iPhone XS Max Do you think Apple will lower the price of the iPhone 11 at launch this year?

[maerz001]

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.

on one side you count pennies and make a huge fuss about 17 vs 22%.

On the other side your argument is that 5% overall or 17% iphone loss is nothing for apple to change anything.
U really believe that Jimmy lays back in his armchair thinking all fine other companies did worse.

what are we talking about? Give me a break

 

[FFR]

on one side you count pennies and make a huge fuss about 17 vs 22%.

Not counting pennies. No reason to be inaccurate.

On the other side your argument is that 5% overall or 17% iphone loss is nothing for apple to change anything.
U really believe that Jimmy lays back in his armchair thinking all fine other companies did worse.

Not so much arguments as inaccuracies, apple only had a 5% decline yoy.

The 17% decline translates into 31 billion dollar in phone revenue. Which is more than market leader Samsung and Huawei.

U really believe that Jimmy lays back in his armchair thinking all fine other companies did worse.

what are we talking about? Give me a break

Who is jimmy?

We were discussing apples revenue in comparison to the smartphone industry; specifically that a 5% decline in revenue will not convince apple to lower iPhone prices.

Even with the decline, apple makes more revenue on iPhones alone than Huawei does as a whole.

So what would selling more phones at a lower price accomplish?

Minimizing revenue and profit just to ship more phones? Yeah apple isn’t going to do that, no one would. That doesn’t make any business sense.

 

[44267547]

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

I don’t think it’s anything to do with millennials in student loan debt, I’d say it’s the rise of smart phones in general with the cost that has pushed the general consumer away from upgrading annually or even every two years for that matter. That’s why Apple is having to revamp their focus on services and trade-in’s to instigate the customer into the store.

 

[The-Real-Deal82]

I don’t think it’s anything to do with millennials in student loan debt, I’d say it’s the rise of smart phones in general with the cost that has pushed the general consumer away from upgrading annually or even every two years for that matter. That’s why Apple is having to revamp their focus on services and trade-in’s to instigate the customer into the store.

People around my neck of the woods just aren’t as interested in phones as they used to be. You used to walk into work with a shiny new phone and at least one person would ask you about it. Don’t see that these days and most people I know are using iPhone 7’s and 8’s with a handful of XR’s. I know one person with an XS Max currently and I think that little snippet is enough to tell me there’s a very different demand these days. I remember when the iPhone 5 and 6’s were released everybody had to have it.

Where’s that hype gone? Price and a minimal difference between devices these days IMO. Apple and the rest of the market have had to refocus as you say but they must be concerned with this decline behind closed doors.

 

[maerz001]

People around my neck of the woods just aren’t as interested in phones as they used to be. You used to walk into work with a shiny new phone and at least one person would ask you about it. Don’t see that these days and most people I know are using iPhone 7’s and 8’s with a handful of XR’s. I know one person with an XS Max currently and I think that little snippet is enough to tell me there’s a very different demand these days. I remember when the iPhone 5 and 6’s were released everybody had to have it.

Where’s that hype gone? Price and a minimal difference between devices these days IMO. Apple and the rest of the market have had to refocus as you say but they must be concerned with this decline behind closed doors.

Thats exactly my experience. The majority of friends still runs 6s or 7. I see even more 5 in use than the X. And this is let's say middle class Europeans who would have the money but the mind set is no way I'm spending 1000€ on a phone.

Apple and Samsung tested out how far they can go and now reached a point of substantial loss. With yesterdays introduction of the Pixel 3a for $400 there is more to come...

 

[mlody]

Thats exactly my experience. The majority of friends still runs 6s or 7. I see even more 5 in use than the X. And this is let's say middle class Europeans who would have the money but the mind set is no way I'm spending 1000€ on a phone.

Apple and Samsung tested out how far they can go and now reached a point of substantial loss. With yesterdays introduction of the Pixel 3a for $400 there is more to come...

I agree that Pixel 3a brings something new to the table (attractive price), but I am guessing Apple in few months will also have a good phone in that price point (iPhone 8). the current iPhone 7 at $450 is not so great option, but once things get shuffled the 8 will take that spot. Who knows, perhaps Apple will even further lower the price and match $399 with iPhone 8?

 

[Ebok]

I agree that Pixel 3a brings something new to the table (attractive price), but I am guessing Apple in few months will also have a good phone in that price point (iPhone 8). the current iPhone 7 at $450 is not so great option, but once things get shuffled the 8 will take that spot. Who knows, perhaps Apple will even further lower the price and match $399 with iPhone 8?

Sure Apple will see a few phones at those prices but people want new stuff. The 8 is outdated.

 

[Renho]

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.

Bro, fast chargers helps us!! We make Apple, the consumers. And by not including what is “the standard” these days of fast charging, bigger battery’s and such it is giving us the finger.

And the figure you showed is telling us what We are saying. The decline of SALES! If Huawei could sell in the USA that number would be well under 40%. They made their jump up from the past. But they aren’t doing anything to keep that % to stay up. It doesn’t matter how much money you have. When your numbers decline it’s not a good thing.
[doublepost=1557331677][/doublepost]

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.

Let’s say these trends stay the way they are for the next 5 years and USA opens up to Huawei. In the smartphone market they will not being doing better than Huawei.

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.

And what cell service could you use these phones on, Canadian? I thought no American carrier will accept them. More countries accept them than not. Plus I am sure they will change some things to make everybody accept them.
[doublepost=1557332156][/doublepost]

Thats exactly my experience. The majority of friends still runs 6s or 7. I see even more 5 in use than the X. And this is let's say middle class Europeans who would have the money but the mind set is no way I'm spending 1000€ on a phone.

Apple and Samsung tested out how far they can go and now reached a point of substantial loss. With yesterdays introduction of the Pixel 3a for $400 there is more to come...

This is the perfect time for companies to focus on budget phones. The market is saying the masses want the cheaper devices. And let’s face it, the carriers getting rid of $200 for a new phone for 2 year contract hurt upgrading and dictated the updating every 2 years fad.

 

[ActionableMango]

And what cell service could you use these phones on, Canadian? I thought no American carrier will accept them.

In the USA, it depends on whether you get a GSM or CDMA model, but they work on AT&T, T-Mobile, and Verizon.

 

[Renho]

New onepkus T 7 pro. Packed with all newer tech but still $900

It depends on whether you get a GSM or CDMA model, but they work on AT&T, T-Mobile, and Verizon.

I was told no American company will allow them due to the restrictions and the closest you could get was Canada.

 

[ActionableMango]

I was told no American company will allow them due to the restrictions and the closest you could get was Canada.

That person misinformed you.

No US carrier sells them in their stores, but there are a lot of models they don't sell that are compatible. You can certainly "bring your own phone" if you bought it elsewhere and if it uses compatible technology.

Here is an article about it.
https://www.businessinsider.com/how-to-buy-a-huawei-smartphone-if-you-live-in-united-states-2019-1

 

[FFR]

Bro, fast chargers helps us!! We make Apple, the consumers. And by not including what is “the standard” these days of fast charging, bigger battery’s and such it is giving us the finger. .

The Data doesn’t not support your assertions.
When consumers are presented with the choice of buying an iPhone without a fast charger vs a similarly priced android phone with a fast charger, the majority choose Apple.

That’s what the data show, your feelings are irrelevant, or what you feel your owed are irrelevant.

If your interpreting a lack of fast charger in the box as apple giving you the finger, you probably shouldn’t by their products. That would be considered hypocritical

And the figure you showed is telling us what We are saying. The decline of SALES! If Huawei could sell in the USA that number would be well under 40%. They made their jump up from the past. But they aren’t doing anything to keep that % to stay up. It doesn’t matter how much money you have. When your numbers decline it’s not a good thing.

It’s still over 50%. Had the chart only showed flagship iPhones at 700 dollars and up. Apples share would be significantly higher. Around 85-90%.

If Huawei could sell in the USA that number would be well under 40%. They made their jump up from the past. But they aren’t doing anything to keep that % to stay up. It doesn’t matter how much money you have. When your numbers decline it’s not a good thing.

Apples iPhone revenue for last quarter was at 31 billion dollars. Huwaeis entire revenue for the quarter was 26 billion.

iPhones 31 billion > all of Huawei 26 billion.

Your assertion is beyond the realms of reality.
Huawei smartphones have an asp of under 200 dollars.

Even with US sales Huawei is only a threat to other android oems such as Samsung, lg, and google. Not apple, especially in the US.

Huawei only managed to sell 16 million p20 series globally for its life time sales. iPhone XS Max sold that in one quarter, without a fast charger and with its high price point. Us sales wont make much difference.

You can continue to believe otherwise but when Huawei does enter the Us market, and slaughters Samsung, lg, and pixel sales(just like in every other developed market they entered) I will say “i told you so”.

 

[Renho]

The Data doesn’t not support your assertions.
When consumers are presented with the choice of buying an iPhone without a fast charger vs a similarly priced android phone with a fast charger, the majority choose Apple.

That’s what the data show, your feelings are irrelevant, or what you feel your owed are irrelevant.

If your interpreting a lack of fast charger in the box as apple giving you the finger, you probably shouldn’t by their products. That would be considered hypocritical



It’s still over 50%. Had the chart only showed flagship iPhones at 700 dollars and up. Apples share would be significantly higher. Around 85-90%.




Apples iPhone revenue for last quarter was at 31 billion dollars. Huwaeis entire revenue for the quarter was 26 billion.

iPhones 31 billion > all of Huawei 26 billion.

Your assertion is beyond the realms of reality.
Huawei smartphones have an asp of under 200 dollars.

Even with US sales Huawei is only a threat to other android oems such as Samsung, lg, and google. Not apple, especially in the US.

Huawei only managed to sell 16 million p20 series globally for its life time sales. iPhone XS Max sold that in one quarter, without a fast charger and with its high price point. Us sales wont make much difference.

You can continue to believe otherwise but when Huawei does enter the Us market, and slaughters Samsung, lg, and pixel sales(just like in every other developed market they entered) I will say “i told you so”.

Apple has not made 31B iPhone revenue in any of the last 5 quarters. But has gone down. 10B from Q1/18-$61.576b
Q1/19-$51.982. So declining is declining no matter how much you make. And yes they are figuring out how to make it stop declining, not saying well we made enough no need to worry.

 

[FFR]

Let’s say these trends stay the way they are for the next 5 years and USA opens up to Huawei. In the smartphone market they will not being doing better than Huawei.

That’s not going to happen because the smartphone market is in decline. The market is contracting.

In the smartphone market they will not being doing better than Huawei.

Huawei does not sell enough premium phones to make an impact on apple in the US, they will take away share from every other android oem.

samsung and lg will be hit the hardest because they depend on the US market for the bulk of their sales in the premium smartphone market.

Pixels will take a hit as well, but they don’t sell enough to actually matter.

 

[FFR]

Apple has not made 31B iPhone revenue in any of the last 5 quarters. But has gone down. 10B from Q1/18-$61.576b
Q1/19-$51.982.

Apple made 52 billion in revenue in 1q2018, down only 5% yoy compare to 60% decline for Samsung (They have fast chargers in the box).

iPhone sales represent 31 billion dollars from said revenue.

So declining is declining no matter how much you make. And yes they are figuring out how to make it stop declining, not saying well we made enough no need to worry.

That’s not accurate.
A decline is not equal to a decline.
Both Samsung and apple had declining revenues last quarter.

Apple by 5% and the industry leaders Samsung had a 60% decline.

Unless you believe 5% is equal to 60% , it’s not. Then apple 5% decline is not equal to Samsung’s 60%.

And Huawei, well even with apples 5 % decline and only counting iPhone revenue alone vs Huaweis entire revenue for the quarter; Apple Eclipses Huawei revenue it’s not even close.

Even with Huawei growth and apples decline last quarter, apple still perofmed better than Huawei last quarter. The financials reflect that.

 

[FFR]

New onepkus T 7 pro. Packed with all newer tech but still $900
I was told no American company will allow them due to the restrictions and the closest you could get was Canada.

You should definitely get that instead of the next iPhone. The one plus is both cheaper and has a fast charger.

Exactly what you want.

 

[Lee_Bo]

I think the new devices will continue to go up in price as long as people out there are willing to pay said price.

 

[The-Real-Deal82]

I think the new devices will continue to go up in price as long as people out there are willing to pay said price.

It’s an ever shrinking number across the industry though. You’ll find as prices increase, upgrade cycles also increase too meaning people pay the price less frequently.

I can’t see manufacturers raising prices any more than they have as the mainstream market for Apple is focused on the XR. As long as they keep that price static then perhaps they can play around a bit more with the premium end knowing it only appeals to a smaller market anyway.

 

[craigio85]

Bro, fast chargers helps us!! We make Apple, the consumers. And by not including what is “the standard” these days of fast charging, bigger battery’s and such it is giving us the finger.

Or just recognising that most people charge their phones overnight and therefore don’t really care how fast it does its stuff.

If fast charging was a dealbreaker, people would be switching to Android left, right and centre. But they’re not. They’re still upgrading to iPhones, just not with the same frequency they once did when the pace of tech enhancements was faster.

 

[The-Real-Deal82]

Or just recognising that most people charge their phones overnight and therefore don’t really care how fast it does its stuff.

If fast charging was a dealbreaker, people would be switching to Android left, right and centre. But they’re not. They’re still upgrading to iPhones, just not with the same frequency they once did when the pace of tech enhancements was faster.

Like many features on Android though we watch them become the norm and then the iPhone gets it 5 years later much like OLED and wireless charging. We shouldn’t poke fun at fast charging as no doubt we’ll have it within a few years.

 

[maerz001]

Apple made 52 billion in revenue in 1q2018, down only 5% yoy compare to 60% decline for Samsung (They have fast chargers in the box).

I went as slow as I could.

thanks for reposting the numbers over and over again. is this you mantra? maybe try a bit slower to get it right next time.
Samsungs revenue had a 13 decline. 60% was on profit. Apples profit dropped 19%.

And please there is no need for explanation again that 13 is more than 5 or 60 more than 19. and that 5 and 19 is no reason for Apple to feel bad. we got your opinion 1st time.

 

[craigio85]

Like many features on Android though we watch them become the norm and then the iPhone gets it 5 years later much like OLED and wireless charging. We shouldn’t poke fun at fast charging as no doubt we’ll have it within a few years.

Don’t doubt it. But it won’t change the fact most people won’t even notice.

 

[superleakTx]

Nah, they are about to get the innovation done, so people will still pay for the new one!

 

[sracer]

Think it will stay the same and not increase....can’t see it being lower though to be honest.

I agree. Those people who held off upgrading their iPhones because of the prices of the XS and XS Max will be feeling the pressure to upgrade THIS year. Their phones will be another year older and the need to upgrade this year will be greater, making it more difficult to hold off another year.

Apple is counting on this and won't reduce prices. There's a slight possibility that Apple might slightly increase prices ($50-$100).

 

[The-Real-Deal82]

Don’t doubt it. But it won’t change the fact most people won’t even notice.

That’s the power of the Apple brand I suppose. Consumers who don’t follow technology trends won’t have a clue until it appears on the iPhone and that helps save Apple a lot of money. It doesn’t push them to deliver competitive spec devices which is sad for those of us who do follow tech though so I won’t defend them on that.