You talk about "name calling." Making up "facts" about others, leave it you. LMFHO. Give it up and grow up. Koolaid sales are not doing so good.
... of mine the other day. All the "experts" on this board either had no clue or didn't care to respond one way or the other. Interesting questions arising from this are: how reliable APPL sales numbers are, what does this mean for the RF chip industry, etc, etc? You can look at it from both positive and negative viewpoint.
From an SA article, "Apple: Channel Inventory Concerns", 5/25/16, by Elazar Advisors, LLC
"The company books sales they make into the channel to revenues even if those goods are not sold through to the consumer. "
p.s. To the dingbat going by the name SVS8200: I am not bipolar, but a person who did not marry this company. As long as it makes me money it's OK, if not it's not OK. I buy and sell, hopefully at the right time, just as many other people do. Simple enough for you? You on the other hand are either a moron or a simple pumper, or perhaps and most likely both.
Why was this deleted, from the same article: It shows Huawei is still a few years of surpassing Apple, never mind Samsung.
"However, where Huawei now stands to make the most waves is with its prime consumer product: smartphones. Last year, the company sold 108 million of them — which is still far behind Samsung and Apple, at 324 and 231 million units, respectively, but the gap is closing fast. This year, Huawei’s trajectory is looking even steeper, as quarter one saw 28.8 million phones sold, more than a 10 million unit year-on-year increase, while Samsung stayed flat and Apple actually went into decline."
Come on, A0, you paranoid nutcase, where I your thumbs down? LOL. There must be an ulterior motive for my post. Figure out what it is and let us know about it.
China's Huawei 'Growing Up' to Become the World's No. 1 Smartphone Brand – Opinion, Forbes, By Wade Shepard, 05/25/2016:
Dumping their previous business model of flooding the planet with cheap, unbranded cellphones, China’s Huawei has risen to become a globally recognizable brand and a serious contender for Apple and Samsung. Advancing rapidly into new markets worldwide, Huawei is now the world’s number three smartphone brand, with an 8.3 percent market share. Europe, in particular, has been receptive of Huawei, where the company is growing at an unprecedented clip on the back of better products and a new brand image. Rising up from humble beginnings in Shenzhen in 1987, Huawei started out as a producer of phone switches. Growing up with the city’s nascent electronics industry, Huawei would became the global leader in telecommunications networks by 2012 — despite a ban by the U.S. government and its knee-jerk ramifications.
As I was saying on May 7th, LYG is due to go up, for a variety of reasons that I did not bring up. Back than it was at $3.83 and today is at $4.40 or so. Not a bad gain in less than 3 weeks.
All I said to his paranoid rants was:
"I am yanking your chain, Sherlock. LOL"
Maybe that is making him look bad and the post had to go. LOL
I am sure they'll be in. The article didn't mention neither QRVO nor SWKS, which would be hard to do without for any smartphone maker. that's just my opinion.
Huawei is growing and plan to double their handset production, almost surpassing AAPL by shipping "over 200 million smartphones a year within the next five years." Hey, if a girlfriend no longer does her job, replace her. Isn't that right, Craig?
FIH Mobile building handset production lines in Guizhou for Huawei
Cody #$%$, Taipei; Steve Shen, DIGITIMES [Monday 23 May 2016]
FIH Mobile, an OEM handset arm of the Foxconn Group, is building new production lines in Guizhou, China in order to produce handsets for Huawei, according to Japan-based Nikkei report.
Foxconn has set up a large-scale data center in Guizhou and has been cooperating with Huawei to develop the local cloud server market.
The increased orders from Huawei will help FIH Mobile make up a possible 10% decline in handset orders from Xiaomi Technology, said the report.
Meanwhile, the expanded cooperation between Foxconn and Huawei will help the China smartphone vendor to reach its goal of shipping over 200 million smartphones a year within the next five years, according to a Chinese-language Economic Daily News (EDN) report.
A word of caution may be in order. I know the Taiwan Economic Daily News came out with rosy predictions of 72-78 millions for i& for 2016, but the DigiTimes article says something else. They don't say who the cautious ones are. And I don't know if their claim of 6 and 6+ in 2014 being higher than this latest i7 prediction.
Julian Ho, Taipei; Jessie Shen, DIGITIMES [Monday 23 May 2016]
Chip suppliers are looking to enter production starting mid-June for the upcoming new iPhone series slated for launch in September 2016, but are generally less optimistic on their unit production for the devices by the end of the year.
About 75 million units of the upcoming iPhone will be produced in 2016, according to an estimate by sources from chipmakers in the iPhone supply chain. The estimate is lower than the unit production for the iPhone 6 and 6 Plus devices in 2014.
Chip suppliers for the upcoming iPhone include Intel and Qualcomm for modem chips, Dialog Semiconductor for power management ICs, NXP Semiconductors for NFC chips and Broadcom for wireless solutions, according to the sources.
Apple's new A10 processor that will power the upcoming iPhone will be fabricated on TSMC's 16nm FinFET process, said the sources.
I have to get to work, so this will be brief. I am not sure when does the APPL count their units as sold. The units make it from production lines to their distributors, vendors, mobile operators, etc. I am sure APPL would not give them those phones on consignment. Anyone knows how this works, when are their phones considered sold?
The usual release date is late Sept.The only reason why I brought up the 5SE is that they initially planned on 10-15 million production. They played it safe. They could be doing the same thing with i7. However, 5SE is really designed for different customer than the i7. We shouldn't take 5SE planned vs real and extrapolate that i7 will sell double of the planned production.
Problem I had with that article and 65 million claim of "Wall Street Analysts'" predictions is that it was printed in Taiwan Economic Daily News and from there it was quoted all over the place, as in: "predictions were so low that 72-78 million" look, oh my God, so great. I looked for that 65 million prediction all over the place and all I could find was one Oriental named guy predicting a range of 65-75 million for i7. It's a BS argument, IMO, w/o anyone checking on the 65 m claim and comparing the guided numbers to last year's sales.
Agree as to why they guided initial production of I7 the way they did. They also planned on only 10-15 million of 5SE and that is turning out to be up to 30 millions for the year, according to some analysts. However, the 5SE may be canalizing the 6S sales, especially in the developing countries. US sales of 5SE are also doing well.
Yeah, I know. It's good to see someone say something good to move the stock up. The only thing is, I have no clue who predicted 65 millions in the first place and, because of that 65 mil number, according to this article, the below last year production of 75 mil, looks damn good. Be that as it may, this could be just a conservative and initial production plan -- Apple does not want to be stuck again with unsold inventory. We shall see how things turn out down the road. BTW, last year, on Sept 28th, after 3 days of sale Apple announced 13 mil units sold. The following quarter, the Dec one, they sold close to 75 millions., All together about 90 millions. So, planning on 75 millions now is kind of planning production on the safe side. But, if that 65 millions was not mentioned in this article, people would then compare the planned production to last year sales, and that would look like ....
My MO is to tell the truth, weather someone likes it or not, I really do not care. And you, A0, are certified pumper. The number of 75 millions is quite a bit lower than they did previous years. Period!
I have a problem finding the "65 million prediction." The fact is that 72-78 million is a lot lower than last and previous year sales. This Barron's article is a pump job, nothing more and nothing less.
Calm down, a0, and out your money where you moth is! LOL. The 2014 and 2015 numbers were the same for the Dec quarter. Done on this, for a while anyway.