咨询公司ISI的布莱恩·马绍尔：几点想法。“我们认为iPhone 5的表现非常抢眼，尤其是在中国3G用户人数较少的情况下。对比一下，iPhone 5在美国及其它8个发达国家的首发周末共售出500多万部。我们估计，iPhone 5首发后10天在三大运营商【美国电话电报公司（AT&T）、威瑞森（Verizon）和斯普林特（Sprint）】的销量约为200万部，相当于在2亿后付费用户中的渗透率为1%。在中国市场，仅仅3天时间，苹果就在中国联通和中国电信两大运营商中售出了超过200万部iPhone 5，相当于在1.3亿中国3G用户中达到了1.5%的渗透率。我们认为，这意味着iPhone 5在中国的潜在渗透率有望达到发达国家水平，尽管中国的人均GDP只有美国的五分之一。”

    科技博客Asymco的贺拉斯·德迪欧：修正iPhone 5在中国首发的表现。“据我所知，这是苹果公司首次发布美国以外单个市场的首发周末销售数据。时间跨度为3天，因此每天的销量为2/3百万部。下图比较了苹果报告的产品首发时的销量。”

    ISI's Brian Marshall: Quick thoughts. "We view this as a very strong launch, particularly in light of a relatively limited 3G subscriber base in China. For comparison, recall AAPL had sold over 5mil iPhone 5 units in the weekend of its launch in the U.S. and 8 other developed markets. We estimate ~2mil iPhone 5 units were sold at U.S. carriers (T, VZ, S) in the first 10 days of launch or ~1.0% penetration of a post-paid subscriber base of ~200mil. In a shorter time span of just 3 days, AAPL sold over 2mil units at China Unicom and China Telecom, or ~1.5% penetration of a ~130mil 3G subscriber base. In our view, this suggests potential for subscriber penetration in China could be similar to that of developed countries despite per capita GDP that is less than 1/5 of the U.S."

    Asymco's Horace Dediu: Calibrating launch performance for the iPhone 5 in China. "This is, as far as I know, the first weekend sales data for a single market outside of the US. The time span was three days and therefore the daily sales rate was 2/3 million per day. The following chart compares the launch performance for the launches which Apple reported: