One can only imagine what would happen if the door were opened to Huawei to sell in the US.
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Apple Shipped an Estimated 36.4 Million iPhones Worldwide in Q1 2019, a 30% Year-Over-Year Decline
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It will when you’re dropping $1000+ on a phone which is why they are shifting the focus to a payment plan and financing. But to be fair, Apple has made iPhones able to run fairly well for 4-5 years, and with a decreasing number of wow features and all iPhones operating and doing the same thing from an iPhone 5S to XS, it’s hard to justify the $1000 purchase.
1st, in the iPod era, iPod revenue was roughly equal to Mac revenue, each equaling about 1/3 of revenue. iPhone represents 55-70% of Apple revenue these days. Its decline in revenue is far more significant to Apple.
2nd, apple cannibalized iPod sales with it's own product - the iphone. That is not what's happening today.
3rd, Apple was a far smaller company in the days of ipod dominance. You wanna argue apple could stabilize at its mid 2000 size... Sure. But that's a huge fall.
And that's all not even considering that the US government has a highly antagonistic relationship with Huawei, which has so far nearly halted its intrusion into Apple's bread and butter, the US market. How long will that last, and what happens to apple when huawei finally does breakthrough?
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Don’t feel too bad about 5G yet. The bulk of the service will be in home internet for a while. The frequency used requires a ton of small cells that will not be deployed anytime soon except to service specific areas with homes that will pay for the service.
remember Steve Jobs predicted 5% market share for iphone? well, Cook is making that a reality soon enough
Samsung and Huawei ASP is usually around 1/3 the price of the XR ($250 range). Samsung ASP usually goes up slightly when the new Galaxy S is released as they sell a lot of devices right after launch.
Several sites are reporting Samsung sold 78 million phones and 5 million tablets. IDC is reporting 71.9 million, but they might be talking about smartphones and not those cheap disposable phones.
Their mobile division had revenues of $22.3 billion, so that puts ASP at $268 per device (all phones and tablets included). However, the mobile division also has other revenues (a small portion of the overall revenues) so that figure would be slightly (but not much) lower. A far cry from Apple's ASP.
There's never been much incentive to upgrade a one-year-old phone.
Speaking for myself I’m not interested in a new Apple phone. They are too big and too expensive. I want an SE sized phone with upgraded components. To Apple’s credit my old SE is still going strong. So I don’t need a new phone. But when that day comes I’d love for Apple to make a model suited for me.
It's more about the ongoing trade/tariff dispute with the US, leading to the Chinese government heavily encouraging its citizens to purchase Chines phones. That, and an economic downturn late last year, has caused Chines iPhone purchases to significantly decline.
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See above.
swingerofbirch
macrumors 68040
It seems that it can't be a coincidence that they decided to stop reporting units sold last quarter. They must have seen this coming. And maybe wanted it to be this way (sell more fewer but more expensive devices).
I think they could easily increase the number sold if the released a new iPhone SE. But I wonder if they've calculated that an iPhone SE would actually decrease overall revenue, cannibalizing sales of their expensive iPhone XS and XR phones.
With the iPad they've aggressively gone after all parts of the market (from the entry level 329 model low-end which often sells at 249 to the iPad Pro 12.9 starting at 999).
I have to assume it makes financial sense for them not to target a lower end market with the iPhone SE? That they would see no reason for these new, big expensive phones.
But I think consumers would really like the option.
I think they could easily increase the number sold if the released a new iPhone SE. But I wonder if they've calculated that an iPhone SE would actually decrease overall revenue, cannibalizing sales of their expensive iPhone XS and XR phones.
With the iPad they've aggressively gone after all parts of the market (from the entry level 329 model low-end which often sells at 249 to the iPad Pro 12.9 starting at 999).
I have to assume it makes financial sense for them not to target a lower end market with the iPhone SE? That they would see no reason for these new, big expensive phones.
But I think consumers would really like the option.
Please don't encourage Apple to raise the ASP even more on iPads...
This quarter last year Apple shipped 5.1 million Macs versus 9.7 million iPads. Your conclusion from that chart is not really accurate.
Yeah, if the XR is updated, my wife is replacing her 7 Plus. I’ll keep mine until 2020 iPhone.
And yet the Google Pixel 3 is consistently rated as one of the very best smartphone cameras out there...with one single lens. The dual lens XS and arguably the single lens XR take pictures on par or better than many of the dual lens and even triple lens cameras out there.
People didn't take into consideration how much the phone costs when it was subsidized by the phone co's years ago and even then it was $700 tops. $1,000 is just too much for a phone, especially when a better model is coming out in the next year. Apple needs to make better products at affordable prices and that includes desktops. They could win the OS war is they just came out with a nice affordable under $500 desktop that everybody could afford.
You have it wrong. The Chinese government hasn't said a single thing about the iPhone. It's the U.S. government that's banned Huawei and trying to spread propaganda around the world.
Apple Shipped an Estimated 36.4 Million iPhones Worldwide in Q1 2019, a 30% Year-Over-Year Decline
Almost any other company in the world would be ecstatic if they shipped 36.4 million of anything in a single three month period.
Almost any other company in the world would be ecstatic if they shipped 36.4 million of anything in a single three month period.
The iPhone in its current form factor is dead. There is little Apple can do now to it to drum up sales. Removing the bezels was the last major hurdle aesthetically. There are of course ways to make the iPhone better moving forward. (Improve the screen, processor, camera, battery life.) But nothing to really get people desiring to upgrade when their current device works. Carriers have admitted less people are upgrading these days. Also a lot of people were turned off by the more premium iPhone's.
What Apple needs to do is offer a smaller iPhone (potentially the rumored 5.42" device in 2020) and a folding iPhone that works well and isn't too thick when folded. Otherwise the iPhone will continue to bring in less money quarter after quarter moving forward.
What Apple needs to do is offer a smaller iPhone (potentially the rumored 5.42" device in 2020) and a folding iPhone that works well and isn't too thick when folded. Otherwise the iPhone will continue to bring in less money quarter after quarter moving forward.
Next up will be health. I think this is a big part of the reason they don't take data to improve Siri. People don't like things about their personal lives especially in regards to their health being 'out there'
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That was the gut punch for the doubters. No other company on the planet can do such a thing. I bet a few short sellers got margin calls and were forced to cover.
Damn Apple and their full 6 years of system and security updates!
Apple's YoY revenue for the quarter was down 5% even with a 17% drop in iPhone sales. And that is due to strong YoY growth in iPad revenue (up 22%), Services revenue (16%) and Wearables/Homes/Accessories (5.1 billion vs. 2.9 billion).
iPhone will remain significantly important to Apple, but it is no longer the only product line that matters to the company's overall financial health.
Yet it is Apple products - iPad, Apple Watch, HomePod and accessories - that are helping to fill the "hole" of lower iPhone sales. And now Apple Services are contributing and they will likely only grow stronger and stronger.
Considering this was their third best quarter in the company's history, that doesn't seem to be a risk anytime soon.
Plenty of companies have been anointed by the "Apple is Doomed Media Mafia" as the one that will knock Apple down and grind them into irrelevance.
Samsung. LG. Google/Motorola. Xiaomi.
Now they anoint Huawei.
When they fail, I am sure they'll find someone else.
And yet Apple will still be there and still be strong.
What has happened is that technology is becoming mature so the only improvments left in phones are just tiny incremental things that in day to day use don't matter so much. You have to know a lot about phones to know how a $1,000 Apple iPhone is different for a $200 Chinese phone. Yes, they are different but only if you get into details. They both make phone calls and texts and run apps and have cameras.
Same with my iPhone 6 and a current model. The new phones are better but you have you know how to look to see a difference. From the outside they, all do about the same thing.
Same with my iPhone 6 and a current model. The new phones are better but you have you know how to look to see a difference. From the outside they, all do about the same thing.
Neglect is the best description of Apple's behavior in recent years. On no product line do I sense urgency, focus or long term planning. They grunt out incremental advances on a few core products, dabble in a few vanity projects and ignore the rest.