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WSJ Original article ›
The Hindu Original article ›
WSJ Original article ›
LyrArc Article Gist
China's Make in China campaign is supported by helping domestic brands. Just as BYD overtakes VW as the largest selling domestic brand and leading EV maker, China is pushing domestic mobile phones. Here WSJ reports banning of the use of Apple phones by people serving in the government. China is urging government agencies and state enterprise employees to use Chinese brands of computers, mobile phones and computer software to ensure sensitive data can be protected. Apple gets 19% of revenues from China and dominates the highend smart phones market in China. This may not be sustained under Make In China campaign.

WSJ Original article ›
Wall Street Journal Original article ›
Wall Street Journal Original article ›
WSJ Original article ›
LyrArc Article Gist
Apple shares are down 25% says this WSJ article and asks the question whether Apple's best days are past. In the fastest growing markets in Asia and Africa, Apple iPhones are beyond the reach of about 95% of the population. The number of Apple iPhones sold in India have dropped 40% in 2018 compared to 2017. Apple's market share in India has fallen from 2% to 1%, according to Canalys research firm. The $1.8 billion in Indian sales is about half of what Apple executives had hoped for when Tim Cook visited India in 2016. Some call it a rout. Tim Cook seldom mentions India now. At the center of this is Apple's reluctance to change its business model of getting the highest margins, making not a range of handsets, but a few models selling at high prices. This is the strategy that Apple has used to revive the company from near bankruptcy in 1997. Competitors including Xiaomi, the Apple for China and India, tweak their phones constantly to address local concerns for battery life, and lower prices to get market penetration. Only 24% of Indians have a smartphone and India is fastest growing market. Friction with the Modi government which cannot be favorable to Apple's plans to push a high  margin product when competitors have similar but better value packages.   In price sensitive markets of Africa and Asia most people buy phones outright and use pay as you go plans, Apple is not popular. Even in China Apple's market share is down from 12.5% in 2015 to 8% in 2017, according to Canalys. Apple is reluctant to make many models offering lower prices and to address concerns such as battery life in India. In India 39 million people will add smartphones in 2018 with 75% costing less than $250, 95% costing less than $500. In Apple's lineup the iPhone 7 costs around $550. Competitors such as Xiaomi, OnePlus, Oppo, and Vivo flooded India with smartphones costing less than $200. Unlike Apple which spurns market research these companies do extensive research work on local situation. OnePlus has focussed on battery life and gained 30% share of the premium segment to Apple's 25%. By making the devices in India these companies avoid having to pay the 20% tariff. Apple has so far not put up a new plant with the restriction that India places of single brand retailers over 51% foreign owned to buy locally 30% of manufacturing materials. The Modi government felt Apple was not focussed enough on bringing high tech jobs to India and helping local manufacturing, a perception not conducive to expansion in India where "Made in India" is the government plan. This means opening Apple stores in India is less likely now.  The turnover of Apple India executives is also increasing with 3 new CEO's 2017- 2019. Apple's strategy of targeting wealthier Indians makes it not even a fringe player in the Indian market down to 1% of the market. Just as it shrinks in the Chinese market where most customers are price sensitive and the economy is slowing.   ...
Wall Street Journal Original article ›
New York Times Original article ›
New York Times Original article ›
Wall Street Journal Original article ›
Wall Street Journal Original article ›
Wall Street Journal Original article ›
WSJ Original article ›
Wall Street Journal Original article ›
New York Times Original article ›
WSJ Original article ›
Wall Street Journal Original article ›
LyrArc Article Gist
The German government says the U.S. intelligence agencies may be monitoring Chanceller Merkel's mobile phone and finds such surveillance completely unacceptable.
The Times Original article ›
LyrArc Article Gist
With the decline of its hardware business making iPhones Apple is looking at other fields. It is launching cheap online TV subscriptions in streaming wars in competition with Netflix and others. Apple is launching a new TV streaming service Apple TV+ in 100 countries for 4.99 British pounds a month undercutting Netflix's price of 5.99 pounds. The new service will be started November 1, 2019. Disney plans a streaming service for 7 pounds a month starting November 12. This service is alongside iPhone 11 launch and anew iPad, a new iWatch. Buy any new Apple device and you get a 1 year streaming service free.  Sales of iPhones fell 14% in the April to June 2019 quarter to 39 million units. Samsung's business is growing by 4% to 75 million units and Huawei by 16% to 58 million units. Apple sees the need to increases its services business with a target of $50 billion in 2020. Apple sees itself more as a media and cloud services company as it makes this change. In markets such as India Apple's growth is limited by its failure to lower prices on new iPhones. In China it faces strong competition from Huawei. The trade tensions are increasing the strength of Chinese brands in the Chinese market. The market in U.S. and Europe is saturated after years of expansion. New iPhone models are costly and bring peripheral advantages such as more and better cameras and features such as screens that are not breakable- for the iPhone 11- not dimensions that are critical for making a costly purchase. After years of growth tech companies such as Apple, Google, Alibaba, Amazon are reaching a point where incremental growth is not what it used to be and most of the rapid growth behind them. Trade tensions are also limiting the outlook in the Chinese market, and pricing remains a major factor in the Indian market. Western markets are saturated. There are fewer and fewer substantial new ideas from these tech companies. ...
New York Times Original article ›
LyrArc Article Gist
Complacency in Nokia's bureaucratic organization structure. A competitive touch screen and internet ready phone that would have competed with the iPhone was turned down by management in 2004, according to a former employee.
Wall Street Journal Original article ›
LyrArc Article Gist
Blackberry's new smartphones fail to compete with phones from Samsung, Apple and other competitors. Under CEO Chen Blackberry sales decline further with a net loss of $423 million in the fourth quarter of 2013. Revenue decline was 64% to $976 million for the 4th quarter 2013. The cash position declined to $2.7 billion from $3.2 billion the prior quarter. In a remarkable reversal older Blackberry phones outsold new Blackberry 10 smartphones launched in 2013. Older Blackberry 7 models sales were 2.3 million compared to 1.1 million for the newer Blackberry 10 models, a situation unheard of in the smartphone industry.
Wall Street Journal Original article ›
The Guardian Original article ›
LyrArc Article Gist
Tenbury High is a phone free school in the Worsestershire countryside in the UK. Here the children have more time to play sports and 'socialise old school' says the head of the school.

WSJ Original article ›
WSJ Original article ›

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