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By the numbers: a breakdown of Apple’s Q2 2014 earnings call

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Apple went over its Q2 2014 earnings today on its quarterly conference call with CEO Tim Cook and incoming CFO Luca Maestri. The company announced that former Burberry CEO Angela Ahrendts will finally be joining the executive team as SVP of Retail. Cook also addressed the recent debut of Microsoft’s Office productivity suite on the iPad.

But, as with any earnings call, the numbers that define Apple’s success or failure in the market took center stage. Here are some of the big ones you might have missed:


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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:
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More new iPhone parts, A6 processor, more new 9-pin cables [Video]

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[nowhereelse.fr]

French website Nowhereelse [translated] posted more part leaks for the next-generation iPhone this morning, and while we get a new glimpse at the front screen, neither of the pictures show anything terribly new. The bronze piece pictured was originally thought to be an NFC chip, but more conventional wisdom suggests it is a speaker for the headset.

We also received an image of 4 iPhone motherboards before being chip loaded:

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…And, perhaps our most sketchy image:

Thanks, Sonny!

Adding to the slew of alleged leaks, a new image of a purported logic board for the next-generation iPhone has surfaced. The crisp picture shows the logical board without any protective EMI shielding for an internal look at the A6 chip that supposedly sits inside. We are a bit wary about the authenticity of this picture, as its originator, Sonny Dickson, said it needed to be “enhanced with Photoshop.”

It is speculated the A6, or a variant of the A5X chip, would appear in the next iPhone, and many thought Taiwanese Semiconductor Manufacturing Company’s 28nm process would manufacturer the quad-core chip, but the latest reports claimed Apple is stuck with Samsung for at least CPU and/or baseband chip building after TSMC rebuffed an exclusive bid.

We also see another 9-pin dock cable from Sonny below:

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A gallery of new parts is below—including a video from Sinocent.
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iPhones beat out Nokia Lumia 800 Windows Phone in browser benchmark, despite earlier reports

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[youtube=http://www.youtube.com/watch?v=ZZG-mYisDA4&context=C3fa8f49ADOEgsToPDskIiI2Vrvp9laUU3S0CvAg8o]

359gsm (via My Nokia Blog) recently pitted the iOS 4.3-based iPhone 4 and the iOS 5-based iPhone 4S against a Windows Phone 7.5 Mango-based Nokia Lumia 800 smartphone in various benchmark tests. In every test, both the iPhone 4 and iPhone 4S significantly outperform one of the best Windows Phone options on the market. This is in contrast to reports in April, prior to Mango’s release, that claimed Window Phone’s IE 9 on Mango devices beat mobile Safari in similar browser benchmark tests.

You can view the results in the video above or get the full results below (via 359gsm). As you can see, the iPhone 4S significantly passes the Lumia 800 in all tests, including: Browsermark tests, Speed Reading test, Sunspider, Acid3, and HTML5. The iPhone 4 also outperforms the Lumia in most tests, although by a narrower margin.


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