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KGI: Larger-Sized iPhones Coming This Year Will Offset Weakening Demand for iPhone X in China
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I'm with you. I have a 7 right now that replaced an SE. Every time I pick up my old iPod Touch, I think about how great it feels in one hand.
Because I use the Apple eco-system for nearly 20 years now and Android have not appealed to me that much and I was willing to pay a reasonable premium for a Apple product, because I believe that they give me less headache down the line...
Since the release of the iPhone X things have changed for me and paying $1000+ goes far beyond what I call a reasonable premium!
Weak demand for the X in general.
Despite what the fanboys say, the notch is just awkward. I went to a shop, turned the iPhone X sideways and opened Safari on a web page. I then left. Apple are supposed to be great at user interfaces...
You're 100% right. I'm guessing I was thinking about the 6S+. Apologies for the error.
2018’s iPhone won’t be called the ‘XL’.
Everyone I know pronounces the iPhone X as ‘iPhone ex’ rather than as iPhone ten as Apple does.
Reading about the next version as the ‘XS’ or ‘XL’ sounds good as I pronounce it (even though I know it’s incorrect) as ‘iPhone ex ess’ or ‘iPhone ex elle’, but in reality Apple would call these ‘iPhone ten ess’ or ‘iPhone ten elle’.
In 9 months time, I don’t believe we will be talking about a ten ess or ten elle.
I don’t know what the numbering system will be but it won’t be ten ess, ten elle, or ten (anything).
No worries.
It's not much bigger, but I still feel my 6S is too big as it is anyway and I definitely don't want anything bigger than that.
Damn these small hands of mine....
I'd be willing to bet lack of dual SIM is a big setback in China too. Everything here requires a phone number and often only one account per number. I know a lot of people who carry at least 2 phones and use one for each bank. Also, with the one country- two policies it makes it so that you have to have different phone services for different areas. It would be like going to new York from LA and having to get a different phone service- same thing on Hong Kong and Macau. Dual SIM is a huge help, but Apple still refuses to add it.
1. I agree with you. The ugly notch is a no go for me too.
2. But don't worry: The area intensity of the infrared scanner is extremely low compared to a night at a campfire.
I really don't understand Apple sometimes. There are people waiting to throw money at them - all they need to do is update the items which are currently successful. If they released a phone in the 8/8S chassis with half the top and bottom bezel gone and a better battery they would get so many sales off people upgrading older iPhones.
The X just looks more and more like a massive fail. Sales clearly nowhere near expectations, and look at the amount of them on eBay and the prices they're fetching - people just don't want that junk.
Sort it out Apple! Another fragmented line-up of notch-phones is not what the majority want.
The X just looks more and more like a massive fail. Sales clearly nowhere near expectations, and look at the amount of them on eBay and the prices they're fetching - people just don't want that junk.
Sort it out Apple! Another fragmented line-up of notch-phones is not what the majority want.
HobeSoundDarryl
macrumors G5
Consider this (and with all due respect to the often-right Ming-Chi Kuo): any time any company sees a downturn in a cash cow, primary product's sales, what do they do? Unless they lack funds (no problem here), they significantly amp up the marketing to try to drive more sales. Has anyone noticed above-average iPhone X marketing volume, such as more commercials than normal, more print than normal, more electronic than normal? I have not.
If iPhone X (and presumably 8) are suffering from disappointing revenues, does Apple just accept lower demand and do nothing about it? Why would they? The first thing they could do is crank up Apple marketing. The second thing they could do is appear to cut the price in creative ways- such as through third party channels via financing offers, making offers of the new X at as little as $0 out of pocket (just sign here). Are we seeing much of the latter? I'm not.
Now, this particular article seems to imply this "problem" is in China. So maybe the American market is about normal but things in China are less than expected. If so, Apple would be cranking up the marketing and reducing the barriers through creative financing offers there. Are they? Can someone(s) there chime in and confirm or refute that you are seeing much more than average Apple advertising efforts in China?
Next, Apple has seemed to shift focus more and more to that market in the last few years. I even suspect the 8 exists because 8 is an especially magical number in Chinese superstition. As such, I doubt there will be an iPhone 9. But bigger picture, if the Chinese really want (almost only) bigger screens than these, I suspect Apple's ever-growing interest there would have picked up on that and we'd already have an X+ for that (ever-more-important) market. X+ did not have to wait for the Fall of 2018 because Apple was already rolling out 3 phones in 2017.
Lastly, if sales of the primary, revenue-dominant product is down for this reason- that a big market wants the X+ now- why does the X+ wait until next fall to roll out? There's nothing structural that forces Apple to only roll out new products on what seems like an established schedule. And if revenues are trending downward for this reason, the easy fix is to build the X+ sooner than later and roll it out sooner than later. A company with Apple's resources doesn't just lay back and suffer the consequences of revenue downturns because they want to persist a schedule of only rolling out new tech in September.
Put all this together and I suspect Apple is about on pace to make their numbers. Internal panic would show in more tangible actions (marketing) if sales were way down. Apple is not going to announce a miserable quarter and weak forecast while sitting on a mountain of cash and appearing to have made no special efforts to do anything (more than normal) about it. Such inaction for no good reason would look like bad management.
If iPhone X (and presumably 8) are suffering from disappointing revenues, does Apple just accept lower demand and do nothing about it? Why would they? The first thing they could do is crank up Apple marketing. The second thing they could do is appear to cut the price in creative ways- such as through third party channels via financing offers, making offers of the new X at as little as $0 out of pocket (just sign here). Are we seeing much of the latter? I'm not.
Now, this particular article seems to imply this "problem" is in China. So maybe the American market is about normal but things in China are less than expected. If so, Apple would be cranking up the marketing and reducing the barriers through creative financing offers there. Are they? Can someone(s) there chime in and confirm or refute that you are seeing much more than average Apple advertising efforts in China?
Next, Apple has seemed to shift focus more and more to that market in the last few years. I even suspect the 8 exists because 8 is an especially magical number in Chinese superstition. As such, I doubt there will be an iPhone 9. But bigger picture, if the Chinese really want (almost only) bigger screens than these, I suspect Apple's ever-growing interest there would have picked up on that and we'd already have an X+ for that (ever-more-important) market. X+ did not have to wait for the Fall of 2018 because Apple was already rolling out 3 phones in 2017.
Lastly, if sales of the primary, revenue-dominant product is down for this reason- that a big market wants the X+ now- why does the X+ wait until next fall to roll out? There's nothing structural that forces Apple to only roll out new products on what seems like an established schedule. And if revenues are trending downward for this reason, the easy fix is to build the X+ sooner than later and roll it out sooner than later. A company with Apple's resources doesn't just lay back and suffer the consequences of revenue downturns because they want to persist a schedule of only rolling out new tech in September.
Put all this together and I suspect Apple is about on pace to make their numbers. Internal panic would show in more tangible actions (marketing) if sales were way down. Apple is not going to announce a miserable quarter and weak forecast while sitting on a mountain of cash and appearing to have made no special efforts to do anything (more than normal) about it. Such inaction for no good reason would look like bad management.
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You do realize everyone likes different things? Some people like to drive pick ups and never haul anything. Some people like full size sedans some like smart cars.
The X screen is too small for me...especially with the aspect ratio it is. If it was 5.8 inches and 16:9 aspect ratio it would be perfect.
My 12 year old uses a Pop Socket. I thought it was just dumb fad for kids. It's actually pretty handy for her. Some might find them an affront to their masculinity but if I didn't have bear paws, I might have used one myself.
Yeah sounds weird but it is probably because Apple wants ProMotion on that one. ProMotion will not work on Oled. Sharp already did 120HZ panels on phones years ago but nobody will notice and everyone will say Apple invented it.
Oh, NEXT year is the super cycle. Silly Kuo getting his years wrong.
The change in size preference is quite interesting.
Perfect size anyone?
I remember reading this forum when a significant amount of forum posters were against larger sized phones/different sized screens; some would even ridicule other posters for their preference.
For me personally, I've always wanted the largest screen possible in a manageable size. I went with android phones for a bit because of the larger sized screens and I bought iphones again when they offered the larger sized screens.
My perfect is the iPhone x but just a tad wider. I held off purchasing this time around because I'm still not sold on this first iteration of FaceID.
Perfect size anyone?
I remember reading this forum when a significant amount of forum posters were against larger sized phones/different sized screens; some would even ridicule other posters for their preference.
For me personally, I've always wanted the largest screen possible in a manageable size. I went with android phones for a bit because of the larger sized screens and I bought iphones again when they offered the larger sized screens.
My perfect is the iPhone x but just a tad wider. I held off purchasing this time around because I'm still not sold on this first iteration of FaceID.
Yeah, a bigger screens gonna do it. Why dont they just market the ipad as a phone and make it as thin as a sheeet of paper already. Watching the new season of Will and Grace and seeing the Karen Walker character on the a phone thats much too big for her hands is hilarious and i cant believe people dont recognize how ridiculous they look by seeing themselves in others.
As Android OEMs are starving for profits, they too will up their price. Just look at OnePlus. Although they still offer great bang for the buck, their prices have increased significantly from the OnePlus One. Samsung also aims for the 1k price point with their Note series. Worse, even their supposedly mid range A series have been increasing in prices year after year, prompting themselves to make a new line (J series) to hold the value mid range segment.
And then there’s general inflation. You cannot have the same price forever.
The best economical buy is now the likes of Xiaomi. They just keep giving all the rest of Android OEMs a run for their money
