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Apple sells out of initial iPhone 5s supply in under 2 days, shipments pushed to October

post #1 of 237
Thread Starter 
Less than two days after Apple began its worldwide rollout of the iPhone 5s, the company's Online Apple Stores in each of the 11 countries participating in the phone's launch are showing stock outs until October.

iPhone 5s Stock
German Online Apple Store.


As of late Saturday, Apple's online storefronts in Australia, Canada, China, France, Germany, Hong Kong, Japan, Puerto Rico, Singapore, the UK and US all show no available inventory for all nine iPhone 5s variations, with delivery dates pushed back into October.

After the iPhone 5s launched on Friday in Australia, supply of the handset was quickly depleted at both online and brick-and-mortar Apple Stores, a trend that continued as sales of the phone rolled out around the world.

The stock outs are in line with prediction from U.S. cellular carriers, some of which signaled on Tuesday that demand may outstrip supply as inventory was said to be "grotesquely" low. AppleInsider was able to verify that a number of carrier stores, like AT&T, received only a limited number of iPhone 5s units, and no gold models.

First to go in each country was the new gold version, stock of which was rumored to be severely constrained prior to launch day. China's iPhone 5s reservation system, meant to dissuade scalpers and manage crowds, foreshadowed the high demand when it opened earlier this week.

The 64GB "Space Gray" iPhone 5s was next to sell out online in a number of countries, with multiple reports coming in saying the model swiftly sold out at physical Apple Stores in the U.S., Canada, Australia, France, the UK, China and Hong Kong. Supply of the silver iPhone 5s, the only color to carry over from the iPhone 5, was last to sell out in many countries, with some still quoting delivery times of 7 to 10 days as late as this morning.

Although it took longer for the iPhone 5s to sell out compared to last year's iPhone 5, a number of factors are in play, including the simultaneous release of the cheaper iPhone 5c. Supply for the 5c is still high, with the Online Apple Store quoting ship-by times within 24 hours.
post #2 of 237
And now we can but wait, dudes. Unless we want that plastic shit.
post #3 of 237

Didn’t sell out in 40 seconds. Apple is doomed.

Originally Posted by Marvin

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post #4 of 237
I checked them out at the apple store yesterday. I'll admit it -- I like the 5c design better than the 5s. It feels so solid.

I'm still going with the 5s though. The new camera and fingerprint win for me.
post #5 of 237
Our store sold the last 5S yesterday afternoon, more in two days than Galaxy S4's in two months.
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Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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post #6 of 237
Quote:
Originally Posted by jakeb View Post

I checked them out at the apple store yesterday. I'll admit it -- I like the 5c design better than the 5s. It feels so solid.

I'm still going with the 5s though. The new camera and fingerprint win for me.

Once you get one in someone's hand and explain they do more than the 5 at a lower price, without compromising on memory, then people will usually go for it.
Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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post #7 of 237

Selling out of the 5s is good, but it looks like inventory was very low.  I am pretty confident Apple made a huge amount of 5c so if they were to run out it would be big.  

 

I dont think there is any way to guess how many they sold over the weekend, it could below or above last year number of 5 millions.  There is only one thing I am sure of, the stock will move big on monday and this is why I played both sides for that news. I did an option straddle at 2 different expiration dates. The short side is on the weekly and the long side is in April 2014.

 

I have been lucky in the past months. Bought at $420, sold all at $502 at iphone 5s launch.  Bought at $470 and $455 and sold last week at $475. My play for next week is an option straddle and I plan to ride the stock for the ipads later.


Edited by herbapou - 9/22/13 at 8:50am
post #8 of 237
Quote:
Originally Posted by herbapou View Post

Selling out of the 5s is good, but it looks like inventory was very low.  I am pretty confident Apple made a huge amount of 5c so if they were to run out it would be big.  

I dont think there is any way to guess how many they sold over the weekend, it could below or above last year number of 5 millions.  There is only one thing I am sure of, the stock will move big on monday and this is why I played both sides for that news. I did an option straddle.

We had a lot more 5S than we had 5's at launch.

Biggest sale days ever.
Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
Reply
Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
Reply
post #9 of 237
Does this mean that my order for two Space Grey 32gb models that I made yesterday at 12:15am will be on hold until October? I never received a ship date via email.
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post #10 of 237
Quote:
Originally Posted by herbapou View Post

Selling out of the 5s is good, but it looks like inventory was very low.  I am pretty confident Apple made a huge amount of 5c so if they were to run out it would be big.  

I dont think there is any way to guess how many they sold over the weekend, it could below or above last year number of 5 millions.  There is only one thing I am sure of, the stock will move big on monday and this is why I played both sides for that news. I did an option straddle at 2 different expiration dates. The short side is on the weekly and the long side is in April 2014.

I have been lucky in the past months. Bought at $420, sold all at $502 at iphone 5 launch.  Bought at $470 and $455 and sold last week at $475. My play for next week is an option straddle and I plan to ride the stock for the ipads later.

Isn't it this type of investment behavior that results in me having to read endless posts about stock manipulation?
post #11 of 237
Quote:
Originally Posted by Tony1 View Post

Does this mean that my order for two Space Grey 32gb models that I made yesterday at 12:15am will be on hold until October? I never received a ship date via email.
Yes, you'll get them just after my Space Grey 32gb models which I ordered just before you. I was told 4 weeks. Sorry.
post #12 of 237
If 7 million iPhones aren't sold over the weekend, Apple shareholders are going to get totally reamed. Wall Street's expectations of Apple are impossible to beat. Everything that Apple does is going to be tossed aside based on overall declining market share when compared to all of Android market share. The hedge fund managers are total jackasses because all they see is Android running away with market share in China and India. It's just incredible how narrow-minded those big investors are. Apple is going to make a fortune over the Christmas holidays but shareholders aren't going to get a thing out of it as Apple's share price continues to get beat up.
post #13 of 237
Quote:
Originally Posted by paxman View Post


Yes, you'll get them just after my Space Grey 32gb models which I ordered just before you. I was told 4 weeks. Sorry.

 

I guess I should feel pretty lucky then... ordering at 12:03 am made all the difference.  My card was charged earlier this afternoon and my order status just updated...

 

 

post #14 of 237
Apple had stock that Wall Street didn't short? Amazing.
post #15 of 237
i ordered two 5s within the first few minutes of the online store reopening friday. then friday about noon i was driving by an apple store and decided to just check for the heck of it. within an hour i was walking out with two unlocked gray 5s. great luck for me ... i got exactly what i wanted and at least a week earlier than i had planned.

love this device. the fingerprint sensor is incredibly useful. click the home button once to light it up, then just leave your finger there for it to read the print and unlock. great for when i'm driving (i kid). the camera is awesome. can't wait to see what developers do with the 64-bit processor. and, get this, it *makes calls*. loving ios 7, audio facetime, et cetera.

edit: as philboogie points out ... i should have mentioned in the original post that i canceled my online order right after walking out the door with the new phones, freeing up a couple more devices for online orders.
Edited by Pooch - 9/22/13 at 1:42pm
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post #16 of 237
Quote:
Originally Posted by Constable Odo View Post

If 7 million iPhones aren't sold over the weekend, Apple shareholders are going to get totally reamed. Wall Street's expectations of Apple are impossible to beat. Everything that Apple does is going to be tossed aside based on overall declining market share when compared to all of Android market share. The hedge fund managers are total jackasses because all they see is Android running away with market share in China and India. It's just incredible how narrow-minded those big investors are. Apple is going to make a fortune over the Christmas holidays but shareholders aren't going to get a thing out of it as Apple's share price continues to get beat up.

 

7 million would be the number... considering that China was included in the launch this time. That would equal last year's launch of the 5.

 

It would signal no growth over last year... but at least it wouldn't signal negative growth.

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post #17 of 237
Quote:
Originally Posted by island hermit View Post
 

 

7 million would be the number... considering that China was included in the launch this time. That would equal last year's launch of the 5.

 

It would signal no growth over last year... but at least it wouldn't signal negative growth.

 

no, 7 million would be 40% growth over last year. i know what you mean - you mean apples to apples due to sub-markets release timing. but if Apple makes a deal with China Mobile soon, as expected, that throws last year out completely as any basis for such comparison.

 
more is more.
post #18 of 237
Quote:
Originally Posted by TRC2k13 View Post
 

 

I guess I should feel pretty lucky then... ordering at 12:03 am made all the difference.  My card was charged earlier this afternoon and my order status just updated...

 

 

 

If you look, it shows your dock has shipped, not your phone. I'm in the same boat, as my order shows my cases shipped and will arrive on Monday, but phone itself still shows Preparing for Shipment like yours, with estimated delivery between 9/27-10/01.

 

Also, for those looking to track their orders as soon as possible, mine shipped via FedEx, not UPS, so it appears Apple is once again using both carriers, and the reference number was the phone number I used as Shipping/Billing info, not the cell phone number as it has been in the past.

post #19 of 237

so when are the pundits and analysts going to realize Touch ID is a genuine "killer feature" that has just iced the sales of high-end Android phones?

 

Monday?

post #20 of 237
Quote:
Originally Posted by Alfiejr View Post
 

 

no, 7 million would be 40% growth over last year. i know what you mean - you mean apples to apples due to sub-markets release timing. but if Apple makes a deal with China Mobile soon, as expected, that throws last year out completely as any basis for such comparison.

 
more is more.

 

That doesn't fly. You have to include all totals, including when the 5 was released in China. As much as you'd like the markets to ignore facts, they won't.

 
The main word in your statement about China Mobile is "if".
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post #21 of 237
I stood in line yesterday and bought my 5S directly from my apple store. Best smartphone I've ever owned.

Today there were still lines of people waiting for 5S.

Here are my quick observations:

There was very little interest in the 5C except from children.

The 5C looked and felt like plastic. Not my cup of tea and that was a major negative point from other adults I talked to at the store.

Most 5C that actually sold (and even the Apple employees admitted it was a slow seller at the store) were parents buying for kids. Some parents opted to buy their kids 5S instead though.

Anyway all that to say. The 5S is an amazing smartphone the most innovative small device I've ever used. Use touch ID a few times and you'll feel the magic I'm talking about. But the 5C on the other hand. Still a head scratcher in my book.

It's not helping Apple's image. It doesn't look that great. And it's not selling well. It may be selling better than last years 4S but that's not saying much IMO.
post #22 of 237
Quote:
Originally Posted by island hermit View Post
 

 

That doesn't fly. You have to include all totals, including when the 5 was released in China. As much as you'd like the markets to ignore facts, they won't.

 
The main word in your statement about China Mobile is "if".

 

no. you're making an "adjustment." but what matters in fact is the total sold in any given time period, period. for your adjustment to be valid, total sales would have to drop accordingly in the future (how long was the delay in the China sales start for iPhone 5? i dunno).

 
either the 5s/c sell more in the last quarter of the year + 10 days of September than the same period of last year (or the same number of days after launch), or they don't. more is more (or less is less).
post #23 of 237
Quote:
Originally Posted by Alfiejr View Post
 

 

no. you're making an "adjustment." but what matters in fact is the total sold in any given time period, period. for your adjustment to be valid, total sales would have to drop accordingly in the future (how long was the delay in the China sales start for iPhone 5? i dunno).

 
either the 5s/c sell more in the last quarter of the year + 10 days of September than the same period of last year (or the same number of days after launch), or they don't. more is more (or less is less).

 

If you say so.

 

btw - for anyone that actually wants to know... the adjustment was already there... when Apple increased the number of countries for release. That adjustment is always included in the mix. [ see paragraph below for an explanation of what I am saying ]

 

[ It might look good on the books but analysts will consider all factors... and it will weigh on the stock price... that's what I am talking about... not the number itself... but the number with all factors considered to judge the stock outlook ] 


Edited by island hermit - 9/21/13 at 10:23pm
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post #24 of 237
Quote:
Originally Posted by blackbook View Post

I stood in line yesterday and bought my 5S directly from my apple store. Best smartphone I've ever owned.

Today there were still lines of people waiting for 5S.

Here are my quick observations:

There was very little interest in the 5C except from children.

The 5C looked and felt like plastic. Not my cup of tea and that was a major negative point from other adults I talked to at the store.

Most 5C that actually sold (and even the Apple employees admitted it was a slow seller at the store) were parents buying for kids. Some parents opted to buy their kids 5S instead though.

Anyway all that to say. The 5S is an amazing smartphone the most innovative small device I've ever used. Use touch ID a few times and you'll feel the magic I'm talking about. But the 5C on the other hand. Still a head scratcher in my book.

It's not helping Apple's image. It doesn't look that great. And it's not selling well. It may be selling better than last years 4S but that's not saying much IMO.

 

Apple probably figured a fresh look version of the iP 5 would sell somewhat better than just the same old thing. and normally that would be true.

 
what may not be normal is the 5s might be a real sensation.
post #25 of 237
Quote:
Originally Posted by hill60 View Post

We had a lot more 5S than we had 5's at launch.

Biggest sale days ever.

That's an interesting statement. So supply of the 5s may not have been that grotesquely low, so much as demand being grotesquely high. China getting a week's shot at the stock might have made a huge difference, in spite of the analysts being certain that even the 5c was too expensive for the Asian market, particularly the China market.

It might mean that while Apple could have sold a lot more of the more expensive 5s, they may, instead, end up selling a lot more of the higher margin 5c. Maybe this was their plan all along...?

Velly creaver, these Chinese from Cupertino...
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #26 of 237
Quote:
Originally Posted by island hermit View Post
 

 

If you say so.

 

btw - for anyone that actually wants to know... the adjustment was already there... when Apple increased the number of countries for release. That adjustment is always included in the mix.

 

of course. wider distribution should increase sales per time period if nothing else changed. the long term test is does it also increase the sales rate everywhere absolutely. we'll see.

 
what is really happening at the moment tho is they are selling every unit the factories can crank out, plus what they could inventory in advance. that's a different factor. every company would like to have that problem.
post #27 of 237
Quote:
Originally Posted by hill60 View Post

We had a lot more 5S than we had 5's at launch.

Biggest sale days ever.

 

... but the gold model was low... right? Not all models?

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post #28 of 237
Quote:
Originally Posted by island hermit View Post
 

 

... but the gold model was low... right? Not all models?

 

don't understand the question.

post #29 of 237
Quote:
Originally Posted by blackbook View Post

I stood in line yesterday and bought my 5S directly from my apple store. Best smartphone I've ever owned.

Today there were still lines of people waiting for 5S.

Here are my quick observations:

There was very little interest in the 5C except from children.

The 5C looked and felt like plastic. Not my cup of tea and that was a major negative point from other adults I talked to at the store.

Most 5C that actually sold (and even the Apple employees admitted it was a slow seller at the store) were parents buying for kids. Some parents opted to buy their kids 5S instead though.

Anyway all that to say. The 5S is an amazing smartphone the most innovative small device I've ever used. Use touch ID a few times and you'll feel the magic I'm talking about. But the 5C on the other hand. Still a head scratcher in my book.

It's not helping Apple's image. It doesn't look that great. And it's not selling well. It may be selling better than last years 4S but that's not saying much IMO.

Quote:
Originally Posted by Alfiejr View Post

Apple probably figured a fresh look version of the iP 5 would sell somewhat better than just the same old thing. and normally that would be true.
 
what may not be normal is the 5s might be a real sensation.

Thanks for the observations. Very well said. I think the younger set and up through high school and even some college may be the market for the 5c. Now, have a couple companies release game controllers for the 5c and a couple really HOT games get released in the next 2-3 months and Apple may end up eating Samsung's lunch and toasting the rest of the Android smart phones' marsh mellows between now and the end of December.

The 5c makes the Google MotoMo color palette look sickly by comparison.
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #30 of 237
Quote:
Originally Posted by island hermit View Post

That doesn't fly. You have to include all totals, including when the 5 was released in China. As much as you'd like the markets to ignore facts, they won't.
 
The main word in your statement about China Mobile is "if".

No, the China Mobil deal is done, wrapped up and finalized. It will be a slow rollout due to an on-going update of the higher speed infrastructure between now and the end of the year.
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #31 of 237
Quote:
Originally Posted by Doctor David View Post


Isn't it this type of investment behavior that results in me having to read endless posts about stock manipulation?

 

Exactly. 

post #32 of 237
The 5C is not for people who want to spend $199 on a phone. The question is, "How many folks who will only spend $99 will buy the 5C?" My guess is plenty. And more than who would buy the 5 at $99. Combined with better margins on the 5C, it will be a major win for Apple.
post #33 of 237
Quote:
Originally Posted by Constable Odo View Post

If 7 million iPhones aren't sold over the weekend, Apple shareholders are going to get totally reamed. Wall Street's expectations of Apple are impossible to beat. Everything that Apple does is going to be tossed aside based on overall declining market share when compared to all of Android market share. The hedge fund managers are total jackasses because all they see is Android running away with market share in China and India. It's just incredible how narrow-minded those big investors are. Apple is going to make a fortune over the Christmas holidays but shareholders aren't going to get a thing out of it as Apple's share price continues to get beat up.

 

zzzzzzzz

post #34 of 237
So, who was the genius that shorted Apple stock the other week?
post #35 of 237

5c demand totally opposite 5s. 5c in US. CN, HK, AU, SG, UK, DE, all within 24 hours, both not sold on the JP online store for some reason (shows phones and links you to the main Apple site product pages). Countries that don't have the 5s or 5c yet, don't even have the iPhone 5 anymore, only 4S.

 

Edit: Some peeps happy with their 5c, cool:

http://www.reddit.com/r/apple/comments/1muabp/any_other_5c_users_happy_with_their_buy/


Edited by murman - 9/22/13 at 1:03am
post #36 of 237
Quote:
Originally Posted by blackbook View Post

I stood in line yesterday and bought my 5S directly from my apple store. Best smartphone I've ever owned.

Today there were still lines of people waiting for 5S.

Here are my quick observations:

There was very little interest in the 5C except from children.

The 5C looked and felt like plastic. Not my cup of tea and that was a major negative point from other adults I talked to at the store.

Most 5C that actually sold (and even the Apple employees admitted it was a slow seller at the store) were parents buying for kids. Some parents opted to buy their kids 5S instead though.

Anyway all that to say. The 5S is an amazing smartphone the most innovative small device I've ever used. Use touch ID a few times and you'll feel the magic I'm talking about. But the 5C on the other hand. Still a head scratcher in my book.

It's not helping Apple's image. It doesn't look that great. And it's not selling well. It may be selling better than last years 4S but that's not saying much IMO.

 

Yeah I suspect the 5C is going to turn out to be a flop unfortunately, its neither here nor there, it should of been cheaper, then maybe it would have a market.

post #37 of 237
Quote:
Originally Posted by hill60 View Post

Our store sold the last 5S yesterday afternoon, more in two days than Galaxy S4's in two months.

 

 

Quote:
Originally Posted by hill60 View Post


We had a lot more 5S than we had 5's at launch.

Biggest sale days ever.

 

 

Quote:
Originally Posted by blackbook View Post

I stood in line yesterday and bought my 5S directly from my apple store. Best smartphone I've ever owned.

Today there were still lines of people waiting for 5S.

Here are my quick observations:

There was very little interest in the 5C except from children.
 

 

 

Quote:
Originally Posted by currentinterest View Post

The 5C is not for people who want to spend $199 on a phone. The question is, "How many folks who will only spend $99 will buy the 5C?" My guess is plenty. And more than who would buy the 5 at $99. Combined with better margins on the 5C, it will be a major win for Apple.

 

Hey folks, it's 5s, not 5S. 5c, not 5C. This matters, particularly for those selling them. :)

 

Looking around the internet, it's surprising how much tech pundits have the names of the new iPhones wrong.

post #38 of 237
Originally Posted by StruckPaper View Post

Hey folks, it's 5s, not 5S. 5c, not 5C. This matters, particularly for those selling them. :)

 

Looking around the internet, it's surprising how much tech pundits have the names of the new iPhones wrong.

 

Screw that. 5C. 5S. I’m not typing idiotic capitalizations. What happens if I need to make it plural? 

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #39 of 237

The UK Apple stores are completely out and there was never any stock online (it started as dispatch in 7-10 working days from China). However, it seems that the carriers still have some stock left if you're willing to sign up to a new contract.

post #40 of 237

Hard to figure out # with so many countries launching at same time. One thing is certain Apple has to substantially beat last years number by sat least 2 million as they need the sales for this quarter. Stay tuned for Mondays announcement.

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