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No, iPhone sales are tanking is fake news. Foxconn reported record revenues in October. No different than last years “x is a disaster” fake news and we know how that turned out.:p
 
If you look at the biggest losses the three companies have endured over a 2-3 months period, they have lost a max of:

Biggest loses recently:
Apple 29% between 3-Oct and 14-Dec
Microsoft 9% between 4-Sept and 20-Nov
Amazon 26% between 4-Sept and 20-Nov

And if you look over a longer fixed 3 month period, 14-Sept to 14-Dec
Fixed 3 month period ending yesterday
Apple 26.5%
Microsoft 6.5%
Amazon 19.2%

I'm not sure where you are getting your facts from but they look wrong to me, care to put up your calculations?
I was referring to an older article here.

https://www.cnbc.com/2018/11/20/tec...n-and-counting-from-highs-amid-tech-rout.html

Now that I reread the article, I have no idea why I mentioned Microsoft either.

Even though Amazon had lost more market cap than Apple at the time of the article, all attention continues to be focused on Apple, and the blame seems to fall squarely on predictions that iPhone sales will fall due to higher prices, and reinforced by Apple's decision to no longer report sales figures.

And just yesterday, CNBC had this to say as well.

https://www.cnbc.com/2018/12/14/top...e-iphone-shipment-estimates-by-20percent.html

Insinuating that the 3.2% drop in Apple's share price was somehow linked to Ming Chi Kuo's forecast of lower iPhone sales.

But then you realise that Microsoft is down 3.12% while Amazon is down 4%.

I am of the opinion that the market is down simply because the market is down. Sometimes, it just behaves erratically and there is no point trying to assign a reason to it. In the very least, there is some greater malaise affecting all the companies and whatever the issue is, it's not a problem unique to Apple (ie: likely not due to fears of poor iPhone sales). It's just the state of the current market.
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Was that really worth posting?
You are right. It wasn't and that snark was in poor taste. Apologies.
 
Why would anyone go for LCD when OLED is available? The XR is redundant. I am not expecting Apple to introduce its new upgraded version next year.
Because it‘s much cheaper and the display is still very good? And the colors are nice. I would prefer it to the XS if it weren‘t so huge.

That being said, I wonder why most here seem to take Kuo‘s estimates as facts.
 
You're missing his point. The XS direct competitor is the Pixel 3 not the XL. The XL competes with the XS Max. Hence, there is a huge price difference.

The Note 9 does not compete with the XS. I would argue it isn't even the direct competitor the the XS Max. The S9 and S9 plus is what competes with the XS and XS Max. Which again, cost a lot less.

Thank you.

My point was that Apple does look expensive compared to competitors. If I needed another phone tomorrow I would realistically be comparing the XS and the Pixel 3, given that the phone I actually want doesn't exist. In the UK those prices are 999/639 and in the US (I just checked) it's 999/699. (Google is also offereing £75 to spend in their store as well as in incentive). I like Apple but that difference is enough to make me jump ship.

Just in case anyone from Apple is reading I'm one of those annoying people who likes my SE, so a 4.7" screen in a small body would be great. Having said that I've recently stood and compared XS/XR and Pixel 3 side by side and realised how much bigger the bezels are on the XR due to the screen tech. The round edges exacerbate this so in a smaller phone I think the bezels would look excessive.

Hopefully Jony is sitting in his design cave stroking a flat sided OLED phone with a 4.7" edge to edge display and wondering if he can get Tim to OK it at 699 dollars/pounds. Somehow the notch is gone too.
 
Just a clickbait article about another “forecast” from the analyst who is almost never correct about sales - he does better about new product features but sales forecasting from him is suspect at best.
 
But then you realise that Microsoft is down 3.12% while Amazon is down 4%.

Micro$oft is one of those companies that every one loves to hate.

I am quite impressed by their comeback. They do have a bit of distance to go with their OS though.

One worry with Apple that I see reported is that their main source of income comes from the iPhone division.
And playing with the price of the iPhone could be seen as dangerous.

Personally, I don't really use that much of the iPhones power, mainly free apps that are from large companies, the occasional pass the time game and of course the camera. Other peoples mileage may vary.

Time will tell if Apple need to re-adjust the price/performance ratio.
 
The XS direct competitor is the Pixel 3 not the XL. The XL competes with the XS Max. Hence, there is a huge price difference.The Note 9 does not compete with the XS.

There definitely is some confusion here. For the record, this is what I posted below previously. The price points are reflective of being the competition that have similarities. The Pixel XL and Note 9 have the Highest price points and are the most expensive phones in relation to Apple’s.

These are my previous quotes that you may/may not have read:

Samsung and Google have comparable prices to Apple’s

the Pixel 3 XL, which verges on $899/$999 is and it’s their latest device comparable to the XS Max and Note 9.
 
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I'm not buying another iPhone until they give us a 4 inch screen model. Hate the idea of carrying a tablet for a phone
 
I'm not buying another iPhone until they give us a 4 inch screen model. Hate the idea of carrying a tablet for a phone

Apple’s 4 inch iPhone days are over. If the SE was selling so strongly, they would not have discontinued it. They might revamp a phone like that in the future, but I doubt it will ever be a 4 inch display.
 
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Shocking news.

Who would have thought thought that it would become increasingly difficult to sell smartphones that offer smaller and smaller benefits over the previous model for higher prices every year?
 
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If the following analysis turns out to be true, then Apple is overcharging.
If not then buyers of iPhones are not price sensitive.



Department of the bleeding obvious springs to mind.
My laptop has more power than supercomputers from years past and contains technology never used in laptops before.
You never answer the question about “over charging “ or “raising prices “. We will not know how many iPhone units apple sells only the revenue.

Your laptop doesn’t have a custom designed oled screen, where the part number is new for 2018.
 
You never answer the question about “over charging “ or “raising prices “. We will not know how many iPhone units apple sells only the revenue.

Your laptop doesn’t have a custom designed oled screen, where the part number is new for 2018.


Overcharging is determined by what the customer is willing to pay. If increasingly fewer people are buying then that is an indication that the cost is too high and customers don't see the value.

The average person would likely struggle to tell the difference between the OLED screen on an iPhone X/Xs and the older LCD models let alone the OLED displays on many Android phones. It just isn't that big a selling point.
 
Overcharging is determined by what the customer is willing to pay. If increasingly fewer people are buying then that is an indication that the cost is too high and customers don't see the value.
Only apple knows it’s internal targets, not this guy. Mercedes is going to sell far less of it’s $130k s class v12 than the c350. Us tgst because they are overcharging? Or expect to sell less of a higher priced item?

The average person would likely struggle to tell the difference between the OLED screen on an iPhone X/Xs and the older LCD models let alone the OLED displays on many Android phones. It just isn't that big a selling point.
This is not about how a person can tell the difference between kid and oled. This is about the cost of manufacturing a custom oled screen that is reflected in the price of the product.

Whether the large oled screen on the max is a selling point? You tell me. Its why the xr exists at a lower price.
 
Only apple knows it’s internal targets, not this guy. Mercedes is going to sell far less of it’s $130k s class v12 than the c350. Us tgst because they are overcharging? Or expect to sell less of a higher priced item?


This is not about how a person can tell the difference between kid and oled. This is about the cost of manufacturing a custom oled screen that is reflected in the price of the product.

Whether the large oled screen on the max is a selling point? You tell me. Its why the xr exists at a lower price.

Apples own targets have got nothing to do with it, if less people are buying your product than before then that indicates that there is some feeling that it offers less value than before.

Obviously Apple doesn't want this narrative out there so they chose to hide it.

For all the custom parts in the world Apple decided to take a higher margin on the iPhone X so you have to factor that in too.
 
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The price is not the only factor. Many people simply don't want to carry a flat-screen television in their front pocket.

View attachment 810718
Exactly this. I have big hands, but I prefer to use my phone with one hand. I’ve found the phones since the 6 and later have been really awkward to use. The size and rounded edges make them too easy to fumble.

I was at an Apple store this week, and tried out the XR and XS. Within the first 10 seconds, I fumbled and dropped the XR twice. Yea, that’s just not going to work for me. The XS is marginally better, but I’m not spending over $1k on a phone, ever. I’ll stick with my SE for now, until Apple decides to do a reasonably-sized phone again.

They just brought back flat sides on the new iPad Pro, so I’m hoping the slab-sided look is coming back to phones as well.
 
Totally agree. I had a 7 for a long time. Just bought the XS and I hate it! Only good thing is that it's faster - but everything else is actually worse. I can't believe I spent $1,500 on this piece of garbage. If I saw Tim Cook I'd tell him I'd pay more for a smaller phone with touch id. The people running this company have run out of ideas.
Your post makes no sense. How is everything worse than the 7 besides speed?
 
Exactly this. I have big hands, but I prefer to use my phone with one hand. I’ve found the phones since the 6 and later have been really awkward to use. The size and rounded edges make them too easy to fumble.

I was at an Apple store this week, and tried out the XR and XS. Within the first 10 seconds, I fumbled and dropped the XR twice. Yea, that’s just not going to work for me. The XS is marginally better, but I’m not spending over $1k on a phone, ever. I’ll stick with my SE for now, until Apple decides to do a reasonably-sized phone again.

They just brought back flat sides on the new iPad Pro, so I’m hoping the slab-sided look is coming back to phones as well.
My opinion, but if you use an SE, you have small to average hands at best. Even one-handed, the SE is a total joke to use.

Also, might want to give it more than 10 seconds before you decide it’s not going to work for you. You went from a baby sized phone to a big boy phone and it will take some getting used to. Doesn’t mean it’s bad...just different....and better.
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Maybe the physical size of the current lineup is just too darn big.
Maybe it isn’t and Ming Chi Kuo is wrong, like every other iPhone demand article has been over the years?
 
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Apples own targets have got nothing to do with it, if less people are buying your product than before then that indicates that there is some feeling that it offers less value than before.

Obviously Apple doesn't want this narrative out there so they chose to hide it.

For all the custom parts in the world Apple decided to take a higher margin on the iPhone X so you have to factor that in too.
Internal targets have everything to do with this. Apple bases it’s guidance on what it believes it’s upcoming revenue is.

As far as the margin in the Xs max, do you know fir a fact apple has a higher margin than on the Xs?

As far as the narrative, apple wants to control it, not have the analysts control the narrative.
 
There definitely is some confusion here. For the record, this is what I posted below previously. The price points are reflective of being the competition that have similarities. The Pixel XL and Note 9 have the Highest price points and are the most expensive phones in relation to Apple’s.

These are my previous quotes that you may/may not have read:

Yes you are right, I apologise for not reading that correctly. However I still think you are wrong in your original point. In the US a Pixel 3 XL is $749 vs XS max at $1099 and the Pixel 3 is $699 vs XS at $999. I don't think those prices are 'comparable', in the sense that you use the word, they are very different.

If Apple has year on year decline in sales due to the whole market stagnating that's one thing, but if they lose customers to direct competitors that's quite another. I would honestly choose a Pixel 3 over an XS as it stands if I needed a new phone today. If they made a smaller phone, even a premium product (not an SE replacement) I would stick with them.

Sorry for any confusion.
 
Internal targets have everything to do with this. Apple bases it’s guidance on what it believes it’s upcoming revenue is.

As far as the margin in the Xs max, do you know fir a fact apple has a higher margin than on the Xs?

As far as the narrative, apple wants to control it, not have the analysts control the narrative.

Ok that is revenue. That is not iPhone sales. Less phones sold at higher prices doesn't take away from the fact that they are selling fewer of them.

Again, there is a reason Apple is hiding the unit sales numbers.

I didn't say the Xs Max had higher margin the X/Xs have a higher margin than the 8/8 Plus et al
 
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