If I see anything more specific in my typical perusing of tech sites I'll post it, but here's the first bit I've seen:
Apple sells 9 million new iphones
You need to take it with a grain of salt and step back and see how Apple does its business. In the US a lot of the traffic goes through Apple stores and carrier Apple stores and a huge portion are heavily subsidised. Now outside the US, most of the sales are through carriers only who are the ones footing the bill on marketing and so on, and here the issue comes up.
Apple has deals with these carriers, no surprise there, but what is being investigated by anti-trust investigators in Europe is what those deals are like. From what has come out, Apple demands a must buy number that is very high (and at full price) to even be allowed to sell an Apple product. On top of that they require full subsidy, dictate prices and no discounting and other issues. That means that sales in Europe and most likely across the planet outside the US, are shipped not sold and that changes the game totally.
Apple claims sold, but that is a lie if the above is even remotely true. And with the falling marketshares pretty much everywhere but the US, then one has to ask... how can you loose marketshare if you are selling record numbers of phones? Oh yea, if they are shipped and not sold, and that explains why in the 2nd and 3rd quarters every year the sales have fallen rather much.. because carriers are forced to stockpile iPhones and have a huge amount sitting around not selling. Or the other phone makers are simply selling more... which they are, but not in the numbers that could effect such dramatic changes in marketshare we have seen in some countries.
What would be more interesting would be unique activations on an iPhone 5s or c... not that Apple will ever tell us those numbers...
Couple of questions still linger from that. How many are 5s and how many are 5c in terms of the total sold. Comparing two "new" phones to one "new" phone last year in terms of sales isn't necessarily a good measurement. That said, I'd expect the sales of the 5s over 5 to not be the same proportion of the sales of the 4s over the 4 because of the fact they did release a "new" phone along side of it. So that whole thing does murky the issue a bit. Still, that as an early number is hardly a BAD thing it's just not exactly too clear atm.
Well it is more than that. The iPhone users are very loyal, hence they replace their iPhone with a newer version. Now if we look at the average contract, then that runs 2 years.. which means all the 4S buyers are now up for renewal and can buy a new phone. So the real question is how many of those iPhones 5S's are just iPhone 4 and 4S customers upgrading and now many are new users. That is the real important number.
Oh and from 3rd party activation monitoring, the iPhone 5s out activated the 5c on average 3-1 and in some countries 10-1 or more.
In terms of the 200 million running iOS 7, we'd need to know the total number of iOS devices to get a grasp for what that adoption rate is. Though the day one adoption rate was apparently
35% which isn't bad.
Yea well ... that number is a bit suspect as well considering the size of the download, the problems involved with downloading and so on.
And for the record, Googles numbers are just as strange and suspect, so it is not an "I hate Apple" thing, but more a "tell me the freaking truth you morons" thing. Tired of being played by big companies and their stupid propaganda..