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Apple's Q2 iPhone sales boom, carry declining iPad performance

post #1 of 65
Thread Starter 
During its quarterly conference call for the second quarter of 2014 on Wednesday, Apple announced huge growth for its iPhone lineup, while iPad sales were

iphone-5s-features-20130910.jpg


For iPhone, Apple hit 43.7 million iPhones worldwide, up from 37.4 million unit sales in the same period from 2013. The 6.3 million uptick represents growth of 17 percent year-over-year.

"We're very proud of our quarterly results, especially our strong iPhone sales and record revenue from services," Apple CEO Tim Cook said in a statement. "We're eagerly looking forward to introducing more new products and services that only Apple could bring to market."

Apple CFO Luca Maestri went over the specifics, noting that sales performance from the iPhone 5s, 5c and 4S were at all-time highs compared to their predecessors. Driving a large portion of iPhone growth were developing markets. In particular, more than 85 percent of iPhone 4S and 69 percent of iPhone 5c buyers were new to the platform.

Maestri noted that China Mobile, the world's largest cellular carrier by subscribership, was especially helpful in the low end. Greater China sales of the iPhone 4S hit an all time high in quarter two as the halo iPhone 5s helped attract new customers. In Japan, Cook pointed out that iPhone now has a 55 percent marketshare.

Both India and Vietnam, two burgeoning markets, doubled overall iPhone sales, while Brazil, Poland, Turkey and others saw double-digit growth year-over-year. Cook said BRIC countries (Brazil, Russia, India and China) clocked in with best-ever sales, illustrating the iPhone's growth potential in key developing regions.

As for iPads, Cook still believes tablets will quickly replace PCs, noting unit sales were at the "high end" of its own guidance but lower than analyst expectations.

Looking at the numbers, Apple sold 16.35 million iPads over the quarter, down substantially from 19.48 million in the year ago quarter. Maestri saw the decrease as a nominal change, which equates to a 3 percent decline due to channel inventory fluctuations.

"iPad has been the fastest growing product in Apple's history," Cook said, noting over 200 million units have been sold in only three years. The growth is substantially greater than iPod and even the iPhone over the same time period. "It's important to put that into perspective, we've come a long way very quickly."

Later in the call, Cook reiterated channel inventory guidance may be to blame for inflated Street expectations. Pointing out a 95 percent share of America's education tablet market, high user engagement and other growth factors, Cook said iPad is performing very well.

"I'm very bullish on iPad," he said.
post #2 of 65
iPads are going to be just fine.
post #3 of 65
Apple can continue thinking tablets will replace PCs, but my iPad can't restore it'self without my PC to download the IPSW for restoration.

As to declining iPad sales, this is the same trend we should expect as consumers begin holding onto iPhones longer with this last iPhone 5/5S generation, as carriers move customers to the off contract model plans.
post #4 of 65
Tim Cook mentioned it, and looking at numbers, I'd agree... Probably the biggest reason iPad sales appeared to "decrease" year on year was the late timing of the new Mini release last year. Had it not been late, the "typical" seasonal slump of last year's quarter would have meant the sales were flat or slightly better this year. The late release 'artificially' increased 2nd quarter sales last year. Without such a late release, this year's numbers wouldn't have had a big fall off.

There may still be a slump in overall tablet sales, but nothing as significant as it appears with the raw numbers...
post #5 of 65

"Apple hit 43.7 million iPhones worldwide, up from 37.4 million unit sales in the same period from 2013."

 

In other news, Samsung saw sales decline by 6 Million units as Verizon was forced to offer fire sales on the S5 only a week after it was announced.

 

Samsung/Google were unavailable for comment. 

post #6 of 65
Quote:
Originally Posted by 512ke View Post

In other news, Samsung saw sales decline by 6 Million units as Verizon was forced to offer fire sales on the S5 only a week after it was announced.

Samsung/Google were unavailable for comment. 

I got quite the chuckle out if the "PRE-ORDER the Galaxy S5 now for $199.99, and Buy One, Get One Free!" ads that Verizon had going on every commercial break.
post #7 of 65
Quote:
Originally Posted by sestewart View Post

Apple can continue thinking tablets will replace PCs, but my iPad can't restore it'self without my PC to download the IPSW for restoration.

As to declining iPad sales, this is the same trend we should expect as consumers begin holding onto iPhones longer with this last iPhone 5/5S generation, as carriers move customers to the off contract model plans.

1) PCs can't restore themselves without access to a restore disk or disk image either. It's true iOS devices currently needs iTunes for grabbing the IPSW for a restore but there is no reason why that has to be always be the case. Apple could, if they wanted to, use the same techniques for booting the Mac into a recovery mode to download the installation files without needing to plug it into iTunes first. I don't think that will happen for a variety of reasons but they could do it.

2) The iPad has already replaced the "PC" for a large number of people and has supplemented "PC" use by an even greater number. This happened its first quarter on the market and grew so fast that it exceeded the iPhone's growth rate. Has it plateaued? Absolutely, but that's a testament to how quickly it has been adopted, not a sign of flash-in-the-pan success. Everyone I know with an iPad loves it and uses it daily but they also have no desire to upgrade it annually like a smartphone (which are subsidized here in the US) or plans to stop using it. Even the iPad 2 is still a very capable device. The iPad also has an ARP in range of the average WinPC, is responsible for the significant drop in WinPC sales, and outsells any WinPC vendor which makes it success, not a failure. If you buy an iPad to replace one task your "PC" did then it's replacing that WinPC. This notion of the "PC" needing to be dropped in a bin for the iPad can be seen as replacing tasks previously done on a 'PC" is ridiculous.

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post #8 of 65
Quote:
Originally Posted by sestewart View Post

Apple can continue thinking tablets will replace PCs, but my iPad can't restore it'self without my PC to download the IPSW for restoration.

As to declining iPad sales, this is the same trend we should expect as consumers begin holding onto iPhones longer with this last iPhone 5/5S generation, as carriers move customers to the off contract model plans.

How would carrier contracts for iPhones affect iPad sales?

As Cook pointed out in the call some of the contracts are designed to have larger churn, and the US is only 30% of the business.
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post #9 of 65
Quote:
Originally Posted by sestewart View Post

Apple can continue thinking tablets will replace PCs, but my iPad can't restore it'self without my PC to download the IPSW for restoration.

As to declining iPad sales, this is the same trend we should expect as consumers begin holding onto iPhones longer with this last iPhone 5/5S generation, as carriers move customers to the off contract model plans.

Many folks use a PC to check email and surf the interwebs. The iPad can replace the PC for them.

----

Where are the posters demanding a cheap iPhone? The 4S is the entry level iPhone.
post #10 of 65
Quote:
Originally Posted by tribalogical View Post

Tim Cook mentioned it, and looking at numbers, I'd agree... Probably the biggest reason iPad sales appeared to "decrease" year on year was the late timing of the new Mini release last year. Had it not been late, the "typical" seasonal slump of last year's quarter would have meant the sales were flat or slightly better this year. The late release 'artificially' increased 2nd quarter sales last year. Without such a late release, this year's numbers wouldn't have had a big fall off.

There may still be a slump in overall tablet sales, but nothing as significant as it appears with the raw numbers...

He said sell through was -3%.

And now can we all put to bed the meme that Apple report sales while everybody else reports shipments? Thanks.
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post #11 of 65

The average person isn't replacing their iPad every year.

 

It's a well built item that lasts for years and years. My mother still uses an iPad 2, and she will probably still be using it a few years from now. The average person doesn't care about specs or having the newest and latest device, especially if they are 100% satisfied with what they currently have, and it gets the job done.

 

The iPad is more like an appliance than a computer device, an appliance that's built well and will last for a long time.

 

New iPad models will eventually be coming out, and I'd like to see Touch ID on all iPads, and I'd also love to see an iPad Pro, that spares no expense, has a larger screen and will be the premium iPad model from Apple, with a price tag to match.

post #12 of 65
Quote:
Originally Posted by sestewart View Post

Apple can continue thinking tablets will replace PCs, but my iPad can't restore it'self without my PC to download the IPSW for restoration.

As to declining iPad sales, this is the same trend we should expect as consumers begin holding onto iPhones longer with this last iPhone 5/5S generation, as carriers move customers to the off contract model plans.

interesting prediction. So you see a shift from getting a new iPhone every 1 to 2 years to people buying insurance to make their phones last?

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post #13 of 65
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Originally Posted by asdasd View Post

He said sell through was -3%.

And now can we all put to bed the meme that Apple report sales while everybody else reports shipments? Thanks.

No, we can't because it's true. Apple does report sell through. They've stated that many times. The problem is that they also report units in the channel. As they pull those down, we can get a discrepancy between actual sell through and total sales to the channel. The analysts didn't seem to understand the distinction, and so Apple just cleared that up. It's likely that in the future, they will be clearer on this point.
post #14 of 65
Quote:
Originally Posted by asdasd View Post

And now can we all put to bed the meme that Apple report sales while everybody else reports shipments? Thanks.

Partly. Apple reports sales that it can track, and not inventory in the channel as many others do.

 

Sales at Apple stores or Apple's online store are actual sales. Shipments to reseller stores are, I believe, counted as sales. Shipments to distributors (Ingram, etc) are NOT sales. 

 

So I think that iPhones on a boat or in a warehouse are not yet "sold". The ones, say, at your local Verizon store are "sold".

post #15 of 65
Quote:
Originally Posted by melgross View Post

No, we can't because it's true. Apple does report sell through. They've stated that many times. The problem is that they also report units in the channel. As they pull those down, we can get a discrepancy between actual sell through and total sales to the channel. The analysts didn't seem to understand the distinction, and so Apple just cleared that up. It's likely that in the future, they will be clearer on this point.

The main headline sales stats reported in the headlines are to channel. They mention sell-through in the comments or Q&A when it's useful to them ( for instance the iPad this Q but not the iPhone. ).
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post #16 of 65
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Originally Posted by AppleInsider View Post

...Cook still believes tablets will quickly replace PCs...

Obviously not ALL PCs. I think what he meant here is that a lot of PCs due for replacement are being replaced with iPads, and some with new PCs.

 

The decline in the PC market bears this out.

post #17 of 65
Quote:
Originally Posted by Apple ][ View Post
 

The average person isn't replacing their iPad every year.

 

It's a well built item that lasts for years and years. My mother still uses an iPad 2, and she will probably still be using it a few years from now. The average person doesn't care about specs or having the newest and latest device, especially if they are 100% satisfied with what they currently have, and it gets the job done.

 

The iPad is more like an appliance than a computer device, an appliance that's built well and will last for a long time.

 

New iPad models will eventually be coming out, and I'd like to see Touch ID on all iPads, and I'd also love to see an iPad Pro, that spares no expense, has a larger screen and will be the premium iPad model from Apple, with a price tag to match.

you are right. I don't see why an iPad would get replaced any more often than a PC.

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Originally Posted by starbird73 View Post
 
Quote:
Originally Posted by 512ke View Post

In other news, Samsung saw sales decline by 6 Million units as Verizon was forced to offer fire sales on the S5 only a week after it was announced.

Samsung/Google were unavailable for comment. 

I got quite the chuckle out if the "PRE-ORDER the Galaxy S5 now for $199.99, and Buy One, Get One Free!" ads that Verizon had going on every commercial break.

seems not too long ago people were criticizing the iPhone for being "stale"... now it's Samsung's turn.   to them I say, "just you wait... Samsung is just pacing themselves, all that will change AFTER Google revamps of the Android UI (again) or Apple brings out something new".  Then Samsung will have "its" next big thing, one year after that happens. 

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post #18 of 65
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Originally Posted by plovell View Post

Partly. Apple reports sales that it can track, and not inventory in the channel as many others do.

Sales at Apple stores or Apple's online store are actual sales. Shipments to reseller stores are, I believe, counted as sales. Shipments to distributors (Ingram, etc) are NOT sales. 

So I think that iPhones on a boat or in a warehouse are not yet "sold". The ones, say, at your local Verizon store are "sold".

Not sure about that. My first job was in Apple cork as an intern back when it was a manufacturing hub and they were definitely trying to ship stuff as much as possible towards the end of the quarter. When shipped it can be invoiced and when invoiced it can be reported in that Q's sales. Reporting mechanisms may have changed though.
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post #19 of 65
Quote:
Originally Posted by asdasd View Post


Not sure about that. My first job was in Apple cork as an intern back when it was a manufacturing hub and they were definitely trying to ship stuff as much as possible towards the end of the quarter. When shipped it can be invoiced and when invoiced it can be reported in that Q's sales. Reporting mechanisms may have changed though.

That could be so for Ireland. But that reporting of "sales" would from the manufacturing company to the sales company which, in Ireland, is separate. But I will admit to not knowing the answer in the case of Apple International. I know it's not the same as for the U.S. but I am not sure how different.

post #20 of 65
Quote:
Originally Posted by plovell View Post

Obviously not ALL PCs. I think what he meant here is that a lot of PCs due for replacement are being replaced with iPads, and some with new PCs.

The decline in the PC market bears this out.

Agreed, or a household can get by with just one PC versus several.
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post #21 of 65
Quote:
Originally Posted by snova View Post

seems not too long ago people were criticizing the iPhone for being "stale"... now it's Samsung's turn.   to them I say, "just you wait... Samsung is just pacing themselves, all that will change AFTER Google revamps of the Android UI (again) or Apple brings out something new".  Then Samsung will have "its" next big thing, one year after that happens. 

What makes you think that Google is going to revamp the UI? And you haven't been paying attention, quite a few websites have called the SGS 5 a 'meh' update.
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post #22 of 65
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Originally Posted by dasanman69 View Post

What makes you think that Google is going to revamp the UI? And you haven't been paying attention, quite a few websites have called the SGS 5 a 'meh' update.

The New Your Times compared the new SGS5 to the seven-month-old 5s and found the Samsung product was inferior using every metric they used to compare the two. This from a publication that has never shown Apple any love.

The only industry that loves Samsung is the Advertising industry who have been blessed with tens of Billion of dollars of Samsung's spending.
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post #23 of 65
Quote:
Originally Posted by Macky the Macky View Post
The only industry that loves Samsung is the Advertising industry who have been blessed with tens of Billion of dollars of Samsung's spending.

Yep. From Reuters

http://www.reuters.com/article/2013/11/27/us-samsung-marketing-idUSBRE9AQ18720131127

 

"Samsung Electronics Co is expected to spend around $14 billion - more than Iceland's GDP - on advertising and marketing this year..."

 

Now, this isn't all on smartphones, but that does make up a large part of it. 

 

And it may also be a factor in the fawning press coverage Samsung receives in some publications. 

post #24 of 65
Quote:
Originally Posted by SolipsismX View Post

Everyone I know with an iPad loves it and uses it daily but they also have no desire to upgrade it annually like a smartphone (which are subsidized here in the US) or plans to stop using it. Even the iPad 2 is still a very capable device.
Indeed. And this goes a long way to understanding why iPad sales may have plateaued, as you also said. You do not need a new one very often. Addionally, each of those iPad owners are loyal Apple customers who will be buying a new iPad eventually, as the device is a reliable and pragmatic tool that lasts. However, it has replaced traditional PCs in the sense that you only need a computer now to do the few things an iPad cannot; namely backing up and restore functions through iTunes and the infamous internet media download that iOS continues to handicap. But, if you still have your old (barely functionable PC), this is all you would need it for - your iPad can do everything else you would need for daily use. This is the attraction.
post #25 of 65
Quote:
Originally Posted by FlashFan207 View Post


Indeed. And this goes a long way to understanding why iPad sales may have plateaued, as you also said. You do not need a new one very often. Addionally, each of those iPad owners are loyal Apple customers who will be buying a new iPad eventually, as the device is a reliable and pragmatic tool that lasts. However, it has replaced traditional PCs in the sense that you only need a computer now to do the few things an iPad cannot; namely backing up and restore functions through iTunes and the infamous internet media download that iOS continues to handicap. But, if you still have your old (barely functionable PC), this is all you would need it for - your iPad can do everything else you would need for daily use. This is the attraction.

I my household we have a happy messy mix of iPhones, iPads, a Mac Mini (media server and security cam recorder) and a 2010 MBP.  I find I still use the lappy as my primary system and "second screen" for my massive amount of TV watching.  But the iPad Air and iPad 4 are still in that mix every day.  My wife has the Air and uses it constantly since I rarely give up the MBP.  For now this mix works perfectly.  In the future I'm not sure what we'll use as the MBP ages.

post #26 of 65
Quote:
Originally Posted by Macky the Macky View Post

This from a publication that has never shown Apple any love.

I don't agree, after all David Pogue (big time Apple guy, and is it just me or is he everywhere lately?) worked for them until recently. The NYT doesn’t usually lavish love on anyone.
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post #27 of 65
Quote:
Originally Posted by FlashFan207 View Post

Indeed. And this goes a long way to understanding why iPad sales may have plateaued, as you also said. You do not need a new one very often. Addionally, each of those iPad owners are loyal Apple customers who will be buying a new iPad eventually, as the device is a reliable and pragmatic tool that lasts. However, it has replaced traditional PCs in the sense that you only need a computer now to do the few things an iPad cannot; namely backing up and restore functions through iTunes and the infamous internet media download that iOS continues to handicap. But, if you still have your old (barely functionable PC), this is all you would need it for - your iPad can do everything else you would need for daily use. This is the attraction.

If this retweet by JLS is accurate the iPad's unit sales to date are 210 million which is 2x the iPhone in the same time period.

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post #28 of 65
Quote:
Originally Posted by AppleInsider View Post

As for iPads, Cook still believes tablets will quickly replace PCs, noting unit sales were at the "high end" of its own guidance but lower than analyst expectations.

Looking at the numbers, Apple sold 16.35 million iPads over the quarter, down substantially from 19.48 million in the year ago quarter. Maestri saw the decrease as a nominal change, which equates to a 3 percent decline due to channel inventory fluctuations.

"iPad has been the fastest growing product in Apple's history," Cook said, noting over 200 million units have been sold in only three years. The growth is substantially greater than iPod and even the iPhone over the same time period. "It's important to put that into perspective, we've come a long way very quickly."

Later in the call, Cook reiterated channel inventory guidance may be to blame for inflated Street expectations. Pointing out a 95 percent share of America's education tablet market, high user engagement and other growth factors, Cook said iPad is performing very well.

"I'm very bullish on iPad," he said.

 

Bring Touch ID to the iPads integrated with user profiles and people will literally line up around the block to buy them.

 

You listening, Tim?

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post #29 of 65
Quote:
Originally Posted by John.B View Post

Bring Touch ID to the iPads integrated with user profiles and people will literally line up around the block to buy them.

You listening, Tim?

Ummm, they already have, and will continue to do so with or without those features.
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post #30 of 65
Quote:
Originally Posted by SolipsismX View Post

1) PCs can't restore themselves without access to a restore disk or disk image either. It's true iOS devices currently needs iTunes for grabbing the IPSW for a restore but there is no reason why that has to be always be the case. Apple could, if they wanted to, use the same techniques for booting the Mac into a recovery mode to download the installation files without needing to plug it into iTunes first. I don't think that will happen for a variety of reasons but they could do it.

True. I've blown away the Mac OS X boot partition on a MacBook Pro Retina and the recovery partition took over and downloaded and restored the original factory Mac OS X boot image. Quite spectacular. The DVD-drive free MacBook Pro Retina (and Air) are first classes citizens of iCloud: a truly network-aware computer. Beats staring at a PC BIOS message like "boot sector not found."

Apple could do something like that on the iPad, in theory. It can already download and install iOS updates.

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post #31 of 65
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Originally Posted by John.B View Post

You listening, Tim?

Are you seriously addressing Tim Cook via AppleInsider's forums?

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post #32 of 65
Quote:
Originally Posted by Suddenly Newton View Post

Apple could do something like that on the iPad, in theory. It can already download and install iOS updates.

My feeling is Apple probably has had meetings about this in the past and decided that 1) people with iDevices that also don't own at least one "PC" are not likely the people that will be also be able to do a restore, and 2) the need to restore an iDevice is very rare.

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post #33 of 65
Quote:
Originally Posted by SolipsismX View Post


My feeling is Apple probably has had meetings about this in the past and decided that 1) people with iDevices that also don't own at least one "PC" are not likely the people that will be also be able to do a restore, and 2) the need to restore an iDevice is very rare.

This is a tough issue and many people with differing opinions are "right". I won't preach but will muse upon a few scenarios ...

 

One is that people with an iPhone or iPad and no PC-type device at all - are uncommon. Most folks with iPhone/iPad have a PC or Mac, or some access to one. So Apple has retained the "bigger hammer" solution of the full download-and-install using the PC/Mac as the intermediary (with iTunes). The full install is rather big and lots of folks don't have enough free space to be able to download, let alone install. So "hosting" that through iTunes on PC/Mac makes sense.

 

Updates over-the-air (OTA) are great (I do this with iPhone/iPad but still download combo updates for OS X :) but they're only updates. If your iDevice is wedged then OTA == SOL. So you DO need at least transient access to a PC/Mac to do a clean re-install.

 

The need to do a restore is - in my experience - infrequent but I wouldn't say it's "very rare". As an example, consider a month-long European vacation. My MBP is a secondary system so I would take an external drive with certain stuff I needed from my home machine. And I'd make sure it had a current system installed on it with fix-it tools. And maybe a bootable recovery thumb-drive for belt-and-suspenders protection. But if I went with just an iPhone and iPad I would probably not take anything extra. The likelihood of failure is very low and if you have a problem then there are Apple stores in a number of cities. Not everywhere, to be sure, but there are quite a few and I would be able there to get help.

 

I am sure that the "no PC" crowd will increase in number over the next few years but right now I believe it's small. It will indeed be interesting to see how the technology develops to deal with this.

post #34 of 65
I will give a C for Apple iPad marketing team. I have said here many months ago that Apple needs to make the base model 32 GB for $499. Apple marketing team is still trapped in the same target as in 2010. That is the person uses iPad to view email, surf internet, watch video, store photos, etc. Apple marketing team seem stupid not knowing that with more memory then users can store all their music library, photos on an iPad. Further, with more memory iPad can be more useful as a productive device. So there are three groups of people that can use an iPad. Apple only captured one group of users since 2010.
post #35 of 65
Quote:
Originally Posted by SolipsismX View Post


 2) the need to restore an iDevice is very rare.

When I was briefly an Apple At Home Advisor last year, restoring devices was the recommended "fix" way more often then you might think.

post #36 of 65
Quote:
Originally Posted by WelshDog View Post

When I was briefly an Apple At Home Advisor last year, restoring devices was the recommended "fix" way more often then you might think.

Sure, but the number of restores compared to the number of sales is minimal and those that only have an iDevice but no "PC" or access to an Apple Store are going to be very rare. Again, I'd like to see a Restore Disk option added to all iOS-based devices but I don't think it's going to happen until the need is truly there.

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post #37 of 65
Quote:
Originally Posted by Suddenly Newton View Post


Are you seriously addressing Tim Cook via AppleInsider's forums?

 

I doubt that Tim Cook lurks on these forums. I would guess that he probably has better and more important things to do, but I do think that there are some people from Apple who probably visit here every once in a while, just for some LOLs.

post #38 of 65
Quote:
Originally Posted by John.B View Post

Bring Touch ID to the iPads integrated with user profiles and people will literally line up around the block to buy them.

You listening, Tim?
Well I hope he's not, because user profiles aren't going to help sell more iPads... iPads being a "person device" like an iPhone in Apple's eyes. Mine too BTW... so get your own and get your grubby hands off of mine!
Knowing what you are talking about would help you understand why you are so wrong. By "Realistic" - AI Forum Member
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Knowing what you are talking about would help you understand why you are so wrong. By "Realistic" - AI Forum Member
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post #39 of 65
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Originally Posted by tzeshan View Post

I will give a C for Apple iPad marketing team. I have said here many months ago that Apple needs to make the base model 32 GB for $499. Apple marketing team is still trapped in the same target as in 2010. That is the person uses iPad to view email, surf internet, watch video, store photos, etc. Apple marketing team seem stupid not knowing that with more memory then users can store all their music library, photos on an iPad. Further, with more memory iPad can be more useful as a productive device. So there are three groups of people that can use an iPad. Apple only captured one group of users since 2010.

And what stopped the people that needed the extra storage from purchasing a 32gb iPad in the first place? Or after realizing that the iPad is a great device and they really should have purchased the 32gb, selling the 16gb and then getting the larger storage model, possibly the newer version at the same time?
Knowing what you are talking about would help you understand why you are so wrong. By "Realistic" - AI Forum Member
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Knowing what you are talking about would help you understand why you are so wrong. By "Realistic" - AI Forum Member
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post #40 of 65
Quote:
Originally Posted by John.B View Post
 

 

Bring Touch ID to the iPads integrated with user profiles and people will literally line up around the block to buy them.

 

You listening, Tim?


Touch ID is definitely going to come this year for the iPads. However, the way I see it, Apple has no incentive to allow for User Profiles on the iPad.

 

The iPad is designed for a single person - it is the ultimate 'personal' computer (well, along with the iPhone).

If User Profiles are implemented, what happens when one person in the family goes travelling and takes the iPad along? What do the other people who have Profiles setup on that iPad do?

 

Moreover, allowing for User Profiles could mean a potential loss of sale. Instead of selling 2 iPads to a family, Apple would end up selling only one.

 

Maybe there is a scope for Profiles when the rumoured iPad Pro comes out. If the purpose of the iPad Pro is to eliminate the traditional PC for the mid-tier computer users (the first-tier being those for whom the iPad is enough and the third-tier being professionals who do stuff you could justify a Mac Pro for), then it could possibly support Profiles and be targeted as 'one-for-each-family'.

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