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Analysts See Record-Breaking Sales for iPhone and Mac in Holiday Quarter

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Apple's iPhone 6 and 6 Plus may boost the company's iPhone sales to a new record in the year-ending Q1 2015, says Morgan Stanley analyst Katy Huberty in a recent investor note. In line with other analyst predictions, Huberty and her team expect iPhone sales in the December holiday quarter to reach as high as 69 million units, eclipsing last year's quarterly record of 51 million units sold in Q1 2014.

Huberty also predicts strong Mac sales based on IDC's estimate of 5.8 million units, well above Morgan Stanley's earlier estimate of 5.2 million units and exceeding the record-setting 5.5 million Macs the company sold in fiscal Q4 2014. While the iPhone and Mac climb, iPad demand year-over-year is expected to remain weak with 22 million units shipped in Q1 2015, down slightly from the 26 million sold in the same quarter of 2014.

macbook_air_iphone_ipad.jpg
Looking ahead, Huberty believes Apple is on the cusp of a "super" iPhone upgrade cycle that will see an increased number of iPhone owners upgrading from their older iPhone models. The results from Morgan Stanley's Alphawise survey suggest that 35 percent of iPhone owners have an iPhone 4s or older. These older model iPhone owners are likely to upgrade in the next two years with nearly two-thirds of the predicted 200 million iPhone shipments in 2015 being purchased by these upgrade-eligible customers.

The Apple Watch also is expected to command interest in 2015 with 3 million units shipped during the first quarter of availability, predicts Huberty. Surveys suggest the wearable will be popular among iPhone owners, pushing sales to a predicted 30 million units in 2015.

Apple will announce the results for its first fiscal quarter of 2015 (fourth calendar quarter of 2014) and provide future earnings guidance on Tuesday, January 27. The quarterly earnings statement will be released around 1:30 PM Pacific/4:30 PM Eastern, with a conference call to discuss the report following at 2:00 PM Pacific/5:00 PM Eastern.

Article Link: Analysts See Record-Breaking Sales for iPhone and Mac in Holiday Quarter
 
Article Link
https://www.macrumors.com/2015/01/20/apple-quarterly-earnings-morgan-stanley/
MacFather said:
.... What it does not do though, is follow the pioneering spirit and vision which was Steve Jobs to make products that were innovative, cutting edge, inventive, and above all...ones that took a chance and were the stuff of imagination....
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Isn't Apple Watch innovative and a possible disruptor?
 
MacRumors said:
The results from Morgan Stanley's Alphawise survey suggest that 35 percent of iPhone owners have an iPhone 4s or older. These older model iPhone owners are likely to upgrade in the next two years with nearly two-thirds of the predicted 200 million iPhone shipments in 2015 being purchased by these upgrade-eligible customers.
Click to expand...

I wonder how much of the amount of people sticking with the 4S and older has to do with people not wanting to get giant phones and the record sales are from people switching from android now that they can get their phablets on iOS?

I know if my 4S hadn't died I would still be on it, as it is I switched to android to get a smaller screen than the 6 or 6+. So I wonder if those on the 4S will really upgrade to newer iPhones in as large of numbers as these analysts predict...
 
iPad lineup really needs a pricing change.

Baseline Air 2 = $499
LTE and 128GB flash memory = about $50
LTE 128GB Air 2 = $829

Doesn't make any sense.
Also needs a Pro model with split screen, stylus input and USB OTG.
 
mrkramer said:
I wonder how much of the amount of people sticking with the 4S and older has to do with people not wanting to get giant phones and the record sales are from people switching from android now that they can get their phablets on iOS?

I know if my 4S hadn't died I would still be on it, as it is I switched to android to get a smaller screen than the 6 or 6+. So I wonder if those on the 4S will really upgrade to newer iPhones in as large of numbers as these analysts predict...
Click to expand...
The 5s is a good small size
 
MacRumors said:
Looking ahead, Huberty believes Apple is on the cusp of a "super" iPhone upgrade cycle that will see an increased number of iPhone owners upgrading from their older iPhone models. The results from Morgan Stanley's Alphawise survey suggest that 35 percent of iPhone owners have an iPhone 4s or older........
Click to expand...

Count me in as part of this (though since I bought my 6 two weeks ago, would that count?) :cool:


MacFather said:
Apple is now officially a "me-too" bandwagon company that makes very refined products that its core audience and followers will of course, embrace. Nothing less, and certainly nothing more now.
Click to expand...

How much further can you reasonably expect a company like Apple to 'innovate' in the mobile space?? I could see room for it in PCs possibly, but no matter the segment, I think you'll eventually hit a plateau and level off. We as consumers have been conditioned to expect otherwise though (which is naive to a point......)
 
paul4339 said:
Isn't Apple Watch innovative and a possible disruptor?
Click to expand...

You cannot call it innovative if it comes out with the same core features as the current smart watches already out today. It may well be a disruptor though since it's Apple, and people will line up in droves to buy it regardless of what other competing products are out there.
 
MacFather said:
Apple is now officially a "me-too" bandwagon company that makes very refined products that its core audience and followers will of course, embrace. Nothing less, and certainly nothing more now.
Click to expand...

Apple seems to be competing, not against Samsung or Google or HTC, but against a weird nostalgic memory of what we think Apple used to be.

Apple does not use anything from Google, unlike every other phone maker out there. It has it's own curated app store, content stores and OS, own apps, and still, while developing and maintaining all of this, makes more profit than any other smartphone company - despite those other companies getting their software & ecosystem from Google for free.

When you compare it like this, Apple is still a great company, and hardly a me-too player that many of the others are.

When the competition embraced multiple-core chips in their phones - going as high as 8 cores - did Apple? No.

When the competition released bigger and bigger screens, did Apple immediately release a "me too" phone? No. By all standards they are "late" to the big screen game, entering only when it made sense for them.

Go to pretty much any Galaxy S v iPhone YouTube video or forum: There will be a bunch of people complaining about the lack of iPhone specs. The lack of NFC in iPhone. Does Apple care? No.
 
gnasher729 said:
They are. We were promised 80 million sales. :roll eyes:
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Haha. And that 80 million number was a prediction through December, and Q1 began on September 28. So it's not even taking into account the millions of sales the week leading up to it. So 80 million actually sounds accurate, considering they sold 10+ million in the first weekend, and the additional sales the last week of Q4.
 
iapplelove said:
I still think it's because many consumers won't need to upgrade their iPads every year. not because people don't want tablets or iPads.
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Yes I suppose, but the significance of a 15% decline in iPad sales can't be minimized by glamming up iPhone sales.

More fun facts to know and tell: X+1=a record. A massively overused and fundamentally meaningless term.
 
IJ Reilly said:
A decline in iPad sales of 15% cannot reasonably be called "slight."
Click to expand...

From what I see, a big problem with iPad sales is that the old iPads are too good. I don't know anyone with an original iPad, but several people with an iPad 2 who are going to use it until it falls apart, and that's when they will buy a new one.
 
mrkramer said:
I wonder how much of the amount of people sticking with the 4S and older has to do with people not wanting to get giant phones and the record sales are from people switching from android now that they can get their phablets on iOS?

I know if my 4S hadn't died I would still be on it, as it is I switched to android to get a smaller screen than the 6 or 6+. So I wonder if those on the 4S will really upgrade to newer iPhones in as large of numbers as these analysts predict...
Click to expand...

Seems like the new users waiting for a bigger iPhone will outweigh those that leave for a smaller phone.
 
MasterRyu2011 said:
You cannot call it innovative if it comes out with the same core features as the current smart watches already out today. It may well be a disruptor though since it's Apple, and people will line up in droves to buy it regardless of what other competing products are out there.
Click to expand...

That really depends - is it not innovative because it's not first to market? I think a large part of the reason there are so many "incomplete" smart watches on the market at the moment is that they were rushed out to beat Apple - there have been rumours that Apple has been working on a watch for years.

The same thing happened with the iPad. It was in development before the iPhone even, but wasn't released until they felt it was ready.

Whether "smart watch" and "tablet computer" are really innovative in the first place (first to market or otherwise) is a separate exercise.

If Apple releases the watch and it manages to do everything right then I would argue that it's ultimately an innovative product. It's not easy to make it work - specifically the UI and power seem to be the problem. If you can crack those, then you can argue innovation.

I'm not 100% sold, but we'll see what they come up with. I think it's telling that we haven't heard a lot about battery life from Apple directly.
 
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