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iPhone 4S Demand Remains Strong as International Rollouts Continue

According to a pair of research notes issued today, demand for Apple's new iPhone 4S remains very strong as the company continues an aggressive international rollout schedule, with Apple's own retail stores typically running out of available units on a daily basis and pre-orders for the device in Hong Kong having sold out in only ten minutes.


Barron's details the first note, which comes from Deutsche Bank analyst Chris Whitmore. According to Whitmore's survey of 30 Apple retail stores, 85-90% of them are running out of iPhone 4S stock on a daily basis and encouraging customers to continue utilizing the reservation system that went into effect following the launch weekend.
Our retail checks reveal Apple is experiencing daily stock outs at ~85-90% of the ~30 retail stores we called. Apple employees are directing customers to make an online appointment (first come first serve) for next day pick up at nearby Apple retail stores as stocks appear to be refreshed daily at most locations.
Meanwhile, Apple on Friday began taking pre-orders for the iPhone 4S in fifteen new countries, including the very strong Hong Kong market where the company just recently opened its first retail store. According to Ticonderoga Securities analyst Brian White, Apple sold through its initial stock of iPhone 4S units in Hong Kong in only ten minutes.
Our checks indicate that pre-orders in Hong Kong were sold out within ten minutes after becoming available. In our view, this is a very positive sign for iPhone 4S demand in Greater China as Hong Kong represents the first entry of the new smartphone in the rapidly growing region and we expect the 4S to reach Mainland China in December. We believe this rapid sell out will rest concerns surrounding the uptake of the iPhone 4S in the Greater China region that were driven by the limited language capability of Siri, which did not launch in Mandarin or Cantonese.
As White notes, Hong Kong will be the first country within Apple's "Greater China" market to offer the iPhone 4S, and it will undoubtedly be a popular source for Chinese customers looking to have early access to the device.

Related roundups: iPhone 5c, iPhone 5s, iPhone 6

Top Rated Comments

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32 months ago
Still debating if this is worth getting or waiting till the actual 5
Rating: 9 Positives
32 months ago

this article is proof in my eyes that people dont listen. the 4s has way too many issues for it to be selling out everywhere.


Anyone who does software knows that it is never perfect. You think Apple iOS is buggy? Try Android. Apple is ahead of the competition in terms of mobile software. This is not to say it is perfect, but darn close to it.

I personally upgraded to 4s and couldn't be happier. In the US at least, it actually makes little financial sense to keep your contract a day after your 2 year agreement
Rating: 7 Positives
32 months ago

Still debating if this is worth getting or waiting till the actual 5


I would wait for the iPhone 5.
Rating: 7 Positives
32 months ago

this article is proof in my eyes that people dont listen. the 4s has way too many issues for it to be selling out everywhere.


Forest for the trees.

A5-powered iPhone + Apple ecosystem + Siri.

There is no mystery here.
Rating: 7 Positives
32 months ago

this article is proof in my eyes that people dont listen. the 4s has way too many issues for it to be selling out everywhere. i honestly thought they would have ironed out all of the problems by now with the .1 update, but they havent. they are still spitting out 150k a day so the build quality still sucks. they stated it would be a few weeks before they ironed out the battery issues and there is still glitch after glitch within the software.

did apple hit their "peak" with the i4? i think that might be highly possible.

may the -1s be stricken upon me for being 100% brutally honest.


Yeah, that's why the -1s are slamming you. Not because you don't have the foggiest idea of what you're talking about. But because you're honest.

That's it. :rolleyes:
Rating: 5 Positives
32 months ago

this article is proof in my eyes that people dont listen.


It's proof that people don't care.
Rating: 4 Positives
32 months ago

Still debating if this is worth getting or waiting till the actual 5


Luckily my current contract isn’t up, so I can avoid the 4S temptation!

I’m aiming for the 5 myself... but there’s a BIG problem with that.

You see, 10-20 months later, the 5 will get a major internal upgrade, to a 5S, say... same shape, but a much better machine! Do I really want to get an iPhone 5, knowing something so much better is coming before my contract is even up? Plus, a second version of a proven design is likely to be even more refined and perfected (like the antennas on the 4S) vs. a brand-new design.

I say, wait for the iPhone 5S. Unless something better is coming after that, but I’ve heard no rumors about it if so...
Rating: 4 Positives
32 months ago
Wow, even with no re-design this phone is making moves!
Rating: 4 Positives
32 months ago
Many, I mean MANY users in Hong Kong just can't get their hands on the new iPhones because Apple allows 10 units per customer in pre-order. I've said it in other threads and I will say it again, 90% of the phones are being ordered in bulk by resellers and end up in mainland China.

People open multiple Apple ID's and simply order 20, 30, or even more. Profit per phone is like US$120+! You do the maths.

They might be sold out in 10 minutes (more like 30 mins, still very impressive to generate news and hype) but users are UNHAPPY. Shame on Apple! :mad:
Rating: 3 Positives
32 months ago
this article is proof in my eyes that people dont listen. the 4s has way too many issues for it to be selling out everywhere. i honestly thought they would have ironed out all of the problems by now with the .1 update, but they havent. they are still spitting out 150k a day so the build quality still sucks. they stated it would be a few weeks before they ironed out the battery issues and there is still glitch after glitch within the software.

did apple hit their "peak" with the i4? i think that might be highly possible.

may the -1s be stricken upon me for being 100% brutally honest.
Rating: 3 Positives

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