Apple Has 93% of Mobile Profits

Barron's ^ | February 9, 2015, 9:48 A.M. ET | Tiernan Ray

[ctdonath2]

Canaccord Genuity’s Mike Walkley this morning ... writes that his assessment of vendor data in smartphones suggests, whose shares he rates a Buy, captured 93% of industry profits in Q4 ... while Samsung Electronics has a minority of profit and all others operate at no profit or at a negative margin

[ctdonath2]

One product. Half the market. Nearly all the profits.

[ctdonath2]

This could be fun.

[Ingtar]

his assessment

Key words.

[freedumb2003]

You forgot these:

[Moltke]

Better to buy Apple stock than an iPhone, obviously.

[Mastador1]

It’s a MONOPOLY! Quick someone get Holder and the EU, they must be persecuted, er, prosecuted and made to pay!!

[Star Traveler]

YIKES!!

[Star Traveler]

Apple has been persecuted, already, for the last 30 years, with all these idiotic reporters saying it’s going out of business any minute! ... LOL ...

[factoryrat]

All of that chinese labor is really paying off.

And everyone wonders why the south was so pissed of when slavery was abolished.

Unfortunately for the US, we are fast equipping the the chinese to be our new slave masters, and when they come for US, we will not be able to fight them off.

Enjoy all of the cheap imports while you can, because it won’t last.

[cuban leaf]

One product. Half the market. Nearly all the profits.

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I.e. overpriced. ;-)

[ctdonath2]

You think those other competing manufactures are NOT using equally cheap labor?

I’ll agree with your conclusion, but disagree about its relevance to this thread.

[cuban leaf]

Better to buy Apple stock than an iPhone, obviously.

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Exactly what I was thinking.

[from occupied ga]

I.e. overpriced. ;-)

Obviously not from the consumers' point of view.

[cuban leaf]

It really doesn’t matter where it’s made when everything is done by robots. The money is going to corporate workers for management, design, etc., with a trickle going to those few at the manufacturing facility doing unskilled labor.

[ctdonath2]

I’m looking for any facts coming to a contrary conclusion. Indeed does look like the rest of the industry is barely keeping afloat, with Samsung doing best only because it’s learning from building the key components for Apple.

Simply observing facts doesn’t warrant the indicated ad-hominem non-sequitur.

[cuban leaf]

Obviously not from the consumers’ point of view.

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Obviously it depends on the consumer. My buddy has been an apple person forever. He thought I was nuts to get my LG G3. Interestingly, we have fewer problems with our phones than he has with his. But he does run a LOT of software on his. I use my computer for most of that stuff, though I live by that thing on my commute.

[ctdonath2]

Apple’s at a point where they could outright destroy all competition by GIVING AWAY their products for a year or so, and still survive with cash in the bank.

[CodeToad]

!!!! USING APPLE PRODUCTS CURES CANCER !!!

[ctdonath2]

A thing is worth exactly what another is willing to pay for it.

[freedumb2003]

Not a non-sequieur if you understand it.

If not, plenty of others will.