Ryan Vlastelica for Bloomberg:
Deutsche Bank wrote that average selling prices (ASPs) for the key product category could drop between 4% and 6% in fiscal 2020, thanks to both the cheaper price of the iPhone 11 — which starts at $699, compared with last year’s iPhone XR, which started at $749 — along with reduced prices for previous generations like the iPhone 8 and 8 Plus. Analyst Jeriel Ong estimated that these models could together account for 40% of iPhone unit sales over the next 12 months…
According to a Bloomberg MODL estimate, Apple is expected to ship 182.7 million iPhones over 2020, which would represent a year-over-year decline of about 1.1%. The average selling price is expected to be $759.85, a year-over-year decline of 2.3%.
MacDailyNews Take: Apple’s emphasis on monthly payments for iPhones is clearly seen, front and center, on their online store for the first time this year which may help sales ahead of the iPhone 5G super cycle that we expect. The company likely has other tools ready to use to keep sales going — promos, bundles, etc. — so it’ll be very interesting to see how they do on iPhone revenue for the next year.
We’re most interested in how Apple’s marketing apparatus will attempt to sell iPhones (think: Camera, Camera, Camera!) in a year where many of us with iPhone X/XS/XS Max units (and even older Home-button based iPhones) may simply be on a holding pattern until iPhone 5G. — MacDailyNews, August 16, 2019