Apple iPhone shipments declined 30% in Q1, now in third place behind Samsung and Huawei

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  • Reply 41 of 51
    tmaytmay Posts: 6,455member
    avon b7 said:
    tmay said:

    You state: "Huawei is  definitely taking sales away from Apple", yet you don't have any data, or even anecdotal evidence, that iPhone users are switching to Huawei, even in China

    Data? You have me! I switched from iPhone.

    Take a look at just about any comments section under a Huawei article and you will see plenty more examples.

    Apple itself could show its hand and really let the cat out of the bag. It won't of course, in spite of having all the numbers down to the last Apple ID. 

    Data isn't available in any form that would be acceptable to you but, and I will repeat what I said:

    Huawei is definitely taking sales away from Apple.

    If you accept other sources of information, even if only anecdotal, there are plenty:

    "Of those people who are upgrading, there are many switching from Apple to Chinese brands but very few switching from Chinese brands to Apple".

    "CEO of Huishoubao which buys and resells used phones, said he has seen a consumer shift to Huawei from Apple, driven by the Chinese love of selfies and emphasis on camera quality"


    "...which helped Huawei's share of the $500-$800 segment in China surge to 26.6 percent last year from 8.8 percent, data from research firm Counterpoint shows. Apple, by contrast, saw its share of the segment tumble to 54.6 percent from 81.2 percent".

    https://www.reuters.com/article/us-china-tech-smartphones-analysis-idUSKCN1R30CS

    You switched from an iPhone years ago, and recently, your wife upgraded hers to an XR. You haven't ever been a flagship buyer. You even noted yesterday that you are a value buyer.

    I'll note that even with this data for that quarter, in the "$500 to $800" segment, and the anecdote from a used phone reseller, I'm not convinced of any long term trend. As you would say, "let's wait for more data", and I will:

    Morgan Stanley



    "The real surprise" was Apple's June-quarter guidance, according to Katy Huberty, who observed that its predicted 8 percent sequential decline would be well above a normal 13 to 16 percent, and even a Wall Street consensus of 11 percent. The analyst is raising estimates for fiscal 2019 ($257.3 billion) and 2020 ($264.4 billion) revenue, and a price target from $234 to $240, citing factors like recovering iPhone sales and growing services revenue that investors "underappreciate."
    edited May 2019
  • Reply 42 of 51
    avon b7avon b7 Posts: 8,023member
    tmay said:
    avon b7 said:
    tmay said:

    You state: "Huawei is  definitely taking sales away from Apple", yet you don't have any data, or even anecdotal evidence, that iPhone users are switching to Huawei, even in China

    Data? You have me! I switched from iPhone.

    Take a look at just about any comments section under a Huawei article and you will see plenty more examples.

    Apple itself could show its hand and really let the cat out of the bag. It won't of course, in spite of having all the numbers down to the last Apple ID. 

    Data isn't available in any form that would be acceptable to you but, and I will repeat what I said:

    Huawei is definitely taking sales away from Apple.

    If you accept other sources of information, even if only anecdotal, there are plenty:

    "Of those people who are upgrading, there are many switching from Apple to Chinese brands but very few switching from Chinese brands to Apple".

    "CEO of Huishoubao which buys and resells used phones, said he has seen a consumer shift to Huawei from Apple, driven by the Chinese love of selfies and emphasis on camera quality"


    "...which helped Huawei's share of the $500-$800 segment in China surge to 26.6 percent last year from 8.8 percent, data from research firm Counterpoint shows. Apple, by contrast, saw its share of the segment tumble to 54.6 percent from 81.2 percent".

    https://www.reuters.com/article/us-china-tech-smartphones-analysis-idUSKCN1R30CS

    You switched from an iPhone years ago, and recently, your wife upgraded hers to an XR. You haven't ever been a flagship buyer. You even noted yesterday that you are a value buyer.

    I'll note that even with this data for that quarter, in the "$500 to $800" segment, and the anecdote from a used phone reseller, I'm not convinced of any long term trend. As you would say, "let's wait for more data", and I will:

    Morgan Stanley



    "The real surprise" was Apple's June-quarter guidance, according to Katy Huberty, who observed that its predicted 8 percent sequential decline would be well above a normal 13 to 16 percent, and even a Wall Street consensus of 11 percent. The analyst is raising estimates for fiscal 2019 ($257.3 billion) and 2020 ($264.4 billion) revenue, and a price target from $234 to $240, citing factors like recovering iPhone sales and growing services revenue that investors "underappreciate."
    Yep. It's a waiting game but if a recovery happens, those analysts are talking about a 'recovery' that could still be a YoY drop.

    What really counts is the 2019 refresh and what comes with it. 
  • Reply 43 of 51
    tmaytmay Posts: 6,455member
    avon b7 said:
    tmay said:
    avon b7 said:
    tmay said:

    You state: "Huawei is  definitely taking sales away from Apple", yet you don't have any data, or even anecdotal evidence, that iPhone users are switching to Huawei, even in China

    Data? You have me! I switched from iPhone.

    Take a look at just about any comments section under a Huawei article and you will see plenty more examples.

    Apple itself could show its hand and really let the cat out of the bag. It won't of course, in spite of having all the numbers down to the last Apple ID. 

    Data isn't available in any form that would be acceptable to you but, and I will repeat what I said:

    Huawei is definitely taking sales away from Apple.

    If you accept other sources of information, even if only anecdotal, there are plenty:

    "Of those people who are upgrading, there are many switching from Apple to Chinese brands but very few switching from Chinese brands to Apple".

    "CEO of Huishoubao which buys and resells used phones, said he has seen a consumer shift to Huawei from Apple, driven by the Chinese love of selfies and emphasis on camera quality"


    "...which helped Huawei's share of the $500-$800 segment in China surge to 26.6 percent last year from 8.8 percent, data from research firm Counterpoint shows. Apple, by contrast, saw its share of the segment tumble to 54.6 percent from 81.2 percent".

    https://www.reuters.com/article/us-china-tech-smartphones-analysis-idUSKCN1R30CS

    You switched from an iPhone years ago, and recently, your wife upgraded hers to an XR. You haven't ever been a flagship buyer. You even noted yesterday that you are a value buyer.

    I'll note that even with this data for that quarter, in the "$500 to $800" segment, and the anecdote from a used phone reseller, I'm not convinced of any long term trend. As you would say, "let's wait for more data", and I will:

    Morgan Stanley



    "The real surprise" was Apple's June-quarter guidance, according to Katy Huberty, who observed that its predicted 8 percent sequential decline would be well above a normal 13 to 16 percent, and even a Wall Street consensus of 11 percent. The analyst is raising estimates for fiscal 2019 ($257.3 billion) and 2020 ($264.4 billion) revenue, and a price target from $234 to $240, citing factors like recovering iPhone sales and growing services revenue that investors "underappreciate."
    Yep. It's a waiting game but if a recovery happens, those analysts are talking about a 'recovery' that could still be a YoY drop.

    What really counts is the 2019 refresh and what comes with it. 
    Again, what is really relevant, is that the iPhone is a market independent of Android OS devices, for the most part.
  • Reply 44 of 51
    AppleExposedAppleExposed Posts: 1,805unconfirmed, member
    Maybe Apple should start shipping junk that breaks?

    Heck it helps the knockoffs increase sales.
  • Reply 45 of 51
    AppleExposedAppleExposed Posts: 1,805unconfirmed, member
    Fred257 said:
    I’m not going to pay $1,000.00 for a phone.  Sorry Apple, you’re shooting yourself in the foot.  I’m doing fine with my SE.  I don’t want or need a huge screen.
    Ah the typical troll trope of singling out Apples most expensive model to make them seem overpriced. Happens every time.

    Take them estimates and put them where the sun dont shine !
    And if the numbers were favorable to Apple would you be saying the same thing? I always say these numbers are BS, whether good or bad.

    so what you did is essentially "Take them estimates and put them where the sun dont shine !"

    kevin kee said:
    Fred257 said:
    I’m not going to pay $1,000.00 for a phone.  Sorry Apple, you’re shooting yourself in the foot.  I’m doing fine with my SE.  I don’t want or need a huge screen.
    Welcome to 2019 when even Samsung priced its phone 3x more expensive than Apple but Apple is still overprice.

    //check the table and read if it's 'marketshare', then skip the table.
    What phone is Samsung selling that is 3x the price of Apple’s most expensive phone?
    Ah the typical troll trope of singling out Apples most expensive model to make them seem overpriced. Happens every time.

    He didn't say which model. Thanks for trying.

    striper said:
    I don't have a problem with the comment of not wanting to pay $1000 for a phone. As for getting an older iphone, they look antiquated compared with some offerings from these other companies. I do think that Apple needs a modern looking phone that is cheaper, without an LCD screen! I am speaking as a fan of Apple.

    If you knew dirt about screen tech you would know the LCD is brilliant and beats the best OLEDs in several categories. Your last sentence confirms you're trolling.

  • Reply 46 of 51
    AppleExposedAppleExposed Posts: 1,805unconfirmed, member
    avon b7 said:
    When it suits them Apple touts IDC numbers.

    Apple HAS the damn numbers. They don't brag about 3rd party guesstimates. The first sentence of your post is complete bulls*** so I stopped reading after that and everyone else should too.

    Good luck convincing people the knockoffs like the MateBook Pro, MiPhone 8, GalaxyTab are better.
    tmay
  • Reply 47 of 51
    gatorguygatorguy Posts: 24,649member
    Kuyangkoh said:
    Bebe said:
    Estimates? LOL. I don’t really care what IDC says about iPhone sale estimates.  AAPL is up 5% after hours.  B)


    Corrections.....shipping is not the same as sale...IDC only cares of shipped smartphones which does not represent smartphones sold. 
    IDC compares Kia to Mercedez. Emerging markets cant afford a phone that lasts and values stays so they prefer a throwaway cheap phones.
    IDC next time tell us about sold smartphones not shipped 
    In general shipped DOES equal sold.

    Manufacturers don't send out product without being paid in advance or minimally with a written expectation of payment on a specific date. The figures IDC and others use aren't end-user acquisitions. They're simply phones that are purchased generally in bulk and typically by a reseller. The manufacturer doesn't get paid again when you pluck one of those previously wholesale and paid for phones for yourself, Apple included, nor does it count as another sale. It was already sold by the manufacturer. 
    edited May 2019 chemenginmuthuk_vanalingam
  • Reply 48 of 51
    avon b7avon b7 Posts: 8,023member
    avon b7 said:
    When it suits them Apple touts IDC numbers.

    Apple HAS the damn numbers. They don't brag about 3rd party guesstimates. The first sentence of your post is complete bulls*** so I stopped reading after that and everyone else should too.

    Good luck convincing people the knockoffs like the MateBook Pro, MiPhone 8, GalaxyTab are better.
    You haven't seen many Apple product launches then. Apple has put up slides with IDC data - very often. Obviously not it's own data, though! LOL.

    Wasn't that, erm, obvious?

    And believe me, I don't have to convince anyone the MateBook X Pro is better. Just read the reviews! And the keyboard is rock solid - AND spillproof!

    "Frankly, we’re stunned by Huawei’s sophomore effort in the laptop category. In one fell swoop, the MateBook X Pro presents an overwhelming alternative to our favorite laptop, the Dell XPS 13, and the MacBook Pro".

    https://www.techradar.com/reviews/huawei-matebook-x-pro


    edited May 2019 muthuk_vanalingam
  • Reply 49 of 51
    jcs2305jcs2305 Posts: 1,341member
    Fred257 said:
    I’m not going to pay $1,000.00 for a phone.  Sorry Apple, you’re shooting yourself in the foot.  I’m doing fine with my SE.  I don’t want or need a huge screen.
    You have an SE these larger higher priced phones aren't for you. Also larger screen iPhones existed before the $1000.00 price that you complaining about. So what are you really saying?  Personally I am unable to use the phone he size of the SE.. font is too small for my eyes and it feels like a toy in my hands.
  • Reply 50 of 51
    tmaytmay Posts: 6,455member
    avon b7 said:
    avon b7 said:
    When it suits them Apple touts IDC numbers.

    Apple HAS the damn numbers. They don't brag about 3rd party guesstimates. The first sentence of your post is complete bulls*** so I stopped reading after that and everyone else should too.

    Good luck convincing people the knockoffs like the MateBook Pro, MiPhone 8, GalaxyTab are better.
    You haven't seen many Apple product launches then. Apple has put up slides with IDC data - very often. Obviously not it's own data, though! LOL.

    Wasn't that, erm, obvious?

    And believe me, I don't have to convince anyone the MateBook X Pro is better. Just read the reviews! And the keyboard is rock solid - AND spillproof!

    "Frankly, we’re stunned by Huawei’s sophomore effort in the laptop category. In one fell swoop, the MateBook X Pro presents an overwhelming alternative to our favorite laptop, the Dell XPS 13, and the MacBook Pro".

    https://www.techradar.com/reviews/huawei-matebook-x-pro


    I'm afraid that the MateBook X Pro, however well reviewed, isn't an "overwhelming alternative to our favorite laptop, the Dell XPS, and the MacBook Pro", given that the Mac Book Pro is running OSX, a preferred OS for almost all current Mac owners and users.

    But I repeat myself. For the most part, Mac's and PC's are not interchangeable, because of the user preference for each operating systems . Similarly, iOS and Android OS are not interchangeable, again, because of user preferences for each operating system.
    edited May 2019 muthuk_vanalingam
  • Reply 51 of 51
    avon b7avon b7 Posts: 8,023member
    tmay said:
    avon b7 said:
    avon b7 said:
    When it suits them Apple touts IDC numbers.

    Apple HAS the damn numbers. They don't brag about 3rd party guesstimates. The first sentence of your post is complete bulls*** so I stopped reading after that and everyone else should too.

    Good luck convincing people the knockoffs like the MateBook Pro, MiPhone 8, GalaxyTab are better.
    You haven't seen many Apple product launches then. Apple has put up slides with IDC data - very often. Obviously not it's own data, though! LOL.

    Wasn't that, erm, obvious?

    And believe me, I don't have to convince anyone the MateBook X Pro is better. Just read the reviews! And the keyboard is rock solid - AND spillproof!

    "Frankly, we’re stunned by Huawei’s sophomore effort in the laptop category. In one fell swoop, the MateBook X Pro presents an overwhelming alternative to our favorite laptop, the Dell XPS 13, and the MacBook Pro".

    https://www.techradar.com/reviews/huawei-matebook-x-pro


    I'm afraid that the MateBook X Pro, however well reviewed, isn't an "overwhelming alternative to our favorite laptop, the Dell XPS, and the MacBook Pro", given that the Mac Book Pro is running OSX, a preferred OS for almost all current Mac owners and users.

    But I repeat myself. For the most part, Mac's and PC's are not interchangeable, because of the user preference for each operating systems . Similarly, iOS and Android OS are not interchangeable, again, because of user preferences for each operating system.
    I've never actually used Windows as a day to day machine but most people seem to agree that Windows 10 is a good system.

    The OP didn't mention OS though, just the hardware.
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