Apple COO Tim Cook on Android, Verizon, and more

19.01.2011

As I mentioned on last quarter's call, we made a very bold bet on taking iPhone capacity for the September quarter, with the new iPhone 4 in the line-up, to 14 million. And as you may remember, we sold over 14 million in total iPhones. It was a fantastic quarter. And that was up from a previous number that was in the eight-ish range. We were able to step that up in this past quarter to over 16 million. And so we were able to increase over two million. And we obviously have continued to work on increasing this further. But as with all good things, it takes some time to do that.

Relative to Verizon, we are thrilled to offer the iPhone 4 to Verizon's 93 million customers as well as any new customers who want an iPhone 4 on Verizon. And we're going to do anything possible to get the iPhones into as many hand of those customers as possible.

On iPad, we increased dramatically last quarter. We sold 7.3 [million], the previous quarter we were in the low fours, as you know. That did get us in supply/demand balance and also allowed us to expand to a total of 46 countries, which added 20 during the quarter. And we're confident enough to add another 15 countries during the month of January, which will take us over 60. So we feel very, very good about the progress that we've made here.

Relative to iPhone 4, I also feel very, very good about what we've been able to do--however, it's not enough. We do still have a significant backlog. We are working around the clock to build more. I feel great that the demand is so high, but at this point I'm not going to predict when supply and demand will meet. We believe the reaction and results from the Verizon customers will be huge. And so I don't want to give a prediction right now on when supply and demand will cross.