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Originally Posted by Sil_liS
Last year the iPhone 5 sold 5 million on release, but it didn't include the Chinese market. When it was released in China it sold 2 million in the first 3 days.
Now China got to be in on the list of first markets and we see 7 million iPhone 5s sold in 3 days. 5+2=7 |
Also, the fact that the 5 was discontinued means that there is a higher demand to replace that model (channel fill), which some say accounts for upwards of 3 million devices. When you put it all together (China being in the first week, the channel fill), the number is not larger than last year's, might even be lower.
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Munster believes that upwards to 3.5 million 5c’s were channel fill which would make the sell-through number around 5.5 million or in-line with Street estimates but still above my 3-4 million projection.
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