Analyst: Number of first time Apple iPhone buyers is rapidly shrinking
0. phoneArena 13 Oct 2013, 14:13 posted on
Sanford Bernstein analyst Toni Sacconaghi is telling clients that his research shows that the number of first time Apple iPhone buyers is shrinking; last year, 62% of iPhone sales came from first-time buyers, a number that is expected to drop to 54% this year. That is a drop of 13% in net new iPhone buyers. The analyst's concern is that without a deal with China Mobile, there are not enough first time Apple iPhone buyers left for sales to meet consensus forecasts...
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37. Whateverman (Posts: 3237; Member since: 17 May 2009)
Wow... Was that lag? On an iPhone??? IMPOSSIBLE, this video must be a fake, lol!
Let's be honest, the iPhone has the smoothest experience on a phone, that's just a fact no matter what anyone says. BUT... Like I keep saying, the 5 nanosecond difference between it and many Android devices doesn't justify the high price, the lack of customization, size, or the fact tha it's a pretty little glass prison. I am an Apple fan from way back, but I will never own an iPhone because Android is the more like my Mac than the iPhone is, at least in some ways. They've got to start adding some customization, functionality and freedom to the iPhone.
38. PapaSmurf (Posts: 10092; Member since: 14 May 2012)
The iPhone 5S is no way smoother than the Moto X or Nexus 4.
+1 for being a Mac owner too.
43. joey_sfb (Posts: 4622; Member since: 29 Mar 2012)
I really prefer the mac Snow Leopard to their current Mountain Lion OS.
Slow and i being seeing the ball of rainbow a lot.
68. PapaSmurf (Posts: 10092; Member since: 14 May 2012)
Running Snow Leopard since it's the fastest imo. Not upgrading to Mavericks until I get my 2013 MBP.
69. Whateverman (Posts: 3237; Member since: 17 May 2009)
Is maverick really that bad Smurff? I haven't gotten hands on it yet, why don't you like it?
50. -box- (Posts: 3982; Member since: 04 Jan 2012)
You obviously haven't tried a Windows Phone. Direct comparisons, even with the lower models, really shows how choppy the iphonies are.
48. fanboy1974 (Posts: 1345; Member since: 12 Nov 2011)
I expect Apple to have a terrible time after the holidays . I wouldn't be surprised if investors call for Tim Cooks head. It will be a very interesting year.
I was in bestbuy today looking at the Note 3 and there had to be at least 5 people very interested in it within a 10 minute stretch. One older couple wanted even bigger and the bestbuy guy recommended the plus 6" mega.
54. fanboy1974 (Posts: 1345; Member since: 12 Nov 2011)
Add just to add. The Note 3 is a better device than the iPhone 5s "if" you can handle the size. If only Samsung could do timely updates and tell OEM's to screw off when it comes to bloat; Samsung would be unstoppable. If my Note 2 was updated to 4.3 within a week or two I would have gotten the Note 3 just because their paying attention to their loyal customers. By the time Samsung decides to update software the said software is out of date.
62. ardent1 (Posts: 2000; Member since: 16 Apr 2011)
I also looked at a Mega when I was paying my bill at an ATT store.
Yes, the Mega has a large screen, but it has a horrible display -- the resolution is really quite poor.
70. leivicky_008 (Posts: 1; Member since: 16 Oct 2013)
hi Alan F.
i agree with you. but just one little puzzle remains,did Sacconaghi said "Barring a signed contract with China Mobile (CHL) or an iPhone priced to sell to the developing world, there is, "a slim margin of error that Apple will attract sufficient first-time iPhone buyers going forward to meet consensus forecasts for FY14 and FY15.""? ,is it contradictory to his chart?