Neil Hughes
Though it is only one of four colors available, the new rose gold iPhone 6s is said to be the most popular option for preorders, according to analyst Ming-Chi Kuo of KGI Securities.
According to supply chain sources who spoke with Kuo, the rose gold iPhone 6s series is accounting for between 30 and 40 percent of preorders. The details were revealed in a note to investors issued Thursday, a copy of which was obtained by AppleInsider.
The main beneficiary of the popularity of the rose gold iPhone 6s will be Foxconn Precision, Kuo said. That's because Foxconn is the only casing supplier who is capable of volume production of that version, he said.
As for total sales over the opening weekend, Kuo said Apple could realistically sell anywhere between 10 million and 13 million units. If Apple does reach the 12-to-13-million range, it would be in line with Wall Street's high expectations, he said.
But to Kuo, it's more likely that Apple sells under 12 million units. The analyst said it's difficult to tell right now whether that scenario would be a result of the supply chain still ramping up production, or consumer demand.
Currently, the new Taptic Engine, backlight module, and rose gold casing are all responsible for production bottlenecks, he said.
Apple already announced earlier this month that the iPhone 6s and iPhone 6s Plus are on track to set new records for the company at launch. Last year, the iPhone 6 and iPhone 6 Plus sold a blockbuster 10 million units in their first weekend.
A key difference this year, beyond the popular rose gold color, is the fact that the iPhone 6s series will be available from day one in China, a booming market with a voracious appetite for iPhones. Investors expect that the inclusion of China at launch will help push the iPhone 6s to new records over the first three days.
Apple is likely to announce opening weekend sales next Monday, Sept. 28. The company has taken a similar approach in years past.
Wesley Hilliard
Malcolm Owen
Christine McKee
Andrew O'Hara
William Gallagher
Amber Neely
49 Comments
I am one of the 40%
and due to work, I'm out of town tonight through Sunday for work and won't get my spanking new pink phone until Sunday night;-(. In fact, I'm likely passing my iphone on the road as drives down to the local distribution center this afternoon.
That explains my situation... I pre ordered my boss's iPhone 6s Plus (64 GB, Space Grey) 10 minutes after pre orders started through Apple and he will be receiving his on launch day. My wife's iPhone 6s Plus (64 GB, Rose Gold) was ordered on the 15th from AT&T and continues to show estimated ship date of October 27-November 3. Now my iPhone 6s Plus (64 GB, Space Grey) was also ordered at the same time as my wife's through AT&T and originally showed an estimated ship date of October 20-27 then three days ago it went down to October 13-20 and yesterday I received a tracking number from UPS showing it shipped via UPS Next Day Air Saver and a delivery date on launch day! How Apple (and Carriers) handle these pre orders is just confusing. Sadly my wife still has to wait a long time! Anyone else experience what I am experiencing?
Though it is only one of four colors available, the new rose gold iPhone 6s is said to be the most popular option for preorders, according to analyst Ming-Chi Kuo of KGI Securities.
According to supply chain sources who spoke with Kuo, the rose gold iPhone 6s series is accounting for between 30 and 40 percent of preorders. The details were revealed in a note to investors issued Thursday, a copy of which was obtained by AppleInsider.
How the frigg does this guy know this? Supply chain source data would not indicate how many Rose Gold iPhones have been ordered. The only way I can think of him knowing this info is by knowing the person/people in charge of shipping fulfillment at Foxconn.
Agreed?
I may not know how this stuff works but common sense tells me this. Am I missing something?
I guess we will hear from Apple on Monday or Tuesday. Considering China being included in the launch, the additional week of production and the numerous rumors that Apple has ordered record numbers, I got the feeling that they will blow these numbers away.
I hope Apple will do something about the design of the device's back for the "silver" version next year. Not a fan of gold, but both gold versions look a lot better than the silver with these gray stripes...
[quote name="Dickprinter" url="/t/188465/rose-gold-iphone-6s-models-said-to-represent-as-much-as-40-of-preorders#post_2781864"]How the frigg does this guy know this? Supply chain source data would not indicate how many Rose Gold iPhones have been ordered. The only way I can think of him knowing this info is by knowing the person/people in charge of shipping fulfillment at Foxconn. [/quote] Market research, possibly? He asked 100 friends and 40 said 'pink'? Hey, we could do this stuff, if we wanted to, and get quoted as industry experts by the world's press...