Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
And that price is now starting at right about $1,000, which Apple kind of broke that price point last year with the iPhone X. So it looks like that's where
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More devices are kind of playing this inch-up game.
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The companies don't break out per specific device like that.
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As far as Apple goes, they don't say how many units they sold of the X versus other units.
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What we have seen in the last couple of reports is that their iPhone revenues have gone up by double digits, while the unit sales have gone up very small, like 1%, 2%.
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in that range.
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And what that indicates is that they're getting more money per device.
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So their average selling price has gone up by quite a bit.
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And that wouldn't happen unless they were selling at least a decent amount of the more expensive phones.
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So it seems to have worked for them, at least initially into this first term.
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But now we've got Samsung kind of reporting that people are getting resistant to that.
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And what I think is that
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It's one thing to inch the prices up because there are things like memory and displays are more costly, and it's kind of natural where the prices go that way.
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But there's only so far I think a smartphone maker can ask people to pay more if the phones are just these kind of mild upgrades that we see every year and not something that really changes the game.
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Yeah, I think that's going to be an issue, and I think it'll become more of an issue as we get in.
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Remember, consumers hold onto their phones now on average about every three years.
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So some of the upgrades Apple saw in this recent cycle, they have a customer base where there's some number that like to buy the newest, best phone every year.
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So they enjoyed that kind of a bump from that.
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But as they go into the cycle, they're going to deal with more of the people that aren't so anxious to be first in line for everything.
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And I think they're more price sensitive.
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Showing 261–280 of 617 · page 14 of 31
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