Ming-Chi Kuo Cuts iPhone XR Lifecycle Shipment Estimates by 30 Million

The market is saturated, what percentage of people upgrade every year or every other year? After replacing my MBP, iPad and buying an Apple Watch 4, I'm keeping my iPhone6 until Apple blows me away with something new. I paid $300 for the 6 and refuse to pay $1K let alone $750 for the second tier phone.
 
I think it is somewhat of a comment on the smartphone market overall too. The market is essentially saturated, and people are holding onto devices longer since speed / software compatibility / and features have more or less leveled off.

Consumers tend to hold on to the current model if it is working well and the replacement is going to cost almost twice as much, for pretty much the same functions and usage.
 
My hands are big, but I still have no idea how anyone could think the XR is too big. Ever since I got my iPhone 6 Plus, I’ve never been able to go back to anything smaller.

My launch 7 Plus is starting to show signs of wear and tear and I’d consider replacing it with the 8 Plus over the XR any day, and that’s not even accounting for price. And as much as I want an XS Max, the PWM is too much for me.

He’s right about Huawei, too. Both their notebook and smartphone lineups are excellent right now. One of the only companies who might be able to turn me away from Apple.
Everyone is different. My SE broke and I had to borrow an iPhone 7 for a couple months. It was too big for me. Very frustrating. I thought that after a few weeks I would get used to it and get the new XR, but I purchased another SE as soon as I saw that they did not release a new small phone.
 
For me, all the products are linked. I like having my data sync'd easily between my iPad, phone and laptop. However, as I start to replace some of the software (keychain to Bitwarden, Safari to Firefox) coupled with the fact I don't think the newer laptops or iPads are value for money, then once I decide to switch one device away from the Apple ecosystem, the others lose their main advantage pretty much immediately. After which it comes down solely to price, and Apple never wins.

At the moment I have a 1st gen iPad mini (which is just about hanging on to life), a late-2013 MBP (which runs great, albeit needing a new battery) and an iPhone 6S (ditto). Once one goes, it'll be like dominoes.

I don't want to change though. I'm hoping a decent laptop is unveiled before mine needs replacing, I quite like the XR but find it over-priced, and I'm considering ditching the tablet completely as there's no new mini and the Pros are over-engineered for what I'd use one for.

Hmm - three paragraphs just to say I'm on the fence ;)
That has happened to me in the last 2 years, piece by piece. I'm over the fence now. (only one line needed:D)
 
It's simply too expensive. All Apple's phones are now. Here in the UK, wages have been stagnant for years; we simply cannot absorb these 20-25% price increases on top of the exchange rate pressure we're seeing due to Brexit.

These aren't even affordable on contract. Carriers are now touting 3-year plans instead of 2; that's an extra year with the same phone just so you can pay the same monthly charge as before. Meanwhile, Huawei are killing it here. Their phones are gradually appearing everywhere; lots of new Nokias and Samsungs too (as the latter are frequently discounted).

The 1080p LCD-based Huawei P20 Lite (which the XR roughly competes with) is just £229 outright. Is the XR better? Maybe. But it's not £520 better. Even going up tiers to the P20 (£399) and the flagship P20 Pro (£629) make the iPhone prices look ludicrous. I just don't see how Apple is going to sustain these prices against such decent competition.
I couldn’t agree more. Getting an iPhone XS Max on contract costs around £70-£90 a month! I refuse to spend so much on devices. If it wasn’t for my Apple Watch and iMessage I would have switched to Android along time ago.
 
Did Kuo not see this or will he come out with a new "forecast" next week?

Apple was the top-selling mobile phone brand on Alibaba platforms during Singles Day, beating Chinese rivals
  • Apple was the top-selling mobile phone brand during Alibaba's record-breaking 24-hour Singles Day shopping event.
Kuo talks about the future and here you're talking about something already happened. It seems easier not being wrong this way
 
Did Kuo not see this or will he come out with a new "forecast" next week?

Apple was the top-selling mobile phone brand on Alibaba platforms during Singles Day, beating Chinese rivals
  • Apple was the top-selling mobile phone brand during Alibaba's record-breaking 24-hour Singles Day shopping event.

People have been buying the XS MAX in China. XR is dubbed by some as the poor man's iPhone.
 
We would have bought an iPhone SE this Christmas for my son, but Apple axed it so we'll be replacing his old Android with a new Android in the $300 range.

I would have bought an Apple smart speaker product this year to stream music to it from my iPhone, but $350 is too expensive.

I would have bought a new Mac Pro by now. The last once I bought was early 2014.
 
The only reason Im going with this phone is because the LCD screen doesn’t blast your eyeballs out with PWM like the OLED screens. Total fail on Apple’s part to pit a screen on XS and Max that gives people headaches. Unbelievable
PWM?

“Possibility of Wrong Message”?

“Poke-Weed Mitogen”?
 
I think it is somewhat of a comment on the smartphone market overall too. The market is essentially saturated, and people are holding onto devices longer since speed / software compatibility / and features have more or less leveled off.

This. Plus Apple encourages longevity with years of support too. Hell, there is very little benefit to support the 5S or 6/6+, but Apple still does it.
 
This guy doesn’t have a clue. He just throws crap and the wall and sees what sticks. And with Apple no longer providing unit sales it’s impossible for him to be proven wrong.
 
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