3 ms·

Both Apple and Samsung are going to get their lunch eaten by Xiaomi, Huawei and the rest I guess, then. I'm eagerly awaiting the Pocophone F1 release here in U

Both Apple and Samsung are going to get their lunch eaten by Xiaomi, Huawei and the rest I guess, then. I'm eagerly awaiting the Pocophone F1 release here in Uruguay.

lucb1e 8y ago
That rings true. Huawei owner here who, when purchasing, was doubting between a Lenovo, Xiaomi and this Huawei. Didn't have to think long when seeing what Samsung asks for a mid- or high-end phone (or when comparing specs of their low-end models).
microtherion 8y ago
That must be an odd definition of "lunch", given that Apple tends to capture roughly 80% of Smartphone profits, Huawei about 6%, and Xiaomi even less than that.
- GFischer 8y ago
  Now. But they're in serious danger of being disrupted from the bottom. http://www.claytonchristensen.com/key-concepts/ http://www.claytonchristensen.com/key-concepts/ Low-end disrupters (think steel minimills and discount retailers) come in at the bottom of the market and take hold within an existing value network before moving upmarket and attacking that stratum
  - microtherion 8y ago
    For a value of "now" that includes the last 10 years. And for the entire time, low end disruption has been predicted, with the list of designated disruptors occasionally changing.
    - GFischer 8y ago
      One pretty good barrier that Apple has built and defends well is the phone as a status symbol and object of desire. But, as a phone, I think low end disruptors are here, and I can't understand why people would pay 3 or 4 times as much as needed for a phone - other than that they have the money, and they want the phones for reasons unrelated to performance (aesthetics, perceived quality, privacy, etc.). Xiaomi in particular is trying to erode that particular Apple barrier, their flagships are already objects of desire in India, China and in my country (Uruguay).

3 ms·

Both Apple and Samsung are going to get their lunch eaten by Xiaomi, Huawei and the rest I guess, then. I'm eagerly awaiting the Pocophone F1 release here in U

by GFischer 8y ago

Both Apple and Samsung are going to get their lunch eaten by Xiaomi, Huawei and the rest I guess, then. I'm eagerly awaiting the Pocophone F1 release here in Uruguay.

lucb1e 8y ago
That rings true. Huawei owner here who, when purchasing, was doubting between a Lenovo, Xiaomi and this Huawei. Didn't have to think long when seeing what Samsung asks for a mid- or high-end phone (or when comparing specs of their low-end models).
microtherion 8y ago
That must be an odd definition of "lunch", given that Apple tends to capture roughly 80% of Smartphone profits, Huawei about 6%, and Xiaomi even less than that.
- GFischer 8y ago
  Now. But they're in serious danger of being disrupted from the bottom. http://www.claytonchristensen.com/key-concepts/ http://www.claytonchristensen.com/key-concepts/ Low-end disrupters (think steel minimills and discount retailers) come in at the bottom of the market and take hold within an existing value network before moving upmarket and attacking that stratum
  - microtherion 8y ago
    For a value of "now" that includes the last 10 years. And for the entire time, low end disruption has been predicted, with the list of designated disruptors occasionally changing.
    - GFischer 8y ago
      One pretty good barrier that Apple has built and defends well is the phone as a status symbol and object of desire. But, as a phone, I think low end disruptors are here, and I can't understand why people would pay 3 or 4 times as much as needed for a phone - other than that they have the money, and they want the phones for reasons unrelated to performance (aesthetics, perceived quality, privacy, etc.). Xiaomi in particular is trying to erode that particular Apple barrier, their flagships are already objects of desire in India, China and in my country (Uruguay).