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iPhone 4 remains sold out at half of Apple US retail stores

post #1 of 53
Thread Starter 
The iPhone 4 remains in limited stock at Apple's U.S. retail stores seven weeks after its launch, suggesting that "antennagate" has done little to slow sales.

Analyst Gene Munster polled 30 retail stores this week, and found that 16 of them had some stock. Most stores he checked with indicated they are receiving daily iPhone 4 shipments to meet up with supply.

Despite limited supplies, the situation is improving. Before July 10, there was no in-store availability, with 0 of 20 stores in stock. On July 26, Munster polled 5 stores and found 3 had the iPhone 4 available.

The continued limited supply, he said, is evidence that demand for the iPhone 4 remains strong despite the "antennagate" controversy, which erupted when users realized that covering the bottom left corner of the handset could reduce reception. Supply constraints are not a sign of a production slowdown, Munster said.

"We had expected near full in store availability in the U.S. by now, given it has been several weeks since the iPhone 4 U.S. launch (June 24)," he wrote. "Longer than expected supply shortages are not new to the iPhone. As a point of reference, in last year's September quarter conference call, the company indicated that iPhone supply was constrained in most countries through late Sept. or early Oct. due to better than expected demand of iPhone 3GS."

The iPhone 4 sold a record 1.7 million units in its first three days, making it the fastest selling Apple product in history. Munster believes that in the September quarter, Apple will sell 11 million units worldwide.

Piper Jaffray has maintained its overweight rating for AAPL stock with a price target of $371.
post #2 of 53
I'm first....where's my white iP4?
post #3 of 53
Quote:
Originally Posted by success View Post

I'm first....where's my white iP4?

I've given up on the white iPhone 4, I'll see what the options are at the iPhone 5 unveiling.
post #4 of 53
Better than our current stock position in most of Canada. If you polled 100 Apple or Rogers or Fido store, you would normally find 100 stores sold out. If they happen to have stock, they have 5-10x as many people as phones currently in line outside. Everyday in Toronto, Montreal and the other major cities hundreds of people are lining up before stores open without even knowing if the stores will receive stock that day. Of course, we are only 2 weeks in since our launch.

My carrier only has one store in Waterloo and we have a population of about 120K. They got their first shipment since launch this past Tuesday. They got 2.

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
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"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
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post #5 of 53
One other part of this whole equation. While the iPhone 4 is what most are focusing on, I haven't seen anyone talk about how the 3GS is selling. After the new phone had been on sale for a short bit, we needed to go into the ATT store and adjust one of our plans. On talking with the store rep, he said that even though 3GS sales slowed down a little just before the iPhone 4 launch, they were still selling a good amount of the 3GS. Some of the 3GS are still being sold. Someone I work with who doesn't need the latest or greatest of electronics just got a new iPhone a week ago and was very happy with it. So I am left wondering/reminded of how many are there out there that don't need the latest and greatest of anything like we talk about on boards like this.
post #6 of 53
Quote:
Originally Posted by Tulkas View Post

Better than our current stock position in most of Canada. If you polled 100 Apple or Rogers or Fido store, you would normally find 100 stores sold out. If they happen to have stock, they have 5-10x as many people as phones currently in line outside. Everyday in Toronto, Montreal and the other major cities hundreds of people are lining up before stores open without even knowing if the stores will receive stock that day. Of course, we are only 2 weeks in since our launch.

My carrier only has one store in Waterloo and we have a population of about 120K. They got their first shipment since launch this past Tuesday. They got 2.

From near I can tell, Rogers got far less stock than Bell or Telus. I got mine at Telus here in Guelph, and they had plenty in stock, was able to get one of the 32 GBs, and the nextdoor Rogers barely had any. Of course, there may also be a demand difference, as this is a relatively Rogers-dominated town.
post #7 of 53
I thought the number of phones sold was 1.7 million over the first 3 days, not 3.7 million.
post #8 of 53
Quote:
Originally Posted by mbarriault View Post

From near I can tell, Rogers got far less stock than Bell or Telus. I got mine at Telus here in Guelph, and they had plenty in stock, was able to get one of the 32 GBs, and the nextdoor Rogers barely had any. Of course, there may also be a demand difference, as this is a relatively Rogers-dominated town.

I think Rogers actually received far more stock, but they have far more existing iPhone customers that can get the upgrade subsidized. Apple's contract for early upgrades stipulates that the carriers can only offer them to existing iPhone customers (or so Rogers says). If this is true, then the only people buying from Telus and Bell are users new to the iPhone, since they only started selling iPhones less than a year ago and are either new Bell/Telus subs or are two years into their existing contract. If you are a existing customer less than 2 years into your current contract, Rogers can sell you a subsidized iPhone if your last phone was an iPhone. But if you are with Bell and Telus, you need to be either a new customer or be eligible for a normal upgrade (2 years in). If you went to Apple, Futureshop, WirelessWave or BestBuy on launch day, you could often find Telus iPhones in stock at the end of the day (or even onSaturday) but Rogers/Fido were gone immediately, because far more people were eligible for a subsidy with Rogers/Fido.

Rogers has really screwed up this launch though. Of the big three, they are the only ones with previous experience with iPhone launches and they have had two previous. Bell and Telus are doing online orders while Rogers is only selling through stores. They have so many stores that any single store only receives a small handful each week. They have actually said to try calling stores (they won't answer) or to just line up at some random store in hopes they will get stock.

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply
post #9 of 53
Quote:
Originally Posted by nealg View Post

I thought the number of phones sold was 1.7 million over the first 3 days, not 3.7 million.

Worldwide that weekend. UK, France, Germany, Japan, Can't remember the other one. Or maybe that was all? \

I was able to get mine immediately after Apple announced the further White delay July 24 by calling Apple Stores nearby (24+ miles) and finding one with a one day queue in reservations.

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post #10 of 53
It would make sense for Apple to restrict supplies if they had a silent hardware fix in the works.
post #11 of 53
This is bad for Apple.
The number one reason why people here in Sweden choose other phones over the iPhone.
The six week wait.. I'm not kidding. 6 weeks.

Apple needs to step up production.
For the next model they should have 10million made before they go on sale, maybe more.
It's hurting sales like nothing else.

I'm surprised shareholders are not more concerned about this.
Sure, they sell every phone they produce. But that would probably still be the case if they made twice as many.
post #12 of 53
Instead of waiting for the hardware fix, I figured I needed a case anyway, so I upgraded and am waiting for a nice bumper. I imagine others are thinking the same thing.
post #13 of 53
Germany's exclusive iPhone carrier still has a NINE WEEK wait to get an iPhone - and this 2 months after the launch.
I am glad I managed to get mine from an Apple store right after it came out.
post #14 of 53
Why would anyone believe Apple is "restricting" supply? There is no reason to believe anything other than demand is greater than what Apple is able to produce. It costs lots of money, and takes a long time to build more factories. These things do not just happen with the snap of a finger. It just seems to kill some people to imagine that the smartphone buying public loves the iPhone. Get over it.
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Apple has no competition. Every commercial product which competes directly with an Apple product gives the distinct impression that, Where it is original, it is not good, and where it is good, it...
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post #15 of 53
Quote:
Originally Posted by urbanleopard View Post

It would make sense for Apple to restrict supplies if they had a silent hardware fix in the works.

Why would that make sense? They make money off each sale,free bumper or not. No reason to let a sale walk out the door if they can help it.
post #16 of 53
Quote:
Originally Posted by Mac Voyer View Post

Why would anyone believe Apple is "restricting" supply? There is no reason to believe anything other than demand is greater than what Apple is able to produce.

Exactly. Why would Apple want to constrain supplies when demand is already way up - all that does after awhile is convince people to go with an alternative (read android) device since consumers are only willing to wait for so long. Apple knows this - there are too many willing competitors to fill a product void. Restricting supply is only effective when you don't have to worry about competition,
post #17 of 53
I reserved an iPhone 4 at an Apple Store in Dallas on July 25. Today is August 12 and I still have not received an email telling the phone has arrived.
post #18 of 53
Quote:
Originally Posted by Mac Voyer View Post

Why would anyone believe Apple is "restricting" supply? There is no reason to believe anything other than demand is greater than what Apple is able to produce. It costs lots of money, and takes a long time to build more factories. These things do not just happen with the snap of a finger. It just seems to kill some people to imagine that the smartphone buying public loves the iPhone. Get over it.

because here in the biggest city in Canada, people are lining up when a store gets like 20 of them. The cellphone stores get even less. This is selling like hotcakes?

I don't know what numbers are elsewhere, but this is pathetic.
What I got... 15" i7 w/8 gigs ram,iPad2 64gig wifi, 2.0 mac mini, 2.0 17" imac, appleTv, Still running my old G4 466 upgraded to 1.2GHz maxed ram as a pro tools machine, and 2 iphones.
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What I got... 15" i7 w/8 gigs ram,iPad2 64gig wifi, 2.0 mac mini, 2.0 17" imac, appleTv, Still running my old G4 466 upgraded to 1.2GHz maxed ram as a pro tools machine, and 2 iphones.
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post #19 of 53
Imagine our surprise when we got a delivery of fifteen iPhone 4 16GB, the first we have seen since they launched here on the 30th, especially after being told it would be four to six weeks before we were getting any stock.

They sold out within three hours.

I even got one.

Goodbye slow old 3G.

The 3GS 8GB's also sell out.
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post #20 of 53
Quote:
Originally Posted by Doctor David View Post

Why would that make sense? They make money off each sale,free bumper or not. No reason to let a sale walk out the door if they can help it.

It absolutely doesn't make sense. The user satisfaction is once again topping every other smartphone. But I am sure they develop the iP5 at ultimate speed, just to keep very well ahead of the competition.
post #21 of 53
Quote:
Originally Posted by Groovetube View Post

This is selling like hotcakes?

I think the hotcake metaphor is over with. It should be changed to selling like iPhones. Much more appropriate for modern times. And I'm not a big fan of hotcakes.

Apple's doomed.
post #22 of 53
Quote:
Originally Posted by Groovetube View Post

because here in the biggest city in Canada, people are lining up when a store gets like 20 of them. The cellphone stores get even less. This is selling like hotcakes?

I don't know what numbers are elsewhere, but this is pathetic.

That still doesn't imply that Apple is intentionally restricting stock to create artificial supply constraints.

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply
post #23 of 53
Quote:
Originally Posted by hill60 View Post

Imagine our surprise when we got a delivery of fifteen iPhone 4 16GB, the first we have seen since they launched here on the 30th, especially after being told it would be four to six weeks before we were getting any stock.

They sold out within three hours.

I even got one.

Goodbye slow old 3G.

The 3GS 8GB's also sell out.

It took 3 hours to sell out of 15 phones? Shit, up here 15 would be gone immediately, within minutes, depending only on there being enough staff to ring them through and the computers keeping up with activations. Demand must not be very high in your neck of the woods if a store only sells 5 per hour.

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply
post #24 of 53
I sold my 3Gs for $200 and ordered an iPhone 4 from Apple for $199...should be here Aug 31st.

I'm going to believe Stevo on this....if they come out with an iPhone 5 next year, I will sell my iPhone 4 and order one. One thing I won't do is order anymore docks!

I just sold my AppleTV for $100 and will get an new one when they come out. Essentially, 'rented' my appleTV for about $5/mo. Not bad...gotta love Craig's List!

Am planning to sell my MacBook and get a new 2nd gen iPad when they come out with the cameras...at which point, I will sell my Airport Extreme and get an 'n' airport express.
post #25 of 53
Quote:
Originally Posted by Tulkas View Post

That still doesn't imply that Apple is intentionally restricting stock to create artificial supply constraints.

Yes, and you know what? Elvis Presley is still alive. He just came by for dinner yesterday. I totally agree with you these are silly rumors.
post #26 of 53
So why can't Apple do what they did with the 3Gs? They had a link on their site for the retail stores that showed whether the 3Gs was in stock or not. If there is such a link, correct me.
post #27 of 53
Quote:
Originally Posted by Rabbit_Coach View Post

Yes, and you know what? Elvis Presley is still alive. He just came by for dinner yesterday.

What does apple have to gain by restricting supplies of iP4's? People clearly want to buy more of them than apple are selling.
post #28 of 53
Quote:
Originally Posted by Joe hs View Post

What does apple have to gain by restricting supplies of iP4's? People clearly want to buy more of them than apple are selling.

Absolutely. My opinion.
post #29 of 53
Quote:
Originally Posted by christopher126 View Post

I sold my 3Gs for $200 and ordered an iPhone 4 from Apple for $199...should be here Aug 31st.

I'm going to believe Stevo on this....if they come out with an iPhone 5 next year, I will sell my iPhone 4 and order one. One thing I won't do is order anymore docks!

I just sold my AppleTV for $100 and will get an new one when they come out. Essentially, 'rented' my appleTV for about $5/mo. Not bad...gotta love Craig's List!

Am planning to sell my MacBook and get a new 2nd gen iPad when they come out with the cameras...at which point, I will sell my Airport Extreme and get an 'n' airport express.

I just sold my iPod Touch 2nd Generation- 32 gb for $155 and bought the iPhone 4!

Has anyone ordered their iPhone 4 through AT&T Premier and if so how long did it take for the phone to arrive? I'm saving $3.00 on my monthly 2 gb data plan and that is the only reason why I ordered through AT&T.
post #30 of 53
To fix the first line of the article, the idiot-blogger-fanned-joke called "attenagate" has done absolutely nothing to any aspect of iPhone 4 sales. They are through the roof, this is longer than any iPhone has been out of stock prior to launch, and Apple and its shareholders are happy as pigs. They should be.

Just got one for my brother, took only 1.5 weeks ordered at an AT&T store. Faster than Apple is shipping them right now, FWIW.
post #31 of 53
Quote:
Originally Posted by Groovetube View Post

because here in the biggest city in Canada, people are lining up when a store gets like 20 of them. The cellphone stores get even less. This is selling like hotcakes?

I don't know what numbers are elsewhere, but this is pathetic.

Hmmm. Perhaps you, have no idea what you're talking about? Yeah, I'm gonna go with that.


The in-store inventory is paltry at the moment, and has been since the week following launch day.

90% of iPhone activations going on right now are either A) at home, after the person waited 1-3 weeks for delivery and finally got it, or B) in AT&T and Apple stores after the person placed an order in the store and waited 1 - 2 weeks for it to come in.

Given a knowledge of how these things usually work out, Apple and otherwise, I would expect at least another 4-6 weeks of demand out-pacing supply in stores. It will be at least October before one can walk into Apple, AT&T, or Best Buy and say, "One iPhone 4, pls." (and not be laughed at)
post #32 of 53
Quote:
Originally Posted by urbanleopard View Post

It would make sense for Apple to restrict supplies if they had a silent hardware fix in the works.

Dream on. Any other conspiracy theories you'd like to float?
post #33 of 53
Quote:
Originally Posted by urbanleopard View Post

It would make sense for Apple to restrict supplies if they had a silent hardware fix in the works.

It what possible way could that make sense? If they are going to shut down production to switch to a new process, fine, that might make sense. In that case there wouldn't be limited stock coming in, there would be no new stock coming in. What good would it do them to only slow production down? Is the logic that if they are going to ship defective product, they should slow down so the only sell a few million? Really?

I at least understand the logic behind the 'Apple is restriction stock to keep demand artificially high' myth. I don't agree with it and it has gigantic holes, but I understand it. This other theory just makes no sense at all.

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply
post #34 of 53
No one knew we had them, we've been turning people away since they launched this happened in one normally quiet weekday afternoon in a suburban shopping centre.

Quote:
Originally Posted by Tulkas View Post

It took 3 hours to sell out of 15 phones? Shit, up here 15 would be gone immediately, within minutes, depending only on there being enough staff to ring them through and the computers keeping up with activations. Demand must not be very high in your neck of the woods if a store only sells 5 per hour.
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post #35 of 53
Quote:
Originally Posted by kiwee View Post

Apple needs to step up production.
For the next model they should have 10million made before they go on sale, maybe more.
It's hurting sales like nothing else.

I'm surprised shareholders are not more concerned about this.

This is likely the main reason Papermaster was let go. Not 'antennagate.'
post #36 of 53
Quote:
Originally Posted by NomadMac View Post

Apple's doomed.

Fixed it.
post #37 of 53
Ugh, AI should stop calling it "-gate" unless they're quoting someone. Seriously.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #38 of 53
Quote:
Originally Posted by urbanleopard View Post

It would make sense for Apple to restrict supplies if they had a silent hardware fix in the works.

DaHarder, is that you?

Quote:
Originally Posted by anantksundaram View Post

This is likely the main reason Papermaster was let go. Not 'antennagate.'

Well, antennagate was pretty much the icing on the cake. Or, in Papermaster's case, the extra kick in the ass-kick-out-the-door he got.

But we will never know. It could have been aliens. Or maybe he told Jon Ives that his designs "sucked".
post #39 of 53
Quote:
Originally Posted by Suddenly Newton View Post

Ugh, AI should stop calling it "-gate" unless they're quoting someone. Seriously.

Yup, AppleInsidergate at work.
post #40 of 53
Quote:
Originally Posted by Mac Voyer View Post

Why would anyone believe Apple is "restricting" supply? There is no reason to believe anything other than demand is greater than what Apple is able to produce. It costs lots of money, and takes a long time to build more factories. These things do not just happen with the snap of a finger. It just seems to kill some people to imagine that the smartphone buying public loves the iPhone. Get over it.

You have to remember that the people who theorize that Apple is artificially creating a shortage, for whatever reason, are the same people who think Barak Obama is not a natural born citizen and that George Bush ordered the destruction of the World Trade Center towers. This plus the fact that these losers hate Apple with such a passion that they will say anything to muddy the waters should explain their behavior quite precisely.
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