The Macalope has lengthy stated that Apple is the Schrödinger’s cat of tech corporations, it’s both successful or a failure relying in your notion of it.
And how briskly you must bang out an article about it.
Regardless of a decade and a half of dire warnings about iPhones being snuffed out of existence by Android telephones, Apple nonetheless does fairly effectively within the smartphone market, notably within the U.S. The opposite guys have had a little bit of a time of it not too long ago. Based on Counterpoint Analysis, slumping Android telephone gross sales imply the iPhone hit 55 % market share within the U.S. within the second calendar quarter of 2023. To be truthful, iPhone shipments fell, too, however at a a lot smaller charge than these of Android telephones.
Counterpoint’s director of North American Analysis Jeff Fieldhack additional steered it won’t get higher this yr for Android OEMs.
”Weak spot is prone to proceed by the beginning of Q3 2023, however stronger iPhone 15 demand might offset weak spot throughout Android.”
That’s… not nice. And what’s even not greaterer is that market share isn’t whilst vital as revenue share. It’s good to promote 500 issues for a $1 revenue every. It’s even higher to promote one factor for a $1,000 greenback revenue.
This, in fact, doesn’t imply Apple isn’t nonetheless receiving dire warnings about its iPhone lineup from what are absolutely simply individuals looking for the corporate’s finest pursuits.
“Apple wants a foldable iPhone quickly or iPhones gained’t be value shopping for” (Tip o’ the antlers to Daring Fireball.)
As a result of all anybody is shopping for are these $1,800 and up foldable telephones from different distributors. So a lot of them that… Android gross sales are drastically down.
Nobody stated it needed to make sense. The Macalope doesn’t know why nobody stated that, however apparently nobody stated it.
Additionally, to not rain in your Journey Chowdhry fan fiction however, if you’ll recall, Apple had the unique foldable smartphone. Aherm.
“Bending’ iPhone 6: Apple claims solely 9 prospects have complained”
IDG
And on the time it was described as a giant drawback so please make up your minds.
Counterpoint doesn’t actually appear to see the issue with as a lot urgency. In a report issued simply days earlier than the one above, it stated foldable telephones had been at present a distinct segment product, however the market might attain $100 million by 2027 assuming a foldable iPhone comes out in 2025.
Senior analyst Jene Park stated, “In the long run, we’re ready to see what Apple does.”
You don’t say.
Seems iPhones aren’t the one Apple product line that’s been faring higher than the competitors currently. Based on IDC, whereas the PC market fell total within the second calendar quarter of 2023, Mac gross sales grew by 10.3 %. A few of it’s because Apple had a foul second quarter in 2022. Additionally, Apple’s share remains to be comparatively small, simply 6.8 %.
And, hey, they shouldn’t be making an attempt to compete in opposition to anybody. They need to simply be making an attempt to be the perfect Apple they are often.
Oh, sorry, forgot we had been speaking about capitalism. By no means thoughts. Strike that. Crush your enemies. Drive them into the river Despair to allow them to be swept into the Sea of Distress. And possibly get eaten by some sharks, too.
Suffice it to say, that regardless of the fevered desires of some, Apple’s going to be simply positive.
It’s bizarre that you must say that a few $3 trillion firm however right here we’re.
