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Apple sell in 10 million iPhone 6 & 6 Plus units
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jabbamk1
22-09-2014
Apple have sold in 10 million iPhone 6 & 6 Plus's worldwide during the first 3 days on sale. Apple launched the iPhone 6 in just 10 markets on Friday and it hasn't even gone on sale in China yet which is a large market for Apple. (Although the grey market there is massive).

Whilst Apple didn't disclose the sales figures for each model separately we can assume that the iPhone 6 shipped many more units than the 6 plus did. After all, the factories in China themselves are estimating outputting more than 4x s many 6's compared to 6 plus's. It's been estimated, and I've seen the evidence myself that there was a 70/30 split of shipped units in favour of the iPhone 6 compared to the 6 Plus. I've also seen sell through figures that suggest both the iPhone 6 and 6 Plus are selling very well. Especially compared to the 5S/5C situation last year where the 5S had a high sell though and the 5C had a low sell through. Whether this continues though remains to be seen.

The company said the new phones will be available in more than 20 additional countries by Friday and in 115 countries by the end of the year. It's estimated that Apple made a total $6 billion in revenue this weekend.

Now for some comparison to other phone sell in figures.

iPhone 6/6+ - 10 Million units in 3 days (High sell through for both)
iPhone 5S/5C- 9 Million units in 3 days (Low sell through of 5C)
iPhone 5 - 5 Million units in 3 days (High sell through)
iPhone 4S - 4 Million units in 3 days (High sell through)
iPhone 4 - 1.7 Million units in 3 days (High sell through)

Samsung Galaxy S5- 10 million units in 25 days (High sell through)
Samsung Galaxy S4- 10 million units in 27 days (High sell through)
alanwarwic
22-09-2014
http://theinquirer.net/inquirer/news...top-10-million
That is 1 million more than the 5c and the 5c.

10 million is a good CHOICE by Apple as it creates headlines.
I say 'choice' because it Apple include all unsold stock at networks as a sale for Apple, thus allowing Apple to near enough create any sale figure they want.
jabbamk1
22-09-2014
Originally Posted by alanwarwic:
“http://theinquirer.net/inquirer/news...top-10-million
That is 1 million more than the 5c and the 5c.

10 million is a good CHOICE by Apple as it creates headlines.
I say 'choice' because it Apple include all unsold stock at networks as a sale for Apple, thus allowing Apple to near enough create any sale figure they want.”

Apple include the following in their sales figures.

1. Phone sold through their online store
2. Phones sold through their retail stores
3. Phones shipped to retailers and networks

So every year Apple pretty much announce sell in figures apart from their online store/retail stores which account for sold through figures.

Hence why last year Apple said they shipped 9 Million iPhone 5S's and C's but only sold through the 5S's as 5C sell through was very poor. It was estimated there were at least 3.5 million iPhone 5C's (of that 9 Million) still on store shelves etc...

With the iPhone 6 however it's safe to say that sell through was quite high and therefore It sold through more than the 5S/5C at launch.

It's estimated around 7 Million units were iPhone 6 and 3 million units were iPhone 6 plus's. 8 Million of those units are estimated to have been sold through.
jchamier
22-09-2014
Originally Posted by alanwarwic:
“10 million is a good CHOICE by Apple as it creates headlines.
I say 'choice' because it Apple include all unsold stock at networks as a sale for Apple, thus allowing Apple to near enough create any sale figure they want.”

I thought it was Samsung that reported channel inventory as sales?

Apple reports those in end user hands, since they know when they're actually powered up and activated. I read the Inq and the Reg articles as 10m sales through Apple stores, and network data will be later.
kidspud
22-09-2014
Any company that announce sales have to be very clear what they represent as it can have an impact on company income and share price.

They cannot make up any figure they like and it is silly to suggest they can.
jabbamk1
22-09-2014
Originally Posted by jchamier:
“I thought it was Samsung that reported channel inventory as sales?

Apple reports those in end user hands, since they know when they're actually powered up and activated. I read the Inq and the Reg articles as 10m sales through Apple stores, and network data will be later.”

See my post above.

Everyone announces sell in figures. Even Apple.
Only Apple are a bit more open as they count sales through their own retail/online channel as only sold in when it's sold through to a customer. But anything sent to retailers and networks is sold in. Do you really expect Apple to calculate how many units were actually sold through. That's impossible to know accurately. And it sure as hell wasn't 10 million units, that production time doesn't add up.

At least it's not like last year where the iPhone 5C sold through horribly. Both the iPhone 6 and 6S are selling through very well so that 10m figure is accurate enough. Where as last year the 5C bombed so bad that it's estimated only around ~5.5m of the 9m iPhone's were sold through. At least this year I can safely say sell through is closer to 10m

(sell in = shipped by the way for anyone confused)

I've seen a sample of UK sell through figures and can say sell through was over 80% for each model easily.
alanwarwic
22-09-2014
Originally Posted by jabbamk1:
“..Do you really expect Apple to calculate how many units were actually sold through. ...”

Yes I do. I'd say 95% would be activated within the first week so there is no excuse..

But I expect more accurate reporting..
The media waved the white flag years ago and mainly report what 'Apple said'.

There is reasonable confidence to assume Apple chose that 10 million total all by themselves. Enough to make a big headline and not too much to make for a fraught 2015.
d123
22-09-2014
Originally Posted by alanwarwic:
“http://theinquirer.net/inquirer/news...top-10-million
That is 1 million more than the 5c and the 5c.

10 million is a good CHOICE by Apple as it creates headlines.
I say 'choice' because it Apple include all unsold stock at networks as a sale for Apple, thus allowing Apple to near enough create any sale figure they want.”

None of the networks have unsold stock (in any amount worth mentioning). The networks are on back order of most models, and on short supply regular deliveries to the shops.
jabbamk1
22-09-2014
Originally Posted by alanwarwic:
“Yes I do. I'd say 95% would be activated within the first week so there is no excuse..

But I expect more accurate reporting..
The media waved the white flag years ago and mainly report what 'Apple said'.

There is reasonable confidence to assume Apple chose that 10 million total all by themselves. Enough to make a big headline and not too much to make for a fraught 2015.”

That's something that is impossible to track.
Go ask NPD or companies like that. Trust me on this mate. Have you thought about the grey market where phones haven't even been activated yet.

Anyway if you do want an estimate for sell through, it's estimated that around ~8m units were sold through and 10m units were shipped. But that ~8m figure isn't going to be 100% accurate.

After looking through the figures my prediction is as follows.

~39m iPhones for this quarter
~60m iPhones for next quarter

That would make ~178m units shipped for CY2014
jchamier
22-09-2014
Originally Posted by jabbamk1:
“See my post above.”

Thanks your second post clarified all. I'd misread about network stores.

Quote:
“Everyone announces sell in figures. Even Apple.”

Which makes sense. Cheers.
alanwarwic
22-09-2014
I'm not saying it is not better than last year.
There was pent demand from its clientel for a phabet iPhone.

More likely last year when they had those millions of unsold stock they averted a more than major publicity disaster via this methodology.

Originally Posted by jchamier:
“..Apple reports those in end user hands, since they know when they're actually powered up and activated. ...”

You have been in the distortion machine it seems.

I'm not even sure if those 'sales to networks' will have been delivered. I even imagine the total is what networks have bought, so even unreceived goods at network warehouses could be in that Apple sales total.
jabbamk1
22-09-2014
Originally Posted by alanwarwic:
“I'm not saying it is not better than last year.
There was pent demand from its clientel for a phabet iPhone.

More likely last year when they had those millions of unsold stock they averted a more than major publicity disaster via this methodology.”

I know. But what I'm saying is that an accurate sell through is impossible to measure over just the weekend.
alanwarwic
22-09-2014
Yes, and I explained their 'sales' definition., the Guardian now more correctly states "which includes sales to operators", no doubt knowing about the piss take of last year.
http://www.theguardian.com/technolog...nes-first-sale

And maybe I'm just being John Doe having little idea what 'Not sold through' means.

It it certainly is a piss take considering some now even believe it to be activation totals, for which Apple has full access to.
kidspud
22-09-2014
All the operators have order times of 3+ weeks and Apple stores are reporting the same. It is clear that once again Apple have had a very successful launch. I'm sure some get very confused and upset by their continued success.

It will be interesting to look at the financials when they are reported.
jabbamk1
22-09-2014
Originally Posted by kidspud:
“All the operators have order times of 3+ weeks and Apple stores are reporting the same. It is clear that once again Apple have had a very successful launch. I'm sure some get very confused and upset by their continued success.

It will be interesting to look at the financials when they are reported.”

No one has said it hasn't been a success.
d123
23-09-2014
Originally Posted by jabbamk1:
“No one has said it hasn't been a success.”

Other than alanwarwic who seems to think it's all Apple lies and there are warehouses full of unsold stock .
BKM
23-09-2014
Originally Posted by d123:
“Other than alanwarwic who seems to think it's all Apple lies and there are warehouses full of unsold stock .”

Despite the fact that both shops and phone networks are running short of stock and Apple (unlike other phone manufactures) know exactly when handsets get activated!
tdenson
23-09-2014
Originally Posted by kidspud:
“ I'm sure some get very confused and upset by their continued success.
.”



It never ceases to amaze me just how strongly people react on this forum (in a negative way) to Apple being a successful brand. What does it matter to them ?
alanwarwic
23-09-2014
Originally Posted by tdenson:
“What does it matter to them ?”

I find the marketing aspect fascinating but what about you tdenson, it seems to matter far more to you as I'm only interested in facts.

Apple played a blinder on this one in that even when caught they cannot be said to be doing 'a Tesco'. Apple's September thing is not accounts process reported to shareholders, it is a press release which allows for distortion.

http://www.apple.com/pr/library/2014...ew-Record.html

"ctations for the launch weekend, and we couldn’t be happier,” said Tim Cook, Apple’s CEO. “We would like to thank all of our customers for making this our best launch ever,"

Oh look, they are thanking both bulk buying network customers and individual customers.
tdenson
23-09-2014
Originally Posted by alanwarwic:
“I find the marketing aspect fascinating but what about you tdenson, it seems to matter far more to you as I'm only interested in facts. ”

Well, seeing as you ask, I am a shareholder (with a not insignificant number of shares), hence my interest. It is quite important therefore that I am as objective as possible about Apple to forsee what might happen in the future, I cannot afford to have rose tinted spectacles. I bought at $100, now they are at $700 so I think my foresight when I first saw the iPhone was pretty good eh ?
In the interests of objectivity, from time to time I buy an Android flagship (I have had the Nexus 4, then the HTC One and my next will be the Nexus 6).
With my objective hat on, there's plenty I dislike about Apple, but on balance there's more that I like, so I choose to use an iPhone as my primary device. I am not though emotionally attached to Apple. To a degree I am locked into the ecosystem (that's part of what I don't like about Apple) but I choose to be, for its advantages as well as its disadvantages.
calico_pie
23-09-2014
Originally Posted by alanwarwic:
“http://theinquirer.net/inquirer/news...top-10-million
That is 1 million more than the 5c and the 5c.

10 million is a good CHOICE by Apple as it creates headlines.
I say 'choice' because it Apple include all unsold stock at networks as a sale for Apple, thus allowing Apple to near enough create any sale figure they want.”

So what do other companies do?
alanwarwic
23-09-2014
Originally Posted by calico_pie:
“So what do other companies do?”

Fail, they have no 'captive' market and far less of a one way relationship.
calico_pie
23-09-2014
Originally Posted by alanwarwic:
“Yes, and I explained their 'sales' definition., the Guardian now more correctly states "which includes sales to operators", no doubt knowing about the piss take of last year.
http://www.theguardian.com/technolog...nes-first-sale

And maybe I'm just being John Doe having little idea what 'Not sold through' means.

It it certainly is a piss take considering some now even believe it to be activation totals, for which Apple has full access to.”

How does it work with sales to operators? Is that a final sale to the phone manufacturer, or is it sale or return? Or is payment to the manufacturer dependent on it being sold to a consumer?
slattery69
23-09-2014
Originally Posted by calico_pie:
“So what do other companies do?”

All of them do exactly the same your correct. They all report direct sales, in apples case from there outlets. then sales into networks, which are just sales . Unless these companies operate a sale or return policy , the phones are sold when delivered to the warehouses.
I highly doubt there are millions of iphones sat in warehouses in somewhere .
calico_pie
23-09-2014
Originally Posted by alanwarwic:
“http://theinquirer.net/inquirer/news...top-10-million
That is 1 million more than the 5c and the 5c.

10 million is a good CHOICE by Apple as it creates headlines.
I say 'choice' because it Apple include all unsold stock at networks as a sale for Apple, thus allowing Apple to near enough create any sale figure they want.”

So what happened last year?

Did they choose 9m for the same reason?

You only have to think about your conspiracy theories for a second to realise they make no sense.
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