| ▲ | leakycap 6 hours ago |
| They threatened to & then followed through turning off Advanced Data Protection in the UK and removed the features, pointing to the pending laws in that region. Apple does not seem to have a reputation for bluffing. |
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| ▲ | pier25 5 hours ago | parent | next [-] |
| Apple would be giving away +$100B every year to Samsung and others companies. What would the EU lose? |
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| ▲ | leakycap 3 hours ago | parent [-] | | Apple would still sell a large number of devices, but not have to provide an extra year of EU warranty for free. Or any warranty, actually. Tariffs also become less of Apple's problem when the phones aren't being sold via official channels. The EU is not a growing market of consideration compared to China or India. > What would the EU lose? A very secure smartphone option for consumers. |
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| ▲ | thewebguyd 5 hours ago | parent | prev | next [-] |
| Plus the EU is only like 7% of Apple's revenue, so I'm also in the camp of "I don't think they are bluffing." They'd still have UK & Norway, both of which have a higher share of iOS than other European nations. The US & China are much bigger, more important markets for Apple. |
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| ▲ | 5555624 5 hours ago | parent | next [-] | | > Plus the EU is only like 7% of Apple's revenue It appears that Europe is 26% of Apple's revenue. (https://bullfincher.io/companies/apple/revenue-by-geography) | | |
| ▲ | Aloisius an hour ago | parent | next [-] | | Apple's "Europe" segment includes European countries (including those not in the EU), India, the Middle East and Africa. | |
| ▲ | thewebguyd 5 hours ago | parent | prev [-] | | You are correct, I had my numbers mixed up. EU is 7% of Apple's app store revenue specifically, not total revenue. Definitely makes it seem more likely they are bluffing in that case unless they plan on just selling dumb phones with no app store. |
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| ▲ | makeitdouble 5 hours ago | parent | prev | next [-] | | Apple completely leaving the EU means most of their network effect is gone. Any app targeting the EU is then required to go android first, and other markets will have a real life sample of what happens when Apple leaves, which won't be as catastrophic as Apple predicts. Sony and Sharp won't be crying a river if Japan does the same move for instance. | |
| ▲ | troupo 5 hours ago | parent | prev [-] | | > Plus the EU is only like 7% of Apple's revenue I doubt that. E.g. according to these charts, it's at least a quarter of profits: https://stockanalysis.com/stocks/aapl/metrics/revenue-by-geo... > so I'm also in the camp of "I don't think they are bluffing." How big is Russian market do you think? They didn't quit even that, and here we are pretending that Apple is going to quit EU. > They'd still have UK & Norway, both of which have a higher share of iOS than other European nations. UK and Norway is ~75 million people EU is 450 million people > The US & China are much bigger, more important markets for Apple. So, a wealthy US market with 350 million people is very important. Unlike the wealthy EU market with 450 million people which Apple can just easily abandon. | | |
| ▲ | thewebguyd 5 hours ago | parent [-] | | You are correct, I had my numbers mixed up.
EU is 7% of Apple's app store revenue specifically, not total revenue. Definitely makes it seem more likely they are bluffing in that case unless they plan on just selling dumb phones with no app store. |
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| ▲ | aranelsurion 4 hours ago | parent | prev | next [-] |
| I don’t see how these two things are comparable, considering the scale. |
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| ▲ | leakycap 3 hours ago | parent [-] | | > how these two things are comparable Apple has done other unprecedented things, after claiming "if this doesn't change, we will take something from customers" Apple rarely takes something from customers, to the point I'm searching for examples beyond iCards... which are back recently as Invites | | |
| ▲ | aranelsurion 2 hours ago | parent [-] | | “If DMA doesn’t change, we’ll drop some 25% of our revenue” sounds orders of magnitude bigger than “we’ll disable ADP”, which was the example given by OP. It’s like a comparison of “I’d be mildly annoyed” vs. “I’ll burn myself alive” as far as reactions go. |
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| ▲ | makeitdouble 5 hours ago | parent | prev [-] |
| They might kill features for various reasons, but never left a market at this point I think ? |
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| ▲ | leakycap 3 hours ago | parent [-] | | I thought Apple would leave Brazil or China before we'd see them leave the EU, but I don't think I can think of Apple bluffing in this way before, either |
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