sales

Brother vs. brother: iPhone 6 winning, but only because of supply

I first prognosticated that the iPhone 6 Plus would outsell the iPhone 6. A week later, I wrote that the forecast was likely going to be wrong.

A report from Consumer Intelligence Partners suggests that for every one iPhone 6 Plus, Apple is selling three times the number of iPhone 6s. It’s unclear whether that’s due to demand, but it’s at least due to supply.

As I wrote before:

The Wall Street Journal reported an unnamed source as saying:

We have been churning out 140,000 iPhone 6 Plus and 400,000 iPhone 6 every day, the highest daily output ever, but the volume is still not enough to meet the preorders.

Foxconn is making nearly 3x many more iPhone 6s than iPhone 6 Pluses, everyday. Given that, it’ll be awfully hard for the iPhone 6 Plus to outsell the iPhone 6.

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Our $2 billion estimate for the SP3 matches Microsoft’s $908 million number

Microsoft released strong quarterly results, which showed good growth in cloud, server and devices.

Last month, we predicted that Microsoft sold about $2 billion worth of Surface Pro 3s at retail over the past three, three-and-a-half months. So the interesting number in the quarterly report is the Surface recording $908 million in revenue for Microsoft.

That may look like we’re way off, but it actually might be pretty close.

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So I was wrong – the iPhone 6 will likely outsell the 6 Plus

I predicted the iPhone 6 Plus would outsell the iPhone 6, and I’m man enough to admit probable error. Three reasons for it: Apple lifers need time to adjust to a bigger screen, which I overlooked; major manufacturing issues with the iPhone 6 Plus, which led to people just buying the iPhone 6 instead; and surprisingly, Apple fans not really caring that much about specs.

I expect demand (not sales) for the iPhone 6 Plus to dwarf the iPhone 6 for Asians and Android switchers — two segments used to larger phones. For them, a 5.5-inch screen is no big deal. But for someone who’ve spent their entire smartphone lives with 3.5-inch and 4-inch screens, a 5.5-inch screen will appear ENORMOUS. Many struggle even with a 4.7-inch screen.

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