Despite China smartphone market contraction, Apple is still expanding

One critical reason the global smartphone market is shrinking is Chinese manufacturers are not able to produce more of them. There are several reasons. You can provide one of yours.  :)

waveparticle said:

One critical reason the global smartphone market is shrinking is Chinese manufacturers are not able to produce more of them. There are several reasons. You can provide one of yours.  :)

Samsung, Google Pixel and others in the Android world have reached a dead end, in the hardware and OS software areas, they aren’t getting better, but Apple being vertical is (are slowly growing in the Chinese, Japanese and US markets) and that will become even more apparent once the Apple Vision Pro is released next year.

The Chinese, Japanese, and even the South Korean markets will buy the best hardware and software, but what they won’t buy is the second tier, i.e. the Google Pixel or the Microsoft Surface, but they (the upper end) well buy the best first tier, Western products (i.e., Apple computer, Mercedes, Ferrari, Audi, Porsche, Rolex, name brand fashions, Viking, Smeg appliances, etc…

Those that can afford however will not buy the second and third tier products from the west, not if they can buy a cheaper knock offs from the east and that is one of the reasons Tesla will be dead in China, South Korea, and Japan when it comes to car sales in time they ain’t first tier. Tesla’s ultimate market share in those countries will be virtually zero over time, and their Chinese market will disappear to a footnote similar to Samsung’s current China market share.

Apple strategy of designing the best and engineering, the best is the reason for their resilience in the market place worldwide, aside from having a great supply chain when compared to the competition.

https://www.investors.com/news/tesla-cuts-prices-in-japan-as-focus-turns-to-margins-tsla-stock-slips/
https://www.counterpointresearch.com/europe-ev-sales-q1-2023/
https://www.counterpointresearch.com/global-ev-sales-q3-2022/

danox said:

waveparticle said:

One critical reason the global smartphone market is shrinking is Chinese manufacturers are not able to produce more of them. There are several reasons. You can provide one of yours.  :)

Samsung, Google Pixel and others in the Android world have reached a dead end, in the hardware and OS software areas, they aren’t getting better, but Apple being vertical is (are slowly growing in the Chinese, Japanese and US markets) and that will become even more apparent once the Apple Vision Pro is released next year.

The Chinese, Japanese, and even the South Korean markets will buy the best hardware and software, but what they won’t buy is the second tier, i.e. the Google Pixel or the Microsoft Surface, but they (the upper end) well buy the best first tier, Western products (i.e., Apple computer, Mercedes, Ferrari, Audi, Porsche, Rolex, name brand fashions, Viking, Smeg appliances, etc…

Those that can afford however will not buy the second and third tier products from the west, not if they can buy a cheaper knock offs from the east and that is one of the reasons Tesla will be dead in China, South Korea, and Japan when it comes to car sales in time they ain’t first tier. Tesla’s ultimate market share in those countries will be virtually zero over time, and their Chinese market will disappear to a footnote similar to Samsung’s current China market share.

Apple strategy of designing the best and engineering, the best is the reason for their resilience in the market place worldwide, aside from having a great supply chain when compared to the competition.

https://www.investors.com/news/tesla-cuts-prices-in-japan-as-focus-turns-to-margins-tsla-stock-slips/
https://www.counterpointresearch.com/europe-ev-sales-q1-2023/
https://www.counterpointresearch.com/global-ev-sales-q3-2022/

Android hasn't reached a dead end by any stretch of the imagination.

Apple has been playing catch up for years now with a plethora of features that are long established on Android phones. 

Cameras and battery technology have made up the lion's share of 'demand' features since around 2017. The periscope lens is still to appear on an iPhone. Folding or Flip phones? Another no. 

Apple not as vertical as either Huawei or Samsung. 

The Chinese market has contracted for a host of reasons and it is undeniable that Apple has been able to pick up slack there while Huawei re-jigged it's supply chains due to sanctions. 

Huawei was on course not only to displace Apple but also Samsung. 

On the software side, most of Apple’s new approaches to multi device features are what Huawei announced back in 2019. One major difference is that Apple has nowhere near the IoT spread that Huawei has and is now showing interest in HomeKit through Thread/Matter. 

avon b7 said:

danox said:

waveparticle said:

One critical reason the global smartphone market is shrinking is Chinese manufacturers are not able to produce more of them. There are several reasons. You can provide one of yours.  :)

Samsung, Google Pixel and others in the Android world have reached a dead end, in the hardware and OS software areas, they aren’t getting better, but Apple being vertical is (are slowly growing in the Chinese, Japanese and US markets) and that will become even more apparent once the Apple Vision Pro is released next year.

The Chinese, Japanese, and even the South Korean markets will buy the best hardware and software, but what they won’t buy is the second tier, i.e. the Google Pixel or the Microsoft Surface, but they (the upper end) well buy the best first tier, Western products (i.e., Apple computer, Mercedes, Ferrari, Audi, Porsche, Rolex, name brand fashions, Viking, Smeg appliances, etc…

Those that can afford however will not buy the second and third tier products from the west, not if they can buy a cheaper knock offs from the east and that is one of the reasons Tesla will be dead in China, South Korea, and Japan when it comes to car sales in time they ain’t first tier. Tesla’s ultimate market share in those countries will be virtually zero over time, and their Chinese market will disappear to a footnote similar to Samsung’s current China market share.

Apple strategy of designing the best and engineering, the best is the reason for their resilience in the market place worldwide, aside from having a great supply chain when compared to the competition.

https://www.investors.com/news/tesla-cuts-prices-in-japan-as-focus-turns-to-margins-tsla-stock-slips/
https://www.counterpointresearch.com/europe-ev-sales-q1-2023/
https://www.counterpointresearch.com/global-ev-sales-q3-2022/

Android hasn't reached a dead end by any stretch of the imagination.

Apple has been playing catch up for years now with a plethora of features that are long established on Android phones. 

Cameras and battery technology have made up the lion's share of 'demand' features since around 2017. The periscope lens is still to appear on an iPhone. Folding or Flip phones? Another no. 

Apple not as vertical as either Huawei or Samsung. 

The Chinese market has contracted for a host of reasons and it is undeniable that Apple has been able to pick up slack there while Huawei re-jigged it's supply chains due to sanctions. 

Huawei was on course not only to displace Apple but also Samsung. 

On the software side, most of Apple’s new approaches to multi device features are what Huawei announced back in 2019. One major difference is that Apple has nowhere near the IoT spread that Huawei has and is now showing interest in HomeKit through Thread/Matter. 

Always, always, it's about Huawei for you...