daito_hak

adm1 said:

zoetmb said:

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.

I am sorry but I am not sure that you seeing or not iPhone X in public is a meaningful measure of how many iPhone X were sold. No?

Apple already made clear that the iPhone X is a top seller. If you continue not to believe them, in fact Apple captured a record 51 percent share of revenue in the worldwide smartphone industry last quarter. This is clear that the iPhone X with a higher selling price is driving such massive revenues. 

Specifically, Samsung was last Friday said to be in search of new customers after being "saddled with excess production capacity" of OLED panels. 


This is quite dubious. Apple does not use out of the shelf OLED screens from Samsung. Apple uses custom designed screens and get them produced by Samsung’s manufacturing. How can then Samsung just retarget those screens to any other customers? This would mean that they are violating Apple’s IP by giving it to competitors.

Nikkei has had been for a while trying to spread fud about Apple for reasons that are obscure. Nikkei being a Japanese organization with close relations to Japanese corporations, it would not be surprising that they are trying this sort of manipulation to destabilize the competition of the local Japanese manufacturers which have been quite clueless on how to compete against Apple in terms of innovation.

That’s why I am not sure it makes sense to even report what Nikkei says at this point. They come up with totally unverified figures, eg. where the 45-50 million units figure comes from? And even they were shown to be wrong on their doom predictions about Apple at last quarter results, they continue to come up with what can only be called bullshit. This is troubling to say the least. They are the same by the way that last year insisted that the iPhone X will have a Touch ID on the back of the phone.