Apple iPhone 6 sales disappoint, shares plummet 7%

[stlc8tr]

Going from a note 3 to a note 4 I definitely saw a difference. Now looking at my son's and my gfs S4 it looks archaic.

Yeah, I forgot about pentile. That reduces apparent resolution by quite a bit.

I should modify my statement to say "can anyone tell 1080 from 1440p on a full RGB stripe display". 😀

 

[Artdeco]

Going from a note 3 to a note 4 I definitely saw a difference. Now looking at my son's and my gfs S4 it looks archaic.

Yes, the Note 4 screen really looks great, I was surprised at how good it looks compared to other phones.

Also, met a guy at work, (I meet a ton of people) that does "reputation management" on the internet, interesting job.

I wonder if Achtung! is known to Purch, if not, I think he owes them some $.

 

[mrochester]

I personally think Apple's opportunities in China are great. China is a developing economy with an ever increasing middle class who have a lot more disposable income. As Apple's labour costs in China rise due to the continuing development of the economy, so do their sales to those new middle classes to balance it out.

Likewise, as labour costs in China rise and customers move further and further away from cheap Android phones, China's low end phone manufacturers are squeezed out of the market.

 

[stlc8tr]

If Apple's iPhone sales "disappoint", what should we call Samsung's numbers?

http://www.cnet.com/news/galaxy-s6-fails-to-bring-back-samsungs-mojo/

http://www.bloomberg.com/news/artic...sses-estimates-as-galaxy-s6-phone-disappoints

Samsung's Galaxy S6 was supposed to turn its fortunes around. Instead, the company reported its seventh straight profit decline and will be cutting the price of its three-month-old device to attract new buyers. The South Korean electronics giant, which released its massively redesigned smartphone in April, reported sales and profits in line with its downbeat estimate from earlier this month. Sales dropped 7.3 percent from the previous year, while Samsung's operating profit slid 4 percent

 

[Artdeco]

If Apple's iPhone sales "disappoint", what should we call Samsung's numbers?

http://www.cnet.com/news/galaxy-s6-fails-to-bring-back-samsungs-mojo/

http://www.bloomberg.com/news/artic...sses-estimates-as-galaxy-s6-phone-disappoints

Don't bother, he can't keep his stories straight anyway, LOL.

Samsung is cratering, squeezed out by Apple on the high end, abandoning the enthusiast crowd by dumping user replaceable batteries and memory expansion, and getting hurt by the low and mid range phones by Chinese manufacturers.

And seriously, what the hell are they thinking by making a phone like the Edge with such terrible battery life?

 

[Commodus]

This is why the "but Android phones are cheaper!" trope is so misleading. Some of them are genuinely better values... but in many cases, it's because they're not selling at full price. Apple keeps its prices largely the same because it knows it'll still sell briskly.

 

[dawheat]

Don't bother, he can't keep his stories straight anyway, LOL.

Samsung is cratering, squeezed out by Apple on the high end, abandoning the enthusiast crowd by dumping user replaceable batteries and memory expansion, and getting hurt by the low and mid range phones by Chinese manufacturers.

And seriously, what the hell are they thinking by making a phone like the Edge with such terrible battery life?

No need to be melodramatic. Samsung seems to have stabilized their bleeding and revenue decrease y/o/y is single digits - same as last quarter.

They do seem to be facing an era of lower smartphone profits, balanced out by higher component profits which at the end of the day to Samsung Electronics as a whole seems fine. By using more homegrown components, especially SOC, profits have moved to a different unit.

y/o/y they seem to be standing still (unlike pretty much every other non-Chinese Android OEM), though are not growing which is a concern. Where they go from here continues to be interesting - I don't think any phone besides the S6/Edge or Note 5 are straight up competitors to Apple.

 

[Mopetar]

This is why the "but Android phones are cheaper!" trope is so misleading. Some of them are genuinely better values... but in many cases, it's because they're not selling at full price. Apple keeps its prices largely the same because it knows it'll still sell briskly.

From the consumers point of view, they are less expensive though. I only care about the price of purchase, not what you could theoretically charge for it, but currently aren't charging.

Most Android phones do cost less, especially if you wait a few months before purchasing. Of course, once people realize this, you tend to have more consumers that are willing to wait before the price is discounted. Apple never budges on price until a new model comes out, so there's never any consumer expectation of waiting to get a better price. You either buy it now at the given price or you buy it later at the same price.

 

[vi edit]

If Apple's iPhone sales "disappoint", what should we call Samsung's numbers?

http://www.cnet.com/news/galaxy-s6-fails-to-bring-back-samsungs-mojo/

http://www.bloomberg.com/news/artic...sses-estimates-as-galaxy-s6-phone-disappoints

Well, they still probably did better than LG...

http://www.engadget.com/2015/07/29/lg-made-1-2-cents-in-profit-for-every-phone-it-sold/

1.2 cents profit per phone sold. Ouch.

 

[mrochester]

From the consumers point of view, they are less expensive though. I only care about the price of purchase, not what you could theoretically charge for it, but currently aren't charging.

Most Android phones do cost less, especially if you wait a few months before purchasing. Of course, once people realize this, you tend to have more consumers that are willing to wait before the price is discounted. Apple never budges on price until a new model comes out, so there's never any consumer expectation of waiting to get a better price. You either buy it now at the given price or you buy it later at the same price.

Well what you as a consumer end up paying for the device is what you're prepared to pay. Android phones being cheaper than the iPhone simply means that people don't want to pay as much for an Android phone as they do for an iPhone. That's a perfectly good situation to be in if you a) like Android and b) want an Android phone. What this situation isn't very good for are the manufacturers of those devices, who are seeing their profits shrink to nothing or less. That means they are going to have to make some hard decisions about whether they should continue in the market or not. As a consumer, that means you'll ultimately be left with less competition as manufacturers start leaving the market and choices get fewer and fewer. And this is the situation because the Android OEMs are incredibly short sighted when it comes to market strategy. They need to take a leaf out of Apple's book.

 

[ThisIsChrisKim]

Well what you as a consumer end up paying for the device is what you're prepared to pay. Android phones being cheaper than the iPhone simply means that people don't want to pay as much for an Android phone as they do for an iPhone. That's a perfectly good situation to be in if you a) like Android and b) want an Android phone. What this situation isn't very good for are the manufacturers of those devices, who are seeing their profits shrink to nothing or less. That means they are going to have to make some hard decisions about whether they should continue in the market or not. As a consumer, that means you'll ultimately be left with less competition as manufacturers start leaving the market and choices get fewer and fewer. And this is the situation because the Android OEMs are incredibly short sighted when it comes to market strategy. They need to take a leaf out of Apple's book.

Phone market will look like the PC market in enough time as the models look almost exactly the same.

A few compete in the high-end, lots in the low-end. Lots of options for everyone.

 

[mrochester]

Phone market will look like the PC market in enough time as the models look almost exactly the same.

A few compete in the high-end, lots in the low-end. Lots of options for everyone.

Yes it's a depressing future for smartphone market.

 

[ThisIsChrisKim]

Yes it's a depressing future for smartphone market.

It's not that bad, is it? Right now, we're getting lots of great mid-range/mid-priced phones that are quite good!

The high-end laptop offerings are pretty good, no? MacBook Pro, Dell XPS 13.

And currently, the ultrabook segment is quite competitive with cheaper base to very high-end configurations. ASUS UX305, Surface Pro.

And we've got Chromebooks and Windows with Bing rounding out the bottom of the bottom end.

 

[vi edit]

Phone market will look like the PC market in enough time as the models look almost exactly the same.

A few compete in the high-end, lots in the low-end. Lots of options for everyone.

It's going to be the same as the laptop market.

Apple is going to dominate the the high end of the market by offering a premium device that operates within an established ecosystem.

Android phones will end up being the Dells/HP's of the phone world offering basic, functional, disposable devices for $100-$200. They are hitting walls of size, resolution, speed, and novelties that cannot sustain market interest year after year. Phones are as big, fast, and pixel dense as is reasonably useful.

If anything needs to improve, it's software and optimization, not hardware.

 

[mrochester]

It's not that bad, is it? Right now, we're getting lots of great mid-range/mid-priced phones that are quite good!

The high-end laptop offerings are pretty good, no? MacBook Pro, Dell XPS 13.

And currently, the ultrabook segment is quite competitive with cheaper base to very high-end configurations. ASUS UX305, Surface Pro.

And we've got Chromebooks and Windows with Bing rounding out the bottom of the bottom end.

Well you've got one dominant operating system, one moderately successful operating system and one marginal one. Not exactly the hallmark of a varied and exciting market.

 

[Ns1]

Yes it's a depressing future for smartphone market.

what else do you want your smartphone to do? 😕

 

[mrochester]

It's going to be the same as the laptop market.

Apple is going to dominate the the high end of the market by offering a premium device that operates within an established ecosystem.

Android phones will end up being the Dells/HP's of the phone world offering basic, functional, disposable devices for $100-$200. They are hitting walls of size, resolution, speed, and novelties that cannot sustain market interest year after year. Phones are as big, fast, and pixel dense as is reasonably useful.

If anything needs to improve, it's software and optimization, not hardware.

For a long time now it's been about the software. Hardware stopped mattering years ago.

 

[mrochester]

what else do you want your smartphone to do? 😕

Not suck donkey bollocks. I don't want the smartphone market to be defined by the lowest common denominator (Android). That's depressing to me as a tech enthusiast.

 

[ThisIsChrisKim]

Not suck donkey bollocks. I don't want the smartphone market to be defined by the lowest common denominator (Android). That's depressing to me as a tech enthusiast.

If we take off other high-end Android manufacturers (Samsung, LG, HTC, Sony), we could boil it down to Microsoft, Apple, and Google's Nexus devices which offer pure software options. That's pretty decent diversity, no?

There will never be complete parity. Sort of like the console gaming market. But there is still decent cross platform support.

 

[mrochester]

If we take off other high-end Android manufacturers (Samsung, LG, HTC, Sony), we could boil it down to Microsoft, Apple, and Google's Nexus devices which offer pure software options. That's pretty decent diversity, no?

There will never be complete parity. Sort of like the console gaming market. But there is still decent cross platform support.

Not nearly enough. If we can have 20+ OEMs making devices, why can't we have 20+ operating systems and ecosystems, each offering unique user experiences? That would be brilliant!

 

[Ns1]

Not suck donkey bollocks. I don't want the smartphone market to be defined by the lowest common denominator (Android). That's depressing to me as a tech enthusiast.

in my tiny area of the world the smartphone market is only defined by high end samsung phones or iphones ^_^

 

[ThisIsChrisKim]

Not nearly enough. If we can have 20+ OEMs making devices, why can't we have 20+ operating systems and ecosystems, each offering unique user experiences? That would be brilliant!

Then wouldn't we end up with how Linux looks these days? No real unified ideas, half-baked ideas, and poor compatibility of packages?

 

[openwheel]

That's the ironic part here, everyone and their grandma who owns an iPhone suddenly calls themselves "tech enthusiasts".

 

[Suspicious-Teach8788]

Phone market will look like the PC market in enough time as the models look almost exactly the same.

A few compete in the high-end, lots in the low-end. Lots of options for everyone.

I don't doubt this. Samsung and LG have already said they are not seeing the crazy growth they once saw and prices are falling as smartphones are becoming commodities fast.

Samsung can still have the luxury of riding on the coattails of its successful models in the past, but honestly this is definitely looking like the PC market.

Maybe you can slam Apple for still selling a $650 phone, but honestly like the laptop market, there are still quite a few buyers of Macbooks. I think their model will work as long as they can continue to churn out quality devices.

That's the ironic part here, everyone and their grandma who owns an iPhone suddenly calls themselves "tech enthusiasts".

Owning an iPhone doesn't make yourself a tech enthusiast and I'm pretty sure most of the iPhone owners I can spot in this coffee shop would agree with me too.

 

[Artdeco]

No need to be melodramatic. Samsung seems to have stabilized their bleeding and revenue decrease y/o/y is single digits - same as last quarter.

They do seem to be facing an era of lower smartphone profits, balanced out by higher component profits which at the end of the day to Samsung Electronics as a whole seems fine. By using more homegrown components, especially SOC, profits have moved to a different unit.

y/o/y they seem to be standing still (unlike pretty much every other non-Chinese Android OEM), though are not growing which is a concern. Where they go from here continues to be interesting - I don't think any phone besides the S6/Edge or Note 5 are straight up competitors to Apple.

I don't give a flip about Samsung's component business, I care about Samsung phone sales, and they've gone down since Apple finally went big with their screened phones.