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"Apple has not “lost sales” to Android as it has been selling all it can produce. " I'm not sure that's a useful way of looking at it. If Android were never bo
by hnsmurf 16y ago
"Apple has not “lost sales” to Android as it has been selling all it can produce. "
I'm not sure that's a useful way of looking at it. If Android were never born Apple may have doubled production capacity and still be selling out for lack of a viable competitor.
And even if it's been benign so far, it won't be soon. It's hard to spot the effects of competition in a rapidly growing market like consumer smart phones or tablets. It'll be a lot easier once everyone already has one, and how far away is that? Phones are almost there and tablets probably will be in 2-3 years.
- cooldeal 16y ago>"Apple has not “lost sales” to Android as it has been selling all it can produce. " Is that really true of the iPhone? Thought the Verizon iPhone was not doing so well because of all the flagship Android phones that run on Verizon. Even if it were, it does not take into account the price pressure, if there were no competition, the prices, margin and hence profit could be much higher.
- Anechoic 16y ago>Thought the Verizon iPhone was not doing so well because of all the flagship Android phones that run on Verizon. The speculation I've seen (and it's just that since Apple/Verizon never released forecast numbers) was that sales are running below expectations but the reasoning for that isn't settled. It could be because of the Android flagship phones, or (as Marco has speculated) it could be because of contract cycles and folks are waiting for their contracts to expire before switching rather than breaking their contracts.
- jlv 16y agoI'm not sure your analysis holds either, though. All signs point to Apple being pretty aggressive in securing its supply-chain both for current production and future potential (see: Brazil).