Another record profit for Apple

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Mopetar

Diamond Member
Jan 31, 2011
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Same with screen resolution. Apple had the highest resolution on a phone. Now they don't. What good is all that gpu without the increase resolution? Apple now need bigger screen with higher res to take advantage of that awesome gpu.

Considering that they use the same SoC for their iPad and that's likely to get a screen resolution bump, it makes a certain amount of sense to have a beefy GPU, even if you don't need to use all of it to drive the display.
 

goog40

Diamond Member
Mar 16, 2000
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AT&T reported today, over 80% of smartphones activated in Q4 were iPhones (7.6 million iPhones out of 9.4 million total smartphones). Pretty crazy considering they only sold 4.8 million smartphones total in the previous quarter.

At Verizon, it was over 55% (4.3 million iPhones out of 7.7 million smartphones total).
 

ponyo

Lifer
Feb 14, 2002
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AT&T reported today, over 80% of smartphones activated in Q4 were iPhones (7.6 million iPhones out of 9.4 million total smartphones). Pretty crazy considering they only sold 4.8 million smartphones total in the previous quarter.

At Verizon, it was over 55% (4.3 million iPhones out of 7.7 million smartphones total).

AT&T figure should sound the alarm bells at Google and Samsung. That's total domination by the iPhones.
 

ponyo

Lifer
Feb 14, 2002
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Considering that they use the same SoC for their iPad and that's likely to get a screen resolution bump, it makes a certain amount of sense to have a beefy GPU, even if you don't need to use all of it to drive the display.

I'm not saying it was a bad idea. I would love it if my phone had that gpu even if nothing could take advantage of it. Better hardware is rarely a bad thing. I just wish ip4s had bigger and higher Res to better match it.
 

Red Storm

Lifer
Oct 2, 2005
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For instance, I love the Galaxy Note concept, but why in the hell did they give it capacitive buttons and not put ICS on it? Where's the Verizon LTE version? Why in the hell did they put a stylus in it? Why the slow intro into the US market?

They didn't give it ICS for obvious reasons, the software necessary to support the stylus takes time to integrate into Android and they obviously didn't have time to do that and launch the phone on schedule. Besides the phone is excellent on Gingerbread anyways.

ICS has native stylus support AFAIK. The reason it didn't launch with ICS is because Samsung has their own version of Android (Touchwiz). These phones don't go from design to release in a month. I'm sure the Note was already well under way by the time they got a look at the Nexus and ICS. They have to wait for Google to release the ICS source code and then spend (waste) time implementing Touchwiz on it.


Looks like hardware specs do not nearly matter as much as user experience.

Yep, that's why I got the Nexus.
 

ponyo

Lifer
Feb 14, 2002
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Yep, that's why I got the Nexus.

Same. I knew it didn't have the best hardware. But after owning Galaxy S which had the best hardware of any phone at the release and experiencing the piss poor support and slow official updates, I realized hardware only mattered to a point and there's only one phone worth owning on the Android side. Either get Nexus and get support from Google or not buy Android phone at all. I thought about leaving Android for iOS or WP7 but both lacked features I needed.
 

MrX8503

Diamond Member
Oct 23, 2005
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I'm not saying it was a bad idea. I would love it if my phone had that gpu even if nothing could take advantage of it. Better hardware is rarely a bad thing. I just wish ip4s had bigger and higher Res to better match it.

A higher res would use the GPU to its full potential, but the 4S still benefits somewhat. I recently got to play with a 4S and held it next to my 4 for comparison. The 4S was smoother in all of basic tasks. Switching apps, scrolling, opening folders, panning, everything was smoother.

I wouldn't have known that my iP4 was laggy unless I had it next to the 4S. By the same token a 4S user wouldn't really know how smooth their device was unless they compared it to something else.
 

Fire&Blood

Platinum Member
Jan 13, 2009
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Gotta hand it to Apple. Their software doesn't really require horsepower (no iOS device has more than 512 MB RAM) yet they gave it to the consumer anyway (A5 spanking everything and at it for a while now)

A year ago, I was hoping Android would be more agile in 2011 but the next gen stuff is taking it's time. Kinda disappointed that no one has utilized the same GPU as A5, and for so long. The G Nexus could have used the OMAP 4470 on a die shrink nicely.
 

Patranus

Diamond Member
Apr 15, 2007
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Gotta hand it to Apple. Their software doesn't really require horsepower (no iOS device has more than 512 MB RAM) yet they gave it to the consumer anyway (A5 spanking everything and at it for a while now)

That is the advantage of developing for a closed system. You can highly optimize your software for your hardware platform.

On the other hand when you have software that runs on a variety of platforms you cannot optimize as much with your base software and then rely on manufactures which rarely come through.
 

Mopetar

Diamond Member
Jan 31, 2011
8,510
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Gotta hand it to Apple. Their software doesn't really require horsepower (no iOS device has more than 512 MB RAM) yet they gave it to the consumer anyway (A5 spanking everything and at it for a while now).

I don't know how much truth their is to this, but I recall hearing somewhere that one of the reasons that Apple devices did not have as much RAM is that it reduced the power draw for the devices. The system can certainly get by with what it has, but additional RAM is always nice to have.
 

hans007

Lifer
Feb 1, 2000
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AT&T figure should sound the alarm bells at Google and Samsung. That's total domination by the iPhones.

well it was the quarter they released the 4S. so if the next 3 quarters its all not iphone sales itll be as expected.


the other thing to take note of is that verizon and at&t both lost something like 10 billion combined during Q4 (4 billion was at&T having to write off the failed t-mobile bid), because apple has extorted super high subsidies on the iphone out of them . I would expect that to not last forever , maybe when they renew their deals they renegotiate.
 

Patranus

Diamond Member
Apr 15, 2007
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To debunk the free 3GS "its a 2 year old phone" rumor about phone sales, they only accounted for 4%.

12.01.26-iPhoneSales.jpg
 

Mopetar

Diamond Member
Jan 31, 2011
8,510
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To debunk the free 3GS "its a 2 year old phone" rumor about phone sales, they only accounted for 4%.

12.01.26-iPhoneSales.jpg

What's really interesting about that is that it's still the 3rd best selling phone, at least in the U.S. This would seem to indicate that sales of any individual Android phone are a lot lower than I, or most other people would expect.

Do you have a link to the article containing that graphic or the report from which it came. I'd be interested in reading it.
 

Patranus

Diamond Member
Apr 15, 2007
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goog40

Diamond Member
Mar 16, 2000
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What's even crazier is that 42% of buyers broke their existing contracts early in order to get the 4S.
 

alent1234

Diamond Member
Dec 15, 2002
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well it was the quarter they released the 4S. so if the next 3 quarters its all not iphone sales itll be as expected.


the other thing to take note of is that verizon and at&t both lost something like 10 billion combined during Q4 (4 billion was at&T having to write off the failed t-mobile bid), because apple has extorted super high subsidies on the iphone out of them . I would expect that to not last forever , maybe when they renew their deals they renegotiate.


the numbers scream people trading android for iphones. do you really think it's not going to continue as more android contracts expire?
 

smartpatrol

Senior member
Mar 8, 2006
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the numbers scream people trading android for iphones. do you really think it's not going to continue as more android contracts expire?

You have to wonder how many of these iPhone buyers are people who got stuck with an O.G. Droid for 2 years, all the while jealous of their iPhone-owning friends.

Honestly, all but the most cutting-edge Android phones look and feel like crap compared to the iPhone. It's like having the choice between a cheap netbook or a Macbook Air for the same price. It's not surprising to see people switching.
 

manly

Lifer
Jan 25, 2000
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well it was the quarter they released the 4S. so if the next 3 quarters its all not iphone sales itll be as expected.


the other thing to take note of is that verizon and at&t both lost something like 10 billion combined during Q4 (4 billion was at&T having to write off the failed t-mobile bid), because apple has extorted super high subsidies on the iphone out of them . I would expect that to not last forever , maybe when they renew their deals they renegotiate.
I think the "extortion" you cite is massively overblown. Fronting $400 per iPhone hurts because they sold so many units, but how many months does it take to recoup? I'd argue about 12 months. Over the 2-year commitment, they benefit greatly from subsidizing any high-end smartphone. Smartphone plans generate healthy cash flow for VZ and ATT despite the initial hit to net income.

Isn't there a several hundred dollars subsidy for the Galaxy Nexus and other top smartphones?
 

Puddle Jumper

Platinum Member
Nov 4, 2009
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You have to wonder how many of these iPhone buyers are people who got stuck with an O.G. Droid for 2 years, all the while jealous of their iPhone-owning friends.

Honestly, all but the most cutting-edge Android phones look and feel like crap compared to the iPhone. It's like having the choice between a cheap netbook or a Macbook Air for the same price. It's not surprising to see people switching.

That's a pretty poor anaolgy considering the iPhones mediocre display and fairly standard performance.
 

zerocool84

Lifer
Nov 11, 2004
36,041
472
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You have to wonder how many of these iPhone buyers are people who got stuck with an O.G. Droid for 2 years, all the while jealous of their iPhone-owning friends.

Honestly, all but the most cutting-edge Android phones look and feel like crap compared to the iPhone. It's like having the choice between a cheap netbook or a Macbook Air for the same price. It's not surprising to see people switching.

And the 3GS feels like crap compared to the high end Android phones. Hell, the year old iPhone 4 doesn't even have voice search that's existed on every Android phone since day one.
 

Pliablemoose

Lifer
Oct 11, 1999
25,195
0
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Just a heads up for those predicting a drop off in iPhone sales, they are now being sold in Brazil, China and Russia for the first time, and those sales numbers will be reflected in the next quarterly earnings.

I have a iP4 and I'm definitely not going to say it's the bestest phone in the world, but it works well, and it isn't "tinkery",there's enormous consumer appeal, also, once you get sucked into the Apple ecosystem, you tend to stay there, it's a comfortable place with rainbows and unicorns, LOL...

I do like the current flagship Android phones a lot, but I have to admit I've been reading all the posts about how Android is trumping iOS and knowing what I do about the industry, I've been thinking WTF? how can so much of that stuff be correct, ie: sales figures etc... bottom line seems to be that Google is cooking the numbers as well as the manufacturers counting shipped devices instead of sold devices. Google's stock has taken $100 hit in the last few weeks, Android doesn't generate the kind of money needed to move the stock price of a monster like Google.

As far as the carriers paying Apple for the phones sold, with the contracts they're getting people to sign for all phones that use data, the carriers are making some massive profits, and they're only going to get bigger.

Namaste

(and in the interests of full disclosure, I sold all of my Apple stock today, I'll very likely buy it again, after a pullback and a month before earnings are announced next quarter... And I just made a long call on my WiFi hybrid Republic Wireless LG Optimus with unlimited everything for $29/month)
 
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Pliablemoose

Lifer
Oct 11, 1999
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What's even crazier is that 42% of buyers broke their existing contracts early in order to get the 4S.

Wait till the iP5 comes out, every single person I've suggested wait for the iP5 has bought a 4s... And they're going to want the iP5 bad...
 

snikt

Member
May 12, 2000
198
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Wait till the iP5 comes out, every single person I've suggested wait for the iP5 has bought a 4s... And they're going to want the iP5 bad...

If the iP5 has at least a 4" screen and LTE I'll get one. It may not become my primary phone; I'll have to wait and see the SGS3. If the iP5 has the 2 features I mentioned I will have both the iP5 and SGS3 by year's end.