Apple Now Offering Next-Day iPhone X Delivery in United States and United Kingdom

[littyboy]

After using it for a good month, I can strongly say it's not worth it. The faceID feels really first generation. It fails multiple times during these top 4 situations.

1. laying in bed with a pillow
2. barely waking up and your eyes are semi-closed
3. trying to unlocking from the side, basically right next to you on the table
4. if the phone too close to face,

TouchID is >>>> than faceID. But this is the trade off for greater screen to body ratio.

 

[IJ Reilly]

Wat? At first he said that they'd be completely out of stock with months of waiting well into the new year. Then he changed his tune. It's simple to be accurate in your mind if all you have to do it continuously adjust your predictions as the market changes. No need to be accurate if you can just change your call. It'll be hot next week unless it's not then my prediction is that it won't be.

Speaking of no need to be accurate, here is Kuo's report from September:

We believe the fullscreen design and facial recognition features will drive replacement demand for the iPhone X. However, due to supply constraints, we expect market demand won't be fully met before 1H18. We revise down our forecast for 2017F iPhone X shipments from 45-50 million to around 40 million units, but we therefore revise up our 2018 iPhone X shipment estimate to 80-90 million units.​

Reading this statement with some actual care, we should start with the knowledge that 2017F ended on September 30, 2017. The period 1H18 started the next day, on October 1, 2017.

 

[Baymowe335]

I'm anxiously anticipating the 2nd quarter estimates. That will tell the tale as to how the iPhone X is expected to do in the long-term. No doubt there was considerable built up demand for a new device to replace the outdated design that originated with the iPhone 6 in 2014. That initial demand appears to have been met. Now we get to see how well Apple thinks a $1,000+ phone will sell in the normal course of business.

Q2 of FY 2015 was the highest second quarter revenue ever at $58 billion. We'll see how much Apple expects to beat that at their next earnings call.
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The clueless analyst who predicted supply constraints is the same one who is now saying increased production is the reason for dropping ship times. He is no more likely to be less clueless now. I have no more confidence in the second explanation than I do of the first. He is saying what the market wants to hear and what will get his name into the headlines.

No one knew the supply chain was constrained just like no one knows production is exceeding expectations. It's all a guess until we see hard numbers.

That's why I have ENDLESSLY told everyone to ONLY look to Apple for numbers. The ONLY number we have is $87B which means that Apple was confident they could not only ramp production but that demand would be strong enough to destroy any previous revenue record.

 

[Chupa Chupa]

After using it for a good month, I can strongly say it's not worth it.

You forgot to finish your sentence... "...for me or someone who uses their phone like I do."

I have none of the issues you have because I don't use my phone like you do. I have an iPad in my bedroom so I don't use my phone at all there. If I get a call it's pushed to my iPad.

My daily use of Face ID is fantastic and much less burdensome than Touch ID. I just take phone out of pocked and swipe up. By that time Face ID has recognized me and I'm good to go. What I love the most is when I go to a web site and Face ID takes over and logs me in without me having to do anything. It's magic. There are times when my phone is sitting on my desk and I have to tap in my passcode. But the plusses for me vastly outweighs this negative.

 

[Dwalls90]

I think this is a mix of better than expected supply coupled with lower than expected demand worldwide. Surely the iPhone X is outstripping 8 and 8 Plus demand, but demand for those phones was known to be abysmal for a launch day phone. I don't think that means the iPhone X is selling millions of units each week. It also went on sale a month later, so that's one less month of sales before end of year.

I'm sure Apple will still sell a respectable quantity of 8, 8 Plus and X's this holiday season, but I bet it will be close to prior holiday quarter iPhone sales. Even if less units sold, the profit per unit appears to be higher for all 3 new iPhone models this year, so I'm sure Apple will still come out ahead.

 

[Baymowe335]

After using it for a good month, I can strongly say it's not worth it. The faceID feels really first generation. It fails multiple times during these top 4 situations.

1. laying in bed with a pillow
2. barely waking up and your eyes are semi-closed
3. trying to unlocking from the side, basically right next to you on the table
4. if the phone too close to face,

TouchID is >>>> than faceID. But this is the trade off for greater screen to body ratio.

And Touch ID doesn't work:

1. With gloves
2. With wet hands
3. With greasy hands
4. With dirty hands
5. With sweaty hands

Again, FaceID was NOT just replacement for TouchID. When will people understand this? The tech behind the notch will drive many more feature from apps we haven't seen or thought about yet, primarily for AR.

 

[pradeepbabloo]

Something is not right?
When was the last time you saw just released iPhone available the next day during Holiday Season?

Edit: Having said that, I do hope Apple is selling tons of them and at the same time having enough stock to sell even more!

 

[User 6502]

It’s clear that the demand is very weak and doesn’t even match the extremely constrained supply. Nobody is surprised, after all we are talking about an overpriced beta product. Most people will buy next year, if the first generation bugs will be solved and the price will be more reasonable.

 

[fourthtunz]

Apple has NOTHING to explain. Their record setting numbers will do all the talking.

Heh, people will keep analyzing while Apple explains all the way to the bank

 

[Baymowe335]

It’s clear that the demand is very weak and doesn’t even match the extremely constrained supply. Nobody is surprised, after all we are talking about an overpriced beta product. Most people will buy next year, if the first generation bugs will be solved and the price will be more reasonable.

Tell me how it's clear "demand is very weak" or any confirmation of "extremely constrained supply."

NO numbers are out, official, or correct EXCEPT $87B from Apple. Apple has not adjusted their record breaking revenue projection for Q12018 down or said another word about it, meaning they plan to hit it.

The only way they'll hit it is with a strong response to the X and an ability to ramp production to meet that demand for THIS quarter.

You are literally just guessing and you're also going to be very wrong unless Apple misses their own gudiance (extremely rare).

You'll still probably call the X a failure though because you're clearly set on it.

 

[hvfsl]

Something is not right?
When was the last time you saw just released iPhone available the next day during Holiday Season?

As far as I am aware, you have always been able to walk into a store just before Christmas and pick one up. In fact the X is probably worse than previous years in that it has taken Apple this long to get the supply levels up.

 

[keysofanxiety]

It’s clear that the demand is very weak and doesn’t even match the extremely constrained supply. Nobody is surprised, after all we are talking about an overpriced beta product. Most people will buy next year, if the first generation bugs will be solved and the price will be more reasonable.

It's clear that you don't have any sources for your statement, other than pure conjecture and an argument based on correlation/causation.

Why can't it be likely that Apple vastly improved supply? Besides, the last estimated count put the X production at around 500,000 a day. That's still an awful lot.

Ultimately neither of us will know until Apple release their numbers. However in my experience, haughty statements fueled by personal bias only serves egg on your face when the facts come out.

 

[riverfreak]

A last ditch effort to clear out the swollen supply channel of all those iPhone X’s so they can get the iPhone X+ manufacturing going. Obviously.

 

[Baymowe335]

Something is not right?
When was the last time you saw just released iPhone available the next day during Holiday Season?

1) iPhone 7? I remember all being available, even the Jet Black right around holiday times.

2) Not leaving room for Apple to improve production ability ever year? Not everything can be compared to prior years because Apple doesn't WANT supply chain issues. They should improve every year.

3) iPhone X has been in some kind of production since July and the staggered release was an Apple management decision. From Apple's perspective, the iPhone X could have had the same production ramp as iPhone 8, with a later release date to build the hype and remove some iPhone 8 cannibalization tendency.

4) $87B. Apple thinks they are going to sell a lot.

 

[Ramchi]

Got my X yesterday. Without doubt the best iPhone I've ever used. It's so intuitive - I simply can't imagine going back to the home button or Touch ID. The technology melts into the background and I've mostly forgotten about Face ID as it does it automatically and there's no deliberate "action" to unlock it. I now can't see myself using an iPhone any other way.

I haven't had such a smooth user experience since I bought my very first iPhone (iPhone 4). That was so ahead of everything else on the market at the time and I feel much the same here. Wonderful job.

You still need to swipe up to unlock! A deliberate action required even for FaceID!

 

[RickInHouston]

I wonder if many people are still interested in the iPhone x. The 8 plus works great for me. I'll wait until next year for the x plus.
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Wait a year? How about three years and then maybe a replacement will be worth it.


YUP!!

 

[keysofanxiety]

You still need to swipe up to unlock! A deliberate action required even for FaceID!

I meant in terms of authentication. As far as the user experience goes, you swipe up to unlock to use your phone, nothing more. However if anybody else tries to do the same thing, it won't let them in.

That's what I mean by the technology blends into the background. You don't actively make an effort to press a thumb to unlock the phone or go out of your way to ensure it authenticates it's you. I'm probably not articulating this well but there is a big difference between the two. Eventually it's as if you don't notice Face ID at all.

 

[Ramchi]

A last ditch effort to clear out the swollen supply channel of all those iPhone X’s so they can get the iPhone X+ manufacturing going. Obviously.

Plenty of them in the shelves here. Been to get Pixel XL to an semi-authorized Apple retailer who sells both Android and iOS, seeing iPhone X in the shelves, he was suggesting me NOT to buy XL 2 and insisted me to buy Note 8 which I did but from an authorised Samsung retailer with nearly $150 cash back.

Yes, I keep receiving messages from more retailers for iPhone X !!! Supply seems to be eased out or there is NOT so much demand! BTW, here it costs anywhere from $1300-$1550 this iPhone X from authorised show rooms

 

[PickUrPoison]

I regret my X purchase. Simply because I don't think it's worth the price.

Return it! Why live a life of regrets?

 

[Smartass]

Karl Ackerman is an analyst with the Wall Street securities house of Cowen & Co. Ackerman has penned a note to clients that says initial demand for the Apple iPhone X "has been below initial expectations as users appear to have gravitated toward the previous iPhone models." The analyst adds that all three 2017 iPhone models, which include the Apple iPhone 8, Apple iPhone 8 Plus and Apple iPhone X are selling at a decent clip, but sales are not strong enough to say that Apple is in the midst of a supercycle.


I kind of hope this is true, just so Apple thinks better next time before they slap a 1200€ price on a god damn iphone.

 

[Dethklok]

And Touch ID doesn't work:

1. With gloves
2. With wet hands
3. With greasy hands
4. With dirty hands
5. With sweaty hands

Who cares about FaceID in those situations. I wouldn't even be using the phone if my hands were any of those (other than the gloves). But I WOULD use my phone is situations where it can't read my face, like lying down.

Apple needed to figure out a way to have the phone read your fingerprint through the screen before going bezeless. And find a way to put the speakers behind the screen. The problem with current day Apple is that nobody invented it for them yet.

 

[littyboy]

You forgot to finish your sentence... "...for me or someone who uses their phone like I do."

I have none of the issues you have because I don't use my phone like you do. I have an iPad in my bedroom so I don't use my phone at all there. If I get a call it's pushed to my iPad.

You realize that was a really bad response right? You basically said, yeah I use my iPad in place of everything my phone does so I don’t experience those problems.

 

[dominiongamma]

Waiting for gen 2 with improve ram, hoping for Faceid 2 and longer battery life

 

[littyboy]

And Touch ID doesn't work:

1. With gloves
2. With wet hands
3. With greasy hands
4. With dirty hands
5. With sweaty hands

Again, FaceID was NOT just replacement for TouchID. When will people understand this? The tech behind the notch will drive many more feature from apps we haven't seen or thought about yet, primarily for AR.

Your situations are less practical than the ones I posted. but hey nice try.

 

[thadoggfather]

I don’t think the price is settling well with non early adopters