iPhone 4S Demand Remains Strong as International Rollouts Continue

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Apr 12, 2001
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According to a pair of research notes issued today, demand for Apple's new iPhone 4S remains very strong as the company continues an aggressive international rollout schedule, with Apple's own retail stores typically running out of available units on a daily basis and pre-orders for the device in Hong Kong having sold out in only ten minutes.




Barron's details the first note, which comes from Deutsche Bank analyst Chris Whitmore. According to Whitmore's survey of 30 Apple retail stores, 85-90% of them are running out of iPhone 4S stock on a daily basis and encouraging customers to continue utilizing the reservation system that went into effect following the launch weekend.
Our retail checks reveal Apple is experiencing daily stock outs at ~85-90% of the ~30 retail stores we called. Apple employees are directing customers to make an online appointment (first come first serve) for next day pick up at nearby Apple retail stores as stocks appear to be refreshed daily at most locations.
Meanwhile, Apple on Friday began taking pre-orders for the iPhone 4S in fifteen new countries, including the very strong Hong Kong market where the company just recently opened its first retail store. According to Ticonderoga Securities analyst Brian White, Apple sold through its initial stock of iPhone 4S units in Hong Kong in only ten minutes.
Our checks indicate that pre-orders in Hong Kong were sold out within ten minutes after becoming available. In our view, this is a very positive sign for iPhone 4S demand in Greater China as Hong Kong represents the first entry of the new smartphone in the rapidly growing region and we expect the 4S to reach Mainland China in December. We believe this rapid sell out will rest concerns surrounding the uptake of the iPhone 4S in the Greater China region that were driven by the limited language capability of Siri, which did not launch in Mandarin or Cantonese.
As White notes, Hong Kong will be the first country within Apple's "Greater China" market to offer the iPhone 4S, and it will undoubtedly be a popular source for Chinese customers looking to have early access to the device.

Article Link: iPhone 4S Demand Remains Strong as International Rollouts Continue
 

JCCL

macrumors 6502a
Apr 3, 2010
878
874
Demand is Mexico is nowhere near as bad is it was for the iPhone 4, every store that sells it or Telcel has plenty. With the iPhone 4 it was impossible to find one during the first two months!
 

Shanpdx

macrumors 68020
Sep 24, 2008
2,458
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Blazer town!
can they meet the holiday demand?

poor att, veriozn and sprint if they cannot get enough stock as Apple Stores.

i am thinking go with iPhone 5 if i do not get the unlocked iPhone 4S by thanksgiving.
 

colonels1020

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Mar 9, 2006
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jonnysods said:
I want one, but I'm thinking that I will wait for a year from now...
Yeah, but if you wait a year from now, then the 5S will be coming out in only a year so you might be better off waiting for that.
 

moetownslick

macrumors regular
Jun 15, 2009
123
1
i'm coming from a samsung instint on sprint, so for me it was a no-brainer to upgrade.

my wife wasn't eligible for an upgrade yet, so i told her to wait for the 5.
 

nagromme

macrumors G5
May 2, 2002
12,546
1,196
Still debating if this is worth getting or waiting till the actual 5
Luckily my current contract isn’t up, so I can avoid the 4S temptation!

I’m aiming for the 5 myself... but there’s a BIG problem with that.

You see, 10-20 months later, the 5 will get a major internal upgrade, to a 5S, say... same shape, but a much better machine! Do I really want to get an iPhone 5, knowing something so much better is coming before my contract is even up? Plus, a second version of a proven design is likely to be even more refined and perfected (like the antennas on the 4S) vs. a brand-new design.

I say, wait for the iPhone 5S. Unless something better is coming after that, but I’ve heard no rumors about it if so...
 

needa

macrumors member
Sep 12, 2011
39
0
this article is proof in my eyes that people dont listen. the 4s has way too many issues for it to be selling out everywhere. i honestly thought they would have ironed out all of the problems by now with the .1 update, but they havent. they are still spitting out 150k a day so the build quality still sucks. they stated it would be a few weeks before they ironed out the battery issues and there is still glitch after glitch within the software.

did apple hit their "peak" with the i4? i think that might be highly possible.

may the -1s be stricken upon me for being 100% brutally honest.
 

Shanpdx

macrumors 68020
Sep 24, 2008
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Blazer town!
I say, wait for the iPhone 5S. Unless something better is coming after that, but I’ve heard no rumors about it if so...
but remember though like the PC CPUs, mobile CPUs will hit the wall and you will see very little performance improvement after i say two years.

Then it is all about features like

Screen size
battery
and stable OS.
 

msharp

macrumors regular
Jul 10, 2004
209
0
As White notes, Hong Kong will be the first country within Apple's "Greater China" market to offer the iPhone 4S, and it will undoubtedly be a popular source for Chinese customers looking to have early access to the device.
Wait, so Hong Kong is a country now?
 

jazzkids

macrumors member
Feb 3, 2004
79
0
Providence, RI
Luckily my current contract isn’t up, so I can avoid the 4S temptation!

I’m aiming for the 5 myself... but there’s a BIG problem with that.

You see, 10-20 months later, the 5 will get a major internal upgrade, to a 5S, say... same shape, but a much better machine! Do I really want to get an iPhone 5, knowing something so much better is coming before my contract is even up? Plus, a second version of a proven design is likely to be even more refined and perfected (like the antennas on the 4S) vs. a brand-new design.

I say, wait for the iPhone 5S. Unless something better is coming after that, but I’ve heard no rumors about it if so...
I like the idea of upgrading every other bump. I have the 4 now. The 4S is nice for SIRI and the better optics, but it would not really feel like a good upgrade, but the 5 should feel good.

However, I got the iPad 1 and waited on the 2, holding out for the 3, only to find out that it would take a loooong time for the 3 to actually surface. But it will feel good to get one once they do come out.

I think it really depends on product cycle. With a yearlong cycle (like the iPad) I would probably upgrade each year. However, the iPhone seems to be on a bi-yearly upgrade, so holding out 1 upgrade isn't so bad.
 

Shanpdx

macrumors 68020
Sep 24, 2008
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Blazer town!
However, I got the iPad 1 and waited on the 2, holding out for the 3, only to find out that it would take a loooong time for the 3 to actually surface. But it will feel good to get one once they do come out.
iPad 3 will be released next march 2012 with or with out the LTE.

but iPhone 5 is different case, it has to wait till LTE is available (with good battery life) till fall of 2012
 

WissMAN

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Jun 19, 2009
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Lone Star state
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I heard there were some extras in Germany. ;-)
 
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