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> They have been disrupted in markets where phones compete on price. Just not true.. Here's how they're doing in China: http://i.imgur.com/cVKCJmO.png http://i

> They have been disrupted in markets where phones compete on price. Just not true.. Here's how they're doing in China: http://i.imgur.com/cVKCJmO.png http://i.imgur.com/cVKCJmO.png And their global marketshare is dramatically increasing in spite of nearly ubiquitous dirt-cheap android competition: http://i.imgur.com/QbUmJkk.png http://i.imgur.com/QbUmJkk.png (From Benedict Evans' excellent blog: http://ben-evans.com/benedictevans/2015/1/27/chart-dump-apples-monster-quarter http://ben-evans.com/benedictevans/2015/1/27/chart-dump-appl...)

prapam2 12y ago
This link(http://www.reuters.com/article/2014/01/17/us-apple-chinamobile-idUSBREA0F1ON20140117 http://www.reuters.com/article/2014/01/17/us-apple-chinamobi...) indicates subsidy model is present in China. In India we don't have any subsidy, i think Apple is share is less then 5%. They even tried to sell few year models at cheap rates to increase share. IPhone6 cost around $900 here. At those rates would it be a big hit anywhere without subsidies?
- mikeyouse 12y ago
  That link is outdated, Chinese subsidies were significantly cut for Apple's strongest quarter last year (Q4). Additionally, Tim Cook specifically called out that 80% of iPhones in China aren't subsidized: http://www.patentlyapple.com/patently-apple/2014/10/apples-ceo-not-concerned-over-iphone-subsidy-cuts-in-china.html http://www.patentlyapple.com/patently-apple/2014/10/apples-c... Most of Europe doesn't subsidize cellphones, and Apple is doing phenomenally in nearly all of Europe: http://www.dailytech.com/iPhone+6+Drives+Apple+Market+Share+to+New+Highs+in+US+Europe/article37064.htm http://www.dailytech.com/iPhone+6+Drives+Apple+Market+Share+...
  - tim333 12y ago
    It's debatable if there are any real subsidies. My last but one iphone I bought for £99 plus 24 contacted payments of £38 each over the next couple of years = £1011. The next I bought for £529 cash. Thinking the first payment plan is a subsidy only really works if you don't understand maths.
    - Luc 12y ago
      That £38 included voice and data service, I hope... In principle it should be possible for the operators to offer you a better deal this way, though in practice they don't really have to, it seems.

prapam2 12y ago

This link(http://www.reuters.com/article/2014/01/17/us-apple-chinamobile-idUSBREA0F1ON20140117 http://www.reuters.com/article/2014/01/17/us-apple-chinamobi...) indicates subsidy model is present in China. In India we don't have any subsidy, i think Apple is share is less then 5%. They even tried to sell few year models at cheap rates to increase share. IPhone6 cost around $900 here. At those rates would it be a big hit anywhere without subsidies?

mikeyouse 12y ago
That link is outdated, Chinese subsidies were significantly cut for Apple's strongest quarter last year (Q4). Additionally, Tim Cook specifically called out that 80% of iPhones in China aren't subsidized: http://www.patentlyapple.com/patently-apple/2014/10/apples-ceo-not-concerned-over-iphone-subsidy-cuts-in-china.html http://www.patentlyapple.com/patently-apple/2014/10/apples-c... Most of Europe doesn't subsidize cellphones, and Apple is doing phenomenally in nearly all of Europe: http://www.dailytech.com/iPhone+6+Drives+Apple+Market+Share+to+New+Highs+in+US+Europe/article37064.htm http://www.dailytech.com/iPhone+6+Drives+Apple+Market+Share+...
- tim333 12y ago
  It's debatable if there are any real subsidies. My last but one iphone I bought for £99 plus 24 contacted payments of £38 each over the next couple of years = £1011. The next I bought for £529 cash. Thinking the first payment plan is a subsidy only really works if you don't understand maths.
  - Luc 12y ago
    That £38 included voice and data service, I hope... In principle it should be possible for the operators to offer you a better deal this way, though in practice they don't really have to, it seems.