Morgan Stanley, based on pre-order delivery times and early data from China, believes Apple’s iPhone 14 cycle is starting stronger than expected.
Jason Aycock for Cerco Alpha:
The big debate that headed for Apple’s iPhone reveal event last week, says analyst Erik Woodring, was about how resilient demand for the new phone would be against the two headwinds of the market. consumer electronics in 2022: persistent inflation and growing macroeconomic uncertainty.
But the company’s tracker shows that the iPhone 14 Pro Max’s delivery times are the longest (at this point in the cycle) of any iPhone model in the past six years, he said. Delivery times on the iPhone 14 Pro are the third-longest in that range, in line with last year’s iPhone 13 Pro / Pro Max.
Early adoption is “a little stronger than we expected” and “early comments on pre-orders from markets like China and India are just as solid.”
MacDailyNews takes: It is the lousy Android peddlers who will be most affected by rampant inflation and recession, not Apple.
Karma, she is a bitch. ?
And, yes, as usual, this is unfolding as it was predicted:
Real iPhones vs. Poor iPhones. As always. – MacDailyNews, April 22, 2022
Bottom line: those who are satisfied with Android devices are not the same as iOS users. The fact is that iOS users are worth much more than Android settlers to developers, advertisers, third party accessory manufacturers (speakers, cases, chargers, cables, etc.), vehicle manufacturers, musicians, TV show producers, producers of movies, book authors, couriers, retailers, podcasters … The list goes on and on.
Customer quality matters. Much.
Easy “analyzes” that look only at market share (units), equating an Android settler to an iOS user, make a fatal mistake by mistakenly equating the users of each platform one to one.
When it comes to mobile operating systems, all users are simply not the same. – SteveJack, MacDailyNews, November 15, 2014
Android is sent to users who are, in general:
a) confused as to why they should choose an iPhone over a lower knockoff and therefore may be less inclined to understand / explore the capabilities of their devices or rely on their devices with credit card information for shopping; and / or
b) Get enticed with “Buy one get one free”, “Buy one, get two or more free” or similar offers ($ 100 Gift Cards with purchase).
Neither customer type is the cream of the crop when it comes to successful engagement or coveted demographics; closer to the bottom of the barrel than to the top, in fact. Android can be widespread and still demographically inferior precisely because of the way in which and to whom Android devices are marketed. BOGO’s never-ending promotions attract a seemingly endless stream of cheap freetards just like the senseless TV commercials about robots or exploding holes in concrete walls attract fleshheads and dulls – not exactly the best demographics unless you he’s not peddling muscle building powders or fat monkey suits.
Google made a crucial mistake: it gave away Android to the “partners” who pushed and continue to bring the product into the hands of the exact opposite type of user that Google needs to truly thrive on Android. So, Android is a stagnation of second-rate app versions, or worse, that are only downloaded when free or ad-supported, but the Android user is notoriously cheap, so ads don’t sell much because they don’t work great. . You would have guessed that Google would have understood this, but you would have guessed wrong.
Google created a platform that relies heavily on advertising support, but sold it to precisely the type of customer who is least likely to sponsor ads.
IOS users are the ones who buy apps, so developers focus on iOS users. IOS users buy products, so accessory manufacturers focus on iOS users. IOS users have money and a proven willingness to spend it, so vehicle manufacturers focus on iOS users. Etc. Android may have the Hi Haw demographic. Apple doesn’t want it or need it; it’s much more of a problem than it’s worth it. – MacDailyNews, November 26, 2012
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