SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: pyslent who wrote (169527)5/16/2014 10:59:13 AM
From: MGV1 Recommendation

Recommended By
HerbVic

  Respond to of 213177
 
As a percentage of the whole smartphone market, yes, the high end is losing share, as it has for probably the 3rd year in a row ...
Your statement isn't inaccurate but requires context to be a clear statement on the health and state of Apple's market. It isn't that the high end share of the market is less than 3-years ago because it has stopped growing; it is less because the transition of consumers away from feature phones has accelerated. The pie is growing faster at the low end than the high end globally because of this shift in adoption rates. Because Apple's product is superior, I expect the consumer transition to continue from feature phones to lower quality smart phones to higher quality smartphones because the cost difference between a 300 smartphone and a 600 smartphone is insignificant relative to the difference in functional experience. I see middle class sports fans pay 300-400 per ticket for a single event. The cost difference between an iPhone and a lower quality smartphone is over rated.



To: pyslent who wrote (169527)5/16/2014 11:06:32 AM
From: Ryan Bartholomew  Read Replies (1) | Respond to of 213177
 
the high end is losing share
If the smartphone market as a whole slows in growth, then the above factor you noted becomes critical. And it's not just the share... it's the profits derived from it. The S5 is doing okay, but they dropped their price. You saw what happened to Samsung at the last quarterly earnings.