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It's the market that's unhealthy. Samsung and Apple are really the only big players at this point - Sony has sub 1% market share, Asus likely even less. OnePlus
by ejj28 4y ago
It's the market that's unhealthy. Samsung and Apple are really the only big players at this point - Sony has sub 1% market share, Asus likely even less. OnePlus is owned by OPPO and together they have about 9% market share. Samsung is the only brand that is actually able to compete with Apple.
- dataflow 4y agoStill confused. So what would be healthy in your mind? The sheer number of manufacturers competing in the Android ecosystem seems like the definition of a healthy market for Android phones—in contrast with iOS where there's 1 player. Obviously you can't have 10 manufacturers each with 50% market share, so what sign of health are you looking for that deviates so strongly from the status quo?
- ekianjo 4y agoIn other industries a healthy fragmented market looks like the major player having 30 percent share, the second about 20, and the rest is divided among a dozens different competitors. Obviously this is not the case at all in the android market.
- dataflow 4y agoAndroid seems [1] to be 34% (EDIT: or 23%? see [2]) vs. 15% for the top 2 players—is it really that stark of a contrast with 30% vs. 20% to call it unhealthy? [1] https://www.appbrain.com/stats/top-manufacturers https://www.appbrain.com/stats/top-manufacturers [2] https://news.ycombinator.com/item?id=32114999 https://news.ycombinator.com/item?id=32114999
- ekianjo 4y agoThat kind of market share in volume is useless. The market share in value is much more relevant. Selling 100 usd smartphones is not the same as selling 1000 usd smartphones.
- dataflow 4y agoWhat are the statistics for those?
- altfredd 4y agoThe statistics are as following: Huawei made a few 1000 usd smartphones, but nearly went bankrupt and had to sell their mobile division.
- polskibus 4y agoDid they sell everything mobile or just the Honor brand?
- fauigerzigerk 4y agoHuawei's fate had nothing to do with markets or with the price of their phones though.
- fauigerzigerk 4y agoSo for 2021 the revenue share is Apple 44% Samsung 16% BBK Electronics 16% (Oppo/OnePlus/Realme 8%, Vivo 8%) Xiaomi 8% Others 16% That's according to Counterpoint Research [1] Profitability appears to be even more skewed in favour of Apple but I don't know the exact numbers. It would be interesting to know what's included in that 16% others category as that's where any challengers would be coming from. [1] https://www.counterpointresearch.com/global-smartphone-revenue-hits-record-450-billion-2021-apple-captures-highest-ever-share-q4-2021/ https://www.counterpointresearch.com/global-smartphone-reven...
- fomine3 4y agoNote that OPPO/OnePlus/Realme isn't BBK, as original report distinguishes. https://news.ycombinator.com/item?id=27871845 https://news.ycombinator.com/item?id=27871845
- 4y ago
- ulfw 4y agoThat is pretty much exactly what it is. https://www.appbrain.com/stats/top-manufacturers https://www.appbrain.com/stats/top-manufacturers Samsung is at about 35%, BBK is next at about 23% (Oppo+Vivo+Realme are subbrands of BBK as is Oneplus). BBK is a bit the 'Luxottica of Android' if you will with several brands under them: https://en.wikipedia.org/wiki/BBK_Electronics https://en.wikipedia.org/wiki/BBK_Electronics
- ekianjo 4y agoSee reply in other thread - nobody cares about volumes, but value share.
- izacus 4y agoNo, YOU don't care about volumes because it doesn't confirm your own biased opinion. Plenty of other people care about market share (not to mention you're deliberately ignoring all the non-phone Android ecosystem that has established).
- sorenjan 4y agoSamsung has 23.7% market share, Apple 18%, Xiaomi 12.7%. https://www.idc.com/promo/smartphone-market-share https://www.idc.com/promo/smartphone-market-share
- wumpus 4y agoYou forgot the word "unit". It's not money, it's units. Apple doesn't dominate the number of widgets, they dominate in money.
- deleted 4y ago[deleted]
- rascul 4y agoDoesn't Samsung make a bunch of parts for the iPhone?
- klysm 4y agoIf so that’s kind of insane to think about the market dynamics where that makes sense.
- tsimionescu 4y agoSamsung makes everything that can be made on Earth, so it's hard for Apple to avoid. And why would Samsung refuse to make profits on iPhones?
- astrange 4y agoThose aren't necessarily the same business/P&L just because they're all called Samsung either, so it's natural for them to compete with each other. (Sure they're owned by the same people, but Apple and Google are also owned by the same people - American 401k providers.)
- tsimionescu 4y agoSamsung is a conglomerate - the various Samsung businesses are separate, but they are affiliated in deeper way than just having the same investors.
- rvense 4y agoSamsung's chip department is likely very far from their phone department. They make everything, basically, some say they even run a country.
- pjmlp 4y agoMaybe from US point of view.
- indymike 4y agoThis is very US market centric.