Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
"Channel Checks" -- this measures shipments.

Is anybody surprised that Apple has cut back shipping of 16GB, 32GB and 64GB iPhone 4S units ahead of demoting it to 8GB status. Anybody? Anybody?

[crickets]

Of course Samsung's flagship phone that was just launched is getting more shipments into sales channels in the USA than the phone that Apple is about to make obsolete. If you are a carrier, would you want to order more iPhone 4S models that are about to get discontinued?

Further, keep in mind that this checking sales through Sprint, AT&T and Verizon and is ignoring other channels like Apple Store and Best Buy.

As always, when Samsung starts publishing their sales numbers by phone model or at least designating which phones are "smart phones" and tells us how many "smart phones" they sold then these comparisons on models sold will make sense. Until then, this is just more noise to be filtered out.

Let's check the facts on Apple's iPhone sales (this is the total sales of 4S, 4 and 3GS per quarter), shall we? You can do the math:

2012 Q1: 37 million
2012 Q2: 35 million
2012 Q3: 26 million
2012 Q4: 20 million (est)

See a trend? I am sure initial demand for the iPhone 5 will be strong, but like the 4S we will see a quick down turn. People are tired of the same crap coming out of Apple. Sales (or lack there of) is all we need to see to affirm this position.
 
Let's check the facts on Apple's iPhone sales (this is the total sales of 4S, 4 and 3GS per quarter), shall we? You can do the math:

2012 Q1: 37 million
2012 Q2: 35 million
2012 Q3: 26 million
2012 Q4: 20 million (est)

See a trend? I am sure initial demand for the iPhone 5 will be strong, but like the 4S we will see a quick down turn. People are tired of the same crap coming out of Apple. Sales (or lack there of) is all we need to see to affirm this position.

A more accurate comparison in order for you to be able to draw your conclusion would be year per year. How many iPhones were sold in 2011 Q1 vs 2012 Q1? That's what will tell you how things are doing as the natural thing is for sales to slow down after initial release. Pointing out how sales slow down as the life cycle of a model runs out doesn't really says much.
 
A more accurate comparison in order for you to be able to draw your conclusion would be year per year. How many iPhones were sold in 2011 Q1 vs 2012 Q1? That's what will tell you how things are doing as the natural thing is for sales to slow down after initial release. Pointing out how sales slow down as the life cycle of a model runs out doesn't truly says much.

Incorrect. Comparing different phone generations and broadening markets (new carriers) can not be compared from the previous year. Too many variables have changed. The continual quarterly loss from 2012 is indicative of consumers looking at other options for their phone needs. At no other time in the iphones history have we seen this sort of thing. Usually, there is a minor drop in sales the quarter preceeding a new iphone launch, but nothing like we have seen in 2012.

In the US (the only place in the world to be close to Android sales), this is the 2012 reports for ATT and Verizon. AT&T activated 3.7 million iPhones during the second quarter, down from 4.3 million in the first quarter. Ma Bell activated 9.4 million when the iPhone 4S first went on sale in the fourth quarter of 2011.
This follows Verizon's report that it had sold 2.7 million iPhones in Q2. That's down from 3.2 million in the first quarter and 4.2 million in the fourth quarter of last year. By the way, this is what both carriers prefer to see. Their margins go up when they sell less iPhones due to less subsidies they have to pay to Apple. It's been a good year for ATT and Verizon. And they hope this trend continues, don't fool yourself.
 
Last edited:
Who is goings to buy an iPhone 4s now?
People who want to pay less for their iPhone or people who prefer the cleaner design of the iPhone 4S over the iPhone 5 or people who prefer the smaller size of the iPhone 4S over the iPhone 5. In short plenty of people.
 
The SGS3 is a very nice phone. I'm very impressed with it but I have to think that is the closest to the iPhone one can get without actually owning an iPhone; for very obvious reasons. (beat dead horse) It's a bit large for my pocket though.

I agree. I like the S3 but it's too big for my pocket also. I like how the iPhone fits better. I would be afraid that when I crouch down the S3 would crack in my pocket. iPhone just feels better.
 
Because they're definitely 'apps' in the sense of what the App Store delivered :rolleyes:

Well yes. Before the iPhone, smartphones were running Google Maps, Slingplayer, TomTom Nav, Starbucks finder, and thousands of other apps ranging from 3D games to painting to calendars to translators to emergency medical advice. Basically, all the core types that every store has today, only without so many duplicates :)

Some phones even came with stores like Handango pre-installed to get OS specific programs, and of course they could also use many cross-device J2ME programs as well.

That's not the trend at all. The iPhone continues to GAIN market share year over year. And unlike Windows vs Mac, Apple still has all the advantages of leading market share despite being in second place! Profits, developers, accessories, etc.

The iPhone continues to sell more and more (just as other devices do), but its share of the overall market has been dropping. But yes, it's still making Apple tons of money.
 
Last edited:
I agree. I like the S3 but it's too big for my pocket also. I like how the iPhone fits better. I would be afraid that when I crouch down the S3 would crack in my pocket. iPhone just feels better.

How tight are your pants geez. You're pants aren't going to crack the s3. If they were that strong they would cut off your circulation as well.
 
It overtook the iPhone months ago in most places. In the UK alone it overtook the iPhone within 1 week.

As others have said the leading vendor will change from month to month.

I know i'll never own an iPhone now, having used one once, it felt cheap nasty and made by the lowest bidder. Quality was not important. I'll say the same about Samsung as well, the Mrs has one, absolutely horrible. Cheap and nasty, just like the iPhone.


So, what phone is not cheap? Just trying to get sense of what you consider quality.

----------

Let's check the facts on Apple's iPhone sales (this is the total sales of 4S, 4 and 3GS per quarter), shall we? You can do the math:

2012 Q1: 37 million
2012 Q2: 35 million
2012 Q3: 26 million
2012 Q4: 20 million (est)

See a trend? I am sure initial demand for the iPhone 5 will be strong, but like the 4S we will see a quick down turn. People are tired of the same crap coming out of Apple. Sales (or lack there of) is all we need to see to affirm this position.

Maybe. But, 90% of our users at my company have opened tickets with IT requesting for an upgrade to the iPhone 5. And, this includes people with Android devices. So, we'll see.

----------

How tight are your pants geez. You're pants aren't going to crack the s3. If they were that strong they would cut off your circulation as well.

Actually, I have seen torn pants and cracks screens with the S3 at work. It's hilarious. And, those clowns with the skinny jeans are always carry their phone in their hand because it won't fit in their pants.
 
Little late to this thread but here ya go

The S3 is just another thing about to be flushed down the toilet in a couple months (literally):p
 

Attachments

  • tim-cook funny.png
    tim-cook funny.png
    152.7 KB · Views: 79
Let's check the facts on Apple's iPhone sales (this is the total sales of 4S, 4 and 3GS per quarter), shall we? You can do the math:

2012 Q1: 37 million
2012 Q2: 35 million
2012 Q3: 26 million
2012 Q4: 20 million (est)

See a trend? I am sure initial demand for the iPhone 5 will be strong, but like the 4S we will see a quick down turn. People are tired of the same crap coming out of Apple. Sales (or lack there of) is all we need to see to affirm this position.

This has gotta be nominated for one of the most ridiculous analysis that has ever graced the Internet. You don't somehow think that demand for a product when it is brand new versus when a newer version is pending would have anything to do with the seasonality of sales? You honestly believe that the decline in sales demonstrates a decrease in customer satisfaction for the iPhone despite the YoY growth? Never mind the fact that the 4S launched in more countries faster than any previous iPhone meaning that international roll outs that previously leveled Apple's seasonality no longer existed to offset the shift from demand for the current model to anticipation of the next.

Despite all this your follow-up post so confidentially states that we have to disregard YoY increases because "too many variables change". You've barely accounted for the variables in a single product life cycle with your analysis. It is no wonder the looking at YoY increases would hurt your head.

Ridiculous.
 
We know Apple sales will decline close to a new iPhone release. It's a given, as there will always be an increase in fence sitting prior to release day.

However, when Apple reveals actual sales numbers from the first 30 days, and it shows iPhone 6 outsold all the GS3 phones since release are the android shills going to say:


"People are tired of the same crap copy cat, buggy software, cheap plastic garbage from Samesung. Sales (or lack there of) is all we need to see to affirm this position."


No they wont, they will resort in the inane, "It's just the logo and iSheep that make the iPhone 6 popular"
 
We know Apple sales will decline close to a new iPhone release. It's a given, as there will always be an increase in fence sitting prior to release day.

However, when Apple reveals actual sales numbers from the first 30 days, and it shows iPhone 6 outsold all the GS3 phones since release are the android shills going to say:


"People are tired of the same crap copy cat, buggy software, cheap plastic garbage from Samesung. Sales (or lack there of) is all we need to see to affirm this position."


No they wont, they will resort in the inane, "It's just the logo and iSheep that make the iPhone 6 popular"

When Galaxy S X outsells iPhone on annual basis Apple as a company will be over. Nobody expects this any time soon. That's not even Samsung's goal. It's simply not their strategy. They are not a one trick pony. They sell many different phones, some of them being just as good as SIII - just different. There is Galaxy Nexus, Galaxy Note and many other phones. The fact that SIII managed to outsell iPhone even for a short while is however very indicative. When one of dozens of Samsung models is more popular than the only Apple phone it speaks volumes. And speaking about seasonality - remember that we had exactly the same situation a year ago. iPhone was about to be refreshed and Galaxy SII was newer and more powerful, yet it did not outsell iPhone. Denying the obvious might be exciting but it is quite pointless.
 
When Galaxy S X outsells iPhone on annual basis Apple as a company will be over. Nobody expects this any time soon. That's not even Samsung's goal. It's simply not their strategy. They are not a one trick pony. They sell many different phones, some of them being just as good as SIII - just different. There is Galaxy Nexus, Galaxy Note and many other phones. The fact that SIII managed to outsell iPhone even for a short while is however very indicative. When one of dozens of Samsung models is more popular than the only Apple phone it speaks volumes. And speaking about seasonality - remember that we had exactly the same situation a year ago. iPhone was about to be refreshed and Galaxy SII was newer and more powerful, yet it did not outsell iPhone. Denying the obvious might be exciting but it is quite pointless.

So when Apple rapes Samsung's Galaxy sales over and over and over, month over month, year over year...it's all part of the Korean's master plan?

However if Samsung manages to shift a few units more than Apple for even an instant, right before the new model is near and sales are expected to shrink, it speaks volumes?

Is that the logic here?

And no, we weren't in the same situation last year, because the iPhone 4 got a massive user base injection from Verizon, the nations largest carrier, which was the first time the iPhone was made available on a non-AT&T carrier, and would certainly give Apple more momentum when going into Q3 and the iPhone 4S release...
 
And what exactly is the trend that you saw coming for weeks based on?

If GS3 is the most popular phone among the 1000 Android phones, that indicates majority people want a larger screen. But Apple goes the opposite to create same size or longer phone, while they can create macbook pro in 13' 15' and 17'. Apple had many chances to outsell Android, but they keep missing it. One phone per year strategy may stop working eventually.
 
Last edited:
Stupid comment, more like

The S3 is 8 months newer than the 4S and a new iPhone is out this month. Stupid analysis.

Comprehension and clear-thinking skills are in decline... Every month they report on the top-selling handsets. So there's a new phone coming out, what do you expect them to do? Stop producing the report for a month? Massage the figures by some arbitrary amount to compensate?

It even says at the bottom "The shift is due to a combination of factors...".

----------

 
Last edited by a moderator:
This has gotta be nominated for one of the most ridiculous analysis that has ever graced the Internet. You don't somehow think that demand for a product when it is brand new versus when a newer version is pending would have anything to do with the seasonality of sales? You honestly believe that the decline in sales demonstrates a decrease in customer satisfaction for the iPhone despite the YoY growth? Never mind the fact that the 4S launched in more countries faster than any previous iPhone meaning that international roll outs that previously leveled Apple's seasonality no longer existed to offset the shift from demand for the current model to anticipation of the next.

Despite all this your follow-up post so confidentially states that we have to disregard YoY increases because "too many variables change". You've barely accounted for the variables in a single product life cycle with your analysis. It is no wonder the looking at YoY increases would hurt your head.

Ridiculous.

And out of that whole rant you produced zero facts, just your lowly opinion. I'm sorry if you don't like the fact that sales of iphone have tanked, that carriers are happy to see iphone sales tank and that phones like THE S3 are kicking the crap out of the dated and slow iphone. Facts are facts. I didn't make any of it up. Sources are right there.
 
Last edited by a moderator:
The samsung galaxy 3 is the bolder of phones put it in your pocket and your pants fall down, moreover the android apps which you download from android market are not all universal on other android devices, therefore I still prefer Apple for size and compatibility sake.
 
Apple May Poach Android Users with iPhone 5
4 September 2012

"Apple’s iPhone 5 looks set to grab a big chunk of current Android users, according to a survey by TechBargains.com. More than 20 percent of the respondents who identified themselves as Android users said they plan to dump their current handset for Apple’s next iPhone. That goes along with 38 percent of Blackberry users who said they’d also be making the jump to iOS.

And Apple can count on plenty of current iPhone users to get in line for the new model, too, with 74 percent of iPhone 4 users and 64 percent of iPhone 4S users also saying they plan to switch to the iPhone 5."

"The iPhone 4S was Apple’s most successful iPhone launch ever, but if this survey is accurate, the iPhone 5 might rewrite the record books. And that would come just in time for Apple, as it was announced this week that rival Samsung’s Galaxy S III is now the top-selling smartphone in the U.S."

http://www.wired.com/gadgetlab/2012/09/iphone-5-demand-survey/

I do hope Wired is right.
 
We know Apple sales will decline close to a new iPhone release. It's a given, as there will always be an increase in fence sitting prior to release day.

However, when Apple reveals actual sales numbers from the first 30 days, and it shows iPhone 6 outsold all the GS3 phones since release are the android shills going to say:


"People are tired of the same crap copy cat, buggy software, cheap plastic garbage from Samesung. Sales (or lack there of) is all we need to see to affirm this position."


No they wont, they will resort in the inane, "It's just the logo and iSheep that make the iPhone 6 popular"

iPhone 5, not 6 lol
 
I agree. I like the S3 but it's too big for my pocket also. I like how the iPhone fits better. I would be afraid that when I crouch down the S3 would crack in my pocket. iPhone just feels better.

How tight are your pants geez. You're pants aren't going to crack the s3. If they were that strong they would cut off your circulation as well.

It's not a matter of tightness. For me, I wear my jeans where they should be worn. I don't show my asscrack or my panties. The pockets sit at my hips and I wonder if the phone will be under stress if in my front pocket. That's all. Either way, I had the Droid X and I loved using it, I did not love having it in my pocket.
 
Have you seem the iPhone screen?? 3.5 inches, so tiny, size hasn't changed since 07, Jesus Christ!!

Fits in snug jeans like a pebble. Easy to use with one thumb. I hope the 4" iPhone isn't too big and cumbersome like these mental Android phones.
 
The iPhone continues to sell more and more (just as other devices do), but its share of the overall market has been dropping. But yes, it's still making Apple tons of money.

That's not true. As I said the iPhone continues to gain market share year over year.

Worldwide smartphone market share (IDC)
4Q 2008 11.2%
4Q 2009 16.0%
4Q 2010 16.1%
4Q 2011 23.5%

1Q 2009 10.9%
1Q 2010 16.1%
1Q 2011 18.3%
1Q 2012 24.2%

If GS3 is the most popular phone among the 1000 Android phones, that indicates majority people want a larger screen.

No, it doesn't. There is a multitude of reasons people could be picking the GS3.

But Apple goes the opposite to create same size or longer phone, while they can create macbook pro in 13' 15' and 17'. Apple had many chances to outsell Android, but they keep missing it. One phone per year strategy may stop working eventually.

I have no idea what that has to do with the question I asked.
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.