chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Aug 12, 2019 4:52:46 GMT -8
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Post by dreamRaj on Aug 12, 2019 5:27:32 GMT -8
9to5mac.com/2019/08/12/growth-in-apples-wearables/This article says the dramatic rise in Wearables will soon make the category bigger than both iPad and Mac. So, to a good extent, the slowdown in iPhones will get compensated for by Wearables+Services.
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Post by dreamRaj on Aug 12, 2019 5:31:21 GMT -8
iphone 11 PRO rumorApple has found another way to justify keeping the price tag high. Heck, they might even take it higher for the "Pro" version like in iPads.
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ems
Member
Posts: 97
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Post by ems on Aug 12, 2019 7:06:37 GMT -8
I never got an email invite for the Apple card, but going into the wallet and hitting the "+" symbol then continuing through Apple Pay gave me the option to add the new Apple Card. It was quick and painless, took < 2 minutes start to finish. Very nice process, typical Apple of course. The actual physical card supposedly arrives in 4-6 days, but it's ready to use as soon as you complete the process in wallet.
Anyway, just an FYI that maybe the soft rollout has started even for non-email-invitees?
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Aug 12, 2019 8:05:02 GMT -8
I am concerned with the 17% drop in Europe. The current echo chamber dismisses it with "Yea, but iPhone is less than half of revenue" That is like standing on a sinking boat and saying "yea, but the water is only up to my waist" While the drop is blamed on higher prices, I think that in our isolation, we may not realize how the rest of the world is moving ahead with 5G. This site might help www.worldtimezone.com/5g.htmllook at the 5g map. I have been beating the 5G drum for over a year now (Jan 4, 2018 and Jan 30, 2018 posts) and things are starting to happen. During the transition, people who have no choice and switch to other phones will be harder to bring back. People will accept inferior technology if it does the few things they need in an acceptable way, despite its poor implementation. Don't believe me? Do you know anyone who uses MS Windows? The Qualcomn/Intel fiasco may be our undoing. We have seen companies with bigger moats than Apple be pushed aside by basic technology changes. Think IBM, DEC, and RIM. I could dismiss the China sales going away because of the trade war, but Europe shakes me.
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Post by deasys on Aug 12, 2019 9:05:43 GMT -8
I am concerned with the 17% drop in Europe. The article's headline is incorrect: iPhone market share dropped 2.9%, not "17%". Also, Samsung's pick-up was in its low profit midrange A-series phones, none of which supports the 5G standard.
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Post by pauls on Aug 12, 2019 9:30:09 GMT -8
I never got an email invite for the Apple card, but going into the wallet and hitting the "+" symbol then continuing through Apple Pay gave me the option to add the new Apple Card. It was quick and painless, took < 2 minutes start to finish. Very nice process, typical Apple of course. The actual physical card supposedly arrives in 4-6 days, but it's ready to use as soon as you complete the process in wallet. Anyway, just an FYI that maybe the soft rollout has started even for non-email-invitees? I got an email invite this morning. I’m updating my OS to latest in order to have it show upon wallet.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Aug 12, 2019 9:37:28 GMT -8
I have been beating the 5G drum for over a year now (Jan 4, 2018 and Jan 30, 2018 posts) and things are starting to happen. During the transition, people who have no choice and switch to other phones will be harder to bring back. People will accept inferior technology if it does the few things they need in an acceptable way, despite its poor implementation. Don't believe me? Do you know anyone who uses MS Windows? The Qualcomn/Intel fiasco may be our undoing. We have seen companies with bigger moats than Apple be pushed aside by basic technology changes. Think IBM, DEC, and RIM. I could dismiss the China sales going away because of the trade war, but Europe shakes me. I guess I'm just going to say "In Tim I trust." The iPhone was not the first mobile phone, but it quickly became the most desired. I doubt that a significant percentage of iPhone users are going switch, especially if infrastructure support for 5G is not ubiquitous. I also expect Apple's support for 5G to be especially well integrated into the experience, which will not necessarily be true for those who are just counting on being to advertise 5G availability. BWDIK
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Post by pauls on Aug 12, 2019 9:44:55 GMT -8
I never got an email invite for the Apple card, but going into the wallet and hitting the "+" symbol then continuing through Apple Pay gave me the option to add the new Apple Card. It was quick and painless, took < 2 minutes start to finish. Very nice process, typical Apple of course. The actual physical card supposedly arrives in 4-6 days, but it's ready to use as soon as you complete the process in wallet. Anyway, just an FYI that maybe the soft rollout has started even for non-email-invitees? I got an email invite this morning. I’m updating my OS to latest in order to have it show upon wallet. Update- updated OS at bagel shop-success! CC signup very simple, qualified in under a minute. Very impressive launch, anecdotally.
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Post by aaplcrazie on Aug 12, 2019 9:55:52 GMT -8
EMS -Yes same thing here. Running iOS 13 Beta....
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Post by rmhe1999 on Aug 12, 2019 10:10:12 GMT -8
Very interesting. I am still not seeing this in Apple Wallet; running iOS 12.4.
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4aapl
Moderator
Posts: 3,622
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Post by 4aapl on Aug 12, 2019 11:58:00 GMT -8
I have been beating the 5G drum for over a year now (Jan 4, 2018 and Jan 30, 2018 posts) and things are starting to happen. During the transition, people who have no choice and switch to other phones will be harder to bring back. People will accept inferior technology if it does the few things they need in an acceptable way, despite its poor implementation. Don't believe me? Do you know anyone who uses MS Windows? The Qualcomn/Intel fiasco may be our undoing. We have seen companies with bigger moats than Apple be pushed aside by basic technology changes. Think IBM, DEC, and RIM. I could dismiss the China sales going away because of the trade war, but Europe shakes me. I guess I'm just going to say "In Tim I trust." The iPhone was not the first mobile phone, but it quickly became the most desired. I doubt that a significant percentage of iPhone users are going switch, especially if infrastructure support for 5G is not ubiquitous. I also expect Apple's support for 5G to be especially well integrated into the experience, which will not necessarily be true for those who are just counting on being to advertise 5G availability. BWDIK I think it ends up depending on what message is being pushed, and when the mobile carriers choose to push it with a vengeance. If the carriers push it early, before widespread availability but while they feel they have an advantage, I could see that pushing available 5G phones. And it's end to end, with the people at stores and kiosks pushing them too. Even if 5G coverage isn't great, I see a very strong possibility of carriers doing this before Apple has a 5G iPhone. OTOH, if it was logical, as far as available coverage, apps utilizing it, and user need, then that's a whole different story. But that's not what marketing is about. Instead, you create the need, or at least the desire. There's going to be a hit. But quantifying it is the problem. Is it going to be 10 users that switch, or 10M? Odds are that it's somewhere in between. And it will be lower the longer carriers wait to push the message, and the more on top of things Apple is of pushing their own message, before or in response. Personally, I don't watch movies on my iPhone, and I mainly run app and SW updates at home on wifi. I expect minimal user experience change in my current usage pattern, even if data rates increased by an order of magnitude.
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ems
Member
Posts: 97
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Post by ems on Aug 12, 2019 12:29:35 GMT -8
5G seems like a non-issue at this point. The infrastructure isn't there, nor are most of the phones worth having. 4G is fast enough to let 5G mature, it's not like we are talking about going from dial-up to broadband. Even 4G LTE is not really well covered in some parts of the country. I expect AAPL will be on top of 5G when they need to be, it's not like they don't have the resources to stay current.
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Aug 12, 2019 13:48:24 GMT -8
I am concerned with the 17% drop in Europe. The current echo chamber dismisses it with "Yea, but iPhone is less than half of revenue" That is like standing on a sinking boat and saying "yea, but the water is only up to my waist" While the drop is blamed on higher prices, I think that in our isolation, we may not realize how the rest of the world is moving ahead with 5G. This site might help www.worldtimezone.com/5g.htmllook at the 5g map. I have been beating the 5G drum for over a year now (Jan 4, 2018 and Jan 30, 2018 posts) and things are starting to happen. During the transition, people who have no choice and switch to other phones will be harder to bring back. People will accept inferior technology if it does the few things they need in an acceptable way, despite its poor implementation. Don't believe me? Do you know anyone who uses MS Windows? The Qualcomn/Intel fiasco may be our undoing. We have seen companies with bigger moats than Apple be pushed aside by basic technology changes. Think IBM, DEC, and RIM. I could dismiss the China sales going away because of the trade war, but Europe shakes me. Bud, i have read every word you have ever written on a website regarding AAPL. But this time you are wrong where every other time you have been salient. 5G is years away, it is nothing but a marketing panacea for the carriers right now. If you are amongst the FEW anointed to actually have it where you live, your data plan is consumemd in 24 hours. Period! No carrieir has any idea what the plans will cost, as their is no change in the industry that will do what 5G promises. It WILL be ubiquitous! And AAPL will, and is now in great shape to lead. F Huwaii, F T, F VZ, F Sprint. All have BILLIONS and Trillions of debt on their balance sheets. 5G is not going to be cheap to any carrier. Au Contrair... Imagine an S&P company (ie...IBM) with one million users, all hypothetically running 8th Gen Intel quad Core i7 class desktops, irrelevent of OS, who must now be told we are going to upgrade everyone to 9th generation XEON desktops. it is FU $$$$$$$$$ AAPL has 2000 highly respected Chip designers, and they just doubled down in the 5G mobile enterprise with 2000 of Intels best! mark my words... "to the moon Alice!"
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Aug 12, 2019 14:00:22 GMT -8
5G seems like a non-issue at this point. The infrastructure isn't there, nor are most of the phones worth having. 4G is fast enough to let 5G mature, it's not like we are talking about going from dial-up to broadband. Even 4G LTE is not really well covered in some parts of the country. I expect AAPL will be on top of 5G when they need to be, it's not like they don't have the resources to stay current. exactly!
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Aug 12, 2019 14:40:05 GMT -8
I think it ends up depending on what message is being pushed, and when the mobile carriers choose to push it with a vengeance. If the carriers push it early, before widespread availability but while they feel they have an advantage, I could see that pushing available 5G phones. And it's end to end, with the people at stores and kiosks pushing them too. Even if 5G coverage isn't great, I see a very strong possibility of carriers doing this before Apple has a 5G iPhone. OTOH, if it was logical, as far as available coverage, apps utilizing it, and user need, then that's a whole different story. But that's not what marketing is about. Instead, you create the need, or at least the desire. Personally, I don't watch movies on my iPhone, and I mainly run apps and OS updates at home on wifi. I expect minimal user experience change in my current usage pattern based on the availability of 5G on my phone. I understand what you are saying, but I think that your last paragraph makes an important point. Perhaps like you, I own an iPhone, an iPad, and an iMac. For many (most?) people, including many Apple customers, their phone is their only computing device. I am blessed (thank you AAPL!) to own an iPhone, and iPad and an iMac, and am able to match the power of the device to the requirements of the task. My iPad is usually at my side while watching TV, and for things like writing this which benefit from a full keyboard or because I need/want the power of a full-screen app, I use my iMac. My iPhone is my least used device most days. I am guessing that a true 5G interface will greatly improve the facility of doing more complex tasks on a phone, which will be a great benefit for a very large number of people, and my bet is that the other mobile phone vendors will be eager to make that available to their customers as soon as possible, while Apple may spend more time perfecting the entire 5G experience. But perhaps I am overthinking this.
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4aapl
Moderator
Posts: 3,622
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Post by 4aapl on Aug 12, 2019 18:28:06 GMT -8
I think it ends up depending on what message is being pushed, and when the mobile carriers choose to push it with a vengeance. If the carriers push it early, before widespread availability but while they feel they have an advantage, I could see that pushing available 5G phones. And it's end to end, with the people at stores and kiosks pushing them too. Even if 5G coverage isn't great, I see a very strong possibility of carriers doing this before Apple has a 5G iPhone. OTOH, if it was logical, as far as available coverage, apps utilizing it, and user need, then that's a whole different story. But that's not what marketing is about. Instead, you create the need, or at least the desire. Personally, I don't watch movies on my iPhone, and I mainly run apps and OS updates at home on wifi. I expect minimal user experience change in my current usage pattern based on the availability of 5G on my phone. I understand what you are saying, but I think that your last paragraph makes an important point. Perhaps like you, I own an iPhone, an iPad, and an iMac. For many (most?) people, including many Apple customers, their phone is their only computing device. I am blessed (thank you AAPL!) to own an iPhone, and iPad and an iMac, and am able to match the power of the device to the requirements of the task. My iPad is usually at my side while watching TV, and for things like writing this which benefit from a full keyboard or because I need/want the power of a full-screen app, I use my iMac. My iPhone is my least used device most days. I am guessing that a true 5G interface will greatly improve the facility of doing more complex tasks on a phone, which will be a great benefit for a very large number of people, and my bet is that the other mobile phone vendors will be eager to make that available to their customers as soon as possible, while Apple may spend more time perfecting the entire 5G experience. But perhaps I am overthinking this. No, Apple often does this, thinking about what the user actually needs. (a good thing, generally) That leaves a lot of marketing space for what the user could be doing. (hmmmmm) Our iPad is antiquated, enough so that I was a little shocked that my son wanted me to log on to it for him. There was a car racing game he hadn't played in a month. But it might be an iPad 2, no longer applicable for current OS updates. OTOH, we also have an old PC laptop, something like 8 years old with a core2duo running windows 7. It's old. But it's the current dedicated streaming computer for the TV, and does a decent job, while running OS updates at strange times like right while we are trying to watch an episode of Elementary. Uggggh. But 5G is for outside of the home, unless it's really up to the task of replacing cable/DSL. That would be great, IMO. But we're in the mountains, and will be several tiers down on getting it. In the mean time, I don't need to stream video all the time, to or from me. I do like to catch the latest news sometimes when along on a ski lift mid-week, and it would be great if voice-to-text worked 100% of the time instead of just 95%, but that's more likely due to my old iPhone. So really, to me, 4g/5g data only matters when uploading my latest Strava data from the field along with a photo of the condition of the stream crossings, or seeing a finance post. Both are relatively low bandwidth. At the same time, I understand that I don't represent all buyers, or even the majority of them. There is some wiggle room. And if marketers can convince some users that they really need 5G now, at a time where Apple doesn't have a checkmark in the list, then they are potential switchers. Until this year, people that I know (we are a mid-aged bunch) have stuck with Apple. But one couple did switch after their ~4 year old iPhones had issues (battery, plug not working), and while at first they had reservations, those have faded at least some. It's an interesting case study for me to watch. But I am curious how many people out there just have a phone, and no computer or tablet. In that case, why have a separate home internet. And with that, 4g/5g speed could matter a lot more.
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