Linked by Thom Holwerda on Tue 15th Jan 2013 09:12 UTC
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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Member since:2005-06-29
Member since:2009-08-22
Google releases detailed Android data regularly - much more so than Apple, in fact.
They don't say how many Nexus devices have been sold, they don't say how much Android is costing them, they don't say say how much they are earning from Android, they don't say say what the split of their mobile revenue is between iOS and Android.
Here is a technical but compelling analysis of the current market play that is in motion around Apple stock, a lot of money is at stake.
http://seekingalpha.com/article/1002601-buy-apple-on-january-18
Features
Linked by Thom Holwerda on 05/21/13 21:38 UTC
At an event earlier today, Microsoft unveiled the next Xbox - the third model, but confusingly named Xbox One. The big focus was TV, integrated Kinect, and all the other stuff we all expected to be forced down our throats. I think it took them 25 minutes to actually come to what should be the core of the story: gaming. Nothing groundbreaking in the gaming department, except for how Microsoft intends to handle the used games market and borrowing games from friends: pay up, buddy!
Linked by Thom Holwerda on 05/20/13 11:29 UTC
The day has finally come! Jolla has finally announced the launch device for its Sailfish operating system - and by god this is a looker. It's decidedly different from other phones out there, but it has good specifications and carries a relatively reasonably price tag - EUR 399, and it's up for pre-order today, shipping in the fourth quarter of this year.
Linked by Thom Holwerda on 05/18/13 21:33 UTC
Why does Google get so much credit in the technology industry? Why, despite the company's many obvious failings, do many geeks and enthusiasts still hold a somewhat positive view on the all-knowing technology giant? A specific talk at Google I/O this week provides the answer.
Linked by David Adams on 05/16/13 4:23 UTC
OSNews is a sponsor of this year's O'Reilly OSCON in Portland, Oregon, USA. A lucky OSNews reader will win a free three-day pass, including two tutorials days. To win the pass, post a comment on this story saying something about Open Source Software or OSCON. We'll pick a winner at random next week. If you don't have an OSNews account, you may email us your entry. Part of the conference is the 9th annual Open Source Awards, and today the 16th is the deadline for nominations. If you'd like to nominate an outstanding open source contributor, do it here. Read on for more information about OSCON. Update: The 20% discount code for OSNews readers is "OSN."
Linked by Thom Holwerda on 05/11/13 21:41 UTC
"Windows is indeed slower than other operating systems in many scenarios, and the gap is worsening." That's one way to start an insider explanation of why Windows' performance isn't up to snuff. Written by someone who actually contributes code to the Windows NT kernel, the comment on Hacker News, later deleted but reposted with permission on Marc Bevand's blog, paints a very dreary picture of the state of Windows development. The root issue? Think of how Linux is developed, and you'll know the answer.
Linked by Thom Holwerda on 05/08/13 14:22 UTC
This is one of those news items that's fun to write, fun to read, fun to comment on, and where no one will be able to say anything unkind. It's all just one big ball of awesome fluffiness. TuneTracker, the BeOS radio automation software, has just released something very special: TuneTracker System 5, the first version designed entirely and specifically for Haiku. In fact, it actually includes Haiku in the software package. Better yet, TuneTracker also unveiled several system-in-a-box products - which have Haiku and TuneTracker pre-installed.
Linked by Thom Holwerda on 05/02/13 15:28 UTC
Exactly twenty years ago, a document was published that played a huge role in establishing the web as we know it today. Twenty years later, and this simple and straightforward document is proof of an irrefutable fact: while closed technologies can change markets, open technologies can change the world.
Linked by Thom Holwerda on 04/29/13 21:06 UTC
Oh multitasking. That staple of computing that got thrown out the window with many modern smartphones. We got some rudimentary thing in its place - but even as multitasking on phone and tablets improves, its user-visible side remains cumbersome. Windows 8 has a neat implementation, and now it's time Android follows in it footsteps.
Linked by Thom Holwerda on 04/24/13 22:24 UTC
They're here! Whether that excites you or not remains to be seen, but the Galaxy S4, which will most likely become the best selling Android smartphone of the year by a huge margin, has been reviewed by all the major sites, and there's lots of interesting conclusions in there - although I think most of you will get the gist.
Linked by Thom Holwerda on 04/18/13 11:21 UTC
Nokia has posted its quarterly results for the first quarter of 2013, and just like the quarters that came before, there's not a whole lot of good news in there. The rise in Lumia sales still can't even dream of making up for the sales drop in Symbian phones, and when broken down in versions, the sales figures for Windows Phone 8 Lumias in particular are very disappointing. In North America, Nokia is getting slaughtered.More Features »
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You can check this for yourself at Apple.nl, Apple.de, Apple.fr, and Apple.co.uk.
This seems to support the idea that while the US is still iPhone crazy, Europe appears to be shifting its attention elsewhere. This is supported by marketshare figures in at least The Netherlands, where Apple hovers between 10-15%, and Android eats up 75% - even after the introduction of the iPhone 5. Faltering iPhone sales in Europe could easily account for a reduction in parts orders.
EDIT: they're in stock in the US too. Has a new iPhone ever been in stock the world over this soon after launch?
All these rumours and all this speculation are fun (especially if you want to manipulate the stock price) but the consensus amongst serious analysts is for between 45 and 55 million iPhones sold in the holiday quarter which would be another big step up in sales for Apple. It looks like Apple will sell at least 250 million iOS devices in 2013 which will probably exceed Windows licenses sold in the same period. Shame Steve Jobs isn't alive to see that.
Here is some interesting data from Asymco on the ambitious scale of the iPhone 5 rollout.
http://www.asymco.com/2013/01/15/measuring-iphone-5-vs-iphone-4s-av...
Bottom line: The iPhone 5 was 30% more available than the iPhone 4S.
As far as the rumours about cancelled supply orders go here is what Asymco has to say:
First, note that the increase in availability (area between the orange and blue lines) occurred both early and late in the quarter. The early period was mostly due to early launch in the US and the later period was due to earlier launch into China. China buying patterns are different than those in the US due to differing festive seasons so the bulk of Chinese buying may not happen during the fourth quarter.
However, delivery of product to China started earlier and there was a burst of buying (two million units in three days.)
Production should follow the availability schedule so it would be sensible to reduce production once the pipeline is full. Note that supplier cuts rumors surfaced right around the increased availability date of mid-December. Last year the rumors surfaced in November.
Increased availability does not always lead to increased sales but the iPhone 5 was constrained for longer than the iPhone 4S so it’s possible that demand was therefore higher.
Increased distribution does not always mean increased production. However, Apple’s investment in production tooling doubled year/year so there is a possibility that production did increase.
Looking forward to the release of the actual data by Apple next week. I wish other companies such as Amazon, Samsung and Google were as open with the data about their mobile sales as Apple but I don't expect much to change on that front.