Tim Cook: iPhone supply and demand are "not on the same planet" right now

Tim Cook: iPhone supply and demand are
The message of today's Apple quarterly report was pretty clear: everything is going well. Apple beat estimates and sold a ton of iPhones over the past quarter. Tim Cook didn't go into how many of the new iPhones have been sold, but Cook did make a point to comment on the task of keeping up with demand for the new handsets. Unsurprisingly, Cook claims that Apple is having a tough time keeping up.

The direct quote is obviously a bit more headline worthy: 


So, basically, Cook is saying that demand is far surpassing supply, but somehow Apple is going to overcome those issues in order to meet expectations for the current quarter. This appears to be something of a mixed message, and also doesn't quite connect with any other reports. If demand isn't "on the same planet" as supply, we would expect to be hearing more reports about the devices being sold out, but we haven't heard anything of the sort since mid-September, when the new iPhones first hit the market. 

We're sure that there is solid demand for the new iPhones, and we wouldn't be surprised if the sales figures for this quarter are very strong. But, we'd also say that Cook sounds to be a bit hyperbolic. We've checked around, and the worst iPhone 6 delays are direct through Verizon, but you can get a Verizon iPhone through Best Buy or from Apple without delay. There are delays with the iPhone 6 Plus, but we're not willing to blindly accept that is a matter of high demand, and not Apple simply under-producing the device until it figures out the proper demand level for the new product. 

source: AppleInsider

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119 Comments

1. dorfoz

Posts: 156; Member since: Oct 18, 2011

Still wondering how they manage to do this. Congrats Apple.

2. AlikMalix unregistered

Easy, build a phone with an OS that 90% of population need and and ecosystem they enjoy. As much as Trolls trying to mislead everyone - iOS and iPhone/iPads combo is a very capable, advanced, but easy to use. They're just fooling themselves that it's impossible to be just as effective without file manager or widgets or "true" multitasking. iPhone opens all files within Apps that correspond to those files. iPhones deliver information you want in different (even more efficient ways) than running widgets. And, YES, iPhones multitask everything you need multitasked... (Splitting screens on anything below 6.5" is just too tiny to be comfortable to use). But running background tasks - oh yeah, iOS does that very efficiently. People wouldnt buy it if that wasn't the case. See, no one cares what makes them run (octa-core, ram, pixels) - if you put both phones into someones hands who has no care for whats inside - they would never guess that iPhones run on half the specs that Androids does, even 2 year old iDevices - because, tada!, there is no difference. Same for this point - poeple wouldn't buy it if that wasn't the case. (Now I'll let the trolls explain it their way - propaganda marketing, blind loyalty, locking you into their ecosystem, etc...)

7. needa

Posts: 205; Member since: Jun 30, 2014

i lol'd at 'more efficient ways'. it sounds like you need to spend some time on the other side of the fence and then re-think your position on that.

13. AlikMalix unregistered

I try a new Android phone every 2 years - and they're absolutely un-efficient compared to what I'm used to. Yes, there are a few features I liked, but they're berried under all the "features" I dont want like bloat, gimmicks - er... features, and redundant software like S-voice fighting Google now for your attention, or how the battery drops by 35-40 percent overnight (what the hell is it doing while locked)? You guys talk about how Android is great - how they have this feature and that - but all these great things do not exist in ONE phone - if Android has all these great things - you need to carry at least 3 phones - Apple just does it well!!!

87. Slammer

Posts: 1515; Member since: Jun 03, 2010

As a businessman, I don't have any problem being efficient with an Android device. As a husband, I have no problem pleasing my wife in many areas, even while owning an Android device. As a Father, I have no problem texting or playing games with my kids on an Android device. And as a grandfather, I have no problem getting excellent photos of my grandkids with my Android device while in their invaluable adolenscent ages as they grow. In fact, I find I can do more of what is truly important with the money I save on an Android device. I'm not tied to Apple's cash cow ecosystem. To me, this is far more efficient. John B.

17. AlikMalix unregistered

But just for fun, how is Android "more efficient"?

58. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

How is Android more efficient? That fact the Note 4 has quadcores, 3GB of ram, Quad HD display with over 2M more pixels than the 6 Plus, juggles multiple apps at the same time plus s - pen apps, split screen, 4K video, front facing camera with better aperture, has a better one handed mode, a larger display and so much more and the device still last 2 5 days on a single charge. And what is so funny is it does way more than last year's model compared to the iPhone and yet still manage to have better battery life while the iPhone 6 does far less than this year's and last years Note 3 and the battery life on both the iPhone 6 and 6 Plus are lesser. Which one is really efficient? You may not need all the features of the Note 4, but you are paying for them. After all Apple e just jacked up the iPhone $100 yet still starts with 16GB of flash, while the Note starts with 32GB since last year. Oh and an open file system is better because I can use my device to store any file type. I can choose default apps to open certain things. Example, on iOS no matter what browser you install. That's efficient? No matter what browser you use it reports as being safari because they are all based off the same Web kit. On my device Firefox is Firefox and I can set it as default anytime I want.

60. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

U didn't mention anything that I'd efficient about iOS. When I think of efficiency I think of a cars engine. You have timing belts, air conditioning, fans, pistons and other moving parts working together getting power from a small amount of gasoline. That's most Android devices. IOS is like a mouse on a wheel. Lots of turning doesn't go anywhere. If that's efficient then u have lots to learn. All u ios people don't get it. A smartphone is a computer. I want it to work like a computer. I need to multi-task, not uni-task.

68. AlikMalix unregistered

How is that going to help me, if to use it, it takes longer to get what I need to get done.. Siri, from lock screen does about 85% of my needs and provides information that no Android can. You can have your V8 powered engine, but my electric motor accelerates faster, runs more powerful graphics, and doesn't use as much energy to do that. BRO, your comment is whats wrong with Android comparisons to Apple - it's been long established that SPECS (as you so gracefully laid out) matter squat when an iPhone can run circles with half spec-ed device. When I asked for efficiency, I meant the bottom line - how is Android more efficient to use by END-USER (you know, the important reason that we buy these tiny gadgets - not to compare our dicks to eachother) I do not tinker with my phone, I dont want to manage my tasks before locking my screen so that it wont run down my battery, I dont want to shuffle thru bloat to find my apps, and I dont want to root just to get an update without waiting months or years... Once again, there are millions of people that need a smartphone to do what a smartphone supposed to do - assist during the day with everyday tasks - APPLE IS MORE EFFICIENT at doing that, but go ahead tell me how many cores or ram you have, who the hell cares... I still want to see a compelling argument where a file manager on phone is necessary or multitasking a movie and a calculator on same screen is a reason to switch to (dare I say) TouchWiz? I rather have full control over my app permissions or an ability to set up a non-intrusive information log called Notifications...

92. needa

Posts: 205; Member since: Jun 30, 2014

so that is why google now just decimated the competition a couple of weeks ago. all this time i thought it was because google had more information on it that siri. which by the way... you have to take time to press buttons. so there is another way ios is less efficient. i test drove an 5s from t-mobile for a week. and spent some time comparing it to my moto x (the phone where specs don't matter), i can promise you the iphone was far out of the realm of 'running circles' around my x. you are so hung up on reading and listening to what you want to hear.. you miss out on what people are actually saying. go watch the mkbhd moto x review. pay attention to how freaking fast that thing responds to every press. especially when he is talking about how fast it is and starts showing it off. then come back here and 'honestly' tell me that you can get things done faster on an iphone.

108. razraptre

Posts: 168; Member since: Oct 21, 2014

On my iPad, Siri cannot close multiple applications. I'm not sure if this is a glitch or if it's intended. I get the reply "Sorry, I cannot close applications." This does not happen on my Lumia, and as far as I know hasn't happened on either of my mom's android devices. From a Windows perspective (as I have limited experience with Android), I really like having more cores. Contrary to what you're saying, it DOES make a difference, especially with multi-tasking or CPU intensive programs. I can switch from Asphalt 8 to Whatsapp without a second's delay. I can blur between Facebook and Reddit without having to close every other open app. I have the same amount of control over app permissions as an iOS device. I can choose to withhold information, my location and even switch off my advertising ID. Cortana is a lot more efficient than Siri (this is my opinion, a lot of people don't use digital assistants), and acts almost like a secretary. And personally, I find Windows Phone to be more unique than either iOS and Android. It does have it's flaws, like a fledgling app economy, but it is more amazing than people like to give it credit. iOS devices are plain and simple to use, and that's brilliant. But a Mac that can do everyday tasks would cost the same as a PC that can do everything from intensive gaming marathons to multi tasking powerful video applications. It's simply not worth it to pay more for a device that does less than its competitors, regardless of whether you use those other features or not.

90. needa

Posts: 205; Member since: Jun 30, 2014

the back button is not a stretch. every single setting is not in one app where the setting i am looking for is buried ten layers deep. it is easier to share on android. setting the miliseconds for the long press on a keyboard. thus shortening the time it takes to type a number or two. in ios... you are forced to hit the 123. then the numbers. now you list four and i will list four more.

100. AlikMalix unregistered

I can locate my wife, kids, and friends, I can switch to facetime from a regular phonecall, I can send a text message as long as a page with numbers and letters, I can change most settings and toggles from lockscreen just with siri. I can set a reservation nearly at any restaurant - all things above without unlocking or looking at my screen. MotoX is a very nice phone, I have nothing against it and that would be my choice of a phone if I preferred Android, but iOS is better. Have you tried the recent iCloud Drive in Windows? wow what a shortcut. It adds it in context menus to easily manage files on anything Apple or any ANY computer ever. Man, I dont know where to start... on top of that iOS has all Google Services if you choose - so your argument is invalid. I can simply ask siri to search Google for something if I prefer Google searches (or Bing, or DuckDuckGo, or...) I can even tell siri to bring up google apps/services. I'm not sure what your argument is... oh and how about this for running circles around Android phones:http://www.youtube.com/watch?v=nCln9_mgZJo

115. needa

Posts: 205; Member since: Jun 30, 2014

i gotta admit the speed test was impressive. but it only shows that android is more efficient in some areas of ram usage while ios is more efficient in others. it was also missing the fastest android phone. and other speed tests show different things. for instance when loading google earth, the iphone gets to zooming in quicker, but the moto x actually finishes the zoom before the iphone. a simple lockscreen widget can be used for the location thing. the functionality is also built into google now to locate, or will be (not sure as i don't use it). facetime... i don't really use. but that is a nice feature to have. i know i have found myself hanging up from a call in order to hangout someone on video while in a store. it is a once in a blue moon kind of thing, but i tip my hat to apple for having that ease of use for those situations. i can send/receive that same text message. i do it all the time. only i am capable of doing that without ever touching my phone. which means i can do that while having something in my hands. thus... more efficient. all of this while being off of the charger of course. we both know that google does not make reservations. for the point zero one percenters that actually use that feature... i think it is pretty neat that they have the option. although not a single person i know would ever use it. and lets get real here... pressing that button for two seconds to get siri to come up is more or less unlocking your screen. the settings toggles you speak of will officially be on android soon enough. some people are already using it. the google services on apple are gimped. so not really worth mentioning here. from what i can tell you really have not said anything that ios can do more efficienty than android in every day use as i have. just as most ios users, you put a spin on things in order to get away from the real issues that lie with ios. which is only having one button, and an operating system that survives off of the premise of 'you only get to do what we want you to do'.we can both go into features that one has over the other... but i am talking about things we 'all' do mutliple times a day every day. holding multiple conversations through text, staying within an app for more than the time it takes to load it. typing, using voice in an app. lollipop is also changing the game, just as ios 8 did a week or two ago. i have enjoyed this i must say. i reckon the last thing i want to say is... ios is good, nobody can refute that. but to blindly say the things you said in your oc is a bit much.

8. Mxyzptlk unregistered

+1. Apple makes devices people like. That's the point of a customer focused business - give them what they want so the company can shut up and take their money. That goes for any company, even for Blackberry surprisingly.

14. BobbyDigital

Posts: 2125; Member since: May 29, 2014

Praising Apple here but claiming to use Android in another post. Which is it troll? And once again you're trolling BlackBerry. They have nothing to do with this post and yet you're here, bad mouthing them again. You're pathetic.

18. AlikMalix unregistered

He didnt bad-mouth BlackBerry. He said Blackberry tries to focus it's business just like any other company - provide a product they think customer will buy. Basically he put Blackberry on same level as Apple, HTC, Samsung, HomeDepot, Wallmart.... etc. As for your other point, many have used Android and switched to Apple - why is that so hard to grasp?

21. darkkjedii

Posts: 31274; Member since: Feb 05, 2011

BobbyDigital is a troll bro. Ignore him like I do.

25. BobbyDigital

Posts: 2125; Member since: May 29, 2014

You're the troll Darkk. You even hang with the biggest troll on this site.

35. g2a5b0e unregistered

Really, Darkk?!?! BD is a troll, but Mxy isn't? C'mon, dude. Get off your biased ass. You're just being ridiculous.

38. PapaSmurf

Posts: 10457; Member since: May 14, 2012

Nail on the head.

44. AlikMalix unregistered

um he didnt say that Mxy isn't... he just said taht BobbyDigital was... Dont add anything to the argument please...

53. BobbyDigital

Posts: 2125; Member since: May 29, 2014

He was defending Mxy. That's his buddy. And why are you defending Mxy so hard dude? Are you auditioning to join his troll brigade?

101. g2a5b0e unregistered

The implication was obvious. Don't play dumb.

94. T.Law

Posts: 423; Member since: May 10, 2014

+1 bro!

109. darkkjedii

Posts: 31274; Member since: Feb 05, 2011

I didn't speak on Mxy, I spoke on Bobby

112. g2a5b0e unregistered

I realize that. Your intention & implications were obvious regardless.

39. meanestgenius

Posts: 22201; Member since: May 28, 2014

Darkk, you gotta know that Mxy is a troll. There is no way you can deny or ignore that point. Let's be honest now.

45. AlikMalix unregistered

see post #44

77. meanestgenius

Posts: 22201; Member since: May 28, 2014

I saw it. I'm saying that if he's going to call anyone a troll, he should include all parties involved. That includes Mxyzptlk.

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