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People keep phones longer..

That’s only part of it. The other considerations would be the influx of price increases with the iPhones as they stand currently and the battery replacement program Apple introduced over the last year. When you combine all *three* of those considerations, it takes a toll on the iPhone greatly. Moving forward, it’s all about strategizing and trying to bring the customer into the store to upgrade.
 
As expected by anyone who is objective about what is going on in the market in general and specifically, with Huawei product offerings. I'm also curious about how Apple's numbers are like in Europe. There seemed to be a good number of complaints about prices from our brothers and sisters across the pond, and members have reported that Huawei is going all out to try and capture that market.

Silver lining is that Tim Cook was and is absolutely right to shift Apple into services and to emphasize privacy as integral to their brand. In 5-10 years, trust and security is going to be their gold mine once they really get their health care initiatives fully executed.
 
Considering last yeah they had just released the iPhone X the biggest change to the line up in 3 years, it was going to be a battle.

That and the ‘meh’ XS and cheaper battery replacements is also likely still hurting them.
 
No surprises here. Unless you’re wearing a tinfoil hat and living in the U.S., Huawei has an extremely competitive product line up with 5G to boot.

The 2019 iPhone lineup will regain some market share because they’re finally adopting three rear cameras. But it’s pretty obvious Apple is slowly becoming a follower with regards to smartphone technologies.

Finally adopting 3 rear cameras? It’s not like this has been a missing feature for years...
 
Curious numbers.

Apple iPhone revenue dipped 20% from last year, and they think that adds up to a 30% decline in sales? ASP would have to climb to $851.

If anyone claims iPhones are too expensive, they are wrong since Apple further increased their ASP (if you believe this report). Therefore, people are buying more of the expensive iPhones.

However, recent reports from analysts have claimed the iPhone XR is the most popular selling model. An Apple executive is also said to have confirmed this. If Apple's cheapest model is the best seller, then how does the IDC reconcile their claims in this article with the new record high ASP of $851? You can't have it both ways (claim really low sales and a high ASP while also claiming the cheapest iPhone was the best seller).
 
The way I see it, 30% fewer phones sold at a roughly 51% higher cost (going from 650 to 1k) equals higher profit so Apple shareholders and Apple diehard fans still have something to brag about.
Except the $1K iPhone X came out in 2017.
 
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iPhone sales are falling, but services are increasing. The later won’t necessarily counter the former in years to come, as services sales need iphone users to purchase those services.

Will be interesting to find out how much iPhone sales fell due to people holding on to their current iPhones for longer, and due to people leaving iPhone world and switching to android.
 
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I can’t judge but 30% decline in any product in any company is horrible.

Meanwhile services is going up and it makes sense to me because for the first time my apple device will cost me an arm and a leg with an issue my MBPro is having right now

It’s quantity over quality these days, hopefully we will see new players entering in the next decade
 
Curious numbers.

Apple iPhone revenue dipped 20% from last year, and they think that adds up to a 30% decline in sales? ASP would have to climb to $851.

If anyone claims iPhones are too expensive, they are wrong since Apple further increased their ASP (if you believe this report). Therefore, people are buying more of the expensive iPhones.

However, recent reports from analysts have claimed the iPhone XR is the most popular selling model. An Apple executive is also said to have confirmed this. If Apple's cheapest model is the best seller, then how does the IDC reconcile their claims in this article with the new record high ASP of $851? You can't have it both ways (claim really low sales and a high ASP while also claiming the cheapest iPhone was the best seller).
Because IDC is garbage. Back in 2011 they claimed Microsoft would overtake Apple to become the number 2 mobile operating system. Riddle me this though: services have a 60%+ gross margin and are becoming a bigger percentage of Apple’s overall revenue yet overall gross margins are flat to down (I believe Apple guided to 37-38% next quarter). If Apple was price gouging on hardware wouldn’t gross margins be up?
 
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I don’t know what is more impressive, the rate at which Apple fell, or the fact that Apple still sold an astounding number of phones with average selling prices well above Samsung and Huawei. Let’s be honest, much of Huawei’s growth is attributed to an area of the market where ASP is likely much lower than even the XR, never mind the XS/Max.
 
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It's true: Millions of smartphone buyers have logged onto MacRumors and discovered the iphone has this appalling "notch" thing.
 
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2019-04-30-15-44-03.jpeg


Mac is still bigger than iPad.

Despite being neglected for years.
Despite a skeleton team maintaining macOS.
Despite laptops being sold with defective keyboards for 3 years.

Despite what Tim Cook says:

Mac, not iPad, is the future of personal computing.
 
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Y o Y decline and this is something to be celebrated? No 5G in 2019 and probably 2020, say what you want but Apple is not a leader in the industry.
 
Stall! Stall!
Push prices down! Increase sales!

In other insights: The Huawei homescreen is made for switchers coming from iOS.
 
Price definitely pushed me away. Just before the iPhone X came out I was ready for my next iPhone. I had been holding out for the all screen design for a full year after rumours of it and was pretty hyped up for it, however when I saw the price (almost $2000 for the cheapest model in my currency at the time), I was immediately looking for alternatives and the Essential Phone was getting press at the time so I imported one of those for significantly less than half the cost of an iPhone X - including shipping and importing fees - and haven't regretted it one bit. In fact I'm sad that Essential apparently cancelled a follow up phone.
 
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