high-end smartphone market

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →

Everything said about high-end smartphone market, oldest first

Jan 2, 2019 bullish
Assertion Not checkable as stated
Evans: Apple faces no credible competitors in the high-end smartphone market
“Apple's got the high-end phones, and there's not anybody on the horizon that's mounting a credible attack on that.”
Benedict Evans Jan 2, 2019 ▶ 5:59 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Jan 2, 2019 bullish
Assertion Supported
Evans: Carrier transition to unbundled installment plans did not harm high-end smartphone sales
“And that didn't happen at all. Because actually it's still an installment, and people kind of knew that they were paying an installment for the phone anyway, and people actually still want to get those phones.”
Benedict Evans Jan 2, 2019 ▶ 7:40 a16z Podcast | Apple Has Lock on Luxury Smartphones, But Not Business of TV
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