Mobile & Wireless Slideshow: iPhone Sales 'Dip': Nine Factors to ConsiderBy Don Reisinger | Posted 08-01-2012
iPhone 5 Anticipation
According to Apple, iPhone sales were a bit lower than expected during fiscal Q3 because of anticipation for the company's next smartphone launch. It makes sense. And it might hurt Apple next quarter, as well.
Disappointment Is Relative
To some, selling 26 million iPhones - a 28 percent over the same quarter a year ago -- would seem like a strong accomplishment. Wall Street doesn't work that way. In the real world, such sales might not have been a disappointment at all.
Over time, as the iPhone enters more homes and offices, the device's sales can reasonably be expected to hit a plateau. That happened with the iPod, and caused trouble for RIM and Nokia in the smartphone market. This could mark the beginning of Apple's plateau.
Samsung Galaxy S III
Samsung's Galaxy S III has proven extremely popular in the Android ecosystem, and many reviewers have said that it's the best answer yet to Apple's iPhone. Given that, it's possible that the device hurt Apple's smartphone sales last quarter.
Apple's iPad set a new sales record in fiscal Q3, moving 17 million units, an 84 percent increase over fiscal Q3 2011. With the economy still experiencing fits and starts, perhaps cost-conscious consumers are opting for iPads rather than upgrading their iPhones.
The Steve Jobs Effect?
The late Steve Jobs wasn't just Apple's leader; he was had charisma that could inspire customers to buy more products. Tim Cook doesn't have that same marketing magic. Is this negatively impact Apple's iPhone sales?
Is Wall Street Realistic
Wall Street analysts were expecting more from the company, and as a result the iPhone sales report is painted as disappointing. Is Wall Street asking too much from Apple?
Those who already own the iPhone might be getting tired of its look and feel, and want to see something new before they spend money on the next model.
Wheres iOS 6?
Apple's iOS 6 platform is something consumers and enterprise users are eagerly anticipating. However, Apple doesn't plan to launch the operating system until the fall. This could be spurring potential buyers to take a wait-and-see approach.