I’ve been saying this for some time now, Apple Corp is on the way down. Apple have undoubtedly had some amazing marketing and great success in pedalling those flashy products to people. Many people perceive Apple as an innovator and their products as bleeding edge. In a way they have been bleeding edge, but it should not be assumed that these products were the first to bring their features to the market. Apple Corp are just now releasing their market earnings statements and the signs are that even though iPhone sales are up (mostly due to taking to new markets such as China) however iPad and Mac sales are down.
There could be many reasons for this but in my opinion Microsoft, Nokia and Samsung have some great offerings and ironically enough the logo and namesake is a perfect metaphor for Apple right now. You see, Apples look so nice and fresh on the tree and it’s pretty hard not to pick one and take a bite. You soon tire of this however and see an even shinier and more red apple sitting on the tree. This continues for some time until eventually they all look the same and many begin to rot and drop off the tree. Apple Corp have enjoyed the shiny apple experience for some time now and managed to market those apples effectively, however, those apples are just apples and many people are starting to look at the orange groves, grape vines and other various fruit available in the market. The other orchids are also starting to market much better and people are seeing these alternatives more and are giving them a try.
Nokia, Samsung and Microsoft are the orange, grape and other fruits. They are quite delicious and provide choices to the consumer. Apple now have the Granny Smith (iPhone 5C) but it’s still just an Apple, there’s no escaping that.
Each new shiny Apple is just another apple, dressed up differently with a different sticker. You can see this in the latest earnings reports and in the share price of Apple Corp; they enjoyed a high of over $600US/Share and are now below $450US/Share.
Android is enjoying a run right now and Windows Phone is making ground.
Currently the total market share is as follows (as of q2 2013 via bgr.com):
Samsung has a global market share of 26.2%
Nokia are still number 2 at 14.1% (mostly due to their low end handsets)
Apple slides in to third with a 7.2% global market share with very modest gains.
Windows phone has reached double digits in parts of Europe and reportedly has a 7% market share across the EU region.
Blackberry has dropped to a sad los of only 2.4% in the EU.
Other manufacturers such as LG and ZTE are coming up fast and have around 3.7 and 3.5% share respectively worldwide.
Even Steve Wozniak was not impressed with the latest round of Apple devices. “When I finally took a look at the devices, the iPads didn’t hit my needs………Yes it’s thinner, but I wanted storage. I don’t have broadband at home, so I carry all my personal media in the iPad. So I was hoping Apple has a 256GB iPad.” was his words as he spoke to reporters at Apps World recently.
They may have some marketing genius left in them yet and no doubt they will see continued strong revenue but mark my words, they will soon be relegated back to the annals of history as a bespoke machine that only the true fanboys will continue to use to their own detriment.
There’s only so long you can sell snow to Eskimos before they realise they can get the same thing or better elsewhere.