10 million is not impressive. They did 9 million last year. The iphone 6 is not really that big of a leap in technology, mostly just a catchup to competition thats already existed, therefore it should have been easy to manufacture. The fact that they only sold 10 million and that supplies were as constrained as they were, is quite pathetic really. They knew it was going to be a big launch, they simply failed to produce enough devices.
10 million is not impressive. They did 9 million last year. The iphone 6 is not really that big of a leap in technology, mostly just a catchup to competition thats already existed, therefore it should have been easy to manufacture. The fact that they only sold 10 million and that supplies were as constrained as they were, is quite pathetic really. They knew it was going to be a big launch, they simply failed to produce enough devices.
Great summary of the generic trolling lines this time around. Good job!
10 million is not impressive. They did 9 million last year. The iphone 6 is not really that big of a leap in technology, mostly just a catchup to competition thats already existed, therefore it should have been easy to manufacture. The fact that they only sold 10 million and that supplies were as constrained as they were, is quite pathetic really. They knew it was going to be a big launch, they simply failed to produce enough devices.
You forgot the classic line:
"I've been an Apple user for a number of years, but..."
(Yes, I know the models purchased in the US, which will be sold abroad, will work with most carriers anyway, because of the amount of bands the new phones support; just not will all carriers, or with all those carriers different networks)
Cant we assume then that Apple probably had/has an allocation of iPhones which were meant to be launched in China? And even if with Qualcomm's new modems, a China Mobile specific SKU isn't need, with the delay of the China launch supposedly being last minute...
So they sold all they produced for the places in which it was launched?
I bouth already an iPhone 6 and i must admint that is working perfect , no problems , moving smoothly , and the price is quite acceptable on http://mobiles-world.com/ . Delivery arrived in 5 days , it took some time but i must say BIG THANKS to their team who always helped me with any questions i had about my order !
10 million is not impressive. They did 9 million last year. The iphone 6 is not really that big of a leap in technology, mostly just a catchup to competition thats already existed, therefore it should have been easy to manufacture. The fact that they only sold 10 million and that supplies were as constrained as they were, is quite pathetic really. They knew it was going to be a big launch, they simply failed to produce enough devices.
Ten million is huge. Of last year's nine million, a significant number did not sell through until weeks later.
As Tim Cook said in this announcement, this year's sell-through was significantly higher than last year's.
This should be well understood by now because of Cook's comments on last January's conference call, endless analyst coverage, and simple observation of last year's 5C broad availability at resellers.
Some folks around here want to deny those things, and that gives folks like you the opportunity to compare apples (sell-through this year) to oranges (sell-in last year).
I bouth already an iPhone 6 and i must admint that is working perfect , no problems , moving smoothly , and the price is quite acceptable on http://mobiles-world.com/ . Delivery arrived in 5 days , it took some time but i must say BIG THANKS to their team who always helped me with any questions i had about my order !
I agree last year there was an abundance of 5C supply making this sell through number of 6/6+ even more impressive IMO.
Also margins should be way up this quarter since I would assume the 6+ will have higher margins than the 5C did last year.
Next year should be big as well if Apple makes a new entry level 6C but gets the pricing right. The problem with the 5C last year was that it was too expensive.
It would be great if we could find out how the 5S sells in this quarter.
If Apple puts a 6C at the bottom of the lineup next year then that means the 4" phone is toast.
We'll never know how well an iPhone 6 mini would have sold.
Sadly, the 4" is already toast.
Most people will buy a 6 because it's the new phone, even though I'm sure a good percentage would prefer a 4". I think the main reason Apple didn't do the 6 in a 4" size was because of battery life. The only way they could squeeze out a substantial increase was by going bigger. That's the doom of the 4". Maybe one day in the future, battery life will improve sufficiently that a 4" will be viable again.
It would be great if we could find out how the 5S sells in this quarter.
If Apple puts a 6C at the bottom of the lineup next year then that means the 4" phone is toast.
We'll never know how well an iPhone 6 mini would have sold.
some of you just won't ever give up the fantasy of a top tier 4 inch iPhone6.....
I think this open weekend proves that Tim Cook was right about larger phones.
Last year they sold 9 million 4 inch phones but this included:
China
Some Channel File of the 5C (proof is the 5C was available and in stock in many stores and 24 hour ship from Apple store)
Included both the top end 5S and mid level 5C
Now lets look at this year:
10 million sold
+ No China - which would probably be between 1 and 2 million more phones
No channel fill which was about 1 to 2 million last year
No mid level sales which was about 2 million last year (5C)
So if we included China, additional channel fill, and mid level phone sales the number could have been 12-14 million phones. Amazing.
This should forever drive a stake into the heart that people don't want phones larger than 4 inches.
Utter bullshit.
Apple didn't offer a new 4" iPhone, so we'll never know how well if would have done. The 10 million sold this year includes all iPhones of every size and model, just as the 9 million last year did.
The 10 million sold this year includes all iPhones of every size and model, just as the 9 million last year did.
The article suggest the numbers are purely iPhone 6 and 6+ units. Those numbers are not sourced to any press release or actual quote, which is depressingly common on this site.
Most people will buy a 6 because it's the new phone, even though I'm sure a good percentage would prefer a 4". I think the main reason Apple didn't do the 6 in a 4" size was because of battery life. The only way they could squeeze out a substantial increase was by going bigger. That's the doom of the 4". Maybe one day in the future, battery life will improve sufficiently that a 4" will be viable again.
I'll wait to see if the 5S shows up in the #3 spot in the Cannacord report.
The article suggest the numbers are purely iPhone 6 and 6+ units. Those numbers are not sourced to any press release or actual quote, which is depressingly common on this site.
The Apple press release says that the 10 million only includes the 6 and 6+.
"Apple® today announced it has sold over 10 million new iPhone® 6 and iPhone 6 Plus models, a new record, just three days after the launch on September 19."
Ten million is huge. Of last year's nine million, a significant number did not sell through until weeks later.
As Tim Cook said in this announcement, this year's sell-through was significantly higher than last year's.
This should be well understood by now because of Cook's comments on last January's conference call, endless analyst coverage, and simple observation of last year's 5C broad availability at resellers.
Some folks around here want to deny those things, and that gives folks like you the opportunity to compare apples (sell-through this year) to oranges (sell-in last year).
True. However last year it was hard to convince people that the 5C was probably not selling through.
Apple pretty much choose their own stats this weekend. They knew they were going to sell 10M to channel but couldn't have been 100% of 100% sell through. If they were braver they could have sold more. Impressive all the same.
I don't know, I wasn't there. I suspect he could hear them talking amongst themselves as they stood in line. He made a reasonable assumption based on the evidence. Nothing racial or prejudicial about that. Get off your high horse. In today's times, people take offense at the dumbest things where no offense is intended. The problem is your problem for assuming it was racial. Or ASSuming if you want to play those games.
So Chinese people can't speak multiple languages? Just because they are speaking in Mandarian does not mean they can't speak English.
Then he assumes they are all going to sell the phones 'illegally'.
So first you:
1. Jump to conclusions about a person's Citizenship
2. Ability to speak English
3. Engaging in illegal activity
And you apply it to several hundred people in a line just because they look all the same in appearance. I'm sorry I find that offensive. Offensive to cast literally hundreds of people in the same boat just because you heard someone speak Chinese and saw a few people give their phones to a dude with a bag.
Your desire for political correctness has twisted your brain into a state of absurdity.
If you were a policeman and you caught a thief picking someone's pocket, you would no doubt give them the benefit of the doubt. All you saw was someone's hand reaching into someone else's pocket. He might have been interested in the texture of the trousers. Or he might have seen something interesting, and wanted to get it out to have a closer look. Or maybe he had an involuntary reaction. Or maybe he was diagnosed with thieving syndrome and should be given the benefit of the doubt. Maybe you thought he was just a friend and was doing the other person a favour by relieving him of his possession. Compassion, not judgement, eh? That's your motto. How prejudiced to leap to the assumption that he was a thief, when there are so many other possible explanations!
Apple was smart not to bring a new entry level iPhone out this year. Right now apple will be able to capitalize on their most expensive highest margin new phones.
Next year I think we'll see 4 new phones introduced:
iPhone 6C Mini - 4 inch colorful plastic smartphone with NFC and an A8 for $449
iPhone 6C - 4.7 inch colorful plastic smartphone with NFC and an A8 for $549
iPhone 6S - 4.7 inch metal smartphone with all the latest tech and features $649
iPhone 6S Plus - 5.5 inch metal smartphone with all the latest tech and features$749
Unless, Apple executives are crazy, they would never make a 6C mini and sell at that price (free with contract). Why? the 5S will be free next year with contract and BOM is much cheaper than 6C mini with NFC and A8. Your wishful thinking makes me laugh a little.
Comments
Great summary of the generic trolling lines this time around. Good job!
10 million is not impressive. They did 9 million last year. The iphone 6 is not really that big of a leap in technology, mostly just a catchup to competition thats already existed, therefore it should have been easy to manufacture. The fact that they only sold 10 million and that supplies were as constrained as they were, is quite pathetic really. They knew it was going to be a big launch, they simply failed to produce enough devices.
You forgot the classic line:
"I've been an Apple user for a number of years, but..."
Doesn't Apple manufacture China specific SKU's especially due to China Mobile's TD-LTE? https://www.apple.com/iphone/LTE/
(Yes, I know the models purchased in the US, which will be sold abroad, will work with most carriers anyway, because of the amount of bands the new phones support; just not will all carriers, or with all those carriers different networks)
Cant we assume then that Apple probably had/has an allocation of iPhones which were meant to be launched in China? And even if with Qualcomm's new modems, a China Mobile specific SKU isn't need, with the delay of the China launch supposedly being last minute...
So they sold all they produced for the places in which it was launched?
We'll never know?
I bouth already an iPhone 6 and i must admint that is working perfect , no problems , moving smoothly , and the price is quite acceptable on http://mobiles-world.com/ . Delivery arrived in 5 days , it took some time but i must say BIG THANKS to their team who always helped me with any questions i had about my order !
Youre immature. Im simply stating my opinion on the matter given the numbers and and what not.
Youre immature. Im simply stating my opinion on the matter given the numbers and and what not.
Yeah but last year had china included in the numbers. This year did not have China included. So you are wrong.
Ten million is huge. Of last year's nine million, a significant number did not sell through until weeks later.
As Tim Cook said in this announcement, this year's sell-through was significantly higher than last year's.
This should be well understood by now because of Cook's comments on last January's conference call, endless analyst coverage, and simple observation of last year's 5C broad availability at resellers.
Some folks around here want to deny those things, and that gives folks like you the opportunity to compare apples (sell-through this year) to oranges (sell-in last year).
Your opinion is wrong.
I bouth already an iPhone 6 and i must admint that is working perfect , no problems , moving smoothly , and the price is quite acceptable on http://mobiles-world.com/ . Delivery arrived in 5 days , it took some time but i must say BIG THANKS to their team who always helped me with any questions i had about my order !
I agree last year there was an abundance of 5C supply making this sell through number of 6/6+ even more impressive IMO.
Also margins should be way up this quarter since I would assume the 6+ will have higher margins than the 5C did last year.
Next year should be big as well if Apple makes a new entry level 6C but gets the pricing right. The problem with the 5C last year was that it was too expensive.
It would be great if we could find out how the 5S sells in this quarter.
If Apple puts a 6C at the bottom of the lineup next year then that means the 4" phone is toast.
We'll never know how well an iPhone 6 mini would have sold.
Sadly, the 4" is already toast.
Most people will buy a 6 because it's the new phone, even though I'm sure a good percentage would prefer a 4". I think the main reason Apple didn't do the 6 in a 4" size was because of battery life. The only way they could squeeze out a substantial increase was by going bigger. That's the doom of the 4". Maybe one day in the future, battery life will improve sufficiently that a 4" will be viable again.
10 million is not impressive. They did 9 million last year.
Even if you ignore that this year doesn't include China.
Even if you ignore that fulfilment this year has been higher.
Even then, 10 million is >10% growth.
And it's 10 freaking million in 3 days. Who else sells 10 million of anything in 3 days? "Not impressive"? Total rot. Your opinion is warped.
It would be great if we could find out how the 5S sells in this quarter.
If Apple puts a 6C at the bottom of the lineup next year then that means the 4" phone is toast.
We'll never know how well an iPhone 6 mini would have sold.
some of you just won't ever give up the fantasy of a top tier 4 inch iPhone6.....
I think this open weekend proves that Tim Cook was right about larger phones.
Last year they sold 9 million 4 inch phones but this included:
China
Some Channel File of the 5C (proof is the 5C was available and in stock in many stores and 24 hour ship from Apple store)
Included both the top end 5S and mid level 5C
Now lets look at this year:
10 million sold
+ No China - which would probably be between 1 and 2 million more phones
No channel fill which was about 1 to 2 million last year
No mid level sales which was about 2 million last year (5C)
So if we included China, additional channel fill, and mid level phone sales the number could have been 12-14 million phones. Amazing.
This should forever drive a stake into the heart that people don't want phones larger than 4 inches.
Utter bullshit.
Apple didn't offer a new 4" iPhone, so we'll never know how well if would have done. The 10 million sold this year includes all iPhones of every size and model, just as the 9 million last year did.
The 10 million sold this year includes all iPhones of every size and model, just as the 9 million last year did.
The article suggest the numbers are purely iPhone 6 and 6+ units. Those numbers are not sourced to any press release or actual quote, which is depressingly common on this site.
Sadly, the 4" is already toast.
Most people will buy a 6 because it's the new phone, even though I'm sure a good percentage would prefer a 4". I think the main reason Apple didn't do the 6 in a 4" size was because of battery life. The only way they could squeeze out a substantial increase was by going bigger. That's the doom of the 4". Maybe one day in the future, battery life will improve sufficiently that a 4" will be viable again.
I'll wait to see if the 5S shows up in the #3 spot in the Cannacord report.
The article suggest the numbers are purely iPhone 6 and 6+ units. Those numbers are not sourced to any press release or actual quote, which is depressingly common on this site.
The Apple press release says that the 10 million only includes the 6 and 6+.
"Apple® today announced it has sold over 10 million new iPhone® 6 and iPhone 6 Plus models, a new record, just three days after the launch on September 19."
http://www.apple.com/pr/library/2014/09/22First-Weekend-iPhone-Sales-Top-10-Million-Set-New-Record.html
Impressive... but the 5S might have sold even more units than one of them.
True. However last year it was hard to convince people that the 5C was probably not selling through.
Apple pretty much choose their own stats this weekend. They knew they were going to sell 10M to channel but couldn't have been 100% of 100% sell through. If they were braver they could have sold more. Impressive all the same.
I don't know, I wasn't there. I suspect he could hear them talking amongst themselves as they stood in line. He made a reasonable assumption based on the evidence. Nothing racial or prejudicial about that. Get off your high horse. In today's times, people take offense at the dumbest things where no offense is intended. The problem is your problem for assuming it was racial. Or ASSuming if you want to play those games.
So Chinese people can't speak multiple languages? Just because they are speaking in Mandarian does not mean they can't speak English.
Then he assumes they are all going to sell the phones 'illegally'.
So first you:
1. Jump to conclusions about a person's Citizenship
2. Ability to speak English
3. Engaging in illegal activity
And you apply it to several hundred people in a line just because they look all the same in appearance. I'm sorry I find that offensive. Offensive to cast literally hundreds of people in the same boat just because you heard someone speak Chinese and saw a few people give their phones to a dude with a bag.
Your desire for political correctness has twisted your brain into a state of absurdity.
If you were a policeman and you caught a thief picking someone's pocket, you would no doubt give them the benefit of the doubt. All you saw was someone's hand reaching into someone else's pocket. He might have been interested in the texture of the trousers. Or he might have seen something interesting, and wanted to get it out to have a closer look. Or maybe he had an involuntary reaction. Or maybe he was diagnosed with thieving syndrome and should be given the benefit of the doubt. Maybe you thought he was just a friend and was doing the other person a favour by relieving him of his possession. Compassion, not judgement, eh? That's your motto. How prejudiced to leap to the assumption that he was a thief, when there are so many other possible explanations!
So only Chinese foreigners ride buses? Maybe they were Chinese American's from upstate NY?
You should just stop before you make your self sound like a racist (not saying you are)
There was absolutely nothing racist or even remotely close to being racist in my statement.
Apple was smart not to bring a new entry level iPhone out this year. Right now apple will be able to capitalize on their most expensive highest margin new phones.
Next year I think we'll see 4 new phones introduced:
iPhone 6C Mini - 4 inch colorful plastic smartphone with NFC and an A8 for $449
iPhone 6C - 4.7 inch colorful plastic smartphone with NFC and an A8 for $549
iPhone 6S - 4.7 inch metal smartphone with all the latest tech and features $649
iPhone 6S Plus - 5.5 inch metal smartphone with all the latest tech and features$749
Unless, Apple executives are crazy, they would never make a 6C mini and sell at that price (free with contract). Why? the 5S will be free next year with contract and BOM is much cheaper than 6C mini with NFC and A8. Your wishful thinking makes me laugh a little.