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I would be sincerely curious to see new vs upgrade #s.

After reading this article, especially which brought up some interesting points.

Apple just lost the global smartphone war to Google
https://www.linkedin.com/pulse/arti...e-war-to-google?trk=tod-home-art-list-large_0

The carriers had announced pre-orders around 30-40% are former android users which is a massive blow to the premium android houses as this is their wheelhouse. Wait for october to roll out... often pre-orders are enthusiasts and do not represent the normal mix (see 5C strong sales vs week preorders).

That article you linked is rather ridiculous. Imho its clickbait drivel.
 
10 M is booked sales. Apple's actual sales are not a mystery, they are very open about their actual numbers unlike Samsung which does include channel fill. Last year, it was 9M using the same metric with China included! If they had launched in China they probably could have sold 2-3M more.

Considering the average selling price probably is around $800 dollars. They just make 8 Billion dollars in revenues (5B in gross profit). Not bad...

If this number includes only real devices sold to end-customers (and not pre-orders) as was discussed before, then launching in China would do absolutely nothing with this number, because demand is already much higher than supply now and increasing it even further would not magically manufacture another 2-3 million of units that could be sold.
 
I don't think one or the other alone is useful. Each method has it's own sustainability pluses and minuses.

It depends what your business model is. If you're Google or Facebook obviously market share is king. You want as many eyeballs as possible. If you're a hardware company like HTC market share doesn't matter much if you're not making much money off what you sell. It's hard to make up a lot of profit on volume if the margins are thin.
 
This particular store closes at 7PM Sunday and reopens at 9AM Monday. There are no couriers that provide deliveries in our region (or any other?) after 7PM on a Sunday. The first appointments for reservation pickups are 9AM this morning.

So...it looks like Apple turns away willing customers, standing in their stores, when they have devices stacked up and ready to sell in their stockrooms. There is no capacity management/crowd control defence because this particular store was busy, but with no lines all day Sunday. We were in the store earlier to pick up a case and there were maybe 5-6 people waiting for reservations, not unlike most days when there are people waiting for out-of-warranty repairs or Genius appointments.

So, I drove away having been willingly wallet-raped, with a phone with a buggy OS and a sticky-out camera, that does precisely nothing that my previous 5s couldn't do - and I was one of the lucky ones.
Hmm, not necessarily true that couriers don't deliver that late. Apple may have contracted to do just that. I know that in my area (San Antonio), UPS and FedEx sometimes deliver until 8 or 9pm when needed.

You also say that they had Full inventory. Exactly how do you know this? Just because their web site says that a 6+ Space Grey 128GB is available at midnight may mean that they have ONE available. I would not consider that "full" availability.

And regards to your last statement that you bought a "buggy OS, sticky out camera that does precisely nothing that my previous 5s couldn't do" - WHY did you buy one if it is so bad??????

Neither my wife nor I have experienced ANY bugs so far on our 5s with iOS 8 - so that statement is completely subjective. Please elaborate on what bugs you have experienced.

Oh, and I will be getting a 6+ in the near future for many reasons, not the least of which is Apple Pay, which the 5s does NOT do.
 
The carriers had announced pre-orders around 30-40% are former android users which is a massive blow to the premium android houses as this is their wheelhouse. Wait for october to roll out... often pre-orders are enthusiasts and do not represent the normal mix (see 5C strong sales vs week preorders).

That article you linked is rather ridiculous. Imho its clickbait drivel.

And the click bait obviously worked as the article had over 800 comments.
 
How about filling your freaking iPhone 6 Plus orders for Americans instead of launching in more countries.
YES!!!!

I am in area with no apple store, NEXT order thru Premier of a 128 SG 6+ and stuck in the black hole of 10/2-10/13 since over week ago. Get your damn preorders filled including those thru telecoms and then freaking worry about sales to rest of world!
 
and once people move into the middle class and have more disposable income they may migrate to iPhone as there's nothing that sticky on the Android platform..

I don't see how this comment is relevant to the article and the thrust that these are markets that will not move up or migrate to more expensive phones.
 
There is no source for this one way or the other that I have seen. My best guess is that they include preorders that have actually been delivered into customer hands, but not those that are still in the fulfillment queue.

Hrm, I feel like they might just include them all, although you may very well be right! Never thought of it that way, cheers :)
 
Well - seems like the delays are not as bad as they sounded.

Mine was originally quoted (from ATT) to ship Oct 21-28 (pre-ordered at 3:05am EST) ... Just got the tracking number yesterday and it will arrive tomorrow at my house (a full month early)

My ordering experience echoes yours, except that I received an initial shipping estimate of 14-22 days. A follow up email gave a revised shipping window of Nov. 9=27. The latest est. shipping date is Oct 13-22. I'm hoping I'm as fortunate to receive a truncated delivery schedule. :D
 
Still, today is Monday and people making lines for something they do not need for me is a mental problem.

I got my iPhone 5 like 6 month after, still in perfect shape. I saw the 6 and the screen is bigger and it helps a lot, but my life does not depends of it and no ones life does. Again.. pretty empty life's to make aline for a phone.

I agree that having the newest smartphone is not a life or death issue. But neither is standing in line for a couple of hours. That time can be spent talking to the friends who are with you, meeting strangers, catching up on emails or other work, or just relaxing. Regardless, it's just a few hours, and I'm not sure why it bothers you what other people do with their free time.

(Full disclosure: I did not line up for the iPhone 6, and haven't lined up for an iPhone since I did it for the first one in 2007, but it certainly doesn't bother me if other people want to)
 
iPhone6 :

- Bad screen aspect ratio - should be paper A6
- Too thin → Protruding camera, rather than longer battery life and flush lens
- Ugly antenna bands
- No OIS on basic model
- Base storage should be 32GB
- No wireless charging
- No iPhone 6C with all-plastic back
- No sapphire screen

Cool nobody cares. Get an engineering degree and/or actually work doing this if you want your opinion to have any weight.
 
I don't think one or the other alone is useful. Each method has it's own sustainability pluses and minuses.

Profit analysis is definitely useful alone. It shows you're making money, how you're making it and how you can make more. Which is the end goal of every corporation.

Market share by itself doesn't mean anything because you could be bleeding money and be on the verge of bankruptcy even if you have 90% market share.

That being said, yes each has its plusses and minuses.
 
Neither my wife nor I have experienced ANY bugs so far on our 5s with iOS 8 - so that statement is completely subjective. Please elaborate on what bugs you have experienced.

Oh, and I will be getting a 6+ in the near future for many reasons, not the least of which is Apple Pay, which the 5s does NOT do.

6 Plus lags in some rotation transitions. The landscape keyboard displayed offset to the left and down with missing side buttons. Apps launched from landscape home screen load with half of UI black. Try selecting multiple paragraphs when editing forum posts.
 
10 million people disagree.

10 million people are going to be pissed off !!!! Welcome to fragmentation

Apps should not be allowed to say they’re updated for iOS 8 if they don’t support the new display sizes.

— John Gruber (@gruber) September 19, 2014
Yeah, developers need to seriously update their apps for the 6 Plus.

— Mark Gurman (@markgurman) September 19, 2014
I just downloaded a lot of apps on the iPhone 6 and it looks like they're ALL magnified. Updates needed!

— saschasegan (@saschasegan) September 19, 2014
6 plus users are getting just the tiniest, tiniest taste of android hardware spec fragmentation hell right now

— Chris Ziegler (@zpower) September 19, 2014
OK, after 30 minutes of using the iPhone 6+ its clear app dev need to work on scaling. As do we…

— Benjamin Dyer (@benjamindyer) September 19, 2014
Blown up iPhone 5 apps look terrible on the 6. I can’t imagine how bad they look on a 6+.

— Graham Wetzler (@grahamwetzler) September 19, 2014
Talk about fragmentation. iOS on iPhone 6 plus. No two apps look and behave the same. Tonnes of "non scaling" apps. Not a good start.

— Varun Singh (@phiero) September 19, 2014
@escoz Sounds good! Hopefully the small update brings support for iPhone 6 screen. The scaling Apple is doing currently looks terrible.

— Kevin Dietrich (@_kevdi) September 19, 2014
Most apps do not look good on iPhone 6 plus while scaling. This means that we have to create custom interface to fit the screen best.

— Denys Zhadanov (@DenZhadanov) September 19, 2014
I'm already tired of scaling on #iPhone 6.

— Wes Hargrove (@whargrove) September 19, 2014
Yup, companies working on it now RT @WilliamBerlin: The iPhone 6 will be better when they format the apps to the screen.

— Paul Briggs (@PastorTroy_) September 19, 2014
Most of the apps I have installed look like garbage on the iPhone 6 plus. It's like scaling up and iPhone app to run on an IPad.

— Josh Highland (@JoshHighland) September 19, 2014
Pretty much none of my apps have been updated for the new iPhone 6 screen size. #fail

— Jacob Evans (@evansio) September 19, 2014
They need to fix some of these apps because they look hideous on the iPhone 6 Plus

— Charie Traplin (@King_Eazzy) September 19, 2014
Even after an hour of use I'm annoyed with apps that haven't been updated for the iPhone 6 screen size. Hurry devs!

— Rob Wright (@isrob) September 19, 2014
There are only a few apps that are optimized for iPhone 6. Okay developers! Get on it!

— Anthony C Waldron (@AnthonyCWaldron) September 19, 2014
 
10 M is booked sales. Apple's actual sales are not a mystery, they are very open about their actual numbers unlike Samsung which does include channel fill.

Apple's official sales figures include channel fill to retailers and carriers around the world.

In fact, Apple counts such sales the moment they ship. Samsung only counts such shipments as sales after they're delivered to retailers. Practically speaking, a minor distinction.

Apple Store inventory has never been counted as sold.

Correct. Apple officially counts as sales:

1. Devices bought in person at an Apple store.
2. Devices bought online from Apple _and_ delivered to the end user.
3. Devices that have been shipped to retailers.

I noticed Cook used the phrase "sell through" in the press release. So I would assume none of this 10 million is channel fill?

Okay, I went back and looked at the Apple press release.

Cook's quote about breaking "sell-through" records, was a totally separate statement from the company's overall sales claim.

He did not mean 10 million end user sales.
 
Last edited:
10 million people are going to be pissed off !!!! Welcome to fragmentation

Apps should not be allowed to say they’re updated for iOS 8 if they don’t support the new display sizes.

— John Gruber (@gruber) September 19, 2014
Yeah, developers need to seriously update their apps for the 6 Plus.

— Mark Gurman (@markgurman) September 19, 2014
I just downloaded a lot of apps on the iPhone 6 and it looks like they're ALL magnified. Updates needed!

— saschasegan (@saschasegan) September 19, 2014
6 plus users are getting just the tiniest, tiniest taste of android hardware spec fragmentation hell right now

— Chris Ziegler (@zpower) September 19, 2014
OK, after 30 minutes of using the iPhone 6+ its clear app dev need to work on scaling. As do we…

— Benjamin Dyer (@benjamindyer) September 19, 2014
Blown up iPhone 5 apps look terrible on the 6. I can’t imagine how bad they look on a 6+.

— Graham Wetzler (@grahamwetzler) September 19, 2014
Talk about fragmentation. iOS on iPhone 6 plus. No two apps look and behave the same. Tonnes of "non scaling" apps. Not a good start.

— Varun Singh (@phiero) September 19, 2014
@escoz Sounds good! Hopefully the small update brings support for iPhone 6 screen. The scaling Apple is doing currently looks terrible.

— Kevin Dietrich (@_kevdi) September 19, 2014
Most apps do not look good on iPhone 6 plus while scaling. This means that we have to create custom interface to fit the screen best.

— Denys Zhadanov (@DenZhadanov) September 19, 2014
I'm already tired of scaling on #iPhone 6.

— Wes Hargrove (@whargrove) September 19, 2014
Yup, companies working on it now RT @WilliamBerlin: The iPhone 6 will be better when they format the apps to the screen.

— Paul Briggs (@PastorTroy_) September 19, 2014
Most of the apps I have installed look like garbage on the iPhone 6 plus. It's like scaling up and iPhone app to run on an IPad.

— Josh Highland (@JoshHighland) September 19, 2014
Pretty much none of my apps have been updated for the new iPhone 6 screen size. #fail

— Jacob Evans (@evansio) September 19, 2014
They need to fix some of these apps because they look hideous on the iPhone 6 Plus

— Charie Traplin (@King_Eazzy) September 19, 2014
Even after an hour of use I'm annoyed with apps that haven't been updated for the iPhone 6 screen size. Hurry devs!

— Rob Wright (@isrob) September 19, 2014
There are only a few apps that are optimized for iPhone 6. Okay developers! Get on it!

— Anthony C Waldron (@AnthonyCWaldron) September 19, 2014

Wall of text aside, obviously this will be fixed, I'd say by the end of the year. Minor speed bump, but it will let Samsung fanboys make some memes for a couple of months.
 
The carriers had announced pre-orders around 30-40% are former android users which is a massive blow to the premium android houses as this is their wheelhouse. Wait for october to roll out... often pre-orders are enthusiasts and do not represent the normal mix.

Everyone I know - none of whom are enthusiasts - all want a 6 Plus.
 
Profit analysis is definitely useful alone. It shows you're making money, how you're making it and how you can make more. Which is the end goal of every corporation.

Market share by itself doesn't mean anything because you could be bleeding money and be on the verge of bankruptcy even if you have 90% market share.

That being said, yes each has its plusses and minuses.

Profit analysis alone isn't valuable either though because it doesn't speak to sustainability.

I am not suggesting Apple is doomed in the slightest btw.
 
Wall of text aside, obviously this will be fixed, I'd say by the end of the year. Minor speed bump, but it will let Samsung fanboys make some memes for a couple of months.

Sure, Sell it then fix it. what i dont understand is why this was not tested before release. May the customers are not holding it correctly.

When one of the biggest advantage of the walled garden, being tight integration between software and hardware.
 
Another Point To Consider

I know many people waiting until they can try both in their hands before purchasing. Also, does the 10 million include backorders? I ordered a 6 Plus through my carrier on Friday and it will arrive in a few weeks.
 
In this case, yes. I was more answering the notion that Apple sales always mean sales to consumers. Sell-through does mean to consumers, though I don't know how he would know that.

I'm pretty sure that Mr. Cook has the means to find out how many new iPhones have been activated.
 
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