For Apple’s iPhone Sales, Size Matters – WSJ (Jan 28, 2017)

This article is a good counterpoint to another I commented on recently, which suggested a shift to older devices and therefore lower average selling prices for the iPhone last quarter.  As I said with regard to that piece, I’m seeing little evidence of the trend mentioned, and in fact I’d expect a shift to larger devices to push ASPs up, if anything, This WSJ piece quotes some data to that effect, and has some good numbers around the mix between the base and Plus models and how it’s shifted over time. Apple clearly does sell older devices too, so this mix shift among the 7 variants isn’t the only factor, but I still think ASPs should be pretty healthy when Apple reports its results for last quarter.

via WSJ


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