iPhone X Nearly 6 months in, the iPhone X isn't that successful

[The-Real-Deal82]

Well obviously it is, in the U.K. the X is £300 more then the 8, or 417 dollars. That’s hardly small fry and is nearly half the cost of the iPhone 8.

The 64GB iPhone 8 is the highest selling handset in a fair few stores in the U.K. the X 64GB is a fair few places lower.

I’ve still only seen 2 iPhone X’s in the six months it’s been out. I’d say it’s pretty unpopular with consumers here on the whole and price has a lot to do with that. I’ve seen posters here say ‘come to London, you’ll see loads’ but I’ve never had to go to one city just to see the latest iPhone, they’ve usually been ten a penny everywhere. I get the impression it’s been largely snubbed in favour of the iPhone 8 and older devices.

I think core consumers are less eager for new devices if late due to the fact iPhones all pretty much do the same thing apart from some finer details. I can sort of see why Apple have held features back over the years and released them years after Android offerings because this plateau was predicted well in advance.

 

[Truefan31]

I was watching a video (pocketnow daily) and he stated that for the quarter there's been about 14 million iphone Xs sold. Not sure what Apple forecasted for that, it might be either low or high/on par based on expectations and obviously the higher price tag.

 

[RHA]

In my neighborhood (Chicago 'burbs) i see them pretty frequently. We are a 3 iPhone X family and could not be happier

 

[JPack]

Everyone from TSMC, AMS, to Samsung Display is warning about weak demand. The CEOs of those firms have all basically pointed at iPhone X without saying it during earnings calls due to confidentiality agreements.

Is it normal for demand of a newly refreshed iPhone to trail off so quickly? Most analysts don't think so. Certainly not for such a major refresh.

The fact that Apple will put their cutting-edge Face ID and 6.1" LCD into a $700 package later this year... that already tells you a lot.

 

[apolloa]

I’ve still only seen 2 iPhone X’s in the six months it’s been out. I’d say it’s pretty unpopular with consumers here on the whole and price has a lot to do with that. I’ve seen posters here say ‘come to London, you’ll see loads’ but I’ve never had to go to one city just to see the latest iPhone, they’ve usually been ten a penny everywhere. I get the impression it’s been largely snubbed in favour of the iPhone 8 and older devices.

I think core consumers are less eager for new devices if late due to the fact iPhones all pretty much do the same thing apart from some finer details. I can sort of see why Apple have held features back over the years and released them years after Android offerings because this plateau was predicted well in advance.

The S8 is selling well though... Yeap the contract pricing for the X is ridiculous in the U.K. too, £70 for 18 months and an upfront handset charge! No thanks.
I also read more reports on other websites of Apple reducing orders for the X to 8 million for the quarter and that the S8 has easily outsold it, easily..

Yet they claim they’ve made record profits in the X sales and people on this site love that, they love being ripped off. I mean I may buy the X but I do so knowing the mark up on it is incredibly high and it is poor value.

 

[underblu]

Thank you for your reply. I’m not too familiar with Legere but T-Mobile certainly seems to have done well with their brand in a highly competitive space making T-mobile the less expensive slightly hipper alternative to major wireless cos: Verizon and AT&T

And Elon Musk, yes absolutely, in some ways he is the most visionary and fearless of them all. Afaic he is the key reason why Tesla has been treated so well in the capital markets. Unfortunately as cool as the Tesla brand is, Tesla is an auto maker first and foremost and without some truly breakthrough disruptive technology say in battery efficiency, Tesla will face increasing pressure from elite car brands like Porsche on the highend to all the major automakers and even the Chinese on the mid to low end. Even the greatest CEO will have a hard time navigating through that.

A couple more for your list of visionaries from current CEOs, John Legere of T-Mobile and Elon Musk of Tesla.

John Legere has taken customer engagement to a new level using Facebook, Twitter and Periscope to communicate directly with customers every day.

Elon is undoubtably a visionary although he is getting it a little from all sides of the moment and he does take risks that the market is not necessarily comfortable with right now.



I’m not sure I’d go as far as to say, “least innovative”, but you do have an extremely valid point about incremental improvements.



I have no idea why Apple haven’t done this already, although new business growth has slowed recently (to be expected), it remains by far Amazon’s most profitable business.



Netflix & Spotify acquisitions would’ve made perfect sense and fitted in well with Apple’s service portfolio.

This post had several good, measured points for debate. It really deserved its own thread rather than a reply on this one.

 

[I7guy]

And he owned it, he spoke to customers live several times weekly, as he always does.
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To ensure we are comparing like for like, the $200 you quote is for the entry level model. The figures I quoted were for the highest capacity X as it goes with my history of always purchasing the best available (non plus sized) iPhone until now.

You may like him and thing he is the greatest thing since sliced bread, but I’m sticking with Verizon.

 

[44267547]

I was watching a video (pocketnow daily) and he stated that for the quarter there's been about 14 million iphone Xs sold. Not sure what Apple forecasted for that, it might be either low or high/on par based on expectations and obviously the higher price tag.

Everything you said and also I think consumers are just keeping their phones longer because they do everything they need them to. I don’t think smart phones are a general priority for upgrading for the majority of consumers, unless somebody is really into tech or they are due for an upgrade.

 

[Ffosse]

Whatever, I buy 2 new phones a year and can’t see that changing. Then I sell the old stuff.

 

[apolloa]

Everyone from TSMC, AMS, to Samsung Display is warning about weak demand. The CEOs of those firms have all basically pointed at iPhone X without saying it during earnings calls due to confidentiality agreements.

Is it normal for demand of a newly refreshed iPhone to trail off so quickly? Most analysts don't think so. Certainly not for such a major refresh.

The fact that Apple will put their cutting-edge Face ID and 6.1" LCD into a $700 package later this year... that already tells you a lot.

It’s not normal and I’ve started to read that the markets are apparently ‘very’ worried about Apples next earnings call, because of the cut backs in iPhone X parts orders that Apple has been making.

 

[Stuart6]

A lot of people would have bought it had the price been more reasonable. It is too steep. I am still holding on to my iphone 7 because of that. I would like to upgrade this year, but I am still hearing about prices being the same or maybe even higher. I don't think they are going to sell well again. Maybe the lower-end model with that lcd display would sell better, but that version is not their "pride and joy" flagship that they want to sell better. Apple should so something about the price...

 

[dirtylilhobo]

I just bought a 256G iPhone X and it came last week.. I’m afraid to open the box..!

 

[Glideslope]

It amazes me that the failure of the X due to its ludicrous price still has people in denial. Talk about the Sheep.
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I just bought a 256G iPhone X and it came last week.. I’m afraid to open the box..!

You have 14 days. Return it.
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It’s not normal and I’ve started to read that the markets are apparently ‘very’ worried about Apples next earnings call, because of the cut backs in iPhone X parts orders that Apple has been making.

The cuts in the supply chain started in January.

 

[The-Real-Deal82]

It’s not normal and I’ve started to read that the markets are apparently ‘very’ worried about Apples next earnings call, because of the cut backs in iPhone X parts orders that Apple has been making.

I think we’ll find out on 1st May when Apple releases their next quarter info, but I’m reading a lot of articles pointing at perhaps their most disappointing period since the iPhones inception.

I’ve said all along that a £1k+ iPhone is too niche to expect it to become a mainstream device. I think Apple were testing the market this year and have learned the vast majority of their customers are not willing to pay so much for an iPhone that essentially does the same thing as cheaper alternatives. Next year perhaps they’ll produce less of the X variants and put more effort into a sensibly priced iPhone that appeals to their loyal and core consumer-base. Times are changing and silly premiums are seriously out of date.

 

[The Game 161]

I just bought a 256G iPhone X and it came last week.. I’m afraid to open the box..!

lol why?
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I think we’ll find out on 1st May when Apple releases their next quarter info, but I’m reading a lot of articles pointing at perhaps their most disappointing period since the iPhones inception.

I’ve said all along that a £1k+ iPhone is too niche to expect it to become a mainstream device. I think Apple were testing the market this year and have learned the vast majority of their customers are not willing to pay so much for an iPhone that essentially does the same thing as cheaper alternatives. Next year perhaps they’ll produce less of the X variants and put more effort into a sensibly priced iPhone that appeals to their loyal and core consumer-base. Times are changing and silly premiums are seriously out of date.

hopefully rumours of a next gen iphone x being 100 quid cheaper will be correct for the smaller model at least

 

[apolloa]

lol why?
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hopefully rumours of a next gen iphone x being 100 quid cheaper will be correct for the smaller model at least

It should start from £850 though really. In the U.K. it has been if note that at launch no other brand new handset has stated st £999. That should tell Apple something.

But this is Apple who love to maximise profits with massive mark ups.

 

[The Game 161]

It should start from £850 though really. In the U.K. it has been if note that at launch no other brand new handset has stated st £999. That should tell Apple something.

But this is Apple who love to maximise profits with massive mark ups.

I think it will be interesting what the note 9 will be priced out as that will be right before the new iphones. Will be a direct comp price wise. Obviously i expect the plus iphone X to be a grand or over but if apple price it around 850-880 then that will be more in line with the new samsungs.

 

[apolloa]

I think it will be interesting what the note 9 will be priced out as that will be right before the new iphones. Will be a direct comp price wise. Obviously i expect the plus iphone X to be a grand or over but if apple price it around 850-880 then that will be more in line with the new samsungs.

True but he Note line drop is n price from launch, iPhones don’t as I don’t believe Apple allows that. But even then in John Lewis and Curry’s the X is dropped to £959 permanently.

In fact when you see the X is now at £959 and I think the Note 8 is around £600 on Amazon, it highlights the big price difference.

 

[The Game 161]

True but he Note line drop is n price from launch, iPhones don’t as I don’t believe Apple allows that. But even then in John Lewis and Curry’s the X is dropped to £959 permanently.

dropped in argos i think as well as very.co.uk

Has note 8 dropped that much? not seen many of the main places it dropping that much.

 

[bluecoast]

In London, I’ve seen about as many people with the iPhone X this year as I saw people with iPods around 2003.

That’s to say, it is a early adopter niche product.

Like many on these thread I’ve come to the following conclusions:

• Apple wanted to make people excited about the iPhone again with the X and were expecting to sell less units, but to make up the $ difference by having a more expensive phone. It does appear that they’re selling less than they hoped.
• If it’s true that they’re going to launch a mainstream X (the 9?) with LCD and an aluminium body for the same price as the 8 then they’ll have an upgrade super-cycle on their hands. I think that most people are ready for the X - just not its price
• One last thing: I wonder where this will leave the ‘X2’? Perhaps they’ll follow the Watch and call it the ‘iPhone Edition’

 

[apolloa]

dropped in argos i think as well as very.co.uk

Has note 8 dropped that much? not seen many of the main places it dropping that much.

The Note 8 is £869 in John Lewis but can be had for £580 on Amazon so yeah it has dropped a lot. Pretty good value actually if you want the phone.

I do t hold my hopes for Apple dropping the iPhone 11 price though. So the smart thing to do is wait for the X price drop when the 11 is launched.

 

[SnyG]

I work in a UK shop and we genuinely hardly sell any of the X. We get people asking for the prices of the X on contract, then when we tell them, they go for the 8 or the 8+ instead. It really is stupidly expensive over here and people aren’t buying it.

 

[Ffosse]

Love my X and I paid the full £999.

 

[44267547]

I Still think it’s fairly early to determine the overall fate of the iPhone X and where it will ultimately. I think 2018 will be an interesting year to see what Apple does with the pricing and if they reduce the starting price point for the 5.8 iPhone X and where they start the 6.5 rumored iPhone X Plus iwere the current 5.8 price is now. I still think it’s a great device, but it’s just not in everybody’s price range and consumers generally just are not paying attention to smart phones as much as they once did and they keeping their smart phones longer because they do everything they need it too.

 

[Shanghaichica]

In London, I’ve seen about as many people with the iPhone X this year as I saw people with iPods around 2003.

That’s to say, it is a early adopter niche product.

Like many on these thread I’ve come to the following conclusions:

• Apple wanted to make people excited about the iPhone again with the X and were expecting to sell less units, but to make up the $ difference by having a more expensive phone. It does appear that they’re selling less than they hoped.
• If it’s true that they’re going to launch a mainstream X (the 9?) with LCD and an aluminium body for the same price as the 8 then they’ll have an upgrade super-cycle on their hands. I think that most people are ready for the X - just not its price
• One last thing: I wonder where this will leave the ‘X2’? Perhaps they’ll follow the Watch and call it the ‘iPhone Edition’

I see 2/3 everyday on my commute into London. I live outside London and I’ve started seeing them more frequently in the town centre.