Analysts Cut iPhone X Shipment Forecasts, Citing Lukewarm Demand

Megalith

Megalith

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Apple looks like it’s having a not-so Merry Christmas: the company has reportedly cut iPhone X orders for the first quarter of 2018, as demand is supposedly fading. Sinolink Securities Co. analyst Zhang Bin says Apple may ship just 35 million iPhone X units in the period, 10 million short of the previous estimates.

JL Warren Capital LLC said shipments will drop to 25 million units in the first quarter of 2018 from 30 million units in the fourth quarter, citing reduced orders at some Apple suppliers. The drop reflects “weak demand because of the iPhone X’s high price point and a lack of interesting innovations,” the New York-based research firm said in note to clients Friday.
 
Is there anything a newer smart phone can do that an older / newish phone can't ? Apples business model is in the sale of hardware as opposed to the sale of private information with Google. If they can't sell as many handsets in future due to lack of any new 'necessities' then what are they going to do.
 
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Look, it is a nice phone but there is a breaking point. These $800 plus yearly minor upgrades are complete BS! Give us something worth the price of admission or GFY with those prices.
 
While im not a fan of apple, a product that is bringing in tens of billions of dollars in revenue, in a single quarter, is hard to find disappointing
 
Etherton said:
Look, it is a nice phone but there is a breaking point. These $800 plus yearly minor upgrades are complete BS! Give us something worth the price of admission or GFY with those prices.
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QFT! No one that isn't rich is going to jump on a new $1k phone every year. Hell, my LG V10 still serves me well and it's already 3+ years old.
 
Gee, imagine that. People don't want to spend $1000 or more for a phone with features the competition offers for less than $600. What a shock!
 
Bought my current phone (Moto G5) for $250, and it has everything every flagship has except the edge-edge screen. I'm glad to see that some people are finally waking up to the fact that iPhones are just not that special anymore. Save your money for something that matters, like a new GPU...
 
Think these new phones are hitting the ceiling on how much they think they can charge for them. I have a google pixel XL at the moment and to be honest my next phone will probably be a Iphone. They still haven't fixed the Bluetooth issue with my Pixel XL or on the new Pixel 2. Bought a new car and my wife's Iphone works perfect with it and mine won't work at all. My work iphone works and the person that sold it to me phone worked perfect. Just my damn google phone doesn't work. But any way, these new 1k phone's is just crazy. They are faster but day to day iphone 7 vs 8 or probably even a 6 plus your not going to notice a difference with day to day things. People are going to get to a point where they are like do i really need a new phone this one does everything i need and they all look the same in a case now days. It's no longer back in the day when you got a touch screen phone and people were like OMG you got the new phone. Now it's like oh you got that new phone , yeah it's the same as the old one.
 
Ought to be interesting since most physical mass production prices at some point have a basis in production volumes. More volume, lower prices. At $800-1000+, and an already sagging market, it seems like prices would only increase for these since Apple isn't overly known for its discounts.

I've spoken to a lot of the Apple enthusiasts that I know and most have opted to stick with what they have(between 5s-7s). Only a couple have moved to the 8s and yet to know anyone who thought the 10 is worth it.
 
ChefJeff789 said:
Bought my current phone (Moto G5) for $250, and it has everything every flagship has except the edge-edge screen.
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Oh come on...when did you buy it? Straight up, that phone isn't even a year old yet. I got my LG V10 used in perfect condition for $150 Thanksgiving of last year and it blows the Moto G5 out of the water in every respect...even brand new a year ago you could have gotten better. Your Moto certainly doesn't have everything a flagship device has, not even close. Only 1080p/30 recording, 2/3GB RAM, SnapDragon 430 mid-range, smaller 1080p screen...Just saying, maybe not the best example to use. Certainly doesn't seem like a good example of value.

Speaking of LG V10 for $150 the $1000 price tag of something like the iPhone X is dumb. I feel like my Galaxy S8 is just as nice, if not nicer (especially the screen!), than the X for half the price.
 
lostin3d said:
I've spoken to a lot of the Apple enthusiasts that I know and most have opted to stick with what they have(between 5s-7s). Only a couple have moved to the 8s and yet to know anyone who thought the 10 is worth it.
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This seems more true than ever before. Even seems like the iPhone 7/s was WAY more popular than the new 8 and X. I know a lot of people that went to the 7 and were pretty consistent upgraders that see NO point in going to the 8 or X. Especially due to the 8's glass back...people like the aluminum 6 and 7's.

We'll see about the iPhone 9 or 11 or whatever is next but this new stuff certainly isn't the runaway success the others were and still are.
 
Apple should try lowering their prices some, the X is at a ludicrous price point.

They could also invent a port or slot where people could put a fucking memory card. COURAGE!
 
My next phone will have a removable battery. The rest of you manufactures need to pay attention. I'm sick of expanding batteries, that I can't remove, killing a phone I actually enjoy.
 
IMO the X is too large for mass appeal as well.

I know it’s not that much larger then the 8, but it doesn’t feel like it.

Additionally the price point is just insane, and a lot of people are hesitant to how durable it is.
 
Twisted Kidney said:
They could also invent a port or slot where people could put a fucking memory card.
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BloodyIron said:
My next phone will have a removable battery.
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giphy (7).gif
 
BloodyIron said:
It's not a dead horse. I'm getting a V20, and I don't give a damn about phones that have batteries that can't be removed. There is a tangible problem here...
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Well I've already got a phone with a removable battery. You jelly? XD
 
BloodyIron said:
My next phone will have a removable battery. The rest of you manufactures need to pay attention. I'm sick of expanding batteries, that I can't remove, killing a phone I actually enjoy.
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That's why I'm still using my Note 4, and will continue to use it for as long as possible. Replacement battery was $15.

Just bought a Note 4 for my kid. $229 for one in mint condition. 64GB memory card was another $20. Sure beats paying $800+ for a phone.
 
Just picked up a battery kit for my Iphone 6S Plus. I should be good for another 3-4 years The battery kit with tools from Ifix it was just under $40.
 
Every quarter some Analyst comes out and says these things, then they blow out the lights on the conference call and the stock picks up 10%.

This time will be no different.
 
I know a lot of people that bought the X. I like iPhones well enough - but too much money for me. A guy I worked with dropped $1400 (including AppleCare) - crap, I can buy a nice system that lasts me 5+ years for that.
 
Screen wasn't wide enough for my liking so I grabbed an 8+ to replace my 6+. The facial recognition is a bit of a joke as expected as well, other people can beta test that s**t before I'll consider it.
 
Mut1ny said:
Oh come on...when did you buy it? Straight up, that phone isn't even a year old yet. I got my LG V10 used in perfect condition for $150 Thanksgiving of last year and it blows the Moto G5 out of the water in every respect...even brand new a year ago you could have gotten better. Your Moto certainly doesn't have everything a flagship device has, not even close. Only 1080p/30 recording, 2/3GB RAM, SnapDragon 430 mid-range, smaller 1080p screen...Just saying, maybe not the best example to use. Certainly doesn't seem like a good example of value.

Speaking of LG V10 for $150 the $1000 price tag of something like the iPhone X is dumb. I feel like my Galaxy S8 is just as nice, if not nicer (especially the screen!), than the X for half the price.
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Easy there, Tamberlane. I owned my last phone for 3.5 years, and I bought this one at Costco for the warranty. And I misspoke, it was $200. Cool, your phone was cheaper, and I'm sorry my phone doesn't live up to your standards, I guess...? My point is that my phone can do everything (that matters) just as well as any flagship. I don't care about phone specs, I just know it's every bit as snappy as my buddy's X, and the battery lasts almost 3 days, even with decent use. That's worth a lot to me.
 
Got my 2 v30 phones at 800 each.

Got 500 back on a gift card visa.

Got two free lg 8plus tablets with LTE.

Got 2 free Google day dream head sets.

Got 2 64gb cards free on promo.

Got 5 free vr games.

Also got a free google home on bundle.


Great deal
 
Look for some firings at Apple as they must make someone a scapegoat for the idiotic idea of putting two new phones on the market at the same time, with the bait of the IPhone X causing an initial Osborne Effect on the 8 and 8 Plus, and then the X with its crazy price tag offering no real improvements over the 8 other than an OLED screen. Clue to Apple's board, there's no Zombie Jobs coming back to save your asses from stupid business decisions.

Meanwhile, my 5S is still soldiering on just fine. It's not noticeably slower at anything, responses are just as snappy as always - or at least, snappy enough that the phone is more than usable. So what if some synthetic benchmark shows it may be slower than when new, when in the REAL WORLD it works just fine? Much ado about nothing - and like when it was new, my battery lasts all day with no special measures to conserve power. Of three phones on my plan, I am now the one with the oldest phone, but that's mostly because I don't drop and break my stuff. My perfectly scratch free 4S that this replaced was pressed into service when a friend destroyed her phone - and it had a crack in the screen within the first week. My GF is on her THIRD Samsung since I got the 5S - the first one she DROVE OVER after it fell on the ground when she got home one night and she never even noticed she didn't have her phone until the next morning, and then drove off to work the next morning, coming home to find the crushed phone in the street. Second one, she had tucked in the top of her swim suit and voluntarily went in the pool - she wasn't tossed in or anything. How you don't notice something that big shoved in there - I think that one was an S7.

But them I am THAT guy - I recently got a new laptop from work and I'm still putting the protective sheet in between the keyboard and display when I close it up. :LOL:
 
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katanaD said:
While im not a fan of apple, a product that is bringing in tens of billions of dollars in revenue, in a single quarter, is hard to find disappointing
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Anything but growth isn't acceptable to businesses. Especially those which are publicly traded.
 
Dan_D said:
Anything but growth isn't acceptable to businesses. Especially those which are publicly traded.
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Yes, especially to Wall Street analysts who still live in the Industrial Revolution when there was just endless growth and no chance of any market saturation. To quote Blazing Saddles: Morons.
 
jnemesh said:
Gee, imagine that. People don't want to spend $1000 or more for a phone with features the competition offers for less than $600. What a shock!
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but they'll have to when they are invested to the gills in an ecosystem.

that's what it's all about.

the phone is just the gateway.

and when you are the only player in that ecosystem....
 
jnemesh said:
Gee, imagine that. People don't want to spend $1000 or more for a phone with features the competition offers for less than $600. What a shock!
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They shipped/sold 30 million phones last quarter, that's $30+ Billion in revenue, decent chunk of change I'd say.
 
now we know why iphonex shipments made it out so fast.

Do you think a $50 drop would get more people to buy it ?

aapl stock up 50% for the year, so of course contrarians have to try to push it down for buy opportunity.
 
Maybe if they didn't charge so much for something that is still, basically, a shitty engineering sample they might be doing better.
 
Master_shake_ said:
but they'll have to when they are invested to the gills in an ecosystem.

that's what it's all about.

the phone is just the gateway.

and when you are the only player in that ecosystem....
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Yes, but more and more are rejecting even spending $600 on a new phone and opting to buy lower end models, which puts a significant crimp in Apple's profitability. Now that the news has broken that Apple intentionally cripples older phones...well, this wont end up benefiting Apple's shareholders. *It just works...slower.
 
Oh man, the Note 4 is a pretty sweet phone! A job I was at a few years ago gave me the choice of phone to use. Naturally, selected the Note 4, as I wanted something I could do WORK on ;D

nutzo said:
That's why I'm still using my Note 4, and will continue to use it for as long as possible. Replacement battery was $15.

Just bought a Note 4 for my kid. $229 for one in mint condition. 64GB memory card was another $20. Sure beats paying $800+ for a phone.
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Every year, the same damn article comes out. The same doomsayers come to post about it and every year nothing changes despite what is said.

Oh look, another Apple article!
 
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