Sales of iPhones down year-on-year despite popularity of iPhone XR in US

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  • Reply 81 of 107
    macplusplusmacplusplus Posts: 2,098member
    dedgecko said:
    trumptman said:
    Here is my summary of the situation. I own an iPhone 7. My wife has an iPhone 8+. Every one of my friends who has purchased an Android phone in the last year has bought a One Plus 6T which is probably nearly the exact specs and features most of us would want at the price an iPhone should be after this number of years aka the tech should have moved down not up in price.

    And quite frankly when I see it, it is an astonishing looking phone that would move me off my iPhone 7.
    Follow your wife. She’s more intelligent than all of you combined  >:) iPhone 8+ is a great phone.
    Until you use an X. I switched my wife to the 8+ I had just bought for myself and sold her Jet Black 7. 
    No one denies the X. Especially in these summer days where it is almost impossible to read a LCD screen outdoors under bright sunlight.
  • Reply 82 of 107
    macplusplusmacplusplus Posts: 2,098member
    elijahg said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.
    I think they reported it longer than that. And yes it does matter because it means price wasn’t the main factor to Apple consumers. Maybe to you knockoffs, but not to people wanting the best. 

    Nice fantasy narrative about “But maybe it was just barely the best seller!” Funny, since you were just making a fuss on another thread about people making conclusions without evidence. And here you are. Not surprised. 
    Price has been the main factor preventing upgrades for pretty much everyone I know who currently has an older iPhone (me included). Over the past 5 or 6 years I have had quite a number of friends switch to Android because "iPhones are too expensive." Just because you don't think the price is a problem because you can afford it, doesn't mean everyone else can too. Indians for example can't afford iPhones which is why Apple's sales over there are pretty much zero. They're just too expensive.

    As happened with the mid 90's Mac, eventually, it will become less profitable for developers to write apps for iOS as the marketshare is so small. And at that point, much like the 90's Mac, the iOS ecosystem would collapse. And this is all down to Cook's crazy pricing. I really want a new iPhone - but I refuse to pay £1000 for the flagship when the flagship a few years ago was £650.
    So your friends switching to Android acquired a significant and memorable quantity during a period of 5 or 6 years?

    Very correct and consistent with the numbers given in the article. Your friends switching to Android are just part of a rounding error, at least since last year:



    iOS

    Android

    EU5

    -0,008

    0,006

    US

    -1,5

    2,5

    Japan

    -0,055

    0,060

    China

    0,03

    -0,05


    edited July 2019
  • Reply 83 of 107
    designrdesignr Posts: 740member
    designr said:
    designr said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.

    That ties in with some analysts reporting at the time that iPhone X sales had dropped off faster than any other new release before it.

    It was retired in the 2018 refresh and the first quarter of that cycle Apple issued a profit warning.

    While we will probably never know all of what happened, it is very reasonable to speculate that the iPhone pool of purchasers simply ran out of 'financial steam' and sales dropped as a result. 

    Tim Cook said it sold well.

    Your theories are irrelevant.
    Sadly "well" is not an objective measure we can use to compare to say, "good" or "okay" or "great".


    Someone didn't hear the quarterly financial statement...

    "Well" is MY term that I used. It sold "very good" if that makes any difference.

    Apple had raised their expectations beyond the sky hoping it would outsell iPhone 6 but it was short of that expectation but still sold "very good". Tim Cook compared it to your favorite team winning the SuperBowl but not by a lot of points. I believe it was the 2nd highest selling iPhone ever.

     :D 

    "well" "very good" "not by a lot of points"

    Nice.

    OK we get it. Tim Cook was lying as usual....
    I didn't say he was lying. I'm saying those phrases are vague, non-objective, non-measurable.
    elijahgmuthuk_vanalingamavon b7AppleExposedchemengin1
  • Reply 84 of 107
    NotsofastNotsofast Posts: 450member
    More fake news. Please stop reporting these numbers, up or down, as factual. They are not. This is reported as fact, but this article simply repeats wild, unsupported speculation by those with a vested interest. Apple and the other manufacturers don't report sales numbers so these are all made up numbers. Just like the recent other articles that came out the same day with one "reporting" that Apple sales were down one percent and the other reporting a robust 10 percent increase. LOL.
    AppleExposed
  • Reply 85 of 107
    I think Apple will work hard to stay ahead of the curve, or at least remain competitive, on this.  Smartphones are now a comodity like other mature products and they have to approach the business model with an eye towards that.  If you look how aggressive they have been with respect to the Mac lineup as of late, I believe they will apply that to their iPhone lineup (fingers crossed).
  • Reply 86 of 107
    cgWerkscgWerks Posts: 2,843member
    macplusplus said:
    Apple’s big expertise is in hardware production in scale. Services are just an extra bonus of that expertise. And I’m also sure that with their newly announced services like TV+ and Apple Arcade, Apple will deliver also in scale because their hardware are so successful.
    First, I think there is a difference between services like email, contact/calendar storage, or things like that, and then fairly independent services like music, movies, etc. It's more the latter I'm worried about in outcomes/impact on the rest, but you're correct that Apple has done a good job with some services like iTunes.

    But, I think I disagree that they are really all that good at it. Look how long it took them to get the basics of MobileMe (now iCloud) working reasonably stable. It was total %$#-show for quite some time. I just don't want them to get distracted by a bunch of me-too services that they are just kind of OK at. I guess they are add-on sales so long as the hardware/software remain strong, so long as they don't distract.

    designr said:
    dedgecko said:
    It’s about user base.  It has been since day one. 
    If that is true they should be more careful about gaining or losing market share. Platforms are about a broad and sustainable user base. Apple has a great start on that but risks blowing it at the alter of "premium" branding (i.e., high prices).
    They probably meant from the viewpoint of 'investors' (a.k.a. day-traders, a.k.a. gamblers) or WallStreet, or 'business growth experts' or that kind of silly stuff. It's completely stupid in terms of making the best stuff and actual success, but most people aren't about those things in the business world. It's often more about chasing the mythical unicorn of doubling growth each year or some such vanity metric.

    StrangeDays said:
    Says a guy who’s never had a phone with a notch. Complaining about it is about as stupid as complaining that a real-view mirror takes away from your windshield. 
    Um, OK.
    I assume you mean rear-view mirror, but no, they actually serve a good purpose and work pretty well. I'm sure FaceID works well and serves its purpose OK too, but I'd rather have TouchID. And, as for the notch, I'm not saying one can't get by with it or things like that, but I'd rather just have a small band at the top, etc. instead of the notch.

    seanj said:
    StrangeDays said:Yuuup. Apple doesn't worship at the Church of Market Share. they are all about profitability, and they've dominated that metric. What does Apple care if all the other knockoffs together sell more than one company selling just a few variations does?
    Except, when you're trying to get people to buy into subscription services, like all computer/media companies are trying to, then it does come down to market share. If those services are tied to your devices, and the devices are losing market share, then you have an problem with your subscription services having a smaller market available to them.
    Yeah, once you start making your money from things other than having the best stuff, you end up with all kinds of dependencies that can easily evaporate. Market share used to not matter with Apple, beyond having enough to attract software development. But, if more of their success is tied to services that are tied to the platform, then yeah, it becomes more about marketshare, or at least numbers.

    If Apple produced world-class services that brought people to the platform, or brought people from any platform (assuming the services are cross-platform), then I'd be more onboard. Generally, they just don't though. Maybe they'll pull it off, but we'll have to wait and see.

    elijahg said:
    I fear Cook is leading Apple down same the path as Jean-Louis Gassée. Mac sales were initially record breaking, but gradually tailed off as prices rose, until Apple nearly went bust in the mid-90's. But this time, there's no Jobs to save it.
    It isn't just Cook, though. It's really anyone who tries to apply 'business wisdom' to Apple w/o Steve's key to success... making the best stuff and then marketing it well so success follows. Most 'business wisdom' tends to put all the other stuff first, and then 'best products' end up if they get around to it.

    elijahg said:
    Err no they haven't. They were teetering on the edge of bankruptcy 25 years ago.
    I think they had like $1B in cash when they were 'on the edge of bankruptcy' but as the tale goes, apparently things weren't good and M$ saved them (with a minute investment).

    I suppose maybe we (on the outside) didn't realize how things really were internally, but I don't recall any of we Mac users being overly concerned about them back then. One of my good friends was buying stock and I sure wish I would have (I was recommending others do so).

    elijahg said:
    Just because you don't think the price is a problem because you can afford it, doesn't mean everyone else can too. Indians for example can't afford iPhones which is why Apple's sales over there are pretty much zero. They're just too expensive. 
    Yeah, I think they do have to be careful. There seems to be this idea among some of the Apple community that Apple is a premium brand, so it doesn't much matter what they cost... they are for the elite who can afford them. But, I don't think that's really what Jobs ever meant (and certainly not with his 'computer for the rest of us' stuff way back. He meant they build good stuff, not junk, and there is a certain cost to good stuff.

    Or, in way of analogy.... Apple has to be careful to be the BMW not Lamborghini or Ferrari. They just don't care to be the Pontiac Sunbird or whatever. Apple shouldn't be trying to 'race to the bottom' or even care about that. But, they don't want to price themselves into some elite luxury category. That, IMO, would be a huge mistake.

    mr.jonathan.gregory said:
    Apple doesnt make a god damn thing. Those processor? Samsung or taiwanese semiconductor company. That screen? Samsung or LG. That flash storage? Samsung or Toshiba. Guess what you can be an Apple fanboi but you're walking around with an Apple phone when the cpu screen and memoery are all made by Samsumg!
    That's just a silly statement. Then neither do most of the rest of the companies in the world. Have you not ever watched Milton Friedman's 'Lesson of the Pencil'?
    elijahgAppleExposed
  • Reply 87 of 107
    cgWerkscgWerks Posts: 2,843member
    ... Smartphones are now a comodity like other mature products ...
    I always hear people say this, but I'm not sure what follows from that. Aren't cars commodities? Computers (traditionally)? That doesn't matter to Apple Macs or BMW, etc. There is always plenty of room in any mature market for quality and/or specialized variants, and people will pay more for them.
    AppleExposed
  • Reply 88 of 107
    StrangeDaysStrangeDays Posts: 12,195member
    cgWerks said:

    StrangeDays said:
    Says a guy who’s never had a phone with a notch. Complaining about it is about as stupid as complaining that a real-view mirror takes away from your windshield. 
    Um, OK.
    I assume you mean rear-view mirror, but no, they actually serve a good purpose and work pretty well. I'm sure FaceID works well and serves its purpose OK too, but I'd rather have TouchID. And, as for the notch, I'm not saying one can't get by with it or things like that, but I'd rather just have a small band at the top, etc. instead of the notch.

    seanj said:
    StrangeDays said:Yuuup. Apple doesn't worship at the Church of Market Share. they are all about profitability, and they've dominated that metric. What does Apple care if all the other knockoffs together sell more than one company selling just a few variations does?
    Except, when you're trying to get people to buy into subscription services, like all computer/media companies are trying to, then it does come down to market share. If those services are tied to your devices, and the devices are losing market share, then you have an problem with your subscription services having a smaller market available to them.
    Yeah, once you start making your money from things other than having the best stuff, you end up with all kinds of dependencies that can easily evaporate. Market share used to not matter with Apple, beyond having enough to attract software development. But, if more of their success is tied to services that are tied to the platform, then yeah, it becomes more about marketshare, or at least numbers.

    If Apple produced world-class services that brought people to the platform, or brought people from any platform (assuming the services are cross-platform), then I'd be more onboard. Generally, they just don't though. Maybe they'll pull it off, but we'll have to wait and see.
    Um, yes, based on the context I used it in you can obviously tell auto-correct on my mobile changed rear- to real-. Obviousness aside, you've still managed to miss the point -- like a rear-view mirror, the notch actually serves a good purpose and works well, and like the mirror it takes away from maximum visibility on the windshield to do so. Such is a life where compromises exist. In this case a bigger screen in the same space is worth it. 

    Your theory on Apple is cracked. They still sell the best stuff, the stuff everybody else copies, and they sell services on top of that. Unlike the silly narratives some paint, Apple hasn't abandoned or pivoted hardware for services. The services sales are auxiliary, to their existing hardware customers. And that's completely fine. They still don't need to worship at the Church of Market Share as SeanJ claims.
    edited July 2019 macplusplusAppleExposed
  • Reply 89 of 107
    StrangeDaysStrangeDays Posts: 12,195member

    cgWerks said:
    ... Smartphones are now a comodity like other mature products ...
    I always hear people say this, but I'm not sure what follows from that. Aren't cars commodities? Computers (traditionally)? That doesn't matter to Apple Macs or BMW, etc. There is always plenty of room in any mature market for quality and/or specialized variants, and people will pay more for them.
    Which is why people pay more for high-end brands like Apple, despite PCs being a commodity now (and smartphones soon if not now). The category is mature, but the room for a higher-quality brand exists, just as you noted with autos. The demand for the high-quality brand will always be the case in the foreseeable future. This is why Apple doesn't cater to the Church of Market Share, and prefers the Church of Profitability. 
    macplusplus
  • Reply 90 of 107
    StrangeDaysStrangeDays Posts: 12,195member
    elijahg said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.
    I think they reported it longer than that. And yes it does matter because it means price wasn’t the main factor to Apple consumers. Maybe to you knockoffs, but not to people wanting the best. 

    Nice fantasy narrative about “But maybe it was just barely the best seller!” Funny, since you were just making a fuss on another thread about people making conclusions without evidence. And here you are. Not surprised. 
    Price has been the main factor preventing upgrades for pretty much everyone I know who currently has an older iPhone (me included). Over the past 5 or 6 years I have had quite a number of friends switch to Android because "iPhones are too expensive." Just because you don't think the price is a problem because you can afford it, doesn't mean everyone else can too. Indians for example can't afford iPhones which is why Apple's sales over there are pretty much zero. They're just too expensive.

    As happened with the mid 90's Mac, eventually, it will become less profitable for developers to write apps for iOS as the marketshare is so small. And at that point, much like the 90's Mac, the iOS ecosystem would collapse. And this is all down to Cook's crazy pricing. I really want a new iPhone - but I refuse to pay £1000 for the flagship when the flagship a few years ago was £650.
    You've just switched topics -- we weren't talking about why your friends switched platforms, we were talking about the fact (fact) that the more-expensive X outsold the less-expensive 8 for every quarter it existed. Apple demonstrated that price was not the leading concern when selecting an iPhone. Oops.

    The rest of your post is 100% absolute nonsense -- there is nothing in common between iOS/Apple today with '90s Mac/Apple, other than the name. This topic has been so well covered I don't feel the need to explain what should be obvious by now. It's not the same market or company or product position. You analogy is fatally flawed. 

    Sorry you can't afford the monthly payment on an interest-free loan for the flagship iPhone, but who said you're entitled to the top-tier offering? There are several other tier models across the price spectrum.

    BMWs are more expensive than Toyotas. Today's BMWs are more expensive than ones from decades prior. They do more and have more tech inside them. Such is life. Get what you can afford. 
    macplusplusAppleExposed
  • Reply 91 of 107
    StrangeDaysStrangeDays Posts: 12,195member
    designr said:
    designr said:
    designr said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.

    That ties in with some analysts reporting at the time that iPhone X sales had dropped off faster than any other new release before it.

    It was retired in the 2018 refresh and the first quarter of that cycle Apple issued a profit warning.

    While we will probably never know all of what happened, it is very reasonable to speculate that the iPhone pool of purchasers simply ran out of 'financial steam' and sales dropped as a result. 

    Tim Cook said it sold well.

    Your theories are irrelevant.
    Sadly "well" is not an objective measure we can use to compare to say, "good" or "okay" or "great".


    Someone didn't hear the quarterly financial statement...

    "Well" is MY term that I used. It sold "very good" if that makes any difference.

    Apple had raised their expectations beyond the sky hoping it would outsell iPhone 6 but it was short of that expectation but still sold "very good". Tim Cook compared it to your favorite team winning the SuperBowl but not by a lot of points. I believe it was the 2nd highest selling iPhone ever.

     :D 

    "well" "very good" "not by a lot of points"

    Nice.

    OK we get it. Tim Cook was lying as usual....
    I didn't say he was lying. I'm saying those phrases are vague, non-objective, non-measurable.
    As is claiming his statements of very good isn't very good. You've contributed zero contradictory or useful data for analysis, therefore Cook's report is more useful and a better indicator.
    macplusplusAppleExposed
  • Reply 92 of 107
    designrdesignr Posts: 740member
    designr said:
    designr said:
    designr said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.

    That ties in with some analysts reporting at the time that iPhone X sales had dropped off faster than any other new release before it.

    It was retired in the 2018 refresh and the first quarter of that cycle Apple issued a profit warning.

    While we will probably never know all of what happened, it is very reasonable to speculate that the iPhone pool of purchasers simply ran out of 'financial steam' and sales dropped as a result. 

    Tim Cook said it sold well.

    Your theories are irrelevant.
    Sadly "well" is not an objective measure we can use to compare to say, "good" or "okay" or "great".


    Someone didn't hear the quarterly financial statement...

    "Well" is MY term that I used. It sold "very good" if that makes any difference.

    Apple had raised their expectations beyond the sky hoping it would outsell iPhone 6 but it was short of that expectation but still sold "very good". Tim Cook compared it to your favorite team winning the SuperBowl but not by a lot of points. I believe it was the 2nd highest selling iPhone ever.

     :D 

    "well" "very good" "not by a lot of points"

    Nice.

    OK we get it. Tim Cook was lying as usual....
    I didn't say he was lying. I'm saying those phrases are vague, non-objective, non-measurable.
    As is claiming his statements of very good isn't very good. You've contributed zero contradictory or useful data for analysis, therefore Cook's report is more useful and a better indicator.
    I see that you accept Mr. Cook's statement as something that can be meaningfully used to understand the state of iPhone sales. Fine. I don't. But then I can tell the difference from vague, subjective, unmeasurable statements and those that aren't.

    P.S. I never said that "his statements of very good isn't very good". That's you claiming I did. I merely said we have no objective idea what "very good" actually means.
    edited July 2019 muthuk_vanalingamchemengin1
  • Reply 93 of 107
    designrdesignr Posts: 740member
    elijahg said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.
    I think they reported it longer than that. And yes it does matter because it means price wasn’t the main factor to Apple consumers. Maybe to you knockoffs, but not to people wanting the best. 

    Nice fantasy narrative about “But maybe it was just barely the best seller!” Funny, since you were just making a fuss on another thread about people making conclusions without evidence. And here you are. Not surprised. 
    As happened with the mid 90's Mac, eventually, it will become less profitable for developers to write apps for iOS as the marketshare is so small. And at that point, much like the 90's Mac, the iOS ecosystem would collapse.
    This is exactly the risk and it might be unfolding in a manner similar to what happened in the 90's with John Sculley. What's worse is that with the Mac there was at least a compelling "killer app" in the form of creative apps of various forms that kept a lot of people around. Not sure iPhone has any such "killer app" that will garner great stickiness. Fact is, if I switch to Android tomorrow, I probably don't really lose very much. The friction against switching seems pretty small.

    As someone once said history doesn't always repeat, but it often rhymes.

    Time will tell of course. Apple is in a much better position than they were in the Sculley era. But the winners can disappear faster than one might imagine (*cough* Motorola, Nokia, Blackberry *cough*).
    edited July 2019 cgWerkselijahg
  • Reply 94 of 107
    designrdesignr Posts: 740member
    elijahg said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.
    I think they reported it longer than that. And yes it does matter because it means price wasn’t the main factor to Apple consumers. Maybe to you knockoffs, but not to people wanting the best. 

    Nice fantasy narrative about “But maybe it was just barely the best seller!” Funny, since you were just making a fuss on another thread about people making conclusions without evidence. And here you are. Not surprised. 
    As happened with the mid 90's Mac, eventually, it will become less profitable for developers to write apps for iOS as the marketshare is so small. And at that point, much like the 90's Mac, the iOS ecosystem would collapse.
    Duplicate post. WTF?!
    edited July 2019
  • Reply 95 of 107
    cgWerkscgWerks Posts: 2,843member
    StrangeDays said:
    Um, yes, based on the context I used it in you can obviously tell auto-correct on my mobile changed rear- to real-. Obviousness aside, you've still managed to miss the point -- like a rear-view mirror, the notch actually serves a good purpose and works well, and like the mirror it takes away from maximum visibility on the windshield to do so. Such is a life where compromises exist. In this case a bigger screen in the same space is worth it. 
    That's where we disagree. It works, it serves a purpose... it's just that there are better solutions/designs. I'm not sure there are on cars.

    StrangeDays said:
    Your theory on Apple is cracked. They still sell the best stuff, the stuff everybody else copies, and they sell services on top of that. Unlike the silly narratives some paint, Apple hasn't abandoned or pivoted hardware for services. The services sales are auxiliary, to their existing hardware customers. And that's completely fine. They still don't need to worship at the Church of Market Share as SeanJ claims.
    Some of the best stuff, yes. Some of us have just been worried that it has been slipping and their priorities have changed. I think that was true to some extent, but there seems to be a swing back again on some fronts. Probably a mixture of both.

    The fashion aspects and services are most worrisome to me, though, as they most easily become distractions, or actual potential to conflict with Apple's traditional values.

    StrangeDays said:
    ... we were talking about the fact (fact) that the more-expensive X outsold the less-expensive 8 for every quarter it existed. Apple demonstrated that price was not the leading concern when selecting an iPhone. Oops.
    I'm not sure that necessarily follows. What does one outselling another have to do with price not being a factor? It just means that more people bought one model, that yes, cost more than the other. But, it might also have had to do with feature-set. And, it doesn't mean that a different lineup at different price-points wouldn't have sold even much better.

    designr said:
    As someone once said history doesn't always repeat, but it often rhymes.

    Time will tell of course. Apple is in a much better position than they were in the Sculley era. But the winners can disappear faster than one might imagine (*cough* Motorola, Nokia, Blackberry *cough*).
    Yeah, the circumstances were much different. Bottom line for me, is that it depends on whether Apple is now operating more like the rest of the tech industry, or with 'business wisdom' often too driven by Wall Street, or if they are operating more on Jobs principals. It sure seems more like the former at times.
    elijahg
  • Reply 96 of 107
    designrdesignr Posts: 740member
    cgWerks said:
    StrangeDays said:
    Um, yes, based on the context I used it in you can obviously tell auto-correct on my mobile changed rear- to real-. Obviousness aside, you've still managed to miss the point -- like a rear-view mirror, the notch actually serves a good purpose and works well, and like the mirror it takes away from maximum visibility on the windshield to do so. Such is a life where compromises exist. In this case a bigger screen in the same space is worth it. 
    That's where we disagree. It works, it serves a purpose... it's just that there are better solutions/designs. I'm not sure there are on cars.

    StrangeDays said:
    Your theory on Apple is cracked. They still sell the best stuff, the stuff everybody else copies, and they sell services on top of that. Unlike the silly narratives some paint, Apple hasn't abandoned or pivoted hardware for services. The services sales are auxiliary, to their existing hardware customers. And that's completely fine. They still don't need to worship at the Church of Market Share as SeanJ claims.
    Some of the best stuff, yes. Some of us have just been worried that it has been slipping and their priorities have changed. I think that was true to some extent, but there seems to be a swing back again on some fronts. Probably a mixture of both.

    The fashion aspects and services are most worrisome to me, though, as they most easily become distractions, or actual potential to conflict with Apple's traditional values.

    StrangeDays said:
    ... we were talking about the fact (fact) that the more-expensive X outsold the less-expensive 8 for every quarter it existed. Apple demonstrated that price was not the leading concern when selecting an iPhone. Oops.
    I'm not sure that necessarily follows. What does one outselling another have to do with price not being a factor? It just means that more people bought one model, that yes, cost more than the other. But, it might also have had to do with feature-set. And, it doesn't mean that a different lineup at different price-points wouldn't have sold even much better.

    designr said:
    As someone once said history doesn't always repeat, but it often rhymes.

    Time will tell of course. Apple is in a much better position than they were in the Sculley era. But the winners can disappear faster than one might imagine (*cough* Motorola, Nokia, Blackberry *cough*).
    Yeah, the circumstances were much different. Bottom line for me, is that it depends on whether Apple is now operating more like the rest of the tech industry, or with 'business wisdom' often too driven by Wall Street, or if they are operating more on Jobs principals. It sure seems more like the former at times.
    This is my concern. I sometimes feel Tom Cook pays lip service to the Jobs way but he's ultimately an operations guy not a product guy. Granted he deserved tremendous credit for the operational efficiency and success of Apple. No debating that. But you need both. It's not clear to me that Apple currently has the product person/people that measures up to Jobs. At some point your operational excellence doesn't have stuff useful and valuable enough to run through that operational engine.
    cgWerkselijahg
  • Reply 97 of 107
    AppleExposedAppleExposed Posts: 1,805unconfirmed, member
    avon b7 said:
    elijahg said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.
    I think they reported it longer than that. And yes it does matter because it means price wasn’t the main factor to Apple consumers. Maybe to you knockoffs, but not to people wanting the best. 

    Nice fantasy narrative about “But maybe it was just barely the best seller!” Funny, since you were just making a fuss on another thread about people making conclusions without evidence. And here you are. Not surprised. 
    Price has been the main factor preventing upgrades for pretty much everyone I know who currently has an older iPhone (me included). Over the past 5 or 6 years I have had quite a number of friends switch to Android because "iPhones are too expensive." Just because you don't think the price is a problem because you can afford it, doesn't mean everyone else can too. Indians for example can't afford iPhones which is why Apple's sales over there are pretty much zero. They're just too expensive.

    As happened with the mid 90's Mac, eventually, it will become less profitable for developers to write apps for iOS as the marketshare is so small. And at that point, much like the 90's Mac, the iOS ecosystem would collapse. And this is all down to Cook's crazy pricing. I really want a new iPhone - but I refuse to pay £1000 for the flagship when the flagship a few years ago was £650.
    I think you are spot on with regards to pricing.

    $1,000 is a huge amount of money for the vast majority of users. To that, people counter with 'the Xr doesn't cost $1,000', which is wilful denial in my book.

    If the Xr were so 'affordable' the offer sitting on Apple's front page right now wouldn't be there. This is the first thing you see on visiting Apple.com:

    "iPhone XR from $19.99/mo. or $479"

    Price is very much an issue and that (now seemingly permanent offer) is just Apple's way of acknowledging it (the offer only appeared when sales tanked) and partially reacting (although I imagine many will be reluctant to trade-in their existing phones, preferring instead to pass them on to family and friends).

    There is also the question of value and how it is perceived and many people perceive all iPhones as lacking value for the asking price and I think sales up to now have reflected that. People argue that Apple's most expensive phone was its 'most popular' which, IMO, doesn't stand up to scrutiny either and Q1-19 sales were testament to that.

     In summary, I think price is a major issue whichever way you choose to look at it. Something that is exacerbated by value (features) and the fact that the cheaper options look very dated by today's standards (huge chins and foreheads).




    *FACEPALM*

    But the XR IS actually cheaper. That's not an argument or theory or assumption, that's a FACT.
    Just like iPhone X outselling the cheaper iPhone 8 is a FACT.

    When will idiot analysts realize Apple isn’t chasing volume.Or  else apple could easily cut prices like Samsung & Huawei. Profitability & revenue matters more.
    Apple doesnt make a god damn thing. Those processor? Samsung or taiwanese semiconductor company. That screen? Samsung or LG. That flash storage? Samsung or Toshiba. Guess what you can be an Apple fanboi but you're walking around with an Apple phone when the cpu screen and memoery are all made by Samsumg!


    This is how you can spot the outsiders. They're so brain-dead. Back to Youtube comments you go!! Idiot!



    designr said:
    designr said:
    designr said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.

    That ties in with some analysts reporting at the time that iPhone X sales had dropped off faster than any other new release before it.

    It was retired in the 2018 refresh and the first quarter of that cycle Apple issued a profit warning.

    While we will probably never know all of what happened, it is very reasonable to speculate that the iPhone pool of purchasers simply ran out of 'financial steam' and sales dropped as a result. 

    Tim Cook said it sold well.

    Your theories are irrelevant.
    Sadly "well" is not an objective measure we can use to compare to say, "good" or "okay" or "great".


    Someone didn't hear the quarterly financial statement...

    "Well" is MY term that I used. It sold "very good" if that makes any difference.

    Apple had raised their expectations beyond the sky hoping it would outsell iPhone 6 but it was short of that expectation but still sold "very good". Tim Cook compared it to your favorite team winning the SuperBowl but not by a lot of points. I believe it was the 2nd highest selling iPhone ever.

     :D 

    "well" "very good" "not by a lot of points"

    Nice.

    OK we get it. Tim Cook was lying as usual....
    I didn't say he was lying. I'm saying those phrases are vague, non-objective, non-measurable.

    The argument was that the X was "too expensive" for consumers but the X sold "well" or "very good".

    Factually it outsold the iPhone 8 which was much cheaper.

    The point is, anyone who said price was a factor was disproven.

    Of course if Tim Cook had said it sold "terribly" you wouldn't have questioned it.
  • Reply 98 of 107
    avon b7avon b7 Posts: 6,339member
    avon b7 said:
    elijahg said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.
    I think they reported it longer than that. And yes it does matter because it means price wasn’t the main factor to Apple consumers. Maybe to you knockoffs, but not to people wanting the best. 

    Nice fantasy narrative about “But maybe it was just barely the best seller!” Funny, since you were just making a fuss on another thread about people making conclusions without evidence. And here you are. Not surprised. 
    Price has been the main factor preventing upgrades for pretty much everyone I know who currently has an older iPhone (me included). Over the past 5 or 6 years I have had quite a number of friends switch to Android because "iPhones are too expensive." Just because you don't think the price is a problem because you can afford it, doesn't mean everyone else can too. Indians for example can't afford iPhones which is why Apple's sales over there are pretty much zero. They're just too expensive.

    As happened with the mid 90's Mac, eventually, it will become less profitable for developers to write apps for iOS as the marketshare is so small. And at that point, much like the 90's Mac, the iOS ecosystem would collapse. And this is all down to Cook's crazy pricing. I really want a new iPhone - but I refuse to pay £1000 for the flagship when the flagship a few years ago was £650.
    I think you are spot on with regards to pricing.

    $1,000 is a huge amount of money for the vast majority of users. To that, people counter with 'the Xr doesn't cost $1,000', which is wilful denial in my book.

    If the Xr were so 'affordable' the offer sitting on Apple's front page right now wouldn't be there. This is the first thing you see on visiting Apple.com:

    "iPhone XR from $19.99/mo. or $479"

    Price is very much an issue and that (now seemingly permanent offer) is just Apple's way of acknowledging it (the offer only appeared when sales tanked) and partially reacting (although I imagine many will be reluctant to trade-in their existing phones, preferring instead to pass them on to family and friends).

    There is also the question of value and how it is perceived and many people perceive all iPhones as lacking value for the asking price and I think sales up to now have reflected that. People argue that Apple's most expensive phone was its 'most popular' which, IMO, doesn't stand up to scrutiny either and Q1-19 sales were testament to that.

     In summary, I think price is a major issue whichever way you choose to look at it. Something that is exacerbated by value (features) and the fact that the cheaper options look very dated by today's standards (huge chins and foreheads).




    *FACEPALM*

    But the XR IS actually cheaper. That's not an argument or theory or assumption, that's a FACT.
    Just like iPhone X outselling the cheaper iPhone 8 is a FACT.

    When will idiot analysts realize Apple isn’t chasing volume.Or  else apple could easily cut prices like Samsung & Huawei. Profitability & revenue matters more.
    Apple doesnt make a god damn thing. Those processor? Samsung or taiwanese semiconductor company. That screen? Samsung or LG. That flash storage? Samsung or Toshiba. Guess what you can be an Apple fanboi but you're walking around with an Apple phone when the cpu screen and memoery are all made by Samsumg!


    This is how you can spot the outsiders. They're so brain-dead. Back to Youtube comments you go!! Idiot!



    designr said:
    designr said:
    designr said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.

    That ties in with some analysts reporting at the time that iPhone X sales had dropped off faster than any other new release before it.

    It was retired in the 2018 refresh and the first quarter of that cycle Apple issued a profit warning.

    While we will probably never know all of what happened, it is very reasonable to speculate that the iPhone pool of purchasers simply ran out of 'financial steam' and sales dropped as a result. 

    Tim Cook said it sold well.

    Your theories are irrelevant.
    Sadly "well" is not an objective measure we can use to compare to say, "good" or "okay" or "great".


    Someone didn't hear the quarterly financial statement...

    "Well" is MY term that I used. It sold "very good" if that makes any difference.

    Apple had raised their expectations beyond the sky hoping it would outsell iPhone 6 but it was short of that expectation but still sold "very good". Tim Cook compared it to your favorite team winning the SuperBowl but not by a lot of points. I believe it was the 2nd highest selling iPhone ever.

     :D 

    "well" "very good" "not by a lot of points"

    Nice.

    OK we get it. Tim Cook was lying as usual....
    I didn't say he was lying. I'm saying those phrases are vague, non-objective, non-measurable.

    The argument was that the X was "too expensive" for consumers but the X sold "well" or "very good".

    Factually it outsold the iPhone 8 which was much cheaper.

    The point is, anyone who said price was a factor was disproven.

    Of course if Tim Cook had said it sold "terribly" you wouldn't have questioned it.
    There you have a perfect example of wilful denial.

    My whole point was that the Xr is less than $1,000. Yes, of course it is factual but, and here is where you have to pay maximum attention, it is still far to expensive for the entry level iPhone of a refresh.

    However, if you increase the storage you can hit $899 on an Xr and in Europe you fly past the 1,000€ mark easily. In fact, the base Xr is 850€ when you include sales tax.

    So expensive that sales tanked and that's why the price reduction (the claim of 'from $479') appeared from out of nowhere before Christmas.

    If things were rosy that promotion would never have materialised and much less on Apple's front page, where, eight months later, it still sits.

    Your wilful denial extends to the iPhone X which of course did top $1,000 and far higher in Europe.

    I have already broken this down but here it is again:

    1. What does most popular mean? You have no numbers. If it sold just one more unit than the others it would still qualify for 'most popular'.

    2. Run through the 2018 earnings calls and tell me if the iPhone X was the most popular in all of them.

    3. Check out the analysts estimates that suggested a dramatic fall in iPhone X sales in Q4. Supposedly far more marked than for any other new generation iPhone before it.

    4. Move one step further into the fifth quarter of $1,000+ phones (Q1-19, the biggest quarter for Apple and with entirely revamped phones) and now we see more than a drop off. We see a massive promotion from Apple before Christmas day followed by a profit warning and a YoY drop in sales but Apple had previously declared it would no longer detail iPhone unit sales which obviously came in very handy, right?

    5. Time to draw conclusions. When you have revised the earnings calls you might find that the 'most popular' label (undefined as it is) didn't actually have much stamina to it and after three years of flat sales, the higher prices were but just one of the reasons that Apple saw a YoY decline and issued a profit warning for its historical blowout quarter. It is not unreasonable that there simply aren't enough users in the Apple ecosystem with the resources to keep iPhone chugging along on flat sales at current prices and no one in their right mind would switch to a current iPhone because they offer far less value on the hardware. Yes, your $1,000 phone still gets you an ultra slow 5W charger out of the box!
    edited July 2019 elijahgmuthuk_vanalingamchemengin1
  • Reply 99 of 107
    microbemicrobe Posts: 51member
    designr said:
    avon b7 said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

    With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

    The problem with this statement is that the iPhone X sold really well.
    This affirmation is actually questionable for various reasons.

    Apple never revealed any numbers beyond saying it was the most popular iPhone. It's all relative if the less popular iPhones weren't far behind iPhone X but didn't of course reach 'most popular' status. So, I think Apple made that claim for two or maybe three quarters and for the last quarter they said nothing.

    That ties in with some analysts reporting at the time that iPhone X sales had dropped off faster than any other new release before it.

    It was retired in the 2018 refresh and the first quarter of that cycle Apple issued a profit warning.

    While we will probably never know all of what happened, it is very reasonable to speculate that the iPhone pool of purchasers simply ran out of 'financial steam' and sales dropped as a result. 

    Tim Cook said it sold well.

    Your theories are irrelevant.
    Sadly "well" is not an objective measure we can use to compare to say, "good" or "okay" or "great".


    Someone didn't hear the quarterly financial statement...

    "Well" is MY term that I used. It sold "very good" if that makes any difference.

    Apple had raised their expectations beyond the sky hoping it would outsell iPhone 6 but it was short of that expectation but still sold "very good". Tim Cook compared it to your favorite team winning the SuperBowl but not by a lot of points. I believe it was the 2nd highest selling iPhone ever.
    I think you were right, that proper grammar would call for the word “well” and “good” is not appropriate in this context.
  • Reply 100 of 107
    kbeekbee Posts: 24member
    What do they expect? The iPhone X is a super breakable, uber expensive and boring device. A single drop crashed the backplate of my iPhone X and Apple wants more than 600$ for a replacement phone cause this damage cannot be fixed.

    Tim Cook doesn‘t focus on the product - but this has been the secret Ingredient of Apple products when Steve was still alive.
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