iPhone sales ▪ Today

AAPL: 110.37

-1.97
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 ▪ Yesterday

AAPL: 112.34

4.62
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

1.20
Stock Chart

iphone

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) …

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iPhone sales ▪ August 11

AAPL: 119.72

4.20
Stock Chart

iphone-sales

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

iPhone sales ▪ June 1

Apple Inc Starts To Sell New iPhone 5S And iPhone 5C

Apple today has informed employees of significant changes to how iPhones are sold via AT&T and Verizon Wireless, according to sources. As we reported last month, Apple has indicated that iPhones sold via AT&T at both physical Apple Retail Stores and on the Apple Online Store will move exclusively to Next financing plans this month, in June. This means that a customer who wants to buy a new iPhone on AT&T will no longer be able to do so on a subsidy…

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A man holds a new Apple iPhone 5S next to his iPhone 5 at an Apple Store at Tokyo's Ginza shopping district

For the month of June, Apple is giving a small boost to its trade-in price values for the iPhone 4S, iPhone 5, and iPhone 5S, according to Apple Store sources. Using the Reuse and Recycle program, a customer can bring in an older iPhone model and receive gift card credit toward the purchase of a newer iPhone. Likely in order to spur some new iPhone sales this month, Apple is offering the following improvements to its trade-in pricing:

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