IPhone sales/traffic SLOW and 3G in November-CIBC

acrafton

macrumors 6502
Original poster
Jan 18, 2006
260
1
I observed this last week at my local Apple store and posted here but it seemed my store was the exception at the time but according to the research report from CIBC it is becoming more common:

"Based on our store checks, we believe that demand for the iPhone has seen a significant decline in the past 10 days," analyst Ittai Kidron told clients. "We have noticed decent inventories at stores, and thin demand at best. In fact, most Apple store visitors were not looking at the device and only a very small subset bought it."

Which is what I saw - nobody even looking at the IPhone but buying/looking at Macs like crazy.

Additionally, the CIBC report says that 3G is coming fast. . .like NOVEMBER:

Given the weakness in demand, the analyst said he wouldn't be surprised to see AT&T and Apple step up their marketing efforts around iPhone in the near future. He added that "checks suggest Apple is actually looking to introduce a 3G version of the iPhone for the U.S. market in November, ahead of the holiday season and earlier than currently expected."

http://www.appleinsider.com/articles/07/07/24/analyst_claims_iphone_demand_slowing_but_3g_model_in_cards.html
 

carman63

macrumors regular
Oct 27, 2006
210
0
"...investors should be aware that CIBC may have a conflict of interest that could affect the objectivity of its reports."
 

Subiklim

macrumors 6502
Mar 31, 2006
288
0
Manhattan, New York
If apple is releasing a new iPhone (or just one updated with 3G) we would have seen it already, because the FCC would have leaked the information. Any iPhone release will have to be announced six months beforehand as apple did with the current revision, if apple wants to be the one announcing their product.
 

Sobe

macrumors 68000
Jul 6, 2007
1,791
0
Wash DC suburbs
non-news trying to become news.

It's news when people line up!
It's news when people buy them!
It's news when they can't activate them!
It's news when someone goes to the men's room with one in his pocket!
It's news when people buy them at a lower rate than 2 weeks ago!

I'm breathlessly waiting to hear reports on what the iPhone had for breakfast and whether or not it's going into rehab with LinLo.

What you have here is the result of 24 hour, non-stop news cycles, where everyone is always trying to get a story up over the din of a million bloggers and reporters.

There are no numbers yet other than the 146k/2 day activation figures from AT&T's Q2 report, so people have to make crap up or report things that are anecdotal not scientific.

Nothing to see here, it's nonsense and a waste of everyone's time.
 

plumbingandtech

macrumors 68000
Jun 20, 2007
1,993
1
If apple is releasing a new iPhone (or just one updated with 3G) we would have seen it already, because the FCC would have leaked the information. Any iPhone release will have to be announced six months beforehand as apple did with the current revision, if apple wants to be the one announcing their product.
I think the number is more like 60 days because the FCC stuff came out in early may? (or am i incorrect.)
 

plumbingandtech

macrumors 68000
Jun 20, 2007
1,993
1
non-news trying to become news.

I'm breathlessly waiting to hear reports on what the iPhone had for breakfast and whether or not it's going into rehab with LinLo.
Her iPhone was logged into evidence when she was arrested along with her cocaine.

OMG I hope she does not "cut" stuff on the optic grade glass!! :eek::eek:
 

mobilehavoc

macrumors 6502
Jun 30, 2007
377
11
These studies are ridiculous, so when this analyst or researchers walked into a particular or certain Apple stores there weren't people looking at them or buying them. Did they camp out at a good sampling of Apple stores for 2-3 days? If not how does this make any sense?

Also you said you noticed this, but who's not to say that 5 mins after you walked out all of a sudden people starting looking at them and buying them.

The only people who know how they're selling is Apple and the rest are just speculating if you could even call it that.
 

Daremo

macrumors 68020
Jul 3, 2007
2,156
266
Chicago
Want to generate more sales again? UPDATE the phone to include all the features it lacked at the launch. MMS, ringtones, disc ability, copy and paste... A lot of people waited a few days to see peoples reactions, and when they saw this phone is lacking some abilities that almost every other phone on the market has, they said "I'll wait."

Update it. Simple solution to more sales.
 

yotaguy

macrumors member
May 22, 2005
38
0
its going to be awhile before there is a new hardware revision of the iphone. My guess is that like the first ipods, it will be a year or two before there is a hardware revision. There will be many software additions though.
 

applehero

macrumors 6502
Jun 12, 2007
448
0
29º 25' 26"N, 95º 29' 36"W
Our Apple store is packed daily with hordes of people in line just waiting to get a look and demo the iPhone. I was there this morning to pick up my BT headset at 10:30, in the pouring rain, and out of the 7 people that were in the store, 2 bought iPhones.
 

lilnyc

macrumors 6502a
Jun 5, 2007
518
0
Lower pricing and 3G would have sold the iPhone to a broader market, I believe. But given the price and lack of 3G, I think it's great. A lot of people left their carriers for the iPhone, and other like myself gave up the advanced features of their former phones for it.
 

ClassicBean

macrumors 6502a
Jun 20, 2004
642
2
Torontoland
These studies are ridiculous, so when this analyst or researchers walked into a particular or certain Apple stores there weren't people looking at them or buying them. Did they camp out at a good sampling of Apple stores for 2-3 days? If not how does this make any sense?
Exactly. And I'd like to add that CIBC is a Canadian company (Canadian Imperial Bank of Commerce) so perhaps these jokers did their study in a Canadian Apple Store - where the iPhone doesn't exist. ;)
 

kdarling

macrumors P6
If apple is releasing a new iPhone (or just one updated with 3G) we would have seen it already, because the FCC would have leaked the information. Any iPhone release will have to be announced six months beforehand as apple did with the current revision, if apple wants to be the one announcing their product.
Not if it's being released overseas. You'd have to look up what other countries' FCC type departments require.

Also, even in the US, it's possible to get FCC approval in six weeks, or even get it done faster by special shops and start selling the moment they approve it.

In the case of the iPhone, there was more than a bit of grandstanding involved.
 

DiamondMac

macrumors 68040
Aug 11, 2006
3,299
16
Washington, D.C.
Want to generate more sales again? UPDATE the phone to include all the features it lacked at the launch. MMS, ringtones, disc ability, copy and paste... A lot of people waited a few days to see peoples reactions, and when they saw this phone is lacking some abilities that almost every other phone on the market has, they said "I'll wait."

Update it. Simple solution to more sales.
Agreed. 1-2-3 solid updates would do a LOT for adding sales.

It's why a lot aren't jumping at the iPhone, imo.
 

dagomike

macrumors 65816
Jun 22, 2007
1,450
1
Lets all clap our hands and make a 3G iPhone appear. Sooner that happens, sooner we can all bitch about its battery life and how slow it is compared to high speed broadband.

If only the iPhone was....
 

jlwillia

macrumors regular
Jun 28, 2007
202
1
I agree with those that think sales will pick up once apple releases some updates. I think people are waiting for apple to make the iPhone even more irresistible. If (hopefully when) that happens, people will no longer be able to say "$500-$600 is alot for a phone that needs some updated features".
 

OldSkoolNJ

macrumors 6502
Jul 10, 2006
381
0
I observed this last week at my local Apple store and posted here but it seemed my store was the exception at the time but according to the research report from CIBC it is becoming more common:

"Based on our store checks, we believe that demand for the iPhone has seen a significant decline in the past 10 days," analyst Ittai Kidron told clients. "We have noticed decent inventories at stores, and thin demand at best. In fact, most Apple store visitors were not looking at the device and only a very small subset bought it."

Which is what I saw - nobody even looking at the IPhone but buying/looking at Macs like crazy.

Additionally, the CIBC report says that 3G is coming fast. . .like NOVEMBER:

Given the weakness in demand, the analyst said he wouldn't be surprised to see AT&T and Apple step up their marketing efforts around iPhone in the near future. He added that "checks suggest Apple is actually looking to introduce a 3G version of the iPhone for the U.S. market in November, ahead of the holiday season and earlier than currently expected."

http://www.appleinsider.com/articles/07/07/24/analyst_claims_iphone_demand_slowing_but_3g_model_in_cards.html
Apple Store Employee + Talking about his stores business + Speculating New Product usually = Ex Employee

Big brother is watching ...


Kevin:apple: