Antennagate was of trivial consequence for Apple's margins.
I am far more concerned about the fact that millions of units of sales are perhaps being foregone because of production constraints, and the additional millions waiting for the white phone (some of whom might be tempted to switch to non-iPhones).
Why still no word on white?
Papermaster looks to have been a total disaster: overall, this has been an instance of extremely poor execution by Apple.
I don't think it is extremely poor execution, the demand has been insane, really. First people thought the iPad would only do a few million, tops, in 2010. We're talking now an order of magnitude greater. This must impact resources and attention devoted to ramping up iPhone. As for the iPhone, people thought with antenna gate things were going to be bad. We're now looking at numbers and demand in countries far outstripping anything the iPhone 3GS experienced. Papermaster looks to have dropped the ball, particularly on the white iPhone, though Apple right now can probably sell more iPhones by devoting all manufacturing to the black. Poor execution, maybe, but only by Apple's own standards.
Quote:
Originally Posted by striker_kk
If iPad emerges a winner in the face of competition, then it likely becomes mainstream. Let other bigwigs come with their tablets/slates.
Well, we know that iPad is now more mainstream than the Mac... And it hasn't even covered all the countries where Macs are sold, barely so. I would definitely right now think of iPad as a netbook/ ultralight laptop if I were any other computer manufacturer, regardless of who else comes out with a tablet.
Quote:
Originally Posted by lostkiwi
You said it, mate. Here in NZ you can't get new iPhones for love nor money (I have tried both).
Some peeps managed to get one in the small shipment that came in a couple of weeks ago, but I heard it was less than 10k of phones. Not much for a whole country!
If I don't get one before the end of September, then I will have to give up. I guess Apple doesn't want my money!
BTW the need to get a new phone is because it is dependent on selling my 3GS. If you have to wait too long for the new model you miss the resell cycle of the second hand market here.
Bummer.
The problem is there are literally millions of others around the world wanting to give Apple their money too. I'm glad I got my iPad on the grey market here in Malaysia, paying about a 30% premium to US prices (meaning I paid UK prices muah ha ha ha lol) ... But I've all but given up on the iPhone4. One of the local carriers here had an email saying "stay tuned, it's soon" but that was almost 3 weeks ago now. Thank goodness my 3GS is still doing alright, and I think the iPad is *the real big thing* in the longer term.
Comments
Antennagate was of trivial consequence for Apple's margins.
I am far more concerned about the fact that millions of units of sales are perhaps being foregone because of production constraints, and the additional millions waiting for the white phone (some of whom might be tempted to switch to non-iPhones).
Why still no word on white?
Papermaster looks to have been a total disaster: overall, this has been an instance of extremely poor execution by Apple.
I don't think it is extremely poor execution, the demand has been insane, really. First people thought the iPad would only do a few million, tops, in 2010. We're talking now an order of magnitude greater. This must impact resources and attention devoted to ramping up iPhone. As for the iPhone, people thought with antenna gate things were going to be bad. We're now looking at numbers and demand in countries far outstripping anything the iPhone 3GS experienced. Papermaster looks to have dropped the ball, particularly on the white iPhone, though Apple right now can probably sell more iPhones by devoting all manufacturing to the black. Poor execution, maybe, but only by Apple's own standards.
If iPad emerges a winner in the face of competition, then it likely becomes mainstream. Let other bigwigs come with their tablets/slates.
Well, we know that iPad is now more mainstream than the Mac... And it hasn't even covered all the countries where Macs are sold, barely so. I would definitely right now think of iPad as a netbook/ ultralight laptop if I were any other computer manufacturer, regardless of who else comes out with a tablet.
You said it, mate. Here in NZ you can't get new iPhones for love nor money (I have tried both).
Some peeps managed to get one in the small shipment that came in a couple of weeks ago, but I heard it was less than 10k of phones. Not much for a whole country!
If I don't get one before the end of September, then I will have to give up. I guess Apple doesn't want my money!
BTW the need to get a new phone is because it is dependent on selling my 3GS. If you have to wait too long for the new model you miss the resell cycle of the second hand market here.
Bummer.
The problem is there are literally millions of others around the world wanting to give Apple their money too. I'm glad I got my iPad on the grey market here in Malaysia, paying about a 30% premium to US prices (meaning I paid UK prices muah ha ha ha lol) ... But I've all but given up on the iPhone4. One of the local carriers here had an email saying "stay tuned, it's soon" but that was almost 3 weeks ago now. Thank goodness my 3GS is still doing alright, and I think the iPad is *the real big thing* in the longer term.
Why should any of us care about market share gains?
Don't think of it as "market share." Think of it as "increased sales."
There. All better now?