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Fri, Nov 20, 2009 - 05:08 PM EST  —  AAPL: 199.92 (-0.59, -0.29%)  |  NASDAQ: 2146.04 (-10.78, -0.5%)

RBC sees ‘unprecedented pent-up demand’ for Apple iPhone 3G
Monday, June 30, 2008 - 11:03 AM EST

"Consumers have 'unprecedented' demand for Apple's phone, according to new data from RBC's Technology Adoption Panel," Dan Frommer reports for SIlicon Alley Insider.

From RBC analyst Mike Abramsky's note:

• 56% of those planning to buy a smartphone in the next 90 days plan to purchase an iPhone, up from 35% in March.

• Purchase interest in Apple is 2x or more that of other brands surveyed: RIM 23% (RIMM), Palm 3% (PALM), HTC 2%, Nokia 2% (NOK), Samsung 2%, Motorola 1% (MOT), others 11%.

• The jump is the largest interest ahead of any consumer phone launch recorded by RBC's panel since 2003.

More interesting bullet points can be found in the full article - recommended - here.

MacDailyNews Take: Naysayers, what part of "bloodbath" didn't you understand?


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Jun 30, 08 - 10:09 am Comment from: !torchwood!

but will there be enough to go round!!

Jun 30, 08 - 10:13 am Comment from: IKON

More blood on the iPhone scrollwheel… erm touchscreen.

hmm multitouch blood…

Jun 30, 08 - 10:22 am Comment from: coolfactor

This wouldn't be Royal Bank of Canada, would it? How ironic? already over 16,000 signatures have been collected on the petition against Rogers' plans and pricing. I don't see the uptake in Canada to be that great at this point.

Jun 30, 08 - 10:25 am Comment from: Joe

No shit

Jun 30, 08 - 10:31 am Comment from: Andy

I think the new iPhone will be a success and I sure wish I had one. But, I think that part of the reason there is such a pent up demand is because the iPhone hasn't been available for the last few weeks. People who wanted a BlackBerry or Palm phone got one immediately.

Still, I look forward to the iPhone becoming the new iPod success story.

Jun 30, 08 - 10:37 am Comment from: @MDN

That survey is done in the US, nobody has ever denied that iPhone is not a success in the US.

Your bloodbath ranting still has absolutely no merit whatsoever with current sales figure. The annual growth of approx. 10% means more than 100 million more sold phones in a year, iPhone sales is still a drop in the bucket and will be for a long time.

You have been chanting about the bloodbath for almost a year now and how many iPhones have been sold, a few mill only? Get real..

Jun 30, 08 - 10:46 am Comment from: GirlGeorge

A few mil is really 6 mil...add about 68 more countries and you are right, 6 mil is weak...it won't be a bloodbath...instead, it will be an annihilation.

Jun 30, 08 - 11:15 am Comment from: ralph from berlin

the iphone 3G once again won't fly in europe and probably also other parts of the world with these outrageous plans attached to it. ( ithink that's why the stock was going lower most of the times lately, the street doesn't believe in high sales if the plans are so expensive all over the world, $80 minimum in norway for instance) 3x the mormal minute price is too much for me here in germany. apple is again making a big mistake in letting the carriers have their way. they want to milk the demand for the best handset in the world and thus are scruing the business for apple. the best mobile device in the world and apple doesn't know how to sell it.

Jun 30, 08 - 11:28 am Comment from: oh no my shorts

All this good news is making the stock price go down. Stop being so damned positive!

Jun 30, 08 - 12:41 pm Comment from: Rob

@IKON

Multitype blood bath, type RIMM+, PALM-, and MOT 0

Jun 30, 08 - 12:45 pm Comment from: Jeff

Well if availability becomes tight Apple can always use the Canadian reaction to Rogers as an excuse to redirect the Canadian allotment.

Jun 30, 08 - 12:56 pm Comment from: HMCIV

@MDN

Maybe they were thinking it would be more of a bloodshower. Oooh! How 'bout a blood pedicure with a facial!

Jun 30, 08 - 01:10 pm Comment from: Olmecmystic

Bloodbath, annihilation, I say massacre, but bottom line: we're all on the same page.

Peace.
Olmecmystic cool smile

Jun 30, 08 - 01:48 pm Comment from: Cubert

EXCELLENT! It's all falling into place.

Jun 30, 08 - 04:01 pm Comment from: Al

I was part of that pent up demand but the extra cost of the data plan turned me off. If they will sell me a phone without the plan, like they did early on with the first version, then I will still get one.

Jul 01, 08 - 06:54 am Comment from: Anders

In the RBC survey in March 2008, 35 % of those planning to buy a smartphone in the next 90 days planned to purchase an iPhone. The vast majority of these changed there plans.

During the next 90 days (April, May, June), 300,000 iPhones were sold. (4 million in 2007; 1.7 million in 2008Q1; 0.3 million in 2008Q2, grand total 6 million announced in June 2008.)

0.3 million iPhones is 4.1 % of the 7.2 million smartphones sold in North America or 0.9% of the 32.2 million smartphones sold world-wide.
(using the latest available numbers for 2008Q1
http://electronics.ihs.com/news/2008/gartner-worldwide-smartphones-1q08.htm)

Why didn't they buy the iPhone they had planned?
Maybe 90% of those planning to buy an iPhone were planning to do so during the last week of the 90-day period and not a day earlier, only to find out that iPhone had just run out of stock.
Maybe rumours of a 3G iPhone coming next summer are totally unbelievable in March, but very trustworthy in April.
Maybe ...

Jul 01, 08 - 09:06 am Comment from: @everyone

Or maybe u all have ur head up ur ass.
Some of the plans overseas are cheaper than in the states, HK for example.

The Canadians have be getting screwed ever since there currency gained strength, there bad not Apples.

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