iPhone 14 Pro helps Apple dominate 2022 smartphone scene

[FFR]

Understandably to the average reader, they’d see the 22 vs 21 percent and think “not really a big change or difference”. In reality it is massive.
First, Apple sells nothing but premium except a small percent of SE which is almost premium priced. OTOH Samsung sells a majority of their phones in the budget market. So Samsung may have lost 2% of the entire overall phone market but their loss in premium sales was probably near 10%.

Secondly, these millions of added iPhone users are overwhelmingly going to be ‘for life’. The Apple eco is like the Eagles song Hotel California. “You can check out anytime you like but you can never leave”. Samsung and others do not have the luxury to fall down in the premium market. Once they move to iPhone, it is hell to pay to even have a chance to get them back.

Lastly, see that pic of the throngs at the Apple Store? That’s years of protecting the brandname. That’s years passing up budget TV streaming sticks, 199$ iPhones, 300$ Apple version of Chromebook, 99$ iPad lite as well as an Apple Toothbrush and an Apple Dustbuster. Exclusivity of products, design focused on a small group of products. That gives you a chance at crowds. A toothbrush and vacuum company that also sells 75 smartphone models? Good luck getting a crowd.

I believe samsung shipped 2 million unit less for the quarter, best in mind this is sell-in data and not sell through. It’s been reported Samsung has high inventory levels due to lack of demand.

Quite right, Samsung asp is around $180 vs apple $860.

Back to India the second store opening also drew a large crowd, Samsung employees were notably upset.

iPhone now represents 6% of the market up from 2% and accounts for the majority of revenue share in India. Simply remarkable.

And back to Korea, it seems Apple Pay is taking off much to the dismay of Samsung mobile.

 

[Up_And_Away]

I believe samsung shipped 2 million unit less for the quarter, best in mind this is sell-in data and not sell through. It’s been reported Samsung has high inventory levels due to lack of demand.

Quite right, Samsung asp is around $180 vs apple $860.

Back to India the second store opening also drew a large crowd, Samsung employees were notably upset.

iPhone now represents 6% of the market up from 2% and accounts for the majority of revenue share in India. Simply remarkable.

And back to Korea, it seems Apple Pay is taking off much to the dismay of Samsung mobile.

Lol, great info as always FFR. Wow! on the ASP. I did not know the difference was that massive. I suspected it was big but that difference ultimately shows the comparison of the two phone companies is an Apples to oranges comparison. Samsung just really doesn’t belong being compared to Apple. Some may not like that reality but the numbers are clear. No one would compare Yugo to BMW even though they are both car companies.
It is embarrassing for Samsung regarding the stores. Why they’d even try to do anything promotional against a new Apple Store, to bring attention to themselves?? It’s inviting brand humiliation in tweets, posts, videos or story. Samsung does not seem to understand what they are. Samsung is a seller, among other things, of ultra cheap mass market phones, mini refrigerators, vacuum cleaners, washing machines. There’s nothing wrong with that but FFS can they be this oblivious to what they are? Apple may be huge but they are an exclusive brand. Samsung is not an exclusive brand(by their own Corp. choices). A nearby Samsung store promo on the day of an Apple Store opening? That’s a shocking lack of self awareness, gaining a possible handful of customers today while reminding umpteen thousands they are not an exclusive brand.