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[2]: Who knows
by d3vi1 on Tue 15th Jan 2013 13:25 UTC in reply to "RE: Who knows"
d3vi1
Member since:
2006-01-28

Well, are you American? That could certainly explain a few things. Apple continues to do very well in the US, so it makes sense stocks are low there. However, I just now checked the Apple website in The Netherlands, Germany, and France - and *all models are in stock*. Even in the UK, traditionally a strong iPhone market in Europe, *all models are in stock*.


I can tell you first hand that except for the 16GB versions, the Romanian operators still are out of stock and have been like this since mid december. Milage varies from country to country. Yes, they made sure that the traditional launch countries have adequate stock, but the second batch of countries are still out of stock. I've checked with Vodafone, Orange and Cosmote (T-Mobile) as recently as today.
They expect the stocks to go to normal from from mid February.

Furthermore, 75% android doesn't mean much in reality. Do the math another way: Apple is a quarter, Nokia/Backberry are irrelevant and 75% represents everyone else. So in a battle of Apple vs. everyone else they aren't doing that bad. iPhone is in the premium segment where most droids don't actually compete (except for select terminals from Samsung). In the premium segment, Apple is clearly the market leader.

I don't think Apple is or should be going after the non-premium segments as it would kill their margins or make crappy products. There are already enough manufacturers that are more than competent in low-margin, high-volume, 6 month technical and OS support markets.

I've also observed that all my higher income friends (research, finance, etc.) in Germany, France, Romania, UK and the Netherlands use Macs and iPhones. I actually have only one friend doing his PhD right now that refuses to get an iPhone for philosophical reasons. Obviously, milage may vary, but this is my experience, neither good nor bad, just an experience.

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