* Posts by Eugene Norman

6 publicly visible posts • joined 7 Sep 2017

China cools on Apple's high-priced iBling

Eugene Norman

There isnt much to see here. A small reduction in the number of people who say they will buy an iPhone, which isnt realistic anyway as only 8.5 % do. I dont think we should start the Apple is Doomed website again, not just yet.

We don't need another hero: Huawei overtakes Apple – even without a big-hitter

Eugene Norman

Re: Apple is doomed

No they will be handed onto familuy and keep working for years, increasing the installed base, now at a billion or so.

Eugene Norman

The 5s? What Android device works after that long?

Eugene Norman

Nobdy is defecting. The Apple ecosystem is solid. There are literally no defections.

In any case the cost of a phone is its depreciation over the years you have it, not its upfront cost. Most people will get money from the old iPhones but nothing from their old cheap Androids, which they have to buy every year.

Eugene Norman

I mean doubt it all you want, but theres clearly a super cycle on the cards for Apple this year, pretty much nobody denies that.

Eugene Norman

not really. it drops off mid-summer most years as a percentage of the total market, and rises significantly every November-March. This year it will reach 30-40% of the world wide market for a few months and decline to the teens next summer. Same as it ever was. In terms of the installed base Apple in fact keeps growing at a higher level than Android phones, which is why services ( mostly app downloads) keep growing