The First 1 Million iPhones: Where Did They Go?
by David Hill
Goldman Sachs Global Investment Research last week published some interesting statistics on the sale of the first 1 Million 3G iPhones. We took a quick look and made some observations.
It’s a typical power curve, with 4 of the 22 countries capturing 81% of unit sales. The US leads with 600,000 units sold followed by Japan, Germany and France each with about 70,000 units.
If you look at the percentage of each carrier’s contract subscriber base in each country, with the exception of the US, it looks as if all countries have a very consistent penetration rate of ~ 0.4% except Canada, whose anemic penetration rate and units sold are most likely a result of the systems issues that Apple and many carriers were having during registration of the handsets.
From a global carrier perspective, removing AT&T from the pack, it looks like T-Mobile is the leader for overseas unit sales, reporting 89,000 units sold in Germany, Austria and the Netherlands. Orange is next with combined unit sales of 77,000 from France, Belgium and Switzerland. Japan’s Softbank is third with 70,000 units sold.
Of course this data only spans the very frothy first three days. We are looking forward to learning more about results over the last 2+ weeks and will keep you posted as more data comes in. Let us know if you hear anything else, and a big thanks to our developer community for continuing to keep the quest for transparency a top commercial priority.