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

nytimes.com

121–130 of 551 posts

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

#121
>Its newest smartphone, the four-inch iPhone SE, went on sale in late March, too late to affect the most recent quarterly results, but analysts hope to get more insight into how it is selling.

Went to the Apple Store in my large metro and they were out of almost every model. The associate searched other stores and there wasn't much within 1500 miles. Anecdotal, but it looks like the demand is outpacing the supply of the iPhone SE. It'll be interesting to see the sales numbers.

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

#122

I'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.

When Apple Pay came out I was astonished. It's a brilliant move to act as a middleman between a device that almost everyone possesses and currency. After all, what is more profitable than a financial institution?

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

#123
post #97

Perhaps in small part due to recent FBI case?

Tim Cook has stated there is huge room for growth in China. I believe their inflated currency and recent market issues/corruption plays a big role on why the guidance isn't stronger. The emergence of cheap Xiaomi dominance doesn't help, either.

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

#124

I'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.

US here… my pharmacy, grocery, gasoline station, and computer hardware store all take it. It's not like I spend money anywhere else. (Also three of those four have negligently compromised my credit card numbers in the past, so I appreciate giving them as little data as possible.)

Only one restaurant I go to takes it, the one that has little terminals at each table. I'm not sure how the mechanics will play out for restaurant payment. Personally I don't like the table terminal, but maybe someone will come up with a bill carrier that can take payment.

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

#125

Earlier quoted context omitted.

IMHO biggest Android advantage is being open. Hardware and software is obviously better on iOS, but being closed platform I keep getting disappointed every week because I can't do x or y. I doubt that many people base their purchasing decisions on this though.

Ignoring of course the fact that the most important parts of Android is not open source (Google Play Services, which is at the centre of a very misguided EU anti trust case), just because Android is 'open' it doesn't mean you can do more things on it. If something is possible on Android that's because of a design decision that Google took. Besides, what happens when you run iNot someone that you can't so on Android?…

The fact that you can load anything outside App store means a lot for advanced users. And I am not talking from OSS perspective.

Besides, where have you seen OSS services? It doesn't even make sense.

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

#126
post #22

I think we just reached peak smartphone. What's next?

Nope, you're wrong. Do you think smartphone sales are going to decrease this year?

http://techcrunch.com/2015/06/02/6-1b-smartphone-users-globa...

http://www.businessinsider.com/smartphone-sales-forecast-201...

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

#127
I'm not surprised. I think Apple underestimated the demand for the iphone SE 64 GB. Its been out of stock in most stores since it was released. Apple's shareholders should be asking why can't anyone buy it in a store? Also many people don't want wait two weeks to receive their phone when they buy it online.

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

#128
post #84

The era where cell phone companies offered phone subsidies as trade for a customer's long term commitment has ended. The impact this is having and will continue to have on smartphone sales is profound. It is much more likely that customers will upgrade their devices less frequently. We are already beginning to see the impact in Apple and Samsung earnings.

I don't really buy that. Can you point to any evidence people are updating devices less frequently? Apple sold more iPhones in Q1 of 2016 then they did in Q1 of 2015 so are you extrapolating from a single down quarter?

I personally did not upgrade from the 4s because the subsidy ended. Relatively the iPhone 6 vs 5 was an unusually big jump for Apple which confuses the issue.

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

#129

It probably doesn't help that the subsidy model has completely changed. But personally, I think iPhone performance has hit a point where one doesn't really feel the need to upgrade right away. I was so ready to upgrade when the contract on my 4 expired. It was really a pain to use after a couple of years. But my 5S has now lasted me two and a half years and other than wishing I had more storage capacity, there's real…

The quality of the camera keeps me upgrading every chance I can.

Also the touch-id capabilities are significantly improved.

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