Apple sold 77.3 million iPhones in the first fiscal for this year and had a record $88.3 billion in net sales and over $20 billion in net income. The quarter is from 9/30 to 12/30. The iPhone X was released on 11/3. It's hard to believe that the iPhone X wasn't a large part of that record quarter.
So either the iPhone X is selling incredibly well or it's not and the iPhone 8 and 8+, which were released on 9/22 sold far better than previous models.
It DID sell incredibly well...for one quarter, until everyone willing to spend >$1000 for a phone bought one, now people are done and sales are down.
Or the record high price of the X accounts for those numbers and the ridiculous net profit on each iPhone X helped the net income.
Just imagine if the X were $100 less or $200 less (and Apple still making a healthy profit)...can you say stock crash? What is Apple going to do? Their customers have spoken and they don't want to spend over a $1000 for a phone. Now, how is Apple going to keep their sales and profits growing when people didn't take the bait on an overpriced X or 11? This year should be interesting for Apple. I hope they have other products in the pipeline because I think the iPhone has crested.
Then why is AAPL up $1.00 +? Hmmmm? Always interesting to read the posting history of guys like you. All nine are trashing Apple.
Come on. Analysts and tracking firm Canalys post Q1 reported better than estimate iPhone X sales for the quarter at 29M units. TC even referenced the latter when discussing X performance. And you an article suggesting that estimates were in the 40-50 M range? On what planet?
I’m surprised r. Campbell didn’t get the memo the other AI writers seem to have gotten, which is that Nikkei pushes this narrative *every year* at this time, and every year they are wrong.
The iPhone X is the top-selling model of smartphone in the world. FACT.
In a world of alternative facts, facts themselves can be problematic.
All we can do is apply some logic and common sense.
Until this time next year Apple will not have peaked again. That's logical as Apple's historical model - up to this last release - was to release just two new phones a year and at the same time, hence high sales of relatively new models. The fact that Apple's iPhone 'x' is the top seller doesn't paint much of the picture as another vendor overtook Apple globally for at least half of last year but didn't register any top models because it offers a larger spread of models.
Something that Apple is now trying too and probably not because it wanted to but due to market conditions.
Some people are claiming Apple did better than expected because overall industry sales showed the largest slowdown in smartphone history. I think that needs some fleshing out. That reported slowdown was for the last quarter of 2017. Annually, industry sales were actually slightly up.
Apple's were basically flat but ASP was up. I suppose one way of looking at that is that Apple users are simply paying more than ever for the same amount of phones. Not sure if that situation is ideal for iPhone users.
However, with the new, far more varied model spread, at least iPhone users have far more options before them than ever before. Those that paid more iPhones probably convinced themselves that the price was worth it. We'll see how many more feel the same way as the year progresses.
However, we know that the market probably can't sustain record iPhone X sales all year round and that sustained growth was in the middle tiers. That's common sense and seeing that Apple's peak period has just passed, this latest report is stating part of the obvious. Whether things are really as dramatic as the estimates claim is something else.
Apple's biggest problem is also the industry's biggest problem: largely flat sales.
The industry has wiggle room in general as the developing world will be looked to for growth. The iPhone X won't have much say in that but there are rumours of a spring SE style phone. That's good for a few reasons.
It helps break Apple out of the yearly Christmas-focussed release cycle and the subsequent lull where competitors can release an avalanche of new models/features throughout the year, and adds a new stimulus for budget (and possibly size) conscious iPhone users. It also helps Apple even out the manufacturing strain by releasing phones 'out of season'.
Something from Strategy Analytics:
"Neil Mawston, Executive Director at Strategy Analytics, added, “Apple shipped 77.3 million smartphones worldwide in Q4 2017, slipping 1 percent annually from 78.3 million in Q4 2016. Despite robust iPhone X demand and an iPhone average selling price approaching an incredible US$800, we note global iPhone volumes have actually declined on an annual basis for 5 of the past 8 quarters. If Apple wants to expand shipment volumes in the future, it will need to launch a new wave of cheaper iPhones and start to push down, not up, the pricing curve. Samsung dipped 4 percent annually and shipped 74.4 million smartphones for 19 percent marketshare worldwide in Q4 2017, up slightly from 18 percent share a year ago. Samsung is under pressure from Chinese rivals in some major markets, like China and India, but it remains by far the largest smartphone brand on a global basis, shipping an unmatched 317.5 million units in full-year 2017.”
You seem, yet again, to not understand that unit sales in itself is not the singular metric of success. I get that your favorite, Huawei, is climbing in unit sales, likely benefitting from Chinese consumers shunning South Korean products like Samsung, but since Huawei's product mix is mostly low to mid priced, Huawei's ASP is substantially less than Apple's. That isn't even disputable.
More to the point, Apple has already given guidance for this current quarter, and people that are smarter than you or I have already extrapolated the units and ASP. The bottom line is that the iPhone X, will still likely sell more units that any other iPhone model again this quarter, maintaining a historically high ASP. I doubt that the SE is the big unit seller that you want it to be, that either way, It is always prudent to look at Apple's guidance.
I'm not going to repost all of the info I provided to you the last go round.
Is this all true or not, only Apple knows for sure, but if it is, maybe Apple see's there is a limit people will pay for something, in this case a Smart Phone, and maybe a grand plus is a little to much?!?!
Myself, I'm glad I waited to upgrade. I'll wait for the second generation of this phone where they've worked out the issues they've seen since going into the masses hands. As TouchID got better, so will FaceID.
Come on. Analysts and tracking firm Canalys post Q1 reported better than estimate iPhone X sales for the quarter at 29M units. TC even referenced the latter when discussing X performance. And you an article suggesting that estimates were in the 40-50 M range? On what planet?
The 40M+ number was batted about a while ago. Ming-chi Kuo initially predicted 45-50 million units sold and then revised it down to 40 million in September.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
[eye roll] I just FaceID'd onto my phone with my gloves on, while riding my bike, so bite me.
I’m surprised r. Campbell didn’t get the memo the other AI writers seem to have gotten, which is that Nikkei pushes this narrative *every year* at this time, and every year they are wrong.
The iPhone X is the top-selling model of smartphone in the world. FACT.
In a world of alternative facts, facts themselves can be problematic.
All we can do is apply some logic and common sense.
Until this time next year Apple will not have peaked again. That's logical as Apple's historical model - up to this last release - was to release just two new phones a year and at the same time, hence high sales of relatively new models. The fact that Apple's iPhone 'x' is the top seller doesn't paint much of the picture as another vendor overtook Apple globally for at least half of last year but didn't register any top models because it offers a larger spread of models.
Something that Apple is now trying too and probably not because it wanted to but due to market conditions.
Some people are claiming Apple did better than expected because overall industry sales showed the largest slowdown in smartphone history. I think that needs some fleshing out. That reported slowdown was for the last quarter of 2017. Annually, industry sales were actually slightly up.
Apple's were basically flat but ASP was up. I suppose one way of looking at that is that Apple users are simply paying more than ever for the same amount of phones. Not sure if that situation is ideal for iPhone users.
However, with the new, far more varied model spread, at least iPhone users have far more options before them than ever before. Those that paid more iPhones probably convinced themselves that the price was worth it. We'll see how many more feel the same way as the year progresses.
However, we know that the market probably can't sustain record iPhone X sales all year round and that sustained growth was in the middle tiers. That's common sense and seeing that Apple's peak period has just passed, this latest report is stating part of the obvious. Whether things are really as dramatic as the estimates claim is something else.
Apple's biggest problem is also the industry's biggest problem: largely flat sales.
The industry has wiggle room in general as the developing world will be looked to for growth. The iPhone X won't have much say in that but there are rumours of a spring SE style phone. That's good for a few reasons.
It helps break Apple out of the yearly Christmas-focussed release cycle and the subsequent lull where competitors can release an avalanche of new models/features throughout the year, and adds a new stimulus for budget (and possibly size) conscious iPhone users. It also helps Apple even out the manufacturing strain by releasing phones 'out of season'.
Something from Strategy Analytics:
"Neil Mawston, Executive Director at Strategy Analytics, added, “Apple shipped 77.3 million smartphones worldwide in Q4 2017, slipping 1 percent annually from 78.3 million in Q4 2016. Despite robust iPhone X demand and an iPhone average selling price approaching an incredible US$800, we note global iPhone volumes have actually declined on an annual basis for 5 of the past 8 quarters. If Apple wants to expand shipment volumes in the future, it will need to launch a new wave of cheaper iPhones and start to push down, not up, the pricing curve. Samsung dipped 4 percent annually and shipped 74.4 million smartphones for 19 percent marketshare worldwide in Q4 2017, up slightly from 18 percent share a year ago. Samsung is under pressure from Chinese rivals in some major markets, like China and India, but it remains by far the largest smartphone brand on a global basis, shipping an unmatched 317.5 million units in full-year 2017.”
You seem, yet again, to not understand that unit sales in itself is not the singular metric of success. I get that your favorite, Huawei, is climbing in unit sales, likely benefitting from Chinese consumers shunning South Korean products like Samsung, but since Huawei's product mix is mostly low to mid priced, Huawei's ASP is substantially less than Apple's. That isn't even disputable.
More to the point, Apple has already given guidance for this current quarter, and people that are smarter than you or I have already extrapolated the units and ASP. The bottom line is that the iPhone X, will still likely sell more units that any other iPhone model again this quarter, maintaining a historically high ASP. I doubt that the SE is the big unit seller that you want it to be, that either way, It is always prudent to look at Apple's guidance.
I'm not going to repost all of the info I provided to you the last go round.
Singular? I don't know who said or suggested that. I didn't.
Apple wants unit sales, though. That's my opinion.
So much so that it desperately doesn't want to be reporting a year on year fall, this time next year. Can you imagine the fallout (share price turbulence) after peak iPhone? Warranted or not, do you think it wouldn't happen. Your ASP would do nothing to stem the corrective movement. That would be the headline grabber, not ASP.
Apple has to spin what it has so if sales fall you can bet it will be contextualised into something 'wholly expected'. The point is they don't want to be reporting that next year. Not by any stretch of the imagination.
If you think that pushing ASP will resolve things, fine.
They could be moving to a three phone FaceID wielding lineup come September.
My guess is that long before that, its biggest competitors will have entire product families with equivalents on the market.
I hope the rumoured SE spring/summer update or replacement has FaceID, if Apple has in fact chosen that path. If not, it's going to seem a little odd that a new phone could ship without the tent pole feature going forward.
I believe Apple wants to push unit sales for many reasons. One of them is obviously services revenue. I don't see it as anything singular in terms of success, though. Just a massive piece of the plan :-).
No new Macs in months. Fire these jokers and bring in Guy Kawasaki to restore the real Apple spirit.
I'm going to assume you're being sarcastic, but just in case you're not, in the first quarter Apple sold 77.3 million iPhones, 13.1 million iPads and just 5.1 million Macs. While Apple doesn't break out revenue per hardware line, Services revenue at $8.47 billion is now probably larger than Mac revenue. Where do you think they're going to put most of their efforts? While I'll never give up working on a device with a large screen and physical keyboard, for what most people do on their devices, they no longer need a Mac.
And most Macs have been on a yearly cycle for some time now. That reflects the maturity of the technology.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
try looking at the screen. if you don’t, it won’t work unless you disable that feature.
Apple sold 77.3 million iPhones in the first fiscal for this year and had a record $88.3 billion in net sales and over $20 billion in net income. The quarter is from 9/30 to 12/30. The iPhone X was released on 11/3. It's hard to believe that the iPhone X wasn't a large part of that record quarter.
So either the iPhone X is selling incredibly well or it's not and the iPhone 8 and 8+, which were released on 9/22 sold far better than previous models.
I saw my 2nd ever "X" in public on Sunday and it was only because I had to set up iCloud on it for them (wife's uncle). I've seen literally hundreds of 8/8+ iPhones in public in the same space of time however Apple says they sold more X's than anything else so they must have went somewhere. Not to Scotland anyway.
Incidentally, my wife's uncle didn't even ask the price before he bought the X. He saw the 8 was around £800 so assumed the X was maybe £100 higher, got his email receipt once home... over £1200! He's not a tech geek, doesn't even use the phone for anything other than calling/texting/betting so it's a waste but it's his money to throw away lol.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
Indeed... I'm typing my passcode more times per week than I did in the years with TouchID... my g-friend would love to upgrade to the X, but she sees the passcode hassle I've had and has decided on either an 8 or 8plus (still money for Apple )...
I guess FaceID is optimized for white guys in warmer climates (without their caps and scarfs, jackets, face protection), who don't run around a lot and can stay still to point their phone at their face... oh and then after that still have to take my gloves off to swipe the phone up...
nope it works with non whites, hats, and scarves. but eyes nose mouth must be visible.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
Indeed... I'm typing my passcode more times per week than I did in the years with TouchID... my g-friend would love to upgrade to the X, but she sees the passcode hassle I've had and has decided on either an 8 or 8plus (still money for Apple )...
I guess FaceID is optimized for white guys in warmer climates (without their caps and scarfs, jackets, face protection), who don't run around a lot and can stay still to point their phone at their face... oh and then after that still have to take my gloves off to swipe the phone up...
Well I can only give you my experience (I’m cacausian) but experience the same issues. I never realized there could be a difference per race? I know it’s not simply a camera system but more advanced depth scanning that works with no light at all, so I’m surprised skin color or facial features with certain races affect the ability to recognize you? I’m sure Apple would want to avoid such a difference to avoid a scandal? I live both in Southern California and Notthern Europe and I do get pissed off when Face ID again fails to recognize me with a scarf and hat when in Europe. Not even to mention when it gets locked in the car and need to stick it in my face, versus just resting my finger on the home button while remaining focused on the road. Or the lack of recognition in landscape mode. So incredibly dumb Apple just ignored all these usability regressions just so they can hide the home button. Or the awkward close-app gesture (because yes, closing apps sometimes is the better solution).
To me the next iPhone X really needs Touch ID embedded in the screen. I’m fine having no home button. I’m not fine having only a mediocre way to authenticate me while knowing there’s a better way.
nope, race is not an issue.
hats and scarves are not an issue.
and it’s not designed to be used while driving. that’s illegal in many places anyway.
I’m surprised r. Campbell didn’t get the memo the other AI writers seem to have gotten, which is that Nikkei pushes this narrative *every year* at this time, and every year they are wrong.
The iPhone X is the top-selling model of smartphone in the world. FACT.
In a world of alternative facts, facts themselves can be problematic.
All we can do is apply some logic and common sense.
Until this time next year Apple will not have peaked again. That's logical as Apple's historical model - up to this last release - was to release just two new phones a year and at the same time, hence high sales of relatively new models. The fact that Apple's iPhone 'x' is the top seller doesn't paint much of the picture as another vendor overtook Apple globally for at least half of last year but didn't register any top models because it offers a larger spread of models.
Something that Apple is now trying too and probably not because it wanted to but due to market conditions.
Some people are claiming Apple did better than expected because overall industry sales showed the largest slowdown in smartphone history. I think that needs some fleshing out. That reported slowdown was for the last quarter of 2017. Annually, industry sales were actually slightly up.
Apple's were basically flat but ASP was up. I suppose one way of looking at that is that Apple users are simply paying more than ever for the same amount of phones. Not sure if that situation is ideal for iPhone users.
However, with the new, far more varied model spread, at least iPhone users have far more options before them than ever before. Those that paid more iPhones probably convinced themselves that the price was worth it. We'll see how many more feel the same way as the year progresses.
However, we know that the market probably can't sustain record iPhone X sales all year round and that sustained growth was in the middle tiers. That's common sense and seeing that Apple's peak period has just passed, this latest report is stating part of the obvious. Whether things are really as dramatic as the estimates claim is something else.
Apple's biggest problem is also the industry's biggest problem: largely flat sales.
The industry has wiggle room in general as the developing world will be looked to for growth. The iPhone X won't have much say in that but there are rumours of a spring SE style phone. That's good for a few reasons.
It helps break Apple out of the yearly Christmas-focussed release cycle and the subsequent lull where competitors can release an avalanche of new models/features throughout the year, and adds a new stimulus for budget (and possibly size) conscious iPhone users. It also helps Apple even out the manufacturing strain by releasing phones 'out of season'.
Something from Strategy Analytics:
"Neil Mawston, Executive Director at Strategy Analytics, added, “Apple shipped 77.3 million smartphones worldwide in Q4 2017, slipping 1 percent annually from 78.3 million in Q4 2016. Despite robust iPhone X demand and an iPhone average selling price approaching an incredible US$800, we note global iPhone volumes have actually declined on an annual basis for 5 of the past 8 quarters. If Apple wants to expand shipment volumes in the future, it will need to launch a new wave of cheaper iPhones and start to push down, not up, the pricing curve. Samsung dipped 4 percent annually and shipped 74.4 million smartphones for 19 percent marketshare worldwide in Q4 2017, up slightly from 18 percent share a year ago. Samsung is under pressure from Chinese rivals in some major markets, like China and India, but it remains by far the largest smartphone brand on a global basis, shipping an unmatched 317.5 million units in full-year 2017.”
You seem, yet again, to not understand that unit sales in itself is not the singular metric of success. I get that your favorite, Huawei, is climbing in unit sales, likely benefitting from Chinese consumers shunning South Korean products like Samsung, but since Huawei's product mix is mostly low to mid priced, Huawei's ASP is substantially less than Apple's. That isn't even disputable.
More to the point, Apple has already given guidance for this current quarter, and people that are smarter than you or I have already extrapolated the units and ASP. The bottom line is that the iPhone X, will still likely sell more units that any other iPhone model again this quarter, maintaining a historically high ASP. I doubt that the SE is the big unit seller that you want it to be, that either way, It is always prudent to look at Apple's guidance.
I'm not going to repost all of the info I provided to you the last go round.
Singular? I don't know who said or suggested that. I didn't.
Apple wants unit sales, though. That's my opinion.
So much so that it desperately doesn't want to be reporting a year on year fall, this time next year. Can you imagine the fallout (share price turbulence) after peak iPhone? Warranted or not, do you think it wouldn't happen. Your ASP would do nothing to stem the corrective movement. That would be the headline grabber, not ASP.
Apple has to spin what it has so if sales fall you can bet it will be contextualised into something 'wholly expected'. The point is they don't want to be reporting that next year. Not by any stretch of the imagination.
If you think that pushing ASP will resolve things, fine.
They could be moving to a three phone FaceID wielding lineup come September.
My guess is that long before that, its biggest competitors will have entire product families with equivalents on the market.
I hope the rumoured SE spring/summer update or replacement has FaceID, if Apple has in fact chosen that path. If not, it's going to seem a little odd that a new phone could ship without the tent pole feature going forward.
I believe Apple wants to push unit sales for many reasons. One of them is obviously services revenue. I don't see it as anything singular in terms of success, though. Just a massive piece of the plan :-).
This tired old story. Yeah we remember this during the netbook craze and every other time people say “But but but market share!” As we’ve told you a hundred times — profit is the air corporations breathe, not market share or unit sales. Profit. If the profit goes up, they’re fine with it. See Mac. They’re not trying to earn less per unit and “make it up in volume”.
You're disappointed that a Face ID system doesn't work when it can't see your face?! Closing apps is a breeze once you learn the gesture. (Although, I will admit the need to push down on the apps after bringing up the deck does seem redundant.)
Mike, initially I thought the same thing as you, i.e. how tedious to hit all the little X's to close apps in iPhone X. But there's a second option: SWIPE UP. It's much more fun and quicker-- you may feel like a blackjack dealer in Vegas-- and it's a faster way to switch between apps. BTW the horizontal bar at bottom is a second way to activate the "card deck." Gotta admire the redundancy in this design.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
Sure you did, sure you did. With your posting history of constant negativity towards Apple... sure you did. Maybe on your Samsung but not an iPhone X.
As I explained before, I'm invested in Apple hardware and software because I like their products overall. Which makes me involved and voice my criticism whenever I want to. Most of my company hardware is Apple (mobile games developer), except a VR group that runs PC. I don't have a strong opinion about Samsung because I don't use their products nor care about them. If you can't handle someone's opinion, that says something about you, not me. This forum probably allows you to ignore certain users. Ignore/block me if you can't handle my opinions, which I always backup with arguments.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
Agreed and anytime I say as much, cue a litany of personal attacks by trolls. Touch ID is better, OLED is not that great, the (technically) bigger screen is actually narrower and feels smaller, interface changes to accommodate the edge-to-edge display are annoying, etc. It all feels like a very expensive small step back. Knowing what I know now and given the Apple charging pad hasn't been released yet, I would've skipped an upgrade cycle.
Since you have 81 posts, I should take you seriously even though most people with less than 100 posts are often trolling. Talking about the Face ID, no one exhaust tests a product feature more than Apple. My wife is the most critical user I've ever known. She would throw her iPhone X into the trash if the Face ID didn't work for her EVERY TIME. I replaced her iPhone 7 with iPhone X and wait for her to complain in 2-3 days so I can have that iPhone. She never did cuz it worked every time. The darn thing worked so well that no matters what I tried to fail it with reasonable change of my look (eyeglasses, sunglasses, sunscreen, scarfs, hats of different kinds, jackets with collars up, turtleneck shirts, mustaches/beards, hairstyles and random combinations of these. It never failed even once.
It's been noted that Apple's phone sales follow a fairly stable pattern year on year. First quarter - sales up due to new phones, people who are synced with the cycle reaching the end of their contract, and the holiday gift giving season. Second quarter, sales drop back substantially, but not critically, still a healthy turnover, but much lower than the previous quarter. We've been criticising analysts, like Nikkei, not seeming to recognise this pattern, and seemingly trying to talk down Apple stock.
I think, in this story, there's a key piece missing. If this follows the normal annual pattern, and so far there's no evidence that it hasn't, then Samsung, one of Apples major suppliers for the iPhone, should have expected this. If Samsung genuinely were caught by surprise by the normal iPhone sales cycle, then there's something odd going on.
As I see it, there are two main possibilities:
1: Samsung had reason to believe that demand from Apple in Q2 would be higher than normal, either due to the outstanding success of the iPhone X, or a hypothetical OLED based product that we haven't seen;
2: Someone is lying. Either Samsung is lying about the Apple order, or Nikkei is lying about Samsung.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
You know that happens every five or six days or so (forget the exact timeout). You have to re-auth every so often with both TouchID and FaceID. It happened to me this morning. This is 100% normal, expected, and good.
I just had two failed Face ID authentications to log on to this forum and had to type in my passcode. That’s become the new norm. I miss Touch ID. After the hype people realized that the X is not a great phone. It’s good, but it’s not great. Apple charged $250 extra to provide a solution for a problem that didn’t exist.
Agreed and anytime I say as much, cue a litany of personal attacks by trolls. Touch ID is better, OLED is not that great, the (technically) bigger screen is actually narrower and feels smaller, interface changes to accommodate the edge-to-edge display are annoying, etc. It all feels like a very expensive small step back. Knowing what I know now and given the Apple charging pad hasn't been released yet, I would've skipped an upgrade cycle.
Since you have 81 posts, I should take you seriously even though most people with less than 100 posts are often trolling. Talking about the Face ID, no one exhaust tests a product feature more than Apple. My wife is the most critical user I've ever known. She would throw her iPhone X into the trash if the Face ID didn't work for her EVERY TIME. I replaced her iPhone 7 with iPhone X and wait for her to complain in 2-3 days so I can have that iPhone. She never did cuz it worked every time. The darn thing worked so well that no matters what I tried to fail it with reasonable change of my look (eyeglasses, sunglasses, sunscreen, scarfs, hats of different kinds, jackets with collars up, turtleneck shirts, mustaches/beards, hairstyles and random combinations of these. It never failed even once.
I find that very hard to believe. Not saying you're lying, just reflecting on my personal experience - with me it's failing about 10% or so. So apparently the succes rate varies wildly, looking at other people both praising & complaining about FaceID on fora.
Comments
You seem, yet again, to not understand that unit sales in itself is not the singular metric of success. I get that your favorite, Huawei, is climbing in unit sales, likely benefitting from Chinese consumers shunning South Korean products like Samsung, but since Huawei's product mix is mostly low to mid priced, Huawei's ASP is substantially less than Apple's. That isn't even disputable.
More to the point, Apple has already given guidance for this current quarter, and people that are smarter than you or I have already extrapolated the units and ASP. The bottom line is that the iPhone X, will still likely sell more units that any other iPhone model again this quarter, maintaining a historically high ASP. I doubt that the SE is the big unit seller that you want it to be, that either way, It is always prudent to look at Apple's guidance.
I'm not going to repost all of the info I provided to you the last go round.
http://appleinsider.com/articles/17/09/15/apple-isnt-expected-to-catch-up-to-iphone-x-demand-before-first-half-of-2018
Jun Zhang predicted 30M - 35M in back in August
http://appleinsider.com/articles/17/08/21/minus-touch-id-apples-iphone-8-may-enter-mass-production-in-third-week-of-september
You might want to do a little fact checking as to what the expectations have been regarding the iPhone X.
https://forums.appleinsider.com/discussion/152839/rules-of-the-troll-wip
Apple wants unit sales, though. That's my opinion.
So much so that it desperately doesn't want to be reporting a year on year fall, this time next year. Can you imagine the fallout (share price turbulence) after peak iPhone? Warranted or not, do you think it wouldn't happen. Your ASP would do nothing to stem the corrective movement. That would be the headline grabber, not ASP.
Apple has to spin what it has so if sales fall you can bet it will be contextualised into something 'wholly expected'. The point is they don't want to be reporting that next year. Not by any stretch of the imagination.
If you think that pushing ASP will resolve things, fine.
They could be moving to a three phone FaceID wielding lineup come September.
My guess is that long before that, its biggest competitors will have entire product families with equivalents on the market.
I hope the rumoured SE spring/summer update or replacement has FaceID, if Apple has in fact chosen that path. If not, it's going to seem a little odd that a new phone could ship without the tent pole feature going forward.
I believe Apple wants to push unit sales for many reasons. One of them is obviously services revenue. I don't see it as anything singular in terms of success, though. Just a massive piece of the plan :-).
And most Macs have been on a yearly cycle for some time now. That reflects the maturity of the technology.
i’ve seen several X’s in new orleans.
nope it works with non whites, hats, and scarves. but eyes nose mouth must be visible.
hats and scarves are not an issue.
and it’s not designed to be used while driving. that’s illegal in many places anyway.
If you can't handle someone's opinion, that says something about you, not me. This forum probably allows you to ignore certain users. Ignore/block me if you can't handle my opinions, which I always backup with arguments.
Talking about the Face ID, no one exhaust tests a product feature more than Apple. My wife is the most critical user I've ever known. She would throw her iPhone X into the trash if the Face ID didn't work for her EVERY TIME. I replaced her iPhone 7 with iPhone X and wait for her to complain in 2-3 days so I can have that iPhone. She never did cuz it worked every time. The darn thing worked so well that no matters what I tried to fail it with reasonable change of my look (eyeglasses, sunglasses, sunscreen, scarfs, hats of different kinds, jackets with collars up, turtleneck shirts, mustaches/beards, hairstyles and random combinations of these. It never failed even once.
It's been noted that Apple's phone sales follow a fairly stable pattern year on year. First quarter - sales up due to new phones, people who are synced with the cycle reaching the end of their contract, and the holiday gift giving season. Second quarter, sales drop back substantially, but not critically, still a healthy turnover, but much lower than the previous quarter. We've been criticising analysts, like Nikkei, not seeming to recognise this pattern, and seemingly trying to talk down Apple stock.
I think, in this story, there's a key piece missing. If this follows the normal annual pattern, and so far there's no evidence that it hasn't, then Samsung, one of Apples major suppliers for the iPhone, should have expected this. If Samsung genuinely were caught by surprise by the normal iPhone sales cycle, then there's something odd going on.
As I see it, there are two main possibilities:
1: Samsung had reason to believe that demand from Apple in Q2 would be higher than normal, either due to the outstanding success of the iPhone X, or a hypothetical OLED based product that we haven't seen;
2: Someone is lying. Either Samsung is lying about the Apple order, or Nikkei is lying about Samsung.
So which of these is more plausible?