Shipping delays continue to dog Apple's 4" iPhone SE

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  • Reply 41 of 57
    The 5th generation iPhone is the design Steve Jobs wanted and there should always be one available. It's the Mercedes of design. I replaced my iPhone 6 Plus with an SE two months ago without any regrets.
    urbanleopard
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  • Reply 42 of 57
    I have the 6 now and after I squeeze a few more miles out of it I'm going to the SE. The form factor is just so much better. I want a iPod/camera not a big beautiful screen, I have an iPad and a iMac for that. The six is not nice to hold while taking pictures and won't stand on edge. Moving the power button to the side means that when I walk my dog and try to adjust the volume of my music it is hard to know if I hit the power or the volume. Even if you are looking at the phone it's easy to press both buttons accidentally because they are straight across from each other. Then there is the camera bump on the six too... The 5,5s,SE design is just the best. Can't wait to go back.
    [Deleted User]baconstangurbanleopard
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  • Reply 43 of 57
    tzeshan said:
    Don't be fooled by the rhetoric.  There is no strong demand.  Originally Apple planned to build just 10-15 million SEs for 2016.  Even if Apple build 5 million more SEs, the SE is still not in high demand compared to other iPhones.  Apple does not look plan to satisfy the demand at all even though the numbers are still small.  I have given up on Apple.  

    Looking forward to when you give up on posting here...
    pulseimages[Deleted User]baconstang
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  • Reply 44 of 57
    slurpyslurpy Posts: 5,398member
    Anyone thinks there will be a 128GB iPhone SE? Holding out for that one. Capacity is the only reason stopping me now. (I own an iPhone 5 64GB for 4 years now and am still fine with speed, etc)
    Doubt it. The SE is the "budget phone" which typically does not include the highest capacities. I'm pretty surprised you're still ok with the iPhone 5 speed, I had a 5S and the performance between the SE is night and day. 

    schralp said:
    Perhaps Steve was right about device size after all......
    Based on the massive popularity of the 6/6+, and the massive growth cycle they initiated, it's pretty silly to make that statement. The iPhone now sells to a global population and every democratic, so its reasonable to have multiple sizes. There's no doubt in my mind that Steve would have greenlit larger sizes at this point, not doing so would be insanely irrational. 
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  • Reply 45 of 57
    flaneurflaneur Posts: 4,526member
    bobschlob said:
    Sorry, but they are purposely throttling production. There is no parts shortage.
    Cook is the best in the business at this. He knows exactly where he is, what he's got, and where he wants to go.
    See what I mean about your posts? I hope Slurpy can fit you in for a little counseling.

    meanwhile, don't project your values on Tim Cook and Apple. They don't play games with their inventory.
    baconstang
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  • Reply 46 of 57
    flaneurflaneur Posts: 4,526member

    bobschlob said:

    sacto joe said:
    I seriously doubt that they're purposefully throttling. However, they may well be tooling up now for the 7 run. That could force them to choose between setting up for the 7 and increasing SE production. September's only 3 months away. If that's what you mean by "purpose[fully] throttling", then I can see that.

    If the SE remains this popular going into the holiday quarter, then they may about to build an unprecedented number of iPhones for that quarter....
    I have no doubt this phone is selling very well. (I keep trying to pick one up, but keep missing stock)
    But this phone is a marriage of iPhone 5, 6, and 6s components.  ALL parts are fully ramped in production, and have been for a long time. They are simply making and shipping as many of these phones as they WANT to ship, and no more. It's been out for quite a while now. And this is Apple; Master of production.

    ---

    This is is how I see it too.   By setting a limited production volume, Apple keeps interest high, potentially pushes some buyers into the more expensive models, and smoothes sales over the two slower summer quarters.  
    Use artificial shortage to upsell to another platform the customer doesn't even want?  We're talking about Apple here. That's against "core principles" on its face. 
    baconstang
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  • Reply 47 of 57
    ireland said:
    I think the pricing is definitely the main thing driving sales.
    Ding.

    $399 in the states and €499 in EU it's a great phone for the price.
    pretty sure the majority of iphone users get their phones on contract pricing so the rrp doesn't factor into it for me.

    the SE is selling well because it's the perfect size for many. Apple ballsed up when they dropped the 4" in favour of phablets thinking thats what people wanted. They should listen to customers more and less to uninformed tech journos and geeks chasing specs.
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  • Reply 48 of 57
    cnocbuicnocbui Posts: 3,613member
    schralp said:
    Perhaps Steve was right about device size after all......
    Clearly he wasn't, as the unprecedented and possibly never to be repeated surge in sales of the 6 series shows.
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  • Reply 49 of 57
    hledgardhledgard Posts: 265member
    sacto joe said:
    Interesting. I just posted something about this on Braeburn Group.

    Here are the iPhone sales numbers since Q1 fy ‘11, with Q1 bolded.
    16,235
    18,647
    20,338
    17,073
    37,044
    35,064
    26,028
    26,910
    47,789
    37,603
    31,241
    33,797
    51,025
    43,719
    35,203
    39,272
    74,468
    61,170
    47,534
    48,050
    74,779
    51,193

    BIG jump (128%) when Apple moved the iPhone release date 3 months closer to the holidays in 2011 (Q1 fy '12). Then only a moderate jump in '13 (29%), and a smaller jump in '14 (7%). Q1 '13 and Q1 '14 were the 5 and 5s models respectively. Finally, another big jump in '14 with the 6 (47%) and flat in '15.

    IMHO, this, and Apple's lack of ability to match demand for the SE, reveals the "smoking gun" of what happened to production in '13 and '14; the 5 series was just flat harder to produce than the 4 series or the 6 series. My guess of the problem: The highly milled edges of the aluminum housing. As an ex-CNC machinist, I can guarantee you that you can't make those edges quickly.

    Note that the 6 series doesn't have milled edges, and hence is far easier to ramp up production on.

    BTW, I think the 5 series was one of the most beautiful iPhones ever produced. Just a shame that it's so hard to make....

    What a nice and thoughtful post.  Thanks !
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  • Reply 50 of 57
    bobschlobbobschlob Posts: 1,074member
    flaneur said:
    bobschlob said:
    Sorry, but they are purposely throttling production. There is no parts shortage.
    Cook is the best in the business at this. He knows exactly where he is, what he's got, and where he wants to go.
    See what I mean about your posts? I hope Slurpy can fit you in for a little counseling.

    meanwhile, don't project your values on Tim Cook and Apple. They don't play games with their inventory.
    No, I don't see what you mean. But maybe you could try not projecting your values on me.
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  • Reply 51 of 57
    eideardeideard Posts: 428member
    I think my new buddy, "Essie", is terrific.  As a cranky, retired old geek, I didn't think I'd ever end up carrying a smartphone around with me.

    Wrong.  Always something I need to know.  Often something to take a quick snapshot of - or something a bit more creative.  And the raw material is waiting for me on my iPad and iMac back at home to edit.
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  • Reply 52 of 57
    k2kwk2kw Posts: 2,084member
    bdkennedy said:
    The 5th generation iPhone is the design Steve Jobs wanted and there should always be one available. It's the Mercedes of design. I replaced my iPhone 6 Plus with an SE two months ago without any regrets.
    The black iPhone 4s was the best in looks IMHO.  The 5/5s is beautiful too.   But the 6/6s is plain bland.   SE will be my next phone.
    baconstangcnocbui
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  • Reply 53 of 57
    toddzrxtoddzrx Posts: 254member
    Given the demand for the SE, I would think Apple will release 3 screen sizes for the 2017 release, assuming that this coming September's iPhone appears to be an upgraded 6S instead of a new chassis.  I for one would appreciate that, being I have a 5S and have no desire for something larger.
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  • Reply 54 of 57
    michael scripmichael scrip Posts: 1,916member
    toddzrx said:
    Given the demand for the SE, I would think Apple will release 3 screen sizes for the 2017 release
    Apple has enough trouble producing two screen sizes in a timely manner.  And you want three?  :) 

    You'd think they would have learned after all these years.  Lots of people want the new iPhone on day-one... or in the first week or month.

    Yet is seems to take a few months for supply to pickup.

    I guess it would be nice to have three brand new models available at once... but I think it would be a production nightmare.
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  • Reply 55 of 57
    kevin kee said:
    mpirate said:
    Hard to tell what this means, but it is surprising. Either demand is VERY strong, or something odd is happening. The more likely reason would seem to be very strong demand, any other ideas or explanations?

    Easy: do not read the media hype. Is there any reason NOT to believe that the demand is VERY strong besides what media and analyst try to convince everyone that NO ONE want to buy SE?
    I concur - I expect SEvsales to surprise on the upside
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  • Reply 56 of 57
    mattinozmattinoz Posts: 2,688member
    slurpy said:
    Anyone thinks there will be a 128GB iPhone SE? Holding out for that one. Capacity is the only reason stopping me now. (I own an iPhone 5 64GB for 4 years now and am still fine with speed, etc)
    Doubt it. The SE is the "budget phone" which typically does not include the highest capacities. I'm pretty surprised you're still ok with the iPhone 5 speed, I had a 5S and the performance between the SE is night and day. 

    Based on the massive popularity of the 6/6+, and the massive growth cycle they initiated, it's pretty silly to make that statement. The iPhone now sells to a global population and every democratic, so its reasonable to have multiple sizes. There's no doubt in my mind that Steve would have greenlit larger sizes at this point, not doing so would be insanely irrational. 
    Most of that growth seems to have come from customers who's iPhone is their primary personal computing device. While the smaller iPhone lost demand is coming from people who have a less-mobile primary personal computing device as they need the power and screen space for their work.

    To me 4" iPhone is the perfect size for a phone that is also a computer, but the 6+ are better sizes for computer that is also a phone.
    There is a real distinct line in terms of usage. I think Apple was hoping the 6 would be on one side of the line and 6+ on the other but it isn't.
    4" is the line with narrow bezel and smart touch rejection maybe a tad larger but 4.7 is definitely of the other side of the line.
    urbanleopard
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  • Reply 57 of 57
    brianmbrianm Posts: 51member
    My wife just got a 64 GB space black walk-up at a Costco (Canada) wireless mini-store - pretty good step up from the iPhone 5 (she specifically wanted the 4" after trying my iPhone 6 4.7" out) . Of course it was their only 64 GB iPhone SE, and a couple other places I spoke with the week before didn't have any, said it would be likely a week or two to get one :)
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