Home / Business / iPhone shipments fell despite high revenues, say three major companies
iPhone shipments fell despite high revenues, say three major companies
Yesterday's record-breaking Q4 revenue report may have suggested the opposite, but reports from all three major intelligence companies in the market say that iPhone shipments fell year by year during the quarter.
Apple's fiscal Q4 / calendar Q3 numbers were good. Revenue was $ 64B, which was at the very end of the company's guidance and well above Wall Street expectations. iPhone revenue was back over 50% of total revenue, to $ 33.36. And Tim Cook said the sale of the iPhone 11 got off to a "very, very good start."
But there was a clue that everything wasn't the way it looks in what Cook didn't say … [1
When we explained how Q4 revenue was so high, It didn't mention the iPhone.
We ended a groundbreaking fiscal 2019 with our highest Q4 revenue ever, driven by accelerating growth from Services, Wearables and the iPad.  Cook then carefully slid the iPhone into its next phrase, which was about expecting better things going forward:
With customers and reviewers finding out about the new generation of iPhones, today's debut of new, noise-canceling AirPods Pro, the long-awaited arrival of Apple TV + just two days away, and our best selection of products and services ever, we are very optimistic about what the holiday quarter has in store.
And smartphone reports from Canalys, IHS, and Strategy Analytics all conclude that iPhone shipments dropped year-round, although they differ with exact numbers.
iPhone broadcasts dropped 2% to 7%
Canalys has the most pessimistic analysis, suggesting that Apple's shipments fell 7%.
Apple shipments fell 7% to 43.5 million units in Q3, an improvement on double-digit declines in Q1 and Q2 2019.
The company believes it rumored & # 39; iPhone SE 2 & # 39; (which will be no such thing) will help in the future.  Apple devices do not have 5G, and they will have to contend with it in early 2020. Heavy operator investment in 5G marketing and promotions will be missed, and Apple's high expectation of launching a 5G iPhone in September 2020 may convince some customers to postpone purchases to ensure their device is future-proof. Apple will need an unconventional strategy to keep its volume high in the early stages of next year, making rumors of an upcoming iPhone launch in H1 2020 surprising.
Strategy Analytics drops 3%.
Apple iPhone broadcasts dropped 3 percent annually from 46.9 million devices worldwide in Q3 2018 to 45.6 million in Q3 2019. Despite the slight decline, this was actually Apple's best growth performance since last year.
It thinks the base model iPhone 11 prices will provide better news in the holiday quarter.
We believe Apple is stabilizing, due to cheaper iPhone 11 prices and healthier demand across Asia and the United States.
IHS has the most optimistic view of 2.1% harvest.
Apple sent a total of 45.9 million iPhones during the third quarter. This was a 2.1 percent decline from the same period in 2018 and continued Apple's unit decline for a fourth consecutive quarter. However, Apple was able to limit the rate of decline in unit volume to single digits.
It also thinks more competitive prices will do the job this quarter.
Sales of new iPhones in the fourth quarter are expected to increase year-on-year, thanks to the reduced iPhone 11 starting price to under $ 700. […] In addition, a $ 150 price reduction on existing models is expected to contribute to overall growth in shipping volume in the fourth quarter. Apple's new pricing policy is intended to expand the addressable market for Apple's content services, which are now rolling out to consumers.
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