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Top-selling iPhone 5 flanked by strong sales of legacy iPhone 4S & 4

post #1 of 37
Thread Starter 
While the iPhone 5 has been the top selling handset at the three largest carriers in the U.S., Apple's legacy iPhone 4S and iPhone 4 handsets have also been strong performers this holiday shopping season.

Channel checks conducted by Michael Walkley of Canaccord Genuity found that sales of the iPhone 5 have been "very strong" at AT&T, Verizon and Sprint. He also indicated that international sales of Apple's latest smartphone have been positive for the company.

While the iPhone 5 is Apple's top selling model, as expected, Walkley's checks also found that sales of the legacy iPhone 4S and iPhone 4 models have also been strong. In particular, he discovered that the iPhone 4 ? which is available for free with a new two-year service contract ? was sold out at many stores.

Apple has also worked to catch up with demand for the iPhone 5, and inventory is said to be greatly improved, resolving earlier constraint issues. Apple's ability to meet demand comes as the company is set to launch the iPhone 5 in more than 50 new countries in the next few weeks, including China, South Korea, Brazil, Russia and Taiwan.

With those launches set to take place during the holiday quarter, Walkley sees Apple selling a total of 47.5 million iPhone units for the three -month frame. That would represent a 77 percent sequential unit increase in iPhone sales.

iPhone


By the end of the year, Apple will have launched the iPhone 5 in 100 countries with 240 carriers. Given the continued strong performances of the iPhone 4S, released in 2011 and iPhone 4, from 2010, Walkley believes this is only the beginning for the iPhone 5 in what he expects will be a "strong multi-year product cycle."

Canaccord Genuity has reiterated its "buy" recommendation for AAPL stock, with a price target of $800. Walkley believes strong sales of the iPhone?? Apple's highest margin product line ? will help the company achieve gross margins of 38.7 percent in the December quarter.
post #2 of 37

BREAKING: DUH

 

More at 11.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #3 of 37
Quote:
Originally Posted by AppleInsider View Post

With those launches set to take place during the holiday quarter, Walkley sees Apple selling a total of 47.5 million iPhone units for the three -month frame. That would represent a 77 percent sequential unit increase in iPhone sales.

Increase over last years' Q or last Q? Nah, doesn't matter, 47M is a helluva lot!
"Fibonacci: As easy as 1, 1, 2, 3..."
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"Fibonacci: As easy as 1, 1, 2, 3..."
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post #4 of 37

Apple is doomed!

post #5 of 37
post #6 of 37
Quote:
Originally Posted by 512ke View Post

Apple is doomed!™

That is the correct quote....1wink.gif

post #7 of 37

 

Meanwhile, "Samsung sales proven to be lies" lol.gif

 

And somehow they're still "winning" on most charts.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #8 of 37
Shame suck so called sales number is shipment number
post #9 of 37

Hows does 2 gen old model (iPhone 4) being out of stock, indicate brisk sales... what if Apple only made a dozen?

That being said, people buying the older versions are missing out.  LTE makes my phone actually usable now

post #10 of 37
Originally Posted by skyzlmt View Post
…what if Apple only made a dozen?

 

Obviously not the case.


LTE makes my phone actually usable now

 

And people said I was wrong to hate the idea of cellular data.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #11 of 37

No wonder the providers & shops keep pushing android phones in special deals & offers, they are probably desperate to clear their stocks to release the money tied up in them before they become more or less worthless. Same goes most of the other pads / tablets too. lol.gif

post #12 of 37
Quote:
Originally Posted by Tallest Skil View Post

Meanwhile, "Samsung sales proven to be lies" lol.gif

And somehow they're still "winning" on most charts.
When the media has a meme they know how to push it. And right now they're pushing the Samsung Rocks! meme.

Scully was on CNBC this morning talking Apple and had nothing bad to say about it. Yet the chyron at the bottom of the screen read Scully: iPhone 5 and iPad mini are not breakthrough products. 1rolleyes.gif
post #13 of 37
I really hope the success of the 4S has more to do with the form factor than the price. Given that it is essentially a smaller version of the 5, running all but one major feature of iOS 6, with a slightly slower processor and lacking only true LTE, I'd like to see an update next year to the A6 and LTE radio, and ultimately focus resources to make it smaller, rather than bigger like the flagship 5, while setting out a clear product line. Drop the 4 next year, move the existing 4S down to the free phone, upgrade the current 4S where it is (4S+), introduce the iPhone 5S. In two years, maybe move the 4S+ down, redesign it making it smaller for the current #2 Spot (5 mini?), and introduce the iPhone 6 flagship. If you want the 4" screen, you pay a premium every year -- you don't just automatically get it for a discount by waiting a year. And really, how is this any different than the declining iPod product line? Different sizes for different needs.
post #14 of 37
I am not believing the iPhone 4 is sold out, i think it is the service providers forcing customers to other product when they come in and ask for the free phone, they tell them they have none in hopes they buy one that they actually have to pay for. The Service providers are not pushing apple products they are pushing everything else only when the person demand an Apple product do they give it to you.
post #15 of 37
Quote:
Originally Posted by Rogifan View Post


When the media has a meme they know how to push it. And right now they're pushing the Samsung Rocks! meme.
Scully was on CNBC this morning talking Apple and had nothing bad to say about it. Yet the chyron at the bottom of the screen read Scully: iPhone 5 and iPad mini are not breakthrough products. 1rolleyes.gif

Sculley? Surely you're not talking about that guy that drove Apple into the ground. No one cares what he has to say, and should go back to selling sugar water.

Chris


Edited by ifij775 - 12/3/12 at 10:02am
post #16 of 37
In all honesty, I'm blown away that Apple still sells the iPhone 4 for $450 tax unlocked. I mean, damn. It's almost a 3 year old phone that can't even run most flagship iOS6 features. But I guess they need to keep the 'perceived value' thing up.
post #17 of 37
Quote:
Originally Posted by PhilBoogie View Post

Quote:
Originally Posted by AppleInsider View Post

With those launches set to take place during the holiday quarter, Walkley sees Apple selling a total of 47.5 million iPhone units for the three -month frame. That would represent a 77 percent sequential unit increase in iPhone sales.

Increase over last years' Q or last Q? Nah, doesn't matter, 47M is a helluva lot!

I think "sequential unit increase" means the comparison is against the previous quarter.
If they meant last year's corresponding quarter, they should have said "year over year unit increase" or "YOY unit increase".
post #18 of 37

An iPhone is an iPhone. 

 

There's a reason every iPhone that has ever existed has absolutely dominated Consumer Satisfaction reports. 

post #19 of 37
Quote:
Originally Posted by skyzlmt View Post

Hows does 2 gen old model (iPhone 4) being out of stock, indicate brisk sales... what if Apple only made a dozen?

That being said, people buying the older versions are missing out.  LTE makes my phone actually usable now

Because they have daily shipments to each store and if the product is readily available, they obviously are selling more than they expected through the physical stores.  What matters is what the actual numbers are.  The 4S will probably sell damn near 100 Million units in it's lifetime.  Remember, the equivalent SII only sold about 28 Million units.  I suspect that Apple is going to have some major numbers once China Mobile gets signed on to sell Apple iPhones.  HUGE pent up demand there.

post #20 of 37
Quote:
Originally Posted by Slurpy View Post

In all honesty, I'm blown away that Apple still sells the iPhone 4 for $450 tax unlocked. I mean, ****. It's almost a 3 year old phone that can't even run most flagship iOS6 features. But I guess they need to keep the 'perceived value' thing up.

Some people want an inexpensive smartphone with the basic features and that one is a well made product.  Siri isn't something that is a mainstream feature that everyone has gotten used to and uses on a regular basis.  It's one of those "great demo" type features that people have to changed their behavior to get it become mainstream.  Some adopt it sooner than others. I personally, haven't adopted it in the use of my iPad to be a regular feature I use.  I've played around with Siri and Google's Voice search and have found both to be about 50% working.  Neither one works better than the other.

Voice recognition is STILL something that needs further development.  I would be interested to check out IBM's Watson if they wrote an iPhone/iPad app for us to use.

post #21 of 37
Quote:
Originally Posted by Slurpy View Post

In all honesty, I'm blown away that Apple still sells the iPhone 4 for $450 tax unlocked. I mean, damn. It's almost a 3 year old phone that can't even run most flagship iOS6 features.
I'm not trading my iPhone 4 in anytime soon. It still does the majority of what I need it to do as well as I need it to do it. Would I like a little faster Internet? Sure, but it's not my primary browsing device, I just use it to get quick information on the go. This is one of the reasons I hate the 5's 4-inch screen. Mobile phones should be getting smaller, not larger.

But I recognize other people have different needs. Just like not everybody needs the latest features or technology, especially when it means potentially entering into a new two-year contract. And I certainly don't see it as compromising the iPhone experience. It runs OS 6 extremely well. Sure you can't take panoramic photos, or use Siri, but that's what choice is about. I don't know anybody who relies on Siri, but if you want that then its available, for a price. FaceTime over cellular is a nice option too, but if you don't use it, what difference does it make?

Once you make a determination about whether you want LTE or not, most of the rest of the decisions are really about OS 6. You just look at this chart, make your choices and pay accordingly. And not everybody needs the 4S or 5 features. In fact I would say MOST everybody could live without them.

http://support.apple.com/kb/HT5457
post #22 of 37
Quote:
Originally Posted by ifij775 View Post

Sculley? Surely you're not talking about that guy that drove Apple into the ground. No one cares what he has to say, and should go back to selling sugar water.
Chris
Yep that Sculley. Though he did say with Cook being CEO and Jony Ive being the product guy Apple's in good hands. He didn't mention Forstall by name but gave the impression he was pleased with Cook's recent management changes.
post #23 of 37
Quote:
Originally Posted by Mac_128 View Post


I'm not trading my iPhone 4 in anytime soon. It still does the majority of what I need it to do as well as I need it to do it. Would I like a little faster Internet? Sure, but it's not my primary browsing device, I just use it to get quick information on the go. This is one of the reasons I hate the 5's 4-inch screen. Mobile phones should be getting smaller, not larger.
But I recognize other people have different needs. Just like not everybody needs the latest features or technology, especially when it means potentially entering into a new two-year contract. And I certainly don't see it as compromising the iPhone experience. It runs OS 6 extremely well. Sure you can't take panoramic photos, or use Siri, but that's what choice is about. I don't know anybody who relies on Siri, but if you want that then its available, for a price. FaceTime over cellular is a nice option too, but if you don't use it, what difference does it make?
Once you make a determination about whether you want LTE or not, most of the rest of the decisions are really about OS 6. You just look at this chart, make your choices and pay accordingly. And not everybody needs the 4S or 5 features. In fact I would say MOST everybody could live without them.
http://support.apple.com/kb/HT5457

I loved my iP4.  Gave my nearly flawless iP4 to my sister a week ago after using my new iP5 for a month.   I still think it's a great design and I prefer the durability of the glass panels as opposed to the aluminum my iP5 is made from.  However, on the flip side, the thinness and light weight of the iP5 makes the iP4 seems like a brick.

I love the 4" screen.  It's only slightly larger than the iP4 screen, but still a one-hand-use device.  They really did a good job on it.  4G/LTE is great.

 

post #24 of 37
Quote:
Originally Posted by sflocal View Post

I love the 4" screen.  It's only slightly larger than the iP4 screen, but still a one-hand-use device.
Again this is a matter of perspective. I have relatively large hands and I find the 4" screen much less comfortable to use. I have to shift the phone awkwardly in my hand in order to reach the top left with my thumb, when holding in my right hand. It just isn't as easy to use with one hand for some. And, I don't see the added benefit of making that compromise for the minimal amount of added screen space. The extra screen height or width makes absolutely no difference in my use of the phone, and I find the added vertical space just bizarre with some apps. Then there's the fact that it doesn't fit in my jeans like it used to. Again I'm not small, but the phone fits uncomfortably in my front pockets now and does not sit securely in my back pockets, shirt pockets and some jacket pockets. All I'm saying is it's not for everybody.
post #25 of 37
I was thinking about all the trolls, seems a lot better than "modest" ROFL
oh and iPhone4 is sold out!!!! , does that mean its too complicated to manufacture for Apple deliberately keeping inventory low BS, of course not. , oh duh, where are the trolls now, evaporated as usual. that along with Cramer saying that Apple is a buy , just watch the stock test 705 again, just in time for all the fund managers to start their cyscliovcal "Dump and Diss" then "pump and dump" a few weeks later, so they can make their quotas.

DISCLOSURE: I'm Long and accumultate on dips (very oaccasionally sell on highs, buy on dips)
post #26 of 37

 

 

Another "Pump and Dump" insider trader

post #27 of 37
the majority of the Android phones are mainly used for phone calls, text, facebook and maps, that's about all, the web broswer, mobile purchasing and mobile apps belongs to iPhone the internet traffic data proves this. Most Profits follow iOS.
post #28 of 37
Quote:

Originally Posted by skyzlmt View Post
…what if Apple only made a dozen?

 

 

Originally Posted by Tallest Skil View Post
    Obviously not the case.

 

And obviously I exaggerrated to make a point.

 

But honestly.... if they have limited capacity to build phones, and limited people, and more money is made on the iPhone 5....

If I am Apple/Foxconn i am putting my people on making iPhone 5s, letting the 4 inventory levels run a lower.

 

Here comes another of my bad analogies...

Reporter walks into McDonald's and orders a Fish sandwich, and is told they are out of them.  The clerk offers a burger instead.

The next morning, the New York Times reads "McDonald is selling more fish sandwiches than hamburgers."

1wink.gif

post #29 of 37

Breaking news!!!!

 

As Microsoft gears up for a 2013 update to the Xbox platform, we are surprised to see that the original XBOX product is outselling the XBOX 360!

This is based on our channel checks which indicate that when trying to purchase an "classic" Xbox, all retailers indicated they were out of stock!

 

 

Ok, now I am being silly.

post #30 of 37

Breaking news!!!!

 

As Microsoft gears up for a 2013 update to the Xbox platform, we are surprised to see that the original XBOX product is outselling the XBOX 360!

This is based on our channel checks which indicate that when trying to purchase an "classic" Xbox, all retailers indicated they were out of stock which clearly shows a much stronger demand for the 11 yr old original Microsoft gaming platform.

 

 

Ok, now I am being silly.

post #31 of 37

xuseplla, I found it quite funny that I wasn't the one to delete that comment. Just saying. lol.gif

 

Also, one "L".


Edited by Tallest Skil - 12/3/12 at 1:52pm

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #32 of 37
Quote:
Originally Posted by Maestro64 View Post

I am not believing the iPhone 4 is sold out, i think it is the service providers forcing customers to other product when they come in and ask for the free phone, they tell them they have none in hopes they buy one that they actually have to pay for. The Service providers are not pushing apple products they are pushing everything else only when the person demand an Apple product do they give it to you.

 

 

If that the case then fu#k those salesmen. I also notice that every time I go to wireless stores to ask for the iPhone, the salesmen there always try to sell me something different, mostly Samsung phones. I guess because of better commission they get from Samsung. 

post #33 of 37
Quote:
Originally Posted by Mac_128 View Post

I really hope the success of the 4S has more to do with the form factor than the price. Given that it is essentially a smaller version of the 5, running all but one major feature of iOS 6, with a slightly slower processor and lacking only true LTE, I'd like to see an update next year to the A6 and LTE radio, and ultimately focus resources to make it smaller, rather than bigger like the flagship 5, while setting out a clear product line. Drop the 4 next year, move the existing 4S down to the free phone, upgrade the current 4S where it is (4S+), introduce the iPhone 5S. In two years, maybe move the 4S+ down, redesign it making it smaller for the current #2 Spot (5 mini?), and introduce the iPhone 6 flagship. If you want the 4" screen, you pay a premium every year -- you don't just automatically get it for a discount by waiting a year. And really, how is this any different than the declining iPod product line? Different sizes for different needs.

 

right there with ya regarding the 4S... I personnally do not care for the 4" form factor. I like the smaller form factor for jogging etc.

I am curious to see how durable the that case is. My 4S is same as new... its a rock.

 

IMO-

4S+ LTE go with a tad thinner glass ala i5 to lose some weight.

IMO  they are leaving money on the table without a 4.5/5" inch phone(not that I want one but others do).

Hokey religions and ancient weapons are no match for a good blaster by your side, kid.
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Hokey religions and ancient weapons are no match for a good blaster by your side, kid.
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post #34 of 37
Quote:
Originally Posted by quac View Post


If that the case then fu#k those salesmen. I also notice that every time I go to wireless stores to ask for the iPhone, the salesmen there always try to sell me something different, mostly Samsung phones. I guess because of better commission they get from Samsung. 

I think you are right about the Samaung commission. There was a breakdown of their advertising, marketing and sales expenses that showed they were exponentially outspending everyone else, including with sales promotions. Can anyone confirm if and how much Samscum might be paying to individual sales people?
post #35 of 37
Quote:
Originally Posted by FreeRange View Post


I think you are right about the Samaung commission. There was a breakdown of their advertising, marketing and sales expenses that showed they were exponentially outspending everyone else, including with sales promotions. Can anyone confirm if and how much Samscum might be paying to individual sales people?

 

It was one of the original reasons Apple got into retail: they used to be entirely at the mercy of retail salespeople at the big box stores (CompUSA, Best Buy) who would push Windows PCs over Macs. It isn't always about commissions: sometimes it's just the individual preferences (or in some cases, prejudices) of the salespeople.

"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 #36 of 37
Quote:
Originally Posted by Paul94544 View Post

the majority of the Android phones are mainly used for phone calls, text, facebook and maps, that's about all, the web broswer, mobile purchasing and mobile apps belongs to iPhone the internet traffic data proves this. Most Profits follow iOS.

 

You don't really seem to know what you are talking about. People do not decide between iOS and Android according to "I text more or less". There are other factors that are a WAY bigger difference. The OLD iPhone costs as much as one of the most advanced and spread smartphone right now (S3). Anybody who does not like iPhones only because of brand, or other extremely subjective factors, will not hesitate for one second to pick up an android, after comparing what those two phones actually can do.

 

Furthermore I find it hillarious how you basically name 80% of the things that make a phone a smartphone (calls, text, social sites, navigation) and continue with "but apart from that". And of course web browser on a big android screen with full flash support is a much better experience. Mobile purchasing has nothing to do with which OS you have, unless you are stressing that many free Android apps are paid on the Apple store... so yeah, more money is going that way.

 

We need to stop pulling stuff out our behinds in order to convince ourselves that certain things we don't like to hear, don't exist. If you want to argue, focus on the things we are actually winning at and stop make us look like some japanese mad guy found on a remote island who still thinks he's fighting WW2.

 

One of the things that could slow the S3 menace down for example, is the sudden Death syndrome - that somehow seems to appear, right on time for christmas. That is a big issue. Do you really want to buy a phone, not knowing if and why it might just break down and never wake up again, any moment? Or worse, what happens if the guarantee has expired after a year (or is it two years?). This is a big problem for Android's posterchild right now, and they are trying to keep it under wraps by "charming" the customers by exchanging the broken phones immediately, no questions asked. But we will hear more from that!

post #37 of 37

keep dreaming

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