Horace Dediu of Asymco today wrote and shared data on the availability of the iPhone 5 and iPhone 4S by potential buyers – measured by the subscriber counts of the carriers that sell the iPhone. It’s an important and valuable extension of an article I wrote last week, discussing the international rollout of each generation of iPhone and iPad. That analysis had a weakness in that I treated all countries as equal which isn’t necessarily true (depending on why you’re looking at the data).
Announcing availability in Mauritius is not nearly as important as announcing Madagascar. A better measure would be to track the countries’ populations being added, or, better still, the populations which subscribe to operators who have a distribution contract with Apple.
So instead, Dediu looked at which carriers held the iPhone in each country and what their approximate subscriber count was. By calculating the availability this way, you can now see the potential number of iPhone buyers, as seen in Horace’s graph here.
That’s a handy measure: the iPhone 5 was 30% more available than the iPhone 4S. The big contribution was having China and Indonesia available during the fourth quarter rather than in January 2011.
Make sure to head over to Asymco to read the full article and all of Horace’s observations, it’s an interesting read. If you didn’t catch my article last week, it’s also available to read here. Just note that if you are trying to compare Dediu’s graph with the one in my article (shown here), Dediu went with actual dates whereas I went with relative time. This is because I wanted to look at the first 110 days of every iPhone, Dediu was specifically looking at the fourth quarter availability.
Apple has on three seperate occasions announced that the iPhone 5 will have the fastest international rollout of any iPhone ever – at the announcement keynote, during the Q4 earnings call, and in their press release announcing opening weekend sales of the iPhone 5 in China. The claim was, no doubt, meant to impress investors, press and the general public, but I was curious as to how fast it really was compared to previous iPhone rollouts. So I decided to track down the launch schedules of all the iPhones to date and then again with the iPad. In the end I found a few trends, some oddities and that Apple’s claim was (mostly) true.
iPhone 5 will be available in more than 100 countries by the end of December, making it the fastest iPhone rollout ever.
Apple opened its first retail stores on May 19, 2001 – one in Virginia and the other in California. In the Steve Jobs biography, author Walter Isaacson wrote how Jobs had wanted Apple to have its own stores so that their iMacs didn’t have to “sit on a shelf between a Dell and a Compaq while an uninformed clerk recited the specs of each”. Despite initial criticisms and comparisons to Gateway’s failed retail stores, Apple Stores not only continue to exist today, but are regarded as one of Apple’s greatest innovations - one that now contributes to more than 10% of Apple’s revenue.
“Unless we could find ways to get our message to customers at the store, we were screwed.”
I’ve previously written about the coverage of Apple’s entertainment services in international markets (including how they compare to Google, Microsoft and Amazon), so I was similarly intrigued by how Apple’s stores have expanded into countries outside the US. Whilst researching all this, I came across other questions such as whether Apple had a particular preference for when they opened new stores and how the expansion of their retail network would affect visitors and profits. What I have found isn’t particularly groundbreaking, but there are certainly some trends and fascinating tidbits that I’ve come across, all of which is detailed below the break.
A note to RSS readers: This article includes an HTML5 diagram that likely won’t display in your reader, view this post in your browser (it works on iOS devices) to view that diagram. Apologies for the inconvenience.
In mid-October, we published a story on the entertainment ecosystems of Apple, Microsoft, Google and Amazon – looking at to what degree their music, movie, TV, eBook and app stores were available in international markets. Apple on the whole seemed to have the best average availability – slightly losing to Microsoft for the app stores and Amazon dominating everyone in the eBook store.
I’ve decided to briefly revisit the topic today because the original post garnered quite a lot of discussion and feedback and because of two “events” that have since happened. Firstly, Apple yesterday announced an expansion of the iTunes Music Store into dozens of new countries (and Movie store in a few additional countries). Secondly, I have since found two pieces of data on which countries Xbox Music is available in (for some odd reason I cannot find any official Microsoft document detailing the countries it is available in). So below is an update to the Music and Movie diagrams and graphs.