Archive of iPhone Rumors

Apple had the consumer in mind when it added a multi-carrier SIM card to its new iPads, said Apple vice president of iPhone, iPod and iOS product marketing Greg Joswiak in a recent Re/code interview (via Fierce Wireless). But that motivation does not mean the Apple SIM will be making its way to the iPhone any time soon, as Joswiak noted most consumers go directly to their carriers to buy iPhones, while the iPad more often is sold through Apple's retail channels.
"It's about the customer experience," he said during an appearance here at Re/code's Code/Mobile conference. "We ultimately don't know who you are going to use as the carrier, [and] we want to make it as easy as possible."

Joswiak said Apple has not discussed putting the Apple SIM into iPhones, but said that because of the way most customers buy an iPhone--through a carrier directly--the Apple SIM is not as well suited. "I don't think you're going to go to the Verizon store and say, 'Can you hook me up with AT&T?,'" he said.
With most iPhone customers committed to their carriers for a significant period of time, either through contracts subsidizing the phone cost or through payment plans, multi-carrier SIM cards make less sense for iPhones.

Apple's new universal SIM in theory allows customers to activate with one carrier and then switch to another carrier as needed, but there are some limitations. The Apple SIM is currently only compatible with AT&T, T-Mobile, Sprint and UK carrier EE. Verizon confirmed that is not adopting Apple's new SIM, instead requiring customers to activate with a Verizon-specific SIM.

apple_sim_selection_ipad
In addition, while AT&T is listed as a compatible carrier, the provider is not fully supporting all the features of the SIM. Apple and AT&T have confirmed the carrier is not allowing its customers to switch once the Apple SIM has been activated on AT&T's network, instead opting to lock the SIM to its network following activation. Customers who activate service on AT&T will thus have to purchase a new SIM if they want to use their tablet with another carrier.

Apple introduced the new iPad Air 2 and Retina iPad mini 3 earlier this month with sales beginning last week. Both tablets feature a universal SIM, Touch ID, and storage options of 16, 64 and 128GB. The iPad Air 2 also includes a new A8X processor, antireflective display and 2GB of RAM. The iPad Air 2 retails at a starting price of $499, while the iPad mini 3 costs $399 for the base model.
Research firm Kantar WorldPanel has released a new report (via TechCrunch) highlighting global smartphone sales over the July-September period which saw the debut of the iPhone 6 and iPhone 6 Plus. The report found that Apple's market share in major European markets is now higher when compared to the prior-year-period that saw the debut of the iPhone 5s and iPhone 5c. However, Apple's share in countries like the United States and Japan were found to be lower when compared to the same timeframe last year.

kantarchartoct2014
Our latest data covers the first few days of the iPhone 6 and iPhone 6 Plus being available in Europe and it is clear that demand has been high for the eagerly awaited new models. In Great Britain, where the new iPhone models started shipping on 19 September, Apple saw its sales share up by 1.7% compared with the same period last year, taking share of iOS to 31%. Across the major European markets, where the new iPhone models were made available between the 19 and 26 September, initial sales of the new iPhone models have overwhelmingly been from existing iPhone owners (87%).

Across Europe’s top five markets, the iPhone 6 has outsold the larger iPhone 6 Plus by five-to-one.
Apple's total market share in the U.S. hit 32.6% during September, which is down 3.3% from the 35.9% market share it held in the year-ago period. In Japan, Apple's market share reached 31.3% in September, which is down 15.9% when compared to the 47.2% market share it held during same time period last year.
In the US, market competition has been reinvigorated with LG and Motorola increasing their shares. The recently launched LG G3 and Motorola Moto X are better positioned to compete with flagship products from Samsung and HTC. Smartphones sales grew 35% over the past year in the US. Despite Apple’s share declining 3 percentage points in the three months ending in September, compared with the same period last year, it is clear that demand for the iPhone 6 has been very healthy.
While the iPhone continues to enjoy a steady market share throughout the world, it also continues to trail Android which holds a 70% or higher market share in many countries. In Italy, the iPhone holds the third most market share at 10.4%, which is behind Windows Phone's 15.2% market share and Android's 71.8% market share.
Pre-order estimates for Apple's iPhone 6 and iPhone 6 Plus in South Korea have topped 100,000 in South Korea and have outpaced pre-orders made for the Samsung Galaxy Note 4 last month, reports The Wall Street Journal.

iphone_6_iphone_6_plus
Pre-orders for both devices began last Friday for the country's three biggest mobile carriers including SK Telecom, KT Corp and LG UPlus. KT Corp said that it received a combined total of 10,000 orders in one minute for both devices, and received 50,000 orders in thirty minutes. LG UPlus, which is controlled by LG Corporation and is selling the iPhone for the first time, said that it received 20,000 orders within 20 minutes. SK Telecom declined to give specific figures, but announced that the first and second batch of pre-orders were already booked by customers with a third round beginning this morning.

The report notes that there were 30,000 pre-orders for the Samsung Galaxy Note 4 before it launched in Korea last month. A spokesperson for LG UPlus shared a similar account, noting that pre-orders for the Galaxy Note 4 did not match the pace of pre-orders for the iPhone 6 and iPhone 6 Plus.

The iPhone 6 and iPhone 6 Plus will launch in South Korea and 22 other countries on October 31st. Apple also expects to launch in the iPhone in 115 countries by the end of the year, totaling to its fastest rollout ever.

Update: As noted by a number of readers, Samsung intentionally limited launch quantities of the Note 4 in Korea to 30,000 units, making a valid comparison essentially impossible. Apple's numbers also include both the iPhone 6 and iPhone 6 Plus, while the Note 4 most directly competes with only the iPhone 6 Plus.
Apple's main assembly partner for iOS devices, Foxconn, is looking to increase its presence in Apple's supply chain as it considers constructing a new plant to provide displays for the popular devices, according to The Wall Street Journal. Total investment in the project could reach $5.7 billion.
Foxconn, formally known as Hon Hai Precision Industry Co. , is discussing a possible investment with the government of Zhengzhou, about 750 kilometers south of Beijing, according to people familiar with the talks. The two sides are discussing terms such as how to divide the investment, which could reach as much as 35 billion yuan ($5.7 billion), the people said.
iphone_6_cost_breakdown_wsj
The display is typically the most expensive single component in Apple's iOS devices, and the company has long sourced the parts from a variety of vendors including Samsung, LG Display, Sharp, and Japan Display. Foxconn has been seeking to improve its display expertise in recent years, pursuing a troubled partnership with Sharp as it has tried to position itself to win orders for iPhone and iPad displays.
Apple may consider shifting even more of its iPhone production balance towards the iPhone 6 Plus due to higher than expected demand for the larger phone in China, reports Digitimes. The iPhone 6 and the iPhone 6 Plus launched in China last Friday following a successful week of pre-orders, as the report notes that consumers have shown a strong preference for the larger device.
As a result, Apple may be forced to shift more production capacity to the 5.5-inch model, said the sources, adding that the iPhone 6 and iPhone 6 Plus supply ratio is likely to change to 55:45 from 70:30 or 65:35 set originally.
iphone6plus
Earlier this month, it was also reported that Apple was looking to shift iPhone production balance towards the iPhone 6, while another report claimed that the iPhone 6 Plus may event account for up to 60 percent of total future iPhone 6 device shipments.

During yesterday's Q4 2014 earnings call, Apple CEO Tim Cook stated that demand for the iPhone 6 and 6 Plus was "far outstripping" supply despite a satisfactory production ramp-up. Supplies for the iPhone 6 and iPhone 6 Plus have remained tight since the launch of both devices last month, as new iPhone 6 orders still show a shipping estimate of 7-10 business days while the iPhone 6 Plus is still showing a shipping delay of 3-4 weeks.
Apple CEO Tim Cook commented on the balance between supply and demand for the iPhone 6 and iPhone 6 Plus during today's earnings call, stating that demand is far outstripping supply despite a satisfactory production ramp-up. Cook noted that available data makes it unclear as to when supply will catch up with demand, and that the company was "not close" to having a balance between supply and demand at the end of Q4 2014.

iphone_6_iphone_6_plus
Supplies for the iPhone 6 and iPhone 6 Plus have remained tight since the launch of both devices last month, as new iPhone 6 orders still show a shipping estimate of 7-10 business days while the iPhone 6 Plus is still showing a shipping delay of 3-4 weeks. It is worth noting that the iPhone 6 has been mostly available at Apple's own stores and other retail locations, while the iPhone 6 Plus has a constrained supply in-store.

According to a report by The Wall Street Journal, Apple delayed plans to mass produce the larger 12.9-inch iPad in order to shift its resources towards the iPhone 6 Plus as it has remained unsatisfied with the production output from its suppliers for its larger iPhone. A report from earlier this month also stated that the company is shifting its production balance towards the iPhone 6 Plus which may gradually improve its supplies of the larger phone.
Following a successful week of pre-orders, Apple today started selling its iPhone 6 and 6 Plus in China. The launch was relatively calm with hundreds of people reportedly waiting in lines at each retail store amidst strong security, according to The Wall Street Journal.
About 100 customers waited in line Friday morning outside Apple’s store in Beijing’s upscale Sanlitun shopping district, which opened its doors at 8 a.m. for buyers who had pre-ordered their new wares—the iPhone 6 and iPhone 6+. That was in part because the phone also went on sale at midnight elsewhere, including offices of China’s biggest telecom carriers.
This orderly gathering is a marked difference from some previous iPhone launches which were marred by fights and near riots by waiting mobs of mostly scalpers.

iphone6_6plus_new
Those waiting in line reportedly were interested in the bigger screen of the new iPhone with customers opting for the pricier 5.5-inch iPhone 6 Plus over the 4.7-inch iPhone 6. This preference also was apparent in pre-orders with Chinese e-commerce site Jingdong Mall (JD.com) processing more reservations for the iPhone 6 Plus.

uber_iphone_6_shanghai
As retailers handle in-store customers, car service Uber, which is known for occasionally offering delivery of offbeat items such ice cream or playtime with kittens, offered on-demand delivery of their 16 GB iPhone 6 units in Shanghai earlier today. Customers who requested the Uber service were able purchase a phone from an authorized specialist who was driven to the customer's desired location.

Beyond China, Apple this month is expanding its iPhone 6 and 6 Plus to 36 additional countries in Europe, Asia, the Middle East, Africa and Latin America. It is the company's fastest iPhone rollout ever, with a goal to launch the iPhone in 115 countries by the end of the year.
Ahead of Apple's Chinese launch of the iPhone 6 and 6 Plus later this week, Apple today confirmed the launch of its new handset models in 36 additional countries and territories by the end of October. In its fastest rollout ever, Apple expects to launch the iPhone in 115 countries by the end of the year.

iphone6-stock-photo
The next round of launches coming this month will include countries in Europe, Asia, the Middle East, Africa and Latin America.
• Friday, October 17: China, India and Monaco

• Thursday, October 23: Israel

• Friday, October 24: Czech Republic, French West Indies, Greenland, Malta, Poland, Reunion Island and South Africa

• Thursday, October 30: Bahrain and Kuwait

• Friday, October 31: Albania, Bosnia, Croatia, Estonia, Greece, Guam, Hungary, Iceland, Kosovo, Latvia, Lithuania, Macau, Macedonia, Mexico, Moldova, Montenegro, Serbia, South Korea, Romania, Slovakia, Slovenia, Ukraine and Thailand
Apple has been busy with new products this fall in a product lineup that has been described by Eddy Cue as being "the best product pipeline that I've seen in my 25 years at Apple." Apple already announced the new iPhone 6, iPhone 6 Plus and the Apple watch at a press event held last month. An upcoming October event is expected to unveil new iPad models, new iMacs and possibly new Mac minis.
Chinese mobile carriers and Chinese e-commerce site Jingdong Mall (JD.com) have processed a combined total of about 20 million pre-orders for the iPhone 6 and 6 Plus since pre-orders began on October 10, reports Tencent (Google Translate, via Digitimes).

iphone6-stock-photo
The report notes that China's three biggest carriers including China Mobile, China Unicom, and China Telecom have processed over 10 million of those pre-orders, while JD.com states that it has received 9.5 million pre-orders for both devices. JD.com specifies that 4.7 million pre-orders are for the iPhone 6, while 4.8 million pre-orders are for the iPhone 6 Plus. The figures also do not include pre-orders accepted by Apple or its over 6,000 resellers in the country.

Last Friday, it was reported that the three major Chinese carriers had taken one million iPhone 6 and 6 Plus pre-orders in the first six hours. Apple announced on September 22 that opening weekend sales for both devices topped ten million units, breaking the previous record of nine million units set by the iPhone 5s and iPhone 5c in 2013. The iPhone 6 and 6 Plus will officially be available in China this Friday, October 17.
Boost Mobile confirmed that it would begin selling the iPhone 6 and 6 Plus starting next Friday, October 17, reports CNET. The new iPhones will join the iPhone 5s and iPhone 5c in Boost's existing smartphone lineup.

Boost-Mobile
Boost Mobile, a division of Sprint, offers a no-contract prepaid service that requires users to purchase their phones at full price and pair them with prepaid mobile cellular and data plans. Unlike its competitors, Boost offers the iPhone at a discounted price, taking $100 off the full retail price of each available model. Prices start at $549 for the 16 GB iPhone 6, with the iPhone 6 Plus priced at $649 for the entry-level 16 GB model.

Boost's mobile plans include unlimited talk and texts along with data available in 1 GB, 5 GB and 10 GB allotments. From now until November 3, Boost is taking an additional $5 off the cost of its prepaid plans. Plan prices now cost $35 monthly for the 1 GB plan, $45 monthly for the mid-tier 5 GB plan and $55 monthly for the 10 GB option.

Boost joins several other prepaid carriers offering the iPhone 6 and 6 Plus. Prepaid options for the iPhone also are available from Consumer Cellular, Straight Talk, Net 10, and others.
Pre-orders for Apple's iPhone 6 and 6 Plus started today in China, with sales from the country's three carriers hitting one million units, reports Chinese publication Tencent (via Fortune). This figure includes orders processed by China's major wireless carriers and does not account for those orders accepted by Apple or the more than 6,000 resellers that also opened iPhone reservations today.

iphone6-stock-photo
While pre-orders officially began on Friday, October 10th, Chinese website JingDong started accepting iPhone 6 and 6 Plus reservations last week. In its first week, the website processed more than 9 million reservations, with the iPhone 6 and 6 Plus almost equally popular among consumers.

Apple launched its new iPhone models in September with sales reaching 10 million in the opening weekend. Demand for the new iPhone models remains strong, with Apple reportedly pushing back production of a rumored 12.9-inch iPad in order to boost the company's iPhone 6 Plus supply first.
Supply of Apple's iPhone 6 Plus may gradually improve as Apple shifts production in favor of the unexpectedly popular handset, according to upstream supply chain sources speaking to Digitimes. This claim echoes an earlier report that suggests the iPhone 6 Plus may account for up to 60 percent of total future iPhone 6 device shipments.

iphone6-stock-photo
Though the production ratio has been adjusted to meet demand for the 6 Plus, retail supply will take time to improve as component suppliers and assemblers gradually ramp up to meet this new level of production.
But most component suppliers' current inventories are not sufficient for extra iPhone 6 Plus orders, and device manufacturers also do not have sufficient production lines for related assembly. Therefore, the retail channel may need to wait a while before seeing a signifciant increase in iPhone 6 Plus supply, the sources noted.
The supply of Apple's iPhone 6 Plus has been constrained since its launch last month. The handset quickly sold out during pre-orders and has remained in short supply. The estimated online shipment time for the handset currently sits at three to four weeks with iPhone tracking websites showing little to no inventory at brick and mortar retail stores.

Real-world usage is showing strong preference for the smaller iPhone 6 model, but with availability constraints on the iPhone 6 Plus, that result is not unexpected. With an upcoming launch in China on October 17, reservations there are seeing a more even split between the two sizes.