Apple Replaced 11 Million iPhone Batteries in 2018, Up From 1 to 2 Million

[Radon87000]

It’s not a drop because apple the new hires were forecast. It is fair to say Apple is hiring less than they forecast.

It seems like literally everything is less then forecast.

You’ve said that before and apple has come back with record breaking revenues.

As I have said before, they bore customers to death by milking the dated design for years on end charging inflated prices and a few years later changing the design and reaching record sales. Seems par for the course except this time, Apple is hiding sales so seems like they don't have an immediate solution to this. There are doubts being raised on whether even the growth of the services business will be as sustainable as the iPhone.

Citing a reason doesn’t mean it’s the SOLE reason. Details are on Apple website about the revised forecast.

But kudos to Apple, IMO, they accrued much good will, which will come back to increase their bottom line.

But even if its one of the reasons, it still means they slowed down phones to increase sales and it was one of the contributing factors working so far.

They are going to need a lot more goodwill if they aim at reviving the sales. Customers are warier than ever with this scandal and the pricing hasn't helped.
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So then Apple not doing their performance management would have resulted in people getting more new phones. Doesn't seem to follow then that they would implement this power management to get people to buy new phones when they would do that anyway without Apple doing anything.

No if the phone randomly shuts down, first thing the customer does is take it to the store and get it fixed. Note pre-Throttlegate era, Apple's store diagnostics would still not point out the reason for the slow phone is the battery as it only shows up if your battery health is below 80%. So the customer blames the age and buys a new one. With random restarts, Apple is obligated to get the issue fixed.

 

[Rob_2811]

No if the phone randomly shuts down, first thing the customer does is take it to the store and get it fixed. Note pre-Throttlegate era, Apple's store diagnostics would still not point out the reason for the slow phone is the battery as it only shows up if your battery health is below 80%. So the customer blames the age and buys a new one. With random restarts, Apple is obligated to get the issue fixed.

Amazing how many people conveniently ignore this. Very grubby, not a good look at all.

 

[I7guy]

It seems like literally everything is less then forecast.

There is always a difference than forecast, hence the name.

As I have said before, they bore customers to death by milking the dated design for years on end charging inflated prices and a few years later changing the design and reaching record sales. Seems par for the course except this time, Apple is hiding sales so seems like they don't have an immediate solution to this. There are doubts being raised on whether even the growth of the services business will be as sustainable as the iPhone.

An $84B downward revised guidance speaks for itself.

But even if its one of the reasons, it still means they slowed down phones to increase sales and it was one of the contributing factors working so far.

They are going to need a lot more goodwill if they aim at reviving the sales. Customers are warier than ever with this scandal and the pricing hasn't helped.

Straw man argument along with a generalization. If that’s an opinion fine.

No if the phone randomly shuts down, first thing the customer does is take it to the store and get it fixed. Note pre-Throttlegate era, Apple's store diagnostics would still not point out the reason for the slow phone is the battery as it only shows up if your battery health is below 80%. So the customer blames the age and buys a new one. With random restarts, Apple is obligated to get the issue fixed.

customer buys a new phone. Got any real proof of this, other than some minuscule percent of random internet posters claiming they bought a new phone.

 

[Radon87000]

There is always a difference than forecast, hence the name.

But the difference lately is never positive. Seems the new iPhones aren't meeting Apple's own expectations.

An $84B downward revised guidance speaks for itself.

Which is down because customers found the new iPhones underwhelming at the current price point. Apple is sending emails to customers about the new iPhones. Advertisements on Apple's home page. Trade-in deals being mentioned in your face every time you visit the Apple Store. There is trouble brewing

customer buys a new phone. Got any real proof of this, other than some minuscule percent of random internet posters claiming they bought a new phone.

Its like proving water is wet. When a device gets slow, especially a commodity like an iPhone, people buy new ones. Its not a luxury product you are going to think about twice considering the fact the slowdown is introduced 2-3 years down the line which is when phones are replaced.

 

[I7guy]

But the difference lately is never positive. Seems the new iPhones aren't meeting Apple's own expectations.

So when has the difference ever been positive. It's usually been negative. What, again, are Apples expectations?

Which is down because customers found the new iPhones underwhelming at the current price point. Apple is sending emails to customers about the new iPhones. Advertisements on Apple's home page. Trade-in deals being mentioned in your face every time you visit the Apple Store. There is trouble brewing

How is it down. It's nearly a record breaker. You can't go down from something that never happened. Now, if you want to say, didn't meet forecast, that is a true statement.

Its like proving water is wet. When a device gets slow, especially a commodity like an iPhone, people buy new ones. Its not a luxury product you are going to think about twice considering the fact the slowdown is introduced 2-3 years down the line which is when phones are replaced.

Again, got any proof other than random internet posters making a claim.

 

[Momof2.1107]

Your battery was at 88% health, and they still replaced it for $29? You're only eligible if the battery is at 80% or lower. My 6S+ was at 79% and I too took advantage of the offer.

My 1yo X battery was at 88% before it was replaced for free because of my AppleCare+.

 

[C DM]

No if the phone randomly shuts down, first thing the customer does is take it to the store and get it fixed. Note pre-Throttlegate era, Apple's store diagnostics would still not point out the reason for the slow phone is the battery as it only shows up if your battery health is below 80%. So the customer blames the age and buys a new one. With random restarts, Apple is obligated to get the issue fixed.

A number of assumptions and conjectures there. But even if we were to go down that path, what Apple would offer is an out of warranty replacement for a few hundred dollars or an option to buy a new device. So, once again, we are in a situation that could be spun as Apple making money off the customer and isn't really any better off for the customer.

 

[Radon87000]

So when has the difference ever been positive. It's usually been negative. What, again, are Apples expectations?

So Apple never broke any records in the past? Didn't meet expetcations?

I don't have the numbers on Apple's expectations but what I know for a fact is they aren't being met. Ever had Apple spam your inbox asking you to buy the newest iPhones?

How is it down. It's nearly a record breaker. You can't go down from something that never happened. Now, if you want to say, didn't meet forecast, that is a true statement.

If they aren't meeting forecasts like they used to in the past, this means iPhones are selling fewer than expected. Them hiding the unit sales is proof of this. I bet the unit sales are embarrassingly down

Again, got any proof other than random internet posters making a claim.

So when a device getsd slow, you continue to use it?

 

[I7guy]

So Apple never broke any records in the past? Didn't meet expetcations?

I don't have the numbers on Apple's expectations but what I know for a fact is they aren't being met. Ever had Apple spam your inbox asking you to buy the newest iPhones?

What? I always get emails from Apple. If I don’t want to read them, I hit the delete button.

If they aren't meeting forecasts like they used to in the past, this means iPhones are selling fewer than expected. Them hiding the unit sales is proof of this. I bet the unit sales are embarrassingly down

True the forecast was revised down to $84. An unbelievably good number, just not an apple record breaker.

Yeah, apple is embarrassed.

So when a device getsd slow, you continue to use it?

Yes, I’m living with this on my windows 10 laptop.

 

[C DM]

If they aren't meeting forecasts like they used to in the past, this means iPhones are selling fewer than expected. Them hiding the unit sales is proof of this. I bet the unit sales are embarrassingly down

Hiding the unit sales can certainly be related to all of that, but could also be related to other reasons. A particular interpretation of it can be used to support a particular conjecture, but it's not just proof of something given that different reasons can exist, and actual ones aren't actually known.

 

[LordVic]

Hiding the unit sales can certainly be related to all of that, but could also be related to other reasons. A particular interpretation of it can be used to support a particular conjecture, but it's not just proof of something given that different reasons can exist, and actual ones aren't actually known.

While conjecture, it's not an unreasonable conclusion given the trends of the past.

Apple up till last quarter reported unit sales. Prior to that, unit sales were always up. Suddenly, The forecast changes, Unit sales aren't being announced anymore.

it is reasonable to assume that Apple no longer wants to report it due to declines in iphone sales. Apple's #1 income is directly related to unit sales of the iPhone. So it's again, reasonable to conclude that Apple is trying to obfuscate numbers a little by no longer releasing them.

could we be wrong? absolutely. could we be right? Possibly.

we're all on a forum afterall. so even taking the opposing opinion that the removal fo the reporting is also conjecture and not verifiable. hence why this conversation is happening.


Also why unit sales are important, especially to investors, is because of Apple's lack of diversification. A massive hit to unit sales would forbode a hit to income / revenues, that will have trickle down affects to the rest of their product lineup. obfuscating the numbers, even for a short while helps mask potential issues in sales.

again: yes, you, I, everyone here is just coming to conjecture based on the evidence we see. And thats why we are all coming to different opinions on it. kinda like schroedinger's cat here. NONE of us know, so we don't know the actual state.