MobileRead Forums - View Single Post - The Rumored iPhablets Expected In 2014 Will Not Save Apple's Bacon

leebase · 11-21-2013, 10:15 PM

Samsung reported that of the 250million phones they sold, only 100million were "premium" (the type that compete with the iPhone). Apple sold 150million iPhones in the same period. What is happening is the very low end phones are exploding in sales in China and around the world as feature phone replacements. These are not customers who were ever going to buy iPhones.

Apple makes 56% of all profits in mobile phones (not just smartphones). Samsung makes the other 53%. Doesn't add up? Yeah, because all the other companies are actually LOSING money. And yet Apple's "bacon needs to be saved"? Sure. And this is ALREADY with Android having an 80% share of the market. Even so Apple is still walking away with over half the profits...with no "phablet" to "compete".

The coming quarter is going to be HUGE for Apple. Japan's largest telecom, Docomo, finally started carrying the iPhone. In just then 9 days with the release of the iPhone 5S, the iPhone has taken 37% share in Japan which is more than any other phone in history. So this will be the first full quarter of sales for Docomo.

And in December China Mobile is going to launch their LTE service in and the iPhone is the marquee launch phone. CM has more customers than all the US telecoms combined and has never sold the iPhone. Starting mid Dec. they will.

Even with all this, Apple's share of smartphones will continue to decline because the low end is exploding. Apple's sales are still growing quite nicely. And this quarter and next are going to be blockbusters.

11-21-2013, 10:15 PM	#40
leebase Karma Kameleon Posts: 2,960 Karma: 26738313 Join Date: Aug 2009 Device: iPad Mini, iPhone X, Kindle Fire Tab HD 8, Walmart Onn	Samsung reported that of the 250million phones they sold, only 100million were "premium" (the type that compete with the iPhone). Apple sold 150million iPhones in the same period. What is happening is the very low end phones are exploding in sales in China and around the world as feature phone replacements. These are not customers who were ever going to buy iPhones. Apple makes 56% of all profits in mobile phones (not just smartphones). Samsung makes the other 53%. Doesn't add up? Yeah, because all the other companies are actually LOSING money. And yet Apple's "bacon needs to be saved"? Sure. And this is ALREADY with Android having an 80% share of the market. Even so Apple is still walking away with over half the profits...with no "phablet" to "compete". The coming quarter is going to be HUGE for Apple. Japan's largest telecom, Docomo, finally started carrying the iPhone. In just then 9 days with the release of the iPhone 5S, the iPhone has taken 37% share in Japan which is more than any other phone in history. So this will be the first full quarter of sales for Docomo. And in December China Mobile is going to launch their LTE service in and the iPhone is the marquee launch phone. CM has more customers than all the US telecoms combined and has never sold the iPhone. Starting mid Dec. they will. Even with all this, Apple's share of smartphones will continue to decline because the low end is exploding. Apple's sales are still growing quite nicely. And this quarter and next are going to be blockbusters.