








Sources: CNET, The Wall Street Journal

Comments     Threshold


Wow... This is real.
By retrospooty on 1/14/2013 7:49:35 AM , Rating: 2
Its even on Apple insider sourced byt he Wall Street Journal.

My guess is, its not that sales are actually hurting, its that Apple expected its growth curve to continue... Which is simply impossible to do for too many years on end. Especially with pretty much every single competitor putting out far better phones at the same price.

RE: Wow... This is real.
By RufusM on 1/14/2013 8:47:02 AM , Rating: 4
This waning demand seems like market saturation is happening. Many iPhone users I know aren't moving to trade in their iPhone 4 or 4S for the iPhone 5 because their current one is still good enough.

Phones are on the fast growth track much like PCs were a number of years ago where each new hardware generation was so much faster than the previous generation there were large gains to be made in performance.

Now, with PCs many people just don't see a need to upgrade their older equipment since the new ones are marginally faster for the things they are used for. I think iPhones are starting to hit that point of marginal returns for newer generations.

RE: Wow... This is real.
By menting on 1/14/2013 9:01:13 AM , Rating: 2
but for most die hard Apple fans, it's not about if it's fast enough, it's about having the newest Apple device. I don't own any Apple devices personally, but quite a few friends do, and they have to get the newest every time.

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RE: Wow... This is real.
By retrospooty on 1/14/2013 9:55:16 AM , Rating: 2
True,but there aren't enough of those people to keep growing. It's not that sales are going down, its just that the growth rate isn't sustaining. What surprises me is how long is lasted already.

RE: Wow... This is real.
By Colin1497 on 1/14/2013 1:01:51 PM , Rating: 2
This is spot on. The only people really worrying about the upgrade treadmill at this point are the people who buy them for image. I've thought about upgrading my wife's iPhone 4, which is eligible, but we just kind of decided "meh, we'll wait for the next one." Like PC's, the upgrade cycle is stretching out.

RE: Wow... This is real.
By Nortel on 1/14/2013 10:20:29 AM , Rating: 1
Is it not entirely possible Apple is simply migrating production to another facility? I think people are reading far to much into this considering: Apple could not even make the iPhone 5 fast enough for market demand and now all of a sudden news arises showing a 50% reduction in demand?

RE: Wow... This is real.
Its multiple vendors on multiple parts reporting this...


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