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MacRumors
Dec 14, 2009, 10:53 AM
http://www.macrumors.com/images/macrumorsthreadlogo.gif (http://www.macrumors.com/2009/12/14/apple-set-to-sell-10-million-iphones-this-quarter/)

A DigiTimes report (http://www.digitimes.com/news/a20091211PR202.html) about growth in smartphone growth for Taiwanese component suppliers is gaining a fair amount of notice this morning for its citation of a market research firm's claims that Apple is set to sell 10 million iPhones this quarter, well ahead of the record 7.4 million units (http://www.macrumors.com/2009/10/19/apple-reports-1-67-billion-profit-for-q4-2009-most-profitable-quarter-ever/) moved last quarter and above most analysts' estimates, which have been falling into the 8-9+ million range.Taiwan's smartphone IC [integrated circuit] shipments reached 116.97 million units in the third quarter of 2009, up 30.9% sequentially, and market value amounted to US$613.7 million, up 32.0% sequentially, according to Taipei-based Market Intelligence & Consulting Institute (MIC). In the third quarter of 2009, sales of the Apple iPhone 3GS far exceeded expectations, and sales are expected to reach 10 million in the fourth quarter of 2009. iPhone chip suppliers have benefited from this development.Apple has worked to broaden its distribution reach this quarter, making forays into China (http://www.macrumors.com/2009/12/10/china-unicom-has-sold-100000-iphones-since-launch/), South Korea (http://www.macrumors.com/2009/11/27/iphone-launching-big-in-south-korea/), and several other countries while also adding new carrier partners in such countries as the UK (http://www.macrumors.com/2009/09/28/orange-announces-plans-to-offer-iphone-in-uk/) and Canada (http://www.macrumors.com/2009/10/05/rogers-iphone-exclusivity-in-canada-to-end-next-month/).

Apple CEO Steve Jobs had announced at the original iPhone's unveiling in January 2007 that the company was aiming to sell 10 million iPhones during 2008, a goal the company reached (http://www.macrumors.com/2008/10/21/apple-reaches-10-million-iphone-sales-goal-for-2008/) with several months to go. Continued acceleration to the neighborhood of 10 million iPhones sold in a single quarter demonstrates that Apple's strategy of continued expansion of geographic markets, lowered price points, and hardware and software upgrades has so far been successful.

Article Link: Apple Set to Sell 10 Million iPhones This Quarter? (http://www.macrumors.com/2009/12/14/apple-set-to-sell-10-million-iphones-this-quarter/)



lightpeak
Dec 14, 2009, 10:56 AM
Just imagine how many if you ended your foolish exclusivity.

Also imagine how well they'd work if it wasn't hogging the resources of one and only one network.

Apple bean-counter dummies. Taking a bulk amount from a total AT&T contract over a lesser amount if shared over Verizon and T-Mobile and Sprint, but more carriers.

edit: Glad to finally see it on Telus. Now that Wind Mobile has started up, maybe you can consider yet another untapped sector.

*LTD*
Dec 14, 2009, 11:04 AM
Just imagine how many if you ended your foolish exclusivity.

Also imagine how well they'd work if it wasn't hogging the resources of one and only one network.

Apple bean-counter dummies. Taking a bulk amount from a total AT&T contract over a lesser amount if shared over Verizon and T-Mobile and Sprint, but more carriers.

edit: Glad to finally see it on Telus. Now that Wind Mobile has started up, maybe you can consider yet another untapped sector.

It's on Bell as well.

alexk82
Dec 14, 2009, 11:09 AM
as for exclusivity. lets hope for soon it will end. i'm sick of at&t

lender30
Dec 14, 2009, 11:10 AM
What hic cup in China? 10 mil per quarter rocks!

iFirmware
Dec 14, 2009, 11:11 AM
piece of cake for them... they'll do it

smileyborg
Dec 14, 2009, 11:22 AM
I smell another explosion of AAPL immediately following the next earnings report. Just like the last earnings report. And the one before...

ChazUK
Dec 14, 2009, 11:36 AM
Incredible numbers! :eek:

Offering it on other networks in some markets has been a boon also as it opens the platform to new customers.

Kudos to Apple. :)

franzmueller
Dec 14, 2009, 11:37 AM
WOW, great :( we have been waiting for my wife´s 3GS to be delivered here in Spain SINCE LAUNCH DAY ..... 4 months now ? so I guess we will wait for another 4 months to get it ..

Saludos

Franz

AAPLaday
Dec 14, 2009, 11:46 AM
Great news! Thats huge numbers. :) But maybe they have been giving one away free with every returned 27" iMac :rolleyes:

Linkster82
Dec 14, 2009, 11:58 AM
Just imagine how many if you ended your foolish exclusivity.

Also imagine how well they'd work if it wasn't hogging the resources of one and only one network.

Apple bean-counter dummies. Taking a bulk amount from a total AT&T contract over a lesser amount if shared over Verizon and T-Mobile and Sprint, but more carriers.

edit: Glad to finally see it on Telus. Now that Wind Mobile has started up, maybe you can consider yet another untapped sector.

Very happy you have your choice of networks in Canada. But what sort of hogging can possibly be occurring with a population the size of California and (maybe) one percent as many with iPhones?

Also, you may not be aware that Verizon uses a completely different network than AT&T (CDMA as opposed to GSM), which would require Apple to manufacture a completely different, non-world phone.

sjo
Dec 14, 2009, 12:02 PM
Continued acceleration to the neighborhood of 10 million iPhones sold in a single quarter demonstrates that Apple's strategy of continued expansion of geographic markets, lowered price points, and hardware and software upgrades has so far been successful.


interesting that you chose not to report that in western europe iphone sales stagnated , 3q09 sales being practically the same as 3q08, and marketshare in smartphones actually decreased. what would you say that demonstrates?

http://www.idc.com/getdoc.jsp?containerId=prUK22106109

and that is actual piece of research from generally trusted company, and not from generally unreliable digitimes.

ethical
Dec 14, 2009, 12:07 PM
interesting that you chose not to report that in western europe iphone sales stagnated , 3q09 sales being practically the same as 3q08, and marketshare in smartphones actually decreased. what would you say that demonstrates?

I'd put that down to more and more touch-screen iphone/blackberry rivals being produced by competitors. If people want a flashy touch-screen phone there are dozens of alternatives, as appose to the handful or so this time a year ago. People no longer need to go down the smartphone route for a touch phone.

KnightWRX
Dec 14, 2009, 12:09 PM
Just imagine how many if you ended your foolish exclusivity.

Didn't you notice in the article the part about where they are expanding carriers ? The exclusivity is only in the US.

As of 1 month ago, we now have 3 carriers in Canada that have the iPhone.

AAPLaday
Dec 14, 2009, 12:10 PM
Lukenn:

Plus the big price difference between say an LG cookie or Samsung Tocco lite vs the iPhone

aucl
Dec 14, 2009, 01:00 PM
interesting that you chose not to report that in western europe iphone sales stagnated , 3q09 sales being practically the same as 3q08, and marketshare in smartphones actually decreased. what would you say that demonstrates?

http://www.idc.com/getdoc.jsp?containerId=prUK22106109

and that is actual piece of research from generally trusted company, and not from generally unreliable digitimes.

maybe the numbers would be better if we could by the phone also from day one. Paying more than in the states, and getting it later is maybe not that good strategy, ... :mad:
I wish Apple would do it like for example italy, and sell directly online, then at least it's available immediately, and no 3rd party in between that wanna earn on that deal too, ... :rolleyes:

KnightWRX
Dec 14, 2009, 01:06 PM
maybe the numbers would be better if we could by the phone also from day one. Paying more than in the states, and getting it later is maybe not that good strategy, ... :mad:

That would only make the numbers better overall. Comparing growth in the same market is still a good indicator of the success of the iPhone over there and his numbers show that in Europe, the iPhone isn't such a big hit. World wide, it is 3rd in market share behind Nokia, and Nokia is very big in Europe.

BongoBanger
Dec 14, 2009, 01:18 PM
10 million? It's possible I suppose.

Looking at the 3G, sales dropped from 7 million to about 4.5 million from launch to the festive quarter so it's a big jump. That said, the 3GS is on sale in China and South Korea amongst other places now and there's more carrier availability so you never know.

BRLawyer
Dec 14, 2009, 01:48 PM
Absolutely AMAZING numbers for Apple again...with anticipated record sales of Macs (especially the new iMacs) and iPhones, the company is set to break yet another record in its long history of industry-beating numbers...thank you for another spectacular year, SJ!

And there are still people buying Windows PCs...how come?

MS IS DEAD. DELL IS DEAD.

DipDog3
Dec 14, 2009, 01:59 PM
Good hope they do.

Speedy2
Dec 14, 2009, 02:08 PM
Didn't you notice in the article the part about where they are expanding carriers ? The exclusivity is only in the US.


... and in most other countries in which the iPhone is sold.

BRLawyer
Dec 14, 2009, 02:15 PM
... and in most other countries in which the iPhone is sold.

Wrong. Most countries do NOT have a single carrier like in the US...at least 2 or 3 are available in most markets.

rdowns
Dec 14, 2009, 02:24 PM
... and in most other countries in which the iPhone is sold.

Wrong. Most countries do NOT have a single carrier like in the US...at least 2 or 3 are available in most markets.


Facts.

http://support.apple.com/kb/HT1937

Glideslope
Dec 14, 2009, 02:29 PM
Dual Band iPhone coming to Verizon Q3 2010? :apple:

puckhead193
Dec 14, 2009, 02:35 PM
WOW, great :( we have been waiting for my wife´s 3GS to be delivered here in Spain SINCE LAUNCH DAY ..... 4 months now ? so I guess we will wait for another 4 months to get it ..

Saludos

Franz

wow you've waited four months!?!?! that's crazy... are you sure the order was successful?

BRLawyer
Dec 14, 2009, 02:37 PM
Facts.

http://support.apple.com/kb/HT1937

Thank you for confirming my point. The other countries having a single carrier are mainly smaller or less developed African and Eastern European States...pretty much every major market (apart from the original recipients of iPhone contracts such as US and Germany) is multi-carrier nowadays.

BRLawyer
Dec 14, 2009, 02:37 PM
Dual Band iPhone coming to Verizon Q3 2010? :apple:

Absolutely NOT. Verizon is totally out of the iPhone game.

bobr1952
Dec 14, 2009, 02:40 PM
Well, I did my part to boost the numbers today by finally getting my iPhone--my Christmas present to myself.

Joe Hill
Dec 14, 2009, 02:44 PM
They won't sell a phone. The iPhone is passé, Android is the new great thing.

BornAgainMac
Dec 14, 2009, 02:52 PM
I see a ton "in the wild" that are just carried around by mere mortals and not techies or business types. It is taking off just like the iPod did a few years ago. I hope Apple continues to improve it with software updates and future models.

gohanmzt
Dec 14, 2009, 03:10 PM
Thank you for confirming my point. The other countries having a single carrier are mainly smaller or less developed African and Eastern European States...pretty much every major market (apart from the original recipients of iPhone contracts such as US and Germany) is multi-carrier nowadays.

Mexico has 3 carriers:

- Telcel (EDGE GSM 3G)
- Movistar (EDGE GSM 3G)
- Iusacell (3G CDMA EVDO)

Only Telcel has the iPhone and there's no end in sight to their exclusivity. And with a population of over 100 million people apple could benefit from having several carriers for their phone.

iphones4evry1
Dec 14, 2009, 03:52 PM
According to the "big picture" plan agenda, Apple is on-track to take over the world. :apple:

Glideslope
Dec 14, 2009, 03:57 PM
They won't sell a phone. The iPhone is passé, Android is the new great thing.

Totally. :apple:

Speedy2
Dec 14, 2009, 04:00 PM
Thanks to the other poster for the clarification.


Thank you for confirming my point.

Yeah right... so 50:50 confirms your point. NOT.
Neither of us was right.


(apart from the original recipients of iPhone contracts such as US and Germany) is multi-carrier nowadays.

So in short you're saying:
"If we neglect two of the biggest markets, everyone else apart from some other medium-sized markets that we can arbitrarily neglect is multi-carrier."

I don't think that needs to be commented on any further...

Thex1138
Dec 14, 2009, 04:00 PM
...and 10 million more iTunes accounts... and at many many more iTunes purchases per phone...the 64 million dollar question...
What will the next gen iPhone cycle bring us?

lPHONE
Dec 14, 2009, 04:09 PM
People used to tell me I was a sellout :(

Now I'm REALLY gonna sell out! :D

*LTD*
Dec 14, 2009, 04:21 PM
RIM's about to get creamed.

KnightWRX
Dec 14, 2009, 04:41 PM
Mexico has 3 carriers:

- Telcel (EDGE GSM 3G)
- Movistar (EDGE GSM 3G)
- Iusacell (3G CDMA EVDO)

Only Telcel has the iPhone and there's no end in sight to their exclusivity. And with a population of over 100 million people apple could benefit from having several carriers for their phone.

Canada only had 1 carrier as of 3 months ago. Of course, that carrier was the only GSM carrier in the country too. Bell and Telus got the iPhone has soon as they deployed their 3G network.

Believe me, there is no exclusivity elsewhere. Carriers just don't want to have the iPhone if they don't have it and can.

Yeah right... so 50:50 confirms your point. NOT.
Neither of us was right.

It's not 50:50. Do you have any data on exclusivity contracts for the countries that don't have more than 1 carrier with the iPhone ? I thought not. A country not having multiple carriers with an iPhone is not proof that Apple has an exclusivity deal, only that 1 carrier has the iPhone.

His point and mine still stand. They are expanding carriers because they can. People crying exclusivity is only a US thing (and Germany it seems).

RIM's about to get creamed.

Haha... so funny and predictable. RIM creamed Apple last quarter, showing more growth and more market share than the iPhone (08 Q3 vs 09 Q3). RIM is very much alive, Apple won't easily get into the business sector, especially not after the Exchange support fiasco of a few months ago :

http://gizmodo.com/5357285/iphone-os-31-breaks-ms-exchange-on-older-iphones

BRLawyer
Dec 14, 2009, 04:56 PM
It's not 50:50. Do you have any data on exclusivity contracts for the countries that don't have more than 1 carrier with the iPhone ? I thought not. A country not having multiple carriers with an iPhone is not proof that Apple has an exclusivity deal, only that 1 carrier has the iPhone.

His point and mine still stand. They are expanding carriers because they can. People crying exclusivity is only a US thing (and Germany it seems).



Thank you for answering on my behalf, that was exactly my point. There is a BIG difference between exclusivity as a market strategy (US and Germany) and having single carriers due to locally-driven factors (such as size of markets, presence of multinational carriers and GSM availability).

Exclusivity as a strategy paid off in the US and Germany when the iPhone was THE SINGLE innovative smartphone...now that others have copied it and joined the fray, the business appeal for contractual exclusivity is not that big anymore...

Apple has tested and won in many markets, so now it can go guerilla elsewhere with little tradeoffs.

MadeTheSwitch
Dec 14, 2009, 05:29 PM
Absolutely NOT. Verizon is totally out of the iPhone game.

For the moment, maybe. For the long term though? Don't bet on it. Once all the carriers move to their 4G networks all bets are off.

BRLawyer
Dec 14, 2009, 05:31 PM
For the moment, maybe. For the long term though? Don't bet on it. Once all the carriers move to their 4G networks all bets are off.

Sure, I give you that (even if I still think that SJ won't let Verizon have it after the latter's marketing blunder)...once LTE is in place for all, it's gonna a different game altogether.

MadeTheSwitch
Dec 14, 2009, 05:31 PM
They won't sell a phone. The iPhone is passé, Android is the new great thing.

Until Apple releases a new version. And the tug of war will continue.....

OrganMusic
Dec 14, 2009, 05:35 PM
They'd have no trouble making crazy sales numbers if they would just make a CDMA phone for verizon!

IBradMac
Dec 14, 2009, 05:36 PM
Sure, I give you that (even if I still think that SJ won't let Verizon have it after the latter's marketing blunder)...once LTE is in place for all, it's gonna a different game altogether.

How so?

KnightWRX
Dec 14, 2009, 05:47 PM
How so?

Because every carrier will be working on the same standard, and as such, every carrier will have access to every phone from the get go.

danjferguson
Dec 14, 2009, 07:09 PM
They'd have no trouble making crazy sales numbers if they would just make a CDMA phone for verizon!

It's actually VzW who screwed themselves. If they had chosen to go with the global cellular standard for networks, they would have an iPhone now I'm sure. The iPhone is so successful globally because most countries are GSM, not CDMA, although there are a few out there, but they are horrible IMO.

franzmueller
Dec 14, 2009, 11:48 PM
wow you've waited four months!?!?! that's crazy... are you sure the order was successful?

Oh yes ..... there are simply no iphones around besides of probably Main cities like Barcelona or Madrid .

No idea if Movistar is not ordering enough or Apple is not sending them ... either way my 3G was delivered in October last year and was ordered in July ....

Saludos

BongoBanger
Dec 15, 2009, 02:07 AM
RIM's about to get creamed.

RIM's current rate of growth is greater than Apple's I thought?

FanboyE
Dec 15, 2009, 02:16 AM
the day they have the iphone available on Verizon, i am switching from AT&T

Srai-W
Dec 15, 2009, 05:08 AM
Singapore now has all three telcos selling the iPhone - Singtel (the original) and now Starhub and M1. Can only mean more sales.

Add that to the fact that almost everyone I see on the train has one.