Linked by Thom Holwerda on Tue 15th Jan 2013 09:12 UTC
Apple The New York Times also chimes in on the reduced orders, and they have numbers which seem more realistic. "Apple does appear to be cutting back on orders for its latest iPhone from its manufacturing partners, as Nikkei of Japan and The Wall Street Journal reported earlier. Paul Semenza, an analyst at NPD DisplaySearch, a research firm that follows the display market, said that for January, Apple had expected to order 19 million displays for the iPhone 5 but cut the order to 11 million to 14 million. Mr. Semenza said these numbers came from sources in the supply chain, the companies that make components for Apple products." Some suggest this is stock manipulation, and while that is an exciting story to be sure, would respected and well-informed newspapers like The Wall Street Journal and The New York Times participate in something like that? Somehow, I highly doubt it. A far more logical explanation, as NYT details, is that the iPhone simply isn't doing overly well outside of the US.
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RE[3]: Who knows
by JAlexoid on Tue 15th Jan 2013 12:26 UTC in reply to "RE[2]: Who knows"
JAlexoid
Member since:
2009-05-19

To put simply the Mobile Network Operators are to be blamed here, they have gotten incredibly greedy and expecting the iPhone 5 to just sell have massively overpriced it on really terrible contracts. This applies here in the UK, I know a lot of people have not upgraded because of this very reason and are still running their old iPhones some are looking to move to Android.


No. To put it simply - in US the operators are free to charge you stupid fees on your devices and then charge you your usual $100 per device. In EU that practice "does not fly", so the operators are done supporting Apple with their cash and are letting the customer pay the full actual price.* Why? Because when you buy an iPhone you are not likely to be proving additional revenues for the operator to cover for the subsidy(considering OTT, premium SMS messages and similar)

*- iPhone5 off contract is about €750 and it's subsidy constitutes €10-€15 in your monthly bill. That is a considerable hole between the price the operator pays to Apple and you pay back.(I suppose Apple only gets €500 when sold in bulk to operators)

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