A surfeit of wrong: Cold takes on iPhone demand

If there’s one thing we know about the smartphone industry, it is a zero sum game. So, if Apple is down, that must mean that everyone else is up! That’s how zero sum games work, right? It’s just everyone against Apple.

Writing for BGR, Andy Meek suggests that “Apple’s bad news for investors might be good news for Samsung and Huawei.” (Tip o’ the antlers to @designheretic.)

Two of Apple’s biggest rivals in the smartphone game likely broke out some bubbly over the past 24 hours in celebration of the good fortune that’s suddenly come their way.

Ah, what is bad for Apple is certainly good for Apple’s competitors, yes?

Blame was placed in large measure on a slowdown in Apple’s business in China, which likewise stems from US-China trade tensions.

Uh, well, that certainly didn’t help but, again, read Ben Thompson’s piece for a less reductive analysis.

Samsung and Huawei, meanwhile, don’t have anything to worry about regarding their own businesses.

Of course not! Yes, pop that champagne, Samsung and Huawei! Nothing but smooth sailing ahead!

Five days later…

“Samsung provides latest tech scare as it warns of 30% dive after alert from Apple.”

Turns out a downturn in the Chinese market is a downturn in the Chinese market, not simply, “nobody likes iPhones anymore because [insert pet iPhone peeve like ‘no headphone jack,’ ‘too large,’ ‘too expensive,’ ‘lets you delete Facebook,’ etc.].” Far from popping champagne, Samsung certainly knew what its position was and was instead probably pulling at its collar while reading Apple’s news and going “Nnnnyoi!” or however you spell that sound.