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I'm not saying it isn't correct, just that I'm stunned. I just can't imagine that huge phone that needs two hands outsells the XS by 3-4x's. Perhaps it is a one off this year since few upgraded from the X and you have a large number of holdouts from the 8 Plus and earlier getting the bigger phone they wanted? I'm surprised.

Every part of the headline is exactly what I expected. Haven't the plus sized iPhones been out selling the regular size for a few generations now? I know the 8 Plus definitely outsold the 8. Pretty sure it was the same with the 7. Plus I would imagine that anyone coming from an X is going to go for the Max since let's be honest, X to Xs isn't that much of an upgrade.
 
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Am surprised as well. I don't like what Apple (Tim) will interpret from this: "we can charge whatever price we want, and they'll keep buying our stuff"! $2k phones next year? What's the limit for the iPhone market?

Don't worry, this is just initial sale... They will exhaust all sure buyers this cycle. The real fun starts afterwards. I take the report with a pinch of salt though I won't be surprised to hear good more than "expected" (has no real meaning without numbers) sale of XS MAX.
 
Who the hell is watching a movie on a mobile phone. That's ridiculous.

Some people do. I practice this on a daily basis with my phones, they're conveniently manageable when I go from place to place. Not to say my tablets/laptops are inferior but I generally only get the carrying capability of jeans in my day to day. Another shocker, I rarely use WiFi and it's bugged me for ages that to download things on the go I can't use cellular data, unless that cellular data is the WiFi from my other iPhone using hotspot on cellular data.
 
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So much misguided information out here on the comments today, let me just throw out some facts:

- The X/XS screen is larger than that of the Plus models diagonally, but has appreciably less total screen area. Aside from color/contrast, 16:9 video is far better on the Plus' screen because it provides an exact fit with no notch.

- The XS Max is marginally shorter, narrower, thicker, and heavier than the Plus models. However, the differences are so small that they feel nearly the exact same, even side-by-side.

Let me add to your list more mis-information which is asserted with absolute certainty by some:
  1. Fallacy No. 1: bigger phone implies more information displayed. Reality = all phones display the same information.
  2. Fallacy No. 2: larger diagonal size implies more usable screen size. Reality=Aspect-ratio matters (see Fallacy N. 3)
  3. Fallacy No. 3: screen aspect ratio does not matter. Reality="native information" of book pages=4:3; of video=16:9
  4. Fallacy No. 4: screen pixel resolution is ignored. Reality=[(XR=6=7=SE)=326ppi<<(6+=7+=8+)=401ppi]. This affects "acuity" (sharpness) because the information displayed remains invariant
  5. ...
You can add your own.
 
Don't worry, this is just initial sale... They will exhaust all sure buyers this cycle. The real fun starts afterwards. I take the report with a pinch of salt though I won't be surprised to hear good more than "expected" (has no real meaning without numbers) sale of XS MAX.
Hmmm.. I made the same argument last time for X.. Sales turned out differently...
Consumers have been conditioned to accept 4 digit prices...
 
Not surprised, plenty of people (me included) skipped the X knowing a "X Plus" was coming. I am surprised about the 256 GB outselling the 64, but I guess that just proves Apple will stick with 64 as the entry for awhile as it effectively forces people to spend an extra $150.
 
Hmmm.. I made the same argument last time for X.. Sales turned out differently...
Consumers have been conditioned to accept 4 digit prices...

It sort of angers those who have bought $1200 - $1400 mobile 10 months back, they can't upgrade without losing their pants. It undervalued their choice with XS Max..

Apple certainly not increasing volume instead keeping same level as before albeit with higher markups.

Very very difficult to increase sales though they will increase in profits for sure.
 
Even Apple seriously underestimated how many people would pay $1449 for a 512GB Max. Wow. If you haven't already bought stock, it's probably not a bad idea.
 
Fact is with a 750mil user base, even once in 3 year upgrade will give spectacular profits to Apple..
All they need to do is keep pushing up the margin per phone...
Whether we buy Apple products or not, we need to be buying Apple shares!
 
I had an opportunity to try out the XS and Max at the Apple store this past weekend just to get a feel of it and to compare the size between the two. I do like a bigger screen as I can see a little bit of more and it is a little easier on the eyes. I've read where others have said a large screen is too big to use with one hand so I gave it try with the Max. I don't have large hands but I was just able to manipulate it, however, I usually use two hands with my i6 anyway so the large size would not matter to me anyway. I am going to wait until the XR comes out and play around with that and compare it with the other two. So far I would lean towards the XR because of the price and it is enough for what I use for.
 
Not true. Most people buy phones on plans. In the UK the monthly cost difference between the Xs and Max is just £4/month. No wonder the Max is selling well.
I’m financing my car and it’s worth $28,000 not $XXX a month. A $1,500 iPhone is a $1,500 iPhone. You can lease, finance, trade in, or whatever makes you think it isn’t $1,500 but its still $1,500.
 
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This has zero to do with marketing. People want bigger screens. It's not rocket science.

The market has spoken. And I agree with you. The transition with larger displays was more of a trial back approximately 6/7 years ago, and has obviously caught on because of the bigger battery and the ability to view more content. I think there still is demographic that likes smaller phones, but it’s a very small fraction compared to those who do use a device around 5 inches or above.
 
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RE: "Kuo believes the iPhone XR will be a hot seller, with more customers upgrading to that model than the iPhone 8 series spurred last year. He is also confident that the device's display-related production bottleneck will "markedly improve" beginning in mid to late October. iPhone XR pre-orders begin October 19."


1.) If AAPL had put 3 GB of DRAM into the iPhone 8, AND 4 GB of DRAM into the iPhone 8+, & Priced each $50-$100 less, two NO Brainer decisions, it would have been a completely different story !

2.) Does anybody really believe the XR delay wasn't planned from the Get Go, & by that I mean, shortly after they saw what happened last year ???

Production Bottleneck for an LCD iPhone ... NO way Kuo !!! ... that's called Product Planning !
 
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It’s probably because the XS value-to-cost ratio is much lower than the Xs max. I can’t see myself buying a Xs but for sure could see myself buying a max. IMO they should have priced the iPhone line up like this:

7: $449
8: $599
Xr: $749
Xs: $899
Xs Max: $1049

Still high prices, but there is logic in the $150 step for each iteration
 
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It has the same main camera with smart HDR etc.
No dual lens
Larger screen than the X
Lower resolution LCD but same density as the 6s/7/8 which was fine
Aluminium which may not be as shiny, but you get colour matching. And if its in a case you won't see the shiny Stainless Steel anyway
Lots of great looking colours
25% less expensive than the XS for almost the same functionality

Its going to fly off shelves.

This is the most important attribute, here. I'm looking at my 8 right now and am completely fine with its density. The pixel count for the XR is 1792-by-828 and the 6/7/8 are 1334-by-750, so if I'm assuming correctly here (please correct me, if wrong), the physical pixel size for the upcoming XR is exactly the same as what you're currently seeing on your 6/7/8, and they're simply adding more pixels in both directions to fill out the 6.1" size. If they were expanding a 1334-by-750 panel to fit the 6.1" size, that would be a whole different story and you'd most likely see individual pixels.

If you're fine with the current PPI on your 6/7/8, you will (in theory) be just as fine if you're going for an XR. I, too, believe they'll sell quite well.
 
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A $1,500 iPhone is a $1,500 iPhone. You can lease, finance, trade in, or whatever makes you think it isn’t $1,500 but its still $1,500.
Of course, a rose is a rose is a rose...
$1500 is $1500...
Apple practically traps a lot of people with its genius IUP. Complete the full 24-month payment cycle, and you're stuck with an outdated phone. Upgrade every 12 months, and you'll never stop owing Apple money for iPhones.
That is how it has been working since 2015
 
I'm not saying it isn't correct, just that I'm stunned. I just can't imagine that huge phone that needs two hands outsells the XS by 3-4x's. Perhaps it is a one off this year since few upgraded from the X and you have a large number of holdouts from the 8 Plus and earlier getting the bigger phone they wanted? I'm surprised.
Why are you surprised?

Apple is building what people want, particularly in China. People WANT large displays. It's awesome. Chinese love expensive, premium, and large phones. Cook said it himself, specifically about China. The XS Max is as much a product for China as it is anything else. That is a HUGE growth area for Apple.

Again, you guys that are surprised and think Apple needs an SE size need to understand how intimately Apple studies the market. If the market wanted a small phone in large enough numbers, IT WOULD EXIST!!

Apple > us at knowing what to build. The Apple team knew what to build and the numbers will prove that again.

Why do you think the XR is a 6.1 Inch screen and not offered in smaller sizes?
 
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Of course, a rose is a rose is a rose...
$1500 is $1500...
Apple practically traps a lot of people with its genius IUP. Complete the full 24-month payment cycle, and you're stuck with an outdated phone. Upgrade every 12 months, and you'll never stop owing Apple money for iPhones.
That is how it has been working since 2015


Since when is a two year old phone outdated?
 
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Went from 7plus to X. XS Max looks great, but the Xs/X size just seems like the best compromise of the big phone, to practical size body on the market right now. Sales are favoring the MAX simply because so many people are still happy with the X that bought last year. The Xs Max will appeal to last years buyers that wanted a bigger phone, and the usual upgraders, who are already favoring larger devices. No brainer.
 
Makes sense. 512GB is as big or bigger than a large percentage of MBs, MBPs and MBAs our there! It seems like overkill for a phone that many people will replace within a year or two. Paying for 1TB or more on a Mac makes more sense since they tend to be kept for 4-5 years by many folks.

Conversely it is a great size for people who havr a 1TB Mac. You make it sound like one is exclusive of the other, many people have both.
 
There are a lot of countries out there, many do not have stable data or good internet. Everything is stored on the phone.

But the list of countries without stable cell data service *and* that have a lot of people that can afford a $1500 cell phone is remarkably short.

It may surprise you that there are many places in the us like that still.



It’s a big world out there.

There actually really isn't that many places in the US still like that. About 98% of the country's population lives somewhere that there's reasonably reliable cell service.

The 512GB model exists as a new halo device with huge margins that was trivially easy for them to offer. I'll bet Apple sells more of them to people that just insist on having the 'best' iPhone than they do to people that actually use more than 256GB of storage.
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Thats even worse than $1500.

$60/month @ 0% interest > $1449
 
Average people 1. Don't buy Apple 2. Don't often spend 1K on a phone!
I study demographics and the 'average' person is more likely to buy a Samsung phone (having seen this in certain small northern cities) as opposed to the professional who buys the iPhone (London 9 out of 10 with iPhones).
Umm, average people don't buy iPhones? I don't know what demographics you are studying, but there are tons of average people buying Apple products, iPhones especially. My post is saying that it would not make sense to only offer a $999 and $1099 option and is why the Xr is in the lineup with the 7 and 8.
 
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