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Apple catches up with iPhone 5s demand, achieves full availability at its stores

post #1 of 34
Thread Starter 
Apple appears to have completely caught up with consumer demand for its flagship iPhone 5s, with a new survey of the company's retail stores finding all models completely in stock at all locations.

Retail
An Apple Store grand opening in October. Credit: AppleInsider reader Ryan.


The research team at investment firm Piper Jaffray has conducted bi-weekly polls of 60 U.S. Apple Stores. They found that as of last week, all models of the iPhone 5s were 100 percent in stock at all locations polled.

That availability even includes unlocked iPhone 5s models, which can be purchased at full unsubsidized pricing starting at $649 for the 16-gigabyte entry-level capacity.

Analyst Gene Munster said the survey shows that supply of the iPhone 5s has improved "dramatically" from just two weeks ago, when only 24 percent of Apple's retail stores were found to have all iPhone models in stock. In contrast, just 8 percent of Apple's stores had full iPhone availability at the start of October.

"We believe Apple has caught up to demand, which we had expected ahead of the core holiday period," Munster wrote. "In reflecting on the supply for the 5S product launch overall, we believe that net-net Apple has done a better job in supplying stores with phones proportional to demand."

Piper Jaffray
Source: Piper Jaffray.


Complete retail availability of the iPhone 5s comes as online shipping times have also improved to just one to three days for all models. Shipping times have expedited quickly, improving from three to five days just a few weeks ago.

Since its launch in September, the iPhone 5s has faced supply constraints as Apple was reportedly affected by low yields of the Touch ID fingerprint sensor. Reports from Apple's supply chain suggested the company was having difficulty ramping up production to its usual levels.

Supply of the iPhone 5s was said to be plentiful over the Black Friday holiday shopping weekend at both Apple's own retail stores, U.S. carrier partners AT&T, Verizon and Sprint, and resellers such as Best Buy and Walmart.

Piper Jaffray has predicted that iPhone sales will grow 16 percent year over year in the current December quarter. Munster has also forecast that iPhone sales in the March 2014 quarter will grow 12 percent.
post #2 of 34
Compared to the iMac fiasco last year, it would seem that Cook and team have done a brilliant job managing the rollouts of the iPhone and the iPad.
post #3 of 34
I knew just from the headline that this would be from Gene Munster. He's about as accurate as DigiTimes. Don't forget he's the one who claimed 3.5-4 million of the 9M iPhone opening weekend sales were 5C "channel fill". And then sites like Business Insider ran with it claiming Apple's "real" sales figures were only 5-6M. Munster is not worthy of space on any Apple news site. 1oyvey.gif
post #4 of 34
Quote:
Originally Posted by Rogifan View Post

I knew just from the headline that this would be from Gene Munster. He's about as accurate as DigiTimes. Don't forget he's the one who claimed 3.5-4 million of the 9M iPhone opening weekend sales were 5C "channel fill". And then sites like Business Insider ran with it claiming Apple's "real" sales figures were only 5-6M. Munster is not worthy of space on any Apple news site. 1oyvey.gif

I don't know... when it comes to store sales, Piper and Munster are the actually on the ground monitoring sales.  Gene's problem is when he needs to extrapolate to world wide sales and costs.   I would take his view of  US physical store sales and inventory as pretty solid.  

post #5 of 34

Not a moment too soon either. It would have been disastrous for them to not have adequate iPhone 5S supply over the holiday season. 

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post #6 of 34
iPhone demand falls as supply outstrips demand. Apple is doomed!!
post #7 of 34
When Apple supply can't meet demand:

"This is just irresponsible!"
"They should have anticipated the exact level of demand and ensured that everyone gets an iPhone!"
"I have to wait a week for an iPhone. This is bullshit. I'm moving to Android."
"No wonder they're losing the market share battle! No one can get iPhones the very second they conceive of possibly thinking about maybe wanting one!"

When Apple supply meets demand:

"Nobody wants iPhones anymore."
"Now everyone has an iPhone. This is bullshit. I'm moving to Android."
"iOS is stale and boring!"
And inexplicably ... "Tim Cook should be fired! He's not an ideas man!"
post #8 of 34

weak demand

/s

 

good news.  Especially since ChinaMobile is probably coming soon

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Apple Purchases last 12 months - iPhone 5S (two), iPhone 6, iPhone 6+ (two), iPadAir, iPadAir2, iPadMini2, AppleTV (two), MacMini, Airport Extreme, iPod Classic.
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post #9 of 34
Quote:
Originally Posted by anantksundaram View Post

Compared to the iMac fiasco last year, it would seem that Cook and team have done a brilliant job managing the rollouts of the iPhone and the iPad.



I'd use a different word for that, but yeah, 'could've been rolled out better'.

I wish them well with the new MP!
Send from my iPhone. Excuse brevity and auto-corrupt.
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Send from my iPhone. Excuse brevity and auto-corrupt.
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post #10 of 34
Quote:
Originally Posted by Quadra 610 View Post

When Apple supply can't meet demand:

"This is just irresponsible!"
"They should have anticipated the exact level of demand and ensured that everyone gets an iPhone!"
"I have to wait a week for an iPhone. This is bullshit. I'm moving to Android."
"No wonder they're losing the market share battle! No one can get iPhones the very second they conceive of possibly thinking about maybe wanting one!"

When Apple supply meets demand:

"Nobody wants iPhones anymore."
"Now everyone has an iPhone. This is bullshit. I'm moving to Android."
"iOS is stale and boring!"
And inexplicably ... "Tim Cook should be fired! He's not an ideas man!"

Add a fifth: "Tim Cook finally may have learned how to do his job and is not bungling this rollout like he did the relatively easy iMac screen lamination fiasco last year. But just to show I don't trust him, I'm going to remind everybody that he's on my watch list for a few more years."
post #11 of 34

As always, wait a little over a month to get the one you want......and get the first batch bugs out of the way.  

post #12 of 34
Quote:
Originally Posted by PhilBoogie View Post




I'd use a different word for that, but yeah, 'could've been rolled out better'.

I wish them well with the new MP!

 

After reading that definition I still would have called it a fiasco.

 

PC strength had been waning considerably at that time and the last thing that Apple needed was to not be able to push out the Macs that had been promised.

 

When your competition is on the ropes it's not the time to go to your corner.

 

At the time, the rollout was a complete failure and I'd say it was embarrassing... but that's my opinion.

Hmmmmmm...
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Hmmmmmm...
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post #13 of 34
Quote:
Originally Posted by Rogifan View Post

I knew just from the headline that this would be from Gene Munster. He's about as accurate as DigiTimes. Don't forget he's the one who claimed 3.5-4 million of the 9M iPhone opening weekend sales were 5C "channel fill". And then sites like Business Insider ran with it claiming Apple's "real" sales figures were only 5-6M. Munster is not worthy of space on any Apple news site. 1oyvey.gif

 

Did anyone ever disprove his numbers concerning channel fill?

Hmmmmmm...
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Hmmmmmm...
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post #14 of 34
I guess I can get my 5S now.
post #15 of 34
Quote:
Originally Posted by jungmark View Post

I guess I can get my 5S now.

Me too.

post #16 of 34
Quote:
Originally Posted by island hermit View Post

After reading that definition I still would have called it a fiasco.

PC strength had been waning considerably at that time and the last thing that Apple needed was to not be able to push out the Macs that had been promised.

When your competition is on the ropes it's not the time to go to your corner.

At the time, the rollout was a complete failure and I'd say it was embarrassing... but that's my opinion.

Tell us WHY the iMac had production problems and maybe your scolding will not seem like such hollow bloviation.
post #17 of 34
Nothing comes without costs. We should all pause a moment to remember those doing dull, repetitive, tedious work on assembly lines far away to make this possible.
post #18 of 34
Originally Posted by Inkling View Post
Nothing comes without costs. We should all pause a moment to remember those doing dull, repetitive, tedious work on assembly lines far away to make this possible.

 

Enough of this BS.

post #19 of 34
Quote:
Originally Posted by Tallest Skil View Post
 

 

Enough of this BS.

"BS," now let me see. Does that mean "Bettering Society," "Beautiful & Sweet" or perhaps something less thoughtful about all those drudging away in those huge factories in China.

 

I can remember, just barely, the dull old days of Eisenhower and the Fifties. The era had its problems, but there was far more civility and far less obsession with bodily secretions back then. Some people, it appears, never get over the trauma of potty training. To their dying day, they're troubled with a potty mouth. Everything is BS this and S___t that. 

 

I guess it beats thinking and learning to express yourself well.

post #20 of 34
Originally Posted by Inkling View Post
perhaps something less thoughtful about all those drudging away in those huge factories in China.

 

So stop buying from Apple, then. You clearly refuse to educate yourself or care about the truth in any capacity, so either be quiet or act on your own “beliefs” and stop being a hypocrite. We’ve been over this in countless threads. Read those. Learn. Then come back and stop spewing nonsense.

post #21 of 34
Quote:
Originally Posted by Flaneur View Post

Add a fifth: "Tim Cook finally may have learned how to do his job and is not bungling this rollout like he did the relatively easy iMac screen lamination fiasco last year. But just to show I don't trust him, I'm going to remind everybody that he's on my watch list for a few more years."

Quote:
Originally Posted by island hermit View Post

After reading that definition I still would have called it a fiasco.

PC strength had been waning considerably at that time and the last thing that Apple needed was to not be able to push out the Macs that had been promised.

When your competition is on the ropes it's not the time to go to your corner.

At the time, the rollout was a complete failure and I'd say it was embarrassing... but that's my opinion.

I ordered my iMac in November and had to wait until January to receive it but I wouldn't call that a fiasco in and of itself. Did they make promises in ship times that weren't met? I seem to recall that my order was delivered within the promised time frame but I honestly can't recall.

I also don't recall any evidence that clearly showed this was a display lamination issue. Why couldn't it be a friction weld issue or even an issue with getting the appropriate components, like Apple having to reject a huge batch of discreet GPUs or display panels from a supplier? If they shipped hundreds of thousands of faulty product that broke down or were sub-quality within weeks or months of being used then I'd call that a fiasco, but not simply because of a delay over what we are used to with Apple products being available almost immediately upon announcement.
Edited by SolipsismX - 12/9/13 at 11:16am

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post #22 of 34
Here is my experience, on the ground and on-line, trying to purchase or locate an iPhone 5S for a store pickup: Went to the local iPhone big box mall store this morning (9 Dec 2013) at 9:45 am. No line of customers and relatively few customers in the sprawling retail space. I expected a real rush of people. I asked a sales associate about the unlocked 5S. The associate says there are none in stock, for the moment. The associate says the lines begin to form daily at 7:00 am and the store opens at 9:00 am, or shortly prior to 9:00 am, to accommodate the customers. Today's inventory was depleted by the time I arrived at 9:45 am. I asked the associate about the online purchase and store pickup option. The associate said that option was disabled for that store, and therefore, not a viable option. So. So, I went home and entered zip codes for various NJ, PA, NY, and DE store areas. My random sample suggested that most stores have disabled the feature to order online and pickup at the store and avoid standing in a long line. Right now, if you want to purchase at a store in my area, then be prepared for the experience.
post #23 of 34
Quote:
Originally Posted by Inkling View Post
 

"BS," now let me see. Does that mean "Bettering Society," "Beautiful & Sweet" or perhaps something less thoughtful about all those drudging away in those huge factories in China.

 

I can remember, just barely, the dull old days of Eisenhower and the Fifties. The era had its problems, but there was far more civility and far less obsession with bodily secretions back then. Some people, it appears, never get over the trauma of potty training. To their dying day, they're troubled with a potty mouth. Everything is BS this and S___t that. 

 

I guess it beats thinking and learning to express yourself well.

 

Odd that you should mention Eisenhower. Apparently, to the best of my knowledge, he swore with the best of them, but in the presence of a woman he would only swear occasionally but it was never erased from his vocabulary completely.

Hmmmmmm...
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Hmmmmmm...
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post #24 of 34
Quote:
Originally Posted by SolipsismX View Post


I ordered my iMac in November and had to wait until January to receive it but I wouldn't call that a fiasco in and of itself. Did they make promises in ship times that weren't met? I seem to recall that my order was delivered within the promised time frame but I honestly can't recall.

I also don't recall any evidence that clearly showed this was a display lamination issue. Why couldn't it be a friction weld issue or even an issue with getting the appropriate components, like Apple having to reject a huge batch of discreet GPUs or display panels from a supplier? If they shipped hundreds of thousands of faulty product that broke down or were sub-quality within weeks or months of being used then I'd call that a fiasco, but not simply because of a delay over what we are used to with Apple products being available almost immediately upon announcement.

No, I don't recall any hard evidence, just some discussion or speculation, maybe from an analyst, that it was the difficult new lamination process. I also thought it might be the friction stir welding. In the list above, I was fitting in with a rhetorical device, so no nuance.

What was objectionable at the time was the glib, easy blaming of Tim Cook's management without knowing the slightest thing about the reasons for the delay, which were bound to be very interesting from the point of view of a gamble on production technique.

Later, TC said he regretted the gap in iMac sales, not because they gambled on an iffy technology, but because they cut off sales of the previous while announcing the new models too early. Calling it a fiasco is way too emotional and moralistic, in my opinion. They'll never trust us with any inside information if we habitually overreact like that. Of course, they may never anyway, but they are planning to be in business "for decades to come."
post #25 of 34
Quote:
Originally Posted by Rogifan View Post

I knew just from the headline that this would be from Gene Munster. He's about as accurate as DigiTimes. Don't forget he's the one who claimed 3.5-4 million of the 9M iPhone opening weekend sales were 5C "channel fill". And then sites like Business Insider ran with it claiming Apple's "real" sales figures were only 5-6M. Munster is not worthy of space on any Apple news site. 1oyvey.gif

Quote:
Originally Posted by island hermit View Post

Did anyone ever disprove his numbers concerning channel fill?

No one knows the true breakdown of 5S and 5C. Only Apple knows that... and they don't share that info.

The thing about Apple is... their products don't sit on the shelf for very long.

Let's say Apple stuffed the channel with 9 million iPhones that opening weekend... but only sold 6 million.

I guarantee that the original launch iPhone stock was depleted by the following Tuesday... with new stock replacing it. And they've been selling ever since.

Sure... maybe they didn't sell 9 million iPhones in exactly 3 days... but they sold a helluva lot. Hell... 9 million in the first week would still be an impressive amount of phones.

Apple sold 47 million iPhones during last year's Holiday quarter. I think they will surpass that this year.
post #26 of 34
Quote:
Originally Posted by Michael Scrip View Post



No one knows the true breakdown of 5S and 5C. Only Apple knows that... and they don't share that info.

The thing about Apple is... their products don't sit on the shelf for very long.

Let's say Apple stuffed the channel with 9 million iPhones that opening weekend... but only sold 6 million.

I guarantee that the original launch iPhone stock was depleted by the following Tuesday... with new stock replacing it. And they've been selling ever since.

Sure... maybe they didn't sell 9 million iPhones in exactly 3 days... but they sold a helluva lot. Hell... 9 million in the first week would still be an impressive amount of phones.

Apple sold 47 million iPhones during last year's Holiday quarter. I think they will surpass that this year.

 

Nobody is disputing that Apple sold a helluva lot of phones in those three days, but, even though I don't care for Gene Munster's analysis all the time, I also don't think that disparaging his character over something that hasn't been proved or disproved is really all that correct.

Hmmmmmm...
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post #27 of 34
Quote:
Originally Posted by island hermit View Post

Did anyone ever disprove his numbers concerning channel fill?
Did he ever prove them? Why should anyone have to disprove a number an analyst pulls out of thin air?
post #28 of 34
Quote:
Originally Posted by island hermit View Post

Nobody is disputing that Apple sold a helluva lot of phones in those three days, but, even though I don't care for Gene Munster's analysis all the time, I also don't think that disparaging his character over something that hasn't been proved or disproved is really all that correct.
Fact is Munster's opening weekend estimate was 6M. When Apple reported 9M he went on TV to say that 9M included "channel fill" and if you strip that out you get closer to his 6M figure. Why should Apple or anyone else have to disprove his number? His "channel fill" figure wasn't some scientific calculation, it was just taking the difference between his estimate and what Apple announced. Funny though, I don't remember him stripping out any "channel fill" from Apple's 5M figure in 2012.
post #29 of 34
Quote:
Originally Posted by Flaneur View Post

No, I don't recall any hard evidence, just some discussion or speculation, maybe from an analyst, that it was the difficult new lamination process. I also thought it might be the friction stir welding. In the list above, I was fitting in with a rhetorical device, so no nuance.

What was objectionable at the time was the glib, easy blaming of Tim Cook's management without knowing the slightest thing about the reasons for the delay, which were bound to be very interesting from the point of view of a gamble on production technique.

Later, TC said he regretted the gap in iMac sales, not because they gambled on an iffy technology, but because they cut off sales of the previous while announcing the new models too early. Calling it a fiasco is way too emotional and moralistic, in my opinion. They'll never trust us with any inside information if we habitually overreact like that. Of course, they may never anyway, but they are planning to be in business "for decades to come."
I think it was some analyst in Bloomberg or Forbes that blamed it on Jony Ive, saying he was getting too ambitious when it comes to manufacturing and Tim Cook needed to reign him in.
post #30 of 34
Quote:
Originally Posted by Rogifan View Post


Did he ever prove them? Why should anyone have to disprove a number an analyst pulls out of thin air?

 

If you are going to say he is wrong then I think you would have to prove that he is wrong.

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post #31 of 34
Quote:
Originally Posted by Rogifan View Post


Fact is Munster's opening weekend estimate was 6M. When Apple reported 9M he went on TV to say that 9M included "channel fill" and if you strip that out you get closer to his 6M figure. Why should Apple or anyone else have to disprove his number? His "channel fill" figure wasn't some scientific calculation, it was just taking the difference between his estimate and what Apple announced. Funny though, I don't remember him stripping out any "channel fill" from Apple's 5M figure in 2012.

 

I don't ever recall Apple saying that Munster was wrong. Therefore there is no need for Apple to prove its numbers or disprove Munster's numbers. If Apple came out and said Munster is flat out wrong then, yes, I'd expect Tim Cook to back up that statement.

 

There wasn't any need to strip out channel fill. The figures were lower than what he predicted.

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post #32 of 34
Quote:
Originally Posted by Rogifan View Post

I think it was some analyst in Bloomberg or Forbes that blamed it on Jony Ive, saying he was getting too ambitious when it comes to manufacturing and Tim Cook needed to reign him in.

Yeah, that was a high water mark for the Axis of Evil Financial Reporting that was at flood stage around that time. They didn't know anything either, as I recall. Correct me if I misremember.
post #33 of 34
If jobs were alive, he would be selling iPhone to not only humans but all monkeys too
post #34 of 34

Yes, I bet numbers will be great this quarter. What are people betting? 55 to 60 million? I bet above 60 million, 6 million Macs, 25 million iPads.

 

But those iPhone numbers could be so much better. Samsung just announced 10 million note 3 sold in 2 months. If you put the s4 together and all other 4.7"+ flagships, how many costumers is Apple not targeting because they do not offer another iPhone line with a bigger screen?

 

What about those that have an iPhone but would prefer a bigger one if they had choice?

 

Let's not be blind, here.

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