If you haven’t been keeping up, Apple and Qualcomm have been waging quite the slap battle across the globe. Apple sued Qualcomm. Qualcomm countersued for patent infringement. Qualcomm called for a ban against iPhones in China covering both sale and production, which would cripple Apple. Qualcomm then asked the ITC and US District Court to all ban imports of iPhones.
Since then, Apple has fired back and sued again with allegations that Qualcomm’s business model of double-charging for their technologies is illegal, which would be severely damaging to them. Qualcomm countered. Again. Apple filed a THIRD suit in US and then sued Qualcomm in China for an additional 145 million.
According to a report from market research firm IHS Markit, the iPhone 7 and iPhone 7 Plus not only sold better at home in the US, but also outsold all comers worldwide in the first half of 2017. To be honest, I found this report to be a big surprise. Apple has always been able to hold serve in North America, but worldwide sales of current gen iPhones has been an issue for them in the past due to pricing. In fact, Apple continues to struggle to gain a stronger foothold in China, and is still trying to get off the ground in India. Add to this the fact that the rumor mill for the iPhone X was absolutely insane, keeping many from upgrading last year, and you have surprising sellers in the iPhones 7 and 7 Plus.
A few years ago, when Samsung started their big advertising push in support of the Galaxy S line of phones, one of the focuses of those commercials was that the iPhone was old and passé. The Galaxy S was billed as the “Next Big Thing,” while the iPhone was set up as the phone for your parents. We all know what that means by association- the iPhone isn’t cool anymore.
I came close to writing what would have been a “me too” article yesterday on the report by KGI covering Samsung’s dominance of the OLED display market and the resulting higher iPhone display prices. I even started typing before I ultimately decided to delete it. There’s nothing wrong with being one of many to report on the same news, and anytime KGI and/or Ming Chi-Quo have something to say, it is definitely notable Apple news.
The issue I had wasn’t with the “me too” part. It was with the natural assumption that the iPhone Edition’s price is Samsung’s “fault.” I even put that in my original headline at first, before backtracking and thinking about it. Then, after thinking a little more, I just backed away from the keyboard for the night. While it seemed natural to blame Samsung for the Edition’s price increase, based on what I believe about politics and economics, I don’t actually believe it’s true. And I STILL almost fell for buying into it.