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Apple's Decision to Slash iPhone X Production Volume in Q1 2018 Could Delay Future OLED Models
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HobeSoundDarryl
macrumors G5
Ummmmm, the only time the analysts are wrong- or manipulators- around here is when the analysis is perceived negative about Apple. If any analyst offers positive statements about Apple, the cheerleaders only cheer them on, not question whether they are telling the truth and/or spin positive statements as just as likely to be false as negative ones. In short: it's what we do. Positive analyst comments are absolutely right & truthful. Negative analyst comments are suspect, fraud, manipulation. We're dazzling that way.
I believe God himself could come down, heal the sick, raise the dead, solve all world problems, etc... basically leave no room whatsoever to doubt that He is God. Then, when asked if He was human would he have favored Windows vs. Macs (or Android vs iOS), if God said He would favor Windows or Android, a bunch of this crowd would quickly proclaim "false God"... even if some of their own long dead loved ones had been risen. No-one and nothing is above Apple in some of these eyes & minds.
All
(but barely).
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I've gotten new iphones every year since the first. But X is the first one that actually makes me regret paying for so much for what really is not much different from the 7 plus that I had.
Apple should have taken a hit on the profit margin. Apple products always fell in a 3 tier price system, with prices basically the same year in and out. With maybe an increase every 5 or so years. But Timmy the Accountant can't help but try and keep or improve the profit margin instead of keeping the pricing tiers.
And not to brag, I make good money. But for the price of the fully loaded X, I could have bought a round trip tickets to europe and have some extra money left over to spend. So it's not that the price is out of reach. It's when relating the price to what else I could have used it for, maybe a phone that I'll probably have to replace in 2 years was not the best place to spend that amount of money.
Apple should have taken a hit on the profit margin. Apple products always fell in a 3 tier price system, with prices basically the same year in and out. With maybe an increase every 5 or so years. But Timmy the Accountant can't help but try and keep or improve the profit margin instead of keeping the pricing tiers.
And not to brag, I make good money. But for the price of the fully loaded X, I could have bought a round trip tickets to europe and have some extra money left over to spend. So it's not that the price is out of reach. It's when relating the price to what else I could have used it for, maybe a phone that I'll probably have to replace in 2 years was not the best place to spend that amount of money.
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NOPE. Keep it where it is because margins are important.
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I don’t mind the price at all. You mention Samsung and yet the Note 8 has price of 950.00 are you really price focused or just want Apple to be cheap?
I posted last year a rundown of the EXACT same “supply chain” rumors coming from the SAME sources every year in the same timeframe going from the iPhone 4 to the 7 (the newest at the time).
It’s the most concrete pattern you can have. Why people bother listening to the exact same rumor every year is beyond me.
Seeing as it’s the same sources, the same analysts (Kuo being chief among them), and the same timeline EVERY year I’m not sure why anyone buys into these anymore. Unless of course it’s to take advantage of the stock price in the few hours these reports seem to have an effect.
I don’t know what to tell you other than to tell you I’ll be posting the same thing next year, I’ll mark my calendar.
Apple have finally found their price ceiling, people are not prepared to pay £1000 for a freaking phone! This is the first iPhone since the 3GS that I have not bought day one. On top of that I prefer to have TouchID rather than being forced to use FaceID which has already proved to be unreliable.
Oh and that damn notch, urgh!
Oh and that damn notch, urgh!
If the phone is in your car cradle you'll be looking at your phone anyway ... and all you do is swipe up on the phone to unlock it. It really isn't any extra work on the X. I don't understand why people think this is a big deal. And also, due to the machine learning of Face ID, I can now wear my sunglasses and my phone still unlocks. As for the headphone jack, it comes with an adapter right in the box. I also have a splitter in my car for both charging the phone and plugging the auxiliary cable into my stereo ... I didn't have to change anything I was doing except purchasing the splitter for 11 bucks on Amazon. People make a way bigger deal out of this than necessary. I don't miss Touch ID ... and Touch ID was the one big thing that almost kept me from buying the X ... but I got used to Face ID the first day ... and Face ID is only going to improve from here on out ... just like the evolution of Touch ID.
Exactly correct. This thread is hilarious, same thread has been had last few years around this time. I bet most of the participants are day stock traders trying to spread doom and gloom ...
I think most people complaining about Face ID haven't actually used Face ID. I am very pleased (and surprised) how well it works. Just like Touch ID there are times Face ID doesn't work great, but overall i find Face ID edges out Touch ID as a better option.
Yeah ... I was one of the many complaining about it before actually getting the phone. Now I can't imagine using an iPhone without it and the X is easily my favorite iPhone so far.
Apple never thought the $999 price point was appropriate for the average consumer. But it sure seems to have been appropriate for the top 60+ million!I see reality has bitten Cook and Apple... good!!! They are now worth around 45 billion dollars less then they were a week ago:
http://www.telegraph.co.uk/technolo...lows-iphone-x-production-causing-shares-fall/
Record profits mean jack to shareholders looking at predicted weaker sales forcasts....
Maybe they’ll drop the friggin price and stop being so greedy?
http://www.telegraph.co.uk/technolo...lows-iphone-x-production-causing-shares-fall/
Record profits mean jack to shareholders looking at predicted weaker sales forcasts....
Maybe they’ll drop the friggin price and stop being so greedy?
At least in the US it’s “only” $1000, in the EU the base model starts at €1159, that’s the same as if the iPhone were priced at same value in dollars, if you take the € to $ conversion that figure is higher. Would you have paid $160 dollars more for it than you you did? I don’t think most people in the EU do either.
The whole device feels really refined and the design visibly is another generation. Much of that feeling can probably be attributed to the curving display that follows the exterior design - my iPad Pro or MacBook with sharp display edges behind a glass surface let into a frame looks much more rudimental by comparison, like yesterday’s tech. The iPhone X display also feels closer to the user than on other iPhones or the iPad, much like the display of the new tbMBP’s look less distanced and more crisp than the older retina displays. Display design is a relatively minor and not necessary feature, but one that adds a lot to the package.
I like the overall design a lot with the constant bezel width around. The large screen is really cool and IMO better implemented than current Android phones with bars top and bottom. I don’t mind the notch as you don’t see it in everyday use. It’s probably 2-3 inches higher than where you look on the display so you don’t realise that the notch exists. I sometimes notice it kinda surprised. What I also like is the deep black of the OLED display that blends in quite perfect with the notch. Other times you have the status bar not consuming any screen content space as it uses the added areas on top, which does make sense and is practical.
The display is further enhanced by 3D Touch and Taptic Engine. Opening the camera or turning on the flashlight gives a satisfying clicking physical button feel much like a Mac trackpad, many UI interactions are enhanced by very refined vibration (like rolling the dial input for setting an alarm, clicking “like” on Facebook and others). The vibration feels different and much more refined than on other iPhones, adds another dimension in comparison to iPad. Swiping up for home feels natural and easy, is more effortless than clicking a button.
Face ID works pretty good and is quite effortless. Most of the times it’s one interaction less than placing your thumb on a home button - just lift your phone to open and unlock it, look at it to log in. Can’t say I miss Touch ID though I believe the latter still is the better fit for an iPad.
The cameras are great and practical, make pretty pretty good low-light photos, much better than on my iPad. I took some night city pictures some days ago and they turned out pretty noise-free and sharp, optical stabilisation and large apertures helped prevent blurry pictures even when shooting pictures while walking.
Battery is pretty good, obviously not iPad Pro levels, but I get by fine with charging only every second or third day. I believe it’s better than my older iPhones but I can’t compare to an iPhone 8.
I could go through all different areas of the device but the defining feature and what makes the iPhone X brilliant obviously is the large screen with constant bezels, 3D Touch and Taptic Engine as well as the refined design and feel of the device. It looks and feels solid, more than any other iPhone ever has, and body and screen blend in quite nice. The longer you use the phone, the more you get the feeling that this is a device of the future. My iPad, while just some months older, feels like several years behind in comparison just from design and user experience.
Don’t like:
-no Apple Pencil support
-no ProMotion means the lower refresh rates sometimes make it look like stuttering
-it’s unusually long, especially when first using it. You get used to it and it is practical and good in everyday use, so not necessarily a dislike. But it’s more or less useless for browsing websites in landscape mode
-iOS 11 regularly has UI and UE bugs, sometimes messing with the notch area like 3D Touch home screen menus that get behind the notch, safari sometimes has the web address overlay, then over that a stripe where you see the web page and then again the overlay look for the status bar and others. Looking forward to iOS 12 where they hopefully work out some bugs, improve UI and have made some progress on the whole OS being adapted to an all screen device after having iPhone X for a year.
-some apps don’t really make most out of the added screen area and give you blank spaces but there’s hope for iOS 12
-signal reception in areas with bad signal is worse than on all older iPhones and on my iPad, though when signal is good it is blazingly fast.
-camera/noise reduction sometimes handles complex textures like grass bad and makes that look like digital zoom on a 10 year old point-and-shoot (when you zoom in/look at that area). But that’s probably the same on all new iPhones and there’s hope for OS improvements.
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1) Nikkei has been consistently wrong on Apple in the past. They reported the same garbage last year and Apple reported all time high sales.
2) No one ever "set" a production target publicly.
3) It's been proven time and time again Apple's supply chain in literally impossible to predict.
4) We have numbers coming Thursday from Apple that will tell us everything we need to know.
FAKE news, as usual when earnings are about to be released for Apple.
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Very reliable analysis.
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It's wrong like it has been literally every time before.
How'd I do?
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Let's not do a victory lap yet.
This is fake news until proven. We have numbers coming Thursday to tell the real story and guidance for Q2.
Nikkei is consistently wrong on AAPL and has been proven just last year when they reported fake news on iPhone 7 production cuts.
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Literally the FIRST post in this thread that someone has a clue. Exactly what happens when earnings are around the corner. Happens every year, then Apple reports and the story changes.
Well my dear, that's the reality of the facts, on those around me. Office environment, white collar job. When the Plus versions would come out, they popped out like mushrooms on a forest. New Phone, new leather case and so on. You get the idea.
The iPhone X however is a rarity on my environment.
Exactly right. Unnamed sources, unconfirmed numbers, made up "targets," and an incomplete understanding of a complex supply chain. Nikkei is FAKE news when it comes to Apple.Another story with unnamed sources to drive the stock price down before earnings release. They were able to bring the stock down 4% last week. I’m sure this report is good for another 2-3% today.
Also everyone complaining about the price...as far as I know Apple never guided to higher margins in their earnings call. To me that signals that the phone is priced higher because it’s more expensive to make. Of course everyone complained about Apple being behind the competition because they didn’t sell an OLED phone. Now everyone is complaining it’s too expensive. But how many people are buying an X outright? Aren’t most people on a payment plan? My monthly bill with AT&T went up $15 when I got an X. Is that really breaking the bank? No.
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Come back Thursday and let me know how you think they did. We'll look at iPhone sales, ASP, revenue, and EPS. Deal?
I work at a Fortune 10 company and everyone in my group has an X.
haha too funny. He said, she said debate.
I have been seeing more and more X's around town over the last month or so.
Chill up a bit, I'm not checking MacRumours 24/7. Apple may have sold crazy amounts of iPhone X, that I don't know. What I "know" is what I see around. Maybe the folks I work with and also others sharing the same building prefer big screen phones?
In my case, couldn't care less, i'm super happy with my iPhone SE 64Gb.
You do that, and Apple will still be worth 45 billion dollars less then a week ago.... but you go starry eyed at its profits.
Real share holders and investors don’t look purely at profits. They also look at production orders being halved!
What does a white collar job have to do with anything (especially nowadays)? White collar could be you're a claims processor in an insurance company earning 30k/year, but with financing of devices nowadays most anyone can afford ~$30/month. Fact is the number of iPhones sold in last 3-4 years will far outnumber the X no matter what, and the number of people who buy a phone is easily outnumbered by already sold iPhones. Every year it takes in the major cities i live around 4-5 months for the new iPhone to be "noticeable in volume comparatively." Anyway, this is silly. Even if sales are half of "expectations" there are still MANY MILLIONS of X sold, it's hardly not selling.
Yeah, but the smart investors are aware that Apple always cuts production rates after their peak launch/holiday quarter.