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Old Dec 16, 2012, 09:35 PM   #51
Joe-Diver
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I'm sure Samsung ad execs are scratching their heads, wondering how to come up with an ad that makes all those Chinese look stupid and out of touch for buying the iPhone.

(and why they have to)
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Old Dec 16, 2012, 09:36 PM   #52
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huge ads saying they give freebies on launch day.



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Old Dec 16, 2012, 09:39 PM   #53
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Why do people keep throwing these "the total number of blah blah blah". It's ONE weekend. Did anyone expect all 200M or whatever 3G customers to go out and buy the the phone in one weekend?
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Old Dec 16, 2012, 09:41 PM   #54
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Can we have something we can compare to?

How did iphone 4 or 4s did on it's first 3 days?
How about samsung s3?

This article is really empty without something we can relate this number to past performance from itself and it's competitor.
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Old Dec 16, 2012, 09:45 PM   #55
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Originally Posted by nonamelive View Post
Not 1.3b any more. At least 1.7b now.
1.9b since your post.
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Old Dec 16, 2012, 09:58 PM   #56
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Originally Posted by tech4all View Post
It's an overpriced item for it's specs. The Nexus 7 beats in every way hands down.
Except usability, web browser speed, app responsiveness, cameras, app selection, game selection. You know... Things that are not at all important.

But don't let reality get in the way of a good Android fired Apple hate.
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Old Dec 16, 2012, 10:07 PM   #57
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Could someone post for how much is iP5 being sold in China and the terms? Are they pretty much similar to US, 2 year commitment and about $200?
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Old Dec 16, 2012, 10:12 PM   #58
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Originally Posted by Rogifan View Post
Sorry I thought MacRumors would be a site mostly for Apple fans. These days it seems to be a site mostly for Apple haters. Or people who think they're superior to others because they're an "informed consumer" with no biases (yeah right). "Informed consumer" aka anti-Appe pro-anything else.
You should not say any bad thing about them because Apparently defending Apple is considered trolling and behaving like sheep, but trashing Apple in every post is acceptable.

Go figure.
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Old Dec 16, 2012, 10:12 PM   #59
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Quote:
Originally Posted by gmanist1000 View Post
2 million out of a population of 1.35 billion, doesn't look impressive... but it's a huge number. Now if they could get the phone on China's largest network that has close to 500 million subscribers.
Those carriers are going to take market share from China Mobile. This was the experience with AT&T during the iPhone rollout and exclusivity. It doesn't matter one wit the exclusivity away from China Mobile is self-imposed.

China is about to experience an example of the free market working against entrenched interests. Put that on You Tube.

BTW Android users buy more contracts and have more devices but have 1/10 the data usage. Great for networks! Bad for users.

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Old Dec 16, 2012, 10:15 PM   #60
Twixt
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It s a miss and will be read this way.
iPhone 5 is a bust in comparison with analysts expectations and stock is way down from $700+ mostly because of that. It s not absolute numbers that matter, but relative performance! Citi just downgraded, stock should go more down
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Old Dec 16, 2012, 10:17 PM   #61
Bruce Oksol
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Quote:
Originally Posted by gmanist1000 View Post
2 million out of a population of 1.35 billion, doesn't look impressive... but it's a huge number. Now if they could get the phone on China's largest network that has close to 500 million subscribers.
Many, many years ago, people like Dell felt Apple should fold: Apple had only 2 percent of market share.

But Steve Jobs was not concerned. He noted that Microsoft had 95% of market share.

Steve Jobs said it would be easier for Apple to double its market share, than it would be for Microsoft to double its market share.

Likewise, if Apple sold "only" 2 million in a country with 1.3 billion people, look at the potential. In the meantime, Apple has 45% margins on 2 million more iPhones sold. This really is quite incredible.
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Old Dec 16, 2012, 10:25 PM   #62
Masterkona
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I see a problem with current estimates for this coming quarter.
This is an idea of a realistic Iphone 5 estimate.


September 21-30 (200,000 per day) = 1.8 mil
October 1-31 (250,000 per day) = 7 mil 750k
November 1-30 (400,000 per day) = 12 mil
December 1-31 (400,000 per day) = 12 mil 400k
January 1-21 (300,000 per day) = 6 mil 300k
Assume 11mil from initial weekend release globally
--------------------------------------------------------------
51 million 250K
+ 9 mil 760k IPhone 4S
----------------------
61 mill 10k iPhones total.


For the heck of it, I'll assume they sold 80k iPhone 4S per day continuously as It seems very realistic.

Am I missing anything? Anyone know of any website that has an idea of what production capacity is at Foxconn? Since supply issues were settled around early November, I am assuming 400k per day is capacity. These number seem very conservative, especially since Apple sold about 385k per day in May Quarter. With the expanded global rampup and current first weekend sales figures being 50-100% higher than prior records, I have a hard time believing the record from 2 quarters ago is as high as they can get.

Last edited by Masterkona; Dec 16, 2012 at 10:32 PM.
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Old Dec 16, 2012, 10:31 PM   #63
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Bet Apple sure likes the increased margin with not having to take international shipping into account in their margins.
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Old Dec 16, 2012, 10:34 PM   #64
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Originally Posted by i.mac View Post
That's ok. 140 million android devices yield about the same profit than 2 million iPhone (not counting iPads here).
140m x 0 = 0

😜
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Old Dec 16, 2012, 10:38 PM   #65
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Citi downgrades Apple while Morgan Stanley says iPhone sales are still very strong and Apple could sell 50m+ this quarter. These clowns really don't have a clue do they.

http://finance.yahoo.com/news/meanwh...030416561.html

----------

Quote:
Originally Posted by Twixt View Post
It s a miss and will be read this way.
iPhone 5 is a bust in comparison with analysts expectations and stock is way down from $700+ mostly because of that. It s not absolute numbers that matter, but relative performance! Citi just downgraded, stock should go more down
And Morgan Stanley says the opposite. http://finance.yahoo.com/news/meanwh...030416561.html

Who you gonna believe?
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Old Dec 16, 2012, 10:41 PM   #66
zukernik
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Originally Posted by nastychild View Post
Could someone post for how much is iP5 being sold in China and the terms? Are they pretty much similar to US, 2 year commitment and about $200?
$850/$975/$1100

3G contracts in China start at $7 a month for 150mb 50min and go up from there with the most expensive plan costing $140 a month. Anything you use in excess of that costs $0.05 per MB and $0.025 per minute. Text messages are usually free on contracts.

Here are the iPhone specific plans:
http://3g.10010.com/3gindex/3gfee/iPhone_plan.html
Here are the subsidies for various contracts:
http://iphone.10010.com
100 RMB = 16 USD

Last edited by zukernik; Dec 16, 2012 at 11:03 PM.
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Old Dec 16, 2012, 10:43 PM   #67
c0venant
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Originally Posted by Boomish
Android has over 140 million users already!!!
of course Apple should have the same amount of sales, because there is no difference between [a huge variety of] Android phones that cost $80 and a company that only sells expensive high-end smartphones like Apple.
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Old Dec 16, 2012, 10:59 PM   #68
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Originally Posted by Rogifan View Post
God this site is going to the dogs with all the anti-Apple trolls here.
Fandroids are like Ron Paul nuts: they've infested the Web and they never shut up.
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Old Dec 16, 2012, 11:08 PM   #69
osaga
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Originally Posted by Mad Mac Maniac View Post
This is gonna be a killer quarter...
Apple will have its best quarter ever and the stock will still plunge. Its almost as if at some point they'll have more cash in the bank than the stock value of the whole company.
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Old Dec 16, 2012, 11:17 PM   #70
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Originally Posted by Mad Mac Maniac View Post
This is gonna be a killer quarter...
Quick, everyone sell your AAPL!

Last edited by Morshu9001; Dec 16, 2012 at 11:22 PM.
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Old Dec 16, 2012, 11:19 PM   #71
Michael Scrip
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Originally Posted by bobob View Post

Time to update your stereotype.
I admit my photo was a bit harsh... I apologize.

On the other hand... I've heard that Apple's addressable market in China is only 400 million customers.

That's 1/4 of the population of China. In other words... 3/4 of the population in China cannot afford $800+ iPhones.

I should have lead with that... not the photo.
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Old Dec 16, 2012, 11:21 PM   #72
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I can see the Wall Street headlines tomorrow reading "Apple only sells 2 million iPhones in first weekend in China. Analysts projected sales of 3 million. Apple fails."
Haha, like "Apple's projected price downgraded to $700 from $750" *people sell down to $509*

I had some FedEx stock once. The analysts downgraded it and urged to sell. It went up 30% as I held. Apple's stock was supposed to hit $1000 by now. I think they're called analysts because they pull stuff out of their butts.
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Old Dec 16, 2012, 11:27 PM   #73
haruhiko
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Originally Posted by kkent25 View Post
I can see the Wall Street headlines tomorrow reading "Apple only sells 2 million iPhones in first weekend in China. Analysts projected sales of 3 million. Apple fails."
Spot on. I think all of the Fandroids here pull out predictions and comments better than the analysts.
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Old Dec 17, 2012, 12:09 AM   #74
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Originally Posted by Michael Scrip View Post
And most of the Chinese population live in conditions like this:

Thumb resize.

So 2 million the first weekend is fine considering their addressable market.
Yes, but probably 20 - 50 million upper middle class families, 300+ million middle class families. There's a lot of buying power in China - more than some countries like Canada!

----------

Quote:
Originally Posted by Michael Scrip View Post
That's 1/4 of the population of China. In other words... 3/4 of the population in China cannot afford $800+ iPhones.
Yeah, and neither can most Canadians or Americans!
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Old Dec 17, 2012, 12:14 AM   #75
chrismarle
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The iPad mini is a perfect example. It's an overpriced item for it's specs. The Nexus 7 beats in every way hands down.
I lol'd.
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