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It seems unlikely this was the cause though, you don't design and manufacture a phone in 2 months. Also there had been leaks for months now. See this leak fr

It seems unlikely this was the cause though, you don't design and manufacture a phone in 2 months. Also there had been leaks for months now. See this leak from back in January. https://m.gsmarena.com/updated_iphone_8_might_arrive_with_face_id_bigger_screen-news-41022.php https://m.gsmarena.com/updated_iphone_8_might_arrive_with_fa...

totalZero 7y ago
You certainly choose pricing within those two months.
- deleted 7y ago
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- 1123581321 7y ago
  This is the pricing people have been expecting for awhile.
  - deleted 7y ago
    [deleted]
  - totalZero 7y ago
    That's a kind of vague assertion as I don't know to whom specifically you're referring as "people," but the same phone at 449 would be another 12% to margin so "in the same ballpark as what some people were hoping" is not the same as "pricing that the market anticipated." Let's assume there was a speculated range. In a world with COVID-19 demand pressure and the speculated range is reasonably accurate, Apple is more likely to target the low end of that range than it would in a "normal" world. I think people don't like the sarcastic nature of my earlier comment but that doesn't mean the underlying notion is wrong. I find it hard to believe that Apple ignored reality and just priced the phone however it felt like doing prior to a major shift in their consumer base's economic habits.
    - 1123581321 7y ago
      I am not sure what you are saying, to be honest, since any price point above $400 would increase margin. If you’re saying Apple seeks the highest margin possible, I don’t agree - they aim for 39% and increase revenue by increasing component quality thus cost. Unlike, say, the HomePod, they aren’t compromising this phone with an older chip to save money. Apple analysts, tech reporters, and consumers who pay attention to phone prices were expecting the new SE to be the same price as the old SE. Although there was also a case to make for the SE directly replacing the 8 at $449, there’s little evidence they were planning on that number. If you are asking where the long-term price pressure on Apple would come from: it largely comes from India, where they need as cheap a phone as possible to break in without damaging their brand or resorting to a cheaper bill of materials. But again, I am not sure if I understand your point. I would like to.
megablast 7y ago
Well, it is not a new design. It is the same phone they have been making for 6 years, with a new chip and a new camera in it. I am sure it wouldn't take them that long to design it. And since they have been manufacturing them for 6 years, I don't get your point about manufacturing time.
- Leherenn 7y ago
  You need at least a new PCB, an updated firmware/kernel, updated software. It's not trivial. Having work with hardware, I highly doubt you can pull that through in 2 months. As for manufacturing, they might have all the components, but you still need new assembly lines. And not for small runs, for million of devices. With China on lockdown. Apple are amazing at logistic, however it's been months in the making, nothing reactionary.

totalZero 7y ago

You certainly choose pricing within those two months.

deleted 7y ago
[deleted]
1123581321 7y ago
This is the pricing people have been expecting for awhile.
- deleted 7y ago
  [deleted]
- totalZero 7y ago
  That's a kind of vague assertion as I don't know to whom specifically you're referring as "people," but the same phone at 449 would be another 12% to margin so "in the same ballpark as what some people were hoping" is not the same as "pricing that the market anticipated." Let's assume there was a speculated range. In a world with COVID-19 demand pressure and the speculated range is reasonably accurate, Apple is more likely to target the low end of that range than it would in a "normal" world. I think people don't like the sarcastic nature of my earlier comment but that doesn't mean the underlying notion is wrong. I find it hard to believe that Apple ignored reality and just priced the phone however it felt like doing prior to a major shift in their consumer base's economic habits.
  - 1123581321 7y ago
    I am not sure what you are saying, to be honest, since any price point above $400 would increase margin. If you’re saying Apple seeks the highest margin possible, I don’t agree - they aim for 39% and increase revenue by increasing component quality thus cost. Unlike, say, the HomePod, they aren’t compromising this phone with an older chip to save money. Apple analysts, tech reporters, and consumers who pay attention to phone prices were expecting the new SE to be the same price as the old SE. Although there was also a case to make for the SE directly replacing the 8 at $449, there’s little evidence they were planning on that number. If you are asking where the long-term price pressure on Apple would come from: it largely comes from India, where they need as cheap a phone as possible to break in without damaging their brand or resorting to a cheaper bill of materials. But again, I am not sure if I understand your point. I would like to.

megablast 7y ago

Well, it is not a new design. It is the same phone they have been making for 6 years, with a new chip and a new camera in it. I am sure it wouldn't take them that long to design it. And since they have been manufacturing them for 6 years, I don't get your point about manufacturing time.

Leherenn 7y ago
You need at least a new PCB, an updated firmware/kernel, updated software. It's not trivial. Having work with hardware, I highly doubt you can pull that through in 2 months. As for manufacturing, they might have all the components, but you still need new assembly lines. And not for small runs, for million of devices. With China on lockdown. Apple are amazing at logistic, however it's been months in the making, nothing reactionary.