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slightlyoff@toot.cafe ("Alex Russell") wrote:
@owa The market definition sections are also very interesting. DOJ is defining the most affected market as "performance smartphones" (or what I'd call the "premium" and "super-premium" segments). DOJ also uses a novel "share by revenue" (not shipments) argument that I find incredibly hopeful. It acknowledges that wealth has a huge effect on the technology market.
Attachments:
- DOJ vs. Apple, page 66, 'graf 181: "181. In the U.S. market for performance smartphones, where Apple views itself as competing, Apple estimates its market share exceeds 70 percent. These estimates likely understate Apple’s market share today. For example, Apple’s share among key demographics, including younger audiences and higher-income households, is even larger. Even in the broadest market consisting of all smartphones—including many smartphones that Apple and industry participants do not view as competing with Apple’s iPhones and other higher-end phones — Apple’s share is more than 65 percent by revenue." (remote)
