Yearly iPhone sales declined 20% in November, data indicates

Yearly iPhone sales declined 20% in November, data indicates
The iPhone XR, Apple's best-selling model in November

Apple has already confirmed that iPhone sales are down but it hasn’t specified by how much. Thanks to a new report by Counterpoint Research, though, some light has been shed on the matter.

Overall, sales in the November period declined a considerable 20% when compared to the previous year, according to the data gathered. Throughout this month, the newly-released iPhone XR became the best-selling device just as expected, with the 64GB model, in particular, shifting the most units. Nevertheless, it appears sales still lagged behind those of the iPhone 8 by around 5%.

In regards to iPhone XS sales, these were actually 3% higher than those of the iPhone 8 Plus during the same period in 2017. However, when comparing the iPhone XS Max to the iPhone X, a huge drop in sales is noticeable – sales of the newest device were 46% lower than those of the iPhone X.

Now, considering the iPhone X was released in November and the iPhone XS Max arrived in September, the comparison above isn’t exactly fair. After all, when cumulative iPhone XS Max sales are added into the equation, sales of the latter device are actually 50% higher than those of the iPhone X. Unfortunately for Apple, a large portion of these was registered in the third quarter instead of the fourth.

Looking at China specifically, Counterpoint Research saw a lower-than-expected demand for the iPhone XR due to a lack of innovative features and the presence of just one rear camera. Alongside this, its high price is also said to have played an important role.

While December numbers are yet to be released, early predictions see the iPhone XR equating for a larger share of sales during the period. In addition to this, the popularity of iPhone 7 and iPhone 8 models is expected to grow in emerging markets because of the high prices of newer iPhones.



1. perry1234

Posts: 654; Member since: Aug 14, 2012

I think Apple needs to go back to its (Design & Innovation) before engineering approach as it was in Steve Jobs Era. I know there were some fails like the #AntennaGate with iPhone 4, but given the current tech and advancement in various cellular components, such things are unlikely to happen. Consumers need a very strong reason to upgrade. Even my iPhone 6s Plus runs very well and is still daily driver material. This is the reason why the current devices are perceived un- enthusiastically by their current customer base. Additionally, the overall smartphone growth saturation in the world except in a few markets, is probably why Apple is having a relatively poor quarter and their growth has decreased. I would not mind paying $1000 , but there should be something in it that a $600-$650 phone cannot do at all/ does it but poorly.

2. maherk

Posts: 7056; Member since: Feb 10, 2012

I don't believe it's the phone itself, if I was an iOS fan, I don't see how I wouldn't love the Xs/Xs Max. They check all boxes, great screen, camera, at least an above average battery, superb speakers, blazing fast performance, etc... The only problem with these phones though, and it's the most significant one, is that not all iOS fans are finding the need to pay $1000+ for these phones. It's the same with Samsung's flagships, great flagships with stupidly high prices that are high enough to repel many of those interested in an upgrade.

3. perry1234

Posts: 654; Member since: Aug 14, 2012

I too agree with the fact that $1000 is too high for a well-rounded phone at best. And yeah, not "needing" to pay $1000 for the said features is exactly what I would say, incremental (non innovative) upgrades. Hence, I emphasize a feature which would justify the price tag but isn't available in any other phone. Some would buy it because of the novelty , others because it would make a meaningful difference in their day to day smartphone usability. I still remember the iPhone 4 fondly as the mainstream consumer phone to touch 326ppi Retina display. Once you looked at its display, all other phones at the time looked inferior in comparison. Some feature(s) of the same magnitude would do well for Apple now.

5. maherk

Posts: 7056; Member since: Feb 10, 2012

I still remember the iPhone 4 and how crisp the screen looked when compared to my galaxy device at that time. Everytime I held it, I would keep staring at the display trying to figure out how is it possible for a screen to be this sharp.

8. BearHug

Posts: 32; Member since: Jan 27, 2017

It astounds me how so-called "mobile tech buffs" readily regurgitate the ramblings of the economically-challenged average Joe and Jane. Apple and Samsung are victims of their own success. The BOM of the iPhone 3G was $173. The BOM of the iPhone XS Max starts at $440. Consider that the screen of the iPhone XS costs upwards of 50% of the entire BOM of the OG iPhone and the price increase wouldn't seem so arbitrary. Profit margins have remained flat or seen a slight increase only (certainly not commensurate with the MSRP increase). Components prices are through the roof. R&D didn't get cheaper either over the last decade. And whatever you develop anyway will be copied by the Chinese within 6 months. It'd certainly be inferior, but it'd also be cheaper and you wouldn't even recover the tens of millions poured into R&D because apparently your device is overpriced or the feature is not that important. Case in point, the foldable tech by Samsung. Samsung may have the superior in-folding tech developed over 5 years. But you can be sure Xiaomi, Oppo, Huawei will flood the market with the inferior out-folding tech made by BOE and price it a couple hundred dollars cheaper. There goes 5 years and hundreds of millions in R&D. Who wants to deal with that sh*t! Samsung and Apple should smell the coffee and become like the laptop manufacturers. Cap the price, introduce incremental upgrades yearly, and expect a 3-4 years upgrade cycle. Cut R&D substantially and spend the difference on a new vertical or on unearthing the next big thing. Smartphones have plateaued. Those of you looking for something to be excited about in a new smartphone should go find a new interest or hobby. Let the Chinese fall over themselves with their 5% profit margins.

12. Agniputra

Posts: 29; Member since: Dec 06, 2018

First sensible comment by this BearHug gentleman on phonearena in months.

18. perry1234

Posts: 654; Member since: Aug 14, 2012

Your arguments are sound and I agree that the BOM has been raised and a lot of investment has gone into technologies,R&D etc. and that for some reason, the Chinese companies are able to duplicate the said technologies easily. But the point is that the techies are not the only ones who run the smartphone world. In-fact, we are the minority. Majority of the smartphones are brought by the average Joes and Janes of this world.People who have never heard of sites like Phonearena. People who want a device that works and unless it does something that is really important in a way that really makes a difference for average joe's and jane's of the world, the logical argument you present will never be able to perform well in real-world scenarios. I might be horribly wrong, but only time can tell.

17. Atechguy0

Posts: 918; Member since: Aug 03, 2018

They don't hit all the boxes with the iPhone XR. Plus all of their iPhones this year are too much, and not worth their asking price.

4. Back_from_beyond

Posts: 1485; Member since: Sep 04, 2015

Noooo!!! Midan promised me sales would be going up! He said we were all wrong, he said Apple would be selling more and we'd all realize how wrong we were.... Care to twist this one, Midan?

16. Vancetastic

Posts: 1873; Member since: May 17, 2017

Hmmm. He’s conspicuously absent from this conversation.

6. Vogue1985 unregistered

Apple needs 2 midrange phones (actually 4 if you add the plus/max models). Think Oneplus 6 kind of thing, have the strongest parts ie camera, processor,design but no gimmicky or expensive tech add on, simple but Flashy and affordable NOT cheap. They need new customers. but just folks who always had an Iphone. Also don't kill off the classic Apple design, it's shocking who many Applers still live the classic IPhone 6 (the 7 and 8 series have that style) design. Then again, they could just make the phones more expensive n exclusive only for rich folks lol $3000 plus

7. Derekjeter

Posts: 1576; Member since: Oct 27, 2011

$1400 for a phone with 3rd best camera, 2nd best speakers, 3rd best screen, worst modem, same old OS and horrible updates. It’s justifiable that they would lose sales.

9. Macready

Posts: 1830; Member since: Dec 08, 2014

..and worst charging speeds.

10. L0n3n1nja

Posts: 1603; Member since: Jul 12, 2016

2018 and the iPhones take longer to charge than 2014 Android phones unless you spend extra money. It's comical really.

11. ryq24

Posts: 876; Member since: Oct 17, 2011

Apple will need to shift it's business elsewhere. iPhone have reach it's peak. I don't think it will be able to recover it's old glory. Mobile phone market is saturated already.

13. Sloiz

Posts: 26; Member since: Jul 21, 2017

With ever groving prices of flagship phones Samsung and Apple gave free space for Huawei and other brands, which are happy to sale flagship phones for 600-800 dollars.

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