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Apple (AAPL +3.2%) roundup: 1) iPhone 5 shipping times have dropped to just 1 week after falling...

Apple (AAPL +3.2%) roundup: 1) iPhone 5 shipping times have dropped to just 1 week after falling to 2 weeks a few days ago. 2) Apple has bought the trademark for "Lightning" from Harley-Davidson (HOG). 3) Apple, which has made clear its interest in lowering its dependence on Samsung, has reportedly dropped Samsung as an iPad/MacBook battery supplier in favor of Chinese firms Amperex and Tianjin Lishen.
Comments (67)
  • Why is this good news? times have dropped maybe because demand is dropping not cause supply has increased.
    26 Nov 2012, 05:12 PM Reply Like
  • Clayton - Could be, but I based on what I see and hear about iP5 sales I think it was a supply problem.
    26 Nov 2012, 05:15 PM Reply Like
  • Blah blah blah. Same old tired argument.

     

    It's demand and supply coming to an equilibrium. We go over this with every damn product.
    26 Nov 2012, 05:37 PM Reply Like
  • Are you suggesting that as supply for iP5 increases, demand increases?

     

    Is this how consumers really think and behave?
    26 Nov 2012, 05:37 PM Reply Like
  • It's just no win with those that don't want to believe ... (I'm not saying you should invest/trade APPL on blind faith - do your homework. But goodness, look at the facts with the proper prescription in your glasses!)

     

    If there is a lead time they say Apple is losing customers to in stock Samsung/Amazon/B&N... brand products, can't control manufacturing, has yield problems, and they are not really shipping.

     

    If there is stock they say Apple doesn't have enough demand or customers, inventories are growing, wrong mix of products, pricing is too high, etc.

     

    How about .. "Apple has just launched three new products in each of it's product lines simultaneously and is matching supply to the extraordinary customer demand. They sold millions of devices over the respective launch weekends. Apple has pulled off in one month product launches and supply balancing that would take their competitors a quarter or half a year to do - and all the while they have completely satisfied their customers and accelerated the Apple buzz entering into the all important holiday shopping season." (OK I exaggerate - the Mac sales were not millions of devices on launch weekend - iPhone and iPad were but Mac was "only" 100's of thousands in the first weeks after launch - Apple is the _only_ PC vendor to grow unit sales over the past year.)

     

    And don't forget the tale of two stores in one Mall on Black Friday. This is why I'm very optimistic about this quarter at Apple: http://cnet.co/TpQBjc
    26 Nov 2012, 05:42 PM Reply Like
  • When it comes to Apple, its always bad news. If phones are out of stock, it's supply problems, if they are in stock it means there is no demand. It's like a broken record.
    26 Nov 2012, 06:10 PM Reply Like
  • Maybe it is time for you to stop badmouthing apple. Maybe you can turn your guns against samsung before it is too late.
    26 Nov 2012, 06:40 PM Reply Like
  • Samsung must be in deep trouble since there's no wait for their products at all.
    26 Nov 2012, 08:31 PM Reply Like
  • From all the news that seems be coming out lately, if Apple can make 'em, they can sell 'em. That is a VERY nice position to be in for any corporation.

     

    We will all know how this story will play out in Mid-January when Apple reports its holiday quarter earnings & revenues. I think it will be a blow-out quarter. However, if it is, I wonder how many of these "Apple Haters" (like Clayton Rulli above) will have the guts to post on here that they were wrong? Most probably still won't buy into the story - even then. Sad.
    26 Nov 2012, 08:56 PM Reply Like
  • Not only is there no wait, you can pick up a Galaxy S3 on Amazon for $59... not exactly a sign of a high demand product.

     

    My guess is there are a lot of S3s piled up in warehouses after Samsung stuffed the channels so they could beat the iPhone 4S last quarter.
    26 Nov 2012, 09:45 PM Reply Like
  • Yes. If you have to wait 3 to 4 weeks you are less likely to buy a phone than if you can get one right away.
    26 Nov 2012, 10:32 PM Reply Like
  • yes, of course sales increase as supply increases up to the point of meeting demand. the early iP5 manufacturing problems and supply issues have been widely reported.
    so yes, i would say this is good news for Apple. that supply is coming up just before Christmas.
    27 Nov 2012, 12:53 AM Reply Like
  • Could be they now have the supply problem fixed. Just purchased 4 at Verizon Friday & they had stock. As about sales in N. Dallas, was told they had received all their BOs & sales of Iphone5 were unbelievable. Their store was receiving 1800 for next weeks sales & expected to receive a like amount thru Christmas. Double what they did last year in Nov & Dec. I am long Apple @ long Apple calls in Feb 2013. Expect to have M Christmas & better New Year.
    27 Nov 2012, 01:45 AM Reply Like
  • This doesn't appear to be presented as "good" or "bad" news, just news.
    27 Nov 2012, 02:20 AM Reply Like
  • One of the Apple stores was loaded with customers a week ago!
    27 Nov 2012, 02:23 AM Reply Like
  • I have a friend who works in the London Apple store and he tells me that he has never know it to be busier and that includes last year's holiday season.

     

    Apple are in the middle of their biggest quarter ever, make no mistake!
    26 Nov 2012, 05:18 PM Reply Like
  • And all this in the midst of an austerity program going on in England.
    26 Nov 2012, 07:15 PM Reply Like
  • Good luck trying to drop samsung again.
    26 Nov 2012, 05:35 PM Reply Like
  • Indeed, Apple is making decisions not solely on what will make for the best product. I've never seen that end well before, but if any company could prove the exception it would be Apple I suppose.
    26 Nov 2012, 05:42 PM Reply Like
  • Already dropped them on many displays. Haven't done it on processors yet but it is only a matter of time. Apple has protected itself contractually.

     

    Samsung will lose this business. Still, at the end of the day when the legal shoes drop and Samsung pays up it still may have been worth the cost (legal damages and lost business on components from Apple) if their theft allowed them to get a firm foothold in the top end smart phone business.
    26 Nov 2012, 05:51 PM Reply Like
  • I have a friend in china who says samsung venders over there are terminating supply contracts.
    26 Nov 2012, 06:42 PM Reply Like
  • Hey chop chop, are you still here? Samsung is a thief and about to get popped again when the judge adds the Galaxy 111 to the suit.
    26 Nov 2012, 06:53 PM Reply Like
  • lol..... too bad every court outside of the US feels differently...

     

    By the time Galaxy III gets added to the suit it will 1) have been thrown out and 2) will be irrelevant to Samsung's next smartphone iteration

     

    The only reason I own AAPL is for lemmings like you. Please go out and make me some money this season by stocking up on every IProduct you can afford.
    26 Nov 2012, 08:03 PM Reply Like
  • Apple is suffering badly ....

     

    http://bit.ly/QmpR2q
    26 Nov 2012, 08:29 PM Reply Like
  • We don't know that this "report" is even true. The last two reports on displays and the processor price increase turned out to be BS. An earlier "report" on this item claimed Samdung is terminating their contract.

     

    90% of Apple rumors turn out to be smoke. Just like chop chop.
    26 Nov 2012, 08:36 PM Reply Like
  • It certainly wasn't BS when AAPL ran into quality issues while trying to get away from Samsung as a supplier over the last several months.

     

    Maybe you think it's BS, wearing those AAPL-tinted sunglasses, gensearch.

     

    Are you and rocback both AAPL employees?
    26 Nov 2012, 08:45 PM Reply Like
  • nice report gensearch2, I assume that's based upon October earnings reports, eh?
    26 Nov 2012, 10:12 PM Reply Like
  • Hasn't gotten popped so far, except for the US because of a jury that made so many missteps, Samsung lawyers are going to have a field day at the appeal

     

    http://on.wsj.com/UoOQCL

     

    “Typically, this type of lawsuit in the U.S. takes so long that by the time anything can be done, the products in question are old and irrelevant,” said Mark Newman, senior analyst at Sanford Bernstein in Hong Kong. “The earlier case in California, where Samsung was fined $1.05 billion is really an anomaly. Analyzing other cases across the globe, Apple hasn’t really received much success—they have had a few embarrassing results, particularly in the U.K and South Korea.”
    26 Nov 2012, 10:27 PM Reply Like
  • Those "quality" issues were gross exaggerations; like all other "issues" they've turned into vapor. Purple haze was a bunch of BS. Consumer Reports showed that was BS and they're certainly not known to be pro-Apple.
    26 Nov 2012, 10:34 PM Reply Like
  • Samsung is like the guy in Times Sq Who sells you a "Rolex" watch for $10.
    26 Nov 2012, 10:34 PM Reply Like
  • October 2011 to September 2012
    26 Nov 2012, 10:35 PM Reply Like
  • Actually, several courts have found Samsung guilty of stealing Apples patents. 4 more to be exact. In addition, the ITC (International Trade Commission) found Samsung guilty of infringing on Apples patent. The judge found Samsung infringed on 4 Apple patents. Here is the judgement if you dont believe me:

     

    http://1.usa.gov/SpPRID
    26 Nov 2012, 10:42 PM Reply Like
  • I particularly enjoyed the UK ruling ... where the judge ruled that Samdung products couldn't possibly be confused with an Apple product because Samdung was ... dung. That was embarrassing.

     

    In SK, it was a wash. It doesn't make any difference anyway as South Koreans are nationalist in their purchasing.
    26 Nov 2012, 10:42 PM Reply Like
  • Actually, several courts have found Samsung guilty of stealing Apples patents. 4 more to be exact. In addition, the ITC (International Trade Commission) found Samsung guilty of infringing on Apples patent. The judge found Samsung infringed on 4 Apple patents. Here is the judgement if you dont believe me:

     

    http://1.usa.gov/SpPRID
    26 Nov 2012, 10:44 PM Reply Like
  • hey chopchop, today, yet another plaintiff sued Samsung for patent infringement. Ericson sued Samsung today for stealing its patents. Your employers is being branded a thief by more companies everyday.
    27 Nov 2012, 12:08 PM Reply Like
  • Wouldn't want to be in Samsung's shoes.

     

    They are losing a ton of business, and there is no way they are making money on the Galaxy III, with all the ads and deals. Plus the legal damages will cause them to be in MAJOR pain.

     

    Apple on the other hand is selling stuff like there is no tomorrow. Apple is holding all the cards. The Apple store in Chicago was so crowded there was a line just to get in, and the products rolling out the door had to seen to be believed. This will be a MASSIVE quarter for Apple.
    26 Nov 2012, 06:36 PM Reply Like
  • I agree that this could be a MASSIVE quarter for Apple. However, I think it's a mistake to assume Samsung is in any kind of trouble. Samsung will survive and probably even thrive because there is always room for the cheap imitations. Kind of like Sony and Samsung 20 years ago and like Kia to Toyota today.

     

    Apple will thrive and Samsung will thrive. The major difference is that the pressure is always going to be on Apple to innovate new products. Samsung only has to copy new ideas and that's always easier - unless they get sued again. LOL
    26 Nov 2012, 09:02 PM Reply Like
  • If samsung copies everything, why doesn't the new IPhone have face unlock or a smart screen?
    26 Nov 2012, 09:24 PM Reply Like
  • That could explain why Android doesn't show up much on web access or mobile purchasing ... Samsung owners don't know how to unlock their phones.
    26 Nov 2012, 10:45 PM Reply Like
  • I'm quite appreciative of your thinking. There is growing evidence that Android users don't actually use their smartphones and tablets. It's been a major puzzle what they hell are they doing with the stuff they buy.

     

    I have an acquaintance who bought a Droid and I know all he does with it is make [and receive] phone calls. I had to show him how to get to the Play Store, but he wasn't interested in any apps. He wasn't interested in music, or photos, or games. All he knew how to do was change his ring tone. I'm not even sure why he didn't just get a damn trak phone. But he was happy he spent less money than had he bought an iPhone. In some respect I was happy for him also.

     

    I'm beginning to wonder whether he's the typical Android user.
    26 Nov 2012, 11:02 PM Reply Like
  • I think what is happening here is that iOS targets just a single demographic that wants to do a lot with their phones, while Android hits every price point, including for people like your acquaintance.

     

    You end up having people using a GS III with the latest android software along with people using a basic phone with android because that is what they got for free from their carrier.
    26 Nov 2012, 11:31 PM Reply Like
  • According to the major carriers, over the quarter (which included only 10 days of iPhone 5 sales), 55% of smartphone purchases in the US were Apple iPhones. That's considerably bigger than 'one demographic'.
    27 Nov 2012, 12:10 AM Reply Like
  • The Droid wasn't cheap. When you consider all the money spent on the data service and the residual values on the phones, the difference in price is insignificant. Ignoring the larger cost factors he said he "saved" $50. IMO, he wasted a lot more than that by getting a smartphone to begin with.

     

    I picked out a Galaxy III for my wife because of the larger display. I spent a weekend with it and found it to be more annoying than user friendly. I'm well above average when it comes to technical and I spent 3 hours trying to get the damn thing to sync with iTunes. If you Google you'll find it's a common problem to even get it to sync; the default "solution" is to use a different media player and sync with that. I'm not interested in spending 3 or more hours of my time to get a smartphone to do what my wife wants it to do.

     

    If someone wants to buy a Galaxy that's fine. If someone wants a Blackberry that's fine. From reading Android blogs and threads those people seem to care as much or more what other people are using then what they're doing.

     

    I have as much interest in telling people what phone they should buy as I do in telling someone what kind of car or what kind of bread they should buy.

     

    Your argument also breaks down when you look at tablets. Usage is dominated by iOS and it's not just fractionally larger, it's a lot larger. The Barnes and Noble tablet sees higher usage than the Kindle Fire or Nexus tablet. It looks like the Kindle Fire is being used as a paper weight.
    27 Nov 2012, 08:52 AM Reply Like
  • I live north of Chicago and was at the Walmart this weekend. They were selling Samsung S3 for $1 with a 2 year contract! Pretty sad when you have to practically give away your phones to get sales......
    27 Nov 2012, 08:57 AM Reply Like
  • The IPhone 4 is free after contract.... sad, huh?

     

    As for using Itunes, that's precisely why I like my droid. No need to install Itunes on anything I use. I can literally plug my device into any computer and drag and drop as I please. I also like the available of extra storage via microSD as I enjoy taking lots of videos/pics with my phone.

     

    The IPhone is great if you have bought into that system. For those of us who prefer a bit more freedom, Android is the way to go. I've always been a fan of Amazon's MP3 store thanks to their lack of DRM (Itunes had that forever until recently) and the app works great on my android tablet and phone.
    27 Nov 2012, 09:13 AM Reply Like
  • Chopchop, Samsung was sued again TODAY by Ericson for stealing its patents. Seems like Samsung's modus operendi. These Koreans are thiefs.
    27 Nov 2012, 12:11 PM Reply Like
  • >>> The IPhone 4 is free after contract.... sad, huh? <<<

     

    Sad that Apple's 2+ year old iPhone 4 is selling for the same price as Samsung's flagship phone released 3 months ago? From who's perspective?

     

    >>> The IPhone is great if you have bought into that system. For those of us who prefer a bit more freedom, Android is the way to go. <<<

     

    This is in a nutshell the big selling point of Android, it's why the Nexus is so popular, Android is hackable and Nexus is king of hackability. Three of the top 5 paid apps in Google Play are rootkits or file system tools. To the other 80-90% of the planet who don't like to tear apart their OS, this is a non-feature.

     

    For the rest of the world, the fact that the volume of Android is growing fast should be alarming.

     

    >>>>>&g...
    Indeed. The firm found almost 13,000 distinct types of mobile-targeting malware — which is a huge jump from last year, when the threats numbered less than 2,000 — and practically all of those are geared toward the Android OS. “Android malware shows no signs of slowing down, putting users on high alert,” warned McAfee. - http://tchno.be/TkYD9n
    <<<<<&l...

     

    I'll let you do the research on iOS malware, I could post a number, but it's so small you wouldn't believe it anyhow. Essentially Android is the spiritual successor to Windows. Everything people like about Windows on the desktop Android has on the phone/ tablet. Everything people hate about Windows.... is there in spades.
    27 Nov 2012, 06:23 PM Reply Like
  • I notice how you left the issue of OS/app stability out of your discussion

     

    http://onforb.es/ACB0T2

     

    Malware is the biggest issue on older Android OS's. iOS isn't spared from malware either:

     

    http://cnet.co/118snM9
    27 Nov 2012, 08:53 PM Reply Like
  • Funny how your article neglects to mention how "infrequent" iOS malware is other than a vague "Even though malware is increasing in iOS, it still remains relatively low compared with other operating systems."

     

    My understanding is there has been exactly ONE trojan on iOS and no other forms of malware in the wild (though I'm certain it's possible to attack an individual phone), the rogue iOS app was yanked from the Apple store and never seen again. The ratio is 13:000:1; essentially "Mobile Malware" really means "Android Malware".

     

    Here's Kaspersky in May "Our experience tells us that in the near future, perhaps in a year or so, we will see the _first_ malware targeting iOS,"

     

    http://huff.to/SOjPo3
    27 Nov 2012, 09:48 PM Reply Like
  • I think you may have a biased perspective. I mostly know engineers and we mostly have Android phones, and trust me, we do more than change our ring tones!
    28 Nov 2012, 09:21 AM Reply Like
  • "I think you may have a biased perspective. I mostly know engineers and we mostly have Android phones, "

     

    Most of the engineers and IT guys I know have Android phones as well. Yet almost everyone else I know who has a smart phone has an iPhone. Using the cold hard logic of the engineer, what does this suggest to you?
    28 Nov 2012, 10:45 AM Reply Like
  • Engineers are some of the smartest people around. It suggests that people who want an easy, shiny gadget buy IPhones and people who want something more robust and feature-rich go with Androids
    28 Nov 2012, 11:33 AM Reply Like
  • And sticking with your logic, chopchop, assuming your conclusion is right, which would you think would be the better bet in the marketplace? The easy to use shiny gadget maybe? See, lots of folks arguing about features and configurations and customization forget that what we are talking about here is market driven. The user satisfaction figures and online usage stats clearly suggest that most people want a product that is easy and fun to use out of the box. Apple seems to get this while time and time again other companies which make clumsy substitutes forget this. Simplicity in form and function is key. There is a reason consumers have beaten a path to Apple's door. As an Apple investor, it doesn't bother me in the least to hear an engineer talk about why all his friends like another product.
    28 Nov 2012, 04:34 PM Reply Like
  • Me either. I've said it before and I'll say it again: From my perspective, the only Apple product worth owning is the stock.

     

    They are master marketers and product designers and it's amazing how much of a following they've managed to create and how much people are willing to spend on their products despite their limitations and closed eco-system.

     

    For the more tech-y people like myself, we prefer other platforms to iOS/OSX. It's ironic that at one point, Apple was the niche company/product back in the 80s/90s, and now they are the mainstream force to be reckoned with
    28 Nov 2012, 04:45 PM Reply Like
  • @mustbepatient – I know a lot of computer programmers, engineers, and IT professionals and my experience is exactly the opposite. Most professionals just want the tool that gets the job done without getting in their way.

     

    Regardless, as DM suggests, engineers and programmers are an edge case. Investors should be more interesting in what appeals to the mainstream.
    28 Nov 2012, 04:52 PM Reply Like
  • Samsung is like the guy in Times Square selling "Rolex" watches for $10. It seems the Koreans dont respect private property rights.
    26 Nov 2012, 06:55 PM Reply Like
  • Apple didn't either, that's why Creative Labs sued them and won over the IPod back in the day.
    26 Nov 2012, 08:04 PM Reply Like
  • No they didn't win. They didn't even go to trial. They settled with neither party admitting fault. The settlement made sense for both Apple and Creative. That is a whole lot different than Apples case against Samsung that DID go to trial and a federal court jury found that Samsung stole several patents and were guilty of infringements and that the infringements were intentional. Sometimes, chopchop, its better to keep your mouth shut and just let people THINK you are a fool rather than opening your mouth and PROVING it. :-)
    26 Nov 2012, 11:08 PM Reply Like
  • Maybe this will finally shut you up. Although I am not holding my breath.

     

    http://bit.ly/U04a4e
    26 Nov 2012, 11:29 PM Reply Like
  • Paying $100 million to the other party does mean something, even if you feel otherwise Rocback
    26 Nov 2012, 11:33 PM Reply Like
  • Is that you richbar or financeH?
    27 Nov 2012, 08:01 AM Reply Like
  • They settled for other consideration including other patents rights. The point is that there was no trial only a settlement. by the way, just today another company sued Samsung for patent infringement...Ericson. Seems Samsung steals everyone patents.
    27 Nov 2012, 12:15 PM Reply Like
  • Samsung is smart enough to know that they'll win the judgement ;) seems to be working out fine so far.

     

    Btw, Apple is being sued by Samsung for the IPad Mini

     

    http://read.bi/UUFBbZ
    27 Nov 2012, 01:25 PM Reply Like
  • Just perusing the day's comments on Apple.

     

    1. Apple customers are more valuable than Android customers. They buy more, are significantly more profitable.

     

    2. Apple has managed their supply chain to eliminate product shortages while store surveys seem to indicate products are selling.

     

    3. Apple has a full pipeline of new products as we move into the biggest retail season of the year, with a very robust retail channel that includes their own stores as well as many other heavy hitters who are have an incentive to sell to the significantly more profitable channel represented by Apple users.

     

    4. Apple still has relatively low penetration of key product categories (smart phones) and key markets (China.)

     

    5. Apple is building a platform in the way that Microsoft built MS-DOS and Windows in the 1980s and 1990s - an operating system that enables customers to have access to both hardware and software solutions that create strong product preference all things being equal - or even if competitors have some functional superiority.

     

    6. Apple is penetrating the business market - the most lucrative market - in a way that it hasn't done in 20 years.

     

    7. Microsoft's Surface seems dead in the water (based on scant info)

     

    8. Microsoft's Smartphone is chasing Apple and Android.

     

    9. It seems like a two-horse race at this point between Apple and Android/Samsung. But a race for growth and long term profits.
    27 Nov 2012, 12:29 AM Reply Like
  • Have to agree with the first comment. Supply is catching up to demand for one of two reasons - more supply is available, or there is less demand for the product. Based upon a fan base starting to show some cracks, I tend to agree with the latter. JMO.
    27 Nov 2012, 01:37 AM Reply Like
  • Not according the the new data posted today:

     

    12:41 PM The iPhone 5 (AAPL) launch has once more made iOS the most popular smartphone platform in the U.S,
    27 Nov 2012, 01:31 PM Reply Like
  • Wow..... a whole 1.5% margin over android. What a victory

     

    http://on.barrons.com/...

     

    Just ignore the recent marketshare reports out of Europe and China ;-) It might upset you.....
    27 Nov 2012, 02:02 PM Reply Like
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