5 ms·

It's really hard to look at quarter to quarter numbers and say that it's good or bad when you have the holiday buying season involved. It's better to look Year

It's really hard to look at quarter to quarter numbers and say that it's good or bad when you have the holiday buying season involved. It's better to look Year on Year (except for the iPad) There's also different bits of the product lifecycle to consider. Ipods were refreshed in September, (probably in anticipation of the holidays), but they're down year on year. Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime. (except for that whole verizon thing). Ipads should be mostly flatish, since world + dog expects a refresh in April. The fact that the ios devices aren't flat is saying that there's a huge demand for these things that hasn't been filled yet.

ergo98 16y ago
It's better to look Year on Year (except for the iPad) Sure, but in this case the input in question is the renewed competition courtesy of Android. The natural question everyone will have is how that impacts the iPhone. For reference, for the same quarter over quarter of 2009, iPhone sales increased 68%. Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime I wouldn't expect this at all. While we might get a sense that everyone is like us, most consumers aren't planning their purchase around Apple's update cycle. They decide they want a smartphone so they go and buy one. We all know that the smartphone market is exploding, and there is a huge untapped reserve of potential customers, so the numbers now are generally big. Regardless, the iPad and iPod more than make it up. While everone was talking about the 300,000 Android devices activated per day, over this quarter the combined iOS devices hit a simple division rate of almost 360,000 per day. That is amazing.
- blinkingled 16y ago
  Not 300000 "Android devices" - 300000 Android "Phones". You are comparing Phones vs. Phones+Media Players+Tablets.
  - ergo98 16y ago
    Sure, but the Android tablet + media player market has been generally a giant bust thus far. A tonne of vapor, but very little action. I think that was a strategic failing on Google's part, as they intentionally kept criteria that crippled those markets while iOS was spreading far and wide (and that's all that really matters to a game developer).
    - blinkingled 16y ago
      Curious - If you add the Million+ Galaxy Tabs sold and every other manufacturer that sells Android like the Archos, B&N Nook Color, Chinese Androids(ZTE, Meizu) (see here for more http://en.wikipedia.org/wiki/Comparison_of_Android_devices http://en.wikipedia.org/wiki/Comparison_of_Android_devices ) then where does the Android vs iOS equation stand? There is no point in playing the Android vs iOS game if you include all iOS devices. The only meaningful/hard numbers available for Android are for SmartPhones - so Android SmartPhones vs. iOS SmartPhone is the only comparison you could validly make.
      - rimantas 16y ago
        > The only meaningful/hard numbers available for Android are > for SmartPhones - so Android SmartPhones vs. iOS SmartPhone > is the only comparison you could validly make. Why so? If I am a developer and my app runs the same on iPhone and iPod touch (and probably on iPad if I took time to make it universal) then I care not only about the iPhones.
        blinkingled 16y ago
        Same applies for Android apps - your app will work on all Phones, Tablets, Media Players and what not with all the same caveats. So you either need to compare Android Phone to iOS Phones OR Android Phones+Media Players+Tablets with iPhones+iPod+iPad - that was the point.
        rimantas 16y ago
        Non iPhone devices account for more than the half of iOS devices sold if you count iPad, and ~40% if you don't. What percentage of non-phone Android devices is compared to phones?
  - Samuel_Michon 16y ago
    In the last quarter, 375,000 iOS devices were sold a day. Are you saying 75,000 Android media players and tablets are sold a day? Otherwise, Android is still not growing as fast as iOS.
    - blinkingled 16y ago
      If you are talking iOS devices then adding all of the Android ones here http://en.wikipedia.org/wiki/Comparison_of_Android_devices http://en.wikipedia.org/wiki/Comparison_of_Android_devices will give you an idea that it is easily possible to come out more than 75000 a day, although hard numbers for many of those devices are not available as Google doesn't activate them or doesn't count them in their "Phone" numbers as they are not phones.
      - Samuel_Michon 16y ago
        // No, I don't think there are 22.5m Android media players and tablets sold a month. Samsung recently announced that Galaxy Tab, the most popular Android tablet, hit the 1 million mark. [1] Sales of Android devices by Archos, Meizu and B&N -- even when combined -- are flat-out negligible compared to Apple's sales volume. I'd be surprised if there are more than 5 million non-phone Android devices sold a month. Also keep in mind that the "300,000 Android phone activations a day" is not at all verified, let alone that it applies to the present. Even if the figure was correct, it may well have pertained to a peak during the holiday season. [1] http://www.computerworld.com/s/article/9199678/Update_Galaxy_Tab_sales_hit_1M_mark http://www.computerworld.com/s/article/9199678/Update_Galaxy... EDIT: My math was off. 30*75k=2.25m, not 22.5m. So yes, I have to agree, there may be non-phone Android sales of over 75k a day.
        blinkingled 16y ago
        22.5M? where 1M=1000000? 5M per month = 150000 per day by my late night calculations :)
        Samuel_Michon 16y ago
tsotha 16y ago
>Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime. I wouldn't expect that, at least not this year in the US. The iPhone goes non-exclusive here in a week or so as it hits Verizon stores. Most people are expecting a big jump in sales from Verizon customers who wanted iPhones but didn't want to switch to AT&T.
- Samuel_Michon 16y ago
  Also: 1) During the conference call, CFO Peter Oppenheimer stated [1] that Apple still can't handle demand for iPhone and they continually have to increase production. 2) Apple keeps adding partnerships with operators in various countries, the US is just a piece of the pie. They currently have agreements with 185 operators in 90 countries, but that's probably not even half of the major operators out there. 3) Sales are growing fastest in the Asia-Pacific region and Japan. IPhone sales doubled year over year in those regions and I doubt that's going to slow down, also because of Apple's marketing efforts there. For instance, Apple plans to open another dozen Apple Stores in China in 2011. It was also stated that the China retail stores are the ones with the highest revenue per store. [1] http://www.macworld.com/article/157196/2011/01/apple_financials.html http://www.macworld.com/article/157196/2011/01/apple_financi...
- wiredfool 16y ago
  You missed the parenthesis. (except for the whole verizon thing) I would expect certain parts of the IOS ecosystem to be flatish based on the product cycles. They're apparently undergoing a runaway chain reaction instead, without a corresponding change to the average sale prices to engage that part of the demand curve. Therefore, there's a hell of a pentup demand, and we ain't seen nothing yet.

ergo98 16y ago

It's better to look Year on Year (except for the iPad) Sure, but in this case the input in question is the renewed competition courtesy of Android. The natural question everyone will have is how that impacts the iPhone. For reference, for the same quarter over quarter of 2009, iPhone sales increased 68%. Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime I wouldn't expect this at all. While we might get a sense that everyone is like us, most consumers aren't planning their purchase around Apple's update cycle. They decide they want a smartphone so they go and buy one. We all know that the smartphone market is exploding, and there is a huge untapped reserve of potential customers, so the numbers now are generally big. Regardless, the iPad and iPod more than make it up. While everone was talking about the 300,000 Android devices activated per day, over this quarter the combined iOS devices hit a simple division rate of almost 360,000 per day. That is amazing.

blinkingled 16y ago
Not 300000 "Android devices" - 300000 Android "Phones". You are comparing Phones vs. Phones+Media Players+Tablets.
- ergo98 16y ago
  Sure, but the Android tablet + media player market has been generally a giant bust thus far. A tonne of vapor, but very little action. I think that was a strategic failing on Google's part, as they intentionally kept criteria that crippled those markets while iOS was spreading far and wide (and that's all that really matters to a game developer).
  - blinkingled 16y ago
    Curious - If you add the Million+ Galaxy Tabs sold and every other manufacturer that sells Android like the Archos, B&N Nook Color, Chinese Androids(ZTE, Meizu) (see here for more http://en.wikipedia.org/wiki/Comparison_of_Android_devices http://en.wikipedia.org/wiki/Comparison_of_Android_devices ) then where does the Android vs iOS equation stand? There is no point in playing the Android vs iOS game if you include all iOS devices. The only meaningful/hard numbers available for Android are for SmartPhones - so Android SmartPhones vs. iOS SmartPhone is the only comparison you could validly make.
    - rimantas 16y ago
      > The only meaningful/hard numbers available for Android are > for SmartPhones - so Android SmartPhones vs. iOS SmartPhone > is the only comparison you could validly make. Why so? If I am a developer and my app runs the same on iPhone and iPod touch (and probably on iPad if I took time to make it universal) then I care not only about the iPhones.
      - blinkingled 16y ago
        Same applies for Android apps - your app will work on all Phones, Tablets, Media Players and what not with all the same caveats. So you either need to compare Android Phone to iOS Phones OR Android Phones+Media Players+Tablets with iPhones+iPod+iPad - that was the point.
        rimantas 16y ago
        Non iPhone devices account for more than the half of iOS devices sold if you count iPad, and ~40% if you don't. What percentage of non-phone Android devices is compared to phones?
- Samuel_Michon 16y ago
  In the last quarter, 375,000 iOS devices were sold a day. Are you saying 75,000 Android media players and tablets are sold a day? Otherwise, Android is still not growing as fast as iOS.
  - blinkingled 16y ago
    If you are talking iOS devices then adding all of the Android ones here http://en.wikipedia.org/wiki/Comparison_of_Android_devices http://en.wikipedia.org/wiki/Comparison_of_Android_devices will give you an idea that it is easily possible to come out more than 75000 a day, although hard numbers for many of those devices are not available as Google doesn't activate them or doesn't count them in their "Phone" numbers as they are not phones.
    - Samuel_Michon 16y ago
      // No, I don't think there are 22.5m Android media players and tablets sold a month. Samsung recently announced that Galaxy Tab, the most popular Android tablet, hit the 1 million mark. [1] Sales of Android devices by Archos, Meizu and B&N -- even when combined -- are flat-out negligible compared to Apple's sales volume. I'd be surprised if there are more than 5 million non-phone Android devices sold a month. Also keep in mind that the "300,000 Android phone activations a day" is not at all verified, let alone that it applies to the present. Even if the figure was correct, it may well have pertained to a peak during the holiday season. [1] http://www.computerworld.com/s/article/9199678/Update_Galaxy_Tab_sales_hit_1M_mark http://www.computerworld.com/s/article/9199678/Update_Galaxy... EDIT: My math was off. 30*75k=2.25m, not 22.5m. So yes, I have to agree, there may be non-phone Android sales of over 75k a day.
      - blinkingled 16y ago
        22.5M? where 1M=1000000? 5M per month = 150000 per day by my late night calculations :)
        Samuel_Michon 16y ago

tsotha 16y ago

>Iphones are nearing the mid point of the yearly cycle, and I'd expect them to be relatively flatish until summertime. I wouldn't expect that, at least not this year in the US. The iPhone goes non-exclusive here in a week or so as it hits Verizon stores. Most people are expecting a big jump in sales from Verizon customers who wanted iPhones but didn't want to switch to AT&T.

Samuel_Michon 16y ago
Also: 1) During the conference call, CFO Peter Oppenheimer stated [1] that Apple still can't handle demand for iPhone and they continually have to increase production. 2) Apple keeps adding partnerships with operators in various countries, the US is just a piece of the pie. They currently have agreements with 185 operators in 90 countries, but that's probably not even half of the major operators out there. 3) Sales are growing fastest in the Asia-Pacific region and Japan. IPhone sales doubled year over year in those regions and I doubt that's going to slow down, also because of Apple's marketing efforts there. For instance, Apple plans to open another dozen Apple Stores in China in 2011. It was also stated that the China retail stores are the ones with the highest revenue per store. [1] http://www.macworld.com/article/157196/2011/01/apple_financials.html http://www.macworld.com/article/157196/2011/01/apple_financi...
wiredfool 16y ago
You missed the parenthesis. (except for the whole verizon thing) I would expect certain parts of the IOS ecosystem to be flatish based on the product cycles. They're apparently undergoing a runaway chain reaction instead, without a corresponding change to the average sale prices to engage that part of the demand curve. Therefore, there's a hell of a pentup demand, and we ain't seen nothing yet.