I bought the 512 GB iPhone XS Max but I am in the extreme minority of people who are willing to pay almost 2K for a phone. The prices are just too high.
Kuo is usually right about leaks of upcoming products, but wrong about sales estimates every year.
His crystal ball predicting sales is not as reliable as his contacts at Foxconn who leak product info.
Jeez. Apple Stores also have easels holding up a poster about “XR starting at $449”. Never seen some type of promo like that.
I really hope they learned their lesson this year. Sheesh.
Buy one get one at launch was pretty goodMaybe now is the time for better XR carrier promotions. I would have considered some but the offers were nowhere near as good as years prior.
Can I get a hook up? LolI work for one of the two biggest carriers and the XR is by far our best selling phone. So this news comes at a surprise to me.
Why can’t you put it on the monthly payment plan and just pay it off? Don’t see why you can’t do thatI see Bogo sales, tmobile has an unlimited plan with an xr for $40 total. The sales seem good. My problem is the carriers, atleast att doesn't let me pay cash for the bogo like I did with the s9+. I don't want to pay monthly.
I work for one of the two biggest carriers and the XR is by far our best selling phone. So this news comes at a surprise to me.
This is only applicable to you. The screen on the XS is not so much better. I looked at both several times at both the Apple Store and at Verizon, and there's just not that big of a difference unless you are staring at the phone 3 inches from your face. This is one of those so overblown criticisms. Yes the OLED display on the XS is better, but the phone is NOT worth the price tag vs the XR for most users for what you actually get.The display on XS looks so much better to the point I would pay the $200. The display is the component you are going to be looking at all day. XR has a lower PPI than the 8 Plus it replaces and wont be as sharp.
Sounding like a broken record now...think we know smartphones in general the demand isn’t as high as it was before.
This. Almost everyone in my family and friends circle hasn't upgraded this year or even last year. Most people I know have an iPhone 7 Plus or maybe an 8. The 2 year upgrade cycle is dead due mostly do ridiculous prices, not as much the size.
It a pretty big admission for Apple to discount the iPhone on their main page. The sales must be disappointing.
iPhone XR demand has been lower than expected, according to Apple analyst Ming-Chi Kuo, who has slashed his overall iPhone shipment forecast by 20 percent for the first quarter of 2019. He now expects Apple to move 38-42 million iPhones in the quarter, down from his original estimate of 47-52 million.
Kuo, in a research note with TF International Securities, obtained by MacRumors:Apple reported sales of 52.2 million iPhones in the first quarter of 2018, which corresponds with the second quarter of Apple's fiscal year, so as few as 38 million units in the first quarter of 2019 would be a significant year-over-year decline.
For the iPhone XR in particular, Kuo has revised his shipment estimate to 15-20 million for the first quarter, down from 20-25 million.
Kuo estimates annual iPhone shipments will fall between 205 million and 210 million in 2018, and based on that, forecasts that annual iPhone shipments in 2019 will decline up to 10 percent to a range of 188 million to 194 million. This would fall below Wall Street's consensus estimate of around 212 million units in 2019.
While this news paints a pessimistic outlook for the iPhone, declining unit sales will likely be at least partially offset by the rising average selling price of iPhones. Apple's latest iPhone lineup is its most expensive yet, with the $349 iPhone SE discontinued and the iPhone XS Max topping out at $1,449 with 512GB of storage.
Kuo:Apple will no longer be disclosing unit sales in its quarterly earnings reports going forward, so investors will have to look towards iPhone revenue to determine how well the handset is selling. If unit sales are particularly bad, then a rising average selling price might not be enough to hide the weakness.
Apple has been aggressively marketing its latest iPhones. On its website, for example, the iPhone XR and iPhone XS take up the entire homepage with advertised starting prices of $449 and $699 respectively. However, each have an asterisk that leads to fine print that says pricing is based on an iPhone 7 Plus trade-in.
Apple's earnings results for the first quarter of 2019 will likely be released in May, so we're still some time away from real numbers.
Article Link: Ming-Chi Kuo Says iPhone XR Demand Has Been Lower Than Expected, Slashes Shipment Estimates
Yep, the notch will remain, albeit smaller I'm sure. I still believe Apple has stepped way too far with their pricing. This again is why the XR is actually a smarter buy for me. As tech bloggers have stated, "I get 95% of the XS experience for 75% of the cost."The XR would have sold more if it was 399 but the profits would have been vastly reduced if not eradicated. They have to pay for the more advanced tech somehow and I think from a business perspective with R&D costs, selling fewer phones with margins was the right choice. Next year tooling etc will be lower and the price can plummet. The iPhone X2 models are the ones I'm more worried about next year. The issue being apple has tied itself down to faceID and would need massive retooling to compete with what is going to be on the market. A notch-less x2 x2max is the only way to upsell to iPhone users next year. They have to go under screen fingerprint and work out how to hide the camera.
The market for used kidneys isn't as lucrative as the market for used iPhone 7+'s.Next up:
iPhone XR for $99*
*after kidney trade-in
yah think?I'm starting to think this guy is simply manipulating Apple stock price with these estimates, and buys the stock now that it's down. Then come January & Apple's earnings that yet again beat estimates, he'll make a small fortune. Easy to abuse (use) the fame he's got as an analyst.
Or Apple became greedy and still isn’t learning about the pricing being too highI'm starting to think this guy is simply manipulating Apple stock price with these estimates, and buys the stock now that it's down. Then come January & Apple's earnings that yet again beat estimates, he'll make a small fortune. Easy to abuse (use) the fame he's got as an analyst.