We need a country breakdown considering this launch included China (unlike previous launches). That said, I'm assuming 30-40% in China and the rest elsewhere still puts it as a great launch.
Including China sales the increase was 29% (7m -> 9m).
33% China would be 50% increase in China (2m -> 3m) and up 20% (5m-6m) elsewhere.
40% China would be a near doubling in China (2->3.6), and up 8% (5m->5.4m) elsewhere
For reference, the smartphone market is growing at about 50% a year, in Q2 Apple's sales numbers rose 20% year-on-year and their share dropped over 3 percentage points year-on-year (16.6% -> 13.1%).
(These launch numbers assume that no-one bought a price-dropped 4S on the launch weekend last year)