Since Apple makes 95+% of the profits on smartphones, seems to me, you are really not asking the right questions. Will Apple make inroads into India, by manufacturing there?
Yes, I am asking the right questions.
And no, probably Apple will not start manufacturing in India. Because Apple is a high-end, expensive and high margin manufacturer.
And India is
- a low-end, low margin market for smartphones
- has lots of competive disadvantages as industry location (industrial manufacturing) compared to other Asian countries.
An analyst makes a prediction about the next quarter, and commenters tell us how much they hate the company personally.
If you want to be a really good investor, you have to be
extremely careful concerning analyst statements.
Look at the track record of the analysts.
For example look at the analysts of the photography market in the last years. They have been all
completely wrong with their market assessments:
They said instant film will be the first film type that will be completely killed by digital. But instead now the instant film market is more than double the size as the DSLM market. So exactly the opposite of their forecast has happened.
They said film will be dead, now film makes a revival.
In 2009 - 2010 they said the growth in digital camera sales will continue. But instead the sales collapsed by 80% until now, and there is no end in sight.....
And lots of forum members here repeated that nonsense without critically thinking about it for years.
Analysts with such a horrible track record are simply not worth one Penny!!
And lots of the same analysts which told this nonsense about the photo market are now telling us that the record sales in smartphones of the last years will continue for many coming years.
Sorry guys, I don't buy it.
You will be wrong again.
Cheers, Jan