Comments on: "The Honeymoon Period for Apple in the Mobile World Is Clearly Coming to an End"

By: El iPad y su futura cuota del mercado de los tablets | Daring Fireball en español

Tue, 01 Feb 2011 13:17:13 +0000

[...] Es importante mencionar que Neil Mawston es el mismo analista que en junio declaró que la “luna de miel del iPhone se ha acabado”: [...]

By: Strategy Analytics asks ‘Is the iPhone honeymoon over?’ | 9 to 5 Mac | Apple Intelligence Strategy Analytics asks ‘Is the iPhone honeymoon over?’ | Just another WordPress site

Tue, 17 Aug 2010 20:12:21 +0000

[...] 5.2 million it shipped a year earlier, but down from the 8.8 million of the prior quarter,” notes All Things D. Strategy Analytics thinks this reflects a slow down in Apple’s iPhone sales growth. We’d [...]

By: Tom Ross

Tom Ross — Tue, 03 Aug 2010 09:37:00 +0000

You are mistaken, Nokia is one of the few consumer electronics companies that has its own factories. Nevertheless, Foxconn is producing for many other companies besides Apple.

And, more importantly, the criticism of Foxconn was rooted more in western clichés about sweatshops that in reality. Foxconn is a big factory, but it’s not a sweatshop. It’s clean, it’s well managed, it gives the best pay to unskilled labourers in the whole country, and it pays overtime.

By: us citizen

us citizen — Mon, 02 Aug 2010 01:44:02 +0000

My friend,
apple is an innovator, they launched the iPod first and everyone else followed to copy it, then they launched the iPhone first and everyone else followed to copy it, and now they launched the iPad and everyone else etc…..
for these achievements alone, they deserve every respect.

By: us citizen

us citizen — Mon, 02 Aug 2010 01:37:54 +0000

Do these analysts use their brains before they talk or they just shoot words of wisdom from their ass!? Have they seen the flood of people gathering everywhere around the world to buy the new 4G iPhone. It seems to me that apple is expanding on an international scale very quickly, which leads me to “analyze” much bigger sales and revenues, regardless whether profit margins will go down. And what about the iPad, it looks like every high-tech company on earth now is rushing to launch its copy cat of it! Do these observation suggest to “analysts” that apple is slowing down?! Do your editors even spend time reviewing such articles before they publish or was everyone responsible for this article high at that time?! morons…

By: phil28

phil28 — Sun, 01 Aug 2010 09:16:46 +0000

The analyst says: “Apple was criticized for its intensive production methods in China…..and may have lost some heartshare in recent weeks because of its perceived mishandling of the antenna problem.”

This same manufacture is one of Nokia's largest phone producers, but does anyone care or write about Nokia's production issues? But these issues have little to do with the success of the iPhone. It appears this analyst knows little of what he says. And what is “heartshare”? Apple certainly has not lost mind share – or market share.

By: Chris

Chris — Sat, 31 Jul 2010 22:15:35 +0000

MS profit last quarter was 50% greater an Apple's, not three times greater. And just “making” a phone OS isn't good enough it has to sell, and so far their phone OS hasn't even hit the market. When it does it will be nearly four years behind the iPhone.

By: Strategy Analytics asks ‘Is the iPhone honeymoon over?’ | blacklink

Sat, 31 Jul 2010 06:25:27 +0000

[...] a twelve weeks earlier, but affordable by means of the 8.8 million in the before quarter,” notes All components D. Strategy Analytics thinks this reflects a slow affordable in Apple’s iPhone income growth. [...]

By: wired-4058

wired-4058 — Sat, 31 Jul 2010 05:52:04 +0000

The antenna issue is an AT&T one..do you hear the same complaint from the rest of the world. And tech blogger like Seth have a field day bad mouthing Apple and the iPhone/

As for PA Consulting test I believe they should test the network in addition to the iPhone 4.

What about CONsumer Reports they should do likewise.

By: ericjharvey

ericjharvey — Sat, 31 Jul 2010 05:37:48 +0000

Pretty sure JD was talking about mobile only. 99.9999% sure that MS wishes they were 1/10th as profitable in this space as Apple…

By: Stroganoff

Stroganoff — Sat, 31 Jul 2010 05:10:01 +0000

M$ are three times as profitable as Apple – and hey, the make a phone OS too… What you might think of Win Mobile 7 is immaterial.

By: ericjharvey

ericjharvey — Sat, 31 Jul 2010 05:09:21 +0000

Can you explain what you mean by 'best audio video platform' here? No support for Flash in iOS, no support for Ogg Theora (the only truly open source codec for HTML5 until WebM is adopted), odd aspect ratio in iPhone that always ensures letter or pillarboxing, no support for Main or High Profile h264, poor encoder platform in QT, etc. Curious to know what you're referring to here.

As for your other points, not sure if all of your “metrics” really hold up. Am fairly sure that HTC has a thinner phone on the market, for example, & I really haven't noticed much of a difference in the multitouch interface of my iPhone and iPhone vs. my HTC Incredible. Also what exactly is a “desktop class OS”? A smartphone running Windows386? In my world, I'd expect a desktop OS to support multitasking…

By: JohnDoey

JohnDoey — Sat, 31 Jul 2010 01:38:50 +0000

There was never any honeymoon. An iPhone Killer was supposed to arrive in 2007, remember? Apple mocked this when they introduced their 2008 phone with an ad that said "it's finally here, the phone you've been waiting for, the phone that can beat iPhone ... iPhone 3G."

What has happened in 2010 with iPhone is the same as what happened with iPod in 2004:

- the product is now 3 years old
- by now, every competitor has shipped an iPod Killer or iPhone Killer that failed to kill
- the consumer expectation of how a music player or smartphone looks and functions is now defined by iPod or iPhone
- in previous years, demand doubled each year, but the demand for this year's product (iPod nano or iPhone 4) is 10 times last year
- Apple share of the profits in the market segment passes 50%
- the corresponding online store (iTunes Store or App Store) is now 2 years old, has passed $1 billion in revenue, and no competitor has even really gotten off the ground
- everyone else in the market, who are now all dividing up a minority share of the profits, has become an anti-Apple cabal, they may not agree on anything else, but they all want to hurt Apple

Spinning this all as being bad for Apple is really hard. So you have to say a phone they can't build enough of and which has generated almost no returns and almost no support calls is a lemon that should be recalled and since Apple is up by every real metric you have to say they have "lost heartshare."

The mobile makers who have problems are the ones that are losing money selling obsolete phones. Exactly opposite to Apple.

By: JohnDoey

JohnDoey — Sat, 31 Jul 2010 01:08:32 +0000

Yes, but don't you understand that iPhone has “lost heartshare”?

By: JohnDoey

JohnDoey — Sat, 31 Jul 2010 00:54:21 +0000

> And while [Apple is] not yet a top-five player [in mobile]

By units shipped, that is true. But that doesn't tell the whole story. They are #1 in many other metrics, like profitability, market cap, 3rd party app platform, audio video platform, and advanced technologies (thinnest smartphone, best smartphone battery life, highest-res display, best multitouch interface, best 3D graphics, only desktop class OS, only desktop class C API, best ease of use.) They are leading the industry. You can tell from the fact that everyone else is copying them.

The Mac is also minimized by people saying it only has 8% market share in PC's, but it has much broader influence than that because it has 90% market share in high-end PC's, and it leads in all the technologies, so the other 92% of PC's are all cheap Mac copies. Apple leads in PC's also, and everyone else follows them.