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아이폰5S, 5C 900여만대 판매 '예상치 훌쩍'

Sept. 24, 2013 - 09:41 By 박한나

애플은 지난주말 아이폰 5S와 아이폰 5C를 900만대 넘게 판매했다고 23일(현지시간) 밝혔다.

이는 전문가들의 예상치였던 500만∼800만대를 훌쩍 뛰어넘는 것으로, 지난해 아이폰 5 발매 당시 첫 주말 판매 실적(500여만대)의 거의 갑절이다.

이에 따라 애플은 2007년 오리지널 아이폰, 2008년 아이폰 3G, 2009년 아이폰 3 GS, 2010년 아이폰 4, 2011년 아이폰 4S, 2012년 아이폰 5에 이어 '판매 신기록' 행진을 7년째 이어 나갔다.

팀 쿡 애플 최고경영자(CEO)는 "새 아이폰에 대한 수요가 믿을 수 없을 정도"라 라고 자평했다.

허드슨 스퀘어 리서치의 애널리스트 대니얼 언스트는 아이폰 판매 실적에 대해 "애플을 비판하는 사람들은 애플이 (스티브 잡스 이후) '마법'을 잃어버렸다고 얘기해 왔지만, 고객들이 하는 얘기는 전혀 다르다는 것"이라고 평가했다.

그는 "사람들이 이 상품(아이폰)을 마음에 들어 한다는 점은 분명하다"라며 "그런 정서야말로 (판매 실적) 숫자보다 더 중요하다고 해도 무리가 아니다"라고 말했다.

BGC 파트너스의 애널리스트 콜린 길리스는 "우리는 그들(애플)이 아이폰을 만들 면 만드는 대로 다 팔 것이라고 말해 왔고, 우리 예상이 들어맞은 것으로 보인다"고 말했다.

새 아이폰의 판매 실적이 좋은 것은 일본 최대 이통사인 NTT 도코모가 아이폰 발매를 시작한데다 세계 최대 스마트폰 시장인 중국이 새 아이폰 1차 출시국에 포함 된데 따른 것으로 풀이된다.

아이폰 5S와 아이폰 5C는 미국(푸에르토리코 포함), 호주, 캐나다, 프랑스, 독일, 홍콩, 일본, 싱가포르, 영국 등 9개국에서 판매되고 있다.

판매 호조에 따라 애플은 이달 하순에 끝나는 이번 분기 매출이 370억 달러(39 조7천억 원)에 근접할 것이고 총이익률(gross profit margin)은 37% 내외가 될 것이 라며 실적 자체 전망을 수정했다.

당초 전망치는 매출 340억∼370억 달러(36조5천억∼39조7천억 원), 총이익률 36 ∼37%였다.

애플은 아이폰 5S, 특히 골드 모델의 생산을 늘려 달라고 대만과 중국 등의 생산 업체에 요구한 것으로 알려졌다.

아울러 애플은 새 운영체제 'iOS 7'도 매우 빠른 속도로 채택되고 있다고 밝혔다.

아이폰과 아이패드 등 iOS 기기 2억대에 iOS 7이 깔렸으며, 이는 iOS 역사상 가 장 빠른 속도로 업그레이드가 이뤄지고 있는 것이라고 이 회사는 설명했다.

애플은 자사 제품과 운영체제를 사용하는 고객들이 기계를 오래 쓰더라도 최신 운영체제의 지원을 받을 수 있다는 점을 주요 장점 중 하나로 내세우고 있다.

이날 미국 주가는 대체로 약세였으나 애플 주가는 개장 직후부터 급등해 직전 거래일 종가 대비 4.97% 상승으로 마감했다.

 

<관련 영문기사>

Apple's sales of new iPhones off to fast start

Gadget lovers still can't resist the iPhone.

Even as investors fret that Apple's smartphone is losing its allure amid a bevy of enticing lower-priced alternatives that offer similar features, the iPhone's call remains seductive.

In a Monday announcement, Apple Inc. said it sold 9 million units of its top-of-the-line iPhone 5S and less-expensive iPhone 5C during their first three days on sale. That trounced the performance of last year's model, the iPhone 5, which sold 5 million units in its opening weekend.

The initial sales figures for Apple's latest iPhone models provided the latest testament to the product's enduring appeal more than six years after the debut of the first iPhone triggered a mobile computing revolution.

The iPhone 5S and 5C's quick start also surpassed analyst forecasts that predicted Apple would sell somewhere from 6 million to 8 million models during the first weekend.

``The demand for the new iPhones has been incredible,'' Apple CEO Tim Cook crowed in a statement. As part of the company's effort to drum up interest in its most profitable product, Cook made an early-morning appearance at an Apple store in Palo Alto, California on Friday when the new iPhones first went on sale.

Monday's positive news helped generate more interest in Apple's stock. The shares gained $24.35, or more than 5 percent, to hit $491.76 in afternoon trading.

Despite that rally, Apple's stock price remains slightly below where it stood before the Cupertino, California, company's Sept. 10 unveiling of its latest iPhones.

The downturn reflects concerns that the new phones won't be enough to reverse a slowdown in Apple's revenue growth that has been brought on by tougher competition from Samsung Electronics and others. Apple's rivals have been gaining market share by selling less expensive phones running on Google Inc.'s free Android software. Those nagging worries are the main reason that Apple's market value has sagged by about 30 percent, or $200 billion, since last year's release of the iPhone 5.

Part of this weekend's higher iPhone sales volume stemmed from Apple's decision to make the latest models available on a broader scale than in past years. For instance, this marked the first time that a new iPhone has gone on sale in China at the same time that the product also launched in the U.S.

But the opening sales numbers also served as ``a powerful reminder of the strength of (Apple's) iPhone franchise,'' ISI Group analyst Brian Marshall wrote in a Monday research note.

In another sign of the intense interest in anything new from Apple, the Cupertino, California company also said more than 200 million devices have already embraced its latest mobile operating system. The software, called iOS 7, is the most radical makeover of Apple's mobile operating system since the iPhone came out in 2007. Apple released iOS 7 as a free update last Wednesday for iPhone models dating back to 2010, iPads dating back to 2011 and the last iPod Touch that came out last year.

The downloads of iOS 7 during the first five days of the software's release roughly doubled the amount of installations after Apple release iOS 6 last year.

Apple could have sold even more iPhones during the opening weekend if the company had been able to deliver more of the 5S model, which sells for $199 with a two-year wireless contract. A new gold-colored model introduced with the 5S line was in extremely short supply, much to the frustration of many shoppers who waited in long lines Friday to buy one.

``We appreciate everyone's patience and are working hard to build enough new iPhones for everyone,'' Cook assured consumers in his Monday statement.

Apple didn't provide individual sales figures for the 5C and 5S, but figures released by a mobile research and marketing firm indicated the more expensive model has been far more popular. Within the first two days of sales, Localytics found three times more 5S models were being activated than the 5C.

The new features in the 5S include a sensor that allows people to use fingerprints instead of a numeric code to secure their iPhone and a quicker processor. The iPhone 5C is nearly identical to last year's iPhone 5 except the new model comes in a variety of bright colors with a plastic casing instead of aluminum. The 5C sells for $99 with a two-year wireless contract, Apple's lowest price yet for a new iPhone.

An update to Apple's financial projections for its current quarter suggested that the higher-priced iPhone is accounting for most of the early sales. The company said it expects its revenue for the quarter ending this month to be about $37 billion. Management had previously predicted its revenue could be as low as $34 billion. Apple anticipates its profit margins be at the top end of earlier forecasts.

Apple rarely provides more insight about its quarter this late into the three-month reporting period, according to Barclays analyst Ben Reitzes. He interpreted the departure from company protocol as a sign that Apple is confident it will prove its skeptics wrong.

“It implies a message from management that the company is back on track,'' Reitzes wrote in a Monday research note.