“Pacific Crest semiconductor analyst John Vinh… surveyed North American and Western European phone companies and found that promotions on Apple’s device have improved inventory levels for the latest model, the 6s, lessening the prospect of correction in inventory in the coming months,” Tiernan Ray reports for Barron’s.
In May, all four major U.S. carriers returned with buy-one-get-one promotions, which brought down store inventories to the lower end of the targeted range of six-10 days. As a result, we see significantly less of risk of an inventory correction ahead of the iPhone 7 refresh. On lower volumes, sell-through of the iPhone SE has been healthy, while inventories have remained lean. — Pacific Crest analyst John Vinh
Ray reports, “Here’s how Vinh charts the inventory situation for iPhone…”
See the chart in the full article here.
MacDailyNews Take: Good news for iPhone sales and the iOS ecosystem and especially great news for smartphone buyers!
This can’t be true will say the Naysayers, BOGO is trademarked by Samsung!!
Go Apple!! The carriers at last realise there is only one deal, the real deal, an iPhone!!
This just proves that without 2 year subsidy contracts the carriers are really having to fight for your business to lock you in.
A subsidy by any other name would smell as sweet.
MDN: from sneering at BOGO sales to cheering them.
How the mighty Apple has fallen.
Not Apple, just MDN. You would surely have realized that if trolls had brains, but alas …
Agreed. Anyone else’s BOGO is a sign that they can’t sell the things without reducing their cost/value. But for Apple it’s a brilliant inventory-management move?
These aren’t Apple BOGOs. They’re cell carrier BOGOS. But YES! Months back it was considered a grave embarrassment for Samsung wannabe iPhones to be part of BOGO promotions. Now that Apple real iPhones are in BOGOs, that’s a good thing. Of course that’s silly hypocrisy. But again, this is all at the cell carrier level, not Apple OR Samsung. (Except what if the phone makers contributed an incentive to the carriers in order to help sponsor the BOGOs?) 😉
Wow, MDN is really slipping.
How many times did we read here that any phone manufacturer who needed carriers to start BOGO deals, or any deep discounts, was a manufacturer in deep trouble?