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Apple Slashes iPhone 5 Part Orders Due to Weak Demand

Saladinos said:
I'm not surprised.

I usually try to judge these things based on anecdotal evidence, and from that perspective the iPhone 5 is a flop. Of course it depends on my location, place of work and a billion other factors, but in a modern busy city you see a lot of random people with their phones and occasionally you notice one.

I don't tend to see a lot of iPhone 5s around.

Personally, I'm not tempted to buy one, either. The iPhone today does basically the same things the iPhone 4 did, just faster. The iPhone 4 was as big of a shake-up as the iPhone's had since launch (and even then it was a new case and faster internals).

There hasn't been anything revolutionary. Nothing that really pushes the device to the next level or provides something radically different. NFC could do that, but in that case it's less about physically sticking it in to the phone and more about building up the infrastructure; unfortunately Apple doesn't seem to be doing anything there, and they don't seem to be doing anything else either.

As always, would love to be wrong, hope they have something really great. Unfortunately when you build your brand on innovative ideas, people expect you to keep delivering. When those ideas run out your brand will just lose steam.
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That's because the iPhone 5 _is_ the iPhone 4/4s. It's the 3rd generation iPhone 4.

The next one will be the 6 and 6s and the 7 will be the 3rd generation 6.

Then 8 and 8s with the 9 being the 3rd generation 8...

I'm ready to smell my own farts when the next iPhone is named and revealed...
 
gijoeinla said:
BS. This type of information doesn't "just leak" and gets picked up by publications. Even this post starts by stating "Apple slashes... part orders.. Due to weak demand"... Are you serious? Apple said this??? Really??
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Those Foxconn people know exactly how much Apple product is shipping out and what is in the pipeline, after all, they operate the whole manufacturing process. One of the Wall Street Journal sources could very well be someone from Foxconn. And to go along with your conspiracy theories, do you really think a publication as prestigious as the Wall Street Journal is making this all up?
 
gijoeinla said:
Yea ok but how come this solely focuses on displays only? Why? And why would any corporation on earth reveal proprietary info like this? This is beyond a rumor. It's a quoted article citing sources...
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The wall street journal has some decent articles at times. I'm not subscribed, so I can't access the full article. I can't look up their own citations. Macrumors simply cites the WSJ as it's considered a credible news source. I wouldn't worry about this kind of thing anyway. Apple has commented in the past regarding how quickly they turn over their inventory. It's possible that they frequently make small adjustments to orders. As for the rumor, it's still posted here as a rumor. Seeing as I haven't read the entire referenced article, I'm not going to read into it any further.

edit: This one suggests they're gauging the output of certain suppliers that are tied to Apple. It may not be something like information from whatever employee.

http://www.reuters.com/article/2013/01/14/us-apple-iphone-demand-idUSBRE90D04B20130114
 
SeattleMoose said:
Just talked to a few broker friends in NY and they said that Apple could drop so far and quickly tomorrow that trading on the stock might have to be suspended. Gonna be VERY rough tomorrow.....:eek:
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Wouldn't surprise me. The stock will get hammered tomorrow. Wonder if Apple will be forced to respond to this story?
 
ctyrider said:
Nonsense. Jailbreaking has been relegated to a niche that a very tiny fraction of potential buyers care about. Since Apple opened up the unlocking database to 3rd parties, that took away the biggest reason to jailbreak. I can absolutely promise you lack of JB has had no tangible impact on iPhone 5 sales.
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Okay well, when a jailbreak is finally released, I'll make sure I show you the data that shows the huge spike in sales.
 
This reaks of market manipulation. Let's talk after earnings.

Disclosure: I am long Apple.
 
lilo777 said:
Market analysts. And those (estimates) are the only ones that matter.
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Really ?

The iPhone 4S sold 4M units in the first week, while they expected 3M.
The iPhone 4S sold 37M units in the first quarter, while they expected 30M.

While the iPhone 5 first launched, this time these so called "analysts" gave a bold prediction: 10M units in the first week. And they claimed the iPhone 5 sales number is "disappointing" because it outsell iPhone 4S for 1M units.

Yeah, 10M units, matter my ass. Even the beloved Windows 8 didn't sell 10M units within the first week. That "estimation" is ultimately ridiculous, given the fact that the "record-breaking" 2012-Q1 sales number of iPhone 4S is only 37M units.

While the iPhone 5 launched in China, there was no long-line before Apple Store, so the "analysts" had predicted that iPhone 5 would be an epic fail in China and the estimated sales would be only "half of iPhone 4S", or less than 1M in the first weekend. And it turned out that Apple shipped 2M iPhones within the first weekend -- about 15% growth over iPhone 4S.

The facts is: these "Market analysts" have no clue about how to estimate Apple's sales number. What they do are no better than those fanboys and trolls on this forum: they guess.

Now this report is playing with the "doubling the number" trick again. According to the report, Apple was originally preparing screen components for 65M iPhone units in Q2. Read these words again. "65M" units in "Q2". Sixty-five million, in a quarter with relatively low demands. Does the journalist who originally wrote this story got drunk when working ? What the hell is that number this guy expected for iPhone 5 Q1 sales ? 100M ?

I truly wish I could live on the same planet as these "analysts", cause living there seemed to be quite easy: doubling the prediction, bashing afterward, and write articles explaining why Apple is doomed. What a dream job.
 
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I'm not surprised by this either. Like others, I have an iPhone 4. It's still going pretty good, and I'm honestly just considering paying the <$200 to get a new replacement through Apple.

I would have been drooling over the iPhone 5 if it was as thin as the iPod Touch's and had NFC though... Oh and a wider screen, rather thank just taller. Height was never the problem for me, but that could just be me.
 
The iPhone 4S is already such a great device I think a lot of previous owners are holding on to their still very capable handset.

I had an iPhone 4S and it had all the same software features as the iPhone 5 once you install iOS 6 so the only difference tangibly is the larger screen, thinner design. Stuff like that although nice isn't of paramount importance.

Of course I do love the larger screen but I think I would use an iPhone 4 or 4S again and not upgrade to the iPhone 5 had I known what I know now after owning an iPhone 5. Don't get me wrong, it is a nice phone, the best one I've ever owned but I could have happily lived with my iPhone 4S for another year and saved my money. ;)
 
ElRojito said:
Obviously you haven't used..... anything else. I'd take my nokia over a 3GS
Click to expand...

I hadn't said i haven't used anything else. I like my iPhone, thats a testament to how good a design it was. I use iCloud and photostream all the time so a IOS device is what i use.

So far haven't seen no reason to jump to Android or Windows.
 
SomeDudeAsking said:
One of the Wall Street Journal sources could very well be someone from Foxconn. And to go along with your conspiracy theories, do you really think a publication as prestigious as the Wall Street Journal is making this all up?
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Huh?

Their sources don't seem to be any more reliable than anyone else's.

The Wall Street Journal reports that Apple is working on a less-expensive iPhone and could launch it later this year -- which is pretty much what the WSJ also reported...two years ago.
 
So does Apple respond to this story or not? I know they're notorious for not responding to rumors but this this one will have a huge impact on the stock - I can easily see it below $500 at some point tomorrow. :eek:
 
Iphone UI interaction is seriously outdated as well. Look at how easy it is to stop an application that is running on Android vs the iPhone tap and hold fiasco.
 
Saladinos said:
I'm not surprised.

I usually try to judge these things based on anecdotal evidence, and from that perspective the iPhone 5 is a flop. Of course it depends on my location, place of work and a billion other factors, but in a modern busy city you see a lot of random people with their phones and occasionally you notice one.

I don't tend to see a lot of iPhone 5s around.

Personally, I'm not tempted to buy one, either. The iPhone today does basically the same things the iPhone 4 did, just faster. The iPhone 4 was as big of a shake-up as the iPhone's had since launch (and even then it was a new case and faster internals).

There hasn't been anything revolutionary. Nothing that really pushes the device to the next level or provides something radically different. NFC could do that, but in that case it's less about physically sticking it in to the phone and more about building up the infrastructure; unfortunately Apple doesn't seem to be doing anything there, and they don't seem to be doing anything else either.

As always, would love to be wrong, hope they have something really great. Unfortunately when you build your brand on innovative ideas, people expect you to keep delivering. When those ideas run out your brand will just lose steam.
Click to expand...
Yeah, NFC do that so well that even Google told that it will be still useless for many years.

Or perhaps you are talking about the super security hole of Samsung Galaxy line where you could hard reset the phone just with NFC....

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myrtlebee said:
Doesn't surprise me. Nothing made me covet iPhone 5. iOS is getting stale in my opinion. The products are becoming a bit boring and predictable lately. I love Apple, but it's just how I feel.
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I like this kind of statement. I think it's good, because it means that people owning iPhone just for looking cool during night party and so one will start to buy other phones.
 
Dorje Sylas said:
People are going iPhone 3G to iPhone 5. Mostly everyone else is holding pat because their iPhones "just work". Expect the next jump to be iPhone 4 users to the next iPhone after 5 (whenever that is). Partly because the lack of a GPU will tell sooner rather when later in overall performance.

Oh my gosh, sales of iPhones are slowing! Because most of the people in the current markets that have an iPhone have the one they want and it does what they want. The iPhone 4 and the step up to the iPhone 4S (with its GPU) do most of the current "Smart" tasks as well as they need to.
Click to expand...

That's not my experience.

I kept each my past iPhones over two years. When I saw the speed bump "S" updates were part of the roadplan I skipped the 4S and waited for the 5. And when the 5 launched I realised it was time to go elsewhere. So I've gone 3G -> 4 -> Galaxy S3. I bought both my iPhones on launch day, so in my office I'm seen as an Apple fanboy. There was shock in my team when I showed them my new phone. Honestly, I got bored with the small screen and the visually unchanging OS and wasn't scared to try something else. As much as I like to think I'm unique I think this reaction (in Europe certainly) is quite common - hence the sales of the S3 in the last quarter. My iPhone 4 worked, but it had a camera which could do with improvment and was getting slower over time - if you bought an iPhone 4 I don't think you are in the market for a simple functional basic phone which you will hang onto until it breaks.

I'd love Apple to come back with a new design which wins me back. But for now the iPhone 5 is on my list of things which disappointed me.
 
Maybe It's because iOS6 is falling behind? Not in terms of performance, but useful features. It could just be me, but I feel like there has not been anything that great coming from Apple for iOS lately..
 
SomeDudeAsking said:
Those Foxconn people know exactly how much Apple product is shipping out and what is in the pipeline, after all, they operate the whole manufacturing process. One of the Wall Street Journal sources could very well be someone from Foxconn. And to go along with your conspiracy theories, do you really think a publication as prestigious as the Wall Street Journal is making this all up?
Click to expand...

That's pure speculation. And no I don't believe that one if Apples "own" partners would put out info like this. No way. The Wall Street Journal -- prestigious ? The same ones that swore two days ago it hand first hand info that Apples own Phil Shiller dispelled rumors of a cheap iPhone? Later to site it as bogus?? It ain't so prestigious as you seem to believe anymore.. Heard of Rupert Murdoch? It's his paper. Enuff said.

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vvswarup said:
This reaks of market manipulation. Let's talk after earnings.

Disclosure: I am long Apple.
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Cheers! Finally someone with a sense of reality. And why is this coming at the perfect storm hour? After 6p PST just in time to properly circulate before opening.

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This just posted in seeking alpha..Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments

Mon, Jan 14, 2013 | by Adam Levine-Weinberg
about: AAPL | includes: VZ, S, T

So what would indicate a cut of half next quarter???!!! I don't believe it
 
If it wasn't for Maps, Apple wouldn't have needed a scale-down.

Sad, but true, that a really nice upgrade was ruined by one program.

BTW, I upgraded on Saturday (12 Jan). Nice having it not weigh as much, and the Retina-display is wonderful with my aged eyes.
 
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Apple Frankfurt Quote

Apple pricing on the Frankfurt stock exchange down 2.06% at 4:19 am est which is not as bad as we figured. Hope it can mirror in the States.
Apple needs to come out with guns blazing to shoot down this "falling demand"
garbage!
 
gijoeinla said:
That's pure speculation. And no I don't believe that one if Apples "own" partners would put out info like this. No way. The Wall Street Journal -- prestigious ? The same ones that swore two days ago it hand first hand info that Apples own Phil Shiller dispelled rumors of a cheap iPhone? Later to site it as bogus?? It ain't so prestigious as you seem to believe anymore.. Heard of Rupert Murdoch? It's his paper. Enuff said.

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Cheers! Finally someone with a sense of reality. And why is this coming at the perfect storm hour? After 6p PST just in time to properly circulate before opening.

----------

This just posted in seeking alpha..Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments

Mon, Jan 14, 2013 | by Adam Levine-Weinberg
about: AAPL | includes: VZ, S, T

So what would indicate a cut of half next quarter???!!! I don't believe it
Click to expand...

Doesn't matter, it's the Wall Street Journal and investors take its reporting seriously. I mean shoot, if a rumor in a piece of garbage like DigiTimes can drive the stock down certainly something like this coming from WSJ will do so. If this story is garbage it's up to Apple to say so.
 
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