- Total sales for the year were 21 million, up 78 percent, average
selling price around $600. There are more than 85,000 apps in the App
Store, 2 billion downloads, 500 million in the last quarter.
- The iPhone 3GS, available in 64 countries last quarter, will match
the iPhone 3G with availability in 80 countries by year’s end.
- China gets the iPhone on October 30 with approximately 1,000 points
of sale to begin with. Plans will range from the equivalent of $18 to
$85 per month, the phone being free at the higher end.
- Korea will be getting the iPhone soon, and there will be multiple carriers in Canada and the UK.
The iPhone 3GS shortage over the summer may have been the result of
sales exceeding Apple’s expectations. Changing the inventory mix
between the 3G and the 3GS may have caused component issues, but those
were solved as of early October.
According to Apple, “people are trying to catch up with first iPhone,”
so apparently no worries about Droid, Storm2, and the Pre.
- In some instances, the benefit of exclusive carrier agreements
allows for greater levels of innovation, like visual voicemail, and in
some cases exclusive carriers “invest more.” Apple execs must be using
jailbroken phones on carriers besides AT&T.
Peter Oppenheimer, Apple’s CFO, just hopped on the line, and he’s
obviously thrilled with the “record-breaking” quarter, and judging by
after-hours stock movement, we’d say Wall Street concurs. Speaking on
Mac sales, this quarter’s sales broke the prior quarterly record by
over 400,000 machines, with portable sales growing some 35 percent and
representing 74 percent of all Macs moved. He also informed us of a 42
percent uptick (year-over-year) in Asia-Pacific, not to mention a 12
percent increase in US education Mac sales (which marked the highest
ever in this category).
Speaking on the iPod topic, he noted that 50 percent of all buyers are
snagging their first iPod, and iPod touch sales are up an astounding
100 percent as it rides the wave of popularity that is the App Store.
Peter also commented that Apple’s share of the MP3 player remains at
around 70 percent, and the 7.4 million iPhones sold represented a
company record for the quarter. iPhone sell-through was pegged at 38
percent, and he noted that iPhone sales would begin in China “later
this month.” Confirming news we already knew, he said that carrier
relationships would expand in “the UK and Canada,” and he said hopes were high to get the handset to South Korea in the near future. (아이폰이 한국에 출시되길 강력희 희망한다)