iPhone X Sales Were 'Stellar' in Several Countries During First Month of Availability

[Baymowe335]

This is wrong and revisionist. Jobs did care about market share. He cared about it as a part of an encompassing vision for success. He understood where it played a part. But don't take my word for it. Take his. Relevant portion from 38 min to 43 min. Fair warning, you'll probably end up wanting to hear everything he said.

I've heard him say differently later. He never thought market share data was accurate for one thing. He always talked about shipping the best product, not the product that would gain the most share.
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Apple can no longer be trusted to report unscqued numbers. We will have a better idea of actual numbers later in Feb. In the grand scheme Q1 is meaningless. Where Apple is in Q4 will be far more reflective of future direction.

Haha...hilarious. Now you're questioning Apple's EY audited numbers and saying Q12018 numbers don't matter. Unbelievable.

Nothing matters in 100 years because we'll all be dead, right?

 

[Glideslope]

I've heard him say differently later. He never thought market share data was accurate for one thing. He always talked about shipping the best product, not the product that would gain the most share.
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Haha...hilarious. Now you're questioning Apple's EY audited numbers and saying Q12018 numbers don't matter. Unbelievable.

Nothing matters in 100 years because we'll all be dead, right?

Actually, I’m only going out 50 years on a Mass Extinction.

 

[JeffyTheQuik]

Stellar?

I was hoping for "Phantasmagorphic!"

 

[69Mustang]

I've heard him say differently later. He never thought market share data was accurate for one thing. He always talked about shipping the best product, not the product that would gain the most share.

He cared about it as a part of an encompassing vision for success. He understood where it played a part. What he said really wasn't my point. My point was people should stop with the definitive Steve would have/wouldn't have declarations. He saw the importance of the product, the market share, and the profit. To mount an argument that he subscribed to only one philosophy is not only shortsighted, but completely wrong.

 

[deanthedev]

For the X 35 million. Total iPhone sales 81-82 Million.

Personally I don't think AAPL will sell 35 million iPhones in total for Q1.

So which is it? Total or X? The post right above is from the thread where you’re predicting a horrible quarter for Apple. Even telling others you’re bookmarking their posts for “future reference”, as in you’re going to remind them they’re wrong and you’re right.

 

[69Mustang]

Never said he didn't care at all, said it wasn't the focus
And that was evident throughout his career

But it was a focus, he said so himself. It just wasn't a singular focus. As I stated, he understood where it fit. That's what was evident throughout his career.

 

[Baymowe335]

He cared about it as a part of an encompassing vision for success. He understood where it played a part. What he said really wasn't my point. My point was people should stop with the definitive Steve would have/wouldn't have declarations. He saw the importance of the product, the market share, and the profit. To mount an argument that he subscribed to only one philosophy is not only shortsighted, but completely wrong.

Well, these numbers do nothing to indicate iOS active users has decreased and very little to indicate it's lost any meaningful share. I never put much stock in these numbers and no one else should either. Wait for the next batch to come out if you want to see them. I believe these are largely timing related since the X didn't really gain traction until 1-2 weeks after Nov 4 and many waited for it.

Apple themselves have recently said they have more iOS users than ever.
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So which is it? Total or X? The post right above is from the thread where you’re predicting a horrible quarter for Apple. Even telling others you’re bookmarking their posts for “future reference”, as in you’re going to remind them they’re wrong and you’re right.

It's silly if it's anything but total because Apple doesn't disclose product mix.

That said 35M iPhone X at ASP of $1100 (reports say 256GB is 2:1 the 64GB) is $38.5B in iPhone X revenue alone. Another 50M iPhone 8, 7, and 6s at an ASP of $625 and you have $31.25B. I''ll take almost $70B in iPhone sales alone because they are going to do $100B if that's the case.

 

[Martyimac]

Not being an economist, all I can say is that a quick perusal of that chart looks to me like  lost share.

 

[Ds6778]

I love my X and Face ID but Touch ID is STILL faster day to day. I’m sure it’ll improve though.

 

[69Mustang]

Well, these numbers do nothing to indicate iOS active users has decreased and very little to indicate it's lost any meaningful share. I never put much stock in these numbers and no one else should either. Wait for the next batch to come out if you want to see them. I believe these are largely timing related since the X didn't really gain traction until 1-2 weeks after Nov 4 and many waited for it.

Apologies but I have no idea what you're talking about or how it relates to my comment.

 

[mrzz]

And this, if true, is a worrying trend. As Steve Jobs once said:

“If you keep your eye on the profit, you’re going to skimp on the product. But if you focus on making really great products, then the profits will follow.”

how true. today's apple priority 1 is $ gathering, nothing else. All the rest is left far behind

 

[drewyboy]

???????????????????????????????????????????
How can this be true...Matt Drudge posted multiple times that this phone was not selling and worse...does this mean Drudge Report was just making it up ???

Well, it does say the 8 and 8+ outsold the X. So I'd say for the month of November, it wasn't selling that well. Now why is that? I don't know, it could be many things. If it's the same picture for December and January, well then yeah... it's not selling well and that is an issue.

 

[citysnaps]

Well, these numbers do nothing to indicate iOS active users has decreased and very little to indicate it's lost any meaningful share. I never put much stock in these numbers and no one else should either. Wait for the next batch to come out if you want to see them. I believe these are largely timing related since the X didn't really gain traction until 1-2 weeks after Nov 4 and many waited for it.

Apple themselves have recently said they have more iOS users than ever.
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It's silly if it's anything but total because Apple doesn't disclose product mix.

That said 35M iPhone X at ASP of $1100 (reports say 256GB is 2:1 the 64GB) is $38.5B in iPhone X revenue alone. Another 50M iPhone 8, 7, and 6s at an ASP of $625 and you have $31.25B. I''ll take almost $70B in iPhone sales alone because they are going to do $100B if that's the case.

I don't know about $100B, but I'm pretty confident Apple will exceed their last guidance range.

 

[drewyboy]

Not being an economist, all I can say is that a quick perusal of that chart looks to me like  lost share.

Don't let the data stand on it's own... you need to evoke emotion to be able to sell your bias which Macrumors is clearly doing and folks are drinking the kool-aid like it's 100 outside.

In all seriousness, most people don't critically think. They don't look at the numbers themselves and only look at the headlines and at best, read the whole article. And what's worst is you can't really say what was gained or loss with out knowing the actually numbers of consumers lost/gained, all we get is percentages. IE lost 5.5% in Japan say out of 100 person market is only 5.5 people but gained 4.6% in China out of a 1 million person market. So net gain is 459,994.5 people.

This my friends is how people lie with statistics. Show percentages without a reference to the actual numbers.

 

[macduke]

Soooooo... what you really mean is you can think of a lot of things.

I said need. Those are kinda wants at this point, and I don’t feel like the iPhone is really lacking with anything but Siri which is all software. And even Siri has gotten somewhat better. The iPhone feels complete for the first time. That’s what I was trying to get at. Usually my list of wants is super long too.

 

[M.PaulCezanne]

Nice device. Improvements over previous releases, but probably not worth the incremental upgrade cost for many.

No true utility in any of the “innovations”. Clearly a device built to encourage social media use (to increase ad revenue) and boost in-app purchase revenue. “Stellar” sales numbers probably a holiday bounce. We’ll see the public’s real appetite for a $1200 animated emoji generating device in the 2nd and 3rd quarters.

 

[drewyboy]

Twist words to conform to your own beliefs much?

First sentence -- First sentence! -- of the article clearly says (bold added for emphasis):

"Kantar Worldpanel's newest smartphone OS data details the "stellar" performance of the iPhone X in multiple markets around the world during November, amid an overall "mixed performance" for iOS devices from September to November 2017."

The analyst said iPhone X sales are stellar, not iPhone period sales. In fact he does say overall iPhone sales were "mixed..."

Also, since the iPhone X is a brand new model it's sales cannot neither drop nor grow. They are the first-ever data point for the model. Again, the analyst said iPhone sales overall were "mixed," not "stellar."

True. But I think most folks are mixing the headlines with the graph which is a very poor decision on Macrumors part honestly. This article is mixing a quarters hardware sales with OS market share in cherry picked countries. Leading folks to believe they're somehow directly related which they are not. Hardware sales in markets that lost OS share could possibly be far better than countries with OS market share gains. Poorly written article in my opinion.
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Where’s all the “Apple is doomed, iPhone X sucks because it ain’t selling” commenters...?

From this article, we are told it sold LESS than the 8 and 8+ (combined sales? poorly worded in article). I'm not sure I'd be rolling out the victory parade quite yet.

EDIT: And to add to this, Q3 numbers according to 9to5mac, had the iPhone 7 outselling the 8. It's hard to have it all carry over since most articles are mixing Apple's calendar year with their fiscal year. But point is, if the 7 was outselling the 8, and now we have the 8 outselling the X, strictly from that, I can't believe that X is hitting the numbers than many had hoped for/assumed it would.

 

[BaltimoreMediaBlog]

Not being an economist, all I can say is that a quick perusal of that chart looks to me like  lost share.

You just said a mouthful. Cherry picked sales in outer markets are only given out when sales are FAILING in key markets!

Anybody who's worked in sales knows this routine. This is simply running damage control to keep the fanboys in line.

And for that, this phony PR is working quite nicely watching this thread.

 

[Glideslope]

So which is it? Total or X? The post right above is from the thread where you’re predicting a horrible quarter for Apple. Even telling others you’re bookmarking their posts for “future reference”, as in you’re going to remind them they’re wrong and you’re right.

I’m impressed with the effort. 35 million X tops.

 

[78Bandit]

Demand for a new iPhone is highest at the launch to christmas period and then declines.

I guess a 6 year old could've figured that out by now.

That statement needs to be taken in the context of previously predicted extreme shortages of the X that were expected to last through March and keep demand high for the second quarter. Expectations were the sales of the X in November & December were going to be less than the sales in the full January - March quarter due to supply constraints. Now it turns out the initial demand has been met. Was it through increased production or less interest than expected? Will we see a tradeoff between quarters with Q1 coming in higher than expected and Q2 lower? We won't have any real idea until Apple releases their results and estimates in February.

 

[ftaok]

Not being an economist, all I can say is that a quick perusal of that chart looks to me like  lost share.

There really isn't enough data to make that determination. And even if market share were to drop, it doesn't mean anything because Apple could have still sold more iPhones than they did last year.

For this data to be more meaningful, you would need the following data:

1. Overall mobile phone sales for period in '16 and '17.

2. Sales by country for the period in '16 and '17.

The data in the chart alone is not enough to know if Apple lost worldwide market share for the period. It's also not enough data to know if Apple shipped/sold more or less phones from '16 to '17.

 

[deanthedev]

I’m impressed with the effort. 35 million X tops.

I’m impressed with your backtracking.

 

[Chupa Chupa]

True. But I think most folks are mixing the headlines with the graph which is a very poor decision on Macrumors part honestly. This article is mixing a quarters hardware sales with OS market share in cherry picked countries. Leading folks to believe they're somehow directly related which they are not. Hardware sales in markets that lost OS share could possibly be far better than countries with OS market share gains. Poorly written article in my opinion.

Sorry, but the analyst's words are quite explicit. No way to interpret them other than their plain meaning. And it's in the first sentence, not buried in middle and surround by conflicting statements. OP was factually wrong to write what he wrote. This has nothing to do with the quality of the article.

 

[Junior.Nguyen]

I love mine. I just wish it was bigger.

Same! that's the only thing I don't like about it is the small size but other than that I'm loving everything about it

 

[democracyrules]

Kantar Worldpanel's newest smartphone OS data details the "stellar" performance of the iPhone X in multiple markets around the world during November, amid an overall "mixed performance" for iOS devices from September to November 2017. While Apple's piece of the smartphone ecosystem fell in Great Britain, the United States, Japan, and Australia, the company saw ongoing growth in urban China during this period.

Specifically, iOS dropped 3.8 percentage points in the U.S. when compared to the year-ago period, resulting in a total smartphone OS sales share of 39.8 percent. In the U.S., Android grew 4 percentage points to capture 59.4 percent of the smartphone OS market.

Kantar noted that in the U.S. the iPhone X was outsold by the iPhone 8 and 8 Plus in November, coming in third and helping Apple capture the three top spots for the best-selling smartphone models that month. The researchers said that Apple "easily" beat Samsung's Galaxy S8, which landed at sixth place.

In China, Kantar said that iOS "continues to impress" with a growth of 4.6 percentage points from the previous year and sitting at 24.3 percent of the smartphone OS market in the country. At the same time, Android fell 4.6 percentage points, but it still owns 75.5 percent of the smartphone OS share in China.

Kantar Worldpanel global director Dominic Sunnebo explained that Apple's growth in China during this period was helped by "staggering" demand for the iPhone X, despite its high price tag, and came from users who were mostly switching sides from rival smartphone makers.
Despite an overall percentage point loss for Apple in Great Britain from September to November (down 4.2 points), Kantar said that for the month of November only, "Apple achieved its highest share in more than three years." The company reached 49.4 percent of the market in November thanks to iPhone X demand, beating out Samsung and "easily regaining" the number one sales spot for the month.

For most markets, Kantar wondered how long Apple will be able to keep its sales momentum going with the smartphone's high price tag. Numerous reports in recent weeks have discussed the same topic, with analysts predicting "weakened demand" in Q1 2018 now that early adopters have received their iPhone X.

Article Link: iPhone X Sales Were 'Stellar' in Several Countries During First Month of Availability

Off course, the iPhone X sales was stellar, after all iPhone X is the best iPhone in the iPhone history up to date. Fortunate for those who are able to afford and keep the phone including myself.