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There should be no reason for a S cycle model to not beat the first version simply because supply is always better on the S cycle and so most of the people who want one can get one on the first weekend unlike the iPhone 6/6+

My guess is iPhone market has become so big that it now splits into 2 groups: one who purchase the first iteration and another who purchase the s iteration. Initially the second group is much less than the first, but eventually it has caught up and now almost reaches to the point of equality. I know for the fact of few friends who only change their iPhone during 's' cycle. I myself only bought one during the first cycle. With the new Apple upgrade program, I guess there will be even more people who change their phone every year.
 
It makes me wonder, though, why Apple doesn't have 20 or 30 million iPhones available on the launch weekend.

Easy. It takes longer to manufacture and stockpile that many million items, so they would have to start shipping them later.

I'd rather that Apple start shipping new product ASAP, as soon as they have enough for most of the people who order the first hour or stand in line on opening day... and not wait however many weeks longer it would take to manufacture around 20 million more.

If you are a manufacturing genius who can figure out how to make millions of quality devices faster than Cook, Williams & co. can, then go to work for Apple and earn your massive $$$$ pay package.
 
ok... so users would rather have massive delays would they ? because it won't improve, u know that right ?

They have have shipments pile up, but there will be zero delays. That's a small price to pay for getting products "on time"
 
Easy. It takes longer to manufacture and stockpile that many million items, so they would have to start shipping them later.

I'd rather that Apple start shipping new product ASAP, as soon as they have enough for most of the people who order the first hour or stand in line on opening day... and not wait however many weeks longer it would take to manufacture around 20 million more.

If you are a manufacturing genius who can figure out how to make millions of quality devices faster than Cook, Williams & co. can, then go to work for Apple and earn your massive $$$$ pay package.

The only idea I can offer is to start manufacturing them earlier to make the initial launch supply larger.

But I'm sure they've though of that already :D
 
The only idea I can offer is to start manufacturing them earlier to make the initial launch supply larger.

If you could start manufacturing sooner for a larger supply, you could also start shipping them sooner with the current typical supply (and make more money faster than waiting). So you end up in the same situation.

Building inventory creates expenses without profits. Accountants (CFOs) hate this.
 
If you could start manufacturing sooner for a larger supply, you could also start shipping them sooner with the current typical supply (and make more money faster than waiting). So you end up in the same situation.

Building inventory creates expenses without profits. Accountants (CFOs) hate this.

Correct, inventory is a nightmare, every seconds the spare parts and final products sitting in warehouse = $$$ spent on nothing. The right way to do it is produce, assembly and delivery on demand. But with millions of iPhones ordered, Apple needs to work fast enough to satisfy the delivery date + probably with 110% stock on store (not warehouse).
 
If you could start manufacturing sooner for a larger supply, you could also start shipping them sooner with the current typical supply (and make more money faster than waiting). So you end up in the same situation.

Building inventory creates expenses without profits. Accountants (CFOs) hate this.
I see.

My thing is... the people who ordered between 12:01am and 12:03am will get an iPhone on September 25.

Those who ordered after 12:04am won't get an iPhone until the end of October.

First world problems, right? :D
 
Those who ordered after 12:04am won't get an iPhone until the end of October.

First world problems, right? :D
If you don't want rose gold, a lot of models still set for delivery 9/25 (at least in the US). Even as of today 9/14.

[Unless your comment was referring to past iPhone launches.]
 
If you don't want rose gold, a lot of models still set for delivery 9/25 (at least in the US). Even as of today 9/14.

[Unless your comment was referring to past iPhone launches.]

Ah yeah. iPhone 6s are still on time for Sept 25

I've been watching ship times for the 6s Plus.. those are still backed up 3-4 weeks.
 
Better camera? If you look at the specification they only increase the pixel size. It's the exactly same lens as last year. The minor difference is the F/2.2 stop. I wouldn't compare this camera with the one in the SG6+.
Increased pixels
4k video recording
Mechanical OIS in video mode now
..so yes, I'd say improved Camera.
 
The only idea I can offer is to start manufacturing them earlier to make the initial launch supply larger.

But I'm sure they've though of that already :D

If you could start manufacturing sooner for a larger supply, you could also start shipping them sooner with the current typical supply (and make more money faster than waiting). So you end up in the same situation.

Building inventory creates expenses without profits. Accountants (CFOs) hate this.

The issue is not creating inventory in this case but the fact that Apple simply can't start to produce the iPhone sooner without it eating into the iPhone6 manufacturing capacity (unless they build a new factory to build inventory and as Firewood says that is from a supply chain management and accounting point of view the worst thing you can do).

If Apple would start to produce the 6s earlier to have more starting inventory, then that would mean a shortage in 6 model iPhones several weeks before the launch of the 6s. They cannot afford this since the 6 will still be a hot selling phone next year.

But there is another factor. The product lifecycle of the iPhone is very short and is probably a bit over a year (this means that they started designing the 6s before the 6 was released). That sounds like a long time but it isn't if you factor in the design and testing of the device itself, but also the design and testing of the manufacturing setup. It might seem simple to just put a different phone in the machine, and start cranking out 6s in stead of 6. But it is much much more complex than that. Many of the machines need to be retooled and reconfigured, which takes a lot of time and effort. And thousands of assembly workers need to be trained on new procedures for the next model. All of this needs to be tested before manufacturing can commence.

So you can bet that there are a lot of people with multiple ulcers, lots of grey hair and three coffee machines on continuous drip scrambling all year to make the deadline of the iPhone introduction.
 
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And this, folks, is why quite a few of us don't take the opinion of shareholders in high regard. :)

So, then please tell me how it matters who buys the phones? And according to you what should shareholders focus on in stead, besides a solid business that is built to grow profit and revenue by producing products that consumers want?

Your comment sounds very much like one of these knee-jerk "oh, a shareholder/analyst (cross which doesn't apply)! What he says must be nonsense because I hate them" type of comments.

Don't you think it is a bit cowardly to not answer when you criticise people like that? Or were you just trying to incite a flame war? It is a pity because usually your posts and answers have substance.
 
Apple has informed the media that iPhone 6s and iPhone 6s Plus pre-orders are "on pace to beat" last year's record-breaking 10 million iPhone 6 and iPhone 6 Plus pre-orders sold on launch weekend in September 2014.

Of course, preorder numbers are different from launch weekend sales figures.

Preorders are not sales until delivered. So they can usually be added to launch weekend sales to gauge total initial interest.

Apple:Last year, Apple announced the iPhone 6 and iPhone 6 Plus received a record-breaking 4 million pre-orders on the first day alone, and later confirmed that opening weekend sales topped 10 million.

Yes, in 2014 they gave two figures. But this year Apple only said "We are on pace to beat last year's 10 million unit first-weekend record when the new iPhones go on sale Sept. 25." No preorder figures.

Apple usually gives two numbers:

1) The number of preorders. These are NOT COUNTED AS SALES UNTIL THEY ARE DELIVERED, sometimes months later. Therefore they're mostly useful as a gauge of initial consumer interest. Think Apple Watch.

2) The number of launch weekend sales. THESE ARE DEVICES THAT WERE ACTUALLY SOLD TO RETAILERS OR TO APPLE STORE IN-PERSON CUSTOMERS (or any preorders that got delivered). These are what count towards sales figures and revenue. Usually the majority of launch weekend numbers are sales (shipments) to retailers, so they are useful as a gauge of retailer interest, and of how well production is going.

Huh? The weekend ended already, it either beat last year's numbers or it didn't. What on earth is "on pace"?!

Good observation. Apple failed to give actual preorder numbers this time, which is why there are articles like this one:

Here's a report that is quite interesting.

"Apple fudges all-important first weekend sales report"

http://www.smh.com.au/digital-life/...-are-off-to-strong-start-20150915-gjmpwu.html

The primary reason to not give preorder numbers, is if they were less than expected. This does not mean the device won't sell well in stores, but investors and the press pay close attention to preorders (or lack of them).

In other words, if they sell a little more on launch weekend, but have fewer preorders that will eventually count as sales, the total could be less than last year or what is expected.
 
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Ok... so manufacturing is the limiting factor.

Can't they start building these phones a week or two earlier?

(I realize the fine folks at Apple are much smarter than me... I'm just trying to wrap my head around this...)

Forget about a few weeks early, Apple would have loved to have designed and built the iPhone 6s a year earlier. Think how advanced it would have been in 2014 compared to other phones on the market. But Apple is limited by how fast it can get everything worked out and all the tech advances that the various component manufacturers have to achieve. I'm sure they work as fast as they can and get the product and the manufacturers ready to go as soon as possible. But design takes time. Especially design of something that Apple plans on selling over 100 billion dollars of. And every component, some of which like 3D touch are cutting edge needs to be worked out and near perfect before the total machine can be turned on and manufacturing go full speed.

I'm sure Apple started the manufacturing lines going as soon as possible. But there is one other issue. Storing millions of iPhones means storing hundreds of millions of dollars (even billions) worth of fairly top secret but small stuff. They don't take up too much room, but it isn't a trivial task to keep this mainly under wraps before the keynote. And they can be stolen with a quick swipe and dropped into a pocket. Yes tons of parts leak. But surprisingly few complete iPhones leak ahead of the keynote. That indicates to me that there aren't that many made and what are made and being prepped for shipment are under some pretty serious security.

So I think it is two parts, time and security, that lead Apple to be supply constrained and why they can't start manufacturing too early.
 
Not to forget processor being up to 70% faster and graphics even better than that

There are plenty of reasons to upgrade

3D touch
2GB of ram
better camera
4K recording
Live photos

and the sales prove that plenty want the 6S

Really?? All these items worth upgrading. Let's go one by one.

3D touch-Pure marketing. You can do that now when you want to delete an apps....Remember the squiggle.

2GB of ram-Yes...worth the upgrade.

Better camera-The same lens as last year with higher mega pixel. Please don't make an accuse that the software is going to make magic.

4k recording- Have you seen the specification for recording on this feature. Example, you will have 30 minutes of 4k recording to fill your entire 16g on your iPhone 6s. Talking about storage needs......

Live photos-Really Animated GiF.

Ah the whole processor myth. I remember the day of Intel and AMD. Faster clock speed on their processor just to make everyone happy. Moore's Law!!!

Let's see. The only reason to upgrade is for the RAM but if you consider the new weight of the phone in comparison to last year....i'll pass. Thank you.....
 
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