Apple's iPhone numbers do not add up
Millions being unlocked - or gathering dust at Carphone Warehouse
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Analysts looking at both Apple's results and those posted by AT&T - Apple's iPhone partner in the US - have noticed a large discrepancy in the figures.
Apple says it has sold 3.7m iPhones in total. AT&T says it has sold 2m iPhones, and European operators are believed to have sold between 300,000 and 400,000 handsets.
Which means there are either 1.3m iPhones being used as bookends, or an awful lot of people have gone to the trouble of unlocking the devices to run them on different networks.
Analyst Toni Sacconaghi of Bernstein Wealth Management believes the figures are high enough to suggest both a sizeable market for unlocked phones and a build-up of iPhone inventory - unsold phones. Unlocked phones would hit Apple revenues - the company gets a cut of monthly revenue from its network partners. But excessive inventory is expensive too.
In presumably related news, Digitimes reports Apple is cutting orders for iPhones for the second quarter from 2m to 1.1-1.2m handsets due to lower-than-expected demand in Europe.
However, at the company's most recent analysts conference, Apple executives re-iterated that they expect to sell 10m iPhones by the handset's first birthday, in June.
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COMMENTS
iPhone in France
Actually, the iPhone is not unlocked in France, and has an exclusive contract with Orange. Let me summarise this is a chart to show the difference between UK, US, France and Germany:
UK - O2 exclusive - 18 month contract (http://www.apple.com/uk/iphone/easysetup/rateplans.html)
US - AT&T exclusive - 24 month contract
(http://www.apple.com/iphone/easysetup/rateplans.html)
FR - Orange exclusive - 24 month contract
(http://www.apple.com/fr/iphone/easysetup/rateplans.html)
DE - T-Mobile exclusive - 24 month contract
(http://www.apple.com/de/iphone/easysetup/rateplans.html)
Well looks like the people of the UK get the best deal on the iPhone !!
Dig a little deeper into the contract details, and well, looks even sweeter fo UK consumers.
Two of my friends have the iPhone now, and I must say they are VERY happy with it. I would love one, but am tied into a contract with my current phone with Vodafone.
Like everyone else, I'm very unhappy that the iPhone is stuck to O2, and probably the single biggest reason (even more so than the cost) that the iPhone has not achieved anywhere near as high levels of unit SALES as the N95. Cmon Apple - this is a Global marketplace you are playing in - unlock the iPhone and allow its use across any network.
Seriously, I have read so may rumours about the "Version 2" of iPhone, and well, who knows.... all I know is that as soon as it comes, I will be first in line for it whatever network it's on !
@Alex Rose
"A large number of people on here are claiming NOT to be fanboys. Then ruining it by referencing MS (Dana) and Vista"
So you are saying If I say Microsoft Vista Sucks, than I am a Mac Fangirl. Then a lot of Linux users are Mac Fanboys too.
How Many people who are Microsoft FANS like Vista?
I like that despite claiming repeatedly to a mixed OSX/Linux household I'm a blind APPLE fangirl. :)
See Logic, spurious.
you get it!
"Fan-girl reaction aside, your headline is one I would love to see in any publication!! ;)"
Congrats for being the only person to read enough to realize I was making a JOKE!
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