“Carriers are seeing demand stabilize for new iPhones, according to new research,” David Marino-Nachison writes for Barron’s. “That could be good news for Apple investors, though it doesn’t address demand issues in China that have been a major concern this year.”
“In a Wednesday report, KeyBanc Capital Markets analysts said that surveys of iPhone sell-through at major carriers appeared ‘stable’ in January in much of the world,” Marino-Nachison writes. “‘Our latest carrier surveys across North America and Western Europe indicate demand for the iPhone remains muted, given the lack of new innovation and higher price points,’ wrote analyst John Vinh. ‘However, we did observe stable sell-through trends month-to-month in January, as carrier stores indicated results were largely in line with plan.'”
“Perhaps less encouraging, at least from a margin perspective: Carriers sold fewer of Apple’s newer high-end iPhones, the XS and XS Max models, putting their share of sell-through at about 50-50 with the XR, according to Vinh,” Marino-Nachison writes. “Apple recently stopped giving out unit sales data for iPhones, making investors more reliant [on] reports like these for clues.”
Read more in the full article here.
MacDailyNews Take: Apple recently stopped giving out unit sales data for iPhones, making investors more susceptible to reports like these. TFTFY.
Obviously, as the year goes on, one would expect demand for Apple’s highest priced flagships to decline as those are precisely the type of iPhones that early adopters are likely to snap up within the first months of availability. Since the lineup was revealed, most observers expected iPhone XR to be Apple’s best-selling iPhone model for 2019.
As Apple intended. The iPhone XR is the X-class iPhone for the masses! – MacDailyNews, October 16, 2018
Why would the hoi polloi choose the 5.8-inch iPhone XS when they can get the 6.1-inch iPhone XR? They don’t know the difference between LCD and OLED, they have no idea what 3D Touch is, [it costs less], and it looks/works pretty much the same to them – plus it comes in colors (that they’ll immediately cover with a case; no matter, colors sell). — MacDailyNews, September 20, 2018
SEE ALSO:
ZDNet spends one month with the Apple iPhone XR: ‘The best new iPhone for most people’ – November 26, 2018
WSJ reviews Apple’s 6.1-inch iPhone XR: ‘The best feature-to-price ratio of any iPhone possibly ever’ – October 26, 2018
John Gruber reviews Apple’s iPhone XR: ‘The new iPhone most people should buy’ – October 23, 2018
Gizmodo reviews Apple’s iPhone XR: ‘Affordability done right’ – October 23, 2018
It took Apple less than four days to sell out initial iPhone XR supply – October 23, 2018
Some of Apple’s iPhone XR models are already sold out – October 19, 2018
Apple’s 6.1-inch iPhone XR looks set to become a huge blockbuster – October 16, 2018
Rut roh.
😝
Zerohporn strikes again. Sad.
Then again, I’m a loser living in the broken down motor home, behind my dad’s house.
Yes, fake Zeropornishment, there is absolutely no question that you are a childish and sad loser who goes around taking usernames and making the dumbest of dumb childish comments. Your childish cackling of laughter and delight at your sad and sorry fake rants is a clear sign of your immaturity. So-called clever posts while in your underwear in your mom’s basement – not so clever.
Keep up your bad work of wasting time running around the MDN blog, addicted to your inanity, it’s a sad blight on your record as a useful and productive human being.
Good luck with your broken down motor home, loser.
We all know who you are, and we recognise your stupidly non-sly ways
You fool no-one except your own stupid self. Congratulations for being a human waste of space.
Your parents had much greater hopes for you, way to go on just being a sad and sorry loser in life.
Clappity effen clap.
Sorry about my outburst. I missed an Anger Management class.
Yep, you’re a dddick who repeats everything. You’re a massive Weiner. You must feel good having a diqq for a brain. Congrats Anthony Wiener, you are a diqq.
@Pornishment
We don’t need that kinda negativity here, dude.
“Zeroporn strikes again”
Move on troll.
😡
Ruh Roh, I really am an idiot!
Yes, you most certainly are – you’re like my twin brother.
Sorry for infecting the board with my mental illness. I will go away now.
@Porn To Be Wild
Love your screen name 😘
🤢🤮 all over Sean
It certainly won’t help much in China or India where Apple needs iPhone sales increases the most. I honestly don’t think Apple has any solution for those losses except for lowering iPhone prices.
Apple simply needs to look for other revenue streams now that the smartphone market is saturated. Analysts claim (in a negative sense) how Services revenue will still be tied to iPhone sales and that’s not a good thing to hear.