Why does this surprise you? There is a HUGE percentage of people who never upgraded to the 6 due to contract obligations.
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Apple Says iPhone 6s and 6s Plus 'On Pace' to Top Last Year's Record 10 Million Sales on Launch Weekend
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Why does this surprise you? There is a HUGE percentage of people who never upgraded to the 6 due to contract obligations.
Yes but the people who got the 5S the year earlier are off contract and last year there was a lot more deals about that enable people to upgrade early. A lot of Android users are getting fed up of Android and Samsung customers haven't reacted that well to their new phone. This on top of the easier way to transfer content from an Android phone to iOS should mean a lot of Android users will be switching this year as well.
At some point phone burnout will happen just like PC burnout when people realize they do not need a new phone ever year or two.
I assume they have to get numbers from all of the retailers in all of the countries that allowed pre-orders. IE, carrier partners, retail stores like Best Buy, etc. Takes time for all of the reporting to come in from the four winds.
I just thought the 6s wouldn't beat the 6 when looking at pre-order figures for the weekend.
It's very telling that they choose not to report the first 24 hours of sales, which they have in the past. "On pace" to top 10 million for the weekend, to me, is code for: We didn't beat the 24 hour record, so we're scrambling to get the total above 10 million.
I'm not surprised. Beating numbers like 4 million and 10 million are a tall order.
I'm not surprised. Beating numbers like 4 million and 10 million are a tall order.
How do you scramble to get the total above 10 million? People either buy it or they don't. They clearly are buying it.
Uh we've been 'consuming' them and upgrading just as frequently as the 90s, they just cost alot more.
Spin.
Read between the lines here guys. The statement says they didn't sell as many phones as last year, yet some comments on this thread are congratulating them as if they have!?
What they are doing is saying we didn't do as well as last year but, we will, to save the stock price.
Now that by no means suggests its a failure. What Apple is trying to do in the long term isn't sustainable. No Apple product will be a failure, but some years will be better than others.
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Truly remarkable. Only Apple can sell more iPhones this year than last year.
What evidence is there of that? If anything, I would support the idea that demand is typically lower on the S Cycle, since it isn't attracting as many people seeking the iPhone for it's new looks (unlike the Non S cycle).
Good point. There really is no comparison because China is a huge market and by launching in China they are getting a bump to first weekend sales that is being drawn forward out of a China launch that last year happened later in the quarter. Last year there was a bump a month later when China launched.
However, one key thing is that Apple's launch weekend sales are limited much more by supply than demand. Last year Apple sold 10 million in the launch weekend, but we know (because the phones actually sold later) that there were many times that folks in the world who wanted to buy it. I was one of them who didn't pre-order because I wanted to see the Plus in person before deciding. So really Apple is telling us only that they've improved launch day yields and that demand hasn't cratered. Demand for this model world wide could still be less than for the iPhone 6. We won't really know until we have a full quarter of sale information.
Two people so far in my family are upgrading (besides me). One coming from a 5, another from the 5S. On the last earnings call Apple said the percentage of install base that upgraded to the 6/6 Plus was still pretty low. So I expect a lot of 5/5S/5C owners to upgrade this cycle.
Can't wait what the next .....gate will be with this one.
Launch weekend sales are limited by supply not by demand. Apple regularly sells every iPhone it has on launch weekend and this year is unlikely to be an exception. You watch, every store in the U.S. will be sold out by the end of the weekend. Same thing will happen in China and everywhere else in the world. The supply chain is so strong that new phones will come in from place to place and time to time, but there won't be any Apple stores just sitting there with iPhones on the shelf available for purchase by the end of even the first launch day, much less through Sunday when re-supply shipments dry up. If Apple had had 15 million iPhone 6 available for sale last year, it would have sold them all on launch weekend. This is especially the case if it had launched in China that weekend. So launch numbers are really just Apple and Tim Cook showing off how much supply they are able to stockpile ahead of launch. And I think it is easier to stockpile the S cycle phones because form factor and assembly is much more similar to the phones the manufacturers have been producing for a year already.
Also, pre-orders started on a Thrusday night at midnight last year. They probably have to wait until the end of today to get full numbers for their "opening weekend". I won't even pretend to understand how they could pump out more orders with literally hours to go before Monday is over, but I'm sure they have ways to get a few more sales quickly to get to a safe number of pre-orders to keep Wall st. at bay.
It doesn't matter. They are selling more and that is what is significant. As a shareholder I don't care who buys the phones as long as they are being bought.
Wonder how many people sold their body parts to buy it.
Hope that Chinese kid who sold his kidney in 2012 to buy an iPad and iPhone can still upgrade it to the latest iOS....
Hope that Chinese kid who sold his kidney in 2012 to buy an iPad and iPhone can still upgrade it to the latest iOS....