For any exponential function comes time when its growth cannot be sustained. Smartphones are boring and mature, we haven't had killer app in ages - welcome to the PC market of 2007.
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
#72I 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…
Anecdotal evidence also suggests that people like the 6 more than the 6S. It's nicer to hold in hands and it's quite a bit cheaper for basically the same phone.
Is it possible you mean to compare the iPhones 6S and 6S Plus, which actually differ in size?
Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#73Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#74Apple is not doomed, but I think they've taken their eyes off the ball a bit. Watch and iPad Pro are me-too products, and the switch to flat interfaces cost them a lot of differentiation IMHO. They've cheapened their brand and they don't seem to know what market they should really disrupt.
Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#75Earlier quoted context omitted.
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.
http://i.imgur.com/Lng3MQB.jpg I'd say that computers have come down in price.
You couldn't get $2,300 for a 33MHz machine now, just like you can't sell a Galaxy S1 for a $700.
Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#7650.6b 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.
Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#77Apple is not doomed, but I think they've taken their eyes off the ball a bit. Watch and iPad Pro are me-too products, and the switch to flat interfaces cost them a lot of differentiation IMHO. They've cheapened their brand and they don't seem to know what market they should really disrupt.
Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#78Incredible that this is the first time in 13 years that Apple hasn't posted quarterly growth. I'm sure there will be lots of "Apple has lost its ability to innovate" articles based on this, but growing for the last ~52 straight quarters is insane. And I don't think one quarter without growth is enough evidence to conclude "Apple may be reaching the saturation point among potential customers in some countries" or "oth…
Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#79I'm curious what other people think about the ecosystem as a catalyst, in particular Apple Pay. It seems to be that squeezing between iPhone owners and everyday purchases would be very lucrative.
It seems to be that squeezing between iPhone owners and everyday
purchases would be very lucrative
And something that Banks will very strongly oppose. How many places can you use Apple Pay right now? I love Android Pay, but the only store I can use it at is Walgreens -- no where else I go takes it. Banks still hold a huge amount of power at the point-of-sale market, and they will not give up their margins to Apple.Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs
#80Surely that's the NYT's typo and they mean million with an M, right?
EDIT: Not a typo, see mbrubeck's reply below.