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Ming-Chi Kuo Says 'Worst Soon Over' in Regards to Slowing iPhone Sales
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Is there an untapped source of millionaires with more money than sense arriving from the moon we are not aware of? I am not spending $2000AUD on a mobile phone, I know few people who would. I don't want to spend that on a computer let alone a mobile phone. Half that price and I would still feel sick to my stomach on an iPhone.
I will not upgrade my 2 year iPhone, my 4 year iPad until Apple:
makes a flagship smaller phone and
makes an OS worthy to be on the iPad
with reasonable prices.
makes a flagship smaller phone and
makes an OS worthy to be on the iPad
with reasonable prices.
I am not in the US nor have I lived there. I live in a 3rd world country. I see iPhones around, 1 in every 5 people I come across has an iPhone. I use an iPhone, it may vary from which city you live in. I’m happy with my iPhone, I made the switch after using 6 Android phones 4 of which were Samsung flagships. I started to sip my toes with the iPhone SE, I enjoyed it coming from bigger screen Android phones. I upgraded to the iPhone 8 a year after. I am still happy with it after over 1 year of use with my iPhone 8. I was planning to get the iPhone XR, I realized I can wait for the 2019 or 2020 iPhones if I will upgrade or still hang on to it. My iPad 2 really did last 4 years lol. It kept falling down, the iOS support was just amazing up to numerous years of use until it finally died. I know people think Apple is overpriced. You are paying for both hardware and software, and the years of support that follow. Compared to my Android phones which has no support after 1 year or 2. Apple does sell the iPhone models of the previous year and the model before that. Their custom chips do have longevity to it. I have been using the AirPods for over a year now after constantly waiting for my nearby Apple store to have them in stock. They are still phenomenal to this day. I use them and I love them! Side note, I really hated wires; even when I was still building gaming PCs back in the day. Apple does give choices, people just want a cheaper one, people forget Apple is a brand that doesn’t sell cheap. I was even tempted in buying the HomePods when it was at $250 during the December sale. I’m still hopeful for Apple, I really want Apple, Google, Microsoft, heck even Amazon to keep competing. It sucks when there’s less competition, it helps push these companies to improve and do something to attract us as consumers to buy their products. Even if it’s incremental upgrades, just upgrade every 2-3 years or even 5 years if it still works. I miss using a Mac for desktop tasks. I sure hope I can have enough budget down the road to buy a Mac Mini or a refreshed iMac. I hope you’ll do what you think is best for your situation, be it financially or other reasons.I know it came as a bit of a shock to me that outside the USA, the world may be losing interest in Apple iPhones. Maybe I've been too isolated in my own Apple "dream world"? Well it started with the //+. And I've been all in since then.
But the ever increasing price of Apple products has me wondering what I may be looking to buy after my 2 year iPhone contract is up. As an alternative I can of course keep each device longer.
I know others have said it, but Apple needs a price leader in every category of device they make. People should be able to be able to pick and choose within each category of device and price The devices of varying cost all need to work seamlessly together. Which of course is Apple's hallmark, that is the integration of all of their devices.
What am I trying to say? For example, Apple let me buy a minimal iPhone, high end iPad Pro, and a "high end" watch. I don't mind paying the "Apple Tax" but I want choices on which Apple devices I am willing to pay it.
Still an Apple Fanboy but we need more choices.. The shine is not of the "Apple" for me. Groan now
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I do miss my iPhone SE. I wonder if they’ll make a sequal to the iPhone SE or even make it slightly bigger if needed.
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You can always hang on to your iPhone X until 2020 or until it dies. I’m holding on to my iPhone 8 as of now too.
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And make sure it has a floppy drive too since we love going backwards!
Depends how IOS 13 looks might give people less reason to upgrade if there are good enough feature improvements there
It's either Ming is not an only predicts the next iPhone now he's also a financial experts. Well my observation on Facebook marketplace says otherwise, people are selling their iPhone X really cheap unlike couple years ago except for Apple Watch some people still trying to sell their Series 1 for $200.
Look after the environment and resources for your children. Don't upgrade without having a need to.
I see tons of people with a XS Max, a X/XS, and XR. Just yesterday at Costco I saw three different groups upgrading their FAMILY iPhones, with one single gentleman getting himself a Note 9. It's all a bunch of BS. Face it, society, at least in the US, is all about keeping up with the Joneses. People will buy their new phones every single year.
China and India have much cheaper options. The Xiaomis, Huaweis, Oppos, and OnePlus' of the world are making excellent headsets at much cheaper prices. Of course they're going to win market share.
China and India have much cheaper options. The Xiaomis, Huaweis, Oppos, and OnePlus' of the world are making excellent headsets at much cheaper prices. Of course they're going to win market share.
You also clearly don't like data and logic.
Even if the worse was in China Apple didn't do well enough in the rest of the world in order to at least balance the decline in China.
And what records din apple set in Germany or Italy? We don't know but taking in consideration that Apple historically had a low market share in these countries I would say that they talked about increased revenue when their mentioned "records" which doesn't mean the market share situation has changed much or will change significantly in upcoming months. What I'm saying is that Apple's price strategy is not sustainable long term and they have to move past it or they won't be able to stop the decline.
Apple will have a tough 2019.
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Last friday afternoon I was at the Apple store of Carosello Mall near Milan and there was only few people inside.
The problem is that all competition will have 5G too. Apple or lower his prices or has to add something more at the products.
No. A “100% guess” would be you posting how many tons of ore were produced by the Boddington bauxite mine in 2012 without looking it up. Otoh, Ming-chi Kou actually knows a lot about what he’s talking about, and I’m betting his statement is better than chance at being accurate.
Who would guess a store on the street would be empty when it's 25 degrees outside, no products have been launched recently and Grand Central is 3000x more convenient?
Shocking.
Agreed. I've just seen so many people complain about missing touch id. If they release a phone with both this year I will be no doubt, buying it asap.
They set revenue records in those countries. I never said anything about market share.
To offset a significant decline in a major market like China, Apple would need to significantly outperform in many other countries, not just perform well...which they did.
What you’re not understanding is the simple logic. Apple flat out told us that China was responsible for over 100% of the revenue shortfall. This means if China performed only as well as last year, Apple wouldn’t have revised guidance. That’s it. Not further explanation needed. They would have hit at least the lower end of their guidance range.
Apple did well enough in the markets like Canada, US, Italy, Mexico, Korea, Germany, and Vietnam to note that revenue records were set. This further cements how much of a drag China was in the calendar 4th quarter.
Your statement about price being unsustainable wasn’t true in markets they set records. Lowering prices across the board doesn’t guarantee revenue growth either. You have no data to support that. My data is revenue records in the countries I mentioned, indicating prices aren’t a problem there. China pricing has been adjusted, but we still have to see if it will work. Again, no guarantees. Maybe the problem is with market saturation, features, etc.
All you people thinking that lowering prices is the winning strategy don’t understand business. Lowering prices doesn’t necessarily get you to a goal of revenue growth. If they lower the price and sell X more units, they may or may not make more money, which is the goal. You could also give the product away and sell more units. Apple’s strategy isn’t simply to sell more units.
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apple is all but super high .. they are maybe a premium ... they sell overpriced underspeced, defected devices.
thats not premium at all - they have a strong brand - agreed!
That's because out of warranty X expected to have battery, display issues. They probably get away with potentially problematic device at whatever price they could sell it off
And....Caterpillar just blamed China for their biggest earnings miss in 10 years.
Oh, AND NVIDIA.
The Apple miss was China, period. Until a China improves, the worst may not be over. I’m surprised Apple did as well as they did with several companies blaming China now.
Oh, AND NVIDIA.
The Apple miss was China, period. Until a China improves, the worst may not be over. I’m surprised Apple did as well as they did with several companies blaming China now.
Absolutely true! Knowing how efficient and fine-tuned Apple's manufacturing (along with inventory management, test, and fulfillment) process is in China (the best in the world), perhaps you can suggest some manufacturing alternatives and optimizations that can substantially reduce the cost of manufacturing iPhones? Let's start with a goal of reducing cost by, say, 15%.
"Second, and somewhat less applicable fact is, Apple does have non-iPhone revenue that, if peddled at higher margin, can subsidize iPhones, if they so wish"
Also true, and of course that already occurs. Look at all the premium priced accessories Apple produces. Laptops, too. Do you have some ideas for increasing their prices even more, to compensate?
Or...maybe charge $100 for macOS and iOS updates? Or add an extra couple hundred dollars to laptops and Mac Mini?
I'm all ears!
Looking forward to hearing some ideas...