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iPhone 4S Pre-Orders Sell Out

Perhaps to no one's surprise, the just-announced iPhone 4S has been been leaping off the shelves ... in advance of it ever hitting shelves at all. In fact, as reported by numerous sources (here's the WSJ's version), the company's pre-launch inventory has all been sold — and they only started taking the orders on Friday.

41 of 327 comments (clear)

  1. Perhaps to one's surprise? by asto21 · · Score: 3, Insightful

    WTF are you even talking about? iProducts have been selling out for a while now. How is this news?

    1. Re:Perhaps to one's surprise? by Macrat · · Score: 4, Insightful

      It's a surprise to all those people who wrote articles saying that few people would by the silly "upgraded" iPhone 4S and would wait for the "revolutionary" iPhone 5.

    2. Re:Perhaps to one's surprise? by Pieroxy · · Score: 5, Insightful

      These people are stupid, and everyone knows it, maybe except themselves. The iPhone is a good platform and people having one generally like sticking with it. There is such a thing as being "good enough".

      My iPhone 3GS is showing signs of fatigue and I'm getting a 4S whenever I'll be able to get my hands on one. Because I like it. Because I like to tinker with stuff and my phone is not one of this stuff - mostly because of a lack of free time.

      So I tinker with my desktop, my servers in my 45U bay in my garage. And I have an iPhone. And I like it. Enough to buy a new one.

    3. Re:Perhaps to one's surprise? by teg · · Score: 2

      well, it is a surprise of sorts that they still haven't figured out how to make enough of them for the launch - being that the launch day is just a day they chose on a calendar at their leisure.

      Why is that a surprise? Waiting half a year while building an inventory you may sell (or not, if you release a lemon) makes much less sense than selling them as soon as you make them. Your cashflow is better and your risk smaller. Also, production is likely less optimal now than it will be in 9 months... both for the phone, and its parts.

    4. Re:Perhaps to one's surprise? by amiga3D · · Score: 5, Insightful

      This isn't the first time that industry "analysts" talked down an apple product that promptly flew off the shelves. It's pretty obvious that these guys' articles are not consulted by the customers that want these products. I still remember the dozens of articles I read about how the iPad would never sell. The dozens of articles about how zune would crush the iPod, etc., etc., etc. I read industry pundits' articles because I'm curious and like to hear peoples' opinions but I take them all with a full shaker of salt. Most of them don't really have a clue.

    5. Re:Perhaps to one's surprise? by SteveAyre · · Score: 2

      To be honest, the spec is a large jump in CPU, memory and graphics power. The camera's much better, it's double the download/upload speed and Siri is quite a significant new feature.

      The only problem is it's labelled as 4S not 5, when everyone was expecting it to be a 5. That makes them feel its an updated phone when actually it is a significant update. If they'd just launched it as the iPhone5 no-one would have been describing it as a let-down. Well, except anyone complaining that it still looked the same.

    6. Re:Perhaps to one's surprise? by Antisyzygy · · Score: 2

      This is probably due to the fact that most journalists are good with words but poor with quantitative and qualitative analysis.

      --
      That brings me to an interesting point, / . is just "the ramblings of socially-inept, technology-literate news-mongers".
    7. Re:Perhaps to one's surprise? by magamiako1 · · Score: 2

      You must not follow phone hardware all that often, but for those of us that remember and built through the desktop improvements of the early late 90s and early 2000s, the new thing right now is the "phone" and "tablet" market.

      So yes, every 1.5 years is justified for the most part, particularly as applications come out to take control of features specific to the latest device that they couldn't realize before.

      Dual cores in an iPhone? This is one of the greatest evolutions in iPhone history and will make a whole new class of applications that are must-haves (for the phone) yet won't work or work nearly as well on the older devices.

    8. Re:Perhaps to one's surprise? by Cinder6 · · Score: 2

      What about all the people with the 3G and the 3GS? For them, it is a huge upgrade. A friend of mine is still on an old 3G, and the thing is nearly unusable with iOS 4. He had to disable a bunch of stuff, like location services, to make it tolerable. For him, the 4S is a perfect, and logical upgrade. For me with my 4, it doesn't make sense, and so I won't get it unless I can get one at a full discount.

      That said, iPhone 4s (plural, not 4S) start at $230 used on eBay, with the next auction at the time of this writing ending at $350. If you can get a full discount, just unlock and sell your old one and make some money, and still get the new one.

      --
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    9. Re:Perhaps to one's surprise? by SteeldrivingJon · · Score: 2

      *Lots* of people, like me, have an iPhone 3GS, and the 4S is an ample upgrade from that.

      I bought it a few months before the iPhone 4 came out, so I wasn't eligible to upgrade to the 4. But I'm eligible now, so I'm getting a new phone. Not sure what I'll do with the GS. Maybe I'll get the battery replaced and keep it as a spare. Or as an old-hardware test platform for apps. Maybe I'll recycle it. Or give it away.

      --
      September 2011: Looking for Cocoa/iOS work in Boston area Cocoa Programmer Quincy, MA
    10. Re:Perhaps to one's surprise? by gordo3000 · · Score: 2

      are you stuck thinking everyone with an iphone is on an iphone 4? my wife have an iphone 3g (no "s") and it lags so severely on iOS 4 she couldn't upgrade. This means an entire class of apps are out of reach adn the usability of the product is impaired (even if she upgrades to iOS 4, it's bad from a speed perspective). Just like computers, new apps and hardware make a new phone worthwhile. your windows 95 box can still surf the web, check email, etc. why not stick with it?

    11. Re:Perhaps to one's surprise? by mrxak · · Score: 2

      Tim Cook believes that inventory is evil, and for good reason. You have to pay money to keep those warehouses going, and meanwhile the stuff inside is losing value anyway. Ever since he started managing Apple's supply chains, and no doubt this will continue through his tenure as CEO, Apple runs a lean ship. Still, I think when the numbers come out, it'll be clear Apple sold a lot of phones, above and beyond any other phone's rollout stockpile, and this was not just some marketing gimmick of reduced supplies to hype the demand. Apple did stockpile more phones than the last time around, yet they still sold out like crazy. I'm sure if there was any possible way for Apple to make more of them faster, they would be doing just that.

  2. Who is "one one"? by afabbro · · Score: 4, Insightful

    Perhaps to one one's surprise

    Slashdot, please get rid of rubbish like 'timothy' and hire editors.

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    1. Re:Who is "one one"? by drmitch · · Score: 3, Insightful

      "has been been"

    2. Re:Who is "one one"? by St.Creed · · Score: 3, Insightful

      Bonus points for ironic use of anonymous cowards anonimity to post this.

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  3. Maybe on purpose? by LynnwoodRooster · · Score: 3, Insightful

    Has anyone thought that maybe Apple purposefully restricts inventory at release, thereby driving demand faster to "get in first", and also to build hype about how it sells out? Knowing what is coming, and that you'll sell millions per month after initial release, it shouldn't be such a big logistical issue to make 10 million for initial release, versus 7 million. But then, you lose the power of the marketing line "we've sold out already!" to continue driving demand...

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    1. Re:Maybe on purpose? by ColdWetDog · · Score: 4, Insightful

      Or maybe is a complicated dance between getting the manufacturer to make x million in a certain time without any significant leakage of the product's specks or design. While Apple kept the idea of a modestly improved iPhone 4 pretty close to the chest (everybody was yapping about the magical iPhone 5 and a 'cheap' iPhone), they can't do it forever. They had to package and ship everything somewhere. They had to organize the event. Maybe they would have liked x + y million but just settled on what they could get.

      Don't forget, these are complex little devices and not all that easy to manufacture in quantity.

      Really no need to get all wrapped up in your tin foil - it works better without all the creases anyway.

      --
      Faster! Faster! Faster would be better!
    2. Re:Maybe on purpose? by mrbrown1602 · · Score: 3, Insightful

      Or you could manufacture hundreds of thousands, or perhaps even millions of them, ship them to stores, and not sell more than a few hundred or thousand (Samsung? HP?).

    3. Re:Maybe on purpose? by aiken_d · · Score: 5, Insightful

      Ah, the old "scarcity conspiracy" theory. It wouldn't be Slashdot without it. It's like the flat-earth version of marketing.

      Apple may know that they are going to sell out, but I guarantee you there is no way in hell that they are better off selling fewer phones than they would be selling more. Maybe someone, somewhere who wouldn't have otherwise bought an iPhone in January will now do so after remembering a shortage and thinking that signals a superior product. But thousands of times more people (which is to say, thousands of people) will go to a store with the intent of buying an iPhone and end up buying something else when their first choice isn't available. And those are customers Apple will lose for at least a year.

      Apple would rather satisfy every drop of demand at launch. Because they've decided to launch knowing they can't doesn't mean they want shortages, it just means they're better off launching today with shortages than in November (or December) with enough stock.

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    4. Re:Maybe on purpose? by Moridineas · · Score: 2

      While Apple kept the idea of a modestly improved iPhone 4 pretty close to the chest (everybody was yapping about the magical iPhone 5 and a 'cheap' iPhone), they can't do it forever.

      That's actually not true in the slightest. The rumor sites had universally nixed the idea of an iPhone5 by the time of the announcements (or at least said, it's possible that there will be an iPhone5, but we have absolutely no evidence for it at all). The 'cheap' iPhone is the 8gb iphone4 (and the 'free' 3gs). Siri/personal assistant feature had been leaked. Upgraded camera had been leaked. I don't think there was a single unanticipated thing in the announcement beyond the odd "mail a postcard" feature and the existence of a "Where are my Friends?" app.

    5. Re:Maybe on purpose? by gnasher719 · · Score: 2

      Apple was heavily rumored to have hired people to stand in line during the first releases of the iPhone to increase the hype.

      If that had happened, some of the hired people would have talked, and this thing would have _so_ backfired. Of course you can feel free to believe that Apple would employ dishonest PR tricks, but this would be both dishonest and stupid, and Apple doesn't do "stupid".

    6. Re:Maybe on purpose? by DinDaddy · · Score: 2

      will go to a store with the intent of buying an iPhone and end up buying something else when their first choice isn't available. And those are customers Apple will lose for at least a year.

      I agree the shortage is not "planned", but can't imagine what you say here is true. I think the number of people who go to a store intending to buy an iphone during the launch period, and find it out of stock and buy a competitor is probably pretty small. Most will just wait the week or two.

  4. Shortage vs. Price by Ichijo · · Score: 3

    If they had sold them on eBay, they wouldn't have run out.

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  5. Not Surprised by Pirow · · Score: 2

    I currently work in a call centre for a mobile operator that has around 45% of the UKs iPhone customers (should be easy enough to work out who!), I've been speaking to people on a daily basis for months who have enquired about pre-ordering whatever the next iPhone turned out to be. The stats are a big anti-climax, but since the announcement I've been speaking to plenty of people who are upset that we're not taking pre-orders and are threatening to go to the competition.

    Sure the majority of tech savvy people are disappointed with the 4S announcement and were expecting something more, but the majority of iPhone users I've spoken to about it (taking at least 30 calls a day) want one and are returning orders or putting off upgrading in the hopes of getting one, my colleagues have been experiencing the same.

    The average slashdot user wont see what the big deal about the 4S is, most of our friends and colleagues wont either, but your average consumer who's been waiting for the latest iGadget is still going to lap it up, it's new, it's shiny, it's expensive and it's Apple so it MUST be the best!

    1. Re:Not Surprised by Pirow · · Score: 2

      Yeah, pretty much although it wont be hard to get around (just find somebody with an unregistered PAYG SIM that's been used at least a month ago). Until stock settles down it'll be for existing customers only, existing customers are called as anybody who has had an O2 phone, dongle or home broadband for at least month before the 4th of October.

  6. Re:Have mobile providers have faked a sell out ? by Lunix+Nutcase · · Score: 2, Insightful

    I've spoken to dozens of people in my office and they all say they haven't placed a pre-order and are not interested in the 4S at all.

    Wow...that's like....EVERYONE!

  7. Don't understand the iPhone 4S negativity by Anonymous Coward · · Score: 2, Insightful

    I'm a pleased Nexus S owner myself, but I don't understand all the negativity directed toward the iPhone 4S. It has the same simplicity and UI that people seem to love, along with nifty new software like Siri. People have rarely bought iPhone for its gaudy specs anyway, but even if they did, Apple gave it a good state-of-the-art dual-core processor, good GPU, and 1GB of RAM. Sounds very solid and competitive to me - what's bad about that? They didn't change the exterior or the name? So what?

    The only glaringly obvious omission seems to be sticking with 3G instead of adding LTE or HSPA+ support. But, that's not really unexpected, given Apple's history of waiting for greater adoption of 3G before making the 3G iPhone, and tendency to favor battery life with their engineering decisions.

    So, why so negative? It just sounds like some of the same old "No wireless. Less space than a nomad. Lame." cynicism. It's a good product. It is not a surprise at all that people like it!

    1. Re:Don't understand the iPhone 4S negativity by TheGreek · · Score: 2

      The only glaringly obvious omission seems to be sticking with 3G instead of adding LTE or HSPA+ support.

      Current LTE chipsets are too bulky and use too much power. It also has HSPA+.

  8. I love America by xstonedogx · · Score: 2

    You're very clever, young man, very clever. But it's conspiracies all the way down!

  9. pundits by feldsteins · · Score: 4, Insightful

    Many tech pundits should be surprised. They were so busy writing about what a disappointment iPhone 4S was that they neglected to notice the fact that preorders sold out in one day.

    --
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    1. Re:pundits by Pollardito · · Score: 2, Insightful

      To be fair they wrote their reviews before Steve Jobs died and stirred up a mass hysteria over all things Apple, and definitely before preorders opened. Or are you telling me that you don't think that 10,000 articles about Apple nostalgia wouldn't drive up sales?

    2. Re:pundits by CheerfulMacFanboy · · Score: 2

      To be fair they wrote their reviews before Steve Jobs died and stirred up a mass hysteria over all things Apple, and definitely before preorders opened. Or are you telling me that you don't think that 10,000 articles about Apple nostalgia wouldn't drive up sales?

      No, but I fully expected that people like you would find some lame excuse when the iPhone 4s would sell well.

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      Fandroids hate facts.
  10. Headlines if they did NOT sell out: by Sebastopol · · Score: 3, Insightful

    "Consumers sour on Apple: Unsuccessful launch leads to glut of 4S supply"

    "Apple i4S a flop"

    "Apple at the end of its line? i4s overstock causes book to bill ratios to drop in Q1'12"

    "Apple has lost its spark: failure to sell out like other products proves i4s is a failure: stock down 20% on concerns of apple's future"

    And so on...

    its a lose lose.

    --
    https://www.accountkiller.com/removal-requested
  11. Re:Interesting by gnasher719 · · Score: 2

    I'm not sure if Google and Samsung were being overly sensitive or if Apple was being callous.

    Call me a cynic, but...

    If Apple had asked Steve Jobs whether to delay the release of the iPhone 4S, what would he have said? "No way!". If Google and Samsung had asked Steve Jobs whether to delay the release of their next phone, what would he have said? "Of course, for at least two years!".

    Seriously, nobody thinks that Steve Jobs would have wanted them to delay anything, so I don't think anything was delayed out of sensitivity.

  12. Apple Always Screws Up the Supply Chain by Doc+Ruby · · Score: 3, Interesting

    Whenever Apple introduces a new model or product, there's never enough to meet demand. To fans, that must look like quite a desirable achievement, and why not? Selling out seems the definition of maximum success.

    But why doesn't Apple just make more? They aren't making the maximum amount. They're leaving some customers with money and no satisfaction. What Apple does is underestimate the needs of their customers. And is encouraged by all the PR from the "selling out - maximum success" fallacy.

    Since the 1980s Apple has been scaring businesses away from using their products for this very reason. Which business wants to depend on PCs for every one of 150 people quickly hired in Q4, but then those amazing Macs just aren't available? Who cares how good they are when you can't get them? This is not some speculative argument. I worked for Northern Telecom in the mid 1990s, when it was (famously) Apple's biggest customer. I was part of an R&D group that was in the debate there to drop Apple for Microsoft (and, I think, HP) instead. The reason was the undependable Apple supply chain. The risk (that often came true) of no PC on the desks of new hires was a constant roadblock there. And this was a company very well dedicated to Apple, in public and in capital investments. They dropped Apple.

    So long as Apple keeps having this problem, and keeps treating it like a triumph, Apple will continue to be ignored by serious businesses.

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    1. Re:Apple Always Screws Up the Supply Chain by Doc+Ruby · · Score: 2

      Plenty of other consumer products vendors handle this kind of problem without a hitch. Sony comes to mind.

      It's not easy. But that's why they make the big bucks.

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      --
      make install -not war

    2. Re:Apple Always Screws Up the Supply Chain by Antisyzygy · · Score: 4, Interesting

      The problem is that Apple makes their products seem scarce artificially. They have tried to seem like a small "for the consumer" company, they try to seem like they cater to their "elite" customers whims, they have a reputation for producing products for the wealthier, their advertising tends to portray Mac users as some kind of savvy elite class, and then even though they know their products routinely sell out, they don't even bother to try and get production up so it will accommodate demand. Im sorry, but Apple products are over-priced for what their actual costs are. Apple has the highest profit margin of any company because it doesn't sell its stuff cheaply, and it does so by over-limiting supply and over-inflating demand.

      --
      That brings me to an interesting point, / . is just "the ramblings of socially-inept, technology-literate news-mongers".
    3. Re:Apple Always Screws Up the Supply Chain by aiken_d · · Score: 3, Insightful

      Well, you're pretty sure of yourself. So please let me know if you ever get a job in operations so I can short your company's stock.

      Sales projections for devices like iPhones tend to spike at the introduction, curve down, then level out. It would be insane to gear up for production at peak demand levels, because some or most of it would be idled as demand dwindles after the big launch. Companies address this by estimating average demand over a 6 or 12 month period, estimating initial demand, starting production early and stockpiling inventory, and then adjusting production volume based on actual demand.

      And I guess you're calling the 7% of for fortune 500 that don't have official iPhone programs the serious ones? The other 465 of them are stupid amateurs who know better?

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    4. Re:Apple Always Screws Up the Supply Chain by enkidu · · Score: 2

      Uh, you're comparing Apple's totally fucked up product line-up, supply chain, and operations from the 1980's when they were hemorraging money like a stuck pig to the problems they're having meeting unprecedented demand right now? Are you kidding me? Apple's supply chain management and operations are why they have margins way above any other PC or tablet manufacturer. And despite those margins, other makers can't sell similar devices without taking a loss.

      Yes, Apple has had trouble keeping the pipeline filled, but that's because of absolutely unprecedented demand. Do you remember the problems Nintendo had producing the Wii? The Wii doesn't even come with a cutting edge screen, yet for more the a year Nintendo couldn't meet demand. It took more than a year to increase production from 1.8M to 2.4M. And this for a device which has only 1 constraining component: the CPU+graphics chips. Apple managed to meet iPad demand less than 6 months after the introduction, and even faster for the iPad 2 despite demand being greater than 4M/month. This with a device that has 3 constraining components: memory, display, and cpu+graphics chips. Apple has gone from 0% market share to 5% total market share in worldwide phones in a little over 4 years. Remember the shit Motorola took for being unable to meed RAZR demand for months? And Motorola's been making cell phones since cells phones existed. Every company I've seen that has had a crazy popular hit has trouble meeting demand. Some take a year or more to catch up. Apple takes a couple of months at most.

      Right, ignored by "serious business". got any proof of that? Why would Apple care? They're growing at 6x the rate of the rest of the computing industry. Stop living in the past and look at the present.

      --

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  13. Re:Buzz by SteeldrivingJon · · Score: 2

    Channel stuffing isn't when the phones go from the factory in Shanghai directly to the buyer via FedEx. There's no channel being stuffed there. FedEx isn't the channel. The channel is retailers and distributors.

    Channel stuffing would be dumping truckloads of iPhones on Best Buy and Radio Shack and AT&T and Verizon stores, in quantities far exceeding any known demand.

    --
    September 2011: Looking for Cocoa/iOS work in Boston area Cocoa Programmer Quincy, MA
  14. Re:Buzz by MachineShedFred · · Score: 2

    Channel stuffing... like when we hear about hundreds of thousands of Blackberry PlayBooks being shipped, but don't see anyone actually using one?

    Or rather when we hear about hundreds of thousands of Windows Phone 7 shipments, but have never seen one in use?

    etc. etc. These are pre-orders from people with credit card numbers. Not Motorola bloviating about how many Xooms they've sent to Best Buy. These are actual sales.

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