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Samsung to Slash OLED Panel Production on 'Weak Demand' for iPhone X, Claims Nikkei
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I see it another way. Apple's financial results show that it sold very well for the 1st 3 months it was available but is now slowing down. It WAS selling very well. How can you tell it's selling well now when Apple hasn't (and won't for another 3 months) release the next quarter results?
My opinion is that those people that just have to have anything new from Apple bought it during the first three months (which also included Christmas which didn't hurt sales!) and now, people are basically unwilling to fork over the premium cost of the X. It's obvious the X is already old.
Using EITHER word in the context of Apple sure makes for an exciting headline.
The distinction many people are missing is did the iPhone X sell well verses as well as Apple expected.
Yes, the X sold well. Well enough to raise the average iPhone sold price by ~$100. That's huge.
No, the X isn't selling as well as Apple expected. 1) Apple delayed the launch to build up stock and yet the shipping delays were minimal relative to previous releases. 2) Reduction of a key component's production from an expected target amount. Both of these point to Apple expecting larger demand than occurred. Sales were good yes, but not as good Apple thought/hoped they would be.
Yes, the X sold well. Well enough to raise the average iPhone sold price by ~$100. That's huge.
No, the X isn't selling as well as Apple expected. 1) Apple delayed the launch to build up stock and yet the shipping delays were minimal relative to previous releases. 2) Reduction of a key component's production from an expected target amount. Both of these point to Apple expecting larger demand than occurred. Sales were good yes, but not as good Apple thought/hoped they would be.
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I can appreciate your honesty. Even with Face ID, OLED display, Gesture controls and new form factor, it’s just a smart phone primarily as the same functionality as the other iPhones. To appreciate the X, some rationally make the decision on what intrigues them that they perceive value in the latest device and others will purchase the latest iPhone regardless of the price tag. But the price point of the X is off putting, no matter if it’s paid in full or subsidized.
Sigh! (directed at both sides): My grandma used anecdotal evidence 20 times a day and she lived to be 110.
For some people, yes, iOS might be the killer feature - but for others it might be having a SD card slot, USB-C, Headphone jack (without being 3 years old), customisable home screens with widgets or an active stylus... Or, indeed, not spending $1k on the one electronic device that you're most likely to lose, drop or get stolen.
This isn't a game of Top Trumps* - You can't cherry-pick one feature and use that to dismiss any other advantage the competition might have. Newsflash: whether you think that Android is better or worse than iOS it is a perfectly viable system that the majority of smartphone users seem to cope with. Personally, as a user of both, I find that Android's multiple customisable home screens with widgets (with the 'app drawer' as a pop-up) are far better for day-to-day phone/personal organiser use than the iOS way (although iOS is slowly adopting Android concepts in that respect).
My current £200 Huawei is certainly not equivalent to an iPhone X or even a Samsung Note 8, but - know what? - its a perfectly respectable modern smartphone that does what I need, with SD card and headphone socket, and yes I was certainly seriously considering both the iPhone and top-end Samsungs when I bought it - the bells and whistles just weren't worth £600-800 extra to me.
(* was Top Trumps ever a thing outside the UK? NB: it has nothing to do with politics so let's not go there).
1200€ for a phone is too much, considering you cant even listen to music on YouTube, while its opened in the background. Or even have an option of split screen - i mean it its 2018 and all flagship phones are now rocking 5"+ screens, yet the usable real estate on them is still from 2010. <- This critic goes to all phones in general.
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I don’t care what Samsung says, or what the sales numbers show. I am happy with my iPhone X.
Not too surprising, but not sure why it matters so much to people. At this point in the year, I bet only the cheapest iPhone's are selling.
Well, they have deliberately slowed down millions of customers iPhones for the last year and gone out of there way to state the complete opposite... and only admitted it when caught with unquestionable evidence against them....
I personally don’t buy what these corps claim unless they back it up with figures themselves. But that’s just me of any Corp making big sales claims.
But what is there to discuss? I mean I can appreciate it would be a serious issue for them yes, but I wouldn’t put it past them, they keep billions off shore and dodge tax even if it breaks EU law, the same as other big corps including google and not many in here trust them.
Does Apple release its actual recorded sales figures to anyone?
Depends on how you use the product. I have a 3 mile commute so how I unlock the door is a big part of how I use my vehicle. Not having to take my gloves off to reach in my pocket and find the key and then put my glove back on because I have keyless entry is huge for unlocking my car in the winter. It is also huge for unlocking my phone to access my gym pass. I'm not on my phone for large stretches, just quick checks here and there.
So since nobody else seems to want to bother sanity checking the numbers cited... 45-50 million iPhone X displays for calendar Q1 2018. For the year ago quarter Apple only sold 50.763 million iPhones total. Even with 20% YOY growth, nobody, even for a second, expected 74-82% of the product mix to be iPhone X. Especially when there are 5 less expensive iPhones in the current lineup.
And while Apple may not report unit sales for specific models, we do have total unit sales, ASP, and revenue forecasts to go by. All of which resoundingly call BS on the Nikkei Asian Review article. The likely basis for this story is the reduction in displays on order for this quarter vs. the high-end estimates if Apple had encountered a slower production ramp and failed to achieve supply balance in the holiday / release quarter.
And while Apple may not report unit sales for specific models, we do have total unit sales, ASP, and revenue forecasts to go by. All of which resoundingly call BS on the Nikkei Asian Review article. The likely basis for this story is the reduction in displays on order for this quarter vs. the high-end estimates if Apple had encountered a slower production ramp and failed to achieve supply balance in the holiday / release quarter.
Good. I’m glad the consumer spoke with their wallet. You’re never gonna keep the fanboy from buying the latest and greatest but the rest of us can make them think twice before releasing a $1000 phone.
I am considering getting the X (for no other reason than better camera specs). I am not interested in FaceID or animated emoji.
Can someone tell me why FaceID is so great? Every time I pickup my phone I can unlock it at the same time because I am picking it up with my thumb. I can pick it up at any angle and never have to hold the phone up in front of me.
How is FaceID more convenient than this if I have to point it at my face all of the time?
Most importantly, if I want to disable FaceID and use passcode is this possible?
If I wasn't into photography and I was looking at a first iPhone I would get an iPhone 7 Plus jet black. Awesome price now and looks very sexy.
iPhone X is not a good price point IMO.
Can someone tell me why FaceID is so great? Every time I pickup my phone I can unlock it at the same time because I am picking it up with my thumb. I can pick it up at any angle and never have to hold the phone up in front of me.
How is FaceID more convenient than this if I have to point it at my face all of the time?
Most importantly, if I want to disable FaceID and use passcode is this possible?
If I wasn't into photography and I was looking at a first iPhone I would get an iPhone 7 Plus jet black. Awesome price now and looks very sexy.
iPhone X is not a good price point IMO.
Touch ID simply has more functionality than Face ID. When they can add that back too, I'll come back to buying a new Apple phone.
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Says Tim Cook. But Tim Cook is the same person who's DISCONTINUING IT, unlike any previous practice Apple normally does or has done recently.
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Says Tim Cook. But Tim Cook is the same person who's DISCONTINUING IT, unlike any previous practice Apple normally does or has done recently.
Yes.
*unlock* check calendar
*unlock* send message
*unlock* place call
*unlock* check map
*unlock* search web
My main use case is unlocking. Everything else follows...
FACT: Apple doesn't break down it sales by models. So there is no proof of anything except market changes.
Apple is discontinuing this phone. To me, that means it BOMBED!
So I'm not sure what that makes you. Tim Cook said it was the best selling iPhone ever, the same guy that said no FM chips were in iPhones until the NAB did a break down and proved him wrong. I could go on with Tim Cook's serial lies, but I'll let you stay on your cosmic journey instead.
FACT: Apple doesn't break down it sales by models. So there is no proof of anything except market changes.
Apple is discontinuing this phone. To me, that means it BOMBED!
Yeah, that's because you don't seem to understand the marketing practices from Apple. Continuing to produce the iPhone X (original) means lowering the price when the next version of X comes out. It is almost given that the next few versions won't have much visual/design changes, they will only have improved technology inside. Apple does not want the original lower priced version to cannibalize the sales of a newer one. Obviously, this is my theory.
But you saying that X is BOMBED (whatever that is supposed to mean) is plain silly. If you know the history of iPhones then you would know that there are other iPhone models Apple have discontinued from the first year. They were by no means unsuccessful products. And believe me, people at Apple know much better what they are doing then you, me or some other "Einstein" in this forum board.