Looking back every quarter had a drop in ASP the further you got from a product launch. Q1 2017 had an ASP of $695, Q2 2017 had an iPhone ASP of $655, and Q3 2017 had an iPhone ASP of $606. I don't think you can read too much from the ASP drop because it looks to be a normal trend.
Here's a hypothetical sales distribution: SE-10%, 6S-10% , 6S+-10%, 7-12%, 7S-12%, 8-15%, 8+-15%, X-16%,
total -100%. The X outsold every other model, yet outsells no model by more than 6% and overall captures only 1/6 of the sales. Yet it would be a factual basis for Cook's comment about the X outselling all other models. Not that I wouldn't love to have an X, it just shows how if you dig around in the numbers enough you may come up with something positive in a gloomy set of data, so just because something is presented as a great thing, it should be examined closely.
I'm really surprised the press doesn't catch on to what the financial prognosticators continue to do with Apple claims, as they work to manipulate the share price and/or brand value. It's so obvious, the fact that they're simply throwing out negative stories, when they're almost entirely without merit should be an embarrassment to these guys. But I think they've gotten away with it for so long, without punishment, that they're just going to keep doing it.
I agree. Extensive R&D only results in incremental advancement, not radical change. That's why R&D is more suitable for engineering and biotech field. Building a product has nothing to with R&D, it has to do with the mindset. How many PhD holders have come up with new products that have blown our mind? As far as I know, none! Look around and you will notice that all the radical product designs have come from people who are not deep into research!
So Apple investing 100B into stock buyback is more worthwhile than investing into R&D. The bad feeling I am having is that the success factor of Apple may become the death facotr of Apple. When Apple turns into Microsoft, we already know it's own death spiral.
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Genuinely interested to know which carrier and what type of rebates you got. I am in the market to buy 3 phones for my family. Please message me or reply here.
What are you basing this comment on?Of course Tim isn't going to point out the bad points. His job is to pump the stock as much as possible while still being sure not to tell any lies.
I don't think the iPhone X is selling anywhere near as well as Apple thought it would. Total unit sales are stagnant for a fourth year and are on track to be 15 million less than the highest year back in FY15. ASP would indicate the X made up around 25% of Q1 sales and 20% of Q2 sales. That is a total of around 30 million units, and if trends continue it would look like they will struggle to sell 45 million units for the entire year.
This year's mix of devices was very disappointing. I do believe Apple knew the appeal of a $1,000 device was going to be very limited and as a result carried over the outdated design of the original iPhone 6 into a fourth generation.
Maybe Apple will offer a modern design phone in the $600 - $700 price range next year that will have mass-market appeal and reverse the market share stagnation.
I don’t know but it’s amusing to see people call Tim Cook a crook, liar and someone who’s cooking the books and manipulating the stock...all because they can’t stand the fact that the X is actually popular.Why does it bother people so much that the X is a success?
So the combined sales of two phones are greater than the sales of one phone? Shocking! I’m not sure how you’re defining platform here. Why would the 8 be a different platform than the 7? Both have Touch ID and use the same navigation/gestures. Also how many people chose an 8 Plus because of the bigger screen real estate? How many would have purchased an X Plus if Apple sold one?Clever wording by the CEO. Of course the iPhone X was the most popular iPhone because he treats the iPhone 8 and iPhone 8 Plus as two separate products entirely.
But if you compare iPhone 8 and iPhone 8 Plus combined sales against the iPhone X then the iPhone 8 "platform" wins handily. That is what all the analysts have been saying.
Heck some of them even said iPhone 7 and iPhone 7 Plus sales combined were outselling the iPhone X and we have no indication that's not true either.
App developers with very large install bases are also saying the same thing, 8 and 8+ combined are outselling the iPhone X quite considerably but neither model on its own beats the iPhone X.
Oh come on, give it a rest with the throttling already.
literally pretty much
Are we supposed to be happy now for a company that keeps getting our money every year for a new iPhone?
Yeah as long as it is a pick up game against your classmates at lunch.
Yeah it's a winner.
15% of smartphones sold are from Apple.
Process that for a minute.
In an industry that they invented and had a multi-year head start on.
That's not a superbowl win.
That's a participation trophy.
Why does it bother people so much that the X is a success?
The same way it seems to bother more people that it’s not a success.
Now we just need to agree on what success means.
LOL such nonsensical comparison that Apple shareholders cling to SO hard.Yet the iPhone sells the most of any smartphone and Apple makes the majority of the profits in the smartphone industry. Hell of a participation trophy.
LOL such nonsensical comparison that Apple shareholders cling to SO hard.
Breaking down non-iOS sales by vendor is completely artificial and utterly misrepresents the market.
APPLE SELLS A SMALL NUMBER OF THE SMARTPHONES IN THE WORLD.
Do not be confused. They are a minority player.
Just because you see an iPhone in every hand in southern california, it does not mean that the iPhone is popular.
Did I just blow your mind?
15%. Say it with me.
15% of smartphones sold are made by Apple.
I'm pretty upset.Haha, you seem very upset about this topic so probably best just to move on. If you want to group together a bunch random free/low end smartphones and claim they make a big impact on the smartphone market, so be it.
I'm pretty upset.
I don't like the new direction of Apple and I don't like being lied to.
People making believe that Apple is a dominant player in the smartphone market, despite the presence of clear statistics to the contrary, are lying.
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There are three kinds of lies: Lies, damned lies, and statistics. Apple uses statistics.
Apple started with a dominant position in a market they INVENTED and squandered it.
Here they are barely eking out a double-digit share of unit sales while the world becomes saturated by non-iOS smartphones.
Yet Apple marketing collateral (and forum groupies) insist that everything is going just great!
Making the most money at something does not make you the best at it, or the most likely to succeed.
In technology, you go by ADOPTION. And the world is adopting Android a billion at a time.
That, friends, is a fail.
Apple CEO declined to provide specific information on iPhone X sales . . .
Exactly, and when countered with facts their argument is that "nobody forces you to buy it".Sort of funny that every quarter there are record profits (money that comes out of the pockets of their customers), and people don't mind that, but mention paying taxes (income or sales) and people do everything they can NOT to pay them (cheat, shop out of state, etc.).
It's sort of weird how people WANT Apple to take more of their money.
Market share is the means. Profit is the end.Yeah as long as it is a pick up game against your classmates at lunch.
Yeah it's a winner.
15% of smartphones sold are from Apple.
Process that for a minute.
In an industry that they invented and had a multi-year head start on.
That's not a superbowl win.
That's a participation trophy.
Market share every day of the week and twice on Sunday.Market share is the means. Profit is the end.
I ask you the same question I pose to every critic here. Would you as a smartphone company prefer Apple’s profits or Android’s market share?
Apple is winning on all the metrics which matter to them.
Not what Apple wants to hear
When has Apple ever provided sales data on specific iPhone models?Provide the numbers and maybe I'll believe it.