Holiday iPhone shipments decimated as people stop buying — but it could have been worse

[iMore.com]

Apple saw quarterly iPhone shipments fall by almost 15%, but other companies experienced even worse results. Full story from the iMore Blog...

 

[Up_And_Away]

I’m not surprised. As mentioned, the supply problem cost Apple some sales. What the Article doesn’t mention is Samsung and Xiaomi will take a big hit in Average Sale Price(ASP). Otoh Apple will likely see a record ASP (Pro/Pro Max strategy). What the ultimate revenue number is? We’ll find out in a few days. If iPhone revenue is down just 10%, get ready for a likely market thud.

 

[FFR]

I guess Oliver did not look at the chart, kind of a funny way to say apple is the number 1 smartphone maker globally in q4.

 

[Annie_M]

It will be interesting to see what really is reported and if it's not as bad as Oliver & Co. are predicting, how they will back pedal!

 

[Up_And_Away]

I guess Oliver did not look at the chart, kind of a funny way to say apple is the number 1 smartphone maker globally in q4.

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Writing a headline that says “Smartphone holiday sales decimated, IPhone the least hurt by the slump” just doesn’t grab the attention. On the same train of thought, Glib writers want to blog on websites that Samsung annually selling more smartphones than Apple is a huge! win for Samsung. Anyone who puts in 15 minutes of reading on the subject know Samsung is objectively a at best mediocre sales company, one that really doesn’t belong in the same breath as Apple.

As I mentioned earlier, this 72.3 million iPhones sold will almost certainly be with a substantial ASP increase. This could be a whopping 10% increase. If so Apple will not miss flat YoY by much.

 

[FFR]

It will be interesting to see what really is reported and if it's not as bad as Oliver & Co. are predicting, how they will back pedal!

The chart is from the same report in Oliver’s article, a pretty big omission.

 

[FFR]

Writing a headline that says “Smartphone holiday sales decimated, IPhone the least hurt by the slump” just doesn’t grab the attention. On the same train of thought, Glib writers want to blog on websites that Samsung annually selling more smartphones than Apple is a huge! win for Samsung. Anyone who puts in 15 minutes of reading on the subject know Samsung is objectively a at best mediocre sales company, one that really doesn’t belong in the same breath as Apple.

As I mentioned earlier, this 72.3 million iPhones sold will almost certainly be with a substantial ASP increase. This could be a whopping 10% increase. If so Apple will not miss flat YoY by much.

Except the iPhone and apple weren’t hurt by a slump in the 4th quarter. There was a disruption in the supply chain and demand surpassed supply.

Android oems on the other hand had a really bad 4th quarter with demand declining substantially.

 

[theKHMERboy]

honestly if people are this impatient to get a phone then there is a problem. I thought I had to wait 4 weeks for mines but only waited 1.5 weeks

 

[Up_And_Away]

Except the iPhone and apple weren’t hurt by a slump in the 4th quarter. There was a disruption in the supply chain and demand surpassed supply.

Android oems on the other hand had a really bad 4th quarter with demand declining substantially.

I was being generous to the writer .
We will know tomorrow if ASP increase is big enough to ruin the day of a hundred website bloggers who have written “decimated” or similar in regard to Apple’s Q1 23. I’m hoping for it.