Discussion

• @apple_tomorrow Apple Tomorrow on x

  Apple's revenue, and iPhone 12 sales show that NO ONE cares if they removed the charger. :)

• @stevesi Steven Sinofsky on x

  @neilcybart They also use Intel shipment data (clearer). Though because of Chromebook mix now that is more of a random number. Of course M1 makes that useless now too. Unless there's an Apple source, everyone is just modeling based on their own assumptions of mix/run rate off the…

• @neilcybart Neil Cybart on x

  What's the takeaway here? IDC and other industry research firms need to be ignored. Their estimates aren't accurate, as demonstrated in this thread. If their Apple estimates are off by this much, how accurate do you think their non-Apple estimates are?

• @stevesi Steven Sinofsky on x

  @neilcybart Gartner and IDC differ on Mac units by about 600K (Gartner is lower). I find the Gartner “model” to make more sense on PCs. IDC is super confusing.

• @neilcybart Neil Cybart on x

  IDC & peers rely on “proprietary” methods for deriving unit sales estimates. I've reached out to them for additional explanation. They ignore me. (Hi IDC!) My suspicion is it's a mix of customer surveying, which are useless, and calling up “friends” at mobile carriers & retailers

• @neilcybart Neil Cybart on x

  For Apple to sell 90.1M iPhones worth $65.6B of revenue, iPhone ASP needed to be $728. That's a big red flag to me. It's way too low. Apple increased iPhone pricing with the iPhone 12 starting at $799. iPhone 12 Pro goes for $999/$1,099. Apple told us iPhone 12 Pro sold very well

• @neilcybart Neil Cybart on x

  Did Apple really ship 90.1M iPhones (like IDC claims) last quarter? No. Let's take a closer look.