What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets. You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch. I remember someone describing the iPhone 5 as iPhone 4s ii.
So your friends are idiots. The iPhone 5 is dramatically different than the iPhone 4S.
Regardless, you're just plain wrong. The iPhone 5 has outsold previous versions handily. So your 'undeniable fact' is just plain wrong.
So your friends are idiots. The iPhone 5 is dramatically different than the iPhone 4S.
Regardless, you're just plain wrong. The iPhone 5 has outsold previous versions handily. So your 'undeniable fact' is just plain wrong.
1) I think the iPhone 5 is the large YoY change the iPhone has seen.
2) Up until the iPhone 4S Apple had stated that each new model had outsold every other previous model, combined. I expect that to hold for the 6th gen iPhone, too.
What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets. You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch. I remember someone describing the iPhone 5 as iPhone 4s ii.
I don't think the 5S can get away with being simply the same iPhone 5 design with a bump in specifications. There is genuine demand for an iPhone line-up that offers a range of screen sizes.
But the 5 isn't meant for 4S upgraders. It is for those people who are sick of Android, those who have dumb phones, and those who have older iPhones.
Went to the Apple store yesterday and NOBODY was at the iPhone table. The phones were sitting there untouched.
And how long were you at the store watching the iPhone tables? I went to the Apple store the day the ipad mini came out to buy it for my parents. I went early in the morning figuring there might be a line but the store was basically empty. Got in and out with a new mini in 10 minutes.
Saw the same thing at my local store too. It has been more or less the case since the holiday. Everyone was either at the iPad tables, or the Mac section. Tim Cook needs to reveal a bit of his "pipeline choke full of great products" to the world. Otherwise we will end up the same like last year, when Apple launched 6 major products back to back in the span of a few months.
If products aren't ready how can Apple reveal them? I doubt Apple has things ready to go that they're purposely holding back so they can cram them all in to the holiday quarter.
An earlier AI story regarding Ipad 5 screen production contains an interesting notation:
"The supposedly leaked pictures come on the heels of mounting rumors that Apple is preparing to begin production of the next-generation tablet this month ahead of a release in July or August. "
If I speculate with one data point.....
Apple accelerated Ipad5 production to next month and drew down inventories of other Ipad models in this Q
Or Apple dismal sales for Ipad 4, leads to accelerated rollout of Ipad 5 to stop the slide......
"Speculate amongst yourselves"
As TC said: "it’s good to question the accuracy of any kind of rumor about build plans. And I’d also stress that even if a particular data point were factual, it would be impossible to accurately interpret the data point as to what it meant for our overall business, because the supply chain is very complex, and we obviously have multiple sources for things. Yields might vary, supplier performance can vary, the beginning inventory positions can vary, I mean there’s just an inordinately long list of things that would make any single data point not a great proxy for what’s going on"
"This shows that Hon Hai's revenue depends too much on Apple, and iPhone orders corrected more than expected," Kuo said.
The analyst doesn't even know what "corrected" means, so I don't expect much from the analysis. True, when the word is used in reference to securities markets, it typically denotes a decline, but it's a decline to where it should be, following a period of inflated prices.
I also disagree with the analyst's conclusions, given that we already know that it was outselling the 4S last time numbers were provided. This could be in part attributable to a faster international roll-out, but a 19% decline in sales that's entirely the result of slower iPhone sales would mean that iPhone sales were down more than 19%, since Foxconn does more than just assemble iPhones, and all public data so far shows that it has been selling very well.
The analyst doesn't even know what "corrected" means, so I don't expect much from the analysis. True, when the word is used in reference to securities markets, it typically denotes a decline, but it's a decline to where it should be, following a period of inflated prices.
I also disagree with the analyst's conclusions, given that we already know that it was outselling the 4S last time numbers were provided. This could be in part attributable to a faster international roll-out, but a 19% decline in sales that's entirely the result of slower iPhone sales would mean that iPhone sales were down more than 19%, since Foxconn does more than just assemble iPhones, and all public data so far shows that it has been selling very well.
All public data? To the best of my knowledge there isn't any data for the last quarter that is any less speculative than the above analysis.
Ok so Foxconn didn't say this, some Wall Street analyst did. I thought Foxconn just manufactured for Apple. What are the sales exactly?
There are some 75 or so companies that use Foxconn.
Including Microsoft, Dell, Nintendo.
So perhaps the issue is that the Surface etc are the issue. Not the iPhone which is likely at its normal sales. Even the iPad is likely normal since sales always dropped in Jan-Feb cause folks believed new ones were coming any day.
What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets. You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch. I remember someone describing the iPhone 5 as iPhone 4s ii.
I don't think the 5S can get away with being simply the same iPhone 5 design with a bump in specifications. There is genuine demand for an iPhone line-up that offers a range of screen sizes.
Why is it undeniable? Because you think so? Making such a statement requires at least some corroboration. You sound like the analysts who pull stuff out of thin air and publish it as fact.
There are some 75 or so companies that use Foxconn.
Including Microsoft, Dell, Nintendo.
So perhaps the issue is that the Surface etc are the issue. Not the iPhone which is likely at its normal sales. Even the iPad is likely normal since sales always dropped in Jan-Feb cause folks believed new ones were coming any day.
It's a language thing. They track production as sales for accounting purposes.
Ah, ok got it. Has Foxconn ever commented the cause of production being up or down? I'm assuming they can't say anything that would give too much of an insight into iPhone sales, considering they manufacture for more than just Apple.
Went to the Apple store yesterday and NOBODY was at the iPhone table. The phones were sitting there untouched.
That means nothing about actual sales. Folks in your area could be waiting for the official T-Mobile phones with the 3G chip turned on, which go on sale on Friday
Or it could just mean that folks were there to buy the phone but didn't need to try it first. Especially with the plague worthy amount of germs typically on those things
Comments
Originally Posted by zoffdino
Tim Cook needs to reveal a bit of his "pipeline choke full of great products" to the world.
Your implication being that Apple has never gone this long without a product change before?
Otherwise we will end up the same like last year, when Apple launched 6 major products back to back in the span of a few months.
Your implication being that this is somehow "bad"?
So your friends are idiots. The iPhone 5 is dramatically different than the iPhone 4S.
Regardless, you're just plain wrong. The iPhone 5 has outsold previous versions handily. So your 'undeniable fact' is just plain wrong.
1) I think the iPhone 5 is the large YoY change the iPhone has seen.
2) Up until the iPhone 4S Apple had stated that each new model had outsold every other previous model, combined. I expect that to hold for the 6th gen iPhone, too.
But the 5 isn't meant for 4S upgraders. It is for those people who are sick of Android, those who have dumb phones, and those who have older iPhones.
An earlier AI story regarding Ipad 5 screen production contains an interesting notation:
"The supposedly leaked pictures come on the heels of mounting rumors that Apple is preparing to begin production of the next-generation tablet this month ahead of a release in July or August. "
If I speculate with one data point.....
Apple accelerated Ipad5 production to next month and drew down inventories of other Ipad models in this Q
Or Apple dismal sales for Ipad 4, leads to accelerated rollout of Ipad 5 to stop the slide......
"Speculate amongst yourselves"
As TC said: "it’s good to question the accuracy of any kind of rumor about build plans. And I’d also stress that even if a particular data point were factual, it would be impossible to accurately interpret the data point as to what it meant for our overall business, because the supply chain is very complex, and we obviously have multiple sources for things. Yields might vary, supplier performance can vary, the beginning inventory positions can vary, I mean there’s just an inordinately long list of things that would make any single data point not a great proxy for what’s going on"
Quote:
Originally Posted by AppleInsider
"This shows that Hon Hai's revenue depends too much on Apple, and iPhone orders corrected more than expected," Kuo said.
The analyst doesn't even know what "corrected" means, so I don't expect much from the analysis. True, when the word is used in reference to securities markets, it typically denotes a decline, but it's a decline to where it should be, following a period of inflated prices.
I also disagree with the analyst's conclusions, given that we already know that it was outselling the 4S last time numbers were provided. This could be in part attributable to a faster international roll-out, but a 19% decline in sales that's entirely the result of slower iPhone sales would mean that iPhone sales were down more than 19%, since Foxconn does more than just assemble iPhones, and all public data so far shows that it has been selling very well.
Quote:
Originally Posted by Retrogusto
The analyst doesn't even know what "corrected" means, so I don't expect much from the analysis. True, when the word is used in reference to securities markets, it typically denotes a decline, but it's a decline to where it should be, following a period of inflated prices.
I also disagree with the analyst's conclusions, given that we already know that it was outselling the 4S last time numbers were provided. This could be in part attributable to a faster international roll-out, but a 19% decline in sales that's entirely the result of slower iPhone sales would mean that iPhone sales were down more than 19%, since Foxconn does more than just assemble iPhones, and all public data so far shows that it has been selling very well.
All public data? To the best of my knowledge there isn't any data for the last quarter that is any less speculative than the above analysis.
Another 2 weeks and we'll know.
It's because everyone wants choice OLEDs phablets.
Great. I've been waiting for this. Now wait till AAPL drops I'll jump in right before the announcement.
Quote:
Originally Posted by ralphdaily
Went to the Apple store yesterday and NOBODY was at the iPhone table. The phones were sitting there untouched.
Which means precisely zero. What are you implying and why?
There are some 75 or so companies that use Foxconn.
Including Microsoft, Dell, Nintendo.
So perhaps the issue is that the Surface etc are the issue. Not the iPhone which is likely at its normal sales. Even the iPad is likely normal since sales always dropped in Jan-Feb cause folks believed new ones were coming any day.
Quote:
Originally Posted by Tailpipe
What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets. You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch. I remember someone describing the iPhone 5 as iPhone 4s ii.
I don't think the 5S can get away with being simply the same iPhone 5 design with a bump in specifications. There is genuine demand for an iPhone line-up that offers a range of screen sizes.
Why is it undeniable? Because you think so? Making such a statement requires at least some corroboration. You sound like the analysts who pull stuff out of thin air and publish it as fact.
What they produced.
It's a language thing. They track production as sales for accounting purposes.
That means nothing about actual sales. Folks in your area could be waiting for the official T-Mobile phones with the 3G chip turned on, which go on sale on Friday
Or it could just mean that folks were there to buy the phone but didn't need to try it first. Especially with the plague worthy amount of germs typically on those things