iPhone 5

[funk de fino]

Was she getting them at a 2-year contract discount price, or was she paying full price?

It must be the former because the latter wouldn't make much sense...

Ho ho. Thanks for that gift. Unreal.

 

[WildCat]

Apple stock continues to slide, down over 28% from its September high, amid reports of weakening iPhone 5 sales.

Meanwhile a car crashes into an Apple store in Chicago. No word yet on whether the driver was just folllowing the directions on his iPhone 5 navigatiopn app.

 

[TheL8Elvis]

Apple stock continues to slide, down over 28% from its September high, amid reports of weakening iPhone 5 sales.

Meanwhile a car crashes into an Apple store in Chicago. No word yet on whether the driver was just folllowing the directions on his iPhone 5 navigatiopn app.

http://news.cnet.com/8301-13579_3-57564010-37/iphone-5-demand-got-you-worried-relax-analysts-say/

All of that talk that Apple has reduced iPhone 5 component orders due to slumping demand for the smartphone might be wrong.
Sterne Agee analyst Shaw Wu today wrote in a research note to investors that Apple's reported cuts to component orders have nothing to do with weak demand. Instead, Wu said that while component orders are lower, they're due to "much improved yields meaning lower component builds and supplier shifts."
"As far as we can tell, iPhone 5 demand remains robust," Wu said.

Baird analyst William Power offered up a similar evaluation to investors today, saying that he was "actually raising our calendar fourth quarter iPhone forecast slightly," adding that "most demand indicators remain favorable."

ETA: whether there is a real weakening in sales or not, there is obviously a real effect on stock price. I'm not arguing that

 

[TheL8Elvis]

<snip>
Samsung is the new king of smartphones; currently and for the foreseeable future.

http://www.forbes.com/sites/markrog...t-punkd-on-apple-or-is-it-rotten-to-the-core/

Similarly, Cnet was very excited about Samsung’s announcement that the Galaxy S phone line had crossed the 100 million mark in total sales. The phone is so desirable, “Sales of the flagship Galaxy S3 reached 30 million units in 5 months, and 40 million in 7 months, with average daily sales of about 190,000 units.” You’d think that it’s the hottest thing going with those numbers. Of course, as we were just discussing above, in the quarter just ended, Apple will have sold about as many iPhone 5′s as Samsung has sold Galaxy S3′s in 7 months! This is what the “experts” are already calling trouble and they haven’t seen the numbers yet.

Now, of course, Samsung is also selling the prior generation S2, which Cnet tells us, “…is described as a steady bet after recording sales of over 40 million in 20 months.” So that’s about 2 million a month for that model to go with the 17 milllion S3 phones Samsung apparently moved in Q3. In other words, if we just compare the last two generations of phones, Apple sold somewhere around 35-45 million last quarter while Samsung moved about 23 million. It’s certainly true that Samsung has a number of less-expensive entry models and will outsell Apple in raw numbers. But when one looks at “profit share” and wonders why Apple will continue to earn more of it in smartphones than Samsung, those numbers tell the story.

Long live the king.

 

[carlitos]

his iPhone 5 navigatiopn app.

The navigation app is native to the operating system, not just the iPhone 5. I have the 4S and it's the same navigation. I'm sure that you don't care, but it works just fine here in the city. It's mostly other countries where I've experienced problems.

 

[nvidiot]

My unit has had a strange problem develop. It randomly screams a fire alarm loud screeching beep. Only a power cycle will stop it.

Apples advice? Restore from backup and test. Never mind that its happened randomly 4 times in the last month with no seeming commonality amongst the events.

Think I may need a replacement.

 

[tyr_13]

http://www.forbes.com/sites/markrog...t-punkd-on-apple-or-is-it-rotten-to-the-core/

Similarly, Cnet was very excited about Samsung’s announcement that the Galaxy S phone line had crossed the 100 million mark in total sales. The phone is so desirable, “Sales of the flagship Galaxy S3 reached 30 million units in 5 months, and 40 million in 7 months, with average daily sales of about 190,000 units.” You’d think that it’s the hottest thing going with those numbers. Of course, as we were just discussing above, in the quarter just ended, Apple will have sold about as many iPhone 5′s as Samsung has sold Galaxy S3′s in 7 months! This is what the “experts” are already calling trouble and they haven’t seen the numbers yet.

Now, of course, Samsung is also selling the prior generation S2, which Cnet tells us, “…is described as a steady bet after recording sales of over 40 million in 20 months.” So that’s about 2 million a month for that model to go with the 17 milllion S3 phones Samsung apparently moved in Q3. In other words, if we just compare the last two generations of phones, Apple sold somewhere around 35-45 million last quarter while Samsung moved about 23 million. It’s certainly true that Samsung has a number of less-expensive entry models and will outsell Apple in raw numbers. But when one looks at “profit share” and wonders why Apple will continue to earn more of it in smartphones than Samsung, those numbers tell the story.

Long live the king.

The S II and S III are not the only high end phones Samsung offers. That article seems to write off the entire remaining Samsung lineup as 'entry level'. Besides that, why do the entry level models not count? That's a section of the market as well.

Anecdotal: I'm seeing more and more Apple uses break because of supply problems. We consistently sell out of SIII as well, but Samsung gets us more quickly where when we finally got iPhone 5 back in for one carrier, we had a list of people to call to let know. Half the people on that list had moved on to other model phones.

 

[SatansMaleVoiceChoir]

Interesting:

http://www.uswitch.com/mobiles/news/2013/01/apple_s_iphone_outsells_samsung_galaxy/

I'd not considered the figures if you counted all iPhone sales over 18 months.

 

[tyr_13]

Interesting:

http://www.uswitch.com/mobiles/news/2013/01/apple_s_iphone_outsells_samsung_galaxy/

I'd not considered the figures if you counted all iPhone sales over 18 months.

Why 18 months?

 

[SatansMaleVoiceChoir]

Why 18 months?

I honestly don't know!

The article says two-and-a-half years; no idea what possessed me to put 18 months...

 

[TheL8Elvis]

http://www.forbes.com/sites/markrog...t-punkd-on-apple-or-is-it-rotten-to-the-core/

Similarly, Cnet was very excited about Samsung’s announcement that the Galaxy S phone line had crossed the 100 million mark in total sales. The phone is so desirable, “Sales of the flagship Galaxy S3 reached 30 million units in 5 months, and 40 million in 7 months, with average daily sales of about 190,000 units.” You’d think that it’s the hottest thing going with those numbers. Of course, as we were just discussing above, in the quarter just ended, Apple will have sold about as many iPhone 5′s as Samsung has sold Galaxy S3′s in 7 months! This is what the “experts” are already calling trouble and they haven’t seen the numbers yet.

Now, of course, Samsung is also selling the prior generation S2, which Cnet tells us, “…is described as a steady bet after recording sales of over 40 million in 20 months.” So that’s about 2 million a month for that model to go with the 17 milllion S3 phones Samsung apparently moved in Q3. In other words, if we just compare the last two generations of phones, Apple sold somewhere around 35-45 million last quarter while Samsung moved about 23 million. It’s certainly true that Samsung has a number of less-expensive entry models and will outsell Apple in raw numbers. But when one looks at “profit share” and wonders why Apple will continue to earn more of it in smartphones than Samsung, those numbers tell the story.

Long live the king.

http://www.reuters.com/article/2012/01/06/samsung-idUSL3E8C5KC820120106

The South Korean firm posted 5.2 trillion won ($4.5 billion) in quarterly operating profit

http://www.apple.com/pr/library/2013/01/23Apple-Reports-Record-Results.html

The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion

Well, I guess Samsung showed apple

 

[tyr_13]

??

 

[kajata]

http://www.reuters.com/article/2012/01/06/samsung-idUSL3E8C5KC820120106

The South Korean firm posted 5.2 trillion won ($4.5 billion) in quarterly operating profit

http://www.apple.com/pr/library/2013/01/23Apple-Reports-Record-Results.html

The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion

Well, I guess Samsung showed apple

And Apple stock is down 10%. Glad I sold half of it (okay, I only owned 20 shares total) a month ago but damn...wish I sold at $700.

 

[TheL8Elvis]

<snip>
Samsung is the new king of smartphones; currently and for the foreseeable future.

??

Does that help ?

 

[tyr_13]

Does that help ?

You define that by company profit? Is operating profit and net profit the same things? How much did each cell phone division make?

Personally I don't think there is a current 'king' of cell phones. Apple is declining and if it continues to Samsung will clearly surpass it if it hasn't already. All that can change in the next hardware cycle. If LG comes back strong it will eat Samsung's share of Android phones. If Windows 8 phones take a larger chunk from Android than from iOS, it would be less bad for Apple than Samsung (HTC and Nokia coming out better there).

What does the iPhone 5s bring? Will it be enough to fight S4 and Note 3? They're reported to have eight core processors and more refined S features. The biggest buzz I hear right now about the next iphone is that it might be bigger or come in colors.

The 5 has done fine, but not as well as many expected. I don't believe it added new users as much as old users defected. Apple isn't mortally wounded by such. Again, it can all change next hardware cycle.

 

[TheL8Elvis]

You define that by company profit?

Not entirely, but it is certainly part of the metrics I would use in defining if one company is more successful than another. For example, no doubt Dell sells many more laptops than Apple ... how is that working out for them ?

Is operating profit and net profit the same things? How much did each cell phone division make?

I don't believe apple breaks things out that way. IDK about samsung.

Personally I don't think there is a current 'king' of cell phones. Apple is declining and if it continues to Samsung will clearly surpass it if it hasn't already.

Surpass how ? I believe they sell more cellular phones already. To ask you the same question - Do you define a company by number of widgets it sells, or by whether it continues to grow the number of sales and makes a good profit ?

All that can change in the next hardware cycle. If LG comes back strong it will eat Samsung's share of Android phones. If Windows 8 phones take a larger chunk from Android than from iOS, it would be less bad for Apple than Samsung (HTC and Nokia coming out better there).

What does the iPhone 5s bring? Will it be enough to fight S4 and Note 3? They're reported to have eight core processors and more refined S features. The biggest buzz I hear right now about the next iphone is that it might be bigger or come in colors.

Bigger and/or colors would probably be more relevant to the average consumer than the number of cores in his phone, don't you think ?

The 5 has done fine, but not as well as many expected.

Analyst expectations ? Based on their guesses ? Is that really relevant ?

I don't believe it added new users as much as old users defected.

This is based on ?

Apple isn't mortally wounded by such. Again, it can all change next hardware cycle.

 

[tyr_13]

Not entirely, but it is certainly part of the metrics I would use in defining if one company is more successful than another. For example, no doubt Dell sells many more laptops than Apple ... how is that working out for them ?

Not badly. But the metric isn't 'successful company', but 'king of cell phones'. While there might be many ways to define 'king', but profit margin probably isn't near the top of the list for most people.

I don't believe apple breaks things out that way. IDK about samsung.

It's simply a red flag for me when I see numbers that are supposed to be measuring the same thing described in two different ways in the same article. It's possible that it's the only numbers available, but that doesn't make it more accurate as a metric.

Surpass how ? I believe they sell more cellular phones already. To ask you the same question - Do you define a company by number of widgets it sells, or by whether it continues to grow the number of sales and makes a good profit ?

It's a combination of offerings, user experience, ratings, quality and abilities, and yes, some profit. But let me put it this way, if Samsung were making more money on those 'entry level' phones, would you call those phones 'better' than the iPhone? I wouldn't, even if the profit margin were greater.

Bigger and/or colors would probably be more relevant to the average consumer than the number of cores in his phone, don't you think ?

No. There are some truly useful aspects to having cores set up in that fashion including multi-task, more powerful programs, faster launch, and more connectivity. Additional colors are nice, but note that Samsung already does that. The S3 is available in white and blue on all carriers but additionally in Red and Amber (which is very sharp with a copper colored framing). Besides, cases make it almost a moot point for the vast majority of users. As for bigger, yes, that is a nice change. Better would be having more than one size offering (the Razr HD and Razr M are a great pair of phones). Yet again, Samsung already offers bigger phones...

Analyst expectations ? Based on their guesses ? Is that really relevant ?

Analyst expectations aren't the be all, but they are important as the market is now showing, but Apple's exceptions are very important. I don't think of a second they predicted the quality control measures leading to long delivery and restock times.

This is based on ?

Completely anecdotal experience in selling the things.

 

[TheL8Elvis]

Not badly. But the metric isn't 'successful company', but 'king of cell phones'. While there might be many ways to define 'king', but profit margin probably isn't near the top of the list for most people.

Fair enough. Apple sold more smart phones with a significantly higher profit margin than Samsung. I don't think Samsung is king of smartphones, although we didn't really define what specifically that means. Maybe OTT will come defend his/her claim.

It's simply a red flag for me when I see numbers that are supposed to be measuring the same thing described in two different ways in the same article. It's possible that it's the only numbers available, but that doesn't make it more accurate as a metric.

It was 2 different articles.

It's a combination of offerings, user experience, ratings, quality and abilities, and yes, some profit. But let me put it this way, if Samsung were making more money on those 'entry level' phones, would you call those phones 'better' than the iPhone? I wouldn't, even if the profit margin were greater.

If I were samsung, I would call them better

No. There are some truly useful aspects to having cores set up in that fashion including multi-task, more powerful programs, faster launch, and more connectivity. Additional colors are nice, but note that Samsung already does that. The S3 is available in white and blue on all carriers but additionally in Red and Amber (which is very sharp with a copper colored framing). Besides, cases make it almost a moot point for the vast majority of users. As for bigger, yes, that is a nice change. Better would be having more than one size offering (the Razr HD and Razr M are a great pair of phones). Yet again, Samsung already offers bigger phones...

I understand that on a technical level, more cores = better (in certain circumstances, etc ... )

The thing that consumers look at it is - is it responsive ? smooth ? etc. Not how many cores or how much ram is available to the processor, or what series powerVR the gpu it is...

So back to my point - apple offering colors and sizes would (IMHO) be more important than touting the new A6 chip or things like that.

Analyst expectations aren't the be all, but they are important as the market is now showing, but Apple's exceptions are very important. I don't think of a second they predicted the quality control measures leading to long delivery and restock times. .

And even with that : "The Company sold a record 47.8 million iPhones in the quarter, compared to 37 million in the year-ago quarter"

Completely anecdotal experience in selling the things.

 

[SatansMaleVoiceChoir]

I'm not trying to fuel any fan-boy wars - merely stating a fact - but here in the UK, I have lately been idly paying attention to the make and model of smartphones I see being used in public. I can honestly say, in the South East of England where I am, the ratio is about 8 out of 10 of phones are some model of iPhone, I'd estimate.

I have nothing to back that up with, but 'out on the streets' it appears the iPhone is 'king', from personal observation of sheer numbers.

 

[Darat]

I'm not trying to fuel any fan-boy wars - merely stating a fact - but here in the UK, I have lately been idly paying attention to the make and model of smartphones I see being used in public. I can honestly say, in the South East of England where I am, the ratio is about 8 out of 10 of phones are some model of iPhone, I'd estimate.

I have nothing to back that up with, but 'out on the streets' it appears the iPhone is 'king', from personal observation of sheer numbers.

I'm sure I've seen some statistics that show the iPhone is phenomenally successful in the UK against all other smartphones - I believe it is Apple's best percentage of that segment outside of the USA.

ETA: http://www.newmediatrendwatch.com/markets-by-country/18-uk/154-mobile-devices

...snip...

- Smartphones: Smartphone ownership hit the 50% mark this quarter and has been steadily growing. Ownership of iPhone is at 23% ahead of Android Smartphones (17%) and Blackberry (13%)


...snip...