Linked by Thom Holwerda on Wed 25th Sep 2013 10:38 UTC

I've been thinking a bit more about those iPhone 5C/5S weekend sales figures, and while it is certainly impressive, if you compare it to the iPhone 5's first weekend sales figures, it's actually quite a step backwards for Apple. The issue here - something many sites and even Apple itself doesn't want to focus on - is that the iPhone 5C/5S is available to a lot more people than the iPhone 5 was.

The iPhone 5 was available to 720 million people at launch, and sold 5 million units. This is a penetration of 0.69%. The iPhone 5C and 5S, however, are available to 2078 million people, and sold 9 million units, which constitutes a penetration of 0.43%. So, Apple has two new models to advertise and lure consumers with instead of one, and has a huge additional market (China) to address, yet it failed to capitalise on either of these two factors.

What this shows is that while the sales figure is still pretty darn impressive, it's not nearly as groundbreaking if you put it in perspective. Looking at it this way, the so-called record breaking 9 million figure can easily be explained away by Apple almost tripling its launch weekend audience, instead of an increasing popularity of the iPhone.

The only reason I'm writing this is to illustrate how numbers are entirely arbitrary, and it's easy to make silly comparisons and claim an arbitrary victory - or, change perspective a bit and claim arbitrary defeat, as I've done here.

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RE[2]: The impressive part
by cdude on Wed 25th Sep 2013 21:21 UTC in reply to "RE: The impressive part"
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I think he has a point. But the point isn't meaned to be negative. The point is that someone should proper compare, consider context.

First note: Two models.
I think this is not an advantage (or disadvantage) to consider at all when looking at that numbers. Very less individuals would buy both but only one of them. Also the price- and hardware/software differences are not high (enough) to make it magically two times more offer or open complete new markets. The cheaper iPhone is not mid- or low-end but that we knew already. Still I think it had some positive effects just like the new iOS7 design had. Some but not much.

Second note: More markets, potentiell customers.
This isn't linear too cause it depends on the markets. Conditions like how much of the customers have the money (both models premium segment) and are willing to invest at the very first days cause of strong demand? Conditions like brand recogniation (in China lower then in US I would expect) or timing (its holiday season end in china and universities just started again), etc.

Theird note: Still impressive.
As written by Tom its still impressive even if only round about linear upscale rather then an explosive demand. It means there is demand, strong demand, for there products also outside of there core markets. It means they grow and growing is good. Its just not the unexpected super one-hit wonder some like to make it.

Edited 2013-09-25 21:33 UTC

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