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 galvanash on Tue 15th Jan 2013 21:39 UTC in reply to "RE: Who knows"
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Purely anecdotal, but my wife had a 4S and upgraded to a 5...

Yeah, its faster, but it was already pretty fast. Yeah, the screen is taller, but she doesn't really care. Its thinner, but it was already pretty thin. She actually liked the old design better from a purely cosmetic point of view, and switching to lightning means all her accessories are now a pita.

All in all, she tells her friends not to bother. She is probably just above your average phone user - she doesn't give a shit about buzz or technology or having the latest gadget, but she does use the features of the phone heavily and has always appreciated the updates in past models.

I think that is probably the prevailing attitude toward the 5 once you get out of the technocrati circles. Its really the first iPhone model without a killer reason to upgrade. Its not that it is bad or anything, but it isn't "omg I have to have that" either.

In short I think word of mouth dampened the initial demand curve a bit.

ps. I forgot about LTE. In the US at least, if you are an AT&T customer it only matters if you actually have LTE in your area. The VAST majority of users don't, so it is of no value to them.

Edited 2013-01-15 21:45 UTC

Reply Parent Score: 4

RE[3]: Who knows
by zima on Tue 22nd Jan 2013 13:16 in reply to "RE[2]: Who knows"
zima Member since:

It seems there usually are such "good enough" points with the progress of technology ...and what happened with Macs and PCs.

Reply Parent Score: 2