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Apple Reportedly Cuts iPhone XS and iPhone XR Production Orders Amid Lower-Than-Expected Demand
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Are you sure you got the XR and not the Huawei Mate 20 Pro. I just upgraded from the 8 plus to XS Max and the Max makes the 8 plus seem really ancient. Face ID has been flawless, love the gesture control and so much faster than my 8 plus. Fantastic user experience. The weight and feel of the phone is great and love the screen. The Max is worth every cent to me and I would guess to a lot of other users.....
Apple spends over $10 Billion a year on R&D
In fiscal 2018 Apple sold about 218 million iPhones. Even if we assume Apples iPhone R&D is only 10% of the total cost that’s still well over $1 per device and it’s probably a safe assumption that Apple spends more than 10% of its R&D budget related to its top product.
And yes, the idea of a semi-fixed cost like R&D is to offset it by selling at scale. But your claim (which is unlikely to be true as shown above) doesn’t change the argument, an iPhone costs more to make than just its individual components may or may not (again, we have no idea the numbers from iSuppli are even close to true) cost. And while some costs don’t change much if at all depending on number of devices sold, some scale (such as shipping, storage, retail sales staff). Claiming an iPhone costs just $400 to make and using that as the basis for an argument is flawed from the beginning and thus, irrelevant as an argument.
There was a time when windows Phones ruled the roost, times change and things die off. Tbh, if MS didn't screw up with devs, WP would still be in the picture. My WP's linked to my windows machines as good as Apple does it. But yeah the 950xl was everything iPhone should've been plus it still has one of the best smartphone cameras.
Yes, reporting revenue is required for shareholders but some use it as an indicator that sales of unit increased. As a shareholder and/or investor, I would still want to know if sales increased or decreased.
The fact that Cook speaks so often about data privacy makes me wonder how Apple actually treats private data.
Apple just went too far in their price strategy. Slowing down production when Black Friday and Christmas Sales are running hot means that there is simply no customers they can reach.
It should be an alarm for Apple that if they don’t turn around, they will lose big time.
Ferrari and Porsche might be productive when selling a few cars for extraordinary grotesque prices, but they are irrelevant for the automobile market. It’s a hobby for rich freaks.
Same will happen to Apple soon. iPhones were the entry into the Apple universe. They locked this door this year. How do they want to sell their iTunes stuff? How do they want to enter the financial market if Apple Pay is a payment option for a minority?
It’s not looking good for them. Nokia cashed in big time before they disappeared within two years. Same with Apple now. Apple does not want to see that the times for expensive phones are over.
It should be an alarm for Apple that if they don’t turn around, they will lose big time.
Ferrari and Porsche might be productive when selling a few cars for extraordinary grotesque prices, but they are irrelevant for the automobile market. It’s a hobby for rich freaks.
Same will happen to Apple soon. iPhones were the entry into the Apple universe. They locked this door this year. How do they want to sell their iTunes stuff? How do they want to enter the financial market if Apple Pay is a payment option for a minority?
It’s not looking good for them. Nokia cashed in big time before they disappeared within two years. Same with Apple now. Apple does not want to see that the times for expensive phones are over.
You can get an iPhone 7 brand new for $449. Minus the headphone jack though.
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That’s weird. I gave my 7+ to Mom because her SE camera broke. I got an XS max and Face ID works flawless for me. I got used to the gestures very quickly. You can even set an alternate appearance in settings. It should get better over time. It’s continuously learning your face.
I can see your point. however I have shares and feel that these type of reports tend to just collect day traders and vultures. There is nothing wrong with day trading it has kept me in the clear and limited losses I would have taken in AAPL.
That being said AAPL is better off serving it's long term investors and attracting the long term investors that believe in the company over all. It is this type of investor that will help lessen volatility in the future. Any person wanting to do shorter deals can still gamble on the figures of Apple's suppliers like they did today. Apple has no duty to them.
Perhaps, but I'm not one of those and I suspect I'm not alone. My relationship, as a retired IT person, with Apple goes back 35 years. My first Apple computer experience was with an Apple II, around 1984. I have owned, or worked with, Macs over the years, both at work and at home. I still sport an old MBP (1,1), now running Linux as Apple no longer supports it, I'm on my 3rd iMac, my 4th iPad (currently a 2017 Pro), my 4th iPhone (latest a 6S+), a couple of iPods over the years. I've used Apple products, sir, though less and less so. If I rail about Apple these days, it's as a pissed off former customer and user (at work over the years). I am not a "spiteful, wounded animal". I'm a pissed off former Apple convert. Cheers.
Do some research Apple is one of the companies that stands out in protecting data compared to the other big tech companies. This is why GOOGL and FB are down lately. AAPL might not sell enough iPhones but the others are looking at long drawn out congressional hearings. Nobody likes it when the government comes knocking.
Based on the numbers they just reported, things are even sweeter than I thought before the report.
To me, 20% revenue growth and 41% eps growth just reported are the latest real numbers that mean anything. Everything else afterward is speculation, as usual.
90% of the time I want to see what notifications I have on the lock screen to see what to jump into. If it was bypassed all together you wouldn’t see any notifications. Jusy unlocking from the lock screen makes no sense.
You see a notification you want to get into, Face ID already did it’s thing and you got a notification to take you into it. No need to have Touch ID after you click a notification anymore is nice also.
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The sales and growth show users love the product more than ever. See how that works?
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Nice speculation, but numbers say you’re wrong.
If revenue is good, no one will care about units. We are getting more data around services, so shareholders gained some reporting as well.
Units became such a huge hand wringing story with analysts that it was actually hurting shareholders. No matter how good the story was, it was always, “Yeah, but 60.2M iPhones instead of 61M I modeled.” Apple never promised unit sales for any product, but shareholders were getting hurt when the “iPhone unit sales fell short of expectations.” There were no Apple expectations reported, so that was all garbage.
As a shareholder, I love that they finally killed this. Might hurt in short term, but it’s wonderful for long term shareholders.
Just like for years the MacBook Air was relatively old and if you wanted a Retina MacBook you had to go Pro. The development of new technology is easier recouped with more expensive products.
Apple wants to offer customers more sizes without forcing developers to design more layouts. XR and XS Max show the same amount of points at different pixel densities @2x and @3x. The size in between 5.8” and 6.5” seems more attractive than one below 5.8”. At least for now.
Not true. There never was such a time. The crown of biggest mobile OS went directly from Symbian (Nokia) to Android (Google). Developers always favored iOS (Apple) with Android as second. It’s a duopoly, so don’t ask for a third platform. Phones prior to 2007 do not count as smart in my book.
True and there’s still plenty of people with 7-8 models for multiple reasons. “Classic” design and Touch ID.
My 7 never has any speed issues and I’ve had it for almost 2 years, pretty awesome
Wrong. Just wrong. (Unless you're being sarcastic.)
We know a certain amount of people want smaller phones and that's self evident. What isn't as clear if enough people want them and are willing to pay enough for them to tool up the line to make them.
Many companies in America are stocking up on supplies from China in anticipation of the tariff increase from 10% to 25% that happens in January. Apple has directly avoided the tariff, but things may slow down for everyone and layoffs are started to be whispered in the news. Apple may have just gotten updated data on just how much of an impact the trade war is going to be and wants to get ahead of it.
Why would anyone want the 10s/XR when the 8 Plus is available? No notch, home button/touch ID... seems like a win win.
In general, that's true. The problem is the degree to which prices have escalated. The original iPhone launched at $500. Inflation in the last 11 years has been near zero, and we're talking about the tech industry which is often described as deflationary. And yet, here we are 11 years after that and we have buy a 2 year old phone to get under the $500 price point.
Making a product a certain way because its convenient isn't a particularly moving argument. This is relatively trivial technical detail that could have several solutions. Apple doesn't have to do all the things, but their inflexibility does bite them in rear from time to time.