Don't know why anyone believes the crap idc puts out, it's all a wild guess and the always OVER estimate. They have absolutely no idea how many of anything Samsung shipped.
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Samsung Doubles Apple's Share of Smartphone Market as Customers Await iPhone 7
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This article is trash, I would like to see sales. I don't care about shipments, Samsung and Apple ship so many phones it dumb to write and article about it. Plus Samsung sells so many different models and phones that you can't really compare the iPhone to Samsung phones.
What device are you using apart from Mac Pro?
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These figures blow my mind. That said, Apple still seems to have many outlets with lots of stock of iPhone 5s around the world still on the shelf and for sale even though it was discontinued some time ago.A "shipped" iPhone doesn't sit on the shelf for very long. It eventually becomes "sold"
Overall... Apple shipped 40.4 million iPhones last quarter... which would break down to:
449,000 iPhones per day
18,700 iPhones per hour
311 iPhones per minute
5 iPhones per second
So who is Apple shipping them to at this crazy pace?
Retailers wouldn't order iPhones if they didn't plan on them being sold to consumers in a timely fashion. Nobody wants a bunch of stock sitting around. This includes Apple's own stores and tens of thousands of 3rd-party retailers.
If Apple is shipping this many iPhones... don't you think retailers would be selling roughly that same amount too?
I've never heard of a retailer sending an iPhone back to Apple because they couldn't find someone to buy it.
Even with declining shipments these past two quarters... they'll still sell every iPhone they ship. Eventually.
So yes... shipped = sold... it's only a matter of time
I'm not disagreeing with you... but what is "lots" of stock?
Would there be more iPhone 5S on the shelf than the now-current iPhone 6, 6S, and SE ?
One thing I didn't address in my earlier comment was the idea of channel inventory. Yes... there are always iPhones sitting around somewhere... even previous generation models.
But if Apple can ship 40 million units over a 3-month period... there is definitely movement.
Apple wouldn't be shipping iPhones unless retailers were ordering them.
And retailers wouldn't be ordering them unless they have sold most of their previous stock.
I am curious about those 5S though. Apple discontinued it 4 months ago. That's 16 weeks. How often do retailers place orders with Apple? Weekly? Monthly?
It seems odd that any store would still be stuck with a ton of iPhone 5S today. They shouldn't have had that many in stock in the first place. Not more than a week's worth or a month's worth or whatever.
The iPhone 5S was already the 3rd-tier iPhone. I imagine stores would be ordering far more 6S and 6 in recent times.
Maybe stores had their normal smaller amount of 5S in stock... but the SE quickly stole its thunder. It's a much better phone that is actually cheaper.
But again... that was 16 weeks ago. Surely those stores could have sold those remaining iPhone 5S by now.
Do you have any links talking about lingering iPhone 5S stock? I haven't been able to find any.
You can't bring up channel inventory on MR. There's a good portion of this forum who 1. have no idea what channel inventory is, 2. don't understand how it plays into Apple's sales numbers, or 3. still subscribe to the "Apple reports sales, others report shipped" myth. You'll only get blank stares.
Apple stated the channel inventory was part of the reason their numbers were as low as they were. They wrote down channel inventory in the 2nd Qtr and wrote down another $2B+ of channel inventory for the 3rd. Both Tim and Luca addressed the issue before this most recent quarter was reported.
Tim: “In light of the macroeconomic environment we plan to lower our channel inventories in the June quarter; this will impact our reported revenue in Q3.”
Luca: "Embedded in this guidance is a planned channel inventory reduction worth over $2 billion, as we have elected to be prudent about our channel inventory position, given the current macro environment"
The good things is, it should help the next quarters reporting of revenue since the channel will have primarily new items.
You queried about store stock. I think you're looking at it wrong. Stock isn't purchased at a store level. The stores could have little to no stock of (5S for example) an item, but the central warehouses could have significant stock. I don't know if this is still the case, but Apple used to have order minimums with their customers. Meaning they had to buy X number regardless of whether or not they sold them. Those minimums were based on Apple's overall projections. Again, not sure if that still applies today. Apple did state they've had trouble recently managing their forecasts for inventory. By correcting the inventory they took it on the nose for a couple of quarters but should be better off overall going forward.
TL;DR I hope to never warn you again. 1st rule of channel inventory? You don't talk about channel inventory!
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And some feel the same about the iPhone. Imagine that.
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I get a kick out of it when you ask for sources yet you never provide any with all the claims you make.
Hardware specs like chips and ram have tended to be higher in same year Android/Windows phones (obviously screens res varies) on comparison to iPhones. This is a perfect example simply of how well a phone can work with a better OS.
No removeable battery or memory is the largest draw away from iPhone I have been told friends with the Samsungs (and even LG) with outright cost being cheaper Android phones too ofcourse, together with for the hobbyist the ability to play around with skins like on an Android - whilst that can be fun and good for them, I just need my phone to work and do fun things with it.
No removeable battery or memory is the largest draw away from iPhone I have been told friends with the Samsungs (and even LG) with outright cost being cheaper Android phones too ofcourse, together with for the hobbyist the ability to play around with skins like on an Android - whilst that can be fun and good for them, I just need my phone to work and do fun things with it.
Hmm, I think you are disagreeing
This is just a sample of the major networks in many countries offering iPhone 5s, in stock now, on plan or prepaid outright. In my chat enquiries, stock on hand was substantial -- "a lot".
Actual shipped is different to actual sold. No, it seems a lot of networks are stuck with surplus iPhone 5s stock. It's an odd situation because once 4s and 5 were discontinued, availability was zero in the Apple Store and very shortly thereafter zero on the networks. iPhone 5s stock persists many months after being discontinued on major networks in many countries.
This might suggest a lot of phones have shipped, but a lot have also remained unsold and on shelf which is different to previous years.
UK
O2: https://www.o2.co.uk/shop/phones/apple/iphone-5s/
Virgin: http://store.virginmedia.com/virgin...ce-grey/iphone5s-16gb-space-grey-tariffs.html
Vodaphone: http://www.vodafone.co.uk/brands/apple/iphone-5s/#Space_Grey/16
3: http://www.three.co.uk/iPhone/iPhone_5s
EE: http://shop.ee.co.uk/mobile-phones/pay-monthly/iphone-5s-16gb-silver/details
France
Bouygues Telecom: https://www.bouyguestelecom.fr/apple-iphone-5s-16go-gris-sideral
SFR: http://www.sfr.fr/forfait-mobile/telephone/APPLE-iPhone-5s/16Go/ARGENT
Orange: https://boutique.orange.fr/mobile/iphone5s
South Africa
MTN: https://shop.mtn.co.za/crs/jump/product/89098229MD/Apple-iPhone-5s-16GB
Telkom: https://secure.telkom.co.za/today/shop/personal/device/apple-iphone-5s-16gb-silver/
USA
Sprint: https://www.sprint.com/shop/#!/devi...ion=24&contractType=easyPay&lineId=8579067840
Virgin Mobile: https://www.virginmobileusa.com/#!/shop/phones/iphone5s-gray-phone/features/Gray,16GB/
Australia
Telstra: https://www.telstra.com.au/mobile-phones/prepaid-mobiles/iphone-5s-16gb
Optus: http://www.optus.com.au/shop/mobile/phones/apple/iphone-5s
Virgin Mobile: https://www.virginmobile.com.au/Shop/5S-Space-Grey-16GB
Vodaphone: https://shop.vodafone.com.au/mobile-details/iPhone-5s-16GB-Spacegrey
Canada
Rogers: http://www.rogers.com/web/link/wire...oductType=normal&productId_Detailed=IP5S16GRY
Bell: http://www.bell.ca/Mobility/Products/Apple-iPhone-5s
Telus: http://www.telus.com/en/on/mobility/device/iphone-5s/
Hmm, I think you are disagreeing
This is just a sample of the major networks in many countries offering iPhone 5s, in stock now, on plan or prepaid outright. In my chat enquiries, stock on hand was substantial -- "a lot".
Actual shipped is different to actual sold. No, it seems a lot of networks are stuck with surplus iPhone 5s stock. It's an odd situation because once 4s and 5 were discontinued, availability was zero in the Apple Store and very shortly thereafter zero on the networks. iPhone 5s stock persists many months after being discontinued on major networks in many countries.
This might suggest a lot of phones have shipped, but a lot have also remained unsold and on shelf which is different to previous years.
UK
O2: https://www.o2.co.uk/shop/phones/apple/iphone-5s/
Virgin: http://store.virginmedia.com/virgin...ce-grey/iphone5s-16gb-space-grey-tariffs.html
Vodaphone: http://www.vodafone.co.uk/brands/apple/iphone-5s/#Space_Grey/16
3: http://www.three.co.uk/iPhone/iPhone_5s
EE: http://shop.ee.co.uk/mobile-phones/pay-monthly/iphone-5s-16gb-silver/details
France
Bouygues Telecom: https://www.bouyguestelecom.fr/apple-iphone-5s-16go-gris-sideral
SFR: http://www.sfr.fr/forfait-mobile/telephone/APPLE-iPhone-5s/16Go/ARGENT
Orange: https://boutique.orange.fr/mobile/iphone5s
South Africa
MTN: https://shop.mtn.co.za/crs/jump/product/89098229MD/Apple-iPhone-5s-16GB
Telkom: https://secure.telkom.co.za/today/shop/personal/device/apple-iphone-5s-16gb-silver/
USA
Sprint: https://www.sprint.com/shop/#!/devi...ion=24&contractType=easyPay&lineId=8579067840
Virgin Mobile: https://www.virginmobileusa.com/#!/shop/phones/iphone5s-gray-phone/features/Gray,16GB/
Australia
Telstra: https://www.telstra.com.au/mobile-phones/prepaid-mobiles/iphone-5s-16gb
Optus: http://www.optus.com.au/shop/mobile/phones/apple/iphone-5s
Virgin Mobile: https://www.virginmobile.com.au/Shop/5S-Space-Grey-16GB
Vodaphone: https://shop.vodafone.com.au/mobile-details/iPhone-5s-16GB-Spacegrey
Canada
Rogers: http://www.rogers.com/web/link/wire...oductType=normal&productId_Detailed=IP5S16GRY
Bell: http://www.bell.ca/Mobility/Products/Apple-iPhone-5s
Telus: http://www.telus.com/en/on/mobility/device/iphone-5s/
Wow! That's a lot of iPhone 5S. Thanks for explaining that
So how long have they had those in stock?
And what did Apple ship 40 million of over the last 3 months?
Surely retailers haven't been ordering any iPhone 5S lately.
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Whoop de doo!
All that means is that people pay way too much for an iphone.
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They are the same thing just worded differently. If Apple "sell" a phone to Best Buy or AT&T it counts as a sale on Apples side but it hasn't been sold to a retail customer yet.
Wow! That's a lot of iPhone 5S. Thanks for explaining that
So how long have they had those in stock?
And what did Apple ship 40 million of over the last 3 months?
Surely retailers haven't been ordering any iPhone 5S lately.
The Apple supply chain works similarly to other companies, as in Apple does ship to resellers who have purchased those phones based on expected consumer purchases. Whether those phones end up in consumer hands, or not, those phones are considered "sold" because Apple has been paid for them. The same is true for other companies phones, including Samsung.
The area where it can differ, is that Apple also ships phones to their own retail stores (owned by Apple). And a phone shipped to those stores is not "sold" until it is purchased by a consumer / end user.
As for how long a given phone has been sitting on a shelf, one could safely assume that the iPhone 5s in question, has been sitting on the shelves since before Apple stopped making them. It's possible that it's been waiting for a buyer since months before that. But we do know that it's been waiting that long.
In my case, I can still walk into the Apple dealers and stores here, and purchase brand new iPhone 4, and 4s, 5, and 5s (and the entire 6 series).
But, when I'm looking for Android phones, I am unable to even purchase last months model because they're sold out.
The iPhone is "popular" but by many locally, it is considered "pedestrian" / common. The iPhone has become the local clearance incentive, they'll give anyone a free iPhone (prior to 6) if they sign up for service.
Getting a free Android is more difficult, because they can't keep them in stock.
Naturally your local area may be different. In my area, it's become a has been.
But, then again, my local area goes through fads very quickly. And then moves onto the next great / popular thing.
The local Apple craze hit hard and fast about 4 years ago. Everything Apple was in high demand. By the following year all but one Apple shop closed. And now they can't unload any Apple products, even on Craigslist.
Fickle people.
I still like Apple products. But, I am particular about what I purchase. And right now, there isn't anything I'd buy from them until they revamp their entire product line. Well, I like the iPhone SE. But I have a 5, so I'm fine there.
Perfection? ha... ha... ha....
Only those with iPhones and zero experience with Android Flagships are carrying around the fantasy of perfection.
My Nexus 6P is gorgeous... with its sculptured aluminum body, excellent ergonomics and exceptional build quality. Even nicer than my iPhone 6S Plus, it's faster, smoother, and provides more functionality.
That's not bashing my nice iPhone, but simply sharing the truth.
All I'm saying is...
Apple wouldn't ship 40 million units unless retailers were ordering them.
And retailers wouldn't order them unless they needed more.
I'm not even worried about the "shipped vs sold" argument.
I'm more interested in all those units being shipped somewhere and why.
There could be several factors at play. Apple could still have order minimums with some resellers. Some resellers could also be receiving VCD's (volume cash discounts - fancy way to say rebates typically paid on a qrtly or annual basis) for high quantity orders. VCD's are attractive because they don't affect the ASP and the reseller gets more profit on the backend. Resellers could also purchase end of inventory runs (prior to new inventory hitting the market). Those runs are typically sold at a lower cost or and increased VCD.
Please note: None of my speculation is based on knowing Apple's inventory management. I am simply speculating based on my knowledge of general B2B sales processes. Apple's relationships with resellers isn't static, meaning everyone isn't getting the same deal across the board. There are many variables involved so coming up with an all encompassing reason is nigh impossible without inside knowledge.
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Not just a wild guess, since they use everything from factory insiders, to parts supplier spies, to box counts at shipping import warehouses. Their future predictions are often off, but their historical numbers seem pretty good. And they wouldn't have stayed in business for fifty years if they weren't selling useful info.
Apple themselves (usually Cook, but also other C level execs) quote IDC in almost every earnings call, often using IDC numbers to show how well a product is doing. e.g.:
"...the latest data published by IDC indicates that iPad accounts for 72% of the U.S. commercial tablet market..." - Apple CFO, Q2 2016
Apple also quotes IDC when trying to explain why sales are down, by pointing to similar woes in the overall marketplace.
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Brilliant, there's words there, even in some sort or order, it would be nice if you could make sense of them tho..
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Is the truth that the sun will rise in the morning just my own view, or actually the truth? Keep on spinning doctor..
Totally got it. Someone makes a blanket statement and it applies to all? That's called hyperbole on these parts, something that rarely occurs so I may have missed it. But thanks for the contribution.