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The article doesn't cover another driver of decreasing demand in the Chinese market. Media coverage of Apple and the iPhone X is pretty negative nowadays and that has to affect consumer sentiment. There is probably a bit of quid pro quo involved (due to political issues in the U.S. involving Huawei etc).
 
I just can't imagine how that 6.1" LCD phone should work out with Face ID.

Apple for sure won't be putting a home button (or Touch ID) in a phone with Face ID, but with an LCD screen it can't be as bezel-less (no rounded display) as the iPhone X and especially the Notch/Ears won't be possible. So will that Phone still have larger top and bottom bezels, just not as big as with current LCD iPhones? How will that bottom bezel be utilized without a home button? Perhaps a touch area for the home bar instead? Front facing speaker? Don't think so.

Also, a phone like that (neither the classic iPhone layout, nor the iPhone X with Notch/Ears) would just look like any generic Android device, not be recognizable as an iPhone from afar.

I'm not buying into that 6.1" LCD iPhone rumor yet.

What I do expect:
  • 5.8" iPhone X (2nd Generation) and 6.5" iPhone X Plus, the former perhaps starting at 949 USD and the latter starting at maybe 1099 USD, both with A12 SoC, slightly updated cameras and perhaps improved Face ID
  • First Generation iPhone X being discontinued and iPhone 8/8 Plus being reduced by 100 USD (or by 150 USD with storage options lowered to 32/128)
  • Maybe, just maybe an iPhone 8s Plus, even less likely an iPhone 8s, with A12 SoC and slightly updated cameras
  • Maybe, just maybe (I doubt it) that 6.1" LCD thing Kuo expects, perhaps called iPhone 9 being the last iPhone with an actual number (except for, just as doubtful, an iPhone 9s the year after)
  • Maybe, quite likely even, a 4" iPhone SE (2nd Generation) with A10 SoC and iPhone 7 camera, introduced in early 2018, assuming a 399/499 USD price point (storage 32/128) replacing both the current SE and the 6s, prices probably being reduced to 349/449 USD in late 2018

How would be possible to get a notchesque design with LCD?
I thought that the “bezels less” design and “the ears” of the iPhone X were possible only with OLED displays...


JDI demonstrated these LCD displays in September 2017.

DSC08807.jpg


l_tt170927JDI_FA_001.jpg
 
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Auto manufacturers thought they were making the wise move when they transitioned away from Hydraulic-assist power steering to Electronic-assist power steering, and even after ten plus years, they still haven't gotten it right.

But ONLY those in the know, know that.

Apple's decision to transition from Touch ID to Face ID will very-likely be perceived as similar, sometime down the line.

But ONLY those in the know, will know that.

Kuo has NO idea of what he is talking about.

Have said it many times before, will say it again, Apple should have made 10-bit Display P3 capture the top new feature of their 10-year anniversary iPhone(s) ! ... that would have cost nothing extra !
 
What on earth os the point of a 500ppi screen? All those extra pixels that no-one is going to appreciate need extra CPU/GPU to drive them and for what? Only difference between that and a 300ppi screen is...? And then it'll need to be throttled later on down the line because the battery is shagged in half the time it otherwise would be. #herewegoagain
Just to put some numbers to what some others have said... a diamond PenTile OLED ppi number is actually a bit of false advertising because it's only counting the green subpixels. The red and blue subpixel count is lower than the green count by a factor of the square root of 2 (about 1.41). So, the iPhone X's 458 ppi is only 324 ppi for red and blue, which is actually slightly less than the 326 ppi retina LCD iPhones (4-8). Solid greens do look a lot sharper, but solid blues/reds look the same, and mixed colors will have a bit of fuzziness instead of increased clarity if you look really closely.
 
I just can't imagine how that 6.1" LCD phone should work out with Face ID.

Apple for sure won't be putting a home button (or Touch ID) in a phone with Face ID, but with an LCD screen it can't be as bezel-less (no rounded display) as the iPhone X and especially the Notch/Ears won't be possible. So will that Phone still have larger top and bottom bezels, just not as big as with current LCD iPhones? How will that bottom bezel be utilized without a home button? Perhaps a touch area for the home bar instead? Front facing speaker? Don't think so.

Also, a phone like that (neither the classic iPhone layout, nor the iPhone X with Notch/Ears) would just look like any generic Android device, not be recognizable as an iPhone from afar.

I'm not buying into that 6.1" LCD iPhone rumor yet.

What I do expect:
  • 5.8" iPhone X (2nd Generation) and 6.5" iPhone X Plus, the former perhaps starting at 949 USD and the latter starting at maybe 1099 USD, both with A12 SoC, slightly updated cameras and perhaps improved Face ID
  • First Generation iPhone X being discontinued and iPhone 8/8 Plus being reduced by 100 USD (or by 150 USD with storage options lowered to 32/128)
  • Maybe, just maybe an iPhone 8s Plus, even less likely an iPhone 8s, with A12 SoC and slightly updated cameras
  • Maybe, just maybe (I doubt it) that 6.1" LCD thing Kuo expects, perhaps called iPhone 9 being the last iPhone with an actual number (except for, just as doubtful, an iPhone 9s the year after)
  • Maybe, quite likely even, a 4" iPhone SE (2nd Generation) with A10 SoC and iPhone 7 camera, introduced in early 2018, assuming a 399/499 USD price point (storage 32/128) replacing both the current SE and the 6s, prices probably being reduced to 349/449 USD in late 2018
Don’t think you are far wrong seems a logical evolution.
 
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What on earth os the point of a 500ppi screen? All those extra pixels that no-one is going to appreciate need extra CPU/GPU to drive them and for what? Only difference between that and a 300ppi screen is...? And then it'll need to be throttled later on down the line because the battery is shagged in half the time it otherwise would be. #herewegoagain

Its the old "My ppi is bigger than yours".
 
It still doesn’t mean demand was weak. It means the level of past sales isn’t realistic to be at the same level. Certainly where it seems upgrading every year isn’t realistic for most people
I agree because of contracts and the fact older generation models are enough for what the average user needs. For me we are coming to a plateau where in real world usage for the general user performance and features are trivial. Storage capacity is probably more important.
 
The article doesn't cover another driver of decreasing demand in the Chinese market. Media coverage of Apple and the iPhone X is pretty negative nowadays and that has to affect consumer sentiment. There is probably a bit of quid pro quo involved (due to political issues in the U.S. involving Huawei etc).

Nah, it's more to do with the majority of the population preferring domestic brands and the fact they can buy a high quality phone for less than half the price of the iPhone X.
 
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I find it really confusing as to why price is a big issue if we buy Apple products considering going into this you know you always pay a premium for Apple products.

I keep seeing comparisons to Samsung And while both companies want to make profits they seem to be happy with some profit and Apple wants the max profit and I don’t see why that is a bad thing?

I’d much rather spend 1000 on a phone where it’s going to be around for a while than spending money on a Trip to Paris where once it’s done it’s done.
 
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I find it really confusing as to why price is a big issue if we buy Apple products considering going into this you know you always pay a premium for Apple products.

I keep seeing comparisons to Samsung And while both companies want to make profits they seem to be happy with some profit and Apple wants the max profit and I don’t see why that is a bad thing?

I’d much rather spend 1000 on a phone where it’s going to be around for a while than spending money on a Trip to Paris where once it’s done it’s done.


Research says experiences create more long lasting happiness; purchases create more happiness near term but tends to fade and people go back down to prior levels of happy ( or unhappy).
 
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Weaker-than-expected demand for iPhone X in China has led market analysts to revise down shipments for the first half of 2018, but larger-sized iPhone models in the pipeline should see Apple grow its overall worldwide shipments year-on-year, according to KGI Securities analyst Ming-Chi Kuo, who shared the information in a new research report obtained by MacRumors.

kgi-three-iphones-2018.jpg
Keep fragmenting the iPhone market!. So far most apps have not been updated to IphoneX screen size and we "only" have 4 iPhone screen sizes + iPads, imagine 3 more!. Many Developers will just give up!.
Tim just don't get it like SJ... I loved my 7, but my X is just so-som sadly Apple made my 7 too slow. Chinese phones, this will be your year!
 
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This is why I didn't get the X. I made the mistake of not waiting for the Touch Bar mbp refresh that came just about 5-6 months later. It's always better to get the 2nd version of any new tech. The Series 1 Apple Watch is superior than the original. The iPad 2 was superior to the original as well as having more longer longevity. The iPhone 3G also offered more longevity than the original. Why would it be any different with the X?
 
I don’t understand the appeal of a phone larger than the X. It’s like perfect size. My 7 plus isn’t exactly comfortable and I have huge hands. Do they all hold their phones with 2 hands over there?
Obviously it's a question of taste - perhaps not simply one of hand size. I bought the X and gave my 7 Plus to my daughter, and every time I use the 7 Plus I am reminded of how much more I liked that wider format. Although I can use the entire screen on the "Plus" with one hand, I often use Siri or hod with one hand and type or manage the screen with the other. I can't wait for the face-recognition version of a "Plus" size iPhone
 
Weak demand for the X in general. ;)
Keep dreaming. Quoted for February 1.

No one knows the true demand for iPhone X until Apple tells us how they did. This article says the exact opposite and that the X was the best selling phone in urban China. All are guesses.

https://www.fool.com/investing/2018/01/19/apple-incs-iphone-x-is-a-hit-in-china.aspx

Apple said they do $87B, so they must have been pretty bullish on the X. Spoiler Alert, Apple rarely misses their own guidance.

But this is no surprise, coming from you.
 
Where do the size wars end? The current size of the iPhone X seems perfect. It has more screen real estate than the iPhone 8 but still fits nicely in a normal size hand. And how much would an iPhone X plus possible cost...$1,500?! I'd rather take an old iPhone 6 and use the left over cash for a MBP for that much money.
 
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This is why I didn't get the X. I made the mistake of not waiting for the Touch Bar mbp refresh that came just about 5-6 months later. It's always better to get the 2nd version of any new tech. The Series 1 Apple Watch is superior than the original. The iPad 2 was superior to the original as well as having more longer longevity. The iPhone 3G also offered more longevity than the original. Why would it be any different with the X?
Hardly a surprise

Any product will be better the year after.
 
The iPhone X does have a smaller screen by surface area than the iPhone Plus models. Why is this a misapprehension?
It definitely has a narrower screen than the "Plus" model. No doubt about that. The X is the same width as the standard iPhone models, and anyone who bought it to replace a "Plus" model will have been both misled and disappointed. All the bull prior to the launch about a larger screen area was simply nonsense. The longer screen is of no real advantage, and even Apple's use of that screen area is still patchy - for example the keyboard has a large blank space beneath it in portrait mode.
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... It's exactly as I expected, after the release of the iPhone X, the die hard Apple fanboys bought, but since the initial hype has faded, the consumer with some sense is hesitant and the sales figures are reflecting it....
Do you have access to actual sales numbers? So far all I have seen is speculation. And I note that Apple has not issued any profit warning. So is it possible that you are making assumptions here and passing them on as though they are factual?
 
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