The Aftermath of Apple (NASDAQ:AAPL) iPhone 6 and iPhone 6 Plus

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As the four million pre-orders have piled up, Apple (NASDAQ:AAPL) is working hard to deliver the iPhone and iPhone Plus to its customers. Services of FedEX (NYSE:FDX) and UPS are being adopted for fast delivery. Individual activity on their iPhone can now be traced by Fiksu; activities involve app launches, purchases and registrations. It is estimated that about 10 million events are occurring on an hourly basis.

It’s an interesting observation to study how the iPhone 6 and 6 Plus are doing in their initial purchase stages as compared to previous generations. The tracking system showed metrics as follows : the active device scales showed that the iPhone 6 is at 2.12%, where as the iPhone Plus is at a much lower point of 0.31%. Even though the iPhone 6 presented a lead here there have been variations thru out the day. The iPhone 5s stood at a steady 0.78%.

Combined, the 6 and 6 Plus stood at 2.43 as compared to the 1.14% of 5c and 5s, post launch. This gap could simply be due to supply restrictions between the 6 and 6 Plus. In terms of different generations, 6 has been readily available to the US and Europe market but isn’t yet launched in China, whereas 5s has already been in China for over a year now. Even though it will still be a while till all the iPhones have reached end users, only then we could conclude which models are widely used. As some countries like Singapore and Hong Kong currently don’t have the first batch yet as indicated by their website but its pretty doubtful that none have been sold there.

The Apple (NASDAQ:AAPL) officials have been on target with the availability and lead times, as the tracking system discloses. Partners like Verizon, AT&T, Sprint, Vodafone UK and Vodafone Germany have shown a decrease in the lead time as well. Verizon (NYSE:VZ) has shown shorter lead times for the iPhone 6 in terms of units and for iPhone Plus in term of weeks. Its worked in their favour to handle supply constraints for iPhone Plus.

AT&T (NYSE:T)on the other hand also shows a decrease from 7 to 10 weeks for iPhone 6 Plus to 4 to 5 weeks. This shortening lead time can result in helping the supply worldwide. Whereas Sprint’s 64GB version of iPhone has gone from 2 to 5 business days, to a 2 to 4 week delay which has proven pretty distressing for consumers.

Vodafone UK(NASDAQ:VOD)’s lead time seems to have been lengthening in between 3 to 8 weeks. Whereas Vodafone Germany (NASDAQ:VOD), has expected the arrival of iPhone starting October for the iPhone 6 and mid October for IPhone 6 Plus. Vodafone Australia (NASDAQ:VOD)is set for receiving supplies in 2 to 3 weeks for iPhone 6 and 6 weeks for 6 Plus. The iPhone 6 series is still in its early stages, and once they have all being delivered to their end users, only then can one make accurate analyses.

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