Not that I agree but I think customisation, diversity and cheaper handsets obviously attract some.I am not sure they are losing anyone as sales have been consistently good for some time now. Hardware is definitely becoming less and less important though and I still think iOS has the advantage when it comes to performance, security, privacy, ecosystem, and support. What advantages does Android bring to really disrupt this? Widgets and app launchers? Terrible privacy and security? I do think that Apple prices are high, but with new tech, it usually is. So they sell the iPhone 8 also. I do think prices will come down next year so I don't see them losing many customers. Some go, some new ones come.
I suppose people will value things like bigger, higher resolution screens, s-pens, iris scanners, better cameras etcUltimately it comes down to the user and it's great we have so many choices right now, but what makes the other phones better from a hardware perspective? Just price?
Not that I agree but I think customisation, diversity and cheaper handsets obviously attract some.
[doublepost=1513706345][/doublepost]
I suppose people will value things like bigger, higher resolution screens, s-pens, iris scanners, better cameras etc
Ultimately it comes down to the user and it's great we have so many choices right now, but what makes the other phones better from a hardware perspective? Just price?
Software is more important than hardware. Then you account for bells and whistles. Actually Samsung S8 is IMO a better device than the iPhone. Samsung has come a long way with implementing Android on their devices. Nothing like the old days.
I agree with this. The 6, 6s. 7 and 8 are all basically the same phone with slightly more horsepower each time. No real design change. Its nice to see a completely new design with the iPhone X. However, I have given it a pass because I refuse to pay the price Apple wants and not sure I like face ID and navigation without a home button. I was determined to keep my 6S but was experiencing a lot of battery problems and got such a good deal from my carrier I got an 8 which will only cost me $420 over two years. That number is based on the additional cost over my previous SIM only plan for 24 months plus the downpayment on the phone.Yeah this is a point I’ve made repeatedly and very few seem to remember we had a new iPhone every 2 years with a redesign and it was £300+ less. The X is the redesign but this time has been marketed as ‘premium’ and ‘the future’. I feel a bit short changed and for that reason won’t bother with that variant.
Why do you prefer it? I tried one when they first came out, nice looking phone, hardware seems great. I just can't use Android.
Cheap phones now appear to still cost £800 to £900. The iPhone 8 is labelled as budget and old tech yet is far from cheap. The definition of cheap in many discussions ranges from £50 to £900 bizarrely lol.Makes sense on the first part, I guess there will always be a place for cheap phones. All good examples. I personally don't see the value, but I guess some do.
Cheap phones now appear to still cost £800 to £900. The iPhone 8 is labelled as budget and old tech yet is far from cheap. The definition of cheap in many discussions ranges from £50 to £900 bizarrely lol.
The problem the market has is pretty much every smartphone costing £300 upwards all offer the same essential consumer preferred functions. Those not into tech will not care how pretty a phone looks on the outside and will just look at price and whether it has the right size screen for their tastes.
Let’s face it, the iPhone X is a luxury line. Those who want an iPhone for iOS can get the same basic experience from an 8 down to a 6S. You’re not getting value for money with an X, it’s just a product that’s nice to have.
I would agree that software is better than hardware but I think Apple still have better software.Software is more important than hardware. Then you account for bells and whistles. Actually Samsung S8 is IMO a better device than the iPhone. Samsung has come a long way with implementing Android on their devices. Nothing like the old days.
It’s not about the iPhone or a mobile device. It’s about the ecosystem. Samsung or Android or Google don’t have other hardware that works seamlessly with each other like Apple.
I would agree with the sentiment if not being able to use android. However there is nothing wrong with android. It just isn’t iOS and doesn’t fit my lifestyle and needs. It’s not a bad OS though.Why do you prefer it? I tried one when they first came out, nice looking phone, hardware seems great. I just can't use Android.
Cheap phones now appear to still cost £800 to £900. The iPhone 8 is labelled as budget and old tech yet is far from cheap. The definition of cheap in many discussions ranges from £50 to £900 bizarrely lol.
The problem the market has is pretty much every smartphone costing £300 upwards all offer the same essential consumer preferred functions. Those not into tech will not care how pretty a phone looks on the outside and will just look at price and whether it has the right size screen for their tastes.
Let’s face it, the iPhone X is a luxury line. Those who want an iPhone for iOS can get the same basic experience from an 8 down to a 6S. You’re not getting value for money with an X, it’s just a product that’s nice to have.
Way more bells and whistles than the iPhone and the software is just as good in my opinion.
The S8 makes me want to ditch my iPhone but the iPhone is part of a bigger family.
There’s one thing that Android / Google doesn’t have Apple beat. It’s the ecosystem. Apple has designed all of it’s hardware and software to work together across all of it’s products. The iPhone might not be the best smartphone however you won’t find a smartphone with a better family of products such as the Apple Watch and iPad and Mac.
The optimization and continuity between Mac OS and iOS doesn’t come near the cross Apple product capabilities of Windows 10 and Android. Yes declare that the S8 or Note 8 is the better smartphone BUT they don’t have accessory partnering devices and hardware like the iPhone has.
In other words people get asked ‘what is your favorite Apple product?’ No one really asks what’s your favorite Samsung or Android product because everyone answers it’s the phone. Samsung is really good and better than Apple making smartphones but Apple is more consistent about all of their products.
I would agree that software is better than hardware but I think Apple still have better software.
[doublepost=1513707780][/doublepost]
I would agree with the sentiment if not being able to use android. However there is nothing wrong with android. It just isn’t iOS and doesn’t fit my lifestyle and needs. It’s not a bad OS though.
This is why buying is so subjective. None of that is worth the premium to me therefore the price makes the product unappealing. I’m sure it’s a nice device but it’s an iPhone at the end of the day.Well I don't know if I can agree with the value part, but yes the X is the luxury item. I appreciate the materials, the addition of Face ID and wireless charging, and the gestures and screen are a nice upgrade.
Yes the X is a luxury device but I’d say any phone costing more than £400 is a luxury device. A £400 phone will do most things that people need. Once you go above that price point you are just paying for extra bells and whistles.Cheap phones now appear to still cost £800 to £900. The iPhone 8 is labelled as budget and old tech yet is far from cheap. The definition of cheap in many discussions ranges from £50 to £900 bizarrely lol.
The problem the market has is pretty much every smartphone costing £300 upwards all offer the same essential consumer preferred functions. Those not into tech will not care how pretty a phone looks on the outside and will just look at price and whether it has the right size screen for their tastes.
Let’s face it, the iPhone X is a luxury line. Those who want an iPhone for iOS can get the same basic experience from an 8 down to a 6S. You’re not getting value for money with an X, it’s just a product that’s nice to have.
Yes the X is a luxury device but I’d say any phone costing more than £400 is a luxury device. A £400 phone will do most things that people need. Once you go above that price point you are just paying for extra bells and whistles.
"Declining" is such a scary word.
Do you mean more than what they currently do after the big Holiday quarter? If you remember... a year ago the Holiday quarter was 78 million units... but in following quarters it dropped to 50 million, 41 million and 46 million. And that's been the pattern for years.
But are we worried that iPhone sales will keep dropping? To dangerous levels? Or is there some point where it will level-off? Plateau?
There's obviously gonna be a market for iPhones. It's a well-established product/platform. There are entire industries built around the iPhone.
And nothing can grow forever. Everything peaks.
So if Apple can sell 70+ million iPhones in future Holiday quarters and 40+ million in the other quarters... for the rest of our lives... they'll be doing OK. With their margins... they'd still be doing better than all other smartphone OEMs.
And speaking of others... Samsung peaked at 88.5 million units... 4 years ago. They've never been able to beat that number.
Granted... Samsung's product mix is vastly different than Apple's ($230 ASP vs $700 ASP)... it's still interesting to see the other big smartphone OEM reach its peak and then decline/plateau.
But hardware sales are only part of the equation. Look at what Jim Cramer said in the video on the article you posted.
Let's say people keep their iPhones for an average of 3 years instead of 2 years. That would definitely affect Apple's hardware sales numbers.
But they could make money on services: Apple Music, iCloud, apps, movies, etc. Or something we don't even know about yet. As Cramer said "hugely profitable recurring transparent revenue stream"
At least Apple has that option. Apple is in a unique position in that regard.
What does HTC do when people stop buying their phones? They have no other revenue stream.![]()
Excellent anylisis. IMO, Apple will peek between 80-83 million units Q1. It will never be seen again. I’ll be very nervous if it’s below 80 million units.![]()
I think that's the point, and it's actually Apple's goal. "Luxury" in this case means you can sell at higher margins to a smaller group of people. I don't think they're trying to sell the X to everyone who's ever bought an iPhone. That's why they came out with the 8's and keep the older products in their line. To "hardcore fans" or luxury consumers, it's worth having. I have issue with OP's definition of what a hardcore Apple fan is. Who defines this? I've been buying iPhones and Apple devices longer than many, less than others. It's great that there are more people in the ecosystem now, but does that mean Apple has abandoned those that were there earlier? Smartphone market has matured, less technological low hanging fruit, Apple is bigger and needs to satisfy a larger audience, hence their expanding product line.Let’s face it, the iPhone X is a luxury line. Those who want an iPhone for iOS can get the same basic experience from an 8 down to a 6S. You’re not getting value for money with an X, it’s just a product that’s nice to have.
Yeah I’ve always tried to make the point it’s Apples niche line. You’re not going to see them ten a penny in the wild like other iPhone models but it’s obviously fulfilling a section of the market.I think that's the point, and it's actually Apple's goal. "Luxury" in this case means you can sell at higher margins to a smaller group of people. I don't think they're trying to sell the X to everyone who's ever bought an iPhone. That's why they came out with the 8's and keep the older products in their line. To "hardcore fans" or luxury consumers, it's worth having. I have issue with OP's definition of what a hardcore Apple fan is. Who defines this? I've been buying iPhones and Apple devices longer than many, less than others. It's great that there are more people in the ecosystem now, but does that mean Apple has abandoned those that were there earlier? Smartphone market has matured, less technological low hanging fruit, Apple is bigger and needs to satisfy a larger audience, hence their expanding product line.
I believe I can speak for many "hardcore fans" who have bought the X that I could care less if the person next to me buys one. It's the phone that I want, out of all the choices out there. Sure, there are probably still some that buy it because it's a cool thing to have at that moment, but many of us have been in this iPhone game too long for that to matter. Luxury buyers will get a purse or jacket or shoes because it's rare. I don't think most of us care if the X sells out or if marketshare of the X drop to a small % of the overall iPhone sales.
Some people feel the need to state how smart they are for not "falling for" the X's premium price. These statements boggle my mind. If someone feels another phone is better suited for them, great. You won't hear me saying anything negative about that personal choice. It's not smarter because one can read a spec sheet. I personally value a lot of what the X has to offer. As with all things Apple, if you want to get into a spec argument, Apple will lose, yet they keep winning. Even those who bought non-X phones, you are paying a premium for Apple. So by the same argument, you are not "smart" either and/or superficial. Saving 20% on $1k is not a genius investing decision, it's simply a purchasing choice. You know how your mom brags that she saved $20 on a less expensive sweater? I doubt your reaction is "wow, she's smart!" If it is, we need to redefine that word too. People buy what they want, judgment is not necessary.
And Apple has NEVER been cheap. Selling $20k computers in the 80's/90's. iMac pro is up to $14k now. Who are these people who claim that they know what Apple should be doing at what price points? Exactly zero has changed since Macs were introduced. @The-Real-Deal82, these comments are not directed to you, it's to some of the posts I've skimmed.
The X seems to be appealing to the core fan base, but so many people I know are either sticking with their current iPhone or going to another phone vendor. In our office not a single person out of 30 is remotely interested in the X. Of these, about 3/4 are iPhone users. Five of those (including me) have switched to an S8 or Note 8. In past years, there was a palpable excitement about the new phones. This round has fallen very flat. Where does Apple go from here? Yes, the X is selling well overall, but Apple is losing its mojo and edge as they slowly run out of ideas. Are the exciting days gone? Is the iPhone just another phone to most people outside of the fan base?
But they could make money on services: Apple Music, iCloud, apps, movies, etc. Or something we don't even know about yet. As Cramer said "hugely profitable recurring transparent revenue stream"
I think that's the point, and it's actually Apple's goal. "Luxury" in this case means you can sell at higher margins to a smaller group of people. I don't think they're trying to sell the X to everyone who's ever bought an iPhone. That's why they came out with the 8's and keep the older products in their line. To "hardcore fans" or luxury consumers, it's worth having. I have issue with OP's definition of what a hardcore Apple fan is. Who defines this? I've been buying iPhones and Apple devices longer than many, less than others. It's great that there are more people in the ecosystem now, but does that mean Apple has abandoned those that were there earlier? Smartphone market has matured, less technological low hanging fruit, Apple is bigger and needs to satisfy a larger audience, hence their expanding product line.
I believe I can speak for many "hardcore fans" who have bought the X that I could care less if the person next to me buys one. It's the phone that I want, out of all the choices out there. Sure, there are probably still some that buy it because it's a cool thing to have at that moment, but many of us have been in this iPhone game too long for that to matter. Luxury buyers will get a purse or jacket or shoes because it's rare. I don't think most of us care if the X sells out or if marketshare of the X drop to a small % of the overall iPhone sales.
Some people feel the need to state how smart they are for not "falling for" the X's premium price. These statements boggle my mind. If someone feels another phone is better suited for them, great. You won't hear me saying anything negative about that personal choice. It's not smarter because one can read a spec sheet. I personally value a lot of what the X has to offer. As with all things Apple, if you want to get into a spec argument, Apple will lose, yet they keep winning. Even those who bought non-X phones, you are paying a premium for Apple. So by the same argument, you are not "smart" either and/or superficial. Saving 20% on $1k is not a genius investing decision, it's simply a purchasing choice. You know how your mom brags that she saved $20 on a less expensive sweater? I doubt your reaction is "wow, she's smart!" If it is, we need to redefine that word too. People buy what they want, judgment is not necessary.
And Apple has NEVER been cheap. Selling $20k computers in the 80's/90's. iMac pro is up to $14k now. Who are these people who claim that they know what Apple should be doing at what price points? Exactly zero has changed since Macs were introduced. @The-Real-Deal82, these comments are not directed to you, it's to some of the posts I've skimmed.
Edit to an already long post: @The-Real-Deal82, in this context, I'm defining "luxury" in economic terms of a luxury good. It's not a necessity and requires disposable income to acquire the good. To your point, all iPhones do pretty much the same thing. Smartphones may be more of a necessity now, but anything above the cheapest Android can be argued as a luxury.
Yes, very true indeed. I think so many times everybody thinks that Apple will fall behind if they're hardware sales are not rising with the iPhone. But what most don't consider, is Apple services is what they generate and how they could easily survive.
They have Reported $265 billion in the bank and $775 market cap as the single biggest corporation in the world thats worth more than the US government and any and every bank in the US. Even if their iPhone failed, Apple could remain in business just by selling accessories and Apple Music memberships by itself.
For example, Apple's services business alone in in quarter in 2017 generated $7 billion in revenue. Just that one segment is worth more than Netflix. Even if Apple discontinued selling hardware, they could continue services through other company products and generate billions.
That market cap would drop real fast if investors lost confidence in Apple, FYI.
Yes, very true indeed. I think so many times everybody thinks that Apple will fall behind if they're hardware sales are not rising with the iPhone. But what most don't consider, is Apple services is what they generate and how they could easily survive.
They have Reported $265 billion in the bank and $775 market cap as the single biggest corporation in the world thats worth more than the US government and any and every bank in the US. Even if their iPhone failed, Apple could remain in business just by selling accessories and Apple Music memberships by itself.
For example, Apple's services business alone in in quarter in 2017 generated $7 billion in revenue. Just that one segment is worth more than Netflix. Even if Apple discontinued selling hardware, they could continue services through other company products and generate billions.
Because you mentioned the market cap and then went into speculation about what would happen if the iPhone failed...in which case that market cap would drop fast.Keyword in your Post: 'IF' is equivalent to speculation.