Other What a letdown!!!!!

[DexBell]

Noted, so you do not have any actual proof to post here, just some supposed claims from your friends and your imagination, you don’t have any actual evidence on a global level either I see.

The numbers still don’t speak to your argument and I doubt any company (like Apple) would be stupid enough to simply ship devices willy-nilly without considering their bottom line and demand for the product.

Thanks for trying though. More than happy to have a relook when you comeback with actual numbers to support your argument, as it stands 5G and 120hz doesn’t seem to have convinced the market.

Looking at the Premium Segment Apple is still ruling, no sign of the 5G 120hz screen smartphones, in fact it is just 1 5G phone (no 120hz screened phone) that made it and it’s in China:

Counterpoint

www.counterpointresearch.com

The update to these numbers will certainly be interesting, but for your sake I doubt it will be pleasant for the 5G based 120hz phones.

You have no actual proof either. Your post comes from some guy who works for a research company in Hong Kong and there are STILL no sales numbers. Only claims (with no proof) that Apple sells more phones. I want to see actual SALES numbers, not units SHIPPED or some analysts claims. Apple ships a ton more phones than anyone else, so they could very well be selling more, but how many are actually sold and how many are sitting in some carrier's stock room or warehouse? How many carriers sell Huawei Mate 30 Pro phones? Go to a Ford dealership with a thousand Fords and one Toyota on the lot, guess how many more Fords than Toyotas they will sell. Do you not get how it works?

 

[Tsepz]

You have no actual proof either. Your post comes from some guy who works for a research company in Hong Kong and there are STILL no sales numbers. Only claims (with no proof) that Apple sells more phones. I want to see actual SALES numbers, not units SHIPPED or some analysts claims. Apple ships a ton more phones than anyone else, so they could very well be selling more, but how many are actually sold and how many are sitting in some carrier's stock room or warehouse? How many carriers sell Huawei Mate 30 Pro phones? Go to a Ford dealership with a thousand Fords and one Toyota on the lot, guess how many more Fords than Toyotas they will sell. Do you not get how it works?

I have given you ample proof including sell-through, but if you are happy to admit that you simply don’t like facts, then I am happy to accept that as your answer, as all you have done is post pure and utter nonsense claims without a single bit of backup, including supposed claims from “friends” of yours without a shred of evidence.

 

[iFan]

Those are most SHIPPED phones, not most sold. I can guarantee you most any retailer has a TON of iPhones sitting around, how many Xiaomi phones you think they carry? Apple typically over produces the iPhone. Thats a big reason they are late this year, cant hit that 80 million mark. Anyone who thinks they are actually going to sell all 80 million iPhones is nuts. Most of those will be sitting in retailer's stockrooms and warehouses, as they are every year. I can make a million of anything and ship it, doesn't mean they are going to sell. List of units shipped is pretty much useless.

This isn't some giant secret. When asked, Tim Cook or the CFO give analysts on the quarterly conference calls the number of channel fill - aka how many weeks of iPhones are in the supply chain but have not been sold to an end customer. It could be as low as a couple weeks or as high as 2 months. This was an issue earlier this year during chinese factory shutdowns. The factory stopped producing, and Apple only had enough supply depending on previous channel fill. Custom orders with no channel fill had long backlogs for ordering.

In addition, having run many large volume AT&T and Apple stores, they do not carry hundreds and hundreds of phones at any given time. Apple and cell phone stores keep limited inventory (one week or so of sales) and get daily shipments to replenish. It would be stupid to keep more than that, due to risk of theft and other factors. The only exception is launch weekends. One small Apple store I worked at had 800+ phones for a single day. A flagship AT&T store had 2000+ iPhones but sold out of all of them within 72 hours.

Every year Apple orders a certain amount of phones from their supply chain, and they do not normally hit that number, but it is there in case it is needed. Then after Q4, they ramp down orders for Q1 lower sales and this gets reported as "Apple cuts iPhone manufacturing 30%" in Nikkei and other publications. Like clockwork. It's a very predictable cycle.

To my knowledge, once a phone has been shipped to a carrier, it is marked as "sold" in Apple's accounting system because they have already been paid by the carrier. This is similar to how car sales work. GM sells a truck to a dealership and even before it is sold to a customer it is counted as a sale. This is different if no middle man is involved.

 

[DexBell]

In addition, having run many large volume AT&T and Apple stores, they do not carry hundreds and hundreds of phones at any given time. Apple and cell phone stores keep limited inventory (one week or so of sales) and get daily shipments to replenish. It would be stupid to keep more than that, due to risk of theft and other factors. The only exception is launch weekends. One small Apple store I worked at had 800+ phones for a single day. A flagship AT&T store had 2000+ iPhones but sold out of all of them within 72 hours.

To my knowledge, once a phone has been shipped to a carrier, it is marked as "sold" in Apple's accounting system because they have already been paid by the carrier. This is similar to how car sales work. GM sells a truck to a dealership and even before it is sold to a customer it is counted as a sale. This is different if no middle man is involved.

Yes, this was a few weeks after the iPhone 11 lunch he said they had hundreds in store. Also, you are spot on about iphones "sold". Thats why numbers of iPhones shipped are meaningless.

 

[Tsepz]

Yes, this was a few weeks after the iPhone 11 lunch he said they had hundreds in store. Also, you are spot on about iphones "sold". Thats why numbers of iPhones shipped are meaningless.

This then means you agree with what I said :
That Apple don’t just Willy-nilly ship devices without considering the demand and bottom line and carriers as well as retailers don’t just order without considering those factors to.

Also the fact that Apple give these analysts numbers of what moved and didn’t also clearly shows that Counterpoint Research was absolutely on the ball with their sell-through numbers.

No matter how much you fight the numbers they simply don’t speak to your argument.

Fact remains, these 5G 120hz phones have not convinced the market, going back to my original point.

 

[LonestarOne]

I find it interesting that someone who claims to be a professional photographer is completely obsessed with 5G and 120Hz refresh rates and never talks about Lidar or camera improvements — things that might actually be of use to a photographer.

Does anyone else find that interesting?

 

[Tsepz]

I find it interesting that someone who claims to be a professional photographer is completely obsessed with 5G and 120Hz refresh rates and never talks about Lidar or camera improvements — things that might actually be of use to a photographer.

Does anyone else find that interesting?

LOL! I find it very interesting!
But hey Lonestar, what do we know!? The rest of us use our phones as “toys” REMEMBER!?

I use the camera for some photography jobs. The 11 camera is good but the 12 should be much improved with better lenses, bigger sensor and LiDAR. So I use my iPhone for work, not toys like most here do.

I would ask for actual data on this but I am sure I’d be met with a nonsensical rambling and told about “friends” to.

 

[EM2013]

I find it interesting that someone who claims to be a professional photographer is completely obsessed with 5G and 120Hz refresh rates and never talks about Lidar or camera improvements — things that might actually be of use to a photographer.

Does anyone else find that interesting?

I don’t know why everyone still responds to him logically or at all.

 

[Momof2.1107]

I don’t know why everyone still responds to him logically or at all.

He just want a response and to be noticed, which he get with every response.

 

[comptr]

Sounds about right for Apple these days, who can't release anything on time.

When you are the richest company in the world but cant get products out on time because of production delays, but all your competitors can, it makes you look really bad. Very poor management.

You do know that the iPhone 12 is delayed due to the current conditions.

 

[DexBell]

You do know that the iPhone 12 is delayed due to the current conditions.

For the millionth time, stop using COVID as an excuse! Samsung, Huwaei, Oppo and everyone else got their phones out right on time. This is Apple's fault.

 

[BigMcGuire]

For the millionth time, stop using COVID as an excuse! Samsung, Huwaei, Oppo and everyone else got their phones out right on time. This is Apple's fault.

This is an opinion, not fact unless you can show otherwise. For all we know, Apple could have had their orders delayed because of the COVID worries, then that would have made COVID an excuse, even if other companies decided to move forward with production in similar/same factories.

I am very proud of Apple doing the right thing with this virus. Risking human life unnecessarily is not worth you getting your device a month earlier.

 

[AppleB]

For the millionth time, stop using COVID as an excuse! Samsung, Huwaei, Oppo and everyone else got their phones out right on time. This is Apple's fault.

Dude it’s no one’s fault. Apple can release whenever they choose to for whatever reason.
What is on time? September? Because they are usually released in September? You can drag Apple all you want they still will make big money like they always do. A couple months or whatever later is not a death sentence for Apple you know and I know it. So stop tripping about nothing. Stop trying to prove a useless point because you’re disappointed for some unknown reason.
We get you’re disappointed in Apple not releasing “on time”.
Jesus Christ grow up. Why don’t cha.

 

[DexBell]

Dude it’s no one’s fault. Apple can release whenever they choose to for whatever reason.
What is on time? September? Because they are usually released in September? You can drag Apple all you want they still will make big money like they always do.

No, they actually can't. You have no clue how business works do you? Apple has shareholders to answer to if they are even a week late with a product, especially their flagship product, the iPhone. They have numbers they have to meet each quarter among many other things. Why do you think Apple's stock has fallen 20% over the past three weeks? I'll give you a hint, shareholders aren't happy with the delays. Maybe read a book on business and economics.

 

[TiggrToo]

No, they actually can't. You have no clue how business works do you? Apple has shareholders to answer to if they are even a week late with a product, especially their flagship product, the iPhone. They have numbers they have to meet each quarter among many other things. Why do you think Apple's stock has fallen 20% over the past three weeks? I'll give you a hint, shareholders aren't happy with the delays. Maybe read a book on business and economics.

Of course, the drop in price has absolutely nothing to do with there being a general malaise in the tech sector.

Nope, it HAS to be Apple’s failure to produce any phones in September, right?

Don’t make me laugh!

 

[C DM]

Why do you think Apple's stock has fallen 20% over the past three weeks? I'll give you a hint, shareholders aren't happy with the delays.

Something that actually proves that?

 

[TiggrToo]

Something that actually proves that?

@DexBell proclaimed it as such...

Oh wait, you were looking for some analyst report that stated as such?

Oh, in that case - please don’t hold your breath.

 

[Tsepz]

Something that actually proves that?

He doesn’t do facts. You are asking too much.
Ask what his “friends” said though...

 

[Momof2.1107]

This is an opinion, not fact unless you can show otherwise. For all we know, Apple could have had their orders delayed because of the COVID worries, then that would have made COVID an excuse, even if other companies decided to move forward with production in similar/same factories.

I am very proud of Apple doing the right thing with this virus. Risking human life unnecessarily is not worth you getting your device a month earlier.

He also fail to realize Apple produces and sells more phones than Samsung, etc. Nobody was prepared for this pandemic, not even Apple.

 

[bobmans]

Pandemic or not there's something only a company like Apple has to do: source millions and millions of the same high-end components. There's no other company like Apple that needs this amount of 5G modems, 5G antenna, 5nm chipsets, high-end camera modules, top-of-the line OLED screens,...
It's always easier to launch a phone with high-end specs that will sell about 500k-1million units compared to a phone that's going to sell 10-20x that amount in it's first quarter.

 

[vipergts2207]

No, they actually can't. You have no clue how business works do you? Apple has shareholders to answer to if they are even a week late with a product, especially their flagship product, the iPhone. They have numbers they have to meet each quarter among many other things. Why do you think Apple's stock has fallen 20% over the past three weeks? I'll give you a hint, shareholders aren't happy with the delays. Maybe read a book on business and economics.

Something tells me you know jack squat about financial markets. Let's look at some more numbers. Apple is down 16% from it's recent high. Samsung is down 5%. Looks bad for Apple, right? Everyone who isn't living under a rock knows the tech sector has been getting hammered recently because they ran up so much since March, so neither number is surprising. Let's dive deeper. Apple sits at an insane 111% gain since its March low of $56.09. Meanwhile Samsung is only up 35% from it's March lows. Apple is up almost 4% today alone.

Additionally, Apple was at $40.22 when they announced the delayed November launch of the iPhone X on 9/13/17. Now they're up, 180% from then three years ago. Doesn't seem that the delay had much of an impact. Something tells me that Apple shareholders are generally pretty satisfied. You're just projecting onto shareholders how upset you are that you're going to make an extra payment or two on your current IUP plan. Shareholders don't care that your upgrade will be a little late, they're busy counting their money. By the way, maybe you could tell us what some of your favorite books on business and economics are.

 

[DexBell]

Something tells me you know jack squat about financial markets. Let's look at some more numbers. Apple is down 16% from it's recent high. Samsung is down 5%. Looks bad for Apple, right? Everyone who isn't living under a rock knows the tech sector has been getting hammered recently because they ran up so much since March, so neither number is surprising. Let's dive deeper. Apple sits at an insane 111% gain since its March low of $56.09. Meanwhile Samsung is only up 35% from it's March lows. Apple is up almost 4% today alone.

Additionally, Apple was at $40.22 when they announced the delayed November launch of the iPhone X on 9/13/17. Now they're up, 180% from then three years ago. Doesn't seem that the delay had much of an impact. Something tells me that Apple shareholders are generally pretty satisfied. You're just projecting onto shareholders how upset you are that you're going to make an extra payment or two on your current IUP plan. Shareholders don't care that your upgrade will be a little late, they're busy counting their money. By the way, maybe you could tell us what some of your favorite books on business and economics are.

Nice spin, but here is some ugly truth for you...

https://www.cnbc.com/2020/03/25/cor...port-says-iphone-launch-could-be-delayed.html

Apple stock drop makes history with $179B loss

Apple shares make history on the way up and down.

www.foxbusiness.com

 

[The.Glorious.Son]

Nice spin, but here is some ugly truth for you...

https://www.cnbc.com/2020/03/25/cor...port-says-iphone-launch-could-be-delayed.html

Apple stock drop makes history with $179B loss

Apple shares make history on the way up and down.

www.foxbusiness.com

Finished the day down .55% LOL. How will they ever survive?!

Every year someone like you comes along and either is truly too obtuse to comprehend the fact that Apple will crush sales whenever the phones drop, or, you are a troll. If it’s the latter, you’ve done an extraordinary job. If it’s the former, is there anything I can do to console you during this very difficult time for you?

 

[Phone Junky]

Why do you think Apple's stock has fallen 20% over the past three weeks?

It hasn't. Exactly 3 weeks ago today(9/4/2020) AAPL closed at $120.96. Today it closed at $112.48. That's 7%. Along with other tech stocks.

Notice any trend here? It has nothing to do with a "delayed" iPhone launch.

 

[LonestarOne]

If Dexbell really believes this stuff, why is he wasting his time here? He should be on the phone with his broker, shorting AAPL stock.