The latest data from CIRP for Q4 2018 points to iPhone installed base reaching 189 million units. That’s an increase of 4 million units from Q3 2018 and an increase of 23 million units YoY. Overall, Apple saw its user base in the U.S. increase by just 2 percent in Q4 2018.
Apple has issued a statement apologizing for the FaceTime bug. It has also delayed the rollout of the software update to fix the bug until next week.
In his latest note for TF Industries, Ming-Chi Kuo says that the overall market is extremely pessimistic of iPhone sales. He believes that in Q1, 2019, Apple will ship around 36-38 million iPhones led by increased demand in non-Chinese markets due to the attractive trade-in program currently being run by the company.
The iPhone XI is likely going to follow the same design language as the iPhone XS and iPhone X before it. While there’s not much one can do about that, we can always look at stunning new iPhone concepts and hope that Apple will end up taking some design cues from them down the line. The latest iPhone XI concept envisions the phone with a “sharp metal design” similar to the one that Apple debuted with the iPad Pro last year.
Apple Reverses Stance and Will Now Be Paying Licensing Fees to Winners of ‘Shot on iPhone’ Challenge
Earlier this week, Apple announced its “Shot on iPhone” challenge for iPhone photographers where it asked them to submit the best photos taken from their iPhone. A panel of judges would review and select 10 photos that will then be used by Apple for promotion purposes on billboards, Apple retail stores, and online channel.
The latest data shared by analytics firm Strategy Analytics points to Apple shipping 34.2 million iPhones in China in 2018, down from 36.7 million units a year ago. Apple’s performance was the worst hit in Q4, 2018 where it shipped 10.9 million iPhones compared to 14 million units in Q4, 2017.
The slowdown in iPhone sales has led many Apple suppliers to cut thousands of seasonal jobs earlier than usual. Foxconn, Apple’s biggest supplier, has removed 50,000 contract workers from its factory in Zhengzhou since October. Usually, Foxconn hires these workers right before the launch of a new iPhone, i.e. in mid-August and renews their monthly contract until January.
Apple’s CEO Tim Cook revealed to Apple employees during his all-hands meeting that the company replaced 11 million iPhone batteries in 2018. Usually, Apple replaces around 1-2 million iPhone batteries every year.
It was not only the poor iPhone sales in China which led Apple to revise its revenue forecast for Q4, 2018. The company also had a poor run in India where it saw iPhone sales decline by a staggering 50 percent in 2018.
Prominent Apple resellers in China have reduced selected iPhone prices by as much as 20 percent. This price reduction comes hot on the heels of rumors of Apple asking iPhone resellers in China to reduce iPhone prices. The price reduction is applicable for the iPhone 8, iPhone 8 Plus, and iPhone XR so far.