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Ming-Chi Kuo Says iPhone XR Demand Has Been Lower Than Expected, Slashes Shipment Estimates
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The iPhone X was definitely marketed as a luxury high end model. Apple even changed the whole naming nomenclature for it. They released an updated iPhone 8 model right next to it. Come on. Of course, it is a luxury high end model.
We can argue wether it is a brand or a model.....but the analogy still holds. There are tons of examples (not just cars) when companies release a new high end model (or even create a new brand) at a higher price than than the original and keep the updated current models at the same price. Branding is just another way of creating product differentiation, but it is largely just marketing.
It hasn't the best quality. Look if you find anywhere a OLED computer screen - You won't because OLED sucks. Hint even the OLED TVs don't use OLED, they use a monochrome OLED backlight with a LCD over it.
My point wasn’t about how people look at their phones, but a point to be made to the OP.
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I upgraded from the 7 Plus to the Max. It’s a whole different beast when it’s in hand and you actually use it. Face ID works awesome. Camera upgrade alone to me is well worth the money. (Even though the 7+ has an excellent cam.) full screen OLED, battery life is amazing for me. (7 Plus was right up there for me too).
It just different people see value differently. For me, the camera upgrade was enough for me to justify the price to myself. But someone else who is happy with what they got might think twice. So I get both sides
Definitely.
See thats an easy sell to people who are techie but to my gf she sees £750 for the 7plus two years ago and is now looking at £1100 for the Xs Max. No deal.
My wife was in the same boat. She wanted a new phone with a better camera to replace her iPhone 7. We went and bought a XR and she tried it for a while. She hated the size. HATED it. As a result of her feelings, we had an honest discussion. I bought her a Pixel 3 on the holiday discount (so $700) and guess what? She LOVES it. She talks about how great it is and how useful Google Assistant is. She loves the size of it in her hand, she loves how light weight it is, and she loves the camera (duh).
The sad thing for Apple is she wouldn't have considered the Pixel 3 if Apple had a non-huge phone size at a reasonable price. And yes, the XR is a big upgrade from the 7 in most respects, but it just didn't work for her and she had no great options left.
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Exactly. And my wife didn't want the big one, but the Pixel 3 XL is regularly discounted (I paid $750 for mine). While I appreciate that switching ecosystems is a bit of a pain, the difference between an $1099 iPhone and a $750 Pixel 3 XL is worth it.
The XS Max is the replacement for the Plus phone as its effectively the Plus phone with OLED display and FaceID. Screen area wise they are the same. The prices have increased because if you stay at $799 price point, you get a product inferior to the Plus. Pay $999 for the XS and you still compromise on the display size coming from a Plus.Still arguably inferior. Its only at $1100 you don't lose any features coming from the Plus and like your eggs example the XS Max is superior to the 8 Plus. Hence prices have increased.
Well that's silly. I'm saying a Ferrari cost more to manufacture than a Honda Civic. In the same vein, I'm guessing the Xs Max costs more to manufacture than a $50 phone. Foxconn really doesn't manufacture the parts, they assemble them, so that is what I mean. An Xs Max could cost more to assemble than a $50 phone.
Of course, the "Tim Cook" is a sucker" was really needed.
No, Apple is hoping that the customers willing to pay $1300 would upgrade yearly. if I pay $1300 for an iPhone XS Max, I sure as hell won't upgrade yearly. So this will work in the short term but over the long term it seems unlikely to me imo as the phone is starting to cost as much as a high end computer and the value derived from an iPhone is nowhere close to a real computer.
It's a real problem for them.
The 7/7plus to the 8/8 Plus is hardly an upgrade at all, the XR is limited in some ways and some wont like the size and then you're just left with the high end.
You hear, huh? Great source.
Apple has accounted for over 50% of Hon Hai’s Revenue and even more during the calendar Q4.
Huawei doesn’t even approach Apple in terms of flagships sold. I posted some numbers in another reply, so I can dig them up if you question it. Basically, the P20 and P20 Pro for the year will sell about as many iPhones as Apple sells in a month.
You also lose the telephoto lens. That's a deal breaker at this point.
I often lay my phone on my desk at work. Because FaceId sucks for angles, I am forced to pick it up every so often to unlock or if I’m lazy to type the pin.
I also sometimes use the phone at various angles convenient to me whether I’m in bed or laying on the couch. None of these cases are satisfying the perpendicular scenario
Who said the 7 and 8 are selling better? An Apple exec just said the Xr is the best selling iPhone in the lineup since release.
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Adding a headphone jack would not increase sales, just like removing it didn’t decrease sales. People don’t care about it broadly, proven in sales data.
The notch doesn’t bother people who own phones like the X, evidenced by the enormous success of the X, driving the entire lineup to adopt that style.
You think if it did poorly, the whole new lineup would have it?
We haven’t seen the numbers yet, but they are going to be good as usual when they report in January. If they aren’t, I’ll say I was wrong.
They are selling better where I’m from much like they outsold the X, but I don’t doubt globally the XR is the best selling iPhone in the last couple of months.
Right. And the iPhone XR does not compare well with the Pixel 3 or Pixel 3 XL. The only reason that isn't a bigger problem for Apple is twofold:
- Google is only a minor hardware player
- Samsung, the only other super hardware provider in the US, sells phones at ridiculous prices as well
Car analogies are a telltale sign of misunderstanding the phone market.Well that's silly. I'm saying a Ferrari cost more to manufacture than a Honda Civic. In the same vein, I'm guessing the Xs Max costs more to manufacture than a $50 phone. Foxconn really doesn't manufacture the parts, they assemble them, so that is what I mean. An Xs Max could cost more to assemble than a $50 phone.
Of course, the "Tim Cook" is a sucker" was really needed.
I guess I didn’t get that impression but I suppose that’s marketing for you. Nobody views it the same.
No he didn't.
Jos said..
iPhone XR "been our most popular iPhone each and every day since the day it became available.”
Based on what data? Selling better in you household? The X was the #1 smartphone in the world.
Lol no not in my household. The iPhone X was the 7th best selling iPhone here up to the launch of the XS and it’s been reported since that the iPhone 8 has been selling better than any other model, it was the 7 previously.
November 2018
A lot of this was backed up by carrier data too.
Yeah, that means it’s been the best selling. Stop trying to outsmart yourself.
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This looks like market share, which doesn’t make sense when talking 2018 sales. The iPhone 5s didn’t sell almost as many as the iPhone X and all those models above didn’t outsell the X, which was the world’s most popular phone in Q1 2018Lol no not in my household. The iPhone X was the 8th best selling iPhone here up to the launch of the XS and it’s been reported since that the iPhone 8 has been selling better than any other model, it was the 7 previously.
November 2018
A lot of this was backed up by carrier data too.
Data like this is meaningless to me without explanation or sources. Looks flawed like it’s simply based on active units. You can do math on these allocations and not get to the $761 ASP Apple had in 2018, so it’s not a worldwide trend at minimum.
iPhone 7 has been on sale for far longer and has more active devices because of that.
The iPhone SE, 7, 6s, and iPhone 6 did not outsell the iPhone X in 2018, period. Neither did the others. You’re either using the data wrong or the data is wrong.
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You are asking @The-Real-Deal82 for specifics but not providing any yourself.
The iPhone X was the best selling smartphone in the world in Q1 2018 as you would expect but it was overtaken by the new Samsung phones when they released and counterpoints research had the iPhone X sales share as only 0.3 % ahead of the 8 Plus.
My evidence is a $761 ASP in 2018 and all sales mix numbers are speculation because Apple doesn’t release them.
Cook said iPhone X was the most popular iPhone since release for at least 2 quarters after it released because he said it on investor calls 2 quarters in a row.
You can’t get to a $761 ASP by selling SEs, 6s and 7. Period.
I’ve seen around 20 X style iPhones ever in the wild so if the data is unreliable then I doubt it’s too far off. The CEO of carphone warehouse the biggest mobile retailer in the UK even said on the BBC earlier this year that 25% less people were upgrading through them and newer devices were struggling against older cheaper phones. I don’t think it’s far fetched to see that the expensive iPhones are not as appealing as the cheaper ones.
There was also an article on here that suggested that up to 45% of X sales were in the United States over the past year. Nobody is suggesting Apple isn’t selling loads of them, but in different countries popularity is also different.