T-Mobile?
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Lol yeah, Apple is going to switch back to LCD because Samsung wouldn't lower their price. Apple has no leverage. If I'm Samsung I don't drop the price by a penny.
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Apple Seeking OLED Display Price Cut From Samsung Amid Rumors Next iPhone X Will Start at $899
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No. They are free to try, but in a free market, it will sway the price Apple does or doesn't pay. Can't ask for sweetheart deals from the competitors and not reciprocate.
Haha if I was Samsung I would do what Apple does and tell the, NO! Make them pay the higher price as they can’t go anywhere else haha! I seriously doubt any cost savings will be passed into the consumer...
Latest rumours I hears is the new 11 still costing from 999 and the Plus from 1100.
Latest rumours I hears is the new 11 still costing from 999 and the Plus from 1100.
Good thing you're not Samsung nor employed in a job making business decisions.
Samsung spent billions expanding the capacity of its A3 OLED fab to handle the estimated demand from Apple. Now that it's clear iPhone X sales are mediocre, that fab is sitting at under 80% utilization.
Apple can also go to the second largest OLED manufacturer, BOE (China) or third largest player LG.
Most analysts are expecting the 6.1" LCD mainstream model to outsell OLED iPhones by at least 2 to 1.
Best components is highly debateable across any and all categories, but what isn’t up for debate is all the many Apple ideas and IP they’ve thieved.
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iPhone X is the best selling handset since it launched. Don’t believe the BS stories crafted around flakey “analyst” reports that are proven to be 100% wrong again, and again, and again.
OK, but you should believe the BS stories crafted by Pollyanna fanboys -- I mean if you are an investor. Well see soon how Apple's 2Q went. All the fanboys here were justifying the unexciting X sales numbers (not revenue) with the shorter period over same quarter last year. So now the bacon is fully cooked. We'll see if X's sales numbers beat 2017 Q2 next Tues. But we've also got data from suppliers and carriers suggesting X sales have not been what was expected.
I suspect that initial sales were strong as enthusiasts and early adopters were quick to buy the latest iPhone model, but it appears that sales may have dropped off rapidly as (average) consumers who were due for upgrades mid cycle balked at the high price of the X and opted to either hold onto their existing for a bit longer, or opted for a cheaper upgrade. In order to keep sales up Apple will have to offer compelling upgrades at a range of price points.
Sure, Apple can always go to a sub par manufacturer and get their OLEDs. Samsung OLEDs are in high demand. That's why google had to use LG for OLEDs in the pixel 2xl and not Samsung, because Apple had Max out Samsung's capacity.
Good thing you're not Samsung nor employed in a job making business decisions. You would want Samsung to sell Apple their screens at cost and scream how much sales you have with no profits.
Samsung should lower their screen prices so Apple can boast at the end of quarters how much billions they made, breaking records and being the first trillion dollar company.
Why is Apple trying to negotiate with one of their biggest competitors in mobile if they could simple go to LG or BOE? A little thinking and logic can go a far way.
I would say you will be waiting for a while. The notch implementation will be here for at least another two years in all likeliness until Apple can either reduce or eliminate the Notch all together concealing the sensors, dot projector, speaker/microphone etc. Also, Micro-LED is in development/experimentation with Apple, but to have that technology mass-produced and have the necessary suppliers, it will likely be a minimum of three years before it does debut, which is allegedly rumores the Apple Watch will have a micro LED display first, followed by the iPhone.
It's really hard for me to see Apple lowering the price on their flagship product, that doesn't seem like something they'd do.
We're discussing 2018 smartphones and you're talking about 2017 products.
Samsung's OLED panels are in such high demand that Samsung postponed their A4 production line expansion plans by at least 6 months.
It's clear you have no business acumen and don't know when negotiations should be taking place.
Worldwide OLED production capacity isn't static. It has increased and continues to improve. Apple has asked LG to produce a third run of OLED pre-production displays in preparation of September.
Why wouldn't Apple negotiate with Samsung?
Please, try thinking in bigger terms instead of binary or black/white.
While I doubt the $10 in BOM reduction has a significant impact on Apple's profit margin, I still doubt investors would be too happy to see their dividends potentially reduced as a result, even by just a few cents per share..
So do you invest money based on all these analysts predictions? Or do you invest based on hard data? Like Apples record Q1 2018. Or their record guidance for Q2 2018 ($2-4 billion more than their best ever quarter, and $7-9 billion more than last quarter). Or Tim Cook stating during an earnings call the X was their best selling device? Or the jump to $800 ASP?
How do reconcile all these numbers with the BS the analysts spill out? Every. Single. Year.
Yes, but only if they sell very well, they can make profit. Otherwise, they make same profit last year by selling fewer mobiles! Meaning, Apple fans will be loaded with high margin mobiles and year after year the number goes down with increased price & margin!
Eventually they will be out of the market where Apple would work overtime by making $900 Mobiles from rivals look dirt cheap! Samsung, Huawei,Oppo,LG,Nokia would be worshipping Apple for such inspiration
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How should X owners feel over a price reduction of only $100 for the ‘s’ version of the X, possibly called the 10s? Meh more or less I would guess based on how I feel. Now, it would be a different story if Apple found a way to remove the notch which I guess won’t happen until the iPhone 11 comes out next year with an A13, new design, some new feature, new improved 3-lens camera and the “reduced” price.
It's not quite the same, but there have been cases where the successor model had more storage for the same price:
iPhone 5s: 32 GB @$749
iPhone 6 & 6s: 64 GB @$749
iPhone 7: 128 GB @$749
Or getting a larger screen without a price increase going from the 4 to the 5 or the 5s to the 6.
I'd be willing to bet quite a lot that the notch will be there for at least five years unless the top bezel gets wider than it currently is (outside the top area).
Let's face it, the current iPhone X has flopped. Not only the prize is absurd, also the price difference between the United States and Europe, a whopping €343 euro's, that's a price difference of $419 American dollars. Sure, one can state that this is due tax differences, but I'll never consider buying an iPhone, or any brand smartphone, in the price range close to 1000 dollars, let alone close to €1160 euro's ($1.417,- dollars).
A phone that will last for few years with a price tag that almost equals the cost of a good laptop, no thanks.
Even when Apple would decide to lower the cost to $899 in America doesn't mean that the prize of iPhone X's in Europe will drop below the €1000,- barrier....
All though I do look forward buying a new way cheaper iPhone model, without any 'x' that doesn't make the device truly indispensable.
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They should, else Apple will be stacked with large amounts of iPhone X models waiting for a new owner which never shows up.
A phone that will last for few years with a price tag that almost equals the cost of a good laptop, no thanks.
Even when Apple would decide to lower the cost to $899 in America doesn't mean that the prize of iPhone X's in Europe will drop below the €1000,- barrier....
All though I do look forward buying a new way cheaper iPhone model, without any 'x' that doesn't make the device truly indispensable.
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They should, else Apple will be stacked with large amounts of iPhone X models waiting for a new owner which never shows up.
Do I use 3rd party data to get other views of stocks in my portfolio. Of course. Any investor that didn't look to analysts would be negligent. Does that mean only use their opinion and one's own? Also, no and would be negligent. And here's the thing which truly makes your post silly. I've owned AAPL since 2001 when it was though of as a junk stock and all my family and buddied rolled their eyes when I told them it could go to $50 easy. It got to $50 but I didn't sell. I take a look at every good source and then decide if I should buy, hold, or sell. What I don't do is think "well CEO said X so it must be true." I can't afford to be a Pollyanna with my investments.