“Mike Walkley, Canaccord Genuity’s Apple analyst, published a report that shows the iPhone 6 is the leading smartphone at AT&T, Verizon, Sprint and T-Mobile,” Chuck Jones reports for Forbes. “In second and third place at all four carriers are the iPhone 6 Plus and 5s, respectively. Apple’s iPhone 6 and 6 Plus displaced Samsung’s Galaxy S5 which was in second place at all four carriers and LG’s G3 which was in third place at three carriers. Even the iPhone 5s at a $100 subsidized price is seeing strong demand and outselling any competitor’s smartphone.”
“BCN is a website that tracks sales of various consumer devices in Japan on a weekly and monthly basis. I have been following it off and on since December last year when Apple’s 5c and 5s were available and have been tracking the first three full weeks that the iPhone 6 and 6 Plus have been sold in Japan starting on Friday, September 19,” Jones reports. “The iPhone 6 has held 9 of the top 25 positions all three weeks. The iPhone 6 has held at least the top 4 positions all three weeks. The iPhone 6 Plus has seen its number of top 25 positions go from 7 in the first week to 5 in the second and 3 in the third. Part of the reason may be supply constraints.”
U.S. Smartphones:
Source: Mike Walkley, Canaccord Genuity
Much more in the full article here.
[Thanks to MacDailyNews Reader “Lynn Weiler” for the heads up.]
When you give customers what they really want …
And Apple valuation still miserably reflects its dominance and ubiquity.
I’m not sure about that. AAPL is now the most valuable company in the world. From that perspective, I would say, the valuation reflects precisely its dominance.
It is altogether a different story what AAPL share holders would like to happen to AAPL. One thing is reasonably certain: there is no way AAPL price will closely follow the growth in Apple profits the way it did until about 2011. This is simply too much for anyone on Wall Street to accept. So, the P/E will keep dropping, and the stock will keep creeping slowly up, but that’s pretty much it.
wow.
But that only proves, of course, that the iPhone 5c is an utter failure. 😉
“Walkley … believes that with the larger screen sizes Apple could pick up meaningful market share.”
Well thank God for that. It was touch and go, whether Apple could survive with its dwindling market share, against the Android onslaught. We can only hope Apple can cling to the cliff edge a little longer.
LOL hannah. I know you’re being sarcastic, but you expressed what I believe the typical Wall Street analyst/institutional investor actually thinks for real.
Nah, Wall Street investors know exactly what they are doing. “Manipulating” Apple news so they can generate false ups and downs and profit from it.
None of them are in it for the year or multi year investment. They want it and they want it now. Cheats, scumbags and crooks.
The iPhone is dominant here in Japan. I ride the trains and subways every day going to work. For fun, every day I tally the number of iPhones and non-iPhones in view. For the past few years, iPhones account for at least 50% of almost every tally I take, and more often than not outnumber other phones by 50%. And the pace is increasing. I remember when the 3G came out (the first iPhone sold in Japan), it was a few months before I started seeing them in people’s hands on the street. With each new version, that lag dwindled to weeks, then days–and with the iPhone 6, I started seeing multiple new iPhones in people’s hands pretty much immediately.
BBBBut we were told that Japan hates the iPhone…
So that stupid WIRED story from the beginning proven WRONG. Proven again year after year!
This is all well and good, but Apple need to rethink their pricing strategy in the UK and the EU. For some inexplicable reason Apple products are significantly more expensive in these markets and the additional cost cannot be explained by higher taxes. As a consequence Apple’s market share in the EU in particular is way lower than it is in other markets. While Apple products are more expensive in Australia than in the US (iPhone 6 is about US$100 cheaper in the US) the difference is not as great as in the UK and EU.