iPhone sales ▪ September 29

AAPL: 109.06

Stock Chart

With Apple having announced all-time record iPhone sales, you might have expected analysts and investors to be impressed, and to see the AAPL share price rise as a result. Instead, the stock is actually down a little – so what gives?

The answer, like the one to so many questions today, is: China. This is the first iPhone launch where mainland China, and not just Hong Kong, has been included from day one. This means the opening weekend sales of 13M versus 10M last year aren’t like-for-like.

Apple hasn’t revealed what percentage of iPhone sales were made in China, but we can do some back-of-an-envelope sums to get a rough idea …  expand full story

iPhone sales ▪ September 8

AAPL: 112.31

Stock Chart

A day before the announcement of the new iPhones, analytics company Localytics has provided a picture of the iPhone market today. It shows that the iPhone 6 and 6 Plus between them account for a full 40% of all iPhones in use, with the iPhone 5s trailing behind at 23.7%.

The same data also backs our report that the iPhone 5c is being discontinued, showing that it accounts for just 8.5% of active iPhones, putting it below the iPhone 4S. This can only add to doubts about whether the often rumored and debunked iPhone 6c (beautiful concept images below) could succeed …  expand full story

iPhone sales ▪ September 3

AAPL: 110.37

Stock Chart

A report from the usually-reliable KGI has repeated many of the details from our exclusives on the iPhone 6S, but additionally offered support for an earlier rumor that the front camera will be upgraded to 5MP. Surprisingly, it also suggests that the rear camera lens may not be sapphire, as it has apparently failed drop tests.

Aside from upgrading rear camera module to 12MP, Apple will upgrade front camera module to 5MP […] The new iPhone may not be equipped with sapphire cover lens, as it still has quality issues on the drop test.

Although sapphire is much more scratch-resistant than Gorilla Glass, it is more brittle, and thus at greater risk of shattering when dropped.

The company also repeated its concerns that limited appeal of the new features, together with external economic factors, is likely to result in flat or negative sales growth …  expand full story

iPhone sales ▪ September 2

AAPL: 112.34

Stock Chart

Kantar has refuted gloomy suggestions that record sales of the iPhone 6/Plus may make it tougher for Apple to persuade customers to upgrade, saying that its data “suggests Apple has ample opportunity for upgrades in Q4 2015 and 2016.”

The pessimistic view put forward in some quarters goes like this. There was a lot of pent-up demand for larger-screened iPhones. Everyone who wanted one has now bought one, so upgrade rates will now tail off significantly.

Kantar says that this view ignores the fact that people will continue to upgrade from older models. It points out that the average U.S. iPhone user upgrades every 25 months – and 31% of owners bought their current iPhone more than two years ago …  expand full story

iPhone sales ▪ August 17

AAPL: 117.16

Stock Chart


Betting against Apple hasn’t been a successful endeavor of late but all of a sudden, declining holiday iPhone numbers seem to be in vogue.

Tech investment company Pacific Crest has echoed KGI’s prediction that year-on-year iPhone sales are likely to decline following the launch of the iPhone 6S, but says that investors shouldn’t be concerned.

We believe iPhone 6/+ models drove abnormally high share gains and upgrade rates that are likely to moderate somewhat in the 6s cycle, which is likely to drive total iPhone units down year-on-year in the first part of financial year 2016 (Q4 of calendar 2015) …

expand full story

iPhone sales ▪ August 11

AAPL: 119.72

Stock Chart


KGI – which has an excellent track record – has predicted a strong possibility of either zero or negative growth of iPhone sales in Q4 2015. The investment note cited by Taiwanese site Apple Daily (via GforGames) forecasts that Apple will sell between 65M and 75M iPhones, compared to 74.5M in the same quarter last year.

We predict iPhone 6S and iPhone 6S could be the first S-series models to see flat or lower shipments versus their predecessors.

KGI bases its pessimistic prediction on two factors. First, the weak state of the Chinese economy. Second, the very same argument I made in my opinion piece yesterday: that the headline feature of the iPhone 6S, Force Touch, doesn’t seem likely to wow customers …  expand full story

Submit a Tip


Submitting a tip constitutes permission to publish and syndicate. Please view our tips policy or see all contact options.

Powered by WordPress.com VIP