Posts tagged with "apple"

Measuring iPhone 5 vs. iPhone 4S availability→

Measuring iPhone 5 vs. iPhone 4S availability

Horace Dediu of Asymco today wrote and shared data on the availability of the iPhone 5 and iPhone 4S by potential buyers - measured by the subscriber counts of the carriers that sell the iPhone. It’s an important and valuable extension of an article I wrote last week, discussing the international rollout of each generation of iPhone and iPad. That analysis had a weakness in that I treated all countries as equal which isn’t necessarily true (depending on why you’re looking at the data).

Announcing availability in Mauritius is not nearly as important as announcing Madagascar. A better measure would be to track the countries’ populations being added, or, better still, the populations which subscribe to operators who have a distribution contract with Apple.

So instead, Dediu looked at which carriers held the iPhone in each country and what their approximate subscriber count was. By calculating the availability this way, you can now see the potential number of iPhone buyers, as seen in Horace’s graph here.

That’s a handy measure: the iPhone 5 was 30% more available than the iPhone 4S. The big contribution was having China and Indonesia available during the fourth quarter rather than in January 2011.

Make sure to head over to Asymco to read the full article and all of Horace’s observations, it’s an interesting read. If you didn’t catch my article last week, it’s also available to read here. Just note that if you are trying to compare Dediu’s graph with the one in my article (shown here), Dediu went with actual dates whereas I went with relative time. This is because I wanted to look at the first 110 days of every iPhone, Dediu was specifically looking at the fourth quarter availability.

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Apple Launches Back To School Promotion In Australia & New Zealand

Apple has once again launched a ‘Back to School’ promotion ahead of the start of the new school year in Australia and New Zealand. Students who purchase a Mac will receive a AU$100 (NZ$125) gift card and students who purchase an iPad with Retina display will receive a AU$50 (NZ$65) gift card - virtually identical to the ‘Back to School’ promotion held in North America and Europe last June.

The promotion is open to any student, parent or staff member of a K-12 or higher education school with any purchase made between January 15th and April 1st. Products included in the deal include any iMac, MacBook Pro, MacBook Air or Mac Pro (including refurbished models), but the only iPad that is valid with this promotion is the iPad with Retina display - refurbished iPads, the iPad 2 and iPad mini do not qualify.

Apple has also put together a short list of great Mac and iOS apps that might appeal to students - as well as a buying guide that includes various accessories, bags and software that is targeted towards students.

App Store Screenshot Changes→

App Store Screenshot Changes

Earlier this week, Apple announced a change in iTunes Connect for developers: app screenshots will be “locked” to an approved app, and developers may only change them upon submitting a binary for an update to an existing app (or new app). This has quickly been summarized as a way to slow down a popular tactic for App Store scammers; on the other hand, it also affects legitimate developers, who will now have to more carefully select app screenshots.

Craig Grannel comments on the change:

Users can now look at an App Store grab and be sure that’s the app they’re going to get. This means they will be more likely to trust the system and more likely to use it. That leads to increased income. The compromise: you can’t change your App Store grabs approximately every six seconds

This is one of those changes with consequences that are clearly visible and direct for those who follow development and App Store news, but more nuanced and indirect for the general consumer. Developers will find the change annoying, because it has become common practice to “tweak” screenshots even after an app has been released to highlight different features and/or include text overlays with quotes from positive reviews, and so forth. Now screenshots will perhaps be treated more like app icons, which have to be chosen and studied carefully upon submitting an app. Developers now have less chances to “get screenshots wrong”, unless they want to submit an app update to fix them.

On the flip side, this is the kind of news that average users won’t care about. The billions of App Store downloads are made by people who have no clue about scamming strategies and who definitely don’t read Apple’s developer news. They trust Apple to provide a quality App Store experience, they don’t know about the inner workings of iTunes Connect. This screenshot policy won’t be directly noticed by consumers, but it will help Apple provide a better experience by crippling a common trick scammers used to sell one app for another.

What’s the solution? Enabling a “trusted developer” tier could be an idea. But then again, how does Apple determine “trusted developers”? By making them pay more, or by manually selecting companies they know and trust? And if the latter solution is feasible, how can a kid with a legitimate idea become “trusted” if he has no connections at Apple? Should there be a “request verification” process? And so on.

As the App Store grows bigger and older, dealing with thousands of sellers will become harder for Apple; sooner or later, they’ll have to face the fact that the current App Store infrastructure wasn’t built for a million apps. That is already true for search and curation. Trusting more and more developers is just another consequence of growth.

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Tim Cook Meets With China Mobile Chairman, Discusses “Matters Of Cooperation”

Apple’s CEO, Tim Cook, today met with China Mobile’s Chairman, Xi Guohua, after earlier an earlier meeting this week with China’s Minister for Industry and Information Technology, Miao Wei. Today’s meeting with China Mobile is notable because the Chinese carrier is the world’s largest mobile phone operator with roughly 700 million subscribers and does not yet offer the iPhone to its customers.

China Mobile said in a statement that Tim Cook and Xi Guohua “discussed matters of cooperation” but declined to go into specifics due to a confidentiality agreement that was signed by both parties. Apple has been negotiating with China Mobile over carrying the iPhone since at least May last year, but the two have struggled to come to an agreement over the terms of revenue sharing.

Tuesday’s meeting with the Chinese Minister for Industry and Information Technology saw the two chat about innovation, China’s IT industry and the mobile industry. Yesterday, Tim Cook and Phil Schiller were spotted visiting an official Apple reseller in Beijing. Whilst today Tim Cook gave an in-depth interview to Sina Technology News where he said Apple expects China to soon become their largest market. In noting this, Cook also unsurprisingly revealed that Apple will be expanding its retail presence in China from 11 stores to more than 25 (no time frame is specified, but presumably in 2013).

[Sources: Reuters, AllThingsD, TUAW]

Could Apple Be Moving To Twice-Yearly iPhone & iPad Releases?

Just over a month ago, Horace Dediu of Asymco penned an article entitled ‘Does S stand for Spring’ in which he hypothesised that perhaps Apple might be moving to a biannual (twice-yearly) release cycle for the iPhone and iPad. Over the past month I’ve gone back to read Dediu’s hypothesis as news articles and analyst opinions surfaced and I did some analysis of Apple myself. It’s got to the point that I really think Dediu’s hypothesis has got real potential to become reality. So I decided to take some time to present Dediu’s evidence in a slightly different way, elaborating on some of his evidence and hopefully add to the discussion. But if you haven’t read the Asymco article yet, I’d highly recommend you do so before proceeding:

‘Does S stand for Spring?’ - Asymco

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Mapping Apple’s International iPhone & iPad Rollouts

Apple has on three seperate occasions announced that the iPhone 5 will have the fastest international rollout of any iPhone ever - at the announcement keynote, during the Q4 earnings call, and in their press release announcing opening weekend sales of the iPhone 5 in China. The claim was, no doubt, meant to impress investors, press and the general public, but I was curious as to how fast it really was compared to previous iPhone rollouts. So I decided to track down the launch schedules of all the iPhones to date and then again with the iPad. In the end I found a few trends, some oddities and that Apple’s claim was (mostly) true.

iPhone 5 will be available in more than 100 countries by the end of December, making it the fastest iPhone rollout ever.

- Apple Press Release

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Apple Announces Q1 2013 Conference Call for January 23

Apple’s first quarter earnings report and conference call will take place on January 23rd, 2013, according to an Investor Relations update on Apple’s website first noted by MacRumors. Apple will provide a live audio webcast of the event.

Apple plans to conduct a conference call to discuss financial results of its first fiscal quarter on Wednesday, January 23, 2013 at 2:00 p.m. PT / 5:00 p.m. ET.

For the fourth fiscal quarter of 2012 (which ended on September 29th), Apple posted revenue of $36 billion ($8.67 per diluted share), with 14 million iPads, 26.9 million iPhones and million 4.9 Macs sold. In Q4 2012, the company reported quarterly net profit of $8.2 billion, and the entire 2012 fiscal year generated $156.53 billion revenue for Apple.

The first fiscal quarter is traditionally the biggest quarter of the year for the company, as it directly follows the holiday season, including sales for Thanksgiving/Black Friday in the US and Christmas. Q1 2013 will provide a first real insight into sales of the iPad mini, and it will offer details on the iPhone 5’s performances following several international launches in the past few months (international sales accounted for 60 percent of Apple’s revenue in Q4 2012) and the fact that, when Q4 2012 ended on September 29th, the device had only been out for 8 days in 9 countries (where it was released on September 21st).

On December 3rd, the iPhone 5 was available in 47 countries; after Apple’s announcement, the availability of the device jumped to 102 countries by the end of December 2012, with an average of 1.04 countries added in 98 days since the first rollout on September 14th (when pre-orders were launched). In mid-December, Apple announced that first weekend sales of the iPhone 5 in China topped 2 million units.

As for the iPad, the WiFi version of the mini went on sale on November 2 in 34 countries alongside the fourth generation model. Various international rollouts followed the initial launch; Apple also started releasing the WiFi + Cellular version of the iPad mini in mid-November. On November 5th, Apple announced it had sold 3 million iPads (mini + 4th gen) in three days. For context, the 3rd generation iPad launched in 10 initial countries, and then rolled out to 25 more a week later; both WiFi and WiFi + Cellular versions of the 3rd generation iPad were available at launch.

In its guidance for the upcoming first fiscal quarter, Apple said they are expecting “revenue of about $52 billion and diluted earnings per share of about $11.75”; it’s worth keeping in mind how Apple usually “lowballs” its guidance, subsequently “beating” analysts’ (and their own) expectations.

We will provide live updates from the conference call on our site’s homepage on January 23rd starting at 2 PM PT.

Apple: iPhone 5 First Weekend Sales in China Top Two Million

Apple has just announced that they’ve sold over two million iPhone 5s in China since it launched three days ago on Friday, December 14th. That compares to the more than five million that were sold in the first weekend of the iPhone 5’s availability back in October (where it was available in nine countries).

“Customer response to iPhone 5 in China has been incredible, setting a new record with the best first weekend sales ever in China,” said Tim Cook, Apple’s CEO. “China is a very important market for us and customers there cannot wait to get their hands on Apple products.”

Apple has also re-iterated that the iPhone 5 will be available in more than 100 countries by the end of December, which Apple says will be “the fastest iPhone rollout ever”.

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“This Won’t Happen On iOS”→

“This Won’t Happen On iOS”

I found myself nodding in agreement with Jason Snell’s latest piece for Macworld:

That’s why I’m optimistic that the dismissal of Forstall to tend his garden might be just the shake-up that iOS needs. In the operating system’s nearly six years of existence, Apple hasn’t really rethought any of iOS’s major features. We’ve seen the continual addition of new features, but very little has disappeared to be replaced by something utterly new. iOS is pretty good, but that stasis is odd, and perhaps even a little self-delusional on Apple’s part: Nothing is inviolably perfect, especially on the first try.

For me, there are two sides to this argument. I have been advocating iOS, and especially the iPad, as a platform capable of doing tasks previously exclusive to “real computers”. At the same time, I’ve also been trying to focus on how “regular people” could benefit from using apps that we thought were only “for geeks”. Maybe not Pythonista or another scripting app, but definitely – just to name two examples – apps like 1Password or Launch Center Pro.

And yet, the single reply I get the most every day is that “this won’t happen on iOS”. Some people seem to think that just because Apple was successful in reinventing the mobile OS five years ago, then they’ll have to stick to that model forever. That they’ll have to keep the Mail app as it is, that they’ll avoid considering more “power user features”, and that trying to make technology work for everyone – from grandparents to nerds – is wrong.

I disagree with the notion that the philosophy of iOS is set in stone. If there’s anything great about software, is that it can be changed. Sometimes it’s a huge undertaking, but it can happen.

I’m not saying change is always good – because I don’t know. But like Jason says, being static and complacent isn’t good either: the market is changing, people change their habits and needs. Eventually, change is not only good, but necessary.

And if Apple didn’t believe this too, we’d all be using a stylus today.

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