3 ms·

A counter anecdote to this is the iPhone. During the iPhone's release there were three smartphone giants: Blackberry, Nokia, Motorola. The tree companies tried

A counter anecdote to this is the iPhone. During the iPhone's release there were three smartphone giants: Blackberry, Nokia, Motorola. The tree companies tried their best to attack Apple but failed. The iPhone pretty much killed them. All it really means is that your future is never guaranteed and that hindsight is 20/20.

bduerst 8y ago
I wouldn't call that a counter-anecdote, but more of the same. Following the previous example, the iPhone pretty much dominated the smart phone market when it carved it out, but now iOS is at about 16% of the global marketshare.
- dstaley 8y ago
  Although the iPhone is at only 16% market share based on units sold, they're at 51% based on revenue. Apple is selling fewer devices at a higher price point. I anticipate that, for the next few years at least, Tesla and other EV makers will see a similar situation. Other manufacturers may sell more units, but they will find it difficult to compete with Tesla at their price point.
  - nardi 8y ago
    And even more tellingly, 86% of the profit: https://appleinsider.com/articles/18/04/17/apple-grabs-86-of-smartphone-profits-globally-iphone-x-alone-seizes-35 https://appleinsider.com/articles/18/04/17/apple-grabs-86-of... Who cares about market share?
    - _Tev 8y ago
      Regulators. Apple's iPhone strategy allowed them several controversial moves, which might have caused massive fines if enacted with larger marketshare. E.g. restricting browser engines on iOS vs. simply bundling browser with Windows in 90's/early 00's (I don't remember / can't find now info / date of the ruling now).
  - bduerst 8y ago
    Right, I wasn't commenting about revenue or whether it was good/bad. Being the quality leader in a market means having high margins and low sales, but the comment above isn't 'counter-anecdotal' regarding marketshare, but more of the same.

3 ms·

A counter anecdote to this is the iPhone. During the iPhone's release there were three smartphone giants: Blackberry, Nokia, Motorola. The tree companies tried

by felipemnoa 8y ago

bduerst 8y ago
I wouldn't call that a counter-anecdote, but more of the same. Following the previous example, the iPhone pretty much dominated the smart phone market when it carved it out, but now iOS is at about 16% of the global marketshare.
- dstaley 8y ago
  Although the iPhone is at only 16% market share based on units sold, they're at 51% based on revenue. Apple is selling fewer devices at a higher price point. I anticipate that, for the next few years at least, Tesla and other EV makers will see a similar situation. Other manufacturers may sell more units, but they will find it difficult to compete with Tesla at their price point.
  - nardi 8y ago
    And even more tellingly, 86% of the profit: https://appleinsider.com/articles/18/04/17/apple-grabs-86-of-smartphone-profits-globally-iphone-x-alone-seizes-35 https://appleinsider.com/articles/18/04/17/apple-grabs-86-of... Who cares about market share?
    - _Tev 8y ago
      Regulators. Apple's iPhone strategy allowed them several controversial moves, which might have caused massive fines if enacted with larger marketshare. E.g. restricting browser engines on iOS vs. simply bundling browser with Windows in 90's/early 00's (I don't remember / can't find now info / date of the ruling now).
  - bduerst 8y ago
    Right, I wasn't commenting about revenue or whether it was good/bad. Being the quality leader in a market means having high margins and low sales, but the comment above isn't 'counter-anecdotal' regarding marketshare, but more of the same.