Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 2 / 6   >   >>
Peter Clarke
User Rank
Author
Re: Eating it how?
Peter Clarke   7/22/2013 3:28:25 PM
NO RATINGS
@Bruce24

 

Good point. Marketshare is not valueshare.

BUT there is lots of precedent for markets where the competitor comes in undercuts on price, sometimes at a loss to gain marketshare...and then when the competition retreats starts to make money from position of market share strength.

 

Think of Korea in memories versus Japan.

Taiwan in semiconductor production generally.

Sheetal.Pandey
User Rank
Author
Re: Growth in the mid and low end
Sheetal.Pandey   7/22/2013 1:32:31 PM
NO RATINGS
Apple's products are trendy, classy and durable. Apple has the brand value and they are living up to it.

mcgrathdylan
User Rank
Author
Re: Growth in the mid and low end
mcgrathdylan   7/22/2013 12:37:03 PM
NO RATINGS
@eewiz- OK, that's a good point. But even their lower cost iPads and iPods are pretty expensive compared to the many $200 tablets and music players like Sandisk's Sansa, which can cost as little as $30.

Slotblog
User Rank
Author
Re: Apple Did Not Invent the Smartphone
Slotblog   7/22/2013 12:05:19 PM
NO RATINGS
"Other firms prepare to eat Apple's lunch"?

Sounds very much like what the "professional anal-ysts" said about the tablet sector.

How's that working out for Apple's competitors?

BTW, the value of Apple's stock has nothing to do with the facts... the market runs almost entirely on emotion.

Bruce24
User Rank
Author
Eating it how?
Bruce24   7/22/2013 11:39:26 AM
NO RATINGS
Peter,  

The thing about looking at the smartphone maket in terms of units is a good part of the current growth is simply from vendors making traditional "feature" phones  that now have enough features to be called smartphones.  While this is great for increasing units, it doesn't help so much with revenue or profit as these phones are inexpensive and have very low margins.  

While Samsung sold 80% more Smartphones than Apple last quarter, they only generate 3% more revneue from Smartphone sales and Apple ended up with 40% more profit.  According to Strategy Analytics Apple ended up with 57% of all Profits from Smartphone sales....with a unit share of 17%. 

-Bruce

rich.pell
User Rank
Author
Re: "Coolness" factor
rich.pell   7/22/2013 8:06:42 AM
NO RATINGS
I think Apple has already lost much of its "cool factor."  (Its stock certainly has.)  However it has a powerful ecosystem, and - like Microsoft in its day - this can continue to be a compelling advantage over competing platforms.

rich.pell
User Rank
Author
Re: Difference between fresh lunch and leftover
rich.pell   7/22/2013 7:58:07 AM
NO RATINGS
Re: iWatch

While I'm quite excited in general about the possibilities of wearable devices going forward, like Peter I'm somewhat skeptical of the iWatch (at least as a "watch" product per se).  (I happened to watch a financial program this weekend where one of the recommended stocks was that of a watch company (Swatch), and my reaction - as far as the idea of adding it to my own investing watchlist - was "I'll pass on this one.")

Peter Clarke
User Rank
Author
Re:
Peter Clarke   7/22/2013 6:36:12 AM
NO RATINGS
Well maybe Tim Cook does.

 

But Cook was an operations guy and I think that this is why some people worry on Apple's behalf that maybe it has lost the visionary self-belief that it had under Steve Jobs.

One example was that Steve Jobs said Apple would not compete at the smaller tablet size because it was important that Apple do few things very well and remain differentiated and easily identifed as premium.

As I remember it almost immediately on taking over Cook ok-ed the launch of the iPad Mini to compete against Samsung and others.

 

 

 

 

 

Peter Clarke
User Rank
Author
Re: Difference between fresh lunch and leftover
Peter Clarke   7/22/2013 6:30:51 AM
NO RATINGS
@_hm

Did they get a lot of freedom under Steve Jobs?

I heard tell that Steve Jobs product reviews prior to launch were brutal and unforgiving.

Peter Clarke
User Rank
Author
Re: "Coolness" factor
Peter Clarke   7/22/2013 6:29:16 AM
NO RATINGS
@kfield

It always takes time for a brand's coolness to wear off. And how long may depend on the particular market and how marketing is conducted.

In fact there are well known trajectories and timetables for taking brands in at the top with low volume and premium price and then gradually move down market hitting higher volumes at thinner margins...

I believe the sports shoe makers have this down to a fine art. But they also understand that as they move a particular model from cool and expensive and then make it affordable by the masses...they leave room at top for the next premium model.

 

<<   <   Page 2 / 6   >   >>


Radio
NEXT UPCOMING BROADCAST
In conjunction with unveiling of EE Times’ Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. One of Silicon Valley's great contributions to the world has been the demonstration of how the application of entrepreneurship and venture capital to electronics and semiconductor hardware can create wealth with developments in semiconductors, displays, design automation, MEMS and across the breadth of hardware developments. But in recent years concerns have been raised that traditional venture capital has turned its back on hardware-related startups in favor of software and Internet applications and services. Panelists from incubators join Peter Clarke in debate.
Flash Poll
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.