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16e: AI At n-2 Price

March 11, 2024 - At $600, the iPhone 16e did not disrupt Apple’s n-minus lineup by launching at $500 and undercutting the n-2 iPhone 14 by $100. Instead, it became the fifth and cheapest variant of the iPhone 16 family. Notably, Apple invested in bringing Apple Intelligence to the $600 n-2 price tier, only to delay Apple Intelligence key contextual awareness feature from iOS 18 to iOS 19. While the iPhone 16e ensures Apple has a $600 option in Europe due to the iPhone 14’s USB-C-related ban, its impact on the U.S. lineup is minimal, effectively creating two $600 models—with and without Apple Intelligence. Despite this, the iPhone 16e has strong promotional support, with postpaid promotions ranging from $220 to free. Its long-term success will likely hinge on promotional support.

Motorola Threatened by Tariffs

March 11, 2024 - As tariffs approach, Motorola faces the greatest risk of tariff-driven price increases. Its success following LG’s exit has relied on offering high-quality devices at prices 10–20% lower than Samsung. If tariffs erase this price advantage and Samsung avoids similar increases, Samsung’s stronger brand preference could reverse Motorola’s years of share gains. Motorola has thrived in the lower-margin U.S. smartphone market by effectively balancing quality, price, and execution. Unfortunately, tariffs could disproportionately impact an important U.S. low-end Android player and valued U.S. carrier partner.

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BayStreet Research is a boutique firm with over two decades of experience providing data, in-depth research, and actionable insights on the U.S. smartphone, tablet, and smartwatch markets.

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BayStreet delivers a holistic view of the U.S. wireless market and provides clients the "why" behind trends faster than other research firms.  BayStreet helps carriers, OEMs, component suppliers, and investors wanting to drive business results.

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BayStreet Research is a boutique firm with over two decades of experience providing data, in-depth research, and actionable insights on the U.S. smartphone, tablet, and smartwatch markets. BayStreet delivers a holistic view of the U.S. wireless market for carriers, OEMs, component suppliers, and investors wanting to drive business results.

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