HTC Becomes Highest Shipping Smartphone Vendor In the US 151
An anonymous reader writes with an excerpt from an article in BGR: "Samsung blew past Apple and Nokia in the third quarter to become the No. 1 smartphone vendor in the world, but another emerging smartphone vendor stole the top spot in the U.S. according to a new report. Market research firm Canalys on Monday released country-level smartphone shipment estimates and according to its figures, HTC shipped 5.7 million own-brand smartphones and another 700,000 T-Mobile-branded handsets last quarter to take the top spot with 6.4 million total devices shipped."
Figures provided by analysts, not the companies (Score:5, Insightful)
I don't understand the relevance of these estimates of Samsung and HTC shipment figures, for three reasons:
1. The shipment estimates are made by analyst companies, not by Samsung or HTC themselves. Samsung, as of last summer, has stopped providing shipment numbers [techcrunch.com] of its smartphones and tablets. Then these other companies (Strategy Analytics and Canalys) step in with their own estimates that are dodgy at best. How do they get their numbers? If Samsung is not providing their shipment numbers, why should we believe a third party?
2. One shipment to a vendor (e.g. Best Buy) does not map to one sale to an end consumer. A vendor can always return the item back to the seller.
3. What is counted as a smartphone? Phone manufacturers are cramming more smartphone features into low-end devices; remember that even the most basic Symbian phone was counted by Nokia as a smartphone, and look how those ostensibly great sales turned out for Nokia.
Note that Apple always lists its sales in its SEC statements. And these are sales figures to the end consumer, not shipments.
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The submission is deceptive (Score:2)
As GP says, Apple's numbers are real sales. The submission summary suggests that Samsung and Nokia have beaten Apple. For a company so lambasted here as closed, it's sales numbers sure are a lot more open and transparent than this "devices shipped" canard we are hearing about Samsung and HTC.
See also
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Well to be fair, the most basic symbian phones were among the original smartphones. It's not Nokia's fault that other smartphones got smarter ;)
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Exactly what I was going to say...
And another reason this is a relatively meaningless metric: in many cases this is an apples to oranges [sorry, obvious pun ;) ] comparison. iPhone retail prices (and discounted prices) are much higher than the average HTC phone retail/discount prices, and so Apple's profit margin (and total profit) are in another league from its competitors...
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$18.6B NT is about $600M USD. Apple's total profit is about $7B over the same time, with about $5-6B from the iPhone.
It's great to see Apple competitors (especially Android-based) making a healthy profit... but still... in another league...
Re:Figures provided by analysts, not the companies (Score:4, Insightful)
That's it, keep bragging about how Apple is screwing over it's customers it sure to win them more. Face it the iPhone is yesterday's phone and an Android phone is today's phone, tomorrow's phone now that another question. Personally I think the digital home manufacturer is going to win that, you know, throw in free phone/tablet combination with big screen TV and existing same brand appliances count fridge, washing machine, stove, microwave and new air-conditioning means you'll get next seasons phone/tablet combination also thrown in for free. Now add in branded solar panels, back up batteries and inverter and you get the idea.
Ha, wait until Q1 results (Score:2)
Apple will have it's biggest quarter ever in Q1, all those people who waited for the new iPhone all summer put off their purchase and bought a 4S. Apple still can't make enough of them. The iPhone has a much better customer loyalty rate than Android phones.
Let's see Google actually make a profit on Android - and survive all the lawsuits - before we crown it king.
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Yeah, brain fart. I meant to say $2.5-3B from the iPhone, $7B total. It was a bit under 5x HTC's profit and for some reason I multiplied by 10 :)
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Or... Apple took 2/3rds of the profits of the entire mobile sector (including featurephones and "dumbphones"). Samsung, HTC, and others may have shipped more phones, but they're making far less money per phone than Apple.
Like how
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It used to be. 'Activation' used to be Apple's mechanism of setting the network lock. Basically, the phone was useless out of the box until plugged into iTunes, at which point it would communicate with Apple's servers, which would send down information on which network the phone should be locked to (or in my phone's case, unlocked).
As of iOS 5, you no longer need iTunes. I don't know how activation works now, as I've not yet had to restore a phone with iOS 5 on it.
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Google knows exactly how many Android phones have been activated. Something over 400,000/day last I heard.
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You can't even turn the damn thing on without first seeing the USB cable and itunes icon with an arrow.
Not true anymore.
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Of course it was, since every Symbian-based phone sold by Nokia was a smartphone.
And if you use the definition of "smartphone" that includes the iPhone at launch, you'd have to include the S40 phones you're confusing with S60 phones anyway.
Re:Figures provided by analysts, not the companies (Score:5, Insightful)
"After a slow start in 2010, AT&T has over-delivered on the number of Android devices it promised to launch in 2011, including the Impulse 4G, supplied by Huawei but AT&T-branded, sold at an aggressive $30 with a contract to target first-time smart phone buyers. Android holds nearly 70% of the platform share in the United States, compared with 57% worldwide."
Then there is the massive Chinese market that's coming online.
"The Chinese smart phone market is seeing explosive growth, not least from domestic vendors Huawei and ZTE,’ said Shanghai-based Canalys Research Director for China, Nicole Peng. ‘Both vendors are delivering good-quality, attractive smart phones on the Android platform for both the domestic and foreign markets, and their aggressive pricing strategies are enabling them to ship large volumes. They will continue to be an increasingly disruptive force in the global market in the coming quarters"
Then there are the Andoid smart watches [slashdot.org] and who knows what else around the corner. That's the real news. Android looks like it's set to steamroll.
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Just curious, where is this 70% share coming from? I see different stats here [statcounter.com].
Good old conspiracy theory. (Score:3, Informative)
Fixed that for you.
Apple sells most of it's phones via telco's. Which means they ship through the same channels as HTC, Samsung and everyone else. In Australia Apple have to ship through Brightstor to sell on most Telco's as Telstra and Vodafone have exclusivity agreements with Brightstor (not sure about Optus but it would not surprise me). The situation is quite similar in Europe. So most of apple's "sales" figures are shipped figu
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Apple sells most of it's phones via telco's. Which means they ship through the same channels as HTC, Samsung and everyone else. In Australia Apple have to ship through Brightstor to sell on most Telco's as Telstra and Vodafone have exclusivity agreements with Brightstor (not sure about Optus but it would not surprise me). The situation is quite similar in Europe. So most of apple's "sales" figures are shipped figures like all other manufacturers.
How are you sure of that? Unlike Samsung and HTC, I believe Apple has these things called retail stores as well as an online store. I know that whenever you want something Apple that is in short supply your chance of getting at an Apple store is much higher than another location. Second, even if it was "shipped" instead of "sold", when something is in short supply like most new Apple launches, shipped = sold. I don't know about you but I can't remember the last time people lined up for a Samsung Galaxy
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"I don't know about you but I can't remember the last time people lined up for a Samsung Galaxy phone unless Samsung bribes them. [mobilemag.com]"
Good for them. That's not bribing that clever marketing.
Anyone, the reason people don't have to line up for Samsung stuff might be because they actually make sure they have enough of them in stock and enough production capacity to make more. And the reason they do that might be because they actually make the hardware themselves, as opposed to Apple, who are depend
The major difference (Score:2)
Apple has millions of iPhones available in select markets on launch date (for example, 4 million iPhone 4S sales first weekend), and rolls out later to other markets to soften the first-day hit. And still there are lines around the block. Samsung has to practically give away phones to get a short line in front of one store.
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Anyone, the reason people don't have to line up for Samsung stuff might be because they actually make sure they have enough of them in stock and enough production capacity to make more.
Hardly. The reason is that Samsung doesn't have anywhere the the demand spike Apple does. Apple has one phone a year, which results in massive media attention and a big demand spike at launch. Samsung continually releases new models in different markets throughout the year, and thus gets less media attention and no similar demand spike.
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From the article you linked:
the first ten people each day at the temporary Samsung store can buy the Galaxy S II for just two bucks. This is a $600+ smartphone
Are you just mad that you weren't first in line? Or are you mad that you didn't know that they were practically giving the phone away to the first ten customers each day? Perhaps you're mad because you paid through the nose for an iPhone instead of getting an arguably better phone right next door?
Also, your claim that Samsung doesn't have a store is kinda broken when you link to an article indicating that they have a store.
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I guess then I used the word bribe exactly as the definition states.
Are you just mad that you weren't first in line? Or are you mad that you didn't know that they were practically giving the phone away to the first ten customers each day? Perhaps you're mad because you paid through the nose for an iPhone instead of getting an arguably better phone right next door?
Hmm. So in a discussion about whether shipped = sold for Apple, the OP stated that most iPhones sold at telcos ignoring that Apple has a huge retail advantage in that they have their own stores. And your response is to levy insults. That adds a lot to this discussion.
Also, your claim that Samsung doesn't have a store is kinda broken when you link to an article indicating that they have a store
You should read that article again. This time look for the words "temporary" and "pop-up".
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You should read that article again. This time look for the words "temporary" and "pop-up".
You should read that article again. This time, look for the word "store", since you stated:
Unlike Samsung and HTC, I believe Apple has these things called retail stores as well as an online store.
Note: no mention was made of "temporary vs. permanent".
As for your opposition to Samsung's "bribe" of offering steep discounts to the first 10 people to purchase a phone:
I'm assuming you never use coupons, and you always pay full price even if the item you are purchasing is on sale? Either your moral indignation over discounts, special offers, and incentives dictates that you never take advantage of them... or you're
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You should read that article again. This time, look for the word "store", since you stated:
May be this is way over your head but in the larger scheme of retail it is hard to sell things out of your retail store for any measurable amount of data when your store only lasts for a short time.
As for your opposition to Samsung's "bribe" of offering steep discounts to the first 10 people to purchase a phone
In the context of the discussion, does Samsung have people lining up to buy their products? I don't think those people would have lined up and waited if there wasn't the deal offered. They may have bought a Samsung regardless but the deal was too good not to pass up the offer.
I'm assuming you never use coupons, and you always pay full price even if the item you are purchasing is on sale? Either your moral indignation over discounts, special offers, and incentives dictates that you never take advantage of them... or you're a hypocrite.
Wow more insults instead of actual
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I feel like I'm feeding a troll, here, but I'm going to try one more time to explain my position.
You stated that Samsung did not have a store, then provided a link that showed that they did, in fact, have a store.
You then attacked me for pointing this out.
You went on to complain about the "bribe" inherent in a steeply discounted price. I countered that your stated viewpoint indicated that you would never use coupons or accept sale prices on anything, if "bribery" insults you so much. Your response that I wa
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Are you just mad that you weren't first in line? Or are you mad that you didn't know that they were practically giving the phone away to the first ten customers each day? Perhaps you're mad because you paid through the nose for an iPhone instead of getting an arguably better phone right next door?
Was there any point in there other than a personal attack?
You stated that Samsung did not have a store, then provided a link that showed that they did, in fact, have a store.
Perhaps instead of getting upended, you might have looked at the bigger discussion of what metrics are used and how they are derived. If you read the details of the article instead of going off, you might have noticed that it was a temporary store which doesn't really change the metrics in that it doesn't add much to the shipped vs sold debate for Samsung.
You went on to complain about the "bribe" inherent in a steeply discounted price. I countered that your stated viewpoint indicated that you would never use coupons or accept sale prices on anything, if "bribery" insults you so much. Your response that I was suggesting you fly to Australia is... well, a bit odd, to say the least.
Are you offended that I used the word that I felt best described the situation?
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Are you seriously the only person who doesnt know that Apple creates sell-out situations on purpose? Its Apple marketing 101 for christs sake. You don't think they KNOW how many phones they would need on launch day to meet demand? I mean sure, its quite possible for a company to once in a while vastly underestimate sales, but EVERY SINGLE LAUNCH its this way. Fuck, wake up.
Knowing how many they would need and having them are two different things... they sold 4 million the first weekend, hardly an artificial scarcity. Apple has a much higher demand for their handsets than anybody else... the obvious reason being that instead of releasing many models each year, they just have one. The production chain can't magically make an unlimited set of phones in a short time, and spending half a year to make inventory rather than selling them as you make them makes no sense. In addition
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What super-hyped marketing campaigns? (Score:2)
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At some point you fanboys will have to admit that Android is outselling Iphones.
Never underestimate the power of denial.
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Are we measuring denial at retail or wholesale?
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I'm not sure that anybody denies that Android is outselling iPhone. The issue is whether that's a fair comparison. It's akin to saying that all Chevrolet vehicles outsell the Toyota Camry. They certainly do, but does that mean anything? If you want to do that comparison, you need to compare Android-based devices against iOS-based devices, including the iPad and the iPod touch.
That said, what's sticking in their craw is that the fanbois have always said that comparison should not be between Apple and And
100 models against 1, and it's still close (Score:2)
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At some point you fanboys will have to admit that Android is outselling Iphones.
Does anyone question that? For me it was clear from day one that Android would outsell iPhones, and I am actually surprised it took that long. Which doesn't really say anything over the quality of each platform.
But the sheer strategy of Apple, with its walled garden, closed platform, and "one phone to rule them all" strategy makes them by definition unable to grab a majority of the market. Now if they keep the quality of their product on par (and that's a big IF) they'll probably end up at 15-20% of the mar
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You sound fanboi.
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Note that Apple always lists its sales in its SEC statements. And these are sales figures to the end consumer, not shipments.
Apple does projections too in its quarterly reports.
For instance, this last October it projected it was going to sell 22 million [businessinsider.com] iPhones, and it only sold 17 milllion. In any case, everybody publishes their sales figures to their investors. It's just that most of us don't care about last October Sales figures, we care about future sales (or at least current sales), and that kind of information is hard-to-come by if we need it to be reliable.
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Apple didn't miss their estimates. It missed analysts estimates. For the past four years, iPhone volumes have alway
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ANALYSTS predicted 22 million iPhone sales. Not Apple. Because Apple doesn't play that game.
All Apple predicted was "revenue of about USD 25 billion" and it came in at just over USD 28 billion.
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No apple says sales but they are shipments...shipments are really a business to business sale. Not that you should CARE.
Seriously I do wonder who posts on Slashdot. A shelf stacker knows not only is Shipments of an *Established* product a good "as is"metric, its probably a better "to be" metric. Its only a poor metric for gauging the "long term" success of a launch product, but then initial sales is not always a good indication either. Businesses unlike consumers have no brand loyalty, and will only buy pro
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Re:Figures provided by analysts, not the companies (Score:4, Interesting)
Then these other companies (Strategy Analytics and Canalys) step in with their own estimates that are dodgy at best.
It's a mistake to group these two companies together. I too am suspicious of Strategy Analytics. I'm unaware of any history or reputation they have in this field. Canalys on the other hand has been putting out mobile phone market share studies every quarter for about 10 years. They are a reputable research company, and have charted the highs and lows of many manufacturers and mobile OSs. I've never known them of having unrealistic estimates by anyone in the industry.
There's also Gartner that do them, and they are credible too, though I'd suggest Canalys is better.
3. What is counted as a smartphone? Phone manufacturers are cramming more smartphone features into low-end devices; remember that even the most basic Symbian phone was counted by Nokia as a smartphone, and look how those ostensibly great sales turned out for Nokia.
There's much confusion about what constitutes a smartphone. You rarely see it defined anywhere. But it's essentially this:
1) A smartphone is a phone which can run third party apps, written with the same APIs as the built in apps. Such that third party apps can be indistinguishable from the built in apps. They are "first class citizens".
2) A featurephone is a phone which can run "applets". WAP, J2ME and such like. They are add on apps, but they limited compared to the built in apps.
3) A dumb phone is a phone which doesn't qualify for either of the above.
The very first Symbian phone, the Ericsson R380, wasn't a smartphone. I don't recall if it qualified as a feature phone or just a dumb phone. But it wasn't a smartphone. Other than that, every Symbian phone was a smartphone. Just because it was 10 years ago and the apps were less flashy doesn't mean they weren't smartphones.
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Just like the initial release of the iphone was NOT a smartphone either.
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That's true. For the first year the iPhone didn't qualify as a smartphone. And Apple were careful not to call it one. For example they set a target of capturing 1% of the phone market, rather than say 5% of the smartphone market. IIRC they slipped up in just one press release, where they mentioned the smartphone market. But they never called iPhone a smartphone in that period.
iPhone because a smartphone with the release of iPhoneOS 2.0. All those original iPhones could be upgraded. And that was a couple of
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In that case every $1 phone I have had the last 8 years have been smartphones. I still consider them feature-phones or dumb phones, because those 3rd-party applications were rare and not very convenient.
Re:Figures provided by analysts, not the companies (Score:5, Insightful)
Don't worry, nobody's going to take away your iPhone just because some other phone manufacturers are having some success.
Believe it or not, the smartphone market is not middle-earth and it's not the forces of good against the forces of evil. If a day comes, and it may never come, when there is a phone that sells better than the iPhone, it will not reduce one bit the meaning of your long devotion. You will still receive your reward in the next life when you meet Steve Jobs at the pearly gates and blow him.
Shipped vs sold (Score:1)
It's all in how you play with the numbers
HTC is hardly an emerging player. (Score:1)
They have been making phones for longer than most of the other guys mentioned
Cue the shipped vs. sold debate (Score:5, Insightful)
Whether you love or hate Apple, the important point to debate is not exactly who is king of the hill in smart phones, but the fact that it is not just one player that rules it all any more. Anything can change as time goes on and no major handset manufacturer can let up or they might fall hopelessly behind.
Re:Cue the shipped vs. sold debate (Score:4, Informative)
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I wonder about this...
I know that, way back when, Apple used an "agent" model for selling it's hardware via CompUSA. So Apple might ship x units to a store, but they retained ownership of the items. It was always a joke because Apple would have the new machines selling for the same price as the previous generation machines for the first few weeks until someone at Apple says, "Hey, what do you want to do with all this inventory sitting in a CompUSA store someplace?"
So the computers in the stores belong to
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Bullshit. Every single one of those phones is sold with a contract, and Apple most certainly knows how many phones the carriers are selling.
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Bullshit. Every single one of those phones is sold with a contract, and Apple most certainly knows how many phones the carriers are selling.
Oh really? I am sure you will show me in the fine print where places like expansys provide these mythical contracts then? http://www.expansys.com.au/store/apple-iphone-4/ [expansys.com.au]
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Only in the US are most phones sold on contract. North America is only about 5% of the world population.
Carriers certainly know what is on their networks, but the only people publishing numbers are analysts who have a very poor record of accuracy.
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Re:Cue the shipped vs. sold debate (Score:5, Informative)
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....but the fact that it is not just one player that rules it all any more. Anything can change as time goes on and no major handset manufacturer can let up or they might fall hopelessly behind.
Hopefully that means we get better products and cheaper prices - Now THAT is what I consider to be win-win.
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I seriously doubt HTC is shipping vast quantities of phones in these numbers that didn't sell.
Right, for a new product, especially one where the chances of success are questionable for some reason, there can be a huge disparity. For a successful product from an established vendor, they're eventually the same--the only disparity is then timing, in other words, don't confuse shipments spiking in anticipation of the upcoming holiday season with sales spiking in the off season...
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Well, it doesn't reach 1:1 mostly because you'll get some that are def
HTC are not new..... (Score:5, Informative)
They have been making phones for years.. starting way back in the windows mobile days. Granted, they were mostly OEM for other brands, but they are not new.
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This. As a former UTStarcom PPC-6700 and HTC Branded PPC-6800 I can say I was down with HTC before it was the cool thing to do! Had the HTC Eris not been such a weakling compared to the OG Droid at launch I'd still undoubtedly be an HTC Phone owner. The HTC Thunderbolt may still sway me back. But with the Samsung Galaxy Nexus around the corner along with my contract expiration, and having bought a Samsung Vibrant on Craigslist to see how I liked the Samsung way I think I know what my next smartphone purchas
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You don't have to. That's what XDAdevelopers is for - they started (iirc) on HTC phones and made them do wondrous things for the time.
and yet... (Score:2)
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I've seen only 2 HTCs in the wild.
Looking around my office, 4 HTC's, 2 Samsungs, 1 Iphone (work phone that's treated like a red headed step child no-one wants).
In the US, HTC phones aren't branded as HTC, they're branded as Verizon, T-Mobile, Sprint et al. In Australia and Europe I see heaps of HTC Desire's, Desire HD's, Sensation's, Legend's and a few Desire Z's. All of these phones have different names in the US due to your woeful patent minefield.
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I've seen only 2 HTCs in the wild.
My carrier (U.S. Cellular) has several HTC phones, including the one I have (HTC Merge). So far, my experience with it has been great! Sturdy as a rhinoceros...
But at least in the Midwest, HTC phones seem to me to be wildly popular.
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> I've seen only 2 HTCs in the wild.
I suspect you live in an iCave, or under an iRock.
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Here: 1 person, 3 HTCs
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And yet, i own one.
I spent 6 years looking for the perfect phone + plan. I have been looking for the perfect TV product (satellite or cable or whatever and haven't bought one in ...ever). I bought DSL out of necessity, because cable doesn't run here. And yet...
I got Sprint unlimited everything, with an HTC device, because everyone else was clamping down. And the device was free with rebates, which I already got credited (next month was free, no bill last month).
Make no mistake, I bought sprint unlimited
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Hipster!
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I just replaced my old Samsung (m900 - Moment) with a refurbed HTC Evo 4G. I'm still feeling the pain of the lack of physical keyboard, which was the Moment's one redeeming quality, but the rest of that mess has pretty much made sure I'll never buy another Samsung again.
... and where is Motorola...? (Score:1)
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Don't forget that usage counts too (Score:2)
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As of 6 months ago, your assumption that Apple has more apps is false.
Here [makingmone...ndroid.com] is a link for you.
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I'm curious why it would be unusable from a OS standpoint now if it were presumably usable some number of months ago when she purchased it. The feature set on the OS doesn't degrade over time.
The graphic is interesting, but Apple has the advantage of pushing OS updates directly to the devices. Android has the disadvantage of every manufacturer customizing it per vendor specification and the OS updates are pushed through those vendors. If Apple had to get AT&T approval to push iOS to the devices
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Already happening... (Score:2)
> So, how soon will we start seeing other smartphone vendors bid for secure-communications-devices contracts?"
Was at the N.S.A. Trusted Computing Conference last month in Orlando. Saw at least one vendor with smart phones for secure use. I'm not going to dig out the paperwork to find names right now, but one company is offering secure and rugged phones. A lot of other interesting stuff there, as well -- multi-domain systems in the same box with full RF shielding between compartments, "cloud" printing
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not only that but apple had opening week sales of 4 million units for the 4s.
6.4 million is a drop in the bucket when apple is doing that every month.
Of course Apple has an easier time with only 2-3 models to support it is easier to keep on top of.
HTC and Samsung have hundreds of models that get some updates but not others, etc.
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No kidding. Not just that, but it's fucking terrible managing to find out which temproot/permroot function works best for your phone, and then keeping it applied through the OTA update nonsense.
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We all know they next iPhone is Q4 and everyone stops buying Apple phones well before a new product.
In Q3 (their Q4 2011), Apple sold more than 17 million iPhones. 21% increase from Q3 last year when they had a new phone) - so "everyone stops buying" is a little exaggerated. Apple will no doubt have much higher Q4 sales (my own 4S is waiting for me at the post office today.... 15 more minutes to go), but that doesn't make these numbers meaningless. They are still a very interesting data point.
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You mean he's still alive, trying to get out of it?!?!
O_o
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No, he's busy kicking Chuck Norris' ass.
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Braaaaaiiinnnss...