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From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 mil

by yoda_sl 14y ago

From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the year-ago quarter

jusben1369 14y ago
This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't flame me as hater or fan boy and just help me with the question of whether this is meaningful or flawed.
- falling 14y ago
  This might be meaningful, but there are other factors to consider: - you are assuming the Galaxy sales will keep going at the same rate for 6 more weeks. certainly possible, but let’s wait two more months. - most companies talk about shipments to retailers, not sales. Apple is talking about real sales to customers. - summer iPhone sales slow down because a lot of people are expecting a new model in the fall.
- spearo77 14y ago
  Is the Galaxy S III number "sold", or "shipped"?
- bryne 14y ago
  A better comparison would be to a quarter introducing a new phone model - Apple sold 37.04 million iPhones in Q1 2012, the fiscal quarter during which the iPhone 4S launched.
  - jusben1369 14y ago
    I think that's a good comparison. Maybe not to the iPhone 4S though as by then the franchise was established as where the S III is, up till now, a less established brand. But you're right that we should compare some sort of launch to launch data.
- taligent 14y ago
  Are you seriously comparing the sales for a device just launched (Galaxy S3) with one about to be replaced (iPhone 4S). Because that would be dumb.
  - jusben1369 14y ago
    Don't make these pages even longer to scroll by adding comments with no intellectual value.
- greedo 14y ago
  Apple reports sales to consumers; Samsung reports sales to vendors.
  - Danieru 14y ago
    Which might hide a week or two of supply line latency. The difference only becomes very important when the product is dead in the water. Like the Playbook & Windows Phone 7.
    - greedo 14y ago
      If the difference was only a week or two of channel fill, then these vendors would be reporting actual sales instead of dancing around, trying to avoid the topic at all.
- joezydeco 14y ago
  I guess the question is: how many iPhone users are locked in contracts and can't move to another phone at the moment, and would they move to the Galaxy S III if they could?
- fallous 14y ago
  And how much money did the Galaxy S III earn on those 10 million sales vs iPhone? I'm no Apple fanboy, but it always amuses me that the Android boosters talk unit numbers while Apple continues their "BMW" revenues on product. Congrats, you sold 100 Beetles... our sales of 1 BMW generated more profit.
  - jarek 14y ago
    Do you reckon the GS III is a low-margin product?
    - fallous 14y ago
      No, but I doubt it has the margins of Apple hardware and it lacks the additional profit centers of the iPhone.
  - usaar333 14y ago
    Unit talk numbers are very relevant, as it foretells how many people will be on each platform going forward. As a user or dev, I hardly care about Apple's profit per phone; I care about how large of an ecosystem I'm in.
  - nl 14y ago
    And how much money did the Galaxy S III earn on those 10 million sales vs iPhone? I'm not sure if you are actually asking for an answer here - it seems you think you already know the answer. Samsung just had record profit last quarter, prior to the Galaxy 3 launch. They don't break down per phone profit & margin, but: Samsung's quarterly handset division profits nearly tripled to 4.27 trillion won ($3.8 billion), accounting for 73 percent of total profit, and operating margins jumped to 18.4 percent from 12 percent in the preceding quarter on strong sales of the Galaxy S and the Note phone/tablet, the surprise consumer hit of recent months.[1] Now 18.4% profit margin isn't as high as Apple's, but OTOH it includes a lot of low end (and less profitable) phones too. TL;DR? That thing about Apple making most of the profit in the mobile phone market is no longer true. [1] http://www.reuters.com/article/2012/04/27/samsung-idUSL3E8FQABV20120427 http://www.reuters.com/article/2012/04/27/samsung-idUSL3E8FQ...
  - 14y ago

by yoda_sl 14y ago

jusben1369 14y ago

This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't flame me as hater or fan boy and just help me with the question of whether this is meaningful or flawed.

falling 14y ago
This might be meaningful, but there are other factors to consider: - you are assuming the Galaxy sales will keep going at the same rate for 6 more weeks. certainly possible, but let’s wait two more months. - most companies talk about shipments to retailers, not sales. Apple is talking about real sales to customers. - summer iPhone sales slow down because a lot of people are expecting a new model in the fall.
spearo77 14y ago
Is the Galaxy S III number "sold", or "shipped"?
bryne 14y ago
A better comparison would be to a quarter introducing a new phone model - Apple sold 37.04 million iPhones in Q1 2012, the fiscal quarter during which the iPhone 4S launched.
- jusben1369 14y ago
  I think that's a good comparison. Maybe not to the iPhone 4S though as by then the franchise was established as where the S III is, up till now, a less established brand. But you're right that we should compare some sort of launch to launch data.
taligent 14y ago
Are you seriously comparing the sales for a device just launched (Galaxy S3) with one about to be replaced (iPhone 4S). Because that would be dumb.
- jusben1369 14y ago
  Don't make these pages even longer to scroll by adding comments with no intellectual value.
greedo 14y ago
Apple reports sales to consumers; Samsung reports sales to vendors.
- Danieru 14y ago
  Which might hide a week or two of supply line latency. The difference only becomes very important when the product is dead in the water. Like the Playbook & Windows Phone 7.
  - greedo 14y ago
    If the difference was only a week or two of channel fill, then these vendors would be reporting actual sales instead of dancing around, trying to avoid the topic at all.
joezydeco 14y ago
I guess the question is: how many iPhone users are locked in contracts and can't move to another phone at the moment, and would they move to the Galaxy S III if they could?
fallous 14y ago
And how much money did the Galaxy S III earn on those 10 million sales vs iPhone? I'm no Apple fanboy, but it always amuses me that the Android boosters talk unit numbers while Apple continues their "BMW" revenues on product. Congrats, you sold 100 Beetles... our sales of 1 BMW generated more profit.
- jarek 14y ago
  Do you reckon the GS III is a low-margin product?
  - fallous 14y ago
    No, but I doubt it has the margins of Apple hardware and it lacks the additional profit centers of the iPhone.
- usaar333 14y ago
  Unit talk numbers are very relevant, as it foretells how many people will be on each platform going forward. As a user or dev, I hardly care about Apple's profit per phone; I care about how large of an ecosystem I'm in.
- nl 14y ago
  And how much money did the Galaxy S III earn on those 10 million sales vs iPhone? I'm not sure if you are actually asking for an answer here - it seems you think you already know the answer. Samsung just had record profit last quarter, prior to the Galaxy 3 launch. They don't break down per phone profit & margin, but: Samsung's quarterly handset division profits nearly tripled to 4.27 trillion won ($3.8 billion), accounting for 73 percent of total profit, and operating margins jumped to 18.4 percent from 12 percent in the preceding quarter on strong sales of the Galaxy S and the Note phone/tablet, the surprise consumer hit of recent months.[1] Now 18.4% profit margin isn't as high as Apple's, but OTOH it includes a lot of low end (and less profitable) phones too. TL;DR? That thing about Apple making most of the profit in the mobile phone market is no longer true. [1] http://www.reuters.com/article/2012/04/27/samsung-idUSL3E8FQABV20120427 http://www.reuters.com/article/2012/04/27/samsung-idUSL3E8FQ...
- 14y ago