“The product mix of iPhone models in Apple’s real world installed base of users shows smooth adoption of iPhone 6s models and no evidence of a decline in demand that would require unexpected production cuts,” Daniel Eran Dilger reports for AppleInsider. “This publicly available data severely undercuts the supply chain rumors supporting a narrative of “Peak iPhone” and reactionary order slashing.”
“There is zero indication that iPhone 6s models have tapered off or suddenly plunged, “Dilger reports, “the data shows a smooth increase in sales since its launch.”
In stark contrast to the smooth annual upgrades among iPhone users, Fiksu’s data on the Android installed base shows a much more chaotic and contentious rollout of flagship models, despite being dominated by one company. It also highlights the shrinking ratio of relevance of Samsung’s primary premium flagship model among users,” Dilger reports. “Samsung’s sales are much less cyclical than iPhones. Android users also appear be sticking with older models for much longer (or are more likely to buy older models), as usage data shows the adoption rate of the now three and a half year old Galaxy S3 remains currently tied with the S4 and S5. Apple’s ability to entice users to upgrade—and to choose its newest, most expensive models they do—is a primary reason why it now accounts for 94 percent of mobile industry profits.”
Much more in the full article – highly recommended – here.
MacDailyNews Take: Shh, with the facts and logic! Cripes, we were hoping for $95, at least!
Top-rated analyst: Apple’s iPhone business is healthy – January 7, 2016
Apple falls for third day as so-called ‘iPhone woes’ trim $40 billion in value – January 7, 2016
Apple stock price tumbles 3% in premarket, now trades well below $100 – January 7, 2016
Apple stock slumps near $100 amid ‘iPhone sales worries’ – January 6, 2016
Wall Street’s freak out over declining iPhone sales is overblown – January 6, 2016
Piper Jaffray: Apple’s iPhone production cut do not necessarily presage sales decline – January 6, 2016
Foxconn plans ‘rare’ holiday as iPhone output fears rattle investors – January 6, 2016
Apple to release Q116 earnings, webcast live conference call on January 26th – January 5, 2016
[Thanks to MacDailyNews Readers “Fred Mertz” and “Bill” for the heads up.]