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by ZeroGravitas
5349 days ago
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From eyeballing that chart it appears he's counting the whole of Apple's profits towards that graph despite the title being "Operating Profit from Mobile Phones". I don't consider Asymco an independant source, indeed, they are a key part of the Apple echo-chamber that created this myth. (I mean what kind of pseudo- mobile-phone market analyst gets everything about Android, Symbian and Windows Phone wrong? He even fluffed the iPhone numbers last time, so he's not even a one-trick-pony). |
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I think you need to look closer. While Apple don't break profit data down by product line (I don't believe) he's not that cack handed. If you read through the comments you'd see that he won't use the Samsung telecoms unit figures as these are meaningless in this context so it seems unlikely that he'd use an even more crass approximation for Apple (and this can be confirmed by checking the number he uses against the number Apple publish - they're not the same. If you wish to confirm this remember Apple's Q2 is not calendar Q2).
> I don't consider Asymco an independant source [...]
You may not like his views but he shows data, he shows his working, he answers questions in the comments and on twitter about why he's done something a certain way. Hell, when he messes up public predictions he even rakes over his own errors publicly in more detail than anyone else would.
In the face of this level of openness simply saying you don't consider him an independent source isn't a good argument if you don't show that his data or working is wrong, or provide contrary evidence.
Please show some numbers that show that right now someone other than Samsung is getting anything close to Apple level profit margins on handsets.