iPhone XR If the iPhone XR is "selling poorly" then..

[Baymowe335]

It's very difficult to determine if it's selling poorly or not.
But they cut orders by 20% and the APPL stocks are falling 20% in 2 months.
That's not good.

1) No one knows if they've actually cut orders. Supply chain is too complex. The Lumentum news was misleading as they are only 1 of 3 suppliers of FaceID.
2) We don't know inventory.
3) AMZN, NFLX, GOOGL, FB are down 20% or more from highs too. This market is tough.
4) NVDA was down 50% at one point.

 

[44267547]

Had to know that eventually the bubble would burst. You cannot keep increasing prices every year for products that change so little. Consumers can only bear so much. More people now are forced to keep their phones for multiple years as they simply cannot afford or justify the yearly upgrade price anymore.

The ‘Bubble’ hasn’t bursted, yet. If Apple revamps their pricing structure, then we know that they have a realization that their primary source of income, (Which is the iPhone ) is not meeting their expectations in generated revenue. However, it doesn’t help that carriers are easily advocating to make smart phones more affordable by monthly subsidiary payments to for the consumer to pay off the device. I don’t predict Apple to reshape their pricing for the iPhone in 2019, I do see them adding another iPhone in their lineup in the future, perhaps something under the XR that it is cheaper and smaller.

 

[rwh63]

yes, like the SE2!

 

[HeadphoneAddict]

Actually, I find the iPhone XR pretty well price. The last iPhone that I purchase which was the iPhone 6S plus 128gb, cost $949 at launch. I did get an iPhone 7 plus 128gb as a gift from my dad, it cost $869 at launch. I never owned an iPhone 8 plus but bought one for my wife, the 64gb version cost $799. We really wanted 128gb but it was not an option, the next available tier was 256gb which cost $949.

The iPhone XR 128gb, cost $799. has a bigger brighter display, in a smaller body, has a much better camera, unlocks easily with face detention, has wirelessly charging, has the longest battery life ever for an iPhone, comes equipped with the most current chip from Apple(A12 Bionic), has the most amount of ram in any single rear camera iPhone, in a brand spanking new design with a whole range of colours to choose from.

I do understand that the XS/XS MAX is kind of expensive but so is the ceramic apple watch. It’s suppose to be exclusive in that kind of way. I think Apple did a really good job in reasonably pricing some of its key products even at launch to make them readily available to a larger demographic of people, like in the case of the iPhone XR and the 2017/2018 iPad.

It’s going to get harder and harder for any single model to far out sell the rest simply because the iPhone stay relevant for such a long time.

Even today, an iPhone 8 from last year will still out perform current top tier android phones, simply because Apple chips are far more efficient, powerful and well integrated with its OS(IOS), with updates stretching back to models that have been around for like 5 years.

Want a small iPhone, get the iPhone 8.
Want the iPhone with the most crisp text get a 7/8 plus.
Want the lowest cost iPhone while enjoying most of the benefits of IOS get the iPhone 7.
Want the biggest screen get the XS Max.

Choices. It is something that I have grown to like.

Bingo.

But they still overpriced the Xs and Xs Max, and the Price drop on the previous 7 and 8 series was not quite enough.

 

[Hernan4651]

1) No one knows if they've actually cut orders. Supply chain is too complex. The Lumentum news was misleading as they are only 1 of 3 suppliers of FaceID.
2) We don't know inventory.
3) AMZN, NFLX, GOOGL, FB are down 20% or more from highs too. This market is tough.
4) NVDA was down 50% at one point.

Sure but why Amzn , Nflx, Googl, Appl are going down? Because they are doing great? You can't justify that Apple is Ok because all other stocks are going down...
Of course, the revenue is pretty high for Apple because they are trying to sale you a phone that cost 300 to produce for 1000.
For me, this year the cost/benefit is the worst.
It's my opinion, but watching the numbers it's clear that i'm not alone.
And yes, i could say the same from the other companies.
Maybe next year S10 will push Apple further to keep innovating, i hope.
I have both Iphone 8 and S7. And after upgrading to that it's difficult to me to justify buying a new phone

 

[OTACORB]

When people say Apple isn't innovating or there is no longer a wow factor? I don't get this! Samsung for years has thrown everything, but the kitchen sink into phones and most of it has been crap. I don't ever want Apple to just start adding crap to these phones. I also don't need to be wowed every year, because I am not buying a new phone ever year. I think that most of us are now waiting 2 to 3 years to get a new phone. Went I upgraded from my 6s Plus I was wowed enough... though being wowed isn't a requirement to buy a new iPhone.

Then there are those that say Tim Cook has taken Apple in the wrong direction. I don't think the Board of Directors at Apple think that at all. They have made more profit under Tim Cook than they ever made with Steve Jobs. I do think Apple like most of corporate America are just absolutely greedy. The question is has the greed finally caught up to Apple and will they adjust their strategy going forward. Tim Cook is many things, but stupid if not one of them.

Samsung with the S10 may finally actually have innovated something if the rumors or the be believed. But we'll have to wait and see. They often hype stuff and then we find out it's nothing like they hyped it. Yes, Apple does the same!

 

[phpmaven]

Investors and news outlets are reporting that Apple is slowing down production for the iPhone XR, and on that metric, imply that sales might not be good. I'm not defending Apple against this idea - their high prices probably would yield lower demand overall.

So then, why is it the phone that people seem to be most interested in talking about? I seldom see discussion about the XS, but all over YouTube and Twitter, I get the sense that the XR generates a lot of discussion. Not only that, it is mostly positive.

It's possible that the algorithmic news feeds are simply creating an echo chamber but I wanted to see what other people's thoughts were.

Even if the analysts are correct, and that's a big "if", Apple cutting back on production a bit doesn't necessarily translate to poor sales, it could very well mean that sales just aren't as stellar as they hoped. I'm sure that when the dust settles, it will go down as one of the best iPhone launches ever. The analysts are nearly always wrong.

 

[Never mind]

For me, I am no longer buying yearly as I did before. The iPhone XS and the iPad Pro 2018 are fast and smooth, so why would I want to upgrade in another year or two or even three? They are very fast, but it’s the software that is lagging, so there is no point for me or many others to keep purchasing these expensive toys. If the software is not there for me, Mr. Tim Cook, you have just lost another iSheep for the for seeable future. I’ll put my money into better places.

What really ticks me off with Apple, that they keep their products artificially high even after new updated products are released that exceed it. Other manufacturers lower the price quite a bit when a new item are released.

 

[bluecoast]

This is hardly scientific... However, I work in London and as far as Face ID phones go, I’ve only seen a handful of XRs out there - and way way more X & XS phones.

I wonder if apple should’ve kept the X on at a price cut instead of making the XR - which seems like it’s turning into another 5c (as far as I can see).

Time will tell, but I’m really surprised how little XR units I've seem in the wild.

 

[ksec]

You will need to understand and define selling "Well". Well from Investor point of view is selling so many unit that supply chain fail to meet demand. Which hasn't happen since iPhone 7 Jet Black. According to Ming, who tends to be accurate on these big pictures, Apple has hope, or at least secured enough production Xr capacity for 55% of total unit. That is any where from 100M to 125M unit per year. On top of my head I don't think there has been any other single model of iPhone that shipped this much. What that means is that Apple expected the Xs / Xs Max will get similar numbers as X, around 50M, and Xr ships the same number or even more than 8 and 8 Plus Combined.

Just like last year, iPhone X sold much better than Apple expected, and iPhone 8 didn't sell as well as Apple hoped to. People are still buying iPhone 8 and iPhone 7 now.

 

[Baymowe335]

Sure but why Amzn , Nflx, Googl, Appl are going down? Because they are doing great? You can't justify that Apple is Ok because all other stocks are going down...
Of course, the revenue is pretty high for Apple because they are trying to sale you a phone that cost 300 to produce for 1000.
For me, this year the cost/benefit is the worst.
It's my opinion, but watching the numbers it's clear that i'm not alone.
And yes, i could say the same from the other companies.
Maybe next year S10 will push Apple further to keep innovating, i hope.
I have both Iphone 8 and S7. And after upgrading to that it's difficult to me to justify buying a new phone

Yes, you actually can. Markets do strange things in the short term and most recent numbers from Apple are nothing short of phenomenal.

You don’t know the numbers if you are at all worried.

Was the fact they sold MORE units in 2018 than 2017 or that they grew iPhone revenue 18% during the same time that worried you? What number specifically worries you?

 

[HarryWild]

Certain color are not display on the shown room of my local Apple Store - Yellow and Blue! The associate said they were out of stock in these color but will be getting more in a weeks time.

 

[Aneres11]

People saying they’ve not seen many of them in the wild. Well, you won’t yet.
The people who are likely to buy the XR outside of these forums will be people who are due to upgrade from a 5/6/7 - who won’t be prepared to pay the prices for an XS / Max.

However, it is very unlikely that the whole of the population have been due an upgrade in the 3/4 weeks that the XR has been out.
The XR is a long game in terms of sales I think.

Where I work, I have 4 girls on my team who are all 23 and under and all of them want the XR but they don’t upgrade yet. Hardly scientific either, but for them 4 to want to move to an XR (they have 7’s currently) - says a lot I think.

 

[[AUT] Thomas]

Generally, the market is saturated, not everyone likes FaceID or the lack of TouchID/homebutton for that matter. In real world usage there's little difference between an X? and a 7.
Apart from that, the XR is quite new and I have barely seen any yet, but the X (XS?) suddenly seems to sell quite well, at least I've spotted more Apple notch phones in Austria* recently. That said, at least T-Mobile recently offered much better discounts on business contracts.

*we have very low prices on service plans, usually 10-15€, which doesn't allow to finance a phone without at least trippling the monthly rate.

 

[44267547]

Generally, the market is saturated, not everyone likes FaceID or the lack of TouchID/homebutton for that matter.

So, what other choices does someone have if ‘Not everyone’ likes Face ID or Touch ID? That seems like a broad generalization to me, considering that’s the only _two_ forms of biometric security they offer. FTR, Face ID seemingly has had a strong reception and now it’s adopted with the iPad.

 

[[AUT] Thomas]

@Relentless Power "the lack of TouchID" => I.e. they want to stick with that for a while.
Personally, I like FaceID, but it's not a replacement. I often check my phone when it's horizontal on the desk. With FID I have to lift it up or position my face on top of the sensor. With TID, a press on the home button was enough. FID simply doesn't work when looking on the iPhone from an angle. While that's only a minor inconvenience (that, in this specific sitation can be overcome by purchasing a phone stand) it perfectly demonstrates why FaceID isn't superior to TID in every aspect and why many people hold on to their TID phones.

 

[44267547]

@Relentless Power "the lack of TouchID" => I.e. they want to stick with that for a while.

You’re still missing the point, there is _no_ lack of Touch ID, when Apple still manufactures iPhones that _support_ Touch ID in their lineup. That’s what I meant. Now, I gather the future of the iPhone is Face ID, but they still offer both biometric security-options, Which There are far more iPhones on the market with touch ID then there are Face ID, because Face ID is still in its inception.

FaceID isn't superior to TID in every aspect and why many people hold on to their TID phones.

The same could be said about touch ID in the counter argument compared to Face ID, where touch ID was problematic with damp fingers and colder environments. Both biometrics options have their downfalls, that’s the nature of tech.

 

[HeadphoneAddict]

You’re still missing the point, there is _no_ lack of Touch ID, when Apple still manufactures iPhones that _support_ Touch ID in their lineup. That’s what I meant. Now, I gather the future of the iPhone is Face ID, but they still offer both biometric security-options, Which There are far more iPhones on the market with touch ID then there are Face ID, because Face ID is still in its inception.



The same could be said about touch ID in the counter argument compared to Face ID, where touch ID was problematic with damp fingers and colder environments. Both biometrics options have their downfalls, that’s the nature of tech.

This is why I like face ID but would also like a touch ID sensor built into the Apple logo on the back (or for symmetry have one sit opposite of the cameras).

 

[golftime]

When Apple tells suppliers they are cutting orders due to sluggish iphone sales, and then tells Wall Street they no longer plan to release the actual sales figures for their different product lines, you can be assured sales are down. And Apple stock, the golden child of Wall Street, has taken a hit in response. While it is tough to hit a home run every time you come to bat, Apple has made some missteps that while not catastrophic, have definitely hurt their sales numbers.

 

[[AUT] Thomas]

You’re still missing the point [...]

The topic is about the XR. All newer phones, incl. the XR, abandon TID for FID with Apple claiming FID is superior to TID. Security wise that may be true, usability wise not in every aspect. And, yes, TID also has its shortcomings. Under the bottom line one isn‘t simply better than the other. But one is for sure, those prefering TID are no candidates for an early upgrade to the X series, which certainly is relevant when it comes to the topic of this thread.

I‘m still hoping for an in-screen or behind the screen fingerprint reader in of the next phones to supplement FaceID...

 

[MyMacintosh]

So then, why is it the phone that people seem to be most interested in talking about? I seldom see discussion about the XS

Common misconception? When the XS/Max dropped, it was all everyone on the forums were talking about. It was trending #1 on Twitter. All the youtubers had videos at the apple event and once they received them. Celebrities showed off their gold version on Instagram. The first like 2 pages on here on the iPhone forum was straight XS/Max talk. Then the Xr dropped, and the same thing happened, minus the celebs as it doesn't seem to be all that popular among them. Same thing with the iPad. It is cyclical. It just depends on the order these things come out.

Also, reports give a guide as to what might be happening but they are just rumors until they are fact. As far as people on forums go, people in general suck at predicting future events. If/when apple cuts prices, everyone will act as if they knew it was going to happen and "I told you so" even the apple apologists lol

 

[smoking monkey]

The XR has just been discounted in Japan by 2/3rds. I just went to a store and this is the info they gave me. I either have to change carriers or buy online to get that and it can't be unlocked until 110 days later, but for 310 bucks US I'll accept that. I'll be buying an XR tonight... Black 128gig. So glad I had the Max v XR dilemma due to the connectivity problem with the XS series. the XR will be over 1,000 US dollars cheaper compared to the Max. That's crazeeee.

 

[raylo32]

I almost believe that the XS and XS Max are the phones Apple won't sell that many of. They are a marketing gimmick intended to set the price bar ridiculously high so the masses will feel better about paying too much for the XRs that they will buy. I have an XR, I like it, but it cost $200 more than it should have. Just IMO...

I also believe we are at the point that content and apps are not pressing the need for more power so that many folks will hold onto phones longer. Getting a $100 battery replacement or Apple's next phone in 2 years for $1500? Not a difficult decision.

 

[MacLappy]

The XR has just been discounted in Japan by 2/3rds. I just went to a store and this is the info they gave me. I either have to change carriers or buy online to get that and it can't be unlocked until 110 days later, but for 310 bucks US I'll accept that. I'll be buying an XR tonight... Black 128gig. So glad I had the Max v XR dilemma due to the connectivity problem with the XS series. the XR will be over 1,000 US dollars cheaper compared to the Max. That's crazeeee.

I got my XR 128gb(blue) on launch day at $296 USD through my local Telco. The iPhone XS Max 256gb would have cost almost 3 times more even with Telco discounts. Later they held a singles day(11.11) promotion and sold the iPhone XR 128gb at $195 USD. It sold so fast they were quickly out of the bright colours leaving only the white and black options.

I think with the affordability of the iPhone XR especially with Telco tie in, Apple is going to capture a whole demography of people that would otherwise never have given iOS a second glance.

 

[ftaok]

The XR has just been discounted in Japan by 2/3rds. I just went to a store and this is the info they gave me. I either have to change carriers or buy online to get that and it can't be unlocked until 110 days later, but for 310 bucks US I'll accept that. I'll be buying an XR tonight... Black 128gig. So glad I had the Max v XR dilemma due to the connectivity problem with the XS series. the XR will be over 1,000 US dollars cheaper compared to the Max. That's crazeeee.

This isn't really that much of a better deal than what the US carriers are offering. AT&T is offering a BOGO (actually a $700 credit on any new iPhone). The catch is that you have to open a new line. Other carriers are offering similar deals on iPhones and other brands as well.

This Japan deal you're referencing is a little better as you don't have to open a new line, so more people can take advantage of it.

Either way, it's hardly an indictment on the sales (or lack thereof) of the Xr in Japan (or anywhere for that matter). In the US, at least, it looks like carriers are back to their old ways of trying to lock users in for multiple years with these promotions.