4 ms·

Weird take. Android is still ~80% of the market.

by dialup_sounds 10mo ago

tooltalk 10mo ago
very weird indeed. Apple has ~20% of the global smartphone sales, but 80% of global industry profit. pareto?
- makeitdouble 10mo ago
  > 80% of global industry profit. Are you thinking about the "services", aka mostly mobile casinos ? I never saw a figure of Apple making 80% of profit on the devices, I'd love to see where you get the number from.
  - tooltalk 10mo ago
    No services. Or profit margin. Apple is the most profitable company in the smartphone business and, while their "unit sales" or market share accounts for only about 20%, Apple's share of the smartphone industry's profit is about 80+%.
    - makeitdouble 10mo ago
      If what you mean by "smartphone business" is neither unit sales nor services, I'd really need you to point at some specific report to understand what we're talking about.
      - hurfdurf 10mo ago
        >The Cupertino, California-based tech giant collected 85% of operating profit and 48% of revenue from smartphone sales over the course of the year. https://www.bloomberg.com/news/articles/2023-02-03/iphone-grabs-record-smartphone-profit-share-of-85-for-apple https://www.bloomberg.com/news/articles/2023-02-03/iphone-gr... >However, it outperformed a struggling smartphone market in terms of shipment, revenue and operating profit growth, in turn achieving its highest-ever shares of 18%, 48% and 85% in these metrics respectively, in 2022. https://counterpointresearch.com/en/insights/2022-global-smartphone-shipments-lowest-since-2013-apple-regained-no-1-rank-highest-ever-operating-profit-share-85 https://counterpointresearch.com/en/insights/2022-global-sma... Almost three year old numbers, but not all that much should have changed since then.
- herbst 10mo ago
  That's like "look at us, whatever we do, you are overpaying"
steve1977 10mo ago
That’s true, but that includes many low-cost devices, a market segment in which Apple clearly is not interested.

Weird take. Android is still ~80% of the market.

tooltalk 10mo ago

very weird indeed. Apple has ~20% of the global smartphone sales, but 80% of global industry profit. pareto?

makeitdouble 10mo ago
> 80% of global industry profit. Are you thinking about the "services", aka mostly mobile casinos ? I never saw a figure of Apple making 80% of profit on the devices, I'd love to see where you get the number from.
- tooltalk 10mo ago
  No services. Or profit margin. Apple is the most profitable company in the smartphone business and, while their "unit sales" or market share accounts for only about 20%, Apple's share of the smartphone industry's profit is about 80+%.
  - makeitdouble 10mo ago
    If what you mean by "smartphone business" is neither unit sales nor services, I'd really need you to point at some specific report to understand what we're talking about.
    - hurfdurf 10mo ago
      >The Cupertino, California-based tech giant collected 85% of operating profit and 48% of revenue from smartphone sales over the course of the year. https://www.bloomberg.com/news/articles/2023-02-03/iphone-grabs-record-smartphone-profit-share-of-85-for-apple https://www.bloomberg.com/news/articles/2023-02-03/iphone-gr... >However, it outperformed a struggling smartphone market in terms of shipment, revenue and operating profit growth, in turn achieving its highest-ever shares of 18%, 48% and 85% in these metrics respectively, in 2022. https://counterpointresearch.com/en/insights/2022-global-smartphone-shipments-lowest-since-2013-apple-regained-no-1-rank-highest-ever-operating-profit-share-85 https://counterpointresearch.com/en/insights/2022-global-sma... Almost three year old numbers, but not all that much should have changed since then.
herbst 10mo ago
That's like "look at us, whatever we do, you are overpaying"

steve1977 10mo ago

That’s true, but that includes many low-cost devices, a market segment in which Apple clearly is not interested.