Apple is still offering the Trade in and Upgrade for the XR and XS. You can either look at it as sales are lower than expected or they want to entice people to give up their older model iPhones which I am certain they are all working fine. Either way, it is consistent with the cut in the current production. None of us have access to the data of sales, so it is useless to guess as to how well the sales of iPhones are doing.
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Apple Tells Suppliers to Cut iPhone XR and XS Production by 10% for Next Three Months
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The question really is, is how bad is it in China? Samsung took a beating as well and they are estimating a bad quarter to come as well.
Apple needs to do a better job with planned obsolescence if they want people to upgrade!
I don’t think people are envious about the gimmicky touchbar designs on MacBooks. Microsoft is way ahead with its Surface designs because of their kickstands, fanless designs, and plenty of specs.
The trade in and upgrade is a service, not really an economic thing because you can sell your old iPhone for more than the trade in value that Apple is offering. It is just a lot easier to do the transaction at Apple than to post your sale on Ebay or Craigslist.
As you say, this cut in production is hard to compare since you don't know what it was cut from and what is normal as you get away from the launch day demand.
In any case, Apple will give updated estimate for revenue in 2Q 2019 soon enough. Probably the stock settles back to trading at something like 15 times earnings, which is a very normal level for a stock to trade at.
And folks can claim "lack of innovation" and ignore things like Apple went from selling no watches to being maybe the biggest watch seller in the world in something like four years.
My guess is it's to get the older phones out of circulation.
I had an iPhone 7 plus that I wanted to give to my parents, so I bought an XR. The only reason I bought the XR at all is to have an extra phone, and it turns out I absolutely hate the XR compared to the 7 plus.
There has been so little improvement since the 6S came out that even a 4 year old phone is serious competition for the latest. That has to be hurting apple.
"A second source said that overall production volume of both new and old iPhones will be reduced by approximately 40 to 43 million units for the January-March quarter, down from an earlier projection of 47 to 48 million units."
so production is 5 to 7 million units? or did the editor miss this one. should it be "reduced to" not reduced by"?
[doublepost=1547042331][/doublepost]And Samsung is just running away with it, increased production, increased profit. go Samsung, Go!
https://www.cnn.com/2019/01/07/tech/samsung-earnings-drop/index.html
so production is 5 to 7 million units? or did the editor miss this one. should it be "reduced to" not reduced by"?
[doublepost=1547042331][/doublepost]And Samsung is just running away with it, increased production, increased profit. go Samsung, Go!
https://www.cnn.com/2019/01/07/tech/samsung-earnings-drop/index.html
I don't doubt the XR is selling better. It's the only somewhat reasonably priced flagship iPhone. It's less expensive than comparable Pixel 3/XL, Note. The Verizon and Apple stores I've been too both had many people looking at the XR or 8/8 Plus. I see very few people looking at the XS/XS Max. YMMV.
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There are definitely compromises to the XR coming from a 7 Plus. A testament to how good of a device the 7 Plus still is and how future proof Apple has made the last several generations of iPhones. This cannot be understated when talking about decreased iPhone sales. The fact that a 6S still runs at nearly 2018 flagship levels most definitely convinced millions of users that the $750+ cost of iPhones is not worth it. I still believe that the X/XS range of phones were too much a jump in price. I doubt we see increases in the cost of iPhones for a few years at least.
You know it's bad when Tim's on Mad Money bragging about Airpods
Point is multiple adjustments on a quarter by quarter basis is not outside of the realm of possibility. I will bet apple has adjusted production multiple times in a quarter over the last 10 years.
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You can’t blame them right? Running apple right into the ground.
You’ve forgotten to mention the iPhone XIS max for 2299.
Even if your link weren't nonsense, would their speculation mean more than the CEO of Apple saying the X was the best selling iPhone every week since release? Why is "The Register" credible?
He CAN NOT lie or he goes to jail.
Tim Cook > Your source.
Waste of money, we get to see that every time he appears in the media.
Wrong. They aren't selling well enough in China, but Apple again made record revenues in developed markets like US, Canada, Germany, Italy, Korea, and the Netherlands.
Right. The question is, what did they do with iPhone production last year? Did they keep it the same? I doubt it.
Honestly, This news doesn't really spell the doom gloom that I think people want to read into it. (and y'all know i'm typically critical).
10% drop of manufacturing of the Xr 2-3 months into the cycle doesn't seem abnormal. Sales are always much higher during the initial peak of launch and lowers afterwards. This is normal cyclical behaviour of all apple's device sales.
This news doesn't really paint much of a picture at this point as you'd likely see a decrease in manufacturing at this time regardless if they were selling or not.
10% drop of manufacturing of the Xr 2-3 months into the cycle doesn't seem abnormal. Sales are always much higher during the initial peak of launch and lowers afterwards. This is normal cyclical behaviour of all apple's device sales.
This news doesn't really paint much of a picture at this point as you'd likely see a decrease in manufacturing at this time regardless if they were selling or not.
Both theregister and Tim Cook can interpret "iPhone 8" as "iPhone 8, not iPhone 8+" or "iPhone 8 and iPhone 8+", so it's quite possible they are both saying opposite things with neither exactly lying. Similar you code say iPhone X sales are close to zero now, or you could add up XS, XR, and XS-max and call them all "iPhone X".
PS. The quoted article from theRegister was from June or July 2018, long before the XR was released. So when theRegister wrote that article, XR, XS, and XS-Max sales were all exactly zero.
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And it's not really that iPads bend easily, it's that some people are strong enough to bend an iPad. And if someone bends their iPad on purpose, Apple should let them go to court to try to get their money back.
They had it in a shape of SE, which was selling rather well for its $399. Now the most affordable one (iPhone 7) starts at $449, which is not bad either, considering it is bigger and overall mightier.
I went from a iPhone 6 to a iPhone x. I don't remember what year I bought the 6 but they were just introduced to the market. I sold the 6 for 250 bucks and I had just put a new battery in it. The new owner tell me it still works like a new one. I will more than likely keep my x for the same amount of time.
Not in China. iPhone accounts for 10% of market share. If anything, adapting to Apple's walled garden of iOS is a hindrance to acceptance, not a benefit. Combine that with an extremely high price and you have the current reality of the iPhone not selling well in China.
