samij

Apple's iPhone to Capture Chinese Internet Market

hype hype hype...

firstly, chinese 3g networks will only begin to emerge in 2009, and even then in some central areas of the few largest cities.

secondly, dont let the $199 hype distract you, iphone with $70/month subscription is nothing near affordable for the mass of chinese population.

apple may sell a few iphones in china in 2009 but nothing in the amounts that would be needed to have any significant effect on the stock price.

Apple Store Goes Offline: New Macbook, or iPhone App Store?

another apple commercial, you guys are getting paid for publishing these? shouldn't these be in the banner area?

iPhone 3G Plans Around the Globe

i hope apple paid for this commercial...

China Mobile Working Toward iPhone Deal

funny that the writer finds out whether chinese newspapers have web pages or not, but forgets to find out whether there is a 3g iphone compatible 3g network in china... well, there isn't and it will take a while before there will be.

Prescient Nokia Analyst Turns Bullish on the Stock

> was about the only analyst spotting the market share erosion in
> Nokia’s European heartland.

could you provide link pointing to nokia's market share erosion in europe other than teros speculation? according to gartner: "Nokia is especially strong in Europe", they also note that it was sonyericsson whose market share eroded.

Apple: Confusion Reigns Over iPhone Sales Projections

Doc Sab, you find Apple earnings call transcripts on this very site, please read them. Apple officials have several times stated the 10m goal is for calendar 2008, not cumulative.

BTW, it's good to note that the iphone numbers reported for iphone 3g now are not directly comperable to those from the previous quarters. Bulk of iphone 2g sales were made directly from Apple to customers and unit number reported were therefore mostly end-user sales.

Iphone 3g will be sold increasingly through operators so the numbers reported will not be end-user sales, but iphones the operators have ordered. Given the large number of operators Apple FQ4 and FQ1 iphone sales numbers are likely to be very good, no matter how well the device is received by the public.

Apple: Analysts Still Diverge on iPhone

it's quite clear that iphone has limited appeal in corporate environment, especially in the segment which rimm has captured. the main use of blackberries is messaging, and that is just not one of iphones' strenghts. especially for email the touch screen keyboard just is not good enough when you are messaging all day long.

Here's What Will Happen To Apple's Rivals

> in the U.S., they’ve grabbed a 25+% share of the smart phone market

nice round number :) what about you make an alternative estimations based on the market share iphone achieved in france, germany and the uk. that way you might get an blog post resemling something other than fanboy rambling.

Apple's iPhone 3G: Who Needs Carrier Subsidies?

once upon a time in Schaumburg, Il there was this company and they had a supersexy new cell phone on their hands and they were able to sell them 1m @ $599, but then the demand didn't quite meet their expectations and production ordres, so what do to, what to do...

well they lowered the price to $399 and another 5m, but then the demand dried up, so what to do?

cut the price to $199, what the heck, the production costs had decreased and they sold another 10m, then they dropped the price to $99 and sold 20m more. finally they started throwing the device out for free! and "sold" some 30m more. nice business plan.

iPhone in China - What It Will Mean

here's a tip for you: check the state of 3g networks in china. might be worthwhile...

3G iPhone Going For Market Share

because the plans in emerging markets are not cheaper than those in the us? if anything, they are even more expensive. that's why over 95% of the users do not take suscribe plans.

3G iPhone Going For Market Share

are you seriously suggesting that iphones with price tag of $199 + $70/mo for 24 months are targeted to emerging markets? i think you should visit one someday :)

Apple's New Revenue Sharing Agreement Impresses Analysts

couple of notes:

1. $199 iphone will seriously hurt ipod sales.

2. q2 iphone sales were 1.7m, now estimation for q3 is 0.7m and q4 2-3m, total of 4.4m-5.4m. apple would have to sell 4.6m-5.6m during first fiscal quarter to achieve their goal of 10m iphones sold 2008, or 7.6m-8.6m to achieve their goal of market share of 1% of global cell phone sales. the US economy better start recovering soon!

Can Apple Double Its iPhone Sales Goal?

what kind of figure you get if you use the "general cellphone market penetration rate" of iphone in uk, france and germany instead of that in the us? not quite 21m...

Apple: How Big Is the Potential iPhone Market?

arkay,

you got it partially right, apple has lowered profit margin by giving up its revenue sharing model to get agreements with the operators having those 520m customers. with the current prices they can sell about 4m iphones/year to those customers.

to increase the sales from that, they need to lower the price of the unit. this not only decreases iphone profits, but also start eating their ipod sales. if they offer iphone for 299, very few will buy touch for the same price.

bottom line being, the profit potential is much much lower than you'd expect from the numbers given in the article.