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Apple sell in 10 million iPhone 6 & 6 Plus units
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calico_pie
23-09-2014
Originally Posted by tdenson:
“

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 ?”

Haven't you heard?

Apple are doomed.
tdenson
23-09-2014
Originally Posted by calico_pie:
“Haven't you heard?

Apple are doomed.”



Glad I didn't listen to the doom merchants a few years ago and sold my stock.
Anika Hanson
23-09-2014
Good for them. Hardly surprising though.
aurichie
23-09-2014
Yep given these are the best smartphones anyone has ever built you'd expect sales to be breaking all records. And they are, easily. Demand for these products is just off the charts incredible. I'd bet if Apple could have manufactured 20 million ahead of launch they'd have sold them all in the first weekend.
richparr
23-09-2014
Originally Posted by aurichie:
“Yep given these are the best smartphones anyone has ever built you'd expect sales to be breaking all records. And they are, easily. Demand for these products is just off the charts incredible. I'd bet if Apple could have manufactured 20 million ahead of launch they'd have sold them all in the first weekend.”

Complete and utter f##king nonsense!!
alanwarwic
25-09-2014
Well, giffgaff got a big order of iPHones and Bestbuy in the US had masses.
10 million is easy when you expand the customer base. (Customers = stores, not the public)

I wonder if the 'still unsold' exceeded the 3.5 million guestimate of last years 9 million declaration?
Anika Hanson
25-09-2014
Originally Posted by aurichie:
“Yep given these are the best smartphones anyone has ever built you'd expect sales to be breaking all records. And they are, easily. Demand for these products is just off the charts incredible. I'd bet if Apple could have manufactured 20 million ahead of launch they'd have sold them all in the first weekend.”

I know right. People would sell their kidneys to get hold of the 8th wonder of the world.
dabotsonline
25-09-2014
Originally Posted by jabbamk1:
“... 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.”

Surely the correct ratio of 6 to 6 Plus, according to factory production, would be 80:20?
Dan Sette
25-09-2014
Originally Posted by Anika Hanson:
“I know right. People would sell their kidneys to get hold of the 8th wonder of the world.”

Possibly. I've always wanted to see Torres del Paine. Stunning place.

An iPhone - not so much. (they're available in the shops in the UK)
alanwarwic
27-09-2014
I would guess that of that 10 million, between 1 and 10 thousand were sold to Phones4u, 10,000 being a better guess.

Well apparently all of the 136 customers that phones4u sold will not be refunded.
http://www.ibtimes.co.uk/phones-4u-c...refund-1467409

So 10 million sold, but how many consumers bought them in those days?
2, 3 or maybe as high as 6 million ?

No one knows. Apple will be a creditor so maybe the administrator will tell us how much they owe Apple.
jabbamk1
27-09-2014
Originally Posted by alanwarwic:
“I would guess that of that 10 million, between 1 and 10 thousand were sold to Phones4u, 10,000 being a better guess.

Well apparently all of the 136 customers that phones4u sold will not be refunded.
http://www.ibtimes.co.uk/phones-4u-c...refund-1467409

So 10 million sold, but how many consumers bought them in those days?
2, 3 or maybe as high as 6 million ?

No one knows. Apple will be a creditor so maybe the administrator will tell us how much they owe Apple.”

It's estimated that around ~8 million units were sold through.

A very high sell through figure. Anyone in the industry knows that 80%+ sell through is astounding. Especially due to the volume of shipped units.
alanwarwic
27-09-2014
Originally Posted by jabbamk1:
“It's estimated that around ~8 million units were sold through. A very high sell through figure. Anyone in the industry knows that 80%+ sell through..”

Did someone leak that is is that 'try not to displease Apple estimate'.
How can you believe guestimates when until last years unspoken debacle, most of us assumed sold was 'sold to customers'.
jabbamk1
27-09-2014
Originally Posted by alanwarwic:
“Did someone leak that is is that 'try not to displease Apple estimate'.
How can you believe guestimates when until last years unspoken debacle, most of us assumed sold was 'sold to customers'.”

Because last years number of ~5.5m (~61%) sold through was also a guesstimate. Like I said, Sell through is hard to determine accurately. The 5.5m from last year was worked out the same way as the 8m this year was.

So that's why I believe it.

And since when was there a sell in/sell through issue. Only people who don't work in the industry/follow the industry would be confused. There has always been a difference between the two, companies always announce sell in and will specifically state sell through if they're talking about sold through figures but that usually comes from third parties. E.g NPD in the USA.
alanwarwic
27-09-2014
More actual data there.

http://www.independent.co.uk/life-st...s-9759121.html

Phones 4U had 550 stores so selling 136 iPHones the sale conversion rate was 1 phone per every 4 stores.
If they had been operating maybe they would have put a free bus on to take them all to their London store to queue and have a champagne day out?
jabbamk1
27-09-2014
Originally Posted by alanwarwic:
“More actual data there.

http://www.independent.co.uk/life-st...s-9759121.html

Phones 4U had 550 stores so selling 136 iPHones the sale conversion rate was 1 phone per every 4 stores.”

Phones 4 U went into administration before the launch. Can't really say much about sales by looking at a retailer that didn't even sell a single iPhone.

Apple themselves said they had 4 million pre orders in the first 24 hours.

UK networks have had another shipment of iPhone 6's since the launch so it is selling through Alanwaric.
calico_pie
27-09-2014
So to summarise:

1. Last year's figures were fine because they suggested the 5C wasn't doing too well. But the same figures for this year need to be taken with a pinch of salt because they suggest the new phones are doing well.

2. Out of all the networks, we should focus on figures from Phones4U, a smaller player, and one which has just gone into administration.

Doesn't make a lot of sense to me, but the conspiracy is still on.

And that's the main thing I guess.
jabbamk1
27-09-2014
Originally Posted by calico_pie:
“So to summarise:

1. Last year's figures were fine because they suggested the 5C wasn't doing too well. But the same figures for this year need to be taken with a pinch of salt because they suggest the new phones are doing well.

2. Out of all the networks, we should focus on figures from Phones4U, a smaller player, and one which has just gone into administration.

Doesn't make a lot of sense to me, but the conspiracy is still on.

And that's the main thing I guess.”

When did I say that?
calico_pie
27-09-2014
Originally Posted by jabbamk1:
“When did I say that?”

Not you, but I got the impression that's where Alan was steering things.

He likes a good conspiracy.
alanwarwic
28-09-2014
Or

So this years total is fine because networks are not anonymously bleating about unsold stock like last year, and media reports are just like last year.

Their September report has to be taken with a pinch of salt though we know for certain that enough resellers are contracted to buy(bought) a heck of a lot.
alanwarwic
28-09-2014
Originally Posted by jabbamk1:
“Phones 4 U went into administration before the launch. .”

They went under on Monday of delivery week. They had the prior week till Sunday for pre-orders.

They were very bullish with "the number of people who have registered for more information about the new iphones has more than doubled since 2013 and as a result, we're prepared to meet demand with better stock than ever before," says Scott Hooton, Phones 4u's CMO".

Also said was that "phones4u does not have any 6 Plus" suggesting that the iPhone 6 Plus was simply held back by Apple on purpose to 'sell out'. (and Apple still have a sale to a reseller when holding stock back)
kidspud
28-09-2014
Originally Posted by alanwarwic:
“They went under on Monday of delivery week. They had the prior week till Sunday for pre-orders.

They were very bullish with "the number of people who have registered for more information about the new iphones has more than doubled since 2013 and as a result, we're prepared to meet demand with better stock than ever before," says Scott Hooton, Phones 4u's CMO".

Also said was that "phones4u does not have any 6 Plus" suggesting that the iPhone 6 Plus was simply held back by Apple on purpose to 'sell out'. (and Apple still have a sale to a reseller when holding stock back)”

Oh the conspiracy theory that just keeps giving.

Can you explain the business logic of holding back stock?
calico_pie
28-09-2014
Originally Posted by alanwarwic:
“Or

So this years total is fine because networks are not anonymously bleating about unsold stock like last year, and media reports are just like last year.

Their September report has to be taken with a pinch of salt though we know for certain that enough resellers are contracted to buy(bought) a heck of a lot.”

Could there be a reason that networks are not "bleating about unsold stock"?

Again, not a rhetorical question.
alanwarwic
29-09-2014
Seems they did not use China for launch day so likely 2015 will see China added to the launch day list to make that '11 million record'. The main supply source there is 'smuggled via Hong Kong' but lower demand ended in a glut.

http://nytimes.com/2014/09/29/techno...-begging-.html

"“This year the scalpers’ losses will be big,” he said."
alanwarwic
30-09-2014
Slightly tongue in cheek the Mail headlined it

"Is the iPhone 6 a flop? Smugglers forced to slash prices..."
http://www.dailymail.co.uk/sciencete...and-China.html
"The reports of declining demand in China contradicts with Apple’s own figures which said that it had 10 million pre-orders worldwide for the iPhone 6."

'Apple's own figures' is a precise way of describing that 10 million.
IslandNiles
30-09-2014
Originally Posted by alanwarwic:
“Slightly tongue in cheek the Mail headlined it

"Is the iPhone 6 a flop? Smugglers forced to slash prices..."
http://www.dailymail.co.uk/sciencete...and-China.html
"The reports of declining demand in China contradicts with Apple’s own figures which said that it had 10 million pre-orders worldwide for the iPhone 6."

'Apple's own figures' is a precise way of describing that 10 million.”

The more plausible explanation is that the iPhone 6 and 6 Plus are about to go on sale legitimately in China, and this is eating into demand for smuggled imports.
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