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So they can improve the delivery dates of the iPhone X after just one month, but it took them 6mo before the AirPods were readily available. Yeah, supply chain genius my ..... The demand simply isn't there.

I admire your "courage" to post such a statement in here. You are correct of course. Be prepared to be assaulted by Animoji. :apple:
 
I admire your "courage" to post such a statement in here. You are correct of course. Be prepared to be assaulted by Animoji. :apple:
Well, at least in NYC people are obsessed with the X. Everyday I see more and more people with it, so I wouldn’t write it off as waning demand.
 
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funny, does this justify anything? no it does not. you can basically switch to any iphone form factor, like from a plus to an SE and it's only a matter of days/ weeks and you're used to that and find other iphones not fitting. big deal.


I think it does "justify" something. OP is happy with the purchase, even at the X's absurd price. He could have not found the X that great of a phone and returned it, i.e., feature set didn't justify the cost and returned it. If enough consumers felt that way Apple would be sitting on a huge pile of "next gen" iPhones and asking "now what." In about 6 weeks we'll have Apple's 1Q revenue numbers and we'll also see if Apple's X pricing was justified.

Also it's a "big deal" that customers are adapting to the X as Apple's model for future iPhones. It means design and tech continues to advance in a consumer friendly manner and accepted by them. It's good that design is moving forward, not stagnant (like the 8 - a good reliable phone but a bit "has been" and unexciting) or devolving.

But as to your larger point, I also disagree based on my personal experience as a X user. While I would not want to go back to a 4.7" model, but I would before I went to a plus model because the footprint is too big for my comfort and use. It's not something I would get use to. I also could never go back to a SE sized phone. The screen is way too small for me now. I do not believe the iPhone sizes are all that fungible. They each meet a specific need for customers.


What Apple did with the X was give 4.7" users a bigger screen and plus-esque goodies without a bigger footprint.
 
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Sometimes I have to wonder if a lot of people even believe the stuff they post here? I would like to think technically-inclined people wouldn’t all be conspiracy theorists and all.

No company manufacturers for the initial demand spike on product release. That would be idiotic. Yield rates of key components is going to be the biggest influencer on how fast complete units can be assembled. All it takes is one component to have a low yield rate to kill production or to speed it up. It’s absolutely likely that yield rates on the one or two components KGI mentioned a month ago could cause a big swing in completed product assembly rates.

I seriously doubt people have researched price elasticity of demand and where the X lands on that curve but I guarantee that Apple has done it. I would imagine it’s right where they expected. That and the psychology of the product lineups that move people from an iPhone 8 to a Plus instead of an X. All predictable. In fact there was an article that basically predicted the iPhone 8 Plus would be the bigger seller due to how people make decisions: https://www.wired.com/story/torn-be...-iphone-8-psychologists-have-a-name-for-that/

Sheesh, maybe consider Ockham’s razor: “among competing hypotheses, the one with the fewest assumptions should be selected”
 
Sometimes I have to wonder if a lot of people even believe the stuff they post here? I would like to think technically-inclined people wouldn’t all be conspiracy theorists and all.

No company manufacturers for the initial demand spike on product release. That would be idiotic. Yield rates of key components is going to be the biggest influencer on how fast complete units can be assembled. All it takes is one component to have a low yield rate to kill production or to speed it up. It’s absolutely likely that yield rates on the one or two components KGI mentioned a month ago could cause a big swing in completed product assembly rates.

I seriously doubt people have researched price elasticity of demand and where the X lands on that curve but I guarantee that Apple has done it. I would imagine it’s right where they expected. That and the psychology of the product lineups that move people from an iPhone 8 to a Plus instead of an X. All predictable. In fact there was an article that basically predicted the iPhone 8 Plus would be the bigger seller due to how people make decisions: https://www.wired.com/story/torn-be...-iphone-8-psychologists-have-a-name-for-that/

Sheesh, maybe consider Ockham’s razor: “among competing hypotheses, the one with the fewest assumptions should be selected”

In other words, Apple knows exactly what it’s doing and Tim Cook is still a supply chain guru. Meanwhile the trolls and conspiracy theorists continue to weave their webs of FUD, hoping to catch a gullible user now and then.
 
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It's now up to the Store salespeople to save the quarter for Apple. They have to dig deep but it can be done.
 
So they can improve the delivery dates of the iPhone X after just one month, but it took them 6mo before the AirPods were readily available. Yeah, supply chain genius my ..... The demand simply isn't there.

Your logic there assumes so many variables that we have zero information on. We don't know why AirPod availability was low. Apple doesn't release sales number for specific products. Could have been demand, could have been a parts issue (I had to exchange mine 3 times before I got a pair that didn't charge unevenly), could have been other things too. Point is you can't assume because a product is hard to come it means it's a blockbuster hit.

Take a look at the original AW. It was essentially unavailable as soon as pre-orders started. It wasn't because of raging demand, it was, as Apple admitted, one of the two manufacturers royally screwed up the early ramp up. That caused a months long backlog. But when the smoke cleared, the original AW sold decently the first few months, but it was not yet the "disruptor" it would become with the Series 1 and 2.

Conversely, as in the case with the X, and last year's 7+, and any other product which has limited availability for a few weeks then boom! -- widely available doesn't necessarily mean all the sudden no one wants it. It could mean that. It could also mean that Apple was able to ramp up to full production quicker than expected (500K+ per day).
[doublepost=1512135569][/doublepost]
You live in the wrong country. I think the US is the only place with ridiculous locked iPhones.

You can buy an unlocked iPhone if you pay full boat. The VZW model is unlocked at Apple Stores and is both GSM and CDMA capable. I'm using a VZW model with TMob right now and have been since launch day.
 
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Your logic there assumes so many variables that we have zero information on. We don't know why AirPod availability was low. Apple doesn't release sales number for specific products. Could have been demand, could have been a parts issue (I had to exchange mine 3 times before I got a pair that didn't charge unevenly), could have been other things too. Point is you can't assume because a product is hard to come it means it's a blockbuster hit.

Take a look at the original AW. It was essentially unavailable as soon as pre-orders started. It wasn't because of raging demand, it was, as Apple admitted, one of the two manufacturers royally screwed up the early ramp up. That caused a months long backlog. But when the smoke cleared, the original AW sold decently the first few months, but it was not yet the "disruptor" it would become with the Series 1 and 2.

Conversely, as in the case with the X, and last year's 7+, and any other product which has limited availability for a few weeks then boom! widely available means all the sudden no one wants it. It could mean that. It could also mean that Apple was able to ramp up to full production quicker than expected (500K+ per day).
[doublepost=1512135569][/doublepost]

You can buy an unlocked iPhone if you pay full boat. The VZW model is unlocked at Apple Stores and is both GSM and CDMA capable. I'm using a VZW model with TMob right now and have been since launch day.
How did you activte the phone, by using existing verizon sim which shipped with phone or you have put your Tmobile sim at the first boot-up?
 
So they can improve the delivery dates of the iPhone X after just one month, but it took them 6mo before the AirPods were readily available. Yeah, supply chain genius my ..... The demand simply isn't there.
So, just to be clear, you think the demand was higher for Airpods than it is for the iPhone X?
 
Good news for people like me who want to get one before Christmas. I didn't order yet as my 2 local apple stores have them available so when I am ready to drop $1,000 + I can get it that day.

Bad news: Haven't decided if I want to go with the X, or save several $$$ and get an s8 for a new experience.
 
How did you activte the phone, by using existing verizon sim which shipped with phone or you have put your Tmobile sim at the first boot-up?

First thing I did when I opened the box was remove the VZW SIM and install my TMob SIM. Then powered on for the first time and connected to my Mac/iTunes. iTunes alerted me to a carrier settings update which I did. Then restored from backup and reinstalled apps. 45 min or so later I was ready to roll.
 
So, just to be clear, you think the demand was higher for Airpods than it is for the iPhone X?
Apple is too busy to feed the immense herds whatever the leadtimes, prices, or compromises.
There is no room for critical thinking and neither time for a wider perspective.
So the answer to your question does not matter. It's about what was sold since you asked
 
Have you used one yet? Neither of these are a problem. After a few days it becomes a lot more intuitive than before. Now I pick up my iPad or an old iPhone with a home button and Touch ID and stare at it in disbelief that we used this for so many years.

Exactly. The X is the best iPhone Apple has ever released. The only people who don't like FaceId haven't tried it. I think the sales numbers are going to be great (and I'm long AAPL so). I don't see delivery improvements as demand waning at all. Love or hate Tim Cook, his speciality is supply chain. Apple has had years of practice to improve iPhone releases, so it should be no surprise they know how to work through issues.

With the release of the X, it looks like AAPL may have successfully raised the ASP for iPhones (X is now premium and 8 is normal whereas 8 used to be premium). We'll have to wait for the quarterly financials to see how it plays out, but if it does the staggering of the 8 and X will look like one of the smartest moves AAPL has done.

As an aside, maybe Apple can go help TSLA deliver some model 3's. :D
 
I have yet to see an iPhone x in person and work in a very busy restaurant that has over 100 people each day.

I don't buy it that apple has increased it's yeilds.we just had black Friday and it should be sold out and I can walk into my mall and get a phone right now.

They are not selling as many and apple definitely priced it way to high.
 
Apple is too busy to feed the immense herds whatever the leadtimes, prices, or compromises.
There is no room for critical thinking and neither time for a wider perspective.
So the answer to your question does not matter. It's about what was sold since you asked
Thanks for not answering my question.
 
Thanks for not answering my question.
Sorry. The answer, if transparency and sheer interest in your issues would come into existence at Apple, would be: "no"
(with an abysmal probability rate, that is...)
 
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So they can improve the delivery dates of the iPhone X after just one month, but it took them 6mo before the AirPods were readily available. Yeah, supply chain genius my ..... The demand simply isn't there.
Despite the X being a new model, Apple has a decade of experience with assembling iPhones. The AirPods are a brand new category of device with a lot of tech packed in a tiny sealed unit - they would have had to develop a whole new assembly line.

airpods-teardown-640x340.jpg
 
God, someone should take a screenshot of all the "low demand" posts here and repost all of them after the next Apple quarterly results are out...
 
Despite the X being a new model, Apple has a decade of experience with assembling iPhones. The AirPods are a brand new category of device with a lot of tech packed in a tiny sealed unit - they would have had to develop a whole new assembly line.

airpods-teardown-640x340.jpg
Be assured they have enough assembly/production partners.
Very few kids with little fingers have been seen in the streets in China, lately.
 
The iNotch’s price will grant users something they’ve not had for some time with their iPhones. A feeling of exclusivity.

I’ve seen ONE out in the wild and I work in one of the more cash rich, gadget rich, Apple lover, sectors in Hollywood.
 
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