terrifs could be in place by June 24th, since they started the approval process.
1.Do you think Apple would pass on the increase to us to offset?
2. Would you still buy iPhones if prices went up by $150/$200?
3. Do you think they will just eat the difference and not pass it on to us?
4. If they did pass on the increase would that see iPhone demand fall beyond repair?
1. Absolutely! Apple always does this with currency conversion fluctuations so there is no doubt they’ll not pass on the tariff.
2. No. At $1200CAN for XS/64GB hell no. If Qualcomm chips for modems within I’d consider but no. Other than camera & storage ($500+ for 512GB) there is no difference nor advantage to the features in iOS nor in operation of the device. No incentive nor real push for me to go from the 8 to the XS vs the X slightly used.
3. Yes. Considering the past 3Qtr revenues I think Apple will do so with less impact:
Apple iPhone upgrade program Will be offered in more countries as well as better incentives for trade in to upgrade. There is a lot of materials Apple can recycle and use for making older models at cheaper price within India or elsewhere. As well for other products.
Furthermore Apple will work better with international carriers for HUP prices on contract to be better subsidized (like they were prior to the X launch). The Xr is a dogs meal and will show it’s less than ideal components very soon.
4. Yes. Price will heavily affect demand and upgrade cycles even further! You may see Apple’s Installed user base begin to drop for Android phones. Many of the competition are getting better at warranty support. Also I feel a LOT of iOS users may feel left behind or restricted from real feature advances. Conjecture in my thoughts here but going by what I’m reading in threads. AppleTV+ doesn’t guarantee keeping ppl on iOS nor even AppleTV (in fact when was the last time that product was upgraded?)
Apples services strategy seems to focus less on devices they make vs enticing other platform users to use their recently announced services. Forcing AppleCare+ in 30days of owning an iPhone doesn’t help either but that’s not impacting device sales just ensuring a services uptick.
When existing platform membership falls and is consistently then you’ll see their boasting drop and hubris with common sense take over at the next iPhone intro whenever this all comes to fruition. A delay in release schedule to accommodate price drop will then occur.
It’s no secret 2mths before iPhone announcements sales begin to significantly drop in the past. Yet if sales of units and their revenues also drop accordingly and significantly we the buyer may aactually influence cook and team to come down to earth.