Everyone's talking about specs and names and marketing, but let's not overlook the major thing here.
It seems like, and we won't know for sure for a while, that Apple had maybe twice the supply ready this time around, perhaps even more. All we really know is that AT&T sold twice as many phones in the same time period, and there's actually 4 (in the US) stores to buy from instead of just 2.
Well, Apple promised to make this the fastest rollout ever, and wow, it seems they needed it.
Jeff Williams sure has his work cut out for him. I would be fascinated to see the logistical operation behind such a massive rollout. Tim Cook as former COO certainly had a big role in planning this, so he's got to be feeling pretty good now as CEO watching the sales numbers come in and the shipments go out over the next few months. I think Wall Street will have a healthy respect for the new CEO after this launch, erasing any nervousness over Steve Jobs stepping down and his tragic death.
No doubt they'll learn a lot and plan for an even bigger launch for the iPhone 6 (as the next phone will be the
sixth phone, not the fifth). It would not surprise me that most of the sales now are from 3G, 3GS, and non-iPhone customers, and next time around it will mostly be 3GS, 4, and non-iPhone customers, which is certainly a bigger pool of upgraders, especially as the dumb phone customer is turning more and more towards smart phones.
I think Apple will settle into a fall launch schedule, going forward. It's a great time of year to do it, as the supply chain will probably be running pretty smoothly in time for the big holiday demand, and it can continue to take a big bite out of whatever market share their competitors will want to get that time of year. The fall used to be iPod time, but iPods are pretty much going out of fashion over at Apple. They're not really second class devices yet, but certainly iPhones and iPads take a chunk out of the market and it makes sense to release new low end iPods at the same time as iPhones, with the iPod Touch perhaps coming out in the spring with new iPads.
Overall, I'm not surprised in the least that the 4S was so successful in preorder, but it is certainly impressive to see the numbers come in. I'm particularly hopeful that Sprint does a massive amount of business, perhaps attracting switchers from AT&T and Verizon. I'm not a Sprint customer, but competition is a
good thing. I'm encouraged by word that Sprint is very happy, and their preorders exceeded their expectations.