It’s all about context…

Terrific article by Jake Smith at 9to9mac.com.

Here’s the essence:

Context

’nuff said.

Update: Here’s the original article from Forbes.

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It’s not just Apple…they’re being singled out.

As a follow-up to yesterday’s piece, I’d like to link to a great article by Larry Dignan, the editor in chief of ZDNet.

In his article entitled “Apple’s supply chain flap: It’s really about us” he rightly points out several inconvenient truths, for example:

Apple may be the poster child for manufacturing abroad, but HP also uses Foxconn heavily.

and

To that person working in the Foxconn plant he’s providing for his family and future generations. To him, the pay is probably pretty good. Maybe the second and third generations wind up running Foxconn. Ditto for the guy in the textile worker in Africa and every other person in an emerging market.

Be sure to read the entire piece – it’s worth your time.

The tablet market in my POV.

Charles Arthur of guardian.co.uk quotes Strategy Analytics article which says that Android captured 39% share of the global tablet market shipments.

My beef is not so much with the misleading headline at The Guardian, but with the firm that lead to it, although they’re no more guilty than all the others.

It has been consistantely proven that “analysts” really don’t know what they’re talking about when it comes to these markets. So why bother quoting them at all?

Anyways, I’ve been collecting real world data from a site that has north of 2 million visits a day. Here’s what I found:
Out of 2.4 million visits:
– 1.6 million Windows
– 0,6 million Apple
– 20 thousand Linux
– 3 thousand Symbian
– the rest were mainly http GET requests, webcrawlers, bots, and the likes.

Broken down even further, focusing on Android, iPad, and iPhone – here’s what my enormous grep skills came up with:
– 440.000 iPhone requests
– 240.000 iPad requests
– 2.300 Android requests
You read that right. Not even 1% of all mobile requests came from Android, and this is not even considering all iOS devices – just the iPad.

Conclusion:
Sell-in != Sell-through.

Thoughts:
I wonder when retailers will wake up and stop ordering D.O.A. tablets to fill their warehouses?
I wonder when analysts….ah, never mind.

Apple’s work practices at Foxconn…really?

Dieter Bohn at The Verge is at it again….

I’m really starting to question this guy, and his motives.

In the above linked article he cites a New York Times article about labor practices at Foxconn, which in itself is not really a problem.

The problem starts when he focuses solely on Apple, which just this week, released a statement regarding their record – something no other tech company has done. This in itself shows how commited the company is to safe, and fair working conditions.

What really get’s to me is that Bohn’s article doesn’t even mention any other company that uses Foxconn – and their record.
Contrast this with something I found at androidheadlines.com.

But Foxconn doesn’t exist solely to produce electronics for Apple. All of the largest Android OEM’s also contract Foxconn to produce their devices in factories in China, Brazil, Mexico, Poland and the Czech Republic.

and

HTC, Samsung, LG, Motorola, ASUS, Acer, Lenovo and others contract Foxconn to manufacture products for them in the same complex where iPhones are made. Their devices are made by the same over worked, under paid, under age workers, yet none are mentioned in the Business Insider article. None. Not one. Not even Samsung, the sometimes largest smartphone vendor in the world. Just Apple.

They specifically mention another online publication, but the same can be said for Bohn’s article.

We all know that Apple is the big guy now, but to neglect to mention that almost all of our, dearly beloved, consumer products are in fact made by Foxconn and similar factories, is at best lazy, and at worst a deliberate omission.

Thankfully Tim Cook has something to say about this.

Every year we inspect more factories, raising the bar for our partners and going deeper into the supply chain. As we reported earlier this month, we’ve made a great deal of progress and improved conditions for hundreds of thousands of workers. We know of no one in our industry doing as much as we are, in as many places, touching as many people.

and

Earlier this month we opened our supply chain for independent evaluations by the Fair Labor Association. Apple was in a unique position to lead the industry by taking this step, and we did it without hesitation. This will lead to more frequent and more transparent reporting on our supply chain, which we welcome. These are the kinds of actions our customers expect from Apple, and we will take more of them in the future.

I’m sure all those other companies are doing just as much, if not more… Right.

Boom!

Apple announced Tuesday it’s best quarter in corporate history with earnings rising more than 117% to $13.06 billion, or $13.87 per diluted share, on record quarterly revenue of $46.33 billion.

The results compare to revenue of $26.74 billion and net quarterly profit of $6 billion, or $6.43 per diluted share, in the year-ago quarter. Gross margin was 44.7 percent compared to 38.5 percent in the year-ago quarter. International sales accounted for 58 percent of the quarter’s revenue.

“We are very happy to have generated over $17.5 billion in cash flow from operations during the December quarter,” said Peter Oppenheimer, Apple’s CFO. “Looking ahead to the second fiscal quarter of 2012, which will span 13 weeks, we expect revenue of about $32.5 billion and we expect diluted earnings per share of about $8.50.”

Apple sold an all-time high 37.04 million iPhones in the quarter, representing 128% unit growth over the year-ago quarter, in addition to a record 15.43 million iPads – a 111% unit increase.

The Cupertino-based company also sold 5.2 million Macs during the quarter, a 26 percent unit increase over the year-ago quarter, and another record benchmark. Meanwhile, iPod sales came in at 15.4 million units, a 21 percent unit decline.

“We’re thrilled with our outstanding results and record-breaking sales of iPhones, iPads and Macs,” said Tim Cook, Apple’s CEO. “Apple’s momentum is incredibly strong, and we have some amazing new products in the pipeline.”

Quick notes of interest:
– This makes Apple the largest smartphone company.
– It also makes Apple the largest PC manufacturer.
– Apple now has about 100 billion in cash.
– There are 550,000 apps available for iOS, including more than 170,000 for iPad.
– Apples “hobby” TV has sold more than 2.8 million in FY11.
– iOS developers will have earned over 4 billion by the end of this month.

These are just a few bulletpoints from the earnings call. To get all the info, please visit the Investor Relations Website of Apple.

Personal thoughts:
– That’s roughly 93 million iPhones sold in 2011. More than the combined sales from 2007 to 2010. This is truly amazing. Just looking at the last three months of FY11…37 million sold…sold, not shipped. That’s 2 million more sold, than Samsung shipped. Think about that for a minute.
– The 13 billion in profit is 4 billion more than Googles revenue last quarter. I know it’s somewhat unfair to compare the two companies, because of their completely different business models, but it is interesting nonetheless.