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Ming-Chi Kuo Cuts iPhone XR Lifecycle Shipment Estimates by 30 Million
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No one has ever called it a poor man's iPhone.
1.) RE: "Kuo believes that iPhone shipments for the current quarter will be in the same 75–80 million range he previously predicted, ..."
If AAPL believed they we're going to sell that many iPhones during this current Quarter, they would NOT have decided "to NOT report" iPhones units @ their 1Q19 Earnings Call !
It appears that Kuo has something in common with Cook, they both Lack Basic Common Sense.
2.) Woz is on CNBC right now ... his first example of AAPL innovation was TouchID
At one time, Woz was a Brilliant man ... appears to be mostly "disconnected" now.
If AAPL believed they we're going to sell that many iPhones during this current Quarter, they would NOT have decided "to NOT report" iPhones units @ their 1Q19 Earnings Call !
It appears that Kuo has something in common with Cook, they both Lack Basic Common Sense.
2.) Woz is on CNBC right now ... his first example of AAPL innovation was TouchID
At one time, Woz was a Brilliant man ... appears to be mostly "disconnected" now.
Yep.
I picked up an Xr less than 48 hours ago, and I’ve curiously found myself using my iPhone 6 again. The iPhone Xr feels too thick and heavy, more than anything. And its screen does feel a bit ‘big and dumb’ compared to the more compact iPhone 6.
I’m sure I’ll get used to it—but my favorite iPhone was definitely the 5. It felt so impossibly thin and light in the hand (not hands) and its “chamfered edges” made it so much easier to hold on to. The rounded powder coated edges of the Xr, paired with its obesity issue, cause it to slip too easily. And since I’m the type that views cases on iPhones as sacrilegious, I don’t really see a solution. 8-p
I must ABSOLUTELY apologize for my ignorance, sir!
Btw... can you please link me a cell phone processor specs that even remotely compares to the A12?
Oh, and any info about a cell phone not manufactured by Apple that supports face identification for anything other than unlocking the device?
Or even a white paper showing Secure Enclave vs. any other solution?
Good to hear that the 5 year old fingerprint scanning is now considered acceptable for mobile payments on Android & I stand humbly corrected on that!
If you could please just help me correct the rest of my ignorance... I’d surely be grateful! =)
Wow. Just wow. As a graphic designer, I hope this isn’t the case.
The notch is being copied because Apple are the giants and all other companies want to be associated with their design language. That doesn’t mean it’s good.
This! My wife ended up buying the Xs because she didnt like the size, it was just too annoyingly large (yeah yeah, I know what that sounds like), so she went with the more compact phone even though it was more expensive
As mentioned before, market saturation combined with pricing that has become uncomfortable for more people are the major drivers of stagnant sales for Apple. For comparison, Samsung phone sales are actually pretty bleak, driven by similar trends of price hikes and lack of real innovation that would make people stand around an Apple store for a week to get a new phone.
Whereas 5 years ago it made sense to upgrade every year as the phones coming out were significantly better, it's just not the case anymore. Other than appealing to people's vanity and/or the want of the latest/greatest, there is simply no need. Apple is obviously a very successful company, and they know what they are doing, but as with any company of this magnitude, the drive towards shorter-term profits to manage stock pricing is a risky one. Significantly increasing pricing to maintain revenue despite volume being flat/dropping can only work so long, even if you try hiding the truth by deciding not to publish results anymore.
As a consumer, I view high prices as a major short-term issue but a long-term benefit - it allows more players to enter the market, and it should provide us with more and better choices.
Whereas 5 years ago it made sense to upgrade every year as the phones coming out were significantly better, it's just not the case anymore. Other than appealing to people's vanity and/or the want of the latest/greatest, there is simply no need. Apple is obviously a very successful company, and they know what they are doing, but as with any company of this magnitude, the drive towards shorter-term profits to manage stock pricing is a risky one. Significantly increasing pricing to maintain revenue despite volume being flat/dropping can only work so long, even if you try hiding the truth by deciding not to publish results anymore.
As a consumer, I view high prices as a major short-term issue but a long-term benefit - it allows more players to enter the market, and it should provide us with more and better choices.
Apple likely will sell 75-80M iPhones, like they have in the previous 2 Xmas quarters. Wallstreet will say that unit growth is flat and it's not good enough.1.) RE: "Kuo believes that iPhone shipments for the current quarter will be in the same 75–80 million range he previously predicted, ..."
If AAPL believed they we're going to sell that many iPhones during this current Quarter, they would NOT have decided "to NOT report" iPhones units @ their 1Q19 Earnings Call !
It appears that Kuo has something in common with Cook, they both Lack Basic Common Sense.
2.) Woz is on CNBC right now ... his first example of AAPL innovation was TouchID
At one time, Woz was a Brilliant man ... appears to be mostly "disconnected" now.
Long term investors will be glad they stopped reporting unit sales. It got to be a silly, pointless game that focused on the wrong thing.
Since the XR has the exact same ppi as the 8/8 Plus, perhaps you'd like to try your fairy tale again with some facts? Like some evidence that TouchID is preferred by millions?
For those wishing for an SE2, I sympathize even though I prefer the 8/X screen sizes, but I those thinking the SE2 would be a best seller are delusional. The SE in its first year, even as the cheapest model, with the latest processor confounding analyst expectations, still was the worst selling model. I think the 5s black was the pinnacle of iPhone design, and hope the new IPads presage that the Xi will be a similar design and offered in Space Black matching the Watch, but I don't delude myself in expecting an SE2 to be a best seller. Perhaps 4 years of sales, and accommodating the few that want a smaller phone will justify a release in the spring.
XR sales may influence whether Apple thinks an SE with FaceID and edge to edge screen is worth it to them.
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Why is Porsche increasing their prices so much when competitors offer similar technology for less? I don't get it.
Except I do. Similar isn't the same as, and a Porsche isn't a Toyota. The iPhone costs more but it offers more, and amortized over its supported lifetime, is comparable in price for a better experience.
Life is too short to compromise if you don't have to.
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I don't believe you quite understand "simple math". It is entirely possible to sell fewer high priced phones and increase revenue substantially. All you have to do is increase the average selling price by a higher percentage than the unit sales dropped, which is exactly what Apple has done. They increased ASP by 16% while unit sales fell by 6%. They didn't necessarily sell MORE of the high priced phones (X, 8, and 8 Plus in 2018 vs. 6 and 6 Plus in 2015) as you assert as being fact, and it is quite likely they actually sold fewer of their flagship devices in 2018.
Actually, the XR has the same 326 PPI as the iPhone 8. The 8 Plus has a 401 PPI. Having said that, it doesn't make the XR's screen bad by any means.
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If you compare Apple's Q4 FY2018 iPhone unit sales vs Q4 FY2017, growth was flat. Meaning, unit sales didn't rise or drop, they stayed essentially the same. Revenue rose significantly because of higher iPhone ASP's. Had iPhone unit sales dropped YoY, those revenue growth numbers wouldn't be as significant.
My wife recently said she'd like to upgrade her iphone 8. Understandable. It's a tired design. Unfortunately, the only upgrades are bigger phones and she doesn't want that. Apple will likely provide her a solution later but that's on them. Big phones don't have to come at the exclusion of small ones.
However, that's hardly the problem at Apple. That's not why their stock is falling (although it's more an overall market thing going on right now). Apple is great at the playing the game of maximizing revenue/profits from iphones. But are they great at the long game?
1. Macs. It's a shame Apple couldn't expand marketshare much here during iphone craze. In fact, they've retreated from the business end. Education use is basically nonexistent. And killed their accessories. Marketing is basically nonexistent. The average person, IMO, is even more ignorant of macs now then pre-iphone. This is the heart of Apple. IMO, even if you take a loss, you invest in this. You go after schools. Don't worry about losses. Your iphones win the day. But but..apple doesn't make much here. They can't demand 30% of all apps. iOS is the future. You don't understand? Nonsense. This is Apple's most important product. A monkey could've stepped in and kept the iphone sales game going.
2. Stickiness. Man, I love the apple watch. Heck, that alone will probably keep ME buying an iphone. But other than compatibility with a Mac, I can't see how much else would (maybe itunes purchases..or perhaps imessages??lol). Consider that only a fraction of the market own watches or Macs.
3. Essentials. I've said this before but hardly anything Apple does is mission critical for me. The main draw is hardware, OS, and devices working well together. But i NEED Office. Have to use google. Apple's own maps, cloud, siri, email, you name it is kinda garbage or just second rate.
4. Opportunities. So what does Apple do with all this cash from the iphone era? An Apple car? lol Oh i know..Apple's romance with making original media for its fraction of the overall market. Netflix is on every device it can get on and Apple is supposed to make money on a fraction of such devices? But here's what Apple isn't doing with its cash. Finding more sources of revenue from different hardware categories. Apple tv cries for a speaker solution for example. All we get is an overpriced homepod. I'm sure many can think of cross category things Apple should be making that is built on iOS and just works.
5. Marketing. Iphone commercials concentrate on cameras or colors and looks, something every smartphone does well on now. Macs is nonexistent. Apple is telling people to compare its ipad with laptops when it doesn't do that very well at all. "Most people", that beloved target group that everyone seems to have the pulse for are largely ignorant of "why iphone?, why mac? and now why ipad?" Why would I want an iphone? Apple needs to answer that. I mean, I know why I am. But i'm an apple user for years now. I know many are oblivious to how well apple products work well together which enhances overall experience.
However, that's hardly the problem at Apple. That's not why their stock is falling (although it's more an overall market thing going on right now). Apple is great at the playing the game of maximizing revenue/profits from iphones. But are they great at the long game?
1. Macs. It's a shame Apple couldn't expand marketshare much here during iphone craze. In fact, they've retreated from the business end. Education use is basically nonexistent. And killed their accessories. Marketing is basically nonexistent. The average person, IMO, is even more ignorant of macs now then pre-iphone. This is the heart of Apple. IMO, even if you take a loss, you invest in this. You go after schools. Don't worry about losses. Your iphones win the day. But but..apple doesn't make much here. They can't demand 30% of all apps. iOS is the future. You don't understand? Nonsense. This is Apple's most important product. A monkey could've stepped in and kept the iphone sales game going.
2. Stickiness. Man, I love the apple watch. Heck, that alone will probably keep ME buying an iphone. But other than compatibility with a Mac, I can't see how much else would (maybe itunes purchases..or perhaps imessages??lol). Consider that only a fraction of the market own watches or Macs.
3. Essentials. I've said this before but hardly anything Apple does is mission critical for me. The main draw is hardware, OS, and devices working well together. But i NEED Office. Have to use google. Apple's own maps, cloud, siri, email, you name it is kinda garbage or just second rate.
4. Opportunities. So what does Apple do with all this cash from the iphone era? An Apple car? lol Oh i know..Apple's romance with making original media for its fraction of the overall market. Netflix is on every device it can get on and Apple is supposed to make money on a fraction of such devices? But here's what Apple isn't doing with its cash. Finding more sources of revenue from different hardware categories. Apple tv cries for a speaker solution for example. All we get is an overpriced homepod. I'm sure many can think of cross category things Apple should be making that is built on iOS and just works.
5. Marketing. Iphone commercials concentrate on cameras or colors and looks, something every smartphone does well on now. Macs is nonexistent. Apple is telling people to compare its ipad with laptops when it doesn't do that very well at all. "Most people", that beloved target group that everyone seems to have the pulse for are largely ignorant of "why iphone?, why mac? and now why ipad?" Why would I want an iphone? Apple needs to answer that. I mean, I know why I am. But i'm an apple user for years now. I know many are oblivious to how well apple products work well together which enhances overall experience.
FWIW the Xs is nearly the same physical size as the 8, but more of the front is display. As I mentioned above, that's what my wife went to because she didn't want the larger Xr
As much as I would love a SE2 with a edge to edge screen I don't think it's possible with the current tech. The notch would be to wide for the data on either side of it, and apple can't just create a bezel top and bottom. Other issue would be battery life. The X is already struggling with it's size. Smaller phone will never make it through a full day.
My X fell multiple times over my 1 year and 1 month ownership without a case, and with no damage apart from micro-scratches on the screen and back glass. I have AppleCare+ for peace of mind but thankfully never had to use it.
Exactly this. Last time the threat were from Samsung, and Apart from the OLED Display which was good but not great ( It has its pitfalls that many users many not notice, but has since been fine tuned and improve to a ridiculously good level. ) its software utterly sucks. And it was priced at close to Apple level. ( With heavy commission and discount from Retailers )
At the time Apple was innovating like hell, along with RDF from Steve Jobs.
Apple has since then sold more than double the iPhone, generating more than double or even triple the profits. But what innovation have they made?
Now their competitor is Huawei. And I agree the Honor is a bloody good phone. Mate 20 Pro Camera is god damn amazing. All the Chinese phone makers take most of the good UX design from iOS and moved them over to Android.
Would people continue to paid for Apple's top end iPhone? Sure. They need to prove they are worth that much. Right now I don't think iPhone XS Max is there.
The iPhone XS Max starts at US$1,099 and the iPhone XR starts at US$749. That makes the iPhone XR 30% less expensive than the XS Max and puts it in a competive price range with other smartphone manufacturers like Huawei and Xiaomi.
It's true, it's true. I have a bachelor's degree in mechanical engineering and I think I have a different perspective on things. I do get the automotive versus phone analogies. lol. Well I guess not All design is a compromise but I guess think about things a physical world.
In a perfect world I know there are no notches in Jony Ives' visions but to make that design a reality the other part of design process actually making a mass produced product has to come into play. When ever the engineers figure out to hide have id behind a display the one less compromise to deal with. Well until the next technology causes some other compromise.
Maybe in the US, but certainly not in many other markets. As I said before, in Sweden Apple gets killed by Huawei price wise. Mate 20 Pro 128GB and 64GB iPhone Xr priced within $50 of each other. It's a walkover by Apple as far as I'm concerned.
And even if I could afford it, it doesn't offer enough value to make me want to buy it.
Personally, I like to pay upfront for the things I buy. It focuses the mind on what is genuinely affordable and what the
alternative spending choices are.
In London rent on a one bedroom flat costs around £800 per month. That gets you a three bedroom house elsewhere in the UK. I would think you're more likely to have a spare £60 outside of the M25 than within it, given how much more affordable property is.
And again, we're talking about iPhones, not cans of coke or loaves of bread. I know there are people living hand to mouth, but theres a large middle class and lots of more wealthy people. Generally, the iPhone is quite inexpensive.
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What an odd thing to say. Seems that's so clearly wrong I think I must have missed something. How about "almost everyone identifies as either a man or a woman"?