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Apple's New iPhone XR Has Been the Most Popular and Best Selling iPhone Since October Launch
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Relatedly, an article I stumbled across today ( not the evidence I was previously referring to) which clearly states a halt in production.
https://www.reuters.com/article/us-...all-three-new-iphone-models-wsj-idUSKCN1NO0WG
https://www.reuters.com/article/us-...all-three-new-iphone-models-wsj-idUSKCN1NO0WG
The article doesn't say anything about halting production.
Apple has several suppliers, and they often shift production from one to another. This is the same reporting that happened last year when iPhone X was the top selling phone in the world.
True, my misquote. The line says a cut in production for all three iPhones. Nevertheless considering it’s been out a month or so, that doesn’t sound great.
In regards to switching suppliers, again true but this article is one of many which leans towards the fact the XR is potentially the worst selling iPhone in recent years. Quite rightly so, it’s pointless.
One option is that the customer pool goes down but not necessarily so. The other option is that customers hold on to their iPhones longer hence upgrade cycles become longer
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"But in India, maybe the other way to penetrate the market will be for refurbished iPhones to be sold there. "Maybe so or Maybe no.
The customer pool can still grow and grow.
Apple is selling a lot of iPhones. Lots! Every second of every minute.
Having said that - even if new phones are not being purchased by everyone, there is another level of the iPhone market that can grow. Just look at how many people on the Macrumours site are claiming to be using an iPhone 6 or whatever because they are waiting for the next iPhone models. Instead of being recycled, these older iPhones are still being used! And why not. They are still pretty good - just not as good as the latest iPhone models. There is room for everything.
Instead of releasing an "iPhone SE" - you can just go and buy a used iPhone X or iPhone 8. No shame in buying a used phone. For some people it's all about the price.
Compare to Automobiles. For example, not everyone buys a brand new car every year. Some people have never purchased a brand spanking new car - they always buy a used car. Some people lease their car. Some people only drive the top brand vehicles, and others only buy the economy models.
Think about how Apple can penetrate the India market. One way would be to simply wait for the middle class to grow.
That is what happened in China. In China the middle class grew and grew - it's to the point where many millions of new iPhones are sold in China every year. But in India, maybe the other way to penetrate the market will be for refurbished iPhones to be sold there.
The customer pool can continue to grow if the older used iPhones are kept alive and working instead of being decommissioned and recycled into scrap.
All the crying about $1200 phones is silly. Do you know what the new 2020 Porsche 911 retail price is? It was shown yesterday. Do you hear many people complaining that it is priced too high? I don't think so.
Apple's cost of production, not even including non-recoverable engineering costs, is easy to calculate. They sell most phones with a 38% margin. So as little innovation people claim is in these iPhone's, there is a real cost to produce them. Maybe it's just not for everyone to buy every year. Or maybe it is something we should all be buying new every year because it is so important to our lives. It's another layer of "senses" in some ways. What price for 6th sense?
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That's what I was trying to say! You said it better
Apple tried that. The Indian government didn't take too kindly to that.
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Or maybe newer iPhones like the iPhone 7 series / 8 series are good enough to the point where consumers don't need to upgrade every year
http://www.asymco.com/2018/09/13/lasts-longer/
"Xr outsells the other iPhones" doesn't really amount to much of a statement as it (thoeretically) could sell 10 unites, to the Xs' 5.
though, giving the price points, it doesn't surprise me tha the Xr is the more popular iPhone. 999+ is a hard swill to pollow.
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honestly until we see some volume number analysis, it's impossible to tell. all we knowbased off this is that the Xr outselling the other two. so if the numbers for the Xr are low, than so are the other two.
though, giving the price points, it doesn't surprise me tha the Xr is the more popular iPhone. 999+ is a hard swill to pollow.
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well, if the Xr is selling more than the Xs and Xs+, wouldn't that make those two the worst selling iphones?
honestly until we see some volume number analysis, it's impossible to tell. all we knowbased off this is that the Xr outselling the other two. so if the numbers for the Xr are low, than so are the other two.
Apple only offers 3 current models.
The iPhone 7 and 8 are not current models. And was just making an hypothetical point using fake numberes to prove that the statement issued by the original source in itself is meaningless in a vacume of knowledge.
Without actual unit sales. Claiming the "best selling iPhone of current iPhones" doesn't mean anything if we don't know how many iPhones are actually sold.
Apple's current 2018 lineup includes 7 models. iPhone Xr is currently the best selling.
When Apple issues their guidance for a record holiday quarter, they already knew the sales mix at that time, so this statement was an indication that Apple is on track. Nothing more. Nothing less.
Oh, I believe that to be true as well. I'm of the opinion that the Xr will yield "super cycle" numbers overall.
it's the "cheapest" of the new design (notch/face ID). anyone on the old (8 or earlier) who are looking to get one of the newest designs, at the same price point they're willing to spend (in line with previous price points), the Xr is the upgrade from the 8. those on the 6 or 7 who are willing to pay the 799 flagship price should be all-over this.
it's the Xs and Xs+ that I think Apple have completely dropped the ball on with their pricing. I think the ideal price mix would be something like:
8: 599
Xr: 699
Xs: 899
Xs+: 999
Completely drop the 7. and the 8 is the "discount phone". keeping both 7 and 8 in the lineup is weird as they're so close to eachother from parity, that it's almost duplicating keeping them both.
again, All my statement you responded to was pointing out that in a vacuum the statement is meaningless as we don't have volume of units sold.
100% agree with this, at least with respect to this year's iPhone lineup. For Fall 2019, this is what I'd love to see:
8: $499
XR 5.5": $599
XR 6.1" (updated): $699
XS (updated): $899
XS Max (updated): $999
well, if I had my way yes, absolutely yes would we have a edge to edge display in an SE style chassis. actual screen size about 4.5" in a casing about the same size as the current SE (5s / SE is my favourite iPhone ever).
I'd put that in at the 599 price point as well. as long as they do not cheap out on other internals and actually make it near flagship (oled display, goo storage space, updated camera, etc)
I will be interesting to see if Apple does that, although I suspect we might see an LCD display if they do make an "XE."
I highly doubt it. I think the days of an iPhone with less than a 4.7" screen are numbered.
Where did it prove to be wrong? Apple doesn't report unit breakdown so we'll never really know, thus leading people to guess based on what they see in the actual population which is not a good gauge because its all anecdotal. The price tag + the fact that people seem to be holding onto their 6/7/8 longer leads people to that speculation.
What astounds me is how many people so eagerly and willingly jump onto the whole "Apple is doomed" bandwagon these days. You yourself have admitted that barring revenue disclosures, we will really have little idea of how well Apple is doing, sales-wise, which means that Apple could still be doing pretty well, all other things considered.
I mean, the slightest hint that the iPhone might not be doing as well as it should, and we get multiple threads, each numbering hundreds of comments, all bashing Apple. All while completely refusing to consider alternative possibilities.
Even the latest article on Microsoft surpassing Apple in market cap. Going by the toxicity in that thread, you would think that Apple is now dead and Microsoft just has to outgun Google and Amazon and then they’ll dominate the world forever.
I get that what Apple has done doesn't always go down well with the people here. However, after the iPhone X news fiasco from last year, you would think that the posters here would have learnt to start separating their feelings from logic and accept that Apple can / will continue to be insanely successful doing something they don't agree with, simply because they aren't representative of Apple's user base in general.
It's not exactly rocket science.
Expectation and Guidance are largely the same. Their guidance for Next quarter are already quite a bit lower than expected, with their lower end being just above last year YoY. Considering we "expect" every other sector, services, accessories, iPad and Mac to post growth in revenue, having the lowest guidance just beating last year suggest Apple may be heading for not only lower iPhone unit sales, but also flat or lower iPhone revenue. Flat would be a pass, lower would cause all sort of speculations.
I do not for one believe Apple "restarted" the iPhone X production. They were either clearing out old stock or production never stopped in the first place. iPhone X has been available for discount in selected retailers in China, Hong Kong and Japan ever since the launch of Xs.
TC stated more than once that it had been the best selling iPhone of all models since launch.
You could say that he was lying, but that would have been illegal.
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I have a feeling apple will beat the upper part of their guidance. 94-95 billion is my bet.
And for growth the next quarter?
Updated iPad mini
New AirPods
Perhaps a new wireless charger(not AirPower , but an alternative)
Apple wireless headphones
Quarter after that:
SE2?(long shot)
Smaller/portable HomePod
New 12 inch MacBook
New iMac
Apple video service.
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It actually suggests they factored in the effects of a trade disruption (due to tariffs) and "virtually every foreign currency has depreciated against the U.S. dollar in the last 12 months" as stated during the earning call.
Also, last year the iPhone X launched in the holiday quarter, so you are comparing launch sales from least year to a product that has already had it's initial spike this year.
In the September quarter that just ended, Apple grew 20% over the year before, and it's difficult to imagine Apple's growth is going to slow down no matter how hard the WSJ tries.
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You see that is exactly the problem and very likely to happen. If you take 40% of their last year revenue and expect 20% growth, that is 7B+ already at $95B. Passing the upper bound of their $93B guidance, if we assume iPhone stays flat.
The problem is Wall Street isn't interested in that 20% growth of Non iPhone segment. They were solely focussing on iPhone. I can already see Wall Street spin it, since iPhone XS Max had higher ASP, the lower / flat revenue of iPhone segment suggest they had possibly first fall in unit shipment.
I seriously think Apple need iPhone Subscription Services.
Free Upgrade after 12, 18 , 24 Months of usage, and reset your billing cycle.
I think Apple has taken the right approach by not disclosing sales nr’ s anymore , and so shifting focus from just iPhone sales nr’ s and asp.
I think that is great for the other products and services that are in the pipeline. They have to do better with the Mac and the Mac AppStore , do better with making iOS on an iPad more a fullfledged OS. In short: they do have to innovate more now on existing products to create more revenue, and they have to innovate in new product and services categories to grow in revenue.
That is the only way for them to grow instead of leaning backwards on iPhone sales, adding a lens for a new model, shrinking bezels, etc.
I think apple will positively surprise us on the Mac and iPad the next few years, instead of betting on just the iPhone , because they are pushed by wallstreet to improve asp and sales nr’ s of phones.
iPhone sales will remain fine , though, but the growth is gone. Why should you upgrade? All iPhones that are being sold right now, have everything most people need.
Very pleased with my Product Red XR, I love this phone a bit more everyday. Takes decent pics & the battery life is insanely good.
