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Analysts Cut iPhone X Shipment Forecasts, Citing Lukewarm Demand (bloomberg.com)

According to Bloomberg, analysts have lowered iPhone X shipment projections for the first quarter of next year, citing signs of lackluster demand at the end of the holiday shopping season. From the report: Sinolink Securities Co. analyst Zhang Bin said in a report Monday that handset shipments in the period may be as low as 35 million, or 10 million less than he previously estimated. "After the first wave of demand has been fulfilled, the market now worries that the high price of the iPhone X may weaken demand in the first quarter," Zhang wrote. 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. "Bad news here is that highly publicized and promoted X did not boost the global demand for iPhone X," according to the note. Apple is said to have trimmed its first-quarter sales forecast to 30 million units from 50 million, Taiwanese newspaper Economic Daily News reported, citing unidentified supply chain officials. It also said Hon Hai Precision Industry Co.'s main iPhone X manufacturing hub in Zhengzhou, China, stopped recruiting workers. The company also known as Foxconn is the sole iPhone X assembler, and also makes the handsets in Shenzhen and Chengdu.

87 of 168 comments (clear)

  1. We said we didn't want pervy phones by WillAffleckUW · · Score: 2

    Buy your own spy equipment with FaceID and TouchID and always-on always-locating tech with your own money, not with ours.

    Besides, why would I want a bigger phone with a camera?

    Wake me when you issue the iPhone 9 SE, the iPhone 8 version intended for India and China, with a smaller form and none of the FaceID stuff I don't want.

    And forget about that Watch stuff, if I want to wear jewelry, I'll buy it myself.

    --
    -- Tigger warning: This post may contain tiggers! --
    1. Re:We said we didn't want pervy phones by TheFakeTimCook · · Score: 2

      Buy your own spy equipment with FaceID and TouchID and always-on always-locating tech with your own money, not with ours.

      Besides, why would I want a bigger phone with a camera?

      Wake me when you issue the iPhone 9 SE, the iPhone 8 version intended for India and China, with a smaller form and none of the FaceID stuff I don't want.

      And forget about that Watch stuff, if I want to wear jewelry, I'll buy it myself.

      And of course your opinion should be everyone's. Got it!

  2. Unpossible! by Lisandro · · Score: 3, Insightful

    I was told Face ID would change everything!

    1. Re:Unpossible! by dmr001 · · Score: 1

      Face ID seems to work fine in normal daylight in my experience, though bright sunlight is trickier. On the other hand, Touch ID worked for me maybe half the time - no good in the rain, or with sweaty fingers, or gloves on. (When I'm not running in the rain in the not very bright Pacific Northwest, I'm taking pictures of people's moles in a secure app to stick in their medical charts while wearing globes, so I suppose this thing fit my use cases well.) Not having to type my password for Face ID-enabled secure apps 20 times a day has been (effin') worth it.

    2. Re: Unpossible! by Hal_Porter · · Score: 2
      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    3. Re:Unpossible! by omfglearntoplay · · Score: 1

      I'm disliking face ID... it's too slow 19 out of 20 times. WAAAAY slower than Touch ID overall. And it doesn't work about 10 or 15% of the time. I've tried resetting all the data once, turned off the "look at it" feature, but no luck getting consistent results. It really irks me.

      With touch ID, you can easily learn to put your thumb in the same place each time. But with Face ID unlike touch ID, you need to have the phone and your face almost in the "perfect position" every time you want to unlock it... and that means picking up the phone to an uncomfortable height, raising your chin a certain amount, etc. This is enough for me to not ever buy a phone with Face ID again, unless they miraculously get it perfected for me and my face in the next few months.

  3. You can help by 110010001000 · · Score: 5, Funny

    You can help this situation by stopping by your local Apple store and purchasing multiple Iphone Xs. Only you can help Apple make its forecast. They are only $1000+ each. Have a heart this Christmas and help them out. Think of the Apple employees and their families.

    1. Re:You can help by misnohmer · · Score: 1

      I hear they are working on an achievement for buying Apple products. A sparkly gold star for buying 5 iPhoneX in one year!
      Next up, iPhoneX 200K HD display (ok techincally only 194.88K, but marketing likes rounding up)- line up 144 iPhoneX's in a 16x9 rectangle and use it as your big screen TV of unheard of resolution - 38976x10368. 4K HD TV's are left in the dust! ;-)

  4. What? by joh · · Score: 4, Insightful

    Demand after the last quarter in the year with the iPhone X being new and around Xmas will drop the first quarter of the new year? Unheard of!

    1. Re:What? by Anonymous Coward · · Score: 1

      Hey genius, point is that the Apple originally expected 50M sale during the first quarter next year, but they had to lower it to 30M.

    2. Re:What? by aaarrrgggh · · Score: 2

      Which, if you go back in a time machine each of the last 3 years (at least) the same news keeps getting pushed out that Apple slashed orders of their flagship phone for CQ1, but when CQ1&2 financials come out, sales end up being roughly where expected.

      While clearly a limited microcosm, everything I see suggests pretty robust sales and consumer interest. I wouldn't expect the X to account for more than 15-20% of sales, but that is still a huge jump in ASP.

    3. Re:What? by Anonymous Coward · · Score: 1

      No the unheard of part is large downgrade in forecast from both apple and analysts so early in a products life. learn to read retard.

      No, both large downgrade in forecast from analysts and claims of downgrades from Apple are what we see every fucking year.

    4. Re:What? by TheFakeTimCook · · Score: 1

      No the unheard of part is large downgrade in forecast from both apple and analysts so early in a products life. learn to read retard.

      No, both large downgrade in forecast from analysts and claims of downgrades from Apple are what we see every fucking year.

      Exactly.

    5. Re:What? by tw2k · · Score: 2, Insightful

      No, that's not the point. Can you cite Apple predicting 50M sales anywhere? The article basically says some analyst guessed some figures at one point and has now changed their mind. You won't find out how good Apple's predictions were until you see if they met their forecast next quarter. They tend to be much better at forecasting than the analysts...

  5. A $1000 phone? by jawtheshark · · Score: 1

    A $1000 phone? What exactly did they expect? There are only so many fanbois. If you want an iPhone that does the job, you get an iPhone SE. I still find that a bit pricey, but on the Android side you won’t find anything decent below that price point anyway and I like to get upgrades from the manufacturer for longer than six months. Something that is not a given with most Android phones. (The Google handsets are not available in my country)

    --
    Ahhh...the great dumpster continuum. Many a free computer will be found there. -- sowth (748135)
    1. Re:A $1000 phone? by TheFakeTimCook · · Score: 1, Insightful

      A $1000 phone? What exactly did they expect? There are only so many fanbois. If you want an iPhone that does the job, you get an iPhone SE. I still find that a bit pricey, but on the Android side you won’t find anything decent below that price point anyway and I like to get upgrades from the manufacturer for longer than six months. Something that is not a given with most Android phones. (The Google handsets are not available in my country)

      The GN 8 is a "whopping" $50 less than an iPhone X. Yet no one seems to complain about THEIR price.

      Why?

    2. Re:A $1000 phone? by MerlTurkin · · Score: 1

      "I don't understand why $700 phones ever became a thing." Because some people are fucking stupid. That's why.

    3. Re:A $1000 phone? by jawtheshark · · Score: 1

      No idea. Sure as hell won’t be getting that one either.

      --
      Ahhh...the great dumpster continuum. Many a free computer will be found there. -- sowth (748135)
  6. Re:Global warming my butt by Lisandro · · Score: 3, Insightful

    Wow, you really understand how climate works.

  7. iPhone X or iPhone 8 or iPhone 7 or ... by phayes · · Score: 1, Insightful

    The habitual Apple doomsayers are claiming with zero proof that iPhone X sales are below expectation. Even if that iPhone sales are down, nobody but Apple knows how it is spread over their (currently uncharacteristically large) number of iPhone models. Apple currently sells the X, the 8+ the 8, the 7+, the 7, the 6+, the 6 and the SE. So who's to say which model production is below expectations?

    http://bgr.com/2017/12/26/ipho...

    --
    Democracy is a sheep and two wolves deciding what to have for lunch. Freedom is a well armed sheep contesting the issue
    1. Re:iPhone X or iPhone 8 or iPhone 7 or ... by Tablizer · · Score: 5, Funny

      doomsayers are claiming with zero proof that iPhone X sales are below expectation

      The ghost of Steve Jobs says they are holding their calculators wrong.

    2. Re:iPhone X or iPhone 8 or iPhone 7 or ... by JoeyRox · · Score: 2, Insightful

      Zero proof? The reduced estimates are based on lower orders to Apple's suppliers. Without their parts Apple can't build phones so it's a reasonable way to gauge future demand.

    3. Re:iPhone X or iPhone 8 or iPhone 7 or ... by gravewax · · Score: 1

      So to combat dodgy news you link to a site that does nothing but shill for apple? This is also hardly doomsayers coming out with these predictions they are from news stories in Taiwan around the downturn in the suppliers business due to the apple reductions which are supposedly from insider (unidentified) sources.

    4. Re:iPhone X or iPhone 8 or iPhone 7 or ... by Ol+Olsoc · · Score: 1

      The habitual Apple doomsayers are claiming with zero proof that iPhone X sales are below expectation. Even if that iPhone sales are down, nobody but Apple knows how it is spread over their (currently uncharacteristically large) number of iPhone models. Apple currently sells the X, the 8+ the 8, the 7+, the 7, the 6+, the 6 and the SE. So who's to say which model production is below expectations?

      http://bgr.com/2017/12/26/ipho...

      I think the problem if it exists, is that it just came out too soon.

      --
      The shepherds did so well protecting the flock that the sheep no longer believed that wolves existed.
    5. Re:iPhone X or iPhone 8 or iPhone 7 or ... by phayes · · Score: 2, Insightful

      Woosh. Absent any detail on _which_ suppliers and _which_ parts are seeing lower orders (which is NOT public knowledge it is not possible to determine which iPhone model is impacted.

      --
      Democracy is a sheep and two wolves deciding what to have for lunch. Freedom is a well armed sheep contesting the issue
    6. Re:iPhone X or iPhone 8 or iPhone 7 or ... by JoeyRox · · Score: 1

      That's why they're called anonymous sources - they're not going to reveal who they are or which parts they supply to Apple because doing so would involve reprisals from Apple.

    7. Re:iPhone X or iPhone 8 or iPhone 7 or ... by phayes · · Score: 1

      Anonymous sources say that you have been seen sexually abusing small children.

      There is a reason why anonymous sources are not used when one wants to have any semblance of reliability - something that continues to fly way over your head

      --
      Democracy is a sheep and two wolves deciding what to have for lunch. Freedom is a well armed sheep contesting the issue
    8. Re:iPhone X or iPhone 8 or iPhone 7 or ... by JoeyRox · · Score: 1

      All major journalistic outlets use anonymous sources, including the NYT, WaPo, WSJ, and Bloomberg. They have a semblance of reliability.

    9. Re:iPhone X or iPhone 8 or iPhone 7 or ... by phayes · · Score: 1

      Anonymous sources say that you enjoy torturing puppies & kittens.

      No major "journalistic outfit" [sic] uses anonymous sources without any proven reliability to determine the relative sales of iPhones nor cal thay as I already pointed out.

      --
      Democracy is a sheep and two wolves deciding what to have for lunch. Freedom is a well armed sheep contesting the issue
    10. Re:iPhone X or iPhone 8 or iPhone 7 or ... by JoeyRox · · Score: 1

      If want me to continue engaging you in conversation then you're going to need to be right about something at least once, otherwise I have nothing to learn from you and I'm just wasting my time.

    11. Re:iPhone X or iPhone 8 or iPhone 7 or ... by phayes · · Score: 1

      If you're going to continue posting impossible deductions from insufficient data, I'm going to continue replying telling you that you that you are wrong.

      When reading "Anonymous sources say that someone living on JoeyRox's street has been condemned as a sex offender", one cannot deduce that JoeyRox is the pervert. You, JoeyRox, may well be a perv but that is not the point, nor is it that it came from an anonymous source, it is that here is insufficient data to identify which individual is the perv that was condemned.

      A source saying that an Apple supplier has reduced production != Apple has reduced production on the iPhone X.

      --
      Democracy is a sheep and two wolves deciding what to have for lunch. Freedom is a well armed sheep contesting the issue
    12. Re:iPhone X or iPhone 8 or iPhone 7 or ... by JoeyRox · · Score: 1

      The suppliers in question manufacture parts specific to the iPhone X and the report also references hiring patterns at the factory which specifically manufactures the iPhone X. That was your last chance to be useful. Goodbye - all your future replies will be ignored and unread.

    13. Re:iPhone X or iPhone 8 or iPhone 7 or ... by phayes · · Score: 1

      Source for the affirmation that the suppliers that furnish specifically for the iPhone X?

      I don't give a shit whether you answer or not, joey boy. Your posts have been consistently absent of all useful information whereas I at least have been giving my references. I'm merely not letting your idiotic statements stand unchallenged.

      The following URL gives the best analysis that I have seen so far by comparing multiple sources as well as better knowledge of the industry:
      https://www.thestreet.com/stor...

      In particular:

      Sinolink Securities and JL Warren Capital each cut their March quarter iPhone X shipment forecasts, though it's worth noting Sinolink's new estimate (35 million) is much higher than JL Warren's (25 million). Meanwhile, B. Riley FBR, Rosenblatt Securities and Loup Ventures' Gene Munster defended Apple.

      Rosenblatt speculated that the Economic Daily News might be confusing iPhone 8 order cuts with iPhone X cuts, and said their supply chain checks pointed to healthy demand and no OLED panel or 3D sensor order cuts. On the other hand, JL Warren reported that some Apple suppliers have seen reduced orders.

      What to make of all this? First of all, it's unlikely that Apple ever expected to sell 50 million iPhone X units in the March quarter, especially considering the consensus analyst estimate for the quarter's total iPhone sales is only at 62 million. As Munster notes, Apple has a history of initially placing outsized orders with iPhone suppliers to make sure it can meet demand, and later paring them back. It could be that the Economic Daily News was provided info from a supplier that had seen this phenomenon play out.

      So, again: The habitual Apple doomsayers are claiming with zero proof that iPhone X sales are below expectation.

      --
      Democracy is a sheep and two wolves deciding what to have for lunch. Freedom is a well armed sheep contesting the issue
  8. Gluttony is a sin by Hal_Porter · · Score: 3, Insightful

    And it could be argued that spending $1000 on a phone when you can get a perfectly serviceable one for a third of that is a form of gluttony.

    --
    echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    1. Re:Gluttony is a sin by Xenx · · Score: 4, Informative

      Early adopters have historically supported development of technology so that the product can eventually become affordable. This process is no better or worse because it's a phone. You either like or dislike the new product. You either find the advancement worth the cost or you don't. There is absolutely no reason to call into question their moral standing because they don't agree with you.

    2. Re:Gluttony is a sin by Xenx · · Score: 2, Insightful

      First, it isn't my place to tell people what and how much to eat. Nor is it my place to attribute poor morals to their choice. Based on your attitude, I think you're a pretentious asshole.

      As for the phone, you act like flagship Android devices aren't also expensive. I am a long term Android user, and find the prices on either side have gotten out of hand. That being said, the hardware performance of the iPhone X is superior to its competition. I'm not one to put much weight on synthetic benchmarks, so feel free to ignore that point. In my own personal, not heavy use, the iPhone X is faster and has a 50%-100% improved battery life compared to the Galaxy S8+. If I was a heavier user, I'm sure that gap would shrink. In my personal opinion, I find the hardware performance to be worth the cost difference. I don't claim that people should pay $1000 for the phone, just that it isn't a total ripoff if they do. The phone isn't without issues, but my issues with the iPhone solely stem from OS design decisions and not hardware.

    3. Re:Gluttony is a sin by Misagon · · Score: 3, Interesting

      That's not what "early adopter" means. Early adoption is when you buy a new kind of product that is not mainstream.

      The iPhone line is now ten years old. Buying the first iPhone back in 2007/2008 would have been being an early adopter. Buying the iPhone X is jumping on the bandwagon.

      --
      "We mustn't be caught by surprise by our own advancing technology" -- Aldous Huxley
    4. Re:Gluttony is a sin by future+assassin · · Score: 1

      You can get a perfectly usable Samsung J1 for $100.

      --
      by TheSpoom (715771) Uncaring Linux user here. I have nothing to add to this but please continue. *munches popcorn*
    5. Re:Gluttony is a sin by Xenx · · Score: 4, Insightful

      If you want to argue over semantics, that is fine. Enjoy being pedantic. Flagship phones, regardless of manufacturer, subsidize part costs. Often, the features and specs of todays flagship become tomorrow mid-range. So, if you want to call it something else.. that's fine. It's still the same damn principle.

    6. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      Yeah, I like mine.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    7. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      I've got a LG V20. It works fine. It's got all the features my old Galaxy S5 had minus IP67. Unlike a OnePlus 5T it has a removable battery.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    8. Re:Gluttony is a sin by TheFakeTimCook · · Score: 1

      No one has pointed out that's for a "Factory Uncloked" LG phone yet? (Really, read the link.) LG phones are notoriously terrible. As are Samsung. If you want a good budget Android, reviews have been good for the OnePlus 5T. Costs less than half a new iPhone, but all the features you'd expect from a high-end Android phone.

      Also worth mentioning that anyone buying a new iPhone is an idiots. Apple hasn't meaningfully updated them in years, which is why they had to resort to underclocking "old" iPhones to convince people to buy new ones.

      Horseshit.

      The iPhone X blows away the GN8 in every single benchmark. Doesn't just do better, but literally leaves it in the dust!

      But I suppose Apple is secretly slowing down Samsung's phones, too, right?

      Moron.

    9. Re:Gluttony is a sin by DigiShaman · · Score: 1

      First OLED HDR display and FaceID are new from Apple. So yes, iPhone X owners are "early adopters", otherwise it would have been rolled out across the entire iPhone 8 lineup.

      FaceID was a fail at presentation, it's failure now. It remains to see how prideful Apple is as a company before they just nix the idea. TouchID is proven to work well, fast, and secure.

      --
      Life is not for the lazy.
    10. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      Well it got the 6 November 2017 security patch, and it's due for Android 8.0

      https://theleaker.com/android-...

      Lineage works on it

      https://www.droidmen.com/insta...

      So I think I'll be fine. I'm actually happy with the Android 7.0 it came with.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    11. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      Samsung phones have had OLED for ages.

      All Apple did was buy their displays from Samsung. And, like you say, FaceID is a bad replacement for fingerprint sensors which Apple did actually pioneer.

      You could make a case that Apple are helping Samsung drive up volumes for their large OLED displays. Thing is Samsung had OLED displays good enough for me even back in the S2 days - adding more inches and pixels doesn't really affect the quality, but it does drive up power consumption and drive down battery life which to is not a good tradeoff.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    12. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      As the Bible points out about sacrificing your children to false Gods is a sin and should be punish with extreme asskicking, for example in the 'pro choice' religion of the Canaanites -

      https://en.wikipedia.org/wiki/...

      The following references are made in the Hebrew Bible. In Jeremiah 7:31-34 Yahweh states his contempt for child sacrifices.

      They have built the high places of Topheth, which is in the valley of the son of Hinnom, to burn their sons and their daughters in the fire; which I didn't command, nor did it come into my mind. Therefore, behold, the days come, says Yahweh, that it shall no more be called Topheth, nor The valley of the son of Hinnom, but The valley of Slaughter: for they shall bury in Topheth, until there be no place [to bury]. The dead bodies of this people shall be food for the birds of the sky, and for the animals of the earth; and none shall frighten them away. Then will I cause to cease from the cities of Judah, and from the streets of Jerusalem, the voice of mirth and the voice of gladness, the voice of the bridegroom and the voice of the bride; for the land shall become a waste.

      The practice of burning children in Topheth was ended by Josiah, King of Judah, who âoedefiled Tophethâ as part of his great religious reforms (2Kings 23:10). Topheth is mentioned elsewhere in the Old Testament: Jeremiah 7:31-32 Jeremiah 19:6, Jeremiah 19:11-14, and Isaiah 30:33.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    13. Re:Gluttony is a sin by Xenx · · Score: 1

      The term early adopter is valid in this case. It only applies to early customers of a product. The process in how early adopters support new development by purchasing early, also applies in this case. The price of the previous gen iPhone goes down when the new gen comes out. The tech used in the new gen is tested and either carried forward into the next, at a reduced cost. My word choice and argument wasn't flawed. I just didn't want to argue over semantics.

    14. Re:Gluttony is a sin by Xenx · · Score: 1

      For apple? The face ID, the OLED screen, the new SoC. The SoC is exclusive to Apple. However, the SoC's for android go through similar update cycles. New SoC comes out, it goes in the flagship. Then, paired back SoCs are created based off it for midrange.. or the last gen's flagship SoC is used in midrange.

    15. Re:Gluttony is a sin by Xenx · · Score: 1

      Early adopter doesn't mean the tech itself has to be first of it's kind. It can, and does, apply even to new configurations of existing technology in hopes of it being an overall improvement.People that are first to buy iterative updates to existing tech are still early adopters. The same process plays out over many fields. Just because you don't want to believe it applies, doesn't make it any less accurate.

    16. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      Apple have just admitted that lithium ion batteries are 'consumables'.

      https://support.apple.com/en-u...

      All rechargeable batteries are consumables and have a limited lifespan-eventually their capacity and performance decline so that they need to be serviced or recycled.

      Since the battery is non user replaceable that means the iPhones are consumable too. I.e. they count as food and hence spending too much on them is 'gluttony'.

      QED

      Actually I did some reading and it turns out that 'gluttony' has traditionally meant not just excessive eating but rather to immoderation in all forms of consumption. For example

      https://www.catholicgentleman....

      Thus far, most of the seven deadly sins I have spoken of have seemed to be the more obviously deadly ones - but this sin, gluttony, is not one that is given much notice these days. And yet it is, along with lust, one of the most pervasive of sins in Western culture.

      Gluttony is never being quite content with what we have, always wanting more (not in the sense of greed, on which I shall speak later), filling not only our stomachs but our entire lives with excess and still wanting more. It bloats and distracts the soul, causing us to form idols out of things we think we "need", and helps us avoid reality by filling our lives with distractions (think shopping or eating as a "cure" for sadness). What we actually need has been replaced by want we think we need, what we think we want. But our hearts can only be restless until they rest in God. (cf. Confessions of St. Augustine)

      Nevertheless, we see a kind of insatiable hunger to fill the void that only God can fill with anything and everything else. Even the way we eat in the West is often bordering on the ridiculous - we cram our bellies with as much food as we can, in as short a time as we can, and yet give our bodies no time to even digest what they have been given. We pile our closets full of clothes we never wear, and all manner of other things of this kind. "To want simply what is enough nowadays suggests to people primitiveness and squalor."1 (Seneca)

      The cure for the sin of gluttony is moderation - we eat to live, not live to eat, and this maxim can be extended to all other material things in life. "Food is to be taken in so far as it supports our life, but not to the extent of enslaving us to the impulses of desire."2 (St. John Cassian) A good example is in drinking - I enjoy a good ale just as much as anyone else, but there is an obvious difference between enjoying a drink, and getting drunk.

      I'm sure if St Augustine were alive today he'd have bought the cheapest cell phone that met his needs, if he had one at all. If he did I'm sure he'd insist on a user replaceable battery so he could keep it running for as many years as possible. Frankly I think he'd agree with me that the LG V20 is a better buy than an iPhone. If I told him that iPhone users were prone to sodomy, pride, lust, gluttony and saying 'Happy Holidays' instead of 'Merry Christmas' he'd agree that they need to to be sent somewhere they can be cured of those bad habits by enforced moderation in order to preserve their immortal souls.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    17. Re:Gluttony is a sin by Paradise+Pete · · Score: 1

      All Apple did was buy their displays from Samsung.

      Samsung manufactures them, but it's 100% an Apple design. They are not off the shelf screens, but Samsung is very capable manufacturer.

    18. Re:Gluttony is a sin by Hal_Porter · · Score: 1

      Only Samsung and LG make OLEDs of that quality. And I think only Samsung does phone sized ones - they've been using OLED since the first Samsung Galaxy S phone which was released in 2010.

      https://en.wikipedia.org/wiki/...

      The first phones with non awful AMOLEDs were the Nokia N9 and Samsung Galaxy S. And I bet Nokia got their display from Samsung because the specs are so similar.

      So Apple might have specced it, but probably only Samsung could make it.

      --
      echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
    19. Re:Gluttony is a sin by Paradise+Pete · · Score: 1

      So Apple might have specced it, but probably only Samsung could make it.

      Apple did more than merely spec it, they designed it. Samsung is only doing the manufacturing. It's not an off-the-shelf screen, nor is it the same as Samsung's own offerings. You're right though, only Samsung is currently capable of building them. Samsung is a superb manufacturer, but that's rather different from "they just buy them from Samsung."
      Samsung also manufactures the Apple-designed CPU, but they had no input at all in the design. No one would say that's a Samsung CPU.

  9. Re: Analysts are Surprised? by rogoshen1 · · Score: 1

    didn't you get the memo? bwm's are okay now, it's the audi owners you need to be mindful of.

  10. I can affirm that... by Rick+Zeman · · Score: 1

    ...my next iPhone will be an 8 or 8s (depending on how long current one holds out), not a X. Uh uh, no way. Too much money, not enough differentiation between the two (facial recognition and animated poo are NOT selling points to me).

    1. Re:I can affirm that... by aaarrrgggh · · Score: 1

      While the animated poo is what gets me out of bed in the morning, the screen and physical size are clear differentiation compared to the plus. Yeah, I feel stupid having paid that much for a phone... but the incremental cost to me offered value. Oh, and the company paid...

  11. They're cutting WHAT? by dohzer · · Score: 1

    Are they really cutting the forecast rather than simply cutting the price?!

    1. Re:They're cutting WHAT? by Guspaz · · Score: 1

      Analysts with no connection to Apple do not have control over Apple's pricing policies.

    2. Re:They're cutting WHAT? by dohzer · · Score: 1

      But hopefully Apple have ears.

    3. Re:They're cutting WHAT? by Carewolf · · Score: 2

      Cutting the cost would be admit defeat, or to have made a mistake. Apple does not admit defeat!! NEVER!

  12. Re:Global warming my butt by r1348 · · Score: 2

    Insecurity is.

  13. Well, maybe someone shorted Apple stock? by lostFin · · Score: 1

    Only Apple knows for sure what they have sold so far in iPhones and how itâ(TM)s distributed among X, 8, 8 Plus, 7, 7 Plus, SE, 6s, and 6 Plus for this quarter. (Apple improves its product production ramp/forecast so they donâ(TM)t run out on products due to high demand every year.) I have been using an iPhone X for 19 days. It works great for me. I upgraded from a 6s. (Which never had any battery or crashing problems) Mainly for: better cameras, OLED screen, the A11, the relatively large screen size in relation to actual phone size (the 8 plus is too big for me), faceID I live in Silicon Valley and have seen a fair number of iPhone Xâ(TM)s in the wild.

  14. It's simply too expensive. by Guspaz · · Score: 1

    People call it a $1000 phone. Not in Canada it isn't. If I want a phone that has at least as much storage space as my old iPhone 6, and has the two year warranty, Apple wants $2,044.26 CAD after tax for it.

    If the iPhone X cost just $1000, you know what? I'd probably buy it. I'd get a two-year contract with my carrier and probably pay $500 out of pocket.

    1. Re:It's simply too expensive. by JaredOfEuropa · · Score: 1

      It’s even more expensive in Linden dollars.

      --
      If construction was anything like programming, an incorrectly fitted lock would bring down the entire building...
  15. Possible price cut coming? by MtViewGuy · · Score: 1

    I wouldn't be surprised that Apple will soon announce price cuts on the iPhone X. A US price of US$899 for the 64 GB model and $1,049 for the 256 GB model could happen as early as January 2018, and anyone who bought an iPhone X after December 1, 2017 couple possibly (though probably not likely) even get monetary compensation (either $100 rebate, $100 Apple Store gift certificate, or $100 iTunes card).

    1. Re:Possible price cut coming? by TheFakeTimCook · · Score: 1

      I wouldn't be surprised that Apple will soon announce price cuts on the iPhone X. A US price of US$899 for the 64 GB model and $1,049 for the 256 GB model could happen as early as January 2018, and anyone who bought an iPhone X after December 1, 2017 couple possibly (though probably not likely) even get monetary compensation (either $100 rebate, $100 Apple Store gift certificate, or $100 iTunes card).

      Why?

      The GN8, which is dog-slow compared with the iPhone X, is on $50 less expensive. Why should the iPhone X be discounted?

      Oh, I know: Because you think so...

  16. Re:Global warming my butt by arkane1234 · · Score: 1

    You'll notice the term was changed to 'climate change' due to the non-simplistic consequences.
    Study. By the way, this has nothing to do with iphones.

    --
    -- This space for lease, low setup fee, inquire within!
  17. as an iphone user I can tell you why by arkane1234 · · Score: 1

    As an iphone user who has used android many times and found it didn't fit my needs or lifestyle, I can tell you exactly why this happened.
    For the same reason I don't have an iPhone X... PRICE. (as everyone goes, duh, but wait...)
    It's not about the price being high, it's about the price being imbalanced. Sure, I don't agree with it being a grand, but if it is going to be a grand then they shouldn't have a damned iMac 21 inch for only $99 more...

    --
    -- This space for lease, low setup fee, inquire within!
    1. Re:as an iphone user I can tell you why by TheFakeTimCook · · Score: 1

      As an iphone user who has used android many times and found it didn't fit my needs or lifestyle, I can tell you exactly why this happened.
      For the same reason I don't have an iPhone X... PRICE. (as everyone goes, duh, but wait...)
      It's not about the price being high, it's about the price being imbalanced. Sure, I don't agree with it being a grand, but if it is going to be a grand then they shouldn't have a damned iMac 21 inch for only $99 more...

      So, then, why should the Galaxy Note 8, which is MUCH slower than the iPhone X, be only $50 cheaper?

      And you can't put an iMac in your pocket. Miniaturization is expensive.

  18. Re: Analysts are Surprised? by Anonymous Coward · · Score: 2, Funny

    Saab is the Amiga of automobiles

  19. Re: Analysts are Surprised? by MoleStrangler · · Score: 1

    The MacPro is a perfect example of this. Iâ(TM)ve been saying for years that Cook has been overseeing an shift from technical innovation to a logistical innovation and dramatic product margins increase.

    Well not really a logistical innovation, common sense really if you look at the cost of shipping the trash can MacPro compared with the previous tower MacPro. Not to mention the reduction in COGs (cost of the materials to make a MacPro).

    But you cannot really blame him, heâ(TM)s a logistics guy, heâ(TM)s doing what he knows. And investors have loved him for it.

    My iPhone 6 still works just fine thank you, though I will need a new battery soon (my second replacement). My life would not enhanced by any of the new hardware dependent feature that requires a new phone.

  20. Has the world finally reached Peak Apple? by rnturn · · Score: 1

    With little to no growth or mainly declining market share from hereon?

    --
    CUR ALLOC 20195.....5804M
    1. Re:Has the world finally reached Peak Apple? by TheFakeTimCook · · Score: 1

      With little to no growth or mainly declining market share from hereon?

      Yeah, that's Apple: Proudly going out of business for over FORTY years!

  21. Re:Global warming my butt by rnturn · · Score: 2

    Surely this can't be the first time you've experienced lake effect snow. Also, try googling "weather" and "seasons".

    --
    CUR ALLOC 20195.....5804M
  22. Re:Singing poop emojis not worth 1K by jellomizer · · Score: 3, Insightful

    The iPhone X is a really good phone. However they sold it a nearly the same time as the iPhone 8. While the X had a big initial push for all those who wanted the premium phone. After the initial rush and Christmas season is over. We get the people who wants to upgrade their old phones the version 6 and under. And may figure they want the with the 8 or even go with the cheaper 7.
    What should had been the iPhone 8 should had been sold next year this year should had been the 7s. So this is an off year.
    All in all it wasn’t anything an engineer like Woz is qualified to handle. The phone itself is fine on par with the premium phones of its time. This decline in sales is due to over expectations in the current market where you have other premium phones on the market. While the X is good it isn’t light years ahead.

    --
    If something is so important that you feel the need to post it on the internet... It probably isn't that important.
  23. Re: Global warming my butt by Megol · · Score: 2

    Shouldn't reply but...

    AGW means a more unstable climate hence the "climate change". Global warming means that that temperatures are globally increasing _but_ it doesn't mean that local temperatures can't decrease. Look for instance on the Scandinavian climate - the temperatures there will decrease drastically if the Gulf stream wasn't there pumping heat. The temperatures of Russia wouldn't be similarly affected by a decrease/reversal of the stream due to continental effects, the same applies to mainland Europe.

    Unstable climate can lead to rapid changes in weather patterns and that also means uncommon events causing local cooling will be more common, the same applies to local heating. But that is still uncommon exceptions to the main pattern - that of a global temperature increase.

    People talking about short-term local temperatures as related directly to AGW don't know what they are talking about. Yes that includes you. The summer isn't warmer because of AGW but because it was warmer caused by extremely complex systems causing what we call weather. But see the previous chunk of text ^.

    If you'd actually read up on the research you'd know that ice cores doesn't tell this as anything normal. The change is very rapid compared to normal climate change. But it's easier being an anonymous idiot.

  24. Re: Analysts are Surprised? by TheFakeTimCook · · Score: 2

    Also the iPhones are going to have significantly more profit per volume and weight in shipping than the BMW. You could probably fit over 1000 iPhones in the volume of space it would take to ship a single car overseas and the shipment would probably still weigh less. Assuming apple taking $500 in profit per device and you potentially have $500,000 profit in the same place of a car that maybe brings in midish double digits thousands in profit.

    The iPhone X and Galaxy Note 8 are $50 difference in price. Yet no one on Slashdot excoriates Samsung for the profit margin on their phones.

    Why?

  25. Re:oh my by TheFakeTimCook · · Score: 3, Insightful

    So I guess the need for a $1000 phone is not as high as apple expected. Guess the disciples of Job's are growing up a bit? Or maybe their mommy's and daddy's are not willing to support their habit any longer.

    Funny, Samsung must've made the exact-same calculation for the GN8. It is only $50 less than the iPhone X (which, at around $1k, is insignificant), and Samsung doesn't have to buy its display (probably the most expensive single component), and its Flash (another pricey component) from anyone else, like Apple does.

  26. $1,000 for a phone... by MerlTurkin · · Score: 1

    ROTFLMFAO!

  27. Re:Why does anyone need by Tough+Love · · Score: 1

    a $1000.00 phone?

    Particularly a me-too one with no differentiating features. And no headphone jack, maybe that comes with the $2000 model.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
  28. Re:Global warming my butt by thegarbz · · Score: 2

    There's a far more alarming trend than global warming but it's actually correlated to simply talking about global warming. What will kill us is not temperature rise but rather the sharp increase in ignorance per comment.

  29. Re: Analysts are Surprised? by tsqr · · Score: 1

    "finance for 1% or lower. Invest the cash in something and earn 9%" In which parallel universe?

    The last new car I bought was financed at 0.9%. My 401(k) has averaged over 20% annual returns for over 5 years, and the year just ending is over 30%. Who''s living in the parallel universe?

  30. It's not worth $1,000 by cmaurand · · Score: 1

    Neither is the Samsung worth that kind of money, either. Supply and demand. soft demand + high inventory = lower prices

  31. Re: Analysts are Surprised? by david_thornley · · Score: 1

    I don't know. I use 6% as my typical investment growth. It's a little conservative, but it works.

    Therefore, I'd lose money if I paid off my 0% loan early, unless the investments in question lose value (which isn't impossible, of course).

    --
    "When you have eliminated the unacceptable, whatever is left, however improbable, must be the truthiness" - Holmes
  32. Re: Analysts are Surprised? by CrashNBrn · · Score: 1

    Have you seen all the extras you get with the various Samsung devices? We're not talking about a $5 pair of iBuds and a "free" USB dongle.

    One of the offers for the Note 8 was either:
    1) a free Gear 360 camera, or
    2) a free 128GB memory card and Fast Wireless Charging Convertible

    Another offer for the Galaxy S8 included the Desktop dock, Gear VR, etc. Hundreds of dollars of accessories -- it would be like if Apple offered it's $169 bluetooth AirPods for free, which will never happen.

  33. Re: Analysts are Surprised? by TheFakeTimCook · · Score: 1

    Have you seen all the extras you get with the various Samsung devices? We're not talking about a $5 pair of iBuds and a "free" USB dongle.

    One of the offers for the Note 8 was either:
    1) a free Gear 360 camera, or
    2) a free 128GB memory card and Fast Wireless Charging Convertible

    Another offer for the Galaxy S8 included the Desktop dock, Gear VR, etc. Hundreds of dollars of accessories -- it would be like if Apple offered it's $169 bluetooth AirPods for free, which will never happen.

    Giveaways are the sure sign that a Company has no faith in the desirability of their product on its own, and/or the sales numbers suck.

    Take your pick.

    Apple doesn't generally do Giveaways because their products stand on their own. And before you are tempted to reply with some ridiculous, snarky remark about Apple Fanbois mindlessly lapping-up anything Apple sells, keep in mind we're talking about dozens and dozens of millions of units-sold. That's an AWFUL lot of "Fanbois". Perhaps maybe, just maybe, Apple's products are, wait for it... ACTUALLY DESIRABLE TO MANY, MANY MILLIONS OF PEOPLE!!!

    Nah, that CAN'T be it, right?

    Moron.

  34. Re: Analysts are Surprised? by CrashNBrn · · Score: 1

    Fuck off dude. I don't buy Samsung devices. The most I'll pay for a phone is $400, and the most I've paid thus far is $350 (Moto X4, which is overpriced as is) -- of which I only bothered with that due to the wife's phone breaking, my Nexus 6 going to her, and preferring to stay on Project-Fi with a supported device that can actually use Sprint's network where necessary.

    Otherwise I'd get another $150 - $250 Xiaomi. The Xiaomi Redmi 3s Pro Prime was fantastic for $160 2 years ago.