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iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

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Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#31
post #4

I run a repair shop. We've repaired over 3,000 Apple devices for customers. We are always chatting with our customers, so we get a ton of feedback from them about what they're doing with their phones. We hear a few things consistently: 1) Providers have switched from "free upgrades every 2 years" to a plan cost and a monthly phone cost, so people now really know how much their phone costs--and many would rather save…

Providers have switched from "free upgrades every 2 years" to a plan cost and a monthly phone cost, so people now really know how much their phone costs--and many would rather save the $30 a month than upgrade their phone. Wasn't this why Apple was quietly introducting the "iPhone Upgrade Program"? http://www.apple.com/shop/iphone/iphone-upgrade-program Seems like Apple realized the future will be a place where every…

In Australia you always had to disclose the phone cost in a contract. People still keep upgrading phones.

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#34
post #7

Earlier quoted context omitted.

yet for the most part PCs dropped significantly in price but smartphones seem to be holding the 400+ range which is still woefully overpriced for most of the phone buying populace because not only are you putting out 400 bucks but usually under obligation to send forty to eighty more a month. That is a good chunk of the the lower and middle classes.

The PC have not dropped significantly in price. High end gaming PC (that you build yourself) always costed about 1500-2000$. It is just that the majority of tasks could be done in lower and lower segments of the market.

I guess your opinion and mine greatly differ on the history of high end gaming pcs.. (building highend pc's since riva tnt and diamond monster 3d days..)

One of many high end buyer guides one could reference. http://www.anandtech.com/show/538/17

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#35
post #4

I run a repair shop. We've repaired over 3,000 Apple devices for customers. We are always chatting with our customers, so we get a ton of feedback from them about what they're doing with their phones. We hear a few things consistently: 1) Providers have switched from "free upgrades every 2 years" to a plan cost and a monthly phone cost, so people now really know how much their phone costs--and many would rather save…

aren't your customers a pretty small niche compared to the most of the Apple users in the US? Most of the people will go to apple store if they need a fix for their device instead of going to a local repair shop which will void their warranty. So the argument about people wanting/or not to upgrade to a new device a pretty subjective to your specific customer type, no?

> "I recommend buying a refurbished 6 over any of the 6S line"

I would not, upgrading to "S" was the biggest performance boost I've had, compared to regular 6 - it's blazing fast and on top of that I can't imagine myself without 3D touch app switching, live photos and text navigation, those do help a lot at least to me and most of the people I know.

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#37
post #32

tl;dr it's hard to find lots of new people every quarter who can afford $600 phones.

It's sort of astonishing that they kept it up this long.

It really is. They were able to squeeze more out of China than any other foreign company has (or at least American company).

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#38
post #32

tl;dr it's hard to find lots of new people every quarter who can afford $600 phones.

Heh, I'm going to get myself the new CAT S60 phone (650€ at the moment, hope it goes down to 550-600 in two months). I already have an (aged) B15Q... but holy cow, a FLIR camera in a phone?!

Only downsides:

1) no MediaTek CPU any more, only Qualcomm shit => no more easy rooting, firmware reflashing etc.

2) no dual-SIM :'(

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#40
post #13

50.6b net income on 39.4% gross margins. A bit early to be writing Apple's obituary or anything even close. Retail is suffering nationwide and I suspect Apple is caught up in this decline.

More likely mobile is headed quietly down the path of the PC - fewer generational improvements means people keep devices longer and there isn't as much of a reason to buy new hardware so sales flatline. Great business still but Wall Street hates that narrative. They want the next hot growth market -- VR perhaps when its killer app moment arrives.
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