Neil Hughes
Though Apple doesn't break down sales figures for specific iPhone models, a new study suggests that the blockbuster sales of the iPhone 6 lineup are mostly driven by the 4.7-inch model, though the 5.5-inch iPhone 6 Plus has still captured a considerable size of the market.
The sales breakdown from Consumer Intelligence Research Partners applies to the first 30 days of iPhone 6 and iPhone 6 Plus availability in the U.S. Summarizing the data, analyst Steven Milunovich of UBS noted that the iPhone 6 accounted for 68 percent of all iPhone sales, while the iPhone 6 Plus took between 23 and 24 percent.
Together, the new iPhones represented about 91 percent of total iPhone sales over their first four weeks of availability, with the remaining units represented by the previous-generation iPhone 5s and iPhone 5c.
In comparison, Milunovich revealed that a year ago, the iPhone 5s and iPhone 5c accounted for 84 percent of total iPhone sales after one month. That means that customers this year are more interested in Apple's latest-generation premium models.
Milunovich said that although the iPhone 6 is outselling the iPhone 6 Plus by a 3-to-1 margin, it's hard to tell how strong the demand for the 6 Plus actually is, as Apple continues to face supply shortages for its jumbo-sized iPhone.
CIRP's research also looked at capacity, and found that the average storage capacity for buyers was 48 gigabytes, which is almost double the average storage capacity from a year ago. This year, Apple ditched the 32-gigabyte capacity, and offers the iPhone 6 Plus in sizes of 16, 64, and 128 gigabytes.
Investors largely expect that more customers will upgrade to the costlier 64- and 128-gigabyte capacity models this year, which could help to boost Apple's margins. In addition, the iPhone 6 Plus carries a $100 premium over corresponding iPhone 6 models, which should further help to pad Apple's bottom line.
Given the positive findings from CIRP, UBS remains bullish on Apple, and has maintained its "buy" recommendation for investors. The firm has a 12-month price target of $125 for shares of AAPL.
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201 Comments
I look forward to buying a 3.5"-4.5" iPhone 6s next year.
So, to break this down, 75% of people voting with their hard earned cash, voted that they want a normally sized iPhone, with a screen 1.2 inches larger than the original iPhone of 2007, lighter, thinner and less bulky.
A fella much wiser than myself once claimed people don't want big phones. Was he right or was he right.
[quote name="SHSF" url="/t/183424/iphone-6-outselling-iphone-6-plus-by-3-to-1-margin-in-us-report#post_2639358"]So, to break this down, 75% of people voting with their hard earned cash, voted that they want a normally sized iPhone, with a screen 1.2 inches larger than the original iPhone of 2007, lighter, thinner and less bulky. A fella much wiser than myself once claimed people don't want big phones. Was he right or was he right. [/quote] Apparently not, assuming Apple knows their business, tho at that moment in time he may have had a point. You didn't see them introduce a new iPhone this year with anything smaller than a 4.7" display. Looks like they're reading consumers as wanting something with a with a much larger display, and willing to buy a phone both taller and wider than Apple has ever offered to get it.
So, to break this down, 75% of people voting with their hard earned cash, voted that they want a normally sized iPhone, with a screen 1.2 inches larger than the original iPhone of 2007, lighter, thinner and less bulky.
A fella much wiser than myself once claimed people don't want big phones. Was he right or was he right.
He was right at the time, which is all he would have cared about. No one bought the Dell Streak and other big phones in 2010. :D
I'll wait for the Cannacord top three chart from the big 4 carriers in the US.
... BUT... let's assume the numbers in the above article are correct - 3 to 1.
... AND... let's assume Cannacord's top 3 chart shows the 6 and 6+ in the #1 and #2 spot.
What would that say about whatever phone was in the #3 spot.
Looking forward to seeing that chart.