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Apple's (AAPL) stringent policies with telecom carriers - including minimum sales requirements -...

Apple's (AAPL) stringent policies with telecom carriers - including minimum sales requirements - and the iPhone's high price and its technical needs, are preventing the company from addressing a market of 2.8B customers, research firm Asymco.com estimates. Tellingly, Apple has signed fewer than a dozen new carriers since September 2011, helping to explain the device's slowing growth and Samsung's (SSNLF.PK) increasing dominance.
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Comments (10)
  • Mortonk
    , contributor
    Comments (174) | Send Message
     
    Another negative Apple plug from S A, anything else new today...?
    6 May 2013, 07:50 AM Reply Like
  • gensearch2
    , contributor
    Comments (1523) | Send Message
     
    You're implying that Alpha should suppress/not publish negative statements re Apple from institutions.
    6 May 2013, 08:58 AM Reply Like
  • rocback
    , contributor
    Comments (1158) | Send Message
     
    I notice Mr. Eassa has not shown his face lately since Apple has gone from $390 to $450.
    6 May 2013, 11:11 AM Reply Like
  • rrosey2
    , contributor
    Comments (793) | Send Message
     
    461
    6 May 2013, 05:28 PM Reply Like
  • rcpatrick5443
    , contributor
    Comments (812) | Send Message
     
    I think that you may be conflating prevalence and dominance. Apple is not aiming at dominating its markets. It focuses on excellent devices that people love to own and to use, and by any measure, it is excelling on both counts. The Smartphone market is huge and growing, and there's lots of room for many companies to do well. This bean counting about which company is leading in market share is a big deal mostly for companies that lack a loyal following.
    6 May 2013, 08:10 AM Reply Like
  • larry11
    , contributor
    Comments (102) | Send Message
     
    I agree with "mortonk's" comment above, why is this being portrayed as negative against Apple?
    6 May 2013, 08:16 AM Reply Like
  • gensearch2
    , contributor
    Comments (1523) | Send Message
     
    I suppose the question is whether having more carriers handling your product is a positive or a negative.

     

    Most people consider having more sellers carrying your product is better than fewer.
    6 May 2013, 09:02 AM Reply Like
  • Parseeker
    , contributor
    Comments (6) | Send Message
     
    There's a false assumption by the author that there is a race on between Apple and its competitors to get a smartphone into every pocket.

     

    Instead, Apple is focussed on its addressable market -- as that market grows, evolves and matures -- which is comprised of customers who are willing to pay a premium price for a premium product, and who, in turn, appear to be rewarding Apple with loyalty. By definition, therefore, not all customers are Apple's target audience. Yet, their market is very large and growing, and the propensity of their customers to be repeat customers is a tremendous advantage that they would do well to preserve.

     

    Any company in this enviable position would do well to stay focussed on enhancing their sticky ecosystem with each new product or service, and not be distracted by the noise out there.

     

    Disclosure: Long on AAPL and and avid user of their products.
    6 May 2013, 09:28 AM Reply Like
  • milehr
    , contributor
    Comments (534) | Send Message
     
    I do not find this article negative. If one agrees that Apple's major asset is its ecosystem, then the more people become a part of that ecosystem, the better it is for the company. The world has already passed the stage where a smartphone was some sort of a luxury, and now is entering the one where such devices become a necessity. Apple made all the right moves in the first stage, but the rules in the second one are different. I am sure Apple understands this, so with IOS7 we should expect a cheaper line of iPhones and more variations of other Apple gizmos, targeting a wide consumer base outside the US.
    6 May 2013, 09:51 AM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    The number of "carriers" is of less significance and the more important number is the equipments that are being sold by the carriers. If "Apple" thinks that a few carriers would be better to manage, the number of iPhone, iPads, etc. to distribute through them than a multitude of "carriers" then all the power to Apple. You follow my points.
    7 May 2013, 05:04 PM Reply Like
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