Foreshadowing iPhone sales
by Horace Dediu
AT&T, Verizon and Sprint have all reported the number of iPhone units shipped in Q3 2012. The history of the these sales is shown in the following graph:

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by Horace Dediu
AT&T, Verizon and Sprint have all reported the number of iPhone units shipped in Q3 2012. The history of the these sales is shown in the following graph:

Read more:
9 comments
Teee ·
I'm confused by the different terminology here - the graph says 'iPhone Activations", which I think can include activating a used iPhone or changing carriers with an existing device but the text of the article says these are reported units shipped by the carrier? Were these new iPhone activations, or carrier units shipped?
KitFR ·
I've already posted this question on PED's blog, but I'll try again here as well: Can anyone explain to me how we seem to have nothing in the way of hard numbers for iPhone sales outside of the US, despite international sales being about twice those of the US and there being considerably more operators? No earnings, no estimates, no leaks... What am I missing?
Christopher Mohajer ·
They are activations. The problem is that the carriers to not publicly state new iPhone sales. Only Apple does.
Tatil_S ·
I just checked Vodafone and T-mobile websites, they will announce their results in November. Softbank has picked Oct 31st. It seems public companies announces their financial results 2 or 3 weeks earlier in the US.
Tatil_S ·
Fortunately (for Apple), smartphones with big glass screen in general and iPhones in particular are quite delicate and expensive, so I see people tend to keep their old phones as spares thinking they cannot afford to buy the latest version once again if something were to happen to their new phone. Of course, a more rational response would be to sell the old phone now and buy another old model only if the new one actually gets shattered, but most people are not rational. :)
Guest ·
Verizon
ATT
Sprint
T-Mobil
Other
Total US
Smart Phone Sales Units
6,500,000
6,100,000
2,500,000
2,500,000
2,900,000
20,500,000
iPhone Sales
3,100,000
4,700,000
1,500,000
0
400000
9,700,000
Non iPhone Smart Sales
3,400,000
1,400,000
1,000,000
2,500,000
2,500,000
10,800,000
iPhone Share %
48%
77%
60%
0%
14%
47%
Based on reports and some quick calculations it is basically impossible for Android to have outsold iPhones in the US market last quarter. (T-Mobil and Other are swags)
Guest ·
Verizon ATT Sprint T-Mobil Other Total USSmartPhones 6,500,000 6,100,000 2,500,000 2,500,000 2,500,000 20,100,000iPhone Sales 3,100,000 4,700,000 1,500,000 0 400,00 9,300,000NoniPhone 3,400,000 1,400,000 1,000,000 2,500,000 2,500,000 10,800,000iPhone Share % 48% 77% 60% 0% 0% 47% Doing some quick calculations it would seem impossible for Android to have out sold the iPhone in the US (based on reported data from ATT, Verizon and Sprint and Swags for the others) and this was in a mostly down quarter fro the iPhone).
JaneDoe12 ·
If you begin your table with a <pre> tag and end with the </pre> closing tag, it will display sort of like you formatted it. You still have to edit the table to line up the columns, but even then it doesn't come out exactly right.
Smart Phone Non iPhone iPhone Sales Units iPhone Sales Smart Sales Share % Verizon 6,500,000 3,100,000 3,400,000 48% ATT 6,100,000 4,700,000 1,400,000 77% Sprint 2,500,000 1,500,000 1,000,000 60% T-Mobil 2,500,000 0 2,500,000 0% Other 2,900,000 400,000 2,500,000 14% Total US 20,500,000 9,700,000 10,800,000 47%
Ahmad Zidni Mat ·
Despite anticipation for iPhone 5, Q312 number is higher than Q212. Unlike Q211 vs Q311 (lower)