Where are all these Android smartphones coming from? I understand that in the US, the market share of Android is less than much of the rest of the world but IIRC, it's still over 60%, yet the iPhone is still the best selling smartphone. Outside of Samsung, all we seem to read about is one Android OEM after another failing to meet expectations or even register a blip on the proverbial sales radar. Samsung seems to be the sole Android success story (hardware-wise), and even last year the discussion regarding Samsung was their lackluster performance as well.
This just seems to reiterate that the majority of Android phones are top end, or maybe mid-range devices. Not trying to discount the importance of this because it's obviously having an impact on Apple but it seems to reiterate it's not a good time for all high end smartphone OEMS. Samsung has had a noticeable improvement but it's easier to show improvement when you're following a few subpar years. I think this trend to the middle (or low end) is going to ultimately mean struggles for all flagship devices as we've seems to reach peak smartphone penetration and with Chinese OEMs stretching their wings outside Asia, the pressure is going to get worse.
Going to be an interesting new couple of years.