• We’re currently investigating an issue related to the forum theme and styling that is impacting page layout and visual formatting. The problem has been identified, and we are actively working on a resolution. There is no impact to user data or functionality, this is strictly a front-end display issue. We’ll post an update once the fix has been deployed. Thanks for your patience while we get this sorted.

Apple iPhone 6 sales disappoint, shares plummet 7%

Page 5 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.
Artdeco said:
I don't give a flip about Samsung's component business, I care about Samsung phone sales, and they've gone down since Apple finally went big with their screened phones.
Click to expand...

You seem to have a particular message you're trying to stick to and that's fine. I had a comment based on data in the image you posted. If you're not interested, then don't feel the need to reply.

A 7% y/o/y revenue drop is a bad thing, but I'd hardly call it cratering when it's in comparison to a quarter before the iPhone 6/+ were released. If anything, I think it really could have been far worse but the iPhone 6 looks like it's hurting the other Android flagships the hardest.

The drop in profit is the pain point, but this is where being a conglomerate is a good thing when it works out. The strength of their foundry business this year has meant not only significant profit growth there through Samsung smartphone sales, but actual SOC superiority.

While not quite as foolish as those who try to paint doom and gloom scenarios for Apple, it's foolish to do for Samsung. If anything, I think unless things change, we're moving toward a world where there are truly only 2 flagship phones (iPhones and S/Note) and everything else is mid and low range.
 
mrochester said:
The kind of people in my life who own Android phones wouldn't know what processors, ROMs or RAM was. My experience is very much the tech-illiterate own Android and the tech-literate own iPhones.
Click to expand...

You really need some new friends :whiste:🙂
 
mrochester said:
The kind of people in my life who own Android phones wouldn't know what processors, ROMs or RAM was. My experience is very much the tech-illiterate own Android and the tech-literate own iPhones.
Click to expand...

I will admit in my own life most of the Android users I know aren't super tech savvy. That is because of the success of Android though, it is the phone of choice for the lowest common denominator (aka those who want the phone that comes free with a contract).
 
Last edited:
dawheat said:
You seem to have a particular message you're trying to stick to and that's fine. I had a comment based on data in the image you posted. If you're not interested, then don't feel the need to reply.

A 7% y/o/y revenue drop is a bad thing, but I'd hardly call it cratering when it's in comparison to a quarter before the iPhone 6/+ were released. If anything, I think it really could have been far worse but the iPhone 6 looks like it's hurting the other Android flagships the hardest.

The drop in profit is the pain point, but this is where being a conglomerate is a good thing when it works out. The strength of their foundry business this year has meant not only significant profit growth there through Samsung smartphone sales, but actual SOC superiority.

While not quite as foolish as those who try to paint doom and gloom scenarios for Apple, it's foolish to do for Samsung. If anything, I think unless things change, we're moving toward a world where there are truly only 2 flagship phones (iPhones and S/Note) and everything else is mid and low range.
Click to expand...

I just really hate the direction Samsung is headed, some of their stuff is pretty good, (I've owned every version of the Note) it's just that doing the whole sealed phone thing is abandoning the early adopters that preferred that flexibility. Not looking forward to just skipping the next gen when it appears they're going to take away some of the features I value highly. Am in Vegas right now with a spare battery for the GF's Note in my pocket, and I'm carrying 2 sealed phones, a nexus 6 and an iP6.
 
mrochester said:
The kind of people in my life who own Android phones wouldn't know what processors, ROMs or RAM was. My experience is very much the tech-illiterate own Android and the tech-literate own iPhones.
Click to expand...
If there are any issues with their iPhone, most users I know wouldn't know what to do besides go to the Apple store. They may use technology, but have no idea how it works or how to troubleshoot it. They know this button does this, but if it doesn't just work they're hopeless.

It's millennial tech savvy which is superficial and without substance.

Now the same goes for most android users too. The only conclusion I come to is most users of any platform aren't truly technically literate but like to think they are bc they know some ui functions.
 
Last edited:
dawheat said:
If there are any issues with their iPhone, most users I know wouldn't know what to do besides go to the Apple store. They may use technology, but have no idea how it works or how to troubleshoot it. They know this button does this, but if it doesn't just work they're hopeless.

It's millennial tech savvy which is superficial and without substance.

Now the same goes for most android users too. The only conclusion I come to is most users of any platform aren't truly technically literate but like to think they are bc they know some ui functions.
Click to expand...

I wouldn't be surprised if the ratios of genuine tech savviness to cluelessness are similar across platforms. It's just on forums that you see the Android fans acting as if every user on their platform is 'enlightened,' as if buying that Moto G at the carrier store suddenly makes you a rebel fighting for open source code and platform freedom. No, you're probably buying it because it's cheap and readily available -- that's about as conformist as you can get. There are plenty of conformist iPhone users, of course, I just don't think that you see as many of them pretending that they're "thinking different."

To bring this thread back on track, I'm surprised we didn't talk about Strategy Analytics' market share estimates. If they're on the mark, this looks good for Apple and Huawei, and terrible for almost everyone else. Samsung is still shipping more phones than Apple, but that gap is narrowing considerably -- and the Korean firm doesn't have the profit margins to make up for dropping sales volumes. I suspect Samsung wishes it had Apple's 'disappointing' performance right about now.
 
Commodus said:
I wouldn't be surprised if the ratios of genuine tech savviness to cluelessness are similar across platforms. It's just on forums that you see the Android fans acting as if every user on their platform is 'enlightened,' as if buying that Moto G at the carrier store suddenly makes you a rebel fighting for open source code and platform freedom. No, you're probably buying it because it's cheap and readily available -- that's about as conformist as you can get. There are plenty of conformist iPhone users, of course, I just don't think that you see as many of them pretending that they're "thinking different."
.
Click to expand...

Android is dominating mostly because of a combination of cheap hardware, enormous app ecosystem and to a lesser extent easy file management...It's only that niche segment of spec warrior/OS hack/aesthetics wank crowd that is making most the noise online.
 
I frown a little now and then but I'm not depressed or anything like that. I acquired some Apple stock at $129 a few months ago. And now it's not down by a horrendous amount. So it's dropped about 6 or 7 points since then.

Not a rabid Apple fan, I'm taking a chance, a slim one yes, that its stock will do half or even a quarter of the 60+ fold rise (pre stock split) it had since it was at $10 back in 2001. Not likely but it's a hope. I have 230 shares in a joint account with my dad btw. And we've agreed that if someday we sold all of it we'd each get half, as it probably should be by law in this situation I think.

But I do have a high end Apple product. It's the 27" Apple Cinema Display, a $1000 pc monitor. Now granted I rarely use it because I think my new Samsung 27" pc monitor (also about $1000) has a better picture for games and everything else. However I still keep the Apple monitor in case I get into a discussion with a vociferous Apple enthusiast I can have some credibility in some debates by my ownership of the Apple monitor. My cell is a S4 btw.
 
Last edited:
PlanetJosh said:
Not a rabid Apple fan, I'm taking a chance, a slim one yes, that its stock will do half or even a quarter of the 60+ fold rise (pre stock split) it had since it was at $10 back in 2001. Not likely but it's a hope. I have 230 shares in a joint account with my dad btw. And we've agreed that if someday we sold all of it we'd each get half, as it probably should be by law in this situation I think.
Click to expand...

Uh, no.

AAPL is not going to have a 15X increase. It's already the most valuable company in the world at $700B. It's going to be hard enough to get to $1T let alone $10T.
 
dawheat said:
If there are any issues with their iPhone, most users I know wouldn't know what to do besides go to the Apple store. They may use technology, but have no idea how it works or how to troubleshoot it. They know this button does this, but if it doesn't just work they're hopeless.

It's millennial tech savvy which is superficial and without substance.

Now the same goes for most android users too. The only conclusion I come to is most users of any platform aren't truly technically literate but like to think they are bc they know some ui functions.
Click to expand...

Not sure what you want iPhone users to know how to fix their iphones, it's part of Apples secret sauce, decent performance and you don't have to be a super user to have a great experience.
 
dawheat said:
If there are any issues with their iPhone, most users I know wouldn't know what to do besides go to the Apple store. They may use technology, but have no idea how it works or how to troubleshoot it. They know this button does this, but if it doesn't just work they're hopeless.

It's millennial tech savvy which is superficial and without substance.

Now the same goes for most android users too. The only conclusion I come to is most users of any platform aren't truly technically literate but like to think they are bc they know some ui functions.
Click to expand...

Most people think their cell phones work off of satellites.
 
PlanetJosh said:
I frown a little now and then but I'm not depressed or anything like that. I acquired some Apple stock at $129 a few months ago. And now it's not down by a horrendous amount. So it's dropped about 6 or 7 points since then.

Not a rabid Apple fan, I'm taking a chance, a slim one yes, that its stock will do half or even a quarter of the 60+ fold rise (pre stock split) it had since it was at $10 back in 2001. Not likely but it's a hope. I have 230 shares in a joint account with my dad btw. And we've agreed that if someday we sold all of it we'd each get half, as it probably should be by law in this situation I think.

But I do have a high end Apple product. It's the 27" Apple Cinema Display, a $1000 pc monitor. Now granted I rarely use it because I think my new Samsung 27" pc monitor (also about $1000) has a better picture for games and everything else. However I still keep the Apple monitor in case I get into a discussion with a vociferous Apple enthusiast I can have some credibility in some debates by my ownership of the Apple monitor. My cell is a S4 btw.
Click to expand...

2 things to do with Apple stock, just ignore it, check in every year and watch the increase, or sell out of the money covered calls to generate some income with it along with the dividends, reinvest, repeat

The Oct-Dec quarter will be massive, the "s" phones, Apple TV revamp, the Apple Watch holiday sales, and the Macs, particularly laptops keep growing. There are now more iOS devices sold than Windows PC's. The landscape has fundamentally changed in personal computing.
 
Last edited:
Yeah, this isn't looking good for Apple.

Apple's momentum 'meltdown' bites investors
http://www.reuters.com/article/2015/08/04/us-apple-stocks-idUSKCN0Q92A020150804

When investors see the likely dismal sales of the upcoming iPhone 6s, prepare for an even bigger meltdown of Apple's shares.

I just laugh when people like Icahn think that Apple's shares can reach $1 trillion. It's at $0.6 trillion right now and most likely going to end up far lower than that in the next 1-2 years.

I'm betting my money that the iPhone 6s will sell much less than the iPhone 6 with US consumer sentiment getting lower and lower now.

The Chinese smartphone market is pretty much at saturation point. The only other large market now is India, where the Samsung Tizen Z series smartphones are dominating.
 
Last edited:
Achtung! said:
Yeah, this isn't looking good for Apple.

Apple's momentum 'meltdown' bites investors
http://www.reuters.com/article/2015/08/04/us-apple-stocks-idUSKCN0Q92A020150804

When investors see the likely dismal sales of the upcoming iPhone 6s, prepare for an even bigger meltdown of Apple's shares.

I just laugh when people like Icahn think that Apple's shares can reach $1 trillion. It's at $0.6 trillion right now and most likely going to end up far lower than that in the next 1-2 years.

I'm betting my money that the iPhone 6s will sell much less than the iPhone 6 with US consumer sentiment getting lower and lower now.

The Chinese smartphone market is pretty much at saturation point. The only other large market now is India, where the Samsung Tizen Z series smartphones are dominating.
Click to expand...

Apple managed a record-setting quarter with a 35% year-over-year increase in iPhone shipments during a quarter which is historically its weakest, and you're predicting "likely dismal sales" of the iPhone 6s... based on what evidence, exactly? Analysts' hunches?

History, not to mention basic logic, suggests that Apple will sell at least as many iPhones on launch this year as it did before. It has a larger addressable number of people looking to upgrade; the bulk of them are likely iPhone 5s and 5c users (on two-year cycles because of contracts and typical buying patterns), but you'll also find holdouts and the occasional early adopter. And after those users, you also have to account for switchers (higher proportions thanks to the larger screen sizes) and first-timers.

For Apple to sell significantly fewer iPhones than last year, it would have to face a dramatic competitive threat that hasn't emerged in recent memory. It'd have to face a competitor that's not only fast-growing, but directly impacts iPhone sales... or if not that, a market so saturated that Apple has little hope of getting a significant number of new customers. The former is doubtful (Xiaomi and Huawei aren't growing at Apple's expense, and Samsung is still failing), and the latter is uncertain because we've only really seen one quarter of cold Chinese shipments.

Also, provide evidence that Samsung's Z1 phone is dominating India, please. I've seen that it had racked up 1 million Z1 sales in the country in half a year, but you can't call that market leadership without context. How many Android phones sold during that period? And the hilarious bit about Samsung's overall share (Android and Tizen): it's claiming 40% of the Indian market... by value. When a company talks about that, it's a sign that the actual, unit-based market share is significantly less. Samsung isn't dominating the Indian market when you count its full phone roster, let alone when you limit the scope to Z1 sales.
 
And I'm pretty sure based on leaked specs peeps who were on the fence about a note 5 are just going to wait for a 6s+

IOW in Q4 Apple is going to own the high end smart phone market.
 
Achtung! said:
I'm betting my money that the iPhone 6s will sell much less than the iPhone 6 with US consumer sentiment getting lower and lower now.
Click to expand...

I'll take that bet. The bet is whether or not AAPL will sell more iPhones in fiscal Q1-2016 (calendar Q4-2015) than they did in fiscal Q1-2015 (Q4-2014), correct?

Worldwide?

Or is the wager only for US-sales?
 
Last edited:
stlc8tr said:
I'll take that bet. The bet is whether or not AAPL will sell more iPhones in fiscal Q1-2016 (calendar Q4-2015) than they did in fiscal Q1-2015 (Q4-2014), correct?

Worldwide?

Or is the wager only for US-sales?
Click to expand...

Q1 and Q2 2016 vs Q1 and Q2 2015.

That is October 2015-March 2016 vs October 2014-March 2015.

For worldwide sales.
 
Achtung! said:
Q1 and Q2 2016 vs Q1 and Q2 2015.

That is October 2015-March 2016 vs October 2014-March 2015.

For worldwide sales.
Click to expand...

OK. Since you said that Apple will sell "much less", let's call the wager that they will at sell least 131M phones during those two quarters. That's more than 96% of the 2014-2015 total (74.5M + 61M).

What escrow service do you use?
 
You must log in or register to reply here.

TRENDING THREADS

Back
Top