just signed their death wish and launched a Windows Phone version of their One M8 smartphone.
Carrier boycott will hit them so hard they'll be out of the top 20 by the end of Q3. We have SO seen this before.

adi purbakala

@rottenapple

Actually barron is not delusional. What he did is a marketing strategy trick to make our inner mind to always suggest that apple is the best and android is just a cheap imitation. Just look after he said that some might write something like "apple I'd the best", "android is still being apple", etc.

@gozallo

So you think apple is immune to android success? Maybe you should notice that apple only strong in several country indicating that in delicate situation.

RottenApple

@adi purbakala:

"Half of it related to iPhone, apple makes more net profit without the iphone than many fortune 500 companies at the revenue level and you predict that next quarter apple is dead."


Heh, yes...
He sure sounds like an Apple salesperson, doesn't he...? ;)

@AndThisWillBeToo:

I wonder how much money they get from Microsoft so they can get one tiny bit of good press as a result...

RottenApple

Oops, sorry, left some bad copy/paste garbage in my message...

Winter

@boron95
"And the *fact* remains that, for the first time ever there will be an iPhone model launch that will have HW spec parity and wide distribution. We have never ever seen that."

Are you saying that the iPhone6 that will be released this fall will match last years Android HW?

abdul muis

@Gozalo

Yes, I'm calling that the time that apple bring the large screen phone will be interesting in apple market share. IF apple ONLY have the large screen as their flagship (not doing what tomi's has been telling them for years, i.e. creating the medium-price iphone with big screen too), Apple market share WILL DIP!!!! and this might be IRREVERSIBLE just like BB marketshare drop. The reason is, Apple validating the big screen, but not giving the iSheep that were medium market a way to owned big screen. This market (iSheep) will run to android....

About Apple net profit today IS NOT a sign/indication that apple will do the right things in the future. Blackberry (was RIM) income/profit was also big, but it goes down dramatically.

Contrary to the article you mention about apple iWatch, i think Apple should not release it, because it will just a blatant copy of Android wear, and it would only make apple brand tarnish.

abdul muis

@baron

WHAT YOU WRITE:
"LOL - this when Apple stock price just hit an all time high today. And that is when the current generation iPhone (responsible for over 50% of Apple's profits) is in its last legs, about to be replaced by the biggest incremental change in iPhone generations ever - with the larger screens, likely sapphire glass, etc.

And consumers will benefit mightily. I consider that the iPhone 6 will be the fist time that an Apple product will be on par HW wise with the competition. This has never happened before. The original iPhone was 2G in a sea of 3G phones. The current iPhones are 4" devices in a sea of 5" phones. Up to now, Apple buyers had to settle for lower HW specs to take advantage of the iTunes/iCloud ecosystem. Now, they can, for the first time, have their cake and eat it too.

This could be huge. As an Apple investor, I couldn't be happier. As a user, I'm mildly excited."

WHAT I READ:
C'mon guys, don't resist, please make apple bigger in profit and sales number. You could also benefit from this from the apple share if you just shut up and do what other iInvestor (iSheep in suit) did. Why should you resist and do Google all the time? Fighting make less profit.

Furthermore, this is the time that iphone might be great. iphone 2G was sucks. It's not 3G. iphone 3G was sucks, the screen were small. iphone with 4" screen also sucks. I hate using that small screen when everybody else using 5" phone. This is the first time I'm very excited. Please don't jinx this. I want to be happy and proud. Happy because my share giving me money, and proud because my phone is finally catching up with android.

abdul muis

@winter

"Are you saying that the iPhone6 that will be released this fall will match last years Android HW?"

He's finally reveal a secret that up till now, iphone were NOT ON PAR with android.

abdul muis

@adi purbakala

"So you think apple is immune to android success? Maybe you should notice that apple only strong in several country indicating that in delicate situation."

I read somewhere that android is on the rise in USA. I think it might be interesting if iphone in USA could mirror what iphone in other country were.

abdul muis

@Piot

Android premium = 20% of 253.1 million = 50.6 million phone
Apple $400+ (including iphone 4S, 5, 5C) = 82% x 35.2 million = 28.8 million phone

That's mean, MORE ANDROID PREMIUM PHONE COMPARED TO IPHONE!!!!
So, the argument that apple sell more premium device IS INVALID!!!!

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