Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
That is judged by overall global sales, not just those in Western Europe where I’m from, as my post was discussing.
No. Western Europe is no different than any other developed market in terms of iPhone. The numbers show Europe’s y/y sales growth was 14%, right there with the 15% from Asia Pacific and 16% from Americas and China.
 
No. Western Europe is no different than any other developed market in terms of iPhone. The numbers show Europe’s y/y sales growth was 14%, right there with the 15% from Asia Pacific and 16% from Americas and China.
Then why are the new iPhones not a common sight? Why have I seen very few? Why are carriers here reporting the iPhone 7 as being their most popular seller for the past 18 months? I can’t believe it’s only a select area of my country where all these sales are going, despite the high prices.
 
Then why are the new iPhones not a common sight? Why have I seen very few? Why are carriers here reporting the iPhone 7 as being their most popular seller for the past 18 months? I can’t believe it’s only a select area of my country where all these sales are going, despite the high prices.
Because you can’t possibly see enough iPhones to have an objective opinion on the subject.

Why are the sales numbers showing 14% y/y growth in Europe? You don’t get to that by selling a majority of last year’s model. The ASP was $761 and they sold 217M iPhones. The numbers are what they are and Apple performed as well in Europe as they did in any market, period. I don’t care what any of your data says, the official numbers speak for themselves.

Apple’s scale is unfathomable by just going by what you see. That’s why all the reports on iPhones “struggling” are purely nonsense. You can’t consider the entire scale without knowing all the components to the equations...which only Apple knows.

They supply chain is incredibly complex and your sample size is nothing in the larger picture. This is why anecdotal experience is completely irrelevant, yet is the basis for most arguments here.
 
Because you can’t possibly see enough iPhones to have an objective opinion on the subject.

Why are the sales numbers showing 14% y/y growth in Europe? You don’t get to that by selling a majority of last year’s model. The ASP was $761 and they sold 217M iPhones. The numbers are what they are and Apple performed as well in Europe as they did in any market, period. I don’t care what any of your data says, the official numbers speak for themselves.

Apple’s scale is unfathomable by just going by what you see. That’s why all the reports on iPhones “struggling” are purely nonsense. You can’t consider the entire scale without knowing all the components to the equations...which only Apple knows.

They supply chain is incredibly complex and your sample size is nothing in the larger picture. This is why anecdotal experience is completely irrelevant, yet is the basis for most arguments here.

Provide some figures then if you have sources. I’m not the only poster here to say I’m not seeing many newer iPhones as we’ve had at least 4 threads on this subject now. We never had this when previous iPhones were released and I travel enough around Europe in my line of work to encounter dozens of people using smartphones daily. Your point is anecdotal too unless you provide data to show how many devices are sold and Apple to my knowledge has never broken down these figures.
 
Provide some figures then if you have sources. I’m not the only poster here to say I’m not seeing many newer iPhones as we’ve had at least 4 threads on this subject now. We never had this when previous iPhones were released and I travel enough around Europe in my line of work to encounter dozens of people using smartphones daily. Your point is anecdotal too unless you provide data to show how many devices are sold and Apple to my knowledge has never broken down these figures.
I just gave you the official numbers! 14% y/y sales growth in Europe for FY2018, 15% for other markets like Americas, Asia Pacific and China.

$761 ASP on 217M iPhones.

Source: 10K

My data is the very OPPOSITE of anecdotal. It is THE data.

Do you need a link? Please, stop talking about what you see. It’s irrelevant.

upload_2018-12-30_19-49-54.png
 
Last edited:
The change is total net sales and services. It would be helpful to provide iPhone unit sales only. Thanks.
 
The change is total net sales and services. It would be helpful to provide iPhone unit sales only. Thanks.
We don’t have that level of granularity. NO ONE has it. We also don’t need it to make the point.

We have what I posted and it shows iPhone did well in Europe...iPhone is called out specifically as a driver, the overall sales are up 14%, and since iPhone makes up over 60% of all sales, it’s safe to say iPhone is doing just as well in Europe as anywhere.

Make a case iPhone struggled in Europe while the region put up 14% growth. You can’t. Not on a product that is 65% of all revenue and Europe is 20% of TOTAL sales.

Europe net sales increased during 2018 compared to 2017 due primarily to higher net sales of iPhone and Services.

Just stop.
 
Last edited:
One thing that's for sure - once the new year hits - those that could be persuaded to buy a more agreeably priced Xr, Xs or Xs Max are going to wonder if they should just wait for June...
 
We don’t have that level of granularity. NO ONE has it. We also don’t need it to make the point.

We have what I posted and it shows iPhone did well in Europe...iPhone is called out specifically as a driver, the overall sales are up 14%, and since iPhone makes up over 60% of all sales, it’s safe to say iPhone is doing just as well in Europe as anywhere.

Make a case iPhone struggled in Europe while the region put up 14% growth. You can’t. Not on a product that is 65% of all revenue and Europe is 20% of TOTAL sales.

Europe net sales increased during 2018 compared to 2017 due primarily to higher net sales of iPhone and Services.

Just stop.

Oh that’s interesting. So you don’t have actual unit sales either. Can you also bold and underline services as well? Thanks
 
Oh that’s interesting. So you don’t have actual unit sales either. Can you also bold and underline services as well? Thanks
What in the world do you want to convince you iPhone did well in Europe? If you can’t understand basic business concepts, I’m seriously at a loss. You’ve provided nothing but skepticism and conjecture while I’ve provided absolute facts and still this nonsense.

I’ll try one more time. 14% growth in Europe, almost perfectly in line with the other geographic segments, and in line with the average growth across the entire business.

iPhone is 65% of total sales. It’s literally impossible for Apple to put up 14% top line growth in Europe if the iPhone is struggling there in any way, including poor sales of flagship models. Services follow iPhone success too.

Europe is Apple’s second largest geographic segment, even bigger than China. iPhone can’t struggle there or we’d see it in the data.

Again, we don’t need unit sales by region to see what’s going on...unless we ignore facts. Seems that’s the preferred method for the Apple doubters. Keep ignoring the facts and shifting to metrics that don’t exist as if those tell the story better than the reality.
 
Last edited:
Whoops! We made the iPhone 7, 7+, 8, 8+ and X too powerful. Now people are actually holding on to their phones for longer than 2 years. Better screw up the next update and make them slow so people are forced to upgrade!

That would actually be "The Apple Way"
 
What in the world do you want to convince you iPhone did well in Europe? If you can’t understand basic business concepts, I’m seriously at a loss. You’ve provided nothing but skepticism and conjecture while I’ve provided absolute facts and still this nonsense.

Nonsense indeed. Absolute facts yet no numbers. You said it yourself... Apple doesn’t provide numbers, so you are coming up with your own inferences. I don’t think you are right/wrong per se but it’s interesting how much conviction you have when you are using your own inferential data points.

I’ll try one more time. 14% growth in Europe, almost perfectly in line with the other geographic segments, and in line with the average growth across the entire business.

iPhone is 65% of total sales. It’s literally impossible for Apple to put up 14% top line growth in Europe if the iPhone is struggling there in any way, including poor sales of flagship models. Services follow iPhone success too.

Europe is Apple’s second largest geographic segment, even bigger than China. iPhone can’t struggle there or we’d see it in the data.

Again, we don’t need unit sales by region to see what’s going on...unless we ignore facts. Seems that’s the preferred method for the Apple doubters. Keep ignoring the facts and shifting to metrics that don’t exist as if those tell the story better than the reality.

I can see plenty of ways to spin “growth” in the iPhone category without knowing unit sales.
 
I just gave you the official numbers! 14% y/y sales growth in Europe for FY2018, 15% for other markets like Americas, Asia Pacific and China.

$761 ASP on 217M iPhones.

Source: 10K

My data is the very OPPOSITE of anecdotal. It is THE data.

Do you need a link? Please, stop talking about what you see. It’s irrelevant.

View attachment 813357
My point has never been that the iPhone is struggling in Europe. I said the newer devices as less popular than the older models hence why major carriers in the UK at least still report the iPhone 7 remains their best seller with the iPhone 8 a close second. This has been the case since September 2017 and regardless of global ASP, this is the situation here and more than likely why it’s rare to see X style devices when out and about.
 
My point has never been that the iPhone is struggling in Europe. I said the newer devices as less popular than the older models hence why major carriers in the UK at least still report the iPhone 7 remains their best seller with the iPhone 8 a close second. This has been the case since September 2017 and regardless of global ASP, this is the situation here and more than likely why it’s rare to see X style devices when out and about.

I've not seen any iPhone X phones out in the wild, all iPhone 6-8. You are absolutely correct. People just aren't upgrading phones regularly anymore, and when they do they are opting for the cheaper options.
 
  • Like
Reactions: The-Real-Deal82
I've not seen any iPhone X phones out in the wild, all iPhone 6-8. You are absolutely correct. People just aren't upgrading phones regularly anymore, and when they do they are opting for the cheaper options.
I’ve seen around 25 ever and that’s not giving me the impression they are hugely popular as when the iPhone 6 came out they were absolutely everywhere. We’ve got a guy suggesting they are selling better than any other iPhone yet where are they? I remember the thread here asking if anybody has seen them in the wild and it was full of people with experiences like ours.

I don’t doubt iPhones are still popular as for me they are the best phone you can buy, but the newer devices with the higher price tags seem elusive. Carriers wouldn’t be offering three year contracts and free iPads and Apple Watches if the sales were flooding in. The iPhone XR is being heavily marketed to the point unless you went on Apples website here you would know the XS existed.
 
I’ve seen around 25 ever and that’s not giving me the impression they are hugely popular as when the iPhone 6 came out they were absolutely everywhere. We’ve got a guy suggesting they are selling better than any other iPhone yet where are they? I remember the thread here asking if anybody has seen them in the wild and it was full of people with experiences like ours.

I don’t doubt iPhones are still popular as for me they are the best phone you can buy, but the newer devices with the higher price tags seem elusive. Carriers wouldn’t be offering three year contracts and free iPads and Apple Watches if the sales were flooding in. The iPhone XR is being heavily marketed to the point unless you went on Apples website here you would know the XS existed.
It's the same deal with Android, people are not upgrading to the latest and greatest anymore, it's just too expensive. It's the technology enthusiasts like people on this forum that own the expensive phones and we are the minority.
 
  • Like
Reactions: The-Real-Deal82
Too many people out there are saying the phones have gotten too expensive. It’s not rocket science Apple.

The funny thing is that people have been saying the same thing since 2013, and Apple has gone on to sell ever-increasing numbers of iPhones at ever-increasing ASPs.

Apple has gone on to defy the very tenets of economics and disruption and it’s been fascinating to watch this unfold over this couple of years. And yet rather than try to study and explain this phenomena, people are instead opting to deny that this is happening.

Disappointing.
 
The funny thing is that people have been saying the same thing since 2013, and Apple has gone on to sell ever-increasing numbers of iPhones at ever-increasing ASPs.

Apple has gone on to defy the very tenets of economics and disruption and it’s been fascinating to watch this unfold over this couple of years. And yet rather than try to study and explain this phenomena, people are instead opting to deny that this is happening.

Disappointing.

Not true, people have been saying Apple is doomed but what is happening now is not just happening with Apple, the whole smartphone industry is experiencing a slowdown in sales. Be it the increase in prices, market saturation or both this is happening.
 
The funny thing is that people have been saying the same thing since 2013, and Apple has gone on to sell ever-increasing numbers of iPhones at ever-increasing ASPs.

Apple has gone on to defy the very tenets of economics and disruption and it’s been fascinating to watch this unfold over this couple of years. And yet rather than try to study and explain this phenomena, people are instead opting to deny that this is happening.

Disappointing.
Sales have been flat in the last 3 years with little growth. Apple are selling 20 million less iPhones per year than their peak of 2015 but with higher prices the ASP has increased naturally. If everybody was happy with the new lines then Apple wouldn’t need to sell older devices at all. Apple are still selling plenty of iPhones, but the more expensive devices will never compete with older devices or the XR by default as the market is more limited.
 
Sales have been flat in the last 3 years with little growth. Apple are selling 20 million less iPhones per year than their peak of 2015 but with higher prices the ASP has increased naturally. If everybody was happy with the new lines then Apple wouldn’t need to sell older devices at all. Apple are still selling plenty of iPhones, but the more expensive devices will never compete with older devices or the XR by default as the market is more limited.
Samsung competes in the low, mid and high range for cell phones. Why can't apple compete in the mid and high range? Why does it have to be one model with either different memory of capabilities? Hence why I believe the iphone 7/8 and plus versions will be with us for a couple of more years. Maybe apple will cease selling the 7 and keep the 8.
 
Samsung competes in the low, mid and high range for cell phones. Why can't apple compete in the mid and high range? Why does it have to be one model with either different memory of capabilities? Hence why I believe the iphone 7/8 and plus versions will be with us for a couple of more years. Maybe apple will cease selling the 7 and keep the 8.
I think if you put bias aside there are so many great phones available at the moment, the midrange phones have closed the gap to the flagships. There are great choices out there be it iOS or Android, just pick your poison and enjoy your device!
 
Nonsense indeed. Absolute facts yet no numbers. You said it yourself... Apple doesn’t provide numbers, so you are coming up with your own inferences. I don’t think you are right/wrong per se but it’s interesting how much conviction you have when you are using your own inferential data points.



I can see plenty of ways to spin “growth” in the iPhone category without knowing unit sales.
14% revenue growth in Europe. Apple can't achieve that without the iPhone.
[doublepost=1546269753][/doublepost]
My point has never been that the iPhone is struggling in Europe. I said the newer devices as less popular than the older models hence why major carriers in the UK at least still report the iPhone 7 remains their best seller with the iPhone 8 a close second. This has been the case since September 2017 and regardless of global ASP, this is the situation here and more than likely why it’s rare to see X style devices when out and about.
Can't get 14% revenue growth in a region that is struggling to sell flagship models. Period.
[doublepost=1546271005][/doublepost]
Sales have been flat in the last 3 years with little growth. Apple are selling 20 million less iPhones per year than their peak of 2015 but with higher prices the ASP has increased naturally. If everybody was happy with the new lines then Apple wouldn’t need to sell older devices at all. Apple are still selling plenty of iPhones, but the more expensive devices will never compete with older devices or the XR by default as the market is more limited.
2015 was an outlier year purely because Apple had never released an iPhone with a large screen. It's not as though Apple offered a superior product in 2015 versus today and they've somehow failed to deliver since 2015.

Having multiple options for a product that did $166B in sales only makes sense. I think it's less to do with consumers being "happy" with the new phones and more about giving multiple options for price, features, etc while managing production lines, margins, and inventory levels. I don't think Apple could do a better job than they have and are doing with the iPhone.
 
Last edited:
Can't get 14% revenue growth in a region that is struggling to sell flagship models. Period.
[doublepost=1546271005][/doublepost]
2015 was an outlier year purely because Apple had never released an iPhone with a large screen. It's not as though Apple offered a superior product in 2015 versus today and they've somehow failed to deliver since 2015.

Having multiple options for a product that did $166B in sales only makes sense. I think it's less to do with consumers being "happy" with the new phones and more about giving multiple options for price, features, etc while managing production lines, margins, and inventory levels. I don't think Apple could do a better job than they have and are doing with the iPhone.
According to multiple sources and a quick Google search the iPhone sales growth for the UK only is 0.40% to this time last year. If it’s 14% for Western Europe then the UK contributes very little to that it seems. I’m not making it up when I observe the lack of newer devices in the wild here and the introduction of 3 year contracts and trade ins suggests Apple needed a new strategy here for a slower market.
 
  • Like
Reactions: WatchFromAfar
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.