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Re: Watts Watt post# 107709

Saturday, 01/28/2017 5:44:41 AM

Saturday, January 28, 2017 5:44:41 AM

Post# of 232841

This explains well Apple's plight and why Liquidmetal is not going to do anything to reverse this trend.

Apple will be non-relevant within 5-10 years.

Too much competition and margins will continue to shrink. Apple will no longer command premiums. It is junk.



Some points about your opinions.
From the post you linked,

Oppo is one of the fastest-growing smartphone brands in China which has made its name through high-spec low-priced devices, being sold through bricks and mortar stores.



Oppo is using the same MO that 2 other Phone makers used and are now facing bankruptcy.
1)LeEco
2)Xiaomi
No profit or margins to speak of in selling high-spec devices for low prices.

Regarding Competition and margins, Apple has never ever had the Lions share of smartphone sales (Android) but Apple does earn more than 90% of the smart phone market Profits. So your opinion about too much competition and shrinking margins is completely irrelevant to Apples successful Business model.

Regarding LiquidMetal, Apple is already using BMG to make their iDevices stronger, magical, reliable.
When Apple decides to make a case out of BMG it will further seperate Apple products from the rest of the competition and make its iDevices even more desirable. If Apple chooses to use the Trademark LiquidMetal, it will be the only Company allowed to do so for CE, no other competitor can say the same, unlike now where they all claim to have beautiful aluminium bodies in competition with current iPhone models.

Regarding relevance, Apple is moving towards services such as Apple Pay, Apple Music and is now producing TV content. Apple is growing in relevance beyond its iTunes and App stores.



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