CEO of Canada's Rogers sees 'anemic' demand for Apple's iPhone 8

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Comments

  • Reply 21 of 71
    is the reason most other stocks are down 2% today also cause of iPhone 8 worries?  :p
    magman1979LukeCage
  • Reply 22 of 71


    People I know are finding little reason to upgrade from their 6 or 7 to the iPhone 8, no matter how much better the camera, speed, and the new taptic feedback are.
    I personally don't find the iPhone X to be super expensive, and I think it's a stronger upgrade argument than the 8
    Agreed.  I have a 7+ and really really really wanted the X to be something better.  But after looking at the specs and functionality of 8 and X, there's no compelling reason to upgrade.  I do find the cost of the X rather high for what you get.  For the first time in years, I feel zero upgrade lust.
    Ah yes, specs, the best way to evaluate Apple products. not. 

    however if you already have a 7 and are not a super phone nerd, i dunno why you’d be upgrading. 
    cali
  • Reply 23 of 71
    irnchriz said:
    I would like sales to fall flat, proving that Apple his hit a price point where a lot of existing customers just say, “nope, I think I won’t bother upgrading”.

    That said, I will pick up an X to try out the new features but I’m not sure about keeping it as it’s the same narrow display at the non plus models.
    There has been a lot of confusion about the display on the X and how it stacks up to the LCD displays. I'm pretty sure it's wider than the non-plus models. The 8 non-plus models are 67.3mm wide, the iPhoneX is 70.9mm, and the 8 plus model is 78.1mm. That's 3.6mm wider than the non-plus and 7.2mm narrower than the plus model. That is device width and not screen width, so you have to take into account side bezel. I doubt the bezels on the X are thicker than than the 8 (the 8 series already has 0.2mm thicker bezels than 6/7 series), so assuming the side bezel is the same, the screen width is roughly 1/3rd of the way between the two 8 series. While it has the same number of points in width (content), it has 1.5x the number of pixels (resolution), and actual width of the screen is probably higher. The overall effect will be the same amount of content (number of icons or buttons in width), but slightly larger, and much sharper. With the added resolution/sharpness, you could decide to make text smaller and actually fit more information width-wise than the plus version's screen, if your eyes are sharp enough. This doesn't take into account Apple's "safe areas" software conventions, which confuse the comparison more. This is software though, so it will likely evolve over time as Apple figures out the optimum solution. Currently, the safe areas cut down on usable space more in the vertical direction when the phone is held in portrait and the horizontal direction when the phone is held in landscape. This largely protects the smaller dimension of the screen from being cut down too much by safe areas, but there is definitely appreciable loss when the phone is in landscape mode due to the swipe bar that substitutes the home button. It is now virtual and therefore stays oriented to the bottom of the screen, no matter the orientation, instead of being fixed to a location on the device.
    edited October 2017
  • Reply 24 of 71
    AI_liasAI_lias Posts: 306member
    So, people opt for 128GB iPhone 7 over 64GB iPhone 8, because of the $50 price difference. This is part Apple's fault for not starting both iPhone 8 and iPhone X at 128GB. You have to make an odd choice between 7 and 8. I think it's worth it for me to pay $50 extra for 64 iPhone 8, and have the extra battery life it comes with over the 7, rather than get the iPhone 7 128GB. I think Apple could have done a better job with these storage options they went for. iPhone 8 will pick up steadily, especially when people realize they won't be getting iPhone Xes anytime soon, or they're too expensive, and when they hear about the improved battery life of the 8 over the 7.
    teejay2012
  • Reply 25 of 71
    gatorguygatorguy Posts: 21,225member
    This should indicate that demand for the X is huge, not that sales are slow.  :|
    Yep. I'm waiting for the X. It's going to be interesting to see how fast they sell out on October 27. 
    My guess is within a minute or two.
  • Reply 26 of 71
    analogjackanalogjack Posts: 1,071member
    Isn't this obvious? People are either going to buy an 8 or an X they're not going to buy both.
  • Reply 27 of 71
    kevin keekevin kee Posts: 1,134member
    People I know are finding little reason to upgrade from their 6 or 7 to the iPhone 8, no matter how much better the camera, speed, and the new taptic feedback are.
    I personally don't find the iPhone X to be super expensive, and I think it's a stronger upgrade argument than the 8.
    Depends on the type of people you are asking, really. For most tech lovers, it's a no brainer to jump over 8 to X. But for most non tech savvy people, who care less about technology but just want a good working phone with cheaper price point, they bought 8 (and in some cases 8 plus). Unfortunately the later kind of people are also not the kind that line up or pre-order early for a phone. They would definitely try to avoid that if possible. 

    So the initial sales of 8 does indicate an anaemic interest as suggested in this article but by no means the sales are less than previous years. It is most likely a case of 'slow and steady' demand over the year as oppose to a big bang in the beginning.
    macplusplus
  • Reply 28 of 71
    analogjackanalogjack Posts: 1,071member
    tulkas said:
    I think the X is killing the 8. Not necessarily because of demand for the X. The X starts at $1319 in Canada, which will serve to depress demand. But the X is the flagship for this year so those that look to buy flagships won't be looking at the 8. They might avoid the X because of the price, but the fact that it exists might be enough to reduce demand for the 8 by turning it into the SE for this year at flagship pricing of last year (higher actually).

    I'm feel similarly, just sold my iPod Touch 6 gen and iPhone 4s, and flipped them both into a single 64gb SE in mint condition for a total cost of $50. Looking at getting a s/c X probably generation 2 in about 3 or 4 years.
    edited October 2017
  • Reply 29 of 71
    Just tried getting a couple of iPhone 8 Plus models through our Corporate Bell plan today.  Was told by our rep that they are supply constrained because they're having trouble keeping them in stock.  They're saying it'll take about 2 weeks to get them in.  This was for 256GB iPhone 8 Plus (any color).
    Rayz2016
  • Reply 30 of 71
    k2kwk2kw Posts: 1,821member
    A lot of people bought the 7 plus because of the dual sensors.  There's nothing that ground breaking new with the iPhone 8 or 8plus.  
  • Reply 31 of 71
    This should indicate that demand for the X is huge, not that sales are slow.  :|
    Not too long to go till we find out.
    I don't need to wait to find out. I have absolutely no doubt. 
  • Reply 32 of 71

    irnchriz said:
    I would like sales to fall flat, proving that Apple his hit a price point where a lot of existing customers just say, “nope, I think I won’t bother upgrading”.

    That said, I will pick up an X to try out the new features but I’m not sure about keeping it as it’s the same narrow display at the non plus models.
    Why would you "like sales to fall flat"?

    If this point hasn't been made abundantly clear over the long life of Apple, their products aren't made for the price sensitive. They are aspirational and appeal to people because of their style, sense of design and (hopefully) well-thought out user experience.
    williamlondon
  • Reply 33 of 71
    koopkoop Posts: 337member
    The phones are not 2017 "flagship" caliber. Yet they went up $50 on their base model. They have horrifically large bezels that I was complaining about last year. It's really uncomfortable on the Plus models. They've been rumored to go to OLED for years now, and yet couldn't get their supply chain ready in time, so we're back to LCD. There's just too many OLED phones on the market and most of them are incredible displays with super thin bezels. Their stupid obnoxious tween marketing for things like animojis and studio mode are not going to get people rushing in line for these things.

    Apple still has the best OS on the market, the best CPU under the hood, and a lot of nifty hardware advantages like Taptic, 3D Touch. They've made some ridiculous hardware decisions over the past two years that have been costly to their customers, and maybe this is the year it will bite them in the ass.
    gatorguywilliamlondon
  • Reply 34 of 71

    Just curious: if you've had, say, a 5 SE, or a 6, 7 (plus or not) level iPhone for a few years . . .

    What is the killer motivation to spend a thousand dollars on an 8 or an X?  It's just a phone after all, so what is the justification for trading up?

    Thoughts?


  • Reply 35 of 71
    avon b7avon b7 Posts: 4,290member

    irnchriz said:
    I would like sales to fall flat, proving that Apple his hit a price point where a lot of existing customers just say, “nope, I think I won’t bother upgrading”.

    That said, I will pick up an X to try out the new features but I’m not sure about keeping it as it’s the same narrow display at the non plus models.
    Why would you "like sales to fall flat"?

    If this point hasn't been made abundantly clear over the long life of Apple, their products aren't made for the price sensitive. They are aspirational and appeal to people because of their style, sense of design and (hopefully) well-thought out user experience.
    They have tried in the past (LC, Performas, eMac, Mini) and and eventually reduced the prices of some software jewels too (including the OS). Now we have prices of iPhones covering a large spread. It may still be too early to know for sure but the reason for the change in iPhone pricing policy would seem to indicate a nod to the price sensitive.
  • Reply 36 of 71
    dewmedewme Posts: 2,187member
    I'm still as happy with my iPhone 6 Plus 128 GB as I was the day I bought it. It's fast, takes great pictures, awesome battery life, beautiful display, great hand feel, and tons of free storage since iOS 11 was installed and I upgraded to unlimited data. The 8 and X are obviously much snazzier kit and techno bling worthy but I have no compelling reason or desire to upgrade. It does everything I ask of it and serves me well. It's just an incredible tool. The fact that I feel this way after 3+ years of ownership is awesome. Having some extra cash in my pocket to buy other cool gadgets is icing on the cake. When it eventually dies I'll buy whatever the best current model is, with maxed out specs.

    Hey, if it ain't broke ...
    electrosoft
  • Reply 37 of 71
    So what was the point of the 8 exactly? Seems people are either waiting for the X or buying something cheaper.
  • Reply 38 of 71
    Who wants an 8 when the X is nearly here?

    No one I know. 

    And that's all there is to see here. 

    Pent up demand for what the 10 brings isn't going to be satisfied by the 8. So people are waiting. 
  • Reply 39 of 71
    maestro64maestro64 Posts: 4,673member
    I think this guy just shot himself in the foot, Apple does not like other companies commenting I their sales. If the market punishes Apple because of his public statements this could backfire on him, he may not get supply of the 10 and his competitors will or Apple will just sell direct to his customers.
  • Reply 40 of 71
    metrixmetrix Posts: 253member
    Wait AAPL is up 60% from it's 1 year low and you're concerned about a 2% drop.
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