Re:Apple tells suppliers to produce 10% fewer new iPhones
by mikenew on Wednesday January 09, 2019 @02:22AM
(#18862942)
The market is declining, at least for mobile phones: http://nymag.com/intelligencer/2018/12/global-u-s-growth-in-...
Re:Apple tells suppliers to produce 10% fewer new iPhones
by JumpCrisscross on Wednesday January 09, 2019 @03:28AM
(#18863213)
Your article counts shipments. That’s the most of market metrics. Better: revenues. Even better: profits. This is what Apple historically focussed on, to the detriment of its competition.
Betterer: device + platform (*e.g. App Store fees, Apple Music, iCloud) revenues. Even betterer: device + platform profits. This is what Cook is now focusing on, in light of the world’s most profitable consumers buying phones less often but still religiously spending on them.
The overall mobile market is growing. And it's growing into emerging markets like India and China which are very price sensitive i.e. less margins for OEMs. So quite likely that Apple will see declining market share but growth in revenue and profits.