Obviously that’s your opinion (Without a source), and not that I don’t disagree that they _should_ lower the prices, but I don’t think they will either. Not when Tim Cook said specifically they’re going to focus on the trade-in values and store services revamping.
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iPhone XS Max Do you think Apple will lower the price of the iPhone 11 at launch this year?
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Obviously that’s your opinion (Without a source), and not that I don’t disagree that they _should_ lower the prices, but I don’t think they will either. Not when Tim Cook said specifically they’re going to focus on the trade-in values and store services revamping.
I have no idea what your trying to say here.
Your not making much sense, I think your confusing your metrics.
Yeah I agree Samsung has been doing terrible lately 40% drop in revenue for their mobile division, and another 60% drop for the company as a whole. They are not doing well.
Huawei had a great year last year lets hope they can keep it up this year.
Actually the big three Chinese companies have gutted lg, HTC, Sony, and Samsung.
Are you kidding this is great news, apples stock is actually up again.
Taking the lowest estimate of 31 million iphones sold for the quarter, industry consensus is between 43 million iPhones for the quarter, apple made 32 billion dollars.
Let that sink in 31 million iPhones for 32 billion dollars in revenue. That’s just insane. Completely inaccurate but insane. That would mean asp for the quarter were well over 1000.
How much revenue did Huawei record again during the same period? How much does Huaweis 40% growth translate to?
My question was directed at mayflynn who said Apple might offer a lower cost model. To your comment about the XR not being a "cheap model", well of course not. It wasn't intended to be a cheap phone but rather a lower cost option. I don't think Apple sells and I can't recall them ever selling anything that I would refer to as "cheap". Even the base model iPad isn't cheap when you can get Android tablets for $100 or less.
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I'd bet my paycheck that this won't happen. Apple has no reason to lower it's prices.
I just don't see Apple lowering the price of the 11 models when they're announced later this year. Like others mentioned, I definitely see them offering lower priced models, but the flagship iPhone will stay at the same price (I don't see Apple raising the price either).
What i was trying to say is that apples 30% decline is year-over-year. Meaning its more significant than the usual down before the next product cycle.
The 2nd point is that Apple has no direct competition within iOS.
Thats why its harder e.g. for Samsung mobile who have direct competition within Android.
The 3rd point is that Apples revenue is 2/3 relying on iphone sales.
So a hit in phone sale is much more a problem for them then e.g. Samsung where electronics is just 1/5 of Samsung group. Main revenue is heavy industry, medicine, chemicals...
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Again no idea what you are trying to say here, perhaps if you start by actually stating what this mythical 30% decline represents year over year instead of leaving it blank.
Smartphones and tablets from apple have absolutely no competition the market, is that what you are trying to say?
The 2/3 is a made up figure.
Apple made 31 billion dollars in revenue from iPhone sales last quarter, what are you talking about?
Do you have a point?
Samsung electronics is the flagship company of the Samsung chaebol, accounting for 70% of the group's revenue in 2012. But it’s an entirely different company owned by the chaebol. That’s what we were discussing.
Samsung electronics is broken down into mobiles, semiconductors, and displays.
Mobiles revenue down 40% yoy
Semiconductor revenue down 60% yoy
Displays loss for the quarter.
Samsung electronics as a whole took a huge hit on operating profit.
It’s worse for Samsung because when they don’t sell a phone, it hits more than one division within the company. And last quarter it hit them very hard, during the s10 launch.
So yes in relation to the competition and the rest of the smartphone market, apples revenue is down only 5% yoy and the stock is up because of it.
You haven’t answered my other question, how many dollars did Huawei make on smartphones, what does your 40% figure represent.
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30% decline of iPhone sales was the starting point of OP and reason for this thread. Thought thats obvious. Numbers see here
https://www.macrumors.com/2019/04/30/apple-36-million-iphones-shipped-q1-2019/
there is only Apple selling iOS. right. i didn't say that Android is no competition. Imagine if there would be a dozen other hardware companies selling smartphones running iOS. Don't you think that it would be a bit harder for Apple selling at this price point?
that was just to put it into perspective with Samsungs decline.
Q1 2018 70%. Q1 2019 62%. So yes 2/3 is correct, no?
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53.5%. At 31 billion dollars in revenue for the iPhone last quarter.
You understand that Samsung electronics had 60% decline in revenue for the quarter, in comparison apple and the iPhone are doing great.
Yes exactly. You have the right numbers. But this is NOW after the 30% decline!
Do you understand that they sold 30% more last year?
The questions is will apple do something to stop the decline? Thats the whole point of this thread
Of course 31 billion is a lot. even 31 million for some. But thats not the point
What 30% decline?
Your numbers don’t make any sense.
Apple sold 217.72 million iPhones in 2018, much more than they would sell in the first quarter of 2019.
I have no idea why you are comparing annual iPhone sales to one quarter.
The questions is will apple do something to stop the decline? Thats the whole point of this thread
Of course 31 billion is a lot. even 31 million for some. But thats not the point
No the point went over your head clearly.
There is no way apple sold 36 Million iPhones last quarter for 31 billion dollars.
Your numbers are inaccurate.
My numbers were published here on macrumors. Did u even read my link?
“Apple shipped an estimated 36.4 million iPhones worldwide during the first calendar quarter of 2019, which corresponds to Apple's second fiscal quarter, according to new estimates shared today by IDC.
Apple's worldwide smartphone shipments were down 30.2 percent from 52.2 million iPhones shipped in the first quarter of 2018. ”
I give up. Cheers
I can’t see them putting the prices up based on current form. The XR is their biggest seller and it’s not even their flagship device. If their marketing department can’t see that the biggest market is a sub £1k iPhone then it would be rather shocking. I think they will continue with this pricing for the foreseeable future and perhaps focus more attention on the iPhone most people want rather than the more niche end of their range.
Well done for being polite throughout I say, a lot of us would have cut that dead lol.
I read the link, it’s inaccurate, hence the 31 billion dollars in revenue proving the idc estimate wrong.
I don’t think you read your own link,
Or perhaps you do not understand what an estimate is.
Probably for the best.
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I don’t see them lowering the price. Best I can see is them starting with 128GB of storage
No it’s getting funny. 1st u said i made up the numbers and now IDC is wrong.
Before u accuse anyone of not understanding maybe come back on ground and back up what u are saying.
average selling price was $800 the last time Apple reported in q4 2018.
https://qz.com/1447861/apples-q4-2018-earnings-show-expensive-iphones-are-here-to-stay/
Now with $31b in revenue and the “wrong” 36m shipped iphones this comes to $850. With the introduction of the x max it doesn’t seem out of the world. That’s just 6% more. U are clamming thats wrong but even if not 100% accurate it doesn’t make the whole argumentation wrong.
Leaving the unit numbers aside. We are still talking about $7b less in iphone revenue. Thats a 22% drop. more than all Mac sales revenue.
Calling this “apple doesn’t have any reason to“ do anything is again funny.
First I said I had no idea what the number you
Provided was; revenue, profit, or sales. You left it blank.
Second when you provided a link to the idc numbers, I told you those were inaccurate.
And I explained why several times. Again I see it went completely over your head.
It’s not so much an accusation at this point, you really have absolutely no idea what your discussing, or the metrics behind it.
You just provided a link to what I assume is a report you either didn’t read or clearly do not understand.
36.4 million iPhones with idc numbers asp is at 854
Or
43.8 million iPhones with Ihs numbers asp is at 710
Or
40.02 million iPhones with canalys numbers asp at 773
You can pick any of these estimates.
It’s actually a 17% drop according to apple, which matches ihs numbers more than idc.
It’s why I called them inaccurate, you don’t seem to mind being inaccurate.
With idc numbers that is a 22% drop
With canalys numbers that is 19% drop
With ihs numbers that is 17% drop
So here is why “apple doesn’t have....”:
Apple reported revenues of
61.1 billion q2 18
58.02 billion q2 19
That’s only a 5% drop in revenue for apple for the quarter.
Isn’t that hilarious?
Samsung electronics has a 60% drop in revenue for the quarter.
Samsung mobile 40% decline for the quarter.
So yes apple is doing great with only a 5% decline in revenue for the quarter vs Samsung’s 60% drop.
Does that make sense to you now, honestly can’t tell.
Let’s also not forgot Huawei, they had a great quarter right.
Huaweis revenue was 26.8 billion for the entire company for the quarter, so phones and everything else they do.
iPhone had a revenue of 31 billion for the quarter, the iPhone alone nothing else.
Let that sink in for a moment.
iPhone @ 31 billion > all Huawei @ 26.8 billion.
So yes I stand by what I said apple has nothing to worry about, they are doing great especially when you compare them to the rest of the market.
I tried to keep it as simple as possible.
Really Who gives a **** what number. They shipped 30% fewer YOY phones. New sales. Refurbished doesn’t count torward this number is why revenue is what it is. That’s the key hear.” New sales”
Whichever number it is, it is declining. They had to rush to add in bigger trade in value and discounts. China is a big problem for them and if these tariffs hit, we are all f-ed!
Fact is they better leave the price where it is no matter what they put in it. I get it, they won’t ever lower the price but they better not raise it anymore. It’s too much!!! I really want US to allow Huawei in and watch Apple really scramble. At that point I bet iPhones wouldn’t be so expensive. I doubt Apple will lead in technology anymore for smartphones but more be a refiner of what’s already out.
I mean selling a $1500 device with the slowest charging option available to the World is a bad look..lol
How about everyone.
That’s why we have different metrics such as sales and revenue to name a few.
Revenue is doing great. 58 billion. Only down 5% yoy. That’s even better when you compare it to the industry, such as Samsung or Huawei, which I have in my earlier post.
Sure, sure.
Everything they did worked great for apple. 58 billion dollars great.
Pretty sure apple will have a higher priced iPhone this year with a 1 tb nvme based storage tier.
Does that count?
So do I.
Won’t make of an impact on apple, hasn’t made a difference anywhere else, but Huawei would Gut Samsung and what’s left of lg.
If that ever happened Samsung would wish for the time when revenues only saw a 40% decline yoy, like last quarter.
It would be great for android users to have another choice in the US. Won’t impact iOS users much though.
Just have a look at the premium smartphone market for all of 2018. Apple is doing great.
This is for the entire world not just the US.
Yeah, who would have known that fast chargers would make no difference to apple and or it’s iPhone users.
Well apple did. Because they made 31 billion dollars in iPhone sales.
31 billion dollars in iPhone sales eclipses Huwaeis entire revenue for the quarter, which was at 26 billion dollars.
Fast chargers didn’t help Samsung, lg, Sony, or anyone other oem last quarter.
Guess people spending 1500 dollars on a phone either already have a fast charger or don’t really care, at least that’s what the numbers say.
Again u are accusing me of not understanding my link and the metrics. Where is my mistake? I just recalculated the asp of 850 and provided apples last asp of 800 to show that its a reasonable estimate.
I took idc numbers. Actually the reason why OP started this thread. U claimed they are made up and wrong. Thats a difference to being inaccurate what u claim now.
Now u provide other estimates which are just a few single digits different. Is this now your explanation why I’m wrong? No it just shows that idc numbers are quite similar.
The big picture is that iPhone revenue dropped roughly 20%. Take your 17 or 19 or my 22%. My argument stays. And thats why OP and myself are saying this could be enough of a reason to change some tactics. That’s it. Nothing else.
Yes overall revenue wasn’t that bad. But just cos of better service sells. With fewer iPhones in people’s hands that might drop later as well.
But again that was not topic of this thread.
It was: iphones a lot less sold, maybe lower the price to help?
Huawei phones aren't banned for sale or import in the USA. They sell their older models in the USA right from their US website. You can buy the latest models from importers from the usual websites, including Amazon.
The US government only banned US Federal agencies from purchasing of Huawei phones.
Also, it's more countries than just the USA. Australia, Japan, New Zealand have similar bans. And several more countries are either considering it, or requiring that Huawei make changes. The EU as a whole is also considering a ban.
Yes of the estimate you supplied and its significance. Yes idc numbers are inaccurate, Xiaomi felt like clarifying IDC’s estimate, apple didn’t feel like it.
I listed two more estimates and asked you to choose whichever one you liked.
Have you not read my last post to you.
That would be the small picture or half of one in the case of apple and the iPhone.
The big picture would be apples revenue and apple is down only 5% yoy.
17% according to apple not 22%, which once again proves idc’s number as inaccurate.
Your argument does not valid.
Because even with a 17% decline that translates into 31 billion dollars, Which as I said was much better than Huawei’s entire revenue for the first quarter, that stood at 26 billion. If you want to compare Huawei as a whole to apple as a whole apple, apple made more than double what Huawei made last quarter.
Why would apple change tactics if the iPhone alone is making more money than the competitions entire company. The same company everyone is saying is doing great, the logic you are presenting is severely flawed when you look at the actual numbers and not a representation of said number.
This is why I claimed you do not understand the metrics being presented.
Overall revenue is the big picture. 5% decline yoy in this market is great for 2019. Competitors can’t say the same.
There will be lot less android oems in the market come next year. yes it’s that bad, that’s why a 5% decline in revenue for apple is much better than Samsung’s 60% decline. Even though iPhones are number 3 for the quarter they are doing much better financially then either Samsung or Huawei.
Even if they do.... Majority of Millennials are broke this time around with the student loan issues.
For me It’s depends on trade in cost but I’ve reached a point in my life that’s its stupid and fiscally irresponsible to upgrade $1,000+ Smartphones every year.... I’m waiting until my AppleCare runs out and then I’ll think about what Apple has to offer. Same with the Apple Watch
My XS Max is still perfect to me. I’ll replace the battery later this year and maybe I’ll upgrade in 2020. And I don’t plan on upgrading my series 4 to until 2021
For me It’s depends on trade in cost but I’ve reached a point in my life that’s its stupid and fiscally irresponsible to upgrade $1,000+ Smartphones every year.... I’m waiting until my AppleCare runs out and then I’ll think about what Apple has to offer. Same with the Apple Watch
My XS Max is still perfect to me. I’ll replace the battery later this year and maybe I’ll upgrade in 2020. And I don’t plan on upgrading my series 4 to until 2021