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High iPhone XR sales in China not enough to stop iPhone production estimate cuts
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iPhone XR may reduce ASP but should outpace iPhone 8 shipments by 50 percent
In a note received by AppleInsider, Guggenheim believes the "growth via ASP" from 2017 doesn't apply for this year. The iPhone XR's lower price tag is anticipated to be "ASP dilutive," in part because Apple is deemed to have made enough improvements in the LCD-based model that it will outpace shipments of last year's iPhone 8 range by approximately 50 percent.WTF.
Last Year
$999 - X
$799 - 8 Plus
$699 - 8
This Year
$1099 - Xs Max
$999 - Xs
$749 Xr ( With an Attractive option of $799 128GB )
Not only does it not dilute the ASP, even if last year iPhone 8 were split in 50/50 between Plus, the $749 is still the same ASP, not calculating into many people are going for $799 128GB version. We will likely see another ASP growth this year, along with unit growth.
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Google charging Android device makers up to $40 per phone to install apps
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The new Mac Pro might get Intel's new 28-core 5 GHz Xeon processor
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Apple keeping TSMC processors in iPhone and iPad at least through 2020, but risk remains