It's called shorting the stock 3 weeks ago, flooding the business news sites with false narratives, drive the stock down to under $160, and miraculously it is now back at $175 in after hours trading.
I can't believe they sold 52 million iPhones when...let's be honest here...the iPhone 8 is literally an iPhone 7 with wireless charging and a faster SoC, and the iPhone X has pretty mixed customer satisfaction.
It's pretty obvious Apple timed this very well to nab the iPhone 6 users looking to upgrade from their 3 year old clunkers. I would imagine anybody upgrading from a 6S would be disappointed to lose their headphone jack at the expense of negligible performance increase, and iPhone 7 users upgrading to the 8 would likely have a hard time even noticing they upgraded at all.
The other astonishing thing is BatteryGate doesn't seem to have affected them at all, reputationally or financially.
The lawsuits will affect them, they just haven't started yet. It also affects older iphones, respectively 6, 6s and 7. Still Apple's image has resisted in the mind of the average consumer and it helps that Tim Cook is a liberal superhero. Plays the public discourse like a politician.
"You'll see! YOU'LL ALL SEE!!!" yelled id4andrei at his screen, bringing his fists down with a sharp bang on his desk. The vibrations caused the liquid in his computer's cooling system to gurgle for a moment, then all was silent save for the predictable gentle hum of its fans. He rolled back in his chair, stared down at the ground, and exhaled loudly.
Conservative estimates are around 10 billion. Right now as we speak there are tens of millions of people walking around with throttled iphones not knowing they bought an inherently flawed smartphone.
No, not at all true. Why do people make ridiculous statements like that? It’s a new phone. Literally, everything inside is new.
Batterygate is total BS. Apple had, on its site from the beginning, what they were doing in case of a weak battery. People are just too lazy to read. Now, they’re being more than generous in giving a battery exchange for $29, including labor.
Your post is absolutely ridiculous. This has nothing to do with a weak battery. This has everything to do with a power hungry SoC and possibly flawed power regulating chips from Dialog, which Apple kicked to the curb.
What's your explanation for users with throttled iphones and batteries OK'd by Apple's own diagnostics?
Apple’s SoC is more efficient than those from Qualcomm, and particularly Samsung. You can try to make things up, but it’s still false.
The problem, which android makers have too, is that old batteries can’t power a sudden high usage rate, and so the phone stumbles. Apple attempted to mitigate that by slowing the phone when those heavy usage calls were made, and that’s about it. Read about this, and you’ll understand.
What does it mean that a battery is ok? It means that it can take a charge and has some minimum amount of storage available. It doesn’t mean that an old one is adequate for for intensive gaming. All of the batteries in this problem area are older ones that have lost the ability to take a full charge.
It’s not all of the batteries in the older phones either, just some.
I read about it and the throttling is permanent. Geekbench found an iphone 7 permanently throttled to 80% of its much vaunted performance. This has nothing to do with efficiency or some feature that only Apple discovered. This was sweeping under the rug a design flaw where the built-in battery could not sustain the SoC's demands.
There were enough iphones affected for Apple to issue a limited recall. After the recall Apple issued the patch to save them from a total recall. It doesn't have to happen on all phones, just plenty for any given sample to warrant a recall. As we speak, there are millions and even tens of millions of people with iphones 6, 6s and 7 that are permanently kneecapped. Some of these phones are under warranty.
Where by "mixed customer satisfaction with iPhone X you mean off-the-chart numbers? 97% satisfied with the device, 85% highly satisfied?
Perhaps if you consulted actual reality rather than whatever echo chamber you live in, you might better understand why Apple continues to do well regardless of your assertions and predictions?
They did. They had hit $183.50. But analysts, including some I’ve never heard of, were saying that Apple’s sales had dropped so much, that the stock dropped to $163. Now, it’s mostly back.
One big reason was that Samsung stated that it’s flexable OLED screen sales were only up 3.5%. So, naturally, it was assumed that it was Apple’s iPhone X sales that were down. But it turns out that it’s Samsung’s own Galaxy S series whose sales are down.
" the iPhone only being 62% of their revenue for this quarter. It’s been well over 70-75% in the past"
In every article you write, there are one or two such false assumptions. The iPhone is heavy in Q4 and , in good cycles, in Q1 but if you look at it for the year, to exclude the well understood quarterly variations, the shift is in the other direction as Mac and iPad are not growing at all. . Checked 3 years just to provide clear proof but feel free to check every year. In calendar 2011 the iPhone was 46.7% of revenue, in 2014 the iPhone was 60.5% of revenue and in 2017 it was 62.1%. It will be more than that in 2018, mostly due to the ASP increase and again more in 2019 on likely units increases.
In practice it is a lot more than that percentage as the segment does not include accessories, software and services that are directly impacted by iphone sales.
Since Apple has for the very first time 3 new iphones maybe the analysts still have a leg to stand on. With each of the 8, 8+ and X about a third, with the X a little over a third, TC's statement is true. The X sold more than the 8 or 8+. However, since last year Apple had two iphones, nominally speaking, the 7 or 7+(whichever sold more) could have sold higher numbers than the X. Ofc since the X has a higher margin, for about the same number of total iphones, the ASP will be and is higher.
I never said they're wrong. It's just possible to sell less iphones X than the previous gen(7 or 7+ whichever sold more) YoY and still have better profits because the X has higher margin.
Clearly Anandtech has made a conscious decision not to review Apple products. This could be due to a lack of interest on the part of the staff, a lack of time due to a huge backlog of other products to review, or both things together.
I don’t see this as a problem, as I myself (and I guess most other Apple customers) don’t really care whether their iPhones review well on Anandtech, although the technical info Anandtech could provide would be interesting.
I see it as a major problem. These are the most popular individual phones out there, usually at the top of the lists everywhere they’re sold. The reason why Apple is number two rather than number on in sales is because the average selling price for an Android phone is $220, while for the iPhone, it’s $725.
Apple outsells Samsung in the high end, and high middle end by 4 to one. Given that, there’s no excuse not to review them, as they have in the past.
Don't you understand that the iphone is the review proof phone? No one reeds the reviews when they decide to get an iphone. Anandtech is also about other tech other than Apple. I'd even argue the audience of this site is less interested about Apple.
Also, I found the articles about the Exynos Galaxy S9 quite interesting. Given what “everyone” was saying leading up to the launch, I expected the Exynos version to perform much better than the Snapdragon version. It was pretty interesting to see some analysis about how Samsung screwed up their own processor design so badly.
Around the world, where price is an issue, Samsung uses their Exnos chips. Where performance is an issue, they use the Snapdragon. This has been pretty consistent over the years.
That is not true. Past Exynos chips have outperformed their Snapdragon variants. This is the first year when the Snapdragon is an overall better performer.
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27 Comments
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osxandwindows - Tuesday, May 1, 2018 - link
CAn't believe they haven't passed $180 yet.osxandwindows - Tuesday, May 1, 2018 - link
Than again, AAPL has always been under valued.mdriftmeyer - Tuesday, May 1, 2018 - link
It's called shorting the stock 3 weeks ago, flooding the business news sites with false narratives, drive the stock down to under $160, and miraculously it is now back at $175 in after hours trading.Samus - Wednesday, May 2, 2018 - link
I can't believe they sold 52 million iPhones when...let's be honest here...the iPhone 8 is literally an iPhone 7 with wireless charging and a faster SoC, and the iPhone X has pretty mixed customer satisfaction.It's pretty obvious Apple timed this very well to nab the iPhone 6 users looking to upgrade from their 3 year old clunkers. I would imagine anybody upgrading from a 6S would be disappointed to lose their headphone jack at the expense of negligible performance increase, and iPhone 7 users upgrading to the 8 would likely have a hard time even noticing they upgraded at all.
The other astonishing thing is BatteryGate doesn't seem to have affected them at all, reputationally or financially.
id4andrei - Wednesday, May 2, 2018 - link
The lawsuits will affect them, they just haven't started yet. It also affects older iphones, respectively 6, 6s and 7. Still Apple's image has resisted in the mind of the average consumer and it helps that Tim Cook is a liberal superhero. Plays the public discourse like a politician.The Garden Variety - Wednesday, May 2, 2018 - link
"You'll see! YOU'LL ALL SEE!!!" yelled id4andrei at his screen, bringing his fists down with a sharp bang on his desk. The vibrations caused the liquid in his computer's cooling system to gurgle for a moment, then all was silent save for the predictable gentle hum of its fans. He rolled back in his chair, stared down at the ground, and exhaled loudly.id4andrei - Wednesday, May 2, 2018 - link
Conservative estimates are around 10 billion. Right now as we speak there are tens of millions of people walking around with throttled iphones not knowing they bought an inherently flawed smartphone.melgross - Wednesday, May 2, 2018 - link
No, not at all true. Why do people make ridiculous statements like that? It’s a new phone. Literally, everything inside is new.Batterygate is total BS. Apple had, on its site from the beginning, what they were doing in case of a weak battery. People are just too lazy to read. Now, they’re being more than generous in giving a battery exchange for $29, including labor.
id4andrei - Wednesday, May 2, 2018 - link
Your post is absolutely ridiculous. This has nothing to do with a weak battery. This has everything to do with a power hungry SoC and possibly flawed power regulating chips from Dialog, which Apple kicked to the curb.What's your explanation for users with throttled iphones and batteries OK'd by Apple's own diagnostics?
melgross - Thursday, May 3, 2018 - link
Apple’s SoC is more efficient than those from Qualcomm, and particularly Samsung. You can try to make things up, but it’s still false.The problem, which android makers have too, is that old batteries can’t power a sudden high usage rate, and so the phone stumbles. Apple attempted to mitigate that by slowing the phone when those heavy usage calls were made, and that’s about it. Read about this, and you’ll understand.
What does it mean that a battery is ok? It means that it can take a charge and has some minimum amount of storage available. It doesn’t mean that an old one is adequate for for intensive gaming. All of the batteries in this problem area are older ones that have lost the ability to take a full charge.
It’s not all of the batteries in the older phones either, just some.
id4andrei - Thursday, May 3, 2018 - link
I read about it and the throttling is permanent. Geekbench found an iphone 7 permanently throttled to 80% of its much vaunted performance. This has nothing to do with efficiency or some feature that only Apple discovered. This was sweeping under the rug a design flaw where the built-in battery could not sustain the SoC's demands.There were enough iphones affected for Apple to issue a limited recall. After the recall Apple issued the patch to save them from a total recall. It doesn't have to happen on all phones, just plenty for any given sample to warrant a recall. As we speak, there are millions and even tens of millions of people with iphones 6, 6s and 7 that are permanently kneecapped. Some of these phones are under warranty.
name99 - Wednesday, May 2, 2018 - link
Where by "mixed customer satisfaction with iPhone X you mean off-the-chart numbers?97% satisfied with the device, 85% highly satisfied?
Perhaps if you consulted actual reality rather than whatever echo chamber you live in, you might better understand why Apple continues to do well regardless of your assertions and predictions?
Visual - Friday, May 4, 2018 - link
I can't believe they sold 52 million iPhones when... there are only 7-8 million people on earth?? fake accunts..?melgross - Wednesday, May 2, 2018 - link
They did. They had hit $183.50. But analysts, including some I’ve never heard of, were saying that Apple’s sales had dropped so much, that the stock dropped to $163. Now, it’s mostly back.One big reason was that Samsung stated that it’s flexable OLED screen sales were only up 3.5%. So, naturally, it was assumed that it was Apple’s iPhone X sales that were down. But it turns out that it’s Samsung’s own Galaxy S series whose sales are down.
jjj - Tuesday, May 1, 2018 - link
" the iPhone only being 62% of their revenue for this quarter. It’s been well over 70-75% in the past"In every article you write, there are one or two such false assumptions.
The iPhone is heavy in Q4 and , in good cycles, in Q1 but if you look at it for the year, to exclude the well understood quarterly variations, the shift is in the other direction as Mac and iPad are not growing at all. . Checked 3 years just to provide clear proof but feel free to check every year. In calendar 2011 the iPhone was 46.7% of revenue, in 2014 the iPhone was 60.5% of revenue and in 2017 it was 62.1%. It will be more than that in 2018, mostly due to the ASP increase and again more in 2019 on likely units increases.
In practice it is a lot more than that percentage as the segment does not include accessories, software and services that are directly impacted by iphone sales.
id4andrei - Wednesday, May 2, 2018 - link
Since Apple has for the very first time 3 new iphones maybe the analysts still have a leg to stand on. With each of the 8, 8+ and X about a third, with the X a little over a third, TC's statement is true. The X sold more than the 8 or 8+. However, since last year Apple had two iphones, nominally speaking, the 7 or 7+(whichever sold more) could have sold higher numbers than the X.Ofc since the X has a higher margin, for about the same number of total iphones, the ASP will be and is higher.
haukionkannel - Wednesday, May 2, 2018 - link
Buying customers Are newer wrong, so the iPhoneX was not too expensive!Waiting for the next price upgrade :)
id4andrei - Wednesday, May 2, 2018 - link
I never said they're wrong. It's just possible to sell less iphones X than the previous gen(7 or 7+ whichever sold more) YoY and still have better profits because the X has higher margin.melgross - Wednesday, May 2, 2018 - link
Just like to know why Apple’s phones haven’t been reviewed thi ea, l phone almost nobody I’ll ver buy, hv Ben, a ll as a lot of other junk.We were also promised a deep dive into Apple’s SoCs last year, but that never happened, nor has it happened this year.
Frankly I don’t care in the slightest about a way to hack the Galaxy 9 to get better performance out of that miserable phone.
id4andrei - Wednesday, May 2, 2018 - link
Thankfully Anandtech doesn't revolve exclusively around Apple or your whims.melgross - Thursday, May 3, 2018 - link
That’s an idiotic statement, but you know that, don’t you?ws3 - Thursday, May 3, 2018 - link
Clearly Anandtech has made a conscious decision not to review Apple products. This could be due to a lack of interest on the part of the staff, a lack of time due to a huge backlog of other products to review, or both things together.I don’t see this as a problem, as I myself (and I guess most other Apple customers) don’t really care whether their iPhones review well on Anandtech, although the technical info Anandtech could provide would be interesting.
melgross - Thursday, May 3, 2018 - link
I see it as a major problem. These are the most popular individual phones out there, usually at the top of the lists everywhere they’re sold. The reason why Apple is number two rather than number on in sales is because the average selling price for an Android phone is $220, while for the iPhone, it’s $725.Apple outsells Samsung in the high end, and high middle end by 4 to one. Given that, there’s no excuse not to review them, as they have in the past.
id4andrei - Thursday, May 3, 2018 - link
Don't you understand that the iphone is the review proof phone? No one reeds the reviews when they decide to get an iphone. Anandtech is also about other tech other than Apple. I'd even argue the audience of this site is less interested about Apple.ws3 - Thursday, May 3, 2018 - link
Also, I found the articles about the Exynos Galaxy S9 quite interesting. Given what “everyone” was saying leading up to the launch, I expected the Exynos version to perform much better than the Snapdragon version. It was pretty interesting to see some analysis about how Samsung screwed up their own processor design so badly.melgross - Thursday, May 3, 2018 - link
Around the world, where price is an issue, Samsung uses their Exnos chips. Where performance is an issue, they use the Snapdragon. This has been pretty consistent over the years.id4andrei - Thursday, May 3, 2018 - link
That is not true. Past Exynos chips have outperformed their Snapdragon variants. This is the first year when the Snapdragon is an overall better performer.