Print 16 comment(s) - last by aharris02.. on Aug 2 at 10:37 AM

Apple looks to try to reinvigorate sales

Q2 proved a rarity.  Usually it was Apple, Inc. (AAPL) who left analysts moderately bullish forecasts looking like silly bears.  But in Q2 Apple saw the analysts scoring a win, as its sales fell short of expectations.

It hopes to right the ship with the iPhone 5, which according to numerous sources is rumored to be announced on Sept. 12.  An October or late September launch will likely follow.

Much is already known about the iPhone 5, Apple's sixth generation smartphone.  It will pack a bigger screen, an LTE modem, more DRAM, and a slightly faster processor.  But it offers much less improvements in the user interface department managing only baby steps with iOS 6.

As Google Inc. (GOOG) begins to roll out devices with the super-slick Android 4.1 "Jelly Bean" on board, it remains to be seen whether Apple's modest hardware upgrades and bare-bones software updates are enough to keep up. 

Sources: All Things D, iMore

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RE: Keep up with Android? What a joke.
By Tony Swash on 7/31/2012 7:25:35 PM , Rating: -1
Jason, along with some others will try to talk Apple, iOS and the iDevices down, a bit desperately in my opinion. We will see.

Meanwhile if you want a more sophisticated and cooler headed analysis you should head over to Asymco where the widely respected analyst Horace Dediu consistently offers a well reasoned, perceptive and informed commentary on the mobile revolution and it's fall out. Horace loves to crunch data and one data item he follows is the evidence about the size of Apple's investment in it's supply chain, he thinks it is a very good proxy for projecting likely Apple sales in coming quarters.

He has just posted his latest assessment which notes a record and striking rise in Apple's investment in it's supply chain indicating that they are planning for a surge in demand and units shipped following the fall refresh of their product line. The article is here:

Bottom line conclusion from Horace

My current forecast is 53 million units in CQ3 and 110 million units in CQ4 which, together, add up 163 million.

100 million plus iOS devices in a single quarter. That would be something to see.

I also note that Apple share price has completely recovered and is still rising following it's dip after the recently announced quarterly results which showed that Apple seemed to have slowed to a growth rate only a few percentage points better than Google's.

RE: Keep up with Android? What a joke.
By Pirks on 7/31/2012 8:01:41 PM , Rating: 2
Well, asymco has failed miserably with his iPhone sales forecast last quarter, so I don't expect his analysis to be that much precise for next quarter too, to be honest with you.

RE: Keep up with Android? What a joke.
By name99 on 8/1/2012 12:37:30 AM , Rating: 2
Well, asymco has failed miserably with his iPhone sales forecast last quarter, so I don't expect his analysis to be that much precise for next quarter too, to be honest with you.

Where by failed miserably you mean he predicted sales of 28.5 million and the actual sales were 26 million?
You might consider that a miserable failure but I consider that pretty damn good.

Let's take that level of inaccuracy --- call it 10% --- and apply it to his Q3 and Q4 predictions. So maybe we're talking sales of "only" 45 million in Q3 and "only" 100 million in Q4. ie double all of Apple's iPhone sales for 2011, and with 2012 total sales as triple those of 2011. (iPhone Q1 and Q2 sales so far are 68 million).
Yeah, I think Apple can live with "only" those sales.

RE: Keep up with Android? What a joke.
By othercents on 8/1/2012 8:46:38 AM , Rating: 2
Is apple really going to have those type of sales for a minor upgrade from iPhone4/4s? Are there a ton of people still trying to move away from Android to produce that many sales? Are people now looking at Android devices and saying how slick they look compared to Apple? Is the new device interface going to keep people from buying the iPhone5?

I like the new Galaxy S III. It is a very nice looking device and seams much slicker than the iPhone4/4s/5 design, however you have your Apple diehards and people who are looped into Apple since all their apps/music/videos are there. I think the iPhones perform well, however I don't see anything that would entice someone to move from a 4/4s to a 5.

By JackBurton on 8/1/2012 9:50:50 AM , Rating: 2
"Is apple really going to have those type of sales for a minor upgrade from iPhone4/4s?"

I wouldn't classify 4G/LTE as a "minor" upgrade. IMO, that just perfects the iPhone, and is really all I was looking for Apple to include. A faster processor, SLIGHTLY larger display, improved camera and iOS6 are really just icing on the cake for me. And I will be buying 2 iPhone "5's" when Apple announces them. :)

By name99 on 8/1/2012 3:39:51 PM , Rating: 2
People said the same thing when the 4S came out. Plenty of sneers that it looked the same, that the only difference Siri which "didn't work", and a bunch of technical features (dual core, HSPA+, BT4, CDMA) which "normal people" did not care about.
But, as we have seen, the 4S sold in twice the volume of the 4.

I assume at least part of the reason Apple thinks the iPhone new will sell well is that they seem to have lined up their partners in China now, with both the underlying technology and the distribution deals in place.
An alternative possibility (which does not change the big picture for Apple) is that the iPhone new sales will be basically the same as the iPhone 4S sales, but there's a price drop ahead for the iPhone 4S as the cheap Apple "world phone", and a big push to sell this to the middle class in places like Indonesia, South Africa, and most of South America.

Either way Asymco is not simply guessing these numbers. They are based on such public information as is available, for example money that Apple has spent on capital improvements (which mostly means money spent to help Foxconn and Pegasus expand their production facilities).

By aharris02 on 8/2/2012 10:37:25 AM , Rating: 2
Is apple really going to have those type of sales for a minor upgrade from iPhone4/4s?


People always have an opinion about sales, but regardless of what the experts, Apple haters, or Apple fanboys say, Apple always sells boat-loads of their phones.

And as an iPhone 4 user, I'm ready for a speed & screen boost to my device. New games on iOS are using graphics that tax my CPU enough to justify the upgrade. Also ready to switch from AT&T to Sprint.

“So far we have not seen a single Android device that does not infringe on our patents." -- Microsoft General Counsel Brad Smith

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