Of course he's right. Because I'm sure he has access to the internal communications that prove his claim.
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Apple Increases iPhone SE Orders Amid Growing Sales Pressures
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Of course he's right. Because I'm sure he has access to the internal communications that prove his claim.
So Apple only built ~4 million iPhones SE the first quarter? That's only about 50,000 a day! Heck, they built 1/2 million of the iPhone 5S a day back when it was new.
So it looks like they produced relatively few, and it's selling at about 10% of total iPhones ? Not bad, actually.
They've already addressed this in regards to other Apple products. Their position is, so long as it is Apple cannibalizing another Apple product, they don't care. So long as the buyer is on any Apple product, they are linked into the Apple markets (App store, iTunes, Music, etc) and that is the continuing revenue that they want. Besides, some of the 5se buyers may never have bought a larger 7 anyways. So it is not really a realized loss.
For me it is the lack of 2nd generation Touch ID and 3D Touch (yes, I actually use it so much I almost can't live without it).
I think Apple's only issue really is they just went through the biggest upgrade cycle ever in the history of the company with the release of the 6 and 6 Plus. 6s and S Plus we're not enough to get current 6 owners to upgrade...I know I didn't because I know that waiting a year I'll get way more with the 7. I even held back on my girlfriends phone knowing that the 7 is not that far away. When we do upgrade, I'm thinking we'll probably go with the direct from Apple deal where we can upgrade once a year if we want. I think that's more cost effective in the long-run now and we can always get the latest and greatest every year.
Anyway... after all that... I believe the "gloom and doom" will be short lived.
Anyway... after all that... I believe the "gloom and doom" will be short lived.
Why would he limit revenue?
I don't think so. I think that in general people don't see the SE as an upgrade, more of a sidestep. People will jump on the 7 as the true successor in the iPhone line, not to mention all those who don't want to go back to a smaller phone.
The glass body....well the 4S is my favourite iPhone . A 2016 or 2017 version of that , and I would buy It in a flash.
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I'm sure some people walked out with a 6S when they were told there was no stock of the SE.
complete nonsense.
apple only makes money when they move units, not when people can't find them.
He wouldn't. It makes no businesses sense whatsoever to not earn revenue. I'm baffled that people continue to believe that Apple purposely built few units in order to "hype" the SE.
What I infer from the statements of Cook and others is that they were genuinely out of touch with just how many customers wanted a smaller iPhone. The design of the 6/6s series is also just not as elegant as the 5/5s/SE, and that matters to some buyers.
Depends. Giving users a cheaper handset , with lower profits may not work out in the long run. The strategy was to always push them to a flagship device while keeping them in the ecosystem.
From all my time with Apple, I have not seen them launch products that cannibalised each other , that is until the last few years. Only time I saw they was before Steve returned.
Luckily all of us gullibles have self-professed experts like yourself to guide us through, what with all of your inside knowledge into Apple's decision-making process.
The iPod Touch <-> iPod
The iPhone <-> iPod
The new Macbook <-> Macbook Air
They don't have a lot of product lines, so they don't get the opportunity to do it that often. But Apple's execs have stated that they'd rather cannibalize themselves than have someone else do it.
Why is it that all analyst think that the race for the bottom is where things need to go? Has it worked for Samsung or anyone else? I do think Apple is getting close to a saturation point in most of its primary markets, so there is danger if they cannot open up secondary markets. I don't think that they try to race for the bottom even in those markets. Apple needs to do what they do. Adding a 4" phone back to the lineup was a smart (although silly that they took it out in the first place) play. Making a cheap phone to compete with the knockoffs will not go well for Apple. Better cloud integration, iworks, photos, etc would help as well. I don't know what other features you could add to a phone at this point, so maybe (even) more integration between the phone and the mac and the watch and ATV would also be of help.
Apple never stopped selling a 4" phone. Who doesn't know this? Everyone but Apple.
There are people that wanted an iPhone SE but instead chose an iPhone 6S?
Who is that person?
The 3 examples you used where products with higher margins, you don't want to cannibalize with a product that has almost halt the margin unless you believe you will increase market share. The iPod mini would have been a better example, but that product was used to increase market share, the SE is being used to stop the decline of market share.
I guess that is possible but very unlikely. This is the 21st century. Do you really believe that are a sufficient number of people left who think, "oh, that thing that I'm not interested in is out of stock, it must really be good. I didn't want one before, but now that I can't get one, I want one... NOW!"
I'm sure that the number of people who did that could be counted on one hand.
I think the iPhone (and by extension, smartphones in general) reaching a saturation point is a good thing for us customers. Now that they've got iPhones in the hands of millions upon millions of people, they need to focus on new compelling features to get us to upgrade.
The new MacBook sure, post jobs. The iPhone was a phone, and people buying were not deciding between a MP3 player and a phone . The iPod touch was a product between iPod and iPhones, I don't see them as canabilsing each other.
Though I see the point you are making, sure it happened to a degree in the past, but is much more prevalent today . Where same product family canabilize each other
No. Apple poorly estimated demand and is now frustrating and pissing off customers at the precise time it needs to bump up iPhone sales.
There is no hype here. Either someone wants a 4" or not.
Only in backwards land is ordering more phones bc demand is high a "flop". SE is a lower price point, but also cheaper to make. ALSO, it gets more people in the ecosystem. Eventually Apple will make more money from services \ apps \ music than it does from hardware. Hardware is just the first step. Services continue for many many years. And for anyone saying the SE is collecting dust... try ordering one. You'll wait a week or more to get it.