Your not the target consumer. Its designed for those with a 12 or older. Few people update their phone every year
I do trail running all the time in areas with no cell service. For me, that is very valuable. Not all features are meant for everyone
Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Apple Reportedly Asks Suppliers to Make Fewer Components for AirPods, MacBooks, and Apple Watch Due to Weak Demand
- Thread starter MacRumors
- Start date
- Sort by reaction score
Your not the target consumer. Its designed for those with a 12 or older. Few people update their phone every year
I do trail running all the time in areas with no cell service. For me, that is very valuable. Not all features are meant for everyone
That's fine, we hope that Apple shares will also suffer heavy declines in the future.
Apple shares remained the only Apple product to buy, as they were the only ones that were worth anything.
If these also get worse, Apple will be forced to change something in its strategy.
Moving forward so downwards, it is the only way to wake up management from abundant meals.
Apple shares remained the only Apple product to buy, as they were the only ones that were worth anything.
If these also get worse, Apple will be forced to change something in its strategy.
Moving forward so downwards, it is the only way to wake up management from abundant meals.
I agree that not all features are for everyone but if you see the iPhone 14 sales, Apple watch series 8 sales, you will understand that fewer people are upgrading this year : in part due to the absence of true innovation and in an other part due to the higher prices in Europe.
Absolutely this.
This has very little to do with Apple's products not being attractive or low quality/value but very much to do with consumers seeing prices go up for essentially everything leading to less spending power for nearly everyone to some extent.
Then add to that the added price hikes on all Apple products Europeans were hit with and it's pretty clear why total demand for Apple products has gone down.
I would have been surprised if Apple didn't see lower demand in 2022 through 2023.
Every year on the first trading day this story from Asia supply surfaces and every year someone makes lots of money shorting the stock moments before … like clockwork. If you bought puts 125 at opening, you make 2x already and probably 4x by closing as more lemmings read the story.
Held off buying a M1 Mac Mini and new Apple TV 4K exactly because of this issue!
I reiterate… there is no recession. ******* companies need to reduce prices and their CEOs need to smoke less cigars and receive lower bonuses.
Last edited by a moderator:
It is the Recession guys, not Apple! Every Tech company is affected!
I do not think the acquisition went through.
Headline from a business website Dec 23, 2022:
’Microsoft responds to FTC case seeking to block Activision Blizzard deal, saying it wouldn’t hurt competition’
Last edited:
TheYayAreaLiving 🎗️
Suspended
What’s Apple going to do with all the iPhone 14 Plus models?
Bring back more affordable prices. Problem solved.
I have been saying this all along. The market is saturated, users are keeping their devices longer and these things are expensive. For what? To do the same thing you could probably do on a 6s just fine? I don't know about you, but Apple is gonna have to shake things up both innovation and price wise for the next few years. Unless the strategy is to keep selling older models until things get better.
These rumors come out every single year right around the new year. I remember when the stock tanked because the WSJ had a front page story about Apple cutting iPhone 5 production due to weak demand. It’s like an AI is scheduled to generate these headlines every January.
Why didn’t you short the stock last week if you were so sure that this will happen at the beginning of the year ?
Is it so unbelievable to you that fewer people are upgrading their devices either because the evolutions are underwhelming or the prices too high ?
Last edited:
they have bought others though. Apple could get away with it as they aren't buying all the other houses and are not a direct competitor to Sony
Apple,
Give us a reason to upgrade and we'll buy it. Minor speed bumps and feature enhancements isn't enough. Show us you're still capable of innovation instead of "more of the same thing". Yawn.
Give us a reason to upgrade and we'll buy it. Minor speed bumps and feature enhancements isn't enough. Show us you're still capable of innovation instead of "more of the same thing". Yawn.
Apple hasn’t been particularly innovative recently, but I don’t have too much of a problem with that as I value performance, reliability and usefulness over clever new features.
Apple’s main problem is their pricing. They have always been “premium” but in recent years their pricing has increased disproportionately, and most products are now starting to seem just plain expensive. In a global recession, that’s not a good look. They need better entry-level products especially during tough times, offering better value for money.
Apple’s main problem is their pricing. They have always been “premium” but in recent years their pricing has increased disproportionately, and most products are now starting to seem just plain expensive. In a global recession, that’s not a good look. They need better entry-level products especially during tough times, offering better value for money.
TheYayAreaLiving 🎗️
Suspended
I agree with this 100%. If Apple wants to be lazy then just make us happy by offering…
💻MacBook Pro 14” - 16” (Midnight Edition)
📱iPhone 14 Pro/Pro Max (Product Red) or (Jet Black)
⌚️Apple Watch Ultra (Product Red)
Every year the same story arises, and as every year they have a 50/50% chance they are right. All reports where indicating people went for the more expensive version this year, but then corona shuttered the Pro factory so we will see where it lands.
The reason you cannot short the stock is that timing is everything, you really need to short the stock the hour before the news is out, if you did it last week, there could have a plethora of other news impacting the stock, plus shorting stock Demands lots of margin/capital. If one would buy puts you need less capital, but they loose value every hour, hence the importance you know when such news will hit the wire. I’m pretty sure some Asian traders made a few million dollars in the past hours.
In the first trading hour stock was up on the “good” news the factory is back at 90% and then bam … and now you will see a plethora of analysts proclaiming the recession is coming and you will see stocks sliding, including Apple which lost the least of the tech giants last year, so they still need to shed 20% to be at the same level of losses, at 110 it’s time to step in, through that 125 level seems to hold, but it will fall below. (It just did ;-))
Market saturation and high price (compared to income of the majority)?
Same here. Not in the UK but I’m in a EU country. I’m not yet affected by the economical factors because I work in IT which is pretty robust with this type of events, but I’m still not buying anything Apple for now. To the point where I didn’t buy a new MacBook this year, and I usually do because I’m on it for 8 hours a day, it’s a big part of my job. I’m probably keeping my iPhone for longer and checking out what’s up on the Android side when it’s time to upgrade one day because the value is not there. And even if it were, at the current prices it’s way too expensive for most europeans. We simply don’t have the disposable income people do in the US.
In the US, lower sales can be attributed to the economic situation but outside of it, it’s mostly the prices they chose to go with on top of economical factors. Apple’s top customers are not really affected by such events but we can tell value. They’ll recover in the US together with the economy, but in Europe I’m not so sure. Because if they take long enough to fix pricing that people jump the fence to other brands, that’s many years before they have those customers again, if ever.
If I need a new phone and see that the iPhone is €1300 and has none of the features the price tag implies (and if I’m spending that much on a phone, I will care about those features) I’m picking up something else. People have been doing that. Samsung sales have been stable, so demand is there.
I think a lot op people shifted their budget to tech in 2020 and especially 2021 / early 2022 when they weren’t able to travel much. This coincided somewhat with the important and big M1 introduction
This means apple got a boost during the covid period from people that had the means to upgrade (and first buyers)
Thus :
- those that did have the means upgraded already and don’t feel the immediate need to upgrade again (especially also given a lot of the 2022 upgrades were incremental)
- those that didn’t upgrade but can are waiting for more meaningful upgrades (M3, OLED iPads,…)
- those that didn’t but can‘t because their budgets are being squeezed by inflation and their wages not keeping up with price hikes (Basically shifting budgets more to the essentials)
- foreign currency (EUR / GBP) weakness vs the USD and Apple increasing their prices here in order to protect their margins. This on top of the energy price hikes.
I’m not going to make myself popular with this statement but it’s probably not a bad thing that they may have a bad quarter or two. It might force them to rethink a few things and to look into innovating more
This means apple got a boost during the covid period from people that had the means to upgrade (and first buyers)
Thus :
- those that did have the means upgraded already and don’t feel the immediate need to upgrade again (especially also given a lot of the 2022 upgrades were incremental)
- those that didn’t upgrade but can are waiting for more meaningful upgrades (M3, OLED iPads,…)
- those that didn’t but can‘t because their budgets are being squeezed by inflation and their wages not keeping up with price hikes (Basically shifting budgets more to the essentials)
- foreign currency (EUR / GBP) weakness vs the USD and Apple increasing their prices here in order to protect their margins. This on top of the energy price hikes.
I’m not going to make myself popular with this statement but it’s probably not a bad thing that they may have a bad quarter or two. It might force them to rethink a few things and to look into innovating more
The premium price made sense compared to the others because of build quality so that ‘premium’ was really just the price you pay for having a good product you can trust. But ever since Dell, Samsung etc. caught up and priced theirs fairly it’s been pretty grim for Apple
That would be *chefs kiss* 😍
I noticed AirPods seemed a lot easier to find in stock this holiday season. That either means Apple had more supply on hand, or demand has decreased on consumer electronics. Or maybe it's just market saturation of AirPods.
Following your logic, you will never update the devices that are on your signature? They've been the same for the past 10 years...
Go figure.