KGI: Force Touch won't be enough to drive 'iPhone 6s' upgrades, could mean negative iPhone growth

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  • Reply 21 of 92
    bageljoeybageljoey Posts: 2,008member
    -iOS 9
    -A9 processor
    -Possible announcement on 9-9

    Everything's coming up nines.
    So, 99 million for the holiday quarter, then?
    Sounds good to me...
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  • Reply 22 of 92
    SpamSandwichspamsandwich Posts: 33,407member
    I truly have to wonder if AI has some sort of a financial relationship with this useless analyst.

    Enough already with his nonsense. Please.

    Perhaps a new column devoted to what local barbers think about Apple would be in order? ;)
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  • Reply 23 of 92
    rogifanrogifan Posts: 10,669member
    spheric wrote: »
    Another year, another set of reasons not to upgrade from the immediately preceding generation of iPhones, and another year of the completely obvious: People DON'T upgrade every year. Nobody I know does (I had a few rich customers whose hobby it was to always have the newest stuff, but that's it). 

    Why does Apple change form factors only every other year? 

    How is this newsworthy? Every single year?

    It just shows how short sighted his research note is. Yeah maybe not many 6 owners will upgrade but a large portion of the install base is still using 5/5S or even 4S. They don't need force touch to get them to upgrade. Faster processor, more RAM, better camera will get them to upgrade.
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  • Reply 24 of 92
    Spoke to an iPhone 5 user over the weekend and he will also be upgrading to a 6s soon enough. That and we have two 4s models that will be going to a 6s 64gb ASAP!!
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  • Reply 25 of 92
    jkichlinejkichline Posts: 1,369member

    Seriously? Force Touch would freaking rock and give me some phone envy as new apps come out that add physical texture to the UI.

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  • Reply 26 of 92
    rossb2rossb2 Posts: 89member
    Many people in the UK buy phones on 2 year contracts. There will be a lot of 5s users buying 6s, including me. Kuo needs to include those customers. I think Kuo is right that force touch will not drive sales for a while, as developers will need to release apps that use it.
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  • Reply 27 of 92
    satchmosatchmo Posts: 2,699member
    Whether or not there is or isn't a killer feature isn't the issue.

    It's the flip flopping that says a lot about analysts' pump and dump stock manipulations.

    And btw, racists comments of any sort is certainly not welcomed.
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  • Reply 28 of 92
    fallenjtfallenjt Posts: 4,057member
    Here you go, the stock manipulation again. If you want cheap Apple stocks, buy it in the next few days when WS anal..ists downgrade Apple. This game happens again and again.
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  • Reply 29 of 92
    512ke512ke Posts: 782member
    Good. Id rather have him talk down the share price now and set up a rise upon earnings. I mean, if he has to utter his unfounded baseless random opinions....
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  • Reply 30 of 92
    qvakqvak Posts: 86member
    Quote:

    Originally Posted by spheric View Post

     

     

    Thank you. Casual racism is not okay.


     

    Cry me a river.

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  • Reply 31 of 92
    qvakqvak Posts: 86member
    Quote:

    Originally Posted by Rogifan View Post





    What exactly makes the 6S boring whereas the 7 will be amazing?

     

    Usually the new industrial design is what excites people. So upgraded internals in the same shell is not seen as "new enough"

     

    But most people buy on contract and they get whatever iphone is current.... as long as its an iphone and better than their old one, they don't care

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  • Reply 32 of 92
    satchmosatchmo Posts: 2,699member
    spheric wrote: »
    Thank you. Casual racism is not okay.

    Exactly. Anyone who believes otherwise is just a loser hiding behind a keyboard.
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  • Reply 33 of 92
    sphericspheric Posts: 2,744member

    Quote:
    Originally Posted by qvak View Post

     

     

    Cry me a river.

     


     

    Quote:

    Originally Posted by Lord Amhran View Post





    Grow a pair and leave your sensitivity at the door

     

    Leave…racial sensitivity…at the door. 

     

    Uh-huh. 

     

    Are you sure that's the side of the fence you want to be on?

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  • Reply 34 of 92
    Quote:



    Originally Posted by Rogifan View Post





    It just shows how short sighted his research note is. Yeah maybe not many 6 owners will upgrade but a large portion of the install base is still using 5/5S or even 4S. They don't need force touch to get them to upgrade. Faster processor, more RAM, better camera will get them to upgrade.

     

    Also there are 6 owners that upgrade due to the high resale value of their old phones.  Those owners may still be getting $400 used for their old phones so a $750 phone is not so pricey.  I am a 5s owner and I will either buy one of those used iPhone 6 or spring for a full price iPhone 6s but come the annoucement I will get something. 

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  • Reply 35 of 92
    sphericspheric Posts: 2,744member
    Quote:

    Originally Posted by qvak View Post

     

     

    Usually the new industrial design is what excites people. So upgraded internals in the same shell is not seen as "new enough"

     

    But most people buy on contract and they get whatever iphone is current.... as long as its an iphone and better than their old one, they don't care


     

    I've invariably been more, er, "excited" about the "s" generations. It's like they've either fixed what bothered me about the new designs (speed in the 3GS, better antenna design and camera in the 4S) or added stuff that made me go "woah" (Touch ID, gold case, and the massive camera improvements in the 5s). 

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  • Reply 36 of 92
    qvakqvak Posts: 86member
    Quote:

    Originally Posted by spheric View Post

     

     

    Leave…racial sensitivity…at the door. 

     

    Uh-huh. 

     

    Are you sure that's the side of the fence you want to be on?


     

    You should ask yourself the same question. Maybe you need some more "cultural enrichment" before you can understand.

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  • Reply 37 of 92
    qvakqvak Posts: 86member
    Quote:

    Originally Posted by spheric View Post

     

     

    I've invariably been more, er, "excited" about the "s" generations. It's like they've either fixed what bothered me about the new designs (speed in the 3GS, better antenna design and camera in the 4S) or added stuff that made me go "woah" (Touch ID, gold case, and the massive camera improvements in the 5s). 


     

    It's a valid point, take a good thing, upgrade its specs. 5S IMO was a spectacular upgrade, 2x CPU performance, 64-bit OS, touchID, way better LTE, better battery, and gold, too!

     

    But "analysts" don't see it that way, and the FUD they spread is based on this. But the question to ask them is: How is Samsung's 6 month product cycle working out.

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  • Reply 38 of 92

    Kuo's latest analysis seems like it was purposefully written with a negative slant, as if he was retaliation mode. I wonder what has occurred recently to make this happen.

     

    I also wonder why AI dropped the "well connected" from Kuo's introduction? Hmmm....

     

    On another note, this is the week Samsung is making its "Next Big Thing" announcement. Getting negative press out before Samsung's announcement provides analysts with a way to give Samsung positive press.

     

    Expect Kuo to change his analysis and tone after Samsung makes its announcement, but before Apple makes its announcement. I am guessing Kuo will claim some unnamed source let him know there is more to Force Touch than what other analysts had been writing and that Force Touch will be a trojan killer app.

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  • Reply 39 of 92
    jungmarkjungmark Posts: 6,927member
    Is this guy an idiot? Not everyone has a 6. It'll be the usual S upgraders.
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  • Reply 40 of 92
    sphericspheric Posts: 2,744member
    Quote:

    Originally Posted by qvak View Post

     

     

    You should ask yourself the same question. Maybe you need some more "cultural enrichment" before you can understand.




    Having actually grown up in different cultures (spent fifteen years of my life abroad, not on military bases), I'm not sure I'm less qualified to judge when somebody's being an asshole than you are. 

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