Some Wall Street analysts and
fans seem enthusiastic over the iPhone launch this year, citing longer lines at retail stores and delays in order shipments for the new lineup.
On Friday, Bank of America Merrill Lynch analyst Wamsi Mohan said lengthening shipment dates on retailers’ sites versus the prior year could be a positive sign for demand.
But any comparative analysis may be problematic because it fails to take account the changes in the release schedule this year.
Earlier this month, the company unveiled the iPhone 11 (the cheaper model at $699), the iPhone 11 Pro, and iPhone 11 Pro Max. The new full iPhone lineup became available for preorder on Sept. 13 and became available for sale in stores on Friday.
The timing differs from last year, when the iPhone XS and iPhone XS Max were launched on Sept. 21, and the iPhone XR (the cheaper model, at $749), came out on Oct. 26.
So as a result, any year-over-year comparisons on store traffic or even preorder sales wouldn’t be apples-to-apples.
Moreover, while Apple’s new phone models this year offer faster processors, improved camera quality, and better battery life, they look nearly identical to prior models, likely limiting upgrades this year.
Earlier this month, New Street Research analyst Pierre Ferragu said Apple will likely miss Wall Street sales estimates for this year’s holiday quarter.
“Apple is likely entering one of the weakest iPhone cycles in its history,” he said at the time.
Apple shares closed down 1.5% to $217.73 on Friday.
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