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Apple Shipped an Estimated 29 Million iPhone X Devices in Q4 2017
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In comparison with Q4 2014:
Is iPhone X a success? Kinda. Is it the supercycle that Apple wanted? Definitely no.
- iPhone 6: 42 million
- iPhone 6 Plus: 16 million
Is iPhone X a success? Kinda. Is it the supercycle that Apple wanted? Definitely no.
Never in the history of Apple have they released a correction upward and they have routinely reported to a large beat. Companies don’t revise mid quarter and say, we are going to do better. They might not have known how well they would do until the very last few weeks anyway. This situation wouldn’t be anything close to stock manipulation. A courtesy heads up might be customary if the company is cratering.
I got a headphone dongle with my X.
It's in the little travel pouch that contains my 20 year old Etymotic headphones I use when I fly.
Which isn't often. So I've yet to use the dongle.
I've also got a MacBook Air which has an gig-ethernet dongle which I rarely use either. Only for when WiFi isn't fast enough for a large/lot of file transferring.
That's what dongles are for. Just in case you really must use something that most people rarely use any more.
Why do we need to have the headphone jack back in?
For the 1% who think they are so self important that it MUST be part of the package. I think not...
Terrible comparison. Just awful.
1) The iPhone X is a premium device with a $1000 price tag. It was never going to sell 50+ million in a quarter and no one who knows anything thought it would.
2) It went on sale Nov 4, so it had about 57 days in the market for Q1.
3) Production was limited, at least for the entire month of November and into December.
4) It is WAY too early to know the success/failure of the X because more interesting will be Q2 guidance and results.
5) the 29M number is pure speculation as nothing official has been released and the X mix won’t be broken out anyway. Revenue will tell the story.
6) You’re a well documented bear and general Apple naysayer so you want to believe what you’re speculating.
7) Before you call me a cheerleader, everything I’ve said is fact and I’m taking a wait and see. You’re claiming it to be “definitely no” on a super cycle. Way too early and speculative.
8) The 58M iPhone 6 sold in 2014 will be about the same revenue as 30M iPhone X. Did you consider that?
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Naturally more will buy the 8. Totally expected.
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Margins on the iPhone 6 series were far better than iPhone X.
iPhone X was widely available for next day delivery in the U.S. and China by mid-December 2017.
The rest of course is speculation as Apple never breaks down the units sold.
There is no data to back up your first statement and has been speculated actually the opposite. I follow Apple closely and can tell you the iPhone X is almost assuredly their highest margin product. And don’t start quoting speculation like bill of materials. All meaningless.
iPhone X only being readily available for 2 weeks in the quarter in SOME markets doesn’t prove anything. People hold off for all kinds of reasons and 3 new phones to choose from is always better than 2. Supply was constrained the week of xMas in the US (I track it) and remained constrained in China and Asia through the new year and up until about a week ago in some places.
ASP on iPhone X will be close to $1100 as it’s speculated over half choose the $1149 model. That means 30m at $1100 is $33b and $33b at $600 which is roughly the asp for other iPhone models is 55M. So they can sell 55M regular iPhones and only have the same revenue as 33M X. The X is is like gasoline on the fire of sales. Adds up quick.
Apple was wise to hedge their bet on the iPhone X with the more conventionally priced 8. One speculation I’m waiting to hear is about whether Apple will release an iPhone 9, and what that model would look like if they did.
Nope. Because your math is wrong.
$649 iPhone 6 * 42 million = $27.26 million
$749 iPhone 6 Plus * 16 million = $11.98 million
vs.
$999 to $1,149 iPhone X * 29 million = $31.15 million
Didn't bother reading the rest of your post.
You mean billion?
I used 30M X and an asp for all other iPhone, which is maybe a little understated since you said 6. Still, it’s $38B to $33b. A lot more iPhone sold and similar revenue. Point is, X adds up quick despite only selling half. It’s essentially 2 other iPhones per sale.
That, and I’m always made a little queasy by the recurring use of the term “record profits.” Any time a company doesn’t report a record profit, that means profits have declined, and declining profits are a bad thing. Corporations are like sharks, they have to keep moving forward or they die.
If you don't factor in the BOM, then there's no point in this conversation.
iPhone 6 and 6 Plus: $200 to $250
iPhone X: $370
Apple would rather sell 2 iPhone 6 devices and profit $900. Rather than 1 iPhone X and profit $629. Not to mention the add-on, attachments, and service revenue from 2 devices.
I guess the Notch is not enough to deter users to avoid the iPhone X. It doesn't bother me at all after a few days having mine.
Being Festival, Holiday Season and New Product Launch (after nearly 3 years) this quarter earnings expected to be a HUGE Success in terms of number comparing last Year Earning Same Period. Following Q1 2018 and Q2 2018 will be a different ball game. But I am sure Apple can "SHOW" more numbers as usual.
Absolutely!
The iPhone X isn't perfect and I'd rather have one without the notch but seriously, it is an absolute non-issue in das to day use. I almost never notice it really.
By Apple's standards, those numbers are hardly a failure. Remember, Apple almost always chases after profit margins and net profit rather than the overall number of units sold or marketshare. Considering that X costs nearly twice as much as the base 8 and costs more or less the same to build (give or take 50 dollars or so), I'd say those numbers are extremely impressive.
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The profit margin isn't uniform across the lineup though. The X probably nets far higher than 40%.
I'm not being dismissive of your 'friends dad' or his return, but this is such a baseless argument about returning an iPhone for the notch. The Majority of iPhone consumers could care less about the notch because they they are more poised and focusing on wanting the latest device for XYZ reasons.
Anecdotally, but the majority of those who I do know who have the iPhone X, have never even mentioned the notch or even reference to it. It's a non-issue outside tech form.
It's not bad for customers. It is great for customers. But that just goes to show how naive customers are with their silly expectations. Apple very very rarely drops prices on new products, particularly iPhones.
its kind of sad that it has come to the point were most people need to finance an iPhone lol
Nobody will buy a $1000 phone! >>> Best selling phone in the world.
So now they have to fall back to:
It’s low by Apple’s standards!
Completely forgetting that Apple sells a whole phone lineup including the new 8.
Even a broken clock is right twice a day, so one day these folks will be right. But that day is not today.
So now they have to fall back to:
It’s low by Apple’s standards!
Completely forgetting that Apple sells a whole phone lineup including the new 8.
Even a broken clock is right twice a day, so one day these folks will be right. But that day is not today.
Hard to understand which are the real numbers as not clear if true sales to end users or if including the ones stocked by the operators (who were forced to make big orders to avoid missing the opportunity)
My Guts feeling is that the X sold below the expectations of Apple otherwise we would not see so many articles trying to figure out and comments from many analysts.
Looks like who wanted it got it and it is now slowing down as expectations have been lowered.
However this is what they get for the price and selling it along 8 and 8 Plus which were pretty weak too.
The X seems it will be replaced much sooner than the average refresh cycle so who bought it might not be very happy of it and if replaced so soon then the resell price will be affected.
Being an early adopter has a price, especially this time.
That been said a great device and Apple did good money with it (whilst hard to tell the real margins given all the problems they had at production, probably margins much lower than expected as they had to throw money like crazy to fix the production issues and having to deal with a very high number, initially, of faulty units they could not deliver).
I think it is really hard to say it is was a great success, no wonder all of this marketing brain washing trying to convince us it was. surely they did good money, no doubt about it.
I think they should have not released the 8 and 8 plus (or just the 8 and not the Plus) and should have fixed all the issues before releasing the X and if at 100 USD Less List price they would have sold much much much more.
My Guts feeling is that the X sold below the expectations of Apple otherwise we would not see so many articles trying to figure out and comments from many analysts.
Looks like who wanted it got it and it is now slowing down as expectations have been lowered.
However this is what they get for the price and selling it along 8 and 8 Plus which were pretty weak too.
The X seems it will be replaced much sooner than the average refresh cycle so who bought it might not be very happy of it and if replaced so soon then the resell price will be affected.
Being an early adopter has a price, especially this time.
That been said a great device and Apple did good money with it (whilst hard to tell the real margins given all the problems they had at production, probably margins much lower than expected as they had to throw money like crazy to fix the production issues and having to deal with a very high number, initially, of faulty units they could not deliver).
I think it is really hard to say it is was a great success, no wonder all of this marketing brain washing trying to convince us it was. surely they did good money, no doubt about it.
I think they should have not released the 8 and 8 plus (or just the 8 and not the Plus) and should have fixed all the issues before releasing the X and if at 100 USD Less List price they would have sold much much much more.