Production analysis disputes claims of 5s outselling 5c; forecasts combined sales of 50-55M in Q4

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KGI’s Mingchi Kuo, an analyst with an excellent track record, has disputed an earlier suggestion by web analytics company Localytics that the iPhone 5s is outselling the 5c three-to-one, suggesting that actual sales are closer to 50/50 – with 5c sales actually likely to be somewhat higher.

KGI estimates that the 9M initial sales comprised 3.5-4.5M iPhone 5s, and 4.5-5.5M iPhone 5c.

The confidential briefing document points out that analytics data is based on activation (or, more specifically, use of the phone to browse the web and run certain apps), which is not the same as sales. KGI’s estimates are based on production numbers …  Read more

Apple announces record 9 million iPhone sales over first three days, 200 million iOS 7 updates

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Update: On Twitter, Tim Cook has tweeted, for the second time, to thank customers for the “amazing” sales.

Apple has just announced first-weekend sales figures for the iPhone 5s and 5c. Sales for both phones total 9 million. In comparison, the iPhone 5 shipments topped 5 million in the same period. These numbers come in at the higher end of analyst estimates, with many predicting bearish sales similar to the iPhone 5 launch last year. As expected, Apple did not reveal the breakdown of sales between the different iPhone models.

Alongside phone sales, the company’s press release also highlights iOS 7’s successful launch. Apple has announced that 200 million devices have been updated to iOS 7 since it was released last Wednesday. This is double the rate at which iOS 6 was adopted.

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comScore: iOS gains ground on Android stealing US marketshare away from other players

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comScore has released its US smartphone subscriber study for the three month period ending July. Reflecting similar observations by Millenial Media, iOS continues its ascendancy in the US market. comScore computes its marketshare figures based on active subscribers, which is generally seen as a more reliable representation of market trends than web usage traffic, which is what Millenial uses.

comScore reports that iOS was the only platform to show positive growth, rising 1.2 points from 39.2% in April to 40.4% in June. In comparison, Android fell 0.2 percentage points with even larger decreases experienced by BlackBerry which dropped from 5.1% to 4.3%. Windows Phone’s share remained constant at 3.0%.

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Apple aims for convenience over value as competing iPhone trade-in firms continue to offer better deals

Cook at Palo Alto Apple Store (Getty Images)

Cook at Palo Alto Apple Store (Getty Images)

Following our reports detailing the new service, Apple today officially kicked off its new Apple Store iPhone trade-in program that will see customers trading in old iPhones in exchange for credit towards an upgrade to a newer model. The initiative is part of Apple CEO Tim Cook’s new iPhone sales strategy and meant to be “competitive” with other trade-in services, but is it really the best option for getting the most out of your old iPhone before new devices get announced?

The new in-store program will fall under the same Reuse and Recycling marketing Apple uses for its online trade-in system, but for in-store trade-ins it has switched from partner PowerOn to Brightstar to determine the value of iPhones and handle the trade-ins. Apple employees are even encouraging customers to take advantage of the new trade-in offer when bringing in a damaged device to their local Apple Store, but we’ve found other services are currently offering much more for your used iPhone in good condition.  Read more

Apple’s iPhone ‘Reuse and Recycle’ trade-in program detailed, begins rolling out August 30th

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Yesterday, we reported that Apple is gearing up to launch its iPhone trade-in program in September. The program will allow an iPhone user to exchange an older iPhone model for a new iPhone at a discounted price. Today, we’ve learned several new details about the program, including how it works, the official name, and information about the launch.

The trade-in program will be marketed as the “iPhone Reuse and Recycle Program.” It will begin rolling out in select Apple Stores this upcoming Friday, August 30th. Like we previously reported, a larger-scale rollout will occur during the month of September.

The program is applicable to both standard customers and business customers that want to purchase a new iPhone.

Here’s how it will work:

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Apple drops to 32% tablet market share in Q2 amidst strong YoY Android growth

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IDC is out today with its latest report tracking worldwide tablet shipments, reporting that total shipments have experienced a sequential decline during Q2 at the expense of Apple and the iPad. Apple already announced that it had sold 14.6 million iPads during the quarter, a significant drop from the 17 million it sold in the year ago quarter, but today IDC gives us some insight into where that puts Apple in its lead over Samsung as the top tablet vendor.

Apple was able to pick up 32.4% of the market during Q2, continuing its lead as the top tablet manufacturer, but dropping from the 60.3% of the market it had in Q2 last year. While Apple’s tablet shipments are clearly suffering from lack of new product announcements this year, it’s also losing share to Samsung and others. IDC reports 277% year over year growth for Samsung, giving it 18% of the market with 8.1 million units shipped during Q2. All of the top 3 vendors– Apple, Samsung, and ASUS– experienced a drop compared to Q1 2013, but the Android tablet makers have experienced significant growth compared to Apple since last year. Read more

Consumers in U.S. make case for low-cost iPhone demand w/ increased sales of previous generation iPhones

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New numbers out today from research firm Consumer Intelligence Research Partners (via AllthingsD) show that consumers in the U.S. are purchasing an increasing number of previous generation iPhones compared to recent years. It certainly helps make the case for a much rumored lower-cost iPhone, with the iPhone 4 capturing 18 percent of iPhones sold in the US during the June quarter, and the iPhone 4S an impressive 30 percent.

As noted by AllThingsD, the 52 percent of total iPhone sales captured by the iPhone 5 is much less than the iPhone 4S had just nine months into its release:

Nine months after the iPhone 5′s debut, it accounts for about half of all iPhone sales. The 4S still accounted for nearly three-quarters of iPhone sales almost a year after its launch.

While the obvious conclusion to draw from the data is an increased demand for a lower priced iPhone, CIRP’s Josh Lowitz thinks Apple could continue to take on the lower price market in the US with its previous generations of iPhones: Read more

Like iPhone, analysts expecting big drop in YOY growth for iPad sales in Q3

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With Apple’s Q3 2013 financial call set to take place later this month on July 23rd and Wall Street expecting near zero revenue growth, today we get a look at what analysts are expecting for iPad sales. With no major product announcements since the  introduction of iPad mini and iPad 4 last fall (and only a minor upgrade with the 128GB iPad 4 in January), it’s not all that surprising the consensus from 48 analysts polled by Fortune is that Apple will experience a big drop in growth year-over-year for iPad during the June quarter.

The average estimate of 18.1 million iPad units during Q3 works out to around 6.2% growth compared to 183% and 84% in Q3 2011 and Q2 2012, which some might still consider significant due to the lack of new product announcements and competition from Android tablets: Read more

comScore: Apple increases lead as top smartphone vendor in US, iOS steals market share from Android

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Research firm comScore is out with its usual monthly report that ranks the top smartphone OEMs and platforms for the three-month period ending in February. Apple continues to grow its lead this month as top OEM in the U.S., jumping 3.9-percent from November to 38.9-percent of the market and increasing its lead on the second biggest OEM by subscribers, Samsung:

Samsung ranked second with 21.3 percent market share (up 1 percentage point), followed by HTC with 9.3 percent share, Motorola with 8.4 percent and LG with 6.8 percent.

Feb-Comscore-Apple-PlatformsIt’s important to point out that the shipped vs. sold argument doesn’t apply to comScore’s results, as its data comes from surveys tracking smartphone subscribers and usage and not sales or units shipped. Google grabs the spot as top smartphone platform at the end of February, but Apple continues to close the gap capturing 38.9-percent of the market (up from 35 percent) compared to Google’s 51.7-percent (down from 53.7-percent): Read more

Best Buy selling almost as many iPhones as Apple… with four times as many stores

A new report from AllThingsD citied a study from Consumer Intelligence Research Partners that gives a breakdown of iPhone percentages sold through each retailer, including Apple and the carriers. The survey targeted iPhone buyers over a three-month period from December 2011 to February 2012 and found approximately 76 percent of iPhones were sold through brick-and-mortar stores. The other 24 percent of iPhones were purchased online. Those numbers obviously shift with a high number of preorders during product launches. The report noted the iPhone 4S’ s launch saw 67 percent sales conducted online, while only 33 percent were in-store.

The full breakdown for each retailer (in the United States) not surprisingly shows the carriers clearly dominate iPhone sales: AT&T captured 32 percent, Verizon came in at 30 percent, and Sprint with 7 percent. AllThingsD said Best Buy came out on top among retailers—other than Apple and the carriers—with 13 percent of sales compared to Apple’s 15 percent. Reports are quick to mention Best Buy is selling almost as many iPhones as Apple, but it is worth noting Best Buy has four times as many stores…

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Apple advertises Boxing Week iTunes sale in Canada, 69-cent songs and albums from $5.99

Apple does not often have or advertise sales on Boxing Day, a holiday recognized in the United Kingdom, Canada, Australia, and New Zealand. On the holiday, retailers discount products similar to Black Friday in the United States. However, this year, Canadians are getting a Boxing Week sale on iTunes.

As of right now, Apple is running a promotion in at least the Canadian iTunes store with a selection of 69-cent songs and albums from $5.99, including: Mylo Xyloto by Coldplay, Scary Monsters and Nice Sprites by Skrillex, Foo Fighters’ Wasting Light, and Take Care (Deluxe Version) by Drake.  Each album is selling between $5.99 and $7.99. Altogether, there are 30 or more albums offered.

There is also a selection of 69-cent song collections consisting of the top-selling songs from 2011, best songs of 2011, classic hits, and more.

It is unclear whether Apple will have a Boxing Day or Week sale in its Canadian, U.K., or Australian online and retail stores. Canadian retailers typically run Boxing Week sales from Dec. 24 through Jan. 2, but Boxing Day is traditionally recognized on Dec. 26. It appears the iTunes sale has not popped up in the U.K. or Australian stores, but let us know in the comments if it does.

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