News tagged ‘sales’

Digitimes reports that Apple has reduced its fourth-quarter orders for iPad 2 display panels. That might mean that Apple has already started preparing for the launch of the iPad 3 early next year. The second reason might be the reduction of customers’ interest in the device.  Moreover, Apple stockpiled components for an extra 4-5 million iPad 2 units, so that allows it to reduce its orders for the fourth quarter.

Sales of iPads at the end market totaled 11.12 million units in the third quarter of 2011, according to data released by Apple. However, inventories of parts and components prepared by the makers in the supply chain for the production of iPad 2 in the quarter are sufficient for the production of 15-16 million iPads, leaving a stockpile of 4-5 million units of iPad 2 in the supply chain, the sources noted.

Digitimes also notes that the reason for stockpiling of iPad 2 components may be preparation for the iPad 3 launch set for the beginning of 2012, suggesting that  suppliers of both display and touch panels for the iPad 3 have either already begun or will soon begin shipments to Apple.

While Apple is adjusting panel inventory for iPad 2, Samsung and Sharp already began shipping panels for the next-generation iPads to Apple in October, and Taiwan-based touch panel makers TPK Holding and Wintek will begin to ship touch panels for the new iPads to the supply chain in November-December, the sources noted.

According to a new analysis, first time for 15 years Apple’s worldwide share of PC market passed 5 percent up from 4.7 percent in June and 4.4 percent a year ago. Analyst Charlie Wolf of Needham & Co. reported that in the third calendar quarter of 2011 Mac shipments outpaced the PC market for the 22nd straight quarter. Apple’s growth was 24.6 percent, while growth in total PC shipments was 5.3 percent. During this quarter Apple sold 4.89 million Macs, there are the record numbers of Mac sales.

"More impressively, the growth in Mac shipments in the past year represented 20% of the growth in worldwide PC shipments," he said. To further put things into perspective, Wolf noted that Apple's September quarter Mac shipments exceeded annual Mac shipments for all years prior to 2006.

Mac shipments significantly increased in both the home and business markets. In home market Mac shipments showed 25.6 percent growth, while the overall increase was only 4 percent. Shipments to the business market were an impressive nine times the market pace: 43.8 percent versus 4.8 percent. Wolf suggested that Mac success could be attributed to halo effect from the iPad and iPhone.

However, Apple didn’t show great performance in the education and government markets. In the third calendar quarter of 2011 Mac shipments to education customers for the quarter grew on 2.9 percent, compared to 16.9 percent for the PC market. Such situation might be caused by the iPad cannibalization of the education market.

According to the results of worldwide mobile phone sales for the third quarter of 2011, released yesterday by the research firm Gartner, Apple's share of the total mobile phone market came in at 3.9% for the quarter, down from 4.6% in the previous quarter. However, Apple still takes fourth place behind Nokia, Samsung, and LG.

Apple shipped 17 million iPhones, an annual increase of 21 percent, but down nearly 3 million units from the second quarter of 2011 because of Apple's new device announcement in October. Gartner believes Apple will bounce back in the fourth quarter because of its strongest ever preorders for the iPhone 4S in the first weekend after its announcement. Markets such as Brazil, Mexico, Russia and China are becoming more important to Apple, representing 16 percent of overall sales and showing that the iPhone has a place in emerging markets, especially now that the 3GS and 4 have received price cuts.

iOS share slipped from an 18.2% in the second quarter to 15.0% in the third quarter. Android and Nokia with its soon-to-be-defunct Symbian platform are now leaders of the market. During the quarter, Android’s share increased by 52.5%, more than doubling year-over-year.

But Android dominates the worldwide smartphone market by units while Apple by profit. Some researches show that Apple now takes more than a half of the industry's profits.

Research firm Gartner recently released its estimates of PC sales in Western Europe for the third quarter of 2011. Despite the overall decline of 11.4% for the market, Apple’s sales in Western Europe were up 19.6% year-over-year. In mobile PC market Apple showed the most significant performance of 28%, comparing to the last year performance.

Gartner especially paid attention to the United Kingdom, France, and Germany, noting that in the UK Apple became one of five top vendors. Apple’s sales here increased up to 21.8% year-over-year. So now the company takes the fourth place in the United Kingdom with 7.8% of the market. Apple’s rival Samsung goes slightly behind with 7.3% of the market, despite the fact that Samsung’s growth there was 39%.

As for the U.S. PC market, Apple took 12.9% for the third quarter, demonstration significant increase in sales both quarter-over-quarter and year-over-year.

According to a new research carried out by Piper Jaffray analyst Gene Munster, Apple’s October Mac sales in the United States were up 19% year-over-year. That means that the company could reach analysts’ expectations and sell 5.1-5.3 million units for the full quarter.

Analyst Gene Munster with Piper Jaffray shared the latest domestic sales data from the NPD Group on Monday, which showed Mac sales up 19 percent year over year in the month of October. As sales continue to pick up leading up to Christmas, he sees Apple selling between 5.1 million and 5.3 million Macs during the December quarter.

Those numbers would represent year over year growth of between 23 percent and 28 percent. Consensus on Wall Street has called for Apple to report sales of about 5.2 million Macs during the quarter.

Last quarter Apple managed to sell 4.89 million Macs. These very numbers spurred analysts to push their Mac estimates to over 5 million.

Unfortunately, the iPod shipments in the United States are continuing to decrease. In October the iPod sales were down about 18% year-over-year. That might be connected with the fact that more and more consumers prefer to use smartphones for portable music needs rather than music players. Nevertheless such decline is smaller when it was expected. Analysts predicted a 20% drop for this quarter. That is why Munster suggests that Apple may sell approximately 16 million music players in for the full quarter.

According to The Chosunilbo report (via The Next Web), Samsung has at the last minute decided not to seek an injunction against iPhone 4S sales in South Korea, its home country. It appears that Samsung’s decision was driven by public relations considerations and the company preferred not to irk customers in South Korea by attempting to ban iPhone sales there. The company debated until the last minute whether to file the action similar to applications in Italy, Australia, France and Japan. A senior Samsung executive said:

“We concluded that we should engage in legal battles with Apple only in the global market, but not in order to gain more market share in Korea”.

Samsung has made a next step in its legal battle with Apple, having initiated new efforts to ban Apple’s 3G products in Germany. Now Samsung and Apple are arguing over what devices might be covered under the injunction Samsung seeks, which would include a prohibition of sales of iPhones and iPads with 3G features. Apple is now doing its best to protect the iPhone 4S from consequences of the injunction that might be granted. This time Samsung plans to use the same methods and patents that Motorola used recently. The German court granted Motorola Mobility an injunction against Apple covering its German sales.

Now Samsung raises questions that include whether Apple is infringing patents that were licensed by the component manufacturers.

At question is "patent exhaustion," whether Samsung can sue Apple for infringement in using Intel's version of the Infineon chips sold since January 2011, or whether Samsung's rights to sue over patents are "exhausted" after being licensed to a third party building the components.

The second issue in the case is standard-essential patents that Samsung uses. As far as we know, Samsung sued before trying to reach a licensing agreement with Apple. Apple noted that Samsung has never claimed infringement over any of its standards-essential patents "until it decided to retaliate for Apple's assertions of non-standards-related patents."

According to The Next Web, Apple has quietly changed the title of Phil Schiller. Apple dropped the word “Product” from his previous title of Senior Vice President of Worldwide Product Marketing. It is unknown why the company changed the title. May be it reflects changes in responsibilities or just describes more accurately his duties.

The Next Web suggests that Philip Shiller could take on some new responsibilities related previously to retail store marketing that executed by Ron Johnson, who had left Apple on November 1st. the other position believes that new responsibilities relate to Apple's education division, which Tim Cook has reportedly integrated into the company's broader marketing and sales divisions.

MacBook Air ships with either a moderately fast SSD from Toshiba or a significantly faster drive with an updated controller from Samsung. But some people want to have even faster drives. And SSD from OWC called Mercury Aura Pro Express 6G can provide them with faster speeds.

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Flurry, mobile analytics firm, reports that portable gaming has seen a continuous shift from dedicated gaming devices to smartphones and other multifunctional devices.

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Appleinsider obtained an email that was reportedly a bug report where the company confirmed that it currently has "no plans" to support its Siri personal assistant feature on older devices and would keep Siri as the iPhone 4S exclusive feature. Some analysts view Siri as the main selling point of the newest iPhone, so it would be quite irrational to provide support for Siri on older devices in first months of iPhone 4S sales.

"Engineering has provided the following feedback regarding this issue: Siri only works with iPhone 4S and we currently have no plans to support older devices," the email read.

But it is not surprisingly, when Apple introduced Siri last month, the company made it clear that the feature was exclusive to the iPhone 4S alone. There were some speculations that Siri might require faster processor implemented in the iPhone 4S, but a hack we reported about denied that fact and show that Siri works on the iPhone 4 also quite well.

Despite the fact that iPhone 4 was launched last month, it seems that consumer Interest in the newest Apple’s smartphone is still increasing. Chris Whitmore with Deutsche Bank polled about 30 Apple retail stores and found out that between 85 percent and 90 percent of stores polled are experiencing stock-outs of the iPhone 4S.

"Apple employees are directing customers to make an online appointment (first come first serve) for next day pickup at nearby Apple retail stores as stocks appear to be refreshed daily at most locations," Whitmore said.

In-store Apple representatives advice customers to order the iPhone 4S on Apple's website between 9 p.m. and 12 p.m. Now most number of iPhone 4S units is sold via reservation, leaving a very little stock for customers who want to buy the device at a store.

Whitmore believes strong demand for the iPhone 4S both in America and abroad shows that supply remains the only factor in determining how many handsets Apple will sell this quarter. He has forecast sales of 28 million iPhones during the holidays, but admitted that number appears "increasingly conservative."

Today comScore published the results of its latest research of mobile phone usage in the U.S., noting that Apple has surpassed 10% share of mobile phone market in U.S. As before, Apple again outstripped all of the largest phone manufacturers in growth over the third quarter, increasing its share by 1.3% to reach 10.2% of the mobile phone market in U.S.

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Despite Apple has seen sequential decrease in iPhone sales in the third quarter of 2011 as customers waited for the iPhone 4S launch, the company again raked in more than half of the profits produced by the largest mobile phone manufacturers over the quarter, according to a research report (via Forbes) by analyst T. Michael Walkley.

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Yesterday we reported that Apple senior vice president for retail Ron Johnson left Apple and took CEO position at J.C. Penney. And Apple has been still looking for his successor. Cult of Mac now claims that Steve Cano has been promoted to the position of senior vice president for retail.

Apple’s new retail boss boss isn’t just some suit, though. He’s one of the first retail employees Apple ever hired, a California surfer dude who has climbed from the sales floor to the very top rung of Apple management.

According to our source, Apple is replacing Johnson with his long-time lieutenant, Steve Cano.

Cano began his career at Apple ten years ago as manager of the Palo Alto retail store, then he open the SoHo store in New York City, last seven years he worked on Apple's international retail efforts.

But Apple denies appointment of Cano. The company has said that the search for a replacement for Ron Johnson continues.