The high side guidance from Apple is not 77.5m iPhones, it is 77.5 billion in revenue, Apple does not give guidance for individual products. Street estimates are for just above the 75m iPhones of last year, so 77.5 m would be a beat. Street estimates for rev. in the q are 76.5b. The problem WS sees for Apple is the channel fill, so I would look at channel fill and, of course, guidance for the March quarter.
An iPad Air 3 with an A9X CPU will be a very compelling machine.
No. Any new iPads that don't have pencil support will be poor sellers at best.
The best outlook for iPad sales would be if they managed to get ForceTouch and pencil support not only in the iPad Air 3, but in the iPad mini 4. It looks like they will be neglecting the iPad mini again by this report, but if the iPad Air 3 doesn't have it, all we will be hearing is reviews on why it didn't, or why anyone would buy the new iPad since it's only slightly different from the current one.
Apple really needs to move forward here and they will look stupid if they don't. An iPad Air 3 that's microscopically smaller, thinner or with slightly better cameras or slightly better speed isn't going to cut it. Remember that the iPad Air 2 is hardly any different from the iPad Air 1 already. More of the same is not an option here.
YES! Let's make all iPads exactly the same!! GENIUS!!
If they come out with a dumbed-down version of a smaller form factor phone, they will have shot themselves in the foot. Full-on, full featured, full specced iPhone Mini. If not, we nuke the entire site from orbit. {it's the only way to be sure}
I continue to believe that because the early iPads (iPad 2, 3) were robust and continually received the new iterations of iOS each year, many customers in the apple tent did not need to upgrade to the Air models. I have both of the iPads that I mentioned and an iPad mini (first gen) all running iOS 9.2.1 that have served me well and proven to be adequate, thus negating the need to upgrade every year. I also enjoy having the latest and greatest. I WILL be up the evening of pre-order for an iPad Air 3. Regardless of its features..., it is now that my iPad refresh cycle will roll over. I'm betting that the iPad Air 3 does everything I really need it to for at least a 4 year period. Thanks Apple!
YES! Let's make all iPads exactly the same!! GENIUS!! …..........
Why not? Lack of feature parity in simultaneous product releases has always annoyed me. There’s no real sense in having Pencil support on the tiny iPad, but they may as well.
If they come out with a dumbed-down version of a smaller form factor phone, they will have shot themselves in the foot. Full-on, full featured, full specced iPhone Mini. If not, we nuke the entire site from orbit. {it's the only way to be sure}
Did they shoot themselves in the foot with 5c?
Not even remotely relevant. Your question should be "did they shoot themselves with the 5s?" No they didn't. it was a Full-on, full featured, full specced 4" iPhone of that time.
The 5 was available in Slate (black), as was the 2012 iPad Mini but it chipped/scratched off, so they switched to Space Gray with the 5s and switch Slate for SG in the old Mini. The 5s is still the darkest, though IMO the 6s went darker than the 6 did.
Interesting. I guess I didn't realize that. Just googled it and the 5 case is sexy. I wonder if it can be swapped with the 5S case easily?
I want BLACK iOS devices. I don't like any of my Space Grey devices (which seem to get getting lighter in shade with every new release).
I agree. It makes no sense for Apple to not offer the black, which, if I am not mistaken, has been a part of every iteration of the iPhone through the 5S. I feel that the 6's form factor would have been beautiful in shiny black.
Matte black please. The screen gets enough fingerprints without the chassis getting covered in therm too.
If the 4" iPhone is coming with iPhone 7, it think it make sense to have
2GB, Since the whole range of Phones, iPhone 7, 6s and the 5se will all
have at least 2GB memory, and all be 64Bit SoC.
iOS 10 will be the time to phase out 32bit iOS.
But if it is coming in March, the 5se will have more memory then the still selling iPhone 6.
Another
scenario is Apple will discontinue the iPhone 6 in March / April. Why?
Some report are suggesting a lot more people are buying the iPhone 6
rather then 6s. It is more affordable now after the discount, and they
like the screen size. iPhone 6 is less profitable then 6s, so Apple may
as well give slightly discount on the iPhone 6s instead*.
* Apple
traditionally allow iPhone discount close to the end cycle through 3rd
party retailers. So this time it is slightly earlier.
This sounds like the iPad mini is going to get the shaft again. The most popular tablet they sell and yet they keep leaving it behind all the others in specs.
It makes you wonder who exactly is in charge at Apple and what they are doing. They haven't managed to launch a full slate of products in a given year for many years now. I wonder if it occurs to them to actually just hire more people or work a bit harder instead of just falling behind year after year after year.
What do you mean? The mini got a full update last year while the Air got nothing. And since Apple doesn't provide iPad sales by model how do you know the mini is the most popular? The mini will probably never have the same SOC as the Air but so what, there may be thermal/battery reasons plus there's no evidence the mini is a slouch at anything.
I mean that the mini is typically ignored in the upgrade cycle. We did get a reasonable update with the last model, but only after a two year gap of basically nothing at all. The (iPad mini 3 doesn't even count as it was a bad joke and quickly removed from sale in any case).
The Air got nothing because it had been updated more recently. The regular sized iPad has also had some fairly serious changes in it's design whereas the mini is basically the same device all these years later. It's gotten a bit thinner, but the design is the same, the bezels are the same, etc.
I don't have sales figures I can quote for you but the iPad mini was hailed on it's arrival as the most popular and fastest selling iPad of all time. It continues to sell well and an article on this site recently discussed how it was the most popular device in the iPad line-up.
It might be more fair to say that they seem to be moving towards an "update the iPad one year, update the iPad mini the other year," kind of thing, especially if the rumour of an iPad Air update at the upcoming event turns out to be true.
I actually don't care about the particular SoC inside (it's as meaningless to me as it is to the majority of Apple's customers), as long as it gets the job done. It's just frustrating that the mini (being as it's so popular) has to typically wait an extra year to get the stuff that Apple thinks up for the "regular" iPad. The innovation always trickles down to the mini, but always later. It's the poor cousin of the original in every way.
Don't know about you guys but the Q2 estimate of 43 million scares the pants off of me.
His track record is not bad, even though last year this is what he predicted:
KGI: Apple to sell over 71M iPhones in holiday quarter, followed by sub-50M to start 2015
The result last year in Q2 was 61 million, not sub 50 million. Let's hope he screwed-up again. This year for Q1 he started off low and raised his estimates recently.
"Tepid Demand" for a 4 inch?? what are they smoking? Over a third of 5 and 5s users in the U.S. Have not upgraded to a 6.
hmmm why??
BECAUSE THEY LIKE THE SIZE.
apple will sell 30 million of them right off the bat as these are off contract users. Too bad the stock is in the hands of the big traders who love to bashor
"Tepid Demand" for a 4 inch?? what are they smoking? Over a third of 5 and 5s users in the U.S. Have not upgraded to a 6.
hmmm why??
BECAUSE THEY LIKE THE SIZE.
apple will sell 30 million of them right off the bat as these are off contract users. Too bad the stock is in the hands of the big traders who love to bashor
The comments in the article about the iPhone 7 remind me of the Peggy Lee song, "Is That All There Is?" Let's hope the iPhone 7 will be more inspiring then this article suggests.
If they come out with a dumbed-down version of a smaller form factor phone, they will have shot themselves in the foot. Full-on, full featured, full specced iPhone Mini. If not, we nuke the entire site from orbit. {it's the only way to be sure}
Comments
Give us the Air with an A9X and the mini with an A9 and we're talking about an up-to-date iPad line-up. Finally...
.............
No they didn't. it was a Full-on, full featured, full specced 4" iPhone of that time.
iOS 10 will be the time to phase out 32bit iOS.
But if it is coming in March, the 5se will have more memory then the still selling iPhone 6.
Another scenario is Apple will discontinue the iPhone 6 in March / April. Why? Some report are suggesting a lot more people are buying the iPhone 6 rather then 6s. It is more affordable now after the discount, and they like the screen size. iPhone 6 is less profitable then 6s, so Apple may as well give slightly discount on the iPhone 6s instead*.
* Apple traditionally allow iPhone discount close to the end cycle through 3rd party retailers. So this time it is slightly earlier.
The Air got nothing because it had been updated more recently. The regular sized iPad has also had some fairly serious changes in it's design whereas the mini is basically the same device all these years later. It's gotten a bit thinner, but the design is the same, the bezels are the same, etc.
I don't have sales figures I can quote for you but the iPad mini was hailed on it's arrival as the most popular and fastest selling iPad of all time. It continues to sell well and an article on this site recently discussed how it was the most popular device in the iPad line-up.
It might be more fair to say that they seem to be moving towards an "update the iPad one year, update the iPad mini the other year," kind of thing, especially if the rumour of an iPad Air update at the upcoming event turns out to be true.
I actually don't care about the particular SoC inside (it's as meaningless to me as it is to the majority of Apple's customers), as long as it gets the job done. It's just frustrating that the mini (being as it's so popular) has to typically wait an extra year to get the stuff that Apple thinks up for the "regular" iPad. The innovation always trickles down to the mini, but always later. It's the poor cousin of the original in every way.
His track record is not bad, even though last year this is what he predicted:
KGI: Apple to sell over 71M iPhones in holiday quarter, followed by sub-50M to start 2015
The result last year in Q2 was 61 million, not sub 50 million. Let's hope he screwed-up again. This year for Q1 he started off low and raised his estimates recently.
what are they smoking? Over a third of 5 and 5s users in the U.S. Have not upgraded to a 6.
hmmm
why??
BECAUSE THEY LIKE THE SIZE.
apple will sell 30 million of them right off the bat as these are off contract users. Too bad the stock is in the hands of the big traders who love to bashor
one day....a tax holiday or 3% dividend.
Let's hope the iPhone 7 will be more inspiring then this article suggests.