Siri Drives 55% of iPhone 4S Purchases in NYC

| News

Siri on the iPhone 4S
Siri, Apple’s new voice control and interaction technology for the iPhone 4S, was “the most exciting feature driving purchases” of Apple’s new iPhone, according to a survey of 195 people waiting in line to buy the device Friday morning at Apple Store in New York City. The survey was conducted by UBS analyst Maynard Um, who told clients on Friday that demand was likely to outstrip supply of the new device.

The survey was offered to Mr. Um’s clients as a snapshot look of what was driving early adopters to buy Apple’s new iPhone 4S. Among those 195 respondent, the survey found that 39% planned on getting a 32GB model, while 19% planned on buying a 64GB mode. The remaining 42% planned to buy the 16GB unit.

This compares to 64% who planned to buy the 32GB iPhone 4 in the summer of 2010 when that device was released. He noted that while the product mix was likely to skew lower after early adopters have sated their demand for the new iPhone, “the initial mix should be positive for gross margins.”

He also found that 74% of those waiting in line in New York City were AT&T customers and that 75% were upgrading an existing iPhone. Some 33% of them were upgrading from iPhone 4, about 24% from iPhone 3GS, and another 18% from an iPhone 3G. 10% were switching from BlackBerry, while 5% were switching from both HTC and LG.

Other tidbits from the survey included the finding that 70% of respondents said they would buy an Apple TV set if the company were to make one. At the same time, only 52% said they had an iPad, and 67% owned a Mac.

Lastly, Mr. Um selected several quotes he identified as “interesting,” including the following:

  • Would you buy an Apple TV set? Answer: “I’ll buy a car if they made one” What is the best feature of iPhone 4S? Answer: “It’s not Android”
  • What phone are you replacing? Answer: “None, my 3GS was stolen a week ago. No phone for a week was an interesting life lesson”
  • What phone do you currently have? Answer: (Big Smirk) “The first iTunes phone ever, the Motorola ROKR. I think its time for an upgrade.”
  • “This will be my first smartphone”

UBS maintained its US$510 price target for shares in AAPL and a “Buy” rating on the stock. The stock set a new closing high on Friday, ending the week at $422.00, a gain of $13.57 (+3.32%), on moderate volume of 20.5 million shares trading hands. That’s just sort of the intra-day high of $422.86 set on September 20th, 2011.

*In the interest of full disclosure, the author holds a tiny, almost insignificant share in AAPL stock that was not an influence in the creation of this article.

Sign Up for the Newsletter

Join the TMO Express Daily Newsletter to get the latest Mac headlines in your e-mail every weekday.

Comments

Lee Dronick

What is the best feature of iPhone 4S? Answer: ?It?s not Android?

skipaq

What is the best feature of the 4s? It’s iOS!!

Having played with my wife’s new 4s here are our opinions:

1. The speed, IMO - The screen, MWO (my wife’s opinion after trading her 3gs)

2. Siri, IMO is really good - The camera, MWO (she had over 500 pics on her 3gs and will go nuts with this one)

3. The design, IMO the design of the 4 is great - Siri, MWO (talking to her phone and getting an answer doesn’t feel right somehow)

Lee Dronick

Having played with my wife?s new 4s here are our opinions:

Can you comment on the connectivity with the cell towers, is it stronger than the 3Gs?

skipaq

Can you comment on the connectivity with the cell towers, is it stronger than the 3Gs?

We live in Downeast Maine along the coast and about 40 miles from New Brunswick Canada. My iPhone 4 got better cell reception than my wife’s old 3gs. I am sure that she will get better cell reception than her old 3gs and probably better than my 4. The dual antennas on the 4s will likely come in handy (no pun intended) when holding her new phone. She uses tons more minutes than I do; so her hands grip her phone longer and in different ways than I likely do.

The cell networks up here don’t get heavy traffic; so I will only be able to see how the 4s works in those cases when we travel to Florida or Massachesetts. I do have an AT&T micro-cell at home; so signal strength there is never a problem.

Lee Dronick

@skipaq

Thanks for the information, it helped me make a decision. My wife and took a look at the iPhone 4s at the Fashion Valley Apple Store and were very impressed. Then to we went to lunch and discussed our plans for upgrading and decided that we would get the new phones now. There was still a line out the door at the Apple Store when we were there, I estimate 40-50 people, so we went our neighborhood AT&T Store. They were out of stock, so we placed our orders. The clerk said up to 14 days for delivery, but he said preorders were taking about 5 days.

Late yesterday afternoon my sister stopped at her neighborhood AT&T Store and within a few minutes bought her new iPhone 4s.

skipaq

The way the 4s has been selling 14 days is not surprising. We didn’t go to the local AT&T store because of the Radio Shack trade in. The 4s camera is lots better than the 4. Really is noticeable. Gotta give the video a try soon; as I expect that will be quite a bit better than the 4.

My contract runs to next April; so I am waiting. Maybe the 5 will be out by then. If not I’ll likely be getting a 4s.

Intruder

Everybody trying out Siri dragged the servers to a halt yesterday. Hopefully that situation will improve as the novelty wears off.

RonMacGuy

Well, my wife now has my iPhone 4 (upgraded to iOS 5) and I have the new 4S. Very nice phone. Siri is very impressive. I was setting up meetings with very long wording and it was catching (in a quiet house) every word I said. “Set up a meeting for Adrienne’s parent teacher conference for Friday, Oct 28 at 3:30” and voila, there’s the meeting ready for me to confirm. Absolutely incredible, and a lot of fun. Rattling off reminders and speaking text messages with very few problems.

Oh, and I did notice some server problems yesterday. They better keep those servers upgraded. Sure, the novelty will wear off, but millions more 4S phones will sell each month, and I think a lot of people will continue to use Siri a lot.

Lee Dronick

Siri is very impressive. I was setting up meetings with very long wording and it was catching (in a quiet house) every word I said


Thanks Ron,

I wonder how well it will work in a noisy environment where there are numerous voices. I suppose that there is a volume aspect to which voice it chooses to recognize. If not, then we can do things the old fashioned way, on a keypad.

Also can you comment how it works with a BlueTooth device.

Oh, and I did notice some server problems yesterday. They better keep those servers upgraded. Sure, the novelty will wear off, but millions more 4S phones will sell each month, and I think a lot of people will continue to use Siri a lot.

Don’t forget that big server facility Apple is building in North Carolina.

RonMacGuy

In my limited experience, definitely has more issues in a noisy environment. But, overall not too bad. To be honest, I don’t use bluetooth devices. I much prefer the standard white earbuds, and it works well with those.

Ah yes, I keep thinking of Siri as being run separately from Apple, even though they were purchased by Apple, but you are right - probably all centralized on Apple servers.

Log-in to comment