With last week's shareholder conference in the rearview mirror, we continue to release information lost by Apple executives. Tim Cook commented on two very interesting things about the iPhone SEand the iPhone as a whole. Very graphic information about device development that continues to mark company speed.
IPhone for they do not change and users who like smaller screens
I saw a strong customer response on the iPhone SE, which is our most expensive iPhone. But it seems that those customers are mainly from looking for a little bit of form with the latest technology or from Android.
Tim Cook offers these two groups of users as the main "beneficiaries" of the iPhone SE. Last year we talked about the nostalgia of the original iPhone SE and how small the four inches were for users, who were turning away from the larger models. There, we have already seen that a large proportion of users have opted for the 4.7-inch iPhone, while 4-inches have been given the final positions.
In other words, without the initial hesitation of many users, it is finally found that a larger screen brings more value. Once we get used to the size, it's hard to go back, the probability of you choosing a model that is equal or greater in the future This is where the 4.7 inches of the iPhone SE comes in, a model that acts as a feature-size factory for the content.
Then there is they do not change, Android users who find the proposal attractive on the iPhone SE to jump to the platform. Users who haven't yet opted for one of the older or previous generation models to take the jump. But what do you see in this model? attractive price combination, the qualities and environment that ultimately determine their decision.
In Cook's reply we never mentioned the question he referred to. Jeriel Ong, an analyst at Deutsche Bank, wants to know if anyone noticed bring it down users from higher models than the iPhone SE. Question marked by an increase in unemployment and an increase in macro variables the world economy. Cook's response was not a good one: They have not seen iPhone users from previous generations but consider them "superior" to the iPhone SE because of their tight budget.
The gradual stretch of the iPhone cycle due to shutdown
It is no secret that global detention has had a negative impact on this demand for apple products. That was a major reason why the company took it off to be led
Although we see a slight rise in the revival cycle at the end of the quarter, claiming that at closing points for sale, our installed iPhone base has reached a record high.
The Apple official says users will "hold" more with their iPhone before turning it on. The reason is that stores are closed, not just Apple stores but also for telephone operators. Remember that Apple's direct sales are an important source of iPhone, but that most purchases are made by the phone company.
Consistent with what we saw in early March, when we talked about the highly anticipated cycle of the iPhone 12. The need is not going to other manufacturers, in that case the installed base of the iPhone would be solid or dropped. Cook says the opposite. Instead, which should continue over time, postpone purchasing until later and extend the iPhone's life cycle.
