JD.com is a Chinese website that seems to be tracking Apple AAPL -0.28%’s iPhone 6 and 6 Plus pre-orders on a real-time basis. I have started following it and developed a Google Doc with the four times I have data.
The first data set is from Philip Elmer-DeWitt’s article at Fortune that has JD.com showing over 2.8 million pre-orders for Apple’s iPhone 6s as of 11 pm Friday Beijing time (8:00 am Friday Pacific time). The article also referenced a Tencent article that there were about 1 million more iPhones pre-ordered in addition to the 2.8 million.
I have checked JD.com three more times (Beijing time) with the following total Apple iPhone pre-orders:
3:30 am Saturday: 2.91 million
7:30 am Saturday: 2.93 million
2:00 pm Saturday: 4.85 million
As you can see from the third and fourth dataset for the 6 and a half hours Saturday morning to early afternoon there were almost 2 million more Apple iPhones ordered in China. While it is not a direct comparison to the 4 million pre-orders that Apple announced in the first 24 hours for the first 10 countries that received iPhone 6s, it is an indication how strong demand there is for the company’s new iPhones.
Apple screen shot of JD.com iPhone 6 info
From what the website is showing in a lot of ways Apple could be fortunate that it did not include China in the initial wave of countries that received the iPhone 6s. By delaying the availability until October 17, four weeks after the first 10 countries is will help Apple’s manufacturing partners ramp production to at least make a dent in what could be unprecedented demand.
Forget what you have seen on various websites that a lot more iPhone 6’s are in use vs. 6 Plus’s. I believe this is due to supply constraints for the 6 Pluses and not representative of true demand as can be seen in the longer lead-times for the 6 Plus. At least for China the iPhone 6 Pluses have a slight 1% or 2% edge over 6s orders which is a better indication on which iPhones people really want.