To: Swordmaker
| Period |
Samsung |
Apple |
Lenovo* |
Huawei |
Xiaomi |
Others |
| Q4 2014 |
19.9% |
19.7% |
6.5% |
6.3% |
4.4% |
45.7% |
| Q4 2013 |
28.9% |
17.5% |
6.4% |
5.7% |
2.0% |
39.5% |
| Q4 2012 |
29.1% |
20.9% |
5.5% |
4.6% |
0.9% |
39.0% |
| Q4 2011 |
22.5% |
23.0% |
5.1% |
3.5% |
0.1% |
45.7% |
As to "profit share", that's a silly term. In consumer tech, when your product is hot, you make money, along with a handful of other companies and everyone else loses money. When it's not, a handful of other companies make money and you lose money hand over fist along with the other also-rans. Nokia had a decade of being the king of cell phones. Motorola had over a decade of supremacy before Nokia. Apple is closing in on the end of its iPhone decade. Price compression will do to iPhone margins what it did to Mac margins in the mid-90's. Except the mid-90's Mac at least had the emerging markets to sell to, and the move of assembly operations to China, to prop up margins. Whereas the iPhone has been in the emerging markets, from both a sales and assembly standpoint, from the git-go.
74 posted on
04/12/2015 3:50:41 PM PDT by
Zhang Fei
(Let us pray that peace be now restored to the world and that God will preserve it always.)
To: Zhang Fei
As to "profit share", that's a silly term. In consumer tech, when your product is hot, you make money, along with a handful of other companies and everyone else loses money. When it's not, a handful of other companies make money and you lose money hand over fist along with the other also-rans. Nokia had a decade of being the king of cell phones. Motorola had over a decade of supremacy before Nokia. Apple is closing in on the end of its iPhone decade. Price compression will do to iPhone margins what it did to Mac margins in the mid-90's. Except the mid-90's Mac at least had the emerging markets to sell to, and the move of assembly operations to China, to prop up margins. Whereas the iPhone has been in the emerging markets, from both a sales and assembly standpoint, from the git-go. No, Zhang Fei, "profit share" is not a "silly term." It is the only thing that counts in the long term. Your MARKET SHARE chart has nothing to do with profit share. A company can have the largest market share and go bankrupt by selling below cost. The iPhone market has not been touched in the least by price compression in the phone market. Sorry, you are just wrong. Apple does not compete in races to the bottom. Apple owns the majority profit share position in every market they compete in for the same reason, including PCs.
75 posted on
04/12/2015 4:04:47 PM PDT by
Swordmaker
(This tag line is a Microsoft insult free zone... but if the insults to Mac users contnue...)
To: Zhang Fei
92 posted on
04/13/2015 3:12:25 AM PDT by
dennisw
(The first principle is to find out who you are then you can achieve anything -- Buddhist monk)
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