iPhone 4S delay caused smartphone sales slump says analyst

iPhone 4S delay caused smartphone sales slump says analystA remarkable thing has happened in the US smartphone market: for the first time since smartphones emerged, quarterly unit sales have actually dropped.

And the reason? Simply this – everyone was waiting for the new iPhone to launch.

It's quite some claim that never mind the arrival of a new handset taking sales away from rival devices, but the non-arrival having that effect too.

Yet analysts such as Morgan Keegan's Tim McCourt are claiming that the whole market slowed down over Q3 as smartphone buyers, who had been expecting a summer launch for the new iPhone, basically stopped buying phones until the new Apple handset did eventually touch down after the end of the quarter.

He said that painted an “ominous” picture for Android given just how many new Android handsets launched over the quarter.

The same reason is also given for Apple's slightly softer-than-expected earnings figures announced last week – a theory that seems to hold true when you consider the iPhone 4S has sold in record numbers now that it is finally available.

It does serve as a timely reminder that while Android now holds the upper hand in the smartphone OS stakes, when it comes to individual handsets nothing comes close to the market-altering power the iPhone commands.

Via PCMag

Read more about: Apple iPhone 4SAndroidiOS

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6 comments

JanSt / MOD  Oct. 25, 2011 at 14:05

Makes some sense. THOUGH, I didn't know the iPhone 4S was a smartphone? :p

matt101101 / MOD  Oct. 25, 2011 at 14:24

How're you defining "smartphone"? I'd say the iPhone, pre-app store, wasn't a smartphone, it was a web phone, but now I'd say it counted as "smart".

CTPAHHIK  Oct. 25, 2011 at 15:10

Very true, I was waiting for iPhone releases to decide whether to go with it or another Android device. Since Apple disappointed I got another Android.

matt101101 / MOD  Oct. 25, 2011 at 15:18

On the other hand, Q4 sales, even taking into account the Xmas high, will probably make up for the slump in Q3. Remember, 4 million iPhone 4S' were sold over the weekend of release...

JanSt / MOD  Oct. 25, 2011 at 15:50

of course, matt... I was kidding - though, yep, pre-aPPSTORE/MULTITASK/COPYPASTE...NO SMARTS.

sibeer  Oct. 25, 2011 at 16:17

The new iPhone is the benchmark by which the others are judged. No point spending big only to find out a few weeks later you could have had better for your cash. If they had detailed the 4S early summer as they had with the iPhone 4 they would not have created the limbo for Q3. Staggering when you consider how many good/hyped phones came out in that period. Pretty sure the lacklustre release will help other sales as much as there own.

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