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Apple iPhone X Demand Limited, Wall Street Analysts Say

fortune.com

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Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#51

Post by appletway »

dkrich wrote: post #21

I think market analysts continue to miss the mark on this story. What I keep hearing over and over are variations of "people are turned off by the $1,000 price tag." I think this is a complete misread. People don't pay $1k for an iPhone because it's the practical thing to do. If practicality is the #1 priority for phone shoppers, they will simply buy a 7 or 8. I don't think this comprises the top of the market, thoug…

(Good) analysts start with numbers, then draw conclusions based on those numbers.

Numbers in this case would be reduced orders at Apple suppliers, reduced demand for labor at an iPhone assembly factory, and reduced iPhone Q1 unit forecasts from Apple itself. I'm assuming they also collect their own numbers by surveying end users and consumers to round out both the supply and demand side picture. Then they draw the conclusions in the article.

Now these could be bad analysts, in which case they would start with some presupposed beliefs, then mold the numbers/forecasts to fit their story...

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#52

Post by ShabbosGoy »

aiofgniaotnio wrote: post #29
dkrich wrote: post #21

I think market analysts continue to miss the mark on this story. What I keep hearing over and over are variations of "people are turned off by the $1,000 price tag." I think this is a complete misread. People don't pay $1k for an iPhone because it's the practical thing to do. If practicality is the #1 priority for phone shoppers, they will simply buy a 7 or 8. I don't think this comprises the top of the market, thoug…

>People buy the X because it's a status symbol and they want to be seen with it. I find this aspect of the tech industry so gross that I'm considering changing careers. Building a new tool that makes people's lives better is great, but much of the time it just becomes a status symbol. No one should feel bad for owning a machine that's a few years old but does everything they need. I'm not convinced that consumer gadg…

>No one should feel bad for owning a machine that's a few years old but does everything they need.

That doesn’t bother me as much as planned obsolescence. Here’s why I had to upgrade to the iPhone X from my iPhone 6.[1]

[1] https://techcrunch.com/2017/12/20/apple-addresses-why-people...

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#53

Post by valuearb »

andybak wrote: post #32
jsjohnst wrote: post #27

I wonder if these analysts actually get out in the world or just sit in cubicles closed off from the real world. Traveling this holiday season, I saw the characteristic notch all over the place. Rural areas of flyover country included, saw them everywhere. In the month prior while in NYC, I saw them being used by folks of virtually every division of socio-economic background. I’ve not traveled internationally yet sin…

Surely shipment figures trumps your personal travel observations?

Yea, they never hav shipment figures. Everyone gets the same data, when Apple releases quarterly reports.

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#54

Post by gruez »

TimTheTinker wrote: post #45
dkrich wrote: post #21

I think market analysts continue to miss the mark on this story. What I keep hearing over and over are variations of "people are turned off by the $1,000 price tag." I think this is a complete misread. People don't pay $1k for an iPhone because it's the practical thing to do. If practicality is the #1 priority for phone shoppers, they will simply buy a 7 or 8. I don't think this comprises the top of the market, thoug…

> If practicality is the #1 priority for phone shoppers, they will simply buy a 7 or 8. Clever or particularly frugal shoppers may note that the SE has the same chip as the 6S (the A9) and can be had for $250 unlocked and in mint condition.

On Black Friday they were going for $150 brand new.

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#56

Post by alyxmxe »

jsjohnst wrote: post #27

I wonder if these analysts actually get out in the world or just sit in cubicles closed off from the real world. Traveling this holiday season, I saw the characteristic notch all over the place. Rural areas of flyover country included, saw them everywhere. In the month prior while in NYC, I saw them being used by folks of virtually every division of socio-economic background. I’ve not traveled internationally yet sin…

I've been in NYC, Tokyo, Hong Kong, Singapore, SF, Los Angeles over the past few months. Haven't seen a single iPhone X yet.

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#57

Post by valuearb »

olegkikin wrote: post #8

What do people buy $1000 smartphones for? For gaming I can get a pretty good gaming PC for that amount, or Xbox One X with a VR headset. I've never seen anybody do anything really cool with their phone - everyone browses the internet, checks the email, does chats/videochats, maps, take photos, and some silly mobile gaming. I do that all on my sub $200 phone.

A phone is used hours every day. If you buy a $200 phone, it costs around 20 cents per hour of use. If you buy an iPhone X, it’s goung to cost around 50 cents per hour of use.

The $20@ phone is worth zero on 2 years, the iphone will retain about half its value.

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#58

Post by Simaramis »

yladiz wrote: post #24
Yetanfou wrote: post #19

Earlier quoted context omitted.

Sure you can. You'll need to uninstall Google Play Services as well but it is definitely possible to run Android without the Google-specific bits. It's is the first thing I do when setting up a new Android-device.

Out of curiosity, how difficult is this to do? Would the average user be able to do this easily?

It is distinctly non-trivial. Likely part of the reason why it remains possible. Chasing down bugs is the unavoidable result, but to a geek it's manageable. MicroG works very well once sorted. It is however astonishing how much processing power Play Services gobbles up. A de-googlefied phone lasts 30-40% longer on a charge. Once done, it works like a breeze. 3-4 year old flagships Androids are titans when de-googled and with custom roms.

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#59

Post by smnrchrds »

valuearb wrote: post #44
PacketPaul wrote: post #20

Good. The phone is too damn expensive. My middle school son has a $64 BLU phone. It was subsidized by Amazon in return for ads on the lock screen. Non-subsidized price is around $100. Last week we went to a theme park with a lot of waiting for rides. He played plants vs zombies and YouTube videos non-stop while we waited for rides. I occasionally surfed the web on my $1049 iPhone X. By 3 PM my iPhone battery was dead…

Too expensive? It’s $10 a month more.

Phone contracts are 2-3 years. $10 a month would mean $240-360 in total. Is that correct?

Here is Canada, the price tag from Apple is about $1300 (Canadian dollar is worth less than US dollars). I can buy it from a carrier for $1000 upfront plus $15 a month for 24 month. There are other options to pay less upfront and more each month, but the total is always the same.

Can you really buy an iPhone X in the US with less than $400 total?

Re: Apple iPhone X Demand Limited, Wall Street Analysts Say

#60

Post by juicy-fruit »

chewz wrote: post #2

iPhones are technological marvels, masterpieces of engineering. But Apple software is getting worse and worse. I have recently started playing with my Mom’s phone which is some cheap Huawei Android and surprise - I can do the same on this phone as on iPhone - Google Maps, Google Photos, Google Inbox, Google Search, Google Allo, Google Drive, Firefox, bank applications, Spotify, MS Outlook - everything works OK. The f…

I've been applying to Apple recently and I've submitted well over 20 applications and still no replies. Clearly, they don't think I'm a good fit for whatever they are looking for in a software engineer.

I was taking a shower this morning when I realized... Apple doesn't care about software. I realized almost all the software I use on my iPhone or Mac is third party (excluding macOS and iOS). I realized Apple Music is quite possibly the worst piece of music software ever created by man. I realized iOS 11 is buggy as hell. I realized Siri is the worst "assistant" in the market. Apple clearly makes amazing hardware, but they fall behind when it comes to software. Their hardware design is the best in the game, but their software UI/UX is horrible. I know a lot of good designers who work at Apple and I know for a fact that they do amazing work on their own, yet they are unable to show this in the final Apple product. This must imply these designers' talents are wasted at Apple and they are not given a platform to shine.

So I'm going stop applying to Apple because clearly we both don't see a good fit for one another.

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