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Strengths
Weaknesses
Ecosystem
High average selling prices (ASPs) in an
industry characterized by declining
ASPs Significant growth rates and cash
flows
Opportunities
Threats
Diversification of products
Apple Pay provides robust growth
opportunityPositive outlook for
smartphone and tablet markets
Products:
Apple is a platform: IOS based devics and services completely integerated.
Competitive advantage: Innovation, premium brand recognition,
Apple iwatch Competition: pebble, samsung gear, fitbit
Apple Pay market penetration competing with banks
Iphone in China
Iphone in last quarter vs. Samsung First time since 2011 Apple sold more iphones than
Samsung
Other:
Music Streaming Netflix? Pandora?
Beats acquisition << premium brand iphone like demand and pricing
Financials:
Cash Horde (how to use it?) << buy back :: Carl Icahn pressure to buyback shares. 180 Billion
Profit per device: Q4 74.5 Million with ASP of $698 vs Samsung $206
Tax implication http://en.wikipedia.org/wiki/Double_Irish_arrangement
http://www.bloomberg.com/news/articles/2014-09-30/crackdown-on-apple-in-ireland-opensfront-on-tax-avoidance-war
http://www.forbes.com/sites/leesheppard/2013/05/28/how-does-apple-avoid-taxes/
Tax evasion allegations
Ireland investigation
A look at Apple's main competitors in the worlds of wearables and mobile payments
Apple made waves Tuesday by entering two new business sectors at once: wearables and mobile payments.
The company announced the Apple Watch, a long-rumored smartwatch that will synch up with iPhones and offer
new fitness-tracking feature, and Apple Pay, a mobile payments service that will let users pay for things in physical
stores with a tap of their phone or watch.
Wearables and mobile payments are tech sectors that already have plenty of competitors, including heavyweights
like Google and Samsung, but have yet to reach true mainstream adoption. Apple will look to recreate the magic it
found with portable music players, smartphones and tablets, but its foes aren't likely to just accept being pushed to
the sidelines.
Here's a look at the current players in wearables and payments and how their efforts have fared so far:
Wearables
Samsung
The Product: Samsung has already bet big on smartwatches with its line of Galaxy Gear. The original Galaxy Gear,
released in fall 2013, served as an accessory to Samsung tablets and smartphones, offering a way to read texts and
other info relayed from the phone. The watch also sported a camera, an unusual smartwatch feature that the Apple
Watch doesn't have.
Success So Far: The original Galaxy Gear was widely panned in reviews, but the Gear 2 left a more favorable
impression. Samsung claimed that it shipped 800,000 of the original Gear in its first two months on the market, but it's
not clear how many of them actually sold to customers. According to market research group NPD, 500,000 total
smartwatches were sold in the U.S. between October 2013 and June 2014, and Samsung generated about $75
million in revenue from its portion of those sales.
Pebble
The Product: Startup Pebble proved that the smartwatch could be a viable product line when its 2012 Kickstarter
project became the most successful endeavor in the crowdfunding site's history back in 2012, generating more than
$10 million in donations. Now Pebble has grown from a clever idea into a well-established business that offers
smartwatches in a variety of styles. The company's watches link up with both iPhones and Android devices and are
fairly affordable with a starting price of $150.
Success So Far: Pebble says it has sold more than 400,000 smartwatches so far and has 15,000 developers
making apps for the device. According to NPD, the startup is second to only Samsung in smartwatch sales in the U.S.
But these numbers are paltry compared to the scale that Apple likely envisions for the Apple Watch.
Google
The Product: As with phones, Google will mainly take the fight to Apple in the smartwatch space via software.
Earlier this year the search giant unveiled Android Wear, a version of its Android operating system tailored specifically
for wearables. So far three watches make use of the software: the Moto 360, the LG G Watch and the Samsung Gear
Live.
Success So Far: The LG G Watch has earned solid reviews, but the sleeker Moto G disappointed critics when it
launched earlier this month. No word yet on sales of these products. Google may have higher aspiration for Google
Glass, its computerized glasses that are currently being beta tested in the U.S.
Fitbit
The Product: With Apple positioning the Apple Watch as a lifestyle device, the company will have to take on the
current juggernaut of life-improving wearables, the Fitbit. The popular electronic bracelets and clip-on devices can
track everything from miles jogged to quality of sleep. The products are cheap too, starting at just $60.
Success So Far: Fitbit has managed to fend off apparel giant Nike in the fitness wearables category and now easily
leads the market with almost 50% market share, according to research firm Canalys. Apple will have to convince
health nuts that its product is worth three to four times the cost of a regular health-tracking device.
Mobile Payments
PayPal
The Product: eBay-owned PayPal has been inching its way into physical stores for a few years now. PayPal has
services that allow you to easily split a restaurant check or buy a new outfit at Abercrombie & Fitch via its smartphone
app. The company also recently announced a new service called One Touch which will allow people to buy products
with a single button click across a wide variety of programs.
Success So Far: PayPal processed $27 billion in mobile payments in 2013, a 99% increase from from the year
before. The company has more than 150 million active accounts supplying a trove of credit card and banking info.
That's a big number, but it pales in comparison to the 800 million iTunes accounts Apple users have created, most of
which include credit card information.
Google
The Product: Google came up with a service very similar to Apple's three years ago. Called Google Wallet, the app
allows users to tie information for multiple credit, debit and gift cards to their phones, then use the mobile device to
pay for items at participating retail locations.
Success So Far: The Google Wallet app has been downloaded at least 10 million times from the Android store, but
the even the service's creators have admitted that it's not exactly setting the world on fire. The company's latest
strategy to introduce people to Google Wallet is linking it up with Gmail accounts to allow people to send money to
each other via email. With more than 425 million Gmail accounts currently active, the popular service could serve as
a trojan horse to to hook users on Google's payment platform.
Square
The Product: Square is best known for its credit card readers that are popular with small businesses, but the
company has designs on eliminating the credit card altogether with Square Wallet, an app that would allow for
purchases made without even the press of a button. The phone in your pocket would be able to communicate with a
retailer's payment equipment, and you'd just have to say your name to complete an order. The disruptive concept
received a lot of attention, partially because Twitter founder Jack Dorsey is Square's CEO.
Success So Far: Square gave up on the hands-free payment option earlier this year when it removed Square Wallet
from the Google Play and App Stores and replaced it with Square Order, a less ambitious app that basically works
like Seamless for grabbing take-out food. The company has reportedly postponed plans for an IPO as it racks up
losses, though Square has denied these claims.
~~~~~~~~
By Victor Luckerson
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BUSINESS TECHNOLOGY
March 3, 2015
Chris McGrathGetty ImagesThe Apple iPhone 6 and 6 Plus at their launch at the Apple Omotesando
Store on Sept. 19, 2014 in Tokyo, Japan.
Apple is now the worlds biggest smartphone maker in terms of worldwide sales at the end of last year,
according to a new estimate that puts its fourth quarter figures ahead of rival Samsungs numbers.
While Apple reported worldwide sales of 74.8 million smartphones during the fourth quarter of 2014,
areport by research firm Gartner published Tuesday estimates Samsung sold 73 million units during the
same period. If accurate Samsung doesnt report out its smartphone sales that would mean Apple
overtook Samsung as the worlds top smartphone maker by global sales for the first time since late 2011.
The new figures come on the heels of a recent report by Strategy Analytics that said Apple tied Samsung in
worldwide shipments during the fourth quarter, which includes sold and unsold smartphones.
Apples strongest sales tend to occur during Q4 due to its fall iPhone releases. Last years iPhone 6 and 6
Plus offered the sales push Apple needed to beat out Samsung, per Gartners data:
Authors:
Linshi, Jack
Source:
Time.com. 3/4/2015, pN.PAG. 1p.
Document Type:
Article
Author-Supplied Keywords:
apple
apple sales
Business
galaxy
huawei
iphone
lenovo
samsung
samsung sales
smartphone
world's largest smartphone maker
xiaomi
Abstract:
According to data from research firm Gartner [ABSTRACT FROM PUBLISHER]
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3 rivals to Apple's
smartwatch ambitions
by
Verne Kopytoff
@vkopytoff
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Moto 360
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Courtesy of Motorola
Gmail, calendar and other sources for more intuitive alerts. For
example, you can get a heads up if you risk being late for a doctor's
appointment because of highway gridlock. Price: $250
Pebble Steel
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Courtesy of Pebble
design isn't exactly handsome. But it does the job with a relatively
unobtrusive and compact body compared to some competition.
Compatible with both Android phones and Apple iOS. Price: $200
Follow Philip Elmer-DeWitt on Twitter at @philiped. Read his Apple AAPL coverage at fortune.com/ped or subscribe
via his RSS feed.
http://fortune.com/2015/02/09/canaccord-apple-took-home-93-of-mobile-profits-last-quarter/
~~~~~~~~
By Philip Elmer-DeWitt
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by
Philip Elmer-DeWitt
@philiped
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Click to enlarge.
Follow Philip Elmer-DeWitt on Twitter at @philiped. Read his Apple
AAPL coverage at fortune.com/ped or subscribe via his RSS feed.
http://fortune.com/2015/01/30/chart-of-the-day-how-apple-overtook-samsung-for-now/
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Philip Elmer-DeWitt
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Apple investors have waited a long time to see a chart like the one
above, drawn by Creative Strategiess Ben Bajarin from smartphone
sell-through data provided by CounterPoint Researchs Neil Shah.
Both Shah and Bajarin expect Samsungs shipments will be back on
top next quarter. But it almost doesnt matter. The millions of jumbo
iPhones that Apple cranked out last quarter took the wind right out of
Samsungs phablet sales.
CounterPoints stats:
Click to enlarge.
Apple posted an all-time record for both revenue and sales for
Apple has raised the bar so high with record iPhone sales, ASP and
profits that not even the next five brands combined could achieve this.
iPhone 6 & 6 Plus dual flagship move with elimination of 32GB SKU