Apple After Steve Jobs

A Story About Two New (Worthless) Android Users

Yesterday night, we had many people at my house for easter. One of the invitee came in with its new Android phone. I asked him to have a look at it. Then, I asked him if he could get to his voice messages because we tried to reach him all day long without any succes. It happens that this new Android user (he used to have a flip phone before) just didn’t know how to get to his voice mail. Nor did he know how to configure his new phone for anything. But he was a proud owner of a smartphone, just as good as the iPhone (in his own words).

Today, I went to a local mobile shop in order to get my iPad on a new data plan. While I was waiting in line, a couple in front of me was looking to get an iPhone. The girl asked what would be the cost of the phone. The salesman replied, 80$ for the 16 gigs iPhone 5c. She replied that she expected the phone to be free on contract. So the salesman replied, no problem, here are a bunch of “other smartphones” that will cost 0$ but will be as good as the iPhones or even better (bigger screens). He was, after all, a well informed person as he was a proud owner of a Nexus 5. The girl asked her boyfriend if this was ok with him. He said, yeah, why not. They settled for an HTC I think (I could see the device he chose). So the salesman filled in all the papers and near the end of the process he stared to do some upsale. He suggested the couple to get earbuds as the phone didn’t come with it. Then, he suggested to get a charger for the car. He couldn’t sell a case as the phone was “so new”, he didn’t have them yet. The couple ended up buying.. 80$ of accessories, for an Android smartphone. Obviously, they didn’t care what the smartphone really was in itself and they weren’t very good at maths obviously.

What can be concluded from all this? First, I cannot generalize but I have a feeling that sellers of smartphones are really pushing Android phones just because they can, whatever the customer really needs. I also understand that these two new Android users are just worthless to the ecosystem. They will probable end up making phone calls, Facebook and that’s about it. These two Android users are prime examples of why Android has become what it is. And this is a place where there is no sustainability for Apple in the long term. 

Posted by
JFMartin

Observers, seduced by the simplicity of the metric, have elevated market share as the sole driver of financial performance to a position that far exceeds reality,” Wolf writes. “Indeed, there appears to be no correlation between market share and the viability of a platform. In surveying the variables that determine the viability of a platform, we would argue that the breadth and depth of the platform’s application library and ecosystem play a far more important role than does market share.

First quoted with AppleInsider.

Amen.

Posted by
JFMartin

Apple’s market share is bigger than BMW’s or Mercedes’s or Porsche’s in the automotive market. What’s wrong with being BMW or Mercedes?

Tim Cook: Cook, Ive, and Federighi on the New iPhone and Apple’s Once and Future Strategy - Businessweek

If you run into people who still don’t get it, maybe this simple analogy will help.

(via chartier)

Well said.

(via chartier)

Posted by
JFMartin

It Is All About Mobile Development, Right?

The Mac, though its market share was never large, especially when compared to the well over 90% marketshare of Microsoft Windows-based PCs, had always attracted an incredibly talented, incredibly dedicated group of developers who cared deeply about things like design and user experience. OS X enjoyed not only the traditional Mac OS community, but the NeXT one as well. That talent share always felt disproportionate to the market share. Massively. And a lot of those developers, and new developers influenced by them, not only wanted iPhones and iPads, but wanted to create software for them.

Interesting to read about Mac OS X development at the past tense. 

Posted by
JFMartin

To put this another way, looking at ‘smartphone share’ or ‘profit share’ or ‘platform share’ all tell you something about the industry, but all three metrics mislead you if you try to treat them as a way to see who’s ‘winning’, because ‘winning’ means different things for Apple, Samsung or Google. After all, Google may well still make more money from searches on iOS than it does from searches on Android.

Benedict Evans

Posted by
JFMartin

Prior to iPad mini 2 launch, Apple might roll out a more affordable iPad mini to compete with Android products. To cut costs, Apple might push for lower component prices, use a more advanced process to produce the A5 processor, simplify metal casing production, remove the rear camera, cut storage to 8GB and find more component suppliers to lower costs. We think this cheaper iPad mini retail for US$199~249.

KGI Securities analyst Ming-Chi Kuo

He doesn’t get it. Apple don’t fight at the low end. The iPad mini is still in pretty much high demand. Why is it so hard to understand?

Posted by
JFMartin

US: iPhone Market Share Up, Androïd is Down

Two interesting things to note about these numbers from comScore.

First, in the second most important market for Apple after China, iOS market share is up. This will make it hard for The Wall Street Journal to explain how bad this is for Apple who is losing it.

Second, the numbers from comScore shows that Samsung is still gaining ground with Androïd compared to others. I’m not sure at all that Google likes the fact that Androïd is becoming a synonym of Samsung or worst that Samsung IS Androïd.

Posted by
JFMartin